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A November 2026 ballot measure to maintain the 1.5% local sales tax rate permanently requires a simple majority vote to pass.
The 1.5% local sales tax has significantly improved the City’s ability to provide services to the community. More detailed information is attached to this staff report as Exhibit 2.
The $83+ million revenue source has been used for:
Quality of Life Teams (QOLT) to address the impacts of homelessness; Fixing streets including pavement and right-of way, such as street lights, traffic calming, traffic signals, medians, alleys, and sidewalks; Keeping pace with the increasing costs of public safety; Improving the security and maintenance of City parks;
Arts and culture events;
City-owned facility improvements;
Graffiti removal;
Bus shelters;
Bike lane sweeping and tree trimming;
Immigration legal defense support; and
Many programs and facility enhancements to serve the City’s youth.
The City has been accountable to the public, the Citizens Oversight Committee, and the City Council with detailed spending plans, annual financial reports, and independent auditor review.
Local sales tax add-ons have become increasingly common among California cities.
Exhibit 3 identifies local sales tax rate comparisons.
When the local sales tax decreases to 1.0% on April 1, 2029, the loss of up to $30 million of revenue will impact the City’s ability to provide the services noted above.
Therefore, staff recommends moving forward to Phase 2 of the True North project, as outlined in the November 4, 2025 staff report.
1. Prepare public information materials.
2. Develop a November 2026 ballot measure for City Council consideration on June 2, 2026.
3. Conduct a tracking survey to test the ballot measure before City Council consideration in June.
Separate City Council approval will be required to add a measure to the November 2026 ballot. The recommended action with this report only approves moving forward with preparation. If the City Council approves a ballot measure for November 2026 and it fails, the City will have three years to reduce service levels and find other ways to rebalance the budget.
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Ballot Measure Polling Results
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ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
If the City Council approves the recommended action, staff will utilize up to $160,000 from the Non-Departmental General Fund account 01105015-62300, which may necessitate a future housekeeping adjustment to the Non-Departmental appropriations.
Measure preparation, strategy, and communications – 8 months of support from March 2026 through October 2026.
$80,000
Tracking Survey $31,500
Prepare and mail a multilingual information piece to all registered voter households
$48,500
Total $160,000
EXHIBIT(S)
1. True North Research, Inc. Report
2. Measure X Success
3. Local Sales Tax Rates
Submitted By: Kathryn Downs, Assistant City Manager
Approved By: Alvaro Nuñez, City Manager
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Table of Contents
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T ABLE OF C ONTENTS
List of Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii List of Figures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Motivation for Research . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Overview of Methodology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Organization of Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Disclaimer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About True North . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Key Findings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Quality of Life & City Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Quality of Life. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Question 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Changes to Improve Santa Ana. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Question 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Overall Performance Rating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Question 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Initial Ballot Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Question 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Support by Subgroups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Reasons For Not Supporting Measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Question 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Projects & Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Question 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Service Ratings by Initial Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Positive Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Question 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Top Positive Arguments by Initial Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Interim Ballot Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Question 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Support by Subgroups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Negative Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Question 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Top Negative Arguments by Initial Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Final Ballot Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Question 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Change in Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Alternative Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Support with 20 Year Sunset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Question 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Support with Rate Reduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Question 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Background & Demographics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Methodology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Questionnaire Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Programming, Pre-Test & Translation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Sample. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Statistical Margin of Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Recruiting & Data Collection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Data Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Rounding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Questionnaire & Toplines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
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List of Tables
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L IST OF T ABLES
Table 1 Demographic Breakdown of Support at Initial Ballot Test. . . . . . . . . . . . . . . . . . . . 11 Table 2 Top Projects & Services by Position at Initia l Ballot Test. . . . . . . . . . . . . . . . . . . . . 14 Table 3 Top Positive Arguments by Position at Initial Ballot Test . . . . . . . . . . . . . . . . . . . . 17 Table 4 Demographic Breakdown of Support at Interim Ballot Test . . . . . . . . . . . . . . . . . . 19 Table 5 Top Negative Arguments by Position at Initia l Ballot Test . . . . . . . . . . . . . . . . . . . 21 Table 6 Demographic Breakdown of Support at Final Ballot Test . . . . . . . . . . . . . . . . . . . . 23 Table 7 Movement Between Initial & Final Ballot Test. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Table 8 Demographics of Sample . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
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L IST OF F IGURES
Figure 1 Quality of Life . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Figure 2 Quality of Life by Years in Santa Ana, Ch ild in Hsld & Survey Language . . . . . . . . . . 6 Figure 3 Quality of Life by Age & Homeowner on Voter File & Gender . . . . . . . . . . . . . . . . . . 7 Figure 4 Changes to Improve City. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Figure 5 Satisfaction With City Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Figure 6 Satisfaction With City Services by Years in Santa Ana, Child in Hsld & Survey Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Figure 7 Satisfaction With City Services by Age, Homeowner on Voter File & Gender . . . . . . . 9 Figure 8 Initial Ballot Test. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 0 Figure 9 Reasons for not Supporting Measure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Figure 10 Projects & Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Figure 11 Positive Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Figure 12 Interim Ballot Test. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Figure 13 Negative Arguments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Figure 14 Final Ballot Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 2 Figure 15 Final Ballot Test 20 Year Extension Info. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Figure 16 Final Ballot Test Sales Tax Reduction Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Figure 17 Maximum Margin of Error Due to Sampling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
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Introduction
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I NTRODUCTION
Incorporated in 1886, the City of Santa Ana is Orange County’s second largest city with more than 60 distinct neighborhoods. Currently home to a diverse population of 316,188 residents 1, the City has a dedicated team of full-time and part-time employee s that provide a full suite of services to residents, visitors, and local businesses.
To help keep Santa Ana safe, clean, and well -maintained, in 2018 voters approved a 1.5 cent local sales tax (Measure X) to maintain effective 911 response, retain firefighters and police offi- cers, address homelessness, fix streets, and mainta in parks, youth and senior services. Since its inception, every dime raised by the sales tax ha s been reinvested back into the community for these purposes. Unless renewed by voters, the local sales tax will be reduced by 0.5 cent in 2029, which will reduce funding for essential city services in Santa Ana by more than $25 million annually.
MOTIVATION FOR RESEARCH The primary purpose of this study was to produce an unbiased, statistically reliable evaluation of vote rs' interest in renewing the Measure X sales tax at the current rate (no increase) to continue fu nding for essential city services. Additionally, should the City decide to move forward with a renewal measure in 2026, the survey can guide how best to structure the measure so it is co nsistent with the community's priorities and expressed needs. Specifically, the study was designed to:
• Gauge current, baseline support for renewing the Measure X sales tax to continue funding general municipal services;
• Identify the types of services voters are most interested in funding, should the measure pass;
• Expose voters to arguments in favor of, an d against, the proposed tax measure to assess how information affects support for the measure; and
• Estimate support for the measure once voters are presented with the types of information they will likely be exposed to during an election cycle.
It is important to note at the outset that voters’ opinions about tax measures are often some- what fluid, especially when the amount of information they initially have about a measure is lim- ited. How voters think and feel about a measure today may not be the same way they think and feel once they have had a chance to hear more information about the measure during the elec- tion cycle. Accordingly, to accurately assess the feasibility of renewing a local sales tax to fund municipal services, it was important that in addition to measuring current opinions about the measure (Question 5), the survey expose respon dents to the types of information voters are likely to encounter during an election cycle, including arguments in favor of (Question 8) and opposed to (Question 10) the measure, and gauge how this type of information ultimately impacts their voting decision (Questions 9 & 11).
OVERVIEW OF METHODOLOGY For a full discussion of the research methods and tech- niques used in this study, turn to Methodology on page 28. In brief, the survey was administered to a random sample of 623 voters in the City of Santa Ana who are likely to participate in the
1. Source: US Census 2024 ACS 1-Year Estimate.
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November 2026 election. The survey followed a mixed-method design that employed multiple recruiting methods (email, text, and telephone) and multiple data collection methods (telephone and online). Administered in English, Span ish and Vietnamese between December 10 and December 16, 2025, the average interview lasted 16 minutes.
ORGANIZATION OF REPORT This report is designed to me et the needs of readers who prefer a summary of the findings as well as those who are interested in the details of the results.
For those who seek an overview of the findings, the section titled Key Findings is for you. It pro- vides a summary of the most important factual findings of the survey in a Question & Answer for- mat. For the interested reader, this section is followed by a more detailed question-by-question discussion of the results from the survey by topic area (see Table of Contents ), as well as a description of the methodology employed for collecting and anal yzing the data. And, for the truly ambitious reader, the questionnaire used for the interviews is contained at the back of this report (see Questionnaire & Toplines on page 31), and a complete set of crosstabulations for the survey results is contained in Appendix A.
ACKNOWLEDGMENTS True North thanks the City of Santa Ana for the opportunity to assist the City in this important effort. The collective expertise, local knowledge, and insight pro- vided by city staff and represen tatives improved the overall quality of the research presented here.
DISCLAIMER The statements and conclu sions in this report are those of the authors (Dr. Timothy McLarney and Richard Sarles) at True North Research, Inc. and not necessarily those of the City of Santa Ana. Any errors and omissions are the responsibility of the authors.
ABOUT TRUE NORTH True North is a full-service survey research firm that is dedicated to providing public agencies with a clear understanding of the values, perceptions, priorities, and concerns of their residents and voters. Through designing and implementing scientific surveys, focus groups, and one-on-one interviews as well as expert interpretation of the findings, True North helps its clients to move with confidence when making strategic decisions in a variety of areas—such as planning, policy evaluation, performance management, establishing fiscal priori- ties, passing revenue measures, and developing effective public information campaigns.
During their careers, Dr. McLarney and Mr. Sarl es have designed and conducted over 1,500 sur- vey research studies for public agencies, includ ing more than 500 revenue measure feasibility studies. Of the measures that have gone to ballot based on Dr. McLa rney’s recommendation, 93% have been successful. In total, the research that Dr. McLarney has conducted has led to over $42 billion in voter-approved local revenue measures.
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Key Findings
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K EY F INDINGS
As noted in the Introduction, this study was designed to provide the City of Santa Ana with a sta- tistically reliable understanding of voters’ interest in renewing the Measure X sales tax at the cur- rent rate to continue funding public safety, st reets and infrastructure, and other essential city services. Whereas subsequent sections of this report are devoted to conveying the detailed results of the survey, in this section we attemp t to ‘see the forest through the trees’ and note how the collective results of the survey answer some of the key questions that motivated the research. The following conclusions are based on True North’s and TeamCivX’s interpretations of the survey results and the firms’ collective experience conducting revenue measure studies for public agencies throughout the State.
Is it feasible to renew
Measure X on the
November 2026 ballot?
Yes. Santa Ana voters value the servic es they receive from the City, but also see opportunities to improve the quality of life in Santa Ana by addressing homelessness, improving public safety, and improving the maintenance of city streets and in frastructure. Together, these senti- ments translate into strong natural support (64%) for renewing the Mea- sure X sales tax at the current 1.5 cent rate to fund general city services, such as fire protection, paramedic, and 911 emergency response, crime prevention, graffiti removal, a ddressing homelessness, and keeping streets, sidewalks, parks and public facilities safe, clean, and well-main- tained.
The results of this survey indicate that a Measure X renewal is feasible for the November 2026 ballot provided that it maintains the existing tax rate (no increase), focuses on the pr ojects and services that voters iden- tify as their priorities, and is accompanied by robust community/opinion leader engagement, education, and communication (more on this below).
Having stated that a sales tax measure appears feasible, it is important to note that the measure’s prospects will be shaped by external factors (not within the City’s or an indepe ndent campaign’s control) and that a recommendation to place the meas ure on the November 2026 ballot comes with several qualifications an d conditions. Indeed, although the results are promising, all revenue measures must overcome challenges prior to being successful. The propos ed measure is no exception. The following paragraphs discuss some of the challenges and the next steps that True North and TeamCivX recommend.
Which services do Santa
Ana voters view as prior-
ities?
A general tax is “any tax imposed for general governmental purposes” 2 and is distinguished from a special tax in that the funds raised by a gen- eral tax are not earmarked for any sp ecific purpose(s). Thus, a general tax provides a municipality with a great deal of flexibility with respect to what is funded by the measure on a year-to-year basis.
2. Section 1, Article XIIIC, California Constitution.
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Although the Santa Ana City Council would have the discretion to decide how to spend the revenues, the survey results indicate that voters are primarily interested in using the proceeds to fund public works and pub- lic safety, including removing graffiti and cleaning up piles of trash and litter along streets, sidewalks, and in public areas (91% strongly or some- what favor), keeping parks and playgrounds safe, clean, and well-main- tained (90%), fixing potholes and pa ving/maintaining city streets (90%), providing quick responses to 911 emergencies (89%), repairing aging infrastructure including storm drains, bridges, sidewalks, and public facilities (89%), providing fire protection and paramedic services (88%), and addressing homelessness (84%).
How might a public
information campaign
affect support for the
proposed measure?
As noted in the body of this report , individuals’ opinions about revenue measures are often not rigid, especially when the amount of information presented to the public on a measure has been limited. Thus, in addition to measuring current support for the measure, one of the goals of this study was to explore how the introd uction of additional information about the measure may affect voters’ opinions about the proposal.
It is clear from the survey results that some voters’ opinions about the proposed measure are somewhat sensitive to the nature—and amount— of information that they have abou t the measure. Information about the specific services that could be funded by the sales tax, as well as argu- ments in favor of the measure, were found by many voters to be compel- ling reasons to support the measure. However, voters also exhibited sensitivity to opposition arguments, and there is a risk that voters could be swayed by divisive and hyper-p artisan campaigning during the 2026 election cycle. Accordingly, on e of the keys to building and sustaining support for the measure will be the presence of an effective, well-orga- nized public outreach effort, as we ll as an independent campaign that focuses on the need for the measure as well as the many benefits that it will bring.
How might changes to
the economic or politi-
cal climate alter support
for the measure?
A survey is a snapshot in time—which means the results of this study and the conclusions noted above mu st be viewed in light of the current economic and political climates. On the one hand, this should provide some reassurances to the reader that the proposed sales tax measure is feasible for 2026. Even in a nation al environment marred by economic uncertainty, political instability, concerns about tariffs, inflation, and cost of living, and an ongoing narrative that government is the problem, support for renewing Measure X at the Final Ballot Test (63%) was 13 points above the simple majority (50%+1) required for passage of a gen- eral tax in California.
On the other hand, the months leading up to the November 2026 elec- tion are likely to be punctuated with significant events on the economic and political fronts. Exactly how these events unfold and may shape vot-
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ers’ opinions remains to be seen. Should the economy and/or political climate improve, support for the measure could increase. Conversely, negative economic and/ or political developments (including devolving into a hyper-partisan environment), skewed voter turnout, and/or com- peting measures could dampen support for the measure below what was recorded in this study.
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Quality of Life & City Services
True North Research, Inc. © 2025 6
City of Santa Ana
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Q UALITY OF L IFE & C ITY S ERVICES
The opening section of the survey was designed to gauge voters’ opinions regarding the quality of life in Santa Ana, their ideas for how it can be improved, as well as their assessment of the City’s performance in providing municipal services.
QUALITY OF LIFE At the outset of the interview, voters were asked to rate the quality of life in the City of Santa Ana using a five-point scale of excellent, good, fair, poor, or very poor. As shown in Figure 1 below, half of voters shared fa vorable opinions of the quality of life in Santa Ana, with 6% reporting it is excellent and 44% stating it is good. Approximately 35% of voters surveyed rated the quality of life in the City as fa ir, whereas just 14% used poor or very poor to describe the quality of life in Santa Ana and 1% were unsure or unwilling to answer the question.
Question 2 How would you rate the overall quality of life in Santa Ana? Would you say it is excellent, good, fair, poor or very poor?
FIGURE 1 QUALITY OF LIFE
Figures 2 and 3 show how ratings of the quality of life in the City of Santa Ana va ried by length of residence, presence of a child in the household, survey language,
age, home ownership stat us, and gender. When com-
pared to their respective co unterparts, quality of life ratings (excellent and good) were highest among voters
who have lived in the City less than 10 years, those
without children in the home, individuals who com-
pleted the survey in English or Spanish, and voters
under the age of 30. Ratings were generally consistent
by home ownership status and gender.
FIGURE 2 QUALITY OF LIFE BY YEARS IN SANTA ANA, CHILD IN HSLD & SURVEY LANGUAGE Prefer not to
answer
0.6 Not sure
0.5 Very poor
5.2 Poor
8.9 Fair
35.3 Good
43.8 Excellent
5.7 2.9 7.0 6.6 2.1
34.2 47.9 45.8
46.2 14.7
1.6 Excellent
4.5 1.6 4.2 7.2
Good
50.4 39.941.0
56.9 0
10 20
30 40
50 60
70 80
Less than 5 5 to 9 10 to 14 15 or more Yes No English Spanish Vietnamese Years in Santa Ana (Q1) Child in Hsld (Q15) Survey Language % Respondents
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Quality of Life & City Services
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FIGURE 3 QUALITY OF LIFE BY AGE & HOMEOWNER ON VOTER FILE & GENDER CHANGES TO IMPROVE SANTA ANA The next question in this series asked voters to indicate the one thing that city government could change to make Santa Ana a better place to live, now and in the future. Question 3 was po sed in an open-ended ma nner, allowing respon- dents to mention any aspect or attribute that came to mind withou t being prompted by or restricted to a particular list of options. True North later reviewed the verbatim responses and grouped them into the categories shown in Figure 4.
Question 3 If the city government could change one thing to make Santa Ana a better place to live now and in the future, what change would you like to see? FIGURE 4 CHANGES TO IMPROVE CITY
7.2 4.2 7.1 7.1
42.1 46.3 41.4 46.0 43.9
2.15.13.8 Excellent
9.3 4.3
42.5 37.1 46.1
Good
48.8 0
10 20
30 40
50 60
70 80
18 to 29 30 to 39 40 to 49 50 to 64 65 or older Yes No Male Female Age Hom eowner on Voter File Gender
% Respondents
25.5 14.8
10.9 9.6
8.6 8.1
5.1 4.9
4.1 3.5
3.3 3.1
2.9 2.7
2.7 2.6
2.4 2.2
2.1 1.9
1.6 1.5
3.1 3.6
1.5 0 5 10 15 20 25 30
Address homeless issues
Improve public safety
Improve infrastructure, roads
Not sure / Cannot think of anything specific
Clean up, beautify City
Address parking issues
Reduce traffic congestion
Provide more affordable housing
Enforce traffic laws
Improve parks, rec facilities
Improve schools, education
Other (unique responses)
Provide more police presence, response
Reduce cost of living
Limit growth, development
Improve public transportation
Address ICE issues
Reduce taxes, fees
Address rent control issue
No changes needed / Everything is fine
Address illegal immigration issues
Enforce city codes
Fix, upgrade rundown buildings
Fewer bike lanes
Ban illegal fireworks
% Respondents
City Council
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Quality of Life & City Services
True North Research, Inc. © 2025 8City of Santa Ana
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Among specific changes desired, addressing homelessness (26%), improving public safety (15%), and improving roads/infrastructure (11%) were the most common, followed by cleaning up/ beautifying the City (9%) and addressing parking issues (8%). Approximately 12% of respondents could not think of a change to Santa Ana that th ey desired or stated flatly that no changes are needed/everything is fine.
Given the purpose of this study, it is instru ctive that many respondents mentioned an issue (homelessness, public safety, st reets/infrastructure, etc.) that had a direct nexus to the pro- posed measure.
OVERALL PERFORMANCE RATING The final question in this series asked respondents to indicate if, overall, they were satisfied or dissatisfied with the job the City of Santa Ana is doing to provide city services. Because this question does not reference a specific program, facil- ity, or service and requested that the respondent consider the City’s performance in general, the findings of this question may be regarded as an overall performance rating for the City.
As shown in Figure 5, more than six-in-ten voters surveyed indicated that they were satisfied with the City of Santa Ana’s efforts to provide municipal services, with 13% saying they were very satisfied and 49% somewhat sati sfied. Approximately 31% report ed that they were dissatisfied with the City’s overall performance, whereas 8% were unsure or unwilling to state their opinion.
Question 4 Generally speaking, are you satisfied or diss atisfied with the jo b the City of Santa Ana is doing to provide city services?
FIGURE 5 SATISFACTION WITH CITY SERVICES
For the interested reader, figures 6 and 7 on the following page display how the percentage of respondents satisfied with the City’s overall performance varied across demographic subgroups.
The most striking pattern in the figures is the relative consistency of responses, with satisfaction ranging between 57% and 74% across all identified subgroups.
Very satisfied
12.9 Somewhat
satisfied
48.5 Somewhat
dissatisfied
17.3 Very
dissatisfied
13.2 Not sure
7.4 Prefer not to
answer
0.7 City Council
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Quality of Life & City Services
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FIGURE 6 SATISFACTION WITH CITY SERVICES BY YEARS IN SANTA ANA, CHILD IN HSLD & SURVEY LANGUAGE FIGURE 7 SATISFACTION WITH CITY SERVICES BY AGE, HOMEOWNER ON VOTER FILE & GENDER
10.7 13.7 13.8 8.6
50.1 49.4 47.5
48.9 59.0
9.0 Ver y
satisfied
21.1 15.0
3.2 11.8
Smwt
satisfied
45.1 46.457.8
59.3 0
10 20
30 40
50 60
70 80
90 100
Less than 5 5 to 9 10 to 14 15 or more Yes No English Spanish Vietnamese Years in Santa Ana (Q1) Child in Hsld (Q15) Survey Language % Respondents
12.1 11.4 14.3 13.9
48.9 49.5 47.5 49.1 49.5
7.513.811.9
Ver y
satisfied
18.6 12.6
46.6 43.3 56.4
Smwt
satisfied
45.7 0
10 20
30 40
50 60
70 80
90 100
18 to 29 30 to 39 40 to 49 50 to 64 65 or older Yes No Male Female Age Hom eowner on Voter File Gender
% Respondents
City Council
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Initial Ballot Test
True North Research, Inc. © 2025 10
City of Santa Ana
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I NITIAL B ALLOT T EST
The primary research objective of this survey wa s to estimate voters’ support for renewing the Measure X sales tax at the current 1.5 cent rate to fund general city services, such as fire protec- tion, paramedic, and 911 emergency response, cr ime prevention, graffiti removal, addressing homelessness, and keeping streets, sidewalks, pa rks and public facilities safe, clean, and well- maintained. To this end, Question 5 was designed to take an early assessment of voters’ support for the proposed measure.
The motivation for placing Question 5 near the front of the survey is twofold. First, voter support for a measure can often depend on the amount of information th ey have about a measure. At this point in the survey, the respondent has not been provided inform ation about the proposed measure beyond what is presented in the ballot la nguage. This situation is analogous to a voter casting a ballot with limited knowledge about the measure, such as what might occur in the absence of an effective campaign. Question 5, also known as the Initial Ballot Test, is thus a good measure of voter support for the proposed measure as it is today, on the natural. Because the Initial Ballot Test provides a gauge of natural support for the measure, it also serves a second purpose in that it provides a useful baseline fr om which to judge the impact of various informa- tion items conveyed later in the survey on voter support for the measure.
Question 5 Next year, voters in Santa Ana may be asked to vote on a local ballot measure. Let me read you a summary of the measure. To maintain funding for city services, such as fire pro- tection, paramedic, and 911 emergency response; crime prevention; graffiti removal; addressing homelessness; and keeping streets, sidewalks, par ks and public facilities safe, clean, and well- maintained; shall City of Santa Ana's ordinance renewing the existing 1.5 cent sales tax be adopted at the current rate (no increase), providing approximately 84 million dollars annually for city services until ended by voters, with independent audits, citizen oversight, and all money locally controlled? If the election were held today, would you vote yes or no on this measure? FIGURE 8 INITIAL BALLOT TEST
Figure 8 presents the results of the Initial Ballot
Test among all respondents. Overall, 64% of
likely November 2026 voters surveyed indi-
cated that they would support the proposed
Measure X renewal, whereas 24% stated that
they would oppose the measure and approxi-
mately 12% were unsure or unwilling to share
their vote choice. For general taxes in Califor-
nia, the level of support recorded at the Initial
Ballot Test is approximately 14 percentage
points above the simple majority (50%+1)
required for passage.
Prefer not to
answer
1.9Not sure
9.9 Definitely no
13.4 Probably no
11.0 Probably yes
32.9 Definitely yes
30.9 City Council
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Initial Ballot Test
True North Research, Inc. © 2025 11City of Santa Ana
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SUPPORT BY SUBGROUPS For the interested reader, Table 1 shows how support for the measure at the Initial Ballot Test varied by key demographic traits. The blue column (Approxi- mate % of Universe) indicates the percentage of the likely November 2026 electorate that each subgroup category comprises. Support for th e proposed measure was widespread, exceeding a majority in nearly all identified subgroups and exceeding 60% in most.
TABLE 1 DEMOGRAPHIC BREAKDOWN OF SUPPORT AT INITIAL BALLOT TEST Approximate %
of Voter
Universe
% Probably or
Definitely Yes % Not sure
Overall 100.0 63.8 9.9
Less than 5 16.1 79.3 11.1
5 to 9 14.1 78.2 2.6
10 to 14 8.0 60.6 9.8
15 or more 61.9 58.0 10.7
Satisfied 66.8 72.9 10.1
Dissatisfied 33.2 47.6 7.6
Yes 27.8 66.2 8.5
No 72.2 64.3 9.9
Excellent, good 31.1 92.9 1.4
Fair 40.8 62.0 13.5
Poor, very poor 28.1 38.1 8.7
Democrat 54.3 70.1 9.6
Republican 22.8 53.3 7.3
Other / DTS 22.9 59.2 13.4
Single dem 28.7 76.6 7.3
Dual dem 13.4 63.7 13.2
Single rep 12.4 54.3 6.3
Dual rep 3.9 55.6 8.6
Other 15.2 58.4 14.0
Mixed 26.3 58.6 10.7
English 80.4 64.0 9.7
Spanish 13.1 60.3 12.8
Vietnamese 6.5 68.2 7.5
18 to 29 23.0 73.9 14.3
30 to 39 20.3 66.3 8.0
40 to 49 13.7 56.7 9.1
50 to 64 20.0 54.9 9.3
65 or older 23.0 63.4 8.5
Since June 2016 38.6 69.0 10.1
Before June 2016 61.4 60.5 9.8
Yes 49.6 60.6 10.3
No 50.4 66.9 9.6
Yes 75.1 62.0 10.8
No 24.9 69.2 7.4
Yes 40.0 59.5 9.8
No 60.0 66.7 10.0
Yes 27.2 61.6 9.8
No 72.8 64.6 10.0
Excellent, good 50.1 74.5 9.6
Fair 35.7 61.3 11.8
Poor, very poor 14.2 32.5 6.6
Male 50.8 65.8 6.0
Female 49.2 63.9 14.8Gender
Survey Language
Quality of Life (Q2)
Overall Satisfaction (Q4)
Child in Hsld (Q15)
Registration Year
Homeowner on Voter File
Likely to Vote by Mail
Likely Jun 2026 Voter
Likely Low Turnout
Election Voter
Household Party Type
Age
Years in Santa Ana (Q1)
Fiscal Management
Rating (Q14)
Party
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Initial Ballot Test
True North Research, Inc. © 2025 12City of Santa Ana
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REASONS FOR NOT SUPPORTING MEASURE Respondents who did not support the measure or were unsure at the Initial Ballot Test were subsequently asked if there was a particu- lar reason for their position. Question 6 was as ked in an open-ended manner, allowing respon- dents to mention any reason that came to mind without being prompted by or restricted to a particular list of options. True North later reviewed the verbatim responses and grouped them into the categories shown in Figure 9.
Among the reasons offered for no t supporting the measure, the per ception that city funds have been/will be mismanaged or misspent (34%), a belief that taxes are already too high (25%), and a need for more information (16%) were the most common.
Question 6 Is there a particular reason why you do not support or are unsure about the mea- sure I just described?
