Agenda packet — Visalia City Council, April 6, 2026 (part 1 of 6)

Visalia City Council
Meeting Agenda - Final
Mayor Brett Taylor
Vice Mayor Liz Wynn
Council Member Steve Nelsen
Council Member Emmanuel Hernandez Soto
Council Member Brian Poochigian
Visalia City Council
707 W. Acequia
Visalia, CA 93291
Monday, April 6, 2026 7:00 PM City Council Chambers

ROLL CALL
CALL TO ORDER WORK SESSION - 5:00 PM (Unless otherwise noted)

PUBLIC COMMENTS
Citizens are now invited to comment on issues within the jurisdiction of the Visalia City Council and items listed on the Closed Session agenda. The Council asks that you keep your comments concise and positive. Creative criticism, presented with appropriate courtesy, is welcome. Each speaker will be allowed three minutes, and a timer will notify you when your time is expired. Please begin your comments by stating and spelling your name and providing your city of residence.

WORK SESSION AND ACTION ITEMS (as described)

1. Review Capital Improvement Programs - Continue review of select fiscal year 2026/27 and 2027/28 Capital Improvement Program Budgets and future capital projects. Funds to be reviewed are General Fund Vehicle & Equipment Replacement, Measure T Police Vehicle Replacement, Measure T Fire Vehicle Replacement, Measure N Vehicle Replacement, Fleet
Maintenance, Information Services, Risk, and Building Safety. 25-0542

2. Presentation of solid waste electric truck pilot - Presentation of staff recommended solid waste electric truck pilot and comparative analysis.
25-0750
ADJOURN TO CLOSED SESSION - 6:00 PM (Or, immediately following Work Session)
CALL TO ORDER REGULAR SESSION - 7:00 PM

PLEDGE OF ALLEGIANCE
INVOCATION LED BY REV. WARD, ST. PAUL'S EPISCOPAL CHURCH

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1 Visalia City Council Meeting Agenda - Final April 6, 2026 SPECIAL PRESENTATION / RECOGNITION - Odyssey of the Mind State Champion Recognition

PUBLIC COMMENTS
This is the time for general public comment on issues within the jurisdiction of the Visalia City Council. Each speaker tonight may speak for up to 3 minutes during this general comment period on a matter that is not on this agenda.

The public may also make one comment for up to 3 minutes prior to the consideration of the Consent Calendar, and immediately before any regular agenda item is heard. The Council asks that you keep you comments concise and positive. Creative criticism, presented with appropriate courtesy, is welcome.

Each speaker will be allowed three minutes and a timer will notify you when your time is expired. Please begin your comments by stating and spelling your name and providing your city of residence.

ITEMS OF INTEREST

CONSENT CALENDAR
Consent Calendar items are considered routine and will be enacted in one motion.

This is the time for members of the public to provide public comment on an item on the Consent Calendar. Comments will not be taken individually by the public if an item is pulled by a Council Member. Each speaker is allowed up to 3 minutes, and a timer will notify you when your time is expired. Please begin your comments by stating and spelling you name and providing your city of residence.

1. Authorization to read ordinances by title only. 25-0703

2. Award a contract for the supply of ferric chloride - Authorize the City Manager to award a contract to California Water Technologies for the supply and delivery of ferric chloride to the Visalia Water Reclamation Facility for a one-year term, with four annual renewal options, with an annual not-to-exceed amount of $167,000 for a total contract limit of $835,000.
25-0677

3. Authorization to purchase four police services canines from Gold Coast K9 Services - Authorize a sole source purchase to replace four (4) police services canines from Gold Coast K9 Services in Ventura, CA, and purchase the required supplies and training for a total project cost of $87,400. Appropriate an additional $10,300 in Asset Forfeiture Funds.
25-0678

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2 Visalia City Council Meeting Agenda - Final April 6, 2026

4. Developer Reimbursement Agreement - Authorize the City Manager to execute the reimbursement agreement associated with Pearl Woods - Phase 1 Subdivision located at southwest corner of Cherry Avenue and McAuliff Street.
25-0685

5. Joint letter of support for Naval Air Station Lemoore - Authorize the Mayor to sign a regional joint letter of support for Naval Air Station Lemoore in the proposed action by the U.S. Navy to transition existing FA-18E/F squadrons to F-35C Lightning II Joint Strike Fighter squadrons and home basing new F-35C aircraft at the Navy’s master jet base over an approximate 10-year period. 25-0688

6. Letter of opposition to Assembly Bill 1383 (McKinnor) - Approve a letter of opposition to Assembly Bill 1383 (McKinnor) as amended January 22, 2026, which makes several significant changes to public employees’ retirement benefits and would lead to increased pension liability for public agencies.
25-0694

7. Award Design Contract- Authorize the City Manager to award a professional design services contract to Peters Engineering for the Mill Creek Parkway traffic signal and improvements project, from Lovers Lane to McAuliff Street in the amount of $260,200. 25-0713

8. Award Design Contract - Authorize the City Manager to award a professional design services contract to Provost & Pritchard for the Beyond Bike Lanes - Elevating Santa Fe project in the amount of $821,769.
25-0715

9. Approval of a citywide equipment rental contract - Approve a citywide contract with United Rentals for equipment rental utilizing Sourcewell Contract No. 040924-URI with an annual not-to-exceed amount of $205,000, for an initial term through June 11, 2028, which may be extended for up to three additional one-year terms, to align with the terms of the Sourcewell contract, with a maximum contract amount of $1,025,000 over the life of the contract, including any extensions; however, actual contract duration and expenditures shall not exceed the City’s five-year contracting limit, and any extension beyond that limit would require separate approval.
25-0729

10. Award construction contract and accept California Department of Water Resources funding - Authorize the City Manager to award the construction contract for the Peoples Basin Project to Yanez Construction, Inc. in the amount of $2,020,025.00; transfer $170,000 within the Storm Sewer Deficiency Fund out of the Flood Layoff Feasibility Study project to the Peoples Basin Project, and accept and appropriate an additional $730,000 grant funding from the State of California Department of Water Resources.
25-0730

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3 Visalia City Council Meeting Agenda - Final April 6, 2026

11. Approve revised resolution - Consider approval of revised Resolution No. 2026-08, per City Council adoption at the March 16, 2026 public hearing to uphold the appeal and overturn the Visalia Planning Commission's adoption of Condition of Approval No. 3, for Conditional Use Permit No. 2025-32.
25-0736

12. Award a construction contract for the fiscal year 2025-26 Cape Seal Project - Authorize the City Manager to award a contract to VSS International in the amount $1,573,325 for the construction of the fiscal year 2025-26 cape seal project.
25-0737

13. Authorize the purchase of three (3) Skydio unmanned aerial systems (UAS) - Request authorization to award a purchase contract with Axon Enterprise located in Scottsdale, Arizona for two (2) Skydio X10 UAS and one (1) R10 Indoor UAS in the amount of $53,600 under a Sourcewell cooperative procurement agreement under contract #101223 and appropriate $18,470 from the General Fund.
25-0738

14. Purchase of Altec bucket truck and appropriation of fundsAuthorize the City Manager to award the purchase of an Altec bucket truck from Altec Industries in the amount of $249,353.13 and appropriate funds from the Vehicle Replacement Fund. 25-0739

15. Award a contract to Ray Gaskin Service for parts and serviceAuthorize the City Manager to award an annual contract to Ray Gaskin Service for service, repair, and parts for New Way refuse truck bodies. The contract shall not exceed $150,000 annually, totaling $750,000 over the term of the contract, with an option to renew annually for up to (4) additional one-year terms. 25-0741

16. Authorization for payment to Ray Gaskin Service- Authorize the payment of Ray Gaskin invoices for parts for refuse truck bodies in the amount of $113,413.93.
25-0745

17. Approve purchase of solid waste pilot electric truck - Approve the purchase of one 2025 model year solid waste electric residential side loader demonstrator truck from Haaker, Inc. through the Sourcewell Cooperative in the amount of $876,368.58 and appropriate $876,368.58 from the Solid Waste Enterprise Fund.
25-0751

REGULAR ITEMS AND PUBLIC HEARINGS
Comments related to regular Items and Public Hearing Items are limited to three minutes per speaker, for a maximum of 30 minutes per item. The Mayor may reasonably limit or extend the public comment period to preserve the Council's interest in conducting efficient, orderly meetings.

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4 Visalia City Council Meeting Agenda - Final April 6, 2026

1. Public Hearing to consider land use changes - land use changes to the properties owned by the Tulare County Office of Education and located at 11720 and 11836 Ave 264 and 6200 South Mooney Boulevard (APNs: 122-470-003, 122-480-004, 122-480-008, and 122-480-018):

1. Adoption of Initial Study / Mitigated Negative Declaration prepare by Tulare County Office of Education consistent with the California Environmental Quality Act (Resolution No. 2026-21).

2. General Plan Amendment No. 2025-05: A request by Tulare County Office of Education (TCOE) to expand the Urban
Development Boundary for 24.32 acres east of their current administrative offices located at 6200 South Mooney
Boulevard and to change the land use designations on APN:
122-480-004 from Commercial Mixed Use to
Public/Institutional and APNs: 122-470-003, 122-480-008 and -018 from Agriculture to Public/Institutional (Resolution No. 2026-19).

3. Introduction and First Reading of Ordinance No. 2026-01 for Prezone and Change of Zone No. 2025-06: A request by
TCOE to change the zoning designation on APN: 122-480-
004 from C-MU (Mixed-Use Commercial) to QP
(Quasi-Public) and to prezone APNs: 122-470-003, 122-480 -008 and -018 to QP (Quasi-Public) (Ordinance No. 2026- 01, required).

4. Initiation of Proceedings for Annexation No. 2025-03: A request by TCOE to initiate annexation of APNs: 122-470- 003, 122-480-008, and 122-480-018 into the city limits of Visalia (Resolution No. 2026-20).
25-0723

2. Public Hearing to review draft 2026 Annual Action Plan and 2025 Annual Action Plan Amendment - Conduct the first public hearing to review and comment on the proposed use of U.S.

Department of Housing and Urban Development Community
Development Block Grant (CDBG) and HOME Investment
Partnership Program for the Program Year (PY) 2026 Annual Action Plan and PY 2025 CDBG Annual Action Plan Amendment. 25-0724

CLOSED SESSION REPORT

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5 Visalia City Council Meeting Agenda - Final April 6, 2026

1. For the purposes of reporting out, for the record, transactions that occurred as a result of Closed Session Real Property Negotiations:

Buyer: City of Visalia
Seller: Ricardo H. Hinojosa and Dulce M. Lopez, husband and wife, as joint tenants
APN: 100-630-001 (previously 126-670-001) (portion)
Purpose: Caldwell Widening Project - Santa Fe to Lovers Lane Brief Description: Caldwell Improvement Project Santa Fe to Lovers Lane
Price: $5,500.00
Closing Date: 3/24/2026
Closed Session Council Date: 6/5/2023
Project Manager: Eric Bons
25-0740

ADJOURNMENT

UPCOMING CITY COUNCIL MEETINGS

1. Upcoming City Council Meetings
Monday, April 20, 2026 @ 7:00 p.m. at 707 W. Acequia
Monday, May 4, 2026 @ 7:00 p.m. at 707 W. Acequia
Note: Meeting dates and times are subject to change, check posted agenda for correct details. In compliance with the American Disabilities Act, if you need special assistance to participate in meetings contact 713-4512.

Written materials relating to an item on this agenda submitted to the Council after distribution of the agenda are available for public inspection in the Office of the City Clerk, 220 N. Santa Fe Street, Visalia CA 93292, during normal business hours.
25-0702

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6 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0542 Agenda Date: 4/6/2026 Agenda #: 1.

Agenda Item Wording:

Review Capital Improvement Programs - Continue review of select fiscal year 2026/27 and 2027/28 Capital Improvement Program Budgets and future capital projects. Funds to be reviewed are General Fund Vehicle & Equipment Replacement, Measure T Police Vehicle Replacement, Measure T Fire Vehicle Replacement, Measure N Vehicle Replacement, Fleet Maintenance, Information Services, Risk, and Building Safety.

Prepared by:

Nichol Ritchie, Finance Manager, [email protected], (559) 713-4379; Renee Nagel, Finance and Technology Director, [email protected], (559) 713-4375.

Department Recommendation: It is recommended that the City Council receive this fourth Capital Improvement Program (CIP) presentation, provide direction as appropriate, and continue the review of the proposed CIP budget for inclusion in FY 2026/27 and FY 2027/28 budget. No formal action is required at this time.

Summary:

The Capital Improvement Program (CIP) represents a comprehensive six-year plan for capital projects and equipment. The first two fiscal years (FY 2026/27 and FY 2027/28) are proposed for appropriation, while the subsequent four years are included for long-range planning purposes to provide transparency regarding anticipated infrastructure needs, funding capacity, and future project timing.

Only the first two years of the CIP will be appropriated in the proposed two-year budget and therefore warrant the greatest level of review.

This CIP includes proposed capital projects that replace general government and public safety vehicles, equipment, technology, and Internal Services Funds capital projects. In addition, this review will revisit the Building Safety Fund which was reviewed in February.

Background Discussion:

Capital Review Process:

This item represents Council’s continued review of the City’s proposed Capital Improvement Plan for Fiscal Years 2026/27 and 2027/28. The CIP is being presented in a series of meetings from February through April 2026 to allow for detailed review and discussion of each funding category and proposed projects.

The two fiscal years (2026/27 and 2027/28) are proposed for adoption and appropriation. Four additional years are shown for planning purposes only to assist the City Council in evaluating longterm infrastructure needs, funding sustainability, and the potential impacts of future development and Visalia City Council Page 1 of 9 Printed on 3/30/2026
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regulatory requirements. Amounts shown in the outer years are not appropriated within the two-year budget and are subject to change based on funding availability, grant awards, development activity, and updated master plans.

Staff have prepared a detailed presentation summarizing proposed capital projects within each fund category. The presentation is intended to highlight key projects, funding sources, and priorities, while providing sufficient detail to support Council discussion and direction. CIP project managers will be available during the presentation to provide technical information, respond to Council questions, and clarify project scope, funding sources, and implementation timelines.

Staff Recommendation Support:

To assist Council in its review, staff recommends the following:
· Staff will present a summary of proposed project appropriations by fund. · It is recommended that Council review the proposed capital projects included within the identified funds and provide direction to staff by either tentatively concurring with the proposed appropriations or requesting revisions, prioritization adjustments, or additional information on specific projects.
· No formal action is required this evening. At Council’s direction, staff will incorporate any requested changes and return with updated information, if needed, at subsequent CIP review meetings.
· Upon completion of the review process, a finalized Capital Improvement Plan document will be prepared and included with the City’s Operating Budget for formal adoption in June 2026.

The Capital Improvement Plan includes capital projects and equipment purchases of $10,000 or more. Capital projects are budgeted separately from the operating budget using separate capital funds. This separation provides greater transparency into long-term infrastructure investments and ensures that one-time capital costs do not distort ongoing operating expenditure or service-level analysis.

Funds For Review
The funds included in this section represent a mix of vehicle and equipment replacement funds and internal service funds that support City operations, public safety, technology, risk management, and development-related services.

The first four funds to be reviewed are vehicle and equipment replacement funds. These funds are General Fund Vehicle & Equipment Replacement (502), Measure T Police Vehicle Replacement (503), Measure T Fire Vehicle Replacement (504), and Measure N Vehicle Replacement (505).

These funds support the replacement of vehicles and equipment necessary to maintain reliable City operations.

The remaining funds are internal service funds which are Fleet Maintenance (501), Information Services (511), and Risk (551). These funds operate on a cost reimbursement basis where costs are allocated to departments benefiting from the services provided.

The Building Safety Fund (401) was presented to Council on Feb 17th and is being revisited due to Visalia City Council Page 2 of 9 Printed on 3/30/2026
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the addition of one new project.

The Funds to be discussed in today's meeting are listed in Table 1: Capital Budget Funds for Review April 6, 2026. The table outlines each fund and the total recommended capital appropriation for each budget year.

Table 1: Capital Budget Funds for Review - April 6, 2026 Vehicle Policy - Vehicle Replacement Funds 502-505
The City maintains an administrative vehicle policy that establishes rules and procedures for the purchase, use, and replacement of City owned vehicles. This policy applies to all City, rental, and personal vehicles by employees for City business.

Vehicles are scheduled for replacement based on a combination of age, mileage, condition, and operational use to ensure a safe, reliable, and cost-effective fleet. Replacement schedules are developed using projected useful life standards and are incorporated into the capital budget to support long-term fleet planning. This Vehicle Policy is included in this item as Attachment C.

Once included in the budget, each vehicle or piece of equipment is further evaluated by Fleet staff prior to final replacement. This evaluation considers maintenance history, current condition, performance, and operational needs before final approval for replacement. In some cases, replacement may be delayed, reassigned, or adjusted based on these factors. When appropriate, alternative fuel vehicles may be considered. When possible, vehicles will be downsized if they are found to exceed the needs of the assignment being evaluated. Emergency response vehicles must meet a higher standard, and those found to have additional life left at the end of their public safety assignment may be repurposed to a lower demand (non-emergency response) assignment. As vehicles technology continues to evolve, including the increasing availability and adoption of electric vehicles, staff will continue to evaluate the existing vehicle replacement policy and adjust as appropriate. This includes reviewing lifecycle assumptions, replacement timing, and total cost of ownership to ensure the policy remains aligned with operational needs, regulatory requirements, and emerging industry standards.

Any recommended exception to this procedure is noted in the discussion below.

Appropriation Budget Years (2026-2027): Capital requests in the 2-year budget, for vehicle Visalia City Council Page 3 of 9 Printed on 3/30/2026
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replacement, have received additional scrutiny compared to those in the planning years to protect the resources of these funds. For this reason, vehicles and equipment with appropriations requested in the 2-year portion of the budget show actual vehicle mileage in the CIP detail in Attachment A. For consistency in the capital budget projections, vehicle age and mileage is provided by Fleet Maintenance at the beginning of each 2-year budget process, and both age and mileage shown in Attachment A is as of September 2025.

Planning Years (2028-2032): Vehicles and equipment included in the planning portion of the capital plan (years 3-6) are based solely upon age and mileage projections which will be reviewed as part of the next budget process in another two years, and actual vehicle mileage is not provided in the document for these vehicles.

The vehicle replacement funds included in today’s discussion are for replacement of the General Fund, Measure T, and Measure N fleet of vehicles and equipment. Vehicles and equipment owned by other funds have been included in the capital budgets of those funds for purchase and replacement.

General Fund Vehicle and Equipment Replacement - Fund 502: The internal service fund is supported by charges to General Fund departments and is used to finance the replacement of CityOwned vehicles and equipment. Funding is collected through annual depreciation charges, allowing departments to ensure sufficient resources are available at the end of each asset’s useful life ensuring that sufficient resources are available at the time replacement is required. The resources of this fund are for replacement of current vehicles and equipment and may not be used to purchase new additions to the fleet. New General Fund vehicles and equipment must be purchased in the General Fund. There are 108 vehicle and equipment purchases projected in this funds 6-year capital plan with 29 replacements proposed for the two-year portion of the budget. These assets span multiple departments and support a wide range of City operations, including public safety, maintenance, and community service. Below is a summary of the proposed replacement by function:
· Building Maintenance (1)
· Engineering (2)
· Fire (3)
· Neighborhood Preservation (1)
· Parks (1)
· Police (20)
· Street Maintenance (1)
The Police Department represents the largest share of replacements due to the high utilization, specialized equipment requirements, and critical nature of public safety vehicles, which typically experience accelerated wear and require more frequent replacement.

Except for the vehicles discussed below, all vehicles included in the capital plan for this fund are projected to meet the age and mileage requirement of the Vehicle Policy at the time of their replacement.
*Exceptions: The vehicles listed below are being recommended for replacement prior to fully meeting standard lifecycle criteria. These exceptions are based on operational necessity, equipment condition, or unforeseen circumstances that impact reliability and service delivery.

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· Police Marked Patrol Unit (Vehicle #212583): This vehicle was involved in an accident and deemed a total loss. Replacement is required to maintain operational capacity within the Police Department.
· Fire SUV (Vehicle #222129): This vehicle has been recommended for replacement prior to reaching standard mileage thresholds due to on-going mechanical issues. · Engineering Hybrid Sedan (Vehicle #413103): This vehicle is recommended for replacement prior to meeting minimum mileage requirements due to ongoing mechanical issues. · Police Unmarked Detective 4-Door Sedan (Vehicle #215932): This vehicle is recommended for replacement prior to reaching minimum mileage thresholds due to a blown engine. Given the extent of required repairs and associated costs, replacement is considered the most costeffective and operationally appropriate solution.

Measure T Police Vehicle Replacement Fund - 503: This fund is to replace vehicles originally purchased by Measure T for Police. Funds are generated by setting aside the vehicles annual depreciation amount to be used to replace the vehicles at the end of their useful life. The six-year Capital Improvement Plan includes 13 vehicles proposed for replacement, with 4 vehicles included in the two-year budget. All vehicles included in the capital plan are projected to meet the vehicles replacement criteria set in the policy. Exceptions are listed below:
· Fully Equipped Marked Patrol Unit (Vehicle #212623): This vehicle is 7 years old and was involved in an accident in August 2024. Fleet Maintenance is recommending the vehicle be replaced due to the costs to repair the vehicle exceeding the value of the vehicle. The vehicle replacement cost is estimated to be $108,000 and this fund has $31,000 accumulated for replacement. The remaining $77,000 will be funded from the Measure T Police Fund (121) which will be presented to Council at the next meeting.

Measure T Fire Vehicle Replacement Fund - 504: This fund is to replace the vehicles originally purchased by Measure T for Fire. Funds are generated by setting aside the vehicles annual depreciation amount to be used to replace the vehicles at the end of their useful life. Due to the specialized nature of a fire apparatus, replacement planning requires extended lead times, with typical build timelines ranging from three to four years from order to delivery. The capital improvement plan includes the replacement of one fire engine, with funding programmed for fiscal year 2027/28 and delivery anticipated in 2032.

Measure N Vehicle Replacement Fund - 505: This fund is supported by Measure N and is used for the replacement of operational vehicles funded through Measure N. Funds are generated by setting aside the vehicles annual depreciation amount to be used to replace the vehicles at the end of their useful life. This method allows for planned, lifecycle-based replacements and avoids large one-time impacts when vehicles reach the end of their useful life. One replacement request was included within the two-year budget period and was presented to Council with the Measure N proposed twoyear budget on March 16, 2026. The remaining replacement needs are reflected in the outer four years of the Capital Improvement Plan and are included for long-term planning purposes based on established lifecycle criteria.

Fleet Maintenance - Fund 501: City departments reimburse this internal service fund for the operation, maintenance, and repair costs associated with City-owned vehicles and equipment. As an Visalia City Council Page 5 of 9 Printed on 3/30/2026
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internal service fund, costs of any capital projects approved in Fleet Maintenance will be passed through to the City operations which benefit from Fleet services. Capital projects within this fund are limited to the purchase of tools and equipment necessary to support fleet operations. These items are directly related to maintaining and servicing the City’s fleet and are funded through departmental charges. While these items support operational needs, they are included in the capital budget due to their cost threshold and useful life.

Information Services - Fund 511: City Departments reimburse this internal services fund for costs associated with the operation, maintenance, and replacement of the City’s technology and communication systems. This includes computer hardware, network infrastructure, Geographic Information Systems (GIS), telephone system, and other critical information technology services that support daily City operations. The fund is structured to allocate costs to departments based on usage, ensuring that technological investments are supported by the operations that benefit from them. This approach provides a sustainable funding model for ongoing system maintenance and replacement. The six-year capital improvement plan includes 17 project requests with 10 projects requested within the two-year budget. These projects focus on the replacement of aging equipment and software, as well as system upgrades necessary to maintain network reliability, data security, and operational efficiency.

Risk - Fund 551: This fund was established to account for the City of Visalia’s liability insurance and risk related projects. Costs are allocated to all funds that benefit from the insurance coverage provided, ensuring that risk-related expenses are distributed across City operations. The capital improvement plan includes a project to address accessibility improvements within the downtown area. This project is intended to improve compliance with the American with Disabilities Act (ADA).

The project focuses on the design and construction of accessibility improvements in the downtown area. Current conditions in the downtown area could be viewed as crating barriers to accessibility, particularly for individuals with disabilities. The project addresses these deficiencies through targeted improvements, including concrete shaving, sidewalk removal and replacement, and tree removal or grinding where necessary.

The proposed improvements prioritize areas with the greatest accessibility challenges and are intended to enhance safety, accessibility, and overall usability of downtown pedestrian infrastructure.

This project is multi funded with Community Development Block Grant (CDBG) funds for a total of $2.85 million. The funding share is the following:
· Risk Fund - $1.5 million
· CDBG Fund - $1.35 million
Building Safety - Fund 401 (Revised)
This fund was established for the operation of the Building Safety Division. Revenues are provided by fees charged for Building Permits. This revenue is used to fund both the operational expenses and capital needs and does not maintain a separate capital reserve.

Subsequent to the initial Council review in February, one additional project has been identified within the Building Safety Fund. The additional project is listed below:
· Pre-Approved Accessory Dwelling Unit Plans - $14,000: This project includes developing two permit-ready accessory dwelling units (ADUs) plan sets that can be made available to the public Visalia City Council Page 6 of 9 Printed on 3/30/2026
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for free to encourage production of localized affordable housing. The program is intended to streamline the permitting process, reduce design costs for residents, and encourage the development of affordable housing within the community. This effort builds on the Planning Division’s successful implementation of three permit-ready plan sets approved in 2022. The additional plan sets will accommodate sizes & configurations that are lacking in the existing three plan sets, specifically a medium size 750 square foot plan and a large size 1200 square foot plan. Plan sets will incorporate universal design standards and elevation options.

All other projects within the Building Safety Fund were previously presented to Council.

Each Funds proposed projects is listed in detail in Attachment A.

Next Capital Funds to be Reviewed
As mentioned earlier, Capital Funds will be presented to Council during the months of February through May. This allows Council to conduct their review of the proposed CIP budget in manageable groupings. Funds listed at prior Council meetings are listed in Table 2: Capital Funds Reviewed.

The table shows the date the funds were reviewed by Council.

Table 2: Capital Funds Reviewed at Prior Council Sessions

FUND DESCRIPTION FUND DESCRIPTION
231 Wastewater Trunkline 132 Measure R Bike/Trail
232 Sewer Connection 211 Recreation Facilities
401 Building Safety 221 Storm Sewer
406 Animal Services 222 Storm Sewer Deficiency
411 Airport 224 Ground Water Recharge
431 Wastewater 261 Waterway Construction
441 Solid Waste 481 Storm Sewer Maintenance
452 Transit Capital

FUND DESCRIPTION
111 Gas Tax
113 SB1-RMRA
131 Measure R Local
133 Measure R Regional
241 Transportation Impact Fees
273 Landscape & Lighting
281 State Transportation
291 NE Capital Improvements
3/16/26
2/17/26 3/2/26
The proposed presentation schedule is listed below in Table 3: Capital Funds to be reviewed by Council in future Council Sessions.

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Table 3: Capital Funds to be Reviewed by Council in Future Council Sessions

FUND DESCRIPTION FUND DESCRIPTION
103 Corp Yard Impact Fee 001 General Fund
012 Police Unclaimed Funds 413 Convention Center
104 Library Impact Fee
105 Police Impact Fees
106 Fire Impact Fee *311 CDBG
121 Police Measure T *141 Measure N
157 Baseball
* Funds marked with an asterisk will be reviewed separately due to program requirements but will be included in the final budget document. 4/20/26 5/4/26
Spring 2026
Fiscal Impact:

The Capital Improvement Plan is presented as a six-year planning document, with FY 2026/27 and FY 2027/28 proposed for adoption and appropriation, and the remaining four years are provided for long-term planning purposes and do not constitute an authorization to spend. The attached financial schedules (Attachment A) provide a comprehensive summary of each fund, including beginning cash balances, projected revenues, operating expenditures, proposed capital expenditures, and estimated ending fund balances over the six-year planning forecast. These projections are based on current revenue trends, adopted fee structures, development activity assumptions, grant funding availability, and known capital project commitments.

The CIP is developed to ensure that planned capital investments are aligned with available funding sources and that each fund remains financially sustainable over the planning period. Where applicable, projects are supported by restricted revenues, internal service fund charges, or external funding sources to minimize impacts to the General Fund. No appropriation or budget action will result from this review item. The final CIP will be presented for adoption and appropriation with the City’s Operating Budget in June 2026.

Prior Council Action: None
Other: None
Alternatives: None
Recommended Motion (and Alternative Motions if expected):

No motion is requested or required at this time.

Environmental Assessment Status: N/A
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CEQA Review: N/A
Deadline for Action: 4/6/2026
Attachments:

Attachment A - Summary of proposed Capital Projects by Fund Attachment B - Directory of Map Points and Maps
Attachment C - City of Visalia’s Vehicle Policy
Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☒
Economic
Vitality
☒
Organizational
Excellence
☒
Fiscal
Strength
☒
Infrastructure &
Growth
☒
Quality of
Life
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Attachment A: Summary of Proposed Capital Projects by Fund Attachment A: Summary of Proposed Capital Projects by Fund 4-06-26 The following pages contain a detailed listing of the capital project requests for review by the fund including a summary of cash flow for each.

Fund Name Fund #
Proposed
2026-27
Proposed
2027-28
Planning
2028-32
Vehicle Replacement 502 1,768,500 1,239,400 11,594,200
Measure T Police Vehicle Replace 503 31,800 327,000 981,000 Measure T Fire Vehicle Replace 504 - 1,277,000 -
Measure N Vehicle Replace 505 17,500 - 2,449,000
Fleet Maintenance 501 43,600 - -
Information Services 511 506,000 1,242,000 2,920,000
Risk 551 1,500,000 - -
Building Safety (Changes) 401 409,000 50,000 700,000
Total Projects $ 4,276,400 $ 4,135,400 $ 18,644,200
16 Page
2 of 25
Attachment A: Summary of Proposed Capital Projects by Fund

2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Beginning Cash Balance 6,564,600 6,234,900 6,437,300 6,339,700 5,155,800 2,401,500 Vehicle Replacement Charge 1,179,100 1,179,100 1,202,700 1,226,800 1,251,300 1,276,300 Interest Earnings 282,000 285,000 290,700 296,500 302,400 308,400 Operating Expenditures (22,300) (22,300) (22,700) (23,200) (23,700) (24,200) Capital Improvements (1,768,500) (1,239,400) (1,568,300) (2,684,000) (4,284,300) (3,057,600) Total Resources Available for Future Projects 6,234,900 6,437,300 6,339,700 5,155,800 2,401,500 904,400 # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Vehicles and Equipment for Animal Services
1 Replace (3) Animal Control Service Utility Trucks with similar to be used to transport live animals
Budget Year / Unit / Year / Age / Miles
2028-29 / 151005 / 2017 / 8 / 163,630
2028-29 / 151006 / 2017 / 8 / 186,163
2028-29 / 151007 / 2017 / 8 / 168,410
Animal
Services New - - N/A 294,300
2 Replace (1) Animal Control Service Van with similar
Budget Year / Unit / Year / Age / Miles
2028-29 / 151008 / 2019 / 6 / 68,673
Animal
Services New - - N/A 61,000
Vehicles and Equipment for Neighborhood Preservation and Engineering Services:
3 Replace (1) Engineering Services Hybrid
(gas/electric) with similar - Vehicle is having
mechanical issues.

Budget Year / Unit / Year / Age / Miles
2026-27 / 413103 / 2002 / 23 / 68,100 Engineering New - - N/A 43,600 4 Replace (1) Engineering Inspector Services
Passenger Van with similar
Budget Year / Unit / Year / Age / Miles
2027-28 / 412214 / 2008 / 17 / 131,830 Engineering New - - N/A 54,500 Vehicle Replacement - 502 (5020)
2026/27 - 2031/32 Capital Improvement Program
Fund Description: The vehicle Replacement Fund is an internal Service Fund used to set aside depreciation for the replacement of General Fund vehicles and equipment at the end of the useful life.

All vehicle and equipment replacement must comply with the rules and procedures in the City Vehicle Policy.

Cash Balance Summary
Additional Information: Year and Mileage shown below is per Fleet as of September 2025. This fund does not receive amounts adjusted for increased replacement costs of vehicles and equipment.

