Atwater City Council
March 14, 2022

CORONAVIRUS DISEASE (COVID-19) ADVISORY
Pursuant to Assembly Bill (AB) 361, the City Council may participate via teleconference/electronically. In-person participation by the public will be permitted. In addition, remote public participation and public comment is available in the following ways:

1. Livestream online at www.atwater.org (Please be advised that there is a broadcasting delay. If you would like to participate in public comment, please use the options below).

2. Join the electronic meeting at https://atwater-org.zoom.us/j/89554963092 (Webinar ID: 89554963092). Members of the public participating electronically via this link and wishing to speak may do so during public comment, by using the "raised hand" feature in the Zoom webinar.

3. Submit a written public comment prior to the meeting: Public comments submitted to [email protected] by 4:00 p.m. on the day of the meeting will be distributed to the City Council, and made part of the official minutes. In view of the other public comment opportunities listed above, email/written comments will not be read out loud during the meeting.

Assistance will be provided to those requiring accommodations for disabilities in compliance with the Americans with Disabilities Act of 1990. Persons requesting accommodation should contact the City in advance of the meeting, and as soon as possible, at (209) 357-6300.

CITY OF ATWATER
City Council
AGENDA
Council Chambers
750 Bellevue Road
Atwater, California
March 14, 2022
CALL TO ORDER: 5:45 PM
ROLL CALL:

Ambriz ____, Button ____, Cale ____, Raymond ____, Creighton _____

City Council Agenda for Meeting of March 14, 2022 Page 2 CLOSED SESSION:

Adjourn to Conference Room A
• Conference with Legal Counsel - Liability Claims - Claimant: Mercury Insurance Company as Subrogee of Christina Diaz, Agency claimed against: City of Atwater
REGULAR SESSION: (Council Chambers)
CALL TO ORDER: 6:00 PM
PLEDGE OF ALLEGIANCE TO THE FLAG:

INVOCATION:

Invocation by Pastor Eddie Vargas
ROLL CALL:

Ambriz ____, Button ____, Cale ____, Raymond ____, Creighton _____ MAYOR OR CITY ATTORNEY REPORT OUT FROM CLOSED SESSION:

SUBSEQUENT NEED ITEMS: (The City Clerk shall announce any requests for items requiring immediate action subsequent to the posting of the agenda. Subsequent need items require a two-thirds vote of the members of the City Council present at the meeting.)
APPROVAL OF AGENDA AS POSTED OR AS AMENDED: (This is the time for the City Council to remove items from the agenda or to change the order of the agenda.) Staff's Recommendation: Motion to approve agenda as posted or as amended.

City Council Agenda for Meeting of March 14, 2022 Page 3 ***CONSENT CALENDAR***

NOTICE TO THE PUBLIC
Background information has been provided on all matters listed under the Consent Calendar, and these items are considered to be routine. All items under the Consent Calendar are normally approved by one motion. If discussion is requested on any item, that item will be removed from the Consent Calendar for separate action.

WARRANTS:

1. March 14, 2022
Staff's Recommendation: Approval of report as listed.

MINUTES: (City Council)

2. February 28, 2022 - Regular meeting
Staff's Recommendation: Approval of minutes as listed.

MINUTES: (Audit and Finance Committee)

3. a) October 25, 2021 - Regular meeting
b) January 24, 2022 - Regular meeting
Staff's Recommendation: Acceptance of minutes as listed.

MINUTES: (Citizens' Oversight Committee)

4. December 14, 2021 - Special meeting
Staff's Recommendation: Acceptance of minutes as listed.

RESOLUTIONS:

5. Amending City of Atwater Classification Plan and adopting Salary Schedule D-22, effective March 17, 2022 (City Manager Waterman and Deputy City Manager Del Real)
Staff's Recommendation: Adoption of Resolution No. 3300-22 amending City of Atwater Classification Plan and adopting Salary Schedule D-22, effective March 17, 2022.

City Council Agenda for Meeting of March 14, 2022 Page 4

6. Authorizing submittal of application to State of California Department of Housing and Community Development 2020/2021 HOME Investment Partnerships Program Grant, approving grant rehabilitation program guidelines, and approving Subrecipient Agreement with Self-Help Enterprises for administration and implementation of grant funds (Public Works/Community Development Director Thompson)
Staff's Recommendation: Adoption of Resolution No. 3301-22 authorizing the submittal of an application in response to the 2020/2021 HOME Notice of Funding Availability for $2,000,000 to fund First-Time Homebuyer and Owner-Occupied Housing Rehabilitation Programs; adoption of Resolution No. 3302-22 approving the FirstTime Homebuyer Acquisition with rehabilitation guidelines and the Owner-Occupied Housing Rehabilitation program guidelines as presented and approved by the State of California Department of Housing and Community Development; adoption of Resolution No. 3303-22 approving a Subrecipient Agreement with Self-Help Enterprises to administer and operate the housing rehabilitation program and First-Time homebuyer acquisition only/acquisition with rehabilitation program if awarded for the 2020-2021 HOME funds; and authorizes and directs the City Manager, or her designee, to execute all grant-related documents or contracts on behalf of the City.

AGREEMENTS:

7. Awarding General Construction Contract to Don's Mobile Glass for replacement of storefront windows at future City Hall Building (Public Works/Community Development Director Thompson)
Staff's Recommendation: Awards a General Construction Contract, in a form approved by the City Attorney, to Don's Mobile Glass of Merced, California, for the replacement of storefront windows at the future City Hall Building, in an amount not to exceed $48,947; authorizes and directs the City Manager to sign and affirm construction contract change orders up to an aggregate of $4,894.70 (10%); and authorizes and directs the City Manager, or her designee, to execute the Contract on behalf of the City.

City Council Agenda for Meeting of March 14, 2022 Page 5

8. Authorizing and approving Cooperative Purchase Agreement with Penske Chevrolet of Cerritos for purchase of a Fire Command Vehicle (CAL FIRE Battalion Chief Ayuso)
Staff's Recommendation: Authorizes and approves a Cooperative Purchase of a 2023 Chevrolet Silverado, 2500 series pickup truck, in an amount not to exceed $42,719.27 with Penske Chevrolet of Cerritos; authorizes the purchase of additional safety and command equipment necessary to outfit the vehicle appropriately, in an amount not to exceed $37,280.73; and authorizes and directs the City Manager, or her designee, to execute the purchase on behalf of the City.

CLAIMS AGAINST THE CITY: (Note to the Public: Portions of this claim have been redacted because they do not affect the City Council’s ability to make a decision on the claim. The claim, however, is a public document and can be made available upon request by members of the public. If you have any questions or would like to request this document, please contact the City Clerk’s office at (209) 357-6205.)

9. Claim No. 2022-3
Staff's Recommendation: After consideration and investigation, it is staff's recommendation that Claim No. 2022-3 be rejected. ***END OF CONSENT CALENDAR***
PUBLIC HEARINGS:

10. Consideration of Revised City Council District Electoral Boundaries as Required by Elections Code Section 21601 (City Attorney Splendorio) Staff's Recommendation: Receive a report from staff and the City's redistricting consultant on the redistricting process and permissible criteria to be considered to redraw district boundaries; and Review draft maps; and
Open the public hearing and receive public input on district boundaries; and
Close the public hearing.

City Council Agenda for Meeting of March 14, 2022 Page 6

11. Adopting resolutions approving 2020 Draft Urban Water Management Plan and Water Shortage Contingency Plan (Public Works/Community Development Director Thompson)
Staff's Recommendation: Open the public hearing and take any testimony given;
Close the public hearing;
Motion to adopt Resolution No. 3295-22 adopting the City of Atwater 2020 Urban Water Management Plan in accordance with the Urban Water Management Planning Act including amendments made by the Water Conservation Act of 2009 and Water Conservation Legislation of 2018; and
Motion to adopt Resolution No. 3299-22 adopting the City of Atwater Water Shortage Contingency Plan; and authorizes and directs the City Manager, or her designee, to make any necessary changes prior to submission to the California Department of Water Resources; or Motion to approve staff's recommendation as presented.

12. Waiving the first reading and introducing an ordinance of the City Council adopting a Military Equipment Use Policy and adding said Policy to the Atwater Police Department Policy Manual (Police Chief Salvador)
Staff's Recommendation: Open the public hearing and receive any testimony given;
Close the public hearing;
Motion to waive the first reading and introduce Ordinance No. CS 1045 adopting a Military Equipment Use Policy and adding said Policy to the Atwater Police Department Policy Manual; or
Motion to approve staff's recommendation as presented.

REPORTS AND PRESENTATIONS FROM STAFF:

13. Verbal Drought Update (Public Works/Community Development Director Thompson)

14. Police Department 2021 Annual Report (Police Chief Salvador)

City Council Agenda for Meeting of March 14, 2022 Page 7

15. Waiving the first reading and introducing an ordinance of the City Council amending Section 8.16, "Solid Waste, Recyclables, and Organic Waste Collection," of Title 8, "Health and Safety," of the Atwater Municipal Code (Public Works/Community Development Director Thompson)
Staff's Recommendation: Motion to waive the first reading and introduce Ordinance No. CS 1047 amending Section 8.16, "Solid Waste, Recyclables, and Organic Waste Collection," of Title 8, "Health and Safety," of the Atwater Municipal Code; or
Motion to approve staff's recommendation as presented.

COMMENTS FROM THE PUBLIC:

NOTICE TO THE PUBLIC
At this time any person may comment on any item which is not on the agenda. You may state your name and address for the record; however, it is not required. Action will not be taken on an item that is not on the agenda. If it requires action, it will be referred to staff and/or placed on a future agenda. Please limit comments to a maximum of three (3) minutes.

CITY COUNCIL MATTERS:

City Council comments
CLOSED SESSION:

Continuation of Closed Session if necessary
ADJOURNMENT:

City Council Agenda for Meeting of March 14, 2022 Page 8 CERTIFICATION:

I, Lucy Armstrong, City Clerk of the City of Atwater, do hereby certify that a copy of the foregoing agenda was posted at City Hall a minimum of 72 hours prior to the meeting. _______________________________

LUCY ARMSTRONG

CITY CLERK
SB 343 NOTICE
In accordance with California Government Code Section 54957.5, any writing or document that is a public record, relates to an open session agenda item and is distributed less than 72 hours prior to a regular meeting will be made available for public inspection in the office of the City Clerk at City Hall during normal business hours at 750 Bellevue Road.

If, however, the document or writing is not distributed until the regular meeting to which it relates, then the document or writing will be made available to the public at the location of the meeting, as listed on this agenda at 750 Bellevue Road.

In compliance with the federal Americans with Disabilities Act of 1990, upon request, the agenda can be provided in an alternative format to accommodate special needs. If you require special accommodations to participate in a City Council, Commission or Committee meeting due to a disability, please contact the City Clerk’s Office a minimum of three (3) business days in advance of the meeting at (209) 357-6317. You may also send the request by email to [email protected].

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6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
4:30 PM
Sunday Monday Tuesday Wednesday Thursday Friday

Saturday

Committee Meeting -
Citizens' Oversight

5:30 PM

Daylight Saving Time City Council Meeting - Planning Commission Begins 6:00 PM Meeting - 6:00 PM

Merced County
Supervisor McDaniel
District 3
Audit & Finance
Office Hours -
1:30 PM - 3:30 PM
~ March 2022 ~
6:00 PM
City Council Meeting -
Committee Meeting -

1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

City Council Meeting -

6:00 PM

Planning Commission

Meeting - 6:00 PM

District 3
Audit & Finance Merced County
30 ~ April 2022 ~
6:00 PM 1:30 PM - 3:30 PM
City Council Meeting - Office Hours -
4:30 PM Supervisor McDaniel
Committee Meeting -

WARRANTS SUMMARY FOR MARCH 14, 2022
TOTAL OF WARRANTS (FROM WARRANT REPORT) I s 984,623.18 J

ADDITIONAL WARRANTS ( THESE AMOUNTS ARE NOT INCLUDED IN TOTAL WARRANTS)

DATE DESCRIPTION AMOUNT
3/1/20221Prewrittens included in this current warrant run. 3/2/2022 PERS Retirement EFT 2/3/22-2/16/22
2/25/2022 Retiree Medical Reimbursement- MARCH 2022
3/1/2022 AFLAC-FEB 2022
3/3/2022 PERS Health - MARCH 2022
$ (47,105.59)
$ 48,485.99
$28,363.60
$ 773.07
$86,319.86
TOTAL ADDITIONAL WARRANTS $ 116,836.93
GRAND TOTAL OF WARRANTS PAID----------------------------------------------------------------------- $1,101,460.11 !INFORMATIONAL ONLY ( INCLUDED IN THE TOTAL WARRANTS TOTAL) !DATE I DESCRIPTION JAMOUNT
2/24/2022 Net Payroll
2/24/2022 Federal Taxes
2/24/2022 State Taxes
2/24/2022 Payroll Deductions
$166,000.38
$57,085.61
$7,275.31
$879.68
$230,361.30
TOTAL INFORMATIONAL WARRANTS $231,240.98

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Accounts Payable
Checks for Approval
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Check Number Check Date Fund Name Account Name Vendor Name Void Amount 19107 03/01/2022 General Fund Miscellaneous Union Dues AFSCME DISTRICT COUNCIL 57 719.68 Check Total: 719.68
19108 03/01/2022 General Fund Garnishments FRANCHISE TAX BOARD 160.00 Check Total: 160.00
19109 03/02/2022 General Fund Training CITY OF MERCED 375.00 Check Total: 375.00
19110 03/02/2022 Sanitation Enterprise Accounts Payable CELESTINA POMICPIC 4.07 19110 · 03/02/2022 Water Enterprise Fund Accounts Payable CELESTINA POMICPIC 105,53 19110 03/02/2022 Sewer Enterprise Fund Accounts Payable CELESTINA POMICPIC 14.25 19110 03/02/2022 Sanitation Enterprise Accounts Payable CELESTINA. POMICPIC 1.27 Check Total: 125.12
19lll General Fund Castle Park Deposits ANTHONY RAMOS 200.00 Check Total: 200.00
19112 03/07/2022 General Fund Machinery & Equipment MERCED VW KIA HYUNDAI 45,570.79 Check Total: 45,570.79
Report Total: 47,150.59
AP-Checks for Approval (3/9/2022 - 1 :28 PM) Page 1

Accounts Payable
Checks for Approval
User:

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3/9/2022 - I :29 PM
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Check Number Check Date Fund Name Account Name Vendor Name Void Amount 0 03/14/2022 Sewer Enterprise Fund Cash with Fiscal Agent THE BANK OF NEW YORK MELLON 80,416.67 0 03/14/2022 Sewer Enterprise Fund Cash with Fiscal Agent THE BANK OF NEW YORK MELLON 195,361.46 0 03/14/2022 Sewer Enterprise Fund Cash with Fiscal Agent THE BANK OF NEW YORK MELLON 42,147.40 0 03/14/2022 Sewer Enterprise Fund Cash with Fiscal Agent THE BANK OF NEW YORK MELLON 52,916.67 ---
Check Total: 370,842.20
19113 03/14/2022 Sanitation Enterprise Professional Services ABS PRESORT, INC. 664.00 19113 03/14/2022 Sewer Enterprise Fund Professional Services ABS PRESORT, INC. 664.00 19113 03/14/2022 Water Enterprise Fund Professional Services ABS PRESORT, INC. 664.00 19113 03/14/2022 Water Enterprise Fund Office Supplies ABS PRESORT, INC. 1,166.66 19113 03/14/2022 Sewer Enterprise Fund Office Supplies ABS PRESORT, INC. 1,166.68 19113 03/14/2022 Sanitation Enterprise Office Supplies ABS PRESORT, INC. 1,166.66 Check Total: 5,492.00
19114 03/14/2022 ARPA-American Rescue Plan Act City Bldg - Civic Center #1 ADVANCED HEATING & AIR 7,607.09 Check Total: 7,607.09
19115 03/14/2022 General Fund Special Departmental Expense AIRGASNCN 116.37 Check Total: I 16.37
19116 03/14/2022 General Fund Office Supplies AMAZON CAPITAL SERVICES 23.80 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 27.79 19116 03/14/2022 General Fund Small Tools AMAZON CAPITAL SERVICES 32.44 19116 03/14/2022 Sewer Enterprise Fund Small Tools AMAZON CAPITAL SERVICES 250.20 19116 03/14/2022 Internal Service Fund Special Departmental Expense AMAZON CAPITAL SERVICES 1,006.02 19116 03/14/2022 Information Technology Fund Special Departmental Expense AMAZON CAPITAL SERVICES 86.59 19116 03/14/2022 General Fund Office Supplies AMAZON CAPITAL SERVICES 103.90 19116 03/14/2022 General Fund Office Supplies AMAZON CAPITAL SERVICES 81.78 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 74.67 19116 03/14/2022 General Fund Office Supplies AMAZON CAPITAL SERVICES 27.56 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 25.58 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 46.21 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 57.37 AP-Checks for Approval (3/9/2022 - 1 :29 PM) Page I

Check Number Check Date Fund Name Account Name Vendor Name Void Amount 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 74.57 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 36.10 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 25.58 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 140.99 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 31.64 19116 03/14/2022 Information Technology Fund Special Departmental Expense AMAZON CAPITAL SERVICES 550.80 19116 03/14/2022 Information Technology Fund Special Departmental Expense AMAZON CAPITAL SERVICES 236.95 19116 03/14/2022 Information Technology Fund Special Departmental Expense AMAZON CAPITAL SERVICES 166.69 19116 03/14/2022 Information Technology Fund Special Departmental Expense AMAZON CAPITAL SERVICES 75.75 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 58.46 19116 03/14/2022 General Fund Office Supplies AMAZON CAPITAL SERVICES 247.21 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 25.08 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 123.34 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 25.81 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 9.49 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 169.90 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 15.88 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 131.25 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 55.09 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 27.44 19116 03/14/2022 General Fund Special Departmental Expense AMAZON CAPITAL SERVICES 83.45 19116 03/14/2022 General Fund Communications AMAZON CAPITAL SERVICES 129.75 Check Total: 4,285.13
19117 03/14/2022 Water Fund Capital Replacement Installation-New Water Meters AQUAMETRJC 7,542.50 Check Total: 7,542.50
19118 03/14/2022 General Fund Special Departmental Expense ARMSCOR CARTRIDGE INC. 3,830.00 ---
Check Total: 3,830.00
19119 03/14/2022 SB! -Road Maint & Rehab RMRA Fruitland Ave Rd Improvements ASSOCIATED RIGHT OF WAY SERVICES, INC. 12,897.50 19119 03/14/2022 SB I-Road Maint & Rehab RMRA Fruitland Ave Rd Improvements ASSOCIATED RIGHT OF WAY SERVICES, INC. 7,531.25 Check Total: 20,428.75 ,-
19120 03/14/2022 Internal Service Fund Special Departmental Expense ASSOCIATES LOCK 30.04 19120 03/14/2022 Internal Service Fund Professional Services ASSOCIATES LOCK 165.00 19120 03/14/2022 Internal Service Fund Operations & Maintenance ASSOCIATES LOCK 389.70 19120 03/14/2022 Internal Service Fund Special Departmental Expense ASSOCIATES LOCK 136.40 19120 03/14/2022 Internal Service Fund Professional Services ASSOCIATES LOCK 80.00 19120 03/14/2022 Internal Service Fund Special Departmental Expense ASSOCIATES LOCK 250.06 19120 03/14/2022 Internal Service Fund Professional Services ASSOCIATES LOCK 47.50 AP-Checks for Approval (3/9/2022 - I :29 PM) Page 2

Check Number Check Date Fund Name Account Name Vendor Name Void Amount Check Total: 1,098.70
19121 03/14/2022 General Fund Communications AT and T - CALNET3 122.77 19121 03/14/2022 Northwood Village LD Communications AT and T - CALNET3 22.50 19121 03/14/2022 Meadow View LD Communications AT and T - CALNET3 22.50 19121 03/14/2022 Water Enterprise Fund Communications AT and T - CALNET3 245.81 19121 03/14/2022 Sewer Enterprise Fund Communications AT and T - CALNET3 337.06 19121 03/14/2022 Internal Service Fund Communications AT and T- CALNET3 544.14 Check Total: 1,294.78
19122 03/14/2022 Employee Benefits Fund Professional Services BARTEL ASSOCIATES 2,000.00 ---
Check Total: 2,000.00
19123 03/14/2022 Internal Service Fund Professional Services BARTON OVERHEAD DOOR 160.00 Check Total: 160.00
19124 03/14/2022 General Fund Professional Services BEST BEST & KRIEGER 30,430.79 19124 03/14/2022 General Fund Miscellaneous BEST BEST & KRIEGER 594.00 19124 03/14/2022 General Fund Professional Services BEST BEST & KRIEGER 870.00 19124 03/14/2022 Sanitation Enterprise Professional Services BEST BEST & KRIEGER 867.00 19124 03/14/2022 Risk Management Fund Professional Services BEST BEST & KRIEGER 2,319.50 ---
Check Total: 35,081.29
19125 03/14/2022 Water Enterprise Fund Special Departmental Expense BIG CREEK LUMBER COMPANY 29.08 19125 03/14/2022 General Fund Special Departmental Expense BIG CREEK LUMBER COMPANY 34.89 19125 03/14/2022 Sewer Enterprise Fund Special Departmental Expense BIG CREEK LUMBER COMPANY 17.15 19125 03/14/2022 Gas Tax/Street Improvement Special Departmental Expense BIG CREEK LUMBER COMPANY 23.62 19125 03/14/2022 Gas Tax/Street Improvement Special Departmental Expense BIG CREEK LUMBER COMPANY 5.90 19125 03/14/2022 Gas Tax/Street Improvement Special Departmental Expense BIG CREEK LUMBER COMPANY 5.90 19125 03/14/2022 General Fund Special Departmental Expense BIG CREEK LUMBER COMPANY 52.33 19125 03/14/2022 Sewer Enterprise Fund Special Departmental Expense BIG CREEK LUMBER COMPANY 36.48 19125 03/14/2022 Gas Tax/Street Improvement Special Departmental Expense BIG CREEK LUMBER COMPANY 10.12 19125 03/14/2022 Gas Tax/Street Improvement Special Departmental Expense BIG CREEK LUMBER COMPANY 20.23 Check Total: 235.70
19126 03/14/2022 Water Enterprise Fund Uniform & Clothing Expense BOOT BARN 119.06 19126 03/14/2022 Sewer Enterprise Fund Uniform & Clothing Expense BOOT BARN 200.00 19126 03/14/2022 Sewer Enterprise Fund Uniform & Clothing Expense BOOT BARN 156.95 Check Total: 476.01
19127 03/14/2022 Water Enterprise Fund Professional Services BSK ASSOCIATES 168.00 19127 03/14/2022 1,2,3-TCP Fund Professional Services BSK ASSOCIATES 565.00 AP-Checks for Approval (3/9/2022 - 1 :29 PM) Page 3

Check Number Check Date Fund Name Account Name Vendor Name Void Amount 19127 03/14/2022 Water Enterprise Fund Professional Services BSK ASSOCIATES 168.00 19127 03/14/2022 Water Enterprise Fund Professional Services BSK ASSOCIATES 565.00 19127 03/14/2022 Water Enterprise Fund Professional Services BSK ASSOCIATES 168.00 Check Total: 1,634.00 .-
19128 03/14/2022 General Fund Special Departmental Expense CAL FARM SERVICES 69.47 19128 03/14/2022 Internal Service Fund Operations & Maintenance CAL FARM SERVICES 16.13 19128 03/14/2022 General Fund Special Departmental Expense CAL FARM SERVICES 82.04 Check Total: 167.64
19129 03/14/2022 General Fund Memberships & Subscriptions CALBO 215.00 Check Total: 215.00 ,-.
19130 03/14/2022 Internal Service Fund Special Departmental Expense CENTRAL SANITARY SUPPLY 43.90 19130 03/14/2022 Gas Tax/Street Improvement Special Departmental Expense CENTRAL SANITARY SUPPLY 132.62 19130 03/14/2022 Internal Service Fund Special Departmental Expense CENTRAL SANITARY SUPPLY 994.76 Check Total: 1,171.28
19131 03/14/2022 General Fund Uniform & Clothing Expense CINTAS 12.32 1913 l 03/14/2022 Gas Tax/Street Improvement Uniform & Clothing Expense CINTAS 28.32 1913 l 03/14/2022 Water Enterprise Fund Uniform & Clothing Expense CINTAS 41.83 19131 03/14/2022 Sewer Enterprise Fund Uniform & Clothing Expense CINTAS 44.35 19131 03/14/2022 Sanitation Enterprise Uniform & Clothing Expense CINTAS 4.82 19131 03/14/2022 Internal Service Fund Special Departmental Expense CINTAS 17.75 19131 03/14/2022 Internal Service Fund Uniform & Clothing Expense CINTAS 15.02 19131 03/14/2022 Internal Service Fund Uniform & Clothing Expense CINTAS 12.53 19131 03/14/2022 General Fund Uniform & Clothing Expense CINTAS 12.32 19131 03/14/2022 Gas Tax/Street Improvement Uniform & Clothing Expense CINTAS 28.32 19131 03/14/2022 Water Enterprise Fund Uniform & Clothing Expense CINTAS 41.83 19131 03/14/2022 Sewer Enterprise Fund Uniform & Clothing Expense CINTAS 45.42 19131 03/14/2022 Sanitation Enterprise Uniform & Clothing Expense CINTAS 4.82 1913 l 03/14/2022 Internal Service Fund Special Departmental Expense CINTAS 17.75 19131 03/14/2022 Internal Service Fund Uniform & Clothing Expense CINTAS 15.02 19131 03/14/2022 Internal Service Fund Uniform & Clothing Expense CINTAS 12.53 1913 I 03/14/2022 General Fund Uniform & Clothing Expense CINTAS 12.32 19131 03/14/2022 Gas Tax/Street Improvement Uniform & Clothing Expense CINTAS 28.32 19131 03/14/2022 Water Enterprise Fund Uniform & Clothing Expense CINTAS 41.83 19131 03/14/2022 Sewer Enterprise Fund Uniform & Clothing Expense CINTAS 52.13 19131 03/14/2022 Sanitation Enterprise Uniform & Clothing Expense CINTAS 4.82 19131 03/14/2022 Internal Service Fund Special Departmental Expense CINTAS 17.75 19131 03/14/2022 Internal Service Fund Uniform & Clothing Expense CINTAS 15.02 19131 03/14/2022 Internal Service Fund Uniforrr, & Clothing Expense CINTAS 12.53 AP-Checks for Approval (3/9/2022 - 1 :29 PM) Page4

Check Number Check Date Fund Name Account Name Vendor Name Void Amount Check Total: 539.67 --
19132 03/14/2022 Internal Service Fund Communications COMCAST CABLE 13.21 Check Total: 13.21
19133 03/14/2022 General Fund Special Departmental Expense CONSOLIDATED ELECTRICAL DISTRIBUTOR! 123.08 Check Total: 123.08
19134 03/14/2022 Public Safety Trans & Use Tax Machinery & Equipment COOK'S COMMUNICATIONS 1,082.94 Check Total: 1,082.94
19135 03/14/2022 General Fund Professional Services CSG CONSULTANTS, INC. 5,772.00 19135 03/14/2022 General Fund Inspection Fees CSG CONSULTANTS, INC. 4,795.50 Check Total: I 0,567.50
19136 03/14/2022 Internal Service Fund Professional Services D & D PEST CONTROL 280.00 19136 03/14/2022 Internal Service Fund Professional Services D & D PEST CONTROL 280.00 Check Total: 560.00
19137 03/14/2022 Information Technology Fund Professional Services DATAPATH 7,850.00 19137 03/14/2022 Information Technology Fund Special Departmental Expense DATAPATH 2,006.93 Check Total: 9,856.93
19138 03/14/2022 Internal Service Fund Operations & Maintenance DELRAY TIRE 2,916.16 19138 03/14/2022 Internal Service Fund Operations & Maintenance DELRAY TIRE 1,301.76 Check Total: 4,217.92
19139 03/14/2022 General Fund Communications DELTA WIRELESS & NETWORK SOLUTIONS 1,490.00 Check Total: 1,490.00
19140 03/14/2022 Internal Service Fund Special Departmental Expense DOM'S ELECTRIC MOTOR SHOP 260.58 19140 03/14/2022 Internal Service Fund Professional Services DOM'S ELECTRIC MOTOR SHOP 150.00 Check Total: 410.58 -
19141 03/14/2022 General Fund Uniform & Clothing Expense ELITE UNIFORMS 140.71 19141 03/14/2022 General Fund Uniform & Clothing Expense ELITE UNIFORMS 70.35 19141 03/14/2022 General Fund Uniform & Clothing Expense ELITE UNIFORMS 48.70 Check Total: 259.76 .
19142 03/14/2022 Public Safety Trans & Use Tax Rents & Leases ENTERPRISE FM TRUST 6,288.84 19142 03/14/2022 Water Enterprise Fund Machinery & Equipment ENTERPRISE FM TRUST 459.65 AP-Checks for Approval (3/9/2022 · I :29 PM) Page 5

Check Number Check Date Fund Name Account Name Vendor Name Void Amount 19142 03/14/2022 Sewer Enterprise Fund Machinery & Equipment ENTERPRISE FM TRUST 459.66 Check Total: 7,208.15
19143 03/14/2022 General Fund Deposits ESR CONSTRUCTION 547.00 19143 03/14/2022 Water Enterprise Fund Water Service Charges ESR CONSTRUCTION -451.26 Check Total: 95.74
19144 03/14/2022 Gas Tax/Street Improvement Uniform & Clothing Expense FASTENAL COMPANY 33.51 19144 03/14/2022 Gas Tax/Street Improvement Special Departmental Expense FASTENAL COMPANY 11.15 Check Total: 44.66
19145 03/14/2022 General Fund Office Supplies FEDERAL EXPRESS 168.46 Check Total: 168.46
19146 03/14/2022 General Fund Professional Services FEDERAL LICENSING, INC. 550.00 Check Total: 550.00
19147 03/14/2022 General Fund Special Departmental Expense FERGUSON ENTERPRISES INC. #690 43.68 19147 03/14/2022 Internal Service Fund Special Departmental Expense FERGUSON ENTERPRISES INC. #690 267.29 19147 03/14/2022 General Fund Special Departmental Expense FERGUSON ENTERPRISES INC. #690 67.47 19147 03/14/2022 Internal Service Fund Special Departmental Expense FERGUSON ENTERPRISES INC. #690 543.35 19147 03/14/2022 Sewer Enterprise Fund Special Departmental Expense FERGUSON ENTERPRISES INC. #690 1,030.93 19147 03/14/2022 Sewer Enterprise Fund Special Departmental Expense FERGUSON ENTERPRISES INC. #690 164.18 19147 03/14/2022 Sewer Enterprise Fund Special Departmental Expense FERGUSON ENTERPRISES INC. #690 541.01 Check Total: 2,657.91
19148 03/14/2022 General Fund Training FRESNO CITY COLLEGE 302.00 Check Total: 302.00
19149 03/14/2022 Internal Service Fund Operations & Maintenance DONALD GARCIA 280.51 Check Total: 280.51
19150 03/14/2022 Water Enterprise Fund Special Departrnental Expense GRAINGER, INC. 767.06 19150 03/14/2022 Water Enterprise Fund Special :::>epartmental Expense GRAINGER, INC. 428.33 19150 03/14/2022 Internal Service Fund Special :::>epartmental Expense GRAINGER, INC. -62.14 Check Total: 1,133.25
19151 03/14/2022 General Fund Professional Services HAWK ANALYTICS INC 2,995.00 ---
Check Total: 2,995.00
19152 03/14/2022 Internal Service Fund Utilities HOFFMAN ELECTRONIC SYSTEMS 170.85 AP-Checks for Approval (3/9/2022 - I :29 PM) Page 6