FIGURE 9 REASONS FOR NOT SUPPORTING MEASURE
33.7 25.3
16.0 11.0
7.0 5.5
5.4 5.3
3.7 3.2
3.1 2.5
2.0 1.9
2.7 3.5
0 5 10 15 20 25 30 35
Money is misspent, mismanaged
Taxes already too high
Need more information
Not sure / No particular reason
M oney should not go to law enforcement
Other ways to be funded
Economic, inflation, cost of living concerns
It will hurt local economy
Do not trust City
Reference to other cities with lower tax rates
Illegal immigration issues
Money will go to employee salaries, pensions
Mentioned past ballot measure
Oppose some potential spending projects
Other higher priorities in community
City has enough money
% Respondents Who Do Not Support Measure
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Projects & Services
True North Research, Inc. © 2025 13
City of Santa Ana
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P ROJECTS & S ERVICES
The ballot language presented in Question 5 indicated that the proposed sales tax measure would be used to fund general city services, su ch as fire protection, paramedic, and 911 emer- gency response, crime prevention, graffiti re moval, addressing homelessness, and keeping streets, sidewalks, parks and public facilities safe, clean, and well-maintained. The purpose of Question 7 was to provide respondents with a fu ll range of projects and services that may be funded by the measure, and to identify which of these projects voters most favored funding with sales tax proceeds.
After reading each project or service that ma y be funded by the measure, respondents were asked if they would favor or oppose spending some of the money on that particular item assum- ing that the measure passes. Descriptions of th e projects tested, as well as voters’ responses, are shown in Figure 10 below.3
Question 7 The measure we've been discussing will provide funding for a variety of services in your community. If the measure passes, would you favor or oppose using some of the money to:
_____, or do you not have an opinion?
FIGURE 10 PROJECTS & SERVICES
All projects and services tested were popular with Santa Ana voters, with more than seven-in-ten respondents indicating they would favor spendi ng measure proceeds on each of the 10 items tested. That said, the services that resonated with the largest percentage of respondents were removing graffiti and cleaning up piles of tras h and litter along streets, sidewalks, and in public areas (91% strongly or somewh at favor), keeping parks and pl aygrounds safe, clean, and well-
3. For the full text of the services tested, turn to Question 7 in Questionnaire & Toplines on page 31.
69.8 69.4
68.2 66.7
62.5 65.2
67.8 54.2
48.8 51.0
21.2 20.9
22.1 22.7
26.3 22.4
16.5 26.3
29.1 21.4
0 1 02 03 04 05 06 07 08 09 0 1 0 0
Remove graffiti and clean piles of trash and litter along streets, sidewalks, and in public areas
Keep parks and playgrounds safe, clean, and well-maintained Fix potholes and pave/maintain city streets
Provide quick responses to 911 emergencies
Repair aging infrastructure including storm drains, bridges, sidewalks, and public facilities
Provide fire protection and paramedic services
Address homelessness
Provide recreation, education, and employment programs for youth and seniors
Provide library services
Provide law enforcement services, including crime prevention and investigations
Q7iQ7fQ7dQ7bQ7eQ7aQ7jQ7gQ7hQ7c
% Respondents
Strongly favor Somewhat favor
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Projects & Services
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maintained (90%), fixing potholes and paving/maintaining city streets (90%), and providing quick responses to 911 emergencies (89%).
SERVICE RATINGS BY INITIAL SUPPORT Table 2 presents the top five services (based on the percentage of respondents who strongly favor each) by position at the Initial Ballot Test.
Not surprisingly, individuals who initially opposed the measure were generally less likely to favor spending money on a given service when compar ed with supporters. Nevertheless, initial sup- porters, opponents, and the undecided did agree on two of the top five priorities for funding.
TABLE 2 TOP PROJECTS & SERVICES BY POSITION AT INITIAL BALLOT TEST Position at
Initial Ballot
Test (Q5) Item Project/Service Summary
% Strongly
Favor
Q7j Address homelessness 79
Q7i Remove graffiti and clean piles of trash and litter along streets, sidewalks, and in public areas 76
Q7b Provide quick responses to 911 emergencies 76
Q7f Keep parks and playgrounds safe, clean, and well-maintained 75 Q7a Provide fire protection and paramedic services 73
Q7d Fix potholes and pave/maintain city streets 55
Q7f Keep parks and playgrounds safe, clean, and well-maintained 52 Q7i Remove graffiti and clean piles of trash and litter along streets, sidewalks, and in public areas 51
Q7j Address homelessness 47
Q7e Repair aging infrastructure including storm drains, bridges, sidewalks, and public facilities 46
Q7i Remove graffiti and clean piles of trash and litter along streets, sidewalks, and in public areas 79
Q7f Keep parks and playgrounds safe, clean, and well-maintained 72 Q7d Fix potholes and pave/maintain city streets 68
Q7a Provide fire protection and paramedic services 68
Q7b Provide quick responses to 911 emergencies 62
Probably or
Definitely Yes
(n = 397)
Probably or
Definitely No
(n = 152)
Not Sure
(n = 62)
City Council
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Positive Arguments
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City of Santa Ana
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P OSITIVE A RGUMENTS
If the City chooses to place a measure on an up coming ballot, voters will be exposed to various arguments about the measure in the ensuing months. Proponents of the measure will present arguments to try to persuade voters to support a measure, just as opponents may present argu- ments to achieve the opposite goal. For this study to be a reliable gauge of voter support for the proposed sales tax measure, it is important that the survey simulate the type of discussion and debate that will occur prior to the vote taking place and identify how this information ultimately shapes voters’ opinions about the measure.
The objective of Question 8 was thus to present respondents with arguments in favor of the pro- posed measure and identify whether they felt the arguments were convincing reasons to support it. Arguments in opposition to the measure were also presented and are discussed later in this report (see Negative Arguments on page 20). Within each series, specific arguments were admin- istered in random order to avoid a systematic position bias.
Question 8 What I'd like to do now is tell you what some people are saying about the measure we've been discussing. Supporters of the measure say: _____. Do you think this is a very convinc- ing, somewhat convincing, or not at all convincing reason to SUPPORT the measure? FIGURE 11 POSITIVE ARGUMENTS
38.1 35.0
40.8 39.0
35.4 36.4
33.7 33.7
35.7 25.9
38.0 36.8
30.7 32.4
34.0 33.0
34.6 33.1
30.8 33.1
0 1 02 03 04 05 06 07 08 09 0 1 0 0
All money raised by measure will stay local to fund essential services, facilities here in Santa Ana; by law, it can’t be taken away by Federal Government, State or County
City maintains 454 miles of streets, 90 miles of storm drains, 371 acres of parks, playfields; measure provides funding we need to keep our streets, infrastructure, parks in good condition Fast emergency response times for 911 critical for saving lives; measure ensures enough law enforcement officers, firefighters, paramedics to respond quickly to 911 emergencies
All money raised by measure will stay local to fund essential services and facilities here in Santa Ana; by law, it can’t be taken away by State or County
Most of sales tax generated locally goes to State, County; measure ensures higher percentage of sales tax dollars stay in Santa Ana, we have local control over how those funds are spent
Measure will not increase sales tax your household currently pays; it simply extends sales tax approv ed by v oters in 2018 at current rate to continue funding important city services
Ov er past 6 y rs, City reinv ested ev ery dime of sales tax back into community to fix streets, infrastructure, public safety, graffiti, pay for city services; voting yes will allow important source of funding to continue
Measure will help protect quality of life, keep Santa Ana a special place to live by keeping city safe, clean, well-maintained Measure includes a clear system of accountability incl citizen oversight, independent audits, public disclosure of how all funds are spent
M uch of money raised by sales tax comes from people who v isit, pass through Santa Ana, don’t live here; measure will make sure they pay fair share for facilities, services they use while in city Q8c2Q8fQ8gQ8c1Q8eQ8aQ8iQ8dQ8bQ8h
% Respondents
Very convincing Somewhat convincing
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Positive Arguments
True North Research, Inc. © 2025 16City of Santa Ana
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Figure 11 presents the truncated positive arguments tested, as well as voters’ reactions to the arguments. The arguments are sorted from most convincing to least convincing based on the percentage of respondents who indicated that the argument was either a ‘very convincing’ or ‘somewhat convincing’ reason to support the measure. Using this methodology, the most com- pelling positive arguments were: All money raised by the measure will stay local to fund essen- tial services and facilities here in Santa Ana. By law, it can't be taken away by the Federal Government, State or County (76% very or somewhat convincing), The City maintains 454 miles of streets, 90 miles of storm drains, and 371 acres of parks and playfields. This measure pro- vides the funding we need to keep our streets, infrastructure, and parks in good condition (72%), and Fast emergency response times for 9-1-1 calls are critical for saving lives. This measure ensures that we have enough law enforcement officers, firefighters, and paramedics to respond quickly to 911 emergencies (72%).
TOP POSITIVE ARGUMENTS BY INITIAL SUPPORT Table 3 on the next page lists the top five most convincing positive arguments (based on the percentage of respondents who cited it as very convincing) according to respondents’ vote choice at the Initial Ballot Test. The most striking pattern in the table is that the positive arguments resonated with a much higher percentage of voters who were initially inclined to support the measure when compared to voters who initially opposed the measure or were unsu re. Nevertheless, three specific arguments were ranked among the top five most compelling by supporters, opponents, and the undecided.
City Council
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Positive Arguments
True North Research, Inc. © 2025 17City of Santa Ana
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TABLE 3 TOP POSITIVE ARGUMENTS BY POSITION AT INITIAL BALLOT TEST Position at
Initial Ballot
Test (Q5) Item Positive Argument Summary
% Very
Convincing
Q8c1 All money raised by measure will stay local to fund essential services and facilities here in Santa Ana; by law, it can’t be taken away by State or County 55 Q8g
Fast emergency response times for 911 critical for saving lives; measure ensures enough law enforcement officers, firefighters, paramedics to respond quickly to 911 emergencies
55 Q8c2 All money raised by measure will stay local to fund essential services, facilities here in Santa Ana; by law, it can’t be taken away by Federal Government, State or County 50 Q8b Measure includes a clear system of accountability incl citizen oversight, independent audits, public disclosure of how all funds are spent 49 Q8a
Measure will not increase sales tax your household currently pays; it simply extends sales tax approved by voters in 2018 at current rate to continue funding important city services
49 Q8c1 All money raised by measure will stay local to fund essential services and facilities here in Santa Ana; by law, it can’t be taken away by State or County 13 Q8a
Measure will not increase sales tax your household currently pays; it simply extends sales tax approved by voters in 2018 at current rate to continue funding important city services
12 Q8g
Fast emergency response times for 911 critical for saving lives; measure ensures enough law enforcement officers, firefighters, paramedics to respond quickly to 911 emergencies
11 Q8c2 All money raised by measure will stay local to fund essential services, facilities here in Santa Ana; by law, it can’t be taken away by Federal Government, State or County 10 Q8e
Most of sales tax generated locally goes to State, County; measure ensures higher percentage of sales tax dollars stay in Santa Ana, we have local control over how those funds are spent
10 Q8c2 All money raised by measure will stay local to fund essential services, facilities here in Santa Ana; by law, it can’t be taken away by Federal Government, State or County 33 Q8g
Fast emergency response times for 911 critical for saving lives; measure ensures enough law enforcement officers, firefighters, paramedics to respond quickly to 911 emergencies
33 Q8a
Measure will not increase sales tax your household currently pays; it simply extends sales tax approved by voters in 2018 at current rate to continue funding important city services
21 Q8b Measure includes a clear system of accountability incl citizen oversight, independent audits, public disclosure of how all funds are spent 20 Q8e
Most of sales tax generated locally goes to State, County; measure ensures higher percentage of sales tax dollars stay in Santa Ana, we have local control over how those funds are spent
20 Probably or
Definitely Yes
(n = 397)
Probably or
Definitely No
(n = 152)
Not Sure
(n = 62)
City Council
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25 3/17/2026
Interim Ballot Test
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City of Santa Ana
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I NTERIM B ALLOT T EST
After exposing respondents to services that could be funded by the measure as well as the types of positive arguments voters may encounter during an election cycle, the survey again presented respondents with the ballot language used prev iously to gauge how support for the proposed sales tax measure may have changed. As shown in Figure 12, overall support among likely November 2026 voters ticked up to 68%, with 37% of voters indicating that they would definitely vote yes on the measure. Approximately 23% of respondents opposed the measure at this point in the survey, and an additional 10% were unsure or unwilling to state their vote choice.
Question 9 Sometimes people change their mind about a measure once they have more infor- mation about it. Now that you have heard a bit more about the measure, let me read you a sum- mary of it again. To maintain funding for city services, such as fire protection, paramedic, and 911 emergency response; crime pr evention; graffiti removal; addressing homelessness; and keeping streets, sidewalks, parks and public facilities safe, clean, and well-maintained; shall City of Santa Ana's ordinance renewing the existing 1.5 cent sales tax be adopted at the current rate (no increase), providing approximately 84 million dollars annually for city services until ended by voters, with independent audits, citizen oversight, and all money locally controlled? If the elec- tion were held today, would you vote yes or no on this measure? FIGURE 12 INTERIM BALLOT TEST
SUPPORT BY SUBGROUPS Table 4 on the next page show s how support for the measure at this point in the survey varied by key voter subgroups, as well as the percentage change in subgroup support when compared with the Initial Ballot Test . Positive differences appear in green, whereas negative differences in red. Support for the proposed sales tax measure increased or decreased by modest amounts (five percentage points or less) between the Initial and Interim Ballot Tests for most subgroups. No table exceptions inclu de those living in mixed partisan households (+8%), voters age 40 to 49 (+7%), home owners (+6%), and those likely to participate in low turnout elections (+6%).
Definitely yes
37.3 Probably yes
30.2 Probably no
10.3 Definitely no
12.3 Not sure
7.6 Prefer not to
answer
2.3 City Council
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Interim Ballot Test
True North Research, Inc. © 2025 19City of Santa Ana
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TABLE 4 DEMOGRAPHIC BREAKDOWN OF SUPPORT AT INTERIM BALLOT TEST Approximate %
of Voter
Universe
% Probably or
Definitely Yes
Change From
Initial Ballot
Test (Q5)
Overall 100.0 67.5 +3.7
Less than 5 16.1 81.4 +2.1
5 to 9 14.1 80.8 +2.6
10 to 14 8.0 60.9 +0.3
15 or more 61.9 62.8 +4.8
Satisfied 66.8 78.0 +5.2
Dissatisfied 33.2 45.8 -1.8
Yes 27.8 66.9 +0.6
No 72.2 69.9 +5.6
Excellent, good 31.1 94.7 +1.7
Fair 40.8 71.1 +9.1
Poor, very poor 28.1 33.3 -4.8
Democrat 54.3 73.9 +3.8
Republican 22.8 56.4 +3.1
Other / DTS 22.9 63.3 +4.0
Single dem 28.7 78.2 +1.6
Dual dem 13.4 65.6 +2.0
Single rep 12.4 57.5 +3.1
Dual rep 3.9 60.2 +4.7
Other 15.2 61.1 +2.7
Mixed 26.3 66.2 +7.6
English 80.4 68.8 +4.8
Spanish 13.1 59.5 -0.7
Vietnamese 6.5 68.1 -0.1
18 to 29 23.0 77.7 +3.8
30 to 39 20.3 71.0 +4.6
40 to 49 13.7 63.7 +7.0
50 to 64 20.0 58.7 +3.8
65 or older 23.0 64.2 +0.8
Since June 2016 38.6 73.9 +5.0
Before June 2016 61.4 63.5 +2.9
Yes 49.6 66.9 +6.3
No 50.4 68.1 +1.2
Yes 75.1 65.4 +3.4
No 24.9 73.7 +4.5
Yes 40.0 63.6 +4.2
No 60.0 70.1 +3.4
Yes 27.2 67.8 +6.2
No 72.8 67.4 +2.8
Excellent, good 50.1 79.8 +5.3
Fair 35.7 65.3 +4.1
Poor, very poor 14.2 30.1 -2.4
Male 50.8 70.5 +4.6
Female 49.2 66.8 +2.9
Likely Low Turnout
Election Voter
Quality of Life (Q2)
Gender
Registration Year
Homeowner on Voter File
Likely to Vote by Mail
Likely Jun 2026 Voter
Party
Household Party Type
Survey Language
Age
Years in Santa Ana (Q1)
Overall Satisfaction (Q4)
Child in Hsld (Q15)
Fiscal Management
Rating (Q14)
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Negative Arguments
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N EGATIVE A RGUMENTS
Whereas Question 8 presented respondents with arguments in favor of the measure, Question 10 presented respondents with arguments designed to elicit opposition to the measure. In the case of Question 10, however, respondents were asked if they felt that the argument was a very convincing, somewhat convincing, or not at all convincing reason to oppose the measure. The arguments tested, as well as voters’ opinions about the arguments, are presented in Figure 13.
Question 10 Next, let me tell you what opponents of the measure are saying. Opponents of the measure say: _____. Do you think this is a very convincing, somewhat convincing, or not at all convincing reason to OPPOSE the measure?
FIGURE 13 NEGATIVE ARGUMENTS
Among the negative arguments tested, the most compelling were: Residents and local businesses have been hit hard by inflation, high interest rates, and cost of living increases. Many are strug- gling to stay afloat. Now is not the time to raise taxes (75% very or somewhat convincing), Every- one is coming after us for tax increases - including state and county taxes, school bonds, and other taxes that will be on the ballot next year. Enough is enough. We can't afford to keep raising our taxes (67%), and There are no guarantees on how funds will be spent, which means the City can divert the money to pet projects without any say from voters. We can't trust the City with our tax dollars. They will mismanage the money (67%).
TOP NEGATIVE ARGUMENTS BY INITIAL SUPPORT Table 5 on the next page ranks the top five negative arguments (based on % very convincing) according to respondents’ vote choice at the Initial Ballot Test.
50.5 34.5
30.1 25.4
33.5 39.7
25.3 24.3
32.7 36.6
38.4 28.2
21.9 23.4
0 1 02 03 04 05 06 07 08 09 0 1 0 0
Residents, local businesses hav e been hit hard by inflation, high interest rates, cost of living increases; many are struggling to stay afloat; now is not the time to raise taxes
Everyone is coming after us for tax increases incl state, county taxes, school bonds, other taxes that will be on the ballot next year. Enough is enough; we can’t afford to keep raising our taxes
There are no guarantees on how funds will be spent, which means City can divert money to pet projects without any say from voters; we can’t trust City with tax dollars they will mismanage money
Santa Ana is an expensive place to live, especially for young families, seniors, those on fixed incomes; passing tax will make it even less affordable
City employees are making too much money in salary,
pensions, benefits, that’s the problem; City needs to tighten its belt before asking residents to pay more taxes
Santa Ana has the highest sales tax of any city in Orange County This tax will last forever; there is no expiration date Q10a1Q10cQ10bQ10a2Q10dQ10eQ10f
% Respondents
Very convincing Somewhat convincing
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Negative Arguments
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TABLE 5 TOP NEGATIVE ARGUMENTS BY POSITION AT INITIAL BALLOT TEST Position at
Initial Ballot
Test (Q5) Item Negative Argument Summary
% Very
Convincing
Q10a1
Residents, local businesses have been hit hard by inflation, high interest rates, cost of living increases; many are struggling to stay afloat; now is not the time to raise taxes
42 Q10e Santa Ana has the highest sales tax of any city in Orange County 30 Q10c
Everyone is coming after us for tax increases incl state, county taxes, school bonds, other taxes that will be on the ballot next year. Enough is enough; we can’t afford to keep raising our taxes
27 Q10d City employees are making too much money in salary, pensions, benefits, that’s the problem; City needs to tighten its belt before asking residents to pay more taxes 27 Q10b
There are no guarantees on how funds will be spent, which means City can divert money to pet projects without any say from voters; we can’t trust City with tax dollars they will mismanage money
21 Q10a1
Residents, local businesses have been hit hard by inflation, high interest rates, cost of living increases; many are struggling to stay afloat; now is not the time to raise taxes
65 Q10e Santa Ana has the highest sales tax of any city in Orange County 62 Q10b
There are no guarantees on how funds will be spent, which means City can divert money to pet projects without any say from voters; we can’t trust City with tax dollars they will mismanage money
56 Q10c
Everyone is coming after us for tax increases incl state, county taxes, school bonds, other taxes that will be on the ballot next year. Enough is enough; we can’t afford to keep raising our taxes
55 Q10d City employees are making too much money in salary, pensions, benefits, that’s the problem; City needs to tighten its belt before asking residents to pay more taxes 51 Q10a1
Residents, local businesses have been hit hard by inflation, high interest rates, cost of living increases; many are struggling to stay afloat; now is not the time to raise taxes
69 Q10e Santa Ana has the highest sales tax of any city in Orange County 48 Q10d City employees are making too much money in salary, pensions, benefits, that’s the problem; City needs to tighten its belt before asking residents to pay more taxes 36 Q10c
Everyone is coming after us for tax increases incl state, county taxes, school bonds, other taxes that will be on the ballot next year. Enough is enough; we can’t afford to keep raising our taxes
33 Q10f This tax will last forever; there is no expiration date 27 Not Sure
(n = 62)
Probably or
Definitely Yes
(n = 397)
Probably or
Definitely No
(n = 152)
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Final Ballot Test
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F INAL B ALLOT T EST
Voters’ opinions about ballot measures are often not rigid, especially when the amount of infor- mation presented to the public on a measure ha s been limited. An important goal of the survey was thus to gauge how voters’ opinions abou t the proposed measure may be affected by the information they could encounter during the course of an election cycle. After providing respon- dents with the wording of the proposed measur e, projects and services that could be funded, and arguments in favor of and against the prop osal, the survey again asked voters whether they would vote ‘yes’ or ‘no’ on the proposed sales tax measure.
Question 11 Now that you have heard a bit more about the measure, let me read you a sum- mary of it one more time. To maintain funding for city services, such as fire protection, para- medic, and 911 emergency response; crime prevention; graffiti removal; addressing homelessness; and keeping streets, sidewalks, par ks and public facilities safe, clean, and well- maintained; shall City of Santa Ana's ordinance renewing the existing 1.5 cent sales tax be adopted at the current rate (no increase), providing approximately 84 million dollars annually for city services until ended by voters, with independent audits, citizen oversight, and all money locally controlled? If the election were held today, would you vote yes or no on this measure? FIGURE 14 FINAL BALLOT TEST
At this point in the survey, support for the measure was found among 63% of likely November 2026 voters surveyed, with 32% indicating they would definitely support the measure. Approxi- mately 26% of respondents opposed the measure at the Final Ballot Test, and 11% were unsure or unwilling to state their vote choice.
Prefer not to
answer
3.1Not sure
7.9 Definitely no
12.4 Probably no
13.8 Probably yes
31.2 Definitely yes
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Change in Support
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C HANGE IN S UPPORT
Table 6 provides a closer look at how supp ort for the proposed measure changed over the course of the survey by calculating the difference in support between the Initial, Interim, and Final Ballot Tests within subgroups of voters. Th e percentage of support for the measure at the Final Ballot Test is shown in the column with the heading % Probably or Definitely Yes . The col- umns to the right show the difference between the Final and the Initial, and the Final and Interim Ballot Tests. Positive differences appear in green, and negative differences appear in red.
TABLE 6 DEMOGRAPHIC BREAKDOWN OF SUPPORT AT FINAL BALLOT TEST Approximate %
of Voter
Universe
% Probably or
Definitely Yes
Change From
Initial Ballot
Test (Q5)
Change From
Interim Ballot
Test (Q9)
Overall 100.0 62.8 -1.0 -4.7
Less than 5 16.1 76.6 -2.7 -4.8
5 to 9 14.1 76.0 -2.2 -4.8
10 to 14 8.0 59.9 -0.7 -1.0
15 or more 61.9 57.6 -0.4 -5.2
Satisfied 66.8 71.8 -1.0 -6.2
Dissatisfied 33.2 44.8 -2.8 -1.0
Yes 27.8 60.7 -5.5 -6.1
No 72.2 65.0 +0.8 -4.8
Excellent, good 31.1 92.9 -0.1 -1.8
Fair 40.8 64.5 +2.5 -6.6
Poor, very poor 28.1 32.9 -5.3 -0.4
Democrat 54.3 68.6 -1.5 -5.3
Republican 22.8 51.3 -2.0 -5.1
Other / DTS 22.9 60.4 +1.2 -2.9
Single dem 28.7 70.9 -5.8 -7.4
Dual dem 13.4 64.0 +0.3 -1.6
Single rep 12.4 54.4 +0.0 -3.1
Dual rep 3.9 53.5 -2.1 -6.8
Other 15.2 60.8 +2.4 -0.4
Mixed 26.3 60.0 +1.3 -6.3
English 80.4 64.5 +0.5 -4.3
Spanish 13.1 51.4 -8.9 -8.2
Vietnamese 6.5 65.4 -2.8 -2.7
18 to 29 23.0 76.6 +2.7 -1.1
30 to 39 20.3 61.8 -4.5 -9.1
40 to 49 13.7 53.2 -3.5 -10.5
50 to 64 20.0 53.3 -1.5 -5.3
65 or older 23.0 63.8 +0.4 -0.4
Since June 2016 38.6 70.7 +1.8 -3.2
Before June 2016 61.4 57.8 -2.7 -5.7
Yes 49.6 61.9 +1.4 -4.9
No 50.4 63.7 -3.3 -4.5
Yes 75.1 61.7 -0.3 -3.7
No 24.9 66.1 -3.0 -7.6
Yes 40.0 62.3 +2.9 -1.3
No 60.0 63.1 -3.5 -6.9
Yes 27.2 64.5 +2.9 -3.4
No 72.8 62.2 -2.4 -5.2
Excellent, good 50.1 76.1 +1.6 -3.7
Fair 35.7 57.8 -3.5 -7.5
Poor, very poor 14.2 29.2 -3.3 -0.9
Male 50.8 67.9 +2.1 -2.5
Female 49.2 60.0 -3.9 -6.8
Likely Low Turnout
Election Voter
Quality of Life (Q2)
Gender
Registration Year
Homeowner on Voter File
Likely to Vote by Mail
Likely Jun 2026 Voter
Party
Household Party Type
Survey Language
Age
Years in Santa Ana (Q1)
Overall Satisfaction (Q4)
Child in Hsld (Q15)
Fiscal Management
Rating (Q14)
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Change in Support
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As expected, voters generally responded to the negative arguments with a reduction in their sup- port for the sales tax measure when compared with the levels recorded at the Interim Ballot Test.
However, the general trend over the course of th e entire survey (Initial to Final Ballot Test) was one of stability, averaging -1% overall. Support for the proposed sales tax measure at the Final Ballot Test (63%) remained 13% above the simple majority (50%+1) required for passage.
Whereas Table 6 displays changes in support for the measure over the course of the interview at the subgroup level, Table 7 displays the indivi dual-level changes that occurred between the Ini- tial and Final Ballot tests for the measure. On th e left side of the table is shown each of the response options to the Initial Ballot Test and the percentage of respondents in each group. The cells in the body of the table depict movement within each response group (row) based on the information provided throughout th e course of the survey as recorded by the Final Ballot Test.
For example, in the first row we see that of the 30.9% of respondents who indicated that they would definitely support the measure at the Initia l Ballot Test, 23.7% also indicated they would definitely support the measure at the Final Ballot Test. Approximately 5.5% moved to the proba- bly support group, 1.2% moved to the probably oppose group, 0.4% moved to the definitely oppose group, and 0.1% stated they were now unsure of their vote choice.
To ease interpretation of the table, the cells are color coded. Red shaded cells indicate declining support, green shaded cells indicate increasing support, whereas white cells indicate no move- ment. Moreover, within the cells, a white font indicates a fundamental change in the vote: from yes to no, no to yes, or not sure to either yes or no.
TABLE 7 MOVEMENT BETWEEN INITIAL & FINAL BALLOT TEST
As one might expect, the information conveyed in the survey had the greatest impact on individ- uals who either weren’t sure about how they would vote at the Initial Ballot Test or were tentative in their vote choice (probably yes or probably no). Moreover, Table 7 makes clear that although the information did impact some voters, it did not do so in a consistent way for all respondents.
Some respondents found the info rmation conveyed during the co urse of the interview to be a reason to become more supportive of the measure, whereas a similar percentage found the same information to be a reason to be less supp ortive. Despite 14% of respondents making a fundamental4 shift in their opinion about the measure over the course of the interview, the net impact is that support for the measure at the Final Ballot Test (63%) was just one percentage point different than support at the Initial Ballot Test (64%).