As a result, it requires periodic cash infusions.

All vehicles proposed to be replaced will be evaluated by the Fleet Maintenance division and approved by the City Manager prior to the purchase of a new vehicle. If a vehicle should be replaced, the replacement will be evaluated for an alternative fuel vehicle in accordance with City Vehicle Policy. Fleet will make recommendations for reassignment of the replaced vehicle to a lower demand assignment.
17 Page
3 of 25
Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept
Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Vehicles and Equipment for Neighborhood Preservation and Engineering Services: (Continued) 5 Replace (1) Neighborhood Preservation 4 door
Sedan with Truck
Budget Year / Unit / Year / Age / Miles
2027-28 / 172226 / 2006 / 21 / 117,954
Planning and
Community New - - N/A 40,300
6 Replace (1) Engineering Surveyors pickup with similar Budget Year / Unit / Year / Age / Miles
2028-29 / 413902 / 2014 / 11 / 10,2400
Engineering New - - N/A 76,300
Vehicles and Equipment for the Fire Department:
7 Replace (1) Fire Pierce Dash 75ft Aerial Apparatus:

Additional funding requested for new Pierce Enforcer
Quint Aerial. The current unit is a reserve and was
qualified and funded for replacement in prior budgets.

However, Fire Admin determined with the service
center that it still had usable life. Now given the
additional years of service, and considering the build
time of apparatus, it is recommended for
replacement. $1,509,200 was previously approved
and an additional $536,800 is needed to complete the
replacement of the truck and equipment.

Budget Year / Unit / Year / Age / Miles
2026-27 / 2004 / 222433 / 21 / 33,510
Fire VH0231 - - N/A 536,800
8 Replace (1) Fire Chief Command Large SUV with
similar - Fleet has recommended for replacement
before minimum mileage policy requirement due to
intermittent engine issues causing safety and reliability concerns
Budget Year / Unit / Year / Age / Miles
2026-27 / 222129 / 2009 / 16 / 111,650 Fire New - - N/A 91,800 Vehicle Replacement - 502 (5020) - Continued
2026/27 - 2031/32 Capital Improvement Program
18 Page
4 of 25
Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Vehicles and Equipment for the Fire Department: (Continued) 9 Replace (1) Fire Command SUV with similar
Budget Year / Unit / Year / Age / Miles
2027-28 / 222126 / 2009 / 16 / 124,004 Fire New - - N/A 100,300 10 Replace (1) Fire Deputy Chief Command Large SUV
with similar
Budget Year / Unit / Year / Age / Miles
2028-29 / 222132 / 2012 / 13 / 104,345 Fire New - - N/A 106,800 11 Replace (1) Fire Training Captain pickup with similar Budget Year / Unit / Year / Age / Miles
2028-29 / 222134 / 2011 / 14 / 97,651
Fire New - - N/A 99,200
12 Replace (1) Fire Engine XT with Enforcer Pumper:

Current engine will replace backup engine
Budget Year / Unit / Year / Age / Miles
2030-31 / 222438 / 2015 / 10 / 123,316 Fire New - - N/A 1,489,100 13 Replace (1) Fire Engine XT with Enforcer Pumper:

Current engine will replace backup engine
Budget Year / Unit / Year / Age / Miles
2030-31 / 222439 / 2015 / 10 / 135,728 Fire New - - N/A 1,489,100 Vehicles and Equipment for Parks and Recreation:
14 Replace (1) Public Works Crack Filler (increased wear and higher maintenance requirements)
Budget Year / Unit / Year / Age / Hours
2026-27 / 314736 / 2011 / 14 / 5,690
Street
Maintenance New - - N/A 130,000
15 Replace (1) Parks Maintenance Heavy Duty Pickup
with similar
Budget Year / Unit/ Year / Age / Miles
2026-27 / 312942 / 1994 / 31 / 116,754
Parks
Maintenance New - - N/A 81,800
Vehicle Replacement - 502 (5020) - Continued
2026/27 - 2031/32 Capital Improvement Program
19 Page
5 of 25
Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Vehicles and Equipment for Parks and Recreation: (Continued) 16 Replace (1) Buildings Maintenance Chevy S-10 with
1/2 ton pickup with service bed
Budget Year / Unit/ Year / Age / Miles
2026-27 / 313259 / 1997 / 28 / 153,000
Buildings
Maintenance New - - N/A 54,500
17 Replace (1) Street Maintenance Paver with similar
Budget Year / Unit / Year / Age / Hours
2028-29 / 314860 / 2013 / 12 / 1,413
Street
Maintenance New - - N/A 335,700
18 Replace (1) Street Maintenance Skip Loader (Diesel)
to comply with California Air Resources Board
(CARB) regulations
Budget Year / Unit / Year / Age / Hours
2028-29 / 314804 / 2012 / 13 / 3,445
Street
Maintenance New - - N/A 182,000
19 Replace (1) Traffic Maintenance Manlift pickup
(Diesel) to comply with California Air Resources
Board (CARB) regulations
Budget Year / Unit / Year / Age / Miles
2029-30 / 416922 / 2017 / 8 / 71,890
Traffic
Maintenance New - - N/A 300,000
20 Replace (1) Street Maintenance Backhoe (Diesel) to
comply with California Air Resources Board (CARB)
regulations
Budget Year / Unit / Year / Age / Hours
2029-30 / 314802 / 2012 / 13 / 803
Street
Maintenance New - - N/A 283,400
21 Replace (1) Streets Maintenance Water Truck with
similar to comply with California Air Resources Board
(CARB) regulations
Budget Year / Unit / Year / Age / Miles
2030-31 / 314933 / 2008 / 17 / 23,392
Street
Maintenance New - - N/A 272,500
22 Replace (1) Streets Maintenance Loader (Diesel) with similar to comply with California Air Resources Board
(CARB) regulations
Budget Year / Unit / Year / Age / Hours
2031-32 / 314848 / 2013 / 12 / 1,985
Street
Maintenance New - - N/A 408,800
Vehicle Replacement - 502 (5020) - Continued
2026/27 - 2031/32 Capital Improvement Program
20 Page
6 of 25
Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Vehicles and Equipment for the Police Department:
23 Replace (3) Police Patrol Units fully equipment
marked vehicles with similar
Budget Year / Unit / Year / Age / Miles
2026-27 / 212538 / 2012 / 13 / 107,491
2026-27 / 212583 / 2015 / 10 / 99,800 (Wrecked 9/2025)
2026-27 / 212589 / 2015 / 10 / 103,051 Police New - - N/A 327,000 24 Replace (2) Police Gang Units fully equipped marked
vehicles with similar
Budget Year / Unit / Year / Age / Miles
2026-27 / 212549 / 2013 / 12 / 95,194
2026-27 / 212568 / 2014 / 11 / 112,351 Police New - - N/A 218,000 25 Replace (3) Police Detective Units fully equipped
unmarked 4 Door Sedans with similar

Budget Year / Unit / Year / Age / Miles
2026-27 / 215238 / 2012 / 13 / 113,152
2026-27 / 215932 / 2013 / 12 / 104,127 (Blown Engine)
2026-27 / 215933 / 2013 / 12 / 111,080 Police New - - N/A 195,000 26 Replace (1) Police Community Service Officer (CSO)
fully equipped marked Pickup with similar
Budget Year / Unit / Year / Age / Miles
2026-27 / 215237 / 2011 / 14 / 105,766 Police New - - N/A 90,000 27 Replace (2) Police Department K-9 Units fully
equipped marked with similar
Budget Year / Unit / Year / Age / Miles
2027-28 / 212586 / 2015 / 10 / 63,709
2027-28 / 212640 / 2019 / 6 / 57,738 Police New - - N/A 228,900 28 Replace (2) Police Patrol Units fully equipped marked vehicles with similar
Budget Year / Unit / Year / Age / Miles
2027-28 / 212596 / 2017 / 8 / 103,919
2027-28 / 212602 / 2017 / 8 / 113,446 Police New - - N/A 218,000 Vehicle Replacement - 502 (5020) - Continued
2026/27 - 2031/32 Capital Improvement Program
21 Page
7 of 25
Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Vehicles and Equipment for the Police Department: (Continued) 29 Replace (2) Police Patrol Unit fully equipped marked vehicles with similar
Budget Year / Unit / Year / Age / Miles
2027-28 / 212600 / 2017 / 8 / 84,969
2027-28 / 212601 / 2017 / 8 / 83,093 Police New - - N/A 218,000 30 Replace (1) Police Activities League (PAL) fully
equipped marked SUV with similar
Budget Year / Unit / Year / Age / Miles
2027-28 / 215222 / 2007 / 18 / 116,219 Police New - - N/A 103,100 31 Replace (1) Police Detective Unit fully equipped
unmarked 4 door Sedan with similar

Budget Year / Unit / Year / Age / Miles
2027-28 / 215935 / 2014 / 11 / 94,667 Police New - - N/A 81,300 32 Replace (1) Police Detective Unit fully equipped
unmarked 4 Door Sedan with similar

Budget Year / Unit / Year / Age / Miles
2027-28 / 215242 / 2017 / 8 / 104,241 Police New - - N/A 65,000 33 Replace (1) Police Detective Unit fully equipped
unmarked 4 door Sedan with similar
Budget Year / Unit / Year / Age / Miles
2027-28 / 215945 / 2015 / 10 / 97,381 Police New - - N/A 65,000 34 Replace (1) Police Detective Unit fully Unit equipped unmarked 4 door Sedan with similar

Budget Year / Unit / Year / Age / Miles
2027-28 / 211117 / 2012 / 13 / 96,836 Police New - - N/A 65,000 35 Replace (2) Police Pursuit Rated Units fully equipped marked trucks with similar
Budget Year / Unit / Year / Age / Miles
2028-29 / 212619 / 2018 / 10 / 47,531
2028-29 / 212620 / 2018 / 10 / 60,746 Police New - - N/A 218,000 Vehicle Replacement - 502 (5020) - Continued
2026/27 - 2031/32 Capital Improvement Program
22 Page
8 of 25
Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Vehicles and Equipment for the Police Department: (Continued) 36 Replace (3) Police Detective Units fully equipped
unmarked 4 door Sedans with similar

Budget Year / Unit / Year / Age / Miles
2028-29 / 215939 / 2015 / 10 / 86,750
2028-29 / 215940 / 2016 / 9 / 85,357
2028-29 / 215241 / 2015 / 10 / 87,205 Police New - - N/A 195,000 37 Replace (11) Police Patrol Units fully equipped
marked 4 door Sedans with similar
Budget Year / Unit / Year / Age / Miles
2029-30 / 212610 / 2019 / 6 / 54,624
2029-30 / 212613 / 2019 / 6 / 61,396
2029-30 / 212624 / 2019 / 6 / 63,659
2029-30 / 212626 / 2019 / 6 / 48,810
2029-30 / 212630 / 2019 / 6 / 55,810
2029-30 / 212632 / 2019 / 6 / 61,069
2029-30 / 212633 / 2019 / 6 / 57,414
2029-30 / 212634 / 2019 / 6 / 32,015
2029-30 / 212638 / 2019 / 6 / 50,519
2029-30 / 212639 / 2019 / 6 / 49,482
2029-30 / 212640 / 2019 / 6 / 58,347 Police New - - N/A 1,199,000 38 Replace (5) Police Detective Units fully equpiped
unmarked 4 door Sedans with similar

Budget Year / Unit / Year / Age / Miles
2029-30 / 215931 / 2013 / 12 / 90,060
2029-30 / 215944 / 2015 / 10 / 89,794
2029-30 / 215941 / 2016 / 9 / 71,026
2029-30 / 215946 / 2016 / 9 / 67,760
2029-30 / 212621 / 2019 / 6 / 60,300 Police New - - N/A 406,500 39 Replace (2) Police Crime Lab Units Large SUV's with
similar
Budget Year / Unit/ Year/ Age / Miles
2029-30 / 215232 / 2010 / 15 / 23,299
2029-30 / 215936 / 2014 / 11 / 29,278 Police New - - N/A 218,000 Vehicle Replacement - 502 (5020) - Continued
2026/27 - 2031/32 Capital Improvement Program
23 Page
9 of 25
Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Vehicles and Equipment for the Police Department: (Continued) 40 Replace (2) Police Administration unmarked pickups
with similar
Budget Year / Unit / Year / Age / Miles
2029-30 / 215246 / 2019 / 6 / 65,998 (Admin Captain)
2029-30 / 215247 / 2019 / 6 / 85,133 (NARC Unit) Police New - - N/A 162,600 41 Replace (1) Police K-9 Patrol Unit fully equipped
marked 4 door Sedan with similar
Budget Year / Unit / Year / Age / Miles
2029-30 / 212595 / 2017 / 8 / 50,441 Police New - - N/A 114,500 42 Replace (5) Police Detective Units fully equipped
unmarked 4 door Sedans with similar

Budget Year / Unit / Year / Age / Miles
2030-31 / 215947 / 2020 / 5 / 45,698
2030-31 / 215948 / 2020 / 5 / 49 127
2030-31 / 215949 / 2020 / 5 / 35,744
2030-31 / 215950 / 2020 / 5 / 37,496
2030-31 / 215951 / 2020 / 5 / 63,665 Police New - - N/A 406,500 43 Replace (1) Police Bearcat Armored Vehicle: The
current vehicle was purchased in 2008 utilizing a
combination of State Homeland Security Grants &
Asset Forfeiture funds. The vehicle is approaching 20
years old exceeding its estimated life but showing
signs of wear.

Budget Year / Unit/ Year / Age / Hours
2030-31 / 215929 / 2010 / 15 / 8,734 Police New - - N/A 299,800 44 Replace (3) Police Parking Enforcement Units fully
equipped marked 4 door Sedans with similar
Budget Year / Unit / Year / Age / Miles
2030-31 / 213335 / 2015 / 10 / 42,488
2030-31 / 211119 / 2018 / 7 / 62,993
2030-31 / 211120 / 2019 / 8 / 46,336 Police New - - N/A 229,100 45 Replace (1) Police Activities League (PAL)
Passenger Van with similar
Budget Year / Unit / Year/ Age / Miles
2030-31 / 215231 / 2010 / 15 / 64,983 Police New - - N/A 98,200 Vehicle Replacement - 502 (5020) - Continued
2026/27 - 2031/32 Capital Improvement Program
24

Page 10 of 25 ends

Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Vehicles and Equipment for the Police Department: (Continued) 46 Replace (16) Police Patrol Units fully equipped
marked 4 door Sedans with similar
Budget Year / Unit / Year / Age / Miles
2031-32 / 212603 / 2017 / 8 / 64,826
2031-32 / 212642 / 2021 / 4 / 34,892
2031-32 / 212643 / 2021 / 4 / 31,929
2031-32 / 212645 / 2021 / 4 / 31,815
2031-32 / 212646 / 2021 / 4 / 38,536
2031-32 / 212650 / 2021 / 4 / 37,025
2031-32 / 212651 / 2021 / 4 / 39,605
2031-32 / 212654 / 2021 / 4 / 35,915
2031-32 / 212655 / 2021 / 4 / 27,985
2031-32 / 212656 / 2021 / 4 / 38,704
2031-32 / 212657 / 2021 / 4 / 20,139
2031-32 / 212658 / 2021 / 4 / 32,055
2031-32 / 212659 / 2021 / 4 / 18,957
2031-32 / 212660 / 2021 / 4 / 14,288
2031-32 / 212661 / 2021 / 4 / 22,770
2031-32 / 212662 / 2021 / 4 / 29,542 Police New - - N/A 1,744,000 47 Replace (4) Police Detective Units fully equipped
unmarked 4 door Sedans with similar
Budget Year / Unit / Year/ Age / Miles
2031-32 / 215248 / 2021 / 4 / 60,760
2031-32 / 215249 / 2021 / 4 / 60,565
2031-32 / 215952 / 2021 / 4 / 26,552
2031-32 / 211121 / 2020 / 5 / 29,363 Police New - - N/A 325,300 48 Replace (5) Police Traffic Motorcycles with similar
Budget Year / Unit / Year / Age / Miles
2031-32 / 213338 / 2015 / 10 / 39,142
2031-32 / 213340 / 2015 / 10 / 37,866
2031-32 / 213345 / 2017 / 8 / 34,633
2031-32 / 213346 / 2019 / 6 / 16,901
2031-32 / 213347 / 2019 / 6 / 23,611 Police New - - N/A 297,500 49 Replace (1) Police SWAT Transport Van with similar
Budget Year / Unit / Year / Age / Miles
2031-32 / 211905 / 2008 / 17 / 13,356
Police New - - N/A 140,800
Vehicle Replacement - 502 (5020) - Continued
2026/27 - 2031/32 Capital Improvement Program
25

Page 11 of 25 ends

The Budget Impact column shows the estimated annual impact of the project on the operating budget for maintenance once completed or purchased. - - No Annual Maintenance Costs (or no increase over existing cost) $$$ $ Annual Maintenance cost is $5,000 or less $$$$ $$ Annual Maintenance costs is $5,000 to $25,000
Vehicle Replacement - 502 (5020) - Continued
2026/27 - 2031/32 Capital Improvement Program
Capital Improvement Total: 26

Page 12 of 25 ends

Attachment A: Summary of Proposed Capital Projects by Fund 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Beginning Cash Balance 907,500 1,034,500 866,300 1,028,300 539,600 708,200 Vehicle Replacement Charges 125,800 125,800 128,300 130,900 133,500 136,200 Interest Earnings 30,000 30,000 30,600 31,200 31,800 32,400 Operating Expenditures 3,000 3,000 3,100 3,200 3,300 3,400 Capital Improvements (31,800) (327,000) 0 (654,000) 0 (327,000) Total Resources Available for Future Projects 1,034,500 866,300 1,028,300 539,600 708,200 553,200 # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
1 Replace (1) Police Patrol Unit fully equipped marked 4 door Sedan with similar
Budget Year / Unit/ Year / Age / Miles
2026-27 / 212623 / 2019 / 7 / 49,190
Wrecked 8/2024 - Multi fund project total $109k.

Depreciated $31K from Measure T PD Vehicle
Replacement Fund (503), balance from $77K MT
home fund (121) Police New - - N/A 31,800
2 Replace (3) Police Patrol Units fully equipped marked 4 door Sedans with similar
Budget Year / Unit / Year / Age / Miles
2027-28 / 212585 / 2015 / 12/ 96,360
2027-28 / 212592 / 2017 / 10 / 88,535
2027-28 / 212593 / 2017 / 10 / 92,752 Police New - - N/A 327,000 3 Replace (6) Police Patrol Units fully equipped marked 4 door Sedans with similar
Budget Year / Unit / Year / Age / Miles
2029-30 / 212591 / 2017 / 12 / 79,954
2029-30 / 212622 / 2019 / 10 / 57,350
2029-30 / 212625 / 2019 / 10 / 58,710
2029-30 / 212627 / 2019 / 10 / 30,092
2029-30 / 212629 / 2019 / 10 / 45,583
2029-30 / 212641 / 2019 / 10 / 52,906 Police New - - N/A 654,000 Measure T Police Vehicle Replacement - 503 (5030)
2026/27 - 2031/32 Capital Improvement Program
Fund Description: This fund is supported by Measure T and used to set aside depreciation for the replacement of the Measure T - Police operational fleet as each vehicle reaches its full useful life.

All vehicle and equipment replacement must comply with the rules and procedures in the City Vehicle Policy.

Cash Balance Summary
27

Page 13 of 25 ends

Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
4 Replace (3) Police Patrol Units fully equipped marked 4 door Sedans with similar
Budget Year / Unit / Year / Age / Miles
2031-32 / 212587 / 2015 / 16 / 65,333
2031-32 / 212647 / 2021 / 10 / 48,988
2031-32 / 212648 / 2021 / 10 / 49,836 Police New - - N/A 327,000 $ 31,800 $ 327,000 $ - $ 654,000 $ - $ 327,000
Notes: Multi-funded means this is only this fund's portion of the total amount budgeted. These projects are funded from multiple sources and the full budget is shown in the "Multi-Fund 301".

Measure T Police Vehicle Replacement - 503 (5030)
2026/27 - 2031/32 Capital Improvement Program
28

Page 14 of 25 ends

Attachment A: Summary of Proposed Capital Projects by Fund 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Beginning Cash Balance 1,687,700 1,767,800 572,900 626,000 680,100 735,200 Vehicle Replacement Charges 33,800 33,800 33,800 33,800 33,800 33,800 Interest Earnings 47,000 49,000 20,000 21,000 22,000 23,000 Operating Expenditures (700) (700) (700) (700) (700) (700) Capital Improvements 0 (1,277,000) 0 0 0 0
Total Resources Available for Future Projects 1,767,800 572,900 626,000 680,100 735,200 791,300 # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
1 Replace (1) Fire Engine XT with Enforcer Pumper.

This apparatus is scheduled to be replaced in 2032
per the vehicle replacement policy. Given fire
apparatus build times are three to four years, fire
administration is planning to fund the replacement in
27/28.

Budget Year / Unit / Year / Age / Miles
2027-28 / 222437 / 2012 / 13 / 136,758 Fire New - - N/A 1,277,000 $ - $ 1,277,000 $ - $ - $ - $ -
Notes: Multi-funded means this is only this fund's portion of the total amount budgeted. These projects are funded from multiple sources and the full budget is shown in the "Multi-Fund 301".

Measure T Fire Vehicle Replacement - 504 (5040)
2026/27 - 2031/32 Capital Improvement Program
Fund Description: This fund is supported by Measure T on a cost reimbursement basis and used for the replacement of the Measure T - Fire operational fleet as each vehicle reaches its full useful life. All vehicle and equipment replacement must comply with the rules and procedures in the City Vehicle Policy.

Cash Balance Summary
29

Page 15 of 25 ends

Attachment A: Summary of Proposed Capital Projects by Fund 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Beginning Cash Balance 2,173,000 2,526,200 2,898,900 2,673,600 1,604,300 1,955,000 Vehicle Replacement Charge 323,600 323,600 323,600 323,600 323,600 323,600 Interest earnings 48,000 50,000 48,000 25,000 28,000 26,000 Operating Expenses (900) (900) (900) (900) (900) (900)
Capital Improvements (17,500) 0 (596,000) (1,417,000) 0 (436,000) Total Resources Available for Future Projects 2,526,200 2,898,900 2,673,600 1,604,300 1,955,000 1,867,700 # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
1 Replace (4) Police Patrol Units fully equipped marked 4 door Sedans with similar
Budget Year / Unit / Year / Age / Miles
2028-29 / 212604 / 2018 / 10 / 82,000
2028-29 / 212605 / 2018 / 10 / 110,897
2028-29 / 212606 / 2018 / 10 / 64,750
2028-29 / 212607 / 2018 / 10 / 77,782 Police New - - N/A 436,000 2 Replace (2) Police Community Service Trucks (CSO)
fully equipped marked pickups with similar
Budget Year / Unit / Year / Age / Miles
2028-29 / 215243 / 2018 /10 / 54,745
2028-29 / 215244 / 2018 /10 / 73,614 Police New - - N/A 160,000 3 Replace (13) Police Patrol Units fully equipped
marked 4 door Sedans with similar
Budget Year / Unit / Year / Age / Miles
2029-30 / 212608 / 2019 / 10 / 80,000
2029-30 / 212609 / 2019 / 10 / 82,605
2029-30 / 212611 / 2019 / 10 / 89,659
2029-30 / 212612 / 2019 / 10 / 69,039
2029-30 / 212614 / 2019 / 10 / 70,472
2029-30 / 212615 / 2019 / 10 / 37,515
2029-30 / 212616 / 2019 / 10 / 43,516
2029-30 / 212617 / 2019 / 10 / 44,580
2029-30 / 212618 / 2019 / 10 / 59,872
2029-30 / 212631 / 2019 / 10 / 46,155
2029-30 / 212635 / 2019 / 10 / 47,650
2029-30 / 212636 / 2019 / 10 / 45,888
2029-30 / 212637 / 2019 / 10 / 45,232 Police New - - N/A 1,417,000 Fund Description: This fund is supported by Measure N on a cost reimbursement basis and used for the replacement of the Measure N operational fleet as each vehicle reaches its full useful life. All vehicle and equipment replacement must comply with the rules and procedures in the City Vehicle Policy.

Cash Balance Summary
Measure N Vehicle Replacement - 505 (5050)
2026/27 - 2031/32 Capital Improvement Program
30

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Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
4 Replace (4) Police Patrol Units fully equipped marked 4 door Sedans with similar
Budget Year / Unit / Year / Age / Miles
2031-32 / 212649 / 2021 / 10 / 35,297
2031-32 / 212652 / 2021 / 10 / 27,879
2031-32 / 212653 / 2021 / 10 / 29,700
2031-32 / 212664 / 2021 / 10 / 21,119 Police New - - N/A 436,000 5 Replace (1) Police Patrol Unit fully equipped marked 4 door Sedan with similar
Budget Year / Unit/ Year/ Age / Miles
2026-27 / 212663 / 2021 / 5 / 10,858
Wrecked 8/2024 - Multi fund project total of $109K.

Accumulated Depreciation $17,501.16 in Measure N
(505) and balance of $91,500 in Measure N (141). Police New - - N/A 17,500 $ 17,500 $ - $ 596,000 $ 1,417,000 $ - $ 436,000
Notes: Multi-funded means this is only this fund's portion of the total amount budgeted. These projects are funded from multiple sources and the full budget is shown in the "Multi-Fund 301".

Measure N Vehicle Replacement - 505 (5050) - Continued
2026/27 - 2031/32 Capital Improvement Program
31

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Attachment A: Summary of Proposed Capital Projects by Fund 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Beginning Cash Balance 0 0 0 0 0 0
Contribution from Operating for Capital 43,600 0 0 0 0 0 Capital Improvements (43,600) 0 0 0 0 0
Total Resources Available for Future Projects 0 0 0 0 0 0 # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
1 Purchase (1) new Forklift with side shift for the fleet maintenance shop for moving heavy parts and
supplies. Fleet New - - N/A 43,600
$ 43,600 $ - $ - $ - $ - $ -
Notes: Multi-funded means this is only this fund's portion of the total amount budgeted. These projects are funded from multiple sources and the full budget is shown in the "Multi-Fund 301".

Fleet Maintenance - 501 (5010)
2026/27 - 2031/32 Capital Improvement Program
Fund Description: This fund is made available from City Departments, on a cost reimbursement basis, for internal services provided for the operation and maintenance of City owned vehicles. 32

Page 18 of 25 ends

Attachment A: Summary of Proposed Capital Projects by Fund 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Beginning Cash Balance 5,526,800 5,679,800 5,086,200 5,078,700 5,345,100 4,920,200 Revenues and Reimbursements from Departments 2,749,600 2,804,600 2,860,700 2,917,900 2,976,300 3,035,800 Depreciation Set Aside for Future Replacements 1,191,400 1,191,400 1,191,400 1,191,400 1,191,400 1,191,400 Operating Expenditures (3,282,000) (3,347,600) (3,414,600) (3,482,900) (3,552,600) (3,623,700) Capital Improvements (506,000) (1,242,000) (645,000) (360,000) (1,040,000) (875,000) Total Resources Available for Future Projects 5,679,800 5,086,200 5,078,700 5,345,100 4,920,200 4,648,700 # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
1 Routine Telephone System Replacement: Routine
replacement of City’s telephone systems and
handsets to maintain reliable communication
infrastructure. Equipment is replaced based on
lifecycle and operational needs. This project supports
continued functionality of Citywide communication
system. Telephones have a 10-year replacement
cycle and servers have a 5-year replacement cycle.

The last server replacement was in 2018 and is
scheduled to be reevaluated for replacement in
2026/27. IS CP8247 - - N/A 250,000 250,000
2 SIEM (Security Information and Event Management):

Implementation of a Security Information and Event
Management (SIEM) platform to centralize system
monitoring and enhance the City’s cybersecurity
capabilities. This system improves the ability to
detect, analyze, and respond to potential security
threats across multiple systems.

IS CP0745 - - N/A 125,000 175,000
3 Routine Mobile Devices Replacement: Routine
replacement of mobile devices for Buildings, Public
Works, and Fire inspection staff to support field
operations. Devices are replaced on a scheduled
lifecycle to ensure reliability and continued operation efficiency. Devices were last replaced in 2022 and is
scheduled to be replaced in 2026/27.

IS CP8378 - - N/A 61,000
Information Services - 511 (5110)
2026/27 - 2031/32 Capital Improvement Program
Fund Description: This fund is made available from City Departments, on a cost reimbursement basis, for internal services provided for the operation and replacement costs associated with the Organization's computer and communications technology, including Geographic Information Systems and Telephone Services.

Cash Balance Summary
33

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Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
4 Annual Computer/Peripheral Replacement: Routine
replacement of various computer and communication
equipment, including desktops, printers, and network
devices. This program ensures technology remains
functional, secure, and compatible with City
operations. These are funded through already
collected depreciation funds ($45,000 annually).

When the equipment is fully depreciated, and ready to
be replaced once evaluated for its usefulness and
need. IS CP9997 - - N/A 45,000 45,000 45,000 45,000 45,000 45,000 5 Plaza Dr & Facility Connectivity: Install City owned
fiber optic connectivity to the existing airport facilities, Animal Control Center, and WWTP utilizing existing
communication conduit and installing new conduit.

The fiber optic cable will connect to the Walnut Ave
SIC & Connectivity project and extend the City's ITS
to the north side of Hwy-198 at Crowley Ave and
Plaza Dr to allow for other connections to the traffic
signal along Plaza Dr. Construction contingent upon
grant funding from state/federal grant funds. Multi
funded project total of $1.7m from $340k Airport
(411), $25k IS (511), $75K from Measure R (131) with
prior year funding $100k, prior year funding of $430K
WWTP (431) and $1.16m prior year funding from
State Transportation (281-CMAQ).

Eng CP0664 - - A4 25,000
6 Routine Storage Systems Replacement: Routine
replacement of existing data storage systems to
support increasing data demands and maintain
system performance. This project ensures reliable
storage capacity and supports ongoing City
operations and data retention requirements. Last
replaced Fall 2022 and scheduled for replacement in
2027/28, on a 5-year depreciation replacement cycle.

IS CP8381 - - N/A 400,000
Information Services - 511 (5110) - Continued
2026/27 - 2031/32 Capital Improvement Program
34

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Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
7 Routine Public Safety Mobile Data Terminal (MDT)
Replacement: Routine replacement of approximately
150 Mobile Data Terminals (MTD’s) used in public
safety vehicles for Police and Fire. This project
ensures continued reliability of field communication
and access to critical information for police and
emergency response operations. Last replaced in
February 2022 and are anticipated to be replaced in
2027/28, as they are on a 5-year depreciation cycle.

IS CP8172 - - N/A 395,000
8 Routine Network Backup Replacement: Routine
replacement of core network backup equipment to
maintain system redundancy and ensure continuity of
operations. This project supports reliable network
performance and disaster recovery capabilities. Last
replaced in 2022 and are anticipated to be replaced in
2027/28, as they are on a 5-year depreciation cycle.

IS CP0451 - - N/A 180,000
9 Fiberoptic network buildout to various City facilities.

Expansion of the City’s fiber optic network to improve
connectivity between facilities and support increased
data transmission needs. This project enhances
system reliability and supports future technological
growth. Various Sites, anticipate the following:

FY27/28 VECC (Burke St) to PD D2 (County
Center/Cameron), FY 29/30 VECC (Burke St) by old
Cal Trans yard and up to Police District 1 (NW Pearl),
FY30/31 VECC (Burke/Goshen) to Manuel Hernandez
and Fire 54 (Dinuba/Fergusen), FY31/32 VECC
(Burke/Goshen) to Fire 52 (Mooney/Whitendale).