Check Number Check Date Fund Name Account Name Vendor Name Void Amount Check Total: 170.85
19153 03/14/2022 General Fund Maint. Buildings & Grounds HORIZON 2,390.40 19153 03/14/2022 General Fund Special Departmental Expense HORIZON 76.70 19153 03/14/2022 General Fund Special Departmental Expense HORIZON 66.96 19153 03/14/2022 General Fund Special Departmental Expense HORIZON 116.81 19153 03/14/2022 General Fund Special Departmental Expense HORIZON 66.96 19153 03/14/2022 General Fund Special Departmental Expense HORIZON 45.88 19153 03/14/2022 Gas Tax/Street Improvement Special Departmental Expense HORIZON 81.14 Check Total: 2,844.85
19154 03/14/2022 General Fund Uniform & Clothing Expense IMAGE UNIFORMS 174.28 -
Check Total: 174.28 --
19155 03/14/2022 Public Safety Trans & Use Tax Reserve Fire Fighter Program INSIDELINES GRAPHIX INC. 1,122.57 Check Total: 1,122.57
19156 03/14/2022 General Fund Professional Services INTERWEST CONSULTING GROUP 710.00 Check Total: 710.00
19157 03/14/2022 Internal Service Fund Professional Services JACK'S R BETTER INC. 672.00 19157 03/14/2022 Internal Service Fund Professional Services JACK'S R BETTER INC. 694.40 19157 03/14/2022 Internal Service Fund Operations & Maintenance JACK'S R BETTER INC. 3,680.50 19157 03/14/2022 Internal Service Fund Professional Services JACK'S R BETTER INC. 215.75 19157 03/14/2022 Internal Service Fund Operations & Maintenance JACK'S R BETTER INC. 699.97 Check Total: 5,962.62
19158 03/14/2022 ARPA-American Rescue Plan Act Professional Services JANI TEK CLEANING SOLUTIONS 8,790.00 19158 03/14/2022 ARPA-American Rescue Plan Act Professional Services JANI TEK CLEANING SOLUTIONS 8,790.00 --
Check Total: 17,580.00
19159 03/14/2022 Price Annexation LMA Professional Services JOE'S LANDSCAPING & CONCRETE 3,822.34 19159 03/14/2022 Sandlewood Square LMA Professional Services JOE'S LANDSCAPING & CONCRETE 348.25 19159 03/14/2022 Pajaro Dunes LMA Professional Services JOE'S LANDSCAPING & CONCRETE 213.75 19159 03/14/2022 Redwood Estates LMA Professional Services JOE'S LANDSCAPING & CONCRETE 214.95 19159 03/14/2022 Cottage Gardens ST & LMA Professional Services JOE'S LANDSCAPING & CONCRETE 143.25 19159 03/14/2022 Silva Ranch LNDSCP Professional Services JOE'S LANDSCAPING & CONCRETE 473.25 19159 03/14/2022 Mello Ranch LNDSCP Professional Services JOE'S LANDSCAPING & CONCRETE 353.25 19159 03/14/2022 Juniper Meadows LNDSCP Professional Services JOE'S LANDSCAPING & CONCRETE 128.25 19159 03/14/2022 Camellia Meadows LNDSCP Professional Services JOE'S LANDSCAPING & CONCRETE 267.25 19159 03/14/2022 Stone Creek LNDSCP Professional Services JOE'S LANDSCAPING & CONCRETE 765.25 19159 03/14/2022 Bell Crossing LNDSCP Professional Services JOE'S LANDSCAPING & CONCRETE 215.25 AP-Checks for Approval (3/9/2022 - I :29 PM) Page 7

Check Number Check Date Fund Name Account Name Vendor Name Void Amount 19159 03/14/2022 Atwater South LNDSCP Professional Services JOE'S LANDSCAPING & CONCRETE 1,002.38 19159 03/14/2022 Mello Ranch 2 LNDSCP Professional Services JOE'S LANDSCAPING & CONCRETE 548.25 19159 03/14/2022 Meadow View LNDSCP Professional Services JOE'S LANDSCAPING & CONCRETE 329.25 19159 03/14/2022 Aspenwood Lndscp Professional Services JOE'S LANDSCAPING & CONCRETE 365.25 19159 03/14/2022 Applegate Ranch Lndscp Professional Services JOE'S LANDSCAPING & CONCRETE 398.25 Check Total: 9,588.42
19160 03/14/2022 Sewer Enterprise Fund Special Departmental Expense LATTA'S AUTO SUPPLY 3.62 19160 03/14/2022 Internal Service Fund Operations & Maintenance LATTA'S AUTO SUPPLY 189.43 19160 03/14/2022 Internal Service Fund Operations & Maintenance LATTA'S AUTO SUPPLY 7.52 19160 03/14/2022 Internal Service Fund Operations & Maintenance LATTA'S AUTO SUPPLY -101.02 Check Total: 99.55
19161 03/14/2022 General Fund Special Departmental Expense LIFE - ASSIST, INC. 181.49 Check Total: 181.49
19162 03/14/2022 General Fund SB 1473 LOVOTTI, INC. 1.00 19162 03/14/2022 General Fund Building Permits LOVOTTI, INC. 102.00 Check Total: 103.00
19163 03/14/2022 General Fund Community Center Deposits JANELL MARTIN 210.00 19163 03/14/2022 General Fund Community Center Rental JANELL MARTIN 60.00 Check Total: 270.00
19164 03/14/2022 Water Enterprise Fund Special Departmental Expense MERCED COUNTY DEPT. OF PUBLIC HEALTH 348.16 19164 03/14/2022 Water Enterprise Fund Special Departmental Expense MERCED COUNTY DEPT. OF PUBLIC HEALTH 348. 16 19164 03/14/2022 Water Enterprise Fund Special Departmental Expense MERCED COUNTY DEPT. OF PUBLIC HEALTH 348.16 19164 03/14/2022 Water Enterprise Fund Special Departmental Expense MERCED COUNTY DEPT. OF PUBLIC HEALTH 348.16 Check Total: 1,392.64
19165 03/14/2022 Internal Service Fund Special Departmental Expense MR. BEVERAGE 3,475.47 Check Total: 3,475.47
19166 03/14/2022 Internal Service Fund Operations & Maintenance MUNICIPAL MAINTENANCE EQUIP. 565.54 Check Total: 565.54
19167 03/14/2022 General Fund Professional Services MUNISERVICES LLC 234.84 Check Total: 234.84
19168 03/14/2022 General Fund Special Departmental Expense OCCUTEST 265.00 ,...

AP-Checks for Approval (3/9/2022 - I :29 PM) Page 8

Check Number Check Date Fund Name Account Name Vendor Name Void Amount Check Total: 265.00
19169 03/14/2022 General Fund Community Center Deposits ANELOCHOA 350.00 Check Total: 350.00
19170 03/14/2022 General Fund Office Supplies THE OFFICE CITY 57.36 19170 03/14/2022 General Fund Office Supplies THE OFFICE CITY 114.72 Check Total: 172.08
19171 03/14/2022 General Fund Deposits OLD TOWN ATWATER 547.00 19171 03/14/2022 Water Enterprise Fund Water Service Charges OLD TOWN ATWATER -108.94 Check Total: 438.06
19172 03/14/2022 Internal Service Fund Operations & Maintenance O'REILLY AUTO PARTS 289.42 19172 03/14/2022 Internal Service Fund Operations & Maintenance O'REILLY AUTO PARTS 573.00 19172 03/14/2022 Gas Tax/Street Improvement Special Departmental Expense O'REILLY AUTO PARTS 7.00 19172 03/14/2022 Internal Service Fund Operations & Maintenance O'REILLY AUTO PARTS 74.26 19172 03/14/2022 Internal Service Fund Operations & Maintenance O'REILLY AUTO PARTS 28.20 19172 03/14/2022 General Fund Special Departmental Expense O'REILLY AUTO PARTS 22.71 19172 03/14/2022 General Fund Special Departmental Expense O'REILLY AUTO PARTS 58.33 19172 03/14/2022 Gas Tax/Street Improvement Special Departmental Expense O'REILLY AUTO PARTS 7.00 Check Total: 1,059.92
19173 03/14/2022 General Fund Utilities PACIFIC GAS & ELECTRIC 905.86 19173 03/14/2022 General Fund Utilities PACIFIC GAS & ELECTRIC 340.10 19173 03/14/2022 General Fund Utilities PACIFIC GAS & ELECTRIC 215.05 19173 03/14/2022 Gas Tax/Street Improvement Utilities PACIFIC GAS & ELECTRIC 217.15 19173 03/14/2022 Water Enterprise Fund Utilities PACIFIC GAS & ELECTRIC 14,418.96 19173 03/14/2022 Sewer Enterprise Fund Utilities PACIFIC GAS & ELECTRIC 1,822.84 Check Total: 17,919.96
19174 03/14/2022 Internal Service Fund Special Departmental Expense PRESTON'S LOCK & KEY 45.14 Check Total: 45.14
19175 03/14/2022 General Fund Special Departmental Expense PRO FORCE 162.83 Check Total: 162.83
19176 03/14/2022 Water Fund Capital Replacement Well #20A Rehab PROVOST & PRITCHARD CONSULTING GROU 6,498.30 Check Total: 6,498.30
19177 03/14/2022 General Fund Office Supplies QUADIENT FINANCE USA, INC. 1,000.00 AP-Checks for Approval (3/9/2022 - I :29 PM) Page 9

Check Number Check Date Fund Name Account Name Vendor Name Void Amount Check Total: 1,000.00 ,-
19178 03/14/2022 Water Enterprise Fund Accounts Payable MARGARET RAMIREZ 52.61 19178 03/14/2022 Sewer Enterprise Fund Accounts Payable MARGARET RAMIREZ 66.72 19178 03/14/2022 Sanitation Enterprise Account, Payable MARGARET RAMIREZ 24.48 19178 03/14/2022 Sanitation Enterprise Account, Payable MARGARET RAMIREZ 7.63 Check Total: 151.44
19179 03/14/2022 General Fund Special Departmental Expense RAY MORGAN COMPANY 105.26 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 24.51 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 326.70 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 344.56 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 33.19 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 24.51 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 45.25 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 31.10 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 522.25 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 26.67 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 347.10 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 173.74 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 174.l 1 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 393.40 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 278.69 19179 03/14/2022 Water Enterprise Fund Rents & Leases RAY MORGAN COMPANY 125.24 19179 03/14/2022 Sewer Enterprise Fund Rents & Leases RAY MORGAN COMPANY 125.24 19179 03/14/2022 General Fund Rents & Leases RAY MORGAN COMPANY 34.23 Check Total: 3,135.75
19180 03/14/2022 RDVLPMNT Obligation Retirement Professional Services ROSENOW SPEVACEK GROUP INC. 787.50 19180 03/14/2022 RDVLPMNT Obligation Retirement Professional Services ROSENOW SPEVACEK GROUP INC. 112.50 Check Total: 900.00
19181 03/14/2022 Internal Service Fund Professional Services RXCW ATWATER CORP. 120.00 Check Total: 120.00
19182 03/14/2022 Gas Tax/Street Improvement Special :)epartmental Expense SAFE-T-LITE 568. 16 Check Total: 568.16
19183 03/14/2022 General Fund Special Departmental Expense SAN DIEGO POLICE EQUIPMENT CO.,INC 4,435.11 Check Total: 4,435.11 -
19184 03/14/2022 General Fund Professional Services SANTA FE PET HOSPITAL 201.00 AP-Checks for Approval (3/9/2022 - 1 :29 PM) Page 10

Check Number Check Date Fund Name Account Name Vendor Name Void Amount Check Total: 201.00
19185 03/14/2022 Water Enterprise Fund Special Departmental Expense SHANNON PUMP CO. 3,196.08 19185 03/14/2022 Water Enterprise Fund Professional Services SHANNON PUMP CO. 6,560.31 19185 03/14/2022 Sewer Enterprise Fund Special Departmental Expense SHANNON PUMP CO. 591.89 Check Total: 10,348.28
19186 03/14/2022 Gas Tax/Street Improvement Special Departmental Expense SHERWIN-WILLIAMS CO. 81.64 Check Total: 81.64
19187 03/14/2022 Sewer Enterprise Fund Utilities SIEMENS FINANCIAL SERVICES, INC. I 8,583.78 ---
Check Total: 18,583.78
19188 03/14/2022 Gas Tax/Street Improvement Professional Services SIERRA AIRLESS 60.00 Check Total: 60.00
19189 03/14/2022 General Fund Office Supplies STAPLES BUSINESS ADVANTAGE 85.80 19189 03/14/2022 General Fund Office Supplies STAPLES BUSINESS ADVANTAGE 84.77 Check Total: 170.57
19190 03/14/2022 1,2,3-TCP Fund Professional Services STATE WATER RESOURCES CONTROL BOARD 808.00 Check Total: 808.00
19191 03/14/2022 General Fund Professional Services STERICYCLE, INC. 34.42 Check Total: 34.42
19192 03/14/2022 General Fund Professional Services SUN VALLEY PORTABLE RESTROOMS INC. 535.00 Check Total: 535.00 ,,,.
19193 03/14/2022 Internal Service Fund Professional Services TIRE DISTRIBUTION SYSTEMS INC. 180.00 19193 03/14/2022 Internal Service Fund Operations & Maintenance TIRE DISTRIBUTION SYSTEMS INC. 309.01 Check Total: 489.01
19194 03/14/2022 General Fund Rents & Leases U.S. BANK EQUIPMENT FINANCE 156.94 19194 03/14/2022 Public Safety Trans & Use Tax Machinery & Equipment U.S. BANK EQUIPMENT FINANCE 1,674.65 ---
Check Total: 1,831.59
19195 03/14/2022 Sewer Enterprise Fund Special Departmental Expense UNITED RENTALS 166.67 Check Total: 166.67
19196 03/14/2022 Employee Benefits Fund Health Reimbursements UNUM LIFE INSURANCE 976.37 AP-Checks for Approval (3/9/2022 - 1 :29 PM) Page 11

Check Number Check Date Fund Name Account Name Vendor Name Void Amount 19196 03/14/2022 Employee Benefits Fund Health Reimbursements UNUM LIFE INSURANCE 161.08 Check Total: 1,137.45
19197 03/14/2022 Internal Service Fund Operations & Maintenance VAN DE POL 16,374.73 19197 03/14/2022 Internal Service Fund Operations & Maintenance VAN DE POL 2,007.93 Check Total: 18,382.66
19198 03/14/2022 Sewer Enterprise Fund Professional Services VEOLIA WATER NORTH AMERICA OPERATINC 161,693.63 Check Total: 161,693.63
19199 03/14/2022 General Fund Communications VERIZON WIRELESS 560.14 Check Total: 560.14
19200 03/14/2022 Employee Benefits Fund Vision Insurance VISION SERVICE PLAN (CA) 966.90 19200 03/14/2022 Employee Benefits Fund Vision Insurance VISION SERVICE PLAN (CA) 751.42 Check Total: 1,718.32
19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 3,546.00 19201 03/14/2022 General Fund Capital City Hall Barrier Removal VVH CONSULTING SERVICES 360.00 19201 03/14/2022 Measure V 20% AlternativeModes Phase I Ped Imp Proj Downtown VVH CONSULTING SERVICES 90.00 19201 03/14/2022 Measure V 20% AlternativeModes Phase 2 Ped Imp Proj Downtown VVH CONSULTING SERVICES 90.00 19201 03/14/2022 Measure V 20% AlternativeModes Phase 3 Ped Imp Proj Downtown VVH CONSULTING SERVICES 90.00 19201 03/14/2022 ARPA-American Rescue Plan Act City Bldg - Civic Center #I VVH CONSULTING SERVICES 450.00 19201 03/14/2022 SB I-Road Main! & Rehab RMRA Fruitland Ave Rd Improvements VVH CONSULTING SERVICES 360.00 19201 03/14/2022 SB I-Road Maint & Rehab RMRA Fruitland Ave Rd Improvements VVH CONSULTING SERVICES 450.00 19201 03/14/2022 Water Fund Capital Replacement Well #20A Rehab VVH CONSULTING SERVICES 180.00 19201 03/14/2022 1,2,3-TCP Fund TCP Remediation Project VVH CONSULTING SERVICES 1,215.00 19201 03/14/2022 1,2,3-TCP Fund Professional Services VVH CONSULTING SERVICES 14,184.00 19201 03/14/2022 Sewer Enterprise Fund Professional Services VVH CONSULTING SERVICES 90.00 19201 03/14/2022 Sewer Enterprise Fund Professional Services VVH CONSULTING SERVICES 90.00 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 330.00 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 82.50 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 412.50 19201 03/14/2022 SB I-Road Maint & Rehab RMRA Fruitland Ave Rd Improvements VVH CONSULTING SERVICES 1,587.50 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 990.00 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 14,040.00 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 3,294.00 19201 03/14/2022 Measure V 20% AlternativeModes Phase 3 Ped Imp Proj Downtown VVH CONSULTING SERVICES 90.00 19201 03/14/2022 ARPA-American Rescue Plan Act City Bldg - Civic Center #1 VVH CONSULTING SERVICES 1,710.00 19201 03/14/2022 SB I-Road Maint & Rehab RMRA Fruitland Ave Rd Improvements VVH CONSULTING SERVICES 180.00 19201 03/14/2022 SB I-Road Maint & Rehab RMRA Fruitland Ave Rd Improvements VVH CONSULTING SERVICES 1,031.25 19201 03/14/2022 SB I -Road Maint & Rehab RMRA Winton Way & Bellevue Signal VVH CONSULTING SERVICES 90.00 AP-Checks for Approval (3/9/2022 - 1 :29 PM) Page 12

Check Number Check Date Fund Name Account Name Vendor Name Void Amount 19201 03/14/2022 1,2,3-TCP Fund TCP Remediation Project VVH CONSULTING SERVICES 360.00 19201 03/14/2022 1,2,3-TCP Fund Professional Services VVH CONSULTING SERVICES 13,176.00 19201 03/14/2022 Sewer Enterprise Fund Sewer Lift Station Imprvmnts VVH CONSULTING SERVICES 270.00 19201 03/14/2022 Sewer Enterprise Fund Professional Services VVH CONSULTING SERVICES 348.75 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 1,237.50 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 2,640.00 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 825.00 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 412.50 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 17,010.00 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 2,995.50 19201 03/14/2022 Measure V 20% AlternativeModes Phase I Ped Imp Proj Downtown VVH CONSULTING SERVICES 180.00 19201 03/14/2022 Measure V Regional Fund Winton Way Road Improvements VVH CONSULTING SERVICES 180.00 19201 03/14/2022 Measure V Regional Fund Measure V Reg - Bellvue RD PSR VVH CONSULTING SERVICES 540.00 19201 03/14/2022 ARPA-American Rescue Plan Act City Bldg - Civic Center #I VVH CONSULTING SERVICES 540.00 19201 03/14/2022 SB I-Road Maint & Rehab RMRA Fruitland Ave Rd Improvements VVH CONSULTING SERVICES 450.00 19201 03/14/2022 SB I-Road Maint & Rehab RMRA Fruitland Ave Rd Improvements VVH CONSULTING SERVICES 180.00 19201 03/14/2022 1,2,3-TCP Fund Professional Services VVH CONSULTING SERVICES 11,982.00 19201 03/14/2022 Sewer Enterprise Fund Sewer Lift Station lmprvmnts VVH CONSULTING SERVICES 360.00 19201 03/14/2022 Sewer Enterprise Fund Professional Services VVH CONSULTING SERVICES 1,845.00 19201 03/14/2022 Sewer Enterprise Fund Professional Services VVH CONSULTING SERVICES 720.00 19201 03/14/2022 Sewer Enterprise Fund Professional Services VVH CONSULTING SERVICES 180.00 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 360.00 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 180.00 19201 03/14/2022 General Fund Professional Services VVH CONSULTING SERVICES 16,215.00 ---
Check Total: 118,220.00
19202 03/14/2022 Internal Service Fund Special Departmental Expense WATERFORD IRRIGATION SUPPLY, INC 7.47 19202 03/14/2022 Water Enterprise Fund Special Departmental Expense WATERFORD IRRIGATION SUPPLY, INC 198.78 19202 03/14/2022 Water Enterprise Fund Special Departmental Expense WATERFORD IRRIGATION SUPPLY, INC 21.91 19202 03/14/2022 Internal Service Fund Special Departmental Expense WATERFORD IRRIGATION SUPPLY, INC 3.74 19202 03/14/2022 General Fund Special Departmental Expense WATERFORD IRRIGATION SUPPLY, INC 50.79 19202 03/14/2022 General Fund Special Departmental Expense WATERFORD IRRIGATION SUPPLY, INC 43.33 19202 03/14/2022 Water Enterprise Fund Special Departmental Expense WATERFORD IRRIGATION SUPPLY, INC 11.20 19202 03/14/2022 General Fund Special Departmental Expense WATERFORD IRRIGATION SUPPLY, INC 4.87 19202 03/14/2022 General Fund Special Departmental Expense WATERFORD IRRIGATION SUPPLY, INC 21.18 Check Total: 363.27
19203 03/14/2022 General Fund Cannabis Deposits WB PHARMS, LLC 10,853.57 ---
Check Total: 10,853.57
19204 03/14/2022 Internal Service Fund Utilities WEST COAST GAS CO. INC. 29.97 Check Total: 29.97
AP-Checks for Approval (3/9/2022 - I :29 PM) Page 13

Check Number Check Date Fund Name Account Name Vendor Name Void Amount 19205 03/14/2022 General Fund Special Departmental Expense WINTON HARDWARE 18.26 19205 03/14/2022 Sewer Enterprise Fund Special Departmental Expense WINTON HARDWARE 43.38 19205 03/14/2022 Internal Service Fund Special Departmental Expense WINTON HARDWARE 26.93 19205 03/14/2022 General Fund Special Departmental Expense WINTON HARDWARE 42.21 19205 03/14/2022 Internal Service Fund Special Departmental Expense WINTON HARDWARE 10.23 19205 03/14/2022 General Fund Special Departmental Expense WINTON HARDWARE 16.11 19205 03/14/2022 Internal Service Fund Special Departmental Expense WINTON HARDWARE 25.53 19205 03/14/2022 Internal Service Fund Special Departmental Expense WINTON HARDWARE 34.67 19205 03/14/2022 General Fund Special Departmental Expense WINTON HARDWARE 27.99 19205 03/14/2022 Sewer Enterprise Fund Special Departmental Expense WINTON HARDWARE 58.43 19205 03/14/2022 Internal Service Fund Special Departmental Expense WINTON HARDWARE 5.70 Check Total: 309.44 ,,
19206 03/14/2022 General Fund Community Center Deposits CHICHI WOOD 560.00 Check Total: 560.00
19207 03/14/2022 General Fund Travel/Conferences/Meetings DELILAH YOUMARA 226.80 Check Total: 226.80
19208 03/14/2022 General Fund Uniform & Clothing Expense DECEMBER ZIMMERMAN 173.80 Check Total: 173.80
Report Total: 937,472.59
AP-Checks for Approval (3/9/2022 - I :29 PM) Page 14

CITY COUNCIL

ACTION MINUTES
February 28, 2022
REGULAR SESSION: (Council Chambers)
The City Council of the City of Atwater met in Regular Session this date at 6:00 PM in the City Council Chambers located at the Atwater Civic Center, 750 Bellevue Road, Atwater, California and on Zoom; Mayor Creighton presiding.

PLEDGE OF ALLEGIANCE TO THE FLAG:

The Pledge of Allegiance was led by Interim Recreation and Community Events Coordinator Billings.

INVOCATION:

The Invocation was led by Pastor Rich Miller.

ROLL CALL:

Present: City Council Members Ambriz, Button, Cale, Raymond (via teleconference), Mayor Pro Tem Cale, Mayor Creighton

Absent: None
Staff Present: City Manager Waterman, City Attorney Splendorio, Deputy City Manager Del Real, CAL FIRE Battalion Chief Ayuso, Police Chief Salvador, Public Works/Community Development
Director Thompson, Finance Director Youmara, Information Technology Manager Lamerson (via teleconference), Interim Recreation and Community Events Coordinator Billings,
Recording Secretary Thuang, Deputy City Clerk Martin
SUBSEQUENT NEED ITEMS: None

CITY OF ATWATER
Minutes

City Council Meeting Action Minutes for February 28, 2022 Page 2 APPROVAL OF AGENDA AS POSTED OR AS AMENDED:

MOTION: City Council Member Ambriz moved to approve the agenda as posted.

The motion was seconded by City Council Member Raymond and the vote was: Ayes: Raymond, Ambriz, Button, Cale, Creighton; Noes: None; Absent:

None. The motion passed.

CEREMONIAL MATTERS:

Certificate of Recognition – Chi Chi Wood
Mayor Creighton and the City Council presented Chi Chi Wood with a Certificate of Recognition for her contributions towards the City’s Downtown Lighting Project.

Presentation of trophy to Fire Department for winning the City Christmas tree decorating contest
Pastor Rich Miller made the presentation to the Fire Department.

Presentation of trophy to Mayor Creighton for winning the City snowman decorating contest
Pastor Rich Miller made the presentation to Mayor Creighton.

Mayor Creighton called a recess at 6:28 PM.

The City Council returned to the dais and Mayor Creighton resumed the meeting at 6:37 PM.

PRESENTATIONS:

Monthly report by Merced County District 3 Supervisor McDaniel Merced County District 3 Supervisor McDaniel reported the following:
 On February 8, 2022, the Merced County Board of Supervisors approved an agreement with Patriot Rail to establish a rail district at Castle Commerce Center.
 On February 28, 2022, Raul Mendez started his position as the new County Executive Officer for Merced County.
 Merced County District 3 Supervisor McDaniel’s mobile district office hours are 1:30 PM – 3:30 PM on the fourth Thursday of each month at the Civic Center.

City Council Meeting Action Minutes for February 28, 2022 Page 3  Assemblymember Adam Gray and Congressman Jim Costa’s staff will be recontinuing and available during normal office hours.

CONSENT CALENDAR:

Agenda item #9 and #10 under Agreements, “Awarding Professional Services Agreement to Pinnacle Healthcare for Occupational Health Services” and “Awarding Professional Services Agreement to Romeo Medical Clinic for Occupation Health Services” were removed from the Consent Calendar for separate discussion and possible action.

MOTION: Mayor Pro Tem Cale moved to approve the Consent Calendar as amended. The motion was seconded by City Council Member Ambriz and the vote was: Ayes: Button, Cale, Ambriz, Raymond, Creighton; Noes: None; Absent:

None. The motion passed.

WARRANTS:

1. February 28, 2022
ACTION: Approval of warrants as listed.

TREASURER’S REPORT:

2. January 31, 2022
ACTION: Approval of report as listed.

MINUTES: (City Council)

3. February 14, 2022 – Regular meeting
ACTION: Approval of minutes as listed.

MINUTES: (Planning Commission)

4. January 19, 2022 – Regular meeting
ACTION: Acceptance of minutes as listed.

MINUTES: (Citizens’ Oversight Committee)

5. a) June 9, 2021 – Special meeting
b) September 7, 2021 – Regular meeting
ACTION: Acceptance of minutes as listed.

City Council Meeting Action Minutes for February 28, 2022 Page 4 CALL FOR BIDS:

6. Approving specifications authorizing advertising and call for bids for purchase of one (1) new 2022 Hyundai Santa Fe Plug-In Hybrid Electric Vehicle (City Manager Waterman)
ACTION: Approval of specifications and authorizes advertising and call for bids for the purchase of one (1) new 2022 Hyundai Santa Fe Plug-In Hybrid Electric Vehicle, Bid Call No. 713-22; and authorizes and directs the City Manager, or her designee, to award and execute all documents related to the purchase on behalf of the City.

RESOLUTIONS:

7. Making the required findings authorizing the continuation of Remote Teleconference/Virtual Meetings of the Legislative Bodies of the City of Atwater (City Attorney Splendorio)
ACTION: Adoption of Resolution No. 3296-22 making the required findings authorizing the continuation of Remote Teleconference/Virtual Meetings of the Legislative Bodies of the City of Atwater.

8. Authorizing submittal of application to State of California Department of Housing and Community Development 2020/2021 HOME Investment Partnerships Program Grant (Public Works/Community Development Director Thompson) ACTION: Adoption of Resolution No. 3298-22 authorizing submittal of an application to the State of California Department of Housing and Community Development under the 2020/2021 HOME Investment Partnerships Program Grant; and authorizes and directs the City Manager, or her designee, to execute all grant-related documents or contracts on behalf of the City.

AGREEMENTS:

9. Awarding Professional Services Agreement to Pinnacle Healthcare for Occupational Health Services (Deputy City Manager Del Real) This item was removed from the Consent Calendar for separate discussion and possible action.

10. Awarding Professional Services Agreement to Romeo Medical Clinic for Occupational Health Services (Deputy City Manager Del Real) This item was removed from the Consent Calendar for separate discussion and possible action.

City Council Meeting Action Minutes for February 28, 2022 Page 5

11. Approving First Amendment to Professional Services Agreement with CSI Services for Special Inspection and Testing of Water Tower Recoating/Renovation Project (Public Works/Community Development Director Thompson)
ACTION: Approval of the First Amendment to the Professional Services Agreement with CSI Services of Santa Clarita, California, in a form approved by the City Attorney, for Special Inspection and Testing of the Water Tower Recoating/Renovation Project, in an amount not to exceed $9,480, for a total price of $34,479.99; and authorizes and directs the City Manager, or her designee, to execute the First Amendment on behalf of the City.

12. Approving Contract Change Order to the General Construction Contract with W.M. Lyles Co. for CMU Wall installation at Industry Sewer Lift Station (Public Works/Community Development Director Thompson)
ACTION: Approval of Contract Change Order No. 1 to the General Construction Contract with W.M. Lyles Co. of Fresno, California for the CMU Wall installation at the Industry Sewer Lift Station, in the amount of $164,445, for a total of $559,590; and authorizes and directs the City Manager to execute the change order on behalf of the City.

13. Awarding General Construction Contract to RTC Construction Management, Inc. for the Applegate Pump Station Rehab Project (Public Works/Community Development Director Thompson)
ACTION: Awards a General Construction Contract, in a form approved by the City Attorney, to RTC Construction Management, Inc. of Merced, California for the Applegate Pump Station Rehab Project, in an amount not to exceed $994,685 and construction contingency change orders up to an aggregate of an additional $49,734.25 (5%); and authorizes and directs the City Manager, or her designee, to execute the Contract on behalf of the City.

14. Awarding General Construction Contract to ANV Construction, Inc. for Tenant Improvements at Civic Center Building 1 Project (Public Works/Community Development Director Thompson)
ACTION: Awards a General Construction Contract, in a form approved by the City Attorney, to ANV Construction, Inc. of Atwater, California for Tenant Improvements at Civic Center Building 1 Project, in an amount not to exceed $225,490, and construction contingency change orders up to an aggregate of an additional $22,549.01 (10%); and authorizes and directs the City Manager, or her designee, to execute the Contract on behalf of the City.

City Council Meeting Action Minutes for February 28, 2022 Page 6

15. Declaring Hoffman Electronic Systems a sole source service provider and awarding Professional Services Agreement for security controls at designated City facilities (Information Technology Manager Lamerson) ACTION: Declares Hoffman Electronic Systems of Atwater, California as a sole source service provider for security controls at designated City facilities; awards a Professional Services Agreement, in a form approved by the City Attorney, to Hoffman Electronic Systems of Atwater, California for physical security systems at designated City facilities in an amount not to exceed $142,000; and authorizes and directs the City Manager, or her designee, to execute the Agreement on behalf of the City.

16. Authorizing and approving Cooperative Purchase Agreement with Elk Grove Auto Group for purchase of a Police Vehicle (Police Chief Salvador) ACTION: Authorizes and approves a Cooperative Purchase of a 2021 Dodge Charger Pursuit, in an amount not to exceed $38,000 with Elk Grove Auto Group; and authorizes and directs the City Manager, or her designee, to execute the purchase on behalf of the City.