4. This is, they changed from a position of support, opposition, or undecided at the Initial Ballot Test to a dif- ferent position at the Final Ballot Test.
Definitely
support
Probably
support
Probably
oppose
Definitely
oppose Not sure
Definitely support 30.9% 23.7% 5.5% 1.2% 0.4% 0.1%
Probably support 32.9% 6.6% 21.8% 2.6% 0.1% 1.8%
Probably oppose 11.0% 0.0% 1.5% 7.0% 1.1% 1.4%
Definitely oppose 13.4% 0.2% 0.0% 2.1% 10.7% 0.3%
Not sure 11.8% 1.0% 2.5% 0.9% 0.1% 7.4%
Initial Ballot Test (Q5)
Final Ballot Test (Q11)
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Alternative Options
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A LTERNATIVE O PTIONS
To this point in the survey, voters were asked about a measure that would continue the existing
1.5 cent sales tax until ended by voters. For thos e who were unsure or opposed to the measure at the Final Ballot Test (Question 11), the surveyed followed up with alternative options.
SUPPORT WITH 20 YEAR SUNSET Adding a 20 year sunset to the measure had little appreciable impact on support for the proposal, as shown in Figure 15. Just 1% of respondents switched to a supportive position with the addition of a sunset, bringing total support for this option to 64%.
Question 12 What if the measure extended the sales ta x at the current 1.5 cent rate for a set period of 20 years? Under these circumstances, would you vote yes or no on this measure? FIGURE 15 FINAL BALLOT TEST 20 YEAR EXTENSION INFO
SUPPORT WITH RATE REDUCTION Respondents who were unwilling to support the proposal at Question 12 were subsequently ask ed whether they would support the measure if it reduced the sales tax rate from 1.5 cent to 1.25 ce nts until ended by voters (see Figure 16). An additional 8% of respondents switched to a suppo rtive position if the measure involved a rate reduction, bringing total support for this option to 72%.
Definitely yes @
1.5 cents
62.8 Definitely yes
0.0 Probably yes
1.4 Probably no
8.6 Definitely no
17.4 Not sure
6.7 Prefer not to
answer
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Alternative Options
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Question 13 What if the measure reduced the sales tax from the current 1.5 cent rate to 1.25 cents until ended by voters? Under these circumstances, would you vote yes or no on this mea- sure?
FIGURE 16 FINAL BALLOT TEST SALES TAX REDUCTION INFO
Prefer not to
answer
3.3 Definitely yes @
1.5 cents
62.8 Definitely yes @
1.5 cents for 20
yrs
1.4 Definitely yes
2.7 Probably yes
5.1 Probably no
8.1 Definitely no
10.3 Not sure
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Background & Demographics
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B ACKGROUND & D EMOGRAPHICS
TABLE 8 DEMOGRAPHICS OF SAMPLE
In addition to questions dire ctly related to the proposed measure, the study collected basic demographic informa- tion about respondents and their households. Some of this information was gathered during the interview, although much of it was collected from the voter file. The profile of the likely November 2026 voter sample represented in this report is shown in Table 8.
Total Respondents 623
Years in Santa Ana (Q1)
Less than 5 15.8
5 to 9 13.9
10 to 14 7.9
15 or more 61.0
Prefer not to answer 1.5
Child in Hsld (Q15)
Yes 26.0
No 67.6
Prefer not to answer 6.4
Gender
Male 48.3
Female 46.9
Non-binary 0.5
Prefer not to answer 4.3
Party
Democrat 54.3
Republican 22.8
Other / DTS 22.9
Age
18 to 29 23.0
30 to 39 20.3
40 to 49 13.7
50 to 64 20.0
65 or older 23.0
Registration Year
Since June 2016 38.6
Before June 2016 61.4
Household Party Type
Single dem 28.7
Dual dem 13.4
Single rep 12.4
Dual rep 3.9
Other 15.2
Mixed 26.3
Homeowner on Voter File
Yes 49.6
No 50.4
Likely to Vote by Mail
Yes 75.1
No 24.9
Likely Jun 2026 Voter
Yes 40.0
No 60.0
Likely Low Turnout Election Voter
Yes 27.2
No 72.8
Survey Language
English 80.4
Spanish 13.1
Vietnamese 6.5
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Methodology
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M ETHODOLOGY
The following sections outline the methodology used in the study, as well as the motivation for using certain techniques.
QUESTIONNAIRE DEVELOPMENT Dr. McLarney of True North Research worked closely with the City of Santa Ana to develop a question naire that covered the topics of interest and avoided possible sources of system atic measurement error, incl uding position-order effects, wording effects, response-category effects, sc aling effects, and priming. Several questions included multiple individual items. Because asking the items in a set order can lead to a system- atic position bias in responses, items were asked in random order for each respondent.
Some questions asked in this study were presen ted only to a subset of respondents. For exam- ple, only individuals who did not support the sales tax measure (or were unsure) at the Initial Bal- lot Test (Question 5) were asked Question 6 regarding their reasons for not supporting the measure. In some cases, two versions of a project or argument were tested to identify how word- ing or framing differences impact perception of the item. In such cases, half of the sample received the item with version 1 wording (e.g., Qu estion 8, item C1) and the other half received version 2 (e.g., Question 8, item C2). The questionnaire included with this report (see Question- naire & Toplines on page 31) identifies the skip instructions that were used during the interview to ensure that each respondent received the appropriate questions.
PROGRAMMING, PRE-TEST & TRANSLATION Prior to fielding the survey, the ques- tionnaire was CATI (Computer Assisted Telephone Interviewing) programmed to assist interview- ers when conducting telephone interviews. Th e CATI program automatically navigates skip patterns, randomizes the appropriate question it ems, and alerts the inte rviewer to keypunching mistakes should they occur. The survey was also programmed into a passcode-protected online survey application to allow online participation for sampled voters. The integrity of the question- naire was pre-tested internally by True North an d by dialing into voter households in the City prior to formally beginning the survey. Once finalized, the questionnaire was professionally translated into Spanish and Vietnamese to allow for data collection in three languages.
SAMPLE The survey was administered to a stratified and clustered random sample of regis- tered voters in the City who are likely to participate in the November 2026 general election, with a subset who are also likely to participate in the lower-turnout June 2026 primary. Consistent with the profile of this universe, the sample was stratified into clusters, each representing a com- bination of age, gender, and household party type. Individuals were then randomly selected based on their profile into an appropriate cluster. This method ensures that if a person of a par- ticular profile refuses to participate, they are replaced by an individual who shares their same profile.
STATISTICAL MARGIN OF ERROR By using the probability-based sampling design noted above, True North ensured that the final sa mple was representative of voters in the city who are likely to participate in the November 2026 general election. The results of the survey can thus be used to estimate the opinions of all voters likely to participate in said election.
Because not all voters participated in the study, however, the results have what is known as a sta- tistical margin of error due to sampling. The ma rgin of error refers to the difference between
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Methodology
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what was found in the survey of voters for a particular question and what would have been found if all of the estimated 78,658 likely November 2026 voters iden tified in the city had been sur- veyed for the study.
Figure 17 provides a graphic plot of the maximum margin of error in this study. The maximum margin of error for a dichotomous percentage re sult occurs when the answers are evenly split such that 50% provide one response and 50% prov ide the alternative response. For this survey, the maximum margin of error is ± 3.9% at the 95% confidence level.
FIGURE 17 MAXIMUM MARGIN OF ERROR DUE TO SAMPLING
Within this report, figures and tables show ho w responses to certain questions varied by sub- groups such as age, gender, and partisan affilia tion. Figure 17 is thus useful for understanding how the maximum margin of error for a percentage estimate will grow as the number of individ- uals asked a question (or in a particular subgro up) shrinks. Because the margin of error grows exponentially as the sample size decreases, the reader should use caution when generalizing and interpreting the results for small subgroups.
RECRUITING & DATA COLLECTION The survey followed a mixed-method design that employed multiple recruiting methods (telephone, text, and email) and multiple data collection methods (telephone and online). Te lephone interviews averaged 17 minutes in length and were conducted during weekday evenings (5:30PM to 9PM) and on weekends (10AM to 5PM). It is stan- dard practice not to call during the day on we ekdays because most working adults are unavail- able and thus calling during those hours would likely bias the sample.
Voters recruited via email and text were assigned a unique passcode to ensure that only voters who received an invitation could access the online survey site, and that each voter could com- 623 Respondents
± 3.9%
0%
2%
4%
6%
8%
10%
12%
14%
0 100 200 300 400 500 600 700 800 900 1000 1100 1200 1300 1400 1500 1600 Sample Size (Number of Respondents)
Margin of Error
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Methodology
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plete the survey only one time. A total of 623 surveys were completed between December 10 and December 16, 2025.
DATA PROCESSING Data processing consisted of checking the data for errors or inconsis- tencies, coding and recoding responses, weighting, and preparing frequency analyses and cross- tabulations.
ROUNDING Numbers that end in 0.5 or higher are rounded up to the nearest whole num- ber, whereas numbers that end in 0.4 or lower are rounded down to the nearest whole number.
These same rounding rules are also applied, when needed, to arrive at numbers that include a decimal place in constructing figures and tables. Occasionally, these rounding rules lead to small discrepancies in the first decimal place when comparing tables and charts for a given question.
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Questionnaire & Toplines
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Q UESTIONNAIRE & T OPLINES
True North Research, Inc. © 2025 Page 1
City of Santa Ana
Baseline Sales Tax Feasibility Survey
Final Toplines (n=623)
December 2025
Section 1: Introduction to Study
Hi, may I please speak to _____. My name is _____, and Im calling from TNR on behalf of the City of Santa Ana. Were conducting a confidential survey of voters about important issues in the city and Id like to get your opinions.
If needed: This is a survey about important issues in your community. Im NOT trying to sell anything and I wont ask for a donation.
If needed: The survey should take about 12 minutes to complete.
If needed: If now is not a convenient time, can you let me know a better time so I can call back?
If the person asks why you need to speak to the listed person or if they ask to participate instead, explain: For statistical purposes, at this time the survey must only be completed by this particular individual.
Section 2: Quality of Life & City Services
Id like to begin by asking you a few questions about what it is like to live in Santa Ana.
Q1 How long have you lived in Santa Ana?
1 Less than 1 year 3%
2 1 to 4 years 13%
3 5 to 9 years 14%
4 10 to 14 years 8%
5 15 years or longer 61%
99 Prefer not to answer 1%
Q2 How would you rate the overall quality of life in Santa Ana? Would you say it is excellent, good, fair, poor or very poor?
1 Excellent 6%
2 Good 44%
3 Fair 35%
4 Poor 9%
5 Very poor 5%
98 Not sure 0%
99 Prefer not to answer 1%
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Questionnaire & Toplines
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City of Santa Ana Baseline Sales Tax Extension Survey December 2025 True North Research, Inc. © 2025 Page 2
Q3
If the city government could change one thing to make Santa Ana a better place to live now and in the future, what change would you like to see? Verbatim responses recorded and later grouped into categories shown below.
Address homeless issues 26%
Improve public safety 15%
Improve infrastructure, roads 11%
Not sure / Cannot think of anything specific 10%
Clean up, beautify City 9%
Address parking issues 8%
Reduce traffic congestion 5%
Provide more affordable housing 5%
Enforce traffic laws 4%
Improve parks, rec facilities 4%
Improve schools, education 3%
Reduce taxes, fees 3%
Provide more police presence, response 3%
Improve public transportation 3%
Limit growth, development 3%
Reduce cost of living 3%
Address ICE issues 3%
Enforce city codes 2%
Address illegal immigration issues 2%
Address rent control issue 2%
Fix, upgrade rundown buildings 2%
Ban illegal fireworks 2%
Fewer bike lanes 2%
No changes needed / Everything is fine 2%
Q4
Generally speaking, are you satisfied or dissatisfied with the job the City of Santa Ana is doing to provide city services? Get answer, then ask: Would that be very (satisfied/dissatisfied) or somewhat (satisfied/dissatisfied)? 1 Very satisfied 13%
2 Somewhat satisfied 48%
3 Somewhat dissatisfied 17%
4 Very dissatisfied 13%
98 Not sure 7%
99 Prefer not to answer 1%
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Section 3: Initial Ballot Test
Next year, voters in Santa Ana may be asked to vote on a local ballot measure. Let me read you a summary of the measure.
Q5
To maintain funding for city services, such as:
/g120 Fire protection, paramedic, and 9-1-1 emergency response /g120 Crime prevention
/g120 Graffiti removal
/g120 Addressing homelessness
/g120 And keeping streets, sidewalks, parks and public facilities safe, clean, and well- maintained
shall City of Santa Anas ordinance renewing the existing 1.5 (one point five) cent sales tax be adopted at the current rate (no increase), providing approximately 84 million dollars annually for city services until ended by voters, with independent audits, citizen oversight, and all money locally controlled? If the election were held today, would you vote yes or no on this measure? Get answer, then ask: Would that be definitely (yes/no) or probably (yes/no)?
1 Definitely yes 31% Skip to Q7
2 Probably yes 33% Skip to Q7
3 Probably no 11% Ask Q6
4 Definitely no 13% Ask Q6
98 Not sure 10% Ask Q6
99 Prefer not to answer 2% Skip to Q7
Q6
Is there a particular reason why you do not support or are unsure about the measure I just described? If yes, ask: Please briefly describe your reason. Verbatim responses recorded and later grouped into categories shown below.
Money is misspent, mismanaged 34%
Taxes already too high 25%
Need more information 16%
Not sure / No particular reason 11%
Money should not go to law enforcement 7%
Other ways to be funded 6%
It will hurt local economy 5%
Economic, inflation, cost of living concerns 5%
Do not trust City 4%
Mentioned past ballot measure 3%
Illegal immigration issues 3%
Money will go to employee salaries, pensions 3%
Reference to other cities with lower tax rates 3%
City has enough money 2%
Other higher priorities in community 2%
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Section 4: Projects & Services
Q7
The measure weve been discussing will provide funding for a variety of services in your community.
If the measure passes, would you favor or oppose using some of the money to: _____, or do you not have an opinion? Get answer, if favor or oppose, then ask: Would that be strongly (favor/oppose) or somewhat (favor/oppose)?
Randomize
Strongly
favor
Somewhat
favor
Somewhat
oppose
Strongly
oppose
No sure
Prefer not
to answer
A Provide fire protection and paramedic
services 65% 22% 3% 3% 5% 3%
B Provide quick responses to 9-1-1 emergencies 67% 23% 2% 3% 3% 2% C Provide law enforcement services, including
crime prevention and investigations 51% 21% 8% 9% 7% 5% D Fix potholes and pave/maintain city streets 68% 22% 2% 4% 1% 2% E
Repair aging infrastructure including storm
drains, bridges, sidewalks, and public
facilities
63% 26% 4% 3% 2% 2%
F Keep parks and playgrounds safe, clean, and
well-maintained 69% 21% 2% 3% 3% 1%
G Provide recreation, education, and
employment programs for youth and seniors 54% 26% 6% 7% 5% 2% H Provide library services 49% 29% 6% 6% 7% 3%
I
Remove graffiti and clean piles of trash and
litter along streets, sidewalks, and in public
areas
70% 21% 3% 3% 1% 2%
J Address homelessness 68% 16% 3% 6% 4% 2%
Section 5: Positive Arguments
What Id like to do now is tell you what some people are saying about the measure weve been discussing.
Q8 Supporters of the measure say: _____. Do you think this is a very convincing, somewhat convincing, or not at all convincing reason to SUPPORT the measure? Randomize. Split Sample C1/C2
Very
convincing
Somewhat
convincing
Not at all
convincing
Don t
believe
Not sure
Prefer not to
answer
A
This measure will not increase the sales tax
your household currently pays. It simply
extends the sales tax approved by voters in
2018 at the current rate to continue funding
important city services.
36% 33% 12% 10% 6% 3%
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B
The measure includes a clear system of
accountability including citizen oversight,
independent audits, and public disclosure of
how all funds are spent.
36% 31% 11% 15% 5% 3%
C1
All money raised by the measure will stay
local to fund essential services and facilities
here in Santa Ana. By law, it cant be taken
away by the State or County.
39% 32% 9% 12% 5% 3%
C2
All money raised by the measure will stay
local to fund essential services and facilities
here in Santa Ana. By law, it cant be taken
away by the Federal Government, State or
County.
38% 38% 8% 9% 6% 1%
D
This measure will help protect our quality of
life and keep Santa Ana a special place to live
by keeping our city safe, clean and well-
maintained.
34% 33% 12% 14% 4% 2%
E
Most of the sales tax generated locally goes
to the State of California and Orange County.
This measure ensures that a higher
percentage of our sales tax dollars stay here
in Santa Ana and we have local control over
how those funds are spent.
35% 34% 11% 13% 4% 3%
F
The City maintains 454 miles of streets, 90
miles of storm drains, and 371 acres of parks
and playfields. This measure provides the
funding we need to keep our streets,
infrastructure, and parks in good condition.
35% 37% 11% 10% 5% 3%
G
Fast emergency response times for 9-1-1 calls
are critical for saving lives. This measure
ensures that we have enough law
enforcement officers, firefighters, and
paramedics to respond quickly to 9-1-1
emergencies.
41% 31% 11% 10% 5% 3%
H
Much of the money raised by the sales tax
comes from people who visit or pass through
Santa Ana, but dont live here. This measure
will make sure they pay their fair share for
the facilities and services they use while in
our city.
26% 33% 18% 15% 6% 2% I
Over the past six years, the City has
reinvested every dime of the sales tax
revenues back into the community to fix our
streets and infrastructure, improve public
safety, remove graffiti, and pay for essential
city services. Voting yes on this measure will
allow this important source of funding to
continue.
34% 35% 10% 15% 4% 2%
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Section 6: Interim Ballot Test
Sometimes people change their mind about a measure once they have more information about it. Now that you have heard a bit more about the measure, let me read you a summary of it again.
Q9
To maintain funding for city services, such as:
/g120 Fire protection, paramedic, and 9-1-1 emergency response /g120 Crime prevention
/g120 Graffiti removal
/g120 Addressing homelessness
/g120 And keeping streets, sidewalks, parks and public facilities safe, clean, and well- maintained
shall City of Santa Anas ordinance renewing the existing 1.5 (one point five) cent sales tax be adopted at the current rate (no increase), providing approximately 84 million dollars annually for city services until ended by voters, with independent audits, citizen oversight, and all money locally controlled?
If the election were held today, would you vote yes or no on this measure? Get answer, then ask: Would that be definitely (yes/no) or probably (yes/no)? 1 Definitely yes 37%
2 Probably yes 30%
3 Probably no 10%
4 Definitely no 12%
98 Not sure 8%
99 Prefer not to answer 2%
Section 7: Negative Arguments
Next, let me tell you what opponents of the measure are saying.
Q10 Opponents of the measure say: _____. Do you think this is a very convincing, somewhat convincing, or not at all convincing reason to OPPOSE the measure? Randomize. Split Sample A1/A2
Very
convincing
Somewhat
convincing
Not at all
convincing
Don t
believe
Not sure
Prefer not to
answer
A1
Residents and local businesses have been hit
hard by inflation, high interest rates, and cost
of living increases. Many are struggling to
stay afloat. Now is not the time to raise taxes.
50% 24% 10% 6% 7% 2%
A2
Santa Ana is an expensive place to live,
especially for young families, seniors, and
those on fixed incomes. Passing this tax will
make it even less affordable.
25% 38% 16% 10% 7% 3%
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B
There are no guarantees on how funds will be
spent, which means the City can divert the
money to pet projects without any say from
voters. We cant trust the City with our tax
dollars. They will mismanage the money.
30% 37% 14% 9% 8% 2%
C
Everyone is coming after us for tax increases
including state and county taxes, school
bonds, and other taxes that will be on the
ballot next year. Enough is enough. We cant
afford to keep raising our taxes.
35% 33% 15% 9% 6% 3%
D
City employees are making too much money
in salary, pensions and benefits thats the
problem. The City needs to tighten its belt
before asking residents to pay more taxes.
34% 28% 13% 11% 10% 4%
E Santa Ana has the highest sales tax of any
city in Orange County. 40% 22% 14% 10% 11% 3%
F This tax will last forever. There is no
expiration date. 25% 23% 23% 17% 9% 3%
Section 8: Final Ballot Test
Now that you have heard a bit more about the measure, let me read you a summary of it one more time:
Q11
To maintain funding for city services, such as:
/g120 Fire protection, paramedic, and 9-1-1 emergency response /g120 Crime prevention
/g120 Graffiti removal
/g120 Addressing homelessness
/g120 And keeping streets, sidewalks, parks and public facilities safe, clean, and well- maintained
shall City of Santa Anas ordinance renewing the existing 1.5 (one point five) cent sales tax be adopted at the current rate (no increase), providing approximately 84 million dollars annually for city services until ended by voters, with independent audits, citizen oversight, and all money locally controlled?
If the election were held today, would you vote yes or no on this measure? Get answer, then ask: Would that be definitely (yes/no) or probably (yes/no)? 1 Definitely yes 32% Skip to Q14
2 Probably yes 31% Skip to Q14
3 Probably no 14% Ask Q12
4 Definitely no 12% Ask Q12
98 Not sure 8% Ask Q12
99 Prefer not to answer 3% Skip to Q14
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Q12
What if the measure extended the sales tax at the current 1.5 (one point five) cent rate for a set period of 20 years?
Under these circumstances, would you vote yes or no on this measure? Get answer, then ask: Would that be definitely (yes/no) or probably (yes/no)? Def, prob yes @ 1.5 cents 63%
1 Definitely yes 0% Skip to Q14
2 Probably yes 1% Skip to Q14
3 Probably no 9% Ask Q13
4 Definitely no 17% Ask Q13
98 Not sure 7% Ask Q13
99 Prefer not to answer 3% Skip to Q14
Q13
What if the measure reduced the sales tax from the current 1.5 (one point five) cent rate to 1.25 (one point two five) cents until ended by voters?
Under these circumstances, would you vote yes or no on this measure? Get answer, then ask: Would that be definitely (yes/no) or probably (yes/no)? Def, prob yes @ 1.5 cents 63%
Def, prob yes @ 1.5 cents for 20 years 1%
1 Definitely yes 3%
2 Probably yes 5%
3 Probably no 8%
4 Definitely no 10%
98 Not sure 6%
99 Prefer not to answer 3%
Section 9: Background & Demographics
Thank you so much for your participation. I have just two background questions for statistical purposes.
Q14 In your opinion, has the City of Santa Ana done an excellent, good, fair, poor or very poor job of managing its financial resources?
1 Excellent 4%
2 Good 22%
3 Fair 35%
4 Poor 12%
5 Very poor 12%
98 Not sure 11%
99 Prefer not to answer 3%
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Q15 Do you have children under the age of 18 living in your household? 1 Yes 26%
2 No 68%
99 Prefer not to answer 6%
Those are all of the questions that I have for you. Thanks so much for participating in this important survey.
Post-Interview & Sample Items
S1 Gender
1 Male 48%
2 Female 47%
3 Non-binary 1%
4 Prefer not to answer 4%
S2 Party
1 Democrat 54%
2 Republican 23%
3 Other 5%
4 DTS 18%
S3 Age on Voter File
1 18 to 29 23%
2 30 to 39 20%
3 40 to 49 14%
4 50 to 64 20%
5 65 or older 23%
S4 Registration Date
1 Since Nov 2020 19%
2 Jun 2016 to before Nov 2020 19%
3 Jun 2012 to before Jun 2016 12%
4 Before June 2012 49%
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S5 Household Party Type
1 Single Dem 29%
2 Dual Dem 13%
3 Single Rep 12%
4 Dual Rep 4%
5 Single Other 12%
6 Dual Other 3%
7 Dem & Rep 7%
8 Dem & Other 14%
9 Rep & Other 3%
0 Mixed (Dem + Rep + Other) 2%
S6 Homeowner on Voter File
1 Yes 50%
2 No 50%
S7 Likely to Vote by Mail
1 Yes 75%
2 No 25%
S8 Likely November 2026 Voter
1 Yes 100%
2 No 0%
S9 Likely June 2026 Voter
1 Yes 40%
2 No 60%
S10 Likely Low Turnout Election Voter
1 Yes 27%
2 No 73%
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S11 Survey Language
1 English 80%
2 Spanish 13%
3 Vietnamese 6%
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CITY OF
SANTA ANA
MEASURE X SUCCESS
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Table of Contents
Overview 1
4 City Manager’s Office
Community Development
Finance
Human Resources
Information Technology
Library
Planning and Building
8 17
20 22
24 28
Police Department 38
Parks, Recreation, & Community Services 41
Public Works 45
City Clerk’s Office
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Y o u r C o m p a n y
O v e r v i e w
In November 2018, the City’s voters approved a 1.5% local sales tax that became effective on April 1, 2019. The tax has raised more than $500 million of revenue for the City over 6.5 years (an average of nearly $80 million per year). As outlined in the 2018 ballot measure, the City has used this revenue to address homelessness, fix streets, maintain effective 911 response, maintain parks, retain firefighters, and provide youth services. The City has implemented and improved many other public services to improve the quality of life in Santa Ana, such as graffiti removal and tree trimming on public property.
Each year, the City prepares a full accounting of every dollar spent and posts it on the City’s website at: https://www.santa-ana.org/measure-x-oversight- committee/. The report is reviewed by the Measure X Citizens’ Oversight Committee and the City’s independent auditor, which is a firm of Certified Public Accountants. The City also prepares an annual spending plan detailed in the budget document adopted by City Council. As promised to the community, the City holds itself accountable for responsible spending of the voter-approved local sales tax.
The following pages outline success stories funded by the Santa Ana local sales tax.
M e a s u r e X S u c c e s s 1
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Y o u r C o m p a n y
C i t y M a n a g e r ’ s O f f i c e
M e a s u r e X S u c c e s s 2
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Y o u r C o m p a n y
M e a s u r e X S u c c e s s 3
The local sales tax provides a recurring allocation for:
The Universal Legal Defense fund for immigration issues, helping a number of families in the community.
The revenue also funds a Vietnamese Community Liaison which has been pivotal to improve communications and strengthen City Hall relationships with the Vietnamese community, leading to an annual business exposition and robust participation in annual lunar new year celebrations.
Finally, the revenue has paid for contracted City Council aides who assist each Councilmember with policy research and community engagement.
City Manager’s Office
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Y o u r C o m p a n y
C i t y C l e r k ’ s O f f i c e
M e a s u r e X S u c c e s s 4
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Y o u r C o m p a n y
City Clerk’s Office
The City Clerk’s Office has expanded its capacity and improved service delivery through additional staffing and funding. Since the adoption of Measure X (effective April 1, 2019), the City Clerk’s Office has benefitted from increased staffing capacity — including the addition of two new positions overall, one of which (Senior Deputy City Clerk / Records Manager) was specifically funded through the FY 22-23 Measure X Service Enhancements budget. The increased staffing has directly enhanced our ability to deliver more projects, respond to community needs, and improve overall efficiency in key areas.
Specifically, with the increased staffing levels, we have been able to:
Improve response times: By increasing staffing, we have reduced processing times for requests and services, enabling faster turnaround and more efficient service to the public.
Increase capacity for compliance and monitoring: With the additional staff, we have ensured more consistent oversight of regulatory requirements, further enhancing the city's ability to meet its legal obligations and avoid penalties. (Conflict of Interest Statements/Form 700, Lobbyist Registration and Reporting, Public Records Requests)
Expand outreach and engagement: We have improved our public communication efforts by providing better access to city records and meeting agendas and by supporting public transparency initiatives. The increased staff capacity has enabled more community outreach (including attendance and tabling at citywide community events) and educational efforts on city governance and the election process.
Improve recordkeeping and archiving: The additional resources have facilitated better organization and storage of public records, contracts, and minutes, improving compliance with state regulations and ensuring easier access for the public and staff
Improve public records access and compliance: With the addition of a Senior Deputy City Clerk (Records Manager), we implemented a dedicated records management and archiving system. As a result, we launched NextRequest, a modern online Public Records Act (PRA) portal, which has streamlined how the public submits and tracks records requests. Since NextRequest went live, we have seen an increase in PRA requests submitted online. This improvement enhances compliance with the CPRA (Gov. Code §§ 7920 et seq.) and demonstrates better service delivery.