IS CP0225 - - N/A 150,000 150,000 150,000 150,000 150,000 Information Services - 511 (5110) - Continued
2026/27 - 2031/32 Capital Improvement Program
35

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Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
10 Routine Wi-Fi Replacement: Routine replacement of
wireless network equipment to maintain reliable
connectivity across City facilities. This project
supports continued access to network services and
operational efficiency. Equipment was purchased in
2016 and vendor support and maintenance ends in
December 2027. There are approximately 50
wireless access points that will need to be replaced to ensure continued support. IS New - - N/A 72,000
11 Routine Computer Server Replacement: Routine
replacement of Citywide computer servers to maintain
system performance, security, and reliability. This
project supports critical business applications and
ongoing City operations. These are funded through
already collected depreciation funds. Once
equipment has typically reached the end of its useful
life, and is fully depreciated, it is evaluated for its usefulness and need and then replaced. These
servers have a 5-year replacement cycle and were
last replaced Fall of 2023. These funds will be used to replace fully depreciated equipment. IS CP9998 - - N/A 350,000 12 IT Strategic Plan: Development of an updated IT
Strategic Plan needed to guide technology priorities,
investments, and staffing needs. This plan will align
technological initiatives with organizational goals and support long-term planning. This plan has a history of
prior plans (2002, 2014) and covers a limited (5-10
year) planning horizon, due to changing organizational
priorities and technology. Originally scheduled for a
Summer 2024 refresh, this has been pushed out to
allow completion of the ARPA projects.

IS CP8164 - - N/A 100,000
13 Additional Server Storage: Routine expansion of
server storage capacity to accommodate increasing
data volumes and retention requirements. This
project supports ongoing operations and ensures
adequate storage for City systems. With the
proliferation of data, images, and videos of City
business comes the demand for storage expansion.

Additionally, longer data retention cycles (many
mandated by law) require this expanded storage
space. IS EQ0069 - - N/A 165,000
Information Services - 511 (5110) - Continued
2026/27 - 2031/32 Capital Improvement Program
36

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Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
14 Computer Replacement: Routine replacement of
desktop and laptop computers to maintain reliable and
secure technology for City staff. Equipment is
replaced based on lifecycle and operation needs.

The last replacement was done Spring of 2018.

These funds will be used to replace fully depreciated
equipment. IS CP9799 - - N/A 545,000
15 City Copier/Scanners Replacement: Routine
replacement of City copiers and multi-function
devices (MFPs) to ensure reliable document
management and printing services across
departments. The copiers themselves have many
moving parts, significant wear-and-tear due to usage,
and increased maintenance calls or out-of-service
issues. There are approximately 70 of these devices.

These funds will be used to replace fully depreciated
equipment. IS EQ0067 - - N/A 300,000
16 Communication Network Replacement: Routine
replacement of core communications network
equipment to maintain system reliability and support
ongoing operations. This project ensures continued
performance of the City's network infrastructure. The
core network equipment has a 7-year replacement
cycle. These funds will be used to replace fully
depreciated equipment. IS CP8246 - - N/A 180,000
17 Network Printer Replacement: Routine replacement of
departmental network printers to maintain reliable
printing capabilities and support daily operations.

These funds will be used to replace fully depreciated
equipment. IS CP8248 - - N/A 75,000
$ 506,000 $ 1,242,000 $ 645,000 $ 360,000 $ 1,040,000 $ 875,000 Notes: Multi-funded means this is only this fund's portion of the total amount budgeted. These projects are funded from multiple sources and the full budget is shown in the "Multi-Fund 301".

Information Services - 511 (5110) - Continued
2026/27 - 2031/32 Capital Improvement Program
37

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Attachment A: Summary of Proposed Capital Projects by Fund 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Beginning Cash Balance 0 0 0 0
Funds Set-aside for Capital 1,500,000 0 0 0 0 0
Capital Improvements (1,500,000) 0 0 0 0 0
Total Resources Available for Future Projects 0 0 0 0 0 0 # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
1 Downtown Sidewalk Repair Project: This ADA
(American with Disabilities Act) project focuses on the design and construction of improvements to tree wells
and sidewalks in the downtown area. Current
conditions in the downtown area include uneven
sidewalks and tree wells that create barriers to
accessibility, particularly for individuals with
disabilities. The project addresses these deficiencies
through targeted improvements, including concrete
shaving, sidewalk removal and replacement, and tree
removal or grinding where necessary. Multi funded
project total of $2.85M. $1.35M from CDBG funds
(311) and $1.5M from Risk (551).

Eng CP0618 - - B32 1,500,000
$ 1,500,000 $ - $ - $ - $ - $ -
Notes: Multi-funded means this is only this fund's portion of the total amount budgeted. These projects are funded from multiple sources and the full budget is shown in the "Multi-Fund 301".

Risk - 551 (5510)
2026/27 - 2031/32 Capital Improvement Program
Fund Description: This fund was established to account for the City of Visalia's liability insurance and costs associated with risk-related projects. Costs are allocated to all funds that benefit from the insurance coverage provided, ensuring that risk-related expenses are distributed across City operations.

Cash Balance Summary
38

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Attachment A: Summary of Proposed Capital Projects by Fund 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
Beginning Cash Balance 16,652,400 16,549,500 16,926,300 17,262,300 17,555,200 17,302,600 Operating Revenues 5,109,300 5,361,500 5,468,700 5,578,100 5,689,700 5,803,500 Operating Expenditures (4,803,200) (4,934,700) (5,082,700) (5,235,200) (5,392,300) (5,554,100) Capital Improvements (409,000) (50,000) (50,000) (50,000) (550,000) (50,000) Total Resources Available for Future Projects 16,549,500 16,926,300 17,262,300 17,555,200 17,302,600 17,502,000 # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
1 Pre-Approved Accessory Dwelling Unit Plans: This
project is to develop two additional permit-ready
accessory dwelling units (ADUs) plan sets that can be
made available to the public free of charge to
encourage production of localized affordable housing.

The program is intended to streamline the permitting
process, reduce design costs for residents, and
encourage the development of affordable housing
within the community. This effort builds on the
Planning Division’s successful implementation of
three permit-ready plan sets approved in 2022. The
additional plan sets will accommodate sizes &
configurations that are lacking in the existing three
plan sets, specifically a medium size 750 square foot
plan and a large size 1200 square foot plan. Plan
sets will incorporate universal design standards and
elevation options. Planning New - - N/A 14,000
2 Comprehensive Fee Study: The last fee study
conducted by Zucker Systems for the Building Safety
Division was completed in June of 2000, 20 years
ago. No other fee studies were conducted within the
other divisions of the department. Despite increases
in the Consumer Price Index (CPI) and operating
salaries and expenses, the Building Division has
frozen permit fees over the past 3 fiscal years. The
Building Safety Division currently maintains a positive funding balance. The fee study would include permit
fees for plan check and inspection times. In addition,
the Planning Division and Development Engineering
Services will be included since both divisions directly support and affect the issuance of building permits to
the public, contractors and developers.

BLDG CP0431 - - N/A 300,000
Building Safety - 401 (4010)
2026/27 - 2031/32 Capital Improvement Program
Fund Description: This fund is derived from Building Safety permit fees. Cash for capital projects is provided from the operating budget on an "as needed" basis.

Cash Balance Summary
39

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Attachment A: Summary of Proposed Capital Projects by Fund # Project Description (100 word limit) Dept Project #
(or "new")
Budget
Impact
Map
Ref 2026-27 2027-28 2028-29 2029-30 2030-31 2031-32
3 Annual Accela Upgrades: Provide for custom permit
reports, additional permit types, and advancements in
online permit services to improve permit processing
within the Accela building permit system. Report and
permit creation will need to be outsourced to become
compatible with current program.

BLDG New - - N/A 50,000 50,000 50,000 50,000 50,000 50,000 4 Permit System Upgrade: Permit system upgrade to
ensure the systems in place meet industry standards
and capture all technological advancements within the
area of permit processing and inspections. Building
Safety will explore options to expand existing modules
in Accela. BLDG New - - N/A 500,000
5 Replace 4-Door Sedan
Budget Year / Unit / Year / Age / Miles
2026-27 / 320208 / 2006 / 20 / 91,610 BLDG New - - N/A 45,000 $ 409,000 $ 50,000 $ 50,000 $ 50,000 $ 550,000 $ 50,000 Notes: Multi-funded means this is only this fund's portion of the total amount budgeted. These projects are funded from multiple sources and the full budget is shown in the "Multi-Fund 301".

Building Safety - 401 (4010)
2026/27 - 2031/32 Capital Improvement Program
40 41
42 CITY OF VISALIA
Vehicle Policy
Purpose
The purpose of this Policy is to establish rules and procedures for the purchase and use of vehicles by all City of Visalia employees.

Table of Contents
A. Policy Modification and Maintenance
B. Scope of Policy
C. General Provisions
D. Assignment of City Vehicle

1. Request for Assignment of City Vehicle

2. Criteria for Permanent Day Use Assignment

3. Criteria for Permanent Around-The-Clock Assignment

4. Geographic Boundary for Permanent Around-The-Clock Assignment

5. Requesting Permission to Take Home City Vehicle

6. Internal Revenue Service Requirements

7. City Pool Vehicles

8. Appropriate Usage of City Vehicles

9. Reporting Requirements for Personal Use of City Vehicle E. Use and Reimbursement of Personal Vehicles

1. Criteria for Use of Personal Vehicles

2. Usage of Personal Vehicles

3. City Radio Equipment in Personal Vehicles

4. Reimbursement for Use of a Personal Vehicle

5. Reporting Requirements for Mileage Reimbursement

6. Internal Revenue Service Reporting Requirements

7. Incidental Expenses

8. Exceptions Due to Compensation Agreements
F. Collision Reporting Requirements

1. Reporting Requirements

2. Accident Review Committee
G. Use of Rental Vehicles
H. Vehicle Purchase and Replacement

1. Evaluation of Existing Vehicles

2. Purchase of Budgeted Vehicles

3. Vehicles not Authorized in the Budget

4. Air Quality Considerations

5. Alternative Fuel/Hybrid Vehicles

6. Disposition of Vehicles that have been Replaced
43 City of Visalia Vehicle Policy – July 2019
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I. Appendixes
Appendix A: Request for Authorization to Take City Vehicle Home Appendix B: Anticipated Useful Life of Vehicles and Equipment Appendix C: Vehicle Purchase Authorization Form
Appendix D: Vehicle Evaluation Form
Appendix E: Monthly Business-Personal Travel Log
Appendix F: Vehicle or Property Accident Report Form
44 City of Visalia Vehicle Policy – July 2019
3 of 20
A. Policy Modification & Maintenance
This policy may be amended at the direction of the City Manager. Amendments shall become effective immediately unless otherwise noted. This policy is used as an internal control document. As such, it should be reviewed as needed, but no less than biannually as a part of the Budget Preparation process to include any changes or additions necessary. This policy, in its most current adopted form with all appropriate amendments and attachments, shall be included in the City of Visalia Administrative Policies.

Situations will occur in which strict application of this policy may be either operationally or economically inefficient or inappropriate. Exceptions to this policy shall only be made as approved by the City Manager.

B. Scope of Policy
All employees using a personal vehicle for City business, a rental vehicle for City business, or a City vehicle at any time are subject to this policy.

C. General Provisions
The following provisions shall apply to the use of any motor vehicle for City business:
a. For City-owned vehicles, the City shall maintain safe, reliable and economical transportation as required for City employees to conduct City business. b. Any City employee who operates a City vehicle on a public roadway must possess a valid California Driver’s License of the proper class for the vehicle being operated, as defined by the California Vehicle Code. c. It is the employee’s responsibility to immediately inform the City of any changes in the status of their California Driver’s License or any restrictions placed upon that license by the California Department of Motor Vehicles. d. As required by California Insurance Code §11580.1b, the driver of any private vehicle used for City business shall maintain the following minimum liability insurance on that vehicle.
 $15,000 for injury/death to one person
 $30,000 for injury/death to more than one person
 $5,000 for damage to property
Liability insurance compensates a person other than the policy holder for personal injury or property damage. Comprehensive or collision insurance does not meet vehicle financial responsibility requirements. e. City vehicles shall only be used for City-related business unless otherwise authorized by the City Manager.
f. Each City employee who is assigned a City vehicle is responsible for that vehicle being maintained in a clean condition and to ensure that routine maintenance and safety checks on that vehicle are conducted in a timely fashion.
g. Employees required to operate City vehicles or personal vehicles for City business will be enrolled by the City in the California Department of Motor 45 City of Visalia Vehicle Policy – July 2019
4 of 20
Vehicle Employer Pull Notice Program.
h. City owned and privately owned vehicles used for City business shall be operated in a manner consistent with all safety and legal requirements of the City of Visalia, State of California and, as appropriate, the federal Department of Transportation.
i. The driver of a motor vehicle used on City business should verify that the vehicle is in good operating condition before embarking on a trip. j. Costs of repairing damage to City vehicles resulting from willful misconduct or gross negligence by the employee having custody of the vehicle at the time of the damage may be recoverable from the employee at the option of the City. k. Damage sustained to a personal vehicle while being used for City business shall be the responsibility of the employee/owner.
l. Any citation or arrests while operating a City vehicle or a personal vehicle on City business are the personal responsibility of the employee. The employee will not attend court appearances, traffic school or resulting DMV appointments on City time for such citations and arrests and must arrange such appearances by taking appropriate time off. Any judgment of acquittal or guilt sentence handed down by the court will be satisfied by the employee alone. All fines and court costs, to include subpoena of witnesses and/or attorney fees, if any, are also the sole responsibility of the employee, unless it is the direct result of negligence by the City in furnishing a vehicle designed for, but not properly equipped or negligently maintained for, use on a public roadway.
m. Any City employee who receives a citation while operating a City vehicle or a personal vehicle while on City business shall report same incident immediately to his/her supervisor. The supervisor shall give written notification to the Department Head with a copy to the Risk Management Division.
n. Employees must obey all laws while operating a vehicle during work time or for City purposes. Employees shall refrain from using a cell phone without a hands free device; texting or using email on a cell phone or other device while driving; and engaging in any other activity prohibited by law or that distracts the driver from safely driving, whether or not a citation has been issued.
o. The operator of any vehicle used on City business shall ensure that seat belts are available for and used by the driver and all passengers in the vehicle. p. Employees shall not, under any circumstances, operate a City vehicle or a personal vehicle on City business when any physical or mental impairment causes the employee to be unable to drive safely.
q. Department Heads will take the appropriate steps to have take-home vehicle privileges suspended from any employee that has been off work or on light duty for a period of time longer than two weeks.
r. Employees and passengers shall not smoke cigars, cigarettes or use any other tobacco product including but not limited to smokeless tobacco, ecigarettes and vaporizers, while riding in or operating a City vehicle. 46 City of Visalia Vehicle Policy – July 2019
5 of 20
D. Assignment of City Vehicles

1. Request for Assignment of City Vehicle
New ongoing vehicle assignments – assignment of a new vehicle made to individuals who have not previously been assigned a City vehicle – shall be made through the City’s annual Capital Improvement Program process for acquiring additional vehicles.

2. Criteria for Ongoing Day Use Assignment
Criteria for ongoing day use assignment of a City vehicle to an individual shall include one or more of the following:
a. Duties requiring frequent daily travel between crews, job sites and offices. b. Need for frequent use of special tools or equipment. c. Vehicle use required for more than one-half of the employee’s daily work assignment.
d. Job utilization for an average of 650 miles per month or more.

The evaluation process, as discussed in section H.1. a & b of this policy, should be used by each department to determine that vehicles assigned continue to meet the criteria of this section. Vehicles no longer meeting these requirements should be returned to the Fleet Division for reassignment.

3. Criteria for Ongoing Around-the-Clock Assignment and On-Call Assignment Criteria for ongoing around-the-clock (take home) assignment of a City vehicle to an individual shall include one or more of the following:
a. The employee must and routinely does, respond to after-hours emergencies one or more times per week, using a specially-equipped vehicle.
b. The employee provides off-duty field supervision or attends off-duty business-related meetings on the City’s behalf three or more times per week.
c. The employee is required to begin work at a location other than the permanent work station more than 50% of the annual working days. d. Inadequate parking space at City facility.
e. Police Officers assigned a Personalized Patrol Vehicle (PPV) or Personalized Unmarked Vehicle (PUV). (Please see Visalia Police Department Policy Manual – Policy 705.)
f. Special circumstances determined by the Department Head which require an employee to be on call and respond after hours.

4. Geographic Boundary for Ongoing Around-the-Clock Assignment and On-Call Assignment
47 City of Visalia Vehicle Policy – July 2019
6 of 20
a. Ongoing around-the-clock assignments and on-call assignments of a City vehicle are limited to City of Visalia employees who reside within the Visalia squared off, or fully justified, urban area boundary. b. As of the effective date of this policy, the City confirms the following boundary lines for the maximum distance assigned vehicles can be driven home:

Northern boundary line - Ave 336
Southern boundary line – Ave 256
Eastern boundary line – Road 160
Western boundary line – Road 52
These boundaries were established by squaring off or fully justifying the existing outer boundaries of the City’s urban boundary line. If the urban boundary lines are extended further outward in the future, as the city grows, this will automatically expand and reestablish the corresponding vehicle take home boundary lines as well.
c. Department Heads may request an exception that allows a City vehicle to be driven to an employee’s residence outside the established boundaries for ongoing or temporary around the clock assignment of a vehicle.

Justification for the waiver must be provided on the appropriate form and approved by the City Manager.

5. Requesting Permission to Take Home City Vehicle
Fill out the City form entitled “Authorization to Take a City Vehicle Home,” and submit the completed form to the Fleet Division*. Add any comments to this form that are appropriate to be considered in this decision.

The completed form will be reviewed by the Fleet Division and forwarded to the employee’s immediate supervisor after the comments and information added to the form are verified.

After the approval or disapproval of the supervisor, the form will be routed to Department Head, who may approve or deny the request. If approved by the Department Head, the form will be forwarded to the City Manager for final approval or disapproval.

There is no appeal to this process.

The completed form will then be filed in the Fleet Division’s vehicle file and copies of the finalized form returned to the Department Head and the employee.

Each time an employee’s assignment changes, a new authorization to take a city vehicle home form must be submitted for review through the above protocol.

Employees living outside the take-home vehicle boundary lines who are authorized to take home a vehicle must file the “Authorization to Take a City Vehicle Home” form annually*.
(*Exception: Public Safety Officers assigned take home Public Safety Vehicles which qualify for tax exemption under section 6.c. of this policy, will follow the guidelines of their departmental take home vehicle policy. Tax exempt Public Safety vehicles do not require submittal of this form to fleet.) 48 City of Visalia Vehicle Policy – July 2019
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6. Internal Revenue Service Requirements
The IRS requires that any employee who uses a City vehicle around the clock will pay taxes on the personal use of the take-home vehicle. The value of the personal use is determined as follows.
a. The employee shall maintain a log of all personal use, including to and from work.
b. The log will be completed and sent to payroll annually by December 15th for the January 1st-December 31st time period. Mileage for December 16th-31st may be estimated and any variance between the estimated and actual mileage provided to payroll by the 5th work day of the following January.
c. Annually, payroll will calculate the vehicle’s lease value and charge the personal usage percentage of the vehicle’s lease value plus a per mile gasoline charge to the employee as taxable income. This amount will be added to the employee’s W-2.

Some public safety vehicles are exempt from IRS regulations as a working condition fringe benefit. To qualify for this exemption, all of the following requirements must be met.

Marked Public Safety Vehicles

1. The vehicle must be clearly marked with insignia or words which make it clear that it is a public safety vehicle. A marking on a license plate is not clear marking for this purpose.

2. The vehicle must be required to be used for commuting by a public safety officer, as defined in section 402 (I)(4)(C) who, when not on regular shift, is on call at all times. Section 402 (I)(4)(C) defines public safety officer as “an individual serving a public agency in an official capacity, with or without compensation, as a law enforcement officer, a firefighter, a chaplain, or as a member of a rescue squad or ambulance crew.”

3. Other than commuting, personal use of the vehicle outside the limit of the public safety officer’s obligation to respond must be prohibited by the governmental unit.

Unmarked Public Safety Vehicles

1. The driver of the vehicle must be a law enforcement officer, as defined in 26 CFR part 1, ¶. 3 Section 1.274-5 ¶ (k)(6)(ii), which requires the driver to be employed on a full-time basis by a governmental unit that is responsible for the prevention or investigation of crime involving injury to persons or property (including apprehension or detention of persons for such crimes), and be authorized by law to carry firearms, execute search warrants, and to make arrests (other than merely a citizen’s arrest), and to regularly carry firearms (except when it is not possible to do so because of the requirements of undercover work). The term “law enforcement officer” may include an arson investigator if the investigator otherwise meets these
requirements.
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2. Take home usage (commuting) must be authorized due to the need to report directly from home to a stakeout or surveillance site, or to an emergency situation.

3. Any personal use of the vehicle (commuting) must be authorized by the City of Visalia.

Police vehicles qualifying under this section as a working condition fringe benefit will follow the guidelines of the City of Visalia Police Department’s Personalized Patrol Vehicles Policy (Please see Visalia Police Department Policy Manual – Policy 705.)
Personal use of Public Safety vehicles which does not meet the requirements for a working condition fringe benefit will be added to the employees W-2 as required by the IRS and outlined above and must be approved as outlined in section 5 above.

7. City Pool Vehicles
At the discretion of the City Manager and the Public Works Director, a small motor pool of City vehicles may be maintained by the Fleet Division for an employee’s temporary use. Use of pool vehicles shall be subject to the following provisions:
a. A request for extended use of a pool car (five working days or longer) must be approved by the Fleet Supervisor.
b. Use of a pool vehicle may be granted to an employee with Department Head approval, on a one-day basis, when the employee is on emergency call, must attend a business-related activity or begin work at a location other than the permanent work station.

8. Appropriate Usage of City Vehicles
Use of a City vehicle by any City employee shall be subject to the following:

City owned vehicles shall not be used to transport any passengers other than authorized City employees on official City business or persons directly related to the official City business being conducted (i.e. speakers, consultants, contractors, other conference attendees, etc.) with the following exceptions:
a. Incidental transporting of children, during off duty time, to and from child care or school while driving to and from the workplace;
b. Transportation of person or persons in the event of an accident or other emergency;
c. Incidental transporting of others in public safety vehicle while responding to an incident from off-duty status.

9. Reporting Requirements for Personal Use of City Vehicle Any personal use of a City take-home vehicle shall be promptly reported to payroll. For each such use, the operator shall document the date driven, destination from and to and total miles for the trip. This reporting shall satisfy the requirements of the IRS. Again, certain public safety vehicles may be exempt from this requirement. (Please see, D. Section 6. Internal Revenue Service Requirements.)
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E. Use & Reimbursement of Personal Vehicles

1. Criteria for Use of Personal Vehicles
Authorization to use a personal vehicle for conducting City business may be granted when it is in the best interests of the City. Personal vehicle use may be recommended by the Fleet Supervisor with the concurrence of the Department Head, when the Fleet Divisions cost records indicate that the replacement or the continued usage of certain vehicles is not cost effective in comparison with established vehicle allowances, or when usage of a vehicle is required to perform job assignments but such usage does not meet the criteria for assignment of a City vehicle. Personal vehicle use may be rescinded when usage of the personal vehicle for City business exceeds 650 miles per month for a one-year period. A City vehicle may then be provided with the concurrence of the Department Head.

The Fleet Supervisor shall re-examine usage patterns when an incumbent leaves and develop a vehicle-assignment recommendation for the Department Head.

2. Usage of Personal Vehicles
a. All City employees utilizing a personal vehicle for City business shall be familiar with and shall comply with the provisions listed under Section C.

General Provisions and with all other requirements of this policy. b. Employees utilizing a personal vehicle for City business shall maintain the vehicle in a clean and safe operating condition.
c. Registration and insurance requirements for personal vehicles used for City business shall be the sole responsibility of the owner and operator.

Any personal vehicle used by a City employee for City business shall have current vehicle registration.

3. Reimbursement for Use of a Personal Vehicle
Employees who must operate their personal vehicle while performing City business shall be reimbursed for such use at the current rate established by the Internal Revenue Services (IRS).

Department Heads not assigned a take-home vehicle are provided with a monthly vehicle allowance. This allowance is intended to cover the full cost of operating a personal vehicle for business purposes within a 75 mile radius of the City of Visalia. For business trips outside this 75 mile radius, the first and last 75 miles of the trip (150 miles total) will not be eligible for mileage reimbursement.

4. Reporting Requirements for Mileage Reimbursement
Any employee receiving reimbursement for mileage driven on City business shall submit a Request for Check form and a completed Monthly Business-Personal Travel Log to the Finance Accounts Payable desk. The City operates an accountable plan as outlined in IRS Publication 463 for mileage and travel reimbursements and as such, mileage reimbursements are not taxable to the employee. No reimbursement shall be made without submittal of the log. The Monthly Travel Log shall include the date driven, destination from and to, reason for the trip and total miles driven for each trip.

An employee who pays for fuel with a City credit card while operating their personal vehicle on City business shall deduct that amount from their reimbursement request.
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5. Internal Revenue Service Reporting Requirements
Any employee who receives a monthly vehicle allowance will have that amount added to their W-2 Form. The IRS will accept the Monthly Business Travel Log as adequate accounting. Employees may wish to keep additional cost receipts for fuel, oil, parts and maintenance should expenses exceed reimbursement and the amount of business mileage is adequate to amount to a legitimate business expense.

6. Incidental Expenses
Employees shall be reimbursed for parking, toll fees and similar incidental expenses incurred while traveling on City business. This shall be in addition to any mileage reimbursement or monthly vehicle allowances.

7. Exceptions Due to Compensation Agreements
The City Manager shall be provided transportation or a vehicle allowance as negotiated and approved by contractual agreement with the City Council.

F. Collision Reporting Requirements

1. Reporting Requirements
The driver involved in an accident while operating a City vehicle and/or their supervisor must do the following:

Immediately:
a. Contact Risk Management immediately, regardless of whether injury or damage has occurred or whether a Police Report is filed. b. Report the accident to the Police Department, which will create a police report whenever damage to another vehicle, damage to the City vehicle, damage to private or City property, or injury is involved. (If the traffic collision involving a City vehicle occurs in a jurisdiction outside the City of Visalia and that jurisdiction refuses to take an accident report, a counter traffic collision report should be obtained at the earliest convenience at the Visalia Police Department.)
c. The driver must notify their supervisor.

By the end of the following working day:
a. Complete a City of Visalia Vehicle or Property Accident Report (Appendix F) and forward to the City Safety Officer and Risk Management. b. Have damage to vehicle assessed by Fleet Division management.

2. Accident Review Committee
Once a Vehicle Accident Report Form is received, Risk Management will provide copies of the Accident Report and the Police Report (when available) to the City Safety Officer. The City Safety Officer shall then convene the Accident Review Committee who shall be responsible for determining whether the employee was at fault, in whole or in part, for the accident. The Safety Officer shall then provide a copy of the Accident Review Committee’s report to Risk Management, the employee’s Department Head, and Human Resources. All departments shall participate in the City’s Accident Review Committee facilitated by the Safety Officer, regardless of whether it also utilizes an internal review procedure. 52 City of Visalia Vehicle Policy – July 2019
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G. Use of Rental Vehicles
Whenever possible and absent compelling reasons for doing otherwise, employees shall use the most economical and appropriate mode of transportation available when conducting City business. Employees traveling out of town for City business shall evaluate the total cost of alternative modes of transportation and choose the one that is the most efficient, effective and appropriate. All other things being equal, the alternative with the lowest cost shall be chosen.

H. Vehicle Purchase and Replacement

1. Evaluation of Existing Vehicles
a. At a minimum, each department should review its assigned fleet vehicles during the preparation of the City of Visalia bi-annual budget. b. Operational Cost Analysis reports are available from the Fleet division, which provide the following information to assist in evaluation of vehicles:

1. Vehicle Year

2. Vehicle City Identification Number

3. Vehicle Mileage at last service

4. Vehicle Mileage driven in the previous 12 months

5. Fuel Cost Year-to-Date and Life-to-Date

6. Preventative Maintenance Costs

7. Repair Costs
c. Vehicles will be scheduled for replacement by the department when they are projected to reach the end of their useful lives (age and mileage), as defined in the Vehicle Replacement Guidelines summarized in Appendix B. d. Departments will submit Capital Budget requests according to the replacement schedule for their assigned vehicles.
e. Replacement of vehicles which have not reached the age and mileage estimated for their useful lives in the Vehicle Replacement Guidelines must have significant justification. Factors to be considered for early replacement of a vehicle are:

1. Age significantly in excess of guidelines

2. Mileage significantly in excess of guidelines

3. Damage to vehicle/vehicle condition

4. Repair costs (not including preventative maintenance) in excess of annual depreciation

5. Compliance Issues (for example: smog requirements)

6. Full vehicle use not reflected by mileage (for example: K-9 patrol units)
f. Vehicles Requested for replacement before the end of their useful lives (as estimated in the Vehicle Replacement Guidelines) are required to have a completed Fleet Division Evaluation attached to the request.

2. Purchase of Budgeted Vehicles (Replacements and New Fleet Additions) a. Department Responsibilities

1. If replacement, schedule the vehicle being replaced for an evaluation by the Fleet Division. If an evaluation was completed for budget submission, use that one.

2. Contact Purchasing if assistance is needed to prepare vehicle specifications (specs). This information is also available on internet car purchasing sites. Please do not contact dealerships. 53 City of Visalia Vehicle Policy – July 2019
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3. Complete Department Portion of Vehicle Replacement/Purchase Authorization Form, attach vehicle specs and send to the Fleet division for review. Once received back from the Fleet division, attach to Purchase Requisition.
a. If purchase is a replacement, and specifications do not materially match the vehicle being replaced, prepare a memo justifying and requesting the change and attach a copy of the memo to the Vehicle Replacement/Purchase Authorization form for review and approval. (Note: Approval to replace or upgrade Public Works vehicles with a different class or trim of vehicle must be approved by the Finance Director and a second
Department Head other than the Public Works Director.

4. Complete Purchase Requisition Form and submit to Purchasing. b. Fleet Division Responsibilities

1. Complete Vehicle evaluation and forward to requesting department.

2. Complete the Fleet Divisions portion of Vehicle
Replacement/Purchase Authorization Form, including review of specs and forward to requesting department.

3. Take delivery of new vehicle and assign to department.

4. Remove replaced vehicle from service and start disposition of vehicle process.
c. Purchasing Responsibilities

1. Assist with preparation of vehicle specs, if needed.

2. Obtain price comparison information in accordance with the requirements of the COV purchasing policy.

3. Issue purchase order and place order with vendor.

3. Vehicles Not Authorized in the Budget
a. Department must prepare a memo to the City Manager justifying and requesting approval for the purchase. A copy of the memo, approved by the City Manager, must be submitted to Purchasing with the purchase requisition. b. Complete all items listed for purchase of budgeted vehicles.

4. Air Quality Considerations
In recognition of the region’s air quality challenges and the City Council’s pledge to reduce greenhouse emissions, the lowest-emission vehicles shall be purchased and used to the extent possible, while taking into account the vehicle’s life-cycle costs and the ability to support City operations and services.
a. The California Air Resources Board www.DriveClean.ca.gov and the U.S. EPA www.epa.gov/greenvehicles websites shall be utilized to evaluate the lowestemission vehicles. b. Vehicles of a smaller class size should be selected whenever possible to achieve increased mileage and lower emissions while meeting City’s operational requirements.
c. Sport utility vehicles (SUVs) will not be purchased unless justified by the work assignment, verified by the Department Head and when the purchase of an SUV represents a change in vehicle class, approval in accordance with section H.2.a.3 of this policy.

5. Alternative Fuel/Hybrid Vehicles
Alternative fuel/hybrid vehicles should be integrated in the City Fleet when possible. 54 City of Visalia Vehicle Policy – July 2019
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The intangible factors of cleaner air and the City’s leadership role in bringing about acceptance to clean air technology in this region must be considered when choosing the appropriate vehicle for purchase. The Fleet Division will review each vehicle purchase and make recommendations on the availability of an alternative fuel or hybrid vehicle that satisfies the requirements of each vehicles assignment. This recommendation will be included in the Fleet Divisions portion of the Purchase Authorization Form.
a. Factors to be considered in the Fleet Divisions recommendation are:

1. The City’s stated goal of purchasing alternative fuel/hybrid vehicles whenever they meet the needs of the vehicle’s anticipated assignment.

2. The assigned use/specs of the vehicle being purchased.

3. Availability of alternative fuel source. No vehicle shall be considered to meet the description of an alternative fuel/hybrid vehicle when the alternative fuel source is not reasonably expected to be used, or available. The City will not pay a premium for alternative fuel/hybrid vehicles which cannot or will not be used as such.

4. Premiums charged for alternative fuel/hybrid vehicles which greatly exceed the projected fuel savings and/or intangible benefits over the useful life of the vehicle.

5. Additional maintenance/parts costs estimated over the useful life of the vehicle if alternative fuel/hybrid vehicle is purchased.

