Cities Index.
Agenda packet

City Council and Authorities Concurrent
July 15, 2025

Document
Agenda packet
Meeting
July 15, 2025
Body
City Council and Authorities Concurrent
Pages
37
Original file
251.6 MB
Text extracted from the city's file for reading and search. Open the original on santaclara.legistar.com. That file is the official record.

TITLE: LEGAL EXECUTIVE ASSISTANT (JOB CODE 185)

DEPARTMENT ACCOUNTABLE TO FLSA STATUS
City Attorney’s Office Various Exempt

CLASS SUMMARY
Under general direction, performs a variety of legal administrative duties within the Office of the City Attorney. Responsibilities include drafting and preparing legal documents and related materials; performing varied work related to special projects in the Attorney's Office; maintaining daily office tasks; answering inquiries, complaints, and providing information related to the Office of the City Attorney. Performs related duties as assigned.

DISTINGUISHING CHARACTERISTICS
The Legal Executive Assistant is distinguished from other classes in the administrative support series in that the incumbent provides responsible, confidential, administrative support services for the City Attorney and other attorneys in the office. The job involves working with individuals, activities and issues with which the City Attorney’s Office is involved and requires daily contact with a cross-section of high level government, community, and public and private officials, as well as individual members of the community. The incumbent must be able to handle non-partisan confidential matters with a high level of judgment.

As a member of the City’s unclassified service, this is an “at-will” position and the incumbent serves at the discretion of the City Manager or City Attorney. An incumbent in this position demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills, sets a good example, and correctly applies the tenets of the City’s Code of Ethics and Values.

MINIMUM QUALIFICATIONS

EDUCATION AND EXPERIENCE
• Associate of Arts degree from an accredited college or university in office administration, business management or related field; AND
• Six (6) years of progressively responsible and varied administrative support

ACCEPTABLE SUBSTITUTION
Experience can be substituted for the required education on a year-for-year basis, with one year of experience equivalent to either thirty (30) semester or forty-five (45) quarter units.

LICENSES/CERTIFICATIONS
None.

DESIRABLE QUALIFICATIONS
• Experience in law office procedures, including court calendaring, litigation procedures, file system organization, records retention and management, and workflow management • Four (4) years of experience in a legal office setting highly desirable • Public sector experience highly desirable
LEGAL EXECUTIVE ASSISTANT (185)

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TYPICAL DUTIES
This description may not include all the duties listed below, nor do the examples cover all duties that may be performed.

Under general, direction, the incumbent will:
• Receive and reply to mail, office visitors, telephone calls, and refer citizen complaints to the appropriate department;
• Perform varied, responsible and confidential administrative duties, including, but not limited to, payroll processing and management of IT, HR, Building Maintenance requests for the office;
• Maintain calendar and appointment schedule, and coordinate attendance at numerous board, committee, and commission meetings and update public calendar information; • Participate in employee committees on behalf of the City Attorney’s Office; • Coordinate special and ongoing projects, including City-wide projects; • Handle daily contact with high-level government officials and residents; • Handle confidential information regarding controversial issues; • Handle staff travel arrangements and reimbursements;
• Assemble, review, and analyze materials to determine that all relevant data, files, signatures, and other required details are included;
• Screen incoming correspondence, follow up to ensure deadlines are met; • Contact other agencies for information required for special reports or correspondence • Establish and maintain office files and procedures;
• Prepare annual operating budget and monitor use of funds; • Order office supplies and capital outlay items;
• Interface with State and Federal courts and various adjudicative bodies; • Assist attorneys and departmental staff with preparation of discovery responses and Public Records Act responses;
• Draft letters, memoranda, reports, pleadings, resolutions, and ordinances; • Coordinate contracts and invoices from outside counsel; and • Perform other related duties as assigned.

KNOWLEDGE, SKILLS, & ABILITIES
Knowledge of:
• Legal terminology, forms, procedures, and technology, and supervisory responsibilities; • Basic organization and function of municipal government, including the role of an elected City Council and appointed boards and commissions; functions and role of City Manager, City Attorney, and City operations;
• Individual activities and issues with which the office is involved; • Budgetary and financial record keeping methods;
• Office methods, procedures and machines, including filing systems, reception and telephone techniques and letter and report writing;
• Office safety practices, procedures and standards;
• Microsoft Office suite products, including but not limited to Word, Excel, PowerPoint and Outlook;
LEGAL EXECUTIVE ASSISTANT (185)

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• Collaborative software programs such as Microsoft Teams, Share Point, and OneDrive, or other;
• Correct English usage, spelling, punctuation, grammar and vocabulary; • Current legal and general office methods and technology; and • Legal terminology, pleadings, briefs, ordinances, resolutions, documents and publications.

Ability to:
• Perform difficult para-professional work independently • Use tact and discretion in handling routine, complex, and confidential matters related to the City of Santa Clara's business;
• Effectively manage calendars and appointment schedules; • Establish and maintain effective working relationships with those contacted in the course of work, including the general public;
• Prepare correspondence without review, employ good judgment and make sound decisions in light of established policies and procedures; • Transcribe material with accuracy;
• Communicate effectively and clearly, both verbally and in writing; Supervise the work of administrative support staff;
• Manage multiple priorities, organize workload, organize files; • Keep track of multiple concurrent deadlines and consistently follow up with pertinent staff to meet strict deadlines and work with many interruptions; • Occasionally work extended hours, and attend off-site events; and • Walk or stand for extended periods of time and bend, stoop, crawl, climb, and lift as necessary to perform assigned duties.

SUPERVISION RECEIVED
Works under the general direction of the City Manager, City Attorney, or designee

SUPERVISION EXERCISED
May supervise administrative support staff as assigned by the City Attorney.

CONFLICT OF INTEREST
Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager’s Directive 100.

CLASSIFICATION HISTORY
Est. 5/2020; Rev. 07/2025
Rev. 07/2025

CITY OF SANTA CLARA, CALIFORNIA

CLASS SPECIFICATION

Page 1 of 4 ends

TITLE: LEGAL EXECUTIVE ASSISTANT (JOB CODE 185)

DEPARTMENT ACCOUNTABLE TO FLSA STATUS
City Attorney’s Office Various Exempt

CLASS SUMMARY
Under general direction, performs a variety of legal administrative duties within the Office of the City Attorney. Responsibilities include drafting and preparing legal documents and related materials; performing varied work related to special projects in the Attorney's Office; maintaining daily office tasks; answering inquiries, complaints, and providing information related to the Office of the City Attorney. Performs related duties as assigned.

The Legal Executive Assistant is distinguished from other classes in the administrative support series in that the incumbent provides responsible, confidential, administrative support services for the City Attorney. The job involves working with individuals, activities and issues with which the City Attorney is involved and requires daily contact with a cross-section of high level government, community, and public and private officials, as well as individual members of the community. The incumbent must be able to handle non-partisan confidential matters with a high level of judgment.

DISTINGUISHING CHARACTERISTICS
The Legal Executive Assistant is distinguished from other classes in the administrative support series in that the incumbent provides responsible, confidential, administrative support services for the City Attorney and other attorneys in the office. The job involves working with individuals, activities and issues with which the City Attorney’s Office is involved and requires daily contact with a cross-section of high level government, community, and public and private officials, as well as individual members of the community. The incumbent must be able to handle non-partisan confidential matters with a high level of judgment.

As a member of the City’s unclassified service, this is an “at-will” position and the incumbent serves at the discretion of the City Manager or City Attorney. An incumbent in this position demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills, sets a good example, and correctly applies the tenets of the City’s Code of Ethics and Values.

MINIMUM QUALIFICATIONS

EDUCATION AND EXPERIENCE
• Associate of Arts degree from an accredited college or university in office administration, business management or related field; AND
• Six (6) years of progressively responsible and varied administrative support and/or legal experience, including knowledge of legal terminology, forms, procedures, technology, and supervisory responsibilities.

ACCEPTABLE SUBSTITUTION
None.Experience can be substituted for the required education on a year-for-year basis, with one year of experience equivalent to either thirty (30) semester or forty-five (45) quarter units.

LEGAL EXECUTIVE ASSISTANT (185)

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LICENSES/CERTIFICATIONS
None.

DESIRABLE QUALIFICATIONS
• Experience in law office procedures, including court calendaring, litigation procedures, file system organization, records retention and management, and workflow management library maintenance and familiarity.
• Four (4) years of experience in a legal office setting highly desirable • Public sector experience highly desirableis preferred.

TYPICAL DUTIES
This description may not include all the duties listed below, nor do the examples cover all duties that may be performed.

Under general, direction, the incumbent will: Duties may include, but are not limited to, the following:

Under general direction:
• Receive and reply to mail, office visitors, telephone calls, and refer citizen complaints to the appropriate department;
• Perform varied, responsible and confidential administrative duties, including, but not limited to, payroll processing and management of IT, HR, Building Maintenance requests for the office; ;
• Maintain calendar and appointment schedule, and coordinate attendance at numerous board, committee, and commission meetings and update public calendar information; • Participate in employee committees on behalf of the City Attorney’s Office; • Prepare original correspondence, reports, news releases, proclamations and commendations;
• Coordinate special and ongoing projects, including City-wide projects; • Handle daily contact with high-level government officials and residents; • Handle confidential information regarding controversial issues; • Handle staff travel arrangements and reimbursements;
• Prepare and/or transcribe finished copy from notes, typed copy, rough draft, oral instructions self-composed letters and memos, and transcripts of minutes and reports; • Assemble, review, and analyze materials to determine that all relevant data, files, signatures, and other required details are included;
• Screen incoming correspondence, follow up to ensure deadlines are met; • Contact other agencies for information required for special reports or correspondence, handle confidential information regarding controversial matters; • Establish and maintain office files and procedures;
• Prepare annual operating budget and monitor use of funds; • Track Council proclamations and awards received by the City of Santa Clara; • Order office supplies and capital outlay items;
LEGAL EXECUTIVE ASSISTANT (185)

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• Interface with State the municipal, superior, and Federal courts and various adjudicative bodies;
• Assist attorneys and departmental staff with preparation of discovery responses and Public Records Act responses;
• Draft letters, memoranda, reports, pleadings, resolutions, and ordinances; • Maintain the filing system and the law library, including organizing, ordering, cataloging and filing books, updates, supplements newsletters, bulletins, and seminar materials; • Coordinate contracts and invoices from outside counsel; and • Perform other related duties as assigned.

KNOWLEDGE, SKILLS, & ABILITIES
Knowledge of:
• Legal terminology, forms, procedures, and technology, and supervisory responsibilities; • Basic organization and function of municipal government, including the role of an elected City Council and appointed boards and commissions; functions and role of City Manager, City Attorney, and City operations;
• Individual activities and issues with which the office is involved; • Budgetary and financial record keeping methods;
• Office methods, procedures and machines, including filing systems, reception and telephone techniques and letter and report writing;
• Office safety practices, procedures and standards;
• Microsoft Office suite products, including but not limited to Word, Excel, PowerPoint and Outlook;
• Collaborative software programs such as Microsoft Teams, Share Point, and OneDrive, or other;
• Correct English usage, spelling, punctuation, grammar and vocabulary; • Current legal and general office methods and technology; and • Fundamentals of the organization and maintenance of a law library; and • Legal terminology, pleadings, briefs, ordinances, resolutions, documents and publications.

Ability to:
• Perform difficult para-professional work independently • ;
Use tact and discretion in handling routine, complex, and confidential matters related to the City of Santa Clara's business;
• Effectively manage calendars and appointment schedules; •
Establish and maintain effective working relationships with those contacted in the course of work, including the general public;
• Prepare correspondence without review, employ good judgment and make sound decisions in light of established policies and procedures; • Transcribe material with accuracy;
• Type from clear copy at a net rate of not less than 25 words per minute on a computer LEGAL EXECUTIVE ASSISTANT (185)

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keyboard;
• Communicate effectively and clearly, both verbally and in writing; Supervise the work of administrative support staff;
• Manage multiple priorities, organize workload, organize files; • Keep track of multiple concurrent deadlines and consistently follow up with pertinent staff to , meet strict deadlines and work with many interruptions; and • Occasionally work extended hours, and attend off-site events; and • Walk or stand for extended periods of time and bend, stoop, crawl, climb, and lift as necessary to perform assigned duties.

SUPERVISION RECEIVED
Works under the general direction of the City Manager, City Attorney, or designee

SUPERVISION EXERCISED
May supervise administrative support staff as assigned by the City Attorney.

CONFLICT OF INTEREST
Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager’s Directive 100.

CLASSIFICATION HISTORY
Est. 5/2020; Rev. 07/2025
Rev. 07/2025

CITY OF SANTA CLARA, CALIFORNIA

CLASS SPECIFICATION

Page 1 of 4 ends

TITLE: ASSISTANT DIRECTOR OF WATER AND SEWER UTILITIES
(JOB CODE 014)

DEPARTMENT ACCOUNTABLE TO FLSA STATUS
Water and Sewer Utility Director Exempt

CLASS SUMMARY
This is a management position in the unclassified service. Under the general direction of the Director of Water and Sewer Utilities, the Assistant Director will be assigned the responsibility to oversee/supervise one or more of the divisions in the City’s Water, Wastewater, Recycled Water and Solar Utilities; exercises independent judgment and discretion; manages employees; formulates administrative policies for the effective use of assigned staff; and acts in the capacity of the Director of Water and Sewer Utilities in his/her absence. Performs related duties as assigned.

DISTINGUISHING CHARACTERISTICS
This is a management position in which the incumbent operates within a broad range of independence, following general guidelines or professional standards in accomplishing assignments. Assignments are broad in scope and carried out with a significant degree of latitude and independence. This position is distinguished from the higher-level Director of Water and Sewer Utilities in that the latter has overall department-wide authority and responsibility. The Assistant Director assumes responsibility for projects in multiple divisions and may act as the Director of Water and Sewer Utilities in their absence.

As a member of the City’s unclassified service, this is an “at-will” position and the incumbent serves at the discretion of the City Manager or City Attorney. An incumbent in this position demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills, sets a good example, and correctly applies the tenets of the City’s Code of Ethics and Values.

MINIMUM QUALIFICATIONS

EDUCATION AND EXPERIENCE
• Education and experience equivalent to graduation from an accredited college or university with a Bachelor's Degree in engineering or an approved related field, and • Four (4) years of increasingly responsible experience in the water, wastewater, recycled water and/or solar utility industries, at least one year of which shall have included management and supervision of professional and paraprofessional staff. • An advanced degree in engineering, management, business or public administration is desirable.

ACCEPTABLE SUBSTITUTION
None

LICENSES /CERTIFICATIONS
Possession of a valid California Class C driver's license is required at time of application and for the duration of employment.

ASSISTANT DIRECTOR OF WATER & SEWER UTILITES (014)

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DESIRABLE QUALIFICATIONS
• Possession of a Water Distribution Operator’s Certificate D4 or D5 issued by the California Department of Public Health is highly desirable. • Possession of a Grade 3 Wastewater Collection System Maintenance Certificate issued by the California Water Environment Association is highly desirable. • Registration as a Civil Engineer by the California State Board of Registration for Professional Engineers is desirable.

OTHER REQUIREMENTS
• Must be able to perform all of the essential functions of the job assignment.

TYPICAL DUTIES
This description may not include all the duties listed below, nor do the examples cover all duties that may be performed.

Under general direction, the incumbent will:
• Plan, develop, and manage the activities of the Water, Wastewater, Recycled Water, and Solar Utilities of the City of Santa Clara;
• Plan, organize, and manage water, wastewater, recycled water and solar engineering projects from the preliminary design stage to the completion of construction and installation;
• Coordinate departmental activities with other City departments, governmental entities, contractors, developers, water suppliers, wastewater treatment facilities, joint powers authorities, and the department’s customers;
• Work with departmental and other City staff in: planning utility improvements, deploying staff and resources, solving organizational and human resources problems, setting rates, securing financing for projects, administering revenue bonds and other debt arrangements, ensuring regulatory compliance, preparing reports on departmental activities, and reviewing and recommending positions on Federal and State legislation; • Prepare, submit, and manage the annual Capital and Operating budgets for the Water & Sewer Divisions within the guidelines provided;
• Plan, prepare, and administer Capital Budget projects; • Prepare, award, and administer contracts and agreements as required; • May be required to make presentations to the City Council and other City boards and commissions and represents the department and/or the City in front of a variety of outside groups;
• Recommend for selection and termination, train and assign staff, assigns, coordinate and review work of staff;
• Perform specialized technical studies and investigations; • Prepare complete and comprehensive reports and make recommendations on departmental problems;
• Confer with and assist the Director of Water and Sewer Utilities in the development of departmental long-range plans, goals and objectives;
• Respond directly, or delegate responses when appropriate, to customer inquiries; • Assist in the preparation of the department operating and capital improvement budgets; ASSISTANT DIRECTOR OF WATER & SEWER UTILITES (014)

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• May act as the Director of Water & Sewer Utilities in his/her absence; and • Perform other related duties as assigned.

KNOWLEDGE, SKILLS, & ABILITIES
Knowledge of:
• Principles, practices and methods as applied to the planning, design, construction, operations and maintenance of municipal water, wastewater, recycled water and solar energy systems;
• Pertinent Federal, State and local laws, codes and ordinances(e.g. Federal Clean Water Act, OSHA, DOT, California Title 22 water and recycled water requirements, etc.); • Principles and practices of human resources and public administration; • Principles and practices of municipal labor relations; • Effective leadership, organization and management principles and practices; • Principles of management, supervision, training and performance evaluation; • Office safety practices, procedures and standards;
• Complex spreadsheets and database applications;
• Preparation and administration of contracts and fiscal planning; • Problem solving and conflict resolution practices and techniques; and • Principles and practices of budgeting, communications, information technology, project management, performance standards, records management and the use of resources to achieve outcomes and expectations.

Ability to:
• Provide leadership and management in the department through coaching, enabling and facilitating employees working in a team environment;
• Plan, organize, direct, and coordinate organization activities and effectively manage the work of others in order to operate the Water Engineering Division, which operates seven days a week, including nights and weekends;
• Creating a culture that is conducive to change and that is able to select, recruit retain, develop and motivate a skilled and talented workforce where everyone knows their mission, role and job;
• Establish clear goals and objectives in order to create an organization that delivers excellent customer service through ethical leadership standards, establishes an atmosphere of respect for employees consistent with the City’s Code of Ethics and Values;
• Build constructive relationships by promoting and developing effective partnerships with other departments, employees, City bargaining units, citizens, businesses and other groups;
• Represent and speak for the department and its work, e.g., presenting, explaining, promoting, defining, and negotiating to those within and outside the department by making clear and convincing oral presentations to individuals and groups, by listening effectively and clarifying information and by facilitating an open exchange of ideas; • Prepare clear, complete, accurate, concise and logical written and oral reports; • Effectively handle multiple priorities, organize workload for self and others, and meet strict deadlines;
ASSISTANT DIRECTOR OF WATER & SEWER UTILITES (014)

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• Communicate a strong positive vision of the future of the Water & Sewer Utilities Department;
• Exercise good judgment in structuring and organizing work and setting priorities, balancing the interests of the City and constituents, and readily readjusting priorities to respond to current and future needs;
• Ensure compliance with regulatory, code and other legal requirements; • Work effectively as a member of the department’s management team to achieve common goals and be able to deliver excellent customer service to both internal and external City clients;
• Identify, research and gather relevant information from variety of sources; • Prepare and present clear, complete, accurate, concise and logical written and oral reports;
• Develop creative and practical solutions to complex and difficult problems; • Walk or stand for extended periods of time and bend, stoop, crawl, climb, lift or any other physical requirement as necessitated by the position to perform assigned duties.

SUPERVISION RECEIVED
Works under the general direction of the Director of Water and Sewer Utilities or other manager as assigned.

SUPERVISION EXERCISED
Manages professional, paraprofessional, administrative and other staff as assigned.

SPECIAL CONDITIONS
May be required to work unusual hours, including evenings and weekends, and to be available on an on-call basis.

CONFLICT OF INTEREST
Incumbents in this classification are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager Directive 100.

CLASSIFICATION HISTORY
Est. 05/2008; Rev. 07/2025
Rev. 07/2025

CITY OF SANTA CLARA, CALIFORNIA

CLASS SPECIFICATION

Page 1 of 4 ends

TITLE: ASSISTANT DIRECTOR OF WATER AND SEWER UTILITIES
(JOB CODE 014)

DEPARTMENT ACCOUNTABLE TO FLSA STATUS
Water and Sewer Utility Director Exempt
Description CLASS SUMMARY
This is a management position in the unclassified service. Under the general direction of the Director of Water and Sewer Utilities, the Assistant Director will be assigned the responsibility to oversee/supervise one or more of the divisions in the City’s Water, Wastewater, Recycled Water and Solar Utilities; exercises independent judgment and discretion; manages employees; formulates administrative policies for the effective use of assigned staff; and acts in the capacity of the Director of Water and Sewer Utilities in his/her absence. Performs related duties as assigned.

DISTINGUISHING CHARACTERISTICS
This is a management position in which the incumbent operates within a broad range of independence, following general guidelines or professional standards in accomplishing assignments. Assignments are broad in scope and carried out with a significant degree of latitude and independence. This position is distinguished from the higher-level Director of Water and Sewer Utilities in that the latter has overall department-wide authority and responsibility. The Assistant Director assumes responsibility for projects in multiple divisions and may act as the Director of Water and Sewer Utilities in their absence.

As a member of the City’s unclassified service, this is an “at-will” position and the incumbent serves at the discretion of the City Manager or City Attorney. An incumbent in this position demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills, sets a good example, and correctly applies the tenets of the City’s Code of Ethics and Values.

MINIMUM QUALIFICATIONS

EDUCATION AND EXPERIENCE
• Education and experience equivalent to graduation from an accredited college or university with a Bachelor's Degree in engineering or an approved related field, and • Four (4) years of increasingly responsible experience in the water, wastewater, recycled water and/or solar utility industries, at least one year of which shall have included management and supervision of professional and paraprofessional staff. • An advanced degree in engineering, management, business or public administration is desirable.

ACCEPTABLE SUBSTITUTION
None

REGISTRATION LICENSES /CERTIFICATIONS
• Possession of a valid California Class C driver's license is required at time of application ASSISTANT DIRECTOR OF WATER & SEWER UTILITES (014)

Page 2 of 4 ends

and for the duration of employment.

DESIRABLE QUALIFICATIONS
• Possession of a Water Distribution Operator’s Certificate D4 or D5 issued by the California Department of Public Health is highly desirable. is required. Possession of a D5 certification is highly desirable and may be required within two (2) years of appointment.
• Possession of a Grade 3 Wastewater Collection System Maintenance Certificate issued by the California Water Environment Association is highly desirable. • Registration as a Civil Engineer by the California State Board of Registration for Professional Engineers is desirable.

LICENSE
• Possession of a valid California Class C driver's license is required at time of application and for the duration of employment.

OTHER REQUIREMENTS
• Must be able to perform all of the essential functions of the job assignment.

TYPICAL DUTIES
This description may not include all the duties listed below, nor do the examples cover all duties that may be performed.

Duties include, but are not limited to the following. Under general direction, the incumbent will:
• Plan, develop, and manage the activities of the Water, Wastewater, Recycled Water, and Solar Utilities of the City of Santa Clara;
• Plan, organize, and manage water, wastewater, recycled water and solar engineering projects from the preliminary design stage to the completion of construction and installation;
• Coordinate departmental activities with other City departments, governmental entities, contractors, developers, water suppliers, wastewater treatment facilities, joint powers authorities, and the department’s customers;
• Work with departmental and other City staff in: planning utility improvements, deploying staff and resources, solving organizational and human resources problems, setting rates, securing financing for projects, administering revenue bonds and other debt arrangements, ensuring regulatory compliance, preparing reports on departmental activities, and reviewing and recommending positions on Federal and State legislation; • Prepare, submit, and manage the annual Capital and Operating budgets for the Water & Sewer Divisions within the guidelines provided;
• Plan, prepare, and administer Capital Budget projects; • Prepare, award, and administer contracts and agreements as required; • May be required to make presentations to the City Council and other City boards and commissions and represents the department and/or the City in front of a variety of outside groups;
• Recommend for selection and termination, train and assign staff, assigns, coordinate and ASSISTANT DIRECTOR OF WATER & SEWER UTILITES (014)

Page 3 of 4 ends

review work of staff;
• Perform specialized technical studies and investigations; • Prepare complete and comprehensive reports and make recommendations on departmental problems;
• Confer with and assist the Director of Water and Sewer Utilities in the development of departmental long-range plans, goals and objectives;
• Respond directly, or delegate responses when appropriate, to customer inquiries; • Assist in the preparation of the department operating and capital improvement budgets; • May act as the Director of Water & Sewer Utilities in his/her absence; and • Perform other related duties work as assigned.

KNOWLEDGE, SKILLS, & ABILITIES
Knowledge of:
• Principles, practices and methods as applied to the planning, design, construction, operations and maintenance of municipal water, wastewater, recycled water and solar energy systems;
• Pertinent Federal, State and local laws, codes and ordinances(e.g. Federal Clean Water Act, OSHA, DOT, California Title 22 water and recycled water requirements, etc.); • Principles and practices of human resources and public administration; • Principles and practices of municipal labor relations; • Effective leadership, organization and management principles and practices; • Principles of management, supervision, training and performance evaluation; • Office safety practices, procedures and standards;
• Complex spreadsheets and database applications;
• Preparation and administration of contracts and fiscal planning; • Problem solving and conflict resolution practices and techniques; and • Principles and practices of budgeting, communications, information technology, project management, performance standards, records management and the use of resources to achieve outcomes and expectations.

Ability to:
• Provide leadership and management in the department through coaching, enabling and facilitating employees working in a team environment;
• Plan, organize, direct, and coordinate organization activities and effectively manage the work of others in order to operate the Water Engineering Division, which operates seven days a week, including nights and weekends;
• Creating a culture that is conducive to change and that is able to select, recruit retain, develop and motivate a skilled and talented workforce where everyone knows their mission, role and job;
• Establish clear goals and objectives in order to create an organization that delivers excellent customer service through ethical leadership standards, establishes an atmosphere of respect for employees consistent with the City’s Code of Ethics and Values;
• Build constructive relationships by promoting and developing effective partnerships with other departments, employees, City bargaining units, citizens, businesses and other ASSISTANT DIRECTOR OF WATER & SEWER UTILITES (014)

Page 4 of 4 ends

groups;
• Represent and speak for the department and its work, e.g., presenting, explaining, promoting, defining, and negotiating to those within and outside the department by making clear and convincing oral presentations to individuals and groups, by listening effectively and clarifying information and by facilitating an open exchange of ideas; • Prepare clear, complete, accurate, concise and logical written and oral reports; • Effectively handle multiple priorities, organize workload for self and others, and meet strict deadlines;
• Communicate a strong positive vision of the future of the Water & Sewer Utilities Department;
• Exercise good judgment in structuring and organizing work and setting priorities, balancing the interests of the City and constituents, and readily readjusting priorities to respond to current and future needs;
• Ensure compliance with regulatory, code and other legal requirements; • Work effectively as a member of the department’s management team to achieve common goals and be able to deliver excellent customer service to both internal and external City clients;
• Identify, research and gather relevant information from variety of sources; • Prepare and present clear, complete, accurate, concise and logical written and oral reports;
• Develop creative and practical solutions to complex and difficult problems; • Walk or stand for extended periods of time and bend, stoop, crawl, climb, lift or any other physical requirement as necessitated by the position to perform assigned duties.

Supplemental Information

SUPERVISION RECEIVED
Works under the general direction of the Director of Water and Sewer Utilities or other manager as assigned.

SUPERVISION EXERCISED
Manages professional, paraprofessional, administrative and other staff as assigned.

SPECIAL CONDITIONS
May be required to work unusual hours, including evenings and weekends, and to be available on an on-call basis.

Other Requirements

CONFLICT OF INTEREST
The iIncumbents in this classification is are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager Directive 100.

CLASSIFICATION HISTORY
Est. 05/2008; Rev. 07/2025
Rev. 07/2025

CITY OF SANTA CLARA, CALIFORNIA

CLASS SPECIFICATION

Page 1 of 3 ends

TITLE: DIRECTOR OF SILICON VALLEY POWER (JOB CODE 108)

DEPARTMENT ACCOUNTABLE TO FLSA STATUS
Silicon Valley Power/
Electric Utility
City Manager Exempt

CLASS SUMMARY
This position is the Department Head responsible for the management of Silicon Valley Power/Electric Utility Department. The incumbent is responsible for the effective and efficient operation of the Department and reports directly to the City Manager. The incumbent is required to represent the City's interest on various issues before governing boards of joint action agencies, legislative and regulatory committees and industry associations at regional, State and/or Federal levels of government. Performs related duties as assigned.

As a member of the City's Unclassified Service this is an "at-will" position and the incumbent serves at the discretion of the City Manager. An incumbent in this classification: demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills, sets a good example; and correctly applies the tenets of the City's Code of Ethics and Values.

MINIMUM QUALIFICATIONS

EDUCATION AND EXPERIENCE
• A Bachelor's degree from an accredited college or university in Public or Business Administration, Engineering or an approved related field, and • Ten (10) years of increasingly responsible experience in electric utility engineering and operations including at least five (5) years' experience in a senior management capacity • A Master's degree in Public or Business Administration, Management, or Engineering is desirable and may be substituted for two (2) years of the qualifying engineering and operations experience requirement

ACCEPTABLE SUBSTITUTION
None.

LICENSES/CERTIFICATIONS
Possession of a valid California Class C driver's license is required at time of application and for the duration of employment.

DESIRABLE QUALIFICATIONS
Possession of a valid certificate of registration from the California State Board of Registration for Civil and Professional Engineers is desirable.

OTHER REQUIREMENTS
• May be required to work odd and unusual hours, weekends and shift work and to be available on an "on-call" basis as assigned; and
• Must be able to perform all of the essential functions of the job.

DIRECTOR OF SILICON VALLEY POWER (108)

Page 2 of 3 ends

TYPICAL DUTIES
This description may not include all the duties listed below, nor do the examples cover all duties that may be performed.

Under general direction, the incumbent will:
• Advise the City Manager in all matters relevant to the electric service provided by the City of Santa Clara
• Responsible for the general direction and supervision of plans for the future development of facilities and resources
• Provide general direction for: all work related to the design, engineering, construction, maintenance and operation of the Electric Department facilities, scheduling and dispatching
• Negotiate contracts for facilities, and power purchases • Oversee and participate in the development and administration of the department budget • Develop financial analysis to assist in maintaining fiscal integrity of the department in cooperation and coordination with the Director of Finance • Assess needs in various customer segments and develops marketing strategies to address needs as part of maintaining the utility's vitality and ongoing ability to deliver services to the City of Santa Clara, its residents and businesses
• Act as the City's primary interface with other electric utilities and for providing technical and financial information for participation on State and Federal regulatory energy matters in which the City has an interest
• May act as chair, member, or advisor to City committees or represent the City as a member, alternate member, or staff liaison on a variety of outside agencies, boards, commissions, committees, and joint powers authorities
• Attend City Council meetings
• Meet with large industrial and commercial customers, and the public in general, as necessary, to represent the Electric Utility's activities • Manage environmental and regulatory compliance
• Organize and administer the functions of the Department, including preparing, justifying and overseeing the capital improvement and annual operating budgets; and • Perform other related duties as assigned.

KNOWLEDGE, SKILLS, & ABILITIES
Knowledge of:
• Principles and practices of leadership and management including problem solving and conflict resolution practices and techniques Principles and practices of supervision, training, and performance evaluation
• Applicable laws and regulations affecting the electric utility industry Principles and practices of municipal budget preparation and forecasting; project management and records management
• Principles of financial analysis, rate development and forecasting • Important developments in regional, State and Federal government agencies as they DIRECTOR OF SILICON VALLEY POWER (108)

Page 3 of 3 ends

relate to the City's electric utility.

Ability to:
• Provide the leadership and management of the department through coaching, enabling and facilitating employees working in a team environment • Understand and negotiate complex technical agreements • Establish and maintain a work environment which enhances employee morale and productivity
• Work effectively as a team to achieve common goals and build constructive relationships by promoting effective partnerships with employees, citizens, contractors and others contacted in the course of work Manage complex projects that further the long term objectives of the department and the City
• Communicate effectively, orally and in writing with staff, elected officials, other governmental agencies, local businesses, etc.
• Evaluate local, State and Federal regulations and assess impacts on the utility and its customers
• Understand the roles and relationships of the various components of Federal and State policymaking and implementation processes in order to formulate effective strategies and alliances to represent the interests of the City's municipal utility; and • Use independent and sound judgment to plan, prioritize, organize, administer, direct and, evaluate the work and activities of the department.

SUPERVISION RECEIVED
Works under the administrative direction of the City Manager.

SUPERVISION EXERCISED
Provides general supervision for Assistant Directors, Division Managers and other professional, technical and administrative support staff.

CONFLICT OF INTEREST
Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager’s Directive 100.

CLASSIFICATION HISTORY
Est. 10/2003; Rev. 08/2017; Rev. 07/2025
Rev. 07/2025

CITY OF SANTA CLARA, CALIFORNIA

CLASS SPECIFICATION

Page 1 of 3 ends

TITLE: DIRECTOR OF SILICON VALLEY POWER CHIEF ELECTRIC UTILITY OFFICER (JOB CODE 108)

DEPARTMENT ACCOUNTABLE TO FLSA STATUS
Silicon Valley Power/
Electric Utility
City Manager Exempt
Description CLASS SUMMARY
This position is the Department Head responsible for the management of Silicon Valley Power/the Electric Utility Department. The incumbent is responsible for the effective and efficient operation of the Department and reports directly to the City Manager. The incumbent is required to represent the City's interest on various issues before governing boards of joint action agencies, legislative and regulatory committees and industry associations at regional, State and/or Federal levels of government. Performs related duties as assigned.

As a member of the City's Unclassified Service this is an "at-will" position and the incumbent serves at the discretion of the City Manager. An incumbent in this classification: demonstrates strong ethical, professional, and service-oriented leadership and interpersonal skills, sets a good example; and correctly applies the tenets of the City's Code of Ethics and Values.

MINIMUM QUALIFICATIONS

EDUCATION AND EXPERIENCE
• A Bachelor's degree from an accredited college or university in Public or Business Administration, Engineering or an approved related field, and • Ten (10) years of increasingly responsible experience in electric utility engineering and operations including at least five (5) years' experience in a senior management capacity • A Master's degree in Public or Business Administration, Management, or Engineering is desirable and may be substituted for two (2) years of the qualifying engineering and operations experience requirement
• Possession of a valid certificate of registration from the California State Board of Registration for Civil and Professional Engineers is desirable.

ACCEPTABLE SUBSTITUTION
None.

LICENSES/CERTIFICATIONS
Possession of a valid California Class C driver's license is required at time of application and for the duration of employment.

DESIRABLE QUALIFICATIONS
Possession of a valid certificate of registration from the California State Board of Registration for Civil and Professional Engineers is desirable.

Special ConditionsOTHER REQUIREMENTS
• May be required to work odd and unusual hours, weekends and shift work and to be DIRECTOR OF SILICON VALLEY POWER (108)

Page 2 of 3 ends

available on an "on-call" basis as assigned; and
• Must be able to perform all of the essential functions of the job.

TYPICAL DUTIES
This description may not include all the duties listed below, nor do the examples cover all duties that may be performed.

Under general direction, duties include but are not limited to the followingthe incumbent will:
• Advise the City Manager in all matters relevant to the electric service provided by the City of Santa Clara
• Responsible for the general direction and supervision of plans for the future development of facilities and resources
• Provide general direction for: all work related to the design, engineering, construction, maintenance and operation of the Electric Department facilities, scheduling and dispatching
• Negotiate contracts for facilities, and power purchases • Oversee and participate in the development and administration of the department budget • Develop financial analysis to assist in maintaining fiscal integrity of the department in cooperation and coordination with the Director of Finance • Assess needs in various customer segments and develops marketing strategies to address needs as part of maintaining the utility's vitality and ongoing ability to deliver services to the City of Santa Clara, its residents and businesses
• Act as the City's primary interface with other electric utilities and for providing technical and financial information for participation on State and Federal regulatory energy matters in which the City has an interest
• May act as chair, member, or advisor to City committees or represent the City as a member, alternate member, or staff liaison on a variety of outside agencies, boards, commissions, committees, and joint powers authorities
• Attend City Council meetings
• Meet with large industrial and commercial customers, and the public in general, as necessary, to represent the Electric Utility's activities • Manage environmental and regulatory compliance
• Organize and administer the functions of the Department, including preparing, justifying and overseeing the capital improvement and annual operating budgets; and • Perform other related duties as assigned.

KNOWLEDGE, SKILLS, & ABILITIES
Knowledge of:
• Principles and practices of leadership and management including problem solving and conflict resolution practices and techniques Principles and practices of supervision, training, and performance evaluation
• Applicable laws and regulations affecting the electric utility industry Principles and practices of municipal budget preparation and forecasting; project management and DIRECTOR OF SILICON VALLEY POWER (108)

Page 3 of 3 ends

records management
• Principles of financial analysis, rate development and forecasting • Important developments in regional, State and Federal government agencies as they relate to the City's electric utility.

Ability to:
• Provide the leadership and management of the department through coaching, enabling and facilitating employees working in a team environment • Understand and negotiate complex technical agreements • Establish and maintain a work environment which enhances employee morale and productivity
• Work effectively as a team to achieve common goals and build constructive relationships by promoting effective partnerships with employees, citizens, contractors and others contacted in the course of work Manage complex projects that further the long term objectives of the department and the City
• Communicate effectively, orally and in writing with staff, elected officials, other governmental agencies, local businesses, etc.
• Evaluate local, State and Federal regulations and assess impacts on the utility and its customers
• Understand the roles and relationships of the various components of Federal and State policymaking and implementation processes in order to formulate effective strategies and alliances to represent the interests of the City's municipal utility; and • Use independent and sound judgment to plan, prioritize, organize, administer, direct and, evaluate the work and activities of the department.

Reports to SUPERVISION RECEIVED
Works under the administrative direction of the City Manager.

SUPERVISION EXERCISED
Provides general supervision for Assistant Directors, Division Managers and other professional, technical and administrative support staff.

CONFLICT OF INTEREST
Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager’s Directive 100.

CLASSIFICATION HISTORY
Est. 10/2003; Rev. 08/2017; Rev. 07/2025

Resolution/Update Unclassified and Classified Salary Plan (eff 8-3-2025) Page 1 of 2 Rev: 7/27/2023
RESOLUTION NO. 25- _____

A RESOLUTION OF THE CITY OF SANTA CLARA,

CALIFORNIA TO ADOPT THE AMENDED UNCLASSIFIED AND

CLASSIFIED SALARY PLAN FOR VARIOUS POSITIONS WITH
AN APPROVAL DATE OF JULY 15, 2025 AND AN EFFECTIVE
DATE OF AUGUST 3, 2025
WHEREAS, the City of Santa Clara contracts with CalPERS to provide retirement benefits; WHEREAS, to comply with the California Code Regulations section 570.5, the City of Santa Clara shall among other things, have publicly available pay schedules approved and adopted by the City Council which shall indicate an effective date and date of any revisions; and, WHEREAS, as required by the California Code Regulations section 570.5 and as mandated by CalPERS, the City Council deems it to be in the best interests of the City to adopt the Amended Unclassified and Classified Salary Plans for City of Santa Clara classifications when there are salary modifications to existing classifications, and when new classifications are created and salary ranges need to be established or when existing classifications are deleted, with an approval date of July 15, 2025, and an effective date of August 3, 2025.

NOW THEREFORE, BE IT RESOLVED BY THE CITY OF SANTA CLARA AS FOLLOWS:

1. That the City hereby adopts the Amended Unclassified and Classified Salary Plan for retitle of the Director of Silicon Valley Power, reflecting the addition of the Firefighter I (24-hr) training classification, and adding the Legal Office Specialist III classification.

2. Effective date. In accordance with the California Code Regulations section 570.5 and to comply with CalPERS, the attached salary schedule for unclassified and classified positions, shall be effective August 3, 2025 and adopted with an approval date of July 15, 2025.
//
//
//
//
Resolution/Update Unclassified and Classified Salary Plan (eff 8-3-2025) Page 2 of 2 Rev: 7/27/2023

I HEREBY CERTIFY THE FOREGOING TO BE A TRUE COPY OF A RESOLUTION PASSED

AND ADOPTED BY THE CITY OF SANTA CLARA, CALIFORNIA, AT A REGULAR MEETING THEREOF HELD ON THE ____ DAY OF ____, 2025, BY THE FOLLOWING VOTE:

AYES: COUNCILORS:

NOES: COUNCILORS:

ABSENT: COUNCILORS:

ABSTAINED: COUNCILORS:

ATTEST: ______________________________

NORA PIMENTEL, MMC

ASSISTANT CITY CLERK

CITY OF SANTA CLARA
Attachments incorporated by reference:

1. Unclassified Salary Plan eff 8-3-25 (for Council 7-15-25)

2. Classified Salary Plan eff 8-3-25 (for Council 7-15-25) City of Santa Clara
Unclassified/Elected Salary Plan
Effective 8/3/2025
Approved 7/15/2025
Minimum Salary Maximum Salary
Job Title Job Code Union Code Hourly Monthly Annual Hourly Monthly AnnualAccounting Division Manager 109 9 86.872788 $ 15,057.95 $ 180,695.40 $ 112.422346 $ 19,486.54 $ 233,838.48 $ Asst Building Official 222 9 92.595404 $ 16,049.87 $ 192,598.44 $ 119.838923 $ 20,772.08 $ 249,264.96 $ Asst City Attorney 015 9 107.617442 $ 18,653.69 $ 223,844.28 $ 139.274423 $ 24,140.90 $ 289,690.80 $ Asst City Clerk 010 9 81.924000 $ 14,200.16 $ 170,401.92 $ 106.009615 $ 18,375.00 $ 220,500.00 $ Asst City Librarian 012 9 93.769673 $ 16,253.41 $ 195,040.92 $ 121.350462 $ 21,034.08 $ 252,408.96 $ Asst City Manager 016 9 138.876519 $ 24,071.93 $ 288,863.16 $ 179.714250 $ 31,150.47 $ 373,805.64 $ Asst Dir of Community Dev 038 9 105.985442 $ 18,370.81 $ 220,449.72 $ 137.780769 $ 23,882.00 $ 286,584.00 $ Asst Dir of Electric Util 021 9 127.039442 $ 22,020.17 $ 264,242.04 $ 164.405538 $ 28,496.96 $ 341,963.52 $ Asst Dir of Finance 022 9 101.105192 $ 17,524.90 $ 210,298.80 $ 130.845635 $ 22,679.91 $ 272,158.92 $ Asst Dir of Human Resources 018 9 101.105192 $ 17,524.90 $ 210,298.80 $ 130.845635 $ 22,679.91 $ 272,158.92 $ Asst Dir of Pub Works/City Eng 071 9 111.497827 $ 19,326.29 $ 231,915.48 $ 144.295269 $ 25,011.18 $ 300,134.16 $ Asst Dir of Water & Sewer Util 014 9 100.072731 $ 17,345.94 $ 208,151.28 $ 129.516115 $ 22,449.46 $ 269,393.52 $ Asst Fire Chief 024 9B 144.731423 $ 25,086.78 $ 301,041.36 $ 187.309038 $ 32,466.90 $ 389,602.80 $ Asst Fire Marshal 026 9B 111.007846 $ 19,241.36 $ 230,896.32 $ 143.657250 $ 24,900.59 $ 298,807.08 $ Asst Fleet Manager 046 9 60.779942 $ 10,535.19 $ 126,422.28 $ 78.649269 $ 13,632.54 $ 163,590.48 $ Asst Police Chief 027 9A 153.086596 $ 26,535.01 $ 318,420.12 $ 190.489673 $ 33,018.21 $ 396,218.52 $ Asst To The City Manager 028 9 98.837654 $ 17,131.86 $ 205,582.32 $ 127.903269 $ 22,169.90 $ 266,038.80 $ Audit Manager 201 9 83.633538 $ 14,496.48 $ 173,957.76 $ 108.231519 $ 18,760.13 $ 225,121.56 $ Battalion Chief 036 9B 119.595692 $ 20,729.92 $ 248,759.04 $ 154.762212 $ 26,825.45 $ 321,905.40 $ Battalion Chief 24 Hrs 036S 9BS 81.357610 $ 19,742.78 $ 236,913.36 $ 105.280426 $ 25,548.05 $ 306,576.60 $ Budget & Treasury Division Mgr 113 9 86.872788 $ 15,057.95 $ 180,695.40 $ 112.422346 $ 19,486.54 $ 233,838.48 $ Building Maintenance Manager 041 9 76.932288 $ 13,334.93 $ 160,019.16 $ 99.559788 $ 17,257.03 $ 207,084.36 $ Building Official 042 9 101.861019 $ 17,655.91 $ 211,870.92 $ 131.817404 $ 22,848.35 $ 274,180.20 $ Cemetery Operations Manager 045 9 61.518750 $ 10,663.25 $ 127,959.00 $ 79.611462 $ 13,799.32 $ 165,591.84 $ Chief Asst City Attorney 037 9 123.759750 $ 21,451.69 $ 257,420.28 $ 160.165558 $ 27,762.03 $ 333,144.36 $ Chief Operating Officer 311 9 159.713192 $ 27,683.62 $ 332,203.44 $ 206.682346 $ 35,824.94 $ 429,899.28 $ City Attorney 060 Appointed 171.256038 $ 29,684.38 $ 356,212.50 $ City Auditor 067 9 101.105192 $ 17,524.90 $ 210,298.80 $ 130.845635 $ 22,679.91 $ 272,158.92 $ All classifications on the Unclassifed/Elected Salary Plan are FLSA "Exempt" 1 of 5 City of Santa Clara
Unclassified/Elected Salary Plan
Effective 8/3/2025
Approved 7/15/2025
Minimum Salary Maximum Salary
Job Title Job Code Union Code Hourly Monthly Annual Hourly Monthly AnnualCity Clerk 063 Elected $ 18,900.00 1,575.00 $ City Council Member CNCL Elected $ 25,200.00 2,100.00 $ City Librarian 066 9 126.142269 $ 21,864.66 $ 262,375.92 $ 163.240212 $ 28,294.97 $ 339,539.64 $ City Manager 069 Appointed 201.067673 $ 34,851.73 $ 418,220.76 $ Communications & Outreach Mgr 083 9 69.839654 $ 12,105.54 $ 145,266.48 $ 90.375173 $ 15,665.03 $ 187,980.36 $ Communications Operations Mgr 068 9 79.139019 $ 13,717.43 $ 164,609.16 $ 102.414404 $ 17,751.83 $ 213,021.96 $ Compliance Manager 081 9 70.939615 $ 12,296.20 $ 147,554.40 $ 91.799135 $ 15,911.85 $ 190,942.20 $ Contracts Manager 342 9 78.201000 $ 13,554.84 $ 162,658.08 $ 101.192942 $ 17,540.11 $ 210,481.32 $ Deputy City Attorney I 170 9 67.254981 $ 11,657.53 $ 139,890.36 $ 87.034673 $ 15,086.01 $ 181,032.12 $ Deputy City Attorney II 172 9 78.464192 $ 13,600.46 $ 163,205.52 $ 101.543827 $ 17,600.93 $ 211,211.16 $ Deputy City Clerk 178 9 60.574096 $ 10,499.51 $ 125,994.12 $ 78.396692 $ 13,588.76 $ 163,065.12 $ Deputy City Manager 079 9 108.724212 $ 18,845.53 $ 226,146.36 $ 140.691519 $ 24,386.53 $ 292,638.36 $ Deputy Fire Chief 080 9B 131.573423 $ 22,806.06 $ 273,672.72 $ 170.282250 $ 29,515.59 $ 354,187.08 $ Deputy Director 176 9 88.013192 $ 15,255.62 $ 183,067.44 $ 113.900250 $ 19,742.71 $ 236,912.52 $ Development Project Manager 158 9 88.007423 $ 15,254.62 $ 183,055.44 $ 113.890500 $ 19,741.02 $ 236,892.24 $ Development Review Officer 144 9 85.145192 $ 14,758.50 $ 177,102.00 $ 110.188558 $ 19,099.35 $ 229,192.20 $ Director of Community Developm 090 9 126.393808 $ 21,908.26 $ 262,899.12 $ 163.571192 $ 28,352.34 $ 340,228.08 $ Director of Finance 087 9 126.142269 $ 21,864.66 $ 262,375.92 $ 163.240212 $ 28,294.97 $ 339,539.64 $ Director of Human Resources 088 9 126.142269 $ 21,864.66 $ 262,375.92 $ 163.240212 $ 28,294.97 $ 339,539.64 $ Director of Inf Technology/CIO 089 9 126.142269 $ 21,864.66 $ 262,375.92 $ 163.240212 $ 28,294.97 $ 339,539.64 $ Director of Public Works 091 9 133.695577 $ 23,173.90 $ 278,086.80 $ 173.017731 $ 29,989.74 $ 359,876.88 $ Director of Silicon Valley Pwr 108 9 159.713192 $ 27,683.62 $ 332,203.44 $ 206.682346 $ 35,824.94 $ 429,899.28 $ Director of Wtr & Sewer Utils 102 9 126.142269 $ 21,864.66 $ 262,375.92 $ 163.240212 $ 28,294.97 $ 339,539.64 $ Elec Div Mgr - Engineering 104Q 9 104.985577 $ 18,197.50 $ 218,370.00 $ 135.873115 $ 23,551.34 $ 282,616.08 $ Elec Div Mgr - Generation 104R 9 104.985577 $ 18,197.50 $ 218,370.00 $ 135.873115 $ 23,551.34 $ 282,616.08 $ Elec Div Mgr - Operations 104P 9 104.985577 $ 18,197.50 $ 218,370.00 $ 135.873115 $ 23,551.34 $ 282,616.08 $ Elec Div Mgr - Substations 104M 9 104.985577 $ 18,197.50 $ 218,370.00 $ 135.873115 $ 23,551.34 $ 282,616.08 $ Elec Div Mgr - Transm, Distrib 104S 9 104.985577 $ 18,197.50 $ 218,370.00 $ 135.873115 $ 23,551.34 $ 282,616.08 $ All classifications on the Unclassifed/Elected Salary Plan are FLSA "Exempt" 2 of 5 City of Santa Clara
Unclassified/Elected Salary Plan
Effective 8/3/2025
Approved 7/15/2025
Minimum Salary Maximum Salary
Job Title Job Code Union Code Hourly Monthly Annual Hourly Monthly AnnualElec Div Mgr-Mkt A & P 107F 9 104.985577 $ 18,197.50 $ 218,370.00 $ 135.873115 $ 23,551.34 $ 282,616.08 $ Elec Division Manager 104 9 104.985577 $ 18,197.50 $ 218,370.00 $ 135.873115 $ 23,551.34 $ 282,616.08 $ Elec Program Manager 424 9 91.299750 $ 15,825.29 $ 189,903.48 $ 118.145077 $ 20,478.48 $ 245,741.76 $ Elec Util Chief Oper Officer 116 9 139.746808 $ 24,222.78 $ 290,673.36 $ 180.851538 $ 31,347.60 $ 376,171.20 $ Elec Util Risk Control Analyst 697 9 81.764135 $ 14,172.45 $ 170,069.40 $ 105.815596 $ 18,341.37 $ 220,096.44 $ Emergency Services Officer 106 9 95.038327 $ 16,473.31 $ 197,679.72 $ 122.983615 $ 21,317.16 $ 255,805.92 $ Environmental Programs Mgr 461 9 70.939615 $ 12,296.20 $ 147,554.40 $ 91.799135 $ 15,911.85 $ 190,942.20 $ Executive Assistant 187 9 59.663019 $ 10,341.59 $ 124,099.08 $ 77.208981 $ 13,382.89 $ 160,594.68 $ Fire Chief 117 9B 157.405038 $ 27,283.54 $ 327,402.48 $ 203.689962 $ 35,306.26 $ 423,675.12 $ Fire Marshal 120 9B 119.594942 $ 20,729.79 $ 248,757.48 $ 154.758000 $ 26,824.72 $ 321,896.64 $ Fleet Manager 034 9 73.301596 $ 12,705.61 $ 152,467.32 $ 94.856135 $ 16,441.73 $ 197,300.76 $ Housing & Comm Svc Div Mgr 075 9 88.087442 $ 15,268.49 $ 183,221.88 $ 114.001442 $ 19,760.25 $ 237,123.00 $ Housing Development Officer 749 9 69.178327 $ 11,990.91 $ 143,890.92 $ 89.524904 $ 15,517.65 $ 186,211.80 $ Human Resources Div Mgr 139 9 86.872788 $ 15,057.95 $ 180,695.40 $ 112.422346 $ 19,486.54 $ 233,838.48 $ Information Technology Svc Mgr 112 9 81.534635 $ 14,132.67 $ 169,592.04 $ 105.505212 $ 18,287.57 $ 219,450.84 $ Inspection Manager 134 9 87.250615 $ 15,123.44 $ 181,481.28 $ 112.921673 $ 19,573.09 $ 234,877.08 $ Legal Executive Assistant 185 9 59.663019 $ 10,341.59 $ 124,099.08 $ 77.208981 $ 13,382.89 $ 160,594.68 $ Library Div Mgr -Support Svcs 127G 9 73.247596 $ 12,696.25 $ 152,355.00 $ 94.802135 $ 16,432.37 $ 197,188.44 $ Management Analyst 008 9 60.574096 $ 10,499.51 $ 125,994.12 $ 78.396692 $ 13,588.76 $ 163,065.12 $ Mayor MAYOR Elected $ 31,500.00 2,625.00 $ Municipal Services Div Mgr 110 9 86.872788 $ 15,057.95 $ 180,695.40 $ 112.422346 $ 19,486.54 $ 233,838.48 $ Park Maint & Operations Superv 131 9 72.404077 $ 12,550.04 $ 150,600.48 $ 93.688673 $ 16,239.37 $ 194,872.44 $ Parks & Recreation Director 132 9 126.142269 $ 21,864.66 $ 262,375.92 $ 163.240212 $ 28,294.97 $ 339,539.64 $ Parks Const, Mtc & Repair Mgr 130 9 72.404077 $ 12,550.04 $ 150,600.48 $ 93.688673 $ 16,239.37 $ 194,872.44 $ Performance Auditor I 203 9 50.478404 $ 8,749.59 $ 104,995.08 $ 65.330596 $ 11,323.97 $ 135,887.64 $ Performance Auditor II 204 9 60.574096 $ 10,499.51 $ 125,994.12 $ 78.396692 $ 13,588.76 $ 163,065.12 $ Plan Review Manager 629 9 88.188692 $ 15,286.04 $ 183,432.48 $ 114.116192 $ 19,780.14 $ 237,361.68 $ Planning Manager 072 9 91.967769 $ 15,941.08 $ 191,292.96 $ 119.015538 $ 20,629.36 $ 247,552.32 $ All classifications on the Unclassifed/Elected Salary Plan are FLSA "Exempt" 3 of 5 City of Santa Clara
Unclassified/Elected Salary Plan
Effective 8/3/2025
Approved 7/15/2025
Minimum Salary Maximum Salary
Job Title Job Code Union Code Hourly Monthly Annual Hourly Monthly AnnualPolice Captain 138 9A 150.016096 $ 26,002.79 $ 312,033.48 $ 181.432385 $ 31,448.28 $ 377,379.36 $ Police Chief 141 Elected $ 353,686.56 29,473.88 $ Police Records Manager 647 9 62.396135 $ 10,815.33 $ 129,783.96 $ 80.751865 $ 13,996.99 $ 167,963.88 $ Power System Scheduler/Trader 674 9 78.302192 $ 13,572.38 $ 162,868.56 $ 101.334635 $ 17,564.67 $ 210,776.04 $ Power Trader 673 9 100.072731 $ 17,345.94 $ 208,151.28 $ 129.516115 $ 22,449.46 $ 269,393.52 $ Principal Accountant 148 9 78.201000 $ 13,554.84 $ 162,658.08 $ 101.192942 $ 17,540.11 $ 210,481.32 $ Principal Electric Utility Eng 145 9 99.998423 $ 17,333.06 $ 207,996.72 $ 129.408115 $ 22,430.74 $ 269,168.88 $ Principal Eng - Water & Sewer 142W 9 96.961615 $ 16,806.68 $ 201,680.16 $ 125.480538 $ 21,749.96 $ 260,999.52 $ Principal Eng/City Surveyor 140 9 101.809846 $ 17,647.04 $ 211,764.48 $ 131.756538 $ 22,837.80 $ 274,053.60 $ Principal Engineer 142 9 96.961615 $ 16,806.68 $ 201,680.16 $ 125.480538 $ 21,749.96 $ 260,999.52 $ Principal Financial Analyst 149 9 78.201000 $ 13,554.84 $ 162,658.08 $ 101.192942 $ 17,540.11 $ 210,481.32 $ Principal Planner 143 9 78.201000 $ 13,554.84 $ 162,658.08 $ 101.192942 $ 17,540.11 $ 210,481.32 $ Principal Power Analyst 154 9 78.201000 $ 13,554.84 $ 162,658.08 $ 101.192942 $ 17,540.11 $ 210,481.32 $ Principal Util Info System Mgr 146 9 100.072731 $ 17,345.94 $ 208,151.28 $ 129.516115 $ 22,449.46 $ 269,393.52 $ Public Information Officer 077 9 95.038327 $ 16,473.31 $ 197,679.72 $ 122.983615 $ 21,317.16 $ 255,805.92 $ Public Records Manager 082 9 60.574096 $ 10,499.51 $ 125,994.12 $ 78.396692 $ 13,588.76 $ 163,065.12 $ Purchasing Division Manager 147 9 83.633538 $ 14,496.48 $ 173,957.76 $ 108.231519 $ 18,760.13 $ 225,121.56 $ Recreation Manager 150 9 78.943327 $ 13,683.51 $ 164,202.12 $ 102.157904 $ 17,707.37 $ 212,488.44 $ Risk Manager 700 9 83.633538 $ 14,496.48 $ 173,957.76 $ 108.231519 $ 18,760.13 $ 225,121.56 $ Sr Counsel for SVP 179 9 116.061981 $ 20,117.41 $ 241,408.92 $ 149.719962 $ 25,951.46 $ 311,417.52 $ Sr Deputy City Attorney 161 9 83.403981 $ 14,456.69 $ 173,480.28 $ 107.941442 $ 18,709.85 $ 224,518.20 $ Sr Elec Div Mgr 173 9 115.479346 $ 20,016.42 $ 240,197.04 $ 149.457808 $ 25,906.02 $ 310,872.24 $ Sr Elec Div Mgr-Mkt A&P 174A 9 115.479346 $ 20,016.42 $ 240,197.04 $ 149.457808 $ 25,906.02 $ 310,872.24 $ Sr Information Tech Svcs Mgr 743 9 89.342654 $ 15,486.06 $ 185,832.72 $ 115.621096 $ 20,040.99 $ 240,491.88 $ Sr Management Analyst 742 9 66.631269 $ 11,549.42 $ 138,593.04 $ 86.236154 $ 14,947.60 $ 179,371.20 $ Sr Performance Auditor 202 9 70.939615 $ 12,296.20 $ 147,554.40 $ 91.799135 $ 15,911.85 $ 190,942.20 $ Sr Power System Schedlr/Trader 772 9 84.159865 $ 14,587.71 $ 175,052.52 $ 108.919846 $ 18,879.44 $ 226,553.28 $ Street Superintendent 159 9 80.009596 $ 13,868.33 $ 166,419.96 $ 103.548115 $ 17,948.34 $ 215,380.08 $ All classifications on the Unclassifed/Elected Salary Plan are FLSA "Exempt" 4 of 5 City of Santa Clara
Unclassified/Elected Salary Plan
Effective 8/3/2025
Approved 7/15/2025
Minimum Salary Maximum Salary
Job Title Job Code Union Code Hourly Monthly Annual Hourly Monthly AnnualTransportation Manager 171 9 97.845750 $ 16,959.93 $ 203,519.16 $ 126.627750 $ 21,948.81 $ 263,385.72 $ Utility Business Systems Mgr 898 9 78.072750 $ 13,532.61 $ 162,391.32 $ 101.031000 $ 17,512.04 $ 210,144.48 $ Utility Operations Engineer 155 9 82.418712 $ 14,285.91 $ 171,430.92 $ 106.652423 $ 18,486.42 $ 221,837.04 $ Water & Sewer Operations Mgr 180 9 81.008365 $ 14,041.45 $ 168,497.40 $ 104.843827 $ 18,172.93 $ 218,075.16 $ Water & Sewer Superintendent 029 9 73.247596 $ 12,696.25 $ 152,355.00 $ 94.802135 $ 16,432.37 $ 197,188.44 $ Web & Digital Media Manager 073 9 69.839654 $ 12,105.54 $ 145,266.48 $ 90.375173 $ 15,665.03 $ 187,980.36 $ All classifications on the Unclassifed/Elected Salary Plan are FLSA "Exempt" 5 of 5 City of Santa Clara
Classified Salary Plan
Effective: 08/03/2025
Approved: 7/15/2025
Job Title
Job Code
Union Code
Sal Plan Grade Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Account Clerk I 210 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Account Clerk II 215 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Account Clerk III 220 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Accountant 205 578 A 031 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ Accounting Technician I 216 578 A 018 37.788808 $ 6,550.06 $ 78,600.72 $ 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ Accounting Technician II 217 578 A 020 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ Associate Engineer (Civil) 321 4 E 034 64.605577 $ 11,198.30 $ 134,379.60 $ 67.964250 $ 11,780.47 $ 141,365.64 $ 71.240827 $ 12,348.41 $ 148,180.92 $ 74.808462 $ 12,966.80 $ 155,601.60 $ 78.622385 $ 13,627.88 $ 163,534.56 $ 80.682288 $ 13,984.93 $ 167,819.16 $ 82.690096 $ 14,332.95 $ 171,995.40 $ Associate Planner 240 578 A 036 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 74.858885 $ 12,975.54 $ 155,706.48 $ Asst Elec Utility Engineer 230 4 E2 032 67.343769 $ 11,672.92 $ 140,075.04 $ 70.586077 $ 12,234.92 $ 146,819.04 $ 74.244692 $ 12,869.08 $ 154,428.96 $ 77.829058 $ 13,490.37 $ 161,884.44 $ 81.733096 $ 14,167.07 $ 170,004.84 $ 83.807885 $ 14,526.70 $ 174,320.40 $ 85.890115 $ 14,887.62 $ 178,651.44 $ Asst Engineer (Civil) 228 4 E 032 61.635115 $ 10,683.42 $ 128,201.04 $ 64.605577 $ 11,198.30 $ 134,379.60 $ 67.964250 $ 11,780.47 $ 141,365.64 $ 71.240827 $ 12,348.41 $ 148,180.92 $ 74.808462 $ 12,966.80 $ 155,601.60 $ 76.704173 $ 13,295.39 $ 159,544.68 $ 78.622385 $ 13,627.88 $ 163,534.56 $ Asst Planner 232 578 A 029 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 63.128250 $ 10,942.23 $ 131,306.76 $ Asst Training Officer 233S 1S C1 041 63.881126 $ 15,501.82 $ 186,021.84 $ 67.129409 $ 16,290.07 $ 195,480.84 $ 70.480714 $ 17,103.32 $ 205,239.84 $ 74.038104 $ 17,966.58 $ 215,598.96 $ 77.806484 $ 18,881.04 $ 226,572.48 $ 79.685769 $ 19,337.08 $ 232,044.96 $ 81.682830 $ 19,821.70 $ 237,860.40 $ Asst Wtr & Sanitary Swr Super 229 578 A 038 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 74.858885 $ 12,975.54 $ 155,706.48 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ Auto Services Utility Worker 244 578 A 015 35.090135 $ 6,082.29 $ 72,987.48 $ 36.832731 $ 6,384.34 $ 76,612.08 $ 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 44.969596 $ 7,794.73 $ 93,536.76 $ Automotive Technician I 248 6 G 020 38.973635 $ 6,755.43 $ 81,065.16 $ 40.946712 $ 7,097.43 $ 85,169.16 $ 43.102904 $ 7,471.17 $ 89,654.04 $ 45.347135 $ 7,860.17 $ 94,322.04 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 49.937481 $ 8,655.83 $ 103,869.96 $ Automotive Technician II 249 6 G 022 40.946712 $ 7,097.43 $ 85,169.16 $ 43.102904 $ 7,471.17 $ 89,654.04 $ 45.347135 $ 7,860.17 $ 94,322.04 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ Automotive Technician III 250 6 G 028 47.557558 $ 8,243.31 $ 98,919.72 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 54.880385 $ 9,512.60 $ 114,151.20 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ 60.508096 $ 10,488.07 $ 125,856.84 $ Building Maint Worker 260 6 G 026 45.347135 $ 7,860.17 $ 94,322.04 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 54.880385 $ 9,512.60 $ 114,151.20 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ Business Analyst 262 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Business Analyst-Fiber 262A 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Business Analyst-Public Benef 262B 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Buyer 270 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Chief of Party 310 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Chief Storekeeper 319 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Code Enforcement Officer 330 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Code Enforcement Technician 329 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Combination Inspector 336 578 A 037 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 74.858885 $ 12,975.54 $ 155,706.48 $ 76.737173 $ 13,301.11 $ 159,613.32 $ Communication Technician I 346 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Communication Technician II 345 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Communications Coordinator 338 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Community Svc Officer I 347 10 H 017 40.658135 $ 7,047.41 $ 84,568.92 $ 42.693519 $ 7,400.21 $ 88,802.52 $ 44.883288 $ 7,779.77 $ 93,357.24 $ 47.213481 $ 8,183.67 $ 98,204.04 $ 49.613769 $ 8,599.72 $ 103,196.64 $ 50.870077 $ 8,817.48 $ 105,809.76 $ 52.077231 $ 9,026.72 $ 108,320.64 $ Community Svc Officer II 348 10 H 022 46.013365 $ 7,975.65 $ 95,707.80 $ 48.336404 $ 8,378.31 $ 100,539.72 $ 50.870077 $ 8,817.48 $ 105,809.76 $ 53.284500 $ 9,235.98 $ 110,831.76 $ 56.056788 $ 9,716.51 $ 116,598.12 $ 57.362308 $ 9,942.80 $ 119,313.60 $ 58.660615 $ 10,167.84 $ 122,014.08 $ Crime Analyst 350 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Customer Service Rep 364 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Customer Service Rep - Permit 369 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Customer Service Supervisor 367 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Deputy Fire Marshal Haz Mats 376 1 C 040 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 99.305135 $ 17,212.89 $ 206,554.68 $ 104.409058 $ 18,097.57 $ 217,170.84 $ 107.055577 $ 18,556.30 $ 222,675.60 $ 109.641346 $ 19,004.50 $ 228,054.00 $ Deputy Fire Marshal I 372 1 C 034 74.102481 $ 12,844.43 $ 154,133.16 $ 77.768423 $ 13,479.86 $ 161,758.32 $ 81.677423 $ 14,157.42 $ 169,889.04 $ 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 92.364808 $ 16,009.90 $ 192,118.80 $ 94.639904 $ 16,404.25 $ 196,851.00 $ Deputy Fire Marshal II 373 1 C 038 81.677423 $ 14,157.42 $ 169,889.04 $ 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 99.305135 $ 17,212.89 $ 206,554.68 $ 101.870596 $ 17,657.57 $ 211,890.84 $ 104.409058 $ 18,097.57 $ 217,170.84 $ Deputy Fire Marshal III 374 1 C 040 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 99.305135 $ 17,212.89 $ 206,554.68 $ 104.409058 $ 18,097.57 $ 217,170.84 $ 107.055577 $ 18,556.30 $ 222,675.60 $ 109.641346 $ 19,004.50 $ 228,054.00 $ Driver/Eng 24 Hrs 380S 1S C1 033 52.546484 $ 12,751.28 $ 153,015.36 $ 55.191223 $ 13,393.07 $ 160,716.84 $ 57.948874 $ 14,062.26 $ 168,747.12 $ 60.829080 $ 14,761.19 $ 177,134.28 $ 63.881126 $ 15,501.82 $ 186,021.84 $ 65.490495 $ 15,892.36 $ 190,708.32 $ 67.129409 $ 16,290.07 $ 195,480.84 $ Driver/Eng 24Hr-Training Prem 380P 1S C1 034 53.856635 $ 13,069.21 $ 156,830.52 $ 56.520989 $ 13,715.76 $ 164,589.12 $ 59.361964 $ 14,405.17 $ 172,862.04 $ 62.276621 $ 15,112.46 $ 181,349.52 $ 65.490495 $ 15,892.36 $ 190,708.32 $ 67.129409 $ 16,290.07 $ 195,480.84 $ 68.782912 $ 16,691.32 $ 200,295.84 $ Driver/Eng 80 Hrs 380 1 C 033 72.299827 $ 12,531.97 $ 150,383.64 $ 75.938769 $ 13,162.72 $ 157,952.64 $ 79.733077 $ 13,820.40 $ 165,844.80 $ 83.696019 $ 14,507.31 $ 174,087.72 $ 87.895385 $ 15,235.20 $ 182,822.40 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 92.364808 $ 16,009.90 $ 192,118.80 $ Driver/Eng Training Division 380T 1 C 038 81.677423 $ 14,157.42 $ 169,889.04 $ 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 99.305135 $ 17,212.89 $ 206,554.68 $ 101.870596 $ 17,657.57 $ 211,890.84 $ 104.409058 $ 18,097.57 $ 217,170.84 $ Elec & Water System Op - Cert 390R 3 R6 037 93.543173 $ 16,214.15 $ 194,569.80 $ 98.142404 $ 17,011.35 $ 204,136.20 $ 103.182058 $ 17,884.89 $ 214,618.68 $ 108.467423 $ 18,801.02 $ 225,612.24 $ 113.939019 $ 19,749.43 $ 236,993.16 $ 116.683327 $ 20,225.11 $ 242,701.32 $ 119.647904 $ 20,738.97 $ 248,867.64 $ Elec & Water System Opertr 390 3 D1 037 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 107.493346 $ 18,632.18 $ 223,586.16 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ Elec Crew Foreperson 550 3 D1 039 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 107.493346 $ 18,632.18 $ 223,586.16 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ 118.529827 $ 20,545.17 $ 246,542.04 $ Elec Helper/Driver 435 3 D2 020 58.383981 $ 10,119.89 $ 121,438.68 $ 61.441788 $ 10,649.91 $ 127,798.92 $ 64.567212 $ 11,191.65 $ 134,299.80 $ 67.743404 $ 11,742.19 $ 140,906.28 $ 71.131500 $ 12,329.46 $ 147,953.52 $ 72.918577 $ 12,639.22 $ 151,670.64 $ 74.714250 $ 12,950.47 $ 155,405.64 $ Elec Maintenance Worker 415 3 D2 022 61.441788 $ 10,649.91 $ 127,798.92 $ 64.567212 $ 11,191.65 $ 134,299.80 $ 67.743404 $ 11,742.19 $ 140,906.28 $ 71.131500 $ 12,329.46 $ 147,953.52 $ 74.714250 $ 12,950.47 $ 155,405.64 $ 76.501442 $ 13,260.25 $ 159,123.00 $ 78.314077 $ 13,574.44 $ 162,893.28 $ Elec Meter Technician 426 3 D1 032 78.110712 $ 13,539.19 $ 162,470.28 $ 81.973038 $ 14,208.66 $ 170,503.92 $ 86.165769 $ 14,935.40 $ 179,224.80 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 99.785596 $ 17,296.17 $ 207,554.04 $ Elec Util Database Administrat 177 578 A 043 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 84.690923 $ 14,679.76 $ 176,157.12 $ 86.752154 $ 15,037.04 $ 180,444.48 $ 88.901654 $ 15,409.62 $ 184,915.44 $ Elec Util Electrician Apprent 887 3 D1 026 67.709538 $ 11,736.32 $ 140,835.84 $ 70.953577 $ 12,298.62 $ 147,583.44 $ 74.527962 $ 12,918.18 $ 155,018.16 $ 78.110712 $ 13,539.19 $ 162,470.28 $ 81.973038 $ 14,208.66 $ 170,503.92 $ 84.065192 $ 14,571.30 $ 174,855.60 $ 86.165769 $ 14,935.40 $ 179,224.80 $ Elec Util Electrician Tech 890 3 D1 035 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 107.493346 $ 18,632.18 $ 223,586.16 $ Elec Util Network Administrat 436 578 A 043 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 84.690923 $ 14,679.76 $ 176,157.12 $ 86.752154 $ 15,037.04 $ 180,444.48 $ 88.901654 $ 15,409.62 $ 184,915.44 $ Elec Utility Electrician 885 3 D1 032 78.110712 $ 13,539.19 $ 162,470.28 $ 81.973038 $ 14,208.66 $ 170,503.92 $ 86.165769 $ 14,935.40 $ 179,224.80 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 99.785596 $ 17,296.17 $ 207,554.04 $ Elec Utility Engineer 428 4 E2 042 85.890115 $ 14,887.62 $ 178,651.44 $ 90.351923 $ 15,661.00 $ 187,932.00 $ 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 107.016865 $ 18,549.59 $ 222,595.08 $ 109.530346 $ 18,985.26 $ 227,823.12 $ Elec Utility Equip Operatr 429 3 D2 022 61.441788 $ 10,649.91 $ 127,798.92 $ 64.567212 $ 11,191.65 $ 134,299.80 $ 67.743404 $ 11,742.19 $ 140,906.28 $ 71.131500 $ 12,329.46 $ 147,953.52 $ 74.714250 $ 12,950.47 $ 155,405.64 $ 76.501442 $ 13,260.25 $ 159,123.00 $ 78.314077 $ 13,574.44 $ 162,893.28 $ Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
All classifications on the Classified Salary Plan are FLSA "Non-Exempt" except Unit 4 classifications. Unit 4 classifications are eligible for MOU overtime. 1 of 5 City of Santa Clara
Classified Salary Plan
Effective: 08/03/2025
Approved: 7/15/2025
Job Title
Job Code
Union Code
Sal Plan Grade Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
Elec Utility Gen Tech 431 3 D1 035 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 107.493346 $ 18,632.18 $ 223,586.16 $ Elec Utility Prog Analyst 440 578 A 036 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 74.858885 $ 12,975.54 $ 155,706.48 $ Electrical Estimator 437 3 D1 027 69.352731 $ 12,021.14 $ 144,253.68 $ 72.740769 $ 12,608.40 $ 151,300.80 $ 76.315154 $ 13,227.96 $ 158,735.52 $ 80.016577 $ 13,869.54 $ 166,434.48 $ 84.065192 $ 14,571.30 $ 174,855.60 $ 86.165769 $ 14,935.40 $ 179,224.80 $ 88.249442 $ 15,296.57 $ 183,558.84 $ Energy Consrvation Specialist 446 578 A 021 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ Engineering Tech 460 578 A 021 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ Engineering Tech (Elec) 460A 578 A 021 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ Engineering Tech (Fiber) 460F 578 A 021 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ Equipment Operator 470 6 G 027 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ Fiber Splicing Technician 488 3 D1 032 78.110712 $ 13,539.19 $ 162,470.28 $ 81.973038 $ 14,208.66 $ 170,503.92 $ 86.165769 $ 14,935.40 $ 179,224.80 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 99.785596 $ 17,296.17 $ 207,554.04 $ Financial Analyst 472 578 A 033 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ Fire Application Data Analyst 491 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Fire Captain - Training 475T 1 C 043 92.364808 $ 16,009.90 $ 192,118.80 $ 96.975923 $ 16,809.16 $ 201,709.92 $ 101.870596 $ 17,657.57 $ 211,890.84 $ 107.055577 $ 18,556.30 $ 222,675.60 $ 112.389173 $ 19,480.79 $ 233,769.48 $ 115.109942 $ 19,952.39 $ 239,428.68 $ 117.992712 $ 20,452.07 $ 245,424.84 $ Fire Captain 24 Hrs 475S 1S C1 038 59.361964 $ 14,405.17 $ 172,862.04 $ 62.276621 $ 15,112.46 $ 181,349.52 $ 65.490495 $ 15,892.36 $ 190,708.32 $ 68.782912 $ 16,691.32 $ 200,295.84 $ 72.173571 $ 17,514.12 $ 210,169.44 $ 74.038104 $ 17,966.58 $ 215,598.96 $ 75.883022 $ 18,414.28 $ 220,971.36 $ Fire Captain 24Hr-Trng Premium 475P 1S C1 039 60.829080 $ 14,761.19 $ 177,134.28 $ 63.881126 $ 15,501.82 $ 186,021.84 $ 67.129409 $ 16,290.07 $ 195,480.84 $ 70.480714 $ 17,103.32 $ 205,239.84 $ 74.038104 $ 17,966.58 $ 215,598.96 $ 75.883022 $ 18,414.28 $ 220,971.36 $ 77.806484 $ 18,881.04 $ 226,572.48 $ Fire Captain 80 Hrs 475 1 C 038 81.677423 $ 14,157.42 $ 169,889.04 $ 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 99.305135 $ 17,212.89 $ 206,554.68 $ 101.870596 $ 17,657.57 $ 211,890.84 $ 104.409058 $ 18,097.57 $ 217,170.84 $ Fire Plan Draftsperson 482 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Fire Prevention Specialist I 489 10 H2 012 36.361558 $ 6,302.67 $ 75,632.04 $ 38.189885 $ 6,619.58 $ 79,434.96 $ 39.968654 $ 6,927.90 $ 83,134.80 $ 42.073442 $ 7,292.73 $ 87,512.76 $ 44.178115 $ 7,657.54 $ 91,890.48 $ 45.319096 $ 7,855.31 $ 94,263.72 $ 46.460019 $ 8,053.07 $ 96,636.84 $ Fire Prevention Specialist II 478 10 H2 035 63.786923 $ 11,056.40 $ 132,676.80 $ 67.004192 $ 11,614.06 $ 139,368.72 $ 70.327846 $ 12,190.16 $ 146,281.92 $ 73.878288 $ 12,805.57 $ 153,666.84 $ 77.669654 $ 13,462.74 $ 161,552.88 $ 79.597154 $ 13,796.84 $ 165,562.08 $ 81.496442 $ 14,126.05 $ 169,512.60 $ Fire Protection Engineer 492 10 H2 041 73.878288 $ 12,805.57 $ 153,666.84 $ 77.669654 $ 13,462.74 $ 161,552.88 $ 81.496442 $ 14,126.05 $ 169,512.60 $ 85.493308 $ 14,818.84 $ 177,826.08 $ 89.823173 $ 15,569.35 $ 186,832.20 $ 91.998808 $ 15,946.46 $ 191,357.52 $ 94.330327 $ 16,350.59 $ 196,207.08 $ Firefighter I 24 Hrs 487S 1S C3 018 36.481731 $ 8,852.90 $ 106,234.80 $ 39.244286 $ 9,523.28 $ 114,279.36 $ 42.207940 $ 10,242.46 $ 122,909.52 $ 45.392431 $ 11,015.23 $ 132,182.76 $ Firefighter I 24Hr-Trng Premiu 487P 1S C3 019 37.380824 $ 9,071.08 $ 108,852.96 $ 40.211456 $ 9,757.98 $ 117,095.76 $ 43.248173 $ 10,494.89 $ 125,938.68 $ 46.511126 $ 11,286.70 $ 135,440.40 $ Firefighter I 80 Hrs 487Y 1 C2 018 50.196000 $ 8,700.64 $ 104,407.68 $ 53.997058 $ 9,359.49 $ 112,313.88 $ 58.074808 $ 10,066.30 $ 120,795.60 $ 62.456423 $ 10,825.78 $ 129,909.36 $ Firefighter I Training Div 487T 1 C2 019 56.470500 $ 9,788.22 $ 117,458.64 $ 60.746712 $ 10,529.43 $ 126,353.16 $ 65.334173 $ 11,324.59 $ 135,895.08 $ 70.263462 $ 12,179.00 $ 146,148.00 $ Firefighter II 24 Hrs 480S 1S C1 030 48.822280 $ 11,847.54 $ 142,170.48 $ 51.226566 $ 12,430.98 $ 149,171.76 $ 53.856635 $ 13,069.21 $ 156,830.52 $ 56.520989 $ 13,715.76 $ 164,589.12 $ 59.361964 $ 14,405.17 $ 172,862.04 $ 60.829080 $ 14,761.19 $ 177,134.28 $ 62.276621 $ 15,112.46 $ 181,349.52 $ Firefighter II 24H-Trng/Premiu 480P 1S C1 031 50.034190 $ 12,141.63 $ 145,699.56 $ 52.546484 $ 12,751.28 $ 153,015.36 $ 55.191223 $ 13,393.07 $ 160,716.84 $ 57.948874 $ 14,062.26 $ 168,747.12 $ 60.829080 $ 14,761.19 $ 177,134.28 $ 62.276621 $ 15,112.46 $ 181,349.52 $ 63.881126 $ 15,501.82 $ 186,021.84 $ Firefighter II 80 Hrs 480 1 C 030 67.175596 $ 11,643.77 $ 139,725.24 $ 70.483731 $ 12,217.18 $ 146,606.16 $ 74.102481 $ 12,844.43 $ 154,133.16 $ 77.768423 $ 13,479.86 $ 161,758.32 $ 81.677423 $ 14,157.42 $ 169,889.04 $ 83.696019 $ 14,507.31 $ 174,087.72 $ 85.687731 $ 14,852.54 $ 178,230.48 $ Firefighter II Training Div 480T 1 C 035 75.938769 $ 13,162.72 $ 157,952.64 $ 79.733077 $ 13,820.40 $ 165,844.80 $ 83.696019 $ 14,507.31 $ 174,087.72 $ 87.895385 $ 15,235.20 $ 182,822.40 $ 92.364808 $ 16,009.90 $ 192,118.80 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 96.975923 $ 16,809.16 $ 201,709.92 $ Fleet Coordinator 466 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Forensic Coordinator 486 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Grounds Maint Worker I 485 6 G 019 38.078596 $ 6,600.29 $ 79,203.48 $ 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ Grounds Maint Worker I 485A 6 G 019 38.078596 $ 6,600.29 $ 79,203.48 $ 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ Grounds Maint Worker II 490 6 G 021 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 51.185077 $ 8,872.08 $ 106,464.96 $ Grounds Maint Worker II 490A 6 G 021 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 51.185077 $ 8,872.08 $ 106,464.96 $ Grounds Maint Worker III 495 6 G 023 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 53.626038 $ 9,295.18 $ 111,542.16 $ Grounds Maint Worker III 495A 6 G 023 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 53.626038 $ 9,295.18 $ 111,542.16 $ Health & Wellness Coordinator 123 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Housing Inspector 500 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Human Resources Assistant 509 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Human Resources Technician 508 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Jail Service Officer 353 10 H 022 46.013365 $ 7,975.65 $ 95,707.80 $ 48.336404 $ 8,378.31 $ 100,539.72 $ 50.870077 $ 8,817.48 $ 105,809.76 $ 53.284500 $ 9,235.98 $ 110,831.76 $ 56.056788 $ 9,716.51 $ 116,598.12 $ 57.362308 $ 9,942.80 $ 119,313.60 $ 58.660615 $ 10,167.84 $ 122,014.08 $ Journey Lineworker 560 3 D1 035 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 107.493346 $ 18,632.18 $ 223,586.16 $ Journey Lineworker Apprentice 561 3 D1 026 67.709538 $ 11,736.32 $ 140,835.84 $ 70.953577 $ 12,298.62 $ 147,583.44 $ 74.527962 $ 12,918.18 $ 155,018.16 $ 78.110712 $ 13,539.19 $ 162,470.28 $ 81.973038 $ 14,208.66 $ 170,503.92 $ 84.065192 $ 14,571.30 $ 174,855.60 $ 86.165769 $ 14,935.40 $ 179,224.80 $ Journey Lineworker Apprentice 561R 3 D1 029 72.740769 $ 12,608.40 $ 151,300.80 $ 76.315154 $ 13,227.96 $ 158,735.52 $ 80.016577 $ 13,869.54 $ 166,434.48 $ 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 92.586058 $ 16,048.25 $ 192,579.00 $ Key Customer Representative 505 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Legal Office Specialist III 519 578 A 024 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ Librarian I 530 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Librarian I - Cataloging 530C 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Librarian I - Reference 530A 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Librarian I - Youth Services 530B 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Librarian II 535 578 A 030 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 64.640365 $ 11,204.33 $ 134,451.96 $ Librarian II - Cataloging 535C 578 A 030 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 64.640365 $ 11,204.33 $ 134,451.96 $ Librarian II - Reference 535A 578 A 030 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 64.640365 $ 11,204.33 $ 134,451.96 $ Librarian II - Youth Services 535B 578 A 030 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 64.640365 $ 11,204.33 $ 134,451.96 $ Library Assistant I 526 578 A 016 35.896962 $ 6,222.14 $ 74,665.68 $ 37.788808 $ 6,550.06 $ 78,600.72 $ 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 46.088423 $ 7,988.66 $ 95,863.92 $ Library Assistant II 528 578 A 020 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ Library Circulation Supervsr 529 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Library Prog Coord - Tech Svcs 534D 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ All classifications on the Classified Salary Plan are FLSA "Non-Exempt" except Unit 4 classifications. Unit 4 classifications are eligible for MOU overtime. 2 of 5 City of Santa Clara
Classified Salary Plan
Effective: 08/03/2025
Approved: 7/15/2025
Job Title
Job Code
Union Code
Sal Plan Grade Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
Library Prog Coord-Technology 534F 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Library Program Coord - Ref 534B 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Library Program Coordinator 534 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Library Technology Assistant 754C 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Literacy Advocate 562 578 A 012 32.642250 $ 5,657.99 $ 67,895.88 $ 34.296750 $ 5,944.77 $ 71,337.24 $ 35.896962 $ 6,222.14 $ 74,665.68 $ 37.788808 $ 6,550.06 $ 78,600.72 $ 39.653481 $ 6,873.27 $ 82,479.24 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 41.721635 $ 7,231.75 $ 86,781.00 $ Literacy Program Supervisor 563 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Literacy Student/Tutor Coord 564 578 A 020 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ Materials Handler 570 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Mechanical Maintenance Worker 580 6 G 029 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 59.091000 $ 10,242.44 $ 122,909.28 $ 60.508096 $ 10,488.07 $ 125,856.84 $ 62.040462 $ 10,753.68 $ 129,044.16 $ Meter Data Analyst 601 578 A 027 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ Meter Reader 595 578 A 021 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ Office Assistant 933 578 A 012 32.642250 $ 5,657.99 $ 67,895.88 $ 34.296750 $ 5,944.77 $ 71,337.24 $ 35.896962 $ 6,222.14 $ 74,665.68 $ 37.788808 $ 6,550.06 $ 78,600.72 $ 39.653481 $ 6,873.27 $ 82,479.24 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 41.721635 $ 7,231.75 $ 86,781.00 $ Office Records Specialist 934 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Office Specialist II 936 578 A 018 37.788808 $ 6,550.06 $ 78,600.72 $ 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ Office Specialist III 938 578 A 022 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ Office Specialist IV 939 578 A 024 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ Park Foreperson 615 578 A 033 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ Park Maint Crafts Worker 620 6 G 029 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 59.091000 $ 10,242.44 $ 122,909.28 $ 60.508096 $ 10,488.07 $ 125,856.84 $ 62.040462 $ 10,753.68 $ 129,044.16 $ Permit Center Supervisor 040 578 A 039 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ 80.608846 $ 13,972.20 $ 167,666.40 $ Permit Technician 621 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Plans Examiner 630 578 A 041 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 82.575231 $ 14,313.04 $ 171,756.48 $ 84.690923 $ 14,679.76 $ 176,157.12 $ Police Lieutenant 645 2 B 043 105.413596 $ 18,271.69 $ 219,260.28 $ 110.690481 $ 19,186.35 $ 230,236.20 $ 116.204481 $ 20,142.11 $ 241,705.32 $ 122.013288 $ 21,148.97 $ 253,787.64 $ 128.066423 $ 22,198.18 $ 266,378.16 $ 131.315942 $ 22,761.43 $ 273,137.16 $ 134.529346 $ 23,318.42 $ 279,821.04 $ Police Officer 650 2 B 031 78.663058 $ 13,634.93 $ 163,619.16 $ 82.566692 $ 14,311.56 $ 171,738.72 $ 86.722038 $ 15,031.82 $ 180,381.84 $ 91.056981 $ 15,783.21 $ 189,398.52 $ 95.593327 $ 16,569.51 $ 198,834.12 $ 98.008846 $ 16,988.20 $ 203,858.40 $ 100.388423 $ 17,400.66 $ 208,807.92 $ Police Officer - FTO 650T 2 B 033 82.566692 $ 14,311.56 $ 171,738.72 $ 86.722038 $ 15,031.82 $ 180,381.84 $ 91.056981 $ 15,783.21 $ 189,398.52 $ 95.593327 $ 16,569.51 $ 198,834.12 $ 100.388423 $ 17,400.66 $ 208,807.92 $ 102.904558 $ 17,836.79 $ 214,041.48 $ 105.413596 $ 18,271.69 $ 219,260.28 $ Police Records Spec I 641 10 H2 018 42.073442 $ 7,292.73 $ 87,512.76 $ 44.178115 $ 7,657.54 $ 91,890.48 $ 46.460019 $ 8,053.07 $ 96,636.84 $ 48.805731 $ 8,459.66 $ 101,515.92 $ 51.364038 $ 8,903.10 $ 106,837.20 $ 52.582846 $ 9,114.36 $ 109,372.32 $ 53.801827 $ 9,325.65 $ 111,907.80 $ Police Records Spec II 643 10 H2 022 46.460019 $ 8,053.07 $ 96,636.84 $ 48.805731 $ 8,459.66 $ 101,515.92 $ 51.364038 $ 8,903.10 $ 106,837.20 $ 53.801827 $ 9,325.65 $ 111,907.80 $ 56.601000 $ 9,810.84 $ 117,730.08 $ 57.919212 $ 10,039.33 $ 120,471.96 $ 59.230154 $ 10,266.56 $ 123,198.72 $ Police Records Supervisor 644 10 H2 026 51.364038 $ 8,903.10 $ 106,837.20 $ 53.801827 $ 9,325.65 $ 111,907.80 $ 56.601000 $ 9,810.84 $ 117,730.08 $ 59.230154 $ 10,266.56 $ 123,198.72 $ 62.199462 $ 10,781.24 $ 129,374.88 $ 63.786923 $ 11,056.40 $ 132,676.80 $ 65.374269 $ 11,331.54 $ 135,978.48 $ Police Sergeant 665 2 B 037 91.056981 $ 15,783.21 $ 189,398.52 $ 95.593327 $ 16,569.51 $ 198,834.12 $ 100.388423 $ 17,400.66 $ 208,807.92 $ 105.413596 $ 18,271.69 $ 219,260.28 $ 110.690481 $ 19,186.35 $ 230,236.20 $ 113.422269 $ 19,659.86 $ 235,918.32 $ 116.204481 $ 20,142.11 $ 241,705.32 $ Police Training Coordinator 648 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Power Account Clerk I 662 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Power Account Clerk III 664 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Power Contract Specialist 661 578 A 033 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ Principal Elec Estimator 669 3 D1 035 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 107.493346 $ 18,632.18 $ 223,586.16 $ Principal Engrg Tech (Elec) 670 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Principal Engrg Tech (Fiber) 670A 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Public Safety Dispatcher I 339 10 H2 025 50.095442 $ 8,683.21 $ 104,198.52 $ 52.582846 $ 9,114.36 $ 109,372.32 $ 55.197865 $ 9,567.63 $ 114,811.56 $ 57.919212 $ 10,039.33 $ 120,471.96 $ 60.732462 $ 10,526.96 $ 126,323.52 $ 62.199462 $ 10,781.24 $ 129,374.88 $ 63.786923 $ 11,056.40 $ 132,676.80 $ Public Safety Dispatcher II 340 10 H2 028 53.801827 $ 9,325.65 $ 111,907.80 $ 56.601000 $ 9,810.84 $ 117,730.08 $ 59.230154 $ 10,266.56 $ 123,198.72 $ 62.199462 $ 10,781.24 $ 129,374.88 $ 65.374269 $ 11,331.54 $ 135,978.48 $ 67.004192 $ 11,614.06 $ 139,368.72 $ 68.619981 $ 11,894.13 $ 142,729.56 $ Public Works Inspector 680 578 A 033 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ Public Works Supervisor 151 578 A 038 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 74.858885 $ 12,975.54 $ 155,706.48 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ Pump Maintenance Technician 677 6 G 027 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ Purchasing Clerk 678 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Purchasing Utility Worker 679 578 A 015 35.090135 $ 6,082.29 $ 72,987.48 $ 36.832731 $ 6,384.34 $ 76,612.08 $ 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 44.969596 $ 7,794.73 $ 93,536.76 $ Recreation Coordinator 693 578 A 027 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ Recreation Coord-Therapeutics 693A 578 A 027 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ Recreation Program Supervisor 691 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Recreation Supervisor 685 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Recruit Police Officer 689 2R B2 031 57.908077 $ 10,037.40 $ 120,448.80 $ 60.805327 $ 10,539.59 $ 126,475.08 $ 63.846346 $ 11,066.70 $ 132,800.40 $ 67.038231 $ 11,619.96 $ 139,439.52 $ 70.388365 $ 12,200.65 $ 146,407.80 $ 72.149712 $ 12,505.95 $ 150,071.40 $ 73.954212 $ 12,818.73 $ 153,824.76 $ Resource Analyst II 696 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Service Coordinator-Inspector 792 3 D1 037 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 107.493346 $ 18,632.18 $ 223,586.16 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ Service Coord-Inspector(Fiber) 792F 3 D1 034 81.973038 $ 14,208.66 $ 170,503.92 $ 86.165769 $ 14,935.40 $ 179,224.80 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 104.876135 $ 18,178.53 $ 218,142.36 $ Sewer Inspection Technician 783 6 G 027 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ Sr Accounting Technician 208 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Sr Business Analyst 722 578 A 038 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 74.858885 $ 12,975.54 $ 155,706.48 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ Sr Center Coordinator 715 578 A 027 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ Sr Customer Service Rep 724 578 A 022 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ Sr Elec & Water Syst Op - Cert 777R 3 R6 040 100.539462 $ 17,426.84 $ 209,122.08 $ 105.773827 $ 18,334.13 $ 220,009.56 $ 111.169385 $ 19,269.36 $ 231,232.32 $ 116.683327 $ 20,225.11 $ 242,701.32 $ 122.570019 $ 21,245.47 $ 254,945.64 $ 125.644673 $ 21,778.41 $ 261,340.92 $ 128.702365 $ 22,308.41 $ 267,700.92 $ Sr Elec & Water System Operatr 777 3 D1 040 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 115.633038 $ 20,043.06 $ 240,516.72 $ 118.529827 $ 20,545.17 $ 246,542.04 $ 121.418077 $ 21,045.80 $ 252,549.60 $ All classifications on the Classified Salary Plan are FLSA "Non-Exempt" except Unit 4 classifications. Unit 4 classifications are eligible for MOU overtime. 3 of 5 City of Santa Clara
Classified Salary Plan
Effective: 08/03/2025
Approved: 7/15/2025
Job Title
Job Code
Union Code
Sal Plan Grade Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
Sr Elec Crew Foreperson 551 3 D1 551 99.713942 $ 17,283.75 $ 207,405.00 $ 104.699654 $ 18,147.94 $ 217,775.28 $ 109.934654 $ 19,055.34 $ 228,664.08 $ 115.431346 $ 20,008.10 $ 240,097.20 $ 121.203000 $ 21,008.52 $ 252,102.24 $ 124.233058 $ 21,533.73 $ 258,404.76 $ 127.338808 $ 22,072.06 $ 264,864.72 $ Sr Elec Meter Technician 729 3 D1 038 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ Sr Elec Util Elec Tech 785 3 D1 038 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ Sr Elec Util Eng 730 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Control-Comm 730I 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Distbn Plan 730D 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Fiber 730L 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Generation 730E 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Opr Planning 730F 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Prot Relay 730A 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Generation Tech 733 3 D1 038 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ Sr Electrical Estimator 726 3 D1 031 76.315154 $ 13,227.96 $ 158,735.52 $ 80.016577 $ 13,869.54 $ 166,434.48 $ 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ Sr Energy Systems Analyst 744 578 A 043 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 84.690923 $ 14,679.76 $ 176,157.12 $ 86.752154 $ 15,037.04 $ 180,444.48 $ 88.901654 $ 15,409.62 $ 184,915.44 $ Sr Engineer (Civil) 322 4 E 041 76.704173 $ 13,295.39 $ 159,544.68 $ 80.682288 $ 13,984.93 $ 167,819.16 $ 84.645577 $ 14,671.90 $ 176,062.80 $ 88.810327 $ 15,393.79 $ 184,725.48 $ 93.295962 $ 16,171.30 $ 194,055.60 $ 95.639538 $ 16,577.52 $ 198,930.24 $ 97.945846 $ 16,977.28 $ 203,727.36 $ Sr Engineering Tech 745 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Sr Human Resources Assistant 510 578 A 020 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ Sr Human Resources Technician 747 578 A 024 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ Sr Inspector 750 578 A 039 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ 80.608846 $ 13,972.20 $ 167,666.40 $ Sr Instrument & Control Tech 753 3 D1 038 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ Sr Key Customer Representative 752 578 A 039 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ 80.608846 $ 13,972.20 $ 167,666.40 $ Sr Library Asst 754 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Sr Library Asst-Public Svc 754B 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Sr Materials Handler 760 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Sr Permit Technician 766 578 A 027 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ Sr Planner 765 578 A 041 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 82.575231 $ 14,313.04 $ 171,756.48 $ 84.690923 $ 14,679.76 $ 176,157.12 $ Sr Plans Examiner 773 578 A 045 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 84.690923 $ 14,679.76 $ 176,157.12 $ 88.901654 $ 15,409.62 $ 184,915.44 $ 91.078269 $ 15,786.90 $ 189,442.80 $ 93.329481 $ 16,177.11 $ 194,125.32 $ Sr Public Safety Dispatcher 725 10 H2 034 62.199462 $ 10,781.24 $ 129,374.88 $ 65.374269 $ 11,331.54 $ 135,978.48 $ 68.619981 $ 11,894.13 $ 142,729.56 $ 72.014481 $ 12,482.51 $ 149,790.12 $ 75.749077 $ 13,129.84 $ 157,558.08 $ 77.669654 $ 13,462.74 $ 161,552.88 $ 79.597154 $ 13,796.84 $ 165,562.08 $ Sr Resource Analyst 771 578 A 043 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 84.690923 $ 14,679.76 $ 176,157.12 $ 86.752154 $ 15,037.04 $ 180,444.48 $ 88.901654 $ 15,409.62 $ 184,915.44 $ Staff Aide I 794 578 A 024 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ Staff Aide II 795 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Staff Aide II - Envir Programs 795A 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Staff Analyst I 796 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Staff Analyst II 797 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Street Maint Worker I 811 6 G 019 38.078596 $ 6,600.29 $ 79,203.48 $ 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ Street Maint Worker II 812 6 G 021 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 51.185077 $ 8,872.08 $ 106,464.96 $ Street Maint Worker III 813 6 G 023 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 53.626038 $ 9,295.18 $ 111,542.16 $ Street Maint Worker IV 814 6 G 029 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 59.091000 $ 10,242.44 $ 122,909.28 $ 60.508096 $ 10,488.07 $ 125,856.84 $ 62.040462 $ 10,753.68 $ 129,044.16 $ Street Sweeper Operator 825 6 G 028 47.557558 $ 8,243.31 $ 98,919.72 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 54.880385 $ 9,512.60 $ 114,151.20 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ 60.508096 $ 10,488.07 $ 125,856.84 $ Time & Material Clerk 845 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Traffic Operations Engineer 851 4 E 038 71.240827 $ 12,348.41 $ 148,180.92 $ 74.808462 $ 12,966.80 $ 155,601.60 $ 78.622385 $ 13,627.88 $ 163,534.56 $ 82.690096 $ 14,332.95 $ 171,995.40 $ 86.623442 $ 15,014.73 $ 180,176.76 $ 88.810327 $ 15,393.79 $ 184,725.48 $ 90.997154 $ 15,772.84 $ 189,274.08 $ Tree Trimmer II 780 6 G 026 45.347135 $ 7,860.17 $ 94,322.04 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 54.880385 $ 9,512.60 $ 114,151.20 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ Troubleshooter 860 3 D1 038 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ Underground Crew Leader 877 3 D1 036 86.165769 $ 14,935.40 $ 179,224.80 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 107.493346 $ 18,632.18 $ 223,586.16 $ 110.076635 $ 19,079.95 $ 228,959.40 $ Utility Business Systems Spc 569 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Utility Conserv/Effcy Coord 913 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Utility Crew Supervisor 881 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Utility Field Services Worker 897 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Utility Field Svcs Supervisor 896 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Utility Inspection Supervisor 467 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Utility Inspection Technician 469 6 G 027 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ Utility Locator (Fiber) 899 3 D2 022 61.441788 $ 10,649.91 $ 127,798.92 $ 64.567212 $ 11,191.65 $ 134,299.80 $ 67.743404 $ 11,742.19 $ 140,906.28 $ 71.131500 $ 12,329.46 $ 147,953.52 $ 74.714250 $ 12,950.47 $ 155,405.64 $ 76.501442 $ 13,260.25 $ 159,123.00 $ 78.314077 $ 13,574.44 $ 162,893.28 $ Utility Services Technician 892 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Utility Worker 895 6 G 019 38.078596 $ 6,600.29 $ 79,203.48 $ 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ Water & Sewer System Operator 902 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Water Resources Specialist 907 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Water Service Technician I 904 6 G 025 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 54.880385 $ 9,512.60 $ 114,151.20 $ 56.283981 $ 9,755.89 $ 117,070.68 $ Water Service Technician II 903 6 G 027 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ All classifications on the Classified Salary Plan are FLSA "Non-Exempt" except Unit 4 classifications. Unit 4 classifications are eligible for MOU overtime. 4 of 5 City of Santa Clara
Classified Salary Plan
Effective: 08/03/2025
Approved: 7/15/2025
Job Title
Job Code
Union Code
Sal Plan Grade Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
Water/Sewer Maint Worker I 914 6 G 019 38.078596 $ 6,600.29 $ 79,203.48 $ 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ Water/Sewer Maint Worker II 917 6 G 023 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 53.626038 $ 9,295.18 $ 111,542.16 $ All classifications on the Classified Salary Plan are FLSA "Non-Exempt" except Unit 4 classifications. Unit 4 classifications are eligible for MOU overtime. 5 of 5 City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-757 Agenda Date: 7/15/2025

REPORT TO COUNCIL

SUBJECT
Action on Monthly Financial Status and Investment Reports for May 2025

COUNCIL PILLAR
Enhance Community Engagement and Transparency

BACKGROUND
In compliance with the Charter of the City of Santa Clara and the adopted Investment Policy, the monthly financial report and monthly investment report for May 2025 are submitted for your information. The financial reviews, as of May 31, 2025, provide a year-to-date financial update to the City Council for fiscal year 2024/25. The analysis of the revenues collected and all expenditures measures the level of adherence to the established resource allocation plan and allows the City to monitor and project revenues and expenditures throughout the year.

The Amended Budget incorporates the estimated revenues and planned expenditures for all funds.

The attached Financial Status Report provide the budget to actual revenue and expenditure summaries for the General Fund, Special Revenue Funds and Enterprise Operating Funds, as well as expenditure summaries for Capital Improvement Funds and Fund Reserve Balances. Any significant variances are explained in the report.

In accordance with City Council Policy 051 - Donations to the City, a monthly activity and annual summary of donations received by department is included in these reports. Although the requirement of the policy is to report quarterly, the City will include this information monthly in the financial status report.

DISCUSSION
Monthly Financial Status Report (Attachment 1)
The attached Monthly Financial Status Report summarizes the City’s financial performance as of May 31, 2025 (Attachment 1). This report provides financial analysis for the General Fund, select Special Revenue Funds, Enterprise Operating Funds, and Capital Improvement Funds.

Attachment 1 shows that General Fund revenues (excluding transfers) at 95.3% of the budget through May 2025. Revenues are currently tracking to exceed budgeted levels with higher collections in several categories, including Sales Tax, Property Tax, Transient Occupancy Tax, and Intergovernmental revenues.

As shown in Attachment 1, General Fund expenditures (excluding transfers) were at 85% of budget through May 2025, which is below the par level of 91.7%. Overall, expenditures are tracking to end City of Santa Clara Page 1 of 3 Printed on 7/11/2025
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25-757 Agenda Date: 7/15/2025
the year with savings.

As shown in Attachment 1, total revenues for Enterprise Funds (Electric, Water, Sewer, Cemetery, Solid Waste, and Water Recycling) were at 94.3% of the budget through May 31, 2025, while total expenses were at 80%.

In the month of May, donations of $2,100 were received, bringing total donations to $33,956.

The Summer 2025 UCLA Anderson Forecast points to significant economic and geopolitical uncertainty with impacts associated with high tariffs and the federal budget reconciliation bill that is not anticipated to improve the U.S. fiscal trajectory. The Forecast predicts a deterioration in the labor market with higher unemployment in 2025 that will remain elevated through 2026 and 2027. Gross Domestic Product (GDP) growth is also expected to slow.

On a national level, the unemployment rate changed little from 4.2% in May 2025 to 4.1% in June 2025. The number of unemployed persons totaled 7.0 million, consistent with May numbers. In the third estimate for the first quarter 2025, the Gross Domestic Product (GDP) decreased at an annual rate of 0.5%, following a GDP increase of 2.4% in the fourth quarter 2024.

The California unemployment rate remain unchanged at 5.3% between April and May 2025. The unadjusted unemployment rate in the San José-Sunnyvale-Santa Clara Metropolitan Statistical Area (MSA) was 3.9% in May 2025, down slightly from a revised 4.0% in April 2025, but above the May 2024 estimate of 3.6%.

Staff will continue to closely monitor the General Fund revenues and the City’s overall financial performance.

Monthly Investment Report (Attachment 2)
All securities held by the City of Santa Clara as of May 31, 2025, were in compliance with the City’s Investment Policy Statement regarding current market strategy and long-term goals and objectives.

All securities held are rated “A” or higher by two nationally recognized rating agencies. There is adequate cash flow and maturity of investments to meet the City’s needs for the next six months.

The City’s investment strategy for May 2025 was to invest funds not required to meet current obligations in securities listed in the prevailing Investment Policy Statement, with maturities not to exceed five years form the date of purchase. This strategy ensures safety of the City’s funds, provides liquidity to meet the City’s cash needs, and with a reasonable portfolio return of 4.12% in May.

The Monthly Investment Report also now includes a Statement of Transactions, following the Investment Inventory, in accordance with California Municipal Treasurers Association investment policy guidelines.

ENVIRONMENTAL REVIEW
The actions being considered do not constitute “projects” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to section 15378(b)(4) of Title 14 of the California Code of Regulations in that they are fiscal activities that do not involve the commitment to a specific project which may result in a potentially significant physical impact on the environment.

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25-757 Agenda Date: 7/15/2025

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

COORDINATION
This report has been coordinated with the City Attorney’s Office.

PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] or at the public information desk at any City of Santa Clara public library.

RECOMMENDATION
Note and file the Monthly Financial Status Report and Monthly Investment Report for May 2025 as presented.

Reviewed by: Kenn Lee, Director of Finance
Approved by: Jovan D. Grogan, City Manager

ATTACHMENTS

1. Monthly Financial Status Report - May 2025

2. Monthly Investment Report - May 2025
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MONTHLY FINANCIAL STATUS REPORT
May 2025
1 City of Santa Clara
Financial Status Report as of May 31, 2025
This report summarizes the City’s financial performance for the month ended May 31, 2025. Financial analysis for the report is provided for the General Fund, select Special Revenue Funds, Enterprise Operating Funds, and Capital Improvement Funds. Financial information included in this report is unaudited.

Economic Outlook
In its Summer 2025 Forecast, the UCLA Anderson Forecast points to unprecedented levels of economic and geopolitical uncertainty with impacts associated with high tariffs and the federal budget reconciliation bill that is not anticipated to improve the U.S. fiscal trajectory. The Forecast predicts a deterioration in the labor market with higher unemployment in 2025 that will remain elevated through 2026 and 2027. “We do not anticipate the current strength of the labor market to persist, given the substantial headwinds facing the U.S. economy. High tariffs, particularly on intermediate inputs such as steel and aluminum, are expected to weaken the manufacturing sector as its products become increasingly costly and uncompetitive. The tariff-induced reduction in trade flows will also curtail economic activity in sectors that facilitate trade, specifically wholesale and retail trade, and transportation and warehousing. The elevated level of general economic uncertainty and the rise in long-term U.S. interest rates dampens hiring and investment activity. Lastly, the preemptive build-up of inventories to mitigate the impact of tariffs will result in a classic inventory overhang as these stockpiles are unwound.”
1 Given these economic factors, Gross Domestic Product (GDP) growth is also expected to slow.

UCLA Summer 2025 Economic Forecast
U.S. Unemployment Rate U.S. Quarterly Real GDP Growth Forecast 1 UCLA Anderson Forecast Summer 2025 Economic Forecast, “A Tariffying Amount of Uncertainty”, Clement Bohr 2 City of Santa Clara
Financial Status Report as of May 31, 2025
In the first quarter 2025 third estimate, the GDP decreased at an annual rate of 0.5%, following a GDP increase of 2.4% in the fourth quarter.

The decrease in the real GDP is a result of an increase in imports and decrease in government spending, partially offset by increases in investment and consumer spending. 2 2 https://www.bea.gov/news/2025/gross-domestic-product-1st-quarter-2025-third-estimate-gdp-industry-and-corporate-profits 3 City of Santa Clara
Financial Status Report as of May 31, 2025
On a national level, the unemployment rate changed little from 4.2% in May 2025 to 4.1% in June 2025. In June, the number of unemployed persons totaled 7.0 million, consistent with May levels.3 At the state level, the California unemployment rate remained unchanged at 5.3% between April and May 2025. This rate is slightly higher compared to the 5.2% rate in May 2024. Over the past year, California employers have added 92,900 nonfarm jobs.
4 The Summer 2025 UCLA Anderson Forecast for California assumes the state’s economy will grow at a slower rate that the U.S. in 2025 with a recovery beginning in 2026 and slightly faster growth in 2027. “The unemployment rate is expected to hit a peak of 6.1% this year. The average for 2025, 2026 and 2027 is expected to be 5.8%, 5.6% and 4.4% respectively. Our forecast for 2025, 2026 and 2027 is for total employment growth rates to be 0.1%, 0.8%, and 2.5%. Non-farm payroll jobs are expected to grow at a -0.1%, 0.4% and 1.9% rate during the same three years. Real personal income is forecast to grow by 1.6% in 2025, 1.3% in 2026 and 2.7% in 2027. Higher interest rates, shortages of construction labor and the rebuilding of damaged and destroyed homes lowered our residential construction forecast from March. Our expectation is for permitted new units to be 102K this year and grow to 115K by the end of 2027. Needless to say, this level of home building means that the prospect for the private sector building out of the housing affordability problem over the next three years is nil.”5 The unadjusted unemployment rate in the San José-Sunnyvale-Santa Clara Metropolitan Statistical Area (MSA) was 3.9% in May 2025, down slightly from a revised 4.0% in April 2025, but above the May 2024 estimate of 3.6%. Between May 2024 and May 2025, employment in this region decreased by 5,100 jobs, or 0.4%. Notable employment reductions were in professional and business services (down 5,000 jobs), manufacturing (down 3,200 jobs), and leisure and hospitality (down 3,000 jobs). The 3 https://www.bls.gov/news.release/pdf/empsit.pdf 4 https://edd.ca.gov/en/about_edd/news_releases_and_announcements/unemployment-may-2025/ 5 UCLA Anderson Forecast Spring 2025 Economic Forecast, “California’s Growth Doldrums”, Jerry Nickelsburg 4 City of Santa Clara
Financial Status Report as of May 31, 2025
largest increases were in private education and health services (up 7,300 jobs) and government (up 2,600 jobs).
6 San Jose-Sunnyvale-Santa Clara Metropolitan Statistical Area General Fund
The General Fund is the major operating fund for the City and includes multiple programs, services, and activities for the residents and businesses of the City. The adopted budget for operating revenues and expenditures for fiscal year 2024/25 was $310.7 million. The amended budget for revenues and expenditures was adjusted to $328.8 million to reflect carryover encumbrances from fiscal year 2023/24 and various budget amendments approved by the City Council through May 2025. Amendments approved by the City Council as part of the FY 2023/24 Budget Year-End Report are also reflected in the tables of this report.

General Fund revenues are tracking to exceed the budget and expenditures are tracking to end the year with savings.
6 https://labormarketinfo.edd.ca.gov/file/lfmonth/sjos$pds.pdf 5 City of Santa Clara
Financial Status Report as of May 31, 2025
General Fund Revenues
As of May 31, 2025, $290.4 million or 95.3% of the General Fund estimated revenue (excluding transfers) was received. Transfers and use of reserves of $24 million have occurred as budgeted.

Overall, revenues are projected to exceed the budget due to strong performance in several categories as discussed below.

Adopted Budget
Amended
Budget
Actual Through
05/31/2025
Percentage
Received
Actual Through
05/31/2024
$
Change From
Prior Year
Percentage
Change
TAXES
Sales Tax $ 62,900,000 $ 62,900,000 $ 60,546,921 96.26% $ 44,862,592 $ 15,684,329 34.96% Property Tax 94,391,000 94,391,000 83,105,896 88.04% 78,490,469 4,615,427 5.88% Transient Occupancy Tax 22,850,000 22,850,000 20,397,214 89.27% 17,096,035 3,301,179 19.31% Other Taxes 6,950,000 6,950,000 5,338,351 76.81% 5,483,764 (145,413) -2.65% Total Taxes 187,091,000 187,091,000 169,388,382 90.54% 145,932,860 23,455,522 16.07%

LICENSES & PERMITS
Business Licenses 6,000,000 6,000,000 4,904,489 81.74% 4,388,345 516,144 11.76% Fire Operation Permits 2,010,000 2,010,000 1,916,730 95.36% 1,699,765 216,965 12.76% Miscellaneous Permits 55,000 55,000 74,227 134.96% 18,210 56,017 307.62% Total Licenses & Permits 8,065,000 8,065,000 6,895,446 85.50% 6,106,320 789,126 12.92% FINES & PENALTIES 1,452,000 1,452,000 2,231,794 153.70% 2,245,356 (13,562) -0.60% INTERGOVERNMENTAL 970,000 2,323,853 4,639,119 199.63% 675,223 3,963,896 587.05% CHARGES FOR SERVICES 30,829,954 31,136,862 31,568,237 101.39% 30,052,531 1,515,706 5.04% SILICON VALLEY POWER TRANSFER 34,500,000 34,500,000 32,509,674 94.23% 30,167,730 2,341,944 7.76%

USE OF MONEY & PROPERTY
Interest 6,212,000 6,212,000 5,326,646 85.75% 2,645,712 2,680,934 101.33% Rent 13,028,187 13,028,187 11,240,502 86.28% 11,239,890 612 0.01% Total Use of Money & Property 19,240,187 19,240,187 16,567,148 86.11% 13,885,602 2,681,546 19.31% MISCELLANEOUS REVENUES 215,550 215,550 512,828 237.92% 563,588 (50,760) -9.01%

OTHER FINANCING SOURCES
Operating Transfer In - Storm Drain 1,454,000 1,454,000 1,454,000 100.00% 1,454,000 - 0.00% Operating Transfer In - Reserves 6,964,827 14,156,089 14,156,089 100.00% 8,097,132 6,058,957 74.83% Operating Transfer In - Fund Balances(1) 6,162,369 6,162,369 6,162,369 100.00% 4,759,683 1,402,686 29.47% Operating Transfer In - Miscellaneous 575,821 2,201,534 2,201,534 100.00% 746,044 1,455,490 195.09% Total Other Financing Sources 15,157,017 23,973,992 23,973,992 100.00% 15,056,859 8,917,133 59.22%

STADIUM OPERATION
Charges for Services 11,705,481 12,023,104 18,510,233 153.96% 11,777,236 6,732,997 57.17% Rent and Licensing 1,472,000 8,796,722 7,612,194 86.53% 250,000 7,362,194 2944.88% Total Stadium Operation 13,177,481 20,819,826 26,122,427 125.47% 12,027,236 14,095,191 117.19% TOTAL GENERAL FUND $ 310,698,189 $ 328,818,270 $ 314,409,048 95.62% $ 256,713,305 $ 57,695,743 22.47% (1) The Operating Transfer In - Fund Balances includes the carryover encumbrances of open purchase orders as of June 30, 2024 and mid year budget amendment from reserves.

Function

CITY OF SANTA CLARA

GENERAL FUND

REVENUE OVERVIEW AND COMPARISON BY TYPE
FISCAL YEAR 2024/25 PY REVENUE COMPARISON
6 City of Santa Clara
Financial Status Report as of May 31, 2025
General Fund Revenues
Sales Tax: The City of Santa Clara sales tax rate is 9.125%, of which the City receives 1.0%. As of May 31, 2025, $60.5 million has been collected, which is 35% higher than prior year collection levels.

Given the timing of payments, the sales tax payments through May account for actual activity from July 2024 through March 2025. In addition, $0.6 million has been received for the Proposition 172 Public Safety Sales Tax, which is consistent with the prior fiscal year.

In the first quarter of FY 2024/25 (July – September activity) receipts totaled $19.2 million, which was well above the prior year receipts of $15.1 million for the first quarter of FY 2023/24. Receipts of $20.2 million in the second quarter of FY 2024/25 (October – December 2024 activity) also significantly exceeded the $14.5 million collected in the same quarter last fiscal year. General sales tax receipts in the third quarter totaled $20.5 million and were up 40% from the same quarter in the prior fiscal year.

Overall, through the first three quarters of the fiscal year, collections were up an unprecedented 35% from the prior fiscal year. To better understand this performance, staff has been working with the City’s sales tax consultant, Avenu Insights/MuniServices and also contacted the California Department of Tax and Fee Administration for feedback. This growth reflects large one-time transactions from multiple taxpayers in each of the three quarters. In addition, there are a few top taxpayers that had significantly increased revenues in those quarters. The City also received larger proportional shares from the countywide pool as a result the increased allocations.

Given the very strong performance to date, collections are tracking to significantly exceed the adopted budget estimate of $62.9 million by $15 million - $18 million. A portion of this excess revenue was assumed for use in the development of the FY 2025/26 and FY 2026/27 Adopted Operating Budget and a portion was also used to support FY 2024/25 budget needs. To recognize these funds, an increase to the budget of $5.9 million (from $62.8 million to $68.8 million) was approved in June 2025 as part of the April Monthly Financial Report; this adjustment is not yet reflected in the table above.

Property Tax: $83.1 million in property tax receipts were received through May 2025, or 88% of the budget. Based on latest information from the County of Santa Clara, property tax receipts are projected to end the year at $96.9 million, which is above the Adopted Budget estimate of $94.4 million. The revenue from the Successor Agency sale of the Hyatt Hotel parcel that generated approximately $2.3 million for the City of Santa Clara is reflected in the Intergovernmental category below.

Transient Occupancy Tax (TOT): TOT is calculated as a percentage of City hotel/motel room charges. On January 1, 2025, the City’s TOT rate was increased from 12.5% to 13.5%. Through May 31, 2025, approximately $20.4 million was received, or 89.3% of the budget. This collection level was

19.3% above the $17.1 million received through May of the prior fiscal year. Growth of 2.2% is needed to meet the budgeted estimate of $22.9 million. Receipts are tracking to exceed the budget estimate by approximately $3 million.

Other Taxes: Includes franchise tax and documentary transfer tax. The City has collected approximately $5.3 million through May, including $4.2 million in franchise taxes and $1.1 million in 7 City of Santa Clara
Financial Status Report as of May 31, 2025
documentary transfer taxes. This collection level is consistent with last fiscal year levels and is tracking close to the budget estimate.

Licenses & Permits: Includes business licenses, fire operation permits, and miscellaneous permits and fees. Revenues are tracking below par with receipts totaling $6.9 million, or 85.5% of the $8.1 million budget. This collection level, however, is 12.9% above the prior year level with growth in each category. The largest collections were in business license taxes. Effective FY 2023/24, the City implemented a new business license tax methodology which is reflected in the receipts recorded this fiscal year totaling $4.9 million, or 81.7% of the budget. This collection level is lower than the amount recorded in the April Monthly Financial Report due to some corrections in booking. Business license tax receipts are tracking to end the year below the estimate of $6.0 million.

Fines & Penalties: Includes vehicle, parking, court fines, and miscellaneous penalty fines. Through May, revenue in this category totaled $2.2 million which is consistent with prior year collection levels and above the annual budget of $1.5 million.

Intergovernmental: Includes motor vehicle fees, state homeowner tax relief, state mandated reimbursement, fire-related grants and reimbursements, and redistribution of land sale proceeds and ground leases from the Successor Agency. Through May, approximately $4.6 million has been collected, exceeding the $2.3 million budget. The significant increase in collections in this category is due to the sale of the Hyatt land, accounting for $2.3 million. Additionally, a portion of the revenue in this category is attributed to Fire wildland deployment reimbursements. As part of the April Monthly Financial Report, actions to allocate the $2.3 million to the Land Sale Reserve and actions to recognize wildland reimbursements and appropriate them to the Fire Department were approved by the City Council. These actions are not yet reflected in this report.

Charges for Services: Includes various plan check and zoning-related fees, engineering fees, administrative fees, and community service revenue from various recreational activities. Through May, collections totaled approximately $31.6 million or 98.4% of the budget. This reflects a 5% increase compared to last year’s collections, primarily due to higher receipts from miscellaneous fees and interdepartmental charges.

Silicon Valley Power Transfer: In accordance with the City’s charter, Silicon Valley Power pays 5.0% of gross revenues to the General Fund. Transfers throughout the year are based on the budgeted estimate and will be trued up at the end of the fiscal year based on actual performance.

Use of Money & Property: Includes realized investment income and rental income. Through May, $16.6 million has been collected, or 86.1% of the budget. This collection level is 19.3% above the $13.9 million received last fiscal year primarily due to higher interest earnings collected in the current year.

Miscellaneous Revenues: Includes developer fees, donations, damage recovery, sale of surplus, and one-time miscellaneous revenues. Through May, collections total $0.5 million, which is slightly lower than prior year collection levels but above the budget estimate of $0.2 million. 8 City of Santa Clara
Financial Status Report as of May 31, 2025
Stadium Operation: Through May 31, 2025, approximately $26.1 million has been collected through charges for services and rent. Of this amount, $7.3 million represents settlement funds related to performance-based rent from FY 2022/23 and FY 2023/24 and $6.2 million represents the Stadium Authority’s year-end excess revenue distribution to the City’s General Fund. The use of the excess revenue was assumed in the development of the FY 2025/26 and FY 2026/27 Adopted Operating Budget, and an associated budget action was approved in the April Monthly Financial Report to recognize those funds. Receipts through May also include reimbursements of $435,000 from the Bay Area Host Committee for planning costs incurred for Super Bowl LX and FIFA World Cup 2026 events.