New Lobbyist Registration — The addition of a dedicated staff member allowed us to implement a formal Lobbyist Program, including online registration and report disclosures via a portal (e.g., using NetFile). This has improved transparency around lobbying activity, in compliance with lobbying- disclosure requirements under the Political Reform Act and the Santa Ana Municipal Code. Since inception, we have registered five (5) active lobbyists, and allowed public tracking of who is influencing City decisions. This adds an important layer of accountability.
Notary Services & Intake of Claims, Subpoenas, Summons — With increased staffing, the City Clerk’s office now offers notary services internally for official documents and externally as a publicly available service for city residents. The office maintains the capacity to accept legal documents (claims, subpoenas, summons) on behalf of the City. This reduces the risk of missed legal filings and ensures the timely handling of liability-related documents, aligning with requirements under the Government Claims Act (Gov. Code §§810 et seq.) and general legal-administrative needs.
M e a s u r e X S u c c e s s 5
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Y o u r C o m p a n y
City Clerk’s Office
From FY18-19 to FY24-25, the number of Public Records Act requests processed increased by 1,397 requests, a % increase. The per-year breakdown is below:
M e a s u r e X S u c c e s s 6
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Y o u r C o m p a n y
City Clerk’s Office
The following Resolution and Ordinance data is provided for general information. The need for resolutions and ordinances comes from the type of Council action required by the individual agencies/departments of the City.
M e a s u r e X S u c c e s s 7
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Y o u r C o m p a n y
CommunityDevelopment
M e a s u r e X S u c c e s s 8
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Y o u r C o m p a n y
Community Development
Measure X has been instrumental in enhancing the Community Development Agency’s (CDA) ability to deliver programs that improve residents' quality of life. While CDA’s services are not required by law to be provided, the programs and activities of CDA are important for residents who need assistance with housing services, employment services, business services, and to help with arts and cultural enhancement within the community. These programs and activities provide for the healthy development of the community.
Homeless Services Division
Carnegie Navigation Center – City Shelter
Measure X provides important funding ($75,000) for homeless services that supplement the funding received from the Department of Housing and Community Development from the State of California. These Measure X funds are used by CDA to address one-time expenses at Carnegie or for other homeless services during the year.
Staff Funding
Measure X is also utilized to support the salary of two (2) positions in the Homeless Services Division, the full-time Homeless Services Manager position (currently vacant), and the part-time Homeless Services Manager position. Both of these positions are funded through Measure X revenue, and are important for overseeing the grants received by the Department of Housing and Community Development from the State of California – the Homeless Housing, Assistance and Prevention Grant Program and the Permanent Local Housing Allocation Grant Program. These Homeless Services Manager positions assist the City in monitoring these funds that are utilized to contract with City Net for outreach and engagement services with homeless encountered in the City; and to contract with Illumination Health and Home to operate and provide for the daily needs of residents at the Carnegie Navigation Center. In addition to overseeing these services the part-time Homeless Services Manager provides significant coordination with the Santa Ana Police Department Quality of Life Team, the encampment contractor Landscape West and to connect unhoused individuals with resources provided by the County of Orange, non-profits and community- based organizations serving homeless residents.
M e a s u r e X S u c c e s s 9
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Economic Development Division
Economic Development Staffing
Measure X provides funding for one (1) full-time Economic Development Specialist I position. This staff member has assisted with outreach to the business community, worked extensively on the Division’s Strategic Plan, and responds to phone calls on the business hotline.
In addition to this staff assistance, the following provides information on programs that have been successfully implemented in other workgroups of the Economic Development Division:
WORK Center – Santa Ana Youth (SAY) Employment Program
WORK Center staff applied for and received Youth Service Corps Competitive Grant funding in September 2024 of $2 Million through the Governor’s Initiative - California Volunteers. This grant funding is supplemented with $550,000 from Cannabis Revenue and over $170,000 from Measure X funds. The Measure X funds are important to enhance the SAY program that supports paid youth employment in areas such as education, food insecurity, climate, and public service. Measure X has allowed Santa Ana youth to obtain job-readiness training. Through SAY, 354 youth were able to participate in the 200 hours, $20 per hour, part-time program. Most importantly 64 youth were able to secure longer-term employment following their completion of the SAY Program. The WORK Center’s SAY Program offers flexible, paid work experience to youth that is designed to accommodate school schedules.
Community Development
M e a s u r e X S u c c e s s 1 0
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Community Development
Arts and Culture Office of the Economic Development Division Graffiti Arts Program
Measure X funding allowed the Arts and Culture Office of the Economic Development Division work on a mural program with youth called the Graffiti Arts Program. The G.A.P. program is aimed at inspiring civic leadership and community pride in youth through the creation of murals. The program is a 6-month program where students work alongside professional mural artists to learn different art techniques, research, design, and installation of public murals. The Santa Ana Unified School District was selected as the top-rated proposal and the first G.A.P. project culminated with the installation of a mural on the top floor of the City-owned parking structure located on 420 N. Main Street.
DTSA Artwalk Sponsorship
Measure X funding has provided funding for a Sponsorship agreement of $150,000 for the Frida Cinema that independently organizes a monthly artwalk program. The Downtown Santa Ana (DTSA) First Saturday ArtWalk is a free, family-friendly monthly event that celebrates local artists and creative culture in the heart of DTSA, which has become an important economic and cultural impact for the City.
Organized independently by The Frida Cinema since January 2023, the event features over 20 art galleries, live performances, local food vendors, and interactive art experiences.
The ArtWalk has become a key driver of downtown vitality—stimulating foot traffic, supporting small businesses, and fostering community engagement.
M e a s u r e X S u c c e s s 1 1
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Community Development
Since its inception, $56,000 has been paid directly to 186 local artists and musicians, demonstrating a strong local economic impact.
According to the 2023 Santa Ana Visitor Analysis by Travel Santa Ana and Zartico, the ArtWalk ranked as the second most-visited destination in the City, only behind Santa Ana College.
The DTSA ArtWalk now outpaces major attractions such as the Santa Ana Zoo and MainPlace Mall.
The DTSA ArtWalk has helped:
Strengthen Santa Ana’s cultural identity,
Activate historic buildings and public spaces,
Support new gallery openings, and
Reinforce the City’s arts ecosystem in the downtown core.
M e a s u r e X S u c c e s s 1 2
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Community Development
Artists Grant Funding - Investing in the Artist Grant Program Measure X is also vital for funding artists grants annually with $200,000 funded for Fiscal Year 2025-26 for the Investing in the Artist Grant Program. The City of Santa Ana supports creative projects that explore the dynamic relationship between arts & culture and economics. This encourages local artists to engage with the city’s economic and cultural fabric through participatory and interactive works, inviting the community to actively reflect on and contribute to the conversation, specifically how the arts and creative industries impact the city’s eco-nomic landscape, cultural identity, and community well-being.
M e a s u r e X S u c c e s s 1 3
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Community Development
The Arts and Culture Office invites submissions from artists working in variousmediums such as: visual arts, performance, music, creative writing, and digitalmedia. Artists can explore the intersection of arts & culture and economics bydesigning projects that involve direct participation from residents and businessesin Santa Ana.In Fiscal Year 2024-25, 21 different groups received artists grants between $3,000and $14,000 that provided various artistic programs for the community. Thefollowing provides a sample of the 21 programs implemented by groups that weresuccessful in receiving the grants awarded by the Arts and Culture Commission:
Dance Music Initiative600+ student engagements100+ unique students8 instructors (+2 new volunteers during program)4 graduates15+ student/graduate DJ bookings Delhi Center – Art and Literacy ProgramCollaboration with Monroe Elementary21 students from 4th and 5th gradesliteracy lessons with engaging art-based activitiesPartnering with Artsy 101 for non-school daycamps M e a s u r e X S u c c e s s 1 4
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Community Development
Getting Residents Engaged in Empowering Neighborhoods – Madison Park Neighborhood Association - GREEN-MPNA mural workshop that promotes:
• Youth Educational Initiatives
• Health Equity
• Safe & Clean Environment
• Community Empowerment
Project Kinship – PK Photo Project
Host a Photo Exhibition
Youth’s Printed Photographs
Renowned Artist provide instruction
Kevin Gonzalez
Quinn Stirdivant
Estevan Oriol
Ryan Hack
Manny Camacho
Relampago Del Cielo – 50th Anniversary Cultural Festival and Dance Concert
Host a free family community event
Free full-length Dance Concert
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Community Development
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Finance
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Payroll Technician
This position directly supports essential payroll functions, improves operational efficiency, and lessens City liability by:
Processing 22% of Citywide retroactive payments to employees, significantly speeding up the processing time and ensuring employees received accurate and timely pay. This work directly decreased potential City liability related to delayed or incorrect payments.
Supported the completion of multiple Mass Salary Increases (MSI), helping reduce the time required to review reports, TUG (Temporary Upgrade) calculations, and payroll entries from a full day to half a day. This has enhanced workflow efficiency across payroll operations.
Assisted with cross-training new staff to ensure smooth operations and strengthen team capacity during staffing changes and workload fluctuations.
Streamlined garnishment processing by updating and developing new Excel tools, leading to faster and more accurate mandated deductions.
Updated outdated payroll flyers, ensuring that employees now have access to accurate, user-friendly, and current payroll information.
Improved the employee without pay process by enhancing the Excel calculator used to determine payments automatically. This change reduced manual calculations, minimized errors, and increased processing consistency.
Measure X has allowed the City to contract with multiple consulting firms to increase revenue by the following:
A Users Utility Tax: auditing company reviews electric, gas, and telecommunications accounts to ensure accurate reporting and recovery of owed revenues. A recent audit of SoCal Edison identified miscalculations in issued Climate Credits, resulting in a $70,000 recovery in Q2 2025.
A property tax consulting firm: to assist with property tax forecasting, ensuring the City’s property tax estimates align with receipts. Since property tax is the second-highest revenue source for the City, accurate forecasting is essential. In FY2024-25, property tax receipts were within 0.6 % of the original estimates.
A sales tax consulting firm: to assist with multi-year sales tax forecasting, ensuring the City’s sales tax revenue estimates align with receipts. Sales Tax (both Bradley Burns and Measure X) accounts for the City’s largest revenue source. In FY2024-25, sales tax receipts were within 0.5% of the original estimates.
These additional revenues and forecasting services help the City offset the cost of providing services to the community and ensure the budget accurately reflects available resources.
Finance
With the support from Measure X funds, the Finance department was able to hireadditional staffing to support the Payroll division:
M e a s u r e X S u c c e s s 1 8
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Finance
Infosend is the City’s contracted mailer for large-scale public communication. With support from Measure X funds, Finance utilized the Infosend contract to help offset the cost of providing City services by supporting revenue generation efforts. The following is a highlight:
In collaboration with the Sewer & Water Enterprise, the City initiated a consistent outreach approach to approximately 45,000 water customers and 33,000 business operators. In 2024, the City updated its Municipal Code to comply with the Water Shutoff Protection Act, which significantly increased the number of required notifications sent to residential water customers. Although these expanded notifications raised mailing costs, they also helped settle long-standing overdue balances, resulting in higher Water and Sewer revenue.
The contract with Infosend allowed the City to participate in the Franchise Tax Board’s City/County Business Tax Program, which significantly increased the volume of business license renewal notices and billing statements mailed through InfoSend. This resulted in the City surpassing Business License Tax revenue projections. In FY2024-25, Business License Tax revenue exceeded estimates by approximately $1.5 million.
Since the inception of Measure X in 2019, the City has used Measure X revenues to cover ongoing cost increases, including an estimated 4.5% annual increase for fire services provided by the Orange County Fire Authority (OCFA) and an average 4.6% annual increase in Falck emergency medical transportation services. In FY 2024–25, the City covered nearly $15 million in additional costs without reducing service levels or emergency response times.
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Human Resources
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Measure X allowed for the hiring of a one-time Human Resources Technician position to assist the Santa Ana Police Department with the recruitment of police officers:
Assisted with police department recruitments for Police Officers and Correctional Officers.
Conducted one-day hiring events on a monthly basis that were regularly scheduled for faster hiring.
Organized Physical Agility Tests that included first-round interviews and initial background check interviews to move those who pass through the process more quickly.
Human Resources
M e a s u r e X S u c c e s s 2 1
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InformationTechnology
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Information Technology
Through Measure X funding, one (1) additional position was added to the Infrastructure Division:
To continue supporting and maintaining new and existing Information Technology systems
Support all of the various application upgrade projects that are in process Accela Land Management project- a government-focused enterprise software platform used by Planning and Building and Public Works to manage regulatory processes (permitting, plan check, inspections, Code Enforcement and compliance, fees assessment and online payment processing, reporting and analytics)
The Oracle ERP project - It will be used by all City departments for employee timekeeping, purchasing, contract management, and project accounting; and used by Finance and Human Resources for many other applications.
HdL –a business tax system offering a more user friendly system to register business in the City.
Two additional staff (2) in the Applications Support Division Upgrade project for Accela- an application used by Planning and Building for zoning
Upgrade the HdL business tax and licensing project – the portal through which people can apply for a business license with the City M e a s u r e X S u c c e s s 2 3
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Library
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Library
M e a s u r e X S u c c e s s 2 5
M e a s u r e X f u n d i n g h a s p l a y e d a c r i t i c a l r o l e i n e x p a n d i n g t h e L i b r a r y D e p a r t m e n t ’ s a b i l i t y t o d e l i v e r h i g h - q u a l i t y , c o m m u n i t y - f o c u s e d s e r v i c e s . A l t h o u g h t h e L i b r a r y ’ s a n n u a l Me a s u r e X a l l o c a t i o n m a y n o t a l w a y s r e p r e s e n t a s i g n i f i c a n t p o r t i o n o f t h e C i t y ’ s t o t a l M e a s u r e X r e v e n u e , S A P L h a s s t r a t e g i c a l l y l e v e r a g e d t h e s e d o l l a r s t o i n c r e a s e o u t r e a c h , b u i l d i n n o v a t i v e p r o g r a m s , a n d e n s u r e e q u i t a b l e a c c e s s t o l i b r a r y r e s o u r c e s a c r o s s S a n t a A n a . T h r o u g h c a r e f u l p l a n n i n g a n d c r o s s - d e p a r t m e n t c o l l a b o r a t i o n , t h e L i b r a r y h a s s i g n i f i c a n t l y s t r e n g t h e n e d b o t h y o u t h a n d s e n i o r s e r v i c e s , d e m o n s t r a t i n g t h e o u t s i z e d i m p a c t p o s s i b l e w h e n M e a s u r e X i n v e s t m e n t s a r e p a i r e d w i t h c r e a t i v e s e r v i c e d e l i v e r y .
Measure X funding provided the stability needed to continue the operation, maintenance, and staffing of the Knowledge Mobile, one of the most impactful outreach tools for families, students, and educators across Santa Ana. The Knowledge Mobile directly serves neighborhoods with limited access to physical library branches, ensuring that literacy, enrichment, and learning opportunities reach residents where they live, work, and play.
Expanding Citywide Access Through the Knowledge Mobile
Major Knowledge Mobile Achievements (2021–2025):
84,967 total patron visits and 35,592 checkouts
2,548 library cards issued, strengthening long-term engagement 1,358 programs delivered, including storytimes, crafts, STEAM, robotics, and creative arts 450 school visits, benefiting campuses with limited or no library resources 285 community stops, 408 park visits, and 104 events
The Knowledge Mobile has seen especially strong school-based engagement, peaking at over 36,000 patron visits in 2022–23. Teachers across Santa Ana Unified and charter schools consistently express gratitude for access to books, storytimes, and hands-on learning, especially at schools with limited library staffing or collections.
Knowledge Mobile Community Impact Highlights:
A hesitant four-year-old became a weekly reader through Knowledge Mobile storytimes.
Families follow the Knowledge Mobile from stop to stop to participate in programs.
Charter schools rely on the Knowledge Mobile as their primary library service.
Students experience STEAM tools for the first time, sparking interest in technology and creativity.
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Library
M e a s u r e X S u c c e s s 2 6
Measure X has also enabled SAPL to expand vital senior-focused programming at the Santa Ana Senior Center and the Southwest Senior Center. Through a combination of technology instruction, creative learning, and social engagement, the Library is addressing digital equity and reducing isolation among older adults.
Strengthening Senior Services Through Technology & Literacy Programs Launched in 2023 and expanded in 2024 with Measure X support, these programs offer hands-on digital literacy assistance, helping seniors navigate devices, apps, online services, and the City of Santa Ana App and website.
Attendance grew from originally 5–10 participants to now a steady 20–30 weekly seniors Seniors receive personalized help with phones, tablets, and online services Creative technology offerings include Cricut workshops, online arts and culture applications, and gaming for cognitive engagement
Appy Hour & Appy Hour Extreme
In addition, the Library’s Memory Lab program, featuring photo preservation using a Kodak Dock Printer, has become a deeply meaningful resource for seniors wishing to preserve family history and create memory albums.
Bien Leídos Bien Vividos – A Growing Senior Book Club
Launched in 2025, this Spanish-language book club quickly became one of the Senior Center’s most sought-after programs.
Grew from 10 participants to 15, with additional attendees joining discussions for the purpose of connecting with
their peers, although they have not read the book.
Regular waitlists demonstrate sustained demand
Participants report greater connection, shared cultural experience, and improved emotional well-being
Together, these programs illustrate how even limited Measure X funding can drive high impact services that elevate quality of life for older adults.
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Library
Measure X - Funding Alllocations
Library Capital Improvement Projects
Equipment
M e a s u r e X S u c c e s s 2 7
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Planning and Building
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Planning and Building
The Planning and Building Agency (PBA), which encompasses 102 full-time and 14 part-time budget positions, benefits from Measure X primarily in its Code Enforcement and Building Safety Divisions through $269,210 in additional funding (FY 25-26).
The impacts of Measure X on PBA include:
•Two (2) Code Enforcement Officers in the Code Enforcement Division •One (1) Permit Services Technician in the Building Safety Division •Funds for Training in both divisions ($12,500)
W h i l e t h e $ 2 6 9 , 2 1 0 i n f u n d i n g i s i n s u f f i c i e n t t o f u l l y f u n d t h e t h r e e p o s i t i o n s i n t h e B u i l d i n g S a f e t y a n d C o d e E n f o r c e m e n t d i v i s i o n s , t h e e m p l o y e e s wh o u t i l i z e s u c h f u n d s a l s o u t i l i z e t i m e e x c e p t i o n s h e e t s f o r o t h e r a c t i v i t i e s t h a t s u p p l e m e n t t h e b u d g e t i n g o f t h e i r p o s i t i o n s .
F o r e x a m p l e , s e v e r a l C o d e E n f o r c e m e n t O f f i c e r s u t i l i z e t i m e e x c e p t i o n s h e e t s t o a l l o c a t e t h e i r h o u r s t o t h e Q u a l i t y o f L i f e T e a m ( Q O L T ) a c c o u n t wh e n h a n d l i n g q u a l i t y - o f - l i f e e n f o r c e m e n t i s s u e s . T h e Q O L T f u n d s a r e a l s o u s e d f o r s t a f f t r a i n i n g t o e n s u r e t h a t t h e C o d e E n f o r c em e n t t e a m s t a y s u p d a t e d a n d a l i g n e d wi t h b e s t b u s i n e s s p r a c t i c e s .
M e a s u r e X S u c c e s s 2 9
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Planning and Building
Code Enforcement Services
In Fiscal Year 2023-24 The Planning and Building Agency received approximately $324,000 in Service Enhancement QOLT funding.
Code Enforcement operates on reactive and proactive enforcement basis. The areas of enforcement using QOLT funds are as follows:
Cannabis & Vice-related
Vacant Properties; Structures and Lots
Flood Channels/Riverbeds Monitoring
Commercial Properties
Illegal Gaming & SAPD Misc. Public Nuisance
Vendor Detail
Right of Way Enforcement
Since 2021, approximately 75 commercial properties have been boarded and secured at locations due to illegal gambling, cannabis violations, unpermitted sales at smoke shops, and illegal activity at massage parlors.
QOLT enforcement and supportive activities include:
Cannabis and Vice
121 cannabis business licenses issued since 2019.
200 citations issued for violations at vacant lots and structures since 2021.
Ongoing monitoring of 102 vacant lots and 39 vacant structures.
Ongoing permitting and renewal activities at 75 cannabis locations, including the opening of 6 new locations in 2025.
M e a s u r e X S u c c e s s 3 0
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Y o u r C o m p a n y
M e a s u r e X S u c c e s s 3 1
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Y o u r C o m p a n y
M e a s u r e X S u c c e s s 3 2
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Planning and Building
Building Safety Division
The Building Safety Division, which is responsible for plan check intakes, plan checking, permit issuance, inspections, and certificates of occupancy, has been able to hire a Permit Services Technician position using Measure X funding. For FY 24-25, the position was responsible for:
1,400 permits issued
Approximately $50 million in construction valuation of those permits 20-percent reduction in customer wait times and permit processing times at the public counter, where the employee works
Electronic plan reviews
Staffing PBx, the Planning and Building Agency’s express permits program M e a s u r e X S u c c e s s 3 3
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M e a s u r e X S u c c e s s 3 4
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M e a s u r e X S u c c e s s 3 5
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M e a s u r e X S u c c e s s 3 6
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Police Department
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Through Measure X funding, the Police Department has expanded its staffing by twenty-six (26) positions to better support public safety services:
(18) Police Officers
(2) Forensic Specialist I
(1) Police Service Officer
(1) Police Evidence and Supply Specialist
(1) Graphics Designer
(3) Senior Office Assistant
The department filled the 18 Police Officer positions during the period of December 2019 to April 2020. There have been a few vacancies for brief periods of time since then. From the hire dates for these officers through November 2025, these officers have accomplished the following:
Call for Service Responses- 115,200
Officer-Initiated Activity Incidents- 33,296
Police Reports Written- 22,638
Arrests Made- 4,173
Citations Written- 2,697
Measure X enabled the Crime Scene Investigation Unit to increase staffing from seven to nine full-time Forensic Specialist I positions, allowing the distribution of the workload, resulting in the following benefits:
Added additional shifts for more field coverage; increased from 6 shifts to 8 shifts Allowed personnel to complete the processing of evidence collected to completion instead of one person booking the evidence and another colleague completing the processing;
Reduced error rates; allowing personnel to take the time needed to methodically process a crime scene thoroughly and not rushing;
Decreased sick time; personnel weren’t consistently covering unfillable shifts; Decreased overtime; additional personnel were able to distribute the workload within their assigned work hours
Police Department
M e a s u r e X S u c c e s s 3 9
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Police Department
D u r i n g t h e p e r i o d o f F e b r u a r y 2 0 2 0 – F e b r u a r y 2 0 2 5 , t h e n e w l y a d d e d P o l i c e S e r v i c e O f f i c e r t o t h e T r a f f i c D i v i s i o n h a n d l e d a t o t a l o f 1 , 3 2 2 t o t a l t r a f f i c c o l l i s i o n s ( 7 % o f t h e t o t a l c o l l i s i o n s d u r i n g t h i s p e r i o d ) . T h e s e c o l l i s i o n s i n c l u d e d 3 9 9 i n j u r y t r a f f i c c o l l i s i o n s , 5 9 6 h i t - a n d - r u n c o l l i s i o n s , 4 5 D U I - i n v o l v e d c o l l i s i o n s , a n d 1 3 o n - d u t y e m e r g e n c y v e h i c l e c o l l i s i o n s . T h e a b i l i t y o f a P o l i c e S e r v i c e O f f i c e r t o r e s p o n d , h a n d l e , a n d i n v e s t i g a t e t r a f f i c c o l l i s i o n s a l l o w e d s w o r n p e r s o n n e l t o r e s p o n d t o o t h e r l a w e n f o r c e m e n t - r e l a t e d c a l l s / a c t i v i t i e s .
T h e P o l i c e E v i d e n c e a n d S u p p l y S p e c i a l i s t p o s i t i o n a s s i g n e d t o t h e C e n t r a l D i s t r i b u t i o n C e n t e r ( C D C ) h e l p s p r o v i d e i n t e r n a l s t a f f ( p o l i c e o f f i c e r s , d e t e c t i v e s , p r o f e s s i o n a l s t a f f ) w i t h n e c e s s a r y e q u i p m e n t a n d s u p p l i e s . W i t h o n e f u l l - t i m e p o s i t i o n f r o z e n i n t h e G e n e r a l F u n d b u d g e t , t h i s a d d i t i o n a l p o s i t i o n h e l p e d f i l l t h e g a p i n o r d e r t o p r o v i d e l o n g e r h o u r s o f s e r v i c e t o d r o p o f f a n d p i c k u p v e h i c l e s a t F l e e t , r e c e i v e d e l i v e r i e s , p r o c u r e a n d m a i n t a i n i n v e n t o r y , e t c .
T h e G r a p h i c s D e s i g n e r p o s i t i o n i s a n i n t e g r a l m e m b e r o f t h e d e p a r t m e n t ’ s P u b l i c I n f o r m a t i o n t e a m , h e l p i n g w i t h s o c i a l m e d i a p o s t s , p r e s s r e l e a s e s , c o m m u n i t y o u t r e a c h , e n g a g e m e n t , m e s s a g i n g , a n d t r a n s p a r e n c y . H a v i n g a d e d i c a t e d p r o f e s s i o n a l w i t h t h e n e c e s s a r y t e c h n i c a l s k i l l s e t a n d e x p e r i e n c e t o p e r f o r m t h e s e t a s k s a l l o w s t h e d e p a r t m e n t t o b e t t e r u t i l i z e s w o r n p e r s o n n e l r e s o u r c e s t o f o c u s o n t h e i r c o r e f u n c t i o n s . T h e v a r i o u s P D s o c i a l m e d i a s i t e s w i t h c o n t e n t p o s t e d b y t h e G r a p h i c s D e s i g n e r i n c l u d e :
h t t p s : / / w w w . f a c e b o o k . c o m / s a n t a a n a p d h t t p s : / / w w w . i n s t a g r a m . c o m / s a n t a a n a _ p d / h t t p s : / / w w w . y o u t u b e . c o m / c h a n n e l / U C z i v M 4 l 3 5 C t 9 W 6 8 8 o s l l c 3 Q h t t p s : / / x . c o m / S a n t a A n a P D
h t t p s : / / w w w . i n s t a g r a m . c o m / s a n t a a n a _ p d e x p l o r e r s / h t t p s : / / w w w . i n s t a g r a m . c o m / j o i n s a n t a a n a _ p d /
T h e t h r e e ( 3 ) S e n i o r O f f i c e A s s i s t a n t p o s i t i o n s p r o v i d e c l e r i c a l a n d a d m i n i s t r a t i v e s u p p o r t t o e a c h o f t h e I n t e r n a l A f f a i r s , T r a f f i c , a n d C r i m i n a l I n v e s t i g a t i o n s D i v i s i o n s . T h i s s u p p o r t r a n g e s f r o m m a i n t a i n i n g a n d f i l i n g r e c o r d s , p r o v i d i n g p u b l i c a s s i s t a n c e a t t h e T r a f f i c L o b b y c o u n t e r , r e s p o n d i n g t o i n q u i r i e s i n p e r s o n , b y p h o n e , a n d t h r o u g h e l e c t r o n i c s y s t e m s , t r a c k i n g c o m p l a i n t s a n d r e q u e s t s , a n d d i r e c t i n g m a t t e r s t o a p p r o p r i a t e s t a f f w h i l e m a i n t a i n i n g d e t a i l e d a n d a c c u r a t e r e c o r d s i n I n t e r n a l A f f a i r s d a t a b a s e s . T h e t a s k s a n d f u n c t i o n s p e r f o r m e d b y t h e s e p r o f e s s i o n a l s t a f f p o s i t i o n s e n a b l e t h e s w o r n o f f i c e r s a n d d e t e c t i v e s t o f o c u s o n i n v e s t i g a t i v e m a t t e r s a n d c a l l s f o r s e r v i c e .