6. In-house ability to maintain and repair the appropriate alternative fuel/hybrid vehicle. This analysis shall include evaluation of vehicle warrantees which would preclude the need for in-house maintenance such as the California Partial Zero Emissions Vehicle (PZEV) 15 year / 150k mile emissions-related parts and 10 year energy storage device warrantee.

6. Disposition of Vehicles That Have Been Replaced
In some situations, a vehicle turned-in by one department may have a useful application in another department, thus, postponing the purchase of a newer vehicle in the other department for one or two years. When vehicles are turned in for a replacement, the Fleet division will determine whether or not the vehicle should be recycled for use in a lighter duty assignment. This decision will be made by the Fleet Supervisor and may be appealed by the Department Head to the City Manager.

Recycled vehicles are not eligible for replacement other than by another recycled vehicle. If no alternative use is found for the turned-in vehicle, the Fleet division will sell the vehicle at auction within 60 days. Appropriate uses for recycled vehicles are:
a. To replace a previously assigned recycled vehicle.
b. For use to determine the average mileage needs of a particular vehicle assignment. Job utilization for an average of 650 miles per month or more may justify the need for a permanent vehicle assignment. (See D. Assignment of City Vehicles).
c. Light Duty assignments requiring less than 650 miles of use per month.

I. Exceptions to Vehicle Policy
Only the City Manager is authorized to make an exception to this policy. Any request for such an exception must be submitted by the Department Head, in writing, and include a justification for the request being made.
55 Appendix A
Request for Authorization to Take City Vehicle Home
Department Division Date
Vehicle # Year/Make Model
Employee Name Home Address
Check the boxes that apply:

I currently reside within the fully justified Visalia urban boundaries and request permission to take my assigned vehicle home
I currently live outside the fully justified Visalia urban boundaries and request permission to take my assigned vehicle home.

Distance outside boundaries ( ) miles.

Justification to take vehicle home:

On-Call
On-Call Supervisor
Other (Explain):
(If more space is needed, use back of form)
I have read and understand the City’s Take Home Vehicle Policy and hereby request that I be allowed to take my assigned vehicle home. I further understand that if I move from my current residence or change assignments within the City, at any time, to rescind my use of the take home vehicle pursuant to City Policy.

Employee Signature Supervisor Signature
Date Date
Department Action: Approved
If approved, provide starting mileage at the time of assignment Denied
Comments:

Department Head Signature Date
City Manager Signature Date
56 Appendix B
Anticipated Useful Life of Vehicles & Equipment
Description Years Miles
Sedans (Non-Emergency Response) 10 125,000
Sedans (Emergency Response – unmarked) 10 115,00
Sedans (Emergency Response – marked) 9 110,000
Sedans (Emergency Response K-9 units) 7 75,000
Pickups 1 ton and under 1 125,000
Sport Utility Vehicles 10 125,000
Vans 1 ton and under 10 125,000
Motorcycle (Police) 6 60,000
Special Use Vehicles/Equipment:

Fire Apparatus (Front Line) 17 *
Fire Apparatus (Reserve) 20 *
Trucks over 15,000 GVW 12 *
Solid Waste Trucks 10 *
Heavy Equipment 12-15 *
*Special Use Vehicles and Equipment which have been fully depreciated should be evaluated annually by the Fleet department to determine whether or not replacement is necessary
57 Appendix C
Vehicle Purchase Authorization Form
To be Completed by Requesting Department
1: Vehicle To Be Purchased
Make: Model: Fund/Division:

CIP Account # Budget Amount: Requested By: (Print Name & Initial) New Vehicle Specifications: (if more space needed – attach pages) 2: Vehicle To Be Replaced: (To be completed for replacement vehicles only) Vehicle #: Make: Model:

Year: Mileage: Annual Miles Driven:

Annual Preventative Maintenance Costs: Repair Costs Life-To-Date:

To be Completed by Fleet
3: Fleet Recommendations:

1. Does current vehicle meet Policy guidelines for replacement? Yes No N/A

2. Does vehicle evaluation justify replacement? Yes No N/A

3. Replacing with same class of vehicle? (If “no” attach memo) Yes No N/A

4. Requested Vehicle Specifications Approved? Yes No

5. Alternative Fuel/Hybrid/Low-emission vehicle available for these specifications? Yes No
Recommended Alternative Fuel/Hybrid/Low Emission Vehicle: Make / Model / Recommended Fuel System

6. Is a recycled vehicle available for this use? Yes No Recommended Recycled Vehicle: Make / Model / Vehicle Number

7. Is a used Enterprise department vehicle available for this use? Yes No Recommended Enterprise Vehicle: Make / Model / Vehicle Number

4. Approvals:

Department Head Approval: Date:

Fleet Supervisor Approval: Date:

Public Works Director Approval: Date:

Finance Director Approval: Date:
58 Appendix D
Vehicle Evaluation Form
Vehicle Description:

Vehicle #: Make: Model:

Year: Mileage: Completed By: (Print name & Initial)
Rating Guide: (1-10) 1=Excellent to 10=Unserviceable; (1-5) 1=Excellent to 5=Unserviceable Rating
1-10 Component: (Comments)
Engine:

Transmission/Differential:

Power Take off:

Chassis Outside: (including tires, brakes & windows)
Rating
1-5
Component: (Comments)
Suspension System:

Cooling System:

Steering System:

Vehicle Interior:

Total Scoring Key:

Heavy Equipment: 0-15= Excellent, 16-30=Good, 31-45=Fair, 46-60=Poor Light Equipment: 0-11=Excellent, 12-25=Good, 26-37=Fair, 38-50=Poor 59 Appendix E

CITY OF VISALIA

MONTHLY BUSINESS-PERSONAL TRAVEL LOG
DATE: FOR MONTH OF Year
NAME:

DEPARTMENT:

INSTRUCTIONS:

DESTINATION: Name of place – NOT address
REASON: Brief explanation of trip
ODOMETER: Begin/End – round off to nearest mile
TOTAL MILES: Total miles for each entry
NET AMOUNT: Grand total miles x allowed reimbursement
(Example: 100 miles x $.545 = $54.50)

ORIGINAL TO FINANCE COPY TO DEPARTMENT

DATE DESTINATION & REASON BEGINNING

ODOMETER
ENDING

ODOMETER
TOTAL
MILES
-
-
-
-
-
-
-
-
-
-
-
-
-
-
GRAND TOTAL MILES:

MULTIPLY BY MILEAGE REIMBURSEMENT RATE
Note: Check the current rate
NET AMOUNT $

FOR FINANCE DEPT USE ONLY
VENDOR #
BATCH #
CLAIM #

CHECK REQUEST
DATE:

ACCT NO:

NET AMT: $
REQ BY:

APRVD BY:

Signature
Authorized Signature
60 Appendix F

VEHICLE OR PROPERTY ACCIDENT REPORT
Form must be filled out completely and signed by Driver and Supervisor Date:

City Employee Involved:

Name:

Date of Accident:

Time:

Supervisor's Name:

Department/Division:

Was a police report made?
Were photographs taken?
Are photographs attached?
DOT drug/alcohol test required?
If yes, was the test done?
Accident Information:

Address or cross streets:

Weather Conditions:

Site Description/Conditions:

Equipment in Accident
Equipment (Front Load, etc.)
Vehicle Equipment #
Equipment Malfunction?
If Yes, please describe
Filled out by employee or supervisor:

Other Party (add sheets as needed)
Name:

Home Address:

Driver’s License No.

Vehicle License No.

Were there any injuries?
If Yes, name(s) of injured:

Witnesses/Other Employees Involved
Name/Phone
Name/Phone
Name/Phone
Name/Phone
61 Appendix F

VEHICLE OR PROPERTY ACCIDENT REPORT
Type of damage (describe damage to vehicles and/or property):

Accident Description (list events leading up to and when accident/incident occurred):

Location of Accident:

Please use the space below to draw a diagram of the accident or incident area.

Show street names and directions vehicles/equipment were going or location parked.

Driver's statement: I have reviewed this report and I declare that the information I have provided is honest and truthful and I have included all pertinent information. I understand that this accident/incident will be investigated and/or reviewed by my department and the City Safety Officer to determine if it meets the criteria for an accident review. I understand this accident will be investigated before and/or after the accident review meeting. I know that if I have any questions about the accident investigation or review process that I may contact my supervisor or the Safety Officer.

Driver's Signature:

Supervisor's Signature:
62 Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0750 Agenda Date: 4/6/2026 Agenda #: 2.

Agenda Item Wording:

Presentation of solid waste electric truck pilot - Presentation of staff recommended solid waste electric truck pilot and comparative analysis.

Agenda Date: 04/06/2026
Prepared by: Jason Serpa, Public Works Manager, 713-4533, [email protected]; Nick Bartsch, Public Works Director, 713-4052, [email protected] Department Recommendation: Staff recommends that the City Council receive the presentation on the Solid Waste Division’s recommendation of a pilot electric solid waste truck.

Summary:

Due to mandated regulation of future heavy-duty fleets in California, staff has worked diligently towards solutions that can help satisfy the State requirements and protect the City’s resources. After extensive research and demos of electric solid waste trucks, coupled with the current opportunities presented by grants to lower the initial capital cost, staff are recommending a pilot electric solid waste residential side loader truck. Staff feels the timing of the available grant dollars and the timeline to implement electric heavy-duty vehicles, gives the City a runway to pilot and test a selected truck for long-term viability.

Background Discussion:

The State of California and the California Air Resources Board have mandated that State and local agencies begin converting their heavy-duty fleets to zero-emission beginning January 1, 2024.

Currently, there are effectively two options, battery-electric and hydrogen fuel cell vehicles.

Unfortunately, low-emission Compressed Natural Gas (CNG) does not qualify towards meeting the mandated regulation. Due to the lack of hydrogen fuel-cell vehicles entering the market, batteryelectric technology is currently the only commercially available and logistically feasible option in the market today. City staff recognize the immediate need to pilot an electric solid waste truck for a longterm benefit of testing, while also developing a possible strategy and pathway to successfully satisfy the Advanced Clean Fleets (ACF) requirements.

Historically, the City of Visalia Solid Waste Division has procured a mix of CNG and diesel fueled vehicles to replace or grow the solid waste fleet. Due to the zero-emission regulations in the State of California, the City began the process of researching alternative fuel vehicles, and subsequently, the viability and affordability of purchasing an electric solid waste truck. Staff took the approach of studying various types of electric truck products available for sale, then coming to a recommendation based on the performance and future ownership costs of the vehicle.

After reviewing products from multiple battery-electric truck manufacturers and being able to demo several trucks on the City’s routes, one manufacturer performed better than its competitors. Due to Visalia City Council Page 1 of 5 Printed on 4/2/2026
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File #: 25-0750 Agenda Date: 4/6/2026 Agenda #: 2.
several trucks on the City’s routes, one manufacturer performed better than its competitors. Due to the ease of operation, purpose-built design for reduced maintenance and equipment longevity, and perhaps most importantly, battery efficiency, the McNeilus/Volterra is the preferred option, having the ability to perform the same duties as the City’s current internal combustion-powered equipment.

With any new technology or product, there is a need to do due diligence by contacting other cities and private operators that are running the specific electric truck product staff is considering.

Additionally, the specific truck under consideration was tested for 2 full days onsite so that Solid Waste staff along with Fleet Maintenance personnel could weigh in on the truck’s capabilities and/or drawbacks.

References:

Four different current operators of the McNeilus/Volterra truck were interviewed over the phone, ranging in experience from 1-2 years of running the specific equipment. It is noted that almost all the referenced operators listed below did purchase a few trucks initially for testing and now have many more trucks in the fleet and/or ordered. These operators were:

Republic Services (Huntington Beach, CA)
Pride Disposal (Sherwood, OR)
Waste Management (Sun Valley, CA)
Republic Services (Long Beach, CA)
Even though the number of trucks varied from each fleet, ranging from 2 to 10 trucks, the operators listed above all had as much real-life experience as could be expected with the new electric trucks.

They all had similar routes with an average of 1,100 - 1,250 cans, comparable to our daily loads.

The first operator staff contacted was Republic Services in Huntington Beach, CA. They have operated five (5) total trucks - (2) trucks for about a year, and (3) trucks for 10 months. They are also scheduled to receive seven (7) more within the next 12 months. Their approach was similar in that they wanted to pilot two (2) trucks before committing to more, and they have become increasingly confident in the performance of the Volterra electric truck provided by McNeilus. Staff received positive information regarding minimum downtime and the ability of the truck to replace an internal combustion counterpart.

The second contact was Pride Disposal from Sherwood, OR. This solid waste company serves a few communities in Oregon and has two (2) Volterra trucks that they have operated for 2 years. This operator, being the most experienced in terms of time with the equipment, was able to answer more detailed questions regarding technician repairs and training, in addition to information on charging stations and the portable chargers that they deployed. This contact had very specific knowledge on the McNeilus Volterra due to his extensive time rolling out the truck and testing from the beginning of procurement. They were able to articulate many nuances of the truck, including that tires (while not different than any other internal combustion-powered (ICE) vehicle) may be the most expensive regular maintenance item, as many other preventative maintenance items (like oil changes) are no longer needed. They also mentioned that other items like brakes and fluids would have a greater maintenance interval, lowering the overall cost of preventative maintenance and breakdowns as compared to ICE trucks. It was also encouraging to note that even on their worst day (including a 2- hour breakdown), their longest route (by mileage and number of pick-ups), hilly terrain, and on a 90- degree day, the truck still came in with a 23% charge on the battery. On a normal day, the battery Visalia City Council Page 2 of 5 Printed on 4/2/2026
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charge would typically end at 40% - 80%, depending on the route based on 1,100 can pickups.

Staff’s third contact, Waste Management from Sun Valley, CA, currently has nine (9) McNeilus Volterras, with eight (8) of them being side-loader operations. Their experience started in September of 2025. They stated that they have had no issues with the cab and chassis. Regarding the body, they have had typical mechanical issues pertaining to hydraulic lines and sensors, but nothing major. 7 of the 9 trucks have had no issues, and out of the two that have had any downtime for repair, the longest was two weeks. This type of downtime is not out of the norm for internal combustion trucks that the City runs, and certainly within normal timelines consistent with warranty work. The advice they wanted to impart to future users was to ensure that any new truck purchased has the latest programming to avoid the sensor issues they had on a couple of trucks. They also gave us the latest software version upgrade so we can ensure that it is completed on a truck if we decide to purchase one.

Staff then contacted a fourth operator of the McNeilus product, Republic Services in Long Beach, CA.

Even though their base was in Long Beach, they serve many communities, including school districts.

They currently run twelve (12) McNeilus Volterra trucks and expect delivery of ten (10) more within the year. Their experience with McNeilus goes back 16 months, as they received one of the first Volterras to be sold. They stated that in the first couple of months they had extreme issues regarding software that needed upgrading, and some minor hydraulic issues. After those bugs were worked out, they have been happy with the product and have experienced nearly no downtime. They did have a battery issue with the very first truck they received, which needed to have a warranty replacement of the battery pack. Overall, they are happy with the product and state that the support response they receive from their dealer is top notch, with a technician being dispatched on the same day of issue in most instances.

Even through initially testing new electric truck technology and getting good references, staff understand that with any new technology, extended testing, specific to the City of Visalia and its solid waste operation, is most valuable before a more extensive investment of converting the entire fleet and installing charging infrastructure is made. This is why staff is proposing a pilot as the best option.

The pilot would purchase one truck, put that truck into service, and observe the compatibility and comparability of operational costs. Subsequent purchases would then be evaluated and considered upon the successful performance of the pilot truck.

Service:

This type of new vehicle technology, especially specialized equipment like an electric solid waste truck, requires specialized training on the fleet service side. The local McNeilus and Volterra dealer is located in Tulare. They will be responsible for conducting service training with the City’s Fleet Maintenance technicians, including the low and high voltage training, necessary for safety around electric vehicles. This type of training is included in the purchase of the Volterra truck, including information on all necessary tooling that will need to be purchased for the service of these trucks.

Along with the specialized training for high voltage repairs, staff will need to procure specialized personnel protective equipment and supplies. Even though the costs of these items are the same as PPE that the fleet mechanics would otherwise buy for other types of battery electric equipment, it is important to acknowledge.

The City also has the option to have the local dealer perform all required routine maintenance at the cost of $1,000 per quarter, or $4,000 annually, per vehicle. These costs will be further evaluated Visalia City Council Page 3 of 5 Printed on 4/2/2026
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File #: 25-0750 Agenda Date: 4/6/2026 Agenda #: 2.
cost of $1,000 per quarter, or $4,000 annually, per vehicle. These costs will be further evaluated through the pilot to determine cost effectiveness, convenience, and efficiency.

Charging Infrastructure:

In regard to the presented pilot, staff plans to utilize Transit’s available charging station, as it has already been tested in its ability to charge the McNeilus Volterra. For longer term consideration, if the City continues with a plan of electrifying fleet operations, staff will incorporate additional infrastructure into the Corporation Yard master plan and research avenues for additional grant opportunities that exist, like Southern California Edison’s programs for infrastructure upgrades. For reference, a single level 2 charger station can run from $25,000 - $75,000, depending on existing site, and a level 3 fast charger can run up to $250,000 for a single fast charger station.

Staff also researched a backup charging unit. This unit could be utilized to charge the truck overnight, in the same manner as the Transit charging station, or used as a backup if charging infrastructure went down. This charger was quoted at $28,333.20, tax included, and is included in the cost breakdown in the financial section below.

Fiscal Impact including annual maintenance and operating costs: Even though the initial capital investment of a battery-electric-powered truck is greater than its CNG-powered equivalent that the City is accustomed to purchasing, staff have prepared a side-by-side comparison of the expected lifetime costs of the electric-powered options compared to the City’s typical internal combustionpowered natural gas vehicle. As seen below, the initial capital to purchase the electric truck is higher, but the electric truck does make strides in payback by year ten (in accordance with the City’s current vehicle replacement schedule), achieving an anticipated near equal total cost of ownership, with maintenance and fuel being the greatest in contrast. Staff would like to note that due to State requirements, diesel trucks are no longer considered a viable option to purchase and will be unavailable in the future, so it is not considered in the comparisons below. 10-year Electric VS CNG Comparison
CNG Electric Demo Electric New
Purchase Price $527,371.08 $848,035.38 $931,171.35
Initial Charger $0.00 $28,333.20 $28,333.20
Grant Dollars HVIP $0.00 ($150,000.00) ($150,000.00)
Total Purchase Price (including tax) $527,371.08 $726,368.58 $809,504.55 Estimated Repairs (related to Parts & Labor) $285,919.67 $209,035.87 $209,035.87 Estimated Preventative Maintenance $38,082.29 $19,041.14 $19,041.14 Estimated Fuel $152,433.44 $114,478.50 $114,478.50
Total Cost of Ownership (Annual) $1,003,806.48 $1,068,924.09 $1,152,060.06 Staff has been presented with two purchasing options that are shown above. The manufacturer has an electric demo truck available with 1,721 miles that could be sold to the City at a discount. It was used as a demonstration vehicle for the industry to try out and is readily available for purchase. It is identical to the new electric truck that is proposed above at the higher price point.

Possible additional grant availability:

There is a very high probability that the City would also be able to apply its previously awarded Truck Visalia City Council Page 4 of 5 Printed on 4/2/2026
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File #: 25-0750 Agenda Date: 4/6/2026 Agenda #: 2.

There is a very high probability that the City would also be able to apply its previously awarded Truck Replacement Program grant from the California Air Resources Board of an additional $128,832.00.

The use of this grant will be dependent on the type of funding that the larger HVIP grant (above) is funded from. The Truck Replacement Program grant amount is not reflected in any of the cost estimates above and will aid in further lowering the overall initial cost, if it materializes.

Prior Council Action: Council has approved Diesel and CNG truck purchases in the past for budgeted replacements and growth vehicles.

Alternatives: N/A
Recommended Motion (and Alternative Motions if expected):

No motion necessary.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 04/06/2026
Attachments: Solid Waste Electric Truck Pilot Presentation Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☐
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
Visalia City Council Page 5 of 5 Printed on 4/2/2026
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Solid Waste Electric Truck
Pilot
68 visalia.gov
Why electrify?
 The State of California and the California Air Resources Board have mandated that State and local agencies begin converting their heavyduty fleets to zero emission starting 2024.  CNG does not qualify as meeting the regulations. This leaves electric as the only alternative, as hydrogen fuel cell trucks are still not available.
 A pilot electric vehicle will assist staff in getting real world data on the new technology, specific to the City of Visalia over an extended period of time.
 There are now enough users of electric trucks to obtain good references and information.
69 visalia.gov
Research Process and Information Gathering Overview
 Staff researched and demo’ed viable solid waste trucks from various manufacturers and configurations. This included ensuring the Transit charging station was compatible, and also included the Fleet Department for servicing and maintenance questions.  After selecting a preferred manufacturer for viability and experience, staff collected testimonials and researched current operators of the selected truck within, and outside, California.
 After ensuring that the truck was a operationally viable alternative for a current CNG truck, staff compiled data and cost figures, including initial quotes, to determine the lifetime cost of an electric truck versus the City’s current CNG platform. 70 visalia.gov
Trucks Considered
 Trucks that Staff considered and their general operating specifications:
 *extra legal weight capacity capable on electric trucks due to tag axle (except Battle Motors) Mack LR Electric Peterbilt 520EV Battle Motors McNeilus Volterra CNG Comparable Electric Battery Capacity 334 kWh 400 kWh 400kWh 498 kWh N/A Battery Type Lithium-Ion Lithium-Iron Phosphate Lithium-Iron Phosphate Lithium-Ion N/A Range 100 miles 150 miles 210 miles 150 miles 150 miles GVWR (Gross Vehicle Weight Rating) 72,000 lbs 77,020 lbs 66,000 lbs 66,000 lbs 60,000 lbs Maximum Legal Weight (CA) 59,500 lbs 59,500 lbs 57,500 lbs 59,500 lbs 51,500 lbs Payload 16,500 lbs 17,060 lbs 17,340 lbs 19,280 lbs 14,400 lbs Charging (@150kW) 2 hours 3-4 hours 3 hours 4 hours N/A Capacity 28 cubic yards 28 cubic yards 28 and 31 yard options 31 cubic yards 28 cubic yards 71 visalia.gov
Staff Selection Criteria
 Mack LR Electric – Battery capacity and range was not desirable.  Peterbilt 520EV – Was a viable truck, but seemed to perform with less battery efficiency compared to alternative. Was able to complete route as needed. Not many on the road or sold.
 Battle Motors – Not enough experience (sales in CA) outside of demo that warranted comparison.
 McNeilus Volterra – Was a viable truck that seemed to check off all operational needs, with the best range and turning radius. Was able to complete route as needed.

Many operators throughout California for references.
72 visalia.gov
Staff Selection – McNeilus Volterra
 Local McNeilus dealer is located in Tulare, CA.
 Able to service and provide warranty work locally.
 Two options available:
 New truck, ordered through the Sourcewell Cooperative  Demo Truck, also available through the Sourcewell Cooperative (due to mileage being less than 3,500. (Current mileage is 1,721) *Demo Truck is also still grant eligible as verified through the Air Resources Board.
73 visalia.gov
McNeilus Volterra Considerations
 Knowing the cost of an electric alternative to CNG would have a higher upfront cost, staff considered what grant options were available to bridge the cost gap.
 In addition, staff considered the lifetime cost of owning an electric truck versus a CNG model to determine if any cost savings are anticipated due to the difference in fuel and maintenance needs.
74 visalia.gov
Lifetime Cost Comparison: Electric vs. CNG
 Electric Advantages
 Lower estimated repairs
 Lower estimated maintenance
 Lower estimated cost of fuel (charge)
 Electric Drawbacks
 Higher up-front capital cost
 Possible unknowns due to experience
 Possible repair delays
75 visalia.gov
General Assumptions for Comparison
 CNG Truck
 210 working days per year
 10-year life
 90 miles average per day, per route
 No Air Board Incentives
 Electric Truck
 210 working days per year
 10-year life
 90 miles average per day, per route
 Air Board Incentives (HVIP, Truck Replacement Program) 76 visalia.gov
Assumptions for Comparison
 CNG Truck
 CNG fuel - $1.61/gal (current price)
 CNG Fuel Use – 45 DGE per day (60% of max 75 DGE)
 Repairs and Maintenance based on 10-year actual averages  Electric Truck
 Electricity - $0.22/kWh (off-peak)
 50% battery use per day (249 kWh)
 Repairs at a factor of 73.11% of CNG
 Maintenance at a factor of 50% of CNG *
*based on operator 2-year actuals
77 visalia.gov
10-year Total Cost Comparison versus CNG
* Potential to stack an additional $120,832 Air Board Grant, if qualified after purchase. 10-year Electric VS CNG Comparison
CNG Electric Demo Electric New
Purchase Price $527,371.08 $848,035.38 $931,171.35
Initial Charger $0.00 $28,333.20 $28,333.20
Grant Dollars HVIP $0.00 ($150,000.00) ($150,000.00)
Total Purchase Price (including tax) $527,371.08 $726,368.58 $809,504.55 Estimated Repairs (related to Parts & Labor) $285,919.67 $209,035.87 $209,035.87 Estimated Preventative Maintenance $38,082.29 $19,041.14 $19,041.14 Estimated Fuel $152,433.44 $114,478.50 $114,478.50
Total Cost of Ownership (Annual) $1,003,806.48 $1,068,924.09 $1,152,060.06 78 visalia.gov
10-year Total Repair and Mtc Cost Comparison vs CNG
79 visalia.gov
Additional Purchase Requirements
 Maintenance Requirements
 PPE required for servicing electric vehicles
 General safety equipment for the Fleet department related to high electric current (barricades, etc.)
 Additional specialized high voltage training (included in purchase)  Charging Backup Solutions/Opportunities
 Initial Charger (Backup)
 Future Solar Consideration
80 81
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0703 Agenda Date: 4/6/2026 Agenda #: 1.

Agenda Item Wording:

Authorization to read ordinances by title only.

Visalia City Council Page 1 of 1 Printed on 3/24/2026
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0677 Agenda Date: 4/6/2026 Agenda #: 2.

Agenda Item Wording:

Award a contract for the supply of ferric chloride - Authorize the City Manager to award a contract to California Water Technologies for the supply and delivery of ferric chloride to the Visalia Water Reclamation Facility for a one-year term, with four annual renewal options, with an annual notto-exceed amount of $167,000 for a total contract limit of $835,000.

Agenda Date: 04/06/2026
Prepared by:

Ben Litwack, Public Works Manager, [email protected], 559-713-4671 Nick Bartsch, Public Works Director, [email protected], 559-713-4052 Department Recommendation: Staff recommends that the City Council authorize the City Manager to award a one-year contract, with four annual renewal options, to California Water Technologies for the supply and delivery of ferric chloride to the Visalia Water Reclamation Facility, with an annual notto-exceed amount of $167,000 and a total contract limit of $835,000 over the five-year term.

Summary:

Following award and execution of the ferric chloride supply contract to Pur Water, LLC under RFB 25- 26-28, Pur Water notified the City that it would not be able to supply ferric chloride at its bid price.

Staff subsequently evaluated the next lowest bidder, Mar Vista Resources, who also informed the City that they could not honor their bid pricing. Staff now recommends awarding the contract to the next lowest responsive and responsible bidder, California Water Technologies. The contract term will be one year with four additional annual renewal options. The recommended contract includes an annual not-to-exceed amount of $167,000 and a total five-year limit of $835,000.

Background Discussion:

Ferric chloride is an essential treatment chemical used at the Visalia Water Reclamation Facility (WRF) to control hydrogen sulfide production in the digesters. By suppressing hydrogen sulfide generation, ferric chloride helps preserve digester infrastructure and supports compliance with emissions requirements established by the San Joaquin Valley Air Pollution Control District.

On August 11, 2025, the City of Visalia issued Request for Bids (RFB) 25-26-28 for the supply and delivery of ferric chloride to the WRF. Bids were received on September 3, 2025, and Pur Water, LLC submitted the lowest responsive and responsible bid, followed by Mar Vista Resources and California Water Technologies.

After contract award and execution, Pur Water informed the City that it would not be able to supply ferric chloride at its bid price. Staff then evaluated the next lowest bidder, Mar Vista Resources, who also indicated they could not honor their bid pricing. As a result, staff evaluated the remaining bidders and determined that California Water Technologies is the next lowest responsive and responsible Visalia City Council Page 1 of 3 Printed on 3/26/2026
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File #: 25-0677 Agenda Date: 4/6/2026 Agenda #: 2.
bidder capable of providing the required chemical supply.

Staff recommends awarding a one-year contract, with four annual renewal options, to California Water Technologies for the supply and delivery of ferric chloride to the WRF.

Fiscal Impact including annual maintenance and operating costs:

Staff is requesting an annual not-to-exceed (NTE) amount of $167,000. This amount reflects a proportional increase over California Water Technologies’ bid ($147,600) consistent with the contingency applied in the original award to account for potential annual price escalation and increased chemical usage as flows and loadings increase at the Visalia Water Reclamation Facility.

The contract will not exceed $167,000 annually, with a total NTE of $835,000 over the full five-year term. Funds are budgeted annually in the Wastewater Operations Budget within 4332-54450.

Prior Council Action:

May 16, 2019 - Awarded $50,000 annual contract with four renewal options to Pencco.

November 18, 2024 - Awarded $125,000 sole source contract to Pencco.

October 6, 2025 - Awarded a contract to Pur Water, LLC for the supply and delivery of ferric chloride to the Visalia Water Reclamation Facility under RFB 25-26-08.

Alternatives: N/A
Recommended Motion (and Alternative Motions if expected):

I move to authorize the City Manager to award a one-year contract, with four annual renewal options, to California Water Technologies for the supply and delivery of ferric chloride to the Visalia Water Reclamation Facility, with an annual not-to-exceed amount of $167,000 and a total contract limit of $835,000 over the five-year term.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 04/06/2026
Attachments:

RFB 25-26-08
Addendum No. 1
California Water Technologies Bid
Ownership Disclosure
Visalia City Council Page 2 of 3 Printed on 3/26/2026
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File #: 25-0677 Agenda Date: 4/6/2026 Agenda #: 2.

Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☐
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
Visalia City Council Page 3 of 3 Printed on 3/26/2026
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RFB NO. 25-26-08
Annual Contract for the purchase of Ferric Chloride Process Page i

CITY OF VISALIA
REQUEST FOR BID (“RFB”)
RFB NO. 25-26-08

SUPPLY AND DELIVERY OF FERRIC CHLORIDE

TO THE VISALIA WATER RECLAMATION FACILITY
(Annual Contract)
BID SUBMITTAL DEADLINE:
2:00PM ON WEDNESDAY, SEPTEMBER 3, 2025
The City of Visalia expressly reserves the right to modify, or withdraw from, the process initiated and described herein. No rights shall be vested in any party, individual or entity by virtue of its preparation to participate in, or its participation in, such process. The City expressly reserves the right to modify, for any reason, the schedule and any provision contained herein. The City reserves to itself the selection of winning respondent(s), if any, in the exercise of its sole discretion. No binding commitment shall arise on the part of the City to any respondent under this Request for Bid until and unless the parties sign documents of agreement that become effective in accordance with their terms. Responses to this RFB, however, shall be held firm by Respondent for at least ninety (90) days.