AGREEMENTS:

Awarding Professional Services Agreement to Pinnacle Healthcare for Occupational Health Services (Deputy City Manager Del Real)
Awarding Professional Services Agreement to Romeo Medical Clinic for Occupational Health Services (Deputy City Manager Del Real)
Deputy City Manager Del Real provided background information on these items.

Mayor Pro Tem Cale commented on the lack of responses received from local health providers within the community to the City’s Request for Proposals for Occupational Health Services.

MOTION: City Council Member Raymond moved to award both Professional Services Agreements, in a form approved by the City Attorney, to Pinnacle Healthcare of Los Banos, California and Romeo Medical Clinic of Turlock, California for Occupational Health Services; and authorizes and directs the City Manager, or her designee to execute the Agreement on behalf of the City. The motion was seconded by City Council Member Ambriz and the vote was: Ayes:

Raymond, Button, Ambriz, Creighton; Noes: Cale; Absent: None. The motion passed.

City Council Meeting Action Minutes for February 28, 2022 Page 7 PUBLIC HEARINGS:

Consideration of Revised City Council District Electoral Boundaries as Required by Elections Code Section 21601 (City Attorney Splendorio) City Attorney Splendorio provided background information on this item.

Henry Castillo of Best Best & Krieger LLP presented a PowerPoint presentation detailing the 2021-22 redistricting process which includes City Council terms, redistricting rules and goals, existing districts and district boundaries, preeminent considerations, sources of information, and the redistricting timeline.

He also addressed the concerns of the City Council regarding future map changes in relation to district boundaries and the ideal population number.

Mayor Creighton opened the public hearing to receive public input on district boundaries.

No one came forward to speak, and Mayor Creighton closed the public hearing.

Adopting resolution amending Fiscal Year 2021-22 Miscellaneous Fee Schedule (Finance Director Youmara)
Finance Director Youmara provided background information on this item.

Finance Director Youmara and Police Chief Salvador addressed the concerns of the City Council regarding the Abandoned Cart Fee.

Mayor Creighton opened the public hearing for this item.

No one came forward to speak, and Mayor Creighton closed the public hearing.

MOTION: Mayor Pro Tem Cale moved to adopt Resolution No. 3294-22 amending the City of Atwater’s Miscellaneous Fee Schedule for Fiscal Year 2021-2022. The motion was seconded by City Council Member Button and the vote was: Ayes:

Ambriz, Button, Raymond, Cale Creighton; Noes: None; Absent: None. The motion passed.

City Council Meeting Action Minutes for February 28, 2022 Page 8 REPORTS AND PRESENTATIONS FROM STAFF:

Approving Budget Amendment regarding Revenue and Expenditure Adjustments based on Mid-Year Analysis; and adopting Salary Schedule C-22, effective March 3, 2022 (City Manager Waterman and Finance Director Youmara)
Finance Director Youmara provided background information on this item and presented a PowerPoint presentation detailing the Fiscal Year 2021-2022 Mid-Year Budget Review which includes an overview of the General Fund and other funds.

City Manager Waterman addressed concerns of the City Council regarding the Water Enterprise Fund.

Mayor Creighton opened the public hearing for this item.

No one came forward to speak, and Mayor Creighton closed the public hearing.

MOTION: City Council Member Button moved to adopt Resolution No. 3293-22 approving Budget Amendment No. 23 amending the Fiscal Year 2021-2022 Budget regarding revenue and expenditure adjustments based upon mid-year analysis; and Resolution No. 3297-22 adopting Salary Schedule C-22 effective March 3, 2022. The motion was seconded by City Council Member Raymond and the vote was: Ayes: Cale, Button, Ambriz, Raymond, Creighton; Noes: None;

Absent: None. The motion passed.

CITY MANAGER REPORTS/UPDATES:

Monthly report by City Manager Waterman
City Manager Waterman had nothing to report.

COMMENTS FROM THE PUBLIC:

Notice to the public was read.

No one came forward to speak.

City Council Meeting Action Minutes for February 28, 2022 Page 9 CITY COUNCIL MATTERS:

City Council comments
Mayor Pro Tem Cale reminded the community of the 1880’s All Star Baseball Game hosted by the Castle Veterans Organization and the Atwater-Winton Lions Club on April 16, 2022 at Atwater Memorial Ballpark. He commended Finance Director Youmara, Finance Operations Manager Tejeda, and the Finance Department for their work conducting the Fiscal Year 2021-2022 Mid-Year Budget Review and thanked the City Council and Pastor Rich Miller and his team for their contributions to the community. He also spoke regarding the clean-up of City landmarks for the City’s upcoming Centennial Celebration and congratulated the Atwater Elementary School District for breaking ground on the Juniper Elementary School Project.

City Council Member Ambriz thanked Public Works/Community Development Director Thompson and Chief Building Official/Fire Code Official Pereida for their time in meeting with himself along with business owners within the community.

He also thanked City staff for their presentations at tonight’s meeting.

City Council Member Raymond spoke regarding the ending of California’s school mask mandate on March 12, 2022.

City Council Member Button thanked City staff for their work towards the Fiscal Year 2021-2022 Mid-Year Budget Review and spoke regarding the positive progress within the City. He also spoke regarding his appreciation for the community events during the Christmas Holiday and agreed with Mayor Pro Tem Cale’s earlier comment regarding the lack of responses from local health providers within the community to the City’s Request for Proposals for Occupational Health Services.

Mayor Creighton reminded the community of Mardi Gras on March 1, 2022, Ash Wednesday on March 2, 2022, and of the City’s Easter Egg Hunt on April 9, 2022 to begin at 9:00 AM at Veterans Park. He also commented on the Russia-Ukraine war.

ADJOURNMENT:

Mayor Creighton adjourned the meeting at 7:37 PM.
________________________________

JANELL MARTIN

DEPUTY CITY CLERK
By: Leslie Thuang
Recording Secretary

CITY OF ATWATER

REGULAR MEETING

AUDIT AND FINANCE COMMITTEE

ACTION MINUTES
October 25, 2021
The City of Atwater Audit and Finance Committee met in Regular Session this date at 4:38 PM in the City Council Chambers located at the Atwater Civic Center, 750 Bellevue Road, Atwater, California; Committee Chair Ambriz presiding.

PLEDGE OF ALLEGIANCE OF THE FLAG: Deferred to Regular Council Meeting.

ROLL CALL:

Present:

Absent:

Staff Present:

Committee Chair Ambriz, Committee Vice Chair Button,
Committee Member Borba
None
Deputy City Manager Del Real, Finance Director Youmara and Jacobs-Hunter
APPROVAL OF AGENDA AS POSTED OR AS AMENDED:

MOTION: Vice Chair Button moved to approve the agenda as posted. The motion was seconded by Committee Member Borba and the vote was: Ayes: Button, Borba, Ambriz; Noes: None. The motion passed.

SUBSEQUENT NEED ITEMS:

None to report.

MINUTES:

September 27, 2021 - Regular meeting
MOTION: Committee Member Borba moved to approve the minutes as listed. The motion was seconded by Vice Chair Button and the vote was:

Ayes: Button, Borba, Ambriz Noes: None. The motion passed.

Audit and Finance Committee Minutes for October 25, 2021 Page 2 FUNDING AND BUDGET MATTERS:

Treasurer's Report for the month ending September 30, 2021 (City Treasurer Borba) MOTION: Committee Chair Ambriz moved to approve the September 30, 2021 Treasurer's Report as listed. The motion was seconded by Committee Vice Chair Button and the vote was: Ayes: Button, Ambriz; Noes: None. The motion passed.

REPORTS AND PRESENTATIONS FROM STAFF:

Verbal presentation regarding the resent Standard and Poors bond rating upgrade for the City of Atwater's Wastewater Revenue Refunding Bonds to BBB (Stable) from BBB- (Unstable). (Finance Director Youmara) Finance Director Youmara updated Committee on the City of Atwater's Wastewater Revenue Refunding Bonds, rating upgrade.

No action requested. Informational item only.

COMMENTS FROM THE PUBLIC:

No one came forward to speak.

COMMITTEE MEMBER COMMENTS:

None to report.

ADJOURNMENT:

Committee Chair Ambriz adjourned the meeting at 4:47 PM.

By: Delilah Youmara
Finance Director

CITY OF ATWATER

REGULAR MEETING

AUDIT AND FINANCE COMMITTEE

ACTION MINUTES
January 24, 2022
The City of Atwater Audit and Finance Committee met in Regular Session this date at 4:41 PM in the City Council Chambers located at the Atwater Civic Center, 750 Bellevue Road, Atwater, California; Committee Chair Ambriz presiding.

PLEDGE OF ALLEGIANCE OF THE FLAG: Deferred to Regular Council Meeting.

ROLL CALL:

Present:

Absent:

Staff Present:

Committee Chair Ambriz, Committee Vice Chair Button,
Committee Member Borba
None
City Manager Waterman, Finance Director Youmara
APPROVAL OF AGENDA AS POSTED OR AS AMENDED:

MOTION: Vice Chair Button moved to approve the agenda as posted. The motion was seconded by Committee Member Borba and the vote was: Ayes: Button, Borba, Ambriz; Noes: None. The motion passed.

SUBSEQUENT NEED ITEMS:

None to report.

MINUTES:

October 25, 2021 - Regular meeting
MOTION: Vice Chair Button moved to approve the minutes as listed. The motion was seconded by Committee Member Borba and the vote was:

Ayes: Borba, Button, Ambriz Noes: None. The motion passed.

Audit and Finance Committee Minutes for January 24, 2022 Page 2 FUNDING AND BUDGET MATTERS:

Treasurer's Report for the month ending November 30, 2021 (City Treasurer Borba) MOTION: Committee Chair Ambriz moved to approve the November 30, 2021 Treasurer's Report as listed. The motion was seconded by Committee Vice Chair Button and the vote was: Ayes: Button, Ambriz; Noes: None. The motion passed.

REPORTS AND PRESENTATIONS FROM STAFF:

Verbal presentation on MuniServices' 2
nd Quarter 2021 Report on Sales Tax and
Business Activity for the City of Atwater. (Finance Director Youmara) Finance Director Youmara updated Committee on the MuniServices' 2 nd Quarter
2021 Report on Sales Tax and Business Activity for the City of Atwater.

No action requested. Informational item only.

COMMENTS FROM THE PUBLIC:

No one came forward to speak.

COMMITTEE MEMBER COMMENTS:

None to report.

ADJOURNMENT:

Committee Chair Ambriz adjourned the meeting at 4:51 PM.

By: Delilah Youmara
Finance Director

CITY OF ATWATER

SPECIAL MEETING

CITIZENS' OVERSIGHT COMMITTEE
FOR

PUBLIC SAFETY TRANSACTIONS

AND USE TAX

ACTION MINUTES
December 14, 2021
CALL TO ORDER:

The City of Atwater Citizens' Oversight Committee for Public Safety Transactions and Use Tax met in Special Session this date at
5:30 PM in the City Council Chambers located at the Atwater Civic Center, 750 Bellevue Road, Atwater, California; Chairperson Hyler presiding.

PLEDGE OF ALLEGIANCE TO THE FLAG:

The Pledge of Allegiance was led by Chairperson Hyler.

ROLL CALL:

Present:

Absent:

Staff Present:

Committee Members Castro, Dash, Garner, Pirtle, Chairperson Hyler
Committee Member Brantley, Vice Chairperson Brice
City Manager Waterman, Police Chief Salvador, CAL FIRE
Battalion Chief Ayuso, Finance Director Youmara, Deputy City Clerk Martin, Recording Secretary Thuang

Citizens' Oversight Committee for Public Safety Transactions and Use Tax Special Meeting Action Minutes for December 14 2021 Page 2 COMMENTS FROM THE PUBLIC:

Notice to the public was read.

No one came forward to speak.

MINUTES:

September 7, 2021 - Regular meeting
MOTION: Committee Member Dash moved to approve the minutes as listed. The motion was seconded by Committee Member Pirtle and the vote was: Ayes: Dash, Pirtle, Garner, Castro, Hyler; Noes: None; Absent; Brantley, Brice. The motion passed.

REPORTS AND PRESENTATIONS FROM STAFF:

Police Department Update (Police Chief Salvador)
Police Chief Salvador spoke regarding the Police Department's response times, total amount of inbound calls received for service, volume of incidents responded to, written reports, voided cases, misdemeanor and felony arrests, and citations over a twelve-month period. He also addressed concerns of the Committee Members regarding staffing levels, responsibilities of School Resource Officers, patrol statistics, budgets for overtime hours, Reserve Police Officer recruitment, and future trainings for Police Officers.

Fire Department Update (CAL FIRE Battalion Chief Ayuso) CAL FIRE Battalion Chief Ayuso spoke regarding the current recruitment for Reserve Firefighters, the success of the Atwater Fire and Police Holiday Toy Drive, and potential grant opportunities for the Fire Department. He also provided an update regarding annual business inspections and the total amount of calls and medical calls received.

CAL FIRE Battalion Chief Ayuso, Police Chief Salvador, and City Manager Waterman addressed concerns of the Committee Members regarding grants, medical aid response, current staffing levels, equipment availability, technical rescue, call volume related to vehicle accidents, and sources of funding.

Presentation regarding Mutual Aid and Automatic Aid (CAL FIRE Battalion Chief Ayuso) CAL FIRE Battalion Chief Ayuso presented a PowerPoint presentation regarding mutual aid and automatic aid and addressed concerns of the Committee Members regarding resource allocation and station responses in different zones.

Citizens' Oversight Committee for Public Safety Transactions and Use Tax Special Meeting Action Minutes for December 14 2021 Page 3 Financial Report (Finance Director Youmara)
Finance Director Youmara provided an update regarding the unaudited budget status report for the first quarter of the Fiscal Year 2021-22 Public Safety Transactions and Use Tax Fund and addressed concerns of the Committee Members regarding the budget status and purpose of the professional services budget.

CAL FIRE Battalion Chief Ayuso addressed concerns of the Committee Members regarding the benefits of purchasing training materials and equipment, funding for medical supplies on response vehicles, and special departmental expenses.

ADJOURNMENT:

Chairperson Hyler adjourned the meeting at 7:15 PM.

APPROVED:

By: Leslie Thuang
Oversight Recording Secretary

CITY COUNCIL

AGENDA REPORT

MEETING DATE: March 14, 2022
TO: Mayor and City Council
FROM: Lori Waterman, City Manager, Jeanna Del Real, Deputy City Manager
PREPARED BY: Jeanna Del Real, Deputy City Manager
SUBJECT: Amending City of Atwater Classification Plan and adopting Salary Schedule D-22, effective March 17, 2022 (City Manager Waterman and Deputy City Manager Del Real)

RECOMMENDED COUNCIL ACTION
Adoption of Resolution No. 3300-22 amending City of Atwater Classification Plan and adopting Salary Schedule D-22, effective March 17, 2022.

I. BACKGROUND/ANALYSIS:

BACKGROUND:

The City Council establishes, amends, and modifies the City's job classifications and sets the salary schedule for said classifications. The City Council adopted Resolution No. 2088-05 adopting the City of Atwater Classification Plan ("Classification Plan").

From time to time, and whenever job classification openings occur, it is necessary for the City Manager to review departmental structures and to provide recommendations to the City Council to amend the Classification Plan to reflect current and/or upcoming needs when applicable.

The City Council adopted its most recent Salary Schedule on February 28, 2022. The Salary Schedule is updated on a regular basis to reflect the City Manager's organizational objectives and/or City Council direction.

ANALYSIS:

Unplanned vacancies are occurring in both the IT and Human Resources divisions of the Administration Department. As a result, staff is proposing to amend the Classification Plan to add three (3) new job classifications and to amend one (1) classification; and to adopt a new salary schedule to reflect said changes. The following is a list of amendments to the Classification Plan:

CITY COUNCIL
Paul Creighton, Mayor
Danny Ambriz Tyler Button
John Cale Brian Raymond

Agenda Report - Page 2
 Human Resources Technician. Minor amendment to change job title to Human Resources Technician I. No other proposed language changes. Primary responsibilities include: performing a wide variety of complex work in the management and processing of the City's payroll system and providing administrative support to human resources departmental activities. No proposed salary adjustments.
 Human Resources Technician II. New job classification and associated salary range. This position will provide back up and segregation of duties of the Human Resources Technician I position relating to payroll and will also provide administrative support and perform analytical duties in support of human resources activities and functions..
 Information Technology Coordinator. New job classification and associated salary range. This position replaces the Information Technology Manager classification. Primary duties are essentially the same as the Manager.  Systems Technician. This classification was added to the Salary Schedule in June 2021, but the position was not added to the Classification Plan. No proposed salary adjustment.

Staff met and conferred with applicable labor groups and received consensus on staff's proposals.

II. FISCAL IMPACTS:

Staff does not recommend any adjustments related to the Classification Plan or Salary Schedule D-22 as the increased costs for filling the unplanned vacancies will be absorbed into the operating budget for the remainder of this fiscal year. If approved, subsequent year's budgets will include funding for the positions. This item was reviewed by the Finance Department.

III. LEGAL REVIEW:

This item was reviewed by the City Attorney's Office.

IV. EXISTING POLICY:

The proposed amendments to the Classification Plan and Salary Schedule are consistent with the City of Atwater's 2020-2025 Strategic Plan Goal number four (4), to optimize organization structure, specifically Goal 4.1.b. and 4.1.c.. Goal 4.1b. "Review Staff work-load," and Goal 4.1.c. "Adjust the organization structure as needed." V. ALTERNATIVES:

N/A

Agenda Report - Page 3
VI. INTERDEPARTMENTAL COORDINATION:

N/A
VII. PUBLIC PARTICIPATION:

The public will have an opportunity to provide comments on this item prior to City Council action.

VIII. ENVIRONMENTAL REVIEW:

This item is not a "project" under the California Environmental Quality Act (CEQA) as this activity does not cause either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment, pursuant to Public Resources Code section 21065.

IX. STEPS FOLLOWING APPROVAL:

If approved, staff will update the Classification Plan and implement Salary Schedule D22 and proceed with restructuring the department.

Submitted by:

Jeanna Del Real, Deputy City Manager
Submitted and Approved by:

Lori Waterman, City Manager
Attachments:

1. Reso 3300-22 Amending Classification Plan and Salary Schedule D-22

2. Exhibit A to Resolution No. 3300-22 - Job descriptions

3. Exhibit B to Resolution No. 3300-22 - Salary Schedule Effective March 17, 2022

CITY COUNCIL
OF THE

CITY OF ATWATER

RESOLUTION NO. 3300-22

A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF ATWATER AMENDING “CITY OF
ATWATER CLASSIFICATION PLAN” AND
ADOPTING SALARY SCHEDULE D-22,
EFFECTIVE MARCH 17, 2022
WHEREAS, the City Council adopted Resolution No. 2088-05 adopting the City of Atwater Classification Plan; and
WHEREAS, Salary Schedule C-22, effective March 3, 2022, was adopted by Resolution No. 3297-22 on February 28, 2022; and
WHEREAS, the City Council approves and adopts the Salary Schedule for the Classification Plan and/or directs the City Manager to prepare and/or update said Schedule to reflect City Council direction; and
WHEREAS, the City of Atwater’s 2020-2025 Strategic Plan includes optimizing organization structure and reviewing staff workloads; and WHEREAS, in considering recruitment, staff performs classification and salary analysis to determine appropriate descriptions and salary ranges. As a result of the analysis, staff is recommending certain changes to the City’s Classification Plan to add three (3) new job classifications and to amend one (1) job classification, and to modify the salary schedule accordingly.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Atwater does hereby amend the City of Atwater Classification Plan to add three (3) new job classifications and to amend one (1) job classification as described in “EXHIBIT A,” attached hereto and made a part herein.

BE IT FURTHER RESOLVED that the City Manager is hereby authorized to make any revisions, corrections, or alterations to the text of the classifications described in Exhibit “A” to correct language changes or to comply with the requirements of the law.

Resolution No. 3300-22 Page 2
BE IT FURTHER RESOLVED that the City Council of the City of Atwater does hereby adopt City of Atwater Salary Schedule D-22, effective March 17, 2022, EXHIBIT "B," attached hereto and made a part herein.

The foregoing resolution is hereby adopted this 14th day of March 2022.

AYES:

NOES:

ABSENT:

APPROVED:
_______________________________

PAUL CREIGHTON, MAYOR
ATTEST:
_____________________________

LUCY ARMSTRONG, CITY CLERK

HUMAN RESOURCES TE I

DEFINITION
Under general supervision, to assist with the daily administration of the Human Resources Departmental operations and functions; to perform advanced level clerical work involving the management and processing of the City's payroll system, in compliance with the Family Medical Leave Act (FMLA), Fair Labor Standards Act (FLSA), and other applicable state and federal employment regulations including Affordable Care Act (ACA), and benefit programs including the accounts payable and tax processing that coincides with payroll, Section 457 (deferred compensation) plans, employee benefit transactions, Worker's Compensation vouchers, and disability claims; to provide technical assistance to the Human Resources Director, other department directors, and other support staff in the area of human resources, payroll, and payroll deductions; and to do related work as required. Serves as Disaster Service Worker.

FLSA Status: Non-exempt. Bargaining Group: Clerical Unit.

DISTINGUISHING CHARACTERISTICS
This is a professional working level position and the first workin level in the Human Resources Technician class series. lncumbents in this class perform highly responsible technical and administrative support related to Human Resources departmental activities as well as perform complex advanced financial and record keeping work for the payroll accounting functions, their maintenance, and interface with the City's general ledger and other accounting systems. This class is distinguished from Human Resources Technician ll in that Human s Technician ll incumbents oerform more comolex and exoanded orofessiona I duties related to analvtical suooort of human resources activities and functions.

REPORTS TO
Human Resources Director, or as assigned.

CLASSIFICATIONS SUPERVISED
This is not a supervisory class.

ESSENTIAL FUNCTIONS
Performs a variety of responsible clerical, technical, administrative, and office support duties in support of the City's Human Resources Director; processes personnel action forms; researches, compiles, and analyzes data for special personnel projects and reports; responds to employment verification requests and other requests for information; may perform or assist with other human resources duties related to recruitment, retirement, benefits, FMLA, FLSA, and ACA compliance, counseling, and

HUMAN RESOURCES TECHNICIAN I Page 2
disciplinary actions; provides customer service; takes notes from dictation or recording and accurately transcribes them; may take minutes of meetings; performs a variety of the more complex assignments in the development and maintenance of financial and statistical records; maintains the City's payroll system; compiles and maintains payroll documents; prepares established payroll cycles; compiles accounts for and maintains all payroll reporting and record keeping; files federal and state wage and benefit reports, taxes, and returns; reviews and monitors deferred compensation programs; records changes affecting net wages such as exemptions, insurance coverage, and wage garnishments for each employee; processes warrants, bills, and other documents involved with financial record keeping; posts information to the general ledger; assists with the maintenance of subsidiary ledgers; assists with the development of financial and statistical reports; assists with the compilation of budget information; calculates and processes insurance program payments to the City's benefit providers and insurers; operates computerized financial information systems and on-line computer systems used in the City; and works with spreadsheets and word processing programs. Regular and consistent attendance is required. May be required to attend night and weekend meetings.

TYPICAL PHYSICAL REQUIREMENTS
Sit for extended periods; frequently stand and walk; normal manual dexterity and eyehand coordination; lift and move objects weighing up to 25 lbs.; corrected hearing and vision to normal range; verbal communication; use of office equipment including computer, telephone, calculator, copiers, postage machine, and FAX.

TYPICAL WORKI NG CONDITIONS
Work is performed in an office environment; continuous contact with other staff and the public.

MINIMUM QUALIFICATIONS
Knowledqe of:
o Basic human resources functions and procedures.
. Basic functions and organization of municipal government. o Modern office practices and procedures including as they apply to financial record keeping.
o Methods and practices of financial and statistical record keeping. . City and department policies, rules, and regulations. . Good public relations techniques.
o Principles and practices of records management systems. o Pertinent federal, state, and local laws, codes, and ordinances. o Knowledge of the applicable state and federal laws governing payroll and payroll management, tax reporting, and employee benefit programs. o Principles of work direction and training.

HUMAN RESOURCES TECHNICIAN I Page 3
Abilitv to:
o lnterpret, explain, and apply City and department policies and procedures. . Perform a wide variety of specialized office and administrative support work for managemenUsu pervisory staff.
o Perform financial and personnel accounting work observing strict confidentiality. o Perform a variety of the more complex financial and statistical record keeping work. o Follow oral and written directions.
o Read and understand laws, codes, statutes, and information related to labor, payroll, and employee benefits.
o Gather and organize data and information.
o Make mathematical calculations quickly and accurately. o Work with computerized financial information systems and use a computer for financial and statistical record keeping work.
o Organize, research, and maintain complex and extensive files and records. . Take notes and transcribe accurate official minutes from meetings. . Type at a net speed of 5S :l0words per minute.
. Deal tactfully and courteously with the public and other staff when explaining the functions and policies of the work area where assigned. o Respond appropriately to difficult and sensitive matters. o Establish and maintain cooperative working relationships.

Traininq and Experience:

Two (2) years of increasingly responsible technical experience in personnel administration activities including public contact and in performing fiscal support work, accounting, and payroll and/or benefits administration.

Education:

Graduation from an accredited community or junior college with an Associate's degree with course work in business administration, payroll administration, accounting, finance, or a related field. Education requirement may be substituted with equivalent years of experience. Possession of a Bachelor's degree in business administration is highly desirable.
a
a
a

SPECIAL REQUIREMENTS
Must be willing to attend meetings outside normal working hours and be available to work weekends and evenings as necessary.

License:
o Possession of a valid California driver's license.
o Certified Standard First Aid and Cardiopulmonary Resuscitation (CPR)

HUMAN RESOURCES TECHNICIAN I Paqe 4
The contenfs of fhrs c/ass specffibation shall not be construed to constitute any expressed or implied warranty or guarantee, nor shall it constitute a contract of employment. The City of Atwater assutnes no responsibility beyond the general accuracy of the document, nor does it assume responsibility for any errors or omissions in the information contained herein. The contents of this specification may be modified or revoked without notice. Terms and conditions of employment are determined through a meet and confer process and are subject to the Memorandum of Understanding currently in effect.

Rev. 07-08-19 !3:1422

nUrtAnU neSOUnCeS re

DEFINITION
Under general supervision, to assist with the daily administration of the Human Resources Departmental operations and functions; to provide technical assistance to the Human Resources Director, other department directors, and other support staff regarding human resources activities, processes, policies, and procedures; may perform and/or assist in processing of the City's payroll system; may perform duties relating to recruitment, selection, classification, wage and salary administration, risk management, retirement, benefits, liability claims, employer-employee relations, and training; and to do related work as required. Serves as Disaster Service Worker. FLSA Status: Non-exempt. Bargaining Group: Clerical Unit.

DISTINGUISHING CHARACTERISTICS
This is the advanced working level position in the Human Resources Technician class series. lncumbents in this class perform highly responsible technical and administrative support related to Human Resources departmental activities as well as perform complex advanced financial and record keeping work. This class is distinguished from Human Resources Technician I in that incumbents perform more complex and expanded professional duties related to analytical support of human resources activities and functions.

REPORTS TO
Human Resources Director, or as assigned

CLASSIFICATIONS SUPERVISED
This is not a supervisory class.

ESSENTIAL FUNCTIONS
Performs a variety of responsible clerical, technical, administrative, and office support duties in support of the City's Human Resources Director; processes personnel action forms; researches, compiles, and analyzes data for special personnel projects and reports; responds to employment verification requests and other requests for information; may perform other human resources duties related to recruitment, retirement, benefits, FMLA, FLSA, and ACA compliance, counseling, and disciplinary actions; provides customer service; takes notes from dictation or recording and accurately transcribes them; may take minutes of meetings; performs a variety of the more complex assignments in the development and maintenance of financial and statistical records; serves as secondary in managing the City's payroll system; works with spreadsheets and word processing programs; maintains confidential information in

HUMAN RESOURCES TECHNICIAN II Page 2
accordance with legal standards and/or City regulations; may perform duties such as plans and coordinates recruitments and examinations and coordinates post-offer preemployment physicals, psychological assessments, drug screens, or other preemployment screenings; may conduct initial new employee onboarding for purposes of ensuring appropriate completion of payroll and benefits documentation; may serve as assistant Health Benefits Officer; receives liability claims against the City; may prepare documents and gather data to pursue cost recovery and restitution for the City; and may serve as Alternative representative on the Board of Directors for the Central San Joaquin Valley Risk Management Authority. Regular and consistent attendance is required. May be required to attend night and weekend meetings.

TYPICAL PHYSICAL REQUIREMENTS
Sit for extended periods; frequently stand and walk; normal manual dexterity and eyehand coordination; lift and move objects weighing up to 25 lbs.; corrected hearing and vision to normal range; verbal communication; use of office equipment including computer, telephone, calculator, copiers, postage machine, and FAX.

TYPICAL WORKING CONDITIONS
Work is performed in an office environment; continuous contact with other staff and the public.

MINIMUM QUALIFICATIONS
Knowledqe of:
o Basic human resources functions and procedures.
o Basic functions and organization of municipal government. o Modern office management practices and procedures including correspondence, filing systems including confidential records management, and the operation of standard office equipment and computers.
o Principles and practices of records management systems. o Principles and practices of recruitment, selection, classification, salary and benefit administration, training, Equal Opportunity Employment (EEO), and employee relations within a public agency.
o City and department policies, rules, and regulations. . Good public relations techniques.
o Pertinent federal, state, and local laws, codes, and ordinances. o Knowledge of the applicable state and federal laws governing payroll and payroll management, tax reporting, and employee benefit programs. o Principles of work direction and training.

Abilitv to:
o lnterpret, explain, and apply City and department policies and procedures.

HUMAN RESOURCES TECHNICIAN II Page 3
. Perform a wide variety of specialized office and administrative support work for managemenUsupervisory staff.
. Perform financial and personnel accounting work observing strict confidentiality. o Follow oral and written directions.
. Read and understand laws, codes, statutes, and information related to labor, payroll, and employee benefits.
o Gather and organize data and information.
o Operate a computer accurately and efficiently and work with various computerized financial information systems and computer software including database and records management programs used in the Human Resources Department. . Organize, research, and maintain complex and extensive files and records. . Take notes and transcribe accurate official minutes from meetings. . Type at a net speed of 50 words per minute.
o Deal tactfully and courteously with the public and other staff when explaining the functions and policies of the work area where assigned. o Respond appropriately to difficult and sensitive matters. o Establish and maintain cooperative working relationships.

Training and Experience:
o Three (3) years of increasingly responsible technical experience in personnel administration activities including public contact and in performing fiscal support work, accounting, and payroll and/or benefits administration; or o Two (2) years of increasingly responsible work experience as a Human Resources Technician lwith the City of Atwater.
. Experience in a Personnel Department or other public agency is highly desirable.

Education:
o Graduation from an accredited community or junior college with an Associate's degree with major course work in human resources, social sciences, public administration, business administration, payroll administration, or a related field.

Education requirement may be substituted with equivalent years of experience.

Possession of a Bachelor's degree in business administration is highly desirable.

SPECIAL REQUIREMENTS
Must be willing to attend meetings outside normal working hours and be available to work weekends and evenings as necessary.

License:
o Possession of a valid California driver's license.
o Certified Standard First Aid and Cardiopulmonary Resuscitation (CPR) a

HUMAN RESOURCES TECHNICIAN II Page 4
The contents of this c/ass specffibation shall not be construed to constitute any expressed or implied warranty or guarantee, nor shall it constitute a contract of employment. The City of Atwater assumes no responsibiltty beyond the general accuracy of the document, nor does it assume responsibility for any errors or omissions in the information contained herein. The contents of this specification may be modified or revoked without notice. Terms and conditions of employment are determined through a meet and confer process and are subject to the Memorandum of Understanding currently in effect.
03-14-22

INFORMATION TECHNOLOGY COORDINATOR

DEFINITION
Under administrative direction, to plan, organize, direct, and coordinate the development and implementation of City computer resources, management information systems, and management activities including overseeing infrastructures, applications, project oversight and management, and program management in areas of security, networks, communications, help desk management, web
development/maintenance/support, and geographic information systems; to coordinate activities with other divisions and departments; to provide highly complex staff assistance; and to perform related work as required. Serves as Disaster Service Worker. FLSA Status: Exempt. Bargaining Unit: Mid-Management Unit.