M e a s u r e X t o t a l f u n d i n g s p e n t b y t h e P o l i c e D e p a r t m e n t c a n b e o b t a i n e d f r o m t h e F i n a n c e D e p a r t m e n t v i a t h e i r e x p e n d i t u r e r e p o r t s s u b m i t t e d t o t h e M e a s u r e X C o m m i t t e e .
M e a s u r e X S u c c e s s 4 0
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Parks, Recreation, andCommunity Services
M e a s u r e X S u c c e s s 4 1
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Parks, Recreation, andCommunity Services
With the support from Measure X funds, the Parks, Recreation, and Community Services division was able to enhance services throughout the department:
Personnel
Following the implementation of the Athletic Facility Reservation Policy in January 2022, the Parks, Recreation, and Community Services (PRCSA) Athletics Section—supported by the addition of a Recreation Program Coordinator, a Recreation Specialist, and part-time staff—has significantly expanded its capacity to serve both youth and adult user groups through the development and administration of athletic facility permits.
The Recreation Program Coordinator manages the day-to-day operations of two annual permitting cycles (January–June and July–December)
The Recreation Specialist coordinates schedules for part-time staff to ensure that organizations and teams are assigned the correct field locations, times, and permits for their activities.
This operation is carried out seven days a week across the entire City of Santa Ana park system. Since the Policy’s implementation in FY 2021–22, the Athletics Section has generated more than $2.4 million in cost recovery through its management of City athletic fields and facilities, while simultaneously increasing access for both adult and youth user groups.
In addition to expanding personnel resources needed to administer the Athletic Facility Reservation Policy and permitting procedures, Measure X has provided supplemental funding across all PRCSA Sections to enhance services, activities, and events for the Santa Ana community.
Events
Within the Special Events Section, Measure X funding has enabled the delivery of significant, culturally relevant events, including the Chicano Heritage Festival, the Tê´t Lunar New Year Festival, and Fiestas Patrias.
Sports
Measure X also plays a critical role in expanding Youth Sports Programs within the Athletics Section, supporting offerings such as youth baseball/softball, flag football, volleyball, and basketball.
Aquatics
With the return of aquatics programming as an in-house service, Measure X funding has allowed PRCSA to acquire essential instructional tools for Learn-to-Swim participants, including kickboards, instructional toys, and life jackets. Measure X additionally supports the operations of three Summer Splash Day Camps—held at Salgado Recreation Center, Jerome Recreation Center, and El Salvador Community Center—which provide special presentations, arts and crafts activities, weekly excursions, and recreational programming.
Health and Wellness
Measure X funding advances the City’s Youth Gardening initiative by supporting the operation of five community gardens, along with their monthly workshops and signature events.
PRCSA continues to deliver measurable success across its program areas. The Aquatics section provided more than 4,000 Learn-to-Swim lessons in Summer 2025, representing a 166% increase from Summer 2023. The Athletics Section has grown its Youth Softball Program into the largest softball program in the City, demonstrating strong community demand and effective program management. The Health & Wellness Section received the CPRS Creating Community: Community Health & Wellness Award of Excellence for its Community Teaching Gardens: A Pathway to Health & Wellness initiative, highlighting its impact on community wellbeing.
Additionally, the Special Events Section has consistently produced world-class events since emerging from the pandemic in Spring 2022, with attendance increasing year over year and continued opportunities for expansion through targeted sponsorships and partnerships.
M e a s u r e X S u c c e s s 4 2
City Council
8 –
93 3/17/2026
Y o u r C o m p a n y
Parks, Recreation, andCommunity Services
Santa Ana Zoo
Veterinary Care
Measure X funds allowed greater investment in the zoo’s program of veterinary care, including initial expansion of the veterinary contract, which led to the development of the full-time Veterinarian and part-time Veterinarian Technician positions, which have direct benefits:
Addressed outstanding Association of Zoos and Aquariums (AZA) concerns and contributed in large part to our AZA accreditation.
Allows us to meet the United States Department of Agriculture (USDA) and other state/federal regulatory requirements.
Enhances well-being for the animals at the zoo
Reduces time, labor, and cost, and removes barriers in the animal acquisition process Closes gaps in necessary animal medical care, including routine and emergency care.
Landscape Maintenance
Before the implementation of Measure X, the zoo shared a city contract that provided only one person for grounds maintenance and landscaping, with no one assigned to address irrigation issues. Now the zoo has its own landscaping contract with a full team that performs every day, routine maintenance and regular improvements, which has resulted in overall more beautiful and much safer facilities, with less vandalism, better irrigation (less water loss), which also results in greater preservation of the urban forest (trees were routinely dying and hazardous before).
Zoo Operations Coordinator Position:
Meet industry standards for ticketing and visitor services Supervision over cash-handling and compliance with Finance Department’s audit and best practices for the zoo
Enhanced culture of safety in organization
Ongoing commitment to internal zoo safety committee to exceed City standards Oversight of zoo maintenance and landscaping
Security:
On-site and virtual security systems which were absent before Measure X. Adding these layers of security addressed a major concern for regulatory bodies.
Vendors:
Plumbing, electrical and other service vendors have dedicated funding to help us preserve and prepare infrastructure so our facilities last longer into the future and remain safe (i.e. replacement of hazardous electrical panels in the zoo, failing cast iron pipes are able to be repaired in a timely fashion or preventatively replaced) Construction supplies – purchased: lumber for replacing defunct zoo fencing, and restrooms for better public access at north end of zoo.
M e a s u r e X S u c c e s s 4 3
City Council
8 –
94 3/17/2026
Y o u r C o m p a n y
Parks, Recreation, andCommunity Services
Deferred Maintenance Funds:
The maintenance funds help us address facility maintenance that extend the life of the structures and improve safety for employees, visitors, and animals. The items addressed with Measure X funds over several years would most certainly come up as AZA deficiencies and represent a lack of investment in the ongoing care of our facility. There is always more to do, but this revenue stream is integral to help maintain our facilities when it comes to routine wear and tear.
Updates to zoo office building –
this funding covered the cost of releveling the building foundation new flooring as the original linoleum flooring was coming up and a tripping hazard full roof replacement as the building was reroofed over three times already and there were areas where it was buckling
conversion from gas utility to electric since we no longer have a gas service line to the building and thus had no functioning central heat
updates in office restrooms and new water heater
Updates to café/gift shop building –
New roof – the old roof leaked and was original to the 1980s building Replacement of outdated HVAC unit
Updates to veterinary hospital trailer –
Foundation releveling
Exterior painting and repair of siding to weatherproof the structure and extend the life of the building. It looks remarkably good for a 25 year old trailer because of the ongoing maintenance investment which is much less than constructing a brand new building.
Pathway maintenance and repair
Seal coat and repair of asphalt pathways in the zoo to extend their life and lessen tripping hazards
M e a s u r e X S u c c e s s 4 4
City Council
8 –
95 3/17/2026
Y o u r C o m p a n y
Public Works
M e a s u r e X S u c c e s s 4 5
City Council
8 –
96 3/17/2026
Y o u r C o m p a n y
Public Works
Measure X funding has played a key role in advancing the Public Works Agency’s efforts to enhance and improve City services and infrastructure:
Additional dedicated crews for QOLT Clean-up
20 work shifts per week for clean up
Strengthened City’s ability to address municipal code violations related to homelessness
Over 500 new Streetlights have been installed
In-house staff to quickly respond and repair streetlight outages due to extreme weather, traffic collisions, and vandalism.
Approximately 250,000 square feet of alley corridor improvements over the past three fiscal years. The City is on track to complete approximately 100,000 square feet of improvements per year, provided recurring funding levels remain unchanged.
Approximately 60,000 square feet of sidewalk defects and trip hazards each year, making meaningful progress toward reducing an estimated 4,000 sidewalk locations needing replacement.
Traffic signals installation at Segerstrom Ave & Spruce, traffic signal modification at Segerstrom Ave & Raitt St and Segerstrom Ave & Flower St., pedestrian hybrid beacon installation at Edinger Ave & Towner St., speed humps installation along Deodar St, Willits St, Elder Ave and Center St., and speed feedback installation at 8 locations including along McFadden Ave, Broadway, Fairhaven Ave, and Bristol St.
Helped enhance City’s roadway quality by rehabilitating distressed streets and repairing concrete
During FY 2024/25, the City rehabilitated approximately 2.4 million square feet of residential streets. Projects include Local Street Preventative FY 22/23 (23- 6907), Local Street Preventative Maintenance FY 23/24 (24-6907) and Local Street Preventative Maintenance FY 24/25 (25-6907).
M e a s u r e X S u c c e s s 4 6
City Council
8 –
97 3/17/2026
Y o u r C o m p a n y
Public Works
Funding supported replanting and irrigation improvements of barren medians throughout the City including Bristol Street, First Street, Edinger Avenue, Raitt Street, Grand Avenue, totaling approximately 2.5 miles.
Maintain year-round operation of at least two pothole repair trucks, improving response times.
Improved traffic signals (MacArthur Blvd & Flower St), high visibility crosswalks and audible pedestrian signals (APS)
Bristol Widening between Warner and St. Andrew (project is under construction)
Improvement of park amenities, infrastructure, public safety, and an additional 12 FT staff for park maintenance
Helped fund 11 crossing guards at 11 crosswalks out of the 45 crosswalk locations
Trimming of 6,460 out of 50,000 trees annually as recommended by arbor standards and reducing risk of limb failures that could impact public safety and infrastructure
Subsidized ongoing maintenance costs of the Santa Ana Regional Transportation Center, such as custodial services, security, utilities, routine and preventative maintenance, and building systems that are not fully recoverable through leases.
6 full-time staff for engineering and plan check = average utility plan check improved from 6 weeks to 2 weeks.
Adding Graffiti technicians improved the abatement response time to 24 hours or less.
Bristol Parking Lot Improvements project
13 new bus shelters, including replacements of benches, at high-use transit stops throughout the City.
M e a s u r e X S u c c e s s 4 7
City Council
8 –
98 3/17/2026
Y o u r C o m p a n y
Public Works
O n e - t i m e f u n d i n g a l l o w e d t h e C i t y t o d e v e l o p a F l e e t E l e c t r i f i c a t i o n Ma s t e r P l a n , p o s i t i o n i n g S a n t a A n a t o m e e t s u s t a i n a b i l i t y g o a l s , r e d u c e e m i s s i o n s , a n d s t r a t e g i c a l l y p l a n i n f r a s t r u c t u r e i n v e s t m e n t s .
F u n d i n g w a s r e a l l o c a t e d t o f u l l y f u n d t h e C i t y Y a r d F u e l i n g S t a t i o n S o f t w a r e C i t y Y a r d D i g i t a l M e d i a B i l l b o a r d - P r o j e c t i n p r o g r e s s ; a i m s t o p r o m o t e a n d a d v e r t i s e C i t y e v e n t s a n d p o t e n t i a l l y r e v e n u e - g e n e r a t i n g a d s .
M e a s u r e X f u n d i n g s u p p l e m e n t e d 3 E n g i n e e r s a n d 2 A s s i s t a n t L a n d s c a p e P l a n n e r s t o r e m a i n f o r t h e e n t i r e f i s c a l y e a r t o a l l o w f o r a t r a n s i t i o n p l a n t o t a k e e f f e c t . T h e y s u p p o r t e d c r i t i c a l e n g i n e e r i n g a n d p a r k p l a n n i n g p r o j e c t s , a c c e l e r a t i n g p r o j e c t d e s i g n , d e l i v e r y , a n d g r a n t i m p l e m e n t a t i o n .
F u n d i n g a l l o w s f o r e n h a n c i n g t h e m a i n t e n a n c e o f t h e b u s i e s t t r a n s i t c o r r i d o r s , s u c h a s 1 s t S t . , B r i s t o l S t . , H a r b o r B l v d , M a i n S t . , 1 7 t h S t . , a n d m a n y m o r e a r t e r i a l s .
T h e r e a r e 6 4 9 b u s s t o p s i n t h e C i t y o f S a n t a A n a . F u n d i n g a l l o w s f o r e n h a n c i n g t h e m a i n t e n a n c e o f t h e b u s i e s t t r a n s i t c o r r i d o r s , s u c h a s 1 s t S t . , B r i s t o l S t . , H a r b o r B l v d , M a i n S t . , 1 7 t h S t . , a n d m a n y m o r e a r t e r i a l s .
M e a s u r e X o n e - t i m e f u n d i n g s u p p o r t e d t h e i n s t a l l a t i o n o f E V c h a r g i n g i n f r a s t r u c t u r e , a d v a n c i n g s u s t a i n a b i l i t y g o a l s a n d s u p p o r t i n g t h e C i t y f l e e t a n d p u b l i c u s e .
M e a s u r e X S u c c e s s 4 8
City Council
8 –
99 3/17/2026
Exhibit 3
Local Sales Tax Rates
City County
Base County
Sales Tax Rate
Local Add-On
Rate
Total Sales
Tax Rate Comments
Santa Ana Orange 7.75% 1.50% 9.25% 0.5% sunsets in 2029 and the remaining 1.0% sunsets in 2039 Westminster Orange 7.75% 1.50% 9.25% 1.0% sunsets in 2043 and the remaining 0.5% is permanent Los Alamitos Orange 7.75% 1.50% 9.25% No sunset
Seal Beach Orange 7.75% 1.50% 9.25% No sunset
Stanton Orange 7.75% 1.00% 8.75% No sunset
Buena Park Orange 7.75% 1.00% 8.75% No sunset
Garden Grove Orange 7.75% 1.00% 8.75% No sunset
La Palma Orange 7.75% 1.00% 8.75% No sunset
La Habra Orange 7.75% 1.00% 8.75% No sunset
Placentia Orange 7.75% 1.00% 8.75% No sunset
Fountain Valley Orange 7.75% 1.00% 8.75% Sunsets in 2037 Lancaster Los Angeles 9.75% 1.50% 11.25% No sunset
Palmdale Los Angeles 9.75% 1.50% 11.25% No sunset
Azusa Los Angeles 9.75% 1.00% 10.75% No sunset
Compton Los Angeles 9.75% 1.00% 10.75% No sunset
Culver City Los Angeles 9.75% 1.00% 10.75% 0.5% sunsets in 2033 and 0.25% has no sunset date Glendora Los Angeles 9.75% 1.00% 10.75% No sunset
Irwindale Los Angeles 9.75% 1.00% 10.75% No sunset
Lynwood Los Angeles 9.75% 1.00% 10.75% No sunset
Pico Rivera Los Angeles 9.75% 1.00% 10.75% No sunset
Santa Fe Springs Los Angeles 9.75% 1.00% 10.75% No sunset Santa Monica Los Angeles 9.75% 1.00% 10.75% No sunset
South Gate Los Angeles 9.75% 1.00% 10.75% No sunset
City Council
8 –
100
3/17/2026
Police Department
www.santa-ana.org/pd
Item # 9
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
March 17, 2026
TOPIC: Computer Tablets for Police Motorcycles
AGENDA TITLE
Purchase Order Contract to Southern Computer Warehouse, Inc. for Computer Tablets for Police Motorcycles (Specification No. 26-006) (General Fund)
RECOMMENDED ACTION
Authorize a Purchase Order to Southern Computer Warehouse, Inc. for mobile data refresh for Police motorcycles, in an amount not to exceed $175,091.
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
In 2020, the Police Department issued rugged Windows tablets to its motor officers. These devices have increased motor officer efficiency and effectiveness by allowing them to:
Write citations electronically leveraging tools like barcode scanners for drivers’ licenses;
Write collision reports while in the field;
Integrate with the County Court’s citation system;
Access law enforcement databases;
Access the Department’s Computer Aided Dispatch (CAD) system; and Use other software available on Department computers.
However, in the intervening years, technology has advanced and these original devices have degraded, reaching the end of their useful life.
Their batteries no longer hold enough charge to last throughout an officer’s shift; The computers are not compatible with the most current version of Microsoft Windows, thereby preventing them from receiving critical security patches; They have the physical wear and tear expected with operating in a challenging environment, such as weather, and being placed within a motorcycle.
City Council
9 –
1 3/17/2026
Computer Tablets for Police Motorcycles
March 17, 2026
5 6
4 2
The Police Department conducted a thorough survey and field testing of modern devices that provide similar functionality in the compact form needed by a motor officer and determined the specifications to best meet the Department’s needs. In conjunction with the City’s Purchasing division, a formal Invitation for Bids was drafted to procure these devices.
Invitation for Bids (IFB) No. 26-006 was issued on January 13, 2026, on the City’s online bid management and publication system. A summary of vendor participation and results is as follows:
563 Vendors notified
3 Santa Ana vendors notified
37 Vendors downloaded the bid packet
5 Responsive Bids received
0 Responsive Bids received from Santa Ana vendors
Bids were solicited, opened on February 12, 2026, and evaluated (Exhibit 1). Five bids were submitted by the IFB deadline and were determined to be responsive to the specifications and met the City’s requirements. The bid submitted by Southern Computer Warehouse, Inc. was determined to be the lowest responsible bid, was responsive to the specifications, and meets the City’s requirements.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funding is available in the current fiscal year budget as follows:
Fiscal
Year
Accounting Unit –
Account #
Fund
Description
Accounting Unit,
Account Description Amount
FY 25-26 01114425-63001 General Fund
Information Services,
Miscellaneous
Operating Expenses
$175,091
EXHIBIT(S)
1. Abstract of Bids (26-006)
Submitted By: Robert Rodriguez, Police Chief
Approved By: Alvaro Nuñez, City Manager
City Council
9 –
2 3/17/2026
EXHIBIT 1
ABSTRACT OF BIDS
Mobile Data Computer Refresh for Police Motorcycles (IFB No. 26-006)
BIDDER LOCATION TOTAL
Southern Computer Warehouse,
Inc. Marietta, GA $175,091.00
CDCE Inc Yorba Linda, CA $176,525.00
E-LOGIC, INC Washington, D.C. $185,015.25
Blue Angel International LLC Berkeley, CA $197,620.00
Howard Industries Inc Ellisville, MS $213,884.19
City Council
9 –
3 3/17/2026
Public Works Agency
www.santa-ana.org/pw
Item # 10
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
March 17, 2026
TOPIC: Purchase Order Contracts for Vehicle Body Repair Services
AGENDA TITLE
Aggregate Purchase Order Contracts to Classic Collision Santa Ana and Kelly’s Body Shop Inc. for Vehicle Body Repair Services (Spec No. 25-139) (Non-General Fund)
RECOMMENDED ACTION
Award aggregate purchase order contracts to Classic Collision Santa Ana and Kelly’s Body Shop, Inc. for vehicle body repair services for $500,000, for the term beginning March 17, 2026 and expiring March 16, 2027, with provisions for four, one-year renewals, in a total aggregate amount not-to-exceed $2,500,000.
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
The Public Works Agency (PWA) is responsible for the acquisition, maintenance, repair, and replacement of City vehicles, trucks, and maintenance equipment that at times require auto body repair work stemming from collisions and restoration maintenance, such as painting and refurbishing. While the City’s Fleet Services staff and facilities are specialized for vehicle preventative maintenance and mechanical repairs, auto body repair work requires specific equipment, regulated facilities, and is a specialized trade.
Establishing aggregate purchase order contracts for vehicle body repairs is necessary to ensure the City’s fleet remains safe, in operational condition, and presentable for daily use across multiple City departments. Auto body and collision repair services are required on an as-needed basis and include, but are not limited to, general body and collision repair, dent repair, component replacement of exterior and interior body elements, glass repair and replacement, window tinting, and full or partial vehicle painting. The City currently utilizes aggregate purchase order contracts with Kelly’s Body Shop and Cosmetic Care, Inc. for these services, which are set to expire March 16, 2026. Historically, the City spends an average of $330,000 annually on auto body repair services.
City Council
10 –
1 3/17/2026
Purchase Order Contracts for Vehicle Body Repair Services March 17, 2026
5 6
2 6
Invitation for Bids (IFB) No. 25-139 was advertised on December 4, 2025 on the City’s online bid management and publication system, PlanetBids. A summary of vendor participation and results is as follows:
107 Vendors notified
17 Santa Ana vendors notified
11 Vendors downloaded the bid packet
2 Responsive Bids received
2 Responsive Bids received from Santa Ana vendors Bids were opened on January 8, 2026, and evaluated (Exhibit 1). Two bids were submitted by the IFB deadline and both bids were determined to be responsive to the specifications and met the City’s requirements. Kelly’s Body Shop has provided vehicle body repair services to the City for over 15 years and has demonstrated reliable and quality work, consistently meeting or exceeding expectations. Although this will be the City’s first time contracting with Classic Collision Santa Ana, the local vendor is a nationwide provider with more than 35 years of experience delivering high-quality collision repair services. Staff recommends awarding aggregate purchase order contracts to both responsive bidders to ensure flexibility to provide timely services, minimizing vehicle downtime and maintaining continuity of City operations. The proposed annual allocation accounts for rate increases and increased demand for repairs.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funds are budgeted and available in the following account for Fiscal Year 2025-26.
Subsequent funding for renewal options, if exercised, will be included in the proposed budgets for City Council consideration.
Fiscal Year
Accounting
Unit –
Account No.
(Project No.)
Fund
Description
Accounting Unit,
Account Description Amount
2025-26
(Mar-Jun)
07517100-
62322
Fleet
Maintenance
Equip Maint-Garage
Operation,
Maintenance & Repair
Machinery &
Equipment
$145,833
2026-27
(Jul-Mar)
07517100-
62322
Fleet
Maintenance
Equip Maint-Garage
Operation,
Maintenance & Repair
Machinery &
Equipment
$354,167
City Council
10 –
2 3/17/2026
Purchase Order Contracts for Vehicle Body Repair Services March 17, 2026
5 6
2 6
Optional Four, One-Year Renewals:
2026-27
(Mar-Jun)
07517100-
62322
Fleet
Maintenance
Equip Maint-Garage
Operation,
Maintenance & Repair
Machinery &
Equipment
$145,833
2027-28
07517100-
62322
Fleet
Maintenance
Equip Maint-Garage
Operation,
Maintenance & Repair
Machinery &
Equipment
$500,000
2028-29
07517100-
62322
Fleet
Maintenance
Equip Maint-Garage
Operation,
Maintenance & Repair
Machinery &
Equipment
$500,000
2029-30
07517100-
62322
Fleet
Maintenance
Equip Maint-Garage
Operation,
Maintenance & Repair
Machinery &
Equipment
$500,000
2030-31
(Jul-Mar)
07517100-
62322
Fleet
Maintenance
Equip Maint-Garage
Operation,
Maintenance & Repair
Machinery &
Equipment
$354,167
TOTAL: $2,500,000
EXHIBIT(S)
1. Abstract of Bids (No. 25-139)
Submitted By: Rodolfo Rosas, P.E., Acting Executive Director of Public Works Approved By: Alvaro Nuñez, City Manager
City Council
10 –
3 3/17/2026
City of Santa Ana
Bid Results for Project Vehicle Body Repair Services (25-139) Bid Due on January 08, 2026 2:00 PM (PST)
Classic Collision Santa Ana
Santa Ana, CA
Kelly's Body Shop Inc.
Santa Ana, CA
No. Description UOM QTY Line Total Line Total
1 Body & Collision Repairs Hourly 1 $63.00 $70.00
2 Paint & Refinishing Hourly 1 $63.00 $70.00
3 Frame & Structural Repair Hourly 1 $90.00 $112.00
4 Technical & Electrical Hourly 1 $100.00 $112.00
5 Painting Labor Hourly 1 $63.00 $53.00
6 Sedan Window Tinting, Cost per vehicle Ea 1 No Bid $300.00 7 Truck Window Tinting, Cost per vehicle Ea 1 No Bid $300.00 8 SUV Window Tinting, Cost per vehicle Ea 1 No Bid $300.00 9 OEM Parts (discount from Jobbers List) % 1 5% No discount 10 OEM Parts markup over cost % 1 30% No markup
11 OEM Recycled Parts markup over cost % 1 20% 20% Markup 12 Aftermarket Parks markup over cost % 1 40% No markup 13 Hazardous Waste Material Disposal, Cost per part Ea 1 $5.00 $6.00 14 Shop Labor, Define length of warranty Month 1 Limited Lifetime Lifetime warranty on labor and paint 15 Shop Parts, Define length of warranty Month 1 Manufacturer One year warranty on parts 16 Distance from your facility location(s) to City’s Corporate Yard, Santa Ana Miles 1 2.3 miles Shop is 3.1 miles from City Yard $384.00 $1,323.00
SHOP LABOR RATES
COST PER VEHICLE
PARTS & MATERIALS
MISCELLANEOUS FEES
WARRANTY
BID BASE TOTAL
LOCATION
EXHIBIT 1
City Council
10 –
4 3/17/2026
Public Works Agency
www.santa-ana.org/pw
Item # 11
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
March 17, 2026
TOPIC: Annual Purchase and Replacement of Various City Vehicles
AGENDA TITLE
Pre-Authorization of Purchase Order Contracts for Various City Vehicles (Spec No. 25- 133) (General & Non-General Fund)
RECOMMENDED ACTION
1. Approve an appropriation adjustment to recognize $574,594 of prior-year fund balance in the Refuse Collection Revenue, Prior Year Carryforward revenue account and appropriate the same amount to the Refuse Collection Service, Machinery & Equipment expenditure account (Requires five affirmative votes).
2. Approve an appropriation adjustment to recognize $574,594 of prior-year fund balance in the Federal Clean Water Protection Enterprise, Prior Year Carryforward revenue account, and appropriate to the Federal Clean Water Protection Enterprise, Machinery & Equipment expenditure account (Requires five affirmative votes).
3. Approve an appropriation adjustment to recognize $684,952 of prior-year fund balance in the Special Gas Tax Fund, Prior Year Carryforward revenue account, and appropriate to the Roadway Maintenance, Machinery & Equipment expenditure account (Requires five affirmative votes).
4.Approve an appropriation adjustment to recognize $68,250 of prior-year fund balance in the Equipment Maintenance-Garage Operation, Prior Year Carryforward revenue account, and appropriate to the Equipment Maintenance- Garage Operation, Machinery & Equipment expenditure account (Requires five affirmative votes).
5. Pre-authorize the City Manager to issue purchase orders for various City vehicles described herein for the Fiscal Year 2025-26, in a total amount not-to-exceed $7,305,578.
City Council
11 –
1 3/17/2026
Annual Purchase and Replacement of Various City Vehicles March 17, 2026
5 6
2 7
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
The Public Works Agency (PWA) routinely acquires, maintains, repairs, and replaces City vehicles and equipment. In prior years, staff presented multiple individual staff reports throughout the year with recommendations for individual vehicle purchases after the City has underwent a competitive bidding process. This process requires a longer lead time and has consistently fragmented the City’s purchasing power. It has also hampered the City’s ability to act in a timely manner and take advantage of market conditions, immediate inventory availability, and lower pricing opportunities when offered by manufacturers and dealerships, as these private entities are less likely to hold inventory or commit to lower price for extended periods.
On January 20, 2026, City Council approved the first reading of an ordinance amending Chapter 2, Article II of the Santa Ana Municipal Code (SAMC) to specify the procurement and contracting procedure for vehicle and vehicle related equipment purchases. The new process allows City Council to pre-authorize the City Manager to procure and execute contracts and purchases for vehicles and vehicle-related equipment immediately following completion of competitive bidding or through justified non-bid purchases within City Council-approved not-to-exceed amounts. This procurement model accelerates contracting and delivery, improves efficiency, and positions the City to secure competitively-priced vehicles and equipment in a timely manner, and with appropriate control measures in place ensuring the integrity and transparency of the purchasing approval and budget allocation process. On February 3, 2026, City Council conducted the second reading and adopted the ordinance.
The City’s Equipment Replacement Policy (Exhibit 1) establishes the guidelines and criteria for the replacement of City vehicles to ensure a strategic approach to fleet management. This policy prioritizes safety, cost effectiveness, fuel efficiency, and compliance with State and Federal public fleet regulations. These guidelines are established by the American Public Works Association (APWA), National Association of Fleet Administrators (NAFA), and Municipal Equipment Maintenance Association (MEMA). Replacement determinations are based on industry-standard criteria, including excessive mileage, vehicle age, maintenance costs, unit hours, maintenance history, safety, and overall life expectancy.