Of that amount, $380,000 was recognized and appropriated as part of the April Monthly Financial Report. The adjustments from the April Monthly Financial Report are not yet reflected in the Amended Budget in the table above.
9 City of Santa Clara
Financial Status Report as of May 31, 2025
General Fund Expenditures
As of May 31, 2025, $283.4 million or 86.2% of the General Fund operating budget had been expended, which is higher than prior year expenditure levels. Excluding transfers, expenditures totaled $256.6 million, or 85% of the budget, which is below par (91.7% through May). Transfers of $26.8 million have occurred as budgeted. Overall, expenditures in the General Fund are tracking to end the year with savings.

Adopted Budget
Amended
Budget
Actual Through
05/31/2025
Percentage
Used
Actual Through
05/31/2024
$
Change From
Prior Year
Percentage
Change

GENERAL GOVERNMENT
Non-Departmental $ 17,622,136 $ 18,852,222 $ 12,478,805 66.19% $ 10,962,858 $ 1,515,947 13.83% City Council 1,196,923 1,196,923 1,009,742 84.36% 1,035,760 (26,018) -2.51% City Clerk 2,102,267 2,186,267 2,042,764 93.44% 1,664,253 378,511 22.74% City Manager 8,222,051 8,080,316 4,171,654 51.63% 4,067,965 103,689 2.55% City Attorney 3,357,661 3,440,037 2,774,948 80.67% 2,612,955 161,993 6.20% Human Resources 4,845,256 5,377,027 3,761,263 69.95% 3,137,874 623,389 19.87% Finance 21,008,682 21,875,123 19,470,971 89.01% 16,104,862 3,366,109 20.90% Total General Government 58,354,976 61,007,915 45,710,147 74.92% 39,586,527 6,123,620 15.47% PUBLIC WORKS 26,347,463 28,226,582 23,561,071 83.47% 22,083,195 1,477,876 6.69% COMMUNITY DEVELOPMENT 5,575,313 5,774,721 4,386,799 75.97% 4,517,254 (130,455) -2.89% PARKS AND RECREATION 23,172,047 23,956,989 19,267,775 80.43% 18,958,054 309,721 1.63%

PUBLIC SAFETY
Fire 66,292,191 68,569,407 63,048,472 91.95% 59,506,157 3,542,315 5.95% Police 92,074,298 92,776,102 82,454,712 88.87% 77,461,929 4,992,783 6.45% Total Public Safety 158,366,489 161,345,509 145,503,184 90.18% 136,968,086 8,535,098 6.23% LIBRARY 11,732,505 12,230,197 10,716,803 87.63% 9,385,496 1,331,307 14.18% DEPARTMENTAL TOTAL 283,548,793 292,541,913 249,145,779 85.17% 231,498,612 17,647,167 7.62%

OTHER FINANCING USES
Operating Transfer Out - Miscellaneous 626,778 1,742,520 1,742,520 100.00% 1,353,809 388,711 28.71% Operating Transfer Out - Debt Services 1,405,940 1,405,940 1,405,940 100.00% 1,402,440 3,500 0.25% Operating Transfer Out - Maintenance Dtrct 977,546 977,546 977,546 100.00% 942,413 35,133 3.73% Operating Transfer Out - Cemetery 823,000 823,000 823,000 100.00% 796,000 27,000 3.39% Operating Transfer Out - CIP 14,204,882 14,504,188 14,504,188 100.00% 7,305,499 7,198,689 98.54% Operating Transfer Out - Reserves - 7,324,722 7,324,722 100.00% - 7,324,722 N/A Total Other Financing Uses 18,038,146 26,777,916 26,777,916 100.00% 11,800,161 14,977,755 126.93% STADIUM OPERATION 9,111,250 9,498,441 7,495,219 78.91% 9,210,285 (1,715,066) -18.62% TOTAL GENERAL FUND $ 310,698,189 $ 328,818,270 $ 283,418,915 86.19% $ 252,509,058 $ 30,909,856 12.24% Function

CITY OF SANTA CLARA

GENERAL FUND

EXPENDITURES OVERVIEW AND COMPARISON BY FUNCTION
FISCAL YEAR 2024/25 PY EXPENDITURES COMPARISON
10 City of Santa Clara
Financial Status Report as of May 31, 2025
General Fund Expenditures
Below is an explanation of certain budget to actual expenditure variances by program.

Non-Departmental: Includes expenditures that are not attributable to a single department, but a function of the City in general. Through May, expenditures totaled $12.5 million, or 66.2% of the budget.

These expenditures are below par of 91.7%, but higher than prior year levels. This increase is primarily due to higher spend in the salaries and benefits categories, miscellaneous services and supplies, and citywide insurance payments.

City Attorney: Actual expenditures through May totaled approximately $2.8 million, which is 80.7% of the budget, which is below par. Spending is 6% higher than the total expenditures through the same time last fiscal year.

City Clerk: Through May, actual expenditures were tracking at $2.0 million or approximately 93.4% of the budget, which is slightly above par. This expenditure level reflects a 22.7% increase compared to last fiscal year due to costs that are incurred every other year, such as election costs. A budget amendment to increase the elections budget by $29,000 (from $502,000 to $531,000) was approved through the April Monthly Financial Report to account for the higher costs; this adjustment is not yet reflected in the table above.

City Council: Through May, expenditures of $1.0 million were at 84.4% of budget, which is below par.

Expenditures are slightly below spend when compared to prior fiscal year levels due to lower operating supplies and as-needed spend.

City Manager: The actual expenditures through May totaled $4.2 million, or 51.6% of the budget, which is below par for this time of the year. Expenditures are slightly above the spending level through the same period last fiscal year.

Community Development Department: This department consists of three divisions: Planning, Building, and Housing and Community Services. The Building Division of this department is reflected in the Building Development Services Fund, which falls under the special revenue section of this report.

Through May, departmental expenditures for the Planning and Housing and Community Services divisions totaled $4.4 million, or 76% of the budget, which is below par of 91.7%. This expenditure level is slightly below the prior year spend levels.

Finance Department: Through May 31, 2025, the Department’s expenditures totaled $19.5 million, or 89% of the budget, which is slightly below par. This expenditure level was approximately 20.9% higher than through the same period last year. The current year spend reflects higher salaries and benefits, operating supplies, and contractual services costs, primarily related to PeopleSoft and the Questica Budget System. A budget adjustment of $550,000 for one-time licensing costs for Peoplesoft that are tied to the City’s budget size was approved as part of the April Monthly Financial Report, which is not yet reflected.
11 City of Santa Clara
Financial Status Report as of May 31, 2025
Fire Department: Through May, actual expenditures totaled $63.0 million, or 92% of the budget, which is close to par. These expenditures reflect a 6% increase from last fiscal year due to higher expenditures across the overtime and non-personnel categories including operating supplies, contractual services, and capital outlay. Overtime expenditures are tracking over budget at 99% due, in part, to overtime expenditures related to mutual aid deployment efforts. These costs are reimbursable, and budget actions have been approved by City Council as part of the FY 2023/24 Budget Year-End Report and Monthly Financial Reports to recognize and appropriate these reimbursements. A budget action was also approved in the April Monthly Financial Report to recognize and appropriate additional revenue received, but this adjustment is not yet reflected in the table. Excluding mutual aid-related costs, the overtime budget is 160% expended through May. Overtime is used to backfill for shift absences and vacant shift positions to maintain daily minimum staffing. Overtime expenditures have exceeded the overtime budget as the current absence rate exceeds the estimate used in the development of the budget.

Through May, absences are down 3% (from 77,906 to 75,230 hours) when compared with the prior fiscal year but remain above historical levels. Absences are trending high in the areas of injury, sick leave, and vacation usage. It is important to note that employees can elect for compensatory time over overtime pay when backfilling shift absences, which increases the need to backfill when the compensatory time is used. Through May, the compensatory time payouts total $1.66 million, which is above historical levels but 20% below the payouts of $2.07 million experienced through May of last fiscal year.

Expenditures were tracking to end the year above budget by approximately $2.1 million to $2.7 million.

Additional funding of $2.65 million was added to the departmental budget as part of the April Monthly Financial Report to conservatively address this potential overage. Of this amount, $952,000 was offset by ambulance transport revenue. The adjustments from the April Monthly Financial Report are not yet reflected in the Amended Budget in the table above.

Library Department: Through May, actual expenditures totaled $10.7 million, or 87.6% of the budget, which is below par, but 14% higher than expenditure levels last fiscal year. The higher spending is primarily in the salaries and benefits, contractual services, and maintenance categories.

Parks and Recreation Department: Through May, actual expenditures totaled $19.3 million, or 80.4% of the budget, which is below par and consistent with last fiscal year spend.

Police Department: Expenditures through May are tracking below par at $82.5 million, or 88.9% of the budget; this is approximately 6.4% higher than prior year spending. The higher spend is primarily in the salaries and benefits and IT subscription categories.

Stadium Operation: Stadium operating expenditures are incurred first and billed on a reimbursement basis creating a timing difference in revenue recognition. Stadium expenditures totaled $7.5 million through May, which is 18.6% lower when compared to prior year levels. This is primarily due to fewer ticketed Non-NFL events and NFL games being held in the current year, resulting in lower as needed and overtime spend. The Stadium hosted four ticketed Non-NFL events and ten NFL games through 12 City of Santa Clara
Financial Status Report as of May 31, 2025
May, and these costs are fully reimbursed by the Stadium Manager and the Stadium Authority. The Bay Area Host Committee also provides reimbursement for expenses incurred related to Super Bowl LX and FIFA World Cup 2026 planning costs. An action was approved in the April Monthly Financial Report to recognize and appropriate costs already incurred and anticipated through the end of the fiscal year for the planning and training costs associated with the 2026 major events; this action is not reflected in the table.
13 City of Santa Clara
Financial Status Report as of May 31, 2025
Special Revenue Funds
The table below is a summary of revenues and expenditures of select Special Revenue Funds as of May 31, 2025. The amended budget reflects carryover encumbrances from fiscal year 2023/24 and budget amendments approved by the City Council through May 2025.

Revenues totaled approximately $25.8 million, while expenditures totaled approximately $22.1 million through the end of May. Both revenue and expenditures are tracking below par of 91.7%. In the Building Development Services Fee Fund and Fire Development Services Fee Fund, developmentrelated fees and expenditures are tracking above prior year levels. In the City Affordable Housing Fund, the lower spend compared to the prior year is due to a loan disbursement that occurred in FY 2023/24.

The variance in revenue in the Housing funds reflects changes in the interest collections compared to the previous year. Higher grant receipts and spend have been recorded in the Housing and Urban Development Fund, which reflects activity in CDBG and HOME grant funded projects.

Actual Actual $
Fund Adopted Amended Through Percentage Through Change From Percent Description Budget Budget 5/31/2025 Received 5/31/2024 Prior Year Change Building Development Services Fee
Fund
$ 16,164,000 $ 16,185,431 $ 16,952,627 104.74% 15,202,594 $ $ 1,750,033 11.51% City Affordable Housing Fund 1,168,177 1,168,177 1,135,854 97.23% 577,137 558,717 96.81% Fire CUPA Fund 0 0 182,961 N/A 0 182,961 N/A
Fire Development Services Fee
Fund
3,277,500 3,277,500 3,844,315 117.29% 3,473,176 371,139 10.69% Housing and Urban Development 2,532,068 7,247,563 2,422,412 33.42% 1,002,060 1,420,352 141.74% Housing Authority Fund 252,496 252,496 50,629 20.05% 397,739 (347,110) -87.27% Housing Successor Fund 1,306,326 1,306,326 1,166,346 89.28% 402,909 763,437 189.48% TOTAL $ 24,700,567 $ 29,437,493 $ 25,755,144 87.49% 21,055,615 $ $ 4,699,529 22.32% Actual Actual $
Fund Adopted Amended Through Percentage Through Change From Percent Description Budget Budget 5/31/2025 Used 5/31/2024 Prior Year Change Building Development Services Fee
Fund
$ 15,044,148 $ 17,323,919 $ 14,700,565 84.86% 13,087,043 $ $ 1,613,522 12.33% City Affordable Housing Fund 1,593,647 12,242,276 873,526 7.14% 3,236,938 (2,363,412) -73.01% Fire CUPA Fund 0 535,696 87,586 16.35% 0 87,586 N/A
Fire Development Services Fee
Fund
3,387,922 3,387,922 3,216,785 94.95% 2,859,390 357,395 12.50% Housing and Urban Development 2,532,068 8,192,912 2,557,173 31.21% 1,099,313 1,457,860 132.62% Housing Authority Fund 468,931 511,389 147,077 28.76% 154,099 (7,022) -4.56% Housing Successor Fund 902,579 1,012,590 525,126 51.86% 687,094 (161,968) -23.57% TOTAL $ 23,929,295 $ 43,206,704 $ 22,107,838 51.17% 21,123,877 $ $ 983,961 4.66%

PRIOR YEAR EXPENDITURE COMPARISON

CITY OF SANTA CLARA

SPECIAL REVENUE FUNDS

REVENUE AND EXPENDITURES - OVERVIEW AND COMPARISON BY FUND REVENUE - FISCAL YEAR 2024/25 PRIOR YEAR REVENUE COMPARISON EXPENDITURES - FISCAL YEAR 2024/25
14 City of Santa Clara
Financial Status Report as of May 31, 2025
Internal Service Funds
The table below displays the expenditures in the internal service funds across the City. The amended budget reflects current year appropriations, prior year carryover, and budget amendments approved through May 2025. As of May 31, 2025, the internal service fund expenditures totaled $48.1 million, or 74% of the amended budget. The significant increase in spend in the Communication Acquisitions Fund is due to the purchase of new public safety radios to replace the inventory that had reached the end of its useful life. The Vehicle Replacement Fund’s increase in expenditures reflect additional vehicle replacements in the City’s fleet. In the Special Liability Insurance Fund, a large settlement paid by the City was incurred in March.

Actual Actual $
Fund Adopted Amended Through Percentage Through Change From Percent Description Budget Budget 5/31/2025 Used 5/31/2024 Prior Year Change Communication Acquisitions Fund $ 1,067,904 $ 7,126,624 $ 5,926,859 83.17% $ 311,831 $ 5,615,028 1800.66% Fleet Maintenance and Operations
Fund
5,939,015 6,172,901 5,304,264 85.93% 5,219,588 84,676 1.62% Information Technology Services
Fund
15,439,338 17,045,167 11,209,915 65.77% 11,187,293 22,622 0.20% Public Works Capital Projects
Management Fund
4,373,674 5,157,651 3,671,556 71.19% 3,470,461 201,095 5.79% Special Liability Fund 6,530,000 12,230,306 10,456,862 85.50% 4,989,208 5,467,654 109.59% Unemployment Insurance Fund 110,000 135,000 74,713 55.34% 54,056 20,657 38.21% Vehicle Replacement Fund 5,827,284 10,702,070 6,449,397 60.26% 4,908,439 1,540,958 31.39% Workers' Compensation Fund 6,437,000 6,437,000 5,011,749 77.86% 5,600,375 (588,626) -10.51% TOTAL $ 45,724,215 $ 65,006,719 $ 48,105,315 74.00% 35,741,251 $ $ 12,364,064 34.59%

CITY OF SANTA CLARA

INTERNAL SERVICE FUNDS

EXPENDITURES - OVERVIEW AND COMPARISON BY FUND
EXPENDITURES - FISCAL YEAR 2024/25 PRIOR YEAR EXPENDITURE COMPARISON 15 City of Santa Clara
Financial Status Report as of May 31, 2025
Governmental Capital Improvement Funds
The table below lists the revenue for selected capital improvement funds. The amended budget reflects current year appropriations, prior year carryover, and budget amendments approved through May 2025. As of May 31, 2025, the capital fund revenue totaled $20.7 million, or 52.8% of the amended budget. In the City Affordable Housing Capital Fund, revenue collected reflects housing impact fees. In the Streets and Highways Capital Fund, the majority of the revenue collected reflects revenue from other agencies, grant funding, as well as VTA Measure B funds. The Parks and Recreation Capital Fund total reflects $2.9 million collected in Quimby Fee Act revenue, $1.5 million collected in Mitigation Fee Act revenue as well as $1.5 million interest earnings. The remaining $2.6 million reflects grant funding received for the Central Park Magical Bridge project.

REVENUE - FISCAL YEAR 2024/25
Actual
Fund Current Year Prior Year Total Amended Through Percentage Description Appropriation Carryforward Budget 5/31/2025 Used City Affordable Housing Capital Fund $ - $ - $ - $ 3,479,128 NA General Gov't - Other 11,574 - 11,574 11,574 100.00%
Parks & Recreation - 3,349,489 3,349,489 8,439,938 251.98% Related Santa Clara Developer 795,344 - 795,344 500,344 62.91% Storm Drain 1,786,902 3,000,000 4,786,902 1,541,374 32.20% Streets & Highways 6,933,849 19,534,183 26,468,032 6,514,791 24.61% Tasman East Specific Infrastructure
Improvement Fund
3,734,932 - 3,734,932 187,238 5.01%
TOTAL $ 13,262,601 $ 25,883,672 $ 39,146,273 $ 20,674,387 52.81%

CITY OF SANTA CLARA

GOVERNMENTAL CAPITAL IMPROVEMENT FUNDS

REVENUE - OVERVIEW AND COMPARISON BY SELECTED FUND
The table below lists the total amended budgeted amounts for expenditures in the Capital Improvement Funds. Similar to the revenue table, the amended expenditure budgets consist of current year appropriations, prior year carryover encumbrance balances in Governmental Capital Improvement Funds, and budget amendments approved through May 2025. As of May 31, 2025, capital fund expenditures totaled $29.4 million, or 16% of the amended budget.

As part of the adoption of the FY 2024/25 and FY 2025/26 biennial capital improvement program budget, some capital funds were carried over for projects that were not anticipated to be completed by June 30, 2024. Necessary additional adjustments to the capital carryover amounts were included as part of the FY 2023/24 Budget Year End Report approved on December 3, 3024 and are reflected in the tables below.
16 City of Santa Clara
Financial Status Report as of May 31, 2025
EXPENDITURES - FISCAL YEAR 2024/25
Actual
Fund Current Year Prior Year Total Amended Through Percentage Description Appropriation Carryforward Budget 5/31/2025 Used Fire $ 2,360,137 $ 550,295 $ 2,910,432 $ 869,938 29.89% General Gov't - Other 5,024,583 9,675,140 14,699,723 1,690,362 11.50% Library 412,660 261,190 673,850 19,068 2.83%
Parks & Recreation 21,061,911 22,186,879 43,248,790 3,089,132 7.14% Public Buildings 6,886,276 3,933,806 10,820,082 1,706,469 15.77% Related Santa Clara Developer 1,189,335 19,828 1,209,163 699,695 57.87% Storm Drain 3,794,643 6,658,409 10,453,052 1,418,023 13.57% Streets & Highways 50,361,556 46,415,359 96,776,915 19,843,701 20.50% Tasman East Specific Infrastructure
Improvement Fund
1,432,193 1,424,215 2,856,408 24,619 0.86%
TOTAL $ 92,523,294 $ 91,125,121 $ 183,648,415 $ 29,361,007 15.99%

SUMMARY OF EXPENDITURES

CITY OF SANTA CLARA

GOVERNMENTAL CAPITAL IMPROVEMENT FUNDS
17 City of Santa Clara
Financial Status Report as of May 31, 2025
Enterprise Funds
The table below is a summary of revenues and expenses for the Enterprise Operating Funds as of May 31, 2025. Overall, revenues are tracking slightly above budgeted estimates, while expenditures are tracking below budgeted levels.

Actual Actual $
Fund Adopted Amended Through Percentage Through Change From Percent Description Budget Budget 5/31/2025 Received 5/31/2024 Prior Year Change Cemetery Fund $ 750,000 $ 750,000 $ 624,410 83.25% $ 510,765 $ 113,645 22.25% Electric Utility Fund 893,397,959 893,397,959 842,492,692 94.30% 636,031,646 206,461,046 32.46% Sewer Utility Fund 46,989,803 46,989,803 50,795,621 108.10% 78,280,275 (27,484,654) -35.11% Solid Waste Utility Fund 41,561,372 41,561,372 35,435,787 85.26% 33,671,304 1,764,483 5.24% Water Recycling Fund 8,507,338 8,507,338 9,432,197 110.87% 6,157,039 3,275,158 53.19% Water Utility Fund 64,096,935 64,096,935 56,823,556 88.65% 48,805,109 8,018,447 16.43% TOTAL REVENUE $ 1,055,303,407 $ 1,055,303,407 $ 995,604,263 94.34% 803,456,138 $ $ 192,148,125 23.92% Actual Actual $
Fund Adopted Amended Through Percentage Through Change From Percent Description Budget Budget 5/31/2025 Used 5/31/2024 Prior Year Change Cemetery Fund $ 1,628,800 $ 1,628,800 $ 1,044,190 64.11% $ 875,427 $ 168,763 19.28% Electric Utility Fund 649,513,582 672,335,619 526,223,463 78.27% 495,076,747 31,146,716 6.29% Sewer Utility Fund 38,762,083 39,278,049 38,149,734 97.13% 53,673,944 (15,524,210) -28.92% Solid Waste Utility Fund 40,775,942 43,928,485 34,257,375 77.98% 30,570,154 3,687,221 12.06% Water Recycling Fund 9,307,289 10,982,389 9,547,764 86.94% 5,842,560 3,705,204 63.42% Water Utility Fund 57,614,177 58,830,207 51,679,344 87.84% 47,874,464 3,804,880 7.95% TOTAL - Operating
Appropriations
$ 797,601,873 $ 826,983,549 $ 660,901,870 79.92% 633,913,296 $ $ 26,988,574 4.26%

CITY OF SANTA CLARA

ENTERPRISE OPERATING FUNDS

REVENUE AND EXPENSES - OVERVIEW AND COMPARISON BY FUND
REVENUE - FISCAL YEAR 2024/25 PRIOR YEAR REVENUE COMPARISON EXPENSES - FISCAL YEAR 2024/25 PRIOR YEAR EXPENSE COMPARISON Both revenues and expenditures are tracking above the prior year. Revenue in the Electric Utility Fund is tracking above the prior year due primarily to bond proceeds of $130.6 million received in FY 2024/25. In the Sewer Utility Fund, revenue is tracking below the prior year due to the issuance of debt in FY 2023/24.

Revenues in the electric (which also includes the Electric Debt Service Fund), water, and sewer utility (which also includes the Sewer Debt Service Fund) and water recycling funds are primarily from customer service charges. The activity levels for these customer service charges also impact the resource and production costs on the expenditure side for these funds. 18 City of Santa Clara
Financial Status Report as of May 31, 2025
A summary of revenue and expenses in the Enterprise Capital Improvement Funds is detailed in the table below. Actual revenue through May 31, 2025, totaled $33.6 million, consisting primarily of developer contributions and load development fees in the Electric Utility Fund and sewer fees and reimbursements from the City of San José for the Regional Wastewater Facility in the Sewer Utility Fund. Enterprise capital fund expenses totaled $74.6 million, or 14.1% of the amended budget. Similar to the general government capital funds, capital funds were carried over from FY 2023/24 as part of the FY 2024/25 and FY 2025/26 budget adoption process for those projects that were not expected to be completed by June 30, 2024. Necessary additional adjustments to the capital carryover amounts were included as part of the FY 2023/24 Budget Year End Report approved on December 3, 2024, and are reflected below.

Actual
Fund Current Year Prior Year Total Amended Through Percentage Description Appropriation Carryforward Budget 5/31/2025 Used Convention Center Capital
Fund
$ 550,000 $ - $ 550,000 $ 550,000 100.00%
Electric Utility Fund 26,660,625 26,030,596 52,691,221 29,723,602 56.41% Sewer Utility Fund - - - 3,296,477 N/A
Solid Waste Utility Fund 258,000 - 258,000 12,301 4.77% Street Lighting (1) - - - 837 N/A
Water Utility Fund - - - 30,684 N/A
TOTAL - Revenue $ 27,468,625 $ 26,030,596 $ 53,499,221 $ 33,613,901 62.83% Actual
Fund Current Year Prior Year Total Amended Through Percentage Description Appropriation Carryforward Budget 5/31/2025 Used Cemetery Fund $ 22,524 $ 252,644 $ 275,168 $ 4,298 1.56% Convention Center Capital
Fund
2,699,999 1,723,150 4,423,149 1,866,520 42.20%
Electric Utility Fund 264,128,146 184,117,774 448,245,920 55,571,152 12.40% Sewer Utility Fund 24,421,888 24,213,217 48,635,105 11,354,483 23.35% Solid Waste Utility Fund 907,874 24,569 932,443 668,493 71.69% Street Lighting (1) 10,374,952 3,524,758 13,899,710 1,014,422 7.30% Water Recycling Fund 400,000 - 400,000 3,015 0.75%
Water Utility Fund 9,178,391 2,692,753 11,871,144 4,130,560 34.79%

TOTAL - CIP
Appropriations
$ 312,133,774 $ 216,548,865 $ 528,682,639 $ 74,612,943 14.11% EXPENDITURES - FISCAL YEAR 2024/25

CITY OF SANTA CLARA

ENTERPRISE CAPITAL IMPROVEMENT FUNDS

REVENUE AND EXPENSES - OVERVIEW AND COMPARISON BY SELECTED FUND REVENUE - FISCAL YEAR 2024/25
(1) Street Lighting fund is part of Electric Capital Improvement Funds 19 City of Santa Clara
Financial Status Report as of May 31, 2025
Fund Reserves
By policy, City Council established the City’s General Contingency Reserve, under which reserves for Budget Stabilization and Capital Projects were established. • Budget Stabilization Reserve is set aside for weathering economic downturns, emergency financial crisis, or disaster situations. The reserve target is equal to the expenditures of the City’s General Fund operations for three months (90-day or 25% General Fund Adopted Operating Budget). In FY 2024/25, the City Council approved an exception to the policy to allow the Reserve to drop to a minimum of 15% of expenditures. • Capital Projects Reserve earmarks funds for the Capital Improvement Program.

Other General Reserves and Enterprise Fund Reserves included in this report are highlighted as follows:
• Technology Fee Reserve is set aside to update and/or replace the City’s aging technology and to ensure internal controls are in compliance with current business standard and legal requirements.
• Land Sale Reserve is net proceeds from the sale of City-owned land, with interest earned on these funds available to be appropriated for General Fund operating expenditures. This reserve is available for appropriation by City Council action.
• The Electric Utility Rate Stabilization Reserve and Operations and Maintenance Reserve ensures sufficient operating cash is available to cover day-to-day expenses, address unforeseen cost increases or revenue shortfalls, and ensure debt service coverage. • The Replacement and Improvement Reserve in the Water and Sewer Utility Funds is for future capital improvement.

The table below summarizes select reserve balances.
20 City of Santa Clara
Financial Status Report as of May 31, 2025
DETAIL OF SELECTED FUND RESERVE BALANCES:

GENERAL

FUND ELECTRIC WATER
Budget Stabilization Reserve $ 68,933,228
Capital Projects Reserve 7,834,572
Land Sale Reserve 10,343,105
Technology Fee Reserve 2,477,529
Electric Rate Stabilization Fund Reserve $ 70,000,000
Electric Operations and Maintenance Reserve 257,000,000 Replacement & Improvement $ 303,090
TOTALS $ 89,588,434 $ 327,000,000 $ 303,090

CITY OF SANTA CLARA

RESERVE BALANCES
May 31, 2025
Donations to the City of Santa Clara
Donations received by department during the month of May 2025 and for fiscal year 2024/25 are shown in the table below.

Department May-25
Fiscal Year
2024/25
Year To Date Designated Use
City Manager's Office - 122 Help Your Neighbor
Parks & Recreation 2,100 7,570 Case Management
Parks & Recreation - 20 Community Garden
Parks & Recreation - 632 Reed/Grant Park Soccer Equipment Parks & Recreation - 5,687 Roberta Jones Jr. Theatre
Parks & Recreation - 19,925 Wade Brummal
TOTALS $ 2,100 $ 33,956
_____________________________________________________________________

MONTHLY INVESTMENT REPORT
May 2025
5 Attachment B: Statement of Transactions 13
City of Santa Clara
Monthly Investment Report

TABLE OF CONTENTS
Page #
1 Summary of Investment Portfolio 1
2 Summary of Investments 5
3 Investment Maturity Distribution Schedule 6
4 Attachment A: Investment Inventory With Market Value 7 1 CITY OF SANTA CLARA

SUMMARY OF INVESTMENT PORTFOLIO
All securities held by the City of Santa Clara as of May 31, 2025 were in compliance with the City's Investment Policy Statement regarding current market strategy and long-term goals and objectives. All securities held are rated A or higher by two nationally recognized rating agencies. There is adequate cash flow and maturity of investments to meet the City’s needs for the next six months. The following table provides the breakdown of the total portfolio among the City, the Sports and Open Space Authority (SOSA), and the Housing Authority (HA) as of May 31, 2025.

On May 31, 2025 the cost value and market value of the City's unrestricted pooled investment portfolio were $1,416,323,998 and $1,420,153,531 respectively. Investment Strategy and Market Update The Federal Reserve (Fed) held the target range for the overnight rate unchanged at 4.25% to 4.50% following the Federal Open Market Committee (FOMC) meeting on May7. In its press release, the Fed noted increased uncertainty around the economic outlook with increasing risks of both higher unemployment and higher inflation. During the press conference, Fed Chair Jerome Powell noted the uncertainty caused by larger-than-expected tariffs warranted patience. The month-over-month change in the Core Personal Consumption Expenditures Index (PCE), the Fed’s preferred measure of inflation, rose a modest 0.1%. The benign reading underscores the Fed’s ability to wait to see the impact of tariffs on the economy.

The May jobs report was broadly in line with expectations and showed 139,000 new jobs created in April while the unemployment rate remained stable at 4.2%. Headwinds are mounting, however, as initial jobless claims continue to increase, and the number of unemployed individuals is now at the highest level since October 2021.

Yields on 3-month, 2-year, and 10-year U.S. Treasuries ended May at 4.33%, 3.90%, and 4.40%, representing increases of+5 basis points (bps), +29 bps, and +24 bps, respectively. The steepness of the yield curve (measured by the yield difference between 2-and 10-year maturities) has remained near 0.50% for the majority of the past two months. Fixed income indices produced negative returns for the month due to higher yields with the exception of the shortest duration indices. The ICE BofA 3-month, 2-year, and 10-yearU.S. Treasury indices returned +0.36%, -0.29%, and -1.41%, respectively.

COST VALUE PERCENTAGE
City $1,415,190,806 99.92%
SOSA 8,623 0.00%
HA 1,124,569 0.08%
Unrestricted $1,416,323,998 100.00%
Restricted Bond Proceeds 2,449,430
Total Investments $1,418,773,428
2 The City's investment strategy for May 2025 was to invest funds not required to meet current obligations, in securities listed in the prevailing Investment Policy Statement, with maturities not to exceed five years from date of purchase. This strategy ensures safety of the City’s funds, provides liquidity to meet the City’s cash needs, and earns a reasonable portfolio return. PFM Asset Management LLC began actively managing the City’s securities portfolio on September 1, 2020. As of May 31, 2025, 53.19% of the City’s portfolio consists of U.S. Treasury Notes, 17.43% consists of California Asset Management Program (CAMP), 15.73% consists of investment grade Corporate Notes, 6.44% consists of investment grade Mortgage-Backed Securities, 5.71% consists of investment grade Asset-Back Securities, 0.53% consists of Negotiable Certificates of Deposit, 0.44% consists of Local Agency Investment Fund (LAIF), and 0.35% consists of Federal Agencies. In addition, City bond proceeds are invested in separate funds and are not included in the calculation of the City’s portfolio yield.

U.S. Treasury Notes

53.19%
Federal Agency Notes

0.35%
Corporate Notes

15.73%
Asset‐Backed Securities

5.71%
Negotiable Certificates of
Deposit

0.53%
Mortgage‐Backed Securities

6.44% Money Market Fund 0.01% Local Agency Investment Fund (LAIF)

0.44%
California Asset Management
Program (CAMP)

17.43%
Mutual Fund ‐ Traffic Mitigation
Bond Proceeds

0.17%
3 The City’s securities portfolio is benchmarked against the ICE BAML 1-5 US Treasury Index.

4.12%

4.37%

4.50%

0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00% Securities Portfolio Yield at Cost vs Index 24-Month Average of Yield at Market Securities Portfolio (yield at cost)City's Benchmark Index (24-month rolling average market yield)BofA 1-5 AAA-A Corp & Gov't Index (24-month rolling average market yield) 4 The following table summarizes the investment yields other information of the City’s investment portfolio components, along with comparable-maturity market indices. Also shown are the monthly interest income and aggregate year-to-date income.

Current Month
5/31/2025
Investment Yield
Liquidity Portfolio1 4.36%LAIF average monthly yield 4.27%Securities Portfolio2 4.12%ICE BAML 1‐5 US Treasury Index (24‐month rolling average market yield) 4.37%ICE BAML 1‐5 AAA‐A US Corporate & Government Index (24‐month rolling average market yield) 4.50%
City Portfolio (Liquidity + Securities) 4.16%Investment Total Return* Securities Portfolio -0.23%
ICE BAML 1‐5 US Treasury Index -0.36%ICE BAML 1‐5 AAA‐A US Corporate & Government Index -0.28%Average Maturity of Investments (in years) Liquidity Portfolio1 0.11
Securities Portfolio2 2.86City Portfolio (Liquidity + Securities) 2.35ICE BAML 1‐5 US Treasury Index 2.74ICE BAML 1‐5 AAA‐A US Corporate & Government Index 2.79Cash Interest Income Current Month3 $ 3,818,154 Cash Interest Income Fiscal Year‐To‐Date3 $ 42,766,398

1. Consists of CAMP Pool, LAIF, Dreyfus Traffic Mitigation Fund, & Principal Sweep Account 2. Core long term portfolio managed by PFM Asset Management 3. Cash basis * Total rate of return including earnings, distributions, and capital appreciation/depreciation of all portfolio assets 5 CITY OF SANTA CLARA
SUMMARY OF INVESTMENTS MAY 31, 2025
PER
COST % OF INVESTMENT

INVESTMENT TYPE VALUE PORTFOLIO POLICY
U.S. Treasury Notes 754,647,463 53.19% No Limit
Federal Agency Notes 4,998,000 0.35% 80% Corporate Notes 223,171,796 15.73% 25% Asset-Backed Securities 81,019,794 5.71% 10% Negotiable Certificates of Deposit 7,500,000 0.53% 30% Mortgage-Backed Securities 91,302,980 6.44% 15% Money Market Fund 76,089 0.01% 10% Per Fund Local Agency Investment Fund (LAIF) 6,210,979 0.44% $75 M California Asset Management Program (CAMP) 247,396,897 17.43% No Limit Mutual Fund - Traffic Mitigation Bond Proceeds 2,449,430 0.17% 10% Per Fund TOTAL INVESTMENTS $ 1,418,773,428 100.00% 6 INVESTMENT MATURITY DISTRIBUTION
AS OF MAY 31, 2025

UNRESTRICTED POOLED PORTFOLIO

MATURITY NUMBER OF
(IN MONTHS) COST VALUE INVESTMENTS DISTRIBUTION
DEMAND (a) $ 193,683,964 (a) 3 13.68%
0 TO 6 102,174,277 13 7.21%
7 TO 12 29,970,508 5 2.12%
13 TO 18 104,703,927 8 7.39% 19 TO 24 124,327,651 17 8.78% 25 TO 30 195,282,762 19 13.78%
31 TO 36 134,725,993 20 9.51% 37 TO 42 142,736,804 28 10.08% 43 TO 48 128,299,862 24 9.06% 49 TO 54 161,882,621 21 11.43%
55 TO 60 98,535,629 19 6.96%
TOTAL $ 1,416,323,998 177 100.00%
Average Maturity of Unrestricted Pool: 2.35 Years
(a) $20 million is earmarked for the City's Electric Utility power-trading. 0%2%4%6%8%
10%12%14%16%18%20%22%24%

INVESTMENT MATURITY DISTRIBUTION

UNRESTRICTED POOLED PORTFOLIO
AS OF MAY 31, 2025
City of Santa Clara Monthly Report
5/31/2025
Description Issue Date Coupon Rate Maturity Date CUSIP Par Value S&P Rating Settle Date Cost Value YTM at Cost Market Value Unrealized G/LUNITED STATES TREASURY 4/30/2024 4.875% 4/30/2026 91282CKK6 4,995,000.00 AA+ 11/21/2024 5,032,462.50 0.00% 5,024,820.15 -7,642.35 UNITED STATES TREASURY 5/31/2024 4.875% 5/31/2026 91282CKS9 15,790,000.00 AA+ 11/21/2024 15,912,125.78 0.00% 15,898,003.60 -14,122.18 UNITED STATES TREASURY 9/15/2023 4.625% 9/15/2026 91282CHY0 19,355,000.00 AA+ 11/21/2024 19,456,311.33 4.32% 19,488,743.05 32,431.72UNITED STATES TREASURY 9/15/2023 4.625% 9/15/2026 91282CHY0 10,000,000.00 AA+ 10/3/2023 9,930,468.75 4.88% 10,069,100.00 138,631.25UNITED STATES TREASURY 10/16/2023 4.625% 10/15/2026 91282CJC6 9,975,000.00 AA+ 1/13/2025 10,019,809.57 4.35% 10,051,807.50 31,997.93 UNITED STATES TREASURY 11/15/2023 4.625% 11/15/2026 91282CJK8 24,250,000.00 AA+ 11/20/2024 24,413,876.95 4.27% 24,451,760.00 37,883.05UNITED STATES TREASURY 11/15/2023 4.625% 11/15/2026 91282CJK8 13,925,000.00 AA+ 10/16/2024 14,115,380.86 3.93% 14,040,856.00 -74,524.86UNITED STATES TREASURY 12/15/2023 4.375% 12/15/2026 91282CJP7 11,110,000.00 AA+ 12/18/2024 11,138,642.97 4.24% 11,169,882.90 31,239.93UNITED STATES TREASURY 1/31/2025 4.125% 1/31/2027 91282CMH1 4,065,000.00 AA+ 2/3/2025 4,058,013.28 4.22% 4,074,227.55 16,214.27 UNITED STATES TREASURY 1/31/2025 4.125% 1/31/2027 91282CMH1 2,400,000.00 AA+ 2/18/2025 2,394,281.25 4.25% 2,405,448.00 11,166.75UNITED STATES TREASURY 2/15/2024 4.125% 2/15/2027 91282CKA8 12,205,000.00 AA+ 12/19/2024 12,180,208.59 4.22% 12,234,536.10 54,327.51UNITED STATES TREASURY 4/15/2024 4.500% 4/15/2027 91282CKJ9 21,925,000.00 AA+ 11/20/2024 22,050,041.02 4.25% 22,145,127.00 95,085.98 UNITED STATES TREASURY 5/15/2017 2.375% 5/15/2027 912828X88 5,400,000.00 AA+ 8/8/2022 5,248,546.88 3.01% 5,244,534.00 -4,012.88 UNITED STATES TREASURY 5/15/2024 4.500% 5/15/2027 91282CKR1 15,280,000.00 AA+ 12/18/2024 15,373,112.50 4.23% 15,443,496.00 70,383.50 UNITED STATES TREASURY 5/15/2024 4.500% 5/15/2027 91282CKR1 2,200,000.00 AA+ 9/17/2024 2,257,492.19 3.46% 2,223,540.00 -33,952.19UNITED STATES TREASURY 6/17/2024 4.625% 6/15/2027 91282CKV2 27,665,000.00 AA+ 9/27/2024 28,426,868.16 3.55% 28,050,926.75 -375,941.41 UNITED STATES TREASURY 6/17/2024 4.625% 6/15/2027 91282CKV2 5,020,000.00 AA+ 10/22/2024 5,102,947.66 3.96% 5,090,029.00 -12,918.66UNITED STATES TREASURY 6/17/2024 4.625% 6/15/2027 91282CKV2 10,000,000.00 AA+ 10/16/2024 10,188,671.88 3.87% 10,139,500.00 -49,171.88UNITED STATES TREASURY 8/1/2022 2.750% 7/31/2027 91282CFB2 9,350,000.00 AA+ 9/14/2022 8,996,818.36 3.60% 9,129,807.50 132,989.14UNITED STATES TREASURY 8/15/1997 6.375% 8/15/2027 912810FA1 9,390,000.00 AA+ 10/5/2023 9,913,052.34 4.78% 9,882,223.80 -30,828.54 UNITED STATES TREASURY 8/15/2017 2.250% 8/15/2027 9128282R0 11,115,000.00 AA+ 9/6/2022 10,537,975.20 3.40% 10,732,532.85 194,557.65 UNITED STATES TREASURY 9/30/2022 4.125% 9/30/2027 91282CFM8 7,495,000.00 AA+ 10/11/2024 7,546,528.13 3.88% 7,536,297.45 -10,230.68 UNITED STATES TREASURY 9/30/2022 4.125% 9/30/2027 91282CFM8 3,785,000.00 AA+ 11/3/2022 3,760,308.79 4.27% 3,805,855.35 45,546.56 UNITED STATES TREASURY 10/31/2022 4.125% 10/31/2027 91282CFU0 42,865,000.00 AA+ 3/6/2025 43,010,788.41 4.02% 43,097,756.95 86,968.54UNITED STATES TREASURY 10/31/2022 4.125% 10/31/2027 91282CFU0 4,750,000.00 AA+ 1/31/2023 4,833,310.55 3.72% 4,775,792.50 -57,518.05UNITED STATES TREASURY 10/31/2022 4.125% 10/31/2027 91282CFU0 5,100,000.00 AA+ 12/13/2022 5,165,343.75 3.83% 5,127,693.00 -37,650.75UNITED STATES TREASURY 10/31/2022 4.125% 10/31/2027 91282CFU0 4,355,000.00 AA+ 12/8/2022 4,415,561.72 3.81% 4,378,647.65 -36,914.07UNITED STATES TREASURY 10/31/2022 4.125% 10/31/2027 91282CFU0 18,960,000.00 AA+ 10/11/2024 19,088,128.13 3.89% 19,062,952.80 -25,175.33UNITED STATES TREASURY 10/31/2022 4.125% 10/31/2027 91282CFU0 16,115,000.00 AA+ 9/17/2024 16,442,335.94 3.43% 16,202,504.45 -239,831.49UNITED STATES TREASURY 11/17/1997 6.125% 11/15/2027 912810FB9 3,100,000.00 AA+ 7/24/2024 3,288,058.59 4.14% 3,263,587.00 -24,471.59 UNITED STATES TREASURY 11/30/2022 3.875% 11/30/2027 91282CFZ9 7,130,000.00 AA+ 9/5/2024 7,182,917.97 3.63% 7,129,429.60 -53,488.37UNITED STATES TREASURY 1/3/2023 3.875% 12/31/2027 91282CGC9 8,255,000.00 AA+ 1/31/2023 8,320,459.57 3.70% 8,256,651.00 -63,808.57UNITED STATES TREASURY 1/3/2023 3.875% 12/31/2027 91282CGC9 7,325,000.00 AA+ 2/8/2023 7,333,583.98 3.85% 7,326,465.00 -7,118.98UNITED STATES TREASURY 1/3/2023 3.875% 12/31/2027 91282CGC9 4,850,000.00 AA+ 2/2/2023 4,906,078.13 3.62% 4,850,970.00 -55,108.13UNITED STATES TREASURY 1/3/2023 3.875% 12/31/2027 91282CGC9 7,175,000.00 AA+ 9/27/2024 7,247,030.27 3.54% 7,176,435.00 -70,595.27UNITED STATES TREASURY 1/31/2023 3.500% 1/31/2028 91282CGH8 7,505,000.00 AA+ 5/16/2023 7,508,517.97 3.49% 7,435,203.50 -73,314.47UNITED STATES TREASURY 2/28/2023 4.000% 2/29/2028 91282CGP0 8,080,000.00 AA+ 1/26/2024 8,063,587.50 4.05% 8,106,502.40 42,914.90UNITED STATES TREASURY 2/28/2023 4.000% 2/29/2028 91282CGP0 7,360,000.00 AA+ 5/16/2023 7,532,500.00 3.46% 7,384,140.80 -148,359.20UNITED STATES TREASURY 2/28/2023 4.000% 2/29/2028 91282CGP0 6,600,000.00 AA+ 3/7/2023 6,526,781.25 4.25% 6,621,648.00 94,866.75UNITED STATES TREASURY 2/28/2023 4.000% 2/29/2028 91282CGP0 5,215,000.00 AA+ 10/11/2024 5,230,685.74 3.90% 5,232,105.20 1,419.46UNITED STATES TREASURY 3/31/2023 3.625% 3/31/2028 91282CGT2 2,680,000.00 AA+ 5/4/2023 2,691,241.91 3.42% 2,663,250.00 -27,991.91UNITED STATES TREASURY 5/1/2023 3.500% 4/30/2028 91282CHA2 5,075,000.00 AA+ 5/2/2023 5,042,488.28 3.64% 5,024,047.00 -18,441.28UNITED STATES TREASURY 5/31/2023 3.625% 5/31/2028 91282CHE4 11,735,000.00 AA+ 6/5/2023 11,695,577.73 3.70% 11,654,380.55 -41,197.18 UNITED STATES TREASURY 5/31/2023 3.625% 5/31/2028 91282CHE4 10,115,000.00 AA+ 3/3/2025 10,002,391.60 3.99% 10,045,509.95 43,118.35 UNITED STATES TREASURY 5/31/2023 3.625% 5/31/2028 91282CHE4 8,285,000.00 AA+ 1/26/2024 8,149,074.22 4.04% 8,228,082.05 79,007.83UNITED STATES TREASURY 6/30/2023 4.000% 6/30/2028 91282CHK0 11,300,000.00 AA+ 7/10/2023 11,117,699.22 4.36% 11,344,183.00 226,483.78 6/10/2025 4:24 PM 1 of 6
Attachment A
City of Santa Clara Monthly Report
5/31/2025
Description Issue Date Coupon Rate Maturity Date CUSIP Par Value S&P Rating Settle Date Cost Value YTM at Cost Market Value Unrealized G/LUNITED STATES TREASURY 6/30/2023 4.000% 6/30/2028 91282CHK0 1,700,000.00 AA+ 7/3/2023 1,687,183.59 4.17% 1,706,647.00 19,463.41 UNITED STATES TREASURY 7/31/2023 4.125% 7/31/2028 91282CHQ7 4,950,000.00 AA+ 8/2/2023 4,921,962.89 4.25% 4,986,927.00 64,964.11UNITED STATES TREASURY 8/31/2023 4.375% 8/31/2028 91282CHX2 7,940,000.00 AA+ 1/26/2024 8,054,137.50 4.03% 8,057,829.60 3,692.10UNITED STATES TREASURY 8/31/2023 4.375% 8/31/2028 91282CHX2 1,735,000.00 AA+ 8/31/2023 1,742,726.17 4.28% 1,760,747.40 18,021.23UNITED STATES TREASURY 10/31/2023 4.875% 10/31/2028 91282CJF9 5,900,000.00 AA+ 1/4/2024 6,140,839.84 3.94% 6,083,254.00 -57,585.84UNITED STATES TREASURY 10/31/2023 4.875% 10/31/2028 91282CJF9 5,160,000.00 AA+ 1/8/2024 5,355,717.19 4.00% 5,320,269.60 -35,447.59UNITED STATES TREASURY 11/16/1998 5.250% 11/15/2028 912810FF0 11,160,000.00 AA+ 9/17/2024 11,969,100.00 3.37% 11,637,759.60 -331,340.40 UNITED STATES TREASURY 11/30/2023 4.375% 11/30/2028 91282CJN2 8,025,000.00 AA+ 1/26/2024 8,150,704.10 4.01% 8,148,825.75 -1,878.35 UNITED STATES TREASURY 1/2/2024 3.750% 12/31/2028 91282CJR3 14,950,000.00 AA+ 1/19/2024 14,770,132.81 4.02% 14,877,044.00 106,911.19UNITED STATES TREASURY 1/2/2024 3.750% 12/31/2028 91282CJR3 6,250,000.00 AA+ 1/4/2024 6,202,148.44 3.92% 6,219,500.00 17,351.56UNITED STATES TREASURY 1/31/2024 4.000% 1/31/2029 91282CJW2 6,400,000.00 AA+ 2/13/2024 6,367,750.00 4.11% 6,419,776.00 52,026.00UNITED STATES TREASURY 1/31/2024 4.000% 1/31/2029 91282CJW2 5,030,000.00 AA+ 2/14/2024 4,968,107.42 4.28% 5,045,542.70 77,435.28UNITED STATES TREASURY 1/31/2024 4.000% 1/31/2029 91282CJW2 4,735,000.00 AA+ 9/5/2024 4,814,348.24 3.58% 4,749,631.15 -64,717.09UNITED STATES TREASURY 2/16/1999 5.250% 2/15/2029 912810FG8 8,610,000.00 AA+ 7/24/2024 9,040,500.00 4.04% 9,038,519.70 -1,980.30UNITED STATES TREASURY 2/29/2024 4.250% 2/28/2029 91282CKD2 4,375,000.00 AA+ 9/27/2024 4,498,046.88 3.56% 4,426,450.00 -71,596.88UNITED STATES TREASURY 2/29/2024 4.250% 2/28/2029 91282CKD2 2,850,000.00 AA+ 3/7/2024 2,867,923.83 4.11% 2,883,516.00 15,592.17UNITED STATES TREASURY 4/1/2024 4.125% 3/31/2029 91282CKG5 10,050,000.00 AA+ 4/11/2024 9,938,900.39 4.37% 10,125,375.00 186,474.61UNITED STATES TREASURY 4/30/2024 4.625% 4/30/2029 91282CKP5 16,425,000.00 AA+ 4/30/2024 16,412,167.97 4.64% 16,841,373.75 429,205.78UNITED STATES TREASURY 4/30/2024 4.625% 4/30/2029 91282CKP5 5,625,000.00 AA+ 8/2/2024 5,809,570.31 3.86% 5,767,593.75 -41,976.56UNITED STATES TREASURY 5/31/2024 4.500% 5/31/2029 91282CKT7 4,950,000.00 AA+ 6/7/2024 4,993,892.58 4.30% 5,054,791.50 60,898.92UNITED STATES TREASURY 7/1/2024 4.250% 6/30/2029 91282CKX8 24,360,000.00 AA+ 9/5/2024 25,071,768.75 3.58% 24,654,025.20 -417,743.55 UNITED STATES TREASURY 7/1/2024 4.250% 6/30/2029 91282CKX8 1,100,000.00 AA+ 8/15/2024 1,128,953.73 3.67% 1,113,277.00 -15,676.73 UNITED STATES TREASURY 7/1/2024 4.250% 6/30/2029 91282CKX8 7,590,000.00 AA+ 7/3/2024 7,538,411.72 4.40% 7,681,611.30 143,199.58 UNITED STATES TREASURY 7/1/2024 4.250% 6/30/2029 91282CKX8 16,955,000.00 AA+ 7/3/2024 16,858,965.82 4.38% 17,159,646.85 300,681.03 UNITED STATES TREASURY 7/31/2024 4.000% 7/31/2029 91282CLC3 9,575,000.00 AA+ 9/17/2024 9,819,237.30 3.43% 9,600,469.50 -218,767.80UNITED STATES TREASURY 8/31/2022 3.125% 8/31/2029 91282CFJ5 10,650,000.00 AA+ 9/27/2024 10,429,095.70 3.59% 10,315,164.00 -113,931.70 UNITED STATES TREASURY 9/3/2024 3.625% 8/31/2029 91282CLK5 12,700,000.00 AA+ 9/5/2024 12,736,214.84 3.56% 12,547,219.00 -188,995.84UNITED STATES TREASURY 9/3/2024 3.625% 8/31/2029 91282CLK5 1,870,000.00 AA+ 9/3/2024 1,864,156.25 3.69% 1,847,503.90 -16,652.35 UNITED STATES TREASURY 9/30/2024 3.500% 9/30/2029 91282CLN9 5,575,000.00 AA+ 10/10/2024 5,481,792.97 3.87% 5,479,165.75 -2,627.22UNITED STATES TREASURY 9/30/2024 3.500% 9/30/2029 91282CLN9 5,185,000.00 AA+ 10/8/2024 5,101,756.45 3.86% 5,095,869.85 -5,886.60UNITED STATES TREASURY 10/31/2024 4.125% 10/31/2029 91282CLR0 3,175,000.00 AA+ 10/31/2024 3,172,395.51 4.14% 3,197,955.25 25,559.74UNITED STATES TREASURY 10/31/2024 4.125% 10/31/2029 91282CLR0 1,140,000.00 AA+ 11/15/2024 1,131,539.06 4.29% 1,148,242.20 16,703.14UNITED STATES TREASURY 12/2/2024 4.125% 11/30/2029 91282CMA6 13,100,000.00 AA+ 12/6/2024 13,123,539.06 4.08% 13,198,774.00 75,234.94UNITED STATES TREASURY 12/2/2024 4.125% 11/30/2029 91282CMA6 2,700,000.00 AA+ 12/31/2024 2,672,472.66 4.36% 2,720,358.00 47,885.34UNITED STATES TREASURY 12/2/2024 4.125% 11/30/2029 91282CMA6 5,200,000.00 AA+ 12/13/2024 5,178,265.63 4.22% 5,239,208.00 60,942.37UNITED STATES TREASURY 1/31/2025 4.250% 1/31/2030 91282CMG3 5,100,000.00 AA+ 2/5/2025 5,081,200.85 4.33% 5,162,934.00 81,733.15UNITED STATES TREASURY 1/31/2025 4.250% 1/31/2030 91282CMG3 1,115,000.00 AA+ 2/6/2025 1,115,261.33 4.24% 1,128,759.10 13,497.77UNITED STATES TREASURY 1/31/2025 4.250% 1/31/2030 91282CMG3 10,000.00 AA+ 1/31/2025 9,970.70 4.32% 10,123.40 152.70UNITED STATES TREASURY 2/28/2023 4.000% 2/28/2030 91282CGQ8 10,185,000.00 AA+ 3/6/2025 10,133,279.30 4.11% 10,206,897.75 73,618.45UNITED STATES TREASURY 4/30/2025 3.875% 4/30/2030 91282CMZ1 5,500,000.00 AA+ 5/20/2025 5,445,238.08 0.00% 5,478,110.00 32,871.92U.S. Treasury Bond / Note Subtotal 750,230,000.00 754,647,463.23 754,857,679.50 210,216.27 FREDDIE MAC 8/30/2022 4.050% 8/28/2025 3134GXS54 5,000,000.00 AA+ 8/30/2022 4,998,000.00 4.06% 4,993,800.00 -4,200.00 FHLMC Medium Term Note Subtotal 5,000,000.00 4,998,000.00 4,993,800.00 -4,200.00 6/10/2025 4:24 PM 2 of 6
Attachment A
City of Santa Clara Monthly Report
5/31/2025
Description Issue Date Coupon Rate Maturity Date CUSIP Par Value S&P Rating Settle Date Cost Value YTM at Cost Market Value Unrealized G/LFHLMC MULTIFAMILY STRUCTURED PASS THROU 1/1/2017 3.347% 11/1/2026 3137BTUM1 5,165,740.95 AA+ 5/24/2023 5,006,733.01 4.29% 5,090,682.73 83,949.72FHLMC MULTIFAMILY STRUCTURED PASS THROU 5/1/2017 3.224% 3/1/2027 3137BXQY1 8,000,000.00 AA+ 8/18/2023 7,546,250.00 4.94% 7,852,960.00 306,710.00 FHLMC MULTIFAMILY STRUCTURED PASS THROU 7/1/2017 3.243% 4/1/2027 3137F1G44 4,545,000.00 AA+ 8/18/2023 4,285,260.35 4.93% 4,458,690.45 173,430.10FHLMC MULTIFAMILY STRUCTURED PASS THROU 8/1/2017 3.117% 6/1/2027 3137F2LJ3 6,525,000.00 AA+ 8/22/2023 6,101,894.53 4.97% 6,385,887.00 283,992.47FHLMC MULTIFAMILY STRUCTURED PASS THROU 7/1/2023 4.819% 6/1/2028 3137HACX2 7,500,000.00 AA+ 7/20/2023 7,574,910.00 4.59% 7,600,275.00 25,365.00 FHLMC MULTIFAMILY STRUCTURED PASS THROU 7/1/2023 4.777% 6/1/2028 3137HAD45 6,019,797.64 AA+ 7/27/2023 6,019,647.16 4.78% 6,051,702.57 32,055.41FANNIE MAE-ACES 7/1/2023 4.182% 7/1/2028 3136BQDE6 8,357,951.74 AA+ 11/30/2023 8,033,754.45 5.14% 8,318,585.84 284,831.39 FANNIE MAE-ACES 7/1/2023 4.182% 7/1/2028 3136BQDE6 7,259,478.16 AA+ 7/31/2023 7,136,407.32 4.58% 7,225,285.97 88,878.65 FHLMC MULTIFAMILY STRUCTURED PASS THROU 10/1/2023 4.740% 8/1/2028 3137HAQ74 5,750,000.00 AA+ 10/19/2023 5,623,868.00 5.25% 5,818,712.50 194,844.50 FHLMC MULTIFAMILY STRUCTURED PASS THROU 2/1/2025 4.850% 1/1/2030 3137HJZY6 9,019,000.00 AA+ 2/27/2025 9,076,532.20 4.70% 9,189,008.15 112,475.95FHLMC MULTIFAMILY STRUCTURED PASS THROU 4/1/2025 4.478% 1/1/2030 3137HKQC1 10,570,000.00 AA+ 4/10/2025 10,643,049.27 4.32% 10,617,670.70 -25,378.57FHLMC MULTIFAMILY STRUCTURED PASS THROU 4/1/2025 4.410% 1/1/2030 3137HKXJ8 4,010,000.00 AA+ 4/24/2025 4,009,859.65 4.41% 4,020,225.50 10,365.85FHLMC MULTIFAMILY STRUCTURED PASS THROU 3/1/2025 4.430% 2/1/2030 3137HKPF5 5,960,000.00 AA+ 3/20/2025 5,959,934.44 4.43% 5,974,602.00 14,667.56