DISTINGUISHING CHARACTERISTICS
This specialized classification is a mid-management position responsible for the technical aspects of the City’s computer systems while providing information technology support to all City departments and staff. Assignments are broad in scope and are carried out with a significant degree of latitude and independence.

REPORTS TO
Department Director, or as assigned by the City Manager.

CLASSIFICATIONS SUPERVISED
Systems Technician, or as assigned.

ESSENTIAL FUNCTIONS
Plans, organizes, directs, and coordinates the development, implementation, and utilization of City computer resources and management information systems; reviews and evaluates hardware and software for use by City staff; develops and implements policies regarding the acquisition and utilization of computer resources; performs special statistical and budget analysis for the development of City computer resources and systems; directs and conducts training programs in the use of computer resources for City management and staff; interfaces with appropriate department staff in defining systems standards and operating procedures; serves as an information source regarding City information systems and management information functions; works with City management to determine and work toward meeting computer resource and management information needs; develops and presents special studies on the use and upgrading of information systems resources; represents City information systems functions with City staff, the public, and other agencies; recommends vendors and contractors to department heads and reviews, interprets, and maintains contracts;

INFORMATION TECHNOLOGY COORDINATOR Page 2
oversees the work of contractors involved with City IT projects and systems; communicates and works with third-party applications, vendor sales, and support; manages the installation, configuration, and cutover phases of a project; recommends technology solutions to clients; manages complex business changes in the implementation of emerging information technologies; provides subject matter knowledge to the project team or the customer; builds and maintains positive working relationships with co-workers, other City employees, and the public using principles of good customer service; demonstrates a strong commitment to customer service; uses formal project management techniques and tools to effectively manage the scope of work, project costs, and technical resources, and maintains schedule integrity; utilizes project management software; makes modifications and adjustments as required to ensure projects are delivered on time and within budget; provides technical guidance and assistance to other staff associated with information systems; recommends measures to optimize system performance and response; develops and recommends policies and procedures, and assures they are carried out; manages the overall performance of systems, and resolves complex problems as required; researches and prepares technical and administrative reports; and prepares written correspondence.

TYPICAL PHYSICAL REQUIREMENTS
Sit for extended periods; frequently stand and walk; normal manual dexterity and eyehand coordination; lift and move objects weighing up to 25 lbs.; corrected hearing and vision to normal range; verbal communication; use of office equipment including computer, telephone, calculator, copiers, and FAX.

TYPICAL WORKING CONDITIONS
Work is performed in an office environment; continuous contact with other staff and the public.

MINIMUM QUALIFICATIONS
Knowledge of:
• Principles and practices of information technology.
• Computer hardware, software, and utilization in the services and functions of local government agency.
• Practices, procedures, and techniques of research, information analysis, and report development.
• Current industry standards and product availability in hardware and software. • Planning and implementation of computer networks.
• Development and implementation of computer training.
• Technology advancement and how they can/will be applied within the City’s current/future business models.
• Quality assurance programs.
• Information Technology best practices.

INFORMATION TECHNOLOGY COORDINATOR Page 3
• Pertinent local, state, and federal rules, regulations, and laws. • Business issues related to implementing systems.
• Web content management systems.
• InfoSec principles and security assessments.
• Open Source Software.
• Computer Aided Dispatch Systems.
• Scripting Languages.
• DNS/DHCP/IP/802.11 technologies and protocols.
• GNU/Linux.

Ability to:
• Carry out and/or manage application design, development, support, and maintenance.
• Effectively oversee multiple projects simultaneously while managing project costs, resources, and schedules.
• Gain cooperation through discussion and persuasion.
• Interpret and apply City policies, procedures, rules, and regulations. • Research, gather, develop, analyze, and present a variety of complex information and data.
• Oversee the acquisition, installation, and maintenance of computer hardware and software.
• Evaluate options and develop alternatives, including cost justifications, for the development and application of information technology systems to City operations, services, and functions.
• Serve as a consultant on the applications and uses of computer technology. • Establish and maintain cooperative working relationships with those contacted during the course of work.
• Communicate clearly and concisely, both orally and in writing. • Work independently.

Training and Experience:
• Five (5) years of increasingly responsible work experience in the development and utilization of computer resources, networks, applications, and management information systems; or
• Five (5) years of experience in an internal technology support environment including experience in network administration, communications, or operating systems software and hardware, automated business systems, and implementation of new systems using web-based and client server technology.

SPECIAL REQUIREMENTS:
• Candidates must pass a POST level background investigation for clearance to work on Police Department Information Systems prior to appointment.

INFORMATION TECHNOLOGY COORDINATOR Page 4
Education:
• Graduation from an accredited college or university with a bachelor’s degree in a computer related field, business information systems, public/business administration, or closely related field. Education requirement may be substituted with equivalent years of experience.

License:
• Possession of a valid California driver's license.

The contents of this class specification shall not be construed to constitute any expressed or implied warranty or guarantee, nor shall it constitute a contract of employment. The City of Atwater assumes no responsibility beyond the general accuracy of the document, nor does it assume responsibility for any errors or omissions in the information contained herein. The contents of this specification may be modified or revoked without notice. Terms and conditions of employment are determined through a meet and confer process and are subject to the Memorandum of Understanding currently in effect.
03-14-22

SYSTEMS TECHNICIAN

DEFINITION
Under direction and supervision, to provide effective support and administration in areas of systems, information security, communications, networking, and business processes; to troubleshoot, diagnose, analyze, and resolve system/application related support requests including help desk and web; to assist and train users in personal computer (PC) hardware/software; and to perform related work as required. Serves as Disaster Service Worker. FLSA Status: Non-exempt. Bargaining Unit: Miscellaneous Unit.

DISTINGUISHING CHARACTERISTICS
This is a specialized classification in which the incumbent learns and performs a variety of technical duties related to the maintenance and support of PCs, networks, systems, and applications. Incumbents may provide information technology support to all City departments and staff.

REPORTS TO
Information Technology Coordinator Manager, or as assigned.

CLASSIFICATIONS SUPERVISED
This is not a supervisory position.

ESSENTIAL FUNCTIONS
Provides systems, network, and application support; performs maintenance of existing and future systems and applications; assists with production of applicable documentation; assists with vendor coordination; monitors systems; provides support with deployment of new hardware and software; provides end user support; troubleshoots, diagnoses, and resolves systems, network, and application errors or performance issues; monitors the overall performance of the network operating systems and communications software; and resolves problems as required.

Assists in training programs in the use of computer resources for City management and staff; communicates and works with third-party applications, vendor sales, and support; assists with installation, configuration, and cutover phases of a project; builds and maintains positive working relationships with co-workers, other City employees, and the public using principles of good customer service; demonstrates a strong commitment to customer service; provides technical guidance and assistance to other staff associated with information systems; manages the overall performance of systems, and resolves

SYSTEMS TECHNICIAN Page 2
complex problems as required; researches and prepares technical reports; and prepares written correspondence.

TYPICAL PHYSICAL REQUIREMENTS
Sit for extended periods; frequently stand and walk; normal manual dexterity and eyehand coordination; lift and move objects weighing up to 25 lbs.; corrected hearing and vision to normal range; verbal communication; use of office equipment including computer, telephone, calculator, copiers, and FAX.

TYPICAL WORKING CONDITIONS
Work is performed in an office environment; continuous contact with other staff and the public.

MINIMUM QUALIFICATIONS
Knowledge of:
• Principles and practices of information technology support. • Diagnostic methods.
• Information systems security.
• Computer hardware, software, and utilization in the services and functions of local government agency.
• Practices, procedures, and techniques of research and information analysis. • Information technology best practices.
• Pertinent local, state, and federal rules, regulations, and laws. • Web content management systems.
• Open Source Software.
• Computer Aided Dispatch Systems.
• Scripting Languages.
• TCP/IP Networking
• LAN/WAN Technologies.
• GNU/Linux.
• IT Documentation practices.
• Microsoft Office 365 / Azure.

Ability to:
• Troubleshoot, configure, repair, and install computer and server hardware and software.
• Work with word processing, database, spreadsheet, and presentation software. • Assist with application design, development, support, and maintenance. • Use sound, independent judgment within established guidelines. • Prioritize work and coordinate several activities simultaneously. • Establish and maintain cooperative working relationships with those contacted during the course of work.

SYSTEMS TECHNICIAN Page 3
• Communicate clearly and concisely, both orally and in writing. • Work independently.

Training and Experience:

Any combination of experience and training that would likely provide the required knowledge, skills, and ability is qualifying. A typical way to obtain the knowledge, skills, and ability would be:
• Two (2) years of responsible work experience in the utilization of computer resources, networks, applications, and management information systems.

SPECIAL REQUIREMENTS:
• Candidates must pass a POST level background investigation for clearance to work on Police Department information systems prior to appointment.

Education:
• Equivalent to graduation from high school supplemented by specialized technical training or coursework in a computer related field.
• Graduation from an accredited college with an Associate’s degree in a computer related field, business information systems, public/business administration, or closely related field is highly desirable but not required.

License:
• Possession of a valid California driver's license.

The contents of this class specification shall not be construed to constitute any expressed or implied warranty or guarantee, nor shall it constitute a contract of employment. The City of Atwater assumes no responsibility beyond the general accuracy of the document, nor does it assume responsibility for any errors or omissions in the information contained herein. The contents of this specification may be modified or revoked without notice.

Terms and conditions of employment are determined through a meet and confer process and are subject to the Memorandum of Understanding currently in effect.

Rev. 06-14-21 03-14-22

SALARY SCHEDULE BY MONTHLY/BI-WEEKLY/ANNUAL/HOURLY RATES PER STEP SCHEDULE D-22 EFFECTIVE MARCH 17, 2022
Class Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
Account Clerk I CU 115 2820.83 2961.87 3109.97 3265.46 3428.74 3600.17 1301.92 1367.02 1435.37 1507.14 1582.49 1661.62
33849.96 35542.46 37319.58 39185.56 41144.84 43202.08

16.2740 17.0877 17.9421 18.8392 19.7812 20.7702
Account Clerk II CU 135 3160.04 3318.04 3483.94 3658.14 3841.05 4033.10 1458.48 1531.40 1607.97 1688.37 1772.79 1861.43
37920.48 39816.50 41807.33 43897.70 46092.58 48397.21

18.2310 19.1426 20.0997 21.1047 22.1599 23.2679
Account Clerk III CU 137 3483.94 3658.14 3841.04 4033.10 4234.75 4446.49 1607.97 1688.37 1772.79 1861.43 1954.50 2052.23
41807.28 43897.64 46092.53 48397.15 50817.01 53357.86

20.0997 21.1046 22.1599 23.2679 24.4313 25.6528
Accountant I CU 255 4143.40 4350.57 4568.10 4796.51 5036.33 5288.15 1912.34 2007.96 2108.35 2213.77 2324.46 2440.68
49720.82 52206.86 54817.20 57558.06 60435.97 63457.76

23.9042 25.0995 26.3544 27.6721 29.0558 30.5085
Accountant II CU 270 4557.62 4785.50 5024.77 5276.01 5539.81 5816.80 2103.52 2208.69 2319.13 2435.08 2556.84 2684.68
54691.39 57425.96 60297.26 63312.12 66477.73 69801.62

26.2939 27.6086 28.9891 30.4385 31.9604 33.5585
Accounting Technician CU 235 3677.52 3861.40 4054.47 4257.19 4470.05 4693.55 1697.32 1782.18 1871.29 1964.86 2063.10 2166.25
44130.25 46336.76 48653.60 51086.28 53640.59 56322.62

21.2165 22.2773 23.3912 24.5607 25.7887 27.0782
Administrative Analyst MM 300 5007.50 5257.87 5520.77 5796.81 6086.65 6390.98 2311.15 2426.71 2548.05 2675.45 2809.22 2949.68
60089.99 63094.49 66249.22 69561.68 73039.76 76691.75

28.8894 30.3339 31.8506 33.4431 35.1153 36.8710
Administrative Assistant I CU 140a 2772.26 2910.87 3056.41 3209.23 3369.69 3538.18 1279.50 1343.48 1410.65 1481.18 1555.24 1633.01
33267.06 34930.42 36676.94 38510.78 40436.32 42458.14

15.9938 16.7935 17.6331 18.5148 19.4405 20.4126
Administrative Assistant II CU 155a 3199.12 3359.07 3527.03 3703.38 3888.55 4082.98 1476.52 1550.34 1627.86 1709.25 1794.71 1884.45
38389.42 40308.89 42324.33 44440.55 46662.58 48995.71

18.4565 19.3793 20.3482 21.3656 22.4339 23.5556
Assistant Planner MU 257 4233.24 4444.90 4667.15 4900.50 5145.53 5402.80 1953.80 2051.49 2154.07 2261.77 2374.86 2493.60
50798.86 53338.80 56005.74 58806.03 61746.33 64833.65

24.4225 25.6437 26.9258 28.2721 29.6857 31.1700
Associate Planner MU 275 4561.37 4789.43 5028.91 5280.35 5544.37 5821.59 2105.25 2210.51 2321.03 2437.08 2558.94 2686.89
54736.38 57473.20 60346.86 63364.21 66532.42 69859.04

26.3156 27.6313 29.0129 30.4636 31.9867 33.5861
Building Inspector MU 256a 4208.28 4418.70 4639.63 4871.61 5115.19 5370.95 1942.28 2039.40 2141.37 2248.44 2360.86 2478.90
50499.38 53024.34 55675.56 58459.34 61382.31 64451.42

24.2785 25.4925 26.7671 28.1055 29.5107 30.9863
1

SALARY SCHEDULE BY MONTHLY/BI-WEEKLY/ANNUAL/HOURLY RATES PER STEP SCHEDULE D-22 EFFECTIVE MARCH 17, 2022
Class Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
Building Maintenance Worker I MU 130 2688.66 2823.09 2964.25 3112.46 3268.08 3431.49 1240.92 1302.97 1368.11 1436.52 1508.35 1583.76
32263.93 33877.12 35570.98 37349.53 39217.00 41177.85

15.5115 16.2871 17.1014 17.9565 18.8543 19.7970
Building Maintenance Worker II MU 150a 2958.15 3106.06 3261.36 3424.43 3595.65 3775.43 1365.30 1433.56 1505.24 1580.51 1659.53 1742.51
35497.80 37272.69 39136.32 41093.14 43147.79 45305.18

17.0662 17.9196 18.8155 19.7563 20.7441 21.7813
Building Permit Technician I MU 185 3326.20 3492.51 3667.14 3850.49 4043.02 4245.17 1535.17 1611.93 1692.52 1777.15 1866.01 1959.31
39914.40 41910.11 44005.62 46205.90 48516.20 50942.01

19.1896 20.1491 21.1565 22.2144 23.3251 24.4913
Building Permit Technician II MU 187 3667.14 3850.50 4043.02 4245.17 4457.43 4680.30 1692.53 1777.15 1866.01 1959.31 2057.28 2160.14
44005.68 46205.96 48516.26 50942.08 53489.18 56163.64

21.1566 22.2144 23.3251 24.4914 25.7160 27.0017
Chief Building Inspector MM 290 4790.92 5030.47 5281.99 5546.09 5823.39 6114.56 2211.19 2321.75 2437.84 2559.73 2687.72 2822.11
57491.06 60365.61 63383.89 66553.08 69880.74 73374.78

27.6399 29.0219 30.4730 31.9967 33.5965 35.2763
Chief Building Official MM 297 5546.09 5823.39 6114.56 6420.29 6741.30 7078.37 2559.73 2687.72 2822.10 2963.21 3111.37 3266.94
66553.04 69880.69 73374.72 77043.46 80895.63 84940.42

31.9967 33.5965 35.2763 37.0401 38.8921 40.8367
Chief Building Official/ MM 308a 6741.36 7078.43 7432.35 7803.97 8194.17 8603.87 Fire Code Official 3111.40 3266.97 3430.32 3601.83 3781.92 3971.02 80896.32 84941.14 89188.20 93647.61 98329.99 103246.49

38.8925 40.8371 42.8789 45.0229 47.2740 49.6377
City Manager EM 340 12155.88 12763.68 13401.86 14071.96 14775.55 15514.33 5610.41 5890.93 6185.48 6494.75 6819.49 7160.46
145870.62 153164.15 160822.36 168863.48 177306.65 186171.98

70.1301 73.6366 77.3184 81.1844 85.2436 89.5058
Civil Engineering Assistant MU 277 4654.92 4887.67 5132.05 5388.65 5658.08 5940.99 2148.42 2255.85 2368.64 2487.07 2611.42 2741.99
55859.04 58651.99 61584.59 64663.82 67897.02 71291.87

26.8553 28.1981 29.6080 31.0884 32.6428 34.2749
Civil Engineering Associate MU 292 5119.05 5375.00 5643.75 5925.94 6222.24 6533.35 2362.64 2480.77 2604.81 2735.05 2871.80 3015.39
61428.58 64500.01 67725.01 71111.26 74666.83 78400.17

29.5330 31.0096 32.5601 34.1881 35.8975 37.6924
Code Enforcement Officer MU 175 3562.89 3741.04 3928.09 4124.49 4330.72 4547.26 1644.41 1726.63 1812.96 1903.61 1998.79 2098.73
42754.72 44892.46 47137.08 49493.94 51968.63 54567.06

20.5552 21.5829 22.6621 23.7952 24.9849 26.2342
Code Enforcement Manager MM 299 5546.09 5823.39 6114.56 6420.29 6741.30 7078.37 2559.73 2687.72 2822.10 2963.21 3111.37 3266.94
66553.04 69880.69 73374.72 77043.46 80895.63 84940.42

31.9967 33.5965 35.2763 37.0401 38.8921 40.8367
2

SALARY SCHEDULE BY MONTHLY/BI-WEEKLY/ANNUAL/HOURLY RATES PER STEP SCHEDULE D-22 EFFECTIVE MARCH 17, 2022
Class Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
Community Development Director DD 337 9954.24 10451.95 10974.55 11523.28 12099.44 12704.41 4594.26 4823.98 5065.18 5318.44 5584.36 5863.58
119450.88 125423.42 131694.60 138279.32 145193.29 152452.96

57.4283 60.2997 63.3147 66.4804 69.8045 73.2947
Community Services Director DD 320a 7434.34 7806.06 8196.36 8606.18 9036.49 9488.32 3431.24 3602.80 3782.94 3972.08 4170.69 4379.22
89212.13 93672.74 98356.38 103274.19 108437.90 113859.80

42.8904 45.0350 47.2867 49.6511 52.1336 54.7403
Community Services Officer PU 160 3348.65 3516.09 3691.89 3876.49 4070.31 4273.82 1545.53 1622.81 1703.95 1789.15 1878.60 1972.53
40183.84 42193.04 44302.69 46517.82 48843.71 51285.90

19.3192 20.2851 21.2994 22.3643 23.4826 24.6567
Deputy City Clerk MM 212a 4227.45 4438.82 4660.76 4893.80 5138.49 5395.42 1951.13 2048.69 2151.12 2258.68 2371.61 2490.19
50729.40 53265.86 55929.16 58725.62 61661.90 64744.99

24.3891 25.6086 26.8890 28.2335 29.6451 31.1274
Deputy City Manager EM 339 11432.55 12004.17 12604.38 13234.60 13896.33 14591.15 5276.56 5540.39 5817.41 6108.28 6413.69 6734.38
137190.56 144050.09 151252.59 158815.22 166755.99 175093.78

65.9570 69.2549 72.7176 76.3535 80.1711 84.1797
Deputy City Manager/Finance EM 339 11432.55 12004.17 12604.38 13234.60 13896.33 14591.15 Director 5276.56 5540.39 5817.41 6108.28 6413.69 6734.38 137190.56 144050.09 151252.59 158815.22 166755.99 175093.78

65.9570 69.2549 72.7176 76.3535 80.1711 84.1797
Deputy Director of Public Works/ MM 314 7432.35 7803.96 8194.16 8603.87 9034.06 9485.77 Community Development 3430.31 3601.83 3781.92 3971.02 4169.57 4378.05 89188.15 93647.56 98329.94 103246.44 108408.76 113829.20

42.8789 45.0229 47.2740 49.6377 52.1196 54.7256
Engineering Division Manager MM 302 5546.99 5824.34 6115.56 6421.34 6742.40 7079.52 2560.15 2688.16 2822.57 2963.69 3111.88 3267.47
66563.91 69892.11 73386.72 77056.05 80908.85 84954.30

32.0019 33.6020 35.2821 37.0462 38.8985 40.8434
Executive Assistant CU 183 3618.75 3799.69 3989.67 4189.16 4398.61 4618.54 1670.19 1753.70 1841.39 1933.46 2030.13 2131.64
43425.01 45596.26 47876.07 50269.87 52783.37 55422.53

20.8774 21.9213 23.0173 24.1682 25.3766 26.6454
Executive to the City Manager MM 259 4575.06 4803.82 5044.01 5296.21 5561.02 5839.07 2111.57 2217.15 2328.00 2444.40 2566.62 2694.96
54900.77 57645.81 60528.10 63554.51 66732.23 70068.84

26.3946 27.7143 29.1000 30.5551 32.0828 33.68694
Finance Director DD 335a 7803.97 8194.17 8603.88 9034.07 9485.77 9960.06 3601.83 3781.92 3971.02 4169.57 4378.05 4596.95
93647.64 98330.02 103246.52 108408.85 113829.29 119520.76

45.0229 47.2740 49.6378 52.1196 54.7256 57.4619
Finance Operations Manager MM 307 5811.61 6102.19 6407.30 6727.67 7064.05 7417.25 2682.28 2816.40 2957.22 3105.08 3260.33 3423.35
69739.32 73226.29 76887.60 80731.98 84768.58 89007.01

33.5285 35.2049 36.9652 38.8135 40.7541 42.79183
3

SALARY SCHEDULE BY MONTHLY/BI-WEEKLY/ANNUAL/HOURLY RATES PER STEP SCHEDULE D-22 EFFECTIVE MARCH 17, 2022
Class Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
Grants Manager MM 304 5095.68 5350.46 5617.98 5898.88 6193.83 6503.52 2351.85 2469.44 2592.91 2722.56 2858.69 3001.62
61148.11 64205.51 67415.79 70786.58 74325.91 78042.20

29.3981 30.8680 32.4114 34.0320 35.7336 37.5203
Human Resources Analyst MM 286 4893.81 5138.50 5395.42 5665.19 5948.45 6245.88 2258.68 2371.61 2490.20 2614.71 2745.44 2882.71
58725.70 61661.98 64745.08 67982.34 71381.45 74950.52

28.2335 29.6452 31.1274 32.6838 34.3180 36.0339
Human Resources Assistant CU 155c 3199.12 3359.07 3527.03 3703.38 3888.55 4082.98 1476.52 1550.34 1627.86 1709.25 1794.71 1884.45
38389.42 40308.89 42324.33 44440.55 46662.58 48995.71

18.4565 19.3793 20.3482 21.3656 22.4339 23.5556
Human Resources Director DD 335b 7803.97 8194.17 8603.88 9034.07 9485.77 9960.06 3601.83 3781.92 3971.02 4169.57 4378.05 4596.95
93647.64 98330.02 103246.52 108408.85 113829.29 119520.76

45.0229 47.2740 49.6378 52.1196 54.7256 57.4619
Human Resources Technician CU 236 3901.49 4096.56 4301.39 4516.46 4742.28 4979.39 Human Resources Technician I 1800.69 1890.72 1985.26 2084.52 2188.74 2298.18 46817.83 49158.72 51616.65 54197.49 56907.36 59752.73

22.5086 23.6340 24.8157 26.0565 27.3593 28.7273
Human Resources Technician II CU XXX 4141.72 4348.81 4566.25 4794.56 5034.29 5286.00 1911.56 2007.14 2107.50 2212.87 2323.52 2439.69
49700.64 52185.67 54794.96 57534.70 60411.44 63432.01

23.8945 25.0893 26.3437 27.6609 29.0440 30.4962
Information Technology Coordinator MM 305c 6619.20 6950.16 7297.67 7662.55 8045.68 8447.97 3055.02 3207.77 3368.16 3536.56 3713.39 3899.06
79430.43 83401.95 87572.05 91950.65 96548.18 101375.59

38.1877 40.0971 42.1019 44.2070 46.4174 48.7383
Information Technology Manager MM 305b 6619.20 6950.16 7297.67 7662.55 8045.68 8447.97 3055.02 3207.77 3368.16 3536.56 3713.39 3899.06
79430.43 83401.95 87572.05 91950.65 96548.18 101375.59

38.1877 40.0971 42.1019 44.2070 46.4174 48.7383
Mechanic I MU 180a 3253.83 3416.52 3587.35 3766.72 3955.05 4152.81 1501.77 1576.86 1655.70 1738.48 1825.41 1916.68
39045.98 40998.28 43048.19 45200.60 47460.63 49833.67

18.7721 19.7107 20.6962 21.7311 22.8176 23.9585
Mechanic II MU 205a 3580.72 3759.76 3947.75 4145.13 4352.39 4570.01 1652.64 1735.27 1822.04 1913.14 2008.80 2109.24
42968.67 45117.11 47372.96 49741.61 52228.69 54840.13

20.6580 21.6909 22.7755 23.9142 25.1099 26.3654
Office Assistant CU 125 2613.79 2744.48 2881.70 3025.79 3177.08 3335.93 1206.36 1266.68 1330.02 1396.52 1466.34 1539.66
31365.48 32933.75 34580.44 36309.46 38124.93 40031.18

15.0796 15.8335 16.6252 17.4565 18.3293 19.2458
Operations Analyst MM 300 5007.50 5257.88 5520.77 5796.81 6086.65 6390.98 2311.15 2426.71 2548.05 2675.45 2809.22 2949.68
60090.00 63094.50 66249.23 69561.69 73039.77 76691.76

28.8894 30.3339 31.8506 33.4431 35.1153 36.87104
4

SALARY SCHEDULE BY MONTHLY/BI-WEEKLY/ANNUAL/HOURLY RATES PER STEP SCHEDULE D-22 EFFECTIVE MARCH 17, 2022
Class Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
Parks Maintenance Worker I MU 165b 3099.13 3254.08 3416.79 3587.63 3767.01 3955.36 1430.37 1501.88 1576.98 1655.83 1738.62 1825.55
37189.51 39048.99 41001.43 43051.51 45204.08 47464.29

17.8796 18.7736 19.7122 20.6978 21.7327 22.8194
Parks Maintenance Worker II MU 190 3408.54 3578.96 3757.91 3945.81 4143.10 4350.25 1573.17 1651.83 1734.42 1821.14 1912.20 2007.81
40902.45 42947.58 45094.96 47349.70 49717.19 52203.05

19.6646 20.6479 21.6803 22.7643 23.9025 25.0976
Parks Maintenance Worker III MU 192 3613.15 3793.80 3983.49 4182.67 4391.80 4611.39 1667.61 1750.99 1838.54 1930.46 2026.99 2128.34
43357.77 45525.66 47801.94 50192.04 52701.64 55336.72

20.8451 21.8873 22.9817 24.1308 25.3373 26.6042
Payroll Technician CU 155d 3199.12 3359.07 3527.03 3703.38 3888.55 4082.98 1476.52 1550.34 1627.86 1709.25 1794.71 1884.45
38389.42 40308.89 42324.33 44440.55 46662.58 48995.71

18.4565 19.3793 20.3482 21.3656 22.4339 23.5556
Planning Technician MU 225c 3479.64 3653.62 3836.30 4028.12 4229.52 4441.00 1605.99 1686.29 1770.60 1859.13 1952.09 2049.69
41755.68 43843.46 46035.64 48337.42 50754.29 53292.00

20.0748 21.0786 22.1325 23.2391 24.4011 25.6212
Police Administrative Supervisor MM 301 4903.40 5148.57 5406.00 5676.30 5960.11 6258.12 2263.11 2376.26 2495.07 2619.83 2750.82 2888.36
58840.77 61782.81 64871.95 68115.54 71521.32 75097.39

28.2888 29.7033 31.1884 32.7479 34.3853 36.1045
Police Chief DD 338 10838.24 11380.15 11949.16 12546.61 13173.94 13832.64 5002.26 5252.38 5515.00 5790.74 6080.28 6384.30
130058.84 136561.78 143389.87 150559.37 158087.33 165991.70

62.5283 65.6547 68.9374 72.3843 76.0035 79.8037
Police Clerk I PU 140b 2744.81 2882.05 3026.15 3177.46 3336.33 3503.15 1266.83 1330.18 1396.68 1466.52 1539.84 1616.84
32937.67 34584.55 36313.78 38129.47 40035.94 42037.74

15.8354 16.6272 17.4585 18.3315 19.2480 20.2105
Police Clerk II PU 155b 3018.02 3168.92 3327.37 3493.74 3668.43 3851.85 1392.93 1462.58 1535.71 1612.50 1693.12 1777.78
36216.28 38027.10 39928.45 41924.87 44021.12 46222.17

17.4117 18.2823 19.1964 20.1562 21.1640 22.2222
Police Corporal PU 244 5478.89 5752.83 6040.48 6342.50 6659.62 6992.61 2528.72 2655.15 2787.91 2927.31 3073.67 3227.36
65746.67 69034.01 72485.71 76109.99 79915.49 83911.26

31.6090 33.1894 34.8489 36.5913 38.4209 40.3420
Police Officer PU 230 4831.93 5073.52 5327.20 5593.56 5873.24 6166.90 2230.12 2341.63 2458.71 2581.64 2710.72 2846.26
57983.11 60882.26 63926.38 67122.70 70478.83 74002.77

27.8765 29.2703 30.7338 32.2705 33.8841 35.5783
Police Officer Recruit TL 116 16.00
hrly
5

SALARY SCHEDULE BY MONTHLY/BI-WEEKLY/ANNUAL/HOURLY RATES PER STEP SCHEDULE D-22 EFFECTIVE MARCH 17, 2022
Class Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
Police Lieutenant MM 315 7654.78 8037.52 8439.40 8861.3704 9304.44 9769.66 3532.98 3709.63 3895.11 4089.86 4294.36 4509.07
91857.42 96450.29 101272.80 106336.44 111653.27 117235.93

44.1622 46.3703 48.6888 51.1233 53.6795 56.3634
Police Property and Evidence Clerk PU 140c 2744.81 2882.05 3026.15 3177.46 3336.33 3503.15 1266.83 1330.18 1396.68 1466.52 1539.84 1616.84
32937.67 34584.55 36313.78 38129.47 40035.94 42037.74

15.8354 16.6272 17.4585 18.3315 19.2480 20.2105
Police Sergeant PU 295 6111.94 6417.53 6738.41 7075.33 7429.10 7800.55 2820.89 2961.94 3110.04 3265.54 3428.81 3600.26
73343.25 77010.41 80860.93 84903.98 89149.18 93606.64

35.2612 37.0242 38.8754 40.8192 42.8602 45.0032
Project Accountant/Successor CU 240b 4041.09 4243.15 4455.30 4678.07 4911.97 5157.57 Agency Assistant 1865.12 1958.38 2056.29 2159.11 2267.06 2380.42 48493.10 50917.76 53463.64 56136.83 58943.67 61890.85

23.3140 24.4797 25.7037 26.9889 28.3383 29.7552
Project Engineer MM 312 7434.34 7806.06 8196.36 8606.18 9036.49 9488.32 3431.24 3602.80 3782.94 3972.08 4170.69 4379.22
89212.13 93672.74 98356.38 103274.19 108437.90 113859.80

42.8904 45.0350 47.2867 49.6511 52.1336 54.7403
Project Manager MM 305a 6619.20 6950.16 7297.67 7662.55 8045.68 8447.97 3055.02 3207.77 3368.16 3536.56 3713.39 3899.06
79430.43 83401.95 87572.05 91950.65 96548.18 101375.59