For Fiscal Year 2025-2026, a total of 87 vehicles are included in the purchase plan to replace units that have reached the end of their useful life, replace leased vehicles, and to meet additional operational needs (Exhibit 2). Of these, staff identified 62 vehicles that meet established replacement guidelines, totaling $3,326,804, serving the Planning and Building Agency, Police Department, and Public Works Agency (Exhibit 3).
City Council
11 –
2 3/17/2026
Annual Purchase and Replacement of Various City Vehicles March 17, 2026
5 6
2 7
DEPARTMENT QTY
(REPLACEMENT)
Planning and Building Agency 4
Police Department 50
Public Works Agency 8
In addition to the replacements, departments reviewed their operational needs and identified requests for new vehicles and equipment. The Police Department is requesting five vehicles to support their Traffic Division. The Planning and Building Agency requires one new vehicle to accommodate new staff. The Public Works Agency is requesting 11 vehicles for the new Construction Services team, two vehicles for the Construction Inspection and Administration team, one travel trailer for Parks Services, one Silverado EV for Fleet Services, and two pot-hole patch trucks to support Maintenance Services. Additionally, two new street sweepers are recommended to be procured to allow for certain street sweeping needs to be performed efficiently by City staff. Most recommended purchases are budgeted in the current fiscal year, with the exception of the two proposed street sweepers, two pot-hole patch trucks, and a Silverado EV which require City Council approval of the recommended appropriation adjustments. Altogether, staff recommends purchasing 25 new vehicles at a cost not to exceed $3,978,774.
DEPARTMENT QTY
(ADDITIONS)
Planning and Building Agency 1
Police Department 5
Public Works Agency 19
The Finance and Management Services Agency, Purchasing Division, will solicit bids and evaluate available cooperative agreements and determine the best method to acquire the vehicles identified in accordance with City policies and procedures. To complete the purchases, staff recommends City Council pre-authorize the City Manager to execute contracts and purchases to the successful vendor(s) immediately after evaluation of individual awards. In the unlikely event that any of the vehicles or equipment listed is found to be limited to a sole source, the Purchasing Division will verify and document the reasons for the sole source prior to the purchase. Pre- authorization will also allow the City Manager to make substitutions in the type and/or quantity of these vehicles to address changing business needs or subsequent budget adjustments. Any changes will remain within the not-to-exceed amount totaling $7,305,578. Should actual requirements exceed this specified amount, staff will bring a separate request for additional appropriations to the City Council prior to any further purchases.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
City Council
11 –
3 3/17/2026
Annual Purchase and Replacement of Various City Vehicles March 17, 2026
5 6
2 7
FISCAL IMPACT
Approval of the appropriation adjustments will recognize $574,594 of prior-year fund balance in the Refuse Collection Revenue, Prior Year Carryforward revenue account and appropriate the same amount to the Refuse Collection Service, Machinery and Equipment expenditure account, $574,594 of prior-year fund balance in the Federal Clean Water Protection Enterprise, Prior Year Carryforward revenue account, and appropriate the same amount to the Federal Clean Water Protection Enterprise, Machinery & Equipment expenditure account, $684,952 of prior-year fund balance in the Special Gas Tax Fund, Prior Year Carryforward revenue account, and appropriate to the Roadway Maintenance, Machinery and Equipment expenditure account, and $68,250 of prior-year fund balance in the Equipment Maintenance-Garage Operation, Prior Year Carryforward revenue account, and appropriate to the Equipment Maintenance-Garage Operation, Machinery and Equipment expenditure account.
Funds are budgeted and available for expenditure in the following accounts for Fiscal Year 2025-26. Any remaining balances not expended by the end of the fiscal year will be presented to City Council for approval of carryforwards into Fiscal Year 2026-27.
Fiscal
Year
Accounting
Unit-Account
No.
(Project No.)
Fund
Description
Accounting Unit,
Account Description Amount
APPROPRIATION ADJUSTMENT
2025-26 06917640-
66400
Refuse
Collection
Service
Refuse Collection
Service, Machinery &
Equipment
$574,594
2025-26 05717640-
66400
Federal Clean
Water
Protection
Enterprise
Federal Clean Water
Protection Enterprise,
Machinery &
Equipment
$574,594
2025-26 02917660-
66400
Special Gas
Tax
Roadway
Maintenance,
Machinery &
Equipment
$684,952
2025-26 07517100-
66400
Fleet
Maintenance
Equipment
Maintenance-Garage
Operation, Machinery
& Equipment
$68,250
City Council
11 –
4 3/17/2026
Annual Purchase and Replacement of Various City Vehicles March 17, 2026
5 6
2 7
CURRENT BUDGET
2025-26 07017100-
66400
Equipment
Replacement
Equipment
Replacement,
Machinery &
Equipment
$1,787,355
2025-26 01114405-
66400 General Fund Traffic, Machinery &
Equipment $183,075
2025-26 01114404-
66400 General Fund
Recruitment &
Backgrounds,
Machinery and
Equipment
$107,625
2025-26 01114410-
66400 General Fund
Training Services,
Machinery and
Equipment
$50,400
2025-26
01114420-
66400 (22-
4502)
General Fund
Field Operations,
Machinery &
Equipment
$136,500
2025-26 01114421-
66400 General Fund
PD Athletic & Activity
League, Machinery &
Equipment
$107,100
2025-26 01114425-
66400 General Fund
Information Services,
Machinery &
Equipment
$54,075
2025-26 01114435-
66400 General Fund
Criminal Investigation
Service Enhancement,
Machinery &
Equipment
$250,950
2025-26 01114448-
66400 General Fund Evidence, Machinery &
Equipment $46,200
2025-26 01114450-
66400 General Fund
Central Distribution
CTR (CDC), Machinery
& Equipment
$126,974
2025-26 01114485-
66400 General Fund
Homeland Security &
Emergency
Management,
Machinery &
Equipment
$35,700
City Council
11 –
5 3/17/2026
Annual Purchase and Replacement of Various City Vehicles March 17, 2026
5 6
2 7
2025-26
12814407-
66400 (23-
4614)
Law
Enforcement
Grants
Superior Law
Enforcement Services,
Machinery &
Equipment
$452,025
2025-26 06017646-
66400 Water Water Meter Services,
Machinery Equipment $28,170
2025-26 06017641-
66400 Water
Water System
Maintenance,
Machinery &
Equipment
$20,850
2025-26 06017644-
66400 Water
Water Quality,
Machinery &
Equipment
$56,940
2025-26 06017648-
66400 Water
Water Resources
Construction,
Machinery &
Equipment
$1,205,383
2025-26 01117611-
66400 General Fund
Construction
Engineering,
Machinery &
Equipment
$116,471
2025-26 05617640-
66400
Sanitary
Sewer Service
Sanitary Sewer
Service, Machinery &
Equipment
$404,250
2025-26 01116520-
66400 General Fund
Planning & Building
Agency – Permit &
Insurance Services,
Machinery &
Equipment
$42,105
2025-26 01216010-
66400
Cannabis
Public Benefit
Fund
PBA Enforcement
Services, Machinery &
Equipment
$54,075
2025-26 03116510-
66400
Air Quality
Impr. (AB
2766)
Planning-Air Quality
Improvement,
Machinery &
Equipment
$42,105
2025-26 01117651-
66400 General Fund
Park Maintenance
Service Enhancement,
Machinery &
Equipment
$18,900
City Council
11 –
6 3/17/2026
Annual Purchase and Replacement of Various City Vehicles March 17, 2026
5 6
2 7
2025-26
01113017-
66400 (22-
2300)
General Fund
PRCSA – Service
Enhancement,
Machinery &
Equipment
$18,900
2025-26 01117620-
66400 General Fund
PW
Traffic/Transportation –
Service Enhancement,
Machinery &
Equipment
$57,060
TOTAL: $7,305,578
EXHIBIT(S)
1. Equipment Replacement Policy
2. Vehicle Purchase List FY 2025-26
3. Vehicle Replacement Inventory List
Submitted by: Rodolfo Rosas, P.E., Acting Executive Director, Public Works Agency Approved By: Alvaro Nuñez, City Manager
City Council
11 –
7 3/17/2026
EXHIBIT 1
City Council
11 –
8 3/17/2026
City Council
11 –
9 3/17/2026
Attachment A
EQUIPMENT LIFECYCLE GUIDELINES*
Fire Engines/Trucks 15 years Frontline, 5 years Reserve, 20 years Total Heavy Equipment 15 years or 7000 hours
Heavy Trucks (1 Ton and larger) 100,000 miles or 10 years Loaders and Construction Equip 15 years or 7000 hours
Medic Vans 10 years
Paint Stripers 15 years or 7000 hours
Paratransit Bus 80,000 miles or 10 years
Pickup Trucks {1/4 to 3/4 Ton) 85,000 miles or 10 years Police Motorcycles 60,000 miles or 3 years
Police Patrol 80,000 miles or 4 years
Refuse Transfer Trailers 6 years
Refuse Trucks 120,000 miles or 8 years
Sedans 80,000 miles or 8 years
Street Sweepers 7 years
Stump Grinders and Chippers 10 years or 7000 hours
Trailers 15 years
Vactors/Sewer Rodders 15 years
Vans 80,000 miles or 10 years
Welders, Saws, Pumps 10 years
* Based on research data from the American Public Works Association {APWA), National Association of Fleet Administrators {NAFA), and Municipal Equipment Maintenance Association (MEMA).
Equipment Replacement Policy Page 3 of 5
City Council
11 –
10 3/17/2026
City Council
11 –
11 3/17/2026
City Council
11 –
12 3/17/2026
Department Sub-Division Vehicle Model Type Year of Replaced Vehicle Est. Cost Planning and Building Agency Building & Safety Chevy Equinox EV Addition to Fleet 42,105$ Building & Safety Chevy Equinox EV Replacement 2018 42,105$ Building & Safety Chevy Equinox EV Replacement 2018 42,105$ Code Enforcement Chevy Silverado 1500 Replacement 2006 54,075$ Planning Chevy Equinox EV Replacement 2016 42,105$
Total 222,495$
Police Department
Backgrounds Chevy Equinox LT Replace - Lease 2022 35,700$ Backgrounds Chevy Equinox LT Replace - Lease 2023 36,225$ Backgrounds Chevy Equinox LT Replace - Lease 2023 35,700$ CDC Chevy Silverado 1500 Replacement 2005 45,150$
CDC Golf Cart Replacement 1997 19,874$
Community Engagement Chevy Colorado Replacement 2008 46,200$ Community Engagement Chevy Colorado Replacement 2000 45,150$ Community Engagement Chevy Colorado Replacement 2000 45,150$ Computer Services Chrysler Pacifica Replacement 2007 54,075$ Criminal Investigation Division Chevy Equinox LT Replace - Lease 2023 35,700$ Criminal Investigation Division Chevy Equinox LT Replace - Lease 2023 35,700$ Criminal Investigation Division Chevy Equinox LT Replace - Lease 2023 36,225$ Criminal Investigation Division Chevy Equinox LT Replace - Lease 2023 36,225$ Criminal Investigation Division Chevy Equinox LT Replace - Lease 2023 35,700$ Criminal Investigation Division Chevy Equinox LT Replace - Lease 2023 35,700$ Criminal Investigation Division Chevy Equinox LT Replace - Lease 2023 35,700$ Evidence Chevy Colorado Replacement 2002 46,200$
Field Operations Ford Interceptor SUV Replacement 2020 64,575$ Field Operations Ford Interceptor SUV Replacement 2020 64,575$ Field Operations Ford Interceptor SUV Replacement 2020 64,575$ Field Operations Ford Interceptor SUV Replacement 2020 64,575$ Field Operations Ford Interceptor SUV Replacement 2020 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Field Operations Ford Interceptor SUV Replacement 2021 64,575$ Homeland Security Chevy Equinox LT Replace - Lease 2023 35,700$ Investigations Chevy Equinox LT Replacement 2007 35,700$ Investigations Chevy Equinox LT Replacement 2007 35,700$ Investigations Chevy Equinox LT Replacement 2008 35,700$ Jail Operations Ford Transit Medium Roof Replacement 2020 121,965$ PAAL Center Chrysler Pacifica Replacement 2000 53,550$
PAAL Center Chrysler Pacifica Replacement 2002 53,550$
Swat Ford Transit Replacement 1995 73,500$
Traffic BMW Motorcycle Replacement 2020 38,850$
Traffic BMW Motorcycle Replacement 2020 38,850$
Traffic Chevy Colorado Addition to Fleet 51,450$
Traffic Chevy Colorado Addition to Fleet 51,450$
Traffic Chevy Colorado Addition to Fleet 51,450$
Traffic Chevy Colorado Addition to Fleet 51,450$
Traffic Chevy Colorado Replacement 2015 51,450$
Traffic Chevy Colorado Replacement 2015 51,450$
Traffic Chevy Colorado Replacement 2015 51,450$
Traffic Chevy Equinox LT Replace - Lease 2022 35,700$
Traffic Dodge Durango Replacement 2008 63,000$
Training Chevy Silverado 1500 Addition to Fleet 64,575$ Training Chevy Traverse Replace - Lease 2022 50,400$
Total 2,855,039$
Public Works Agency Construction Engineering Chevy Silverado 1500 Addition to Fleet 59,850$ Construction Engineering Chevy Blazer EV Addition to Fleet 56,621$ Construction Services Asphalt Zipper Addition to Fleet 252,726$ Construction Services Bobcat 185V Air Compressor Addition to Fleet 38,125$ Construction Services Chevy Silverado EV Addition to Fleet 68,250$ Construction Services Chevy Silverado EV Addition to Fleet 68,250$ Construction Services Excavator Truck Addition to Fleet 336,000$ Construction Services Ford F-550 Addition to Fleet 108,308$ Construction Services Ford F-550 Addition to Fleet 108,308$ Vehicle and Equipment List FY 2025-26
City Council
11 –
13 3/17/2026
Construction Services Ford F-550 Addition to Fleet 108,308$ Construction Services JD 30P Mini Excavator Addition to Fleet 85,050$ Construction Services JD 410P Backhoe Addition to Fleet 218,154$ Construction Services JD 410P Backhoe Addition to Fleet 218,154$ Fleet Services Silverado EV Addition to Fleet 68,250$
Maintenance Services Tymco 600 Sweeper Addition to Fleet 574,594$ Maintenance Services Tymco 600 Sweeper Addition to Fleet 574,594$ Maintenance Services Patch Truck Addition to Fleet 342,476$ Maintenance Services Patch Truck Addition to Fleet 342,476$ Park Services Chevy Silverado EV Replacement 2018 68,250$ Park Services Travel Trailer Addition to Fleet 37,800$
Traffic Engineering Chevy Silverado EV Replacement 2016 68,250$ Traffic Engineering Chevy Silverado EV Replacement 2016 68,250$ Traffic Engineering Chevy Equinox EV Replacement 2016 46,200$ Water Meter Chevy 2500 Service Body Truck Replacement 2015 106,050$ Water Quality & Measure Chevy Silverado EV Replacement 2015 68,250$ Water Quality & Measure Chevy Silverado EV Replacement 2015 68,250$ Water System Maintenance Chevy Silverado EV Replacement 2015 68,250$ Total 4,228,044$
GRAND TOTAL 7,305,578$
City Council
11 –
14 3/17/2026
Vehicle Number Vehicle Model Year of Replaced Vehicle Mileage Qualifies for Replacement Factors 60152 Chevy Bolt EV 2018 84,662 Yes Age, Miles/Hours, Condition 60153 Chevy Bolt EV 2018 85,633 Yes Age, Miles/Hours, Condition 60044 Chevy Colorado 2016 76,232 Yes Age, Miles/Hours, Condition 59639 Chevy 2500HD 2016 64,933 Yes Age, Miles/Hours, Condition LEASE LEASE - Police Department 2022 N/A N/A Replacing a leased vehicle LEASE LEASE - Police Department 2023 N/A N/A Replacing a leased vehicle LEASE LEASE - Police Department 2023 N/A N/A Replacing a leased vehicle 29509 Chevy 2500HD 2005 65,993 Yes Age, Miles/Hours, Condition 58813 EZ-GO Golf Cart 1997 12,563 Yes Age, Miles/Hours, Condition 58954 Ford Escape 772 2008 82,693 Yes Age, Miles/Hours, Condition 59224 Chevy S-10 2000 79,356 Yes Age, Miles/Hours, Condition 59227 Chevy S-10 2000 89,615 Yes Age, Miles/Hours, Condition 59666 Chevy Impala 2007 84,938 Yes Age, Miles/Hours, Condition LEASE LEASE - Police Department 2023 N/A N/A Replacing a leased vehicle LEASE LEASE - Police Department 2023 N/A N/A Replacing a leased vehicle LEASE LEASE - Police Department 2023 N/A N/A Replacing a leased vehicle LEASE LEASE - Police Department 2023 N/A N/A Replacing a leased vehicle LEASE LEASE - Police Department 2023 N/A N/A Replacing a leased vehicle LEASE LEASE - Police Department 2023 N/A N/A Replacing a leased vehicle LEASE LEASE - Police Department 2023 N/A N/A Replacing a leased vehicle 59427 Chevy Astro Cargo Van 2002 69,853 Yes Age, Miles/Hours, Condition 60279 Chevy Tahoe 2020 87,632 Yes Age, Miles/Hours, Condition 60280 Chevy Tahoe 2020 87,465 Yes Age, Miles/Hours, Condition 60281 Chevy Tahoe 2020 85,694 Yes Age, Miles/Hours, Condition 60282 Chevy Tahoe 2020 79,658 Yes Age, Miles/Hours, Condition 60283 Chevy Tahoe 2020 76,986 Yes Age, Miles/Hours, Condition 60305 Ford Explorer 2021 89,657 Yes Age, Miles/Hours, Condition 60306 Ford Explorer 2021 78,965 Yes Age, Miles/Hours, Condition 60307 Ford Explorer 2021 92,566 Yes Age, Miles/Hours, Condition 60308 Ford Explorer 2021 93,658 Yes Age, Miles/Hours, Condition 60309 Ford Explorer 2021 86,951 Yes Age, Miles/Hours, Condition 60310 Ford Explorer 2021 65,722 Yes Age, Miles/Hours, Condition 60311 Ford Explorer 2021 96,896 Yes Age, Miles/Hours, Condition 60312 Ford Explorer 2021 79,799 Yes Age, Miles/Hours, Condition 60313 Ford Explorer 2021 89,632 Yes Age, Miles/Hours, Condition 60314 Ford Explorer 2021 77,251 Yes Age, Miles/Hours, Condition Replacement Vehicle Inventory List
EXHIBIT 3
City Council
11 –
15 3/17/2026
60315 Ford Explorer 2021 74,619 Yes Age, Miles/Hours, Condition 60316 Ford Explorer 2021 92,786 Yes Age, Miles/Hours, Condition LEASE LEASE - Police Department 2023 N/A N/A Replacing a leased vehicle 59664 Chevy Impala 2007 89,632 Yes Age, Miles/Hours, Condition 59667 Chevy Impala 2007 86,521 Yes Age, Miles/Hours, Condition 59789 Chevy Impala 2008 89,644 Yes Age, Miles/Hours, Condition 60246 Chevy Express Van 2020 82,489 Yes Age, Miles/Hours, Condition 58999 Chevy 12 Passenger Van 2000 79,632 Yes Age, Miles/Hours, Condition 59428 Chevy 12 Passenger Van 2002 83,612 Yes Age, Miles/Hours, Condition 58555 Chevy Swat Sub 1995 80,769 Yes Age, Miles/Hours, Condition 60276 BMW R1250RT-P 2020 42,972 Yes Age, Miles/Hours, Condition 60277 BMW R1250RT-P 2020 23,950 Yes Age, Miles/Hours, Condition 60012 Chevy Spark 2015 87,962 Yes Age, Miles/Hours, Condition 60013 Chevy Spark 2015 82,643 Yes Age, Miles/Hours, Condition 60014 Chevy Spark 2015 86,315 Yes Age, Miles/Hours, Condition LEASE LEASE - Police Department 2022 N/A N/A Replacing a leased vehicle 59760 Dodge Magnum 2008 93,746 Yes Age, Miles/Hours, Condition LEASE LEASE - Police Department 2022 N/A N/A Replacing a leased vehicle 60151 Chevy Bolt EV 2018 79,632 Yes Age, Miles/Hours, Condition 60017 Chevy Colorado 2016 91,652 Yes Age, Miles/Hours, Condition 60018 Chevy Colorado 2016 86,344 Yes Age, Miles/Hours, Condition 60023 GMC Terrain 2016 79,634 Yes Age, Miles/Hours, Condition 59985 Ford F250 HD Utility 2015 89,631 Yes Age, Miles/Hours, Condition 60000 Ford Transit Cargo 2015 90,112 Yes Age, Miles/Hours, Condition 60001 Ford Transit Cargo 2015 84,632 Yes Age, Miles/Hours, Condition 59992 Ford Transit Connect 2015 99,282 Yes Age, Miles/Hours, Condition
City Council
11 –
16 3/17/2026
Public Works Agency
www.santa-ana.org/pw
Item # 12
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
March 17, 2026
TOPIC: Award Agreements for On-Call Real Estate Title and Escrow Services
AGENDA TITLE
Agreements with Commonwealth Land Title Company and Chicago Title Company for On-Call Real Estate Title and Escrow Services (Non-General Fund)
RECOMMENDED ACTION
Award and authorize the City Manager to execute agreements with Chicago Title Company and Commonwealth Land Title Company to provide on-call real estate title and escrow services for the term beginning March 17, 2026 and expiring March 16, 2027 for a total amount of $60,000, with provisions for four, one-year renewals, in a total aggregate amount not-to-exceed $300,000 (Core Agreement No. A-2026-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
The Public Works Agency (PWA) is responsible for delivering all capital improvement projects in the City including roadway corridor widening and construction of new parks.
Many of these public improvements require real estate, title, and escrow services to conduct title searches and property acquisitions. The current agreements for on-call real estate and title services expired on March 1, 2026.
Staff recommends entering into new agreements for on-call real estate and title services and released an RFP for said services with a scope of work that includes providing the City with real estate title, escrow, preliminary title reports, litigation guarantees, title insurance coverage assistance, and purchase agreement review services.
Request for Proposals (RFP) No. 25-145 (Exhibit 1) was advertised on December 10, 2025 on the City’s online bid management and publication system, PlanetBids. A summary of vendor participation and results is as follows:
2,595 Vendors notified
134 Santa Ana vendors notified
12 Vendors downloaded the bid packet
2 Bids received
City Council
12 –
1 3/17/2026
Public Works On-Call Real Estate Title and Escrow Services March 17, 2026
5 6
3 5
0 Bid received from Santa Ana vendor
Proposals were solicited, opened on January 21, 2026, and evaluated. Two proposals were submitted by the RFP deadline and both proposals were determined to be responsive to the specifications and met the City’s requirements. Both proposals were received and evaluated by a selection committee. Based on criteria outlined in the RFP, the following summarizes the top responding firms:
Firm City Ranking
Chicago Title Company Los Angeles 1
Commonwealth Land Title Company Irvine 2
The proposals by Commonwealth Land Title Company and Chicago Title Company demonstrate the firms have the necessary labor capacity to complete the requested services to meet expedited grant-driven deadlines. The firms' rates are reasonable and within industry standard, the team qualifications are appropriate for this project, and the proposals were found to provide the best value for the City.
Staff recommends awarding agreements to Chicago Title Company and Commonwealth Land Title Company (Exhibits 2 and 3) to provide on-call real estate title and escrow services based upon the scope of work and selection criteria outlined in RFP 25-145.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
The current fiscal year funding is available in the FY 25-26 budget and future fiscal year funding will be included in the proposed budgets for City Council consideration.
Prior to utilizing any on-call services, the Public Works Agency (PWA) must submit a Notice to Proceed request. The Finance and Management Services Agency (FMSA) will verify the authorization and aggregate limits of the contracts and ensure that funds are available and properly encumbered. Once approved, PWA will issue a Notice to Proceed to the vendor detailing the specific scope of work and the maximum expenditure for the task.
Fiscal
Year
Accounting Unit -
Account No.
(Project No.)
Fund
Description
Accounting Unit
- Account
No. Description
Amount
2025-26 03217662-66220
(26-6900)
Measure M-
Street
Constructions
Measure M2
Local Fairshare
St, Improvements
Other Than
Buildings
$45,000
City Council
12 –
2 3/17/2026
Public Works On-Call Real Estate Title and Escrow Services March 17, 2026
5 6
3 5
Fiscal
Year
Accounting Unit -
Account No.
(Project No.)
Fund
Description
Accounting Unit
- Account
No. Description
Amount
2025-26 01118810-62300 General Fund
Economic
Development
Service
Enhancement,
Contract
Services-
Professional
$10,000
2025-26 41818833-66200
(24-9002)
CDA Capital
Projects
Modernization of
SA Civic Center,
Buildings &
Building
Improvements
$5,000
Year One Total: $60,000
Optional Four, 1-year Extensions
2026-27 03217662-66220 Measure M-
Street
Constructions
Measure M2
Local Fairshare
St, Improvements
Other Than
Buildings
$40,000
2026-27 01118810-62300 General Fund
Economic
Development
Service
Enhancement,
Contract
Services-
Professional
$10,000
2026-27 60718810-62300 Housing Asset
LMIHF
Housing Asset
Admin, Contract
Services-
Professional
$10,000
2027-28 03217662-66220 Measure M-
Street
Constructions
Measure M2
Local Fairshare
St, Improvements
Other Than
Buildings
$40,000
2027-28 01118810-62300 General Fund
Economic
Development
Service
Enhancement,
Contract
$10,000
City Council
12 –
3 3/17/2026
Public Works On-Call Real Estate Title and Escrow Services March 17, 2026
5 6
3 5
Fiscal
Year
Accounting Unit -
Account No.
(Project No.)
Fund
Description
Accounting Unit
- Account
No. Description
Amount
Services-
Professional
2027-28 60718810-62300 Housing Asset
LMIHF
Housing Asset
Admin, Contract
Services-
Professional
$10,000
2028-29 03217662-66220 Measure M-
Street
Constructions
Measure M2
Local Fairshare
St, Improvements
Other Than
Buildings
$40,000
2028-29 01118810-62300 General Fund
Economic
Development
Service
Enhancement,
Contract
Services-
Professional
$10,000
2028-29 60718810-62300 Housing Asset
LMIHF
Housing Asset
Admin, Contract
Services-
Professional
$10,000
2029-30 03217662-66220 Measure M-
Street
Constructions
Measure M2
Local Fairshare
St, Improvements
Other Than
Buildings
$40,000
2029-30 01118810-62300 General Fund
Economic
Development
Service
Enhancement,
Contract
Services-
Professional
$10,000
2029-30 60718810-62300 Housing Asset
LMIHF
Housing Asset
Admin, Contract
Services-
Professional
$10,000
Total $300,000
City Council
12 –
4 3/17/2026
Public Works On-Call Real Estate Title and Escrow Services March 17, 2026
5 6
3 5
The amounts above are estimates only and are subject to change. The accounting units may also change, pending fees that may be paid from other programs and projects.
However, the maximum aggregate amount of the expenditures will not exceed $300,000 over the term of the agreements, including all extension periods.
EXHIBIT(S)
1. RFP No. 25-145
2. Agreement with Chicago Title Company
3. Agreement with Commonwealth Land Title
Submitted By: Rodolfo Rosas, P.E., Acting Executive Director of Public Works Approved By: Alvaro Nuñez, City Manager
City Council
12 –
5 3/17/2026
EXHIBIT 3
City Council
12 –
6 3/17/2026
TABLE OF CONTENTS
I. B
ACKGROUND ........................................................................................................................... 3 II. OVERVIEW OF PROJECT .......................................................................................................... 3 III. TERM OF AGREEMENT ............................................................................................................ 3 IV. MINIMUM QUALIFICATIONS ...................................................................................................... 3 V. RESPONSE TO RFP .................................................................................................................. 4 VI. CERTIFICATIONS (ATTACHMENTS) ......................................................................................... 9 VII. REFERENCES ............................................................................................................................ 9 VIII. MINIMUM SCOPE AND LIMIT OF INSURANCE ....................................................................... 10 IX. SELECTION PROCEDURES & CRITERIA ............................................................................... 10 X. WITHDRAWALS........................................................................................................................ 12 XI. GENERAL TERMS AND CONDITIONS .................................................................................... 12 XII. ADDITIONAL TERMS AND CONDITIONS FOR PUBLIC WORKS PROJECTS ........................ 17 XIII. AWARD OF AGREEMENT ........................................................................................................ 20 XIV. IMPLEMENTATION ................................................................................................................... 20
EXHIBITS
Exhibits provided herein for Proposers’ reference only.