Advertisement Dates: 08/12/2025
08/17/2025
86 RFB NO. 25-26-08
Annual Contract for the Supply and Delivery of Ferric Chloride Page ii
Table of Contents
I. DEFINITIONS..............................................................................................................................1 II. INTRODUCTION .........................................................................................................................1 III. INSTRUCTIONS ..........................................................................................................................1 IV. SCOPE OF SERVICES/PROJECT...............................................................................................3 V. PRE-BID TELE-CONFERENCE ......................................................................................................5 VI. BID OPENING AND CONFIDENTIALITY .....................................................................................5 VII. AWARD..................................................................................................................................6 VIII. PROTESTS/APPEALS...............................................................................................................6 IX. SPECIAL CONDITIONS................................................................................................................6 X. GENERAL CONDITIONS ..............................................................................................................7 XI. POST AWARD RESPONSIBILITIES ..............................................................................................11 XII. EXHIBTS ..............................................................................................................................12 A.BIDFORM ....................................................................................................................................... 12 B.CERTIFICATIONS, AFFIDAVITS, ASSURANCES, STATEMENTS, WAIVERS, AND QUESTIONNAIRES WHICH MUST ACCOMPANY BIDFORM............................................................................................................ 15 NON-COLLUSION AFFIDAVIT ......................................................................................................... 15 WORKERS’ COMPENSATION INSURANCE CERTIFICATE .................................................................. 16 EQUAL EMPLOYMENT OPPORTUNITY COMPLIANCE CERTIFICATE................................................... 17 OWNERSHIP DISCLOSURE AND CALIFORNIA LEVINE ACT STATEMENT ............................................ 18 DRUG-FREE WORKPLACE CERTIFICATION...................................................................................... 19 AMERICANS WITH DISABILITIES ACT COMPLIANCE CERTIFICATE .................................................... 20 IRAN CONTRACTING ACT CERTIFICATION ...................................................................................... 21 C. SAMPLE (DOES NOT NEED TO BE SUBMITTED WITH BID/PROPOSAL)................................................................ 22 87 RFB NO. 25-26-08
Annual Contract for the purchase of Ferric Chloride Process

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I. DEFINITIONS
For the purposes of this RFB NO. 25-26-08, the following terms shall have the meanings indicated:

1. “City” means the City of Visalia

2. “City Council” means the Council of the City of Visalia

3. "Bidder", "Vendor", "Supplier", “Consultant”, “Contractor” and “Subrecipient” are used interchangeably throughout this invitation to mean the person, firm, or corporation or other entity submitting a Bid in response to the Request for Bid.

4. “Bid” and “Proposal” are used interchangeably to mean an individual’s or entity’s offer in response to this Request for Bid.

5. “RFB” means Request for Bid No. 25-26-08.

II. INTRODUCTION
The City of Visalia Purchasing Division is soliciting Bids for an annual contract to supply and deliver Ferric Chloride to the Visalia Water Reclamation Facility, located at 7579 Ave. 288 in Visalia, CA.

The initial contract shall be for a twelve (12) month period and shall, at the City’s option and upon mutually agreeable terms, be renewable annually thereafter for four (4) consecutive one-year periods.

Bids are being sought from contractors who have a proven record of experience in providing the services required by this Invitation to Bid.

The successful bidder shall be responsible for providing all services necessary to fulfill the requirements of this Invitation to Bid upon receipt of the City’s Notice to Proceed.

In an effort to encourage local businesses to provide goods and services to the City, Council has enacted a local preference. The local preference will apply to any business that has a business address within Tulare County for a minimum of six months. A Post Office Box will not be accepted as a business address. The City reserves the right to request proof of Tulare County address.

The local preference for bids consists of a match preference in which a local vendor whose bid is within 5% of the apparent low bidder will be given three (3) business days, from date notified, to match or beat the low bid. If there is more than one local vendor that is within the 5% range, the offer goes to the local vendor that is closest to the low bid.

III. INSTRUCTIONS

1. Fill out attached Bid Form (Exhibit “A”) in ink or typewriting completely.

2. Cross out and initial mistakes in ink and place the correct response next to same.

3. Timely submit Bid in a sealed envelope addressed and marked as follows:

To: City of Visalia Purchasing Division
707 W. Acequia Avenue
Visalia, California 93291
From: Bidders Name & Mailing Address
Marked: Annual Contract for the Purchase of Ferric Chloride Process RFB NO. 25-26-08
Deadline: September 3, 2025 @ 2:00 p.m.

Delivery of Bid: When sending a bid via Fed Ex, UPS, etc., it is the responsibility of the Bidder to ensure that Bid is received during open office hours. Office Hours are 7:30am 88 RFB NO. 25-26-08
Annual Contract for the Supply and Delivery of Ferric Chloride

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– 5:00pm Monday through Thursday. We are closed on Fridays and major holidays.

Bids are not delivered or received when office is closed.

The City utilizes an outside service for delivery and sorting incoming mail, and therefore, mailing a bid via U.S. Mail is not recommended as there could be a delay in receiving bids by the deadline. Bids must be received prior to the deadline. The City will not accept a postmark as evidence of delivery.

Night Drop Box: If delivering a bid after hours, a Night Drop Box is located at Visalia City Hall, 707 W. Acequia Avenue, Visalia, CA 93291. Enter the west parking lot of the building off of Stevenson Street. The Drop Box is labeled “Night Drop” and is located on the building across from the bicycle racks. The Night Drop Box should only be utilized if City Offices are Closed. The Night Drop Box is checked prior to the bid deadline.

4. Submit each of the required Certifications, Affidavits, Statements and Questionnaires as well as optional waiver(s) to City with the sealed Bid. City will not consider Bids which are not accompanied by the required completed forms.

5. Inquiries: Instructions to Vendor, Specifications and Bid Forms may be inspected and obtained by visiting our web site at visaliapurchasing.org or by calling (559) 713-4334.

However, to prevent misinterpretations, the Purchasing Division would prefer that all questions be sent by email to [email protected].

Questions regarding this RFB are due no later than Wednesday, August 27 th, 2025 at 4:00 p.m.
89 RFB NO. 25-26-08
Annual Contract for the Supply and Delivery of Ferric Chloride

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IV. SCOPE OF SERVICES/PROJECT
The City of Visalia is requesting bids for an annual contract for the supply and delivery of Ferric Chloride to the Visalia Water Reclamation Facility (WRF) located at 7579 Ave. 288, Visalia, CA. The City of Visalia requires Ferric Chloride at our Water Reclamation Facility and uses approximately 120 dry tons annually.

City WRF staff will place orders for Ferric Chloride delivery via email, and the supplier shall confirm delivery can be completed as requested. Typically, the City orders 9-10 dry tons on each order that is placed.

GENERAL REQUIREMENTS OF SUPPLIER:

1. TRADE NAME/SUBSTITUTIONS: In cases where an item is identified by a manufacturer’s name, trade name, catalog number, or reference, it is understood that the Bidder proposes to furnish the item so identified and does not propose to furnish an “equal/substitution.” The product must contain approximately 38-41% ferric chloride. If a Bidder lists a specific trade name in their bid, they will be required to supply that specific product.

2. FERRIC CHLORIDE PRODUCT REQUIREMENTS: Vendor must agree to supply product to meet ANSI/NSP Standard 60 Certified. Prodcut specifications are as follows:

Specification Value
Certification NSF Standard 60
Parameter
SpGr 1.41 – 1.51
Ferric Chloride wt. % 40.0 % – 47.0 %
Ferric Iron wt. % 13.8 % – 16.2 %
Ferrous Iron wt. % < 0.25 %
Free Acid as HCL wt % < .25 %
Insolubles – wt % < .05 %
Heavy Metals
Arsenic < 5 mg/L
Barium < 1mg/L
Beryllium < 1 mg/L
Cadmium < .5 mg/L
Chromium < 50 mg/L
Copper < 50 mg/L
Lead < 10 mg/L
Selenium < 1 mg/L
Silver < 1 mg/L
Mercury < 0.01 mg/L
Molybdenum < 1 mg/L
Nickel < 40 mg/L
Titanium < 40 mg/L
Vanadium < 10 mg/L
Zinc < 30 mg/L
Miscellaneous
Total Organic Carbon < 30 mg/L
Radionuclides Non-detect
Hexaclorobenzene Non-detect
90 RFB NO. 25-26-08
Annual Contract for the Supply and Delivery of Ferric Chloride

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3. DELIVERY PROVISIONS
a. Delivery: Delivery shall be within (7) days of order. The Awarded Contractor (Supplier) shall be required to furnish proof of delivery in every instance. Bulk materials are to be placed on skids or pallets. City staff shall not assist with unloading. Suppliers shall notify their shippers accordingly. b. Location: Visalia Water Reclamation Facility (WRF)
Project Manager: Ben Litwack
7579 Ave. 288
Visalia, CA
c. Time of Delivery: Deliveries shall be accepted between 7:00 A.M. and 2:00 P.M. on weekdays only. No deliveries shall be accepted on Saturdays, Sundays or City Holidays, unless otherwise arranged by an individual Department/Agency. d. Delivery Failures: Failure to deliver within the time specified, or failure to make replacements of rejected articles when so requested, or as directed by the City’s Project Manager may result in City exercising the right to purchase product from another source.

4. INSPECTIONS: Inspection and acceptance of materials or supplies shall be made after delivery. Please see Section IX, Special Conditions, relating to inspection. Final inspection shall be conclusive except as regards latent defects, fraud, or such gross mistakes as amount to fraud. Final inspection and acceptance or rejection of the materials or supplies shall be made as promptly as practicable, but failure to inspect and accept or reject materials or supplies shall not impose liability on the City for such materials or supplies as are not in accordance with the specifications. All delivered materials shall be accepted subject to inspection and physical count.

5. SAFETY DATA SHEETS (SDS): Any hazardous substances as defined under the Department of Labor Occupational Safety and Health Standard for General Industry (29-CFR-1910.1200) and State of California Law and Regulations, being delivered to City of Visalia as a result of this Invitation to Bid shall be accompanied by a current "Safety Data Sheet" or item may not be accepted.

6. PACKING SLIPS OR DELIVERY TICKETS: All shipments or deliveries shall be accompanied by Packing Slips or Delivery Tickets, and shall contain the following information for each item delivered. Bidders are cautioned that failure to comply with these conditions shall be considered sufficient reason for refusal to accept the goods. • The Purchase Order or Contract Number
• The Name of the Article and Stock Number (Supplier’s) • Delivery Date
• The Quantity Ordered
• The Quantity Back Ordered
• The Name of the Contractor

7. RESPONSIBILITY FOR MATERIALS SHIPPED: The Awarded Vendor shall be responsible for the materials covered by this contract until they are delivered at the designated point and bear all risk on rejected materials or supplies after notice of rejection. Rejected materials or supplies must be removed by Awarded Vendor, and at the expense of the Awarded Vendor, promptly after notification of rejection, unless public health and safety require immediate destruction or other disposal of rejected delivery. Upon failure of the Bidder to remove materials or supplies within ten (10) 91 RFB NO. 25-26-08
Annual Contract for the Supply and Delivery of Ferric Chloride

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calendar days after date of notification, the City may return the rejected materials or supplies to the Bidder at the Bidder’s risk and expense, or dispose of them as its own property.

8. PRICING: Prices bid shall include all sales tax, transportation, delivery and freight costs to the point of delivery to the applicable facilities. The unit bid prices shall also include all appurtenant and incidental costs associated with the chemical and services required by this RFB, including all costs associated with the pickup, return, cleaning and/or proper disposal of chemical containers, fuel, special insurance, etc.

9. CONTRACTOR REFERENCES: Bidders shall include in their response, a list of at least three (3) organizations which can be used as references for performance of similar services. Contractor shall endeavor to include references of work performed for public sector agencies. Include the name and telephone number for the contact person.

Selected organizations will be contacted to determine the quality of work performed and the personnel assigned to the job.

10. ALLOCATIONS: In the event the vendor’s supply of awarded items is reduced for reasons beyond the vendor’s control to a level which prevents supply of the City’s requirements in full, the vendor agrees to supply the City no less than a proportionate share delivered to similar accounts, unless Federal regulations require otherwise. If such a reduction occurs, the City reserves the right to cancel all or part of the contract without prejudice to either party, by giving the vendor fifteen (15) days written notice.

V. PRE-BID TELE-CONFERENCE
An informational pre-bid tele-conference will be held on Thursday, August 21, 2025, beginning at 10:00 A.M. (PST). To obtain the link to join conference and/or dial-in number, please email your contact information to [email protected] and the conference information will be forwarded to you.

Interested Bidders are encouraged to participate as information on the RFB/Requested Products will be discussed and time will be designated for Bidders to ask questions about the RFB or required products. It shall be the responsibility of the Contractor to have acquired full knowledge of the specifications and scope of work and any problems or difficulties that may affect the work proposed.

VI. BID OPENING AND CONFIDENTIALITY

1. Bid Opening. Bids shall be opened publicly in the presence of attendees, if any, on Wednesday, September 3rd, 2025 at 2:00 p.m. at 707 W Acequia, Visalia CA, City Hall. The name of each Bidder and the amount of each Bid shall be open to public inspection at the Bid opening and after an award decision has been made. Other Bid information will not be available for public review during the evaluation phase or until the award of the contract.

2. Bid Confidentiality. The City favors full and open disclosure of all Bid records. The City will not expend public funds defending claims for access to, inspection of, or to be provided copies of any such records. By submitting a Bid, a Bidder agrees to indemnify and defend the City against all claims or actions brought against it to seek access to, or compel disclosure of, any records or documents in the City’s possession.

After the award, the City intends that its selection process will be open and public.

Respondents are advised that the California Public Records Act (“PRA”) provides that any person may inspect or be provided a copy of any identifiable public record or 92 RFB NO. 25-26-08
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document that is not exempted from disclosure by the express provisions of the Act.

The Federal Freedom of Information Act (“FOIA”) contains a similar provision. Each Bidder shall clearly identify any information within its Bid that it intends to ask the City to withhold as exempt under either the PRA or FOIA. Any information contained in a Bidder’s submission which the Bidder believe qualifies for exemption from public disclosure as “Proprietary” or “Confidential” must be identified as such at the time of first submission of Bidder’s Bid to this RFB. Any failure to identify information contained in a Bidder’s Bid to this RFB as “Proprietary” or “Confidential” shall constitute a waiver of Bidder’s right to object to the release of such information upon request under either Act.

VII. AWARD

1. Most Responsive, Responsible Bidder. Award shall be made to the most responsive, responsible Bidder whose Proposal meets the requirements and criteria set forth in this RFB, price and other factors considered, and whose Bid is determined to result in the optimum economic advantage to the City. A responsible Bidder is one who has the capability, financial capacity and integrity to perform the contract. A responsive Bidder is one who commits to all of the material terms, for example, price, quantity, quality and delivery, of this RFB.

2. Reservation of Rights. The City reserves the right to reject any item or items in the Bid; to waive informalities, technical defects, and minor irregularities in Bids received; and to select the Bid(s) deemed most advantageous to the City.

VIII. PROTESTS/APPEALS
Because it is essential that Bidders have confidence in the procurement procedures for soliciting and awarding contracts, it is the policy of the City to offer Bidders the opportunity to appeal award of contracts. The following procedures shall apply in regard to appeals:

1. Any actual Bidder who is aggrieved in connection with this RFB or award of a contract hereunder may protest to the City of Visalia Purchasing Division in writing within five (5) working days after such aggrieved Bidder knows, should have reasonably known, or could reasonably be expected to know of the facts giving rise thereto; and

2. Should identify only the areas regarding bid contradictions, procurement errors, quotation rating discrepancies, legality of procurement context, conflict of interest in the rating process and inappropriate or unfair competitive procurement grievance regarding the Bid process.

3. The City’s Purchasing Division shall have the authority to settle and resolve each protest. The resolution will be provided to Bidder in writing within five (5) working days of receipt of the appeal unless the Bidder is notified more time is required.

4. Further levels of appeal may be made in accordance with the appeals provision contained in Chapter 5 of the City’s “Purchasing and Contract Procedures” which is available through City’s Purchasing Division.

IX. SPECIAL CONDITIONS

1. Product Issues
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a. Complete Project. The successful Bidder shall be responsible for providing all materials, products, equipment and/or services necessary to fulfill the requirements of this RFB.
b. Product Inspection. The City will have ten (10) working days to inspect chemicals for conformance to all requirements of this specification

2. City-Contractor Relations
a. Project Manager’s Responsibility and Authority. City will designate a Project Manager. The Project Manager shall decide issues of quality and acceptability of materials, products, equipment, supplies and all questions related to fulfillment of the contract for the project. Project Manager shall not have control over acts or omissions of the Awarded Vendor, their agents or employees. b. Control of Materials:
(1) Source of Supply and Quality of Materials Guarantee. All materials, parts and equipment supplied by the Awarded Vendor shall be new and/or of a quality equal to that specified.

3. Legal Responsibilities.
a. It is the responsibility of Contractor to comply with all local, state, and federal laws and regulations which apply to this project. This includes, but is not limited to, compliance with Uniform Building, Plumbing, Mechanical, Electric, and Fire Codes. Contractor shall provide a safe working environment in compliance with the Occupational Safety and Health Act, and California Health and Safety Codes. Additionally, Contractor shall secure all necessary permits, licenses, and similar requirements to carry out the project. Contractor shall comply with all applicable labor laws, and ensure against discrimination.

X. GENERAL CONDITIONS

1. It is the policy of the City to provide equal opportunity to all candidates when selecting Bidders to provide public services. Bidders are expected to be equal opportunity employers.

The City hereby affirmatively ensures that Minority Business Enterprises and Disadvantaged Business Enterprises (DBE) will be afforded full opportunity to submit proposals in response to this notice. Individuals and/or entities submitting bids/proposals to the City of Visalia will not be discriminated against on the basis of race, religion, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, gender, gender identity or expression, sexual orientation, or military and veteran status in any consideration leading to the award of contract.

No qualified disabled person shall, on the basis of disability, be excluded from participating in, be denied the benefits of, or otherwise be subjected to discrimination under any program or activity that receives or benefits from Federal financial assistance.

Bidder shall provide to the City a list of all instances within the last ten (10) years where a complaint was filed or pending against Bidder in a legal or administrative proceeding alleging that Bidder discriminated against its employees, subcontractors, vendors or 94 RFB NO. 25-26-08
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suppliers. A description of the status or resolution of that complaint, including any remedial action taken is required.

2. Post-Closing Date Corrections are prohibited.

3. Bids will not be accepted unless signed in ink (not typed) in the appropriate space(s) by an authorized officer or employee of the Bidder.

4. Bids must be submitted on or before the Closing Date. Any Bids received after the Closing Date shall be returned, unopened, to the Bidder, provided the request number, opening date, and Bidder's return address are on the envelope.

5. Bids may be withdrawn prior to the Bid Closing Date by writing to the Purchasing Division.

6. Telegraphic, telephonic, electronic and facsimile Bids and withdrawal requests will not be accepted.

7. Bid prices submitted are considered accurate for a period of ninety (90) days and cannot be withdrawn after the Closing Date.

8. All Bids are the property of the City after submission.

9. City is not responsible for Bid errors and omissions.

10. Bids should be prepared in a straightforward, concise manner. Information provided which was not specifically requested will be considered only in City’s discretion.

11. A written amendment or addenda issued by City’s Purchasing Division is the only method which should be relied on with respect to changes to the RFB. Respondent is responsible to contact City’s Purchasing Division prior to submitting a Bid to determine if any amendments were made to the RFB.

12. Any contract resulting from the RFB will be jointly administered by the City’s Purchasing Division, and the Department requesting Bids.

13. Prior to conducting business in the City, a business tax certificate (license) must be obtained. Call 559-713-4326 for more information.

14. Bidder shall provide insurance as required by law and as indicated in the proposed contract.

15. Bidder shall maintain all personnel files and payroll records for employees used to implement the proposed contract.

16. Bidder shall withhold, pay and report all taxes and issue W-2 forms at the end of each calendar year for employees used to implement the proposed contract.

17. Pursuant to the City’s Charter, all other things being equal, tie Bids shall be awarded to a local merchant to the extent quality and prices are equal. If neither is a local vendor, the Bid shall be awarded by the flip of a coin by the Purchasing Division in the presence of at least one witness.

18. The City may make such investigation of the Bidder and information in the Bid as it determines necessary. This may include the collection of criminal history information, 95 RFB NO. 25-26-08
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contractual and business associations and practices, employment histories and reputation.

19. All California agencies may purchase off the Proposal submitted at the same prices, terms, conditions and specifications. The City of Visalia shall incur no responsibility in connection with another agency’s purchase.

20. Each Bidder will be required to submit Certifications, Affidavits, Assurances, Statements and Questionnaires which are attached in Exhibit “B”.

21. The quantities given on the Bid Proposal form and any related contract documents are approximate only. They are given as a basis for comparison of Bids. The City of Visalia does not, expressly or impliedly agree that the actual amount of product purchased will correspond therewith but reserves the right to increase or decrease the amount of any product purchased as the City deems necessary or advisable, at the prices Bid.

22. Bidders shall satisfy themselves by personal examination of the work site, specifications, and other contract documents, and by any other means as they believe necessary, as to the actual physical conditions, requirements, and difficulties under which the project must be performed. The submission of a Bid shall be conclusive evidence that the Bidder has investigated, and is satisfied as to the conditions encountered, as to the character, quality, and quantities of work to be performed, and the materials or equipment to be furnished, and as to the requirements of the RFB and the City. No allowance shall subsequently be made because of lack of such examination or knowledge.

23. All Bidders are required to make a Bid on the complete Bid Form (Exhibit “A”). Bidder may be required to submit Proposals on alternate items. The City reserves the right to award to the contract based on the lowest combination or combinations of Proposal items and alternate proposed items.

24. The City is not exempt from California State Sales Tax. The City is exempt from Federal Excise taxes. Sales Tax in Visalia, CA is currently 8.5%. As stated on the Bid Form, Prices bid are to include tax.

25. Only one Bid may be submitted as a “Prime Contractor” for the same work by any firm, individual, partnership, corporation or combination thereof. A Contractor submitting a Bid as a Prime Contractor may not also submit sub-Bids to other competing Prime Contractors. Reasonable grounds for believing that any individual, firm, partnership, corporation or combination thereof is interested in more than one Proposal for the work contemplated will cause the rejection of all Proposals in which such individual, firm, partnership, corporation or combination thereof is interested. A Contractor who is not submitting a Bid as a Prime Contractor may submit any number of sub-Bids to competing Prime Contractors.

26. The City of Visalia is not liable for any costs incurred by Bidder in responding to this Request for Bid.

27. The annual contract resulting from this invitation to bid will be administered by the Community Services Department. However, the cities Purchasing Division shall be the final judge concerning issues or matters related to contract interpretation or problems regarding the terms, conditions or scope of the contract.

28. The initial contract term shall be for a twelve (12) month period and shall, at the City’s option and with the consent of the CONTRACTOR, be extended annually thereafter for 96 RFB NO. 25-26-08
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four (4) consecutive one-year periods. Contract shall be begin no later than 15 days from the receipt of annual contract.

29. All prices quoted in response to this Invitation to Bid shall be firm and fixed for twelve (12) months from the annual anniversary date of the agreement. In order to protect the interests of the City and to give the vendor a reasonable basis for bidding, a price adjustment feature is hereby incorporated into the specifications. Prices bid by vendor may be adjusted annually at time of contract renewal and upon mutual agreement of the parties to the contract to allow for price increases or decreases for labor and benefit rates, supplies and materials.

It will be the responsibility of the contractor to request a price adjustment and to provide all documentation necessary. The request for price adjustment must be submitted to the project manager in writing a minimum of thirty (30) but no sooner than ninety (90) calendar days prior to the annual anniversary date of the agreement.

Requests filed after this time period will not be considered.

The unit prices for the ensuing contracts shall be based on the movement of the unadjusted figures of the U.S. Bureau of Labor Statistics, Consumer Price Index (CPI) for all Urban Consumers (CPI-U U.S. City Average, All Items). The contract unit prices may be changed in an amount equal to the percentage of movement for the most recent twelve-month period closest to the anniversary month of contract. In no instance shall the price increase exceed 5%. The contracts unit price changes as a result of this formula shall be binding on the contractor for the subsequent contract year. The adjustment of the unit bid price shall not be retroactive and shall apply only to changes incurred after approval.

30. This contract may be terminated without cause by the City, in whole or in part, by giving the Contractor fifteen (15) days written notice of the intent to terminate whenever the City determines that termination is in the best interest of the City.

If the Contractor shall fail to provide services or perform satisfactorily the work required by the terms and conditions of the contract, or materially breaches any of its obligations under this agreement the City may terminate the contract, in whole or in part by written notice. Termination shall take effect ten (10) calendar days after the date of mailing said termination notice.

Any assignment, subletting or transfer of the interest of the contractor, either in whole or in part, without the written consent of the City shall be cause for the City to immediately terminate the agreement for default.

Notwithstanding any other provisions of this agreement, this agreement may be terminated by the City upon a single violation of this agreement.

31. EXECUTIVE ORDER N-6-22 – Russia Sanctions - On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State. 97 RFB NO. 25-26-08
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XI. POST AWARD RESPONSIBILITIES

1. Written Contract with City. A written agreement in a form similar to that attached to this Request for Bid as Exhibit “C” with Attachments 1-2 must be entered into between the City and the Contractor to whom the project is awarded. The Agreement forms the basis for the contractual obligation between the parties regarding the project. A contract will be provided with the Notice of Award and must be executed and returned to City within ten (10) working days of the date of award notification unless otherwise agreed.

2. Post-Award Responsibilities. Upon execution of the Agreement between the City and the Contractor, the Contractor shall immediately report all changes in its Articles of Incorporation, By-Laws, or Tax-Exempt status to the City.

3. Insurance. Contractor shall obtain and maintain the minimum insurance coverage outlined Exhibit “B-2”, Attachment 2. Contractor shall provide evidence of such insurance to City’s Purchasing Division prior to commencement of work.

Upon determination by the City that a contract has been entered and Contractor has provided all of the information that it is required to provide pursuant to this RFB, City will issue, in writing, a notice to proceed on the project to Contractor.
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XII. EXHIBTS
EXHIBIT “A”
A.BID FORM
RFB NO. 25-26-08

ANNUAL CONTRACT FOR THE SUPPLY AND DELIVERY OF FERRIC CHLORIDE TO: THE CITY OF VISALIA PURCHASING DIVISION:

In compliance with the City’s Notice Inviting Sealed Bids No. 25-26-08 dated: __________, the undersigned BIDDER hereby proposes to furnish all materials, equipment, tools, services, and labor required for the above stated project as set forth in the RFB, including all Exhibits and related contract documents therefore.

BIDDER declares that this proposal is based upon careful examination of the Instructions to BIDDERs, and the contract requirements. If this bid is accepted for award, BIDDER agrees to enter into a contract with CITY at the unit and/or lump sum prices set forth in the following Bid Schedule.

BIDDER understands that failure to enter into a contract in the time and manner prescribed, Purchasing Division may proceed to award the contract to others.

BIDDER understands that a bid is required for the product and that compensation under the contract will be based upon the product condition received as stated in the bid specifications. It is agreed that the unit and/or lump sum prices bid include all appurtenant expenses, royalties, delivery, freight, taxes and fees. In the case of discrepancies in amounts bid, unit prices shall govern over extended amounts.

Bidder understands that the quantities given on the Bid Proposal form are approximate only. They are given as a basis for comparison of Bids. The City of Visalia does not, expressly or impliedly agree that the actual amount of product purchased will correspond therewith.

BIDDER further declares that he/she has not either directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free competitive bidding in connection with said bid.

LOWEST BID will be determined by the Lowest Total Bid Price. BIDDER shall calculate Total Bid Price as follows: Column A x Column B = Column C
BIDDER has read and hereby agrees to the conditions stated in this bid by affixing his/her signature below.

A B C
Supply and Delivery
of Ferric Chloride
per specifications of
RFB-25-26-08
Unit Price
(Includes delivery, freight,
sales tax and all costs)
Estimated
Annual
Quantity
(dry tons)
Total Bid Price
$________________
per dry ton
120 $ __________________
(1) _______________________________________________________________________________________________ Bidding Firm
(2) _______________________________________________________________________________________________ Corporation, Partner, Joint Venture
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(3) _______________________________________________________________________________________________ Business Address City State Zip Code
_______________________________________________________________________________________________ Telephone Number Fax Number
_______________________________________________________________________________________________ E-mail Address
(4) _______________________________________________________________________________________________ Signature of Authorized Person (Date)
________________________________________________________________________________ Type or Print Authorized Person’s Name

PLEASE SEE THE FOLLOWING INSTRUCTIONS REGARDING SIGNATURE (1) If the BIDDER is an individual, enter name here in style used in business; if a joint venture, exact name of entities joining in the venture; if a partnership, the correct trade style of the partnership; if a corporation, the exact name of the corporation.
(2) If BIDDER is other than an individual, identify here its character, i.e., joint venture, partnership, corporation, including the state of incorporation. If BIDDER is an individual operating under a trade name, state “an individual dba (trade name in full)”. (3) State on this line, the address to which all communications and notices regarding the Bid Proposal, and any contract awarded thereunder, are to be addressed. (4) If BIDDER is a joint venture, signature must be by one of the joint venturers, and if one or both of the joint venturers is a partnership or a corporation, each participating partnership must sign by a general partner, and each corporation by an authorized officer or employee; if a partnership, by a general partner; if a corporation, by an authorized officer or employee. The title of the person signing must appear after his/her signature. Where BIDDER is a partnership or corporation, the names of all other general partners, or the president or secretary of the corporation and their business addresses must be shown below.

Note: All names must be typewritten under written signature. All Addresses must be complete with street number, city, state and zip code.

Bidding Firm: __________________________
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CONTRACTOR’S PERMIT INFORMATION
License Classification:_____________________________________ Expiration Date: _________________________________________ City of Visalia Business Tax Certificate No.: _________________________________ A City Business Tax Certificate (License) is not required to submit a bid; however, vendor is required to obtain a City License prior to commencement of work. Contact the Business Tax Division with any questions at (559) 713-4326.

Federal Tax I.D. No.: ____________________________________________________

REFERENCES
The following are the names, addresses, and telephone numbers for at least three (3) public agencies for which BIDDER has performed work similar in size and scope within the past two years.

Company Name Address Tel. No. Contact

1.______________________________________________________________________________________

2.______________________________________________________________________________________

3._____________________________________________________________________________________

DESIGNATION OF SURETIES
The following are the names, addresses, and telephone numbers for all brokers and sureties from whom BIDDER intends to procure insurance.

Company Name Address Tel. No. Type____________
___________________________________________________________________________________________ ___________________________________________________________________________________________ ___________________________________________________________________________________________ 101
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B. CERTIFICATIONS, AFFIDAVITS, ASSURANCES, STATEMENTS, WAIVERS, AND

QUESTIONNAIRES WHICH MUST ACCOMPANY BID FORM
EXHIBIT “B-1”

NON-COLLUSION AFFIDAVIT
(Title 23 United States Code Section 112 and Public Contract Code Section 7106) To Accompany Bid Form
In accordance with Title 23 United States Code section 112 and Public Contract Code 7106 the bidder declares that bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; the bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. __________________________________________ ________________________ Signature Date
Note: The above Non-collusion Affidavit is part of the Bid/Proposal.

Bidders are cautioned that making a false certification may subject the certifier to criminal prosecution.
102
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EXHIBIT “B-2”
WORKERS’ COMPENSATION INSURANCE CERTIFICATE
(CALIF. LABOR CODE § 3700)
To Accompany Bid Form

STATE OF CALIFORNIA )
) ss

CITY OF VISALIA )
I am aware of the provisions of Section 3700 of the Labor Code which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work under this contract.

Company: ______________________________________________ Business Address: ______________________________________________ Signature: ______________________________________________ Name of Signing Official: ______________________________________________ Title of Signing Official: ______________________________________________ Date: ______________________________________________
Company Seal:
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EXHIBIT “B-3”

EQUAL EMPLOYMENT OPPORTUNITY COMPLIANCE CERTIFICATE
(EXECUTIVE ORDER 11246)
To Accompany Bid Form
Equal Opportunity Clause
Unless exempted by rules, regulations or orders of the Secretary of Labor issued pursuant to Executive Orders 10925, 11114 or Section 204 of Executive Order 11246 of September 24, 1965, during the performance of each contract with the City of Visalia, the BIDDER agrees as follows:

7. The BIDDER will not discriminate against any employee or applicant for employment because of race, color, religion, gender, national origin or political affiliation. The BIDDER will take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, gender, national origin or political affiliation. Such action shall include, but not be limited to, the following: employment upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship.

The BIDDER agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided by the contracting officer setting forth the provisions of this nondiscrimination clause.

7. The BIDDER will, in all solicitations or advertisements for employees, placed by or on behalf of the BIDDER, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin or political affiliation.

7. The BIDDER will send to each labor union or representative of workers with which he has a collective bargaining agreement or other contract or understanding, a notice to be provided by the agency contracting officer, advising the labor union or the workers’ representative of the BIDDER’s commitments under Section 202 of Executive Order 11246 of September 24, 1965, and shall post copies of the notice on conspicuous places available to employees and applicants for employment.

7. The BIDDER will comply with all provisions of Executive Order 11246 of September 24, 1965, and the rules, regulations and relevancy orders of the Secretary of Labor.