38.1877 40.0971 42.1019 44.2070 46.4174 48.7383
Public Safety Dispatcher Trainee PU 145 3264.37 3427.59 3598.97 3778.91 3967.86 4166.25 1506.63 1581.96 1661.06 1744.11 1831.32 1922.89
39172.42 41131.05 43187.60 45346.98 47614.33 49995.04

18.8329 19.7745 20.7633 21.8014 22.8915 24.0361
Public Safety Dispatcher PU 170 3569.77 3748.26 3935.68 4132.46 4339.08 4556.04 1647.59 1729.97 1816.47 1907.29 2002.65 2102.79
42837.29 44979.15 47228.11 49589.52 52068.99 54672.44

20.5949 21.6246 22.7058 23.8411 25.0332 26.2848
Public Safety Dispatcher PU 228 4253.71 4466.40 4689.72 4924.21 5170.42 5428.94 Supervisor 1963.25 2061.42 2164.49 2272.71 2386.35 2505.66 51044.58 53596.80 56276.64 59090.48 62045.00 65147.25

24.5407 25.7677 27.0561 28.4089 29.8293 31.3208
Public Works Director DD 325 9944.38 10441.60 10963.68 11511.86 12087.46 12691.83 4589.71 4819.20 5060.16 5313.17 5578.83 5857.77
119332.56 125299.19 131564.15 138142.35 145049.47 152301.95

57.3714 60.2400 63.2520 66.4146 69.7353 73.2221
Public Works/Community DD 337b 8820.88 9261.92 9725.02 10211.27 10721.83 11257.92 Development Director 4071.17 4274.73 4488.47 4712.89 4948.54 5195.97 105850.55 111143.07 116700.23 122535.24 128662.00 135095.10

50.8897 53.4342 56.1059 58.9112 61.8567 64.9496
Public Works Regulatory MM 260b 5275.20 5538.96 5815.90 6106.70 6412.03 6732.64 Compliance Supervisor 2434.71 2556.44 2684.26 2818.48 2959.40 3107.37 63302.36 66467.48 69790.85 73280.39 76944.41 80791.63

30.4338 31.9555 33.5533 35.2310 36.9925 38.8421
6

SALARY SCHEDULE BY MONTHLY/BI-WEEKLY/ANNUAL/HOURLY RATES PER STEP SCHEDULE D-22 EFFECTIVE MARCH 17, 2022
Class Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
Public Works Superintendent MM 308b 6741.36 7078.43 7432.35 7803.97 8194.17 8603.87 3111.40 3266.97 3430.32 3601.83 3781.92 3971.02
80896.32 84941.14 89188.20 93647.61 98329.99 103246.49

38.8925 40.8371 42.8789 45.0229 47.2740 49.6377
Recreation and Community MU 186 3572.23 3750.84 3938.38 4135.30 4342.07 4559.17 Events Coordinator 1648.72 1731.16 1817.72 1908.60 2004.03 2104.23 42866.76 45010.10 47260.60 49623.63 52104.81 54710.06

20.6090 21.6395 22.7214 23.8575 25.0504 26.3029
Recreation Supervisor MM 301a 4903.40 5148.57 5406.00 5676.30 5960.11 6258.12 2263.11 2376.26 2495.07 2619.83 2750.82 2888.36
58840.77 61782.81 64871.95 68115.54 71521.32 75097.39

28.2888 29.7033 31.1884 32.7479 34.3853 36.1045
Senior Planner MM 303 5673.00 5956.65 6254.49 6567.21 6895.57 7240.35 2618.31 2749.22 2886.69 3031.02 3182.57 3341.70
68076.04 71479.84 75053.83 78806.52 82746.85 86884.19

32.7289 34.3653 36.0836 37.8878 39.7821 41.7712
Sewer Division Supervisor MM 260c 5275.20 5538.96 5815.90 6106.70 6412.03 6732.64 2434.71 2556.44 2684.26 2818.48 2959.40 3107.37
63302.36 66467.48 69790.85 73280.39 76944.41 80791.63

30.4338 31.9555 33.5533 35.2310 36.9925 38.8421
Sewer Maintenance Worker I MU 180b 3253.83 3416.52 3587.35 3766.72 3955.05 4152.81 1501.77 1576.86 1655.70 1738.48 1825.41 1916.68
39045.98 40998.28 43048.19 45200.60 47460.63 49833.67

18.7721 19.7107 20.6962 21.7311 22.8176 23.9585
Sewer Maintenance Worker II MU 205b 3580.72 3759.76 3947.75 4145.13 4352.39 4570.01 1652.64 1735.27 1822.04 1913.14 2008.80 2109.24
42968.67 45117.11 47372.96 49741.61 52228.69 54840.13

20.6580 21.6909 22.7755 23.9142 25.1099 26.3654
Sewer Maintenance Worker III MU 220a 3795.31 3985.08 4184.33 4393.55 4613.23 4843.89 1751.68 1839.27 1931.23 2027.79 2129.18 2235.64
45543.76 47820.95 50211.99 52722.59 55358.72 58126.66

21.8960 22.9908 24.1404 25.3474 26.6148 27.9455
Streets and Parks Division MM 260d 5275.20 5538.96 5815.90 6106.70 6412.03 6732.64 Supervisor 2434.71 2556.44 2684.26 2818.48 2959.40 3107.37 63302.36 66467.48 69790.85 73280.39 76944.41 80791.63

30.4338 31.9555 33.5533 35.2310 36.9925 38.8421
Streets Maintenance Worker I MU 165e 3099.13 3254.08 3416.79 3587.63 3767.01 3955.36 1430.37 1501.88 1576.98 1655.83 1738.62 1825.55
37189.51 39048.99 41001.43 43051.51 45204.08 47464.29

17.8796 18.7736 19.7122 20.6978 21.7327 22.8194
Streets Maintenance Worker II MU 190c 3408.54 3578.96 3757.91 3945.81 4143.10 4350.25 1573.17 1651.83 1734.42 1821.14 1912.20 2007.81
40902.45 42947.58 45094.96 47349.70 49717.19 52203.05

19.6646 20.6479 21.6803 22.7643 23.9025 25.0976
Streets Maintenance Worker III MU 192a 3613.15 3793.81 3983.50 4182.67 4391.81 4611.40 1667.61 1750.99 1838.54 1930.46 2026.99 2128.34
43357.80 45525.69 47801.97 50192.07 52701.68 55336.76

20.8451 21.8874 22.9817 24.1308 25.3373 26.6042
7

SALARY SCHEDULE BY MONTHLY/BI-WEEKLY/ANNUAL/HOURLY RATES PER STEP SCHEDULE D-22 EFFECTIVE MARCH 17, 2022
Class Grade Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
Systems Technician MU 232 4305.80 4521.09 4747.14 4984.50 5233.73 5495.41 1987.29 2086.66 2190.99 2300.54 2415.57 2536.34
51669.60 54253.08 56965.73 59814.02 62804.72 65944.96

24.8412 26.0832 27.3874 28.7567 30.1946 31.7043
Water Division Supervisor MM 260e 5275.20 5538.96 5815.90 6106.70 6412.03 6732.64 2434.71 2556.44 2684.26 2818.48 2959.40 3107.37
63302.36 66467.48 69790.85 73280.39 76944.41 80791.63

30.4338 31.9555 33.5533 35.2310 36.9925 38.8421
Water Systems Operator I MU 180c 3253.83 3416.52 3587.35 3766.72 3955.05 4152.81 1501.77 1576.86 1655.70 1738.48 1825.41 1916.68
39045.98 40998.28 43048.19 45200.60 47460.63 49833.67

18.7721 19.7107 20.6962 21.7311 22.8176 23.9585
Water Systems Operator II MU 205c 3580.72 3759.76 3947.75 4145.13 4352.39 4570.01 1652.64 1735.27 1822.04 1913.14 2008.80 2109.24
42968.67 45117.11 47372.96 49741.61 52228.69 54840.13

20.6580 21.6909 22.7755 23.9142 25.1099 26.3654
Water Systems Operator III MU 220b 3795.31 3985.08 4184.33 4393.55 4613.23 4843.89 1751.68 1839.27 1931.23 2027.79 2129.18 2235.64
45543.76 47820.95 50211.99 52722.59 55358.72 58126.66

21.8960 22.9908 24.1404 25.3474 26.6148 27.9455
Water Systems Pump Operator MU 229 4465.75 4689.04 4923.49 5169.66 5428.15 5699.55 2061.12 2164.17 2272.38 2386.00 2505.30 2630.56
53589.00 56268.45 59081.87 62035.97 65137.76 68394.65

25.7639 27.0521 28.4047 29.8250 31.3162 32.8820
Seasonal/Temporary Employees: HOURLY RATE
Assistant Pool Manager SE 070 15.50 15.75 16.00
Community Facilities Aide SE 060 15.00 15.25 15.50
Community Facilities Attendant SE 100 15.00 15.25 15.50 Crossing Guard SE 056
Lifeguard SE 054 15.00 15.25 15.50
Lifeguard/Swim Instructor SE 059 15.00 15.25 15.50
Minutes Clerk TL 094 18.00 19.00 20.00
Pool Manager SE 090 16.25 16.50 16.75
Recreation Leader I SE 052 15.00 15.25 15.50
Recreation Leader II SE 058 15.50 15.75 16.00
Recreation Instructor I SE 096 15.00
Recreation Instructor II SE 098 17.00
Reserve Firefighter TL 051 15.00
Reserve Firefighter (OES Specl Assig) TL 099 Minimum hourly rate as defined by CAL OES, at www.caloes.ca.gov.

Seasonal Park/Recreation Aide SE 050 15.00 15.25 15.50
Senior Recreation Leader SE 064 16.00 16.25 16.50
CLASS Key: Note: Any temporary or seasonal employee appointed to a classification on EM - Executive Management this schedule is not guaranteed the hourly rate listed. The City Manager, DD - Department Director at his/her sole discretion, may appoint at a lower hourly rate so long as the MM - Mid Management houly rate is equal to the mandatory minimum wage rate.

CL - Confidential/Unrepresented
PU - Police Unit
MU - Miscellaneous Unit
CU - Clerical Unit
SE - Seasonal Employee Adopted by City Council Resolution No. 3300-22 TL - Temporary/Limited Service Dated March 14, 2022
Hourly rate set annually through agreement with AESD
8

CITY COUNCIL

AGENDA REPORT

MEETING DATE: March 14, 2022
TO: Mayor and City Council
FROM: Greg Thompson, Community Development Director
PREPARED BY: Christina Thurman, Executive Assistant
SUBJECT: Authorizing submittal of application to State of California Department of Housing and Community Development
2020/2021 HOME Investment Partnerships Program Grant,
approving grant rehabilitation program guidelines, and
approving Subrecipient Agreement with Self-Help Enterprises for administration and implementation of grant funds (Public Works/Community Development Director Thompson)

RECOMMENDED COUNCIL ACTION
Adoption of Resolution No. 3301-22 authorizing the submittal of an application in response to the 2020/2021 HOME Notice of Funding Availability for $2,000,000 to fund First-Time Homebuyer and Owner-Occupied Housing Rehabilitation Programs; adoption of Resolution No. 3302-22 approving the First-Time Homebuyer Acquisition with rehabilitation guidelines and the Owner-Occupied Housing Rehabilitation program guidelines as presented and approved by the State of California Department of Housing and Community Development; adoption of Resolution No. 3303-22 approving a Subrecipient Agreement with Self-Help Enterprises to administer and operate the housing rehabilitation program and First-Time homebuyer acquisition only/acquisition with rehabilitation program if awarded for the 2020-2021 HOME funds; and authorizes and directs the City Manager, or her designee, to execute all grant-related documents or contracts on behalf of the City.

I. BACKGROUND/ANALYSIS:

BACKGROUND:

On December 1, 2021, the State of California Department of Housing and Community Development released a Notice of Funding Availability announcing the availability of HOME Program funds of approximately $72 million from the 2020/2021 funding allocation with all competitive applications due on March 30, 2022.

Eligible activities predominantly benefit low- and moderate-income Californians and include:

CITY COUNCIL
Paul Creighton, Mayor
Danny Ambriz Tyler Button
John Cale Brian Raymond

Agenda Report - Page 2

1. Rental Projects (rental new construction and rental rehabilitation)

2. First-Time Home Buyer (FTHB) Projects (construction financing and homebuyer mortgage assistance only)
Program Activities:

1. First-Time Homebuyer (FTHB) Program
o Acquisition-only down payment assistance
o Acquisition with rehabilitation
o Infill new construction

2. Owner-Occupied Rehabilitation (OOR) Program

3. Tenant-Based Rental Assistance (TBRA) Program
Eligible Applications may apply for two activities as follows:

1. One rental project and one FTHB project, or

2. One rental project and any combination of eligible Program Activities, or

3. One FTHB project and any combination of eligible Program Activities, except for a FTHB program.

Applicants applying for Projects can apply for up to $7 million. The minimum application amount for any single program is $300,000 with a max of $2 million, dependent on the current expenditure rate of awards received in 2015, 2016 and 2018. 2019. Awards will not count toward the expenditure rate calculation. An applicant does not have to have 50% of existing awards expended to be eligible but will be limited to $700,000 as their max funding amount if they have not.

To meet readiness requirements and maximize points, the City must also have approved program guidelines for both the Homebuyer and Owner-Occupied Housing Rehabilitation Program. Guideline templates are provided by the HOME Program with opportunities for grantees to specify underwriting and loan terms as allowed per regulations. Guidelines are then reviewed and approved by the HOME Program prior to being adopted by the Grantees governing board.

Readiness also includes securing a contract for the administration of the programs should they be funded, which can be accomplished by putting out a Request for Proposals (RFP) or entering into a Subrecipient Agreement with a non-profit service provider. The RFP process is a lengthy process taking a minimum of 45 days to complete and due to the limited number of service providers, often only results in one proposal. A Subrecipient Agreement can be entered into directly with a non-profit service provider, without the time and expense involved to issue an RFP and review proposals.

Agenda Report - Page 3
ANALYSIS:

The City proposes to apply for HOME funds for the following projects:

Owner-Occupied Housing Rehabilitation $1,000,000
General Administration (up to 2.5% of activity funds awarded)

First-Time Homebuyer Acquisition with rehabilitation $1,000,000 General Administration (up to 2.5% of activity funds awarded) The proposed Owner-Occupied Rehabilitation program guidelines provides funding to homeowners with household incomes at or below 80% of the area median income (AMI) to fund home repairs for the correction of items which jeopardize the health and safety of the occupants. Units being assisted must be clear of all code violations and all major components of the unit must have a useful life of five years upon completion of work. All work must be performed by a licensed contract and meet building code standards. Units are eligible for reconstruction when the cost to repair the unit exceeds the cost to construct a new unit in its place. Reconstructed units must be replaced by a like unit, no additions of bedrooms or bathrooms are allowed unless justified due to overcrowding. Financing is provided up to the maximum allowed per bedroom as provided by HUD. Properties after-rehabilitation value may not exceed the maximum purchase price/value limit set by HUD annually. Financing is provided as deferred payment, zero interest loans, with a 30-year term, due and payable upon sale or transfer of title.

The proposed First-Time Homebuyer Acquisition with Rehabilitation guidelines provides secondary financing to first-time homebuyers with household incomes at or below 80% of area median income (AMI) for down payment, closing costs and gap financing, as well as home repairs, if needed. Funding is available up to 50% of the maximum purchase price or the maximum funding limit set by HUD, whichever is less. Loans are zero interest, deferred payment loans with a term of 45 years and become due and payable upon sale or transfer of title. The amount of funding provided is based on the household income, housing and debt ratios, maximum funding borrower qualifies for with a primary lender, and the purchase price of the unit. Homes purchased may not exceed the maximum purchase price limits provided by HUD annually.

A draft Subrecipient Agreement has been provided that complies with HOME Federal and State regulations covering all aspects of the relationship between the City and SelfHelp Enterprises, as well as the scope of work and a proposed budget. The Agreement may not exceed $3,000,000; therefore, allowing for the expenditure of HOME Program Income as it may become available.

II. FISCAL IMPACTS:

The cost for preparation of the HOME applications by Self-Help Enterprises is $3,000 and was previously budgeted for in General Fund, CDD, Professional Services expense account number 0001-4000-3030. All grant administration and implementation

Agenda Report - Page 4
will be covered by the grant award. Should the grant application be awarded, staff will return to City Council and request approval for a budget amendment to appropriate revenue and expenditure. This item has been reviewed by the Finance Department.

III. LEGAL REVIEW:

This item has been reviewed by the City Attorney's Office.

IV. EXISTING POLICY:

This item is consistent with goal numbers two (2), three (3) and six (6) of the City's 2020-2025 Strategic Plan: to ensure safety of staff and our community, promote transparency through communication, and to enhance quality of life, respectively.

V. ALTERNATIVES:

N/A
VI. INTERDEPARTMENTAL COORDINATION:

The Community Development Department and the City Manager’s Office are coordinating this application submittal and any other necessary grant documents needed.

VII. PUBLIC PARTICIPATION:

The public will have an opportunity to provide comments on this item up to and including during the City Council meeting when the item is read for consideration.

VIII. ENVIRONMENTAL REVIEW:

This item is not a “project” under the California Environmental Quality Act (CEQA) as this activity does not cause either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment, pursuant to Public Resources Code section 21065.

IX. STEPS FOLLOWING APPROVAL:

Upon City Council's approval, the Community Development Department will coordinate with the City Manager to prepare and submit the application.

Agenda Report - Page 5
Submitted by:

Greg Thompson, Public Works/Community Development Director Approved by:

Lori Waterman, City Manager
Attachments:

1. Resolution No. 3301-22 Authorizes Submittal of Grant Application to CA Department of Housing & Community Development for 2020-2021 Home Grant

2. Resolution No 3302-22 Approves Guidlines for Housing Rehabilitation Program and First-Time Homebuyer Acquisiton-Acquisition Only with Rehabilitation

3. ATW Rehabilitation Program Guidelines SHE Template, Approved 2-17-2022 by HOME

4. ATW Homebuyer Acquisition With or Without Rehabilitation Program Guidelines SHE Template, Approved 2-16-2022 by HOME

5. Resolution No. 3303-22 Approves Subrecipient Agreement with Self-Help Enterprises to Administer and Operate Programs if awarded HOME Funds

6. Subrecipient Agreement - Self-Help Enterprises

CITY COUNCIL
OF THE

CITY OF ATWATER
RESOLUTION NO. 3301-22

A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF ATWATER AUTHORIZING SUBMITTAL

OF GRANT APPLICATION TO THE STATE OF

CALIFORNIA DEPARTMENT OF HOUSING AND

COMMUNITY DEVELOPMENT FOR THE
2020/2021 HOME INVESTMENT PARTNERSHIPS

PROGRAM GRANT
WHEREAS, the California Department of Housing and Community Development (the “Department”) is authorized to allocate HOME Investment Partnerships Program (“HOME”) funds made available from the U.S. Department of Housing and Urban Development (“HUD”). HOME funds are used for the purposes set forth in Title II of the Cranston-Gonzalez National Affordable Housing Act of 1990, in federal implementing regulations set forth in Title 24 of the Code of Federal Regulations, part 92, and in Title 25 of the California Code of Regulations commencing with section 8200; and WHEREAS, on December 1, 2021, the Department issued a Notice of Funding Availability (the “NOFA”) announcing the availability of funds under the HOME program; and
WHEREAS, in response to the December 2021 HOME NOFA, the City of Atwater, a municipal corporation (the “Applicant”), wishes to apply to the Department for, and received an allocation of, HOME funds.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Atwater does hereby resolve, determine, and order as follows:

1. Effective immediately hereafter the adoption of this resolution, this resolution shall supersede Resolution No. 3298-22, adopted by the City Council on February 28, 2022.

Resolution No. 3301-22 Page 2

2. In response to the December 2021 HOME NOFA, the Applicant shall submit an application to the Department to participate in the HOME program and for an allocation of funds not to exceed Two Million Dollars ($2,000,000) for the following activities and/or programs:
a. Mortgage Assistance Program
b. Home Rehabilitation Program

3. If the application for funding is approved, then the Applicant hereby agrees to use the HOME funds for eligible activities in the manner presented in its application as approved by the Department in accordance with the statutes and regulations cited above. The Applicant may also execute a Standard Agreement, any amendments thereto, and any and all other documents or instruments necessary or required by the Department or HUD for participation in the HOME program (collectively, the required documents).

4. The Applicant authorizes the City Manager or their designee(s) to execute, in the name of the Applicant, the required documents.

The foregoing resolution is hereby adopted this 14th day of March 2022.

AYES:

NOES:

ABSENT:

APPROVED:

________________________________

PAUL CREIGHTON, MAYOR
ATTEST:
_______________________________

LUCY ARMSTRONG, CITY CLERK

CITY COUNCIL
OF THE

CITY OF ATWATER

RESOLUTION NO. 3302-22

A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF ATWATER APPROVING THE FIRSTTIME HOMEBUYER ACQUISITION WITH

REHABILITATION GUUIDELINES AND THE

OWNER-OCCUPIED HOUSING REHABILITATION

PROGRAM GUIDELINES AS PRESENTED AND

APPROVED BY THE STATE OF CALIFORNIA

DEPARTMENT OF HOUSING AND COMMUNITY
DEVELOPMENT.

WHEREAS, the City of ATWATER, a municipal corporation, desires to establish Program Guidelines which govern the administration of its Owner-Occupied Rehabilitation and First-Time Homebuyer Mortgage Assistance activities.; and WHEREAS, the City desires to approve the Guidelines for the Housing Rehabilitation Program and Homebuyer Acquisition Only/Acquisition with Rehabilitation Program to comply with HCD requirements; and
NOW THEREFORE BE IT RESOLVED THAT, the City of Atwater does hereby approve the Program Guidelines for the Owner-Occupied Rehabilitation and First-Time Homebuyer Mortgage Assistance activities within the City limits of Atwater.

The foregoing resolution is hereby adopted this 14th day of March 2022.

AYES:

NOES:

ABSENT:

APPROVED:
________________________________

PAUL CREIGHTON, MAYOR
ATTEST:
______________________________

LUCY ARMSTRONG, CITY CLERK

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
1 NAME OF STATE

RECIPIENTCITY OF ATWATER

SINGLE-FAMILY HOUSING

REHABILITATION

ASSISTANCE PROGRAMS
(HOME, CDBG, CalHome)

PROGRAM DESIGN AND PROCESS

HCD Version 2/2022
CalHome Approved (date)
CDBG Approved (date)
HOME Approved (date)

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
2 NAME OF STATE RECIPIENTCITY OF ATWATER

HOUSING REHABILITATION

PROGRAM GUIDELINES

TABLE OF CONTENTS

1.0. GENERAL

1.1. PROGRAM OUTREACH AND MARKETING

1.2. APPLICATION PROCESS AND SELECTION

1.3. LOAN PROCESS

1.4. CONFLICT OF INTEREST REQUIREMENTS

2.0. APPLICANT QUALIFICATIONS

2.1. INCOME LIMITS

2.2. INCOME QUALIFICATION CRITERIA

2.3. HOMEOWNER ELIGIBILITY & RESIDENCY REQUIREMENTS

3.0. PROPERTY ELIGIBLITY

3.1. CONDITIONS

3.2. ANTI-DISPLACEMENT POLICY AND RELOCATION ASSISTANCE

3.3. NOTIFICATIONS AND DISCLOSURES

4.0. THE PROGRAM LOAN

4.1. MAXIMUM AMOUNT OF PROGRAM ASSISTANCE

4.2. AFFORDABILITY PARAMETERS FOR HOMEOWNERS

4.3. RATES AND TERMS

4.4. GRANTS

4.5. APPRAISAL

4.6. INSURANCE

5.0. PROGRAM LOAN SERVICING AND MAINTENANCE

5.1. PAYMENTS ARE VOLUNTARY

5.2. RECEIVING LOAN REPAYMENTS

5.3. LOAN SERVICING POLICIES AND PROCEDURES

5.4. LOAN MONITORING PROCEDURES

5.5. DEFAULT AND FORECLOSURE

5.6. SUBORDINATIONS

6.0. CONSTRUCTION

6.1. STANDARDS

6.2. ELIGIBLE CONSTRUCTION COSTS

6.3. ELIGIBLE PROJECT COSTS

6.4. REPAIR CALLBACKS

7.0. EXCEPTIONS AND SPECIAL CIRCUMSTANCES

7.1. AMENDMENTS

7.2. EXCEPTIONS

8.0. DISPUTE RESOLUTION AND APPEALS PROCEDURES

8.1. PROGRAM COMPLAINT AND APPEAL PROCEDURE

8.2. GRIEVANCES BETWEEN PARTICIPANTS AND CONSTRUCTION

CONTRACTOR

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
3 NAME OF STATE RECIPIENTCITY OF ATWATER

HOUSING REHABILITATION

PROGRAM GUIDELINES

ATTACHMENTS TABLE OF CONTENTS
ATTACHMENT A: 24 CFR PART 5 ANNUAL INCOME INCLUSIONS AND EXCLUSIONS – FOR CDBG & HOME
ATTACHMENT A-1: TITLE 25 SECTION 6914 GROSS INCOME INCLUSIONS – FOR

CALHOME
ATTACHMENT B: ANNUAL INCOME NET FAMILY ASSET INCLUSIONS AND EXCLUSIONS – FOR CDBG & HOME
ATTACHMENT B-1:TITLE 25 SECTION 6914 GROSS INCOME EXCLUSIONS – FOR

CALHOME
ATTACHMENT C: HOME PROGRAM HOMEOWNERSHIP VALUE LIMITS; HOME PER-UNIT SUBSIDY LIMITS; CURRENT INCOME LIMITS;

BEDROOM & BATHROOM ADDITION STANDARDS
ATTACHMENT D: MARKETING PLAN
ATTACHMENT E: RESIDENTIAL ANTIDISPLACEMENT AND RELOCATION

ASSISTANCE PLAN
ATTACHMENT F: LOAN SERVICING POLICIES AND PROCEDURES
ATTACHMENT G: FORECLOSURE POLICY
ATTACHMENT H: CERTIFICATION OF OCCUPANCY
ATTACHMENT I: LEAD-BASED PAINT NOTICE OF PRESUMPTION AND HAZARD

REDUCTION FORM

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
4 NAME OF STATE RECIPIENTCITY OF ATWATER

HOUSING REHABILITATION

PROGRAM GUIDELINES
Adopted date

1.0. GENERAL
The above-named entity, hereinafter referred to as the “Sponsor”, has entered into a contractual relationship with the California Department of Housing and Community Development (“HCD”) to administer one or more HCD-funded housing rehabilitation programs. The rehabilitation program described herein and hereinafter referred to as the “Program” is designed to provide assistance to eligible homeowners for correction of health and safety items, as well as code violations, located within the Program’s eligible area, as described in Section 3.0. The Program provides this assistance in the form of deferred payment loans used to finance the cost of necessary repairs that will provide the homeowner with a healthy, safe, sanitary and code compliant home, referred to herein as “housing unit”. The Program will be administered by name of subrecipient or admin subSelf-Help Enterprises, hereinafter referred to as the “Program Operator”.

1.1. PROGRAM OUTREACH AND MARKETING
All outreach efforts will be done in accordance with state and federal fair lending regulations to assure nondiscriminatory treatment, outreach and access to the Program. No person shall, on the grounds of age, ancestry, color, creed, physical or mental disability or handicap, marital or familial status, medical condition, national origin, race, religion, gender or sexual orientation, be excluded, denied benefits or subjected to discrimination under the Program. The Sponsor will ensure that all persons, including those qualified individuals with handicaps have access to the Program.

A. The Fair Housing Lender and Accessibility logos will be placed on all outreach materials. Fair housing marketing actions will be based upon a characteristic analysis comparison (census data may be used) of the Program’s eligible area compared to the ethnicity of the population served by the Program (includes, separately, all applications given out and those receiving assistance) and an explanation of any underserved segments of the population. This information is used to show that protected classes (age, gender, ethnicity, race, and disability) are not being excluded from the Program.

A Fair Housing Marketing Plan can be found as Attachment D. Flyers or other outreach materials, in English and any other language that is the primary language of a significant portion of the area residents, will be widely distributed in the Programeligible area and will be provided to any local social service agencies. The Program may sponsor homeownership education classes to help educate homeowners about credit, budgeting, predatory lending, foreclosure prevention and home maintenance, as well as future responsibilities.

B. Section 504 of the Rehabilitation Act of 1973 prohibits the exclusion of an otherwise qualified individual, solely by reason of disability, from participation under any program receiving Federal funds. The Program Sponsor will take appropriate steps to

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
5 ensure effective communication with disabled housing applicants, residents and members of the public.

1.2. APPLICATION PROCESS AND SELECTION
A. Waiting List/Homeowner Contact
The Sponsor will utilize a waiting list. In response to a homeowner’s request, the homeowner is placed on the waiting list. Homeowners are offered the opportunity to qualify for assistance by waiting list priority (a first-come, first served basis).

The Program Operator will contact homeowners by mail and/or by telephone to advise of funding availability. The homeowner has 30 days to complete and return the loan application and supporting documentation. Should a homeowner fail to respond to the initial contact for assistance or to provide any of the required documentation within the 30-day period, the homeowner’s name will be removed from the waiting list. If the homeowner desires assistance at a later time, he/she will be placed on the waiting list at that time.

Should the waiting list be exhausted, the Program will be marketed in accordance with the Sponsor’s Marketing Plan. See Attachment D.

B. Application/Interview
An application packet is provided to the homeowner for completion and submittal to the Program Operator, along with supporting documentation. An interview is scheduled with the applicant. The Program is fully explained; application forms and documentation are reviewed. Verifications are obtained for income, assets, employment, benefits, and mortgage. Title report and appraisals are also obtained.

If the Program Operator encounters material discrepancies and/or misrepresentations, and/or there are income, asset, household composition, or other important questions that can't be resolved, the Sponsor reserves the right to deny assistance to the household. In this case, the applicant may re-apply after six months have elapsed from the time of written assistance denial.

C. Household Selection
Households selected for participation in the Sponsor’s Housing Rehabilitation Program are those determined eligible upon completion of processes described in A. and B. above.

D. Initial Inspection/Work Write-Up/Estimate
Prospective units are inspected by the Program Operator, a certified housing inspector, or a Sponsor representative to determine eligibility and acceptability of properties for participation in the Program.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
6 If the home is a pre-1978 unit, the initial inspection will also include paint testing by a certified Lead-Based Paint (LBP) inspector/assessor or presumption of LBP.

Code deficiencies will be corrected and if presumption is used or lead hazards are found they will be properly treated according to HUD regulations (Section 6.1.E & F) and cleared by a certified LBP inspector/assessor. Note: CalHome-funded projects do not require LBP compliance. CDBG projects shall refer to Chapter 20, Lead-Based Paint Requirements for guidance in the CDBG Grant Management Manual.

Measurements and observations are noted about the property, including special conditions with potential cost consequences (dilapidated outbuildings, absence of curb and gutter when required by code, etc.). A floor plan and site plan, as needed, are drawn for the home and property, including all appurtenances.

Findings are noted on an inspection form, and later used by the Program Operator to prepare the work write-up. Estimated costs are determined by the Program Operator who has years of experience in the building industry, and in reviewing contractor bids and verifying cost with materials suppliers. The homeowner reviews the completed work write-up and cost estimate, and the approved write-up is incorporated into bid documents.

E. Bid Solicitation
A bid walk-through date and time are scheduled. The homeowner may choose to solicit his/her own bids or request that the Program Operator solicit bids on his/her behalf. Invitations to bid are mailed to all eligible contractors selected by the homeowner from the Active Contractor List provided by the Program Operator in efforts to obtain three reasonable bids. Homeowners are required to select a minimum of six contractors from the Active Contractor List and may add to the list as long as the contractor meets the requirements outlined in the Housing Rehabilitation/Reconstruction Program Contractor Guidelines and Information Sheet (see Attachment K). Contractors will be notified via telephone and/or in writing (email, fax, etc.) at least one week prior to each bid tour. Bid results will be provided to participating contractors.