E
XHIBIT I – SCOPE OF SERVICES
EXHIBIT II – SAMPLE AGREEMENT
ATTACHMENTS
A
PROPOSER’S CERTIFICATION, PROPOSAL PRICING
B PROPOSER’S STATEMENT
C NON-COLLUSION AFFIDAVIT
D NON-LOBBYING CERTIFICATION
E NON-DISCRIMINATION CERTIFICATION
F SUBCONTRACTOR DESIGNATION FORM
G CARB FLEET COMPLIANCE CERTIFICATION
EXHIBIT 3
City Council
12 –
7 3/17/2026
I. BACKGROUND
The City of Santa Ana, California, is rich in culture and pride, the county seat of Orange County, and encompasses an area of approximately 27 square miles. For more information, please visit https://www.santa-ana.org/
II. OVERVIEW OF PROJECT
The City of Santa Ana (City) is seeking proposals from qualified firms and organizations (Proposers) to provide On-Call Real Estate Title and Escrow Services. See EXHIBIT I for complete Scope of Services.
T
he term “Vendor”, “Proposer”, “Firm”, “Consultants”, and “Contractor” shall refer to any legal entity or entities submitting a proposal in response to this Request for Proposals (RFP).
Fundi
ng sources for each project may vary and shall comply with the funding agency’s requirements. Special conditions may apply.
CA
RB FLEET REGULATIONS: The California Air Resources Board (“CARB”) implemented amendments to the In-Use Off-Road Diesel-Fueled Fleets Regulations (“Regulation”) which are e
ffective on January 1, 2024 and apply broadly to all self-propelled off road diesel vehicles 25 hor
sepower or greater and other forms of equipment used in California. A copy of the R
egulation is available at:
https://ww2.arb.ca.gov/sites/default/files/barcu/regact/2022/off-roaddiesel/appa-1.pdf.
Proposers are required to comply with all CARB and Regulation requirements, including, without limitation, all applicable sections of the Regulation, as codified in Title 13 of the California Code of Regulations section 2449 et seq. throughout the duration of the Project. Proposers must provide, with their Proposal, copies of Proposer’s and all listed subcontractors’ most recent, vali d
C
ertificate of Reported Compliance (“CRC”) issued by CARB. Failure to provide valid CRCs as required herein may render the Proposal non-responsive.
III. TERM OF AGREEMENT
The anticipated term of the agreement is for an initial period of three (3) years. The City may, at its discretion, extend the agreement with the same or more limited scope of required services for two (2) additional one (1) year periods, upon mutual agreement contingent upon City Council approval, or City Manager or City Attorney authorization, as appropriate. The total term of the awarded agreement shall not exceed five (5) years.
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sage is not guaranteed. Execution of an agreement between the City and successful firm(s) and/or individual(s) does not guarantee work throughout the duration of the contract period.
Numerous factors will be evaluated by the City in its delivery of project and assignments, including technical expertise required.
IV. MINIMUM QUALIFICATIONS
1) Contractor must have been in business continuously for the most recent five (5) years prior to the date of this RFP.
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2) Minimum five (5 ) most recent years of experience performing similar services as those detailed in the Scope of Services section of this RFP.
3) Familiarity with project management theories and techniques, including project scheduling, staff assignments, and coordination and communication with other project entities.
4) Contractor must hold all necessary state -issued licenses, such as title company or escrow agent license, and to be in good standing.
5) Knowledge of the Federal and State Uniform Relocation and Real Property Acquisition Policies Act and Article 1, Section 19, California Constitution (granting the power of eminent domain law).
V. RESPONSE TO RFP
A. SUBMITTAL INSTRUCTIONS
It is the responsibility of the Proposer to ensure that any proposals submitted have been uploaded to PlanetBids prior to the RFP due date and time. Proposals, including all required sections and forms, shall be submitted electronically via the City’s Bid Management System, PlanetBids. Additionally, it is a requirement that five (5) hard copy proposals be delivered to the Public Works Agency drop box located on the first floor of Ross Annex across from the Development Permit counter in an enclosed sealed envelope and marked clearly with the following:
Gentle note: staff will not timestamp or sign any hard copy deliveries as the electronic submittal by the deadline is suffice. For further instructions regarding hard copy submission of proposals, refer to PlanetBids.
PlanetBids will not accept late proposals and no exceptions shall be made. Proposers will receive an e-bid confirmation number with a time stamp from PlanetBids indicating that their proposal was submitted successfully. The City will only receive and consider those proposals that were transmitted successfully. Submit proposal online at:
http://www.planetbids.com/portal/portal.cfm?CompanyID=20137.
Proposer shall be solely responsible for informing itself with respect to the proper utilization of the bid management system, for ensuring the capability of their computer system to upload the required documents, and for the stability of their internet service. Failure of the Proposer to successfully submit an electronic proposal shall be at the Proposer’s sole risk and no relief will be given for late and/or improperly submitted proposals. Proposers experiencing any technical difficulties with the bid submission process may contact PlanetBids at (818) 992 - “SEALED PROPOSAL FOR
ON-CALL REAL ESTATE TITLE AND ESCROW SERVICES
RFP NO. 25-145
IN THE CITY OF SANTA ANA
DO NOT OPEN WITH REGULAR MAIL.”
City of Santa Ana
Attn.: Hayley Gilbert
Public Works Agency; M-36
20 Civic Center Plaza; Ross Annex
Santa Ana, CA 92701
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1771. Questions of an operational nature may be directed to the City’s assigned Buyer .
Neither the City, nor PlanetBids, makes any guarantee as to the timely availability of assistance, or assurance that any given problem will be resolved by the bid submission deadline.
Proposals shall NOT be sent via telegraphic, electronic, or facsimile means.
All notifications, updates and addenda will be posted online on PlanetBids at https://www.planetbids.com/portal/portal.cfm?CompanyID=20137. Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation. Failure to respond to required updates may result in a determination of a nonresponsive proposal.
B. COMMUNICATION / CONTACT WITH CITY STAFF
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nless otherwise authorized herein, Proposers who are considering submitting a proposal in response to this RFP, or who submit a proposal in response to this RFP, are only to communicate with the assigned Project Coordinator(s), and no other City staff about this RFP from the date this RFP is issued until a contract is awarded. The City will provide all official communication concerning this RFP in writing via the City’s Bid Management Sy stem, PlanetBids.
The City will not be responsible for or bound by any oral communication or any other information or contact that occurs outside the official communication process specified herein, unless confirmed in writing by the designated Project Manager(s).
C. REQUEST FOR INFORMATION OR CLARIFICATION / QUESTIONS Questions regarding this RFP shall be submitted via PlanetBids. Responses to all questions will be posted on PlanetBids no later than the date and time shown at the schedule of key RFP dates on the cover page of this RFP. All prospective Proposers are advised to visit PlanetBids on a regular basis as responses may be posted earlier than the date above (if applicable). No verbal requests or responses will be accepted. Significant interpretations or clarifications will be addressed via addenda to this RFP.
Significant interpretations or clarifications and responses to questions received by the deadline will be addressed via addenda to this RFP, which will be released and posted on PlanetBids under the “Addenda/Emails” tab.
D. EXCEPTIONS
Requests submitted for City’s consideration of proposed terms and conditions, including modifications to the City’s RFP and/or Contract terms and conditions must be submitted by the deadline for questions. Such requests should include an attachment in Word or PDF format on formal company letterhead that shows the requested modifications. Should the Proposer be considered for award recommendation and progress into the negotiations phase, the requests for exceptions or modifications to the City’s terms and conditions will be discussed at that time. The City will not accept any requests after the deadline for questions and reserves the right to reject or strike any requests for exceptions or additional terms and conditions related to Agreement, RFP, and insurance and indemnification terms and conditions.
E. ADDENDA
Any changes in RFP from the date of release to date of submittal will result in an addendum or amendment. Notification of such addendum or amendment shall be posted on City’s PlanetBids system, https://www.planetbids.com/portal/portal.cfm?CompanyID=20137.
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Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation.
F. UNDERSTANDING PROPOSAL
It is the responsibility of each Proposer to inquire about any criteria, condition, term, provision, or requirement of the RFP that the Proposer does not understand. Responses to inquiries, if they significantly change or clarify the RFP requirements or any aspect of the procurement process, will be forwarded by addenda to all Proposers. The City will not be bound by any oral responses to inquiries. By submitting proposals, Proposers assert that they have fully read the RFP and any addenda issued by the City, the proposed Contract and any other Contract Documents, and affirm that the terms and conditions stated therein are fully understood and are acceptable to the Proposer. Each Proposer accepts the terms and conditions of the Contract Documents and indicates their ability and willingness to perform the requested services under such terms and conditions. Any exceptions to the terms and conditions set forth in the Contract Document shall be submitted to the City by the deadline to submit requests for information or clarification/questions set forth herein.
G. PROPOSAL CONTENTS
Proposals are to be prepared in such a way as to provide a straightforward, concise delineation of capabilities to satisfy the requirements of this RF P. Emphasis should be concentrated on conformance to RFP instructions, responsiveness to the RFP requirements, and on completeness and clarity of content. Digital dividers and clear organization of content and material are encouraged.
1. Statement of Qualifications (SOQ)
SOQ must include a Table of Contents and be limited to a maximum of 20 pages (excluding City’s required Certifications listed in Section VIII below; Proposal Cover Letter, section dividers, table of contents, front/back cover pages ). The page limitation includes all appendices, attachments, and supplemental information. Additionally, SOQ must include the following:
a. Cover Letter
Proposals shall include a letter signed by a principal or authorized representative who can make legally binding commitments for the entity. Include type of business entity.
Cover Letter shall not exceed one page.
Cover letter must be addressed to the following City Project Manager:
Hayley Gilbert, Projects Manager
City of Santa Ana – Public Works Agency
20 Civic Center Plaza
Santa Ana, CA 92701
b. Services Provided
Proposal shall include a Scope of Services and Schedule which detail the work phase to be completed, the tasks to be accomplished, the deliverables to be provided, the schedule/timeline to complete the project, and how they meet the needs of the City as EXHIBIT 3
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described in EXHIBIT I – Scope of Services.
c. Agreement Statement
Proposal shall include a statement outlining your concurrence or reference to concerns previously submitted with any and all provisions as contained in EXHIBIT II – Sample Agreement of this RFP (if any).
d. Firm and Team Experience
Proposal shall include a profile of the firm’s experience including the following:
i. A general description of the firm, including size and number of employees working directly with the City on this agreement.
ii. Firm’s nearest address serving the City of Santa Ana and headquarters address.
iii. Name and contact information of the supervising Project Manager/Principal Agent, to be assigned to the agreement. The Project Manager/Principal Agent shall be the primary contact person to represent your firm and will be the person to conduct the presentation, if invited to an interview. iv. Resumes for all key staff proposed describing relevant experience.
e. Proposed Work Plan/Understanding of Need
Proposal shall include a statement demonstrating the firm’s understanding of the Scope of Services.
Additionally, proposed work plan shall include Proposers’:
i. Anticipated approach to performing services as specified herein; ii. Suggestions or special concerns the evaluation committee should take into consideration (if any);
iii. Description of deliverables and implementation plan. Proposer shall submit a general description of the deliverables, implementation plan, and timeline. f. Project Controls
i. Describe your firm’s ability to control costs and provide accurate and timely invoices through internal control measures; to monitor and stay within budget; to monitor schedule and review times and describe the techniques used to complete projects within the proposed time frames.
ii. Provide a description of your firm’s QA/QC Process/procedures and explain how it will ensure quality work and an on-time product delivery. g. CARB Fleet Compliance
The City is a Public Works Awarding Body, as defined under Title 13 California Code of Regulations section 2449(c)(46). Accordingly, Proposers must submit, with their Proposals, valid Certificates of Reported Compliance (“CRC”) for the Proposer’s fleet and for the fleet(s) of its listed subcontractors (including any applicable leased equipment or vehicles). Proposer must additionally complete and submit the Fleet Compliance Certification, included herein as ATTACHMENT G. Failure to provide a EXHIBIT 3
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CRC for the Proposer, and for all listed subcontractors, or failure to complete the Fleet Compliance Certification, may render the Proposal non-responsive.
2. Cost Proposal
All Proposers are required to submit a fixed rate fee with their Cost Proposal. Pricing instructions should be clearly defined to ensure fees proposed can be compared and evaluated. Cost Proposal must include a payment schedule if applicable. City reserves the right to negotiate compensation and/or payment schedule prior to award of any resulting agreement. When applicable, if providing hourly rate sheets, Proposer shall not include rate ranges or averages.
The fee proposal shall be submitted separately and concurrently with the technical proposal, electronically in PlanetBids, and as a hard copy in a separately sealed enveloped, clearly labeled as “Fee Proposal.” This shall include the firm’s Standard Hourly Fee Schedule, a table outlining the tasks and team hourly effort for each of the major tasks, and a Project Fee Schedule, as outlined in the Scope of Work.
The City shall not provide reimbursement for travel -related expenses, mileage, parking, lodging, meals, incidental fees, insurance, freight/shipping and handling/delivery, and any other business expenses, supplies and materials related to providing services as specified herein. Additional costs will not be considered and will not be reimbursed by the City, therefore, such costs must be absorbed in Proposer’s cost proposal fee structure.
Any language related to travel reimbursement shall be stricken from the document by the City and if not stricken, shall be deemed invalid.
Proposals shall be valid for a minimum of one hundred eighty (180) days following Proposal deadline. The cost for developing the Proposal is the sole responsibility of the Proposer. All Proposals submitted become property of the City.
Pricing shall remain firm for the entire initial Agreement term. Thereafter, any proposed pricing adjustment for follow -on renewal periods shall be submitted to the City Representative in writing at least ninety (90) days prior to the new Agreement term. The City reserves the right to accept, reject, or negotiate any proposed pricing adjustment not to exceed the Bureau of Labor Statistics Consumer Price Index (CPI) data as follows:
Los Angeles-Long Beach-Anaheim, CA; All Urban Consumers; Not Seasonally Adjusted; annualized change comparing the most recent month’s reported data to the same month of the prior year. (This information may be found on the U.S. Department of Labor’s website at www.bls.gov.)
H. PROTEST PROCEDURES
Only respondents who have actually submitted a proposal may file a “protest” to an RFP with the City’s Purchasing Department. In order for a Proposer’s protest to be considered valid, the protest must:
1. Be filed in writing before 5:00 p.m. of the 5th business day following the posting of RFP Results/Notice of Intent to Award on the City’s online bidding system;
2. Clearly identify the specific irregularity or accusation;
3. Clearly identify the specific City staff determination or recommendation being protested;
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4. Specify, in detail, the grounds of the protest and the facts supporting the protest; and
5. Include all relevant, supporting documentation with the protest at time of filing.
If the protest does not comply with each of these requirements, it will be rejected as invalid. If the protest is valid, the City’s Purchasing Manager, or other designated City staff member, shall review the basis of the protest and all relevant information. The decision from the Purchasing Manager, or her/her designee, is final and no further appeals will be considered.
VI. CERTIFICATIONS (ATTACHMENTS)
In addition to the SOQ, Narrative/Technical Proposal, and Cost Proposal, t he following forms, included in this RFP, shall be signed and included as part of the proposal submittal package:
• Attachment A: Proposer’s Certification and Proposal Item Pricing • Attachment B: Proposer’s Statement
• Attachment C: Non-Collusion Affidavit
• Attachment D: Non-Lobbying Certification
• Attachment E: Non-Discrimination Certification
• Attachment F: Subcontractor Designation Form
• Attachment G: CARB Fleet Compliance Certification
The proposal must be completely responsive to the RFP. Incomplete proposals will be deemed as nonresponsive and will be rejected. The City reserves the right to reject any or all proposals submitted and no representation is made hereby that any commitment will be awarded pursuant to this RFP or otherwise.
PLEASE NOTE:
• All forms above must be signed by a representative of the Firm that is legally authorized to contractually bind the Proposer.
• City will not waive notarization requirement when applicable on any of the required attachments.
VII. REFERENCES
Contractor shall provide three (3) references from other similar public agencies for which services similar to those specified in this RF P have been performed, including contact names and telephone numbers. The respondent grants permission for the City to contact any individuals listed as references.
City may disqualify a Proposer if:
• References fail to substantiate Proposer’s description of services and deliverables provided; or
• References fail to support that Proposer has a continuing pattern of providing capable, productive, and skilled personnel, or
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• City is unable to reach the point of contact with reasonable effort. It is the Proposer’s responsibility to inform the point of contact(s) of normal City working hours.
VIII. MINIMUM SCOPE AND LIMIT OF INSURANCE
See Exhibit II – Sample Agreement
IX. SELECTION PROCEDURES & CRITERIA
A. Evaluation: The City will establish a proposal review committee. The review committee will evaluate proposals based on the response to the RFP, which includes adherence to outlined directions and format, and the City evaluation criteria set forth below.
B. Scoring Criteria: P roposers will be ranked by the review committee based on the following criteria:
CATEGORY POINTS
Organization/Completeness of Response
o Proposal demonstrates understanding of project and objectives as it relates to the scope of work.
o Proposal demonstrates requirements are addressed and adhered to. o Proposal is complete, comprehensive, and well-organized. 10 Qualifications, Capabilities, & Experience The technical qualifications and experience of the organization are adequately described as they relate to the Scope of Work (SOW).
o The proposal identifies specific projects completed within the past five (5) years that demonstrate competency of the tasks outlines in the SOW.
o The ability to meet the needs and concerns of the City is adequately demonstrated.
25 Key Personnel / Proposed Staffing Proposer demonstrates experience providing type of service required or experience providing similar services o Proposer demonstrates they have the necessary resources, knowledge, skills, experience, and any required licenses / certifications to provide the required services
o Proposal provides resumes of experienced personnel that are capable of and devoted to the successful accomplishment of work to be performed under this contract.
o Amount and quality of time that the key personnel will eb involved in their respective portions of the project.
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C. Rankings: A final score will be calculated for each submitted proposal and used to rank Proposers. Based upon the foregoing criteria, all proposals shall be ranked by score. Only those proposals receiving a score above 70 will be considered for award. The City reserves the right to award the contract to any proposer(s) with a score above 70. The review committee will evaluate proposers based on their response to the RFP and the City evaluation criteria set forth above.
D. Interviews: T he review committee may invite the proposers to interview. If invited to interview, Proposers must be prepared to include key personnel in the interview and/or presentation.
The City reserves the right to seek additional information from any or all Proposers invited to present proposals. A final score will be calculated for each submitted proposal and used to rank Proposers. City reserves the right to begin negotiations and enter into a contract without holding interviews, or further discussions.
E. Selection: T
he City is under no obligation to accept any proposal and reserves the right to negotiate with respondents as to fees and terms. The City may reject proposals at its sole discretion. If proposal fails to satisfy any requirements outlined in this RFP, it may be considered non-responsive and may be rejected.
The
City shall not be obligated to accept the lowest priced proposals, but will make awards in the best interests of the City after all factors have been evaluated. The review committee will recommend the qualified Proposers to the City Council or City Manager for award of contract, as appropriate.
o Proposal includes a description o f the role for each identified staff member, including name, position, education, years of experience, and relevant projects on which they have worked.
Technical Approach / Methodology
o The proposal provides a thorough description of how the firm plans to meet the requirements of the SOW, addressing specific methods and techniques to be employed on the project, challenges and opportunities, and explaining why their company is best suited to assist. o An implementation plan is included outlining a description of efforts the firm will undertake to achieve client satisfaction and to meet project deadlines.
20 Reasonableness of the Fee Schedule
The Cost Proposal will be evaluated as follows:
o Lowest price receives the full score.
o Other scores are proportional to the lowest price.
25 TOTAL POSSIBLE SCORE
(Before interviews – if held) 100
Interviews (if necessary)
• The City reserves the right to conduct interviews with the highest-rated firm(s). In the event the City does perform an interview process, the following is the maximum number of additive points that may be applied to the proposal score. Total possible score may exceed 100 points. 10 EXHIBIT 3
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X. WITHDRAWALS
Proposers are responsible for verifying all prices and information before submitting a proposal.
Prior to the proposal due date, the Proposer or Proposer’s representative may withdraw the proposal by providing written notice of the proposal withdrawal to the City Contact/Project Manager. Verbal or telephonic withdrawals are not permissible.
XI. GENERAL TERMS AND CONDITIONS
A. AMERICANS WITH DISABILITIES ACT
The awarded Contractor hereby certifies that it will comply, as applicable, with the Americans with Disabilities Act of 1990 (“ADA”), 42 USC §§ 12101 et seq., and its implementing regulations, including Subtitle A, Title II of the ADA. Contractor will not discriminate against persons with disabilities nor against persons due to their relationship to or association with a person with a disability. Any contract entered into by the awarded Contractor (or any subcontract thereof), relating to this RFP, shall be subject to the provisions of this paragraph.
B. CITY BUSINESS LICENSE
The selected proposer must obtain a City of Santa Ana Business License prior to the execution of a contract and must provide a copy to the Buyer assigned to this RFP. The awarded party shall maintain a current business license throughout the term of the resulting contract. Procedure to obtain a City of Santa Ana Business License is available by contacting the Finance and Management Services, Business Tax Office at (714) 647- 5447 or on the City’s website: www.santa-ana.org
C. CITY RIGHT TO REJECT
The City reserves the right to reject any or all proposals submitted and no representation is made hereby that any agreement will be awarded pursuant to this RF P or otherwise. The City reserves the right to accept or reject the combined or separate components of this proposal in part or in its entirety or to waive any minor inconsistency, informality or technical defect in the proposal.
D. CONFLICT OF INTEREST
Contractor shall exercise reasonable care and diligence to prevent any actions or conditions that could result in a conflict with the best interests of the City. This obligation shall apply to the Contractor; the Contractor’s employees, agents, and Subcontractors associated with accomplishing work and services hereunder. The Contractor’s efforts shall include, but not be limited to, establishing precautions to prevent its employees, agents, and Subcontractors from providing or offering gifts, entertainment, payments, loans or other considerations which could be deemed to influence or appear to influence City staff or elected officers from acting in the best interests of the City.
Each Proposer must disclose any existing or potential conflict of interest rel ative to the performance of the contractual services resulting from this RF P. Any such relationship that might be perceived or represented as a conflict should be disclosed. The City reserves the right to disqualify any Proposer on the grounds of actual or apparent conflict of interest.
No person, firm, or subsidiary thereof who has been awarded this Contract may be awarded a Contract for the provision of services, the delivery of supplies, or the provision of any other related action which is required, suggested, or otherwise deemed appropriate as an end EXHIBIT 3
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product of this Contract. Therefore, Contractor is precluded from contracting for any work recommended as a result of this Contract.
E. CONTRACTOR’S EXPENSE
Pre-Contractual Expenses: T he City is not liable for any costs incurred by Proposers prior to entering into a formal contract. Costs of developing a response to this RFP, are entirely the responsibility of the Proposer, and shall not be reimbursed in any manner by the City. Pre - contractual expenses are not to be included in the cost proposal. Pre- contractual expenses include, but are not limited to, preparation of the proposal, submission of the proposal and additional information, attendance at pre-proposal conference, negotiating any matter related to this RFP with City, and/or any other expenses incurred by the Proposer prior to the date of award and execution, if any, of the contract.
Other Expenses: The
Contractor will be responsible for all costs related to photo copying, telephone communications, fax communications, and parking while on City sites during the performance of work and services under this Contract.
F. CO
NTRACTOR’S PROJECT MANAGER/KEY PERSONNEL
Except as formally approved by the City, the key personnel identified in Contractor’s proposal shall be the individuals who will actually complete the work. Changes in staffing must be reported in writing and approved by the City. The City shall have the right to require the removal and replacement of the Contractor’s Project Manager and key personnel under the awarded contract. The City shall notify the Contractor in writing of such action. The City is not required to provide any reason, rationale, or additional factual information if it elects to request any specific key personnel be removed from performing services under the awarded contract. The City shall review and approve the appointment of the replacement for the Contractor’s personnel. Said approval shall not be unreasonably withheld.
Standards of Conduct: Cont
ractor’s personnel shall be courteous and maintain good working relationships with all stakeholders, state or outside agencies, other team members and staff within the City.
G. COST PROPOSAL
The awarded Contractor agrees to provide the purchased services at the costs, rates, and fees as set forth in their Fee Schedule in response to this RFP. No other costs, rates or fees shall be payable to the awarded Subcontractor for implementation of their proposal.
H. DATA RETENTION
Contractor shall be responsible for retaining data, records, and documentation for the preparation of required items. These materials shall be made available to and as requested by City.
All materials, documents, data or information obtained from the City Data files or any City medium furnished to Contractor in the performance of an awarded contract will at all times remain the property of the City. Such data or information may not be used or copied for direct or in direct use by Contractor after completion or termination of this Contract without the express written consent of the City. All materials, documents, data or information, including copies, must be returned to the City at the end of the contract.
All data, documents and other products used, developed, or produced during response preparation of the RFP will become property of the City. All responses to the RFP shall EXHIBIT 3
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become property of the City. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act.
I. DRUG-FREE WORKPLACE
The awarded Contractor certifies compliance with Government Code Section 8355 in matters relating to providing a drug- free workplace. Failure to comply with these requirements may result in suspension of payments under the Contract or termination of the contract or both, and the Contractor may be ineligible for award of any future City contracts.
J. EXAMINATION
Proposer represents that it has thoroughly examined and become familiar with the services and responsibilities required this RFP and that it is capable of effectively and efficiently performing quality work to achieve the City’s objectives. Any attachments referenced herein or any interpretations, clarifications or amendments subsequently posted in relation to this RFP are fully incorporated.
Any irregularities or lack of clarity in the RFP should be brought to the designated City Contact/Project Manager’s attention as soon as possible so that corrective addenda may be furnished to prospective Proposers.
Proposals which appear unrealistic in the terms of technical commitments, lack of technical competence, or are indicative of failure to comprehend the complexity and risk of this contract, may be rejected.
K. EXECUTION OF AGREEMENT
Upon successful negotiations, the City and the selected Proposer will enter into an Agreement similar to that as shown in EXHIBIT II – Sample Agreement of this RFP . If a Proposer is unwilling or unable to execute an Agreement within thirty (30) days after being notified of selection under this RFP, the City reserves the right to disqualify them without any further obligation
L. FISCAL NONFUNDING CLAUSE
In the event sufficient budgeted funds are not available for a new fiscal period, the City shall retain the right to notify the provider of such occurrence in writing at least thirty ( 30) days before the end of the current fiscal period and terminate the contract on the last day of the current fiscal period without penalty or expense to the City.
M. INDEPENDENT CONTRACTOR
Contractor is considered an independent Contractor and neither Contractor, its employees, nor anyone working under Contractor will be considered an agent or an employee of City.
Neither Contractor, its employees, nor anyone working under Contractor, will qualify for workers’ compensation or other fringe benefits of any kind through City.
N. JOINT OFFERS/SUBCONSULTANTS
Where two or more Proposers desire to submit a single proposal in response to this RFP, they
should do so on a prime sub-consultant basis. The City intends to contract with a single firm, also known as the prime, and not with multiple firms doing business as a joint venture.
Should the use of sub -consultants be offered, the Proposer shall provide the same assurances of competence for the sub -consultant plus the demonstrated ability to manage and supervise the subcontracted work. Sub- consultants shall not be allowed to further subcontract with others for work under the Agreement. The provisions of the Agreement shall EXHIBIT 3
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apply to all sub-consultants in the same manner as the Proposer. The proposer is responsible for all the actions taken by their sub-contractor.
The City reserves the right to reject, replace and approve any and all Subcontractors. All Subcontractor(s) shall be identified in the response to the RFP and the City reserves the right to reject any proposed Subcontractor(s). Subcontractors shall be the responsibility of the prime Contractor and the City shall assume no liability of such Subcontractors.