FHLMC MULTIFAMILY
STRUCTURED PASS THROU 5/1/2025 4.513% 2/1/2030 3137HLJA1 4,285,000.00 AA+ 5/29/2025 4,284,880.02 4.51% 4,310,495.75 25,615.73 Federal Agency Commercial Mortgage-Backed Security Subtotal 92,966,968.48 91,302,980.40 92,914,784.16 1,611,803.76 HONEYWELL INTERNATIONAL INC 5/18/2020 1.350% 6/1/2025 438516CB0 5,000,000.00 A 9/8/2021 5,097,900.00 0.82% 5,000,000.00 -97,900.00HONEYWELL INTERNATIONAL INC 5/18/2020 1.350% 6/1/2025 438516CB0 2,255,000.00 A 3/22/2022 2,181,960.55 2.41% 2,255,000.00 73,039.45ELI LILLY & COMPANY 3/5/2015 2.750% 6/1/2025 532457BH0 5,415,000.00 A+ 2/10/2022 5,559,255.60 1.91% 5,415,000.00 -144,255.60WALMART INC. 6/27/2018 3.550% 6/26/2025 931142ED1 5,700,000.00 AA 2/8/2022 6,011,847.00 1.87% 5,696,466.00 -315,381.00HERSHEY CO/THE 8/21/2015 3.200% 8/21/2025 427866AU2 3,000,000.00 A 3/30/2022 3,014,040.00 3.05% 2,990,070.00 -23,970.00 BRISTOL-MYERS SQUIBB CO 11/13/2020 0.750% 11/13/2025 110122DN5 5,725,000.00 A 6/30/2021 5,672,673.50 0.96% 5,633,457.25 -39,216.25 NOVARTIS FINANCE CORPORATION 11/20/2015 3.000% 11/20/2025 66989HAJ7 10,000,000.00 AA- 1/31/2023 9,638,600.00 4.38% 9,943,100.00 304,500.00 BANK OF NY MELLON CORP 1/28/2021 0.750% 1/28/2026 06406RAQ0 9,000,000.00 A 2/10/2021 9,025,920.00 0.69% 8,785,980.00 -239,940.00 JOHN DEERE CAPITAL CORP 6/17/2021 1.050% 6/17/2026 24422EVR7 5,000,000.00 A 12/8/2021 4,908,600.00 1.47% 4,833,850.00 -74,750.00ALPHABET INC 8/9/2016 1.998% 8/15/2026 02079KAC1 5,740,000.00 AA+ 1/30/2023 5,354,386.80 4.05% 5,596,155.60 241,768.80 BOFA SECURITIES INC. 8/18/2023 5.526% 8/18/2026 06428CAA2 4,000,000.00 A+ 8/18/2023 3,998,360.00 5.54% 4,051,160.00 52,800.00 TARGET CORP 1/24/2022 1.950% 1/15/2027 87612EBM7 4,595,000.00 A 2/1/2022 4,567,889.50 2.08% 4,439,459.25 -128,430.25 TARGET CORP 1/24/2022 1.950% 1/15/2027 87612EBM7 990,000.00 A 1/24/2022 988,317.00 1.99% 956,488.50 -31,828.50 JOHNSON & JOHNSON 2/20/2025 4.500% 3/1/2027 478160DG6 4,850,000.00 AAA 3/13/2025 4,879,439.50 4.17% 4,890,158.00 10,718.50BLACKROCK INC 3/28/2017 3.200% 3/15/2027 09247XAN1 4,140,000.00 AA- 5/18/2022 4,086,055.80 3.50% 4,074,919.20 -11,136.60BLACKROCK INC 3/28/2017 3.200% 3/15/2027 09247XAN1 4,140,000.00 AA- 5/18/2022 4,085,352.00 3.50% 4,074,919.20 -10,432.80AMAZON.COM INC 4/13/2022 3.300% 4/13/2027 023135CF1 6,715,000.00 AA 4/25/2022 6,672,964.10 3.44% 6,623,877.45 -49,086.65 6/10/2025 4:24 PM 3 of 6
Attachment A
City of Santa Clara Monthly Report
5/31/2025
Description Issue Date Coupon Rate Maturity Date CUSIP Par Value S&P Rating Settle Date Cost Value YTM at Cost Market Value Unrealized G/LJPMORGAN CHASE FINANCIAL CO LLC 4/22/2021 1.578% 4/22/2027 46647PCB0 4,100,000.00 A 8/10/2022 3,710,746.00 3.80% 3,992,662.00 281,916.00 GOLDMAN SACHS BANK USA 5/21/2024 5.414% 5/21/2027 38151LAG5 8,750,000.00 A+ 5/22/2025 8,805,037.50 5.08% 8,811,425.00 6,387.50 BOFA SECURITIES INC. 4/22/2021 1.734% 7/22/2027 06051GJS9 1,420,000.00 A- 8/10/2022 1,281,251.80 3.92% 1,373,566.00 92,314.20 JPMORGAN CHASE FINANCIAL CO LLC 2/24/2022 2.947% 2/24/2028 46647PCW4 2,925,000.00 A 9/18/2023 2,674,532.25 5.13% 2,847,399.75 172,867.50JPMORGAN CHASE FINANCIAL CO LLC 4/22/2024 5.571% 4/22/2028 46647PEE2 5,000,000.00 A 8/9/2024 5,103,350.00 4.95% 5,091,400.00 -11,950.00MORGAN STANLEY BANK NA 5/30/2024 5.504% 5/26/2028 61690U8B9 6,105,000.00 A+ 5/31/2024 6,117,881.55 5.45% 6,214,584.75 96,703.20MORGAN STANLEY BANK NA 5/30/2024 5.504% 5/26/2028 61690U8B9 3,145,000.00 A+ 5/30/2024 3,145,000.00 5.50% 3,201,452.75 56,452.75JOHN DEERE CAPITAL CORP 7/14/2023 4.950% 7/14/2028 24422EXB0 605,000.00 A 7/18/2023 610,874.55 4.73% 617,668.70 6,794.15 JOHN DEERE CAPITAL CORP 7/14/2023 4.950% 7/14/2028 24422EXB0 505,000.00 A 7/14/2023 504,247.55 4.98% 515,574.70 11,327.15 TOYOTA MOTOR CREDIT CORP 9/11/2023 5.250% 9/11/2028 89236TLB9 5,600,000.00 A+ 9/11/2023 5,590,256.00 5.29% 5,753,664.00 163,408.00 CITIBANK NA 9/29/2023 5.803% 9/29/2028 17325FBB3 11,225,000.00 A+ 9/29/2023 11,225,000.00 5.80% 11,681,857.50 456,857.50BOFA SECURITIES INC. 1/24/2025 4.979% 1/24/2029 06051GMK2 4,980,000.00 A- 4/2/2025 5,035,178.40 4.66% 5,028,804.00 -6,374.40JPMORGAN CHASE FINANCIAL CO LLC 1/24/2025 4.915% 1/24/2029 46647PEU6 2,825,000.00 A 3/13/2025 2,841,921.75 4.74% 2,849,690.50 7,768.75PACCAR FINANCIAL CORP 1/31/2024 4.600% 1/31/2029 69371RS80 7,000,000.00 A+ 7/30/2024 6,996,080.00 4.61% 7,062,160.00 66,080.00BLACKROCK INC 3/14/2024 4.700% 3/14/2029 09290DAA9 2,924,000.00 AA- 4/11/2024 2,911,222.12 4.80% 2,970,316.16 59,094.04 BLACKROCK INC 3/14/2024 4.700% 3/14/2029 09290DAA9 350,000.00 AA- 3/14/2024 349,366.50 4.74% 355,544.00 6,177.50 ADOBE INC 4/4/2024 4.800% 4/4/2029 00724PAF6 1,635,000.00 A+ 4/4/2024 1,632,563.85 4.83% 1,669,024.35 36,460.50 ADOBE INC 4/4/2024 4.800% 4/4/2029 00724PAF6 1,340,000.00 A+ 4/4/2024 1,337,762.20 4.84% 1,367,885.40 30,123.20 BANK OF NY MELLON CORP 4/22/2025 4.729% 4/20/2029 06405LAH4 8,000,000.00 AA- 4/28/2025 8,093,600.00 4.40% 8,068,880.00 -24,720.00 MASTERCARD INC 5/31/2019 2.950% 6/1/2029 57636QAM6 7,500,000.00 A+ 6/27/2024 6,889,875.00 4.82% 7,152,150.00 262,275.00 PEPSICO INC 7/17/2024 4.500% 7/17/2029 713448FX1 4,380,000.00 A+ 7/17/2024 4,373,211.00 4.53% 4,423,712.40 50,501.40 ELI LILLY & COMPANY 8/14/2024 4.200% 8/14/2029 532457CQ9 1,555,000.00 A+ 8/14/2024 1,557,643.50 4.16% 1,552,543.10 -5,100.40 ELI LILLY & COMPANY 8/14/2024 4.200% 8/14/2029 532457CQ9 445,000.00 A+ 8/14/2024 444,025.45 4.25% 444,296.90 271.45 META PLATFORMS INC 8/9/2024 4.300% 8/15/2029 30303M8S4 5,370,000.00 AA- 8/14/2024 5,385,895.20 4.23% 5,390,996.70 5,101.50PEPSICO INC 2/7/2025 4.600% 2/7/2030 713448GB8 2,380,000.00 A+ 2/7/2025 2,376,001.60 4.64% 2,404,966.20 28,964.60 CISCO SYSTEMS INC 2/24/2025 4.750% 2/24/2030 17275RBX9 10,000,000.00 AA- 4/22/2025 10,124,500.00 4.46% 10,166,000.00 41,500.00 CISCO SYSTEMS INC 2/24/2025 4.750% 2/24/2030 17275RBX9 6,800,000.00 AA- 4/30/2025 6,955,924.00 4.22% 6,912,880.00 -43,044.00 STATE STREET CORP 2/28/2025 4.729% 2/28/2030 857477CW1 9,240,000.00 A 2/28/2025 9,251,365.20 4.70% 9,296,271.60 44,906.40 JPMORGAN CHASE FINANCIAL CO LLC 4/22/2024 5.581% 4/22/2030 46647PEG7 2,750,000.00 A 4/28/2025 2,835,552.50 4.87% 2,838,715.00 3,162.50WALMART INC. 4/28/2025 4.350% 4/28/2030 931142FN8 6,000,000.00 AA 5/2/2025 6,053,940.00 4.15% 6,021,960.00 -31,980.00WALMART INC. 4/28/2025 4.350% 4/28/2030 931142FN8 3,220,000.00 AA 4/28/2025 3,214,429.40 4.39% 3,231,785.20 17,355.80 Corporate Note Subtotal 224,339,000.00 223,171,796.22 224,569,897.11 1,398,100.89 CITIBANK CREDIT CARD ISSUANCE TRUST 12/11/2023 5.230% 12/8/2027 17305EGW9 1,855,000.00 AAA 12/11/2023 1,854,767.38 5.23% 1,861,158.60 6,391.22 KUBOTA CREDIT OWNER TRUST 2024-2A 7/26/2023 5.280% 1/18/2028 500945AC4 1,925,000.00 NR 7/26/2023 1,924,513.75 5.29% 1,939,899.50 15,385.75 BOFA AUTO TRUST 2024-1 7/31/2023 5.530% 2/15/2028 06428AAC2 2,613,004.75 NR 7/31/2023 2,612,905.71 5.53% 2,629,937.02 17,031.31 HONDA AUTO RECEIVABLES OWNER TRUST 2024 8/22/2023 5.410% 2/18/2028 43815QAC1 4,499,625.05 AAA 8/22/2023 4,498,697.23 5.42% 4,527,297.74 28,600.51 TOYOTA AUTO RECEIVABLES OWNER TRUST COM 8/15/2023 5.160% 4/17/2028 89231FAD2 1,505,000.00 AAA 8/15/2023 1,504,659.57 5.17% 1,512,735.70 8,076.13 6/10/2025 4:24 PM 4 of 6
Attachment A
City of Santa Clara Monthly Report
5/31/2025
Description Issue Date Coupon Rate Maturity Date CUSIP Par Value S&P Rating Settle Date Cost Value YTM at Cost Market Value Unrealized G/LUSAA AUTO OWNER TRUST 2024-A 9/15/2023 5.580% 5/15/2028 90291VAC4 5,040,569.82 AAA 9/15/2023 5,039,687.73 5.58% 5,067,083.22 27,395.49 BOFA AUTO TRUST 2024-1 11/21/2023 5.740% 6/15/2028 06054YAC1 6,595,000.00 NR 11/21/2023 6,594,880.63 5.74% 6,658,575.80 63,695.17FIFTH THIRD AUTO TRUST 8/23/2023 5.530% 8/15/2028 31680EAD3 5,171,087.64 AAA 8/23/2023 5,170,767.03 5.53% 5,207,492.10 36,725.07 TOYOTA AUTO RECEIVABLES OWNER TRUST COM 11/14/2023 5.540% 8/15/2028 89239FAD4 1,725,000.00 AAA 11/14/2023 1,724,814.05 5.54% 1,744,026.75 19,212.70 AMERICAN EXPRESS CREDIT ACCOUNT MASTER 9/19/2023 5.230% 9/15/2028 02582JKD1 6,170,000.00 AAA 9/19/2023 6,169,724.20 5.23% 6,235,402.00 65,677.80CHASE ISSUANCE TRUST 9/15/2023 5.160% 9/15/2028 161571HT4 6,045,000.00 AAA 9/15/2023 6,043,324.33 5.17% 6,104,422.35 61,098.02HYUNDAI AUTO RECEIVABLES TRUST 2024-C 11/13/2023 5.540% 10/16/2028 44918CAD4 2,530,000.00 AAA 11/13/2023 2,529,667.31 5.54% 2,559,196.20 29,528.89BA CREDIT CARD TRUST 12/14/2023 4.980% 11/15/2028 05522RDH8 3,045,000.00 NR 12/14/2023 3,044,591.06 4.98% 3,073,440.30 28,849.24GM FINANCIAL SECURITIZED TERM AUTO RECE 1/17/2024 4.850% 12/18/2028 36268GAD7 815,000.00 NR 1/17/2024 814,836.10 4.85% 818,830.50 3,994.40 CHASE ISSUANCE TRUST 1/31/2024 4.600% 1/16/2029 161571HV9 7,605,000.00 AAA 1/31/2024 7,603,841.76 4.60% 7,643,177.10 39,335.34 KUBOTA CREDIT OWNER TRUST 2024-2A 2/19/2025 4.670% 6/15/2029 50117FAC5 4,065,000.00 NR 2/19/2025 4,064,860.57 4.67% 4,091,829.00 26,968.43 VOLKSWAGEN AUTO LOAN ENHANCED TRUST 202 3/25/2025 4.500% 8/20/2029 92868MAD1 6,905,000.00 NR 3/25/2025 6,904,765.23 4.50% 6,933,586.70 28,821.47HYUNDAI AUTO RECEIVABLES TRUST 2024-C 3/12/2025 4.320% 10/15/2029 44935CAD3 6,570,000.00 AAA 3/12/2025 6,569,030.93 4.32% 6,569,474.40 443.47TOYOTA AUTO RECEIVABLES OWNER TRUST COM 4/30/2025 4.340% 11/15/2029 89231HAD8 4,385,000.00 AAA 4/30/2025 4,384,748.74 4.34% 4,397,014.90 12,266.16GM FINANCIAL SECURITIZED TERM AUTO RECE 5/14/2025 4.280% 4/16/2030 362549AD9 1,965,000.00 AAA 5/14/2025 1,964,710.75 4.28% 1,967,475.90 2,765.15Asset-Backed Security Subtotal 81,029,287.27 81,019,794.06 81,542,055.78 522,261.72 COOPERAT RABOBANK UA/NY 7/20/2023 5.080% 7/17/2026 21684LGS5 7,500,000.00 A+ 7/20/2023 7,500,000.00 5.08% 7,591,350.00 91,350.00 Certificate of Deposit Subtotal 7,500,000.00 7,500,000.00 7,591,350.00 91,350.00PRINCIPAL PUBLIC DEPOSIT SWEEP PROGRAM 2.250% 6/1/2025 992995944 76,088.55 9/1/2020 76,088.55 76,088.55 -

LOCAL AGENCY INVESTMENT
FUND 4.281% 6/1/2025 6,210,978.95 9/30/1997 6,210,978.95 6,210,978.95 - CALIFORNIA ASSET MANAGEMENT PROGRAM 4.450% 6/1/2025 187,396,896.50 10/4/2022 187,396,896.50 187,396,896.50 -CALIFORNIA ASSET MANAGEMENT PROGRAM - TERM 4.190% 7/3/2025 10,000,000.00 4/7/2025 10,000,000.00 10,000,000.00 - CALIFORNIA ASSET MANAGEMENT PROGRAM - TERM 4.310% 7/28/2025 10,000,000.00 4/30/2025 10,000,000.00 10,000,000.00 - CALIFORNIA ASSET MANAGEMENT PROGRAM - TERM 4.190% 8/4/2025 20,000,000.00 4/7/2025 20,000,000.00 20,000,000.00 - CALIFORNIA ASSET MANAGEMENT PROGRAM - TERM 4.310% 8/27/2025 10,000,000.00 4/30/2025 10,000,000.00 10,000,000.00 - 6/10/2025 4:24 PM 5 of 6
Attachment A
City of Santa Clara Monthly Report
5/31/2025
Description Issue Date Coupon Rate Maturity Date CUSIP Par Value S&P Rating Settle Date Cost Value YTM at Cost Market Value Unrealized G/LCALIFORNIA ASSET MANAGEMENT PROGRAM - TERM 4.310% 9/26/2025 4/30/2025 10,000,000.00 10,000,000.00 10,000,000.00 - DREYFUS TREASURY 4.160% 6/1/2025 10/31/1997 2,449,430.43 2,449,430.43 2,449,430.43 - Cash Equivalent Subtotal 256,133,394.43 256,133,394.43 256,133,394.43 - Grand Total Count 179 1,418,773,428.34 1,417,198,650.18 1,422,602,960.98 3,829,532.64 *NR = Not Rated by S&P Global. These Asset Backed Securities are rated by Moody's Ratings as Aaa. 6/10/2025 4:24 PM 6 of 6
Attachment A
PAGE 21

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ BEGINNING BALANCE 0.00 1,159,743,370.48
¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

CASH EQUIVALENTS
05/01/25 INTEREST RECEIVED 2,690.58

PRINCIPAL PUBLIC DEPOSIT SWEEP PRGRM
INTEREST FROM 04.01.25 TO 04.30.25
05/22/25 3,720,000 PURCHASED 3,716,983.70- 3,716,983.70 U.S. TREASURY BILLS 5/29/25
CUSIP 912797NN3
AT $99.9189 ON TRADE DATE 05/21/2025
TO SETTLE ON 05/22/2025
BARCLAYS CAPITAL INC. FIXED IN
05/29/25 3,720,000- MATURED 3,716,983.70 3,716,983.70-
U.S. TREASURY BILLS 5/29/25
CUSIP 912797NN3
AT $100.0000 ON TRADE DATE 05/29/2025
05/29/25 INTEREST RECEIVED 3,016.30
U.S. TREASURY BILLS 5/29/25
CUSIP 912797NN3
INTEREST ON 3,720,000.000 UNITS
3,720,000 PAR VALUE AT 100 %
05/31/25 1,720,351.68 CASH SWEEP PURCHASES FOR STMT PERIOD 1,720,351.68- 1,720,351.68

PRINCIPAL PUBLIC DEPOSIT SWEEP PRGRM
9 TRANSACTIONS
05/31/25 2,652,390.15- CASH SWEEP SALES FOR STMT PERIOD 2,652,390.15 2,652,390.15-

PRINCIPAL PUBLIC DEPOSIT SWEEP PRGRM
4 TRANSACTIONS
Attachment B
PAGE 22

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

BONDS & NOTES
05/15/25 INTEREST RECEIVED 26,890.91
AMERICAN EXPRES ABS 5.230% 9/15/28
CUSIP 02582JKD1
$0.00436/PV ON 6,170,000.00 PV
DUE 5/15/25
05/15/25 INTEREST RECEIVED 12,910.64
BANK OF AMERICA ABS 5.530% 2/15/28
CUSIP 06428AAC2
$0.00414/PV ON 2,801,584.93 PV
DUE 5/15/25
05/15/25 188,580.18- PAID DOWN 188,580.18 188,573.03- 7.15 BANK OF AMERICA ABS 5.530% 2/15/28
CUSIP 06428AAC2
AT $186.2658 ON TRADE DATE 05/15/2025
05/15/25 INTEREST RECEIVED 31,546.08
BANK OF AMERICA ABS 5.740% 6/15/28
CUSIP 06054YAC1
$0.00478/PV ON 6,595,000.00 PV
DUE 5/15/25
05/15/25 INTEREST RECEIVED 12,636.75
BK OF AMERICA ABS 4.980% 11/15/28
CUSIP 05522RDH8
$0.00415/PV ON 3,045,000.00 PV
DUE 5/15/25
05/13/25 INTEREST RECEIVED 21,468.75
BRISTOL-MYERS SQUIBB 0.750% 11/13/25
CUSIP 110122DN5
INTEREST ON 5,725,000.000 UNITS
Attachment B
PAGE 23

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ 05/15/25 INTEREST RECEIVED 29,152.50
CHASE ISSUANCE ABS 4.600% 1/16/29
CUSIP 161571HV9
$0.00383/PV ON 7,605,000.00 PV
DUE 5/15/25
05/15/25 INTEREST RECEIVED 25,993.50
CHASE ISSUANCE ABS 5.160% 9/15/28
CUSIP 161571HT4
$0.00430/PV ON 6,045,000.00 PV
DUE 5/15/25
05/27/25 INTEREST RECEIVED 16,948.69
FED HOME LN MTG CORP 3.117% 6/25/27
CUSIP 3137F2LJ3
$0.00260/PV ON 6,525,000.00 PV
DUE 5/25/25
05/27/25 INTEREST RECEIVED 14,439.10
FHLMC K061 CMO V-M 3.347% 11/25/26
CUSIP 3137BTUM1
$0.00270/PV ON 5,176,849.64 PV
DUE 5/25/25
05/27/25 11,108.69- PAID DOWN 11,108.69 10,766.75- 341.94 FHLMC K061 CMO V-M 3.347% 11/25/26
CUSIP 3137BTUM1
TO SETTLE ON 05/27/2025
05/27/25 INTEREST RECEIVED 22,712.50
FHLMC K508 CMO V-M 4.740% 8/25/28
CUSIP 3137HAQ74
$0.00395/PV ON 5,750,000.00 PV
DUE 5/25/25
Attachment B
PAGE 24

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ 05/27/25 INTEREST RECEIVED 36,451.79
FHLMC K536 CMO V-M 4.850% 1/25/30
CUSIP 3137HJZY6
$0.00404/PV ON 9,019,000.00 PV
DUE 5/25/25
05/27/25 INTEREST RECEIVED 22,002.34
FHLMC K537 CMO V-M 4.430% 2/25/30
CUSIP 3137HKPF5
$0.00369/PV ON 5,960,000.00 PV
DUE 5/25/25
05/27/25 INTEREST RECEIVED 39,443.72
FHLMC K538 CMO V-M 4.478% 1/25/30
CUSIP 3137HKQC1
$0.00373/PV ON 10,570,000.00 PV
DUE 5/25/25
05/27/25 INTEREST RECEIVED 14,736.75
FHLMC K539 CMO V-M 4.410% 1/25/30
CUSIP 3137HKXJ8
$0.00368/PV ON 4,010,000.00 PV
DUE 5/25/25
05/29/25 4,285,000 PURCHASED 4,284,880.02- 4,284,880.02 FHLMC K540 CMO V-M 4.513% 2/25/30
CUSIP 3137HLJA1
AT $99.9972 ON TRADE DATE 05/21/2025
TO SETTLE ON 05/29/2025
MORGAN STANLEY & CO.
05/29/25 ACCRUED INTEREST ON PURCHASE 15,040.83-
FHLMC K540 CMO V-M 4.513% 2/25/30
CUSIP 3137HLJA1
Attachment B
PAGE 25

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ 05/27/25 INTEREST RECEIVED 12,282.86
FHLMC MULTIFAMILY ST 3.243% 4/25/27
CUSIP 3137F1G44
$0.00270/PV ON 4,545,000.00 PV
DUE 5/25/25
05/27/25 INTEREST RECEIVED 23,988.06
FHLMC SER KJ46 CMO 4.777% 6/25/28
CUSIP 3137HAD45
$0.00393/PV ON 6,025,889.55 PV
DUE 5/25/25
05/27/25 6,091.91- PAID DOWN 6,091.91 6,091.76- 0.15
FHLMC SER KJ46 CMO 4.777% 6/25/28
CUSIP 3137HAD45
TO SETTLE ON 05/27/2025
05/27/25 INTEREST RECEIVED 30,118.75
FHLMC SER K505 CMO 4.819% 6/25/28
CUSIP 3137HACX2
$0.00402/PV ON 7,500,000.00 PV
DUE 5/25/25
05/15/25 INTEREST RECEIVED 24,285.91
FIFTH THIRD AUT ABS 5.530% 8/15/28
CUSIP 31680EAD3
$0.00461/PV ON 5,270,000.00 PV
DUE 5/15/25
05/15/25 98,912.36- PAID DOWN 98,912.36 98,906.23- 6.13 FIFTH THIRD AUT ABS 5.530% 8/15/28
CUSIP 31680EAD3
AT $355.1229 ON TRADE DATE 05/15/2025
05/27/25 INTEREST RECEIVED 54,420.82
FNMA SER M6 CMO V-M 4.182% 7/25/28
CUSIP 3136BQDE6
$0.00348/PV ON 15,617,523.10 PV
DUE 5/25/25
Attachment B
PAGE 26

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ 05/27/25 93.2- PAID DOWN 93.20 90.54- 2.66
FNMA SER M6 CMO V-M 4.182% 7/25/28
CUSIP 3136BQDE6
TO SETTLE ON 05/27/2025
05/14/25 1,965,000 PURCHASED 1,964,710.75- 1,964,710.75 GM FINANCIAL ABS 4.280% 4/16/30
CUSIP 362549AD9
AT $99.9853 ON TRADE DATE 05/06/2025
TO SETTLE ON 05/14/2025

TORONTO DOMINION SECURITIES (U
05/16/25 INTEREST RECEIVED 3,293.96
GM FINANCIAL ABS 4.850% 12/18/28
CUSIP 36268GAD7
$0.00404/PV ON 815,000.00 PV
DUE 5/16/25
05/22/25 8,750,000 PURCHASED 8,805,037.50- 8,805,037.50 GOLDMAN SACHS BK 5.414% 5/21/27
CUSIP 38151LAG5
AT $100.6290 ON TRADE DATE 05/21/2025
TO SETTLE ON 05/22/2025

GOLDMAN SACHS
05/22/25 ACCRUED INTEREST ON PURCHASE 1,315.90-
GOLDMAN SACHS BK 5.414% 5/21/27
CUSIP 38151LAG5
05/19/25 INTEREST RECEIVED 21,752.71
HONDA AUTO ABS 5.410% 2/18/28
CUSIP 43815QAC1
$0.00451/PV ON 4,825,000.00 PV
DUE 5/18/25
Attachment B
PAGE 27

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ 05/19/25 325,374.95- PAID DOWN 325,374.95 325,307.86- 67.09 HONDA AUTO ABS 5.410% 2/18/28
CUSIP 43815QAC1
TO SETTLE ON 05/19/2025
05/20/25 0.02 SHARE ADJUSTMENT
HONDA AUTO RECEIVABL 0.880% 1/21/26
CUSIP 43815GAC3
05/21/25 INTEREST RECEIVED 20.63
HONDA AUTO RECEIVABL 0.880% 1/21/26
CUSIP 43815GAC3
$0.00001/PV ON 28,130.48 PV
DUE 5/21/25
05/21/25 28,130.48- PAID DOWN 28,130.48 28,124.53- 5.95 HONDA AUTO RECEIVABL 0.880% 1/21/26
CUSIP 43815GAC3
05/15/25 INTEREST RECEIVED 23,652.00
HYUNDAI AUTO ABS 4.320% 10/15/29
CUSIP 44935CAD3
$0.00360/PV ON 6,570,000.00 PV
DUE 5/15/25
05/15/25 INTEREST RECEIVED 11,680.17
HYUNDAI AUTO REC ABS 5.540% 10/16/28
CUSIP 44918CAD4
$0.00462/PV ON 2,530,000.00 PV
DUE 5/15/25
05/15/25 INTEREST RECEIVED 15,819.63
KUBOTA CREDIT ABS 4.670% 6/15/29
CUSIP 50117FAC5
$0.00389/PV ON 4,065,000.00 PV
DUE 5/15/25
Attachment B
PAGE 28

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ 05/15/25 INTEREST RECEIVED 8,470.00
KUBOTA CREDIT ABS 5.280% 1/18/28
CUSIP 500945AC4
$0.00440/PV ON 1,925,000.00 PV
DUE 5/15/25
05/27/25 INTEREST RECEIVED 254,560.00
MORGAN STAN BK V-D 5.504% 5/26/28
CUSIP 61690U8B9
INTEREST ON 9,250,000.000 UNITS
05/20/25 INTEREST RECEIVED 150,000.00
NOVARTIS CAPITAL COR 3.000% 11/20/25
CUSIP 66989HAJ7
INTEREST ON 10,000,000.000 UNITS
05/20/25 INTEREST RECEIVED 100,912.50
QUALCOMM INC 3.450% 5/20/25
CUSIP 747525AF0
INTEREST ON 5,850,000.000 UNITS
05/20/25 5,850,000- MATURED 5,850,000.00 5,860,588.50- 10,588.50- QUALCOMM INC 3.450% 5/20/25
CUSIP 747525AF0
AT $100.0000 ON TRADE DATE 05/20/2025
05/15/25 INTEREST RECEIVED 7,929.54
TOYOTA AUTO REC ABS 4.340% 11/15/29
CUSIP 89231HAD8
$0.00181/PV ON 4,385,000.00 PV
DUE 5/15/25
05/15/25 INTEREST RECEIVED 6,471.50
TOYOTA AUTO REC ABS 5.160% 4/17/28
CUSIP 89231FAD2
$0.00430/PV ON 1,505,000.00 PV
DUE 5/15/25
Attachment B
PAGE 29

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ 05/15/25 INTEREST RECEIVED 7,963.75
TOYOTA AUTO REC ABS 5.540% 8/15/28
CUSIP 89239FAD4
$0.00462/PV ON 1,725,000.00 PV
DUE 5/15/25
05/14/25 1,450,000- SOLD 1,412,333.99 1,395,228.52- 17,105.47 U.S. TREASURY NOTES 2.750% 7/31/27
CUSIP 91282CFB2
AT $97.4023 ON TRADE DATE 05/12/2025
TO SETTLE ON 05/14/2025
NOMURA SECURITIES INTL. INC.
05/14/25 ACCRUED INTEREST ON SALE 11,345.65
U.S. TREASURY NOTES 2.750% 7/31/27
CUSIP 91282CFB2
05/15/25 2,000,000 PURCHASED 1,978,984.38- 1,978,984.38 U.S. TREASURY NOTES 3.875% 4/30/30
CUSIP 91282CMZ1
AT $98.9492 ON TRADE DATE 05/14/2025
TO SETTLE ON 05/15/2025
NOMURA SECURITIES INTL. INC.
05/15/25 ACCRUED INTEREST ON PURCHASE 3,158.97-
U.S. TREASURY NOTES 3.875% 4/30/30
CUSIP 91282CMZ1
05/20/25 7,250,000 PURCHASED 7,178,916.02- 7,178,916.02 U.S. TREASURY NOTES 3.875% 4/30/30
CUSIP 91282CMZ1
AT $99.0195 ON TRADE DATE 05/19/2025
TO SETTLE ON 05/20/2025
J.P. MORGAN SECURITIES INC., -
Attachment B
PAGE 30

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ 05/20/25 ACCRUED INTEREST ON PURCHASE 15,268.34-
U.S. TREASURY NOTES 3.875% 4/30/30
CUSIP 91282CMZ1
05/22/25 3,750,000- SOLD 3,710,156.25 3,712,662.32- 2,506.07- U.S. TREASURY NOTES 3.875% 4/30/30
CUSIP 91282CMZ1
AT $98.9375 ON TRADE DATE 05/21/2025
TO SETTLE ON 05/22/2025

BNP PARIBAS SECURITIES CORP/BO
05/22/25 ACCRUED INTEREST ON SALE 8,687.16
U.S. TREASURY NOTES 3.875% 4/30/30
CUSIP 91282CMZ1
05/02/25 5,520,000- SOLD 5,573,475.00 5,513,315.61- 60,159.39 U.S. TREASURY NOTES 4.000% 3/31/30
CUSIP 91282CMU2
AT $100.9688 ON TRADE DATE 05/01/2025
TO SETTLE ON 05/02/2025

BNP PARIBAS SECURITIES CORP/BO
05/02/25 ACCRUED INTEREST ON SALE 19,304.92
U.S. TREASURY NOTES 4.000% 3/31/30
CUSIP 91282CMU2
05/15/25 INTEREST RECEIVED 393,300.00
U.S. TREASURY NOTES 4.500% 5/15/27
CUSIP 91282CKR1
INTEREST ON 17,480,000.000 UNITS
05/15/25 INTEREST RECEIVED 882,796.88
U.S. TREASURY NOTES 4.625% 11/15/26
CUSIP 91282CJK8
INTEREST ON 38,175,000.000 UNITS
Attachment B
PAGE 31

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ 05/22/25 8,740,000- SOLD 8,794,966.41 8,805,550.00- 10,583.59- U.S. TREASURY NOTES 4.875% 4/30/26
CUSIP 91282CKK6
AT $100.6289 ON TRADE DATE 05/21/2025
TO SETTLE ON 05/22/2025
BICWFSLUS33 WELLS FARGO SECURI
05/22/25 ACCRUED INTEREST ON SALE 25,471.88
U.S. TREASURY NOTES 4.875% 4/30/26
CUSIP 91282CKK6
05/15/25 INTEREST RECEIVED 292,950.00
US TREASURY BOND 5.250% 11/15/28
CUSIP 912810FF0
INTEREST ON 11,160,000.000 UNITS
05/15/25 INTEREST RECEIVED 94,937.50
US TREASURY BOND 6.125% 11/15/27
CUSIP 912810FB9
INTEREST ON 3,100,000.000 UNITS
05/15/25 INTEREST RECEIVED 64,125.00
US TREASURY NOTE 2.375% 5/15/27
CUSIP 912828X88
INTEREST ON 5,400,000.000 UNITS
05/15/25 INTEREST RECEIVED 25,375.58
USAA AUTO OWNER ABS 5.580% 5/15/28
CUSIP 90291VAC4
$0.00421/PV ON 5,457,115.29 PV
DUE 5/15/25
05/15/25 416,545.47- PAID DOWN 416,545.47 416,472.57- 72.90 USAA AUTO OWNER ABS 5.580% 5/15/28
CUSIP 90291VAC4
AT $84.3270 ON TRADE DATE 05/15/2025
Attachment B
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT INSURED BY THE FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) OR ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT, OBLIGATION OF, OR GUARANTEED BY ANY BANK OR BANKING AFFILIATE • SUBJECT TO INVESTMENT RISKS AND MAY LOSE VALUE, INCLUDING POSSIBLE LOSS OF PRINCIPAL AMOUNT INVESTED PAGE 32

STATEMENT OF TRANSACTIONS CITY OF SANTA CLARA- CUSTODY
FOR THE PERIOD MAY 1, 2025 THROUGH MAY 31, 2025 ACCOUNT NUMBER XXXXXXXX ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯

STATEMENT OF TRANSACTIONS

REALIZED

DATE PAR VALUE/SHARES DESCRIPTION CASH COST VALUE GAIN/LOSS ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ 05/20/25 INTEREST RECEIVED 25,893.75
VOLKSWAGEN AUTO ABS 4.500% 8/20/29
CUSIP 92868MAD1
$0.00375/PV ON 6,905,000.00 PV
DUE 5/20/25
05/27/25 INTEREST RECEIVED 21,493.34
VR FHLMC MULTIFAMI 3.224% 3/25/27
CUSIP 3137BXQY1
$0.00269/PV ON 8,000,000.00 PV
DUE 5/25/25
05/02/25 6,000,000 PURCHASED 6,053,940.00- 6,053,940.00 WALMART INC 4.350% 4/28/30
CUSIP 931142FN8
AT $100.8990 ON TRADE DATE 05/01/2025
TO SETTLE ON 05/02/2025
RBC DAIN RAUSCHER INC.
05/02/25 ACCRUED INTEREST ON PURCHASE 2,900.00-
WALMART INC 4.350% 4/28/30
CUSIP 931142FN8
================================================================================================================= ENDING BALANCE 0.00 1,162,716,122.46
¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯ ¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯¯
Attachment B
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-766 Agenda Date: 7/15/2025

REPORT TO COUNCIL

SUBJECT
Authorize the City Manager to Execute the 2025-2029 Memorandum of Understanding Between the City of Santa Clara and the Police Officers Association (Unit 2) that Incorporates the Terms of the Joint Mediation Recommendation and Approve a Resolution for the Updated Classified Salary Plan

COUNCIL PILLAR
Enhance Community Engagement and Transparency.

BACKGROUND
The Police Officers Association (hereafter, “Unit 2”) Memorandum of Understanding (hereafter, “MOU”) is set to expire on December 31, 2025.

Given the upcoming events the City is hosting in calendar year 2026, the City and Unit 2 engaged in early discussions on a successor MOU. The City and Unit 2 began negotiations on a successor MOU in February 2025 and met approximately eight (8) times. Both parties agreed to retain a mediator in an effort to move both parties and reach an agreement. Mediation sessions were scheduled for June 10, 2025, and June 13, 2025. On June 13, 2025, the parties reached a Joint Mediation Recommendation. The Joint Mediation Recommendation was ratified by the Unit 2 membership on or about June 26, 2025.

DISCUSSION
The recommended action authorizes the City Manager to execute a successor Memorandum of Understanding with a term of August 1, 2025, through and including December 31, 2029, that incorporates the terms of the Joint Mediation
Recommendation reached between both parties.

The following is a summary of the notable provisions of the Joint Mediation Recommendation:

Term:

August 1, 2025 - December 31, 2029
Wages:

Effective the first pay period after August 1, 2025, all salary ranges for employees holding positions in classifications assigned to Unit 2 shall be increased by approximately 5.0%.

Effective the first pay period after July 1, 2026, all salary ranges for employees holding positions in classifications assigned to Unit 2 shall be increased by approximately 3.0%.

Effective the first pay period of calendar year 2027, all salary ranges for employees holding positions City of Santa Clara Page 1 of 4 Printed on 7/11/2025
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25-766 Agenda Date: 7/15/2025
in classifications assigned to Unit 2 shall be increased by approximately 3.0%.

Effective the first pay period of calendar year 2028, all salary ranges for employees holding positions in classifications assigned to Unit 2 shall be increased by approximately 3.0%.

Effective the first pay period of calendar year 2029, all salary ranges for employees holding positions in classifications assigned to Unit 2 shall be increased by approximately 3.0%.

Additionally, the salary adjustment form and total compensation survey shall remain suspended for the terms of the MOU.

Recruitment Incentive
If a Police Officer, Police Sergeant, or Police Lieutenant refers an applicant, and the applicant is hired as a Public Safety Dispatcher I/II or Senior Public Safety Dispatcher, the employee will receive 10 hours of compensatory time off (CTO) at time of hire, 10 hours of CTO once the employee completes the training program, and 10 hours of CTO once the employee passes probation.

Field Training Officer (FTO) Sergeant
Beginning the pay period following City Council adoption, up to three (3) FTO Sergeant’s will receive a 5% training premium pay.

Vacation Cashout
During calendar years 2026, 2027, and 2028 the vacation cash out will be increased from 60 hours to 90 hours.

Additional Items
As soon as practicable, but no later than January 2026, all MOU overtime will include base pay, holiday in lieu, Peace Officer Standard Training (POST) pay, and Crisis Intervention Training (CIT).

In addition, double time for all NFL events and compensatory time off cashouts will be eliminated.

Workers’ Comp Fast Track Sideletter
Employees who suffer a work-related injury or illness and are seeking treatment through Kaiser are immediately approved for all relevant diagnostic testing as defined by the Fast Track Program. This program is in place in an effort to expediate employee care through the workers’ compensation system and get employees back to work.

Minimum Staffing and Sabbatical Sideletter
In recognition of the staffing Unit 2 members will provide to support Super Bowl and FIFA in calendar year 2026, the City and Unit 2 have agreed upon a Sideletter to incentivize employees to sign up for special event staffing. Employees who agree to sign up for events will receive 30 hours of sabbatical leave for every two (2) week block of work performed. The sabbatical hours cannot be cashed out and must be used during the term of the MOU.

Approve a Resolution for the Updated Classified Salary Plan The Classified Salary Plan has been updated to reflect the modifications to classifications represented by the Police Officers’ Association (Unit 2). The changes that are requested to be approved by City Council on the Classified Salary Plan are highlighted in yellow on the salary plan.

City of Santa Clara Page 2 of 4 Printed on 7/11/2025
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25-766 Agenda Date: 7/15/2025

ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(b)(5) in that it is a governmental organizational or administrative activity that will not result in direct or indirect changes in the environment.

FISCAL IMPACT
The City regularly budgets the total compensation cost for its current employees and integrates known and projected cost increases from MOUs in the City’s annual budget. The costs of the Unit 2 MOU are within budget authority approved by the City Council through the negotiation process. In FY 2025/26, the costs associated with the negotiated agreement are approximately $2.19 million, all of which is in the General Fund. It is anticipated that this amount will be covered within the existing departmental budget in FY 2025/26. Expenditures will be monitored throughout the year, and a budget action will be brought forward to Council if necessary. There is sufficient funding in the unrestricted ending fund balance to address any additional costs that cannot be absorbed. In future years, the costs for this contract will be factored into future forecasts and annual budgets.

The chart below reflects the estimated changes in costs in the General Fund as well as all funds over the term of the Unit 2 MOU.

Item Description Estimated All Funds Cost
On-going Costs
Wages (Aug. 2025) 5.0% increase $2.19M
Wages (July 2026) 3.0% increase $1.38M
Wages (Jan. 2027) 3.0% increase $1.42M
Wages (Jan. 2028) 3.0% increase $1.46M
Wages (Jan. 2029) 3.0% increase $1.51M
FTO Sergeant ongoing cost 5.0% premium pay $37K
Total $8.00M
One-time Costs
Vacation cash out 2026 Additional 30 hours $479K
Vacation cash out 2027 Additional 30 hours $493K
Vacation cash out 2028 Additional 30 hours $508K
Total $1.48M

COORDINATION
This report has been coordinated with the Finance Department and City Attorney’s Office.

PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected], or at the public information desk at any City of Santa City of Santa Clara Page 3 of 4 Printed on 7/11/2025
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25-766 Agenda Date: 7/15/2025
Clara public library.

RECOMMENDATION

1. Authorize the City Manager to execute the Memorandum of Understanding between the City of Santa Clara and the Police Officers Association with effective dates of August 1, 2025 - December 31, 2029, that incorporates the terms of the Joint Mediation Recommendation; and

2. Approve a Resolution for the Updated Classified Salary Plan.

Reviewed by: Aracely Azevedo, Director of Human Resources Approved by: Jovan D. Grogan, City Manager

ATTACHMENTS

1. Joint Mediation Recommendation between the City and Unit 2

2. Resolution for the Classified Salary Plan

3. Classified Salary Plan effective 08-03-2025 (for Council 07-15-2025) City of Santa Clara Page 4 of 4 Printed on 7/11/2025
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Resolution/Update Classified Salary Plan (eff 8-3-2025) Page 1 of 2 Rev: 7/27/2023
RESOLUTION NO. 25- _____

A RESOLUTION OF THE CITY OF SANTA CLARA,

CALIFORNIA TO ADOPT THE AMENDED CLASSIFIED

SALARY PLAN FOR VARIOUS POSITIONS WITH AN
APPROVAL DATE OF JULY 15, 2025 AND AN EFFECTIVE
DATE OF AUGUST 3, 2025
WHEREAS, the City of Santa Clara contracts with CalPERS to provide retirement benefits; WHEREAS, to comply with the California Code Regulations section 570.5, the City of Santa Clara shall among other things, have publicly available pay schedules approved and adopted by the City Council which shall indicate an effective date and date of any revisions; and, WHEREAS, as required by the California Code Regulations section 570.5 and as mandated by CalPERS, the City Council deems it to be in the best interests of the City to adopt the Amended Classified Salary Plans for City of Santa Clara classifications when there are salary modifications to existing classifications, and when new classifications are created and salary ranges need to be established or when existing classifications are deleted, with an approval date of July 15, 2025, and an effective date of August 3, 2025.

NOW THEREFORE, BE IT RESOLVED BY THE CITY OF SANTA CLARA AS FOLLOWS:

1. That the City hereby adopts the Amended Classified Salary Plan for incorporating a

5.0% general wage increase for all positions in the Police Officer’s Association (POA) (Unit 2).

2. Effective date. In accordance with the California Code Regulations section 570.5 and to comply with CalPERS, the attached salary schedule for unclassified and classified positions, shall be effective August 3, 2025 and adopted with an approval date of July 15, 2025.
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Resolution/Update Classified Salary Plan (eff 8-3-2025) Page 2 of 2 Rev: 7/27/2023

I HEREBY CERTIFY THE FOREGOING TO BE A TRUE COPY OF A RESOLUTION PASSED

AND ADOPTED BY THE CITY OF SANTA CLARA, CALIFORNIA, AT A REGULAR MEETING THEREOF HELD ON THE ____ DAY OF ____, 2025, BY THE FOLLOWING VOTE:

AYES: COUNCILORS:

NOES: COUNCILORS:

ABSENT: COUNCILORS:

ABSTAINED: COUNCILORS:

ATTEST: ______________________________

NORA PIMENTEL, MMC

ASSISTANT CITY CLERK

CITY OF SANTA CLARA
Attachments incorporated by reference:

1. Classified Salary Plan eff 8-3-25 (for Council 7-15-25) City of Santa Clara
Classified Salary Plan
Effective: 08/03/2025
Approved: 7/15/2025
Job Title
Job Code
Union Code
Sal Plan Grade Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Account Clerk I 210 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Account Clerk II 215 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Account Clerk III 220 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Accountant 205 578 A 031 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ Accounting Technician I 216 578 A 018 37.788808 $ 6,550.06 $ 78,600.72 $ 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ Accounting Technician II 217 578 A 020 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ Associate Engineer (Civil) 321 4 E 034 64.605577 $ 11,198.30 $ 134,379.60 $ 67.964250 $ 11,780.47 $ 141,365.64 $ 71.240827 $ 12,348.41 $ 148,180.92 $ 74.808462 $ 12,966.80 $ 155,601.60 $ 78.622385 $ 13,627.88 $ 163,534.56 $ 80.682288 $ 13,984.93 $ 167,819.16 $ 82.690096 $ 14,332.95 $ 171,995.40 $ Associate Planner 240 578 A 036 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 74.858885 $ 12,975.54 $ 155,706.48 $ Asst Elec Utility Engineer 230 4 E2 032 67.343769 $ 11,672.92 $ 140,075.04 $ 70.586077 $ 12,234.92 $ 146,819.04 $ 74.244692 $ 12,869.08 $ 154,428.96 $ 77.829058 $ 13,490.37 $ 161,884.44 $ 81.733096 $ 14,167.07 $ 170,004.84 $ 83.807885 $ 14,526.70 $ 174,320.40 $ 85.890115 $ 14,887.62 $ 178,651.44 $ Asst Engineer (Civil) 228 4 E 032 61.635115 $ 10,683.42 $ 128,201.04 $ 64.605577 $ 11,198.30 $ 134,379.60 $ 67.964250 $ 11,780.47 $ 141,365.64 $ 71.240827 $ 12,348.41 $ 148,180.92 $ 74.808462 $ 12,966.80 $ 155,601.60 $ 76.704173 $ 13,295.39 $ 159,544.68 $ 78.622385 $ 13,627.88 $ 163,534.56 $ Asst Planner 232 578 A 029 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 63.128250 $ 10,942.23 $ 131,306.76 $ Asst Training Officer 233S 1S C1 041 63.881126 $ 15,501.82 $ 186,021.84 $ 67.129409 $ 16,290.07 $ 195,480.84 $ 70.480714 $ 17,103.32 $ 205,239.84 $ 74.038104 $ 17,966.58 $ 215,598.96 $ 77.806484 $ 18,881.04 $ 226,572.48 $ 79.685769 $ 19,337.08 $ 232,044.96 $ 81.682830 $ 19,821.70 $ 237,860.40 $ Asst Wtr & Sanitary Swr Super 229 578 A 038 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 74.858885 $ 12,975.54 $ 155,706.48 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ Auto Services Utility Worker 244 578 A 015 35.090135 $ 6,082.29 $ 72,987.48 $ 36.832731 $ 6,384.34 $ 76,612.08 $ 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 44.969596 $ 7,794.73 $ 93,536.76 $ Automotive Technician I 248 6 G 020 38.973635 $ 6,755.43 $ 81,065.16 $ 40.946712 $ 7,097.43 $ 85,169.16 $ 43.102904 $ 7,471.17 $ 89,654.04 $ 45.347135 $ 7,860.17 $ 94,322.04 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 49.937481 $ 8,655.83 $ 103,869.96 $ Automotive Technician II 249 6 G 022 40.946712 $ 7,097.43 $ 85,169.16 $ 43.102904 $ 7,471.17 $ 89,654.04 $ 45.347135 $ 7,860.17 $ 94,322.04 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ Automotive Technician III 250 6 G 028 47.557558 $ 8,243.31 $ 98,919.72 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 54.880385 $ 9,512.60 $ 114,151.20 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ 60.508096 $ 10,488.07 $ 125,856.84 $ Building Maint Worker 260 6 G 026 45.347135 $ 7,860.17 $ 94,322.04 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 54.880385 $ 9,512.60 $ 114,151.20 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ Business Analyst 262 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Business Analyst-Fiber 262A 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Business Analyst-Public Benef 262B 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Buyer 270 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Chief of Party 310 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Chief Storekeeper 319 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Code Enforcement Officer 330 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Code Enforcement Technician 329 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Combination Inspector 336 578 A 037 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 74.858885 $ 12,975.54 $ 155,706.48 $ 76.737173 $ 13,301.11 $ 159,613.32 $ Communication Technician I 346 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Communication Technician II 345 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Communications Coordinator 338 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Community Svc Officer I 347 10 H 017 40.658135 $ 7,047.41 $ 84,568.92 $ 42.693519 $ 7,400.21 $ 88,802.52 $ 44.883288 $ 7,779.77 $ 93,357.24 $ 47.213481 $ 8,183.67 $ 98,204.04 $ 49.613769 $ 8,599.72 $ 103,196.64 $ 50.870077 $ 8,817.48 $ 105,809.76 $ 52.077231 $ 9,026.72 $ 108,320.64 $ Community Svc Officer II 348 10 H 022 46.013365 $ 7,975.65 $ 95,707.80 $ 48.336404 $ 8,378.31 $ 100,539.72 $ 50.870077 $ 8,817.48 $ 105,809.76 $ 53.284500 $ 9,235.98 $ 110,831.76 $ 56.056788 $ 9,716.51 $ 116,598.12 $ 57.362308 $ 9,942.80 $ 119,313.60 $ 58.660615 $ 10,167.84 $ 122,014.08 $ Crime Analyst 350 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Customer Service Rep 364 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Customer Service Rep - Permit 369 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Customer Service Supervisor 367 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Deputy Fire Marshal Haz Mats 376 1 C 040 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 99.305135 $ 17,212.89 $ 206,554.68 $ 104.409058 $ 18,097.57 $ 217,170.84 $ 107.055577 $ 18,556.30 $ 222,675.60 $ 109.641346 $ 19,004.50 $ 228,054.00 $ Deputy Fire Marshal I 372 1 C 034 74.102481 $ 12,844.43 $ 154,133.16 $ 77.768423 $ 13,479.86 $ 161,758.32 $ 81.677423 $ 14,157.42 $ 169,889.04 $ 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 92.364808 $ 16,009.90 $ 192,118.80 $ 94.639904 $ 16,404.25 $ 196,851.00 $ Deputy Fire Marshal II 373 1 C 038 81.677423 $ 14,157.42 $ 169,889.04 $ 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 99.305135 $ 17,212.89 $ 206,554.68 $ 101.870596 $ 17,657.57 $ 211,890.84 $ 104.409058 $ 18,097.57 $ 217,170.84 $ Deputy Fire Marshal III 374 1 C 040 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 99.305135 $ 17,212.89 $ 206,554.68 $ 104.409058 $ 18,097.57 $ 217,170.84 $ 107.055577 $ 18,556.30 $ 222,675.60 $ 109.641346 $ 19,004.50 $ 228,054.00 $ Driver/Eng 24 Hrs 380S 1S C1 033 52.546484 $ 12,751.28 $ 153,015.36 $ 55.191223 $ 13,393.07 $ 160,716.84 $ 57.948874 $ 14,062.26 $ 168,747.12 $ 60.829080 $ 14,761.19 $ 177,134.28 $ 63.881126 $ 15,501.82 $ 186,021.84 $ 65.490495 $ 15,892.36 $ 190,708.32 $ 67.129409 $ 16,290.07 $ 195,480.84 $ Driver/Eng 24Hr-Training Prem 380P 1S C1 034 53.856635 $ 13,069.21 $ 156,830.52 $ 56.520989 $ 13,715.76 $ 164,589.12 $ 59.361964 $ 14,405.17 $ 172,862.04 $ 62.276621 $ 15,112.46 $ 181,349.52 $ 65.490495 $ 15,892.36 $ 190,708.32 $ 67.129409 $ 16,290.07 $ 195,480.84 $ 68.782912 $ 16,691.32 $ 200,295.84 $ Driver/Eng 80 Hrs 380 1 C 033 72.299827 $ 12,531.97 $ 150,383.64 $ 75.938769 $ 13,162.72 $ 157,952.64 $ 79.733077 $ 13,820.40 $ 165,844.80 $ 83.696019 $ 14,507.31 $ 174,087.72 $ 87.895385 $ 15,235.20 $ 182,822.40 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 92.364808 $ 16,009.90 $ 192,118.80 $ Driver/Eng Training Division 380T 1 C 038 81.677423 $ 14,157.42 $ 169,889.04 $ 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 99.305135 $ 17,212.89 $ 206,554.68 $ 101.870596 $ 17,657.57 $ 211,890.84 $ 104.409058 $ 18,097.57 $ 217,170.84 $ Elec & Water System Op - Cert 390R 3 R6 037 93.543173 $ 16,214.15 $ 194,569.80 $ 98.142404 $ 17,011.35 $ 204,136.20 $ 103.182058 $ 17,884.89 $ 214,618.68 $ 108.467423 $ 18,801.02 $ 225,612.24 $ 113.939019 $ 19,749.43 $ 236,993.16 $ 116.683327 $ 20,225.11 $ 242,701.32 $ 119.647904 $ 20,738.97 $ 248,867.64 $ Elec & Water System Opertr 390 3 D1 037 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 107.493346 $ 18,632.18 $ 223,586.16 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ Elec Crew Foreperson 550 3 D1 039 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 107.493346 $ 18,632.18 $ 223,586.16 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ 118.529827 $ 20,545.17 $ 246,542.04 $ Elec Helper/Driver 435 3 D2 020 58.383981 $ 10,119.89 $ 121,438.68 $ 61.441788 $ 10,649.91 $ 127,798.92 $ 64.567212 $ 11,191.65 $ 134,299.80 $ 67.743404 $ 11,742.19 $ 140,906.28 $ 71.131500 $ 12,329.46 $ 147,953.52 $ 72.918577 $ 12,639.22 $ 151,670.64 $ 74.714250 $ 12,950.47 $ 155,405.64 $ Elec Maintenance Worker 415 3 D2 022 61.441788 $ 10,649.91 $ 127,798.92 $ 64.567212 $ 11,191.65 $ 134,299.80 $ 67.743404 $ 11,742.19 $ 140,906.28 $ 71.131500 $ 12,329.46 $ 147,953.52 $ 74.714250 $ 12,950.47 $ 155,405.64 $ 76.501442 $ 13,260.25 $ 159,123.00 $ 78.314077 $ 13,574.44 $ 162,893.28 $ Elec Meter Technician 426 3 D1 032 78.110712 $ 13,539.19 $ 162,470.28 $ 81.973038 $ 14,208.66 $ 170,503.92 $ 86.165769 $ 14,935.40 $ 179,224.80 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 99.785596 $ 17,296.17 $ 207,554.04 $ Elec Util Database Administrat 177 578 A 043 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 84.690923 $ 14,679.76 $ 176,157.12 $ 86.752154 $ 15,037.04 $ 180,444.48 $ 88.901654 $ 15,409.62 $ 184,915.44 $ Elec Util Electrician Apprent 887 3 D1 026 67.709538 $ 11,736.32 $ 140,835.84 $ 70.953577 $ 12,298.62 $ 147,583.44 $ 74.527962 $ 12,918.18 $ 155,018.16 $ 78.110712 $ 13,539.19 $ 162,470.28 $ 81.973038 $ 14,208.66 $ 170,503.92 $ 84.065192 $ 14,571.30 $ 174,855.60 $ 86.165769 $ 14,935.40 $ 179,224.80 $ Elec Util Electrician Tech 890 3 D1 035 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 107.493346 $ 18,632.18 $ 223,586.16 $ Elec Util Network Administrat 436 578 A 043 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 84.690923 $ 14,679.76 $ 176,157.12 $ 86.752154 $ 15,037.04 $ 180,444.48 $ 88.901654 $ 15,409.62 $ 184,915.44 $ Elec Utility Electrician 885 3 D1 032 78.110712 $ 13,539.19 $ 162,470.28 $ 81.973038 $ 14,208.66 $ 170,503.92 $ 86.165769 $ 14,935.40 $ 179,224.80 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 99.785596 $ 17,296.17 $ 207,554.04 $ Elec Utility Engineer 428 4 E2 042 85.890115 $ 14,887.62 $ 178,651.44 $ 90.351923 $ 15,661.00 $ 187,932.00 $ 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 107.016865 $ 18,549.59 $ 222,595.08 $ 109.530346 $ 18,985.26 $ 227,823.12 $ Elec Utility Equip Operatr 429 3 D2 022 61.441788 $ 10,649.91 $ 127,798.92 $ 64.567212 $ 11,191.65 $ 134,299.80 $ 67.743404 $ 11,742.19 $ 140,906.28 $ 71.131500 $ 12,329.46 $ 147,953.52 $ 74.714250 $ 12,950.47 $ 155,405.64 $ 76.501442 $ 13,260.25 $ 159,123.00 $ 78.314077 $ 13,574.44 $ 162,893.28 $ Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
All classifications on the Classified Salary Plan are FLSA "Non-Exempt" except Unit 4 classifications. Unit 4 classifications are eligible for MOU overtime. 1 of 5 City of Santa Clara
Classified Salary Plan
Effective: 08/03/2025
Approved: 7/15/2025
Job Title
Job Code
Union Code
Sal Plan Grade Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
Elec Utility Gen Tech 431 3 D1 035 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 107.493346 $ 18,632.18 $ 223,586.16 $ Elec Utility Prog Analyst 440 578 A 036 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 74.858885 $ 12,975.54 $ 155,706.48 $ Electrical Estimator 437 3 D1 027 69.352731 $ 12,021.14 $ 144,253.68 $ 72.740769 $ 12,608.40 $ 151,300.80 $ 76.315154 $ 13,227.96 $ 158,735.52 $ 80.016577 $ 13,869.54 $ 166,434.48 $ 84.065192 $ 14,571.30 $ 174,855.60 $ 86.165769 $ 14,935.40 $ 179,224.80 $ 88.249442 $ 15,296.57 $ 183,558.84 $ Energy Consrvation Specialist 446 578 A 021 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ Engineering Tech 460 578 A 021 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ Engineering Tech (Elec) 460A 578 A 021 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ Engineering Tech (Fiber) 460F 578 A 021 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ Equipment Operator 470 6 G 027 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ Fiber Splicing Technician 488 3 D1 032 78.110712 $ 13,539.19 $ 162,470.28 $ 81.973038 $ 14,208.66 $ 170,503.92 $ 86.165769 $ 14,935.40 $ 179,224.80 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 99.785596 $ 17,296.17 $ 207,554.04 $ Financial Analyst 472 578 A 033 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ Fire Application Data Analyst 491 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Fire Captain - Training 475T 1 C 043 92.364808 $ 16,009.90 $ 192,118.80 $ 96.975923 $ 16,809.16 $ 201,709.92 $ 101.870596 $ 17,657.57 $ 211,890.84 $ 107.055577 $ 18,556.30 $ 222,675.60 $ 112.389173 $ 19,480.79 $ 233,769.48 $ 115.109942 $ 19,952.39 $ 239,428.68 $ 117.992712 $ 20,452.07 $ 245,424.84 $ Fire Captain 24 Hrs 475S 1S C1 038 59.361964 $ 14,405.17 $ 172,862.04 $ 62.276621 $ 15,112.46 $ 181,349.52 $ 65.490495 $ 15,892.36 $ 190,708.32 $ 68.782912 $ 16,691.32 $ 200,295.84 $ 72.173571 $ 17,514.12 $ 210,169.44 $ 74.038104 $ 17,966.58 $ 215,598.96 $ 75.883022 $ 18,414.28 $ 220,971.36 $ Fire Captain 24Hr-Trng Premium 475P 1S C1 039 60.829080 $ 14,761.19 $ 177,134.28 $ 63.881126 $ 15,501.82 $ 186,021.84 $ 67.129409 $ 16,290.07 $ 195,480.84 $ 70.480714 $ 17,103.32 $ 205,239.84 $ 74.038104 $ 17,966.58 $ 215,598.96 $ 75.883022 $ 18,414.28 $ 220,971.36 $ 77.806484 $ 18,881.04 $ 226,572.48 $ Fire Captain 80 Hrs 475 1 C 038 81.677423 $ 14,157.42 $ 169,889.04 $ 85.687731 $ 14,852.54 $ 178,230.48 $ 90.109788 $ 15,619.03 $ 187,428.36 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 99.305135 $ 17,212.89 $ 206,554.68 $ 101.870596 $ 17,657.57 $ 211,890.84 $ 104.409058 $ 18,097.57 $ 217,170.84 $ Fire Plan Draftsperson 482 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Fire Prevention Specialist I 489 10 H2 012 36.361558 $ 6,302.67 $ 75,632.04 $ 38.189885 $ 6,619.58 $ 79,434.96 $ 39.968654 $ 6,927.90 $ 83,134.80 $ 42.073442 $ 7,292.73 $ 87,512.76 $ 44.178115 $ 7,657.54 $ 91,890.48 $ 45.319096 $ 7,855.31 $ 94,263.72 $ 46.460019 $ 8,053.07 $ 96,636.84 $ Fire Prevention Specialist II 478 10 H2 035 63.786923 $ 11,056.40 $ 132,676.80 $ 67.004192 $ 11,614.06 $ 139,368.72 $ 70.327846 $ 12,190.16 $ 146,281.92 $ 73.878288 $ 12,805.57 $ 153,666.84 $ 77.669654 $ 13,462.74 $ 161,552.88 $ 79.597154 $ 13,796.84 $ 165,562.08 $ 81.496442 $ 14,126.05 $ 169,512.60 $ Fire Protection Engineer 492 10 H2 041 73.878288 $ 12,805.57 $ 153,666.84 $ 77.669654 $ 13,462.74 $ 161,552.88 $ 81.496442 $ 14,126.05 $ 169,512.60 $ 85.493308 $ 14,818.84 $ 177,826.08 $ 89.823173 $ 15,569.35 $ 186,832.20 $ 91.998808 $ 15,946.46 $ 191,357.52 $ 94.330327 $ 16,350.59 $ 196,207.08 $ Firefighter I 24 Hrs 487S 1S C3 018 36.481731 $ 8,852.90 $ 106,234.80 $ 39.244286 $ 9,523.28 $ 114,279.36 $ 42.207940 $ 10,242.46 $ 122,909.52 $ 45.392431 $ 11,015.23 $ 132,182.76 $ Firefighter I 24Hr-Trng Premiu 487P 1S C3 019 37.380824 $ 9,071.08 $ 108,852.96 $ 40.211456 $ 9,757.98 $ 117,095.76 $ 43.248173 $ 10,494.89 $ 125,938.68 $ 46.511126 $ 11,286.70 $ 135,440.40 $ Firefighter I 80 Hrs 487Y 1 C2 018 50.196000 $ 8,700.64 $ 104,407.68 $ 53.997058 $ 9,359.49 $ 112,313.88 $ 58.074808 $ 10,066.30 $ 120,795.60 $ 62.456423 $ 10,825.78 $ 129,909.36 $ Firefighter I Training Div 487T 1 C2 019 56.470500 $ 9,788.22 $ 117,458.64 $ 60.746712 $ 10,529.43 $ 126,353.16 $ 65.334173 $ 11,324.59 $ 135,895.08 $ 70.263462 $ 12,179.00 $ 146,148.00 $ Firefighter II 24 Hrs 480S 1S C1 030 48.822280 $ 11,847.54 $ 142,170.48 $ 51.226566 $ 12,430.98 $ 149,171.76 $ 53.856635 $ 13,069.21 $ 156,830.52 $ 56.520989 $ 13,715.76 $ 164,589.12 $ 59.361964 $ 14,405.17 $ 172,862.04 $ 60.829080 $ 14,761.19 $ 177,134.28 $ 62.276621 $ 15,112.46 $ 181,349.52 $ Firefighter II 24H-Trng/Premiu 480P 1S C1 031 50.034190 $ 12,141.63 $ 145,699.56 $ 52.546484 $ 12,751.28 $ 153,015.36 $ 55.191223 $ 13,393.07 $ 160,716.84 $ 57.948874 $ 14,062.26 $ 168,747.12 $ 60.829080 $ 14,761.19 $ 177,134.28 $ 62.276621 $ 15,112.46 $ 181,349.52 $ 63.881126 $ 15,501.82 $ 186,021.84 $ Firefighter II 80 Hrs 480 1 C 030 67.175596 $ 11,643.77 $ 139,725.24 $ 70.483731 $ 12,217.18 $ 146,606.16 $ 74.102481 $ 12,844.43 $ 154,133.16 $ 77.768423 $ 13,479.86 $ 161,758.32 $ 81.677423 $ 14,157.42 $ 169,889.04 $ 83.696019 $ 14,507.31 $ 174,087.72 $ 85.687731 $ 14,852.54 $ 178,230.48 $ Firefighter II Training Div 480T 1 C 035 75.938769 $ 13,162.72 $ 157,952.64 $ 79.733077 $ 13,820.40 $ 165,844.80 $ 83.696019 $ 14,507.31 $ 174,087.72 $ 87.895385 $ 15,235.20 $ 182,822.40 $ 92.364808 $ 16,009.90 $ 192,118.80 $ 94.639904 $ 16,404.25 $ 196,851.00 $ 96.975923 $ 16,809.16 $ 201,709.92 $ Fleet Coordinator 466 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Forensic Coordinator 486 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Grounds Maint Worker I 485 6 G 019 38.078596 $ 6,600.29 $ 79,203.48 $ 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ Grounds Maint Worker I 485A 6 G 019 38.078596 $ 6,600.29 $ 79,203.48 $ 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ Grounds Maint Worker II 490 6 G 021 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 51.185077 $ 8,872.08 $ 106,464.96 $ Grounds Maint Worker II 490A 6 G 021 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 51.185077 $ 8,872.08 $ 106,464.96 $ Grounds Maint Worker III 495 6 G 023 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 53.626038 $ 9,295.18 $ 111,542.16 $ Grounds Maint Worker III 495A 6 G 023 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 53.626038 $ 9,295.18 $ 111,542.16 $ Health & Wellness Coordinator 123 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Housing Inspector 500 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Human Resources Assistant 509 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Human Resources Technician 508 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Jail Service Officer 353 10 H 022 46.013365 $ 7,975.65 $ 95,707.80 $ 48.336404 $ 8,378.31 $ 100,539.72 $ 50.870077 $ 8,817.48 $ 105,809.76 $ 53.284500 $ 9,235.98 $ 110,831.76 $ 56.056788 $ 9,716.51 $ 116,598.12 $ 57.362308 $ 9,942.80 $ 119,313.60 $ 58.660615 $ 10,167.84 $ 122,014.08 $ Journey Lineworker 560 3 D1 035 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 107.493346 $ 18,632.18 $ 223,586.16 $ Journey Lineworker Apprentice 561 3 D1 026 67.709538 $ 11,736.32 $ 140,835.84 $ 70.953577 $ 12,298.62 $ 147,583.44 $ 74.527962 $ 12,918.18 $ 155,018.16 $ 78.110712 $ 13,539.19 $ 162,470.28 $ 81.973038 $ 14,208.66 $ 170,503.92 $ 84.065192 $ 14,571.30 $ 174,855.60 $ 86.165769 $ 14,935.40 $ 179,224.80 $ Journey Lineworker Apprentice 561R 3 D1 029 72.740769 $ 12,608.40 $ 151,300.80 $ 76.315154 $ 13,227.96 $ 158,735.52 $ 80.016577 $ 13,869.54 $ 166,434.48 $ 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 92.586058 $ 16,048.25 $ 192,579.00 $ Key Customer Representative 505 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Legal Office Specialist III 519 578 A 024 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ Librarian I 530 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Librarian I - Cataloging 530C 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Librarian I - Reference 530A 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Librarian I - Youth Services 530B 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Librarian II 535 578 A 030 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 64.640365 $ 11,204.33 $ 134,451.96 $ Librarian II - Cataloging 535C 578 A 030 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 64.640365 $ 11,204.33 $ 134,451.96 $ Librarian II - Reference 535A 578 A 030 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 64.640365 $ 11,204.33 $ 134,451.96 $ Librarian II - Youth Services 535B 578 A 030 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 64.640365 $ 11,204.33 $ 134,451.96 $ Library Assistant I 526 578 A 016 35.896962 $ 6,222.14 $ 74,665.68 $ 37.788808 $ 6,550.06 $ 78,600.72 $ 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 46.088423 $ 7,988.66 $ 95,863.92 $ Library Assistant II 528 578 A 020 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ Library Circulation Supervsr 529 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Library Prog Coord - Tech Svcs 534D 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ All classifications on the Classified Salary Plan are FLSA "Non-Exempt" except Unit 4 classifications. Unit 4 classifications are eligible for MOU overtime. 2 of 5 City of Santa Clara
Classified Salary Plan
Effective: 08/03/2025
Approved: 7/15/2025
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Job Code
Union Code
Sal Plan Grade Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
Library Prog Coord-Technology 534F 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Library Program Coord - Ref 534B 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Library Program Coordinator 534 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Library Technology Assistant 754C 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Literacy Advocate 562 578 A 012 32.642250 $ 5,657.99 $ 67,895.88 $ 34.296750 $ 5,944.77 $ 71,337.24 $ 35.896962 $ 6,222.14 $ 74,665.68 $ 37.788808 $ 6,550.06 $ 78,600.72 $ 39.653481 $ 6,873.27 $ 82,479.24 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 41.721635 $ 7,231.75 $ 86,781.00 $ Literacy Program Supervisor 563 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Literacy Student/Tutor Coord 564 578 A 020 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ Materials Handler 570 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Mechanical Maintenance Worker 580 6 G 029 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 59.091000 $ 10,242.44 $ 122,909.28 $ 60.508096 $ 10,488.07 $ 125,856.84 $ 62.040462 $ 10,753.68 $ 129,044.16 $ Meter Data Analyst 601 578 A 027 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ Meter Reader 595 578 A 021 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ Office Assistant 933 578 A 012 32.642250 $ 5,657.99 $ 67,895.88 $ 34.296750 $ 5,944.77 $ 71,337.24 $ 35.896962 $ 6,222.14 $ 74,665.68 $ 37.788808 $ 6,550.06 $ 78,600.72 $ 39.653481 $ 6,873.27 $ 82,479.24 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 41.721635 $ 7,231.75 $ 86,781.00 $ Office Records Specialist 934 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Office Specialist II 936 578 A 018 37.788808 $ 6,550.06 $ 78,600.72 $ 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ Office Specialist III 938 578 A 022 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ Office Specialist IV 939 578 A 024 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ Park Foreperson 615 578 A 033 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ Park Maint Crafts Worker 620 6 G 029 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 59.091000 $ 10,242.44 $ 122,909.28 $ 60.508096 $ 10,488.07 $ 125,856.84 $ 62.040462 $ 10,753.68 $ 129,044.16 $ Permit Center Supervisor 040 578 A 039 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ 80.608846 $ 13,972.20 $ 167,666.40 $ Permit Technician 621 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Plans Examiner 630 578 A 041 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 82.575231 $ 14,313.04 $ 171,756.48 $ 84.690923 $ 14,679.76 $ 176,157.12 $ Police Lieutenant 645 2 B 043 105.413596 $ 18,271.69 $ 219,260.28 $ 110.690481 $ 19,186.35 $ 230,236.20 $ 116.204481 $ 20,142.11 $ 241,705.32 $ 122.013288 $ 21,148.97 $ 253,787.64 $ 128.066423 $ 22,198.18 $ 266,378.16 $ 131.315942 $ 22,761.43 $ 273,137.16 $ 134.529346 $ 23,318.42 $ 279,821.04 $ Police Officer 650 2 B 031 78.663058 $ 13,634.93 $ 163,619.16 $ 82.566692 $ 14,311.56 $ 171,738.72 $ 86.722038 $ 15,031.82 $ 180,381.84 $ 91.056981 $ 15,783.21 $ 189,398.52 $ 95.593327 $ 16,569.51 $ 198,834.12 $ 98.008846 $ 16,988.20 $ 203,858.40 $ 100.388423 $ 17,400.66 $ 208,807.92 $ Police Officer - FTO 650T 2 B 033 82.566692 $ 14,311.56 $ 171,738.72 $ 86.722038 $ 15,031.82 $ 180,381.84 $ 91.056981 $ 15,783.21 $ 189,398.52 $ 95.593327 $ 16,569.51 $ 198,834.12 $ 100.388423 $ 17,400.66 $ 208,807.92 $ 102.904558 $ 17,836.79 $ 214,041.48 $ 105.413596 $ 18,271.69 $ 219,260.28 $ Police Records Spec I 641 10 H2 018 42.073442 $ 7,292.73 $ 87,512.76 $ 44.178115 $ 7,657.54 $ 91,890.48 $ 46.460019 $ 8,053.07 $ 96,636.84 $ 48.805731 $ 8,459.66 $ 101,515.92 $ 51.364038 $ 8,903.10 $ 106,837.20 $ 52.582846 $ 9,114.36 $ 109,372.32 $ 53.801827 $ 9,325.65 $ 111,907.80 $ Police Records Spec II 643 10 H2 022 46.460019 $ 8,053.07 $ 96,636.84 $ 48.805731 $ 8,459.66 $ 101,515.92 $ 51.364038 $ 8,903.10 $ 106,837.20 $ 53.801827 $ 9,325.65 $ 111,907.80 $ 56.601000 $ 9,810.84 $ 117,730.08 $ 57.919212 $ 10,039.33 $ 120,471.96 $ 59.230154 $ 10,266.56 $ 123,198.72 $ Police Records Supervisor 644 10 H2 026 51.364038 $ 8,903.10 $ 106,837.20 $ 53.801827 $ 9,325.65 $ 111,907.80 $ 56.601000 $ 9,810.84 $ 117,730.08 $ 59.230154 $ 10,266.56 $ 123,198.72 $ 62.199462 $ 10,781.24 $ 129,374.88 $ 63.786923 $ 11,056.40 $ 132,676.80 $ 65.374269 $ 11,331.54 $ 135,978.48 $ Police Sergeant 665 2 B 037 91.056981 $ 15,783.21 $ 189,398.52 $ 95.593327 $ 16,569.51 $ 198,834.12 $ 100.388423 $ 17,400.66 $ 208,807.92 $ 105.413596 $ 18,271.69 $ 219,260.28 $ 110.690481 $ 19,186.35 $ 230,236.20 $ 113.422269 $ 19,659.86 $ 235,918.32 $ 116.204481 $ 20,142.11 $ 241,705.32 $ Police Training Coordinator 648 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Power Account Clerk I 662 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Power Account Clerk III 664 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Power Contract Specialist 661 578 A 033 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ Principal Elec Estimator 669 3 D1 035 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 107.493346 $ 18,632.18 $ 223,586.16 $ Principal Engrg Tech (Elec) 670 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Principal Engrg Tech (Fiber) 670A 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Public Safety Dispatcher I 339 10 H2 025 50.095442 $ 8,683.21 $ 104,198.52 $ 52.582846 $ 9,114.36 $ 109,372.32 $ 55.197865 $ 9,567.63 $ 114,811.56 $ 57.919212 $ 10,039.33 $ 120,471.96 $ 60.732462 $ 10,526.96 $ 126,323.52 $ 62.199462 $ 10,781.24 $ 129,374.88 $ 63.786923 $ 11,056.40 $ 132,676.80 $ Public Safety Dispatcher II 340 10 H2 028 53.801827 $ 9,325.65 $ 111,907.80 $ 56.601000 $ 9,810.84 $ 117,730.08 $ 59.230154 $ 10,266.56 $ 123,198.72 $ 62.199462 $ 10,781.24 $ 129,374.88 $ 65.374269 $ 11,331.54 $ 135,978.48 $ 67.004192 $ 11,614.06 $ 139,368.72 $ 68.619981 $ 11,894.13 $ 142,729.56 $ Public Works Inspector 680 578 A 033 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ Public Works Supervisor 151 578 A 038 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 74.858885 $ 12,975.54 $ 155,706.48 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ Pump Maintenance Technician 677 6 G 027 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ Purchasing Clerk 678 578 A 019 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ Purchasing Utility Worker 679 578 A 015 35.090135 $ 6,082.29 $ 72,987.48 $ 36.832731 $ 6,384.34 $ 76,612.08 $ 38.724519 $ 6,712.25 $ 80,547.00 $ 40.684212 $ 7,051.93 $ 84,623.16 $ 42.779423 $ 7,415.10 $ 88,981.20 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 44.969596 $ 7,794.73 $ 93,536.76 $ Recreation Coordinator 693 578 A 027 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ Recreation Coord-Therapeutics 693A 578 A 027 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ Recreation Program Supervisor 691 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Recreation Supervisor 685 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Recruit Police Officer 689 2R B2 031 57.908077 $ 10,037.40 $ 120,448.80 $ 60.805327 $ 10,539.59 $ 126,475.08 $ 63.846346 $ 11,066.70 $ 132,800.40 $ 67.038231 $ 11,619.96 $ 139,439.52 $ 70.388365 $ 12,200.65 $ 146,407.80 $ 72.149712 $ 12,505.95 $ 150,071.40 $ 73.954212 $ 12,818.73 $ 153,824.76 $ Resource Analyst II 696 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Service Coordinator-Inspector 792 3 D1 037 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 107.493346 $ 18,632.18 $ 223,586.16 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ Service Coord-Inspector(Fiber) 792F 3 D1 034 81.973038 $ 14,208.66 $ 170,503.92 $ 86.165769 $ 14,935.40 $ 179,224.80 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 102.326654 $ 17,736.62 $ 212,839.44 $ 104.876135 $ 18,178.53 $ 218,142.36 $ Sewer Inspection Technician 783 6 G 027 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ Sr Accounting Technician 208 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Sr Business Analyst 722 578 A 038 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 74.858885 $ 12,975.54 $ 155,706.48 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ Sr Center Coordinator 715 578 A 027 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ Sr Customer Service Rep 724 578 A 022 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ Sr Elec & Water Syst Op - Cert 777R 3 R6 040 100.539462 $ 17,426.84 $ 209,122.08 $ 105.773827 $ 18,334.13 $ 220,009.56 $ 111.169385 $ 19,269.36 $ 231,232.32 $ 116.683327 $ 20,225.11 $ 242,701.32 $ 122.570019 $ 21,245.47 $ 254,945.64 $ 125.644673 $ 21,778.41 $ 261,340.92 $ 128.702365 $ 22,308.41 $ 267,700.92 $ Sr Elec & Water System Operatr 777 3 D1 040 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 115.633038 $ 20,043.06 $ 240,516.72 $ 118.529827 $ 20,545.17 $ 246,542.04 $ 121.418077 $ 21,045.80 $ 252,549.60 $ All classifications on the Classified Salary Plan are FLSA "Non-Exempt" except Unit 4 classifications. Unit 4 classifications are eligible for MOU overtime. 3 of 5 City of Santa Clara
Classified Salary Plan
Effective: 08/03/2025
Approved: 7/15/2025
Job Title
Job Code
Union Code
Sal Plan Grade Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
Sr Elec Crew Foreperson 551 3 D1 551 99.713942 $ 17,283.75 $ 207,405.00 $ 104.699654 $ 18,147.94 $ 217,775.28 $ 109.934654 $ 19,055.34 $ 228,664.08 $ 115.431346 $ 20,008.10 $ 240,097.20 $ 121.203000 $ 21,008.52 $ 252,102.24 $ 124.233058 $ 21,533.73 $ 258,404.76 $ 127.338808 $ 22,072.06 $ 264,864.72 $ Sr Elec Meter Technician 729 3 D1 038 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ Sr Elec Util Elec Tech 785 3 D1 038 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ Sr Elec Util Eng 730 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Control-Comm 730I 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Distbn Plan 730D 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Fiber 730L 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Generation 730E 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Opr Planning 730F 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Eng/Prot Relay 730A 4 E2 046 94.635288 $ 16,403.45 $ 196,841.40 $ 99.424327 $ 17,233.55 $ 206,802.60 $ 104.488385 $ 18,111.32 $ 217,335.84 $ 109.530346 $ 18,985.26 $ 227,823.12 $ 114.951404 $ 19,924.91 $ 239,098.92 $ 117.859038 $ 20,428.90 $ 245,146.80 $ 120.751731 $ 20,930.30 $ 251,163.60 $ Sr Elec Util Generation Tech 733 3 D1 038 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ Sr Electrical Estimator 726 3 D1 031 76.315154 $ 13,227.96 $ 158,735.52 $ 80.016577 $ 13,869.54 $ 166,434.48 $ 84.065192 $ 14,571.30 $ 174,855.60 $ 88.249442 $ 15,296.57 $ 183,558.84 $ 92.586058 $ 16,048.25 $ 192,579.00 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 97.337769 $ 16,871.88 $ 202,462.56 $ Sr Energy Systems Analyst 744 578 A 043 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 84.690923 $ 14,679.76 $ 176,157.12 $ 86.752154 $ 15,037.04 $ 180,444.48 $ 88.901654 $ 15,409.62 $ 184,915.44 $ Sr Engineer (Civil) 322 4 E 041 76.704173 $ 13,295.39 $ 159,544.68 $ 80.682288 $ 13,984.93 $ 167,819.16 $ 84.645577 $ 14,671.90 $ 176,062.80 $ 88.810327 $ 15,393.79 $ 184,725.48 $ 93.295962 $ 16,171.30 $ 194,055.60 $ 95.639538 $ 16,577.52 $ 198,930.24 $ 97.945846 $ 16,977.28 $ 203,727.36 $ Sr Engineering Tech 745 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Sr Human Resources Assistant 510 578 A 020 39.653481 $ 6,873.27 $ 82,479.24 $ 41.721635 $ 7,231.75 $ 86,781.00 $ 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ Sr Human Resources Technician 747 578 A 024 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ Sr Inspector 750 578 A 039 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ 80.608846 $ 13,972.20 $ 167,666.40 $ Sr Instrument & Control Tech 753 3 D1 038 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ Sr Key Customer Representative 752 578 A 039 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 78.649269 $ 13,632.54 $ 163,590.48 $ 80.608846 $ 13,972.20 $ 167,666.40 $ Sr Library Asst 754 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Sr Library Asst-Public Svc 754B 578 A 025 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ Sr Materials Handler 760 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Sr Permit Technician 766 578 A 027 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ Sr Planner 765 578 A 041 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 82.575231 $ 14,313.04 $ 171,756.48 $ 84.690923 $ 14,679.76 $ 176,157.12 $ Sr Plans Examiner 773 578 A 045 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 84.690923 $ 14,679.76 $ 176,157.12 $ 88.901654 $ 15,409.62 $ 184,915.44 $ 91.078269 $ 15,786.90 $ 189,442.80 $ 93.329481 $ 16,177.11 $ 194,125.32 $ Sr Public Safety Dispatcher 725 10 H2 034 62.199462 $ 10,781.24 $ 129,374.88 $ 65.374269 $ 11,331.54 $ 135,978.48 $ 68.619981 $ 11,894.13 $ 142,729.56 $ 72.014481 $ 12,482.51 $ 149,790.12 $ 75.749077 $ 13,129.84 $ 157,558.08 $ 77.669654 $ 13,462.74 $ 161,552.88 $ 79.597154 $ 13,796.84 $ 165,562.08 $ Sr Resource Analyst 771 578 A 043 69.739442 $ 12,088.17 $ 145,058.04 $ 73.150096 $ 12,679.35 $ 152,152.20 $ 76.737173 $ 13,301.11 $ 159,613.32 $ 80.608846 $ 13,972.20 $ 167,666.40 $ 84.690923 $ 14,679.76 $ 176,157.12 $ 86.752154 $ 15,037.04 $ 180,444.48 $ 88.901654 $ 15,409.62 $ 184,915.44 $ Staff Aide I 794 578 A 024 43.830404 $ 7,597.27 $ 91,167.24 $ 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ 55.852615 $ 9,681.12 $ 116,173.44 $ Staff Aide II 795 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Staff Aide II - Envir Programs 795A 578 A 026 46.088423 $ 7,988.66 $ 95,863.92 $ 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 57.262962 $ 9,925.58 $ 119,106.96 $ 58.673308 $ 10,170.04 $ 122,040.48 $ Staff Analyst I 796 578 A 032 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 68.010346 $ 11,788.46 $ 141,461.52 $ Staff Analyst II 797 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Street Maint Worker I 811 6 G 019 38.078596 $ 6,600.29 $ 79,203.48 $ 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ Street Maint Worker II 812 6 G 021 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 51.185077 $ 8,872.08 $ 106,464.96 $ Street Maint Worker III 813 6 G 023 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 53.626038 $ 9,295.18 $ 111,542.16 $ Street Maint Worker IV 814 6 G 029 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 59.091000 $ 10,242.44 $ 122,909.28 $ 60.508096 $ 10,488.07 $ 125,856.84 $ 62.040462 $ 10,753.68 $ 129,044.16 $ Street Sweeper Operator 825 6 G 028 47.557558 $ 8,243.31 $ 98,919.72 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 54.880385 $ 9,512.60 $ 114,151.20 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ 60.508096 $ 10,488.07 $ 125,856.84 $ Time & Material Clerk 845 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Traffic Operations Engineer 851 4 E 038 71.240827 $ 12,348.41 $ 148,180.92 $ 74.808462 $ 12,966.80 $ 155,601.60 $ 78.622385 $ 13,627.88 $ 163,534.56 $ 82.690096 $ 14,332.95 $ 171,995.40 $ 86.623442 $ 15,014.73 $ 180,176.76 $ 88.810327 $ 15,393.79 $ 184,725.48 $ 90.997154 $ 15,772.84 $ 189,274.08 $ Tree Trimmer II 780 6 G 026 45.347135 $ 7,860.17 $ 94,322.04 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 49.937481 $ 8,655.83 $ 103,869.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 54.880385 $ 9,512.60 $ 114,151.20 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ Troubleshooter 860 3 D1 038 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 110.076635 $ 19,079.95 $ 228,959.40 $ 112.871885 $ 19,564.46 $ 234,773.52 $ 115.633038 $ 20,043.06 $ 240,516.72 $ Underground Crew Leader 877 3 D1 036 86.165769 $ 14,935.40 $ 179,224.80 $ 90.316096 $ 15,654.79 $ 187,857.48 $ 94.847596 $ 16,440.25 $ 197,283.00 $ 99.785596 $ 17,296.17 $ 207,554.04 $ 104.876135 $ 18,178.53 $ 218,142.36 $ 107.493346 $ 18,632.18 $ 223,586.16 $ 110.076635 $ 19,079.95 $ 228,959.40 $ Utility Business Systems Spc 569 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Utility Conserv/Effcy Coord 913 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Utility Crew Supervisor 881 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Utility Field Services Worker 897 578 A 023 42.779423 $ 7,415.10 $ 88,981.20 $ 44.969596 $ 7,794.73 $ 93,536.76 $ 47.180077 $ 8,177.88 $ 98,134.56 $ 49.573615 $ 8,592.76 $ 103,113.12 $ 52.014692 $ 9,015.88 $ 108,190.56 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 54.510058 $ 9,448.41 $ 113,380.92 $ Utility Field Svcs Supervisor 896 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Utility Inspection Supervisor 467 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Utility Inspection Technician 469 6 G 027 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ Utility Locator (Fiber) 899 3 D2 022 61.441788 $ 10,649.91 $ 127,798.92 $ 64.567212 $ 11,191.65 $ 134,299.80 $ 67.743404 $ 11,742.19 $ 140,906.28 $ 71.131500 $ 12,329.46 $ 147,953.52 $ 74.714250 $ 12,950.47 $ 155,405.64 $ 76.501442 $ 13,260.25 $ 159,123.00 $ 78.314077 $ 13,574.44 $ 162,893.28 $ Utility Services Technician 892 578 A 028 48.326019 $ 8,376.51 $ 100,518.12 $ 50.828077 $ 8,810.20 $ 105,722.40 $ 53.174135 $ 9,216.85 $ 110,602.20 $ 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 61.629750 $ 10,682.49 $ 128,189.88 $ Utility Worker 895 6 G 019 38.078596 $ 6,600.29 $ 79,203.48 $ 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ Water & Sewer System Operator 902 578 A 035 57.262962 $ 9,925.58 $ 119,106.96 $ 60.151558 $ 10,426.27 $ 125,115.24 $ 63.128250 $ 10,942.23 $ 131,306.76 $ 66.315231 $ 11,494.64 $ 137,935.68 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ 73.150096 $ 12,679.35 $ 152,152.20 $ Water Resources Specialist 907 578 A 034 55.852615 $ 9,681.12 $ 116,173.44 $ 58.673308 $ 10,170.04 $ 122,040.48 $ 61.629750 $ 10,682.49 $ 128,189.88 $ 64.640365 $ 11,204.33 $ 134,451.96 $ 68.010346 $ 11,788.46 $ 141,461.52 $ 69.739442 $ 12,088.17 $ 145,058.04 $ 71.454923 $ 12,385.52 $ 148,626.24 $ Water Service Technician I 904 6 G 025 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 54.880385 $ 9,512.60 $ 114,151.20 $ 56.283981 $ 9,755.89 $ 117,070.68 $ Water Service Technician II 903 6 G 027 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 53.626038 $ 9,295.18 $ 111,542.16 $ 56.283981 $ 9,755.89 $ 117,070.68 $ 57.694269 $ 10,000.34 $ 120,004.08 $ 59.091000 $ 10,242.44 $ 122,909.28 $ All classifications on the Classified Salary Plan are FLSA "Non-Exempt" except Unit 4 classifications. Unit 4 classifications are eligible for MOU overtime. 4 of 5 City of Santa Clara
Classified Salary Plan
Effective: 08/03/2025
Approved: 7/15/2025
Job Title
Job Code
Union Code
Sal Plan Grade Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Hourly Monthly Annual Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7
Water/Sewer Maint Worker I 914 6 G 019 38.078596 $ 6,600.29 $ 79,203.48 $ 39.950019 $ 6,924.67 $ 83,096.04 $ 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 47.557558 $ 8,243.31 $ 98,919.72 $ 48.744173 $ 8,448.99 $ 101,387.88 $ Water/Sewer Maint Worker II 917 6 G 023 41.984135 $ 7,277.25 $ 87,327.00 $ 44.235231 $ 7,667.44 $ 92,009.28 $ 46.465962 $ 8,054.10 $ 96,649.20 $ 48.744173 $ 8,448.99 $ 101,387.88 $ 51.185077 $ 8,872.08 $ 106,464.96 $ 52.337712 $ 9,071.87 $ 108,862.44 $ 53.626038 $ 9,295.18 $ 111,542.16 $ All classifications on the Classified Salary Plan are FLSA "Non-Exempt" except Unit 4 classifications. Unit 4 classifications are eligible for MOU overtime. 5 of 5 City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-782 Agenda Date: 7/15/2025

REPORT TO COUNCIL

SUBJECT
Approve the Implementation of a Section 401(a) Deferred Compensation Plan, and Authorize the City Manager to Execute All Plan Documents to Implement the Section 401(a) Deferred Compensation Plan, and Authorize the City Manager to Execute Side Letter Agreements, and Execute Any Future Side Letter Agreements, with Bargaining Units for City Contributions towards Deferred Compensation from the 457(b) Plan to the 401(a) Plan.

BACKGROUND
The City established a deferred compensation retirement plan (hereafter, “Plan”) and authorized a deferral of a portion of employee compensation to be contributed to the plan and invested in an Internal Revenue Service (IRS) approved plan. The plan was established under Section 457(b) (hereafter, “457(b) plan”) of the Internal Revenue Code of 1986, as amended. Through the labor negotiation process, the City agreed with multiple bargaining units to make contributions towards their represented employees’ deferred compensation retirement accounts. Those City contributions were deposited in the employees’ 457(b) deferred compensation retirement accounts. Recently, there was interest in the creation of a Section 401(a) deferred compensation retirement account (hereafter, “401(a) plan”) in which the City would make employer contributions to certain of its employees’ 401(a) deferred compensation retirement accounts to allow employees to maximize their contributions to the 457(b) deferred compensation retirement account. The City has since reached agreement with several bargaining units to have the City’s contributions go into the 401(a) deferred compensation account.

DISCUSSION
On or about November 21, 2024, the Deferred Compensation Advisory Committee recommended to the City Manager that the City adopt a Section 401(a) deferred compensation retirement plan and authorized the City Manager to execute all required Plan documents upon aligning terms with the City’s existing Section 457(b) deferred compensation retirement plan to the extent possible.

Currently, Nationwide Trust Company, FSB (hereafter, “Nationwide”) serves as Trustee (Plan Administrator) of the City’s Section 457(b) deferred compensation retirement plan. The City has worked with Nationwide, to prepare a 401(a) plan to be available to allow for City contributions toward employees’ deferred compensation. The 401(a) plan has been drafted to align with the City’s existing 457(b) plan as closely as possible and is anticipated to have the same fees.

The City’s decision to adopt and implement the 401(a) plan would facilitate the City making tax deferred contributions to eligible employees’ retirement plans, and thus allow employees to maximize amounts they contribute to their individual 457(b) plan. If the City contributes the agreed upon employer deferred compensation contributions to the 401(a) plan, instead of the 457(b) plan, employees will have the option to contribute more total dollars toward their deferred compensation by City of Santa Clara Page 1 of 3 Printed on 7/11/2025
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25-782 Agenda Date: 7/15/2025
maximizing employee contributions into their individual section 457(b) deferred compensation retirement accounts up to the annual limit.

Under the IRS rules and regulations, employees are allowed to have both section 457(b) and section 401(a) deferred compensation retirement accounts. Nationwide plan administration A 401(a) account will be created for an employee with an existing 457(b) account, and the City can make its contributions toward the employee’s 401(a) plan account upon agreement with the representative bargaining units, if any. Otherwise, the City will continue to make any agreed upon employer deferred compensation contributions into the eligible employees’ 457(b) deferred compensation retirement accounts.

Notably, there are some key differences between the 401(a) plan and the 457(b) plan which include:

1. 457(b) has annual contribution limits; for 2025, it is $23,500. The City can separately contribute the agreed upon employer-provided contribution to the 401(a) (which subject to a separate limit).

2. 457(b) account non-Roth funds can be accessed immediately after separation, regardless of age. The 401(a) account non-Roth funds can be accessed immediately after separation with a 10% penalty before age 59 and ½, subject to specific exceptions. After age 59 and ½, there is no penalty.

3. 457(b) contributions are subject to Social Security and Medicare taxes, while 401(a) contributions are not.

It should be noted that the City has agreements with several bargaining units to make contributions to deferred compensation on behalf of employees; however, these agreements currently reference only the 457(b) plan. The Santa Clara Firefighters, IAFF Local 1171 (Unit 1), the Unclassified Police Management Association (Unit 9A), and the Unclassified Miscellaneous Management Employees (Unit 9) have entered into Side Letter Agreements with the City to have City contributions into their represented employees deferred compensation to go into the 401(a) plan once the 401(a) plan has been implemented. Moving forward, other bargaining units may be interested in having the City contributions into deferred compensation go into the 401(a) plan; if so, the City will enter into Side Letter Agreements at that time.

ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(b)(5) in that it is a governmental organizational or administrative activity that will not result in direct or indirect changes in the environment.

FISCAL IMPACT
There is no anticipated additional costs with the implementation of the 401(a) plan, or having City contributions go into the 401(a) plan versus the current 457(b) plan.

COORDINATION
This report has been coordinated with the Finance Department and City Attorney’s Office.

PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and City of Santa Clara Page 2 of 3 Printed on 7/11/2025
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25-782 Agenda Date: 7/15/2025
in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] or at the public information desk at any City of Santa Clara public library.

RECOMMENDATION
Approve the Implementation of a Section 401(a) Deferred Compensation Plan, and Authorize the City Manager to Execute All Plan Documents to Implement the Section 401(a) Deferred Compensation Plan, and Authorize the City Manager to Execute Side Letter Agreements, and Execute Any Future Side Letter Agreements, with Bargaining Units for City Contributions towards Deferred Compensation from the 457(b) Plan to the 401(a) Plan in final forms approved by the City Attorney.

Reviewed by: Aracely Azevedo, Director of Human Resources Approved by: Jovan D. Grogan, City Manager

ATTACHMENTS

1. 401(a) Adoption Agreement

2. 401(a) Administrative Services Agreement

3. Additional 401(a) Plan setup documents from Nationwide

4. Side Letter Agreement with the Santa Clara Firefighters, IAFF Local 1171 (Unit 1) on 401(a)

5. Side Letter Agreement with the Unclassified Police Management Association (Unit 9A) on 401 (a)

6. Side Letter Agreement with the Unclassified Miscellaneous Management Employees (Unit 9) on 401(a)
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 1 NONSTANDARDIZED GOVERNMENTAL PROFIT SHARING/401(k) PLAN ADOPTION AGREEMENT #001
By executing this Nonstandardized Governmental Profit Sharing/401(k) Plan Adoption Agreement (the "Adoption Agreement" or “AA”), the undersigned Employer agrees to establish or continue a Governmental Profit Sharing/401(k) Plan for its Employees. The Governmental Profit Sharing/401(k) Plan adopted by the Employer consists of the Governmental Defined Contribution Pre-Approved Plan Basic Plan Document #03 (the "BPD") and the elections made under this Adoption Agreement (collectively referred to as the "Plan"). An Employer may jointly co-sponsor the Plan by signing a Participating Employer Adoption Page, which is attached to this Adoption Agreement. This Plan is effective as of the Effective Date identified on the Signature Page of this Adoption Agreement.

SECTION 1

EMPLOYER INFORMATION
1-1 EMPLOYER INFORMATION.

Name: City of Santa Clara
Address: 1500 Warburton Ave.

Santa Clara, CA 95050
Telephone: (408) 615-2080
1-2 EMPLOYER IDENTIFICATION NUMBER (EIN). 94-6000426
1-3 FORM OF BUSINESS.
 State or political subdivision of a State
 State agency or instrumentality
 Indian Tribal Government
 Describe other Employer qualified to adopt a Governmental Plan:
1-4 EMPLOYER’S TAX YEAR END. The Employer’s tax year ends June 30 1-5 RELATED EMPLOYERS. Is the Employer part of a group of Related Employers (as defined in Section 1.83 of the Plan)?  Yes
 No
If yes, Related Employers may be listed below. A Related Employer must execute a Participating Employer Adoption Page for Employees of that Related Employer to participate in this Plan. [Note: This AA §1-5 is for informational purposes and the Employer need not list Related Employers. The failure to identify all Related Employers will not jeopardize the qualified status of the Plan.] SECTION 2

PLAN INFORMATION
2-1 PLAN NAME. City of Santa Clara 401(a) Plan
Original Effective Date: January 1, 2025
Restatement Effective Date:
2-2 PLAN NUMBER. 002
2-3 TYPE OF PLAN.
 (a) This Plan is a Profit Sharing Plan. (Note: May also include Matching Contributions under AA §6B.)  (b) This Plan is a Grandfathered Profit Sharing/401(k) Plan. [Note: To qualify as a Grandfathered Profit Sharing/401(k) Plan, the Employer must have maintained a 401(k) plan as of May 6, 1986. A Grandfathered Profit Sharing/401(k) Plan may also include a plan of an Indian Tribal Government, as defined in Section 1.58 of the Plan. See Section 1.55 of the Plan for a more detailed description of a Grandfathered Profit Sharing/401(k) Plan.]  (c) The Plan is intended to be a FICA Replacement Plan (as described under Section 4.03 of the Plan). [Note: If this subsection (c) is checked, elections under this AA must be consistent with the requirements of a FICA Replacement Plan as described under Section 4.03 of the Plan.]
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 2 2-4 PLAN YEAR.
 (a) Calendar year.
 (b) The 12-consecutive month period ending on each year.  (c) The Plan has a Short Plan Year running from to .
2-5 FROZEN PLAN. Check this AA §2-5 if the Plan is a frozen Plan to which no contributions will be made.  This Plan is a frozen Plan effective . (See Section 3.02(a)(2) of the Plan.) [Note: As a frozen Plan, the Employer will not make any contributions with respect to Plan Compensation earned after such date and no Participant will be permitted to make any contributions to the Plan after such date. In addition, no Employee will become a Participant after the date the Plan is frozen.]
2-6 MULTIPLE EMPLOYER PLAN. Is this Plan a Multiple Employer Plan as defined in Section 16.07 of the Plan? (See Section

16.07 of the Plan for special rules applicable to Multiple Employer Plans.)  Yes
 No
2-7 PLAN ADMINISTRATOR.
 (a) The Employer identified in AA §1-1.
 (b) Name:

Address:

Telephone:
2-8 DEFINITION OF DISABLED. An individual is considered Disabled for purposes of applying the provisions of this Plan if:
 (a) The individual is covered by the Employer’s disability insurance plan and is determined to be disabled under such plan.  (b) The individual is determined to be disabled by the Social Security Administration under Section 223(d) of the Social Security Act for purposes of determining eligibility for Social Security benefits.  (c) The Plan Administrator determines an individual is unable to engage in any substantial gainful activity by reason of a medically determinable physical or mental impairment that can be expected to result in death or which has lasted, or can be expected to last, for a continuous period of not less than 12 months. The permanence and degree of such impairment shall be supported by medical evidence. The Plan Administrator may establish reasonable procedures for determining whether a Participant is Disabled.
[Note: An Employer may elect any or all of (a), (b) and (c) above. If more than one of (a), (b) and (c) is selected, the hierarchy for determining whether an individual is considered Disabled is (a), then (b) and then (c), unless described otherwise under separate administrative procedures or under subsection (d) below.]  (d) Alternative definition of Disabled:
[Note: Any alternative definition described in this subsection (d) will apply uniformly to all Participants under the Plan and will be applied in a nondiscretionary manner. The Employer may describe different definitions of Disabled for different purposes under the plan.]
SECTION 3

ELIGIBLE EMPLOYEES
3-1 ELIGIBLE EMPLOYEES. In addition to the Employees identified in Section 2.02 of the Plan, the following Employees are excluded from participation under the Plan with respect to the contribution source(s) identified in this AA §3-1. See Sections

2.02(d) and (e) of the Plan for rules regarding the effect on Plan participation if an Employee changes between an eligible and ineligible class of employment.

Deferral Match ER
 (a) No exclusions
 (b) Collectively Bargained Employees
 (c) Non-resident aliens who receive no compensation from the Employer which constitutes U.S. source income
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G
Leased Employees

H
Employees paid on an hourly basis

I
Employees paid on a salaried basis

J
Employees in an elected or appointed position.

K
Part-Time Employees (as defined in Section 1.71 of the Plan)

L
Seasonal Employees (as defined in Section 1.89 of the Plan)

M
Temporary Employees (as defined in Section 1.93 of the Plan)

N
Employees eligible for another qualified plan sponsored by the Employer or a Related Employer
Specify name of other qualified plan (optional):

O
Other: Non-Represented EmployeesH[FHSWIRU3ROLFH&KLHI&LW\0DQDJHU DQG&LW\$WWRUQH\
[Note: The elections under the ER column apply to any Pick-Up Contributions and any After-Tax Employee Contributions authorized under AA §6-7, unless elected otherwise under subsection (l) above. The exclusions inserted may not result in a specifically named individual or a finite group (such as employees hired before a certain date) being the only employee or employees participating under the plan in violation of the permanency requirements or Treas. Reg. §1.401-1(b)(2). It is permissible to limit participation under the plan to an employee or employees of a specifically named position or positions.] SECTION 4

MINIMUM AGE AND SERVICE REQUIREMENTS
4-1 ELIGIBILITY REQUIREMENTS – MINIMUM AGE AND SERVICE. An Eligible Employee (as defined in AA §3-1) who satisfies the minimum age and service conditions under this AA §4-1 will be eligible to participate under the Plan as of his/her Entry Date (as defined in AA §4-2 below).
(a) Service Requirement. An Eligible Employee must complete the following minimum service requirements to participate in the Plan.

Deferral Match ER
 (1) There is no minimum service requirement for participation in the Plan.  (2) Year(s) of Service (as defined in Section 2.03(a)(1) of the Plan and AA §4-3).
 (3) The completion of at least Hours of Service during the first months of employment (or the first days of employment) or the completion of a Year of Service (as defined in AA §4-3), if earlier.
 (i) An Employee who completes the required Hours of Service satisfies eligibility at the end of the designated period, regardless if the Employee actually works for the entire period.
 (ii) An Employee who completes the required Hours of Service must also be employed continuously during the designated period of employment. See Section 2.03(a)(2) of the Plan for rules regarding the application of this subsection (ii).
 (4) The completion of Hours of Service during an Eligibility Computation Period. [Note: An Employee satisfies the service requirement immediately upon completion of the designated Hours of Service rather than at the end of the Eligibility Computation Period.]
 (5) Full-time Employees are eligible to participate as set forth in subsection (i) below. Employees who are “part-time” Employees must complete a Year of Service (as defined in AA §4-3). For this purpose, a full-time Employee is any Employee not defined in subsection (ii) below.
(i) Full-time Employees must complete the following minimum service Nonstandardized Governmental Plan
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requirements to participate in the Plan:
 (A) There is no minimum service requirement for participation in the Plan.
 (B) The completion of at least Hours of Service during the first months of employment or the completion of a Year of
Service (as defined in AA §4-3), if earlier.
 (C) Under the Elapsed Time method as defined in AA §4-3(c) below.  (D) Describe:
[Note: Any conditions provided under this subsection (D) must be definitely determinable.]
(ii) Part-time Employees must complete a Year of Service (as defined in AA §4-3). For this purpose, a part-time Employee is any Employee (including a temporary or seasonal Employee) whose normal work schedule is less than:
 (A) For this purpose, a part-time Employee is any Employee (including a temporary or seasonal Employee) whose normal work schedule is less than:
 (I) hours per week.
 (II) hours per month.
 (III) hours per year.
 (B) Describe part-time Employees for this purpose:
[Note: A part-time employee must be described as an individual who works less than a specified number of hours (no greater than 40) during a standard work week.]
 (6) Under the Elapsed Time method as described in AA §4-3(c) below.    (7) Describe eligibility conditions:
(b) Minimum Age Requirement. An Eligible Employee (as defined in AA §3-1) must have attained the following age with respect to the contribution source(s) identified in this AA §4-1(b).

Deferral Match ER
 (1) There is no minimum age for Plan eligibility.
 (2) Age 21.
 (3) Age .
 (c) Special eligibility rules. The following special eligibility rules apply with respect to the Plan:
[Note: Any elections under the ER column under this AA §4-1 apply to any Pick-Up Contributions authorized under AA §6-1(d) and any After-Tax Employee Contributions authorized under AA §6-7, unless elected otherwise under subsection (c) above.

Subsection (c) above may be used to apply the eligibility conditions selected under this AA §4-1 separately with respect to different Employee groups or different contribution formulas under the Plan. Any special rules under subsection (c) above must be definitely determinable.]
4-2 ENTRY DATE. An Eligible Employee (as defined in AA §3-1) who satisfies the minimum age and service requirements in AA §4-1 shall be eligible to participate in the Plan as of his/her Entry Date. For this purpose, the Entry Date is the following date with respect to the contribution source(s) identified under this AA §4-2.

Deferral Match ER
 (a) Immediate. The date the minimum age and service requirements are satisfied (or date of hire, if no minimum age and service requirements apply).  (b) Semi-annual. The first day of the 1st and 7th month of the Plan Year.  (c) Quarterly. The first day of the 1st, 4th, 7th and 10th month of the Plan Year.

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 (d) Monthly. The first day of each calendar month.
 (e) Payroll period. The first day of the payroll period.  (f) The first day of the Plan Year.
 (g) Describe Entry Date:
[Note: Entry Date under this subsection (g) must be no later than 3 years after the date described under (a).]
An Eligible Employee’s Entry Date (as defined above) is determined based on when the Employee satisfies the minimum age and service requirements in AA §4-1. For this purpose, an Employee’s Entry Date is the Entry Date:

Deferral Match ER
 (h) next following satisfaction of the minimum age and service requirements.  (i) coinciding with or next following satisfaction of the minimum age and service requirements.

N/A  (j) nearest the satisfaction of the minimum age and service requirements.

N/A  (k) preceding the satisfaction of the minimum age and service requirements.

This section may be used to describe any special rules for determining Entry Dates under the Plan. For example, if different Entry Date provisions apply for the same contribution sources with respect to different groups of Employees, such different Entry Date provisions may be described below.

Deferral Match ER
 (l) Describe any special rules that apply with respect to the Entry Dates under this AA §4-2:
[Note: The elections under the ER column under this AA §4-2 apply to any Pick-Up Contributions selected under AA §6-1(d) and any After-Tax Employee Contributions selected under AA §6-7, unless elected otherwise under subsection (l) above. Any special rules under subsection (l) above must be definitely determinable.] 4-3 DEFAULT ELIGIBILITY RULES. In applying the minimum age and service requirements under AA §4-1 above, the following default rules apply with respect to all contribution sources under the Plan:
 Year of Service. An Employee earns a Year of Service for eligibility purposes upon completing 1,000 Hours of Service during an Eligibility Computation Period. Hours of Service are calculated based on actual hours worked during the Eligibility Computation Period. (See Section 1.57 of the Plan for the definition of Hour of Service.)  Eligibility Computation Period. If one Year of Service is required for eligibility, the Plan will determine subsequent Eligibility Computation Periods on the basis of Plan Years. (See Section 2.03(a)(3)(i) of the Plan). If more than one Year of Service is required for eligibility, the Plan will determine subsequent Eligibility Computation Periods on the basis of Anniversary Years. (See Section 2.03(a)(3)(ii) of the Plan.) To override the default eligibility rules, complete the applicable sections of this AA §4-3. If this AA §4-3 is not completed for a particular contribution source, the default eligibility rules apply.

Deferral Match ER
 (a) Year of Service. Instead of 1,000 Hours of Service, an Employee earns a Year of Service upon the completion of Hours of Service during an Eligibility Computation Period.
 (b) Eligibility Computation Period (ECP). The Plan will use Anniversary Years, unless more than one Year of Service is required under AA §4-1(a), in which case the Plan will shift to Plan Years if the Employee does not earn a Year of Service during the first Eligibility Computation Period. (See Section 2.03(a)(3)(ii) of the Plan.)
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 (c) Elapsed Time method. Eligibility service will be determined under the Elapsed Time method. An Eligible Employee (as defined in AA §3-1) must complete a period of service, as designated below, to participate in the Plan. (See Section

2.03(a)(6) of the Plan.)
 (1) For Deferral, must complete a period of service
 (2) For Match, must complete a period of service
 (3) For ER, must complete a period of service
[Note: Under the Elapsed Time method, service will be measured from the Employee’s employment commencement date (or reemployment commencement date, if applicable) without regard to the Eligibility Computation Period designated in Section 2.03(a)(3) of the Plan.]
 (d) Equivalency Method. For purposes of determining an Employee’s Hours of Service for eligibility, the Plan will use the Equivalency Method (as defined in Section 2.03(a)(5) of the Plan). The Equivalency Method will apply to:
 (1) All Employees.
 (2) Only Employees for whom the Employer does not maintain hourly records. For Employees for whom the Employer maintains hourly records, eligibility will be determined based on actual hours worked.

Hours of Service for eligibility will be determined under the following Equivalency Method.
 (3) Monthly. 190 Hours of Service for each month worked.  (4) Weekly. 45 Hours of Service for each week worked.  (5) Daily. 10 Hours of Service for each day worked.
 (6) Semi-monthly. 95 Hours of Service for each semi-monthly period worked.
 (7) Describe Equivalency Method:
[Note: Any description of an Equivalency Method under this subsection (7) must be definitely determinable.]
 (e) Special eligibility provisions.
[Note: The elections under the ER column under this AA §4-3 apply to any Pick-Up Contributions authorized under AA §6-1(d) and any After-Tax Employee Contributions selected under AA §6-7, unless elected otherwise under subsection (e) above. Any special rules under subsection (e) above must be definitely determinable.] 4-4 EFFECTIVE DATE OF MINIMUM AGE AND SERVICE REQUIREMENTS. The minimum age and/or service requirements under AA §4-1 apply to all Employees under the Plan. An Employee will participate with respect to all contribution sources under the Plan as of his/her Entry Date, taking into account all service with the Employer, including service earned prior to the Effective Date.

To allow Employees employed on a specified date to enter the Plan without regard to the minimum age and/or service conditions, complete this AA §4-4.

Deferral Match ER
 An Eligible Employee who is employed by the Employer on the following designated date will enter the Plan on the designated date without regard to minimum age and/or service requirements (as designated below):
 (a) the Effective Date of this Plan (as designated in the Employer Signature Page).  (b) the date the Plan is executed by the Employer (as indicated on the Employer Signature Page).
 (c) [insert date no earlier than the Effective Date of this Plan] An Eligible Employee who is employed on the designated date will enter the Plan on the designated date without regard to the minimum age and service requirements under AA §4-1. If both minimum age and service conditions are not waived, select subsection (d) or (e) below to designate which condition is waived under this AA §4-4.  (d) This AA §4-4 only applies to the minimum service condition.  (e) This AA §4-4 only applies to the minimum age condition.

The provisions of this AA §4-4 apply to all Eligible Employees employed on the Nonstandardized Governmental Plan
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 7 designated date unless designated otherwise under subsection (f) or (g) below.  (f) The provisions of this AA §4-4 apply to the following group of Employees employed on the designated date:
 (g) Describe special rules:
[Note: An Employee who is employed as of the designated date described in this AA §4- 4 will enter the Plan as of such date unless a different Entry Date is designated under subsection (g) above. The elections under the ER column apply to any Pick-Up Contributions authorized under AA §6-1(d) and any After-Tax Employee Contributions selected under AA §6-7, unless elected otherwise under subsection (g) above. Any special rules under subsection (g) above must be definitely determinable.]

4-5 SERVICE WITH PREDECESSOR EMPLOYER. Service with the following Predecessor Employers will be counted for purposes of determining eligibility, vesting and allocation conditions under this Plan, unless designated otherwise under subsection (a) or (b) below. (See Sections 2.06, 3.07(b) and 6.07 of the Plan.)  (a) The Plan will count service with the following Predecessor Employers:

Name of Predecessor Employer Eligibility Vesting
Allocation
Conditions
 (1)  

 (b) Describe any special provisions applicable to Predecessor Employer service:
4-6 BREAKS IN SERVICE. Generally, an Employee will be credited with all service earned with the Employer, including service earned prior to a Break in Service. To disregard service earned prior to a Break in Service for eligibility purposes, complete this AA §4-6. (See Section 2.07 of the Plan.)
 (a) If an Employee incurs at least one Break in Service, the Plan will disregard all service earned prior to such Break in Service for purposes of determining eligibility to participate.  (b) If an Employee incurs at least Breaks in Service, the Plan will disregard all service earned prior to such Break in Service for purposes of determining eligibility to participate. [Enter “0” if prior service will be disregarded for all rehired Employees.]
 (c) The Nonvested Participant Break in Service rule applies to all Employees, including Employees who have not terminated employment.
 (d) Describe:

SECTION 5

COMPENSATION DEFINITIONS
5-1 TOTAL COMPENSATION. Total Compensation is based on the definition set forth under this AA §5-1. See Section 1.94 of the Plan for a specific definition of the various types of Total Compensation.  (a) W-2 Wages
 (b) Code §415 Compensation
 (c) Wages under Code §3401(a)
[Note: For purposes of determining Total Compensation, each definition includes Elective Deferrals as defined in Section 1.36 of the Plan, pre-tax contributions to a Code §125 cafeteria plan or a Code §457 plan, and qualified transportation fringes under Code §132(f)(4).]
5-2 POST-SEVERANCE COMPENSATION. Total Compensation includes post-severance compensation, to the extent provided in Section 1.94(b) of the Plan, unless otherwise elected below.  (a) Exclusion of post-severance compensation from Total Compensation. The following amounts paid after a Participant’s severance of employment are excluded from Total Compensation.  (1) Unused leave payments. Payment for unused accrued bona fide sick, vacation, or other leave, but only if the Employee would have been able to use the leave if employment had continued.  (2) Deferred compensation. Payments received by an Employee pursuant to a nonqualified unfunded deferred compensation plan, but only if the payment would have been paid to the Employee at the same time if the Nonstandardized Governmental Plan
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 8 Employee had continued in employment and only to the extent that the payment is includible in the Employee’s gross income.
[Note: Plan Compensation (as defined in Section 1.75 of the Plan) includes any post-severance compensation amounts that are includible in Total Compensation. The Employer may elect to exclude all compensation paid after severance of employment from the definition of Plan Compensation under AA §5-3(j) below or may elect to exclude specific types of post-severance compensation from Plan Compensation under AA §5-3(l) below.]  (b) Continuation payments for disabled Participants. If this subsection (b) is not elected, Total Compensation does not include continuation payments for disabled Participants. If this subsection (b) is elected, Total Compensation shall include post-severance compensation paid to a Participant who is permanently and totally disabled, as provided in Section 1.94(c) of the Plan.
5-3 PLAN COMPENSATION. Plan Compensation is Total Compensation (as defined in AA §5-1 above) with the following exclusions described below.

Deferral Match ER
 (a) No exclusions.

N/A  (b) Elective Deferrals (as defined in Section 1.36 of the Plan), pre-tax contributions to a cafeteria plan or a Code §457 plan, and qualified transportation fringes under Code §132(f)(4) are excluded.
 (c) All fringe benefits (cash and noncash), reimbursements or other expense allowances, moving expenses, deferred compensation, and welfare benefits are excluded.
 (d) Compensation above $ is excluded.
 (e) Amounts received as a bonus are excluded.
 (f) Amounts received as commissions are excluded.
 (g) Overtime payments are excluded.
 (h) Amounts received for services performed for a non-signatory Related Employer are excluded. (See Section 2.02(c) of the Plan.)
[Note: If this subsection (h) is not elected, amounts received for services performed for a non-signatory Related Employer are INCLUDED in Plan Compensation.]  (i) “Deemed §125 compensation” as defined in Section 1.94(d) of the Plan.  (j) Amounts received after termination of employment are excluded. (See Section

1.94(b) of the Plan.)
 (k) Differential Pay (as defined in Section 1.94(e) of the Plan).  (l) Describe adjustments to Plan Compensation:

[Note: Any modification under subsection (l) must be definitely determinable and preclude Employer discretion. The elections under the ER column under this AA §5-3 apply to any Pick-Up Contributions authorized under AA §6-1(d) and any After-Tax Employee Contributions selected under AA §6-7, unless elected otherwise under subsection (l).] 5-4 PERIOD FOR DETERMINING COMPENSATION.
(a) Compensation Period. Plan Compensation will be determined on the basis of the following period(s) for the contribution sources identified in this AA §5-4. [Note: If a period other than the Plan Year applies for any contribution source, any reference to the Plan Year as it refers to Plan Compensation for that contribution source will be deemed to be a reference to the period designated under this AA §5-4.] Deferral Match ER
 (1) The Plan Year.
 (2) The calendar year ending in the Plan Year.
 (3) The Employer's fiscal tax year ending in the Plan Year.  (4) The 12-month period ending on which ends during the Plan Year.

Nonstandardized Governmental Plan
Section 5 – Compensation Definitions
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 9 (b) Compensation while a Participant. Unless provided otherwise under this subsection (b), in determining Plan Compensation, only compensation earned while an individual is a Participant under the Plan with respect to a particular contribution source will be taken into account.

To count compensation for the entire Plan Year for a particular contribution source, including compensation earned while an individual is not a Participant with respect to such contribution source, check below. (See Section 1.75(b) of the Plan.)
Deferral Match ER
 All compensation earned during the Plan Year will be taken into account, including compensation earned while an individual is not a Participant.

(c) Few weeks rule. The few weeks rule (as described in Section 5.02(c)(7)(i) of the Plan) will not apply unless designated otherwise under this subsection (c).
 Amounts earned but not paid during a Limitation Year solely because of the timing of pay periods and pay dates shall be included in Total Compensation for the Limitation Year, provided the amounts are paid during the first few weeks of the next Limitation Year, the amounts are included on a uniform and consistent basis with respect to all similarly situated Employees, and no amounts are included in more than one Limitation Year.

SECTION 6

EMPLOYER AND EMPLOYEE CONTRIBUTIONS
6-1 EMPLOYER / EMPLOYEE CONTRIBUTIONS. The Employer/Employee may make the following contributions under the Plan:
 (a) Employer Contributions under AA §6-2
 (b) Voluntary After-Tax Employee Contributions under AA §6-7(a)  (c) Mandatory After-Tax Employee Contributions under AA §6-7(b)  (d) Employer Pick-Up Contributions under AA §6-7(c)
 (e) N/A. No Employer/Employee Contributions are permitted under the Plan [Skip to Section 6A] 6-2 EMPLOYER CONTRIBUTION FORMULA. For the period designated in AA §6-5(a) below, the Employer will make the following Employer Contributions on behalf of Participants who satisfy the allocation conditions designated in AA §6-6 below.

Any Employer Contribution authorized under this AA §6-2 will be allocated in accordance with the allocation formula selected under AA §6-3.
 (a) Discretionary contribution. The Employer will determine in its sole discretion how much, if any, it will make as an Employer Contribution.
 (b) Fixed contribution.
 (1) Fixed percentage. % of each Participant’s Plan Compensation.  (2) Fixed dollar. $ for each Participant.
 (3) Determined in accordance with the terms of the Employment contract between an Eligible Employee and the Employer. [Note: If this subsection (3) is checked, the provisions of an Employment contract addressing retirement benefits will override any selection under this AA §6-2.]  (c) Contributions under Collective Bargaining Agreement, employment contract or equivalent arrangement. The Employer will make an Employer Contribution based on a Collective Bargaining Agreement, employment agreement or equivalent arrangement as follows:
[Note: Insert the appropriate contribution formula (and allocation formula, if applicable) from the Collective Bargaining Agreement, employment agreement or equivalent arrangement. The formula must be definitely determinable as required under Treas. Reg. §1.401-1.]
 (d) Service-based contribution. The Employer will make the following contribution:
 (1) Discretionary. A discretionary contribution determined as a uniform percentage of Plan Compensation for each period of service designated below.
 (2) Fixed percentage. % of Plan Compensation paid for each period of service designated below.  (3) Fixed dollar. $ for each period of service designated below.

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Section 6 – Employer and Employee Contributions
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 10 The service-based contribution will be based on the following periods of service:
 (4) Each Hour of Service
 (5) Each week of employment
 (6) Describe period:

The service-based contribution is subject to the following rules.  (7) Describe any special provisions that apply to service-based contribution:
 (e) Describe special rules for determining contributions under Plan:
[Note: Any special rules under this subsection (e) may only describe the basis for determining a discretionary servicebased contribution, such as a uniform dollar amount, and must be definitely determinable.] 6-3 ALLOCATION FORMULA.
 (a) Pro rata allocation. The discretionary Employer Contribution under AA §6-2(a) will be allocated:
 (1) as a uniform percentage of Plan Compensation.
 (2) as a uniform dollar amount.
 (b) Fixed contribution. The fixed Employer Contribution under AA §6-2 will be allocated in accordance with the selections made with respect to fixed Employer Contributions under AA §6-2.  (c) Permitted disparity allocation. The discretionary Employer Contribution under AA §6-2(a) will be allocated under the two-step method (as defined in Section 3.02(a)(1)(i)(B)(I) of the Plan), using the Taxable Wage Base (as defined in Section 1.92 of the Plan) as the Integration Level.

To modify these default rules, complete the appropriate provision(s) below.  (1) Integration Level. Instead of the Taxable Wage Base, the Integration Level is:
 (i) % of the Taxable Wage Base, increased (but not above the Taxable Wage Base) to the next higher:
 (A) N/A  (B) $1
 (C) $100  (D) $1,000
 (ii) $ (not to exceed the Taxable Wage Base)
 (iii) 20% of the Taxable Wage Base
[Note: See Section 3.02(a)(1)(i)(B)(IV) of the Plan for rules regarding the Maximum Disparity Rate that may be used where an Integration Level other than the Taxable Wage Base is selected.]  (2) Describe special rules for applying permitted disparity allocation formula:
[Note: Any special rules under subsection (2) must be definitely determinable.]  (d) Uniform points allocation. The discretionary Employer Contribution designated in AA §6-2(a) will be allocated to each Participant in the ratio that each Participant's total points bears to the total points of all Participants. A Participant will receive the following points:
 (1) point(s) for each year(s) of age (attained as of the end of the Plan Year).  (2) points for each $ of Plan Compensation.
 (3) point(s) for each Year(s) of Service. For this purpose, Years of Service are determined:
 (i) In the same manner as determined for eligibility.  (ii) In the same manner as determined for vesting.
 (iii) Points will not be provided with respect to Years of Service in excess of .  (e) Employee group allocation. The Employer may make a separate discretionary Employer Contribution to the Participants in the following allocation groups. The Employer must notify the Trustee in writing of the amount of the contribution to be allocated to each allocation group.
 (1) A separate discretionary Employer Contribution may be made to each Participant of the Employer (i.e., each Participant is in his/her own allocation group).
 (2) A separate discretionary or fixed Employer Contribution may be made to the following allocation groups. If no fixed amount is designated for a particular allocation group, the contribution made for such allocation group will be allocated as a uniform percentage of Plan Compensation to all Participants within that allocation group, unless otherwise designated as a uniform dollar amount below.