Contractors must be licensed and bonded by the State of California Contractors Licensing Board. Contractors must also provide Program Operator with evidence of Workers’ Compensation Insurance and Comprehensive General Liability and Property Damage Insurance with Combined Single Limits of at least $1,000,000.

Recruitment for eligible contractors is done on an ongoing basis, via local advertising, website notification, and program marketing. It is the goal of the Program Operator to maintain an Active Contractor List of eligible, interested contractors located in the Sponsor’s County. Applications are available for those seeking to participate by calling the Program Operator or visiting the Program Operator’s website. The Program Operator will send notices to contractors on the Active Contractor List annually, which will request each contractor contact the Program Operator to confirm his or her interest in remaining on the Active

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
7 Contractor List. Contractors who do not respond will be moved to the Inactive Contractor List.

Cost reasonableness is determined by comparing the bids received with the cost estimate prepared by the Program Operator. Bids should be within 10% of the Program Operator’s cost estimate, otherwise an explanation must be provided to the file for any bid selected exceeding 10% of the estimate. The homeowner is encouraged to accept the lowest reasonable bid.

The Program Operator determines eligibility of the contractor by contacting the State Contractors License Board and checking the Federal List of Debarred Contractors. The contractor is also required to provide a self-certification stating that he/she is not on the Federal debarred list. Once determined eligible, the contractor is then notified of provisional award of bid (pending loan approval).

Notices of non-award are mailed to participating contractors.

F. Loan Request/Approval
A report and loan request are prepared on behalf of the homeowner by the Program Operator. The loan request includes the cost of construction, a contingency fund, and other project costs (listed in Section 6.3.). Note: For HOME and CDBG, the project costs listed in Section 6.3 are considered activity delivery costs to be paid by the Sponsor and may not be charged to the homeowner’s loan. A Loan Review Committee meeting is scheduled to hear the loan request. Section 1.3 provides additional information on the loan approval process. Once approved, loan documents are executed and the loan is funded.

G. Pre-Construction Conference
A pre-construction conference is scheduled with homeowner, contractor, and Program Operator. The Program Operator reviews the Owner-Contractor Construction Contract, including the work write-up, start date, pay schedule, and date of completion, with the homeowner and contractor. The construction contract and Notice to Proceed are executed.

H. Start-Up/Field Inspections
The Program Operator monitors date of start-up and performs field inspections on a regular basis. The Program Operator will visit the job site regularly in order to check the scope of work, inspect materials, and to confirm the job is on schedule and within budget. The Program Operator works with the Sponsor’s Building Inspector to ensure the work meets building codes, while not exceeding funding limits.

The Program Operator reviews the work status with the homeowner and with the contractor in order to remedy any developing problems quickly and to ensure that both are satisfied with the construction process. At the completion of each phase,

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
8 the Program Operator inspects the work and the homeowner authorizes contractor payments.

The Program Operator will refer back to original plans and specifications to verify the work was completed as contracted.

I. Change Orders
Written change orders are required when the homeowner requests any changes in the write-up, such as eliminating an item completely, eliminating one item and substituting another, or adding items. The change order will state the change and dollar value for the change. The change order must be signed by both the contractor and the homeowner, and submitted to the Program Operator for approval. If the change order exceeds the approved financing, the homeowner will be asked to provide additional funds or a report and request for additional funds may be presented to the Sponsor’s Loan Review Committee for approval prior to Program Operator signing-off on the change order.

J. Progress Payments
Ninety percent (90%) of the contract amount is distributed to the contractor in the form of progress payments during construction. The final ten-percent (10%) of the contract amount is set aside as a retention payment. The contractor requests a progress payment from the homeowner and notifies the Program Operator that he/she has done so. Upon favorable inspection by the homeowner, Program Operator, and Sponsor or Sponsor’s Building Inspector, the payment authorization is signed by the homeowner and submitted for payment.

K. Final Inspections/Notice of Completion/Final Payment When the project is completed, the Program Operator inspects the work item by item with the homeowner, the contractor, and/or the Sponsor. The Sponsor’s Building Inspector performs a final inspection. Any corrections or deficiencies are noted and corrected by the contractor. Upon favorable final inspections, a Notice of Completion is prepared, signed by the homeowner, and then recorded. The final ten-percent (10%) retention payment is released 35 days after the recording of the Notice of Completion.

1.3. LOAN PROCESS
The Sponsor’s Loan Review Committee must approve all loans and grants. The Loan Review Committee may approve assistance with CDBG financing exceeding 100 percent of after-rehabilitation value as needed in cases where no other financial resources are available to cover the cost of the repairs and where clear and convincing documentation exists, justifying why the exception is needed.

However, if the project is CalHome-funded, the total financing cannot be more than 105 percent of the after- rehabilitation value. For HOME-funded loans, the total financing

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
9 cannot be more than 100 percent of the after-rehabilitation value, unless per HOME Management Memorandum 13-01 at http://www.hcd.ca.gov/grants-funding/activefunding/home.shtml#memos the entire HOME assistance amount is granted rather than loaned, due to a lack of any equity after rehabilitation, based on existing loans on the property and an after-rehabilitation value appraisal. In addition, the amount of HOME assistance, including Sponsor’s claimed Activity Delivery Costs, cannot exceed the Sponsor’s County HOME Per-Unit Subsidy Limits at http://www.hcd.ca.gov/grantsfunding/income-limits/state-and-federal-income-limits.shtml, and the after-rehabilitation value cannot exceed the HOME Homeownership Value Limits. See Attachment C for current limits.

In order to obtain financing, applicants must meet all property and eligibility guidelines in effect at the time the application is considered. Homeowners will be provided written notification of approval or denial. Any reason for denial will be provided to the applicant in writing.

1.4. CONFLICT OF INTEREST REQUIREMENTS
When the Sponsor’s program contains Federal funds, the applicable Conflict of Interest requirements of 24 CFR Section 570.611 shall be followed for CDBG assistance. Section

92.356 of the HOME Final Rule shall be followed for HOME assistance. For CalHomefunded Programs, the applicable Conflict of Interest requirements of Public Contract Code sections 10410, 10411, and 10430 (e) shall be followed.

For HOME assistance, Section 92.356 of the HOME Final Rule shall be followed, as follows:
(a) Conflicts prohibited. No persons described in paragraph (b) of this section who exercises or has exercised any functions or responsibilities with respect to activities assisted with HOME funds or who are in a position to participate in a decision making process or gain inside information with regard to these activities, may obtain a financial interest or benefit from a HOME-assisted activity, or have a financial interest in any contract, subcontract or agreement with respect to the HOME-assisted activity, or the proceeds from such activity, either for themselves or those with whom they have business or immediate family ties, during their tenure or for one year thereafter. Immediate family ties include (whether by blood, marriage or adoption) the spouse, parent (including stepparent), child (including stepchild), brother, sister (including a stepbrother or stepsister), grandparent, grandchild and in-laws of a covered person. (b) Persons covered. The conflict of interest provisions of paragraph (a) of this section apply to any person who is an employee, agent, consultant, officer, or elected official or appointed official of the participating jurisdiction, State recipient, or subrecipient which are receiving HOME funds.
(c) Exceptions: Threshold requirements. Upon the written request of the participating jurisdiction to HCD, HUD may grant an exception to the provisions of paragraph (a) of this section on a case-by-case basis when it determines that the exception will serve to further the purposes of the HOME Investment Partnerships Program and the effective and

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
10 efficient administration of the participating jurisdiction's program or project. See 24 CFR

92.356(d)(1-6) for details on the documentation needed in order to submit an exception request to HUD.

A contractor with a vested interest in the property cannot bid on a rehabilitation job. Such a contractor may act as owner/builder, subject to standard construction procedures.

Owner/builders are reimbursed for materials purchased which are verified by invoice/receipt and used on the job. Reimbursement occurs after the installation is verified by the Program Operator to be part of the scope of work. Owner/builders are not reimbursed for labor.

2.0. APPLICANT QUALIFICATIONS

2.1. INCOME LIMITS
All homeowners must certify that they meet the household income eligibility requirements for the applicable HCD program(s) and have their household income documented. The income limits in place at the time of loan approval will apply when determining applicant income eligibility. All applicants must have incomes at or below 80% of the County’s area median income (AMI), adjusted for household size, as published by HCD each year. See Attachment C.

The link to the official HCD-maintained income limits for HOME- and CDBG-funded activities is: http://www.hcd.ca.gov/grants-funding/income-limits/state-and-federalincome-limits.shtml (for HOME and CDBG, choose “State CDBG, HOME and NHTF – Income, Value and Rent Limits”; for CalHome-funded activities choose “Official State Income Limits”).

Household: means one or more persons who will occupy a housing unit. Unborn children count in family size determination. For CalHome, unborn children are not counted.

Annual Income: Generally, the gross amount of income of all adult household members that is anticipated to be received during the coming 12-month period.

2.1.1 OWNER-OCCUPIED REQUIREMENTS
Owner-Occupant - to be eligible, household income must be equal to or less than the applicable HCD income limits. Owner will be required to provide income documentation.

Refer to Income Inclusions and Exclusions for further guidance to the types of incomes to be included or excluded when calculating gross annual income. See Attachment A for HOME and CDBG. See Attachment A-1 for CalHome. Refer to Asset Inclusions and Exclusions for further guidance to the types of assets to be included or excluded when calculating gross annual income. See Attachment B.

Owner-occupants housing and/or debt ratios are not considered, nor is a credit report required, as the funding provided creates no additional monthly financial obligation. If an owner-occupant has a mortgage, it is verified that all payments are current and that no late payments have been received in the past twelve months.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
11 2.2. INCOME QUALIFICATION CRITERIA
Projected annual gross income of the applicant household will be used to determine whether they are above or below the published HCD income limits. Income qualification criteria for HOME and CDBG, as shown in the most recent HCD program-specific guidance at http://www.hcd.ca.gov/grants-funding/income-limits/income-calculation-anddetermination-guide.shtml, will be followed to independently determine and certify the household’s annual gross income. Income will be verified by reviewing and documenting tax returns, copies of wage receipts, subsidy checks, bank statements and third-party verification of employment forms sent to employers. All documentation shall be dated within six months prior to loan closing and kept in the applicant file and held in strict confidence.

A. HOUSEHOLD INCOME DEFINITION:

Household income is the annual gross income of all adult household members that is projected to be received during the coming 12-month period, and will be used to determine program eligibility. Refer to Income Inclusions and Exclusions for further guidance to the types of incomes to be included or excluded when calculating gross annual income. For those types of income counted, gross amounts (before any deductions have been taken) are used. Two types of income that are not considered would be income of minors and of live-in aides. Certain other household members living apart from the household also require special consideration. The household’s projected ability to pay must be used, rather than past earnings, when calculating income.

Housing and/or debt ratios are not considered as the funding provided creates no additional monthly financial obligation. If a homeowner has a mortgage, creditworthiness is verified by ensuring that all payments are current and that no late payments have been received in the past twelve months.

See Attachment A: HOME and CDBG 24 CFR Part 5 Annual Income Inclusions and Exclusions and Attachment A-1: CalHome Title 25 Section 6914 Annual Income inclusions and Exclusions (State)
B. ASSETS:

There is no asset limitation for participation in the Program. Income from assets is, however, recognized as part of annual income under the Part 5 definition. An asset is a cash or non-cash item that can be converted to cash. The value of necessary items such as furniture and automobiles are not included. (Note: it is the income earned – e.g. interest on a savings account – not the asset value, which is counted in annual income.)
An asset’s cash value is the market value less reasonable expenses required to convert the asset to cash, including: Penalties or fees for converting financial

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
12 holdings and costs for selling real property. The cash value (rather than the market value) of an item is counted as an asset.

See Attachment B: Part 5 Annual Income Net Family Asset Inclusions and Exclusions

2.3. HOMEOWNER ELIGIBILITY AND RESIDENCY REQUIREMENTS
The Sponsor’s Housing Rehabilitation Program allows for owner-occupied properties to participate in the Program. Owner-occupied units must be the owner’s principal place of residence. A photocopy of a recent utility bill will verify proof of occupancy. No unit to be rehabilitated will receive financial assistance if it is currently occupied by an overincome household or does not meet the eligibility standards outlined in these guidelines.

2.3.1 OWNER-OCCUPIED
A. Continued residency is monitored annually per Attachment F for the term of the loan. Occupancy will be verified by the submission of the following:

1. Proof of occupancy in the form of a copy of a current utility bill; and

2. Statement of unit's continued use as primary residence of the owner.

B. In the event that an homeowner sells, transfers title, or discontinues residence in the rehabilitated property for any reason, the loan becomes due and payable, unless the following conditions are met:

The homeowner who received the loan dies and the heir to the property meets income requirements and intends to occupy the home as his/her principal residence.

Upon approval of the Sponsor, the heir may be permitted to assume the loan at the rate and terms the heir qualifies for under current participation guidelines. If the heir does not meet applicable eligibility requirements, the loan is due and payable.

Note: Loans provided by CalHome are not assumable.

C. If a homeowner converts the property to a rental unit, or any commercial or nonresidential use, the loan is due and payable, unless the loan was funded with CDBG and tenant and homeowner meet eligibility requirements as described in Section

2.3.2. below.

If the loan is funded with a CalHome Loan it is not transferable except under the following limited circumstances:
(a) The transfer of the Property to the surviving joint tenant by devise, descent or operation of the law, on the death of a joint tenant;
(b) A transfer of the Property where the spouse becomes an owner of the property;

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13 (c) A transfer of the Property resulting from a decree of dissolution of marriage, legal separation or from an incidental property settlement agreement by which the spouse becomes an owner of the Property; or
(d) A transfer to an inter vivos trust in which the Borrower is and remains the beneficiary and occupant of the property.

3.0. PROPERTY ELIGIBILITY

3.1. CONDITIONS
A. No unit will be eligible if a household’s income exceeds the prescribed income limits listed in Attachment C.

B. Units to be rehabilitated must be located within the CHOOSE ONE BY DELETING THE OTHER  incorporated/unincorporated areas of the Sponsor’s jurisdiction.

C. Property must contain a legal residential structure intended for continued residential occupancy.

D. All repair work will meet Local Building Code standards. At a minimum, health and safety hazards must be eliminated. For CDBG the priority will be the elimination of health and safety hazards. Sponsor may also require elimination of code deficiencies. When HOME funds are used for housing rehabilitation, the property must meet all applicable current codes, rehabilitation standards, ordinances, and zoning ordinances at the time of project completion. However, if certain components of the house are sound and were built to code prescribed at the time of installation, no repair or alteration will be made to those components.

Section 8 Housing Quality Standards may be required on rentals by Sponsor when CDBG funds are used.

3.2. ANTI-DISPLACEMENT POLICY AND RELOCATION ASSISTANCE Tenants will be informed of their eligibility for temporary relocation benefits if occupancy during rehabilitation constitutes a danger to health and safety of occupants or public danger or is otherwise undesirable because of the nature of the project. Relocated persons will receive increased housing costs, payment for moving and related expenses and appropriate advisory services, as detailed in the Sponsor's "Residential Anti-displacement and Relocation Assistance Plan" (Attachment E).

Owner-occupants are not eligible for temporary relocation benefits, unless health and safety threats are determined to exist by the Program Operator. In cases where relocation is determined to be necessary by the Sponsor/Program Operator, assistance may be provided for actual costs incurred from the applicant’s loan proceeds or as a grant (see Section 4.4. for allowable grants). HOME-funded projects will provide relocation

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14 assistance in the form of a grant, which shall be included in the maximum assistance amount.

Note: Relocation benefits are not a requirement under CalHome, but are acceptable and may be covered by loan proceeds.

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15 3.3. NOTIFICATION AND DISCLOSURES - Not required by CalHome A. Occupants of units constructed prior to 1978 will receive proper notification of Lead-Based Paint (LBP) hazards as follows:

The Lead Hazard Information Pamphlet published by the EPA/HUD/Consumer Product Safety Commission will be given to all owners regardless of the cost of rehabilitation or paint test findings. If lead-based paint is found through testing or if presumed, a Notice of Lead Hazard Evaluation or Presumption will also be supplied.

When Lead hazards are present, a Notice of Lead Hazard Reduction Activity and a Lead Hazard Evaluation Report will also be provided (Attachment I).

B. Tenants located in properties that will receive housing rehabilitation will be provided a notice outlining their relocation rights and benefits (Attachment E).

4.0. THE PROGRAM LOAN

4.1. MAXIMUM AMOUNT OF PROGRAM ASSISTANCE
An eligible homeowner may qualify for the full cost of rehabilitation/reconstruction work needed to comply with State and local codes and ordinances. Maximum assistance shall not exceed the Sponsor’s County HOME Per-Unit Subsidy Limits at http://www.hcd.ca.gov/grants-funding/income-limits/state-and-federal-incomelimits.shtml.

See Attachment C for current limits.

For CDBG-funded programs, the maximum assistance for
rehabilitation/reconstruction will not exceed $320,000.

Maximum assistance per unit is established by the most current CalHome NOFA.

Current CalHome limits are $100,000 for housing rehabilitation, and $150,000 for reconstruction projects.

4.2. AFFORDABILITY PARAMETERS FOR HOMEOWNERS
A. Total indebtedness against property shall not exceed 100 percent of after-rehabilitation value as determined by “Estimates of value” or an appraisal, for CDBG or HOME projects. The exception for HOME loans is per HOME Management Memorandum 13-01 at http://www.hcd.ca.gov/grants-funding/active-funding/home.shtml#memos wherein the entire HOME assistance amount is granted rather than loaned, due to a lack of any after-rehabilitation equity based on existing loans on the property. An estimate of after-rehab value will be made prior to making a commitment of funds using the method outlined in Section 4.5. Note: This does not apply to CalHome projects.

B. HOME-funded units’ after-rehabilitation values shall not exceed the HOME Program’s Homeownership Value Limits for Sponsor’s County as updated by HUD and published on the HCD Website at http://www.hcd.ca.gov/grants-funding/income-limits/statePage 95 of 824 Name of State RecipientCity of Atwater
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16 and-federal-income-limits.shtml. See Attachment C for current limits, which may reflect temporary waivers not published on the HCD Website.

For CalHome-funded Programs, the maximum after-rehab value of a home shall be set at 100% of the current median sales price of a single family home located in the county the CalHome Program is serving, which is established by comparable sales or information provided by the California Real Estate Association. https://www.car.org/en/marketdata/data/countysalesactivity C. Total indebtedness against property shall not exceed 105 percent of the afterrehabilitation value as determined by an appraisal for CalHome projects. An estimate of After-Rehab Value will be made prior to making a commitment of funds using the method outlined in Section 4.5. Note: This does not apply to HOME or CDBG projects.

D. Costs may be supplemented with personal financing, or with other loan or grant programs, which are sources of leverage for the Sponsor.

E. Any bid within 10% of the Program Operator’s estimate may be selected, otherwise an explanation must be provided to the file for a bid selected exceeding 10% of the estimate.

4.3. RATES AND TERMS

4.3.1. OWNER-OCCUPANTS
A. Homeowners are eligible for Deferred Payment Loans (DPL), at zero interest, evidenced by a Promissory Note and secured by a Deed of Trust, with no payback required for 30 years unless the borrower sells or transfers title or discontinues residence in the dwelling.

Payments may be made voluntarily on a DPL. Note: If it is determined by the Sponsor that repayment of a CalHome or CDBG Program loan at the maturity date causes a hardship to the homeowner, the Sponsor may opt the following:

1. Amend the note and deed of trust to defer repayment of the amount due at maturity, that is balance of the original principal plus the accrued interest, for up to an additional 30 years (at 0% additional interest). This may be offered one time;

2. Convert the debt at loan maturity; that is the balance of the original principal plus any accrued interest, to an amortized loan, repayable in 15 years at 0% additional interest.

B. If the homeowner dies, and if the heir(s) to the property live(s) in the house and is/are income eligible, the heir(s) may be permitted, upon approval of the Sponsor, to assume the loan at the rate and terms the heir(s) qualifies for under current participation guidelines.

Note: CalHome loans are not assumable.

C. If the homeowner dies and the heir(s) is/are not income eligible, the loan becomes all due and payable.

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17 D. If a homeowner converts the rehabilitated property to any residential-rental, commercial or non-residential use, the loan becomes all due and payable, unless they meet requirements outlined in Section 2.3.2.

E. As specified in the Rehabilitation Loan Agreement, all applicants who participate in the Program must maintain the property at post-rehabilitation conditions for the term of the loan. Should the property not be maintained accordingly, the loan shall be considered in default and becomes all due and payable, and if necessary, foreclosure proceedings will be initiated. A method of inspection will be established by the Sponsor.

F. For CalHome, loans are not assumable. The following transfers of interest shall not require the repayment of the CalHome Program loan:
1) transfer to a surviving joint tenant by devise, descent, or operation of law on the death of a joint tenant;
2) a transfer in which the transferee is a person who occupies or will occupy the property, which is:
(i) a transfer where the spouse becomes an owner of the property; (ii) a transfer resulting from a decree of dissolution of marriage, legal separation agreement, or from an incidental property settlement agreement by which the spouse becomes an owner of the property; or (iii) a transfer into an inter vivos trust in which the Borrower is and remains the beneficiary and occupant of the property.

4.4. GRANTS
A. CDBG-funded programs may provide grants as follows:

1. A grant of up to $50,000 is available for any one of the following qualifying factors:
a) Senior Citizen - at least 62 years old; or
b) Handicapped – for only handicap modifications to a house with one or more physically handicapped occupants who would function more independently if such modifications were installed; or
c) Lowest Targeted Income Group – with gross annual income less than 50 percent of County median income; or
d) Equity maintenance – if financing rehabilitation entirely with a loan would cause indebtedness to exceed 100% of after-rehabilitation value; or
e) Curb, gutter and sidewalk – when curb, gutter and/or sidewalk are required by City code; or

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18 f) Building permit, school fees, appraisals, property report/title insurance, building permits, termite report, land survey, grading plans, recording fees and/or flood insurance; or
g) Emergencies – failure of a major household component that would require the participant to live without basic plumbing, electrical, heating, cooling, or security. (These funds are not for use during a normal rehabilitation, they are for true emergency situations, such as a failed sewer line or water heater, blown electrical panel, etc.)

2. Grants of up to $10,000 are available for Fire Sprinkler installation and associated costs – for reconstruction projects, as required by CCR, Title 24, Part

2.5 of the 2010 California Residential Code.

3. Grants are available for the repair, replacement, or abandonment of domestic water wells and/or associated costs (such as water pump lowering) based on invoices from contracted well drillers and/or water pump installers. The Program Operator must approve a total cost estimate from a contracted well driller and/or water pump installer prior to financing approval to ensure cost reasonableness.

4. Grants of up to $7,500 are available for Asbestos containment and/or removal.

B. HOME and CDBG provide grants for all actual costs of lead-based paint evaluation and reduction activities.

C. HOME and CDBG provide grants for relocation assistance. See Relocation Assistance Plan, Attachment E.

1. Owner-Occupant – Limit of $35,000.

2. Residential Tenant – Assistance will be provided at the level necessary to comply with the Uniform Relocation Act (URA) and Section 104(d) of the Housing and Community Development Act of 1974. Note: HOME funds cannot be used for tenant-occupied units.

D. HOME-funded projects include grants, if necessary, to cover the costs of financing in excess of available equity. Available equity will be determined by subtracting the current total indebtedness from the after-rehabilitation value. Grants provided may be up to 25 percent of the applicable HUD Per-Unit Subsidy Limits established pursuant to 24 CFR 92.250 (a). This grant amount is in addition to any grant funds provided pursuant to Section 4.4.B. and 4.4.C.

E. Grants are not available in CalHome-funded programs.

4.5. APPRAISAL
A. The After-Rehab Value for rehabilitation projects is determined using the “Estimates of value” method. The Sponsor or Program Operator determines estimates of value based on the sale prices of at least three (3) comparable properties, sold within the last six months (within one year of the assistance date, which is the date the promissory

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19 note is signed), and located within one mile of the subject property. The participants’ file will include the estimate of value and document the basis for the value estimates.

The purpose of the “Estimates of value” is to determine that the After-Rehabilitation Value Limit of the housing unit will not exceed the permitted amount per HCD Program regulations (See Attachment C). If three comparable properties cannot be found, or if there is any question regarding the After-Rehab Value, the ARV will be determined by a licensed appraiser, as described in Section 4.5.B. below.

B. A licensed appraiser determines the After-Rehab Value for rehabilitation projects, when the “Estimates of value” method cannot be used. For rehabilitation projects the appraiser determines the value of the unit with the rehabilitation building plans and specifications included. For HOME only, the cost of the appraisal will be paid by the Sponsor, not by the homeowner. The purpose of the appraisal is to determine that the after-rehabilitation value of the housing unit will not exceed the permitted amount per HCD Program regulations (See Attachment C), and that the combined loans will not exceed the maximum combined loan-to-value limit, as described in Section 4.2.A above.

C. The After-Rehab Value for reconstruction projects is determined by a licensed appraiser. The After-Rehab Value for reconstruction projects is determined by an appraisal completed off the building plans and specifications for the new home. For HOME only, the cost of the appraisal will be paid by the Sponsor, not by the homeowner. The purpose of the appraisal is to determine that the After-Rehabilitation Value Limit of the housing unit will not exceed the permitted amount per HCD Program regulations (See Attachment C).

4.6. INSURANCE

4.6.1. FIRE INSURANCE
The homeowner shall maintain fire insurance on the property for the duration of the Program loan(s). This insurance must be an amount adequate to cover all encumbrances on the property. The insurer must identify the Sponsor as Loss Payee for the amount of the Program loan(s). Evidence of this shall be provided to the Sponsor.

In the event the applicant fails to make the fire insurance premium payments in a timely fashion, the Sponsor at its option, may make such payments for a period not to exceed 60 days. The Sponsor may, in its discretion and upon the showing of special circumstances, make such premium payments for a longer period of time. Should the Sponsor make any payments, it may, in its sole discretion, add such payments to the principal amount that the applicant is obligated to repay the Sponsor under this Program. The premium may be paid by the Program loan for one year. Note: HOME and CDBG funds cannot be used to pay insurance cost beyond those identified as initial loan costs. Note: CalHome funds can not be used to pay insurance at any time.

4.6.2. FLOOD INSURANCE

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20 For homes in a 100-year flood zone, the owner is required to maintain flood insurance in an amount adequate to secure the Program loan and all other encumbrances. This policy must designate the Sponsor as Loss Payee and a binder shall be provided to the Sponsor and maintained in the borrowers file. The premium may be paid by the Program loan for one year. Note: HOME funds cannot be used to pay insurance cost beyond those identified as initial loan costs. Note: CalHome funds can not be used to pay insurance at any time.

4.7. LOAN SECURITY
A. Loan security for all owner-occupied rehabilitation stick-built homes will be secured by the real property and improvements, and will also include a Deed of Trust, Promissory Note and Loan Agreement in favor of the Sponsor.

B. A manufactured home in a mobile home park or on leased land that is not on a permanent foundation will be secured by an HCD 480.7 or an HCD 484 Statement of Lien, and will also include a Promissory Note and Loan Agreement.

C. Entering a subordinate lien is acceptable. However, the Sponsor will not subordinate a first lien position once established.

5.0. PROGRAM LOAN SERVICNG AND MAINTENANCE

5.1. PAYMENTS ARE VOLUNTARY
Borrowers may begin making voluntary payments at any time.

5.2. RECEIVING LOAN REPAYMENTS
A. Program loan payments will be made to:

Name of State RecipientCity of Atwater
Address750 Bellevue Road
City, State, ZipAtwater, CA 95301
B. The Sponsor will be the receiver of loan payments or recapture funds and will maintain a financial record-keeping system to record payments and file statements on payment status. Payments shall be deposited and accounted for in the Sponsor’s appropriate Program Income Account, as required by all three HCD programs. The Program Sponsor will accept loan payments from borrowers prepaying deferred loans, from borrowers making payments in full upon sale or transfer of the property, and homeowners of tenant-occupied units. All loan payments are payable to the Sponsor. The Sponsor may at its discretion, enter into an agreement with a third party to collect and distribute payments and/or complete all loan servicing aspects of the Program.

5.3. LOAN SERVICING POLICIES AND PROCEDURES

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21 See Attachment F for local loan servicing policies and procedures. While the attached policy outlines a system that can accommodate a crisis that restricts borrower repayment ability, it should in no way be misunderstood: The loan must be repaid. All legal means to ensure the repayment of a delinquent loan as outlined in the Loan Servicing Policies and Procedures will be pursued.

5.4. LOAN MONITORING PROCEDURES
Homeowners will be required to submit each of the following to the Sponsor at the time of annual occupancy verification per Attachment F:
 Proof of occupancy in the form of a copy of a current utility bill;  Statement of unit's continued use as a residence;
 Declaration that other title holders do not reside on the premises;  Verification that Property Taxes are current; and
 Verification of current required insurance policies.

5.5. DEFAULT AND FORECLOSURE
If an owner defaults on a loan, and foreclosure procedures are instituted, they shall be carried out according to the Program Foreclosure Policy adopted by the Sponsor, and attached to these guidelines as Attachment G.

5.6. SUBORDINATIONS
The Sponsor may approve a request to subordinate a loan, in order for the owner to refinance the property, under the following conditions:

A. The lien position of the Sponsor loan will remain the same or be advanced.

B. The new primary loan is no greater than the balance of the loan being refinanced, except the costs of refinancing the loan may be added to the principal balance.

C. The purpose of the new primary loan is to reduce the interest rate being paid and/or reduce the owner's payment.

D. The refinanced loan must have an impound account for taxes and insurances.

E. The refinancing terms must be acceptable to the Sponsor.

F. CDBG allows refinancing with CDBG funds in conjunction with only rehabilitation of the unit.

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22 6.0. CONSTRUCTION

6.1. STANDARDS
A. All repair work will meet Local Building Code standards. At a minimum, health and safety hazards must be eliminated. For CDBG and CalHome the priority will be the elimination of health and safety hazards. Sponsor may also require elimination of code deficiencies. When HOME funds are used for housing rehabilitation, the property must meet all applicable current codes, rehabilitation standards, ordinances, and zoning ordinances at the time of project completion. However, if certain components of the house are sound and were built to code prescribed at the time of installation, no repair or alteration will be made to those components. Section 8 Housing Quality Standards may be required on rentals by Sponsor when CDBG funds are used.

B. Contracting Process

1. Contracting will be done on a competitive basis.

2. The homeowner will be the responsible agent, but the Sponsor and/or its Program Operator will prepare the work write-up, prepare and advertise the bid package, and assist the owner in negotiating the construction contract.

3. The Sponsor does not warrant any construction work, or provide insurance coverage.

C. Approved Contractors

1. Contractors are required to be licensed with the State of California, and be active and in good standing with the Contractors’ License Board.

2. Contractors will be checked against HUD’s list of federally debarred contractors. No award will be granted to a contractor on this list.

3. Contractors must have public liability and property damage insurance, and worker’s compensation, unemployment and disability insurance, to the extent required by State law.

4. Contractor must agree to comply with all federal and state regulations.

D. Occupants of units constructed prior to 1978 will receive proper notification of LeadBased Paint (LBP) hazards as identified in Section 3.3.A. Note: Units funded solely with CalHome funds are not required to comply with LBP regulations.

E. Units constructed prior to 1978 will also be inspected according to the following HUD regulations. Note: Units funded solely with CalHome funds are not required to comply with LBP regulations. For CDBG-funded programs, please refer to Chapter 20, Lead-Based Paint Requirements for guidance in the CDBG Grant Management Manual.

1. If the total amount of Federal assistance or the total amount of rehabilitation hard

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23 cost is up to and including $5,000, the following is required:
(a) Paint testing or presume LBP;
(b) Clearance of disturbed work areas; and
(c) Notifications listed in Section 3.3.A.