O. LITIGATION STATUS
Each Proposer must include in its proposal a complete disclosure of any alleged significant prior or ongoing contract failures, any civil or criminal litigation or investigation pending which involves the Proposer or in which the Proposer has been judged guilty or liable. Failure to comply with t he terms of this provision will disqualify any proposal. The City reserves the right to reject any proposal based upon the Proposer’s prior history with the City or with any other party, which documents, without limitation, unsatisfactory performance, adversarial or contentious demeanor, significant failure(s) to meet contract milestones or other contractual failures.
P. NEGOTIATIONS
The City reserves the right to negotiate final contract terms with any Proposer selected. The contract between the parties will consist of the RFP together with any modifications thereto, and the awarded Contractor’s proposal , together with any modifications and clarifications thereto that are submitted at the request of the City during the evaluation and negotiation process. In the event of any conflict or contradiction between or among these documents, the documents shall control in the following order of precedence: the final executed contract, the RFP, any modifications and clarifications to the awarded Contractor’s proposal, and the awarded Contractor’s proposal. Specific exceptions to this general rule may be noted in the final executed contract.
Negotiations shall be confidential and not subject to disclosure to competing Contractors unless and until an agreement is reached. If contract negotiations cannot be concluded successfully, the City reserves the right to negotiate a contract with another Contractor or withdraw the RFP.
Q. NON-PAYMENTS
Note that payments will NOT be made for any unsatisfactory work until corrected. In the event of nonpayment of undisputed sums by the City, Contractor shall give the City thirty (30) working days to cure the alleged breach.
R. OWNERSHIP OF DOCUMENTS
The City has permanent ownership of all directly connected and derivative materials produced under this contract by the Contractor. All documents, reports and other incidental or derivative work or materials furnished hereunder shall become and remains the sole property of the City and may be used by the City as it may require without additional cost to the City. Contractor shall provide the City copies of documents upon its request at any time. None of the documents, reports and other incidental or derivative work or furnished materials shall be used by the Contractor without the express written consent of the City.
S. PARKING
The City will not provide free parking and/or reimbursement for the cost of parking while providing services and conducting business with the City.
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T. PROFESSIONAL STANDARDS
Contractor staff shall be courteous to the public and City staff utilizing facilities where Contractor is performing work, but shall be responsive only to the requests of the City’s Project Manager or designee. Contractor staff shall direct all inquiries to Project Manager or designee.
Contractor acknowledges that City locations consist of public -use facilities and recognizes the obligation to ensure Contractor personnel and agents maintain the highest level of professional standards in attire, decorum, and interaction with the public and City personnel.
U. PROJECT MANAGER
The selected Proposer will assume responsibility for all services in its proposal. The selected Proposer shall identify a sole point of contact, Project Manager, with the greatest knowledge in regard to the required service operations and contractual matters, including payment of any and all charges resulting from the Agreement.
V. PROPOSAL VALIDITY
Services, pricing, and warranties indicated in a Proposer’s Proposal must be valid for a period of 180 days at minimum after the submission of the Proposal.
W. PUBLIC AGENCIES
Other public agencies, as defined by California Government Code Section 6500, may choose to use the terms of this Contract, subject to Contractor’s acceptance. The City is not liable or responsible for any obligations related to a subsequent contract between Contractor and another public agency.
X. PUBLIC RECORDS
Proposals will become public record after the award of a contract unless the proposal or specific parts of the proposal can be shown to be exempt by law. Each Proposer may clearly label all or part of a proposal as "CONFIDENTIAL" provided that the Proposer thereby agrees to indemnify and defend the City for honoring such a designation. The failure to so label any information that is released by the City shall constitute a complete waiver of any and all claims for damages caused by any release of the information. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act.
Y. SUBCONTRACTORS
Proposals in response to this RFP must identify any Subcontractors, and outline the contractual relationship between the Awarded Subcontractor and each Subcontractor. An official of each proposed Subcontractor must sign, and include as part of the proposal submitted by the Prime Contractor, a statement to the effect that the Subcontractor has read and will agree to abide by the awarded Contractor’s obligations. Any Subcontractor proposed after award of contract must be approved by the City before commencement of work.
The City will look solely to the awarded Contractor for the performance of all contractual obligations which may result from an award based on this RFP, and the awarded Contractor shall not be relieved for the non-performance of any or all Subcontractors.
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XII. ADDITIONAL TERMS AND CONDITIONS FOR PUBLIC WORKS PROJECTS (AS
APPLICABLE)
A. PREVAILING WAGE
The Director of the Department of Industrial Relations of the State of California has ascertained the prevailing rate of per diem wages in dollars, based on a working day of eight hours, for each craft or type of worker or mechanic needed to execute any construction or maintenance contract, which may be awarded by Public Works. The current prevailing wage rates as adopted by the Director of the Department of Industrial Relations are incorporated herein by reference and may be accessed at http://www.dir.ca.gov/ (General Prevailing Wage determination made by the Director of Industrial Relations / Pursuant to California Labor Code Part 7, Chapter 1, Article 2, Section 1770, 1773 and 1773.1).
Contractor is required to pay the prevailing wage rate referred to above and is responsible for selecting the craft/classification of workers which will be required to perform this service in accordance with the Contractor's method of performing the work. Pursuant to Section 1775 of the Labor Code (State of California) Contractor shall forfeit $50 for each calendar day, or portion thereof, for each worker paid less than the stipulated prevailing wage rates for any public work done under this Contract or by any subcontractor.
Prevailing Wage Compliance and Monitoring
Contractor is aware of the requirements of the California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirement on “public works” and “maintenance” projects. Since the services are being performed as part of an applicable “public works” or “maintenance” project, as defined by Prevailing Wage Laws and since the total compensations is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws. City shall provide Contractor with a copy of the prevailing rates of per diem wages in effec t at the commencement of this Agreement/Contact. Contact shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Contractor’s principal place of business and at the job site. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
B. DIR REGISTRATION
This project is a public work and subject to the following: No contractor or subcontractor may be listed on a bid proposal for a public works project (submitted on or after March 1, 2015) unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 [with limited exceptions from this requirement for bid purposes only under Labor Code section 1771.1(a)]. No contractor or subcontractor may be awarded a contract for public work on a public works project (awarded on or after April 1, 2015) unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5. This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations. Contractors are further cautioned that certified payrolls shall be submitted electronically directly to the Department of Industrial Relations.
C. CAL-OSHA VEHICLE REGULATION
All vehicles must meet California Motor Vehicle and Cal -OSHA regulations and all other applicable codes required for vehicle use on the roads or highways in the state of California.
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D. CARB FLEET COMPLIANCE CERTIFICATION
Contractor shall comply, and shall ensure all subcontractors comply, with all applicable requirements of the most current version of the regulations imposed by California Air Resources Board (“CARB”) including, without limitation, all applicable terms of Title 13, California Code of Regulations Division 3, Chapter 9 and all pending amendments (“Regulation”).
Throughout the Project, and for three (3) years thereafter, Contractor shall make available for inspection and copying any and all documents or information associated with Contractor’s and its subcontractors’ fleets including, without limitation, the Certificates of Reported Compliance (“CRCs”), fuel/refueling records, maintenance records, emissions records, and any other information the Contractor is required to produce, keep or maintain pursuant to the Regulation upon two (2) calendar days’ notice from the City.
Contractor shall be solely liable for any and all costs associated with compliance with the Regulation as well as for any and all penalties, fines, damages, or costs associated with any and all violations, or failures to comply with the Regulation. Contractor shall defend, indemnify and hold harmless the City, its officials, officers, employees and authorized volunteers free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Regulation.
E. QUALITY ASSURANCE
Contractor shall provide laborers and supervisors who are thoroughly familiar with the type of construction involved and materials and techniques specified.
F. CONSTRUCTION WASTE MANAGEMENT
Contractor shall keep work areas clean and free from any debris, rubbish, hazardous waste and non-usable material resulting from the work under this Contract and shall be disposed of at the completion of each work day by the Contractor. Hazardous waste must be disposed of in accordance with the Resource Conservation and Recovery Act and all other applicable federal, state, and local laws and regulations.
G. CHEMICALS
Handling and delivery of all materials must comply with all local, State, and Federal safety regulations and must maintain appropriate hazardous material transportation and handling certifications and licensing as applicable.
H. SAFETY PROGRAM REQUIREMENTS
Work Site Safety shall be as defined by the Standard Specifications and these special provisions:
Contractor shall be solely responsible for ensuring that all work performed under the contract is performed in strict compliance with all applicable Federal, State and local occupational safety regulations. Consultant/Contractor shall provide at its expense all safeguards, safety devices and protective equipment, and shall take any and all actions appropriate to providing a safe Project site.
The following is required in addition to the requirements of the Standard Specification:
a. Contractor shall train all employees, or subcontractor personnel in the work practices necessary to safely perform his or her job.
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b. Contractor shall identify all known potential hazards related to the work performed and train all employees and subcontractor personnel on how to handle the potential hazards.
c. Contractor, their employees and subcontractors shall follow all safety rules and safe work practices.
d. Contractor will immediately notify the City of any significant and/or unusual hazards found during the course of work.
e. Contractor shall submit copies of Safety Data Sheets (SDS) for all hazardous materials to be utilized on site in the performance of work. f. Contractor is solely responsible for the legal disposal of hazardous waste generated in the performance of their work.
Safety Indemnification: To the extent allowed by law, the Contractor agrees to defend, indemnify and hold harmless the City, its officers, employees and agents from and against any and all investigations, complaints, citations, liability, expense (including defense costs and legal fees), claims and/or causes of action for damages of any nature whatsoever, including but not limited to injury or death to employees of the Contractor, its subcontractors or City, attributable to any alleged act or omission of the Contractor or its subcontractors which is in violation of any Cal OSHA regulation. The obligation to defend, indemnify and hold harmless includes all investigations and proceedings associated with purported violations of Section 336.10 of Title 8 of the California Code of Regulations pertaining to multi -employer work sites. The City may deduct from any payment otherwise due the Contractor any costs incurred or anticipated to be incurred by the Agency, including legal fees and staff costs, associated with any investigation or enforcement proceedings brought by Cal OSHA arising out of the assigned work.
I. OTHER SAFETY REQUIREMENTS
Contractor shall take all reasonable precautions, as directed by the City, or in the absence of such direction, in accordance with sound industrial practices, to safeguard and protect City property and adjacent property. Damages to properties caused by Contractor’s negligence shall be repaired at no cost (both labor and material) to the City.
Contractor is responsible for advising and ensuring compliance by Contractor’s employees with all applicable environmental and hazardous materials handling laws and regulations.
Contractor shall provide City a full report of damage to City property and/or equipment by Contractor’s employees. All damage reports shall be submitted to the Site Coordinator within twenty-four (24) hours of occurrence.
Contractor shall provide, erect, and maintain all warning devices (i.e., barricades, cones, etc.) as required or necessary to ensure the safety of the public, City, and Contractor’s employees.
J. SPILL LIABILITY
The City does not assume liability for spills or other releases of hazardous wastes which are caused by the negligence of the contractor once hazardous waste materials are in the possession of the contractor or transported off site.
K. RECORDKEEPING AND REPORTS
Contractor is required to provide upon request, detailed data and information required by the City. Information may include: generator EPA ID, contractor EPA ID, generator name, waste description, manifest number and line number, date waste shipped, disposal and recycling EXHIBIT 3
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facilities utilized, final disposal method utilized, quantity shipped (pounds), waste profile number, and any additional information requested.
All records and reports shall be available in electronic (including Excel, Word, and PDF Format) and hard copy format at all times during the term of the contract.
XIII. AWARD OF AGREEMENT
Selected Contractor(s) will be notified in writing. Any award is contingent upon the successful negotiation of final contract terms.
A. EXECUTION OF AGREEMENT
A standard agreement is included as EXHIBIT II Sample Agreement of this RFP. “Proposer” will hereinafter be referred to as “Consultant” or “Contractor” in standard agreement. The term of the agreement will begin after the agreement is fully executed, and all required bonds, insurance documents and contents of the payment information packet have been received and approved.
XIV. IMPLEMENTATION
A. KICK-OFF MEETINGS
The successful proposer will be required to meet with City staff prior to commencement of services or at any time as required by the City, to discuss and agree on operational i ssues including transition of services and scheduling.
B. NOTICE TO PROCEED
Prior to issuance of a formal Notice to Proceed (NTP), Consultants shall provide all required bonds, insurance documents, and contents of the Information Packet for review and approval by the City. “On- Call” contracts require the City Project Managers to request a project/task proposal from Consultants on an “as -needed” basis. Proposals will then be evaluated by City Staff and written NTPs will be issued accordingly per task order.
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CITY OF SANTA ANA
REQUEST FOR PROPOSALS
FOR
ON-CALL REAL ESTATE TITLE AND ESCROW SERVICES
RFP NO. 25-145
INTRODUCTION/BACKGROUND:
The City of Santa Ana is inviting proposals from experienced and responsive consultants (Consultant) to provide real estate title, escrow and related services for various Capital Improvement Projects and other facilities that will be used for public use under the direction of City staff. The Consultant will be expected to provide experienced and knowledgeable professional staff. The Consultant and its staff or representatives shall be responsive and maintain excellent working relationships with City staff and City Right-of-Way Consultants. The Consultant shall be committed to provide adequate staffing levels at all times in order to adhere to established schedules.
SCOPE OF WORK:
The proposal should include the following tasks and fees and any additional tasks and fees deemed necessary by the Consultant shall be clearly identified in the proposal. Additionally, the City reserves the right to provide Notice To Proceed (NTP) for any, all or none of the following optional tasks:
On an as-needed basis, Proposer is responsible for providing real estate title and escrow services on a timely manner, including but not limited to:
1) Title Research and Reporting
a) Prepare preliminary title reports
i) Update to an existing title report (either ordered by the City or others) ii) Issue new reports and provide copies of all underlying exception and exclusion documents. b) Issue chain of title reports on an exception basis (seldom required). c) Provide other related information and documents of record concerning title to property such as copies of vesting deeds, parcel maps/tract maps, FEMA flood zone designations. d) Litigation guarantees – Issue condemnation litigation or continuation guarantees. e) Prior to closing escrow, Consultant shall order and provide the City with an updated Preliminary Title report to ensure that no new liens and/or encumbrances are recorded on the property/property interests to be acquired by the City.
2) Title Resolution and Support
a) Assist with the development of legal descriptions for:
i) public and private properties; and/or
ii) unrecorded easements, right -of-way or other apparent encumbrances or rights granted by other agencies.
EXHIBIT I
SCOPE OF SERVICES
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b) Assist the City, its consultants and agents in resolving issues affecting marketable title to properties through, among other things, recordation of corrective instruments and/or other appropriate means.
c) Provide all necessary assistance to the City to clear all exceptions stated in the Preliminary Title report unless waived by the City in writing.
d) Obtain partial release, partial re- conveyance and subordination agreements from the property owners or any party having interest in the property.
e) Assist the City in determining the appropriate amount of title insurance coverage for each property or portfolio (or portion thereof) whether acquired by purchase or without financial consideration and taking into account valuation as determined by appraisal, or by opinion of value from a commercial real estate company.
3) Escrow and Closing Services
a) Escrow services:
Issue either CLTA or ALTA extended-coverage owner
CLTA 100 Comprehensive
CLTA 103.1A Encroachment Coverage
CLTA 103.4 Access through an easement
CLTA 103.7 Access
CLTA 110.1 Deletion of item from policy
CLTA 116 Location
CLTA 116.1 Survey
CLTA 116.4 Contiguity
CLTA 116.7 Subdivision
CLTA 123.3 Zoning
b) Ensure that all conditions present and conditions subsequent provided for in the Purchase Agreement are met and satisfied prior to closing escrow. c) Prepare, subject to review and approval by the City, Escrow Instructions for execution by the City and grantor(s). Consultant shall ensure all legal requirements are satisfied prior to escrow closing. d) Provide comprehensive Escrow Services to the City and owners involved in the related transactions.
e) Prepare all necessary conveyance documents; demand and release of lien/encumbrance documents and submit the same for approval by the City prior to close of escrow. f) Record grant deeds, certificates of acceptance, memoranda of agreements, and related documents required with respect to the transfer of each property in the office of Orange County Recorder.
g) Distribute to the parties originals or copies of executed and/or closing documents. h) Disburse to the party or parties entitled hereto amounts required to be disbursed in connection with the closing of each property transfer transaction. i) Prepare closing settlement statements reflecting pro-rations and funds disbursed through escrow in each property transfer transaction.
j) Provide multilingual services as needed for efficient closing of escrow.
4) Coordination, Reporting, and Administrative Support
a) Meet and coordinate work with other right-of-way consultants as directed by the City. b) Provide additional services related to title, escrow and related services specified above, at hourly rates, the scope of which will be agreed to in writing between the City & Consultant. c) Consultant shall at no cost to the City provide status reports of the requested services on a weekly, bi-weekly, or monthly basis at City’s option.
d) Consultant shall at no cost to the City provide the City and its consultants with password protected access to Consultant’s website dedicated for City’s projects. The website shall contain all copies EXHIBIT 3
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of City ordered reports and other documents will be posted no later than due date agreed upon and indicated on the work authorization. Website access must be available to City throughout the term of the agreement and after expiration for a minimum of 3 months from time all ordered documents and reports have been posted.
FEE PROPOSAL:
In addition to Section V.G.2 ( Proposal Contents: Cost Proposal) fee schedule shall be structured to correspond to the above mentioned tasks as follows:
The fee schedule shall include the firm’s standard hourly fee schedule and each task should include an hourly breakdown that corresponds to the task total. A list of all positions and hourly rates for personnel/sub-consultants expected to perform services under this RFP shall be described herein. Hourly rates for personnel not expected to perform services under this RFP shall not be included. At the request of the City, the Consultant shall provide a more detailed fee proposal when a specific project proposal is requested of the Consultant.
The city reserves the right to add or reduce some of the above tasks and duties as it sees fit. The consultant, serving as staff extension, shall remain sufficiently flexible to meet the needs of the City and of the project.
CITY RESPONSIBILITIES:
The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein.
• Furnish scope of work and provide general direction as needed for the assigned project. • Facilitate meeting space and coordination and City facilities. • F ollow City of Santa Ana Invoicing guidelines.
CONSULTANT RESPONSIBILITIES:
Consultant shall provide all required insurance as outlined in Exhibit II of this RFP.
PAYMENT AND INVOICING:
Selected Consultant shall invoice the City based on time and material according to the City’s standard invoice template. Tasks and hours shall be clearly identified and all rates must match those included in the approved agreement.
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CONSULTANT AG REEMENT
CITY OF SANTA ANA
THIS AGREEMENT is made and entered into on this ____ day of ______, 20_ by and between ___________________________________________________________, (“Consultant”), 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”).
RECITALS
A. The City desires to retain a Consultant having special skill and knowledge in the field of: Real Estate and Escrow Services
B. Consultant represents that Consultant is able and willing to provide such services to the City.
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 $XXXXX.
b. Payment 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 pay ments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Consultant agrees to execute the City’s standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the data provided, the City will be authorized to deposit payments directly into Consultant’s account(s) with financial institutions. 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 th ree (3) year term with the option
for the City to grant up to two (2) additional one (1) year extension(s), exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below.
4. INDE
PENDENT CONTRACTOR
EXHIBIT II
SAMPLE AGREEMENT
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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 whi ch 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 Agreement (“Documents & Data”).
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 the purposes intended by this Agreement shall be at City’s sole risk.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require any subcontractors to obtain and maintain insurance as described below for the entire Term of this Agreement against claims for injuries to persons or damage to property which may arise from or in connection with services, products and materials supplied to City. Total cost of such insurance shall be borne by Consultant.
MINIMUM SCOPE AND LIMIT OF INSURANCE
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence and $4,000,000 aggregate. Required policy limits can be met with primary and umbrella/excess insurance policies.
2. Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with limits no less than $1,000,000 combined single limits. In the event Consultant does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance, provided that such policy is endorsed for business use and provides coverage with a minimum limit of $1,000,000. Required policy limits can be met with primary and umbrella/excess insurance policies.
3. Workers’ Compensation (WC): as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident, policy or employee, for bodily injury or disease. Coverage is not required if Consultant has no employees and signs request to waive such insurance.
4. Professional Liability (PL): with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate.
If Consultant maintains broader coverage and/or higher limits than the minimum requirements for each line of coverage 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.
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Other Insurance Provisions
The above required insurance policies are to contain or be endorsed to contain the following provisions:
1. City, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds, under Consultant’s CGL and AL policies, with respect to any 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. Consultant’s Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of Consultant’s CGL, AL, and WC policies which arise from work performed by Consultant under this Agreement.
3. For any claims related to this contract, Consultant’s 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. A severability of interest provision must apply for all the additional insureds, ensuring that Consultant ’s insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer’s limits of liability.
5. Insurance policies 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 of premium.
6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention:
(Name of Department Staff Responsible for Agreement), Address of Department Responsible for Agreement, M-XX, Santa Ana, CA 92701. The name and location of project must 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. The City may require the 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 before work begins.
However, failure to obtain the required documents prior to the work beginning shall not waive Consultant’s obligation to 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.
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.
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 EXHIBIT 3
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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’s services are subject to Civil Code Section 2782.8, the above indemnity 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 employees against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the C ity 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 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 importance, but in no event less than reasonable care. “Confidential Information” shall include all 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 defined under the City’s Municipal Code, whose position with the City shall award or influence the award of this Agreement, or any competing EXHIBIT 3
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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 an y 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 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 be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other Consultant s 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 EXHIBIT 3
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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.
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:
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
To Consultant:
First & Last Name, Title
Consultant Firm Name
Address
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City, State, Zip
Fax:
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 t wenty-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 attorney’s fees, for any injuries or damages to City in the event that such authority 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 bod
y of this Agreement.
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:
Assistant City Attorney
Tax ID#
RECOMMENDED FOR APPROVAL:
Rodolfo Rosas, P.E.
Acting Executive Director
Public Works Agency
(name)
(title)
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Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope of Services (Exhibit I ) and am qualified to provide services being requested as specified herein. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal.
PROPOSER’S STATEMENT: I have read, understood and agree to the terms and conditions on all pages of the Request for Proposals . Upon request, I will transfer and deliver goods or services to the City in accordance with said terms and conditions.
__________________________________________________________________________________
LEGAL NAME OF COMPANY PHONE AND FAX NUMBERS
__________________________________________________________________________________
BUSINESS ADDRESS
__________________________________________________________________________________
PRINTED NAME OF AUTHORIZED AGENT TITLE
__________________________________________________________________________________
SIGNATURE OF AUTHORIZED AGENT DATE E- MAIL ADDRESS
__________________________________________________________________________________
FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER (IFAPPLICABLE)
__________________________________________________________________________________
CITY OF SANTA ANA BUSINESS LICENSE NUMBER
(PLEASE PROVIDE IF AVAILABLE, BUT NOT REQUIRED UNTIL AND IF AN AWARD IS MADE TO PROPOSER.)
THIS FORM MUST BE COMPLETED A ND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT A
PROPOSER’S CERTIFICATION, PROPOSAL PRICING
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Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto.
Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City’s legal holidays), or the funds, check, draft, or proposer’s bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer’s bond substituted in lieu thereof shall be returned to the undersigned.
Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed.
All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP.
Firm________________________________________________________________________________
Signed and Printed Name: ______________________________________________________________
Title ________________________________________________________________________________
Date
THIS FORM MUST BE COMPLETED A
ND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT B
PROPOSER’S STATEMENT
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(Title 23 United States Code Section 112 and Public Contract Code Section 7106)
To the CITY OF SANTA ANA
In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal.
Note: The above non- collusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this non-collusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution.
Signed____________________________________________________________________________
State of ________, County of __________________________________________________________
Subscribed and sworn to (or affirmed) before me on this________ day of_____________, 20____, by ________________________, proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me.
________________________
Notary Public Signature Notary Public Seal
THIS FORM MUST BE COMPLETED A
ND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT C
NON-COLLUSION AFFIDAVIT
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The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form -LLL, "Disclosure of Lobbying Activities," in conformance with its instructions.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly.
Signed:
Title:
Firm:
Date:
THIS FORM MUST BE COMPLETED A
ND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT D
NON-LOBBYING CERTIFICATION
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The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows:
1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause.
2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.
3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers’ representatives of the Consultant’s commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders.
6. In the event of the Consultant’s non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law.
7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract
or purchase order as the administering agency may direct as means of enforcing such provisions,
ATTACHMENT E
NON-DISCRIMINATION CERTIFICATION
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including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or s ex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed:
Title:
Firm:
Date:
THIS FORM MUST BE COMPLETED A
ND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
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Bidder acknowledges and agrees that under Public Contract Code section 4100, et seq., it must clearly set forth below the name and location of each subcontractor who will perform work or labor or render service to the bidder in or about the work in an amount in excess of one- half of one percent (0.5%) of bidder’s total bid and the kind of work that each will perform. Furthermore, bidder acknowledges and agrees that under Public Contract Code section 4100, et seq., if bidder fails to list as to any portion of work, or if bidder lists more than one subcontractor to perform the same portion of work (i.e. bidder must indicate what portion of the work each subcontractor will perform), bidder must perform that portion itself or be subjected to penalty under applicable law.
If alternate bids are called for and bidder intends to use subcontractors different from or in addition to those subcontractors listed for work under the base bid, bidder must list subcontractors that will perform work in an amount in excess of one half of one percent (0.5%) of bidder’s total bid, including altern ates.
In case more than one subcontractor is named for the same kind of work, the Contractor is to state the portion of work that each subcontractor will perform. Bidders or suppliers of materials only do not need to be listed. If further space is required for the list of proposed subcontractors, additional sheets showing the required information, as indicated below, shall be attached hereto and made a part of this document.
Listed below is the name of each subcontractor that will perform work, labor, or render services to the undersigned related to the work of this project. This is to include any subcontractor that will specially fabricate and install a portion of work according to detailed drawings contained in the plans and specifications in the amount greater than one half of one percent (.05%) of the contractors total bid. Additional sheets may be attached if needed.
Subcontractor Name: Location:
Portion of Work/Trade:
Bid Amount
Contractor’s License Number
DIR Registration No.
Subcontractor Name: Location:
Portion of Work/Trade: Bid Amount:
Contractor’s License No: DIR Registration No:
Contractor will not be subcontracting any portion of work.
THIS FORM MUST BE COMPLETED A ND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT F
SUBCONTRACTOR DESIGNATION FORM
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Bidder hereby acknowledges that they have reviewed the California Air Resources Board’s policies, rules and regulations and are familiar with the requirements of Title 13, California Code of Regulations, Division 3, Chapter 9, effective on January 1, 2024 (the “Regulation”). Bidder hereby certifies, subject to penalty for perjury, that the option checked below relating to the Bidder’s fleet, and/or that of their subcontractor(s) (“Fleet”) is true and correct:
The Fleet is subject to the requirements of the Regulation, and the appropriate Certificate(s) of Reported Compliance have been attached hereto.
The Fleet is exempt from the Regulation under section 2449.1(f)(2), and a signed description of the subject vehicles, and reasoning for exemption has been attached hereto. Bidder and/or their subcontractor is unable to procure R99 or R100 renewable diesel fuel as defined in the Regulation pursuant to section 2449.1(f)(3). Bidder shall keep detailed records describing the normal refueling methods, their attempts to procure renewable diesel fuel and proof that shows they were not able to procure renewable diesel (i.e. third-party correspondence or vendor bids). The Fleet is exempt from the requirements of the Regulation pursuant to section 2449(i)(4) because this Project has been deemed an Emergency, as defined under section 2449(c)(18). Bidder shall only operate the exempted vehicles in the emergency situation and records of the exempted vehicles must be maintained, pursuant to section 2449(i)(4).
The Fleet does not fall under the Regulation or are otherwise exempted and a detailed reasoning is attached hereto.
_________________________________________________________________ Bidder’s Company Name (please print or type)
__________________________________________________________________ Signature of Bidder
__________________________________________________________________ Print Name
__________________________________________________________________ Title
___________________________________
DOORS ID
THIS FORM MUST BE COMPLETED A ND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT G
CARB FLEET COMPLIANCE CERTIFICATION
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