Nonstandardized Governmental Plan
Section 6 – Employer and Employee Contributions
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 11  The contribution made for each allocation group will be allocated as a uniform dollar amount to all Participants within the allocation group.

Group 1:
[Note: The Employee allocation groups designated above must be clearly defined in a manner that will not violate the definite allocation formula requirement of Treas. Reg. §1.401-1(b)(1)(ii).] (3) Special rules. Unless designated otherwise under this subsection (3), if a Participant is in more than one allocation group described in (2) above during the Plan Year, the Participant will receive an Employer Contribution based on the Participant’s status on the last day of the Plan Year. (See Section 3.02(a)(1)(i)(D) of the Plan.)
 (i) Determined separately for each Employee group. If a Participant is in more than one allocation group during the Plan Year, the Participant’s share of the Employer Contribution will be based on the Participant’s status for the part of the year the Participant is in each allocation group.  (ii) Describe:
[Note: This subsection (ii) may only describe the amount of the Employer Contribution a Participant will receive when such Participant is in more than one allocation group. Any language under this subsection (ii) must be definitely determinable.]  (f) Age-based allocation. The discretionary Employer Contribution designated in AA §6-2(a) will be allocated under the age-based allocation formula so that each Participant receives a pro rata allocation based on adjusted Plan Compensation. For this purpose, a Participant’s adjusted Plan Compensation is determined by multiplying the Participant’s Plan Compensation by an Actuarial Factor (as described in Section 1.03 of the Plan).

A Participant’s Actuarial Factor is determined based on a specified interest rate and mortality table. Unless designated otherwise under subsection (1) or (2) below, the Plan will use an applicable interest rate of 8.5% and a UP-1984 mortality table.
 (1) Applicable interest rate. Instead of 8.5%, the Plan will use an interest rate of % (must be between 7.5% and 8.5%) in determining a Participant’s Actuarial Factor.  (2) Applicable mortality table. Instead of the UP-1984 mortality table, the Plan will use the following mortality table in determining a Participant’s Actuarial Factor:
 (3) Describe special rules applicable to age-based allocation:
[Note: See Appendix A of the Plan for sample Actuarial Factors based on an 8.5% applicable interest rate and the UP-1984 mortality table. If an interest rate or mortality table other than 8.5% or UP-1984 is selected, appropriate Actuarial Factors must be calculated. Subsection (3) must provide for a definitely determinable allocation method.]
 (g) Service-based allocation formula. The service-based Employer Contribution selected in AA §6-2(d) will be allocated in accordance with the selections made in AA §6-2(d).
 (h) Describe special rules for determining allocation formula:
[Note: Any special rules under this subsection (h) must be described in a manner that precludes Employer discretion.] 6-4 CONTRIBUTIONS OF ACCRUED SICK, PTO AND/OR VACATION LEAVE. [Note: Do not complete this AA §6-4 and instead use AA§6-7(c) if this is an Employer Pick-Up Contribution.]  (a) The Employer will make and allocate Employer Contributions of amounts of accrued unpaid sick leave, as described below:
 (b) The Employer will make and allocate Employer Contributions of amounts of accrued unpaid vacation leave, as described below:
[Note: The Employer must describe an Employer Contribution of accrued unpaid sick, and/or vacation leave that meets the following requirements:
 The leave converted under the arrangement can only be accrued unpaid leave;  The leave converted can only be sick and/or vacation leave;  The Employer must designate how often the conversions occur under this AA §6-4;  The eligibility requirements for participation in the plan cannot be such that an Employee becomes a Participant only in the plan year in which the Employee terminates employment; Nonstandardized Governmental Plan
Section 6 – Employer and Employee Contributions
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 12  The only accrued unpaid leave which can be converted under the arrangement must only be leave for which the Employee has no right to request a cash payment;
 The leave conversion formula can only be one which involves multiplying an Employee’s current daily rate of pay against the amount of accrued unpaid leave being converted; and  The leave conversion formula is definitely determinable.] 6-5 SPECIAL RULES. No special rules apply with respect to Employer/Employee Contributions under the Plan, except to the extent designated under this AA §6-5. Unless designated otherwise, in determining the amount of the Employer/Employee Contributions to be allocated under this AA §6, the contribution will be based on Plan Compensation earned during the Plan Year.  (a) Period for determining Employer/Employee Contributions. Instead of the Plan Year, Employer/Employee Contributions will be determined based on Plan Compensation earned during the following period: [Note: The Plan Year must be used if the permitted disparity allocation method is selected under AA §6-3(c) above.]  (1) Plan Year quarter
 (2) calendar month
 (3) payroll period
 (4) Other:
[Note: Although Employer Contributions are determined on the basis of Plan Compensation earned during the period designated under this subsection (a), this does not require the Employer to actually make contributions or allocate contributions on the basis of such period. Employer Contributions may be contributed and allocated to Participants at any time within the contribution period permitted under Treas. Reg. §1.415(c)-1(b)(6)(B), regardless of the period selected under this subsection (a).]
 (b) Limit on Employer Contributions. The Employer Contribution elected in AA §6-2 may not exceed:
 (1) % of Plan Compensation
 (2) $
 (3) A discretionary amount determined by the Employer applied in a uniform manner for all eligible Participants for the Plan Year.
 (c) Offset of Employer Contribution.
 (1) A Participant’s allocation of Employer Contributions under AA §6-2 of this Plan is reduced by contributions under [insert name of plan(s)]. (See Section 3.02(a)(1) of the Plan.)  (2) In applying the offset under this subsection (c), the following rules apply:
 (d) Special rules:
[Note: Any special rules under this subsection (d) must be definitely determinable.] 6-6 ALLOCATION CONDITIONS. A Participant must satisfy any allocation conditions designated under this AA §6-6 to receive an allocation of Employer Contributions under the Plan. [Note: No allocation conditions apply to After-Tax Employee Contributions or Employer Pick-Up Contributions under AA §6-7.]  (a) No allocation conditions apply with respect to Employer Contributions under the Plan.  (b) Employment condition. An Employee must be employed with the Employer on the last day of the Plan Year.  (c) Minimum service condition. An Employee must be credited with at least:
 (1) Hours of Service during the Plan Year.
 (i) Hours of Service are determined using actual Hours of Service.  (ii) Hours of Service are determined using the following Equivalency Method (as defined under Section

2.03(a)(5) of the Plan):
 (A) Monthly  (B) Weekly
 (C) Daily  (D) Semi-monthly
 (E) Describe:
[Note: Any description under this subsection (E) must be definitely determinable.]  (2) consecutive days of employment with the Employer during the Plan Year.

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Section 6 – Employer and Employee Contributions
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 13  (d) Exceptions.
 (1) The above allocation condition(s) will not apply if the Employee:
 (i) dies.
 (ii) terminates employment due to becoming Disabled.
 (iii) becomes Disabled.
 (iv) terminates employment after attaining Normal Retirement Age. [Note: This waiver of allocation conditions applies only once during the Participant’s employment with the Employer. Thus, if an Employee is rehired after such a waiver was applied to such Employee, the waiver of allocation conditions will not apply to a subsequent termination of employment. The Employer may modify this rule in subsection (e) below.]  (v) terminates employment after attaining Early Retirement Age. [Note: This waiver of allocation conditions applies only once during the Participant’s employment with the Employer. Thus, if an Employee is rehired after such a waiver was applied to such Employee, the waiver of allocation conditions will not apply to a subsequent termination of employment. The Employer may modify this rule in subsection (e) below.]  (vi) is on an authorized leave of absence from the Employer.  (2) The exceptions selected under subsection (1) above will apply even if an Employee has not terminated employment at the time of the selected event(s).
 (3) The exceptions selected under subsection (1) above do not apply to:
 (i) an employment condition under subsection (b) above.  (ii) a minimum service condition under subsection (c) above.  (e) Describe any special rules governing the allocation conditions under the Plan:
[Note: Any special rules under this subsection (e) must be definitely determinable.] 6-7 AFTER-TAX EMPLOYEE CONTRIBUTIONS AND EMPLOYER PICK-UP CONTRIBUTIONS.  (a) Voluntary After-Tax Employee Contributions. If permitted under this subsection (a), a Participant may contribute any amount as Voluntary After-Tax Employee Contributions up to the Code §415 Limitation (as defined in Section 5.02 of the Plan), except as limited under this subsection (a).  (1) Limits on Voluntary After-Tax Employee Contributions. If this subsection (1) is checked, the following limits apply to Voluntary After-Tax Employee Contributions:
 (i) Maximum limit. A Participant may make Voluntary After-Tax Employee Contributions up to:
 (A) % of Plan Compensation
 (B) $
for the following period:
 (C) the entire Plan Year.
 (D) the portion of the Plan Year during which the Employee is eligible to participate.  (E) each separate payroll period during which the Employee is eligible to participate.  (ii) Minimum limit. The amount of Voluntary After-Tax Employee Contributions a Participant may make for any payroll period may not be less than:
 (A) % of Plan Compensation
 (B) $
(2) Change or revocation of Voluntary After-Tax Employee Contributions. In addition to the Participant’s Entry Date under the Plan, a Participant’s election to change or resume an after-tax election will be effective as set forth under the After-Tax Employee Contributions election form or other written procedures adopted by the Plan Administrator. A Participant must be permitted to change or revoke an after-tax election at least once per year. Unless the After-Tax Employee Contributions election form or other written procedures adopted by the Plan Administrator provide otherwise, a Participant may revoke an after-tax election (on a prospective basis) at any time. Unless designated otherwise in a Participant’s after-tax election form, a Participant’s affirmative election to make an After-Tax Employee Contribution will cease upon termination of employment and the Participant will need to make a new election upon rehire.

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Section 6 – Employer and Employee Contributions
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 14  (3) Other limits or special rules relating to Voluntary After-Tax Employee Contributions:
[Note: Any limits described under this subsection (3) must be consistent with the provisions of Section 3.04 of the Plan.]
 (b) Mandatory After-Tax Employee Contributions. If this subsection (b) is checked, Employees are required to make Mandatory After-Tax Employee Contributions in order to participate under the Plan.  (1) Amount of Mandatory After-Tax Employee Contributions. Employees are required to contribute the following amount in order to participate in the Plan:
 (i) % of each Employee’s Total Compensation.
 (ii) $ for each Participant.
 (iii) Describe rate or amount:
 (2) Special rules applicable to Mandatory After-Tax Employee Contributions:
 (c) Employer Pick-Up Contributions. Each Participant will be required to make a Pick-up Contribution to the Plan equal to the amount specified under this subsection (c). Any amounts contributed pursuant to this subsection (c) will be picked up by the Employer pursuant to Code §414(h) and will be treated as Employer Contributions under the Plan.

Such contributions and earnings thereon will be 100% vested at all times. (See Section 3.03 of the Plan.)  (1) The following amounts will be contributed to the Plan as an Employer Pick-Up Contribution:
 (i) % of Plan Compensation.
 (ii) $ per pay period.
 (iii) Any amount from % to % of Plan Compensation, as designated by the Employee. [Note: This subsection (iii) may only be selected if the Employee designates the amount as a onetime irrevocable election.]  (2) Elect this subsection (2) if an Employee may make a one-time irrevocable election not to make Employer Pick-Up Contributions under the Plan.
 (3) Special rules applicable to Employer Pick-Up Contributions:
[Note: Any Employer Pick-Up Contributions made under this subsection (c) must satisfy the requirements of Section

3.03 of the Plan. See AA §11-4 for an Employee’s ability to elect out of making Employer Pick-Up Contributions.] SECTION 6A

SALARY DEFERRALS
6A-1 SALARY DEFERRALS. Are Employees permitted to make Salary Deferrals under the Plan?  Yes.
 No. [If “No” is checked, skip to Section 6B.]
6A-2 MAXIMUM LIMIT ON SALARY DEFERRALS. Unless designated otherwise under this AA §6A-2, a Participant may defer any amount up to the Elective Deferral Dollar Limit and the Code §415 Limitation (as set forth in Sections 5.02 and 5.03 of the Plan).
 (a) Salary Deferral Limit. A Participant may not defer an amount in excess of:
 (1) % of Plan Compensation.
 (2) $ .
[Note: If both subsection (1) and (2) above are checked, the deferral limit is the lesser of the amounts selected.] Any limit described in subsection (1) or (2) above applies with respect to the following period:
 (3) Plan Year.
 (4) the portion of the Plan Year during which the individual is eligible to participate.  (5) each separate payroll period during which the individual is eligible to participate.  (b) Limits on deferrals on bonus payments. [Note: This §6A-2(b) only may be selected, if bonus payments are not excluded under AA §5-3.]
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Section 6A – Salary Deferrals
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 15  (1) The same limits specified in (a)(1) and (a)(2) above apply to bonus and non-bonus Plan Compensation, Employees may defer any amounts out of bonus payments, subject to the Elective Deferral Dollar Limit and the Code §415 Limitation (as defined in Sections 5.02 and 5.03 of the Plan) and any other limit on Salary Deferrals under this AA 6A-2. The Employer may impose special limits on bonus payments or may impose special limits on bonus payments under the Salary Deferral Election. (See Section 3.02(c)(2) of the Plan.)  (2) A Participant may defer up to % (not to exceed 100%) of any bonus payment (subject to the Elective Deferral Dollar Limit and the Code §415 Limitation), without regard to any other limits described under this AA §6A-2. The Employer may impose special limits on bonus payments under the Salary Deferral Election. (See Section 3.02(c)(2) of the Plan.)
 (3) Describe special rules applicable to deferrals on bonus payments:
[Note: If this subsection (b) is checked, bonus payments may not be excluded from Plan Compensation in the Deferral column under AA §5-3(e).]
 (c) Describe any other limits that apply with respect to Salary Deferrals under the Plan:
6A-3 MINIMUM DEFERRAL RATE. Unless designated otherwise under this AA §6A-3, no minimum deferral requirement applies under the Plan. Alternatively, a Participant must defer at least the following amount in order to make Salary Deferrals under the Plan.
 (a) % of Plan Compensation for a payroll period.
 (b) $ for a payroll period.
 (c) Describe:
[Note: If more than one limit applies under this AA §6A-3, the minimum deferral rate is the lesser of the amounts designated under this AA §6A-3.]
6A-4 CATCH-UP CONTRIBUTIONS. Catch-Up Contributions (as defined in Section 3.02(c)(2)(iv) of the Plan) are permitted under the Plan, unless designated otherwise under this AA §6A-4.  Catch-Up Contributions are not permitted under the Plan. 6A-5 ROTH DEFERRALS. Roth Deferrals (as defined in Section 3.02(c)(2)(v) of the Plan) are not permitted under the Plan, unless designated otherwise under this AA §6A-5.
 (a) Availability of Roth Deferrals. Roth Deferrals are permitted under the Plan. [Note: If Roth Deferrals are effective as of a date later than the Effective Date of the Plan, designate such special Effective Date in AA §6A-8(b) below. Roth Deferrals may not be made prior to January 1, 2006.]
(b) Distribution of Roth Deferrals. Unless designated otherwise under this subsection (b), to the extent a Participant takes a distribution or withdrawal from his/her Salary Deferral Account(s), the Participant may designate the extent to which such distribution is taken from the Pre-Tax Deferral Account or from the Roth Deferral Account. (As described under Section 7.11(b)(2) of the Plan for default distribution rules if a Participant fails to designate the appropriate Account for corrective distributions from the Plan, such distribution may be withdrawn equally from both the Pre-Tax Salary Deferral Account and the Roth Deferral Account or the Employer may withdraw such amounts first from either the Pre-Tax Salary Deferral Account or the Roth Deferral Account.) Alternatively, the Employer may designate the order of distributions as listed below:
 (1) Any distribution will be taken on a pro rata basis from the Participant’s Pre-Tax Deferral Account and Roth Deferral Account.
 (2) Any distribution will be taken first from the Participant’s Roth Deferral Account and then from the Participant’s Pre-Tax Deferral Account.
 (3) Any distribution will be taken first from the Participant’s Pre-Tax Deferral Account and then from the Participant’s Roth Deferral Account.
(c) In-Plan Roth Conversions. Unless elected under this AA §6A-5(c), the Plan does not permit a Participant to make an In-Plan Roth Conversion under the Plan. To override this provision to allow Participants to make an In-Plan Roth Conversion, subsection (1) below must be checked.
 (1) Effective date. Effective [not earlier than 1/1/2013], a Participant may elect to convert all or any portion of his/her non-Roth vested Account Balance to an In-Plan Roth Conversion Account.

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Section 6A – Salary Deferrals
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 16 [Note: The Plan must provide for Roth Deferrals under AA §6A-5(a) above as of the effective date designated in this subsection (1). An election under this subsection (1) does not affect an In-Plan Roth Conversion that was allowed under prior Plan provisions.]
(2) In-Service Distribution.
 (i) For a Participant to convert his/her eligible contributions to Roth Deferrals through an In-Plan Roth Conversion, the Participant need not be eligible to take a distribution from the Plan. [Note: If this subsection (i) is checked, a Participant may convert any or all of the eligible contribution sources to Roth Deferrals through an In-Plan Roth Conversion.]
 (ii) For a Participant to convert his/her eligible contributions to Roth Deferrals through an In-Plan Roth Conversion, a Participant must be eligible for a distribution of any amounts converted to Roth Deferrals through an In-Plan Roth Conversion. Thus, only amounts that are eligible for distribution under AA §9 or AA §10 are eligible for In-Plan Roth Conversion. (3) Contribution sources. An Employee may elect to make an In-Plan Roth Conversion from all available contribution sources under the Plan.

To override this default provision to limit the contributions sources available for In-Plan Roth Conversion, select the applicable contribution sources from which an In-Plan Roth Conversion is available:
 (i) Pre-tax Salary Deferrals
 (ii) Employer Contributions
 (iii) Matching Contributions
 (iv) After-Tax Contributions
 (v) Rollover Contributions
 (vi) Employer Pick-Up Contributions
 (vii) Describe:
[Note: Any contribution sources described in this subsection (vii) must be definitely determinable and not subject to Employer discretion.]
(4) Limits applicable to In-Plan Roth Conversions. No limits apply with respect to In-Plan Roth Conversions, unless designated otherwise under this subsection (4).
 (i) Roth conversions may only be made from contribution sources that are fully vested (i.e., 100% vested).
[Note: If an In-Plan Roth Conversion is permitted from partially-vested sources, special rules apply for determining the vested percentage of such amounts after conversion. See Section 6.09 of the Plan.]
 (ii) A Participant may not make an In-Plan Roth Conversion of less than $ (may not exceed $1,000).  (iii) A Participant may not make an In-Plan Roth Conversion of any outstanding loan amount. [Note: If this subsection (iii) is not checked, a Participant may convert amounts that are attributable to an outstanding loan, to the extent the loan relates to a contribution source that is eligible for conversion under subsection (3) above.]
 (iv) Describe:
[Note: Any selection in this subsection (iv) must be definitely determinable and not subject to Employer discretion.]
(5) Amounts available to pay federal and state taxes generated from an In-Plan Roth Conversion. No special provisions apply to allow Participants to withdraw funds to pay federal or state taxes generated from an In-Plan Roth Conversion, except as provided otherwise under this subsection (5).  (i) In-service distribution. If the Plan does not otherwise permit an in-service distribution at the time of the In-Plan Roth Conversion and this subsection (i) is checked, a Participant may elect to take an in-service distribution solely to pay taxes generated from the In-Plan Roth Conversion to the extent such in-service distribution would otherwise be permitted under Section 7.10 of the Plan. [Note: If this subsection (i) is checked, a Participant may take an in-service distribution only to the extent such distribution would otherwise be permitted under the provisions of Section 7.10 of the Nonstandardized Governmental Plan
Section 6A – Salary Deferrals
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 17 Plan. Thus, for example, a Participant may not take an in-service distribution of amounts attributable to Salary Deferrals prior to age 59½.]
 (ii) Participant loan. Generally, a Participant may request a loan from the Plan to the extent permitted under Section 13 of the Plan and AA §B. However, to the extent a Participant loan is not otherwise allowed and this subsection (ii) is selected, a Participant may receive a Participant loan solely to pay taxes generated from an In-Plan Roth Conversion.
[Note: If this subsection (ii) is selected and Participant loans are not otherwise authorized under the Plan, any Participant loan made pursuant to this subsection (ii) will be made in accordance with the default loan policy described in Section 13 of the Plan.] (6) Distribution from In-Plan Roth Conversion Account. Distributions from the In-Plan Roth Conversion Account will be permitted at the same time as permitted for Roth Deferrals, as set forth under AA §10-1, unless designated otherwise under this subsection (6).
 (i) In-service distributions will not be permitted from an In-Plan Roth Conversion Account.  (ii) An in-service distribution may be made from the In-Plan Roth Conversion Account at any time.  (iii) Describe distribution options:
 (d) Describe any special rules that apply to Roth Deferrals under the Plan:
6A-6 SALARY DEFERRAL ELECTIONS.
(a) Change or revocation of deferral election: In addition to the Participant’s Entry Date under the Plan, a Participant’s election to change or resume a deferral election will be effective as set forth under the Salary Reduction Agreement or other written procedures adopted by the Plan Administrator. A Participant must be permitted to change or revoke a deferral election at least once per year. Unless the Salary Reduction Agreement or other written procedures adopted by the Plan Administrator provide otherwise, a Participant may revoke a deferral election (on a prospective basis) at any time.
(b) Salary deferral elections of rehired participants: Unless designated otherwise below, a Participant’s affirmative election to defer (or to not defer) will cease upon termination of employment and the Participant will need to make a new election upon rehire.
 Participant’s affirmative election does not cease upon termination of employment. If this subsection (b) is selected, a terminated Participant’s affirmative election to defer (or to not defer) will not cease upon termination of employment and the Participant’s affirmative election to defer (or to not defer) in effect at the time of employment termination will apply upon rehire.
[Note: The Employer may modify the rules applicable to rehired employees under the Salary Reduction Agreement or other administrative procedures.]
6A-7 AUTOMATIC CONTRIBUTION ARRANGEMENT. No automatic contribution provisions apply under Section

3.02(c)(2)(iii) of the Plan, unless provided otherwise under this AA §6A-7.  (a) Automatic deferral election. Upon becoming eligible to make Salary Deferrals under the Plan (pursuant to AA §3 and AA §4), a Participant will be deemed to have entered into a Salary Deferral Election for each payroll period, unless the Participant completes a Salary Deferral Election (subject to the limitations under AA §6A-2 and AA §6A-3) in accordance with procedures adopted by the Plan Administrator.  (1) Effective date of Automatic Contribution Arrangement. The automatic deferral provisions under this AA §6A-7 are effective as of:
 (i) The Effective Date of this Plan as set forth under the Employer Signature Page.  (ii) [insert date no earlier than the Effective Date of the Plan]  (iii) As set forth under a prior Plan document. [Note: If this subsection (iii) is checked, the automatic deferral provisions under this AA §6A-7 will apply as of the original Effective Date of the automatic contribution arrangement. Unless provided otherwise under this AA §6A-7, an Employee who is automatically enrolled under a prior Plan document will continue to be automatically enrolled under the current Plan document.]
 (2) Automatic Contribution Arrangement. Check this subsection (2) if the Plan is designated as an Automatic Contribution Arrangement, as described under Section 3.02(c)(2)(iii) of the Plan. [Note: Unless an election is made under this AA §6A-7 that is inconsistent with the requirements of an Eligible Automatic Contribution Arrangement (EACA), the Automatic Contribution Arrangement will qualify as an EACA, as described in Code §414(w).]
Nonstandardized Governmental Plan
Section 6A – Salary Deferrals
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 18  (i) Automatic deferral amount.
 (A) % of Plan Compensation.
 (B) $ .
 (ii) Automatic increase. If elected under this subsection (ii), the automatic deferral amount will increase each Plan Year by the following amount.
 (A) % of Plan Compensation.
 (B) $ .
 (C) If this (C) and subsection (3)(iii) below (relating to the expiration of affirmative deferral elections) are both elected, the automatic increase will apply to all Participants, including those Participants whose affirmative deferral elections have expired and no subsequent affirmative election is made.

Any automatic increase elected under this subsection (ii) will not cause the automatic deferral amount to exceed:
 (D) % of Plan Compensation.
 (E) $ .
 (F) Describe:
[Note: Any special application of the automatic increase provisions must be definitely determinable and must provide for Employer discretion.] (3) Application of automatic deferral provisions. The automatic deferral election under subsection (2) will apply to new Participants and existing Participants as set forth under this subsection (3):
(i) New Participants. The automatic deferral provisions apply to all Participants who become eligible on or after the effective date.
(ii) Current Participants. The automatic deferral provisions apply to all other eligible Participants as follows:
 (A) Automatic deferral provisions apply to all current Participants who have not entered into a Salary Deferral Election (including an election not to defer under the Plan).  (B) Automatic deferral provisions apply to all current Participants who have not entered into a Salary Deferral Election that is at least equal to the automatic deferral amount under subsection (2)(i) above. Current Participants who have made a Salary Deferral Election that is less than the automatic deferral amount or who have not made a Salary Deferral Election will automatically be increased to the automatic deferral amount unless the Participant enters into a new Salary Deferral election on or after the effective date of the automatic deferral provisions.
 (C) Automatic deferral provisions do not apply to current Participants. Only new Participants described in subsection (i) above are subject to the automatic deferral provisions.  (D) Describe:
 (iii) Expiration of affirmative deferral elections. Unless this subsection (iii) is elected, for purposes of the automatic deferral provisions of the Plan, a Participant’s affirmative elective deferral election will not expire. If this subsection (iii) is elected, a Participant’s affirmative deferral election will expire:
 (A) at the end of each Plan Year.
 (B) Describe date that the affirmative election will expire:
[Note: The date must be definite and not discriminate in favor of Highly Compensated Employees.]
If a Participant fails to complete a new affirmative deferral election subsequent to the prior election expiring, the Participant becomes subject to the automatic deferral percentage as specified in the Plan pursuant to the automatic contribution arrangement provisions. Each year, the Participant can always complete a new affirmative election and designate a new deferral percentage.

Nonstandardized Governmental Plan
Section 6A – Salary Deferrals
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 19 (iv) Treatment of automatic deferrals. Any Salary Deferrals made pursuant to an automatic deferral election will be treated as Pre-Tax Salary Deferrals, unless designated otherwise under this subsection (iv).
 Any Salary Deferrals made pursuant to an automatic deferral election will be treated as Roth Deferrals. [Note: This subsection (iv) may only be checked if Roth Deferrals are permitted under AA §6A-5.]
 (v) Special rules:
[Note: Any Salary Deferral Election (including an election not to defer under the Plan) made after the effective date of the automatic deferral provisions will override such automatic deferral provisions.] (4) Application of automatic increase. Unless designated otherwise under this subsection (4), if an automatic increase is selected under subsection (2)(ii) above, the automatic increase will take effect as of the first day of the second Plan Year following the Plan Year in which the automatic deferral election first becomes effective with respect to a Participant.
 (i) First Plan Year. Instead of applying as of the second Plan Year, the automatic increase described in subsection (2)(ii) above takes effect as of the appropriate date within the first Plan Year following the date automatic contributions begin.
 (ii) Designated Plan Year. Instead of applying as of the second Plan Year, the automatic increase described in subsection (2)(ii) above takes effect as of the appropriate date within the Plan Year following the Plan Year in which the automatic deferral election first becomes effective with respect to a Participant.
 (iii) Effective date. The automatic increase described under subsection (2)(ii) above is generally effective as of the first day of the Plan Year. If this subsection (iii) is checked, instead of becoming effective on the first day of the Plan Year, the automatic increase will be effective on:
 (A) The anniversary of the Participant's date of hire.  (B) The anniversary of the Participant's first automatic deferral contribution.  (C) The first day of each calendar year.
 (D) Other date:
 (iv) Special rules:
(5) Treatment of terminated Employees who are rehired. Unless designated otherwise below, in applying the automatic deferral provisions under this AA§6A-7, including the automatic increase provisions, a rehired Participant is treated as a new Employee (regardless of the amount of time since the rehired Employee terminated employment).
 (i) Rehired Employees not treated as new Employee. In applying the automatic deferral provisions under this AA§6A-7, including the automatic increase provisions, a rehired Participant is not treated as a new Employee. Thus, for example, a rehired Participant’s deferral percentage will be calculated based on the date the individual first began making automatic deferrals under the Plan.  (ii) Describe special rules applicable to rehired employees:
[Note: Any special rules under this subsection (ii) must satisfy the rules applicable to automatic enrollment under Treas. Reg. §1.401(k)-1, if applicable.] (b) Permissible Withdrawals under Automatic Contribution Arrangement.  (1) Permissible withdrawals allowed. An Employee who has Salary Deferrals contributed to the Plan pursuant to an automatic deferral election under this AA §6A-7 may elect to withdraw such contributions (and earnings attributable thereto) within 90 days after the date such Salary Deferrals would otherwise have been included in gross income, unless designated otherwise under subsection (3) below. Unless elected otherwise below, if an Employee does not make automatic deferrals to the Plan for an entire Plan Year (e.g., due to termination of employment), the Plan may allow such Employee to take a permissive withdrawal, but only with respect to default contributions made after the Employee’s return to employment.).  The ability to take permissible withdrawals does not apply to rehired Employees, even if such Employees have not made automatic deferrals to the Plan for an entire Plan Year due to termination of employment.
 (2) No permissible withdrawals. The permissible withdrawal provisions under this subsection (b) are not available.

Nonstandardized Governmental Plan
Section 6A – Salary Deferrals
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 20  (3) Time period for electing a permissible withdrawal. Instead of a 90-day election period, a Participant must request a permissible withdrawal no later than days after the date the Plan Compensation from which such Salary Deferrals are withheld would otherwise have been included in gross income.  (c) Other automatic deferral provisions:
6A-8 SPECIAL DEFERRAL EFFECTIVE DATES. Unless designated otherwise under this AA §6A-8, a Participant is eligible to make Salary Deferrals under the Plan as of the Effective Date of the Plan (as designated in the Employer Signature Page).

However, in no case may a Participant begin making Salary Deferrals prior to the later of the date the Employee becomes a Participant, the date the Participant executes a Salary Reduction Agreement or the date the Plan is adopted or effective. (See Section 3.02(c)(2)(i) of the Plan.)
To designate a later Effective Date for Salary Deferrals or Roth Deferrals, complete this AA §6A-8.  (a) Salary Deferrals. A Participant is eligible to make Salary Deferrals under the Plan as of:
 (1) the date the Plan is executed by the Employer (as indicated on the Employer Signature Page).  (2) (insert date no earlier than the date the Plan is executed by the Employer).  (b) Roth Deferrals. The Roth Deferral provisions under AA §6A-5 are effective as of . [If Roth Deferrals are permitted under AA §6A-5 above, Roth Deferrals are effective as of the Effective Date applicable to Salary Deferrals under this AA §6A-8, unless a later date is designated under this subsection.] SECTION 6B

MATCHING CONTRIBUTIONS
6B-1 MATCHING CONTRIBUTIONS. Is the Employer authorized to make Matching Contributions under the Plan?  Yes.
 No. [If “No” is checked, skip to Section 7.]
6B-2 MATCHING CONTRIBUTION FORMULA: For the period designated in AA §6B-5 below, the Employer will make the following Matching Contribution on behalf of Participants who satisfy the allocation conditions under AA §6B-6 below. [See AA §6B-3 for the definition of Eligible Contributions for purposes of the Matching Contributions under the Plan.]  (a) Discretionary match. The Employer will determine in its sole discretion how much, if any, it will make as a Matching Contribution. Such amount will be allocated as a uniform percentage of Eligible Contributions, unless designated otherwise below. (See AA §6B-5 relating to period for determining Matching Contributions and true-up requirements.)  (1) Discretionary matching contributions will be allocated as a flat dollar amount.  (2) Allocation of discretionary Matching Contribution determined by written instructions to Plan Administrator (or Trustee). If a discretionary Matching Contribution formula applies (i.e., a formula that provides an Employer with discretion regarding how to allocate a Matching Contribution to Participants) and the Employer makes a discretionary Matching Contribution to the Plan, the Employer must provide the Plan Administrator (or Trustee, if applicable), written instructions describing: (1) how the discretionary Matching Contribution formula will be allocated to Participants (e.g., a uniform percentage of Eligible Contributions or a flat dollar amount), (2) the computation period(s) to which the discretionary Matching Contribution formula applies (unless otherwise designated under AA §6B-5), and (3) if applicable, a description of each business location or business classification subject to separate discretionary Matching Contribution allocation formulas.

Such instructions must be provided no later than the date on which the discretionary Matching Contribution is made to the Plan. A summary of these instructions must be communicated to Participants who receive discretionary Matching Contributions no later than 60 days following the last date on which the discretionary Matching Contribution is made to the Plan for the Plan Year. If this AA §6B-2(a)(2) is elected, the written instruction requirement does not take effect until the first day of the Plan Year following the Plan Year in which this Plan’s Cycle 3 restatement is executed.
 (b) Fixed match. The Employer will make a Matching Contribution for each Participant equal to:
 (1) % of Eligible Contributions made for each period designated in AA §6B-5 below.  (2) $ for each period designated in AA §6B-5 below.

Nonstandardized Governmental Plan
Section 6B – Matching Contributions
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 21  (c) Matching Contributions under Collective Bargaining Agreement, employment contract or equivalent arrangement. The Employer will make a Matching Contribution based on a Collective Bargaining Agreement, employment agreement or equivalent arrangement as follows:
[Note: Insert the appropriate Matching Contribution formula from the Collective Bargaining Agreement, employment agreement or equivalent arrangement. The formula must be definitely determinable as required under Treas. Reg. §1.401-1.]
 (d) Tiered match. The Employer may make a Matching Contribution to all Participants based on the following tiers of Eligible Contributions as a percentage of Plan Compensation. If discretionary Match is elected, the discretionary Matching Contribution will be allocated as a uniform percentage of Eligible Contributions within each tier.

Eligible Contributions Fixed
Match
Discretionary
Match
 (1) Up to % of Plan Compensation % 
 (2) From % up to % of Plan Compensation % 
 (3) From % up to % of Plan Compensation % 
 (4) From % up to % of Plan Compensation % 
 (e) Year of Service match. The Employer will make a Matching Contribution as a uniform percentage of Eligible Contributions to all Participants based on Years of Service with the Employer. If discretionary Match is elected, the discretionary Matching Contribution will be allocated as a uniform percentage of Eligible Contributions within each Year of Service level.

Years of Service Fixed
Match
Discretionary
Match
 (1) From up to Years of Service % 
 (2) From up to Years of Service % 
 (3) From up to Years of Service % 
 (4) From up to Years of Service % 
 (5) Years of Service equal to and above % 
For this purpose, a Year of Service is each Plan Year during which an Employee completes at least 1,000 Hours of Service. Alternatively, a Year of Service is:
[Note: Any alternative definition of a Year of Service must meet the requirements of a Year of Service as defined in Section 2.03(a)(1) of the Plan.]
 (f) Different Employee groups. The Employer may make a different Matching Contribution to the Employee groups designated under subsection (1) below. The Matching Contribution will be allocated separately to each designated Employee group in accordance with the formula designated under subsection (2) below. (1) Designated Employee groups.
[Note: Each group designation must describe a group of Employees which is definitely determinable with no Employer discretion.]
(2) Matching Contribution formulas.
 (i) Discretionary Matching Contribution. The Employer may make a different discretionary Matching Contribution for each Employee group designated under subsection (1) above. The discretionary Matching Contribution will be allocated as a uniform percentage of Eligible Contributions within each Employee group. (See AA §6B-5 relating to period for determining Matching Contributions and trueup requirements.)  (ii) Different Matching Contribution formula. The following Matching Contribution will apply for each Employee group designated under subsection (1) above. [Note: Each separate rate of Matching Contribution must be definitely determinable and will be allocated uniformly to the members of the group.]
 (g) Describe special rules for determining Matching Contribution formula:

Nonstandardized Governmental Plan
Section 6B – Matching Contributions
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 22 [Note: Any special rules may not provide for a discretionary Matching Contribution allocation formula, must be described in a manner that precludes Employer discretion and must satisfy the definitely determinable requirements of Treas. Reg. §1.401-1.]
6B-3 ELIGIBLE CONTRIBUTIONS. Unless designated otherwise under this AA §6B-3, the Matching Contribution described in AA §6B-2 will apply to all Eligible Contributions authorized under AA §6-7 and/or AA §6A.  (a) Designated Eligible Contributions. If this subsection (a) is checked, the Matching Contribution described in AA §6B2 will apply only to the Eligible Contributions selected below:
 (1) Pre-tax Salary Deferrals under AA §6A.
 (2) Roth Deferrals under AA §6A-5.
 (3) Catch-Up Contributions under AA §6A-4.
 (4) Voluntary After-Tax Employee Contributions under AA §6-7(a).  (5) Mandatory After-Tax Employee Contributions under AA §6-7(b).  (6) Employer Pick-Up Contributions under AA §6-7(c).
 (b) Elective deferrals under another plan. If this subsection (b) is checked, the Matching Contributions described in AA §6B-2 will apply to elective deferrals made under another plan maintained by the Employer.  (1) The Matching Contribution designated in AA §6B-2 above will apply to elective deferrals under the following plan maintained by the Employer:
 (2) The following special rules apply in determining the amount of Matching Contributions under this Plan with respect to elective deferrals under the plan described in subsection (1) above:
[Note: This subsection (b) may be used to describe special provisions applicable to Matching Contributions provided with respect to elective deferrals under another plan maintained by the Employer, including another qualified plan or Code §403(b) or Code §457(b) plan.]
(c) Calculation of Matching Contributions if Plan uses dual eligibility and/or multiple entry dates. Unless designated otherwise below, if the Plan has dual eligibility and/or multiple entry dates (or the Employer choses to use the Plan’s optional true-up provisions), the Matching Contribution formula(s) will be based on Eligible Contributions and Plan Compensation for the period designated under AA §6B-5.
 The Plan will make Matching Contributions only on Salary Deferrals and After-Tax Employee Contributions (if applicable) made after the Participant becomes eligible for Matching Contributions, regardless of the period designated under AA §6B-5.
 (d) Special rules. The following special rules apply for purposes of determining the Matching Contribution under this AA §6B-3:
[Note: Any special rules under this subsection (d) must be definitely determinable.] 6B-4 LIMITS ON MATCHING CONTRIBUTIONS. In applying the Matching Contribution formula(s) selected under AA §6B-2 above, all Eligible Contributions designated under AA §6B-3 are eligible for Matching Contributions, unless elected otherwise under this AA §6B-4.
 (a) Limit on amount of Eligible Contributions. The Matching Contribution formula(s) selected in AA §6B-2 above apply only to Eligible Contributions under AA §6B-3 that do not exceed:
 (1) % of Plan Compensation.
 (2) $ .
 (3) A discretionary amount determined by the Employer that will be applied in a uniform manner for all eligible Participants for the Plan Year.
[Note: If both subsections (1) and (2) above are selected, the limit under this subsection (a) is the lesser of the percentage selected in subsection (1) or the dollar amount selected in subsection (2).]  (b) Limit on Matching Contributions. The total Matching Contribution provided under the formula(s) selected in AA §6B-2 above will not exceed:
 (1) % of Plan Compensation.
 (2) $ .
 (c) Special limits applicable to Matching Contributions:

Nonstandardized Governmental Plan
Section 6B – Matching Contributions
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 23 6B-5 PERIOD FOR DETERMINING MATCHING CONTRIBUTIONS. The Matching Contribution formula(s) selected in AA §6B-2 above (including any limitations on such amounts under AA §6B-4) are based on Eligible Contributions under AA §6B-3 and Plan Compensation for the Plan Year. To apply a different period for determining the Matching Contributions and limits under AA §6B-2 and AA §6B-4, complete this AA §6B-5.
 (a) payroll period
 (b) Plan Year quarter
 (c) calendar month
 (d) Other:
[Note: Although Matching Contributions (and any limits on those Matching Contributions) will be determined on the basis of the period designated under this AA §6B-5, this does not require the Employer to actually make contributions or allocate contributions on the basis of such period. Matching Contributions may be contributed and allocated to Participants at any time within the contribution period permitted under Treas. Reg. §1.415(c)-1(b)(6)(B), regardless of the period selected under this AA §6B-5.]
[Note: In determining the amount of Matching Contributions for a particular period, if the Employer actually makes Matching Contributions to the Plan on a more frequent basis than the period selected in this AA §6B-5, a Participant will be entitled to a true-up contribution to the extent he/she does not receive a Matching Contribution based on the Eligible Contributions and/or Plan Compensation for the entire period selected in this AA §6B-5. If a period other than the Plan Year is selected under this AA §6B-5, the Employer may make an additional discretionary Matching Contribution equal to the true-up contribution that would otherwise be required if Plan Year was selected under this AA §6B-5. See Section 3.02(c)(3)(iii) of the Plan.] 6B-6 ALLOCATION CONDITIONS. A Participant must satisfy any allocation conditions designated under this AA §6B-6 to receive an allocation of Matching Contributions under the Plan.  (a) Application of allocation conditions.
 (1) No allocation conditions apply with respect to Matching Contributions under the Plan.  (2) Allocation conditions only apply to discretionary Matching Contributions under the Plan.  (3) Allocation conditions only apply to fixed Matching Contributions under the Plan. [Note: (2) or (3) above should be selected only if the Plan provides for both Fixed and Discretionary Matching Contributions.]
 (b) Employment condition. An Employee must be employed with the Employer on the last day of the Plan Year.  (c) Minimum service condition. An Employee must be credited with at least:
 (1) Hours of Service during the Plan Year.
 (i) Hours of Service are determined using actual Hours of Service.  (ii) Hours of Service are determined using the following Equivalency Method (as defined under AA §4- 3):
 (A) Monthly  (B) Weekly
 (C) Daily  (D) Semi-monthly
 (E) Describe:
[Note: Any description under subsection (E) above must be definitely determinable.]  (2) consecutive days of employment with the Employer during the Plan Year.  (d) Exceptions.
 (1) The above allocation condition(s) will not apply if the Employee, during the Plan Year:
 (i) dies.
 (ii) terminates employment due to becoming Disabled.
 (iii) becomes Disabled.
 (iv) terminates employment after attaining Normal Retirement Age. [Note: This waiver of allocation conditions applies only once during the Participant’s employment with the Employer. Thus, if an Employee is rehired after such a waiver was applied to such Employee, the waiver of allocation conditions will not apply to a subsequent termination of employment. The Employer may modify this rule in (e) below.]  (v) terminates employment after attaining Early Retirement Age.

Nonstandardized Governmental Plan
Section 6B – Matching Contributions
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 24 [Note: This waiver of allocation conditions applies only once during the Participant’s employment with the Employer. Thus, if an Employee is rehired after such a waiver was applied to such Employee, the waiver of allocation conditions will not apply to a subsequent termination of employment. The Employer may modify this rule in (e) below.]  (vi) is on an authorized leave of absence from the Employer.  (2) The exceptions selected under subsection (1) above will apply even if an Employee has not terminated employment at the time of the selected event(s).
 (3) The exceptions selected under subsection (1) above do not apply to:
 (i) an employment condition designated under subsection (b) above.  (ii) a minimum service condition designated under subsection (c) above.  (e) Describe any special rules governing the allocation conditions under the Plan:

SECTION 7

RETIREMENT AGES
7-1 NORMAL RETIREMENT AGE. Normal Retirement Age under the Plan is:
 (a) Age (not to exceed 65).
 (b) The later of age (not to exceed 65) or the (not to exceed 5th) anniversary of:
 (1) the Employee’s participation commencement date (as defined in Section 1.68 of the Plan).  (2) the Employee’s employment commencement date.
 (c) Describe Normal Retirement Age: The Normal Retirement Age according to the employees' retirement formula under California Public Employees' Retirement System (CalPERS) [Note: The Normal Retirement Age must be reasonably representative of the typical retirement age for the industry in which the Plan Participants work. A Normal Retirement Age of at least age 62 is deemed to be reasonable while a Normal Retirement Age under age 55 is presumed not to satisfy this requirement unless facts and circumstances show otherwise. Whether a Normal Retirement Age between 55 and 62 satisfies this requirement depends on the facts and circumstances. A Governmental Plan must comply with the final Normal Retirement Age regulations under Treas. Reg. §1.401(a)-1, as amended, effective for Annuity Starting Dates occurring in Plan Years beginning on or after the later of the two dates described in IRS Notice 2012-29. The Employer may use AA §7-1(c), for example, to describe a reasonable Normal Retirement Age that is between age 55 and 62 that takes into account service as well as age.]
7-2 EARLY RETIREMENT AGE. Unless designated otherwise under this AA §7-2, there is no Early Retirement Age under the Plan.
 (a) A Participant reaches Early Retirement Age if he/she is still employed after attainment of each of the following:
 (1) Attainment of age
 (2) The anniversary of the date the Employee commenced participation in the Plan, and/or  (3) The completion of Years of Service, determined as follows:
 (i) Same as for eligibility.
 (ii) Same as for vesting
 (b) Describe.

SECTION 8

VESTING AND FORFEITURES
8-1 CONTRIBUTIONS SUBJECT TO VESTING. Does the Plan provide for any Employer and/or Matching Contributions that are subject to a vesting schedule under AA §8-2?
 Yes
 No [If “No” is checked, skip to Section 9.]
[Note: “Yes” should be checked under this AA §8-1 if the Plan provides for Employer Contributions and/or Matching Contributions that are subject to a vesting schedule, even if such contributions are always 100% vested under AA §8-2. “No” should be checked if the only contributions under the Plan are Salary Deferrals, After-Tax Employee Contributions and/or Employer Pick-Up Contributions. If the Plan holds Employer Contributions and/or Matching Contributions that are subject to Nonstandardized Governmental Plan
Section 8 – Vesting and Forfeitures
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 25 vesting but the Plan no longer provides for such contributions, see Sections 6.03(d) and 6.11(e) of the Plan for default rules for applying the vesting and forfeiture rules to such contributions.] 8-2 VESTING SCHEDULE. The vesting schedule under the Plan is as follows for both Employer Contributions and Matching Contributions, to the extent authorized under the Plan. See Section 6.02 of the Plan for a description of the various vesting schedules under this AA §8-2.
 (a) Vesting schedule for Employer Contributions and Matching Contributions:

ER Match
 (1) Full and immediate vesting.
 (2) Three-year cliff vesting schedule
 (3) Six-year graded vesting schedule
 (4) Modified vesting schedule
% immediately on Plan participation
% after 1 Year of Service
% after 2 Years of Service
% after 3 Years of Service
% after 4 Years of Service
% after 5 Years of Service
% after 6 Years of Service
% after 7 Years of Service
% after 8 Years of Service
% after 9 Years of Service
100% after 10 Years of Service
 (5) Other: vesting schedule:
[Note: If a modified vesting schedule is selected under this subsection (a), the vested schedule must satisfy the pre-ERISA Code vesting requirements.]  (b) Special provisions applicable to vesting schedule:
[Note: This subsection (b) may be used to apply a different vesting schedule for different contribution formulas or different Employee groups under the Plan. Any special provision must satisfy the pre-ERISA Code vesting requirements.]
8-3 VESTING SERVICE. In applying the vesting schedules under this AA §8, all service with the Employer counts for vesting purposes, unless designated otherwise under this AA §8-3.  (a) Service before the original Effective Date of this Plan (or a Predecessor Plan) is excluded.  (b) Service completed before the Employee's birthday is excluded.  (c) Describe vesting service exclusions:
[Note: See Section 6.07 of the Plan and AA §4-5 for rules regarding the crediting of service with Predecessor Employers for purposes of vesting under the Plan.]
8-4 VESTING UPON DEATH, DISABILITY OR EARLY RETIREMENT AGE. An Employee's vesting percentage increases to 100% if, while employed with the Employer, the Employee  (a) dies
 (b) terminates employment due to becoming Disabled
 (c) becomes Disabled
 (d) reaches Early Retirement Age
 (e) Not applicable. No increase in vesting applies.

Nonstandardized Governmental Plan
Section 8 – Vesting and Forfeitures
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Cycle 3 Nonstandardized Governmental Plan #03-001 Page 26 8-5 DEFAULT VESTING RULES. In applying the vesting requirements under this AA §8, the following default rules apply. [Note:

No election should be made under this AA §8-5 if all contributions are 100% vested.]  Year of Service. An Employee earns a Year of Service for vesting purposes upon completing 1,000 Hours of Service during a Vesting Computation Period. Hours of Service are calculated based on actual hours worked during the Vesting Computation Period. (See Section 1.57 of the Plan for the definition of Hour of Service.)  Vesting Computation Period. The Vesting Computation Period is the Plan Year.

To override the default vesting rules, complete the applicable sections of this AA §8-5. If this AA §8-5 is not completed, the default vesting rules apply.

ER Match
 (a) Year of Service. Instead of 1,000 Hours of Service, an Employee earns a Year of Service upon the completion of Hours of Service during a Vesting Computation Period.
 (b) Vesting Computation Period. Instead of the Plan Year, the Vesting Computation Period is:
 (1) The 12-month period beginning with the Employee’s Employment Commencement Date and, for subsequent Vesting Computation Periods, the 12-month period beginning with the anniversary of the Employee’s Employment Commencement Date.
 (2) Describe:
[Note: Any Vesting Computation Period described in this subsection (2) must be a 12- consecutive month period and must apply uniformly to all Participants.]  (c) Elapsed Time Method. Instead of determining vesting service based on actual Hours of Service, vesting service will be determined under the Elapsed Time Method. If this subsection (c) is checked, service will be measured from the Employee’s Employment Commencement Date (or Reemployment Commencement Date, if applicable) without regard to the Vesting Computation Period designated in Section 6.05 of the Plan. (See Section 6.04(b) of the Plan.)
 (d) Equivalency Method. For purposes of determining an Employee’s Hours of Service for vesting, the Plan will use the Equivalency Method (as defined in Section 6.04(a)(2) of the Plan). The Equivalency Method will apply to:
 (1) All Employees.
 (2) Only to Employees for whom the Employer does not maintain hourly records. For Employees for whom the Employer maintains hourly records, vesting will be determined based on actual hours worked.

Hours of Service for vesting will be determined under the following Equivalency Method.
 (3) Monthly. 190 Hours of Service for each month worked.  (4) Weekly. 45 Hours of Service for each week worked.  (5) Daily. 10 Hours of Service for each day worked.
 (6) Semi-monthly. 95 Hours of Service for each semi-monthly period.  (7) Describe Equivalency Method:
[Note: Any description of an Equivalency Method must be definitely determinable.]  (e) Special rules:
[Note: Any special rules under this subsection (e) must be definitely determinable.]

8-6 BREAKS IN SERVICE. Generally, an Employee will be credited with all service earned with the Employer, including service earned prior to a Break in Service. To disregard service earned prior to a Break in Service for vesting purposes, complete this AA §8-6. (See Section 6.08 of the Plan.)
 (a) If an Employee incurs at least one Break in Service, the Plan will disregard all service earned prior to such Break in Service for purposes of determining vesting under the Plan.  (b) If an Employee incurs at least consecutive Breaks in Service, the Plan will disregard all service earned prior to such consecutive Breaks in Service for purposes of determining vesting under the Plan. [Enter “0” if prior service will be disregarded for all rehired Employees.]
Nonstandardized Governmental Plan
Section 8 – Vesting and Forfeitures
© Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page 27  (c) The Nonvested Participant Break in Service rule applies to all Employees, including Employees who have not terminated employment.
 (d) Describe any special rules for applying the vesting Break in Service rules:
[Note: Any special rules under this subsection (d) must be definitely determinable.] 8-7 ALLOCATION OF FORFEITURES.

The Employer may decide in its discretion how to treat forfeitures under the Plan. Alternatively, the Employer may designate under this AA §8-7 how forfeitures occurring during a Plan Year will be treated. (See Section 6.11 of the Plan.) ER Match
 (a) N/A. All contributions are 100% vested. [Do not complete the rest of this AA §8-

7.]
 (b) Reallocated as additional Employer Contributions or as additional Matching Contributions.
 (c) Used to reduce Employer and/or Matching Contributions.

For purposes of subsection (b) or (c) above, forfeitures will be applied:
 (d) for the Plan Year in which the forfeiture occurs.  (e) for the Plan Year following the Plan Year in which the forfeitures occur.

Prior to applying forfeitures under subsection (b) or (c):
 (f) Forfeitures may be used to pay Plan expenses. (See Section 6.11(d) of the Plan.)  (g) Forfeitures may not be used to pay Plan expenses.

In determining the amount of forfeitures to be allocated under subsection (b) above, the same allocation conditions apply as for the source for which the forfeiture is being allocated, unless designated otherwise below.  (h) Forfeitures are not subject to any allocation conditions.  (i) Forfeitures are subject to a last day of employment allocation condition.  (j) Forfeitures are subject to a Hours of Service minimum service requirement.

In determining the treatment of forfeitures under this AA §8-7, the following special rules apply:
 (k) Describe:

8-8 SPECIAL RULES REGARDING CASH-OUT DISTRIBUTIONS.
(a) Additional allocations. If a terminated Participant receives a complete distribution of his/her vested Account Balance while still entitled to an additional allocation, the Cash-Out Distribution forfeiture provisions do not apply until the Participant receives a distribution of the additional amounts to be allocated. (See Section 6.10(a)(1) of the Plan.) To modify the default Cash-Out Distribution forfeiture rules, complete this AA §8-8(a).  The Cash-Out Distribution forfeiture provisions will apply if a terminated Participant takes a complete distribution, regardless of any additional allocations during the Plan Year. (b) Timing of forfeitures. A Participant who receives a Cash-Out Distribution (as defined in Section 6.10(a) of the Plan) is treated as having an immediate forfeiture of his/her nonvested Account Balance.

To modify the forfeiture timing rules to delay the occurrence of a forfeiture upon a Cash-Out Distribution, complete this AA §8-8(b).
 A forfeiture will occur upon the completion of consecutive Breaks in Service (as defined in Section 6.08 of the Plan).
(c) Repayment of Cash-Out Distribution. Unless elected otherwise under this AA §8-8(c), if a Participant receives a CashOut Distribution that results in a forfeiture, and the Participant resumes employment covered under the Plan, such Participant may repay to the Plan the amount received as a Cash-Out Distribution.  If a Participant receives a Cash-Out Distribution that results in a forfeiture, and the Participant resumes employment covered under the Plan, such Participant may NOT repay to the Plan the amount received as a CashOut Distribution and the provisions of Section 6.10(a)(2) do not apply.

Nonstandardized Governmental Plan
Section 8 – Vesting and Forfeitures
© Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page 28 8-9 SPECIAL RULE FOR FORFEITURE UPON DEATH OF A PARTICIPANT. Unless elected below, no vested benefits are forfeited upon the death of a Participant.

To modify this default forfeiture rule, check to box below.  The Plan will forfeit benefits (including vested benefits) upon the death of a Participant, if not precluded by law. In no event may the Plan forfeit any amounts attributable to a Participant’s Salary Deferrals or After-Tax Employee Contributions under the Plan or if the Plan has commenced distributions prior to the Participant’s death.

SECTION 9
DISTRIBUTION PROVISIONS – TERMINATION OF EMPLOYMENT
9-1 AVAILABLE FORMS OF DISTRIBUTION.

Lump sum distribution. A Participant may take a distribution of his/her entire vested Account Balance in a single lump sum upon termination of employment. In addition, the Plan Administrator may permit a Participant to take partial distributions or installment distributions solely to the extent necessary to satisfy the required minimum distribution rules under Section 8 of the Plan.

Additional distribution options. To provide for additional distribution options, check the applicable distribution forms under this AA §9-1.
 (a) Installment distributions. A Participant may take a distribution over a specified period not to exceed the life or life expectancy of the Participant (and a designated beneficiary).  (b) Partial lump sum. A Participant may take a distribution of less than the entire vested Account Balance upon termination of employment.
 Minimum distribution amount. A Participant may not take a partial lump sum distribution of less than $ .  (c) Annuity distributions. A Participant may elect to have the Plan Administrator use the Participant’s vested Account Balance to purchase an annuity as described in Section 7.01 of the Plan.  (d) Describe distribution options: Repetitive payments [Note: Any distribution option described in this subsection (d) may not be subject to the discretion of the Employer or Plan Administrator.]
9-2 PARTICIPANT AND SPOUSAL CONSENT.
 (a) Involuntary Cash-Out Distribution. A Participant who terminates employment with a vested Account Balance of $5,000 or less will receive an Involuntary Cash-Out Distribution, unless elected otherwise under this AA §9-2. If a Participant’s vested Account Balance exceeds $5,000, the Participant generally must consent to a distribution from the Plan, except to the extent provided otherwise under this AA §9-2. See Section 7.03 of the Plan for additional rules regarding the Participant consent requirements under the Plan.  (1) No Involuntary Cash-Out Distributions. The Plan does not provide for Involuntary Cash-Out Distributions.

A terminated Participant must consent to any distribution from the Plan. (See Section 14.02(b) of the Plan for special rules upon Plan termination.)
 (2) Involuntary Cash-Out Distribution threshold. A terminated Participant will receive an Involuntary CashOut Distribution only if the Participant’s vested Account Balance is less than or equal to $ .  (3) Application of Automatic Rollover rules. The Automatic Rollover rules described in Section 7.05 of the Plan do not apply to any Involuntary Cash-Out Distribution below $1,000, unless elected otherwise under this subsection (3). If this subsection (3) is checked, the Automatic Rollover provisions apply to all Involuntary Cash-Out Distributions (including those below $1,000).
 (4) Distribution upon attainment of stated age. Participant consent will not be required with respect to distributions made upon attainment of Normal Retirement Age (or age 62, if later), regardless of the value of the Participant’s vested Account Balance.
 (5) Treatment of Rollover Contributions. Unless elected otherwise under this subsection (5), Rollover Contributions will be excluded in determining whether a Participant’s vested Account Balance exceeds the Involuntary Cash-Out threshold for purposes of applying the distribution rules under this AA §9 and the Automatic Rollover provisions under Section 7.05 of the Plan. To include Rollover Contributions in determining whether a Participant’s vested Account Balance exceeds the Involuntary Cash-Out threshold, check this subsection (5).

Nonstandardized Governmental Plan
Section 9 – Distribution Provisions – Termination of Employment © Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page 29  (b) Spousal consent. Spousal consent is not required for a Participant to receive a distribution or name an alternate beneficiary, unless designated otherwise under this subsection (b). See Section 9.02 of the Plan for rules regarding Spousal consent under the Plan.
 (1) Distribution consent. A Participant’s Spouse must consent to any distribution or loan, provided the Participant’s vested Account Balance exceeds $ .
 (2) Beneficiary consent. A Participant’s Spouse must consent to naming someone other than the Spouse as beneficiary under the Plan.
 (c) Describe any special rules affecting Participant or Spousal consent:
[Note: Any special rules under this subsection (c) must be definitely determinable.] 9-3 TIMING OF DISTRIBUTIONS UPON TERMINATION OF EMPLOYMENT. (a) Distribution of vested Account Balances exceeding $5,000. A Participant who terminates employment with a vested Account Balance exceeding $5,000 may receive a distribution of his/her vested Account Balance in any form permitted under AA §9-1 within a reasonable period following:
 (1) the date the Participant terminates employment.
 (2) the last day of the Plan Year during which the Participant terminates employment.  (3) the first Valuation Date following the Participant's termination of employment.  (4) the end of the calendar quarter following the date the Participant terminates employment.  (5) attainment of Normal Retirement Age, death or becoming Disabled.  (6) Describe:
[Note: Any special rules under this subsection (6) must be definitely determinable.] (b) Distribution of vested Account Balances not exceeding $5,000. A Participant who terminates employment with a vested Account Balance that does not exceed $5,000 will receive a lump sum distribution of his/her vested Account Balance within a reasonable period following:
 (1) the date the Participant terminates employment.
 (2) the last day of the Plan Year during which the Participant terminates employment.  (3) the first Valuation Date following the Participant's termination of employment.  (4) the end of the calendar quarter following the date the Participant terminates employment.  (5) Describe:
[Note: Any special rules under this subsection (5) must be definitely determinable.]  (c) Alternate Cash-Out distribution threshold. Instead of a vested Account Balance Cash-Out threshold of $5,000, for purposes of applying the Cash-Out distribution provisions under this AA §9-3, the threshold for distributions upon termination of employment will be based on a vested Account Balance of $ .  (d) Describe additional distribution options: If a Participant is also a participant in a tax-qualified defined benefit governmental plan (as defined in Code §414(d)) that provides for the acceptance of plan-to-plan transfers with respect to the Participant, then the Participant, if permitted by the Employer, may elect to have any portion of the Participant’s Account Balance transferred to the defined benefit governmental plan for the purchase of permissive service credit (as defined in Code §415(n)(3)(A)). A transfer may be made before the Participant has had a Severance from Employment. [Note: Any additional distribution option described in this subsection (d) may not be subject to the discretion of the Employer or Plan Administrator.]
9-4 DISTRIBUTION UPON DISABILITY. Unless designated otherwise under this AA §9-4, a Participant who terminates employment on account of becoming Disabled may receive a distribution of his/her vested Account Balance in the same manner as a regular distribution upon termination.
 (a) Immediate distribution upon termination of employment. Distribution will be made as soon as reasonable following the date the Participant terminates employment on account of becoming Disabled.  (b) Following year distribution upon termination of employment. Distribution will be made as soon as reasonable following the last day of the Plan Year during which the Participant terminates employment on account of becoming Disabled.
 (c) Describe:
[Note: Any distribution event described in this subsection (c) will apply uniformly to all Participants under the Plan and may not be subject to the discretion of the Employer or Plan Administrator.] Nonstandardized Governmental Plan
Section 9 – Distribution Provisions – Termination of Employment © Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page 30 9-5 DETERMINATION OF BENEFICIARY.
(a) Default beneficiaries. Under Section 7.07(c) of the Plan, to the extent a Beneficiary has not been named by the Participant (subject to the spousal consent rules) and is not designated under the terms of the Investment Arrangement(s) to receive all or any portion of the deceased Participant’s death benefit, such amount shall be distributed to the Participant’s surviving Spouse (if the Participant was married at the time of death) who shall be considered the designated Beneficiary. If the Participant does not have a surviving Spouse at the time of death, distribution will be made to the Participant’s surviving children (including legally adopted children, but not including step-children), as designated Beneficiaries, in equal shares. If the Participant has no surviving children, distribution will be made to the Participant’s estate.
 If this subsection (a) is checked, the default beneficiaries under Section 7.07(c)of the Plan are modified as follows:
 (1) The Plan adopts the default beneficiary rules under Section 7.07(c) of the Plan, except, if the Participant does not have a surviving Spouse at the time of death, distribution will be made to the Participant’s children (including legally adopted children, but not including step-children), as designated Beneficiaries, per stirpes.
 (2) Describe other modifications to the default beneficiaries under Section 7.07(c) of the Plan: To the extent a Beneficiary has not been named by the Participant to receive all of any portion of the deceased Participants death benefit, such amount shall be distributed to the Participants surviving Spouse. If the Participant does not have a surviving Spouse, distribution will be made to the Participants surviving children (including legally adopted children, but not including step-children) in equal shares by right of representation (one share for each surviving child and one share for each child who predeceases the Participant with living descendants). If the Participant has no surviving children, distribution will be made to the Participants surviving parents in equal shares. If the Participant has no surviving parents, distribution will be made to the Participants estate. [Note: The description of the modifications to the default beneficiaries must be sufficiently clear for the Plan Administrator to determine the beneficiaries and the method of distribution of the Participant’s death benefit.]
(b) One-year marriage rule. For purposes of determining whether an individual is considered the surviving Spouse of the Participant, the determination is based on the marital status as of the date of the Participant’s death, unless designated otherwise under this subsection (b).
 If this subsection (b) is checked, in order to be considered the surviving Spouse, the Participant and surviving Spouse must have been married for the entire one-year period ending on the date of the Participant’s death. If the Participant and surviving Spouse are not married for at least one year as of the date of the Participant’s death, the Spouse will not be treated as the surviving Spouse for purposes of applying the distribution provisions of the Plan. (See Section 9.03 of the Plan.) (c) Divorce of Spouse. Unless elected otherwise under this subsection (c), if a Participant designates his/her Spouse as Beneficiary and subsequent to such Beneficiary designation, the Participant and Spouse are divorced, the designation of the Spouse as Beneficiary under the Plan is automatically rescinded as set forth under Section 7.07(c)(6) of the Plan.  If this subsection (c) is checked, a Beneficiary designation will not be rescinded upon divorce of the Participant and Spouse.
[Note: Section 7.07(c)(6) of the Plan and this subsection (c) will be subject to the provisions of a Beneficiary designation entered into by the Participant. Thus, if a Beneficiary designation specifically overrides the election under this subsection (c), the provisions of the Beneficiary designation will control. See Section 7.07(c)(6) of the Plan.] SECTION 10

IN-SERVICE DISTRIBUTIONS AND REQUIRED MINIMUM DISTRIBUTIONS 10-1 AVAILABILITY OF IN-SERVICE DISTRIBUTIONS. A Participant may withdraw all or any portion of his/her vested Account Balance, to the extent designated, upon the occurrence of any of the event(s) selected under this AA §10-1. If more than one option is selected for a particular contribution source under this AA §10-1, a Participant may take an in-service distribution upon the occurrence of any of the selected events, unless designated otherwise under this AA §10-1.

Deferral Match ER
 (a) No in-service distributions are permitted.
 (b) Attainment of age 59½.

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Section 10 – In-Service Distribution Provisions and Required Minimum Distributions © Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page 31 Deferral Match ER
 (c) Attainment of age . (Not greater than age 70 1/2)  (d) A Hardship that satisfies the safe harbor rules under Section 7.10(e)(1) of the Plan.  (e) A non-safe harbor Hardship described in Section 7.10(e)(2) of the Plan.  (f) Attainment of Normal Retirement Age.
 (g) Attainment of Early Retirement Age.

N/A  (h) The Participant has participated in the Plan for at least (cannot be less than 60) months.

N/A  (i) The amounts being withdrawn have been held in the Trust for at least two years.  (j) Upon a Participant becoming Disabled (as defined in AA §9-4(b)).  N/A N/A (k) As a Qualified Reservist Distribution.
 N/A N/A (l) Upon a deemed separation of employment when an individual is on active duty for a period of at least 30 days while performing service in the Uniformed Services.  (m) Describe:
[Note: No in-service distribution of Salary Deferrals is permitted prior to age 59½, except for Hardship, or Disability. If Normal Retirement Age or Early Retirement Age is earlier than age 59½, such age is deemed to be age 59½ for purposes of determining eligibility to distribute Salary Deferrals (if subsection (f) or (g) above is checked under the Deferral column). If this Plan has accepted a transfer of assets from a pension plan (e.g., a money purchase plan), no in-service distribution from amounts attributable to such transferred assets is permitted prior to age 62, except for Disability.] 10-2 APPLICATION TO OTHER CONTRIBUTION SOURCES. If the Plan allows for Rollover Contributions under AA §C-2 or After-Tax Employee Contributions under AA §6-7, unless elected otherwise under this AA §10-2, a Participant may take an inservice distribution from his/her Rollover Account and After-Tax Employee Contribution Account at any time. Employer PickUp Contributions will not be eligible for in-service distribution.

Alternatively, if this AA §10-2 is completed, the following in-service distribution provisions apply for Rollover Contributions, After-Tax Employee Contributions and/or Employer Pick-Up Contributions:

Rollover After-Tax Pick-Up
 (a) No in-service distributions are permitted.
 (b) Attainment of age 59½.
 (c) Attainment of age . (Not greater than age 70 1/2)  (d) A Hardship (that satisfies the safe harbor rules under Section

7.10(e)(1) of the Plan).
 (e) A non-safe harbor Hardship described in Section 7.10(e)(2) of the Plan.
 (f) Attainment of Normal Retirement Age.
 (g) Attainment of Early Retirement Age.
 (h) Upon a Participant becoming Disabled (as defined in AA §9-4(b)).  (i) Describe:

10-3 SPECIAL DISTRIBUTION RULES. No special distribution rules apply, unless specifically provided under this AA §10-3.  (a) In-service distributions will only be permitted if the Participant is 100% vested in the source from which the withdrawal is taken.
 (b) A Participant may take no more than in-service distribution(s) in a Plan Year.  (c) A Participant may not take an in-service distribution of less than $ .  (d) A Participant may not take an in-service distribution of more than $ .

Nonstandardized Governmental Plan
Section 10 – In-Service Distribution Provisions and Required Minimum Distributions © Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page 32  (e) Unless elected otherwise under this subsection (e), the hardship distribution provisions of the Plan are not expanded to cover primary beneficiaries as set forth in Section 7.10(e)(5) of the Plan. If this subsection (e) is checked, the hardship provisions of the Plan will apply with respect to individuals named as primary beneficiaries under the Plan.  (f) In determining whether a Participant has an immediate and heavy financial need for purposes of applying the non-safe harbor Hardship provisions under Section 7.10(e)(2) of the Plan, the following modifications are made to the permissible events listed under Section 7.10(e)(1) of the Plan:
[Note: This subsection (f) may only be used to the extent a non-safe harbor Hardship distribution is authorized under AA §10-1 or AA §10-2.]
 (g) If the Plan includes Accounts that hold inactive sources of contributions, the Employer may designate under this AA §10-3(g) the in-service distribution options available to such Accounts:
 (h) Other distribution rules:
10-4 REQUIRED MINIMUM DISTRIBUTIONS.
(a) Required distributions after death. If a Participant dies before distributions begin and there is a Designated Beneficiary, the Participant or Beneficiary may elect on an individual basis whether the 5-year rule (as described in Section 8.06(a) of the Plan) or the life expectancy method described under Sections 8.02 of the Plan applies. See Section 8.06(b) of the Plan for rules regarding the timing of an election authorized under this AA §10-4.

Alternatively, if selected under this subsection (a), any death distributions to a Designated Beneficiary will be made only under either the 5-year rule or the life expectancy method, as elected below:
 (1) The five-year rule under Section 8.06(a) of the Plan applies (instead of the life expectancy method). Thus, the entire death benefit must be distributed by the end of the fifth year following the year of the Participant’s death. Death distributions to a Designated Beneficiary may not be made under the life expectancy method.  (2) The life expectancy method under Sections 8.02 and 8.04 of the Plan (and not the 5-year rule).  (b) Describe any special rules applicable to required minimum distributions:
[Note: Any special rule under this subsection (b) must satisfy the requirements of Code §401(a)(9). This subsection (b) may be used to override the default provision under Section 8.06(b) of the Plan. For example, the Employer may designate the life expectancy rules as the default rather than the five-year rule when a Participant or Beneficiary fails to make an election.]
SECTION 11

MISCELLANEOUS PROVISIONS
11-1 PLAN VALUATION. The Plan is valued annually, as of the last day of the Plan Year.  (a) Additional valuation dates. In addition, the Plan will be valued on the following dates:

Deferral Match ER
 (1) Daily. The Plan is valued at the end of each business day during which the New York Stock Exchange is open.
 (2) Monthly. The Plan is valued at the end of each month of the Plan Year.  (3) Quarterly. The Plan is valued at the end of each Plan Year quarter.  (4) Describe:
[Note: The Employer may elect operationally to perform interim valuations, regardless of any selection in this subsection (a).]
 (b) Special rules. The following special rules apply in determining the amount of income or loss allocated to Participants’ Accounts:

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Section 11 – Miscellaneous Provisions
© Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page 33 11-2 SPECIAL RULES FOR APPLYING THE CODE §415 LIMITATION. The provisions under Section 5.02 of the Plan apply for purposes of determining the Code §415 Limitation.

Complete this AA §11-2 to override the default provisions that apply in determining the Code §415 Limitation under Section 5.02 of the Plan.
 (a) Limitation Year. Instead of the Plan Year, the Limitation Year is the 12-month period ending . [Note: If the Plan has a short Plan Year for the first year of establishment, the Limitation Year is deemed to be the 12- month period ending on the last day of the short Plan Year.]  (b) Imputed compensation. For purposes of applying the Code §415 Limitation, Total Compensation includes imputed compensation for a Participant who terminates employment on account of becoming disabled. (See Section

5.02(c)(7)(ii) of the Plan.)
 (c) Special rules:
[Note: Any special rules under this subsection (c) must be consistent with the requirements of Code §415.] 11-3 MILITARY SERVICE PROVISIONS -- BENEFIT ACCRUALS. The benefit accrual provisions under Section 15.04 of the Plan do not apply. To apply the benefit accrual provisions under Section 15.04 of the Plan, check the box below.  (a) Eligibility for Plan benefits. Check this box if the Plan will provide the benefits described in Section 15.04 of the Plan.

If this box is checked, an individual who dies or becomes disabled in qualified military service will be treated as reemployed for purposes of determining entitlement to benefits under the Plan. (b) Deemed separation from service. Unless otherwise elected under AA§10-1(l), an individual shall not be treated as having been severed from employment during any period the individual is performing service in the Uniformed Services for purposes of receiving a Plan distribution under Code §401(k)(2)(B)(i)(I). 11-4 ELECTION NOT TO PARTICIPATE (see Section 2.08 of the Plan). All Participants share in any allocation under this Plan and no Employee may waive out of Plan participation.

To allow Employees to make a one-time irrevocable waiver, check below.  An Employee may make a one-time irrevocable election not to participate under the Plan. 11-5 TREATMENT OF CERTAIN BENEFITS. The protected benefits rules under Code §411(d)(6)) do not apply to the Plan.

However, the Employer may describe below (or in a separate addendum attached to this Adoption Agreement) the treatment of certain benefits following events such as plan merger or consolidation, transfer of assets or similar events.

Describe treatment of benefits:
[Note: If the benefit described here in the Plan or a plan being merged into the Plan is not either (i) available as a provision through the Pre-Approved Plan or (ii) the subject of a prior determination, advisory, or opinion letter, the Employer cannot rely on the Pre-Approved Plan Provider’s opinion letter for qualification with respect to such benefit. If the benefit described here in the Plan or a plan being merged into the Plan is not permitted in a pre-approved plan, as described in Section 6.03 of Revenue Procedure 2017-41, such provision must be discontinued no later than the date the Employer adopts this Pre-Approved Plan or, in the case of a merger, the merger date.]
11-6 SPECIAL RULES FOR MULTIPLE EMPLOYER PLANS. If the Plan is a Multiple Employer Plan (as designated under AA §2-6), the rules applicable to Multiple Employer Plans under Section 16.07 of the Plan apply.  The following special rules apply with respect to Multiple Employer Plans:
[Note: Any special rules under this AA §11-6 must satisfy the nondiscrimination requirements under Code §401(a)(4) and must satisfy the rules applicable to Multiple Employer Plans under Code §413(c).] Nonstandardized Governmental Plan
Appendix A – Special Effective Dates
© Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page A - 1

APPENDIX A

SPECIAL EFFECTIVE DATES
[Note: This Appendix A may be used to memorialize prior Plan provisions that pertain to sources that no longer accept new contributions under the Plan.]
 A-1 Eligible Employees. The definition of Eligible Employee under AA §3 is effective as follows:
 A-2 Minimum age and service conditions. The minimum age and service conditions and Entry Date provisions specified in AA §4 are effective as follows:
 A-3 Compensation definitions. The compensation definitions under AA §5 are effective as follows:
 A-4 Employer Contributions. The Employer Contribution provisions under the Plan are effective as follows:
 A-5 After-Tax Employee and Pick-Up Contributions. The provisions of the Plan addressing Employee After-Tax Contributions and Pick-Up Contribution provisions under the Plan are effective as follows:
 A-6 Salary Deferrals. The Salary Deferral provisions under AA §6A are effective as follows:
 A-7 Matching Contributions. The Matching Contribution provisions under AA §6B are effective as follows:
 A-8 Retirement ages. The retirement age provisions under AA §7 are effective as follows:
 A-9 Vesting and forfeiture rules. The rules regarding vesting and forfeitures under AA §8 are effective as follows:
 A-10 Distribution provisions. The distribution provisions under AA §9 are effective as follows:
 A-11 In-service distributions and Required Minimum Distributions. The provisions regarding in-service distribution and Required Minimum Distributions under AA §10 are effective as follows:
 A-12 Miscellaneous provisions. The provisions under AA §11 are effective as follows:
 A-13 Special effective date provisions for merged plans. If any qualified retirement plans have been merged into this Plan, the provisions of Section 14.03 of the Plan apply, as follows:
 A-14 Other special effective dates:
 A-15 Special effective dates for restated pre-approved plans: Use this A-15 to memorialize plan operational changes that have occurred after the general effective date of the plan and the actual plan restatement adoption date. Adopting employers may use the above Special Effective Date options (A-1 through A-14) to memorialize these changes or they may use this A-15.

Nonstandardized Governmental Plan
Appendix B – Loan Policy
© Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page B - 1

APPENDIX B

LOAN POLICY
Use this Appendix B to identify elections dealing with the administration of Participant loans. These elections may be changed without amending this Adoption Agreement by substituting an updated Appendix B with new elections. Any modifications to this Appendix B, or any modifications to a separate loan policy describing the loan provisions selected under the Plan, will not affect an Employer's reliance on the IRS Favorable Letter. Loans are subject to any internal limitations or rules imposed by the Investment Arrangement or the service provider or platform.

B-1 Are PARTICIPANT LOANS permitted? (See Section 13 of the Plan.)  (a) Yes
 (b) No
B-2 LOAN PROCEDURES.
 (a) Loans will be provided under the default loan procedures set forth in Section 13 of the Plan, unless modified under this Appendix B.
 (b) Loans will be provided under a separate written loan policy. [Note: If this subsection (b) is checked, do not complete the rest of this Appendix B.]
B-3 AVAILABILITY OF LOANS. Participant loans are available to all active Participants and Beneficiaries. Participant loans are not available to a former Employee or Beneficiary (including an Alternate Payee under a QDRO). To override this default provision, complete this AA §B-3:
 (a) A former Employee or Beneficiary (including an Alternate Payee) who has a vested Account Balance may request a loan from the Plan.
 (b) A “limited participant” as defined in Section 3.05 of the Plan may not request a loan from the Plan.  (c) An officer or director of the Employer, as defined for purposes of the Sarbanes-Oxley Act, may not request a loan from the Plan.
 (d) Describe limitations on receiving loans under the Plan:
[Note: Any limitation under subsection (d) must be definitely determinable and not provide any Employer discretion.] B-4 LOAN LIMITS. The default loan policy under Section 13.03 of the Plan allows Participants to take a loan provided all outstanding loans do not exceed 50% of the Participant’s vested Account Balance. To override the default loan policy to allow loans up to $10,000, even if greater than 50% of the Participant’s vested Account Balance, check this AA §B-4.  A Participant may take a loan equal to the greater of $10,000 or 50% of the Participant's vested Account Balance. [Note: If this AA §B-4 is checked, the Participant may be required to provide adequate security as required under Section 13.06 of the Plan.]
B-5 NUMBER OF LOANS. The default loan policy under Section 13.04 of the Plan restricts Participants to one loan outstanding at any time. To override the default loan policy and permit Participants to have more than one loan outstanding at any time, complete subsection (a) or (b) below.
 (a) A Participant may have loans outstanding at any time.  (b) There are no restrictions on the number of loans a Participant may have outstanding at any time.

B-6 LOAN AMOUNT. The default loan policy under Section 13.04 of the Plan provides that a Participant may not receive a loan of less than $1,000. To modify the minimum loan amount or to add a maximum loan amount, complete this AA §B-6.  (a) There is no minimum loan amount.
 (b) The minimum loan amount is $ .
 (c) The maximum loan amount is $ .

B-7 INTEREST RATE. The default loan policy under Section 13.05 of the Plan provides for an interest rate commensurate with the interest rates charged by local commercial banks for similar loans. To override the default loan policy and provide a specific interest rate to be charged on Participant loans, complete this AA §B-7.  (a) The prime interest rate plus percentage point(s).  (b) The interest rate is determined in accordance with the terms of the Investment Arrangement, service provider procedures, or other loan policy document adopted by the Plan Administrator.  (c) Describe:

Nonstandardized Governmental Plan
Appendix B – Loan Policy
© Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page B - 2 [Note: Any interest rate described in this AA §B-7 must be reasonable and must apply uniformly to all Participants.] B-8 PURPOSE OF LOAN. The default loan policy under Section 13.02 of the Plan provides that a Participant may receive a Participant loan for any purpose. To modify the default loan policy to restrict the availability of Participant loans to hardship events, check this AA §B-8.
 (a) A Participant may only receive a Participant loan upon the demonstration of a hardship event, as described in Section

7.10(e)(1)(i) of the Plan.
 (b) A Participant may only receive a Participant loan under the following circumstances:

B-9 APPLICATION OF LOAN LIMITS. If Participant loans are not available from all contribution sources, the limitations under Code §72(p) and the adequate security requirements of the Department of Labor regulations will be applied by taking into account the Participant’s entire Account Balance. To override this provision, complete this AA §B-9.  The loan limits and adequate security requirements will be applied by taking into account only those contribution Accounts which are available for Participant loans.

B-10 CURE PERIOD. The Plan provides that a Participant incurs a loan default if a Participant does not repay a missed payment by the end of the calendar quarter following the calendar quarter in which the missed payment was due. To override this default provision to apply a shorter cure period, complete this AA §B-10.  The cure period for determining when a Participant loan is treated as in default will be days (cannot exceed 90) following the end of the month in which the loan payment is missed.  (b) The cure period for determining when a Participant loan is treated as in default will be the greater of days (cannot exceed 90) following the end of the month in which the loan payment is missed or the last day of the second calendar quarter following the calendar quarter in which the missed payment was due.  (c) The cure period for determining when a loan is treated as in default will be days (cannot exceed 90) following the first missed loan payment.

B-11 PERIODIC REPAYMENT – PRINCIPAL RESIDENCE. If a Participant loan is for the purchase of a Participant’s primary residence, the loan repayment period for the purchase of a principal residence may not exceed ten (10) years. To override this default provision, complete this AA §B-11.
 (a) The Plan does not permit loan payments to exceed five (5) years, even for the purchase of a principal residence.  (b) The loan repayment period for the purchase of a principal residence may not exceed years (may not exceed 30).  (c) Loans for the purchase of a Participant’s primary residence may be payable over any reasonable period commensurate with the period permitted by commercial lenders for similar loans.

B-12 TERMINATION OF EMPLOYMENT. Section 13.10(a) of the Plan provides that a Participant loan becomes due and payable in full upon the Participant’s termination of employment. To override this default provision, complete this AA §B-12.  A Participant loan will not become due and payable in full upon the Participant’s termination of employment.

B-13 DIRECT ROLLOVER OF A LOAN NOTE. Section 13.10(b) of the Plan provides that upon termination of employment a Participant may request the Direct Rollover of a loan note. To override this default provision, complete this AA §B-13.  A Participant may not request the Direct Rollover of the loan note upon termination of employment.

B-14 LOAN RENEGOTIATION. The default loan policy provides that a Participant may renegotiate a loan, provided the renegotiated loan separately satisfies the reasonable interest rate requirement, the adequate security requirement, the periodic repayment requirement and the loan limitations under the Plan. The Employer may restrict the availability of renegotiations to prescribed purposes provided the ability to renegotiate a Participant loan is available on a non-discriminatory basis. To override the default loan policy and restrict the ability of a Participant to renegotiate a loan, complete this AA §B-14.  (a) A Participant may not renegotiate the terms of a loan.  (b) The following special provisions apply with respect to renegotiated loans:

B-15 SOURCE OF LOAN. Participant loans may be made from all available contribution sources, to the extent vested, unless designated otherwise under this AA §B-15.
 Participant loans will not be available from the following contribution sources:
 Participant loans will only be available from the following contribution sources:

B-16 SPOUSAL CONSENT. Spousal consent is not required for a Participant to receive a loan, unless required by State law. To override this provision, complete this AA §B-16.
 Spousal consent is required to receive a Participant loan.

Nonstandardized Governmental Plan
Appendix B – Loan Policy
© Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page B - 3 B-17 MODIFICATIONS TO DEFAULT LOAN PROVISIONS.
 The following special rules will apply with respect to Participant loans under the Plan:
[Note: Any provision under this AA §B-17 must satisfy the requirements under Code §72(p) and the regulations thereunder and will control over any inconsistent provisions of the Plan dealing with the administration of Participant loans.] Nonstandardized Governmental Plan
Appendix C – Administrative Elections
© Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page C - 1

APPENDIX C

ADMINISTRATIVE ELECTIONS
Use this Appendix C to identify certain elections dealing with the administration of the Plan. These elections may be changed without amending this Adoption Agreement by substituting an updated Appendix C with new elections. The provisions selected under this Appendix C do not create qualification issues and any changes to the provisions under this Appendix C will not affect the Employer's reliance on the IRS Favorable Letter.

C-1 DIRECTION OF INVESTMENTS. Are Participants permitted to direct investments? (See Section 10.07 of the Plan.)  (a) No
 (b) Yes, but subject to the following restrictions:
 (1) No restrictions apply
 (2) Only for Accounts that are 100% vested
 (3) Specify Accounts:
 (4) Describe any special rules that apply for purposes of direction of investments:
[Note: This subsection (4) may be used to describe special investment provisions for specific types of investments.]
C-2 ROLLOVER CONTRIBUTIONS. Does the Plan accept Rollover Contributions? (See Section 3.05 of the Plan.)  (a) No
 (b) Yes
 (1) If this subsection (1) is checked, an Employee may make a Rollover Contribution to the Plan prior to becoming a Participant in the Plan.
 (2) Check this subsection (2) if the Plan will accept Rollover Contributions from former Employees with an Account Balance under the Plan.
 (3) Describe any special rules for accepting Rollover Contributions:
[Note: The Employer may designate in this subsection (3), or in separate written procedures, the extent to which it will accept rollovers from designated plan types. For example, the Employer may decide not to accept rollovers from certain designated plans (e.g., 403(b) plans, §457 plans or IRAs). Any special rollover procedures will apply uniformly to all Participants under the Plan.]
C-3 LIFE INSURANCE. Are life insurance investments permitted? (See Section 10.08 of the Plan.)  (a) No
 (b) Yes
C-4 QDRO PROCEDURES. Although the requirements of Code §414(p) do not apply to the Plan, the Employer may elect to apply the procedures set forth under Section 11.05 of the Plan (which are patterned after the rules under Code §414(p)) by electing subsection (a) below or may elect not to apply the procedures set forth under Section 11.05 of the Plan and instead, describe the Plan’s procedures for addressing domestic relations orders below or in separate administrative procedures.  (a) The Employer elects to have the requirements of Section 11.05 of the Plan apply to its Plan.  (b) The requirements of Section 11.05 of the Plan do not apply to the Plan. The procedures for addressing the receipt of domestic relations orders are either set forth below or in separate administrative procedures.

Describe domestic relations procedures:

Nonstandardized Governmental Plan
Employer Signature Page
© Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page ER - 1

EMPLOYER SIGNATURE PAGE
PURPOSE OF EXECUTION. This Signature Page is being executed for City of Santa Clara 401(a) Plan to effect:
 (a) The adoption of a new plan, effective 1-1-2025 [insert Effective Date of Plan]. [Note: Date can be no earlier than the first day of the Plan Year in which the Plan is adopted.]
 (b) The restatement of an existing plan in order to comply with the requirements for Cycle 3 Pre-Approved Plans, pursuant to Rev. Proc. 2017-41.
(1) Effective date of restatement: . [Note: Date can be no earlier than the first day of the Plan Year in which the restatement is adopted.]
(2) Name of plan(s) being restated:
(3) The original effective date of the plan(s) being restated:
 (c) An amendment or restatement of the Plan (other than to comply with the requirements for Cycle 3 Pre-Approved Plans under Rev. Proc. 2017-41). If this Plan is being amended, a snap-on amendment may be used to designate the modifications to the Plan or the updated pages of the Adoption Agreement may be substituted for the original pages in the Adoption Agreement. All prior Employer Signature Pages should be retained as part of this Adoption Agreement. (1) Effective Date(s) of amendment/restatement:
(2) Name of plan being amended/restated:
(3) The original effective date of the plan being amended/restated:
(4) If Plan is being amended, identify the Adoption Agreement section(s) being amended:

PRE-APPROVED PLAN PROVIDER INFORMATION. The Pre-Approved Plan Provider (or authorized representative) will inform the Employer of any amendments made to the Plan and will notify the Employer if it discontinues or abandons the Plan. To be eligible to receive such notification, the Employer agrees to notify the Pre-Approved Plan Provider (or authorized representative) of any change in address. The Employer may direct inquiries regarding the Plan or the effect of the IRS Opinion Letter to the Pre-Approved Plan Provider (or authorized representative) at the following location:

Name of Pre-Approved Plan Provider (or authorized representative): Nationwide Financial Services, Inc.

Address: 10 W. Nationwide Blvd. Columbus, OH 43215
Telephone number: 877-677-3678
IMPORTANT INFORMATION ABOUT THIS PRE-APPROVED PLAN. A failure to properly complete the elections in this Adoption Agreement or to operate the Plan in accordance with applicable law may result in disqualification of the Plan. The Employer may rely on the Favorable IRS Letter issued by the Internal Revenue Service to the Pre-Approved Plan Provider as evidence that the Plan is qualified under Code §401(a), to the extent provided in Rev. Proc. 2017-41. The Employer may not rely on the Favorable IRS Letter in certain circumstances or with respect to certain qualification requirements, which are specified in the Favorable IRS Letter issued with respect to the Plan and in Rev. Proc. 2017-41. In order to obtain reliance in such circumstances or with respect to such qualification requirements, the Employer may need to apply to the Internal Revenue Service for a determination letter.

By executing this Adoption Agreement, the Employer intends to adopt the provisions as set forth in this Adoption Agreement and the related Plan document. By signing this Adoption Agreement, the individual below represents that he/she has the authority to execute this Plan document on behalf of the Employer. This Adoption Agreement may only be used in conjunction with Basic Plan Document #03.

The Employer understands that the Pre-Approved Plan Provider has no responsibility or liability regarding the suitability of the Plan for the Employer’s needs, or the options elected under this Adoption Agreement. It is recommended that the Employer consult with legal counsel before executing this Adoption Agreement.

City of Santa Clara
(Name of Employer)
(Name of authorized representative) (Title)
(Signature) (Date)
Nonstandardized Governmental Plan
Trust Declaration
© Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page TD - 1

TRUST DECLARATION
This Trust Declaration may be used to identify and adopt the Trust associated with the Plan. [Note: The Internal Revenue Service does not review the Trust Declaration, or the trust provisions associated with Pre-Approved Plans.

Therefore, the provisions of the Trust Declaration, ASC Trust Agreement or any separate Trust agreement have not been approved by the IRS and the IRS opinion letter does not cover such Trust Agreement. The Provider, the Trustee and the adopting Employer should review the applicable Trust provisions, and any modifications thereto, with legal counsel to ensure the provisions are appropriate for the Plan and consistent with Employer elections.]
Name of Plan. City of Santa Clara 401(a) Plan
Name of Employer. City of Santa Clara
Effective date of Trust Agreement: 1-1-2025
(a) The Trust terms are:
 (1) Determined under the Trust provisions contained in the ASC Trust Agreement - Standard. [Note: Trustee must complete the Trustee Signature section under Section (b) below.]  (i) Directed Trustee. The Trustee may only invest Plan assets as directed by the Plan Administrator, the Employer, an Investment Manager or other Named Fiduciary or, to the extent authorized under the Plan, a Plan Participant.
 (ii) Discretionary Trustee. The Trustee has discretion to invest Plan assets, unless specifically directed otherwise by the Plan Administrator, the Employer, an Investment Manager or other Named Fiduciary or, to the extent authorized under the Plan, a Plan Participant.
[Modification of ASC Trust Agreement Provisions. The Employer may amend the Trust provisions as provided under Section 1.18 of the ASC Trust Agreement. Plan provisions will override any conflicting provisions in the Trust Agreement, including any modification thereto. The Provider and the adopting Employer should review any modifications of the ASC Trust Agreement with legal counsel to ensure the provisions are appropriate for the Plan and consistent with Employer elections.]
 (2) Determined under a separate Trust agreement(s). The Trust provisions are contained in a separate Trust Agreement that has been furnished to the Employer. Notwithstanding the terms of the Plan, the terms of the Trust Agreement shall control the rights and responsibilities of the Trustee with respect to the Trust and the assets held in such Trust.

Name of Trustee. Nationwide Trust Company, FSB
Title of Trust Agreement. Nationwide Trust Agreement
Address of Trustee. 10 W. Nationwide Blvd.

Columbus, OH 43215
[Note: In using a separate Trust Agreement, the Trustee may adopt such Trust Agreement by either completing the Trustee Signature section under Section (b) below or may execute the separate Trust Agreement. In either case, the information above – Name of Trustee, Title of Trust Agreement and Address of Trustee – must be completed.]  (3) Plan is funded with custodial accounts, annuity contracts and/or insurance contracts. There is no Trust associated with the Plan because the Plan is funded exclusively with custodial accounts, annuity contracts and/or insurance contracts.
[Note: No signature is required under this Trust Declaration if the Plan is funded exclusively with custodial accounts, annuity contracts and/or insurance contracts. The Employer or Plan Administrator may enter into a separate agreement with the custodian or insurance company. Such separate agreement must be consistent with the terms of the Plan.]
Nonstandardized Governmental Plan
Interim Amendment – Hardship Distribution Elective Provisions © Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page HD - 1

INTERIM AMENDMENT - HARDSHIP DISTRIBUTIONS

ELECTIVE PROVISIONS
These Elective Provisions provide for elections as allowed by the Final Regulations and the Hardship Distribution Interim Amendment, attached to the Basic Plan Document. In some cases, the Pre-Approved Plan Provider has Defaults as indicated by the items marked as Default under these Elective Provisions. If the adopting Employer approves of the Defaults of the Pre-Approved Plan Provider, the adopting Employer does not need to execute this Hardship Distribution Interim Amendment. If the adopting Employer wishes to override any of the Defaults of the Pre-Approved Plan Provider, the adopting Employer should make the appropriate election(s) in the Elective Provisions below and sign this Hardship Distribution Interim Amendment. If the Plan does not permit Hardship distributions, no elections should be made below.

HD-1 SOURCES FOR HARDSHIP DISTRIBUTIONS
(a) Source accounts (not including earnings). For Plan Years beginning after December 31, 2018 (or such later date specified under HD-1(a)(8) or HD-1(a)(9) below or the effective date of a new Plan), a Participant may take an in-service distribution upon the occurrence of a Hardship that satisfies the Hardship distribution rules under Section 8.10(e) of the Plan, as amended by this interim amendment, with respect to the following sources:
 (1) No change to current Plan sources available for Hardship distributions under AA §§10-1 and 10-2.  (2) Qualified Nonelective Contribution (QNEC) Account (Not applicable to 401(a) Governmental Plans)  (3) Qualified Matching Contribution (QMAC) Account (Not applicable to 401(a) Governmental Plans)  (4) Safe Harbor Employer Contribution Account (Not applicable to 401(a) Governmental Plans)  (5) Safe Harbor Matching Contribution Account (Not applicable to 401(a) Governmental Plans)  (6) QACA Safe Harbor Employer Contribution Account (Not applicable to 401(a) Governmental Plans)  (7) QACA Safe Harbor Matching Contribution Account (Not applicable to 401(a) Governmental Plans)  (8) Effective date is January 1, 2020, whether Plan has a calendar or fiscal Plan Year.  (9) Describe effective date (if later than the beginning of the Plan Year beginning after December 31, 2018) for which the election(s) above apply:
(b) Earnings on source accounts. For Plan Years beginning after December 31, 2018 (or such later date specified under HD1(b)(11) or HD-1(b)(12) below or the effective date of a new Plan), amounts available for Hardship distributions include earnings on the following available sources:
 (1) Amounts available for Hardship include earnings on all available sources.  (2) No change to current Plan rule (i.e., earnings are not available on Salary Deferrals, except for those on grandfathered (pre-1989) earnings, if applicable).
 (3) Pre-Tax Salary Deferral Account
 (4) Roth Deferral Account
 (5) Qualified Nonelective Contribution (QNEC) Account (Not applicable to 401(a) Governmental Plans)  (6) Qualified Matching Contribution (QMAC) Account (Not applicable to 401(a) Governmental Plans)  (7) Safe Harbor Employer Contribution Account (Not applicable to 401(a) Governmental Plans)  (8) Safe Harbor Matching Contribution Account (Not applicable to 401(a) Governmental Plans)  (9) QACA Safe Harbor Employer Contribution Account (Not applicable to 401(a) Governmental Plans)  (10) QACA Safe Harbor Matching Contribution Account (Not applicable to 401(a) Governmental Plans)  (11) Effective date is January 1, 2020, whether Plan has a calendar or fiscal Plan Year.  (12) Describe effective date (if later than the beginning of the Plan Year beginning after December 31, 2018) for which the election(s) above apply:

HD-2 NEED TO OBTAIN ALL AVAILABLE LOANS (Complete only if Employer maintains any qualified plan(s) that permits Participant loans.)
 (a) For Plan Years beginning after December 31, 2018 (or such later date specified in HD-2(d) or HD-2(e) below or the effective date of a new Plan), if a Participant requests a Hardship distribution from any of the Accounts specified in HD-1 above and AA §§10-1 and 10-2, the Participant is NO LONGER required to obtain all nontaxable loans available under the Plan and all other plans maintained by the Employer.  (b) No change to current Plan provisions. Participants are required to obtain all nontaxable loans available under the Plan and all plans maintained by the Employer.
 (c) Describe any special requirements with respect to the need to first obtain all available loans:
 (d) Effective date is January 1, 2020, whether Plan has a calendar or fiscal Plan Year.  (e) Describe other effective date (if later than the beginning of the Plan Year beginning after December 31, 2018) for which the election(s) above apply.

Nonstandardized Governmental Plan
Interim Amendment – Hardship Distribution Elective Provisions © Copyright 2020
Cycle 3 Nonstandardized Governmental Plan #03-001 Page HD - 2 HD-3 SUSPENSION OF ABILITY TO MAKE SALARY DEFERRALS AND AFTER-TAX EMPLOYEE CONTRIBUTIONS DURING 2019. (Applicable only to Plans that were using the safe harbor Hardship distribution suspension rule.) [Note: Under the Final Regulations, adopting Employers may continue to apply the suspension of Salary Deferrals and After-Tax Employee Contributions rules for the 2019 Plan Year. However, in no event, may the Plan provide for a suspension of an Employee’s Salary Deferrals or After-Tax Employee Contributions as a condition of obtaining a Hardship distribution for Hardship distributions made on or after January 1, 2020.]  (a) For Plan Years beginning after December 31, 2018 (or such later date specified in HD-3(d) below) and applicable to Hardship distributions made before January 1, 2020, if a Participant takes a Hardship distribution as permitted under the Plan, the Participant was NOT suspended from making Salary Deferrals (and After-Tax Employee Contributions, if applicable) for any period of time after the receipt of the Hardship distribution.  (b) No change to current Plan provisions. For Hardship distributions made before January 1, 2020, the Participant continued to be suspended from making Salary Deferrals (and After-Tax Employee Contributions, if applicable) for a period of 6 months after the receipt of the Hardship distribution.  Suspensions on Hardship distributions made after July 1, 2019 will cease effective January 1, 2020.  (c) Describe any special requirements with respect to the suspension from making Salary Deferrals (and After-Tax Employee Contributions, if applicable):
 (d) Describe the effective date (if later than the beginning of the Plan Year beginning after December 31, 2018) for which the election(s) above apply:

HD-4 APPLICATION OF SUSPENSION REQUIREMENT FOR PRE-2019 PLAN YEAR HARDSHIP DISTRIBUTIONS. (Applicable only to Plans that were using the Hardship distribution suspension rule as of the last day of the 2018 Plan Year.)  (a) No change to current Plan provisions. A Participant who received a Hardship distribution prior to the beginning of the 2019 Plan Year continued to be suspended from making Salary Deferrals (and After-Tax Employee Contributions, if applicable) for a period of 6 months after the receipt of the Hardship distribution.  (b) Effective on the first day of the Plan Year beginning after December 31, 2018 (or such later date specified in HD-4(d) below), a Participant who received a Hardship distribution prior to the beginning of the 2019 Plan Year was no longer suspended from making Salary Deferrals (and After-Tax Employee Contributions, if applicable).  (c) Describe any special rules with respect to the suspension from making Salary Deferrals (and After-Tax Employee Contributions, if applicable) for Participants who have received pre-2019 Hardship distributions:
 (d) Describe the effective date (if later than the beginning of the Plan Year beginning after December 31, 2018) for which the election(s) above apply:

HD-5 OTHER APPLICABLE RULES. Describe any other rules, such as conditions for receiving a Hardship distribution, not otherwise reflected in the Plan or Hardship Distribution Interim Amendment:

HD-6 MEMORIALIZATION OF PRIOR OPERATION. The elections in this Hardship Distribution Interim Amendment should reflect current Plan operations. The Employer may memorialize prior plan operations relevant to the implementation of the Final Regulations by describing such operations below:

APPLICATION OF AMENDMENT
Pursuant to Revenue Procedure 2015-36 and Revenue Procedure 2017-41 (as applicable), these Hardship Distribution Interim Amendment Elective Provisions have been adopted by the Pre-Approved Plan Provider on behalf of all adopting Employers. This amendment supersedes any contrary provisions under the Plan. If the Employer wishes to override the Default elections of the PreApproved Plan Provider, the Employer (or the authorized representative of the Employer) must execute this Hardship Distribution Interim Amendment by signing below. This amendment applies to the signatory Employer and all Participating Employers under the Plan.

City of Santa Clara
(Name of Employer)
(Name of Authorized Representative, if applicable) (Title) (Signature) (Date)
Nonstandardized Governmental Plan
Interim Amendment – CARES/SECURE Acts Elective Provisions © Copyright 2022
Cycle 3 Nonstandardized Governmental Plan #03-001 Page CS-1

CARES/SECURE ACTS INTERIM AMENDMENT

ELECTIVE PROVISIONS
These Elective Provisions provide for elections related to the Interim Amendment. If the adopting Employer agrees to the default for a particular provision or the provision does not apply to the Employer’s Plan, the adopting Employer does not need to make an election for that provision. If the adopting Employer wishes to override any of the defaults, the adopting Employer should make the appropriate election(s) in the Elective Provisions below. If the defaults are not used, the adopting Employer will need to execute these Elective Provisions.

CS-1. TEMPORARY WAIVER OF REQUIRED MINIMUM DISTRIBUTIONS FOR 2020 (See IA §3.03) [Note: Do not complete these Elective Provisions if the Plan was not in existence during 2020 or if the temporary waiver otherwise did not apply to the Plan.]
(a) Default if Participant fails to elect. For purposes of applying the required minimum distribution rules for the 2020 calendar year, effective January 1, 2020 (or such later date as designated below), a Participant (including an Alternate Payee or beneficiary of a deceased Participant) who was eligible to receive a required minimum distribution for the 2020 calendar year could elect whether to receive the 2020 RMD or 2020 Extended RMD (as defined in IA §3.03). If a Participant did not specifically elect to take the 2020 RMD or 2020 Extended RMD from the Plan, such distribution was not made for the 2020 calendar year. The Employer may modify this default rule below, provided such modification satisfies the requirements under Code §401(a)(9)(I) and any applicable IRS guidance.
 (1) 2020 RMDs and 2020 Extended RMDs were made. 2020 RMDs and 2020 Extended RMDs were made to Participants who were otherwise required to receive a required minimum distribution for the 2020 calendar year, unless the Participant elected to not receive such distribution.
 (2) 2020 RMDs were not made, but 2020 Extended RMDs were made. 2020 RMDs were not made for the 2020 calendar year, but 2020 Extended RMDs were made for the 2020 calendar year, unless the Participant elected otherwise.
 (3) 2020 RMDs were made, but 2020 Extended RMDs were not made. 2020 RMDs were made for the 2020 calendar year, but 2020 Extended RMDs were not made for the 2020 calendar year, unless the Participant elected otherwise.
(4) Direct Rollovers. Unless elected otherwise below, the Plan offered a Direct Rollover only for distributions that were Eligible Rollover Distributions in the absence of Code §401(a)(9)(I).

Instead of the default above, the following were treated as Eligible Rollover Distributions in 2020:
 (i) 2020 RMDs
 (ii) 2020 RMDs and 2020 Extended RMDs
 (iii) 2020 RMDs, but only if paid with an additional amount that is an Eligible Rollover Distribution without regard to Code §401(a)(9)(I)  (iv) Describe:
 (5) Describe other modifications of the default participant election rules:
 (6) Effective date. Instead of January 1, 2020, the effective date of the amendment providing for a choice of whether a Participant or beneficiary could receive 2020 RMDs was effective:
 (b) Describe any special rules, including any special effective dates, the Plan applied to required minimum distributions for 2020:

CS-2. REQUIRED MINIMUM DISTRIBUTION ELECTIONS (IA §5.02(b)(1)(ii)). Effective for distributions with respect to Participants who die after December 31, 2019 (or such later effective date applicable to the Plan. See IA §5.02(b)(1)(v)) and before the applicable Required Beginning Date, the Plan’s Cycle 3 elections with regard to required minimum distributions continue to apply to Eligible Designated Beneficiaries, except that the 10-year rule will be substituted for the 5-year rule, as appropriate. In addition, the Cycle 3 default applicable to a Participant or Designated Beneficiary who fails to make an election continues to apply. To override this default provision, complete (a) and/or (b) below.  (a) Application of life expectancy and 10-year rules to Eligible Designated Beneficiaries. Instead of the default, Nonstandardized Governmental Plan
Interim Amendment – CARES/SECURE Acts Elective Provisions © Copyright 2022
Cycle 3 Nonstandardized Governmental Plan #03-001 Page CS-2 the Plan will apply the following rule:
 (1) Effective , the life expectancy rule applies to all Eligible Designated Beneficiaries.  (2) Effective , the 10-year rule applies to all Eligible Designated Beneficiaries.  (3) Effective , the entire interest of an Eligible Designated Beneficiary will be distributed by the end of the calendar year [may not be greater than 9th] following the year the Participant dies.
 (4) Effective January 1, 2025 , the Participant or Eligible Designated Beneficiary may elect to apply either the 10-year rule or the life expectancy rule to determine the required minimum distributions when the Participant dies before his/her Required Beginning Date. If no election is timely made:
 (i) the life expectancy rule applies
 (ii) the 10-year rule applies
 (iii) the 10-year rule, reduced to years applies
 (5) Describe the manner (including effective date) in which the 10-year rule and life expectancy rule apply to Eligible Designated Beneficiaries:
 (b) Special rules. Describe any special rules that apply for purposes of the required minimum distribution rules under Code §401(a)(9):
[Note: Any special rules for determining required minimum distributions for calendar years beginning on or after January 1, 2022 (or such later date as specified in applicable regulations or guidance) must comply with proposed Treas. Reg §§1.401(a)(9)-1 through 1.401(a)(9)-9 issued on February 24, 2022 (or subsequent applicable final regulations).]
CS-3. DELAYED ADOPTION OF SAFE HARBOR 401(k) PLAN (IA §5.06) (a) Amendment into a 3% nonelective Safe Harbor 401(k) Plan accounts (See IA §5.06(a)). Unless an election is made below, the Plan is not amended and the current Plan provisions will continue to apply. [Do not complete if Plan will not provide for a Safe Harbor contribution.]  (1) The Plan is amended to add a % [insert amount of at least 3%] Traditional Safe Harbor 401(k) Plan Employer Contribution, effective for the [insert applicable Plan Year] Plan Year. The elected percentage will continue to apply for future Plan Years, unless otherwise provided in CS-3(a)(3) or by a subsequent Plan amendment.  (2) The Plan is amended to add a % [insert amount of at least 3%] QACA Safe Harbor 401(k) Plan Employer Contribution, effective for the [insert applicable Plan Year] Plan Year. The elected percentage will continue to apply for future Plan Years, unless otherwise provided in CS-3(a)(3) or by a subsequent Plan amendment.  (3) Describe any special provisions applicable to the adoption of a 3% nonelective Safe Harbor 401(k) Plan:
(b) Amendment into a 4% nonelective Safe Harbor 401(k) Plan accounts See IA §5.06(b). Unless an election is made below, the Plan is not amended and the current Plan provisions will continue to apply.  (1) The Plan is amended to add a % [insert amount of at least 4%] Traditional Safe Harbor 401(k) Plan Employer Contribution, effective for the [insert applicable Plan Year] Plan Year. The elected percentage will continue to apply for future Plan Years, unless otherwise provided in CS-3(b)(3) or by a subsequent Plan amendment.  (2) The Plan is amended to add a % [insert amount of at least 4%] QACA Safe Harbor 401(k) Plan Employer Contribution, effective for the [insert applicable Plan Year] Plan Year. The elected percentage will continue to apply for future Plan Years, unless otherwise provided in CS-3(b)(3) or by a subsequent Plan amendment.  (3) For Plan Years following the effective date stated under CS-3(b)(1) or CS-3(b)(2), the Safe Harbor Employer Contribution will be [insert amount of at least 3%].  (4) Describe any special provisions applicable to the adoption of a 4% nonelective Safe Harbor 401(k) Plan:

Nonstandardized Governmental Plan
Interim Amendment – CARES/SECURE Acts Elective Provisions © Copyright 2022
Cycle 3 Nonstandardized Governmental Plan #03-001 Page CS-3 CS-4. QUALIFIED BIRTH OR ADOPTION DISTRIBUTIONS (“QBADs”). (See IA §5.08) Unless an election is made below, the Plan does not allow for QBADs.  (a) Qualified Birth or Adoption Distributions are available from the following sources to Plan Participants as of January 1, 2025 [insert date no earlier than the first day of the Plan Year beginning after December 31, 2019]: [Note: May be checked even if no in-service distributions are otherwise permitted under the Plan.]  (1) All available sources
 (2) Pre-Tax Deferral Account
 (3) Roth Deferral Account (including In-Plan Roth Conversion Account)  (4) Matching Contribution Account
 (5) Qualified Matching Contribution (QMAC) Account
 (6) Employer Contribution Account
 (7) Qualified Nonelective Contribution (QNEC) Account  (8) Safe Harbor Contribution Account(s)
 (9) Rollover Contribution Account
 (10) After-Tax Employee Contribution Account
 (11) Transfer Account
 (12) Describe available sources:
(b) If CS-4(a) is elected, QBADs are available to all Participants who have the applicable Account(s), unless otherwise indicated below.
 (1) QBADs are not available to terminated Participants.  (2) QBADs will only be permitted if the Participant is 100% vested in the source from which the withdrawal is taken.
 (3) Describe the Participants who may receive QBADs:
 (c) Describe any special rules related to QBADs:

CS-5. INCREASE OF CAP FOR QACA SAFE HARBOR 401(k) PLAN. (See IA §5.09) Unless an election is made below, the Employer does not elect to increase the cap for its QACA Safe Harbor 401(k) Plan. [Do not complete if plan does not provide for a QACA Safe Harbor contribution.]  (a) The cap on the automatic increase of the automatic deferral amount as specified under AA §6C-3(c)(2)(ii) is increased to % [insert number greater than 10, not more than 15], effective as of [insert date no earlier than the first day of the Plan Year beginning after December 31, 2019].  (b) Describe any special rules related to the increase of cap for QACA Safe Harbor 401(k) Plan:

CS-6. IN-SERVICE DISTRIBUTIONS FOR MONEY PURCHASE PENSION PLAN OR TRANSFERRED ASSETS. (See IA §5.11)
Age 59 ½ in-service distributions. Unless an election is made below, the Employer does not elect to change the Plan’s in-service distribution options under AA §10-1 of its money purchase pension plan (or with respect to assets transferred from a money purchase plan).
 (a) Effective [insert date no earlier than the first day of the Plan Year beginning after December 31, 2019], a Participant may withdraw all or any portion of his/her vested Account Balance, upon the attainment of age [may not be earlier than age 59 ½ ].
 (b) Describe any special rules related to the in-service distributions:

Nonstandardized Governmental Plan
Interim Amendment – CARES/SECURE Acts Elective Provisions © Copyright 2022
Cycle 3 Nonstandardized Governmental Plan #03-001 Page CS-4 CS-7. LONG-TERM PART-TIME EMPLOYEES (“LTPT Employees”). (See IA §5.12) LTPT Employees will participate under the Plan, as of the appropriate effective date, as required under IA §5.12. The Employer may make elections in the Adoption Agreement consistent with the requirements of IA §5.12. In addition, the Employer may describe any provisions relating to the participation of LTPT Employees below. (a) Other contributions. In addition to the ability to make Salary Deferrals, LTPT Employee may receive or make the following in the same manner and under the same conditions as other Eligible Employees under the Plan:
 (1) All available Employer and Employee Contribution sources  (2) Employer Contributions (including Qualified Nonelective Employer Contributions)  (3) Matching Contributions (including Qualified Matching Contributions)  (4) Safe Harbor Contributions
 (5) Rollover Contributions
 (6) After-Tax Employee Contributions
 (7) Describe:
(b) Eligibility, Entry Date and minimum age rules. Instead of the Plan rules for Eligibility Computation Period, Entry Date and minimum age rules applicable to Eligible Employees who are not LTPT Employees, the following rules apply to LTPT Employees:
 (1) The Eligibility Computation Period for LTPT Employees is based on Anniversary Years and will not switch to the Plan Year.
 (2) Describe Eligibility Computation Period for LTPT Employees:
 (3) The Entry Dates for LTPT Employees will be the first day of the 1st and 7th month of the Plan Year.
 (4) The Entry Dates for LTPT Employees will be . (Must satisfy Entry Date requirements under BPD §2.03(b).)
 (5) The minimum age requirement for LTPT Employees is:
 (i) Age 21
 (ii) No minimum age for eligibility
 (iii) Age [not later than age 21]
(c) Collectively Bargained Employees and non-resident aliens. If Collectively Bargained Employees and/or nonresident aliens who receive no compensation from the Employer that constitutes U.S. source income are otherwise eligible for the Plan, the Employer may elect to exclude such Employees from the LTPT Employee rules of IA §5.12 below:
 (1) Collectively Bargained Employees are excluded from eligibility as LTPT Employees.  (2) Non-resident aliens who receive no compensation from the Employer that constitutes U.S. source income are excluded from eligibility as LTPT Employees.  (3) In addition to any election made in CS-7(c)(1) or (2) above, Employees who are otherwise considered Excluded Employees under the Plan will also be excluded from eligibility as LTPT Employees.
(d) Other provisions. To the extent the following provisions or options apply to Eligible Employees who are not LTPT Employees, such provisions do not apply to LTPT Employees:
 (1) The opportunity to make Roth Deferrals
 (2) The automatic contribution arrangement provisions under AA §6A-8  (3) Describe Plan provisions that do not apply to LTPT Employees:
 (e) Describe any special rules related to the participation of LTPT Employees under the Plan:

CS-8. PLAN ADOPTED BY FILING DUE DATE. (See IA §5.13)
 The Employer elects to treat the Plan as having been adopted as of the last day of its taxable year ending . (See IA §5.13 for rules relating to the timing of this election.) Nonstandardized Governmental Plan
Interim Amendment – CARES/SECURE Acts Elective Provisions © Copyright 2022
Cycle 3 Nonstandardized Governmental Plan #03-001 Page CS-5 CS-9. SPECIAL PROVISIONS.

If the Employer wishes to provide additional or clarifying provisions to this Interim Amendment, the Employer may include such provisions below.
 Describe any special rules related to this Interim Amendment:

APPLICATION OF INTERIM AMENDMENT
Pursuant to Revenue Procedure 2017-41 and Section 14.01(a) of the Plan (Section 11.01(a) in the Owners-Only Plan), to the extent this Interim Amendment has been adopted by the Pre-Approved Plan Provider on behalf of its adopting Employers, the Employer does not need to sign these Elective Provisions. If the Employer wishes to override the Provider’s (default) elections, or adopt as an Employerlevel amendment, the Employer (or the authorized representative of the Employer) must execute this Interim Amendment by signing below. This amendment applies to the Employer and all Participating Employers under the Plan.

City of Santa Clara 401(a) Plan
Name of Plan
City of Santa Clara
(Name of Employer)
(Name of Authorized Representative, if applicable) (Title) (Signature) (Date)

CITY OF SANTA CLARA

PLAN ADMINISTRATION AND RECORDKEEPING SERVICES FOR THE
CITY'S 401(a) DEFINED CONTRIBUTION PLAN

AGREEMENT

BETWEEN

CITY OF SANTA CLARA, CALIFORNIA
AND
NATIONWIDE RETIREMENT SOLUTIONS, INC.

CITY OF SANTA CLARA 1500

WARBURTON AVENUE
SANTA CLARA, CA 95050
i

TABLE OF CONTENTS

1. SERVICES TO BE PROVIDED ..........................................................................1

2. TERM OF AGREEMENT ....................................................................................2

3. QUALIFICATIONS OF CONTRACTOR - STANDARD OF WORKMANSHIP .....2

4. MONITORING OF SERVICES ...........................................................................2

5. WARRANTY .......................................................................................................2

6. PERFORMANCE OF SERVICES .......................................................................3

7. BUSINESS TAX LICENCE REQUIRED .............................................................3

8. RESPONSIBILITY OF CONTRACTOR ..............................................................3

9. COMPENSATION AND PAYMENT ....................................................................3

10. TERMINATION OR SUSPENSION OF AGREEMENT .......................................3

11. NO ASSIGNMENT OF AGREEMENT ................................................................4

12. NO THIRD PARTY BENEFICIARY ....................................................................4

13. INDEPENDENT CONTRACTOR ........................................................................4

14. NO PLEDGING OF CITY'S CREDIT ..................................................................5

15. CONFIDENTIALITY OF MATERIAL ...................................................................5

16. USE OF CITY NAME OR EMBLEM ...................................................................5

17. OWNERSHIP OF MATERIAL.............................................................................5

18. RIGHT OF CITY TO INSPECT RECORDS OF CONTRACTOR ........................6

19. CORRECTION OF SERVICES ..........................................................................6

20. FAIR EMPLOYMENT .........................................................................................6

21. HOLD HARMLESS/INDEMNIFICATION ............................................................6

22. INSURANCE REQUIREMENTS .........................................................................7

23. AMENDMENTS ..................................................................................................7

24. INTEGRATED DOCUMENT ...............................................................................7

25. SEVERABILITY CLAUSE ...................................................................................7

26. WAIVER .............................................................................................................7

27. NOTICES ...........................................................................................................8

28. CAPTIONS .........................................................................................................8

29. LAW GOVERNING CONTRACT AND VENUE ..................................................8

30. DISPUTE RESOLUTION ....................................................................................8

31. COMPLIANCE WITH ETHICAL STANDARDS ...................................................9

32. AFFORDABLE CARE ACT OBLIGATIONS .......................................................9

33. CONFLICT OF INTERESTS...............................................................................9 ii

EXHIBITS

EXHIBIT A - SCOPE OF SERVICES

EXHIBIT B - FEE SCHEDULE

EXHIBIT C - INSURANCE REQUIREMENTS

EXHIBIT D - ETHICAL STANDARDS FOR CONTRACTORS SEEKING TO ENTER

INTO AN AGREEMENT WITH THE CITY OF SANTA CLARA,

CALIFORNIA
1 AGREEMENT FOR PROFESSIONAL SERVICES

BY AND BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA
AND
NATIONWIDE RETIREMENT SOLUTIONS, INC.

PREAMBLE
This agreement for the performance of services ("Agreement") is by and between Nationwide Retirement Solutions, Inc., an affiliate and subsidiary of Nationwide Financial Services, Inc., a Delaware corporation, with its principal place of business located at 10 West Nationwide Blvd, Columbus, Ohio 43215 ("Contractor"), and the City of Santa Clara, California, a chartered California municipal corporation with its primary business address at 1500 Warburton Avenue, Santa Clara, California 95050 ("City").

City and Contractor may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement."

RECITALS
A. City desires to secure professional services more fully described in this Agreement, in Exhibit A - "SCOPE OF SERVICES," and B. Contractor represents that it, and its subcontractors, if any, have the professional qualifications, expertise, necessary licenses and desire to provide certain goods and/or required services of the quality and type which meet objectives and requirements of City; and
C. The Parties have specified herein the terms and conditions under which such services will be provided and paid for.

The Parties agree as follows:

AGREEMENT PROVISIONS

1. SERVICES TO BE PROVIDED.

Except as specified in this Agreement, Contractor shall furnish all technical and professional services, including labor, material, equipment, transportation, supervision, and expertise (collectively referred to as "Services") to satisfactorily complete the work required by City at its own risk and expense. Services to be provided to City are more fully described in Exhibit A - "SCOPE OF SERVICES," which may be supplemented with additional detail from time to time during the term of the Agreement, as mutually agreed to in writing by the Parties. All exhibits referenced in this Agreement are attached and are incorporated by this reference.

Hereinafter, the City's 401(a) Plan may be referred to as the "Plan".

2. TERM OF AGREEMENT.

Pursuant to and unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the term of this Agreement shall begin on the Effective Date of this Agreement for a term of ten (10) years.
2 3. QUALIFICATIONS OF CONTRACTOR - STANDARD OF WORKMANSHIP.

Contractor represents and maintains that it has the necessary expertise in the professional calling necessary to perform services, and its duties and obligations, expressed and implied, contained herein, and City expressly relies upon Contractor's representations regarding its skills and knowledge. Contractor shall perform such services and duties in conformance to and consistent with the professional standards of a specialist in the same discipline in the State of California.

The plans, designs, specifications, estimates, calculations, reports, and other documents furnished under Exhibit A shall be in a format and of a quality acceptable to City. The criteria for acceptance of the work provided under this Agreement shall be a product of neat appearance, well organized, that is technically and grammatically correct, checked and having the maker and checker identified. The minimum standard of appearance, organization, and content of the documents shall be that used by City for similar projects.

Contractor shall provide timely and periodic submittals of all documents required of Contractor, including subcontracts, if any, as requested by City.

4. MONITORING OF SERVICES.

City may monitor the Services performed under this Agreement to determine whether Contractor's operation conforms to City policy and to the terms of this Agreement. City may also monitor the Services to be performed to determine whether financial operations are conducted in accord with applicable City, county, state, and federal requirements. If any action of Contractor constitutes a breach, City may terminate this Agreement pursuant to the provisions described herein.

5. WARRANTY.

Contractor expressly warrants that all materials and services covered by this Agreement shall be fit for the purpose intended, shall be free from defect, and shall conform to the specifications, requirements, and instructions upon which this Agreement is based. Contractor agrees to promptly replace or correct any incomplete, inaccurate, or defective Services at no further cost to City when defects are due to the negligence, errors, and/or omissions of Contractor. If Contractor fails to promptly correct or replace materials or services, City may make corrections or replace materials or services and charge Contractor for the cost incurred by City.

6. PERFORMANCE OF SERVICES.

Contractor shall perform all requested services in an efficient and expeditious manner and shall work closely with and be guided by City. Contractor shall be as fully responsible to City for the acts and omissions of its subcontractors, and of persons either directly or indirectly employed by them, as Contractor is for the acts and omissions of persons directly employed by it. Contractor will perform all Services in a safe manner and in accordance with all applicable federal, state, and local operation and safety regulations.
3 7. BUSINESS TAX LICENSE REQUIRED.

Contractor must comply with Santa Clara City Code section 3.40.060, as that section may be amended from time to time or renumbered, which requires that any person who transacts or carries on any business in the City of Santa Clara pay business license tax to the City. A business tax certificate may be obtained by completing the Business Tax Affidavit Form and paying the applicable fee at the Santa Clara City Hall Municipal Services Division.

8. RESPONSIBILITY OF CONTRACTOR.

Contractor shall be responsible for the professional quality, technical accuracy, and coordination of the Services furnished by it under this Agreement. Neither City's review, acceptance, nor payments for any of the Services required under this Agreement shall be construed to operate as a waiver of any rights under this Agreement or of any cause of action arising out of the performance of this Agreement and Contractor shall be and remain liable to City in accordance with applicable law for all damages to City caused by Contractor's negligent performance of any of the Services furnished under this Agreement.

Any acceptance by City of plans, specifications, construction contract documents, reports, diagrams, maps, and other material prepared by Contractor shall not in any respect absolve Contractor from the responsibility Contractor has in accordance with customary standards of good professional practice in compliance with applicable federal, state, county, and/or municipal laws, ordinances, regulations, rules, and orders.

9. COMPENSATION AND PAYMENT.

Compensation for the Services rendered under this Agreement will be paid to Contractor as described in Exhibit B — FEE SCHEDULE. Unless agreed to by the City in writing, it is anticipated that all Services provided by Contractor under this Agreement shall be provided at no cost to the City. Compensation for all materials provided and services rendered by Contractor shall be at the rate and in the manner outlined in Exhibit B.

10. TERMINATION OR SUSPENSION OF AGREEMENT.

A. The City may terminate this Agreement for any reason, with or without cause, upon providing one hundred eighty (180) calendar days written notice to the Contractor ("Notice of Termination").

B. The City may, by written notice, direct Contractor to suspend performance on all or any part of the Services for such period of time as may be determined by the City to be necessary or desirable for its convenience. If such suspension is not due to the fault or negligence of Contractor, the period for performance of the Services may be extended by mutual agreement.

C. Any final payment owed to the Contractor following termination or suspension of the Agreement, including any termination fee payment, shall be paid to the Contractor within sixty (60) calendar days after Contractor has transferred all assets and records to the City, or its designee determined solely by the City, and the Contractor has delivered to the City all final progress reports, documentation, 4 materials, and evidence of costs and disbursement as required under this Agreement.

11. NO ASSIGNMENT OF AGREEMENT.

City and Contractor bind themselves, their successors, and assigns to all covenants of this Agreement. This Agreement shall not be assigned or transferred without the prior written approval of both Parties.

12. NO THIRD PARTY BENEFICIARY.

This Agreement shall not be construed to be an agreement for the benefit of any third party or parties and no third party or parties shall have any claim or right of action under this Agreement for any cause whatsoever, except as allowed by law by Plan participants. Contractor or its subcontractors shall not contact third parties to provide any information in connection to the Services provided under this Agreement without the prior written consent of the City.

Should Contractor or its subcontractors be contacted by any person requesting information or requiring testimony relative to the Services provided under this Agreement, Contractor or its subcontractors shall promptly inform the City giving the particulars of the information sought and shall not disclose such information or give such testimony without the written consent of the City or court order. The obligations of Contractor and its subcontractors under this Section shall survive the termination of this Agreement.

13. INDEPENDENT CONTRACTOR.

Contractor and all person(s) employed by or contracted with Contractor to furnish labor and/or materials under this Agreement are independent contractors and do not act as agent(s) or employee(s) of City. Contractor has full rights, however, to manage its employees in their performance of Services under this Agreement.

Contractor is not authorized to bind City to any contracts or other obligations.

14. NO PLEDGING OF CITY'S CREDIT.

Under no circumstances shall Contractor have the authority or power to pledge the credit of City or incur any obligation in the name of City. Contractor shall save and hold harmless the City, its City Council, its officers, employees, boards, and commissions for expenses arising out of any unauthorized pledges of City's credit by Contractor under this Agreement.

15. CONFIDENTIALITY OF MATERIAL.

All ideas, memoranda, specifications, plans, manufacturing procedures, data, drawings, descriptions, documents, discussions, or other information developed or received by or for Contractor and all other written information submitted to Contractor in connection with the performance of this Agreement shall be held confidential by Contractor and shall not, without the prior written consent of City, be used for any purposes other than the performance of the Services, nor be disclosed to an entity not connected with performance of the Services. City and Contractor agree that Contractor, its officers, employees, brokers, registered representatives, affiliates, vendors and professional advisors (such as attorneys, accountants and actuaries) may use and disclose Plan and participant 5 information only to enable or assist it in the performance of its duties hereunder and with other Plan-related activities, and the City expressly authorizes Contractor to disclose Plan and participant information to its agents, vendors, and/or broker of record on file with Nationwide. Nothing furnished to Contractor which is otherwise known to Contractor or becomes generally known to the related industry shall be deemed confidential. Notwithstanding anything to the contrary contained herein, it is expressly understood that Contractor retains the right to use any and all information in its possession in connection with its defense and/or prosecution of any litigation which may arise in connection with this Agreement, the investment arrangement funding the Plan, or the Plan; provided, however, in no event will Contractor release any information to any person or entity except as permitted by applicable law.

16. USE OF CITY NAME OR EMBLEM.

Contractor shall not use City's name, insignia, or emblem, or distribute any information related to services under this Agreement in any magazine, trade paper, newspaper, or other medium without express written consent of City.

17. OWNERSHIP OF MATERIAL.

A. All material, including information developed on computer(s), which shall include, but not be limited to, data, sketches, tracings, drawings, plans, diagrams, quantities, estimates, specifications, proposals, tests, maps, calculations, photographs, reports, and other material developed, collected, prepared, or caused to be prepared under this Agreement for exclusive use by the City shall be the property of City. City shall not be limited in any way or at any time in its use of said material. However, Contractor shall not be responsible for damages resulting from the use of said material for work other than project, including, but not limited to, the release of this material to third parties. All materials described in this Section 17 together with all unused materials supplied by the City, are to be delivered to the City upon termination of this Agreement and before final payment, if any, is made to Contractor.

B. Document Review. Contractor shall review all documents provided by the City related to the performance of the Services and shall promptly notify the City of any defects or deficiencies discovered in such review.

18. RIGHT OF CITY TO INSPECT RECORDS OF CONTRACTOR.

City, through its authorized employees, representatives, or agents shall have the right during the term of this Agreement and for three (3) years from the date of termination of this Agreement, to audit the books and records of Contractor for the purpose of verifying any and all charges made by Contractor in connection with Contractor compensation under this Agreement, including termination of Contractor. Contractor agrees to maintain sufficient books and records in accordance with generally accepted accounting principles to establish the correctness of all charges submitted to City. Any expenses not so recorded shall be disallowed by City.

Contractor shall submit to City any and all reports concerning its performance under this Agreement that may be requested by City in writing. Contractor agrees 6 to assist City in meeting City's reporting requirements to the State and other agencies with respect to Contractor's Services hereunder.

19. CORRECTION OF SERVICES.

Contractor agrees to correct any incomplete, inaccurate, or defective Services at no further costs to City, when such defects are due to the negligence, errors, or omissions of Contractor as determined by the Parties.

20. FAIR EMPLOYMENT.

Contractor shall not discriminate against any employee or applicant for employment because of race, color, creed, national origin, gender, sexual orientation, age, disability, religion, ethnic background, or marital status, in violation of state or federal law.

21. HOLD HARMLESS/INDEMNIFICATION.

To the extent permitted by law, Contractor agrees to protect, defend, hold harmless, and indemnify City, its City Council, commissions, officers, employees, volunteers, and agents from and against any claim, injury, liability, loss, cost, and/or expense or damage, including all costs and reasonable attorney's fees in providing a defense to any claim arising therefrom, arising from Contractor's negligent, reckless, or wrongful acts, errors, or omissions with respect to or in any way connected with the Services performed by Contractor pursuant to this Agreement.

To the extent permitted by law, City agrees to protect, defend, hold harmless and indemnify Contractor, its officers, directors, agents and employees from and against any claim, injury, liability, loss, cost, and/or expense or damage, including all costs and reasonable attorney's fees in providing a defense to any claim arising therefrom, arising from City's negligent, reckless, or wrongful acts, errors, or omissions with respect to or in any way connected with the nonperformance of the provisions of this Agreement under the City's exclusive control.

22. INSURANCE REQUIREMENTS.

During the term of this Agreement, and for any time period set forth in Exhibit C, Contractor shall provide and maintain in full force and effect, at no cost to City, insurance policies with respect to employees and vehicles assigned to the performance of Services under this Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage verifications as defined in Exhibit C.

23. AMENDMENTS.

This Agreement may be amended only with the written consent of both Parties.

24. INTEGRATED DOCUMENT.
7 This Agreement represents the entire agreement between City and Contractor.

No other understanding, agreements, conversations, or otherwise, with any representative of City prior to execution of this Agreement shall affect or modify any of the terms or obligations of this Agreement. Any verbal agreement shall be considered unofficial information and is not binding upon City.

25. SEVERABILITY CLAUSE.

In case any one or more of the provisions in this Agreement shall, for any reason, be held invalid, illegal, or unenforceable in any respect, it shall not affect the validity of the other provisions, which shall remain in full force and effect.

26. WAIVER.

Contractor agrees that waiver by City of any one or more of the conditions of performance under this Agreement shall not be construed as waiver(s) of any other condition of performance under this Agreement.

27. NOTICES.

All notices to the Parties shall, unless otherwise requested in writing, be sent to City addressed as follows:

City of Santa Clara
Attention: Human Resources Department
1500 Warburton Avenue
Santa Clara, California 95050
or by facsimile at (408) 985-0667
or by email at [email protected]
And to Contractor addressed as follows:

Alexis Cousineau, AVP RP Operations
10 W. Nationwide Blvd. 5-04-306R
Columbus, OH 43215
or by facsimile at (877) 295-6176
or by email at [email protected]
If notice is sent via facsimile or email, a signed, hard copy of the material shall also be mailed, unless such hard copy requirement is waived by the City. The business day the facsimile or email was sent shall control the date notice was deemed given. A facsimile or email transmitted after 2:00 p.m. (Pacific Time) on the last business day of a week shall be deemed to have been transmitted on the first business day of the following week.

28. CAPTIONS.

The captions of the various sections, paragraphs, and subparagraphs of this Agreement are for convenience only and shall not be considered or referred to in resolving questions of interpretation.

29. LAW GOVERNING CONTRACT AND VENUE.
8 This Agreement shall be governed and construed in accordance with the statutes and laws of the State of California. The venue of any suit filed by either Party shall be vested in the state courts of the County of Santa Clara, or if appropriate, in the United States District Court, Northern District of California, San Jose, California.

30. DISPUTE RESOLUTION.

A. Unless otherwise mutually agreed to by the Parties, any controversies between Contractor and City regarding the construction or application of this Agreement, and claims arising out of this Agreement or its breach, shall be submitted to mediation within thirty (30) calendar days of the written request of one Party after the service of that request on the other Party.

B. The Parties may agree on one mediator. If they cannot agree on one mediator, the Party demanding mediation shall request the Superior Court of Santa Clara County to appoint a mediator. The mediation meeting shall not exceed one day (eight (8) hours). The Parties may agree to extend the time allowed for mediation under this Agreement.

C. The costs of mediation shall be borne by the Parties equally.

D. For any contract dispute, mediation under this section is a condition precedent to filing an action in any court. In the event of mediation which arises out of any dispute related to this Agreement, the Parties shall each pay their respective attorney's fees, expert witness costs, and cost of suit, through mediation only.

31. COMPLIANCE WITH ETHICAL STANDARDS.

Contractor shall comply with the City's Ethical Standards, a copy of which is set forth in Exhibit D, attached hereto and incorporated into this Agreement.

32. AFFORDABLE CARE ACT OBLIGATIONS.

To the extent Contractor is obligated to provide health insurance coverage to its employees pursuant to the Affordable Care Act ("Act") and/or any other similar federal or state law, Contractor warrants that it is meeting its obligations under the Act and will fully indemnify and hold harmless City for any penalties, fines, adverse rulings, or tax payments associated with Contractor's responsibilities under the Act.

33. CONFLICT OF INTERESTS.

This Agreement does not prevent either Party from entering into similar agreements with other parties. To prevent a conflict of interest, Contractor certifies that to the best of its knowledge, no City officer, employee, or authorized representative has any financial interest in the business of Contractor and that no person associated with Contractor has any interest, direct or indirect, which could conflict with the faithful performance of this Agreement. Contractor is familiar with the provisions of California Government Code Section 87100 and following, and certifies that it does not know of any facts which would violate these code provisions. Contractor will advise City if a conflict arises. 9 This Agreement may be executed in counterparts, each of which shall be deemed to be an original, but both of which shall constitute one and the same instrument; and, the Parties agree that signatures on this Agreement, including those transmitted by facsimile, shall be sufficient to bind the Parties.

The Parties acknowledge and accept the terms and conditions of this Agreement as evidenced by the following signatures of their duly authorized representatives. The Effective Date is the date that the final signatory executes the Agreement. It is the intent of the Parties that this Agreement shall become operative on the Effective Date.

CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
APPROVED AS TO FORM:

Dated: _______________________
_________________________________ _____________________________ City Attorney City Manager
"CITY"
NATIONWIDE RETIREMENT SOLUTIONS, INC.
a Delaware corporation
Dated: _______________________________

By: _______________________________
Alexis Cousineau
AVP, RP Operations
10 W Nationwide Blvd.

Columbus, OH 43215
Telephone: (614) 435-6998
"CONTRACTOR"
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771
1 AGREEMENT FOR PROFESSIONAL SERVICES

BY AND BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA
AND
NATIONWIDE RETIREMENT SOLUTIONS, INC.

EXHIBIT A

SCOPE OF SERVICES
Following is a description of Services that will or may be required of the Contractor.

The requirements presented specify the Services to be provided by the Contractor and the minimum capabilities required. The Agreement will have a term of ten (10) years from the Effective Date of the Agreement.

Contractor will provide third-party administrative and recordkeeping services and investment products for the City's 401(a) Plan (the "Plan").

1. ADMINISTRATION AND RECORD KEEPING
A. The Contractor will provide participant enrollment services, including providing a welcome package and enrollment kit containing instructions and notices necessary to implement the Plan's administration. Enrollment services shall be available in paper and electronic format.

B. The Contractor will establish an account for each participant in the Plan at the time the Contractor receives enrollment instructions in good order.

C. The Contractor will process Plan deferrals in detail consistent with the terms of the Plan and the City's payroll system; reconcile contribution amounts; and direct immediate investment of deferrals and contributions in accordance with participant, City, and Committee instructions. Deferrals, contributions, and records received in good order by 4:00 pm Eastern Time on a Business Day will be credited to participant accounts as of the day on which such deferrals or contributions are received by the Contractor.

Contractor shall record and make available deferrals and contributions to participant accounts within one Business Day of the day in which deferrals or contributions are made available by the City in good order. No transactions can be completed on any Business Day after such time as the New York Stock Exchange closes.

Plan contributions will be sent to the Contractor on a biweekly basis via wire transfer by the City's Finance Department - Accounting Division. Contribution data will also be sent electronically on a biweekly basis by the Contractor.

D. The Contractor will help facilitate participant rollover and plan-to-plan transfers.

E. All work performed by the Contractor will conform to applicable laws, regulations and rules as well as to acceptable industry standards and practices. The Contractor represents itself as an expert in administering governmental 401(a) defined contribution plans.
2 F. The Contractor will perform all administrative and record keeping functions necessary to ensure accurate accounting of the assets in each participant account and to provide for the efficient and prudent management of the Plan. These functions will include reconciling participant accounts to investment accounts. The Contractor will perform all necessary reconciliation under generally accepted accounting principles.

G. The Contractor will establish and maintain records for the Plan showing deferrals, contributions, payouts, transfers, accruals, administrative costs, loans, and withdrawals during the term of the Agreement. The Contractor will also establish and maintain records of each participant's account under the Plan using randomly generated identification numbers assigned to each employee or retiree by the Contractor as the primary identifier and Social Security numbers as the secondary identifier. In addition, Contractor agrees to maintain the employer identification numbers assigned to each employee or retiree by the City on its system. The Contractor will update the value of participants' accounts daily using the most currently available Net Asset Value. Participant records will include, at a minimum, the contributions, earnings, administrative costs, if any, withdrawals, authorizations, loans, addresses, date of birth, Social Security number, employee identification number, beneficiary, and other related information.

H. The Contractor's records of the Plan will be maintained in accordance with generally accepted accounting principles, Governmental Accounting Standards Board Statements, the Plan Document, the Internal Revenue Code, applicable Treasury regulations, and any City Ordinances, Resolutions, and City Manager's Directives as long as these comport with state and/or federal law. Any City Ordinances, Resolutions, and City Manager's Directives related to the Plan will be provided by City to Contractor. Such records will be maintained in a format mutually agreed upon by the Contractor and the City, and will be readily accessible and reproducible. The Contractor will maintain contingency plans for system backup in the event of a disaster or malfunction.

I. Upon expiration or termination of this Agreement, the Contractor will provide to the City all records kept by the Contractor hereunder and all monies held by the Contractor within a mutually agreed upon timeframe following the termination of Contractor's services. The records and monies will be transmitted to the City or its designee pursuant to written instructions provided by the City. The Contractor will also provide the City with a full written accounting of the status of each participant's account under the Plan.

J. Hardship Withdrawal Requests. The Contractor will apprise any participant who requests a hardship withdrawal from their 401(a) Plan account of the applicable rules and will furnish the participant with the appropriate application form and instructions.

The Contractor will be responsible for the review and processing of hardship withdrawal requests in accordance with applicable Internal Revenue Code provisions, Internal Revenue Service guidance, and applicable Treasury regulations, and hardship withdrawal procedures that have been reviewed and approved by the City or Committee.
3 K. Domestic Relations Orders (DROs). The Contractor will receive domestic relations orders and will determine the qualified status of these orders based on the provisions of the City's 401(a) Plan and any Qualified Domestic Relations Order procedures that have been reviewed and approved by the City. The Contractor will be responsible for processing DROs as delegated by the City based upon information specified by the court in the domestic relations order.

L. Plan Benefit Payments. The Contractor will disburse benefits from assets under the Plan to participants in compliance with the Plan Document and applicable requirements of the Internal Revenue Code, Internal Revenue Service guidance, and applicable Treasury regulations, including appropriate withholding of taxes and reporting of distributions. The Contractor will offer direct deposit services to participants electing periodic payments from their Plan account.

M. Beneficiaries. The Contractor shall maintain and process all participant beneficiary designation and election forms, and process all distributions.

N. Trustee/Custodial Services. The Contractor must provide trustee/custodial services for the Plan, if requested.

O. The Contractor will provide participants with quarterly statements of their accounts. Statements will include, at a minimum, the participant's name; address; account number; the period covered by the statement; the beneficiary of record; and detailed reporting by investment option of beginning balance, transactions during the period, investment earnings or losses during the period, and ending balance.

Statements will be sent to participants no later than fifteen (15) business days after the end of each calendar quarter. The Contractor will make quarterly statements available on the Internet for all participants while allowing participants the ability to opt-in for paper delivery.

P. Notification to Participants with Required Minimum Distributions (RMD). The Contractor must identify participants requiring minimum required distributions and shall mail correspondence and election forms (if appropriate) to such participants and required minimum distributions shall be processed by December 1 of each calendar year. Participants with a self-directed brokerage account must hold a balance in the core 401(a) account sufficient to process the minimum required distribution at the time of distribution in order to be processed by December 1 of each calendar year.

Q. The Contractor will provide participants with written or electronic confirmation of all transfers between investment options, deferral amount changes, and beneficiary changes. Each participant will have the ability to choose the preferred delivery method.

R. The Contractor will use its best efforts to maintain current addresses and contact information for all participants.

S. The Contractor will develop a plan for providing services to employees working non-traditional schedules and/or employees working in remote locations. All such plans will be brought to the Committee for review and approval. 4 T. The Contractor will maintain the security and confidentiality of client information through a system of controls including but not limited to, as appropriate: restricting Plan and participant information only to those who need it to provide services, software and hardware security, access controls, data back-up and storage procedures, nondisclosure agreements, security incident response procedures, and audit reviews.

2. PERSONNEL
A. The Contractor shall provide fifty (50) hours per month of on-site personnel for meetings, seminars, and training. Dates, times, and locations of Contractor personnel, as well as the types of on-site meetings, seminars, and training to be provided by the Contractor, shall be coordinated with and preapproved by the City. The Contractor will provide, subject to City approval, qualified personnel to respond to participants, including enrollment, education, benefit payouts and withdrawals and to answer questions from participants regarding account balances and other records maintained or generated by the Contractor. The duties of the Contractor's personnel will include, but not be limited to, the following: provide information about the City's 401(a) Plan; provide information to participants related to financial planning, including retirement income analysis; and assist participants to properly diversify their portfolios and make prudent and educated investment decisions by providing educational materials or by using other instructional methods. All such personnel will possess any licenses required by any applicable statute or regulation, and shall be responsible for obtaining and maintaining such licenses. The City reserves the right to demand replacement of any representative of the Contractor for the performance of any duty under the Agreement.

B. The Contractor will utilize a proposed compensation structure for its personnel that exclude any bonus or commission that results in a conflict of interest between the Contractor's personnel and the City and Plan participants.

C. The Contractor will not allow any of its personnel engaged in any marketing, educational or administrative activity under the Agreement to receive any salary, fee, bonus, commission, prize, override, or remuneration of any kind for recommending or enrolling a Participant in any investment option or for recommending any products or services that are ancillary to the retirement services provided directly by the Contractor.

D. The Contractor will designate a representative to serve as a central point of contact and responsible party for any contact with the City or the Committee. The representative will be subject to the advance approval by the City.

E. In performing its duties under this Agreement, the Contractor will provide all necessary and appropriate support personnel to enable the Contractor to perform its duties, including but not limited to its own legal counsel, investment management, accounting, administration, marketing, and education. All such personnel will possess any licenses required by any applicable statute or regulation and will be responsible for obtaining and maintaining such licenses. 5 3. PROHIBITED CHARGES
A. If the City terminates the Guaranteed Fund contract and withdraws its assets in a lump sum, a Market Value Adjustment (MVA) may apply. The MVA is the amount that Nationwide Life Insurance Company (NLIC), an affiliate, determines would be the net capital loss, if any, resulting to NLIC if investments were liquidated to satisfy the lump sum withdrawal. The MVA would be calculated using NLIC's current procedures applicable to all contracts of this type and class at the time of withdrawal. If the City withdraws its assets over a 60-month period (5 years) instead of in a lump sum, the MVA will not apply. There are no fees associated with early withdrawal at the participant level. Other than the MVA and Termination Fee, the Contractor will not assess charges of any kind on the transfer of the Plan upon expiration or termination of the Agreement. The Contractor will not for any reason whatsoever assess to or pass through to any participant a "front end load" or similar charge, a "back end load" or similar charge, or any charges for the transfer or withdrawal of any participant asset; any such charges that may be assessed by any investment provider under the Plan will either be waived or will be the sole responsibility of the Contractor. The Contractor will indemnify and hold the City, the Committee and the participants harmless from any such charges.

B. Except for fees specifically identified in Exhibit B — Fee Schedule, the Contractor will not assess charges for participant fund changes or any other costs and restrictions specifically applicable to each funding option offered under the Plan, or for custom participant communications expressly approved by the City. If such charges are to be quoted, they must be in the form of a fixed, not-to-exceed amount.

4. TELEPHONE AND INTERNET SERVICES
A. The Contractor will provide an interactive voice response toll-free telephone system to enable participants to obtain current personal account information as well as general information concerning the Plan. The Contractor's system will accommodate use of randomly generated identification numbers assigned to each employee or retiree by the Contractor as the primary identifier and Social Security numbers as a secondary identifier. The voice response system will allow participants to reach a customer service representative from within the interactive voice response system within 40 seconds on average at least 75% of the time. The system will include services for and must be able to accommodate hearing impaired participants.

The interactive phone system will allow participants to obtain information regarding all Plan investment options. This information will include the participant's account balance for each investment used, and the participant's current deferral amount and allocation. The participant will have the ability to exit the interactive system and connect with a customer service representative during the hours such representatives are available. Excluding maintenance, the interactive system will be available twentyfour hours per day, seven days per week, and will have security features to protect client account confidentiality.

B. The Contractor shall provide a toll-free telephone system for participant inquiries staffed by representatives able to answer inquiries regarding the participant's personal account information. In addition to the information in the foregoing paragraph, participants shall be able to authorize the transfer of assets between investment 6 options offered by the Plan. The Contractor shall record on tape and retain for three years, any transfer instructions given by telephone. The representatives shall be able to accommodate hearing impaired participants. Representatives shall be available during the hours of 8:00 a.m. to 5:00 p.m. local California Time, Monday through Friday, City holidays excluded.

C. The Contractor will provide internet services to enable participants to obtain current personal account information as well as general information concerning the Plan, including forms. The internet system will also allow the participant to transfer assets between investment options, to change investment allocations, and obtain loan balances. The internet site will also contain a learning center that includes a retirement planning feature, retirement library, financial and retirement news, and financial tools and calculators, as the Contractor provides to other clients. The Contractor's website will accommodate use of randomly generated identification numbers assigned to each employee or retiree by the Contractor as the primary identifier and Social Security numbers as a secondary identifier. The internet site will have the ability to process an average of 99.5 percent of online transactions within five seconds or less. Information to be available through the Internet system will include the participant's account balance for each investment and the participant's current deferral amount and allocation. The internet site will be available twenty-four hours per day, seven days per week, except for periods of routine scheduled maintenance.

D. The Contractor will advise all participants of the availability of its telephone and internet services.

E. Contractor agrees to provide customized internet and print materials and services that reflect a "brand" of the City of Santa Clara, as well as specifics of the Plan. The Contractor will work with the City to develop this brand, discuss themes, and coordinate materials.

5. COMMUNICATION MATERIALS, FORMS, AND OTHER

REQUIRED DOCUMENTS
A. All communication materials and forms will be designed, produced and distributed at the Contractor's expense and will be approved in advance by the City.

Communication materials will include such materials and forms necessary for accomplishing education activities related to the City's Plan. The materials will include:
a brochure explaining the Plan and available investment alternatives for new and existing participants; a detailed participant handbook explaining all features and attributes of the Plan, including investment options, the Plan Document; a quarterly participant newsletter for the Plan; a distribution brochure explaining distribution options and applicable tax treatments; benefit applications; hardship withdrawal applications; loan applications and documents; transfer and rollover authorization forms; beneficiary forms; catch-up enrollment forms; qualified domestic relations orders forms (QDRO); and any other forms necessary to administer the provisions of the Plan. All communications, materials, and forms must be easily understood by all participants and will prominently reference the City of Santa Clara.

As mutually agreed upon by the Plan and the Contractor, the Contractor is expected to provide branded or co-branded customization to communication and training materials, forms, website pages, and other Plan-related materials to be specific to the City and the Plan. Additionally, materials, forms, and web pages, etc. should be either co-branded with logos for both the Contractor and the City or just branded for the City. 7 In addition to the above materials, the Contractor is also expected to provide access to Plan information and tools via computer programs designed for mobile devices such as smart phones and tablet computers.

B. The Contractor will prepare and maintain a manual of policies and procedures governing all aspects of the Plan and will provide copies as requested by the City or the Committee. The Contractor will assist the City in the drafting and adoption of any administrative rules necessary for the operation of the Plan.

C. The Contractor will enroll eligible participants in the Plan and process changes in participation using standardized forms prepared by the Contractor and approved in advance of use by the City. Enrollment responsibilities will include educating employees regarding all aspects of the Plan and the effect of participation on their net pay and future retirement income; providing each participant with copies of applicable prospectuses, participant handbooks, and Plan Documents, including brochure(s) explaining the attributes of the Plan; providing properly trained and licensed enrollment representatives; ensuring that all forms and authorizations submitted are complete and on file with the Contractor; monitoring participant elections and contributions to ensure compliance with Internal Revenue Code requirements; transmitting deferral data to the City; and providing notice to participants authorized to make catch-up contributions.

D. The Contractor will provide tools, both online and in hard copy format, to participants to assist them in making prudent and educated investment choices for their portfolios. These tools will be able to measure risk, maintain proper diversification, and assist the participant in determining future financial goals. Further, the Contractor's personnel will be able to assist participants to properly diversify their portfolios and make well informed investment decisions by providing educational materials or by using other instructional methods.

E. The Contractor will coordinate with the City's Human Resources Department to provide information, on an annual basis, to participants within ten years of retirement regarding "catch-up" provisions in the Plan, as well as Plan options and requirements relating to retirement.

6. COMMUNICATION AND EDUCATION PLAN
A. The Contractor will draft and present an annual Communication and Education Plan for consideration and approval by the Committee and/or the City. The Communication and Education Plan will fully describe enrollment, participation, and communication goals for City of Santa Clara employees that relate to the City's Plan and how the goals are intended to be met or exceeded. The Communication and Education Plan will be revised as necessary to address any failures to meet goals. The Contractor may be required to provide updates quarterly or as determined necessary by the Committee and the City.

B. The Communication and Education Plan will detail the Contractor's conduct of educational programs/communication informing employees regarding all aspects of the Plan and the effect of participation in the Plan on their net pay and future retirement income. The Contractor will also detail conduct of educational programs and communications to retirees regarding their services related to all aspects of retirees' Plan accounts. As part of the Communication and Education Plan the Contractor will provide information on the City's defined benefit retirement plan and social security to ensure that employees understand how these plans complement each other. These educational programs should focus solely on the City's 457(b) Plan and 401(a) Plan and are not to be used for solicitation for other vendor products or services. 8 7. INVESTMENT OPTIONS
A. The Contractor shall provide a variety of investment options that satisfy the Plan's Investment Policy Statement requirements. Investment options with any front-end or back- end loads or other similar fees, charges or penalties will not be considered. The investment options offered to the Plan will be selected by the Committee in consultation with its investment consultant, if any.

B. The Contractor will record-keep transactions associated with Self-Directed Brokerage Option (SDBO) accounts including establishment of SDBO accounts, facilitation of transfer of funds from participant's core accounts to SDBO accounts, and coordination of reporting related to quantity and asset allocation of SDBO accounts. Certain detailed reporting may be provided by the Contractor's SDBO provider.

C. The Contractor agrees to assist the City and its investment consultant, if any, in negotiating contracts with prospective investment providers, if required. The specifications and any proposed contracts are subject to the prior approval of the City or Committee to the extent any conditions of the proposed contracts are negotiable and to the extent any changes to the proposed contract specifications can be accommodated by Contractor's internal systems.

D. The Contractor will, at all times, represent with impartiality the available investment options offered under the Plan. Contractor shall ensure that investment information provided to participants, either orally through Contractor's personnel or through Contractor's communication materials, will be presented in a fair and equal manner, allowing participants to make individual choices based on their specific investment needs or desires. Contractor's personnel will not engage in preferential solicitation. The Contractor shall monitor its compliance with these provisions at reasonable intervals, and will report to the Committee the results of its monitoring efforts.

8. REPORTS
The Contractor will meet with the City quarterly and provide a written and verbal quarterly report on the performance of current investment options relative to their appropriate benchmarks and peer groups. In addition, at a minimum, the Contractor will provide the following reports to the Committee and additional reports as agreed to by the Contractor and the Committee from time to time. All reports will be submitted in a format approved by the Committee and the City.

A. The Contractor will provide the Committee and its consultant, if any, with quarterly financial statements, by investment, detailing: beginning balance; receipts (specifying deferrals, internal transfers received, and investment earnings or losses); loans; and distributions (specifying death benefit withdrawals, hardship withdrawals, internal transfers out, external transfers out, and administrative fees). The report shall also show aggregate participant asset allocation by asset class and across demographic criteria such as age or compensation. Contractor shall assist the Plan in identifying under-performing investment options and develop and review a list of appropriate alternatives for the Committee to review and approve, if appropriate.

B. Quarterly participation reports by Plan showing the number of participants actively deferring funds, number of participants receiving periodic distributions through the Contractor, number of inactive participants, and total participant accounts maintained by the Contractor.
9 C. Quarterly distribution reports showing the number of participants making a future election, and number of participants and beneficiaries initiating distributions during the quarter, by type (lump sum, periodic, etc.), and by reason (termination of employment, retirement, hardship, death, etc.). The reports should also show the volume of rollovers to the Contractor's proprietary IRA or annuity products, if any.

D. Quarterly marketing report identifying participant activity, including enrollments, increased and decreased deferrals, and describing marketing activity for the period.

E. Quarterly detailed revenue sharing accounting by fund and in aggregate for the Plan, if applicable. Contractor shall also provide an annual review of expense ratios and revenue sharing rates for funds within the Plan to ensure that they are within a reasonable range as compared to other funds of the same asset class.

F. Such reports as may be necessary to accomplish the Contractor's duties regarding participant communication related to the catch-up provision under the Plan, as well as Plan options and requirements related to retirement.

G. Each report will be submitted to City staff for review within thirty business days after the end of the quarter and submitted to the Committee a minimum of five business days in advance of its quarterly meeting following the end of the required reporting period.

9. COMMITTEE ASSISTANCE
A. The Contractor agrees to inform the Committee of any changes in state law or federal laws, rules, and regulations that may affect the validity, desirability, feasibility or the administration services provided to the Plan, and to provide recommendations for consideration by the City and its representatives from the City Attorney's Office.

B. The City will provide Contractor with a Plan Document that has been designed to comply with the requirements of Section 401(a) of the Internal Revenue Code and shall be responsible for preparing, adopting, and executing all amendments required to keep the Plan Document in compliance with the Internal Revenue Code as the result of applicable revisions to federal law. City acknowledges that the accuracy and completeness of the information and representations in the Plan Document are the sole responsibility of the City and that the Contractor is not required to review previous Plan Documents and will express no opinion as to the Plan Document's compliance with applicable laws and regulations. The City agrees to provide Contractor with executed copies of the Plan Document, any amendments to the Plan Document, and any other related Plan documentation requested by Contractor and required for the Contractor to provide the Services under this Agreement.

10. PLAN ADMINISTRATION EXPENSES
A. The Contractor agrees that its fees are to be collected from participants as set forth in Exhibit B of this Agreement, and will be the entire compensation due the Contractor for the Services and all the Contractor's duties and obligations under the Agreement, regardless of the difficulty, hours worked, or material or equipment provided. The fees set forth in the Agreement include, but are not limited to, all applicable taxes, overhead, profits and all other direct and indirect costs incurred or to be incurred by the Contractor. The Contractor acknowledges and agrees that it will not be entitled to receive any other compensation or remuneration whatsoever from the City in connection with the Contractor's services rendered. 10 The Contractor will assess and collect a plan administration expenses fee (the "Administration Fee") in a form determined by the City in writing as set forth in Exhibit B of this Agreement. This Plan Administration Fee will provide for miscellaneous Planrelated expenses, including staff expenses to administer the Plan, consultants, and education and training, and will be in addition to the Contractor's fees. Written direction to the Contractor regarding the assessment of the Administration Fee shall include the percentage rate, fixed amount, or other form of assessment as well as the assets or participants that such assessment shall be applied against, as applicable.

B. The Contractor may assess an internal asset fee (administrative fee) on such assets of a participant as are placed in an investment product of the Contractor, a related entity to the Contractor, a subsidiary of the Contractor or a parent company of the Contractor.

11. PLAN LOAN PROGRAM
Contractor will administer the Plan's participant loan program in accordance with established, written Plan Loan Procedures that have been approved by the City or the Committee.

12. COMPLIANCE WITH INTERNAL REVENUE CODE AND TREASURY

GUIDELINES
The Contractor recognizes that the Plan is intended to at all times comply with the requirements of the Internal Revenue Code and Treasury regulations relevant to the administration of 401(a) defined contibution plans and will maintain knowledge of the federal laws and regulations applicable to such plans and will administer the Plan in a manner consistent with the requirements of the Internal Revenue Code, Internal Revenue Service guidance, applicable Treasury regulations, and the Plan Document.

The Contractor will advise the Committee of any compliance issue or concern arising in the course of performing its duties under the Agreement, and will discuss options for any corrective or alternative course of action necessary. The Contractor will prepare, or engage the services of an external service provider to prepare, any documents or forms necessary to obtain approval from appropriate federal and state agencies as may be required to ensure full compliance with the laws and regulations governing the Plan. The Contractor will only ensure Plan compliance with applicable Internal Revenue Code and Treasury Regulations if the Plan adopts the Contractor's plan document.

13. ANNUAL PARTICIPANT SATISFACTION SURVEY
The Contractor will, at its sole expense, conduct an annual participant satisfaction survey. The content of the survey, the methodology used to conduct the survey, the adequacy of the statistical sampling methods, and the number of participants (including retirees) surveyed will be approved in advance by the Committee. The City and Contractor shall establish an annual timeframe for completion of this survey, which can be changed at the discretion of the City and/or the Committee.

14. ANNUAL FINANCIAL AUDIT
The City may request an annual financial audit of the Plan by an independent Certified Public Accountant. Due to potential conflicts of interest, Contractor will not select or contract with a CPA firm to perform plan financial audits. Contractor will co-sign on the engagement letters and initially cover the cost of the audit, with subsequent 11 reimbursement from the City. However, the CPA solicitation, approval and contracting shall be performed by the City.

15. CONTRACT TERMINATION DUTIES
A. The Contractor agrees that all records regarding the Plan will be the property of the City. Upon expiration or termination of the Agreement, the Contractor will provide to the City records kept by the Contractor hereunder and all monies held by the Contractor within a mutually agreed upon timeframe following the termination of Contractor's services. The records and monies will be transmitted to the City or its designee pursuant to reasonable written instructions given by the City. The Contractor will provide to participants a final statement upon the termination of the Agreement, effective the date the Agreement is terminated. The Contractor will also provide the City will a full written accounting of the status of each participant's account under the Plan.

B. Upon termination of this Agreement, the Contractor must fully cooperate with the City in an orderly transfer of administrative responsibilities and records to a new administrator. In the event that the City elects not to renew the Agreement at the end of its term, or otherwise terminates the Agreement for cause or convenience, the Contractor agrees to fully cooperate in the transition of a new administrator.

C. The Contractor must provide all necessary documents and computer files and generally assist the new administrator and the City in learning the content of such documents and files, or provide any additional assistance as will be mutually agreed upon. Once the Contractor has been notified of its termination, all general participant communications must be approved by the City. No unauthorized communications with participants in the Plan will be permitted.

16. PERFORMANCE STANDARDS
The following table contains performance standards that have associated reward or non-performance fees paid to the Plan. Nationwide has committed to a $25,000 transition performance guarantee based on mutually agreeable standards and a maximum of $25,000 annually to performance guarantees for each subsequent year as reflected below for the applicable activities. Violations of performance standards notwithstanding, any performance guarantee payment made to the City is separate from, and will have no bearing or limitation on, any payment due participant(s) related to errors or omissions with respect to or in any way connected with participant accounts and the Services performed by Contractor pursuant to this Agreement. In addition, nothing in this section shall limit the City's rights with respect to any other section of this Agreement. All of the performance standards below are to be applied to both the 457(b) plan and the 401(a) plan of the Plan Sponsor in the aggregate and not separately.
12 Activity Performance Standard
Client Service All telephone calls by the City's participants to the Contractor's Representatives contact center's will be answered within forty (40) seconds on -Average Speed of average at least 75% of the time.

Answer
A report will be generated yearly from the system to document the necessary information regarding the number of telephone calls received and answered.
$15,000 performance guarantee paid to the City if
Contractor fails to meet this standard on an annual basis.

Local Plan All telephone messages and emails received from participants Representatives by local Plan representatives will be responded to within fortyeight (48) hours unless the representative's voice mail/email indicates the timeframe during which he/she will be unavailable and it exceeds that time limit. If so, the representative will respond to the telephone message and/or email within fortyeight (48) hours of his/her return.

Local Plan representatives shall consistently provide detailed voice mail and email automated messages indicating
timeframes that they are out of their office/unavailable to respond to participants.
13 Participant Starting with the first calendar quarter following the contract Statement Mailing commencement, participant statements will be mailed within fifteen (15) Business Days of the end of each calendar quarter, or following receipt of information in good order from third party sources, whichever is later, as the information will include final fund values and performance/ return information from the participating investment providers.

The fifteen (15) Business Day standard begins on the first calendar day of the calendar quarter or the first calendar day after all required information to be included with the
statements has been received, whichever is later, and ends on the date statements are postmarked for mailing.
$5,000 performance guarantee paid to the City per
quarter for each quarter that Contractor fails to meet
this standard (total annual guarantee of $20,000).

Annual Starting in the quarter following the contract
Group commencement, Contractor will design and present an Seminars Annual Business and Education Plan for consideration and approval by the City's Committee. The Business and
Education Plan will include, but is not limited to, the number of group seminars that the Contractor will perform during the year informing employees of the aspects of the Plan.

Subsequent Annual Business and Education Plans will
include a description of the number of annual group
seminars provided the previous year. Subsequent Annual
Business and Education Plans will also include goals related to communication/education geared toward retirees. The
Contractor will perform at least 95% of the annual group seminars approved in the Annual Business and Education
Plan.

Changes in
Investment Elections
100% of all changes in investment elections received by close of the NYSE requested by participants via telephone or the web site shall be processed on the same day when received in good order.
14 Transfers or
Reallocations
100% of all fund transfers (purchases and redemptions)
requested by participants and in good order shall be
executed within the investments at that day's closing NAV or price, provided the request was entered by close of stock exchanges.

Withdrawals Paid All checks for payments shall be mailed no later than the third Business Day following the receipt of completed
paperwork in good order and the posting of the daily
valuation cycle.

Notification to
Participants with
Required
Minimum
Distributions
Participants requiring minimum required distributions shall be identified, mailed correspondence and election forms (if appropriate) and all RMDs shall be processed by December 1 of each calendar year.

Speed in
correcting
transaction errors
Transaction errors shall be rectified within five Business Days, or as soon as administratively feasible, of a
participant's or the City's notification of such error.

Automated Communications
Confirmations
statements
95% of participant confirmation statements shall be
produced and mailed within two Business Days after
transaction. All confirmation statements shall be mailed no later than five Business Days after the transaction.

Distribution of
educational and
fund selection
materials
Educational and fund selection material should be
mailed within two Business Days after request ismade.

Payment
request
material
Payment request forms should be mailed within
two Business Days after request is made.

Quality/Accuracy Measurements
Participant statement
accuracy
99% accuracy on content of quarterly participant statements as mutually agreed upon by the City and Contractor.

Transaction accuracy
(Participant
requested
transactions)
99% accuracy on processing rate measured by dividing
the total number of transactions processed without errors by the total number of transactions processed; errors
defined through audit and as reported.
15 Accuracy of Plan- Contractor will provide Plan-related reports to the City for related reports to review that are, to the best of Contractor's knowledge, the City and the accurate, and suitable for future use with the Committee.

Committee Verbiage changes, client requested format changes during review, non-substantive errors and Plan Sponsor
collaboration will not be considered to be an issue.

The City can request a review on any specific provided
item and have Contractor respond on their findings of
whether the report met the accuracy component. Upon a
mutually agreeable Service Measurement, a penalty
could be assessed if the material is found to be
inaccurate.
$5,000 performance guarantee paid to the City per quarter for each quarterly report for which Contractor fails to meet this standard (total annual guarantee of $20,000).

Maximum of an additional $5,000 performance guarantee
paid to the City on an annual basis for other reports for which Contractor does not meet this standard.

Communication Contractor will provide Plan-related marketing materials materials accuracy (including mailers, articles, educational materials, class/workshop, and related handouts, emails, and any other types of communication produced by Contractorfor
distribution to participants) that are, to the best of Contractor's knowledge, accurate, and suitable for future use with
participants. Mutually agreed upon verbiage changes, client requested format changes during review, non-substantive errors and Plan Sponsor collaboration will not be considered to be an issue.

The City can request a review on any specific provided item and have Contractor respond on their findings of whetherthe report met the accuracy component. Upon a mutually
agreeable Service Measurement, a agreed upon penalty
could be assessed if the material is to be found to be
inaccurate.

Maximum of $20,000 in guarantee funds paid to the City on an annual basis for materials that Contractor produces
which fail to meet this standard.
16 Controls for Manual & Systems Processes & Procedures Distribution upon
request of generic &
participant specific
documents (including
administrative forms,
prospectuses, Plan
Document and/or
brochure, participant
statement copies,
etc.)
95% of the documents made available shall be mailed
within two Business Days of the request; 100% of the
documents to be faxed or emailed shall be faxed or
emailed the day of the request.

Fulfillment
(acceptable error
rates &turnaround
times)
99% accuracy on participant transaction confirmations,
which shall be mailed within two Business Days.

Excess system
capacity
requirements -Web
Average of 25% excess capacity shall be maintained.

Excess system
capacity
requirements -VRU
Average of 25% excess capacity shall be maintained.

Response time for
resolving issue
whenresearch is
required (contact
initiated through
service
representative)
Written complaints will be responded to within five Business Days. Contractor will report unresolved complaints to the City after ten Business Days.

Standard Commitment for System Availability and Recovery Unscheduled
downtime -web
access for
Participant and City
functions
99% availability rate measured by calculating the total number of hours the system is available divided by the total number of hours it was scheduled for availability (availability is measured 24 hours a day excluding scheduled periods of maintenance and system upgrades, with prior notification).

Unscheduled
downtime - VRU
access for
Participantfunctions
99% availability rate measured by calculating the total number of hours the system is available divided by the total number of hours it was scheduled for availability (availability is measured 24 hours a day excluding scheduled periods of maintenance and system upgrades, with prior notification). 17 Scheduled
maintenance - VRU
VRU maintenance and updates shall typically take
place during weekend and night hours. Long outages
due to maintenance are not anticipated. However, if
outages greater than eight hours are required, the City and participants will be provided at least 48 hours
advance notice.

Scheduled
maintenance -
Web
Web maintenance and updates shall typically take place
during weekend and night hours. Long outages due to
maintenance are not anticipated. However, if outages
greater than eight hours are required, the City and
participants will be provided at least 48 hours advance notice.

Availability of record
keeping system
(exclusive of routine
maintenance)
99% availability out of 24 hours per day, 7 days a week; maintenance should not be scheduled for prime time and
should not exceed 6 hours.

System recovery
following disaster
72 hours.
1 AGREEMENT FOR PROFESSIONAL SERVICES

BY AND BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA
AND
NATIONWIDE RETIREMENT SOLUTIONS, INC.

EXHIBIT B

FEE SCHEDULE

1. NATIONWIDE FEES
The Contractor's Services under this Agreement are rendered in connection with the City's selection of certain investment products offered by or through Nationwide (the "Investment Options"). It is anticipated that the revenues paid to Contractor from such investment products, in addition to asset management fees assessed by Contractor, and participant fees, if any, shall constitute the sources of compensation for the Services rendered under this Agreement. Fees are subject to certain performance guarantees as described in Exhibit A - Scope of Services, Section 16. It is anticipated that all Services provided by Contractor under this Agreement shall be provided at no cost to the City. Fees are as follows:

A. In connection with the Services contained in this Agreement, the Contractor shall be paid an annualized compensation requirement (the "Contractor Fee") of 0.02% to be calculated and assessed monthly based on the market value of Total Plan Assets held by Contractor as of the last Business Day of each month. The Contractor Fee will be calculated and assessed as detailed below:

Contractor Fee (0.02%) x Total Plan Assets on Last Business Day of Month x (number of calendar days since the last fee was assessed) / (number of days in the calendar year)
If this Agreement is terminated on a date other than the last Business Day of a month, the final Contractor Fee shall be assessed as of the termination date of the Agreement using the Total Plan Assets as of the Termination Date. Total Plan Assets include all Plan assets held by the Contractor, and include Plan assets in the Self-Directed Brokerage Account, but exclude outstanding Plan participant loan balances.

Adjustments to the Contractor Fee may be made to reflect changes to Services or other requirements as mutually agreed to in writing between the Parties.

2. PLAN ADMINISTRATION EXPENSES
The Contractor will assess and collect a plan administration expenses fee (the "Administration Fee") in a form and amount determined by the City in writing. Unless revised in writing, the Administration Fee shall be calculated and assessed monthly 2 based on the market value of Total Plan Assets held by Contractor as of the last Business Day of each month. The Administration Fee will be calculated and assessed as detailed below:

Administration Fee Percentage x Total Plan Assets on Last Business Day of Month x (number of calendar days since the last fee was assessed) / (number of days in the calendar year)
If this Agreement is terminated on a date other than the last Business Day of a month, the final Administration Fee shall be assessed as of the termination date of the Agreement using the Total Plan Assets as of the Termination Date. Total Plan Assets include all Plan assets held by the Contractor and include Plan assets in the SelfDirected Brokerage Account, but exclude outstanding Plan participant loan balances.

The City directs Contractor to establish and maintain a separate account (the "Plan Expense Account") to which the Administration Fee will be credited. Unless agreed to in writing by both Parties, the Administration Fee shall be credited to the Plan Expense Account on a monthly basis and all amounts in the Plan Expense Account, including all investment earnings, shall be sent to the City within thirty Business Days following the end of each March, June, September, and December. The City will select a single investment vehicle to be used for the Plan Expense Account, which cannot be an investment vehicle included in the participant investment option line-up.

The account balance, account transactions and investment experience of the Plan Expense Account will be reported to the City no later than thirty Business Days after the end of each March, June, September, and December.

The City may direct the Contractor in writing to allocate any balance in the Plan Expense Account to participant accounts on a pro-rata basis based on their total average account balance to be mutually determined and agreed to by the Parties.

Payments to the City shall be made by the Contractor to the following address unless other payment instructions are received by Contractor in writing from the City:

City of Santa Clara
Attn: Finance Department
1500 Warburton Avenue
Santa Clara, CA 95050

3. ADMINISTRATIVE EXPENSE TARGET SHORTFALL
If the revenue received is insufficient to meet City expenses under Section 2 above, the City may implement changes that would be expected to generate revenues commensurate with target amounts.
3 4. PARTICIPANT- LEVEL SERVICE FEES
Contractor shall be permitted to charge participants fees related to the following services or options available to participants.

A. Loan Fees. Contractor shall be permitted to charge the following fees to participants who elect to take a loan from the City's Plan:

1. Annual Loan Maintenance Fee: $50.00
B. Self-Directed Brokerage Option ("SDBO"). Contractor shall be permitted to charge the following fees to participants who elect to participate in the SDBO available under the City's Plan:

1. Annual SDBO Maintenance Fee: $50.00
C. Additional Services. If the City requests additional services pursuant to Exhibit A — SCOPE OF SERVICES, of this Agreement, Contractor shall be compensated for such additional services as mutually agreed upon in writing by the Parties.

5. REPORTING
An analysis of revenue generated and fees paid shall be reported to the City by the Contractor each quarter.
4 [PAGE INTENTIONALLY LEFT BLANK]
1 AGREEMENT FOR PROFESSIONAL SERVICES

BY AND BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA
AND
NATIONWIDE RETIREMENT SOLUTIONS, INC.

EXHIBIT C

INSURANCE REQUIREMENTS
Without limiting the Contractor's indemnification of the City, and prior to commencing any of the Services required under this Agreement, the Contractor shall provide and maintain in full force and effect during the period of performance of the Agreement and for twenty-four (24) months following acceptance by the City, at its sole cost and expense, the following insurance policies from insurance companies authorized to do business in the State of California. These policies shall be primary insurance as to the City of Santa Clara so that any other coverage held by the City shall not contribute to any loss under Contractor's insurance. The minimum coverages, provisions and endorsements are as follows:

COMMERCIAL GENERAL LIABILITY INSURANCE
A. Commercial General Liability Insurance policy which provides coverage at least as broad as Insurance Services Office form CG 00 01. Policy limits are subject to review, but shall in no event be less than, the following:
$1,000,000 Each Occurrence
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations Aggregate
$1,000,000 Personal Injury
B. Exact structure and layering of the coverage shall be left to the discretion of Contractor; however, any excess or umbrella policies used to meet the required limits shall be at least as broad as the underlying coverage and shall otherwise follow form.

C. The following provisions shall apply to the Commercial Liability policy as well as any umbrella policy maintained by the Contractor to comply with the insurance requirements of this Agreement:

Coverage shall be on a "pay on behalf" basis with defense costs payable in addition to policy limits;
There shall be no cross liability exclusion which precludes coverage for claims or suits by one insured against another; and
Coverage shall apply separately to each insured against whom a claim is made or a suit is brought, except with respect to the limits of liability. 2 BUSINESS AUTOMOBILE LIABILITY INSURANCE
Business automobile liability insurance policy which provides coverage at least as broad as ISO form CA 00 01 with policy limits a minimum limit of not less than one million dollars ($1,000,000) each accident using, or providing coverage at least as broad as, Insurance Services Office form CA 00 01. Liability coverage shall apply to all owned (if any), non-owned, and hired autos.

In the event that the Work being performed under this Agreement involves transporting of hazardous or regulated substances, hazardous or regulated wastes, and/or hazardous or regulated materials, Contractor and/or its subcontractors involved in such activities shall provide coverage with a limit of one million dollars ($1,000,000) per accident covering transportation of such materials by the addition to the Business Auto Coverage Policy of Environmental Impairment Endorsement MCS90 or Insurance Services Office endorsement form CA 99 48, which amends the pollution exclusion in the standard Business Automobile Policy to cover pollutants that are in or upon, being transported, or towed by, being loaded onto, or being unloaded from a covered auto.

WORKERS' COMPENSATION
D. Workers' Compensation Insurance Policy as required by statute and employer's liability with limits of at least one million dollars ($1,000,000) policy limit Bodily Injury by disease, one million dollars ($1,000,000) each accident/Bodily Injury and one million dollars ($1,000,000) each employee Bodily Injury by disease.

E. The indemnification and hold harmless obligations of Contractor included in this Agreement shall not be limited in any way by any limitation on the amount or type of damage, compensation or benefit payable by or for Contractor or any subcontractor under any Workers' Compensation Act(s), Disability Benefits Act(s), or other employee benefits act(s).

F. This policy must include a Waiver of Subrogation in favor of the City of Santa Clara, its City Council, commissions, officers, employees, volunteers, and agents.

PROFESSIONAL LIABILITY
Professional Liability or Errors and Omissions Insurance as appropriate shall be written on a policy form coverage specifically designed to protect against negligent acts, errors, or omissions of the Contractor. Covered services as designated in the policy must specifically include work performed under this agreement. Coverage shall be in an amount of not less than one million dollars ($1,000,000) per claim or two million dollars ($2,000,000) aggregate. Any coverage containing a deductible or self-retention must first be approved in writing by the City Attorney's Office.
3 COMPLIANCE WITH REQUIREMENTS
All of the following clauses and/or endorsements, or similar provisions, must be part of each commercial general liability policy, and each umbrella or excess policy.

G. Additional Insureds. City of Santa Clara, its City Council, commissions, officers, employees, volunteers, and agents are hereby added as additional insureds in respect to liability arising out of Contractor's work for City, using Insurance Services Office (ISO) Endorsement CG 20 10 11 85, or the combination of CG 20 10 03 97 and CG 20 37 10 01, or its equivalent.

H. Primary and non-contributing. Each insurance policy provided by Contractor shall contain language or be endorsed to contain wording making it primary insurance as respects to, and not requiring contribution from, any other insurance which the indemnities may possess, including any self-insurance or self-insured retention they may have. Any other insurance indemnities may possess shall be considered excess insurance only and shall not be called upon to contribute with Contractor's insurance.

I. Cancellation.

Each insurance policy shall contain language or be endorsed to reflect that no cancellation or modification of the coverage provided due to non-payment of premiums shall be effective until written notice has been given to City at least ten (10) calendar days prior to the effective date of such modification or cancellation. In the event of non-renewal, written notice shall be given at least ten (10) calendar days prior to the effective date of non-renewal.

Each insurance policy shall contain language or be endorsed to reflect that no cancellation or modification of the coverage provided for any cause save and except non-payment of premiums shall be effective until written notice has been given to City at least thirty (30) calendar days prior to the effective date of such modification or cancellation. In the event of non-renewal, written notice shall be given at least thirty (30) calendar days prior to the effective date of non-renewal.

J. Other Endorsements. Other endorsements may be required for policies other than the commercial general liability policy if specified in the description of required insurance set forth in Sections A through E of this Exhibit C, above. 4 ADDITIONAL INSURANCE RELATED PROVISIONS
Contractor and City agree as follows:

K. Contractor agrees to ensure that subcontractors, and any other party involved with the Services, who is brought onto or involved in the performance of the Services by Contractor, provide the same minimum insurance coverage required of Contractor, except as with respect to limits. Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this Agreement. Contractor agrees that upon request by City, all agreements with, and insurance compliance documents provided by, such subcontractors and others engaged in the project will be submitted to City for review.

L. Contractor agrees to be responsible for ensuring that no contract used by any party involved in any way with the project reserves the right to charge City or Contractor for the cost of additional insurance coverage required by this Agreement. Any such provisions are to be deleted with reference to City. It is not the intent of City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against City for payment of premiums or other amounts with respect thereto.

M. The City reserves the right to withhold payments from the Contractor in the event of material noncompliance with the insurance requirements set forth in this Agreement.

EVIDENCE OF COVERAGE
Prior to commencement of any Services under this Agreement, Contractor, and each and every subcontractor (of every tier) shall, at its sole cost and expense, provide and maintain not less than the minimum insurance coverage with the endorsements and deductibles indicated in this Agreement. Such insurance coverage shall be maintained with insurers, and under forms of policies, satisfactory to City and as described in this Agreement. Contractor shall file with the City all certificates and endorsements for the required insurance policies for City's approval as to adequacy of the insurance protection.

EVIDENCE OF COMPLIANCE
Contractor or its insurance broker shall provide the required proof of insurance compliance, consisting of Insurance Services Office (ISO) endorsement forms or their equivalent and the ACORD form 25-S certificate of insurance (or its equivalent), evidencing all required coverage shall be delivered to City, or its representative as set forth below, at or prior to execution of this Agreement. Upon City's request, Contractor shall submit to City copies of the actual insurance policies or renewals or replacements. Unless otherwise required by the terms of this Agreement, all certificates, endorsements, coverage verifications 5 and other items required to be delivered to City pursuant to this Agreement shall be mailed to:

EBIX Inc.

City of Santa Clara Finance Department
P.O. Box 100085 - S2 or 1 Ebix Way
Duluth, GA 30096 John's Creek, GA 30097
Telephone number: 951-766-2280
Fax number: 770-325-0409
Email address: [email protected]

QUALIFYING INSURERS
All of the insurance companies providing insurance for Contractor shall have, and provide written proof of, an A. M. Best rating of at least A minus 6 (A- VI) or shall be an insurance company of equal financial stability that is approved by the City or its insurance compliance representatives. 6 [PAGE INTENTIONALLY LEFT BLANK]
1 AGREEMENT FOR PROFESSIONAL SERVICES

BY AND BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA
AND
NATIONWIDE RETIREMENT SOLUTIONS, INC.

EXHIBIT D

ETHICAL STANDARDS FOR CONTRACTORS SEEKING TO ENTER INTO AN

AGREEMENT WITH THE CITY OF SANTA CLARA, CALIFORNIA
Termination of Agreement for Certain Acts.

A. The City may, at its sole discretion, terminate this Agreement in the event any one or more of the following occurs:

1. If a Contractorl
does any of the following:
a. Is convicted of operating a business in violation of any Federal, State or local law or regulation;
b. Is convicted2 of a crime punishable as a felony
involving dishonesty3;
c. Is convicted of an offense involving dishonesty or is convicted of fraud or a criminal offense in connection with: (1) obtaining; (2) attempting to obtain; or, (3) performing a public contract or subcontract;
d. Is convicted of any offense which indicates a lack of business integrity or business honesty which seriously and directly affects the present responsibility of a City contractor or subcontractor; and/or,
For purposes of this Agreement, the word "Consultant" (whether a person or a legal entity) also refers to "Contractor" and means any of the following: an owner or co-owner of a sole proprietorship; a person who controls or who has the power to control a business entity; a general partner of a partnership; a principal in a joint venture; or a primary corporate stockholder [i.e., a person who owns more than ten percent (10%) of the outstanding stock of a corporation] and who is active in the day to day operations of that corporation. 2 For purposes of this Agreement, the words "convicted" or "conviction" mean a judgment or conviction of a criminal offense by any court of competent jurisdiction, whether entered upon a verdict or a plea, and includes a conviction entered upon a plea of nolo contendere within the past five (5) years. 3 As used herein, "dishonesty" includes, but is not limited to, embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, failure to pay tax obligations, receiving stolen property, collusion or conspiracy.
2 e. Made (or makes) any false statement(s) or representation(s) with respect to this Agreement.

2. If fraudulent, criminal or other seriously improper conduct of any officer, director, shareholder, partner, employee, or other individual associated with the Contractor can be imputed to the Contractor when the conduct occurred in connection with the individual's performance of duties for or on behalf of the Contractor, with the Contractor's knowledge, approval or acquiescence, the Contractor's acceptance of the benefits derived from the conduct shall be evidence of such knowledge, approval or acquiescence.

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