2. If the amount of Federal assistance or the total amount of rehabilitation hard cost is more than $5,000 up to and including $25,000, the following is required:
(a) Paint testing or presume LBP;
(b) Risk assessment; and
(c) Clearance of unit.

If LBP hazards are identified, interim controls will be implemented. This level will also require a notice of “Abatement of Lead Hazards Notification” at least five days prior to starting work.

3. If the amount of Federal assistance or the total amount of rehabilitation hard cost is more that $25,000, the following is required:
(a) Items (a), (b), and (c) of 2. above;
(b) Abatement of all LBP hazards identified or produced; (c) Use of interim controls on exterior surfaces not disrupted by rehab; and all notices listed above in Sections 3.3.A. and 6.1.F.2.

4. All paint tests that result in a negative finding of lead-based paint are exempt from any and all additional requirements. If defective paint surfaces are found, they will be properly treated or abated. A State-certified Inspector/Assessor will perform all paint testing, risk assessments, and clearances. A trained supervisor may oversee interim controls; however, a certified supervisor and workers will perform all abatement.

6.2. ELIGIBLE CONSTRUCTION COSTS
“Rehabilitation” means, in addition to the definition in Section 50096 of the Health and Safety Code, repairs and improvements to a manufactured home necessary to correct any condition causing the home to be substandard pursuant to Section 1704 of Title 25, California Code of Regulations. Rehabilitation also includes room additions to alleviate overcrowding. Rehabilitation also means repairs and improvements where necessary to meet any locally-adopted standards used in local rehabilitation programs. Rehabilitation does not include replacement of personal property.

Rehabilitation includes reconstruction. Federal law and policy allows the use of HOME funds to demolish and reconstruct owner-occupied residential structures. Reconstruction is defined as the demolition and construction of a structure. The Sponsor and/or Program Operator must document that the reconstruction costs are less than the cost to rehabilitate the existing substandard housing. This will be done using the State’s CDBG Test for Reconstruction, for projects funded with CDBG funds; or, using the State’s HOME Test for Reconstruction, for projects funded with HOME funds.

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24 Additionally, the Sponsor must determine that the project’s value after reconstruction (housing and land combined) is less that the HOME Homeownership Value Limits for the Sponsor’s jurisdiction (see Attachment C).

The residential structure to be reconstructed must be a structure with cooking, eating, sleeping, and sanitation facilities which has been legally occupied as a residence within the preceding 12 months. Fifth wheels or recreational vehicles, for example, are not considered dwellings and therefore are not eligible under this Program.

Like for like requires that the structure being demolished must be replaced with a like structure (replace manufactured housing with manufactured housing, for example).

However, additions may be approved by the HCD Program when required by Codes/Ordinances or to alleviate overcrowding (see Attachment C).

Temporary relocation benefits must be planned for and budgeted into the total allowable subsidy for the project, but if required would be in the form of a grant.

Depending on the outcome of the Statutory Worksheet (Environmental test), a reconstructed project may require Authority from the State before funds are committed to the project.

Allowable rehabilitation\reconstruction costs include:

A. Cost of building permits and other related government fees.

B. Cost of architectural, engineering, and other consultant services which are directly related to the rehabilitation of the property.

C. For CDBG and CalHome, costs associated with the repair, replacement, or abandonment of domestic water wells and/or associated costs (such as water pump lowering).

D. Rehabilitation or Replacement of a manufactured home not on a permanent foundation. Rehabilitation of a manufactured home may include the replacement of the unit with a used manufactured home and the cost to repair it, as long as the unit has been occupied and not used as a demonstration model. Should the unit meet the criteria for reconstruction a new manufactured home can be used for replacement and all cost associated with the purchase and transportation can be added to the loan. For CalHome and CDBG, manufactured housing on permanent foundations may be replaced by stick-built structures.

CalHome requires the following for manufactured housing/mobile home to stick-built replacements:
1) Verification that the owner of the mobile home is also the landowner. The registration certificate and a preliminary title report must be submitted with the Borrower summary package. Any past due registration fees must be paid. 2) Provide written justification as to why the mobile home is being replaced and not repaired.

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25 3. Ensure the new structure is “reasonable” for the size of the current household.

E. Owner-occupied rehabilitation activity delivery fees, pursuant to Section 7733(f), as reimbursement to the Sponsor for the actual costs of services rendered to the homeowner that are incidentally but directly related to the rehabilitation work (e.g. planning, engineering, construction management, including inspections and work write-ups).

F. Rehabilitation will address the following issues in the order listed. Eligible costs are included for each item.

1. Health and Safety Issues
Eligible costs include, but are not limited to, energy-related improvements, lead-based paint hazard evaluation and reduction activities, improvements for handicapped accessibility, and repair or replacement of major housing systems.

Per the federal HOME Regulations at 24 CFR Part 92.251(b), Major Systems are:
structural support
roofing
cladding and weatherproofing (e.g., windows, doors, siding, gutters) plumbing
electrical
heating, ventilation, and air conditioning.

Upon project completion, each of the major systems must have a remaining useful life for a minimum of five (5) years, so these systems must be rehabilitated or replaced as part of the rehabilitation work in order to achieve this requirement.

A driveway may be considered part of rehabilitation if it is determined to be a health and safety issue.

2. Code and Regulation Compliance
Eligible costs include, but are not limited to, additional work required to rehabilitate and modernize a home to bring it into compliance with current building codes and regulations. Painting and weatherization are included.

3. Demolition
Eligible costs include, but are not limited to, the tear down and disposal of dilapidated structures when they are a part of the reconstruction of an affordable housing unit. If a garage or carport is detached, it may not be rehabilitated but may be demolished, if it is determined to be a health and safety issue.

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26 4. Upgrades
Eligible costs include additional bedrooms and bathrooms if the need can be demonstrated per HUD’s or Sponsor’s overcrowding guidelines listed in Attachment C. The Program will not fund additions to a home for a den or family room, or for any luxury items.

The CalHome Program’s requirement is that a bedroom or bathroom can be added to omit overcrowding, and this is up to the Recipient to decide what is overcrowding.

5. General Property Improvements
Eligible costs include, but are not limited to: addition or replacement of an oven, stove, dishwasher, or fixture; replacing floor coverings; painting; and repair or installation of fencing.

All improvements must be physically attached to the property and permanent in nature. Non-code general property improvements (including fencing, landscaping, driveway, etc.) will be limited to 15 percent of the rehabilitation loan amount. Any cash contribution by the property owner will be considered a general property improvement and be included in this percentage. Luxury items are not permitted. Items such as stoves and dishwashers that are not built-in may be replaced due only to incipient failure or documented medical condition of the homeowner, and must be of moderate quality.

For HOME and CalHome, replacement of a refrigerator is not allowed. For CalHome, repair or installation of fencing is not allowed.

6. Rehabilitation Standards
All repair work related to health and safety conditions will meet Local Building Code standards. The priority will be the elimination of all health and safety hazards and code compliance, which is required for HOME-funded projects.

6.3. ELIGIBLE PROJECT COSTS
Examples of eligible project costs for all administrative expenses related to the paperwork for processing and insuring a loan application are listed below. For HOME, these costs are considered activity delivery costs and may not be charged to the homeowner’s loan.  Appraisal
 Property Report/Title Insurance
 Building Plan
 Termite Report
 Land Survey
 Grading Plan

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27  Recording Fees
 Fire/Course of Construction Insurance
 Flood Insurance, as applicable (not allowed with CalHome or HOME funds)
Costs are based on charges currently incurred by the Sponsor, or its Program Operator, for these products and/or services. Except for HOME loans, any cost increases charged to the Sponsor/Program Operator for these products and/or services will be passed on to the homeowner and included in the loan. All fees are subject to change and are driven by the market.

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28 6.4. REPAIR CALLBACKS
Contractors will comply with State law regarding all labor and material warranties. All labor and material shall meet FHA minimum specifications.

7.0. EXCEPTIONS AND SPECIAL CIRCUMSTANCES

7.1. AMENDMENTS
The Sponsor may make amendments to these Participant Guidelines. Any changes made shall be in accordance with federal and state regulations, shall be approved by the Sponsor’s Loan Committee and/or local governing body and submitted to HCD for approval.

7.2. EXCEPTIONS
Any case to which a standard policy or procedure, as stated in the guidelines, does not apply or an applicant treated differently from others of the same class would be an exception.

7.2.1 PROCEDURES FOR EXCEPTIONAL CIRCUMSTANCES
A. The Sponsor or its Program Operator may initiate consideration of an exception and prepare a report. This report shall contain a narrative, including the Sponsor’s/Program Operator’s recommended course of action and any written or verbal information supplied by the applicant.

B. The Sponsor shall make a determination of the exception based on the recommendation of the Program Operator. The request can be presented to the Sponsor’s loan committee and/or governing body for decision.

8.0. DISPUTE RESOLUTION AND APPEALS PROCEDURES

8.1. PROGRAM COMPLAINT AND APPEAL PROCEDURE
Complaints concerning the Sponsor’s Rehabilitation Program should be made to the Program Operator first. If unresolved in this manner, the complaint or appeal shall be made in writing and filed with the Sponsor. The Sponsor will then schedule a meeting with the Sponsor’s Loan Review Committee. Their written response will be made within thirty (30) working days. If the applicant is not satisfied with the committee's decision, a request for an appeal may be filed with the local governing body. Final appeal may be filed in writing with HCD within one year after denial or the filing of the Project Notice of Completion.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
29 8.2. GRIEVANCES BETWEEN PARTICIPANTS AND CONSTRUCTION

CONTRACTOR
Contracts signed by the contractor and the participant include the following clause, which provides a procedure for resolution of grievances:

Any controversy arising out of or relating to this Contract, or the breach thereof, shall be submitted to binding arbitration in accordance with the provisions of the California Arbitration Law, Code of Civil Procedure 1280 et seq., and the Rules of the American Arbitration Association. The arbitrator shall have the final authority to order work performed, to order the payment from one party to another, and to order who shall bear the costs of arbitration. Costs to initiate arbitration shall be paid by the party seeking arbitration. Notwithstanding, the party prevailing in any arbitration proceeding shall be entitled to recover from the other all attorney's fees and costs of arbitration.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
30 ATTACHMENT A
24 CFR Part 5 ANNUAL INCOME INCLUSIONS AND EXCLUSIONS
24 CFR Part 5 Annual Income Inclusions
§5.609 Annual income.
(a) Annual income means all amounts, monetary or not, which:
(1) Go to, or on behalf of, the family head or spouse (even if temporarily absent) or to any other family member; or
(2) Are anticipated to be received from a source outside the family during the 12-month period following admission or annual reexamination effective date; and (3) Which are not specifically excluded in paragraph (c) of this section. (4) Annual income also means amounts derived (during the 12-month period) from assets to which any member of the family has access.
(b) Annual income includes, but is not limited to:
(1) The full amount, before any payroll deductions, of wages and salaries, overtime pay, commissions, fees, tips and bonuses, and other compensation for personal services; (2) The net income from the operation of a business or profession. Expenditures for business expansion or amortization of capital indebtedness shall not be used as deductions in determining net income. An allowance for depreciation of assets used in a business or profession may be deducted, based on straight line depreciation, as provided in Internal Revenue Service regulations. Any withdrawal of cash or assets from the operation of a business or profession will be included in income, except to the extent the withdrawal is reimbursement of cash or assets invested in the operation by the family;
(3) Interest, dividends, and other net income of any kind from real or personal property.

Expenditures for amortization of capital indebtedness shall not be used as deductions in determining net income. An allowance for depreciation is permitted only as authorized in paragraph (b)(2) of this section. Any withdrawal of cash or assets from an investment will be included in income, except to the extent the withdrawal is reimbursement of cash or assets invested by the family. Where the family has net family assets in excess of $5,000, annual income shall include the greater of the actual income derived from all net family assets or a percentage of the value of such assets based on the current passbook savings rate, as determined by HUD;
(4) The full amount of periodic amounts received from Social Security, annuities, insurance policies, retirement funds, pensions, disability or death benefits, and other similar types of periodic receipts, including a lump-sum amount or prospective monthly amounts for the delayed start of a periodic amount (except as provided in paragraph (c)(14) of this section); (5) Payments in lieu of earnings, such as unemployment and disability compensation, worker's compensation and severance pay (except as provided in paragraph (c)(3) of this section); (6) Welfare assistance payments.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
31 (i) Welfare assistance payments made under the Temporary Assistance for Needy Families (TANF) program are included in annual income only to the extent such payments:
(A) Qualify as assistance under the TANF program definition at 45 CFR 260.31; and
(B) Are not otherwise excluded under paragraph (c) of this section. (ii) If the welfare assistance payment includes an amount specifically designated for shelter and utilities that is subject to adjustment by the welfare assistance agency in accordance with the actual cost of shelter and utilities, the amount of welfare assistance income to be included as income shall consist of:
(A) The amount of the allowance or grant exclusive of the amount specifically designated for shelter or utilities; plus
(B) The maximum amount that the welfare assistance agency could in fact allow the family for shelter and utilities. If the family's welfare assistance is ratably reduced from the standard of need by applying a percentage, the amount calculated under this paragraph shall be the amount resulting from one application of the percentage.
(7) Periodic and determinable allowances, such as alimony and child support payments, and regular contributions or gifts received from organizations or from persons not residing in the dwelling;
(8) All regular pay, special pay and allowances of a member of the Armed Forces (except as provided in paragraph (c)(7) of this section).
(9) For section 8 programs only and as provided in 24 CFR 5.612, any financial assistance, in excess of amounts received for tuition and any other required fees and charges, that an individual receives under the Higher Education Act of 1965 (20 U.S.C. 1001 et seq.), from private sources, or from an institution of higher education (as defined under the Higher Education Act of 1965 (20 U.S.C. 1002)), shall be considered income to that individual, except that financial assistance described in this paragraph is not considered annual income for persons over the age of 23 with dependent children. For purposes of this paragraph, “financial assistance” does not include loan proceeds for the purpose of determining income.
24 CFR Part 5 Annual Income Exclusions
(c) Annual income does not include the following:
(1) Income from employment of children (including foster children) under the age of 18 years; (2) Payments received for the care of foster children or foster adults (usually persons with disabilities, unrelated to the tenant family, who are unable to live alone); (3) Lump-sum additions to family assets, such as inheritances, insurance payments (including payments under health and accident insurance and worker's compensation), capital gains and settlement for personal or property losses (except as provided in paragraph (b)(5) of this section); (4) Amounts received by the family that are specifically for, or in reimbursement of, the cost of medical expenses for any family member;

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
32 (5) Income of a live-in aide, as defined in §5.403;
(6) Subject to paragraph (b)(9) of this section, the full amount of student financial assistance paid directly to the student or to the educational institution; (7) The special pay to a family member serving in the Armed Forces who is exposed to hostile fire;
(8) (i) Amounts received under training programs funded by HUD; (ii) Amounts received by a person with a disability that are disregarded for a limited time for purposes of Supplemental Security Income eligibility and benefits because they are set aside for use under a Plan to Attain Self-Sufficiency (PASS); (iii) Amounts received by a participant in other publicly assisted programs which are specifically for or in reimbursement of out-of-pocket expenses incurred (special equipment, clothing, transportation, child care, etc.) and which are made solely to allow participation in a specific program;
(iv) Amounts received under a resident service stipend. A resident service stipend is a modest amount (not to exceed $200 per month) received by a resident for performing a service for the PHA or owner, on a part-time basis, that enhances the quality of life in the development. Such services may include, but are not limited to, fire patrol, hall monitoring, lawn maintenance, resident initiatives coordination, and serving as a member of the PHA's governing board. No resident may receive more than one such stipend during the same period of time;
(v) Incremental earnings and benefits resulting to any family member from participation in qualifying State or local employment training programs (including training programs not affiliated with a local government) and training of a family member as resident management staff. Amounts excluded by this provision must be received under employment training programs with clearly defined goals and objectives, and are excluded only for the period during which the family member participates in the employment training program;
(9) Temporary, nonrecurring or sporadic income (including gifts); (10) Reparation payments paid by a foreign government pursuant to claims filed under the laws of that government by persons who were persecuted during the Nazi era; (11) Earnings in excess of $480 for each full-time student 18 years old or older (excluding the head of household and spouse);
(12) Adoption assistance payments in excess of $480 per adopted child; (13) [Reserved]
(14) Deferred periodic amounts from supplemental security income and Social Security benefits that are received in a lump sum amount or in prospective monthly amounts, or any deferred Department of Veterans Affairs disability benefits that are received in a lump sum amount or in prospective monthly amounts.
(15) Amounts received by the family in the form of refunds or rebates under State or local law for property taxes paid on the dwelling unit;

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Housing Rehabilitation Program Guidelines
33 (16) Amounts paid by a State agency to a family with a member who has a developmental disability and is living at home to offset the cost of services and equipment needed to keep the developmentally disabled family member at home; or
(17) Amounts specifically excluded by any other Federal statute from consideration as income for purposes of determining eligibility or benefits under a category of assistance programs that includes assistance under any program to which the exclusions set forth in 24 CFR 5.609(c) apply. A notice will be published in the FEDERAL REGISTER and distributed to PHAs and housing owners identifying the benefits that qualify for this exclusion. Updates will be published and distributed when necessary. [See https://www.federalregister.gov/documents/2014/05/20/2014- 11688/federally-mandated-exclusions-from-income-updated-listing for most recent notice] (d) Annualization of income. If it is not feasible to anticipate a level of income over a 12-month period (e.g., seasonal or cyclic income), or the PHA believes that past income is the best available indicator of expected future income, the PHA may annualize the income anticipated for a shorter period, subject to a redetermination at the end of the shorter period.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
34 ATTACHMENT A-1
Title 25 Section 6914 Gross Income Inclusions – For CalHome activities “Gross income” shall mean the anticipated income of a person or family for the twelve-month period following the date of determination of income.
“Income” shall consist of the following:
(a) Except as provided in subdivision (b), “Exclusions”, all payments from all sources received by the family head (even if temporarily absent) and each additional member of the family household who is not a minor shall be included in the annual income of a family. Income shall include, but not be limited to:
(1) The gross amount, before any payroll deductions, of wages and salaries, overtime pay, commissions, fees, tips and bonuses;
(2) The net income from operation of a business or profession or from rental or real or personal property (for this purpose, expenditures for business expansion or amortization of capital indebtedness shall not be deducted to determine the net income from a business);
(3) Interest and dividends;
(4) The full amount of periodic payments received from social security, annuities, insurance policies, retirement funds, pensions, disability or death benefits and other similar types of periodic receipts;
(5) Payments in lieu of earnings, such as unemployment and disability compensation, worker’s compensation and severance pay;
(6) Public Assistance. If the public assistance payment includes any amount specifically designated for shelter and utilities which is subject to adjustment by the public assistance agency in accordance with the actual cost of shelter and utilities, the amount of public assistance income to be included as income shall consist of:
(A) The amount of the allowance or grant exclusive of the amount specifically designated for shelter and utilities, plus
(B) The maximum amount which the public assistance agency could in fact allow for the family for shelter and utilities,
(7) Periodic and determinable allowances such as alimony and child support payments, and regular contributions or gifts from persons not residing in the dwelling; All regular pay, special pay and allowances of a member of the Armed Forces (whether or not living in the dwelling) who is head of the family or spouse.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
35 ATTACHMENT B
PART 5 ANNUAL INCOME NET FAMILY ASSET INCLUSIONS AND EXCLUSIONS This table presents the Part 5 asset inclusions and exclusions as stated in the HUD Technical Guide for Determining Income and Allowances for HOME Program (Third Edition; January 2005).

Statements from 24 CFR Part 5 – Last Modified: January 2005 Inclusions

1. Cash held in savings accounts, checking accounts, safe deposit boxes, homes, etc. For savings accounts, use the current balance. For checking accounts, use the average 6-month balance. Assets held in foreign countries are considered assets.

2. Cash value of revocable trusts available to the applicant.

3. Equity in rental property or other capital investments. Equity is the estimated current market value of the asset less the unpaid balance on all loans secured by the asset and all reasonable costs (e.g., broker fees) that would be incurred in selling the asset. Under HOME, equity in the family's primary residence is not considered in the calculation of assets for owner-occupied rehabilitation projects.

4. Cash value of stocks, bonds, Treasury bills, certificates of deposit and money market accounts.

5. Individual retirement, 401(K), and Keogh accounts (even though withdrawal would result in a penalty).

6. Retirement and pension funds.

7. Cash value of life insurance policies available to the individual before death (e.g., surrender value of a whole life or universal life policy).

8. Personal property held as an investment such as gems, jewelry, coin collections, antique cars, etc.

9. Lump sum or one-time receipts, such as inheritances, capital gains, lottery winnings, victim's restitution, insurance settlements and other amounts not intended as periodic payments.

10. Mortgages or deeds of trust held by an applicant.

Exclusions

1. Necessary personal property, except as noted in number 8 of Inclusions, such as clothing, furniture, cars and vehicles specially equipped for persons with disabilities.

2. Interest in Indian trust lands.

3. Assets not effectively owned by the applicant. That is, when assets are held in an individual's name, but the assets and any income they earn accrue to the benefit of someone else who is not a member of the household and that other person is responsible for income taxes incurred on income generated by the asset.

4. Equity in cooperatives in which the family lives.

5. Assets not accessible to and that provide no income for the applicant.

6. Term life insurance policies (i.e., where there is no cash value).

7. Assets that are part of an active business. "Business" does not include rental of properties that are held as an investment and not a main occupation.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
36 ATTACHMENT B-1
Title 25 Section 6914 Gross Income Inclusions – For CalHome activities (b) The following items shall not be considered as income:
(1) Casual, sporadic or irregular gift items;
(2) Amounts which are specifically for or in reimbursement of the cost of medical expenses;
(3) Lump-sum additions to family assets, such as inheritances, insurance payments (including payments under health and accident insurance and worker’s compensation), capital gains and settlement for personal or property losses; (4) Amounts of educational scholarships paid directly to the student or to the educational institution, and amounts paid by the government to a veteran for use in meeting the costs of tuition, fees, books and equipment. Any amounts of such scholarships, or payments to veterans not used for the above purposes of which are available for a subsistence are to be included in income;
(5) The special pay to a serviceman head of a family away from home and exposed to hostile fire;
(6) Relocation payments made pursuant to federal, state, or local relocation law; (7) Foster child care payments;
(8) The value of coupon allotments for the purchase of food pursuant to the Food Stamp Act of 1964 which is an excess of the amount actually charged the eligible household; (9) Payments received pursuant to participation of the following volunteer programs under the ACTION Agency:
(A)National Volunteer Antipoverty Programs which include VISTA, Service Learning Programs and Special Volunteer Programs.
(B) National Older American Volunteer Program for persons aged 60 and over which include Retired Senior Volunteer Programs, Foster Grandparent Program, older American Community Services Program, and National Volunteer Program to Assist Small Business Experience, Service Corps of Retired Executive (SCORE) and Active Corps of Executives (ACE).

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
37

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
38 ATTACHMENT C

HOME PROGRAM HOMEOWNERSHIP VALUE LIMITS FOR XXX MERCED COUNTY (HOME Value Limits as of 06/1/2021)

MERCED COUNTY
NAME
One-Family
XXXXX$284,000 $XXX,XXX304,000
[Note from HOME to remove: if you have exception limits approved by HOME, modify this table as needed and indicate from/through date of the exception]

CALHOME MAXIMUM SALES PRICE / VALUE LIMIT
1 as established by comparable sales or information provided by the California Real Estate Association. https://www.car.org/en/marketdata/data/countysalesactivity

HOME PER-UNIT SUBSIDY LIMITS FOR XXX MERCED COUNTY
(Limits are effective 9-9-2021)
O-BDR 1-BDR 2-BDR 3-BDR 4-BDR
$153,314 $175,752 $213,718 $276, 482 $303,490
CALHOME SUBSIDY LIMIT (as of 09/01/2021 NOFA)
Maximum assistance per unit is established by the most current CalHome NOFA. Current limits are $100,000 for housing rehabilitation, and $150,000 for reconstruction projects.

HOME PROGRAM HOUSEHOLD INCOME LIMITS FOR XXX MERCED COUNTY* (Limits are effective 06/1/2021)
Number of Persons in Household
1 2 3 4 5 6 7 8
80% of
AMI
$39,050 $44,600 $50,200 $55,750 $60,250 $64,700 $69,150 $73,600 HCD 20XX 2021 INCOME LIMITS FOR CALHOME

ADJUSTED FOR FAMILY SIZE FOR XXX MERCED COUNTY
Income Household Size
Level 1 2 3 4 5 6 7 8
80% $39,150 $44,750 $50,350 $55,900 $60,400 $64,850 $69,350 $73,800 Sponsor will insert the limits for the county in which the Program is located, and will update the income limits annually as HCD provides new information. The link to the official, HCDmaintained Value, Subsidy, and Income limits is: http://www.hcd.ca.gov/grantsfunding/income-limits/state-and-federal-income-limits.shtml for HOME and CDBG limits, choose “State CDBG and HOME Income, Value and Rent Limits”; for CalHome income limits, choose “Official State Income Limits”).

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
39 SPONSOR STANDARDS FOR BEDROOM AND BATHROOM ADDITIONS TO

ALLEVIATE OVERCROWDING
Maximum No.
of Persons in
the Household
Number of
Bedrooms
Number of
Bathrooms
1 SRO 1
1 0-BR 1
2 1-BR 1
4 2-BR 2
6 3-BR 2
8 4-BR 3
10 5-BR 3
12 6-BR 4
 Opposite sex children under 6 years of age may share a bedroom, up to 2 children per bedroom.
 Opposite-sex children 6 years of age and older may have their own bedroom.  Children shall be permitted a separate bedroom from their parents.  Same-sex children of any age may share a bedroom, up to 2 children per bedroom.  Adults not in a partner relationship may have their own bedroom.  4 or more people – a second bathroom may be added.
 8 or more people – a third bathroom may be added.
 Same rules apply to mobile home units.

The chart above is used as a guide to overcrowding.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
40 ATTACHMENT D

HOUSING REHABILITATION MARKETING PLAN

SUMMARY
The Sponsor will continue its efforts to market the Housing Rehabilitation Program in a manner that will reach all community members.

All marketing related to the Housing Rehabilitation Program is publicized in both English and Spanish. All marketing materials include information identifying the Sponsor’s commitment to fair housing laws and affirmative marketing policy, and are widely distributed. Equal opportunity is emphasized in written materials and oral presentations. A record is maintained by the Sponsor identifying what marketing materials are used, and when and where they are distributed.

Forms of marketing may include fliers, brochures, newspaper ads, articles and public service announcements. Fliers and brochures are distributed at local government buildings, other public buildings and through the mail, as well as to businesses that assist those not likely to apply without special outreach.

Advertisements and articles are published in newspapers that are widely circulated within the community.

Established working relationships with local lending agencies also aid in informing the public by facilitating the distribution of informational fliers to households seeking financial assistance for repairs that are unable to obtain conventional financing.

Informational meetings are offered to potential participants to explain Program requirements. Often, minimal formal outreach efforts are required as the need for assistance generally exceeds funds available. However, marketing measures are actively performed in order to maintain a healthy interest list.

Characteristics on all applicants and participants are collected and compared with the Sponsor’s demographics. Should the Sponsor find that there are underserved segments of the population, a plan to better serve them will be developed and implemented.

MARKETING FORMS
Fliers
Brochures
Newspaper Ads and Articles
Public Service Announcements
Public Informational Meetings

MARKETING VENUES
Local Government Buildings
Local Public Services Buildings
Private Businesses
Lending Agencies
Real Estate Offices
Newspaper
Radio

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
41 Mail

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
42 ATTACHMENT E

RESIDENTIAL ANTI-DISPLACEMENT AND TEMPORARY RELOCATION PLAN Version 2
The Housing and Community Development Act of 1974, as amended, and the National Affordable Housing Act of 1990, require all grantees of Community Development Block Grant (CDBG) funds or Home Investment Partnership (HOME) funds to follow a written Residential Anti-displacement and Relocation Assistance Plan (Plan) for any activities which could lead to displacement of occupants whose property is receiving funds from these or other federal funding source. Having been developed in response to both aforesaid federal legislations, this Plan is intended to inform the public of the compliance of the NAME OF STATE RECIPIENTCITY OF ATWATER (Sponsor) with the requirements of federal regulations 24 CFR 570.606 under state recipient requirements and Section 104(d) of the Housing and Community Development Act of 1974 and 24 CFR 92 of the HOME federal regulations. The Plan will outline reasonable steps, which the Sponsor will take to minimize displacement and ensure compliance with all applicable federal and state relocation requirements. The Sponsor’s governing body has adopted this plan via a formal resolution.

This Plan will affect rehabilitation activities funded by the U.S. Department of Housing and Urban Development (HUD) under the following program titles: HOME, CDBG, Urban Development Action Grant (UDAG), Special Purpose Grants, Section 108 Loan Guarantee Program, and such other grants as HUD may designate as applicable, which take place with in the Sponsor’s jurisdiction limits.

The Sponsor will provide permanent relocation benefits to all eligible “displaced” households either owner-occupied or renter-occupied units which are permanently displaced by the housing rehabilitation program (See Section E below.). In addition, the Sponsor will replace all eligible occupied and vacant occupiable low-income group dwelling units demolished or converted to a use other than low income group housing as a direct result of rehabilitation activities. This applies to all units assisted with funds provided under the Housing and Community Development Act of 1974, as amended, and as described in the Federal Regulations 24 CFR 570.496(a), Relocation, Displacement and Acquisition: Final Rule dated July 18, 1990 (Section 104(d)) and 49 CFR Part 24, Uniform Relocation Assistance (URA) and Real Property Acquisition Regulations Final Rule and Notice (URA) dated March 2, 1989.

All Sponsor programs/projects will be implemented in ways consistent with the Sponsor’s commitment to Fair Housing. Participants will not be discriminated against on the basis of race, color, religion, age, ancestry, national origin, sex, familial status, or handicap. The Sponsor will provide equal relocation assistance available 1) to each targeted income group household displaced by the demolition or rehabilitation of housing or by the conversion of a targeted income group dwelling to another use as a direct result of assisted activities; and 2) to each separate class of targeted income group persons temporarily relocated as a direct result of activities funded by HUD programs.

A. Minimizing Permanent Displacement and Temporary Relocation Resulting from Housing Rehabilitation or Reconstruction Activities
Consistent with the goals and objectives of activities assisted under the Act, the Sponsor will take the following steps to minimize the displacement of persons from their homes during housing rehabilitation or reconstruction funded by HUD programs:

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
43 1. Provide proper notices with counseling and referral services to all tenants so that they understand their relocation rights and receive the proper benefits. When necessary assist permanently displaced persons to find alternate housing in the neighborhood.

2. Stage rehabilitation of assisted households to allow owner occupants and/or tenants to remain during minor rehabilitation.

3. Encourage owner investors to temporarily relocate tenants to other available safe and sanitary vacant units on the project site area during the course of rehabilitation or pay expenses on behalf of replaced tenants.

4. Work with area landlords, real estate brokers, and/or hotel/motel managements to locate vacancies for households facing temporary relocation.

5. When necessary, use public funds, such as CDBG funds, to pay moving costs and provide relocation/displacement payments to households permanently displaced by assisted activities.

B. Lead Based Paint Mitigation Which Causes Temporary Relocation:

On September 15, 2000, the Final Rule for Lead Based Paint Hazard Control went into effect. Among other things, it requires that federally-funded rehabilitation must use safe work practices so that occupants and workers can be protected from lead hazards. At no time should the tenantoccupant(s) be present in work areas or designated adjacent areas while LHC activities are taking place in any dwelling unit interior, common area, or exterior. As such, occupants may not be allowed to remain in their units during the time that lead-based paint hazards are being created or treated. Once work that causes lead hazards has been completed, and the unit passes clearance, the occupants can return. The tenant-occupants may not reoccupy a work area or adjacent area until post-lead hazard reduction clearance standards have been achieved and verified with laboratory results. The final rule allows for certain exceptions: programs:

1. The work will not disturb lead-based paint, or create dust-lead or soil-lead hazard; or

2. The work is on exterior only and openings are sealed to prevent dust from entering the home, the work area is cleaned after the work is completed, and the residents have alternative lead free entry; or

3. The interior work will be completed in one period of less than 8-daytime hours and the work site is contained to prevent the release of dust into other areas of the home; or

4. The interior work will be completed within five (5) calendar days, the work site is contained to prevent the release of dust, the worksite and areas within 10 feet of the worksite are cleaned at the end of each day to remove any visible dust and debris, and the residents have safe access to kitchen and bath and bedrooms.