7. The BIDDER will furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by the rules, regulations and relevant orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records and accounts by the contracting agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations and orders.

6. In the event of the BIDDER’s non-compliance with the non-discrimination clauses of this subcontract or with any of such rules, regulations or orders, this subcontract may be canceled, terminated or suspended, in whole, or in part and the BIDDER may be declared ineligible for further government contracts in accordance with the procedures authorized in accordance with Executive Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulation or order of the Secretary of Labor, or otherwise provided by law.

7. The BIDDER will include the provisions of Paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each SUBBIDDER or vendor. The BIDDER will take such action with respect to any subcontract or purchase order as the contracting agency may direct as a means of enforcing such provisions including sanctions for non-compliance. Provided, however, that in the event the BIDDER becomes involved in, or is threatened with litigation with a SUBBIDDER or vendor as a result of such direction by the contracting agency, the BIDDER may request the United States to enter into such litigation to protect the interest of the United States.

Company: ______________________________________________ Business Address: ______________________________________________ Signature:______________________________________________ Date:________________ Name & Title of Signing Official: ______________________________________________ Company Seal (if any):
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EXHIBIT “B-4”

OWNERSHIP DISCLOSURE AND CALIFORNIA LEVINE ACT STATEMENT To Accompany Bid Form
The following disclosure and statement apply to the Bidder/Proposer/Contractor/Consultant/ Vendor/Supplier or Company:

1. submitting a bid or proposal in response to a solicitation by City of Visalia; or

2. as Awardee of a contract/purchase order which is subject to approval by the Visalia City Council.

OWNERSHIP DISCLOSURE
Name of Bidder/Proposer/Contractor/Consultant/Vendor/Supplier or Company Address
List the names of all principals, partners, and/or trustees. For corporations, provide names of officers, directors and all stockholders owning more than 10% equity interest in corporation:
__________________________________________________________________________________________ __________________________________________________________________________________________ ______________________________________________________________

CALIFORNIA LEVINE ACT STATEMENT
California Government Code Section 84308, also know as the “Levine Act,” can prohibit members of the Visalia City Council from participating in any action related to a contract if he or she receives any political contributions totaling more than $250 within the previous twelve (12) months, and for twelve (12) months following the date a final decision concerning the contract has been made, from the person or company awarded the contract. The Levine Act also requires disclosure of such contribution(s) by a party to be awarded a specific contract.

The following website contains a list of current Visalia City Council Members, https://www.visalia.city/government/city_council/default.asp. You are responsible for reviewing the names of Visalia City Council Members prior to making the following disclosure:

1. Have you or your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to a Visalia City Council Member in the twelve (12) months preceding the date of the submission of your proposals or the anticipated date of any City Council action related to this contract? YES:_____ NO:_____. If yes, please identify the City Council Member(s) and date(s) of contribution in the space below:

Council Member(s) Name Date of Contribution(s)
_____________________________ ___________________________ Answering YES, does not preclude the City of Visalia from awarding a contract to your firm or from taking any subsequent action related to the contract. It does, however, preclude the identified Visalia City Council Member(s) from participating in any actions related to this contract.

NOTICE: The disclosure duty under state law continues for twelve (12) months after the award. If the above information regarding contributions changes during this time after the award, then the awardee is required to update this disclosure form.

Signature of Company Authorized Individual Print or Type Name of Authorized Individual 105
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EXHIBIT “B-5”
To Accompany Bid Form

STATE OF CALIFORNIA

DRUG-FREE WORKPLACE CERTIFICATION
STD.21 (REV.12-93)

CERTIFICATION
I, the official named below, hereby swear that I am duly authorized legally to bind the contractor or grant recipient to the certification described below. I am fully aware that this certification, executed on the date below, is made under penalty of perjury under the laws of the State of California.

CONTRACTOR/BIDDER FIRM NAME FEDERAL ID NUMBER
BY(Authorized Signature) DATE EXECUTED
PRINTED NAME AND TITLE OF PERSON SIGNING TELEPHONE NUMBER (Include Area Code) ( )
TITLE
CONTRACTOR/BIDDER FIRM’S MAILING ADDRESS
The contractor or grant recipient named above hereby certifies compliance with Government Code Section 8355 in matters relating to providing a drug-free workplace. The above named contractor or grant recipient will:

1. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited and specifying actions to be taken against employees for violations, as required by Government Code Section 8355(a).

2. Establish a Drug-Free Awareness Program as required by Government Code Section 8355(b), to inform employees about all of the following:
(a) The dangers of drug abuse in the workplace,
(b) The person’s or organization’s policy of maintaining a drug-free workplace, (c) Any available counseling, rehabilitation and employee assistance programs, and (d) Penalties that may be imposed upon employees for drug abuse violations.

3. Provide as required by Government Code Section 8355©, that every employee who works on the proposed contract or grant:
(a) Will receive a copy of the company’s drug-free workplace policy statement, and (b) Will agree to abide by the terms of the company’s statement as a condition of employment on the contract or grant.

4. At the election of the contractor or grantee, from and after the “Date Executed” and until ____________ (NOT TO EXCEED 36 MONTHS), the state will regard this certificate as valid for all contracts or grants entered into between the contractor or grantee and this state agency without requiring the contractor or grantee to provide a new and individual certificate for each contract or grant. If the contractor or grantee elects to fill in the blank date, than the terms and conditions of this certificate shall have the same force, meaning effect and enforceability as if a certificate were separately, specifically, and individually provided for each contract or grant between the contractor or grantee and this state agency.
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EXHIBIT “B-6”

AMERICANS WITH DISABILITIES ACT COMPLIANCE CERTIFICATE
To Accompany Bid Form
By submission of a bid, the BIDDER certifies it will comply with the Americans with Disabilities Act, 42 U.S.C., 12101 et. Seq., and will maintain compliance throughout the life of this Contract. By commencing performance of the Contract work, the selected BIDDER certifies to the Americans with Disabilities Act compliance.

Company: ______________________________________________ Business Address: ______________________________________________ Signature: ______________________________________________ Name of Signing Official: ______________________________________________ Title of Signing Official: ______________________________________________ Date: ______________________________________________
Company Seal:
(if any)
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EXHIBIT “B-7”

IRAN CONTRACTING ACT CERTIFICATION
(PUBLIC CONTRACT CODE SECTION 2200 ET SEQ.)
To Accompany Bid Form
As required by California Public Contract Code Section 2204, the Contractor certifies subject to penalty for perjury that the option checked below relating to the Contractor’s status in regard to the Iran Contracting Act of 2010 (Public Contract Code Section 2200 et seq.) is true and correct:
⃝ The Contractor is not:
(1) Identified on the current list of persons and entities engaged in investment activities in Iran prepared by the California Department of General Services in accordance with subdivision (b) of Public Contract Code Section 2203; or
(2) A financial institution that extends, for 45 days or more, credit in the amount of $20,000,000 or more to any other person or entity identified on the current list of persons and entities engaging in investment activities in Iran prepared by the California Department of General Services in accordance with subdivision (b) of Public Contract Code Section 2203, if that person or entity uses or will use the credit to provide goods or services in the energy sector in Iran.
⃝ The City has exempted the Contractor from the requirements of the Iran Contracting Act of 2010 after making a public finding that, absent the exemption, the City will be unable to obtain the goods and/or services to be provided pursuant to the Contract. ⃝ The amount of the Contract payable to the Contractor for the Project does not exceed $1,000,00 over the life of the contract (up to 5 years).

Signature:

Printed Name:

Title:

Agency Name:

Date:

Note: In accordance with Public Contract Code Section 2205, false certification of this form shall be reported to the California Attorney General and may result in civil penalties equal to the greater of $250,000 or twice the Contract amount, termination of the Contract and/or eligibility to bid on contracts for three years.
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C. SAMPLE (does not need to be submitted with Bid/Proposal) EXHIBIT “C”

ANNUAL CONTRACT FOR SUPPLY AND DELIVERY OF FERRIC CHLORIDE (City of Visalia Bid No. 25-26-08)
This Agreement, entered into and effective this ________ day of ________________, 20___ [“Effective Date”], by and between the City of Visalia, hereinafter referred to as the “CITY”, and ____________________________ hereinafter referred to as the “CONTRACTOR”, “VENDOR, “BIDDER”, or “SUBRECIPIENT”.

R E C I T A L S
WHEREAS, CONTRACTOR is sign supplier with a primary business address of ____________________ and SSN or EIN: ____________________; and
WHEREAS, CITY is a municipal corporation and Charter Law City; and WHEREAS, City of Visalia reviewed and evaluated responses to the Request for Bid and determined to award contract to CONTRACTOR for the Annual Project; and WHEREAS, CONTRACTOR represents it is licensed, qualified and willing to complete the Project pursuant to terms and conditions of this Agreement.

NOW, THEREFORE, CITY and CONTRACTOR agree as follows:

1. TERM:

The term of this Agreement shall commence on the Effective Date and expire upon completion of all obligations of the parties, unless earlier terminated by the parties. The initial contract term shall be for a twelve (12) month period and shall, at the City’s option and with the consent of the CONTRACTOR, be extended annually thereafter for four (4) consecutive one-year periods. Additionally, this Agreement may be terminated for convenience. In the event of termination or expiration of this Agreement, CONTRACTOR shall transfer to CITY any funds and/or accounts receivable on hand attributable to the use of CITY funds.

2. ATTACHMENTS INCORPORATED:

The following are attachments for this Agreement. Said attachments are incorporated into this Agreement as if included in full in the body:

ATTACHMENT# DESCRIPTION OF ATTACHMENT
Attachment 1 General Contract Provisions
Attachment 2 Insurance Requirements
Attachment 3 City of Visalia Bid 25-26-08,
Annual Contract for the purchase of Ferric Chloride Process Attachment 4 CONTRACTOR’s bid in response to Bid No. 25-26-08

3. CONTRACTOR SCOPE OF SERVICES and COMMITMENTS*:

CONTRACTOR shall provide the following services for the stated compensation on or before the stated completion dates (“Scope of Services”):

All work described in Scope of Services in Bid No. 25-26-08. 109
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4. CITY COMMITMENTS:

CITY shall perform the following tasks on or before the stated completion dates:

TASK COMPLETION DATE
Pay Contractor as items are delivered and invoiced As requested by Contractor

5. COMPENSATION:

CITY shall pay CONTRACTOR compensation for services as indicated in Paragraph 4 above; however, CITY shall pay not more than the following amount as total compensation under this Agreement, unless otherwise agreed in writing. Such sum shall be expended and paid by CITY on a reimbursement basis for services actually performed based on invoices, receipts, time sheets and similar documents presented by CONTRACTOR to CITY.

6. CONTRACT PRICE ADJUSTMENTS:

All prices quoted in response to this Invitation to Bid shall be firm and fixed for twelve (12) months from the annual anniversary date of the agreement. In order to protect the interests of the City and to give the vendor a reasonable basis for bidding, a price adjustment feature is hereby incorporated into the specifications. Prices bid by vendor may be adjusted annually at time of contract renewal and upon mutual agreement of the parties to the contract to allow for price increases or decreases for labor and benefit rates, supplies and materials.

The unit prices for the ensuing contracts shall be based on the movement of the unadjusted figures of the U.S. Bureau of Labor Statistics, Consumer Price Index (CPI) for all Urban Consumers (CPIU, U.S. City Average, All Items). The contract unit prices may be changed in an amount equal to the percentage of movement for the most recent twelve-month period closest to the anniversary date of contract. In no instance shall the price increase exceed 5%. The contracts unit price changes as a result of this formula shall be binding on the contractor for the subsequent contract year. The adjustment of the unit bid price shall not be retroactive and shall apply only to changes incurred after approval.

IN WITNESS WHEREOF, this Agreement is executed on the day and year first above written.

CONTRACTOR
Dated: ___________________ By:______________________________________________________ Authorized Officer: I certify under penalty of perjury under the laws of the State of California that I am fully authorized to execute this Agreement for CONTRACTOR in the capacity I have stated, and that such execution is sufficient to bind the CONTRACTOR.

Total Compensation: Not to exceed $______________________annually at Contractor’s stated unit prices.

Source of Funds: Local Revenues
Payment Schedule: Within 30 days from receipt of invoice for delivered product 110
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CITY OF VISALIA
Dated: ____________________ By:______________________________________________________ City Manager
Dated: ____________________ By:______________________________________________________ City Attorney
Dated: ____________________ By:______________________________________________________ City of Visalia Risk Manager
Dated: ____________________ By:______________________________________________________ City of Visalia Project Manager
Exhibit “C”
Attachment 1
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GENERAL CONTRACT PROVISIONS
A. Successors and Assigns: This Agreement shall be binding upon and shall inure to the benefit of any successors to or assigns of the parties.

B. Prohibition of Assignment: Neither party shall assign, delegate or transfer their rights and duties in this Agreement without the written consent of the other party.

C. Notices: Notice shall be sufficient hereunder if personally served upon the City Clerk of the CITY or an officer or principal of the CONTRACTOR, or if sent via the United States Postal Service, postage prepaid, addressed as follows:

CITY OF VISALIA CONTRACTOR_______________________
707 W. Acequia Ave. _______________________
Visalia, CA 93291 _______________________
Attention: City Clerk Attention: _____________
D. Independent Contractor: It is understood and agreed by the parties herein that CONTRACTOR, in the performance of this Agreement, shall act as an independent contractor, and therefore shall obtain no rights to any fringe benefits that accrue to regular full-time CITY employees.

E. Jurisdiction/Venue/Waiver Of Removal: This Agreement shall be administered and interpreted under the laws of the State of California. Jurisdiction of litigation arising from this Agreement shall be in California. Any action brought to interpret or enforce this Agreement, or any of the terms or conditions hereof, shall be brought in Tulare County, California. The CONTRACTOR hereby expressly waives any right to remove any action to a county other than Tulare County as permitted pursuant to Section 394 of the California Code of Civil Procedure.

F. Integration/Modification: This Agreement and each of the documents and exhibits or attachments referenced herein, which are incorporated by reference, represents the entire understanding of the parties as to those matters contained herein. No prior oral or written understanding shall be of any force or effect with respect to those matters covered hereunder.

This Agreement may not be modified or altered except in writing signed by the parties, unless otherwise explicitly authorized.

G. Conflict With Law: If any part of this Agreement is found to be in conflict with applicable laws, such part shall be inoperative, null and void insofar as it is in conflict with said law, but the remainder of the Agreement shall be in full force and effect.

H. Indemnification: The CONTRACTOR waives any and all claims and recourse against the CITY, including the right of contribution of loss or damage to person or property arising from, growing out of, or in any way connected with or incidental to the CONTRACTOR’s performance of this Agreement, except claims arising from the concurrent or sole negligence of the CITY or its officers, agents or employees. The CONTRACTOR will indemnify, hold harmless, and defend (at CITY’s option) the CITY against any and all claims, demands, damages, costs, expenses, or liability arising out of the CONTRACTOR’s performance of this Agreement except for liability arising out of the concurrent or sole negligence of the CITY or its officers, agents, or employees.

I. Attorney’s Fees: In the event either party commences any action, arbitration or legal proceedings for the enforcement of this Agreement, the prevailing party, as determined by the court or arbitrator, shall be entitled to recovery of its attorney’s fees and court costs incurred in the action brought thereon.

J. Headings: Section headings are provided for organizational purposes only and do not in any manner affect the scope or intent of the provisions thereunder. 112
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K. Firearms Prohibited: Guns may not be carried by contractors /vendors/consultants while working on City of Visalia premises without the expressed written approval of a City of Visalia Department Head, or an exemption in the contract. If a contractor/vendor/consultant is caught carrying a gun, without City permission, their contract will be terminated.

L. Executive Order N-6-22 – Russia Sanctions: On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. The EO directs state agencies to terminate contracts with, and to refrain from entering any new contracts with, individuals or entities that are determined to be a target of Economic Sanctions. Accordingly, should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for termination of this agreement. The State shall provide Contractor advance written notice of such termination, allowing Contractor at least 30 calendar days to provide a written response. Termination shall be at the sole discretion of the State.
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Exhibit “C”
Attachment 2

INSURANCE REQUIREMENTS

1. CONTRACTOR Insurance. CONTRACTOR, at its sole cost and expense, for the full term of this Agreement (and any extensions thereof), shall obtain and maintain at a minimum compliance with all of the following insurance coverage(s) and requirements. Such insurance coverage shall be primary coverage as respects CITY and any insurance or self-insurance maintained by CITY shall be in excess of CONTRACTOR’s insurance coverage and shall not contribute to it.

2. Subcontractor(s’) Insurance. If CONTRACTOR utilizes one or more subcontractors in the performance of this Agreement, CONTRACTOR shall obtain and maintain independent insurance as to each subcontractor or otherwise provide evidence of insurance coverage for each subcontractor equivalent to that required of CONTRACTOR.

3. Types of Insurance and Minimum Limits. The following types of insurance and minimum limits are required providing at least the following minimum coverage and limits of liability:
a. Worker’s Compensation written in accordance with the laws of the State of California providing coverage for any and all employees of CONTRACTOR in the minimum statutorily required coverage amounts;
b. Automobile Liability Insurance for each of CONTRACTOR’s vehicles used in the performance of this Agreement, including owned, non-owned (e.g. owned by CONTRACTOR’s employees or contractors), leased or hired vehicles, in the minimum amount of $1,000,000 combined single limit per occurrence for bodily injury and property damage. c. Comprehensive or Commercial General Liability Insurance coverage in the minimum amount of $1,000,000 combined single limit, including coverage for:
(1) bodily injury;
(2) personal injury;
(3) broad form property damage;
(4) contractual liability;
(5) cross-liability;
(6) products and completed operations liability

4. Other Insurance Provisions.

If any insurance coverage required in this Agreement is provided on a “Claims Made” rather than “Occurrence” form, CONTRACTOR agrees to maintain the required coverage for a period of three (3) years after the expiration of this Agreement (hereinafter “post agreement coverage”) and any extensions thereof. CONTRACTOR may maintain the required post agreement coverage by renewal or purchase of prior acts or tail coverage. This provision is contingent upon post agreement coverage being both available and reasonably affordable in relation to the coverage provided during the term of this Agreement. For purposes of interpreting this requirement, a cost not exceeding 100% of the last annual policy premium during the term of this Agreement in order to purchase prior acts or tail coverage for post agreement coverage shall be deemed to be reasonable.

5. Endorsements.

All required Automobile and Comprehensive or Commercial General Liability Insurance shall be endorsed to contain the following clauses:
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a. The City of Visalia, its officers, agents, employees, representatives, and volunteers are added as additional insureds as respects operations and activities of, or on behalf of the named insured, performed under contract with the City of Visalia. a. It is agreed that any insurance maintained by the City of Visalia shall apply in excess of and not contribute with insurance provided by this policy.
b. This insurance shall not be canceled, limited in scope or coverage, or non-renewed until after thirty (30) days prior written notice has been given to the City Clerk, City of Visalia, 707 W.

Acequia, Visalia, CA, 93291

6. Proof of Coverage.

CONTRACTOR agrees to provide its insurance broker(s) with a full copy of these insurance provisions and provide CITY on or before the effective date of this Agreement with Certificate(s) of Insurance for all required coverages. Copies of all the required Endorsements shall be attached to the Certificate(s) of Insurance or other evidence of insurance acceptable to the City of Visalia, which shall be provided by CONTRACTOR’s insurance company as evidence of the stipulated coverages. This Proof of Coverage shall then be mailed to the City of Visalia at the following address:

City of Visalia
707 W. Acequia
Visalia, CA 93291
Attn: Purchasing Division
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SUPPLY AND DELIVERY OF FERRIC CHLORIDE
TO THE VISALIA WATER RECLAMATION FACILITY RFB 25-26-08 A1 Addendum #1 Page 1 of 2
City of Visalia Purchasing Division
707 W. Acequia Avenue
Visalia, CA 93291 (559)713-4334
[email protected]

CITY OF VISALIA, CA

REQUEST FOR BID
RFB No. 25-26-08

SUPPLY AND DELIVERY OF FERRIC CHLORIDE

TO THE VISALIA WATER RECLAMATION FACILITY
ADDENDUM NO. 1
Issued: August 25, 2025
Submittals Due:Wednesday, September 3, 2025, at 2:00 P.M. (PST) Addendum is being issued to provide responses to questions that have been submitted regarding this project. This addendum becomes part of the RFB- 25-26-08 document and must be signed and submitted with bid.

ITEM 1: QUESTIONS/RESPONSES

1. What is the current price?
$1240.00/Ton

2. Who is the current supplier?
Pencco

3. Is the addendum required to be acknowledged and submitted with the bid? Yes

4. What is the anticipated start date?
Current contract ends 12/4/2025 anticipated start date is 12/5/2025

5. Can you provide the dates for the 12-month contract
Dependent on approvals from Council
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TO THE VISALIA WATER RECLAMATION FACILITY RFB 25-26-08 A1 Addendum #1 Page 2 of 2

6. Can I please get the bid tabulation for the Ferric Chloride bid to City of Visalia, CA? Dry Ton Price. Rates reflect bids received in March of 2019.

END OF ADDENDUM NO. 1
/s/ Purchasing Division
(559) 713-4334
RESPONDENT to sign and submit with PROPOSAL
Firm: Date:

By:

Bidder’s Signature
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0678 Agenda Date: 4/6/2026 Agenda #: 3.

Agenda Item Wording:

Authorization to purchase four police services canines from Gold Coast K9 Services - Authorize a sole source purchase to replace four (4) police services canines from Gold Coast K9 Services in Ventura, CA, and purchase the required supplies and training for a total project cost of $87,400. Appropriate an additional $10,300 in Asset Forfeiture Funds.

Agenda Date: 04/06/2026
Prepared by: Chief Jason Salazar, 713- 4215, [email protected] ; Captain Daniel Ford, 713-4151, [email protected] ; Lieutenant Clay Moffett, 713-4408, [email protected] ; Financial Analyst Liz Ybarra, 713-4250, [email protected] Department Recommendation: Authorize a sole source purchase to replace four (4) police services canines from Gold Coast K9 services in Ventura, CA, and the required supplies and training for a total project cost of $87,400. Appropriate an additional $10,300 in Asset Forfeiture Funds (621) and transfer funds from CIP CP0611 to CIP CP0747 so that all available funds are in a single account.

Summary:

The Visalia Police Department has utilized the services of police service canines for more than 40 years. Police service canines have proven to be a valuable tool in enhancing officer and public safety through a variety of service applications such as their ability to search, track, assist in apprehensions of suspects, locate evidence, and as valuable community outreach assets. Police service canines can be utilized to assist in searching, tracking, and locating persons or evidence beyond the abilities of their human partners and can also be deployed in situations to minimize risk to police officers, enhancing both officer and community safety.

Beyond this service, the Visalia Police Department has historically involved its police service canines in a variety of community outreach events and public engagements including, but not limited to:

Coffee with a Cop, Hometown Heroes, and service club and school presentations. Police service canines have proven to be a great tool for making positive connections with the community and interactions with officers.

Currently the department has one police service canine assigned to the Patrol Division and it is nearing the end of its service career. These requested canines will be utilized in the Patrol Division to assist in searching for and locating individuals who are attempting to evade arrest and pose a risk to public safety. Additionally, the four police service canines will be cross-trained in scent detection; three in narcotics scent detection, and one in explosive scent detection..

The Visalia Police Department has been waiting for the new California POST guidelines regarding guidelines for Police K-9 units. These guidelines recommend minimum training and evaluation Visalia City Council Page 1 of 4 Printed on 4/2/2026
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benchmarks for K-9 Patrol and Detection functions. The standards that were established by California POST were minimum standards for basic canine handler/team training, the deployment of canines during patrol operations, performance standards for Police Canines, and scent detection standards. The Visalia Police Department K9 Unit will meet or exceed all standards outlined in California POST K-9 Guidelines.

Background Discussion:

The Visalia Police K9 Unit currently consists of two (2) police service canines and their officer handlers, a patrol canine and narcotics detection canine. The K9 Unit staffing levels historically consisted of six (6) patrol service canines and one (1) narcotics detection canine but five (5) of these police service canines have been retired over the last few years. This proposal seeks to replace four (4) of those previously retired of police service canines.

Gold Coast K-9 Services is the sole provider of monthly maintenance training to the Visalia Police Department K9 Unit (Gold Coast also provides training services to various other agencies in the Tulare/Kings Counties area). Additionally, Gold Coast K-9 Services sell an almost fully trained canine when it is assigned to the handler compared to the other California vendors that sell “green” dogs, meaning they have a very basic level of training. Gold Coast canines are trained to meet the requirements outlined by POST and will be ready to start training with the officer upon delivery.

In addition, Gold Coast also deals in smaller numbers which means they can focus on quality and not quantity. The other vendors are importing larger number of canines for their accounts, which means the quality of canine can diminish. Gold Coast K-9 Services has provided maintenance training and Police Service Canine to the City of Visalia for several years. They are known for their professional services and commitment to providing the best canines for California Law Enforcement needs.

Fiscal Impact including annual maintenance and operating costs:

There is a total budget of $77,146 to make this purchase, which is currently budgeted into two separate Asset Forfeiture accounts. CIP 6210/CP0747 has a budget of $61,000 and 6210/CP0611 has a remainder budget of $16,146 to replace canines from a previous budget year. Staff is requesting to transfer the funds from 6210/CP0611 to 6210/CP0747 and appropriate an additional $10,300 from the Asset Forfeiture Fund.

The cost of the dogs will be offset by a donation of $27,341 which was received March 4, 2025, from the Friends of Police K-9 and community members, and a previous credit from Gold Coast. There is a total of 6 operable patrol vehicles dedicated to the K-9 unit, therefore, there is no need to purchase any vehicles. These specialized units are on a regular replacement schedule of 7 years, and 75,000 miles. The police canine vehicles are ready for use.

There will be additional ongoing operating cost as indicated in the table below.

Expenditures
Police K-9 (4) $ 34,000
Training 6 Weeks (4) $ 11,500
K-9 Ballistic Vest (4) $ 2,000
K-9 Equipment (4) $ 4,000
K-9 Housing (4) $ 16,000
Travel Meals (4) $ 8,400
Travel Hotel (4) $ 18,000
Travel Fuel (VPD Fleet) (4) $ 2,000
Gold Coast Credit $ (8,500)
POLICE K-9 PURCHASE 2026
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File #: 25-0678 Agenda Date: 4/6/2026 Agenda #: 3.

Expenditures
Police K-9 (4) $ 34,000
Training 6 Weeks (4) $ 11,500
K-9 Ballistic Vest (4) $ 2,000
K-9 Equipment (4) $ 4,000
K-9 Housing (4) $ 16,000
Travel Meals (4) $ 8,400
Travel Hotel (4) $ 18,000
Travel Fuel (VPD Fleet) (4) $ 2,000
Gold Coast Credit $ (8,500)
Total Appropriations Required $ 87,400
Donation $ (27,341)
Total Cost $ 60,059
Additional Annual On-Going Cost
Annual FI Dog Collar (GPS) (4) $ 756
PackTrack Subscriptions $ 560
Current Training Maintenance
Annual Training Maintenance $ 18,000
(Covers all 4 dogs/handlers)
POLICE K-9 PURCHASE 2026
Prior Council Action: N/A
Alternatives: Do not replace the Police Canines
Recommended Motion (and Alternative Motions if expected):

Authorize a sole source purchase to replace four (4) police service canines from Gold Coast K9 Services in Ventura, CA and purchase the required supplies and training for a total project cost of $87,400. Appropriate an additional $10,300 in Asset Forfeiture Funds 621 and transfer funds from CP0611 to CIP CP0747.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 04/06/2026
Attachments: Gold Coast K-9 Services Quote
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Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☒
Organizational
Excellence
☐
Fiscal
Strength
☐
Infrastructure &
Growth
☒
Quality of
Life
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0685 Agenda Date: 4/6/2026 Agenda #: 4.

Agenda Item Wording:

Developer Reimbursement Agreement - Authorize the City Manager to execute the reimbursement agreement associated with Pearl Woods - Phase 1 Subdivision located at southwest corner of Cherry Avenue and McAuliff Street.

Agenda Date: 04/06/2026
Prepared by:

Sarah MacLennan, Assistant Engineer, (559)713-4271, [email protected] Jason Huckleberry, Director of Eng & Building, (559)713-4495, [email protected] Department Recommendation: Staff recommends authorizing the City Manager to execute the reimbursement agreement in the amount of $1,665,681.12 for improvements constructed along McAuliff Street, associated with the Pearl Woods - Phase 1 subdivision and the construction of a city regional storm basin along Cameron Creek.

Summary:

Improvements for Pearl Woods - Phase 1 subdivision are under construction. The subdivision is being developed by PWV Capital LLC and contains 105 single-family residential lots and three lettered lots for parkway landscaping, block walls, and landscaping along with public streets.

As per the subdivision improvement agreement, collector roadway improvements were required along the project street frontages. McAuliff Street is identified as a funded collector in the City’s Circulation Element and Transportation Impact Fee program. Consequently, portions of the required public improvements along McAuliff Street are eligible for reimbursement under the City’s impact fee programs. The storm drainage improvements required as part of the subdivision included oversizing of the storm mains to accommodate additional capacity beyond the immediate needs of the subdivision, as well as the dedication and construction of a 3.61 acre permanent regional storm drain basin.

The total amount to be reimbursed to the developer is $1,665,681.12 for the excess in pavement and storm drainage facilities beyond the developer’s responsibilities. Transportation and storm drainage impact fees are to be credited to the developer for each residential building permit issued within the development until the available credit balance has been fully exhausted. Remaining reimbursement would be due in the form of a cash payment to the developer for the improvements. Cash payments are to be paid as fund balances allow and may be paid over a period of time as designated within existing City municipal code.

Background Discussion:

On December 10, 2025, the reimbursement agreement for the Pearl Woods - Phase 1 Subdivision Visalia City Council Page 1 of 2 Printed on 4/2/2026
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was reviewed and recommended for approval by the Development Reimbursement Review Committee (DRRC). The DRRC is comprised of staff from the Engineering & Building, Planning & Community Preservation, and Finance Departments. The DRRC reviewed the reimbursement to ensure that the costs are reasonable compared to the City’s costs for comparable capital projects.

Fiscal Impact including annual maintenance and operating costs:

The reimbursement will be made from the Transportation Impact Fee Fund 241 (CP9130) in the amount of $168,684.16, the Storm Sewer Fund 221 (CP0517) in the amount of $1,036,583.49.66, and the Recharge Storm Fund 224 (CP0517) in the amount of $460,413.47.

The timing of the payments for reimbursable improvements shall be made per municipal code for each fee category and made as funds are available within each fund. A portion of these reimbursable items are budgeted in the current 2025/26 CIP program, however funds from the anticipated 2026/27 CIP budget will be necessary to fully satisfy this reimbursement obligation, these funds will not be available until after July 1st, 2026. No payment shall be made until a Notice of Completion has been recorded for the project.

Prior Council Action: Final map for Pearl Woods - Phase 1 subdivision approved by Council for recordation on July 21, 2025.

Alternatives: None recommended
Recommended Motion (and Alternative Motions if expected):

I move to authorize the City Manager to execute the reimbursement for improvements completed by the Pearl Woods - Phase 1 subdivision.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 04/06/2026
Attachments:

1. Aerial

2. Reimbursement Agreement - Draft
Strategic Goal:
☐
Economic
Vitality
☐
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
Visalia City Council Page 2 of 2 Printed on 4/2/2026
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E Walnut Ave
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Coordinate System: WGS 1984 Web Mercator Auxiliary Sphere Nearmap US, City of Visalia, Fresno County Dept. PWP, California State Parks, Esri, TomTom, Garmin, SafeGraph, FAO, METI/NASA, USGS, Bureau of Land Management, EPA, NPS, USFWS, Esri, NASA, NGA, USGS Aerial Map
Subdivision
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1 Reimbursement Agreement
City of Visalia and Developer

CITY OF VISALIA

REIMBURSEMENT AGREEMENT

FOR PRIVATELY CONSTRUCTED PUBLIC FACILITIES INCLUDED
IN THE CITY’S IMPACT FEE PROGRAMS
This Agreement, dated as of the day of , 2026, is entered into by and between the CITY OF VISALIA, a municipal corporation (the “City”), and PWV CAPITAL LP (the “Developer”).

RECITALS:

WHEREAS, Chapter 16.40 of the City of Visalia Municipal Code (the “Code”) establishes development fees and special funds as part of the City’s Storm Drain System Fee Program (the “Storm Drain Development Fee Program”); and WHEREAS, Section 16.40.070 of the City of Visalia Municipal Code authorizes the City to enter into reimbursement agreements for the construction of facilities designated in the Storm Drain Development Fee Program upon application of property developers; and WHEREAS, Chapter 16.44 of the City of Visalia Municipal Code establishes development fees and special funds as part of the City’s Transportation Fee Program (the “Transportation Fee Program”); and
WHEREAS, Section 16.44.150 of the City of Visalia Municipal Code authorizes the City to enter into reimbursement agreements for the construction of planned transportation facilities designated in the Transportation Fee Program upon application of property developers; and
WHEREAS, City and Developer, as a condition for approval of the PEARL WOODS - PHASE 1, pertaining to real property identified therein (the property and entitlements so described hereafter referred to as the “Project”) have entered into a Subdivision Improvements Agreement that sets forth Developer’s obligations regarding the dedication of right-of-way and construction of planned transportation and storm drainage facilities and other public improvements, according to improvement plans titled PEARL WOODS – PHASE 1, approved by the City on February 13, 2026 (hereafter collectively referred to as the “Facilities”); and
WHEREAS, City and Developer desire to set forth their mutual understandings regarding the manner in which the City shall reimburse Developer for the Facilities that are NON-SUPPLEMENTAL transportation facilities and the related right-of-way under the City’s Transportation Fee Program requirements but have been required as conditions of approval for Developer’s private development project and City maintains no proprietary interest in the overall project except for these specified public improvements; NOW, THEREFORE, in consideration of the mutual promises contained herein, the City and the Developer hereby agree as follows:
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2 Reimbursement Agreement
City of Visalia and Developer
Section 1. Construction of Facilities
City and Developer acknowledge that the Facilities have been constructed in accordance with the terms of the Subdivision Improvements Agreements.

Section 2. Reimbursement Amounts
The City shall reimburse, through fee credits and cash payments as provided herein, the Developer for the planned Facilities based on the applicable unit costs shown in Exhibit 1, which is attached hereto and made a part hereof by reference. These costs shall be referred to as the “Programmed Costs” and show the costs to be reimbursed along with the division between storm drainage and transportation improvements. Planned transportation facilities that are non-supplemental improvements to the Project, and for which the Developer is entitled to be reimbursed for, are identified in Exhibit 1.

The City may request the Developer to construct supplemental planned facilities.

Reimbursable supplemental facilities are listed and described separately in Exhibit 1.

Adjustments to the reimbursable amounts contained in Exhibit 1 may be requested in the same manner as adjustments to the Programmed Costs as described below in Section 3.

Changes or variations in the Programmed Costs may be requested by the Developer pursuant to Section 3 of this Agreement.

Section 3. Adjustment to Programmed Costs
The Developer may, but is not required to, request the City adjust the Programmed Costs.

In order to request an adjustment to the Programmed Costs, the Developer must provide the following:
(1) Copies of the original contract with the contractor and any change orders that have been agreed to by the Developer, contractor, and the City. The portion of each change order associated with the Facilities must be itemized separately; (2) Copies of all invoices, with unconditional lien releases, submitted by the contractor; (3) Copies of all checks issued by the Developer with related invoices indicated; and (4) A summary tabulation of all contractor invoices and Developer payments.

If, when the final reconciliation of construction costs for the improvements to be reimbursed is conducted by the City, the actual construction costs for any of the Facilities so reimbursed exceeds the Programmed Costs for such Facilities, , the City Engineer shall review the items described above and determine if the Programmed Costs that will be credited/reimbursed to the Developer should be increased above the amount shown in Exhibit 1 to fairly reflect change orders or other changed circumstances and based in comparison to the schedule of costs and land values contained in the Traffic Impact Fee 161
3 Reimbursement Agreement
City of Visalia and Developer
Update Nexus Study City of Visalia, dated March 16, 2015. The City Engineer shall determine in his/her reasonable discretion how much of the actual construction costs should be included in an increase to the Programmed Costs, and if acceptable, the parties shall execute an amendment to this Agreement setting forth the adjusted Programmed Cost.

Section 4. Right to Reimbursement
Developer shall be reimbursed the final amount of the Programmed Cost in the manner as set forth in Section 5 below. Reimbursements payments by the City will not be made until all of the following requirements are met:
(1) All Facilities are completed and formally accepted by the City as shown by the issuance of a Notice of Completion by the City; and
(2) A reimbursement request is submitted to the City. The Developer must apply for reimbursement within four (4) years after the City has accepted the Facilities or within four years of January 30, 2009, the effective date of Ordinance No. 2008-14, which modified Chapter 16.44 of the Visalia Municipal Code to contain this requirement, whichever is later. The Developer waives all right to reimbursement from the City if they do not request reimbursement within this four-year limitation; and
(3) Thirty (30) days have passed since the City accepted the facilities and no claims of nonpayment have been filed with the City. If such claims have been filed, then the City will not reimburse the Developer until the claims are resolved.

Section 5. Reimbursement Method
Upon issuance of a Notice of Completion for the Facilities, Developer shall be reimbursed the Programmed Costs in the following manner(s):

5.1 Credit Applied Towards Future Fees. The Developer shall be credited with a total fee credit of $176,376.26 (“Fee Credit”). Such Fee Credit shall be available for offsetting impact fees associated with development of the Project and the Credit Total shall be distributed among the lots or pads that constitute the Project in the manner identified in Exhibit 1. The Fee Credit shall be recognized at the time of building permit issuance, but only if a Notice of Completion has been issued for the Facilities, and shall be available only to offset the fees indicated in Exhibit 1, as they shall be determined at that time. The Credit Total shall be deemed to attach to property constituting the Project as identified herein, and should Developer transfer such property or any portion thereof, the credit or appropriate portion thereof shall transfer automatically with such property. In the event the indicated credit is not taken at time of building permit issuance because a Notice of Completion for the Facilities has not been issued, then the fee shall be paid in full without credit, and the amount of credit not taken shall be paid to Developer as a cash reimbursement within thirty (30) days 162
4 Reimbursement Agreement
City of Visalia and Developer
of issuance of the Notice of Completion and upon the City receiving all the required final reimbursement items listed in Section 2.

5.2 Cash Reimbursement from Development Fees Collected City Wide. City shall pay $1,489,304.86 of the Programmed Costs, in the manner identified in Exhibit 1, within 15 years of the date of Notice of Completion for the project. The City shall establish respective priorities to payments from such fund by reference to the date of issuance of a Notice of Completion. The City will reimburse the Programmed Costs to the Developer without interest.

Section 6. Transfer of Reimbursement Rights
Rights to cash payment reimbursements or fee credits granted to Developer pursuant to this Agreement may be transferred to other owners, builders, or developers only with the written consent of City. The notice must be signed by the Developer and the City, and an executed copy of the form shall be kept on file at the City.

Section 7. Limited City Obligation
The obligations arising from this Agreement are neither a debt of the City nor a legal or equitable pledge, charge, lien, or encumbrance upon any of its property or upon any of its income, receipts, or revenues, except the fees collected for the Facilities. Neither the General Fund nor any other fund of the City, except the applicable fund(s) associated with the Transportation Impact Fee Program, shall be liable for the payment of any obligations arising from this Agreement. The credit or taxing power of the City is not pledged for the payment of any obligation arising from this Agreement. No Developer shall compel the forfeiture of any of the City’s property to satisfy any obligations arising from this Agreement.

Section 8. Liens, Claims, and Encumbrances
Prior to final acceptance and issuance of Notice of Completion for any Facilities by the City, the constructing Developer shall provide a written guarantee and assurance to the City that there are no liens, claims, or encumbrances on those Facilities, together with unconditional final releases from all contractors and material suppliers, and with copies of invoices and corresponding checks issued by the Developer for all items for which reimbursement is requested under this Agreement for the Facilities. Notwithstanding any other provision or term of this Agreement, the City shall have no obligation to make any reimbursement payments until the constructing Developer has cleared any and all liens, claims and encumbrances from the Improvements and provided the required documentation, guarantee and assurance in writing, to the satisfaction of the City.

Section 9. No Third-Party Beneficiary
City does not assume any liability, duty or obligation to Developer’s contractors, subcontractors or agents by execution or performance of this Agreement and no contractors, subcontractors, agents or any parties are third party beneficiaries of this Agreement.
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Section 10. Attorney’s Fee
If any suit, action or proceeding in law or equity is brought to enforce the provisions of this Agreement, the prevailing party shall be entitled to reasonable costs and attorneys’ fees.

Section 11. Notices
Any notices, requests, demands or other communications required or permitted to be given under this Agreement shall be in writing and shall be deemed to have been duly given on the date of service if served personally (FedEx and similar services, each of which is hereinafter called an “Express Courier,” shall be considered to be personal service) or by telephone facsimile or other electronic transmission (provided that the sender of a telephone facsimile or other electronic transmission has received confirmation of successful transmission by the sending fax machine), and upon receipt, if mailed to the party to whom notice is to be given, by first-class mail, registered or certified, postage prepaid, return receipt requested, and properly addressed as follows:

City:

City of Visalia
Engineering and Building Department
With a copy to:

City of Visalia
Finance Department
315 E. Acequia Ave. 707 W. Acequia Ave.

Visalia, CA 93291 Visalia, CA 93291
Attn: City Engineer Attn: Finance Administrator
Developer:

PWV Capital LP
Attn: Mathew Watson
1170 N. Coast Hwy
Laguna Beach, CA 92651
Either party may change its mailing address at any time by giving written notice of such changes to the other party in the manner provided herein.

Section 12. Term
The term of this Agreement shall start on the day and year duly executed by all parties and shall remain in effect until all the terms and conditions contained in this Agreement have been satisfied.

Section 13. Severability
If any portion of this Agreement is declared by a court of competent jurisdiction to be invalid or unenforceable, such portion shall be deemed severed from this Agreement and the remaining parts shall remain in full effect as though such invalid or unenforceable provision had not been a part of this Agreement.

Section 14. Binding on Successors and Assigns
Each and every provision of this Agreement shall be binding upon and shall inure to the benefit of the respective successors and assigns of the parties hereto, in the same 164
6 Reimbursement Agreement
City of Visalia and Developer
manner as if such parties had been expressly named herein.

Section 15. Governing Law; Venue
This Agreement is made under, and shall in all respects be interpreted, enforced, and governed by, the laws of the State of California. In the event of a dispute concerning the terms of this Agreement, the venue for any legal action shall be with the appropriate court in the County of Tulare, State of California.

Section 16. Exhibits
The Exhibits attached hereto are hereby incorporated herein by this reference.

Section 17. Entire Agreement
This Agreement contains the entire agreement between the parties with respect to the matters contained herein and may be amended only by subsequent written agreement signed by all parties.

Section 18. Compliance with State Law.

Developer is aware of the requirements of California Labor Code Section 1720, et seq., 1770, et. seq., and California Code of Regulations, Title 8, Section 1600, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements for work considered “public works” as that term is defined under Prevailing Wage Laws. Developer agrees that it shall comply with Prevailing Wage Laws and it is Developer’s sole responsibility to confirm whether Prevailing Wage Laws are applicable. City shall provide Developer with a copy of the prevailing rates of per diem wages in effect at the commencing of this Agreement upon request by the Developer. Developer agrees to hold the City harmless and to indemnify and defend the City, with legal counsel reasonably acceptable to City, from all claims arising from the potential application of Prevailing Wage Laws under this Agreement. 165
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and the year first written above.

CITY OF VISALIA, PWV Capital LP
A Municipal Corporation

Leslie B. Caviglia Date Signature Date
City Manager/City Clerk
____________________________________
Print Name
ATTEST:
___________________________________
Title
Chief Deputy City Clerk Date
APPROVED AS TO FORM:

City Attorney Date
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City of Visalia and Developer
EXHIBIT 1
Collector Improvements (McAuliff Street)
1 Description Quantity Units Unit Cost Total Requested
2 5" AC/11" AB 18,703 SF $ 6.00 $ 112,218.00
Storm Water
Description Quantity Units Unit Cost Total Requested
3 Upsized 24" to 48" Concrete SD Pipe 1,978 LF $ 326.00 $ 644,828.00 4 Upsized 48" to 72" MH 9 EA $ 7,250.00 $ 65,250.00
Regional Basin $ -
5 Basin Access Road 24,940 SF $ 2.00 $ 49,880.00
6 Fine Grading (Soil Cap) 1,760 CY $ 12.00 $ 21,120.00
7 Hydroseeding* 95,739 SF $ 0.157 $ 15,000.00
8 Fencing (Chain Link) 2,455 LF $ 50.25 $ 123,363.75
9 Fencing (Concrete Curb) 2,455 LF $ 14.50 $ 35,597.50
10 Concrete Outlet Structure 1 EA $ 23,800.00 $ 23,800.00 11 Outlet Trash Rack 1 EA $ 5,000.00 $ 5,000.00
12 Outlet Rip Rap 1 LS $ 8,600.00 $ 8,600.00
Engineering Fee
13 Design & Construction Management 12% $ 132,558.87
Miscellaneous
14 Recharge Capacity Design 1 EA $ 24,465.00 $ 24,465.00 Land Acquisition
15 McAuliff Acquisition 0.43 Acres $ 100,000.00 $ 43,000.00 16 Regional Basin 3.61 Acres $ 100,000.00 $ 361,000.00
$ 1,665,681.12
167
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0688 Agenda Date: 4/6/2026 Agenda #: 5.

Agenda Item Wording:

Joint letter of support for Naval Air Station Lemoore - Authorize the Mayor to sign a regional joint letter of support for Naval Air Station Lemoore in the proposed action by the U.S. Navy to transition existing FA-18E/F squadrons to F-35C Lightning II Joint Strike Fighter squadrons and home basing new F-35C aircraft at the Navy’s master jet base over an approximate 10-year period.

Agenda Date: 4/6/2026
Prepared by:

John Lollis, Assistant City Manager, [email protected], (559)713-4323 Department Recommendation:

Staff recommends that the City Council authorize the Mayor to sign a regional joint letter of support for Naval Air Station (NAS) Lemoore in the proposed action by the U.S. Navy to transition existing FA -18E/F squadrons to F-35C Lightning II Joint Strike Fighter squadrons and home basing new F-35C aircraft at the Navy’s master jet base over an approximate 10-year period.

Summary:

Authorize the Mayor to sign a regional joint letter of support for NAS Lemoore in the proposed action by the U.S. Navy to transition existing FA-18E/F squadrons to F-35C Lightning II Joint Strike Fighter squadrons and home basing new F-35C aircraft at the Navy’s master jet base over an approximate 10-year period beginning no earlier than 2028.

Background Discussion:

NAS Lemoore serves as the U.S. Navy’s West Coast hub for the F-35C Lightning II, acting as the “master jet base” for the carrier-variant stealth fighter. In 2014, the Navy announced that NAS Lemoore would be the primary West Coast base for the F-35C due to favorable air space and lower environmental constraints, as well as its ability to support the training of the next-generation fighter that requires high-level maintenance care compared to older jets. The first F-35C fighters arrived at NAS Lemoore in 2017, assigned to the reactivated Strike Fighter Squadron (VFA) 125 “Rough Raiders,” the West Coast’s Fleet Replacement Squadron (FRS) for the jet. In 2018, the F-35C FRS became fully operational. In 2021, the station began utilizing the Operational Data Integrated Network (ODIN) to support maintenance for VFA-125. Currently, NAS Lemoore hosts the Commander Joint Strike Fighter Wing (CJSFW) and continues to integrate the F-35C.

To continue the integration of the F-35C fighter, in 2025 the Navy proposed the transition of seven (7) existing FA-18E/F squadrons at one of the Navy’s master jet bases (NAS Lemoore-California or NAS Oceana-Virginia) to F-35C Lightning II Joint Strike Fighter (JSF) squadrons by home basing seventy (70) new F-35C aircraft (10 aircraft per squadron) over an approximate 10-year period time to begin no earlier than 2028. The proposed action involves personnel changes and expanding, modifying and constructing new facilities and establishing or increasing support functions at one or both Navy master jet bases. The purpose of the proposed transition is to enhance the Navy’s ability to satisfy Visalia City Council Page 1 of 3 Printed on 4/2/2026
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File #: 25-0688 Agenda Date: 4/6/2026 Agenda #: 5.
master jet bases. The purpose of the proposed transition is to enhance the Navy’s ability to satisfy national defense requirements by replacing the aging FA-18E/F fleet with the state-of-the-art F-35C strike fighter aircraft. It is anticipated that the Navy will announce its preliminary determination this coming Summer, with the final determination to be made by Fall 2027.

The City of Visalia and the broader Central Valley tremendously benefits from the economic impact that NAS Lemoore provides. As one of the largest regional employers, the station contributes significantly to the local economies, generating more than $1 billion in economic impact and supporting thousands of jobs. The decision to home base the new F-35C squadrons at NAS Lemoore would further solidify and expand the positive economic impact the station provides.

Further supporting the connection between the city of Visalia and NAS Lemoore is the design and development of the Cross Valley Corridor, utilizing express bus service.

To support the necessary facility improvements associated with the proposed jet fighter transition, NAS Lemoore recently entered into a partnership to build an AI-optimized data center designed to enhance advanced energy resilience and workload requirements. Also, the recent passage of the Fiscal Year 2026 National Defense Authorization Act (FY26 NDAA) included nearly $90 million authorizing two (2) major construction projects to plan and prepare to support the F-35C transition, including $55.542 million for the construction of the Strike Fighter Center of Excellence (cutting-edge training facilities for Navy personnel to safely handle and load ordinance on Strike Fighter aircraft) and funding toward the planning and design for a new F-35 Aircraft Maintenance Hangar to improve operational efficiency and maintenance capacity for the F-35 program.

Fiscal Impact:

The City receives economic benefit from the location and expansion of NAS Lemoore, with many of the station personnel choosing to reside in Visalia and surrounding area.

Prior Council Action:

None
Alternatives: Not authorize to join a regional joint letter of support.

Recommended Motion (and Alternative Motions if expected):

I move to authorize the Mayor to sign a regional joint letter of support for NAS Lemoore.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 4/6/2026
Attachments:

1. Draft joint letter of support

2. U.S. Navy project overview fact sheet
Strategic Goal:
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Ei
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Qlif
Visalia City Council Page 2 of 3 Printed on 4/2/2026
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File #: 25-0688 Agenda Date: 4/6/2026 Agenda #: 5.
☒
Economic
Vitality
☐
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
Visalia City Council Page 3 of 3 Printed on 4/2/2026
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220 N. Santa Fe St. • Visalia, CA 93292 P 559.713.4355 W visalia.gov City Council
Brett Taylor
Mayor
Liz Wynn
Vice Mayor
Steven A. Nelsen
Councilmember
Emmanuel
Hernandez Soto
Councilmember
Brian Poochigian
Councilmember
April 6, 2026
The Honorable John C. Phelan
Department of the Navy
1000 Navy Pentagon, Room 4D652
Washington, DC 20350
RE: HOME BASING F-35C LIGHTNING II JOINT STRIKE FIGHTER

SQUADRONS AT NAVAL AIR STATION LEMOORE

SUPPORT
Dear Mr. Secretary,
We write to you to respectfully express our unified regional SUPPORT for the home basing of F35C Lightning II Joint Strike Fighter Squadrons at Naval Air Station (NAS) Lemoore. Already the primary, established West Coast home base for F-35C Strike Fighter Squadrons, NAS Lemoore has the existing and planned necessary facilities and infrastructure to support the transition of FA18E/F squadrons to F-35C squadrons over the expected 10-year period.

For sixty-five (65) years, NAS Lemoore has served as the vital link between California’s seaport facilities and the Pacific Fleet’s tactical needs, playing a critical role in national defense. Located in a rural, sparsely populated area, the station serves as a strategic location by offering “unimpeded training” and superior airspace for high-intensity training, away from major metropolitan areas. As the U.S. Navy’s largest and only West Coast “Master Jet Base,” NAS Lemoore serves as the premier training and operational hub for Pacific Fleet Strike Fighter Squadrons. The station currently provides critical training and maintenance for Strike Fighter Squadrons and features advanced facilities, including two (2) 13,500-foot parallel runways designed specifically for modern and next-generation jet aircraft operations.

NAS Lemoore is a focal point for next-generation military technology, including a recent partnership to build an AI-optimized data center to support advanced energy resilience and workload requirements. In addition, included in the recent passage of the Fiscal Year 2026 National Defense Authorization Act (Public Law 119-60) (FY26 NDAA) was nearly $90 million, authorizing two (2) major Navy construction projects at NAS Lemoore to plan and prepare for the station’s strategic support for F-35C Strike Fighter Squadrons, including $55.542 million for the construction of the Strike Fighter Center of Excellence (cutting-edge training facilities for Navy Draft
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220 N. Santa Fe St. • Visalia, CA 93292 P 559.713.4355 W visalia.gov City Council
personnel to safely handle and load ordinance on Strike Fighter aircraft) and $33.49 million for the planning and design for a new F-35 Aircraft Maintenance Hangar to improve operational efficiency and maintenance capacity for the F-35 program. As part of the Fiscal Year 2026 Continuing Appropriations, Agriculture, Legislative Branch, Military Construction and Veterans Affairs, and Extensions Act (Public Law 119-37), the Strike Fighter Center of Excellence was fully funded.

Planning and design funding was also included for the F-35 Aircraft Maintenance Hanager.

The California Central Valley region truly appreciates and highly values the tremendous economic impact that NAS Lemoore has on the Central Valley. As one of the largest regional employers, the station contributes significantly to the local economies, generating more than $1 billion in economic impact and supporting thousands of jobs.

For the reasons discussed above and more, we collectively and enthusiastically SUPPORT the proposed transition of existing FA-18E/F squadrons and home basing of the replacement F-35C Lightning II Joint Strike Fighter Squadrons at NAS Lemoore. Thank you for your careful consideration and support for the nation’s critical defense and the California Central Valley’s citizens.

Sincerely,
Brett Taylor, Mayor
City of Visalia
Draft
172
Environmental Impact Statement

PROJECT OVERVIEW
Navy’s Transition from FA-18E/F Squadrons
to F-35C Squadrons
What is the Navy Proposing?
The proposed action is the transition of seven
existing FA-18E/F squadrons at the Navy’s
master jet bases (Naval Air Station [NAS]
Lemoore, California or NAS Oceana, Virginia) to
F-35C Lightning II Joint Strike Fighter squadrons
by home basing 70 new F-35C aircraft (10
aircraft per squadron) over an approximate
10-year period. The Navy is preparing an
Environmental Impact Statement (EIS) in
accordance with the National Environmental Policy Act (NEPA) to evaluate the Proposed Action.

Home basing F-35C aircraft at NAS Lemoore or NAS Oceana would require facility and infrastructure construction and upgrades to help support the transition. Construction activities may include demolition, renovations, new construction, and other facility or utility upgrades.

The EIS will assess both the quantity of training operations at NAS Lemoore and NAS Oceana and their local operating areas, and the potential environmental effects of changes in personnel associated with the Proposed Action.

When Would the Proposed Action Take Place?
The Proposed Action would begin with the start of facility construction required to support squadron transition and aircraft home basing. Implementation would begin no earlier than 2028 and is anticipated to be completed by 2039.

What Alternatives May Be Considered in the EIS?
Preliminarily, two action alternatives have been identified as follows:
● Alternative 1 – Transition Seven FA-18E/F Squadrons to F-35C Squadrons at NAS Lemoore
● Alternative 2 – Transition Seven FA-18E/F Squadrons to F-35C Squadrons at NAS Oceana
December 2025
www.nepa.navy.mil/F35C 173

SCOPING
Scoping is one of the first
steps in the EIS process,
and public input during this
period is important.

Alternatives are currently
being identified for further
study. No decisions about
the Proposed Action have
been made, and the impact
analysis has not yet begun.

During the scoping period
the public can submit
comments about
alternatives and effects of
the Proposed Action,
relevant information,
studies, or analyses in the
following ways:
• Submit comments
electronically via the
project website:
www.nepa.navy.mil/F35C
• Mail written comments to:

Naval Facilities
Engineering Systems
Command Atlantic
Attn: Code EV21JB
6506 Hampton Blvd.

Norfolk, VA 23508 -1212
Comments must be sent
by 11:59 p.m. January 4,
2026 if sent electronically,
or postmarked January 4,
2026 if mailed.

What Types of Actions Require an EIS?
NEPA requires federal agencies planning to undertake a major federal action that would significantly affect the quality of the human environment to document and analyze the reasonably foreseeable effects of the agency’s action and to consider a reasonable range of alternatives to that action. The agency satisfies this requirement by preparing an EIS. This process ensures agencies consider the environmental consequences of their actions in their decision making, along with economic and technical considerations, and promotes transparency and public participation by affording opportunities for public participation and comment.

What is the NEPA Process for an EIS?
The Navy's process for preparing an EIS includes:
● Publication of a notice of intent (NOI) to prepare an EIS. The NOI provides an overview of the proposed project and the scope of the EIS.
● Scoping period to allow the public and government
agencies to review the Proposed Action and provide input to help determine what the EIS will address.
● Preparation of a Draft EIS (DEIS).
● Public and government agency review of the DEIS (typically 45 days). The DEIS is made available to the public,
government agencies, and other stakeholders for review and comment. Public meetings may be held during the review
period to record comments from interested parties.
● Preparation of a Final EIS (FEIS) incorporating and
responding to substantive comments on the DEIS.
● Record of Decision (ROD). The agency issues a ROD
summarizing the final decision and selected measures for mitigation (if any) of adverse environmental effects of the chosen alternative.

Two Year NEPA Process Timeline Navy F-35C Squadron Transition EIS Dec 5, 2025
Notice of
Intent
Dec 5, 2025 –
Jan 4, 2026
Public Scoping
Period
Aug 2027
Final EIS
Available
Fall 2027
Record of
Decision
Nov/Dec
2026 Draft
EIS Release
and Public
Comment
Period
www.nepa.navy.mil/F35C 174
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0694 Agenda Date: 4/6/2026 Agenda #: 6.

Agenda Item Wording:

Letter of opposition to Assembly Bill 1383 (McKinnor) - Approve a letter of opposition to Assembly Bill 1383 (McKinnor) as amended January 22, 2026, which makes several significant changes to public employees’ retirement benefits and would lead to increased pension liability for public agencies.

Agenda Date: 4/6/2026
Prepared by:

John Lollis, Assistant City Manager, [email protected], (559)713-4323 Department Recommendation:

Staff recommends that the City Council authorize the Mayor to sign a Letter of Opposition to Assembly Bill 1383 (McKinnor) as amended January 22, 2026.

Summary:

Authorize the Mayor to sign a letter of opposition to Assembly Bill (AB) 1383 (McKinnor) as amended January 22, 2026, which makes several significant changes to public employees’ retirement benefits and would lead to increased pension liability for public agencies.

Background Discussion:

The Public Employees’ Pension Reform Act (PEPRA) was passed in 2012, and most of its provisions went into effect January 1, 2013. PEPRA was designed to address a wide range of issues involving public employee pensions and was a major step in helping public agencies better manage future pension costs and prevent the California Public Employees’ Retirement System (CalPERS) from not meeting its pension obligations to retirees or becoming insolvent. AB 1383 would undo many of the reforms established by PEPRA in 2013, including:

1. Require on or after January 1, 2027, retirement systems subject to PEPRA adjust the pensionable compensation limit to be consistent with federal law;

2. Authorize a public employer and a recognized employee organization to negotiate a prospective increase to the Defined Benefit (DB) retirement formulas for existing and new safety plan members by:
a. Lowering the benefit factor from age 57 to 55 for three (3) existing safety DB formulas; and
b. Creating a fourth PEPRA safety DB retirement formula of three percent (3%) at age 55.

3. Authorize an employer and recognized employee organization to agree via a memorandum of understanding to be placed in a lower or higher safety DB retirement formula.

Prior to PEPRA, the pensionable compensation limit was consistent with federal law. PEPRA established a lesser pensionable compensation limit for public employees hired after January 1, Visalia City Council Page 1 of 3 Printed on 4/2/2026
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File #: 25-0694 Agenda Date: 4/6/2026 Agenda #: 6.
2013. For 2026 the pre-PEPRA (“Classic”) pensionable compensation limit is consistent with federal law at $360,000, and the PEPRA limit is $191,679 (no Social Security) and $159,733 (with Social Security AB 1383 would increase the PEPRA pensionable compensation limits to be consistent with federal law currently at $360,000, thereby increasing pension liability for public agencies. An actuarial cost prepared by CalPERS determined that this provision would increase the annual normal cost contributions of employers and current PEPRA members in the low hundreds of millions, and the present value of future benefits in the low billions of dollars.

Prior to PEPRA, there were three (3) “Classic” retirement formulas for public safety members, including 3% at age 50, 2.5% at age 55, and 2.7% at age 57. PEPRA established a standard retirement formula of 2.7% at age 57. AB 1383 would make each of the “Classic” retirement formulas again eligible subject to negotiation between the public agency and the recognized employee organization, as well as create a fourth formula of 3% at age 55. Each of the new retirement formulas and reduced age would increase pension liability for public agencies, with the actuarial performed by CalPERS determining these provisions would increase the present value of future benefits by approximately $4 billion.

The City of Visalia’s State Legislative Platform adopted in 2022 states that the City will “Support legislation that would stabilize funding for the State’s pension programs,” but does not establish a position on legislation that does the opposite. The Platform also states that the City will “Support reforms in State-local fiscal relationship that will improve the City’s ability to finance and efficiently administer both mandated and discretionary services while opposing legislation that creates mandates without State funding sources to carry them out.” AB 1383 passed through the Assembly during the 2025 Legislative Session, and is now being considered by the State Senate, to be first considered by the Senate Rules Committee during the April timeframe.

Fiscal Impact:

As determined by the actuarial study performed by CalPERS, AB 1383 would increase the annual normal cost contributions of the City and its current PEPRA public safety members, as well as increase the present value of future benefits, thereby increasing the City’s pension liability.

Prior Council Action:

None
Alternatives: Not authorize a Letter of Opposition to AB 1383 Recommended Motion (and Alternative Motions if expected):

I move to authorize the Mayor to sign a letter of opposition to Assembly Bill 1383 (McKinnor) as amended January 22, 2026.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 4/6/2026
Visalia City Council Page 2 of 3 Printed on 4/2/2026
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Attachments:

1. Draft Letter of Opposition

2. AB 1383 Draft Legislation

3. AB 1383 Assembly Floor Analysis

4. League of California Cities Joint Letter of Opposition (January 16, 2026) Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
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Organizational
Excellence
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Fiscal
Strength
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Visalia City Council Page 3 of 3 Printed on 4/2/2026
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220 N. Santa Fe St. • Visalia, CA 93292 P 559.713.4355 W visalia.gov

City Council
Brett Taylor
Mayor
Liz Wynn
Vice Mayor
Steven A. Nelsen
Councilmember
Emmanuel
Hernandez Soto
Councilmember
Brian Poochigian
Councilmember
April 6, 2026
The Honorable Tina McKinnor
Chair, Assembly Committee on Public Employment and Retirement 1020 N Street, Room 153
Sacramento, CA 95814
RE: AB 1383 (McKinnor) Public employees’ retirement benefits.

OPPOSE (As Amended January 22, 2026)
Dear Assembly Member McKinnor,
The City of Visalia respectfully writes to inform you of our respectful opposition to your Assembly Bill (AB) 1383. This bill would make several significant changes to public employees’ retirement benefits, which would ultimately lead to increased pension liability for public agencies.

The Public Employees’ Pension Reform Act (PEPRA) was passed in 2012, and most of its provisions went into effect January 1, 2013. PEPRA was designed to address a wide range of issues involving public employee pensions and was a major step in helping local agencies better manage future pension costs and prevent the California Public Employees Retirement System from sliding into insolvency. AB 1383 would upend many of the reforms put in place in 2013 by PEPRA.

Specifically, this bill would:
• Increase the pensionable compensation cap;
• Reduce the retirement age for public safety from 57 to 55 prospectively; • Add a 4th safety tier that is 3% @ 55, prospective and subject to bargaining; • Allow local agencies to adjust their local formula in a prospective manner; and • Permit authorized employee representatives to bargain with the employer over the employee share of payment for the normal cost.

While we recognize and appreciate the intent of the bill to support recruitment and retention of essential public safety professionals, the bill would impose increase mandated costs without funding. The potential cost of this bill comes at a time of great uncertainty. The fiscal volatility in the market compounded with the increased benefit costs from this bill could lead to significant cost increases for public agencies.

While our City supports competitive recruitment and retention of all public employees, AB 1383 represents an unfunded mandate that fails to balance sustainable retirement benefits with taxpayer fairness and long-term financial stability.

For the reasons discussed above, the City of Visalia respectfully is opposed to AB 1383. We look 178
220 N. Santa Fe St. • Visalia, CA 93292 P 559.713.4355 W visalia.gov

City Council
forward to continued conversations and collaboration with stakeholders on addressing pension sustainability and employee retention and recruitment. If you have any questions, please do not hesitate to contact our Assistant City Manager, John Lollis at (559)713-4323. We appreciate your time and consideration.

Sincerely,
Brett Taylor, Mayor
City of Visalia
179
AMENDED IN ASSEMBLY JANUARY 22, 2026
AMENDED IN ASSEMBLY APRIL 11, 2025
AMENDED IN ASSEMBLY MARCH 10, 2025
california legislature—2025–26 regular session
ASSEMBLY BILL No. 1383
Introduced by Assembly Member McKinnor
(Coauthors: Assembly Members Ávila Farías, Boerner, and Nguyen) (Coauthor: Senator Grayson)
(Coauthors: Assembly Members Ahrens, Alanis, Ávila Farías, Boerner, Calderon, Castillo, Chen, Connolly, Flora, Hoover, Krell, Nguyen, Ortega, Patterson, Ramos, Ransom, and Solache)
(Coauthors: Senators Grayson and Pérez)
February 21, 2025
An act to amend Sections 7522.10, 7522.25, and 7522.30 7522.10 and 7522.25 of, and to add Sections 7522.19 and 7522.26 to, the Government Code, relating to public employees’ retirement, and making an appropriation therefor.
legislative counsel’s digest
AB 1383, as amended, McKinnor. Public employees’ retirement benefits. benefits: safety members.

The Public Employees’ Retirement Law (PERL) establishes the Public Employees’ Retirement System (PERS) to provide a defined benefit to members of the system based on final compensation, credited service, and age at retirement, subject to certain variations. Existing law creates the Public Employees’ Retirement Fund, which is continuously appropriated for purposes of PERS, including depositing employer and

Corrected 1-27-26—See last page. 96
180
employee contributions. Under the California Constitution, assets of a public pension or retirement system are trust funds.

The California Public Employees’ Pension Reform Act of 2013 (PEPRA) establishes a variety of requirements and restrictions on public employers offering defined benefit pension plans. In this regard, PEPRA restricts the amount of compensation that may be applied for purposes of calculating a defined pension benefit for a new member, as defined, by restricting it to specified percentages of the contribution and benefit base under a specified federal law with respect to old age, survivors, and disability insurance benefits.

Existing law, the Teachers’ Retirement Law, establishes the State Teachers’ Retirement System (STRS) and creates the Defined Benefit Program of the State Teachers’ Retirement Plan, which provides a defined benefit to members of the program, based on final compensation, creditable service, and age at retirement, subject to certain variations.

This bill, on and after January 1, 2026, 2027, would require a retirement system subject to PEPRA to adjust pensionable compensation limits to be consistent with a defined benefit limitation established and annually adjusted under federal law with respect to tax exempt qualified trusts. specified percentages of the contribution and benefit base under the specified federal law with respect to old age, survivors, and disability insurance benefits. The bill would require a new member of STRS to be subject to specified limits of the Teachers’ Retirement Law.

PEPRA requires each retirement system that offers a defined benefit plan for safety members of the system to use one of 3 formulas for safety members, 2% at age 57, 2.5% at age 57, or 2.7% at age 57.

This bill would establish new retirement formulas, for employees first hired on or after January 1, 2026, 2027, as 2.5% at age 55, 2.7% at age 55, or 3% at age 55. For new members hired on or after January 1, 2013, who are safety members, the bill would require employers to adjust the formulas for service performed on or after January 1, 2026, 2027, to offer one of the 3 formulas for safety members that is closest to the formula the employer provided pursuant to existing law. The bill would authorize a public employer and a recognized employee organization to negotiate a prospective increase to the retirement benefit formulas for safety members and new safety members, consistent with the formulas permitted under the act. PEPRA, including the new formulas described above.

This bill would authorize an employer and its employees to agree in a memorandum of understanding to be subject to a higher safety plan 96 AB 1383 — 2 —
181
or a lower safety plan, subject to certain requirements, including that the memorandum of understanding is collectively bargained in accordance with applicable laws.

PEPRA requires all public employees to pay at least 50 percent of normal costs and prohibits public employers from paying any of the required employee contribution.

This bill would authorize an employer and employee, through the collective bargaining process, to agree to terms in a memorandum of understanding where the employer pays a portion of employee contribution.

By increasing the contribution to continuously appropriated funds, and by increasing expenditures from those funds, this bill would make an appropriation.

Vote: majority. Appropriation: yes. Fiscal committee: yes.

State-mandated local program: no.

The people of the State of California do enact as follows:
line 1 SECTION 1. The Legislature finds and declares the following:
line 2 (a)  California is experiencing significant challenges in the line 3 recruitment and retention of safety personnel, including firefighters, line 4 police officers, and other first responders. Competitive retirement line 5 benefits are critical to ensuring an adequate and well-trained public line 6 safety workforce.
line 7 (b)  Firefighters face heightened risks of occupational diseases, line 8 including elevated cancer rates. Studies have shown that firefighters line 9 have a significantly higher risk of developing multiple types of line 10 cancer due to prolonged exposure to carcinogens and hazardous line 11 materials in the line of duty. In 2022, the International Agency for line 12 Research on Cancer identified the occupation of firefighting as a line 13 Class 1 carcinogen.
line 14 (c)  The physical demands of safety positions are extraordinary, line 15 requiring peak physical performance, endurance, and exposure to line 16 high-stress, life-threatening situations on a daily basis. These line 17 factors contribute to increased rates of disability, injury, and early line 18 retirement compared to other professions.
line 19 (d)  Adjusting the retirement age and pension formulas for safety line 20 employees is necessary to maintain a sustainable and effective line 21 workforce while addressing the unique health and occupational line 22 challenges faced by these personnel.
96 — 3 — AB 1383
182
line 1 (e)  California has a strong history of protecting and promoting line 2 collective bargaining rights and providing opportunities for line 3 employees and employers to bargain over certain retirement line 4 benefits that further enhances opportunities for public employers line 5 and employees to partner on stronger retirement security. line 6 (f)  Public employees commit their life to service of their line 7 communities. Allowing employees to bargain over the payment line 8 of the normal cost between employees and employers will facilitate line 9 further discussion at the bargaining table, improving conditions line 10 for all employees.
line 11 (g)
line 12 (f)  The compensation cap established under the public employee line 13 pension reform act, California Public Employees’ Pension Reform line 14 Act of 2013 places limits that are significantly less than the current line 15 federal limit. To reflect current wage rates across both safety and line 16 miscellaneous employees, it is necessary to reconsider the line 17 appropriate compensation cap level, consistent with federal limits. line 18 SEC. 2. Section 7522.10 of the Government Code is amended line 19 to read:
line 20 7522.10. (a)  On and after January 1, 2013, each public line 21 retirement system shall modify its plan or plans to comply with line 22 the requirements of this section for each public employer that line 23 participates in the system.
line 24 (b)  Whenever pensionable compensation, as defined in Section line 25 7522.34, is used in the calculation of a benefit, the pensionable line 26 compensation shall be subject to the limitations set forth in line 27 subdivision (c).
line 28 (c)  (1)  The pensionable compensation used to calculate the line 29 defined benefit paid to a new member who retires from the system line 30 shall not exceed the following applicable percentage of the line 31 contribution and benefit base specified in Section 430(b) of Title line 32 42 of the United States Code on January 1, 2013:
line 33 (A)  One hundred percent for a member whose service is included line 34 in the federal system.
line 35 (B)  One hundred twenty percent for a member whose service line 36 is not included in the federal system.
line 37 (2)  On and after January 1, 2026, 2027, a retirement system line 38 subject to this article shall adjust pensionable compensation limits line 39 established by this subdivision to be consistent with the defined line 40 benefit rate established by Section 415(b)(1)(A) of Title 26 of the 96 AB 1383 — 4 —
183
line 1 United States Code, as adjusted annually. following applicable line 2 percentage of the contribution and benefit base specified in Section line 3 430(b) of Title 42 of the United States Code on January 1, 2027:
line 4 (A)  One hundred percent for a member whose service is included line 5 in the federal system.
line 6 (B)  One hundred thirty-five percent for a member whose service line 7 is not included in the federal system.
line 8 (3)  A new member of the State Teachers’ Retirement System line 9 shall be subject to the limit established pursuant to subdivision line 10 (d) of Section 22119.3 of, or subdivision (c) of Section 26139.5 of, line 11 the Education Code.
line 12 (d)  (1)  The retirement system shall adjust the pensionable line 13 compensation described in subdivision (c) based on the annual line 14 changes to the Consumer Price Index for All Urban Consumers:
line 15 U.S. City Average, calculated by dividing the Consumer Price line 16 Index for All Urban Consumers: U.S. City Average, for the month line 17 of September in the calendar year preceding the adjustment by the line 18 Consumer Price Index for All Urban Consumers: U.S. City line 19 Average, for the month of September of the previous year rounded line 20 to the nearest thousandth. The adjustment shall be effective line 21 annually on January 1, beginning in 2014.
line 22 (2)  The Legislature reserves the right to modify the requirements line 23 of this subdivision with regard to all public employees subject to line 24 this section, except that the Legislature may not modify these line 25 provisions in a manner that would result in a decrease in benefits line 26 accrued prior to the effective date of the modification. line 27 (e)  A public employer shall not offer a defined benefit or any line 28 combination of defined benefits, including a defined benefit offered line 29 by a private provider, on compensation in excess of the limitation line 30 in subdivision (c).
line 31 (f)  (1)  Subject to the limitation in subdivision (c) of Section line 32 7522.42, a public employer may provide a contribution to a defined line 33 contribution plan for compensation in excess of the limitation in line 34 subdivision (c) provided the plan and the contribution meet the line 35 requirements and limits of federal law.
line 36 (2)  A public employee who receives an employer contribution line 37 to a defined contribution plan shall not have a vested right to line 38 continue receiving the employer contribution.
line 39 (g)  Any employer contributions to any employee defined line 40 contribution plan above the pensionable compensation limits in 96 — 5 — AB 1383
184
line 1 subdivision (c) shall not exceed the employer’s contribution rate, line 2 as a percentage of pay, required to fund the defined benefit plan line 3 for income subject to the limitation in subdivision (c) of Section line 4 7522.42.
line 5 (h)  The retirement system shall limit the pensionable line 6 compensation used to calculate the contributions required of an line 7 employer or a new member to the amount of compensation that line 8 would be used for calculating a defined benefit as set forth in line 9 subdivision (c) or (d).
line 10 SEC. 3. Section 7522.19 is added to the Government Code, to line 11 read:
line 12 7522.19. (a)  Notwithstanding any other law, a public employer line 13 and a recognized employee organization may negotiate a line 14 prospective increase to the retirement benefit formulas for safety line 15 members and new safety members, consistent with the formulas line 16 permitted under this article. article, including Section 7522.26. line 17 (b)  Benefit formula increases adopted pursuant to this section line 18 shall be established in accordance with Section 7522.44 of this line 19 article. 7522.44.
line 20 (c)  For safety members, prospective benefit enhancement may line 21 be considered using the formulas included in Section 7522.26. line 22 SEC. 4. Section 7522.25 of the Government Code is amended line 23 to read:
line 24 7522.25. (a)  Each retirement system that offers a defined line 25 benefit plan for safety members of the system shall use one or line 26 more of the defined benefit formulas prescribed by this section. A line 27 member may retire for service under any of the formulas in this line 28 section after five years of service and upon reaching 50 years of line 29 age.
line 30 (b)  The Basic Safety Plan shall provide a pension at retirement line 31 for service equal to the percentage of the member’s final line 32 compensation set forth opposite the member’s age at retirement, line 33 taken to the preceding quarter year, in the following table, line 34 multiplied by the number of years of service in the system as a line 35 safety member.
line 36
line 37 Age at Retirement Fraction
line 38 50  .........................................................................   1.426 line 39 50   1.447 1
⁄4....................................................................... line 40 50   1.467 1
⁄2....................................................................... 96 AB 1383 — 6 —
185
line 1 50   1.488 3
⁄4....................................................................... line 2 51  .........................................................................   1.508 line 3 51   1.529 1
⁄4....................................................................... line 4 51   1.549 1
⁄2....................................................................... line 5 51   1.570 3
⁄4....................................................................... line 6 52  .........................................................................   1.590 line 7 52   1.611 1
⁄4....................................................................... line 8 52   1.631 1
⁄2....................................................................... line 9 52   1.652 3
⁄4....................................................................... line 10 53  .........................................................................   1.672 line 11 53   1.693 1
⁄4....................................................................... line 12 53   1.713 1
⁄2....................................................................... line 13 53   1.734 3
⁄4....................................................................... line 14 54  .........................................................................   1.754 line 15 54   1.775 1
⁄4....................................................................... line 16 54   1.795 1
⁄2....................................................................... line 17 54   1.816 3
⁄4....................................................................... line 18 55  .........................................................................   1.836 line 19 55   1.857 1
⁄4....................................................................... line 20 55   1.877 1
⁄2....................................................................... line 21 55   1.898 3
⁄4....................................................................... line 22 56  .........................................................................   1.918 line 23 56   1.939 1
⁄4....................................................................... line 24 56   1.959 1
⁄2....................................................................... line 25 56   1.980 3
⁄4....................................................................... line 26 57 and over  ..........................................................   2.000 line 27
line 28 (c)  The Safety Option Plan One shall provide a pension at line 29 retirement for service equal to the percentage of the member’s line 30 final compensation set forth opposite the member’s age at line 31 retirement, taken to the preceding quarter year, in the following line 32 table, multiplied by the number of years of service in the system line 33 as a safety member.
line 34
line 35    Age at Retirement Fraction
line 36 50  ...............................................................................   2.000 line 37 50   2.018 1
⁄4............................................................................. line 38 50   2.036 1
⁄2............................................................................. line 39 50   2.054 3
⁄4............................................................................. line 40 51  ...............................................................................   2.071 96 — 7 — AB 1383
186
line 1 51   2.089 1
⁄4............................................................................. line 2 51   2.107 1
⁄2............................................................................. line 3 51   2.125 3
⁄4............................................................................. line 4 52  ...............................................................................   2.143 line 5 52   2.161 1
⁄4............................................................................. line 6 52   2.179 1
⁄2............................................................................. line 7 52   2.196 3
⁄4............................................................................. line 8 53  ...............................................................................   2.214 line 9 53   2.232 1
⁄4............................................................................. line 10 53   2.250 1
⁄2............................................................................. line 11 53   2.268 3
⁄4............................................................................. line 12 54  ...............................................................................   2.286 line 13 54   2.304 1
⁄4............................................................................. line 14 54   2.321 1
⁄2............................................................................. line 15 54   2.339 3
⁄4............................................................................. line 16 55.................................................................................   2.357 line 17 55   2.375 1
⁄4............................................................................. line 18 55   2.393 1
⁄2............................................................................. line 19 55   2.411 3
⁄4............................................................................. line 20 56.................................................................................   2.429 line 21 56   2.446 1
⁄4............................................................................. line 22 56   2.464 1
⁄2............................................................................. line 23 56   2.482 3
⁄4............................................................................. line 24 57 and over..................................................................   2.500 line 25
line 26 (d)  The Safety Option Plan Two shall provide a pension at line 27 retirement for service equal to the percentage of the member’s line 28 final compensation set forth opposite the member’s age at line 29 retirement, taken to the preceding quarter year, in the following line 30 table, multiplied by the number of years of service in the system line 31 as a safety member.
line 32
line 33 Age at Retirement Fraction
line 34 50  ....................................................................................   2.000 line 35 50   2.025 1
⁄4.................................................................................. line 36 50   2.050 1
⁄2.................................................................................. line 37 50   2.075 3
⁄4.................................................................................. line 38 51  ....................................................................................   2.100 line 39 51   2.125 1
⁄4.................................................................................. line 40 51   2.150 1
⁄2.................................................................................. 96 AB 1383 — 8 —
187
line 1 51   2.175 3
⁄4.................................................................................. line 2 52  ....................................................................................   2.200 line 3 52   2.225 1
⁄4.................................................................................. line 4 52   2.250 1
⁄2.................................................................................. line 5 52   2.275 3
⁄4.................................................................................. line 6 53  ....................................................................................   2.300 line 7 53   2.325 1
⁄4.................................................................................. line 8 53   2.350 1
⁄2.................................................................................. line 9 53   2.375 3
⁄4.................................................................................. line 10 54  ....................................................................................   2.400 line 11 54   2.425 1
⁄4.................................................................................. line 12 54   2.450 1
⁄2.................................................................................. line 13 54   2.475 3
⁄4.................................................................................. line 14 55  ....................................................................................   2.500 line 15 55   2.525 1
⁄4.................................................................................. line 16 55   2.550 1
⁄2.................................................................................. line 17 55   2.575 3
⁄4.................................................................................. line 18 56  ....................................................................................   2.600 line 19 56   2.625 1
⁄4.................................................................................. line 20 56   2.650 1
⁄2.................................................................................. line 21 56   2.675 3
⁄4.................................................................................. line 22 57 and over  .....................................................................   2.700 line 23
line 24 (e)    On and after January 1, 2013, an employer shall offer one line 25 or more of the safety formulas prescribed by this section to new line 26 members who are safety employees. The formula offered shall be line 27 the formula that is closest to, and provides a lower benefit at 55 line 28 years of age than, the formula provided to members in the same line 29 retirement classification offered by the employer on December line 30 31, 2012.
line 31 (f)  On and after January 1, 2013, an employer and its employees line 32 subject to Safety Option Plan One or Safety Option Plan Two may line 33 agree in a memorandum of understanding to be subject to Safety line 34 Option Plan One or the Basic Safety Plan, subject to the following:
line 35 (1)  The lower plan shall apply to members first employed on line 36 or after the effective date of the lower plan, and shall be agreed to line 37 in a memorandum of understanding that has been collectively line 38 bargained in accordance with applicable laws.
line 39 (2)  A retirement plan contract amendment with a public line 40 retirement system to alter a retirement formula pursuant to this 96 — 9 — AB 1383
188
line 1 subdivision shall not be implemented by the employer in the line 2 absence of a memorandum of understanding that has been line 3 collectively bargained in accordance with applicable laws. line 4 (3)  An employer shall not use impasse procedures to impose line 5 the lower plan.
line 6 (4)  An employer shall not provide a different defined benefit line 7 for nonrepresented, managerial, or supervisory employees than line 8 the employer provides for other public employees, including line 9 represented employees, of the same employer who are in the same line 10 membership classifications.
line 11 (g)  Pensionable compensation used to calculate the defined line 12 benefit shall be limited as described in Section 7522.10. line 13 (h)  This section shall only apply to service performed between line 14 January 1, 2013, and December 31, 2025. 2026.
line 15 SEC. 5. Section 7522.26 is added to the Government Code, to line 16 read:
line 17 7522.26. (a)  On and after January 1, 2026, 2027, each line 18 retirement system that offers a defined benefit plan for safety line 19 members of the system shall use one or more of the defined benefit line 20 formulas prescribed by this section. A member may retire for line 21 service under any of the formulas in this section after five years line 22 of service and upon reaching 50 years of age.
line 23 (b)  The Basic Safety Plan shall provide a pension at retirement line 24 for service equal to the percentage of the member’s final line 25 compensation set forth opposite the member’s age at retirement, line 26 taken to the preceding quarter year, in the following table, line 27 multiplied by the number of years of service in the system as a line 28 safety member.
line 29
line 30      Age at
line 31   Retirement Age at Retirement Fraction
line 32         50   .......................................................................... 1.426 line 33         50 1.450 1
⁄4........................................................................ line 34         50 1.474 1
⁄2........................................................................ line 35         50 1.498 3
⁄4........................................................................ line 36         51   .......................................................................... 1.522 line 37         51 1.550 1
⁄4........................................................................ line 38         51 1.576 1
⁄2........................................................................ line 39         51 1.602 3
⁄4........................................................................ line 40         52   .......................................................................... 1.628 96 AB 1383 — 10 —
189
line 1      Age at
line 2   Retirement Age at Retirement Fraction
line 3         52 1.656 1
⁄4........................................................................ line 4         52 1.686 1
⁄2........................................................................ line 5         52 1.714 3
⁄4........................................................................ line 6         53   .......................................................................... 1.742 line 7         53 1.772 1
⁄4........................................................................ line 8         53 1.804 1
⁄2........................................................................ line 9         53 1.834 3
⁄4........................................................................ line 10         54   .......................................................................... 1.866 line 11         54 1.900 1
⁄4........................................................................ line 12         54 1.932 1
⁄2........................................................................ line 13         54 1.966 3
⁄4........................................................................ line 14         55 and over.............................................................. 2.000 line 15
line 16 (c)  The Safety Option Plan One shall provide a pension at line 17 retirement for service equal to the percentage of the member’s line 18 final compensation set forth opposite the member’s age at line 19 retirement, taken to the preceding quarter year, in the following line 20 table, multiplied by the number of years of service in the system line 21 as a safety member.
line 22
line 23      Age at
line 24   Retirement Age at Retirement Fraction
line 25         50   .......................................................................... 2.000 line 26         50 2.025 1
⁄4........................................................................ line 27         50 2.050 1
⁄2........................................................................ line 28         50 2.075 3
⁄4........................................................................ line 29         51   .......................................................................... 2.100 line 30         51 2.125 1
⁄4........................................................................ line 31         51 2.150 1
⁄2........................................................................ line 32         51 2.175 3
⁄4........................................................................ line 33         52   .......................................................................... 2.200 line 34         52 2.225 1
⁄4........................................................................ line 35         52 2.250 1
⁄2........................................................................ line 36         52 2.275 3
⁄4........................................................................ line 37         53   .......................................................................... 2.300 line 38         53 2.325 1
⁄4........................................................................ line 39         53 2.350 1
⁄2........................................................................ line 40         53 2.375 3
⁄4........................................................................ 96 — 11 — AB 1383
190
line 1      Age at
line 2   Retirement Age at Retirement Fraction
line 3         54   .......................................................................... 2.400 line 4         54 2.425 1
⁄4........................................................................ line 5         54 2.450 1
⁄2........................................................................ line 6         54 2.475 3
⁄4........................................................................ line 7         55 and over.............................................................. 2.500 line 8
line 9 (d)  The Safety Option Plan Two shall provide a pension at line 10 retirement for service equal to the percentage of the member’s line 11 final compensation set forth opposite the member’s age at line 12 retirement, taken to the preceding quarter year, in the following line 13 table, multiplied by the number of years of service in the system line 14 as a safety member.
line 15
line 16      Age at
line 17   Retirement Age at Retirement Fraction
line 18         50   .......................................................................... 2.000 line 19         50 2.035 1
⁄4........................................................................ line 20         50 2.070 1
⁄2........................................................................ line 21         50 2.105 3
⁄4........................................................................ line 22         51   .......................................................................... 2.140 line 23         51 2.175 1
⁄4........................................................................ line 24         51 2.210 1
⁄2........................................................................ line 25         51 2.245 3
⁄4........................................................................ line 26         52   .......................................................................... 2.280 line 27         52 2.315 1
⁄4........................................................................ line 28         52 2.350 1
⁄2........................................................................ line 29         52 2.385 3
⁄4........................................................................ line 30         53   .......................................................................... 2.420 line 31         53 2.455 1
⁄4........................................................................ line 32         53 2.490 1
⁄2........................................................................ line 33         53 2.525 3
⁄4........................................................................ line 34         54   .......................................................................... 2.560 line 35         54 2.595 1
⁄4........................................................................ line 36         54 2.630 1
⁄2........................................................................ line 37         54 2.665 3
⁄4........................................................................ line 38         55 and over.............................................................. 2.700 line 39
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line 1 (e)  The Safety Option Plan Three shall provide a pension at line 2 retirement for service equal to the percentage of the member’s line 3 final compensation set forth opposite the member’s age at line 4 retirement, taken to the preceding quarter year, in the following line 5 table, multiplied by the number of years of service in the system line 6 as a safety member. For service subject to this subdivision line 7 subdivision, the benefit limit shall be 90 percent of final line 8 compensation.
line 9
line 10      Age at
line 11   Retirement Age at Retirement Fraction
line 12         50   ........................................................................... 2.400 line 13         50 2.430 1
⁄4......................................................................... line 14         50 2.460 1
⁄2......................................................................... line 15         50 2.490 3
⁄4......................................................................... line 16         51   ........................................................................... 2.520 line 17         51 2.550 1
⁄4......................................................................... line 18         51 2.580 1
⁄2......................................................................... line 19         51 2.610 3
⁄4......................................................................... line 20         52   ........................................................................... 2.640 line 21         52 2.670 1
⁄4......................................................................... line 22         52 2.700 1
⁄2......................................................................... line 23         52 2.730 3
⁄4......................................................................... line 24         53   ........................................................................... 2.760 line 25         53 2.790 1
⁄4......................................................................... line 26         53 2.820 1
⁄2......................................................................... line 27         53 2.850 3
⁄4......................................................................... line 28         54   ........................................................................... 2.880 line 29         54 2.910 1
⁄4......................................................................... line 30         54 2.940 1
⁄2......................................................................... line 31         54 2.970 3
⁄4......................................................................... line 32         55 and over............................................................... 3.000 line 33
line 34 (f)  For new members hired on or after January 1, 2026, 2027, line 35 who are safety members, an employer shall offer one or more of line 36 the safety formulas prescribed by this section to new members line 37 who are safety employees. The formula offered shall maintain the line 38 percentage of compensation factor offered as of December 31, line 39 2025. 2026.
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line 1 (g)  For new members hired on or after January 1, 2013, who line 2 are safety members, the employer shall adjust their formula as line 3 follows:
line 4 (1)  For service performed between January 1, 2013, and line 5 December 31, 2025, 2026, the retirement age and formula shall line 6 be as offered by the employer between January 1, 2013, and line 7 December 31, 2025, 2026, and subject to Section 7522.25. line 8 (2)  For service performed on or after January 1, 2026, 2027, line 9 the employer shall offer the formula in this section that is closest line 10 to the formula the employer provided pursuant to Section 7522.25. line 11 The formula offered shall maintain the percentage of compensation line 12 factor offered as of December 31, 2026.
line 13 (3)  This section shall not be construed to provide retroactive line 14 benefits to employees. This section shall adjust the prospective line 15 benefit for safety employees by adjusting the retirement age to 55. line 16 (h)  An employer and its employees may agree in a memorandum line 17 of understanding to be subject to a higher safety plan, subject to line 18 the following:
line 19 (1)  The higher plan shall apply to members or after the effective line 20 date of the higher plan, and shall be agreed to in a memorandum line 21 of understanding that has been collectively bargained in accordance line 22 with applicable laws.
line 23 (2)  The higher plan adopted pursuant to this subdivision shall line 24 be subject to Section 7522.44.
line 25 (i)  An employer and its employees may agree in a memorandum line 26 of understanding to be subject to a lower safety plan, subject to line 27 the following:
line 28 (1)  The lower plan shall apply to members first employed on line 29 or after the effective date of the lower plan, and shall be agreed to line 30 in a memorandum of understanding that has been collectively line 31 bargained in accordance with applicable laws.
line 32 (2)  A retirement plan contract amendment with a public line 33 retirement system to alter a retirement formula pursuant to this line 34 subdivision shall not be implemented by the employer in the line 35 absence of a memorandum of understanding that has been line 36 collectively bargained in accordance with applicable laws. line 37 (3)  An employer shall not use impasse procedures to impose line 38 the lower plan.
line 39 (4)  An employer shall not provide a different defined benefit line 40 for nonrepresented, managerial, or supervisory employees than 96 AB 1383 — 14 —
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line 1 the employer provides for other public employees, including line 2 represented employees, of the same employer who are in the same line 3 membership classifications.
line 4 (j)  Pensionable compensation used to calculate the defined line 5 benefit shall be limited as described in Section 7522.10. line 6 (k)  A safety member that is subject to a defined benefit formula line 7 prescribed by this section, who is not a new member, shall be line 8 subject to contribution rates established pursuant to Section line 9 7522.30.
line 10 SEC. 6. Section 7522.30 of the Government Code is amended line 11 to read:
line 12 7522.30. (a)  This section shall apply to all public employers line 13 and to all new members.
line 14 (1)  Except as otherwise provided in paragraph (2), equal sharing line 15 of normal costs between public employers and public employees line 16 shall be the standard. The standard shall be that employees pay at line 17 least 50 percent of normal costs and that employers not pay any line 18 of the required employee contribution.
line 19 (2)  On or after January 1, 2026, an employer and employees line 20 may, through the collective bargaining process, agree to terms in line 21 a memorandum of understanding where the employer pays a line 22 portion of employee contribution.
line 23 (b)  The “normal cost rate” shall mean the annual actuarially line 24 determined normal cost for the plan of retirement benefits provided line 25 to the new member and shall be established based on the actuarial line 26 assumptions used to determine the liabilities and costs as part of line 27 the annual actuarial valuation. The plan of retirement benefits shall line 28 include any elements that would impact the actuarial determination line 29 of the normal cost, including, but not limited to, the retirement line 30 formula, eligibility and vesting criteria, ancillary benefit provisions, line 31 and any automatic cost-of-living adjustments as determined by the line 32 public retirement system.
line 33 (c)  New members employed by those public employers defined line 34 in paragraphs (2) and (3) of subdivision (i) of Section 7522.04, line 35 the Legislature, the California State University, and the judicial line 36 branch who participate in a defined benefit plan shall have an line 37 initial contribution rate of at least 50 percent of the normal cost line 38 rate for that defined benefit plan, rounded to the nearest quarter line 39 of 1 percent, unless a greater contribution rate has been agreed to 96 — 15 — AB 1383
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line 1 pursuant to the requirements in subdivision (e). This contribution line 2 shall not be paid by the employer on the employee’s behalf. line 3 (d)  Notwithstanding subdivision (c), once established, the line 4 employee contribution rate described in subdivision (c) shall not line 5 be adjusted on account of a change to the normal cost rate unless line 6 the normal cost rate increases or decreases by more than 1 percent line 7 of payroll above or below the normal cost rate in effect at the time line 8 the employee contribution rate is first established or, if later, the line 9 normal cost rate in effect at the time of the last adjustment to the line 10 employee contribution rate under this section.
line 11 (e)  Notwithstanding subdivision (c), employee contributions line 12 may be more than one-half of the normal cost rate if the increase line 13 has been agreed to through the collective bargaining process, line 14 subject to the following conditions:
line 15 (1)  The employer shall not contribute at a greater rate to the line 16 plan for nonrepresented, managerial, or supervisory employees line 17 than the employer contributes for other public employees, including line 18 represented employees, of the same employer who are in related line 19 retirement membership classifications.
line 20 (2)  The employer shall not increase an employee contribution line 21 rate in the absence of a memorandum of understanding that has line 22 been collectively bargained in accordance with applicable laws. line 23 (3)  The employer shall not use impasse procedures to increase line 24 an employee contribution rate above the rate required by this line 25 section.
line 26 (f)  If the terms of a contract, including a memorandum of line 27 understanding, between a public employer and its public line 28 employees, that is in effect on January 1, 2013, would be impaired line 29 by any provision of this section, that provision shall not apply to line 30 the public employer and public employees subject to that contract line 31 until the expiration of that contract. A renewal, amendment, or line 32 any other extension of that contract shall be subject to the line 33 requirements of this section.
line 34 SEC. 7.
line 35 SEC. 6. It is the intent of the Legislature that this act shall not line 36 be construed to affect any retirement benefits or pension rights line 37 accrued before its effective date.
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line 1
line 2 CORRECTIONS:
line 3 Heading—Lines 4 and 7.
line 4 Text—Pages 10, 11, 12, and 13.
line 5
O
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AB 1383

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Visalia City CouncilApril 6, 2026

Visalia City Council
April 6, 2026