If temporary relocation benefits are not provided because the Sponsor believes that the project meets one of the above criteria, then proper documentation must be provided in the rehabilitation project file to show compliance. It is up to the Sponsor to ensure that the owner occupant or tenant in the project does not get impacted by lead paint mitigation efforts. In most cases where lead paint mitigation is taking place, occupants (tenants or owners) will be strongly encouraged to relocate even

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44 for just a few days until a final lead clearance can be issued by a certified lead based paint assessor.

Occupants who are temporarily relocated because of lead based paint mitigation are entitled to the same relocation benefits as those who are relocated because of substantial rehabilitation or reconstruction activities.

C. Temporary Relocation of Owner Occupants:

Owner occupants are not allowed to stay in units which are hazardous environments during lead based paint mitigation. When their home is having lead based paint mitigation work done which will not make it safe to live in, then they are eligible for temporary relocation benefits up to $5,000, which will be provided as a grant. In the same way, a unit requiring substantial rehabilitation (with or without lead based paint mitigation) which will not allow the family to access a bath or kitchen facility, or if the unit is being demolished and reconstructed, then the family will be eligible for temporary relocation benefits up to $5,000, which will be provided as a grant. In no case shall the grant for temporary relocation exceed $5,000 for any one owner occupant.

Owner occupants will be encouraged to move in with family or friends during the course of rehabilitation, since they are voluntarily participating in the Program. The housing rehabilitation loan specialist and/or the rehabilitation construction specialist will complete a temporary relocation benefits form (See Appendix C) to document that the owner occupant understands that they must relocate during the course of construction and what benefits they wish to be reimbursed for as part of their relocation.

D. Temporary Relocation of Residential Tenants:

If continued occupancy during rehabilitation is judged to constitute a substantial danger to health and safety of the tenant or the public, or is otherwise undesirable because of the nature of the project, the tenant may be required to relocate temporarily. The contract administrator or rehabilitation specialist will make determination of the need for temporary relocation. The temporary relocation period will not exceed 180 days. All conditions of temporary relocation will be reasonable. Any tenant required to relocate temporarily will be helped to find another place to live which is safe, sanitary and of comparable value and they have the first right to move back into the original unit being rehabilitated at the same rent or lower. He or she may move in with family and friends and still receive full or partial temporary assistance based on eligible cost incurred. The housing rehabilitation loan specialist and/or the rehabilitation specialist will ensure that each tenant-occupied unit under the Program will receive a General Information Notice (GIN) (as soon as possible after a loan application is received) and the tenant will receive a Notice of Non-displacement (after loan approval), and each tenant-occupied unit will have a temporary relocation benefits form completed for them. (See Appendix C). These notices will document that each tenant understands what their relocation rights are, and if they must relocate during the course of construction, that they receive the proper counseling and temporary relocation benefits.

A tenant receiving temporary relocation shall receive the following:

1. Increased housing costs (e.g. rent increase, security deposits) and

2. Payment for moving and related expenses, as follows:
a. Transportation of the displaced persons and personal property within 50 miles, unless the grantee determines that farther relocation is justified;

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
45 b. Packing, crating, unpacking, and uncrating of personal property; c. Storage of personal property, not to exceed 12 months, unless the grantee determines that a longer period is necessary;
d. Disconnection, dismantling, removing, reassembling, and reinstalling relocated household appliances and other personal property;
e. Insurance for the replacement value of personal property in connection with the move and necessary storage;
f. The replacement value of property lost, stolen or damaged in the process of moving (not through the fault of the displaced person, his or her agent, or employee) where insurance covering such loss, theft or damage is not reasonably available; g. Reasonable and necessary costs of security deposits required to rent the replacement dwelling;
h. Any costs of credit checks required to rent the replacement dwelling; i. Other moving related expenses as the grantee determines to be reasonable and necessary, except the following ineligible expenses:
1) Interest on a loan to cover moving expenses; or
2) Personal injury; or
3) Any legal fee or other cost for preparing a claim for a relocation payment or for representing the claimant before the Grantee; or
4) Costs for storage of personal property on real property already owned or leased by the displaced person before the initiation of negotiations.

E. Rehabilitation Activities Requiring Permanent Displacement The Sponsor’s rehabilitation program will not typically trigger permanent displacement and permanent displacement activities fall outside of the scope of this plan. If a case of permanent displacement is encountered, then the staff responsible for the rehabilitation program will consult with Sponsor’s legal counsel to decide if they have the capacity to conduct the permanent displacement activity. If local staff does not have the capacity, then a professional relocation consultant will be hired to do the counseling and benefit determination and implementation. If local staff does wish to do the permanent displacement activity then they will consult and follow the HUD Relocation Handbook 1378.

F. Rehabilitation Which Triggers Replacement Housing
If the Sponsor’s rehabilitation program assists a property where one or more units are eliminated then under Section 104 (d) of the Housing and Community Act of 1974, as amended applies and the Sponsor is required to replace those lost units. An example of this would be a duplex unit which is converted into a single family unit. In all cases where rehabilitation activities will reduce the number of housing units in the jurisdiction, then the Sponsor must document that any lost units are replaced and any occupants of reduced units are given permanent relocation benefits. (This does not apply to reconstruction or replacement housing done under a rehabilitation program where the existing

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
46 unit(s) is demolished and replaced with a structure equal in size without in loss number of units or bedrooms.)
Replacement housing will be provided within three years after the commencement of the demolition or conversion. Before entering into a contract committing the Sponsor to provide funds for an activity that will directly result in such demolition or conversion, the Sponsor will make this activity public (through a noticed public hearing and/or publication in a newspaper of general circulation) and submit to the California Department of Housing and Community Development or the appropriate federal authority the following information in writing:

1. A description of the proposed assisted activity;

2. The location on a map and the approximate number of dwelling units by size (number of bedrooms) that will be demolished or converted to a use other than as targeted income group dwelling units as a direct result of the assisted activity;

3. A time schedule for the commencement and completion of the demolition or conversion;

4. The location on a map and the approximate number of dwelling units by size (number of bedrooms) that will be provided as replacement dwelling units;

5. The source of funding and a time schedule for the provision of the replacement dwelling units;

6. The basis for concluding that each replacement dwelling unit will remain a targeted income group dwelling unit for at least 10 years from the date of initial occupancy; and,

7. Information demonstrating that any proposed replacement of dwelling units with smaller dwelling units (e.g., a two-bedroom unit with two one-bedroom units) is consistent with the housing needs of targeted income group households in the jurisdiction.

The Program Operator for the Sponsor is responsible for tracking the replacement of housing and ensuring that it is provided within the required period. The Sponsor is responsible for ensuring requirements are met for notification and provision of relocation assistance, as described in Section 570.606, to any targeted income group displaced by the demolition of any dwelling unit or the conversion of a targeted income group dwelling unit to another use in connection with an assisted activity.

G. Record Keeping and Relocation Disclosures/Notifications The Sponsor will maintain records of occupants of federally-funded rehabilitated, reconstructed or demolished property from the start to completion of the project to demonstrate compliance with section 104(d), URA and applicable program regulations. Each rehabilitation project, which dictates temporary or permanent or replacement activities, will have a project description and documentation of assistance provided. (See sample forms in HUD Relocation Handbook 1378, Chapter 1, Appendix 11, form HUD-40054)
Appropriate advisory services will include reasonable advance written notice of (a) the date and

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
47 approximate duration of the temporary relocation; (b) the address of the suitable, decent, safe, and sanitary dwelling to be made available for the temporary period; (c) the terms and conditions under which the tenant may lease and occupy a suitable, decent, safe, and sanitary dwelling.

Notices shall be written in plain, understandable primary language of the persons involved. Persons who are unable to read and understand the notice (e.g. illiterate, foreign language, or impaired vision or other disability) will be provided with appropriate translation/communication. Each notice will indicate the name and telephone number of a person who may be contacted for answers to questions or other needed help.

The notices and process below is for only temporary relocation. If permanent relocation is involved then other sets of notice and noticing process and relocation benefits must be applied (See HUD relocation handbook 1378 for those forms and procedures) The Temporary Relocation Advisory Notices to be provided are as follows:

1. General Information Notice: As soon as feasible when an owner investor is applying for Federal financing for rehabilitation, reconstruction, or demolition, the tenant of a housing unit will be mailed or hand delivered a General Information Notice that the project has been proposed and that the tenant will be able to occupy his or her present house upon completion of rehabilitation.

The tenant will be informed that the rent after rehabilitation will not exceed current rent or 30 percent of his or her average monthly gross household income. The tenant will be informed that if he or she is required to move temporarily so that the rehabilitation can be completed, suitable housing will be made available and he or she will be reimbursed for all reasonable extra expenses. The tenant will be cautioned that he or she will not be provided relocation assistance if he or she decides to move for personal reasons. See Appendix A for sample notice to be delivered personally or by certified mail.

2. Notice of Non Displacement: As soon as feasible when the rehabilitation application has been approved, the tenant will be informed that they will not be permanently displaced and that they are eligible for temporary relocation benefits because of lead based paint mitigation or substantial rehabilitation, or reconstruction of their unit. The tenant will also again be cautioned not to move for personal reasons during rehabilitation, or risk losing relocation assistance. See Appendix B for sample notice to be delivered personally or by certified mail.

3. Disclosure to Occupants of Temporary Relocation Benefits: This form is completed to document that the Sponsor is following it’s adopted temporary relocation plan for owner occupants and tenants. See Appendix C for a copy of the disclosure form.

4. Other Relocation/Displacement Notices: The above three notices are required for temporary relocation. If the Sponsor is attempting to provide permanent displacement benefits then there are a number of other forms which are required. Staff will consult HUD’s Relocation Handbook 1378 and ensure that all the proper notices are provided for persons who are permanently displaced as a result of housing rehabilitation activities funded by CDBG or other federal programs.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
48 APPENDIX A
Dear ,
On (date) , (property owner) submitted an application to the for financial assistance to rehabilitate the building which you occupy at (address) .

This notice is to inform you that, if the assistance is provided and the building is rehabilitated, you will not be displaced. Therefore, we urge you not to move anywhere at this time. (If you do elect to move for reasons of your choice, you will not be provided relocation assistance.) If the application is approved and Federal assistance is provided for the rehabilitation, you will be able to lease and occupy your present apartment (or another suitable, decent, safe and sanitary apartment in the same building) upon completion of the rehabilitation. Of course, you must comply with standard lease terms and conditions.

After the rehabilitation, your initial rent, including the estimated average monthly utility costs, will not exceed the greater of (a) your current rent/average utility costs, or (b) 30 percent of your gross household income. If you must move temporarily so that the rehabilitation can be completed, suitable housing will be made available to you for the temporary period, and you will be reimbursed for all reasonable extra expenses, including all moving costs and any increase in housing costs.

Again, we urge you not to move. If the project is approved, you can be sure that we will make every effort to accommodate your needs. Because Federal assistance would be involved, you would be protected by the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended.

This letter is important and should be retained. You will be contacted soon. In the meantime, if you have any questions about our plans, please contact (name) , (title) , at (telephone number), (address) .

Sincerely,
(name)
(title)

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
49 APPENDIX B
(date)
Dear :

On (date) , we notified you that the owner of your building had applied for assistance to make extensive repairs to the building. On (date) , the owner's request was approved, and the repairs will begin soon.

This is a notice of non-displacement. You will not be required to move permanently as a result of the rehabilitation. This notice guarantees you the following:

1. You will be able to lease and occupy your present apartment [or another suitable, decent, safe and sanitary apartment in the same building/complex] upon completion of the rehabilitation. Your monthly rent will remain until after construction is completed. If increased after construction is done, your new rent and estimated average utility costs will not exceed local fair market rents for your community. Of course, you must comply with all the other reasonable terms and conditions of your lease.

2. If you must move temporarily so that the repairs can be completed, you will be reimbursed for all of your extra expenses, including the cost of moving to and from the temporarily occupied unit and any additional housing costs. The temporary unit will be decent, safe and sanitary, and all other conditions of the temporary move will be reasonable.

Since you will have the opportunity to occupy a newly rehabilitated apartment, I urge you not to move. (If you do elect to move for your own reasons, you will not receive any relocation assistance.) We will make every effort to accommodate your needs. Because Federal assistance is involved, you are protected by the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended.

If you have any questions, please contact (name) , (title), at (phone #) , (address) .

Remember; do not move before we have a chance to discuss your eligibility for assistance. This letter is important to you and should be retained.

Sincerely,
(name and title)

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
50 APPENDIX C

DISCLOSURE TO OCCUPANT OF TEMPORARY RELOCATION BENEFITS Top to be completed at time of loan application submittal or Home Visit Property Address:
__ Rental Unit __Owner-Occupied Unit
The rehabilitation loan specialist working on behalf of the City/County of has explained the temporary relocation services and benefits available under the current rehabilitation program relocation plan.

I/we have been advised that the City/County of rehabilitation construction specialist will inform me if I need to be temporarily relocated and will to assist me with scheduling any necessary moves and answer any questions about assistance as needed.

Acknowledged:

Occupant Signature Date Occupant Signature Date
Complete this at time of acceptance of Work Write Up with initials by occupant The rehabilitation construction specialist for the City/County of has explained the Rehabilitation Scope of Work for our house and I/we agree that it will:
____ Not require I/we to be relocated. (If initialed then STOP here and sign bottom.) ____ Yes, I/we need to be temporarily relocated. (Complete rest of form if initialed.) Start date and duration of relocation:
____ Starting on or about we will move for all or part of the rehabilitation project.

Approximate length of temporary relocation: Number of days.

For temporary relocation, I/We elect to (check all that apply):
____ Relocate with friends and family.
____ Relocate into a suitable temporary housing unit identified by rehab specialist. ____ Relocate furnishings only into a temporary storage unit. ____ I/We have been told what our relocation benefits are and elect Not to be reimbursed for any eligible relocation expenses. ____ I/We have been told what our relocation benefits are and want to be reimbursed for:

By signing, occupant(s) acknowledge receipt of copy of this form:

Occupant Signature Date Occupant Signature Date

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
51 ATTACHMENT F

LOAN SERVICING POLICIES AND PROCEDURES

FOR THE NAME OF STATE RECIPIENTCITY OF ATWATER
The Name of State RecipientCity of Atwater, hereafter called “Sponsor,” has adopted these policies and procedures in order to preserve its financial interest in properties, whose “Borrowers” have been assisted with public funds. The Sponsor will to the greatest extent possible follow these policies and procedures, but each loan will be evaluated and handled on a case-by-case basis. The Sponsor has formulated this document to comply with state and federal regulations regarding the use of these public funds and any property restrictions, which are associated with them.

The policies and procedures are broken down into the follow areas: 1) making required monthly payments or voluntary payments on a loan’s principal and interest; 2) required payment of property taxes and insurance; 3) required Request for Notice of Default on all second mortgages; 4) loans with annual occupancy restrictions and certifications 5) required noticing and limitations on any changes in title or use of property; 6) required noticing and process for requesting a subordination during a refinance; 7) processing of foreclosure in case of default on the loan.

1. Loan Repayments:

The Sponsor will collect monthly payments from those borrowers who are obligated to do so under Notes which are amortized promissory notes. Late fees will be charged for payments received after the assigned monthly date.

For Notes which are deferred payment loans, the Sponsor must accept voluntary payments on the loan. Loan payments will be credited to principal. The Borrower may repay the loan balance at any time with no penalty.

2. Payment of Property Taxes and Insurance:

As part of keeping the loan from going into default, Borrower must maintain property insurance coverage naming the Sponsor as loss payee. Except for HOME-funded loans, if Borrower fails to maintain the necessary insurance, the Sponsor may take out force placed insurance to cover the property while the Borrower puts a new insurance policy in place. All costs for installing the necessary insurance will be added to the loan balance at time of installation of Borrower’s new insurance.

When a property is located in a 100-year floodplain, the Borrower will be required to carry the necessary flood insurance. A certificate of insurance for flood and for standard property insurance naming the Sponsor as a lender loss payee will be required at close of escrow. The Sponsor will verify the insurance on an annual basis.

Property taxes must be kept current during the term of the loan. If the Borrower fails to

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Housing Rehabilitation Program Guidelines
52 maintain payment of property taxes then the Sponsor may pay the taxes current and add the balance of the tax payment plus any penalties to the balance of the loan (not permissible when funded with HOME). Wherever possible, the Sponsor encourages Borrower to have impound accounts set up with their first mortgagee wherein they pay their taxes and insurance as part of their monthly mortgage payment.

3. Required Request for Notice of Default:

When the Borrower’s loan is in second position behind an existing first mortgage, it is the Sponsor's policy to prepare and record a "Request for Notice of Default" for each senior lien in front of Sponsor’s loan. This document requires any senior lienholder listed in the notice to notify the Sponsor of initiation of a foreclosure action. The Sponsor will then have time to contact the Borrower and assist them in bringing the first loan current. The Sponsor can also monitor the foreclosure process and go through the necessary analysis to determine if the loan can be made whole or preserved. When the Sponsor is in a third position and receives notification of foreclosure from only one senior lienholder, it is in their best interest to contact any other senior lienholders regarding the status of their loans.

4. Annual Occupancy Restrictions and Certifications:

On owner-occupant loans the Sponsor may require that Borrowers submit utility bills and/or other documentation annually to prove occupancy during the term of the loan. For CDBG, some loans may have income and housing cost evaluations, which require a household to document that they are not able to make repayments, typically every five years. These loan terms are incorporated in the original note and deed of trust. On HOME-funded loans, annual occupancy verification will occur [Option #1: within 45 days of the anniversary date of the loan; Option #2: between [MONTH]Janurary 1st and 15th of each year for the term of the loan].

5. Required Noticing and Restrictions on Any Changes of Title or Occupancy:

In all cases where there is a change in title or occupancy or use, the Borrower must notify the Sponsor in writing of any change. Sponsor and Borrower will work together to ensure the property is kept in compliance with the original Program terms and conditions such that it remains available as an affordable home for low income families. These types of changes are typical when Borrowers do estate planning (adding a relative to title) or if a Borrower dies and property is transferred to heirs or when the property is sold or transferred as part of a business transaction. In some cases the Borrower may move and turn the property into a rental unit without notifying the Sponsor. Changes in title or occupancy must be in keeping with the objective of benefit to low-income households (below 80 percent of AMI).

Change from owner-occupant to owner-occupant occurs at a sale. When a new owneroccupant is not low-income, the loan is not assumable and the loan balance is immediately due and payable. If the new owner-occupant qualifies as low-income, the purchaser may either

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
53 pay the loan in full or assume all loan repayment obligations of the original owner-occupant, subject to the approval of the Sponsor’s Loan Committee (depends on the HCD program).

If a transfer of the property occurs through inheritance, the heir (as owner-occupant) may be provided the opportunity to assume the loan at an interest rate based on household size and household income, provided the heir is income eligible. If the heir intends to occupy the property and is not low-income, the balance of the loan is due and payable. If the heir intends to act as an owner-investor, the balance of the loan may be converted to an owner/investor interest rate and loan term and a rent limitation agreement is signed and recorded on title. All such changes are subject to the review and approval of the Sponsor’s Loan Committee.

Change from owner-occupant to owner-investor occurs when an owner-occupant decides to move out and rent the assisted property, or if the property is sold to an investor. If the owner converts any assisted unit from owner-occupied to rental, the loan is due in full.

Conversion to use other than residential use is not allowable where the full use of the property is changed from residential to commercial or other. In some cases, Borrowers may request that the Sponsor allow for a partial conversion where some of the residence is used for a business but the household still resides in the property. Partial conversions can be allowed if it is reviewed and approved by any and all agencies required by local statute. If the use of the property is converted to a fully non-residential use, the loan balance is due and payable.

6. Requests for Subordinations:

When a Borrower wishes to refinance the property, they must request a subordination request to the Sponsor. The Sponsor will subordinate their loan only when there is no “cash out” as part of the refinance. Cash out means there are no additional charges on the transaction above loan and escrow closing fees. There can be no third-party debt payoffs or additional encumbrance on the property above traditional refinance transaction costs. Furthermore, the refinance should lower the housing cost of the household with a lower interest rate and the total indebtedness on the property should not exceed the current market value.

Upon receiving the proper documentation from the refinance lender, the request will be considered by the loan committee for review and approval. Upon approval, the escrow company will provide the proper subordination document for execution and recordation by the Sponsor.

7. Process for Loan Foreclosure:

Upon any condition of loan default: 1) non-payment; 2) lack of insurance or property tax payment; 3) change in title or use without approval; or 4) default on senior loans, the Sponsor will send out a letter to the Borrower notifying them of the default situation. If the default situation continues, the Sponsor may start a formal process of foreclosure.

When a senior lienholder starts a foreclosure process and the Sponsor is notified via a Request for Notice of Default, the Sponsor, who is the junior lienholder, may cancel the foreclosure

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
54 proceedings by "reinstating" the senior lienholder. The reinstatement amount or payoff amount must be obtained by contacting the senior lienholder. This amount will include all delinquent payments, late charges and fees to date. Sponsor must confer with Borrower to determine if, upon paying the senior lienholder current, the Borrower can provide future payments. If this is the case, then the Sponsor may cure the foreclosure and add the costs to the balance of the loan with a Notice of Additional Advance on the existing note. HOME funds may not be used for this purpose, however.

If the Sponsor determines, based on information on the reinstatement amount and status of Borrower, that bringing the loan current will not preserve the loan, then staff must determine if it is cost effective to protect their position by paying off the senior lienholder in total and restructure the debt such that the unit is made affordable to the Borrower. If the Sponsor does not have sufficient funds to pay the senior lienholder in full, then they may choose to cure the senior lienholder and foreclose on the property themselves. As long as there is sufficient value in the property, the Sponsor can afford to pay for the foreclosure process and pay off the senior lienholder and retain some or all of their investment.

If the Sponsor decides to reinstate, the senior lienholder will accept the amount to reinstate the loan up until five (5) days prior to the set "foreclosure sale date." This "foreclosure sale date" usually occurs about four (4) to six (6) months from the date of recording of the "Notice of Default." If the Sponsor fails to reinstate the senior lienholder before five (5) days prior to the foreclosure sale date, the senior lienholder would then require a full pay off of the balance, plus costs, to cancel foreclosure. If the Sponsor determines the reinstatement and maintenance of the property not to be cost effective and allows the senior lienholder to complete foreclosure, the Sponsor's lien may be eliminated due to insufficient sales proceeds.

Sponsor as Senior Lienholder
When the Sponsor is first position as a senior lienholder, active collection efforts will begin on any loan that is 31 or more days in arrears. Attempts will be made to assist the homeowner in bringing and keeping the loan current. These attempts will be conveyed in an increasingly urgent manner until loan payments have reached 90 days in arrears, at which time the Sponsor may consider foreclosure. Sponsor’s staff will consider the following factors before initiating foreclosure:
1) Can the loan be cured and can the rates and terms be adjusted to allow for affordable payments such that foreclosure is not necessary?
2) Can the Borrower refinance with a private lender and pay off the Sponsor? 3) Can the Borrower sell the property and pay off the Sponsor? 4) Does the balance warrant foreclosure? (If the balance is under $5,000, the expense to foreclose may not be worth pursuing.)
5) Will the sales price of home "as is" cover the principal balance owing, necessary

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
55 advances, (maintain fire insurance, maintain or bring current delinquent property taxes, monthly yard maintenance, periodic inspections of property to prevent vandalism, etc.) foreclosure, and marketing costs?
If the balance is substantial and all of the above factors have been considered, the Sponsor may opt to initiate foreclosure. The Borrower must receive, by certified mail, a thirty-day notification of foreclosure initiation. This notification must include the exact amount of funds to be remitted to the Sponsor to prevent foreclosure (such as, funds to bring a delinquent BMIR current or pay off a DPL).

At the end of thirty days, the Sponsor should contact a reputable foreclosure service or local title company to prepare and record foreclosure documents and make all necessary notifications to the owner and junior lienholders. The service will advise the Sponsor of all required documentation to initiate foreclosure (Note and Deed of Trust usually) and funds required from the owner to cancel foreclosure proceedings. The service will keep the Sponsor informed of the progress of the foreclosure proceedings.

When the process is completed, and the property has "reverted to the beneficiary" at the foreclosure sale, the Sponsor could sell the home themselves under a homebuyer program or use it for an affordable rental property managed by a local housing authority or use it for transitional housing facility or other eligible use. The Sponsor could contract with a local real estate broker to list and sell the home and use those funds for Program income-eligible uses.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
56 ATTACHMENT G
NAME OF STATE RECIPIENTCITY OF ATWATER’S

FORECLOSURE POLICY
Sponsor As Junior Lienholder
It is the Name of State RecipientCity of Atwater’s (Sponsor’s) policy to prepare and record a "Request for Notice" on all junior liens (any lien after the first position) placed on properties financed by a loan.

This document requires any senior lienholder to notify the Sponsor of initiation (recordation of a "Notice of Default") of a foreclosure only. This is to alert the junior lienholder that they are to monitor the foreclosure with the senior lienholder. When the Sponsor is in a third position and receives notification of foreclosure from only one senior lienholder, it would be in their best interest to contact both senior lienholders regarding the status of their loans.

The junior lienholder may cancel the foreclosure proceedings by "reinstating" the senior lienholder. The reinstatement amount must be obtained by contacting the senior lienholder.

This amount will include all delinquent payments, late charges, advances (fire insurance premiums, property taxes, property protection costs, etc.), and foreclosure costs (fees for legal counsel, recordings, certified mail, etc.)
Once the Sponsor has the information on the reinstatement amount, staff must then determine if it is cost effective to protect their position by reinstating the senior lienholder, keeping them current by submitting a monthly payment thereafter, foreclosing on the property possibly resulting in owning the property at the end of foreclosure, protecting the property against vandalism, and paying marketing costs (readying the home for marketing, paying for yard maintenance, paying a real estate broker a sales commission).

If the Sponsor decides to reinstate, the senior lienholder will accept the amount to reinstate the loan up until five (5) days prior to the set "foreclosure sale date." This "foreclosure sale date" usually occurs about four (4) to six (6) months from the date of recording of the "Notice of Default." If the Sponsor fails to reinstate the senior lienholder before five (5) days prior to the foreclosure sale date, the senior lienholder would then require a full pay off of the balance, plus costs, to cancel foreclosure. If the Sponsor determines the reinstatement and maintenance of the property not to be cost effective and allows the senior lienholder to complete foreclosure, the Sponsor's lien may be eliminated due to insufficient sales proceeds.

Sponsor As Senior Lienholder
When the Sponsor is in a first position, or the senior lienholder, active collection efforts will begin on any loan that is 31 or more days in arrears. Attempts will be made to assist the homeowner in bringing and keeping the loan current. These attempts will be conveyed in an

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
57 increasingly urgent manner until loan payments have reached 90 days in arrears, at which time the Sponsor may consider foreclosure. Sponsor staff will consider the following factors before initiating foreclosure:
- Can the loan be cured (brought current or paid off) by the owner without foreclosure?
- Can the owner refinance with a commercial lender and pay off the Sponsor? - Can the owner sell the property and pay off the Sponsor? - Does the balance warrant foreclosure? (If the balance is under $5,000, the expense to foreclose may not be worth pursuing.)
- Will the sales price of home "as is" cover the principal balance owing, necessary advances, (maintain fire insurance, maintain or bring current delinquent property taxes, monthly yard maintenance, periodic inspections of property to prevent vandalism, etc.) foreclosure, and marketing costs? If the balance is substantial and all of the above factors have been considered, the Sponsor may opt to initiate foreclosure. The owner must receive, by certified mail, a thirty-day notification of foreclosure initiation. This notification must include the exact amount of funds to be remitted to the Sponsor to prevent foreclosure (such as, funds to bring a delinquent BMIR current or pay off a DPL).

At the end of thirty days, the Sponsor should contact a reputable foreclosure service or local title company to prepare and record foreclosure documents and make all necessary notifications to the owner and junior lienholders. The service will advise the Sponsor of all required documentation to initiate foreclosure (Note and Deed of Trust usually) and funds required from the owner to cancel foreclosure proceedings. The service will keep the Sponsor informed of the progress of the foreclosure proceedings. When the process is completed, and the property has "reverted to the beneficiary" at the foreclosure sale, the Sponsor would then contact a real estate broker to market the home.

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
58 ATTACHMENT H

CERTIFICATION OF OCCUPANCY

NAME OF STATE RECIPIENTCITY OF ATWATER
I/we declare as follows:
(Please Print Occupant’s Name(s))
That I/we am/are currently occupying as my/our principal place of residence the real property commonly known as:
(Address)
(City, State, Zip code)
Daytime Phone Number:

Executed on______________________, 20____, at ___________________, CA (Date) (City)
I/we declare under penalty of perjury that the foregoing is true and correct.

Signature(s) of all occupants:

Occupant: _______________________________________________________________ Occupant: _______________________________________________________________ Occupant: _______________________________________________________________ Occupant: _______________________________________________________________ Occupant: ___________________________________________________________

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
59

Name of State RecipientCity of Atwater
Housing Rehabilitation Program Guidelines
60 ATTACHMENT I

LEAD-BASED PAINT

VISUAL ASSESSMENT, NOTICE OF PRESUMPTION, AND HAZARD REDUCTION FORM Section 1: Background Information
Property Address: No LBP found or LBP exempt 
Select one: Visual Assessment  Presumption  Hazard Reduction  Section 2: Visual Assessment. Fill out Sections 1, 2, and 6. If paint stabilization is performed, also fill out Sections 4 and 5 after the work is completed.

Visual Assessment Date: Report Date:

Check if no deteriorated paint found 
Attachment A: Summary where deteriorated paint was found. For multi-family housing, list at least the housing unit numbers and common areas and building components (including type of room or space, and the material underneath the paint).

Section 3: Notice of Presumption. Fill out Sections 1, 3, 5, and 6. Provide to occupant w/in 15 days of presumption.

Date of Presumption Notice:

Lead-based paint is presumed to be present  and/or Lead-based paint hazards are presumed to be present 
Attachment B: Summary of Presumption: For multi-family housing, list at least the housing unit numbers and common areas, bare soil locations, dust-lead location, and or building components (including type of room or space, and the materials underneath the paint) of lead-based paint and/or hazards presumed to be present.

Section 4: Notice of Lead-Based Paint Hazard Reduction Activity. Fill out Sections 1, 4, 5, and 6.

Provide to occupant w/in 15 days of after work completed.

Date of Hazard Reduction Notice:

Initial Hazard Reduction Notice? Yes  No  Start & Completion Dates:

If “No”, dates of previous Hazard Reduction Activity Notices:

Attachment C: Activity locations and types. For multi-family housing, list at least the housing unit numbers and common areas (for multifamily housing), bare soil locations, dust–lead locations, and/or building components (including type of room or space, and the material underneath the paint), and the types of lead-based paint hazard reduction activities performed at the location listed.

Attachment D: Location of building components with lead-based paint remaining in the rooms, spaces or areas where activities were conducted.

Attachment E: Attach clearance report(s), using DHS form 8552 (and 8551 for abatement activities) Section 5: Resident Receipt of Notice for Presumption or Lead-Based Paint Hazard Reduction Activity and Acknowledgement of Receipt of pamphlet Protection Your Family from Lead in Your Home.

Printed Name: Signature: Date:

Section 6: Contact Information Organization:

Contact Name: Contact Signature:

Date: Address: Phone: