Coalinga City Council
June 16, 2022

CITY COUNCIL/SUCCESSOR

AGENCY/PUBLIC FINANCE AUTHORITY

MEETINGAGENDA
June 16, 2022
6:00 PM
The Mission of the City of Coalinga is to provide for the preservation of the community character by delivering quality, responsive City services, in an efficient and cost-effective manner, and to develop, encourage, and promote a diversified economic base in order to ensure the future financial stability of the City for its citizens.

Notice is hereby given that the City Council will hold a Regular Meeting, on June 16, 2022 in the City Council Chambers, 155 West Durian Avenue, Coalinga, CA. Persons with disabilities who may need assistance should contact the City Clerk at least 24 hours prior to the meeting at 935-1533 x113. Anyone interested in translation services should contact the City Clerk at least 24 hours prior to the meeting at 935-1533 x113.

The Meeting will begin at 6:00 p.m. and the Agenda will be as follows:

1. CALL TO ORDER

1. Pledge of Allegiance

2. Changes to the Agenda

3. Council's Approval of Agenda

2. AWARDS, PRESENTATIONS, APPOINTMENTS AND PROCLAMATIONS (NONE)

3. CITIZEN COMMENTS
This section of the agenda allows members of the public to address the City Council on any item within the jurisdiction of the Council. Members of the public, when recognized by the Mayor, should come forward to the lectern, identify themselves and use the microphone. Comments are normally limited to three (3) minutes. In accordance with State Open Meeting Laws, no action will be taken by the City Council this evening and all items will be referred to staff for follow up and a report.

Citizen Comments submitted in writing to the City Clerk by 5:00pm on the day of the City Council meeting shall be distributed to the City Council and included in the record, however they will not be read.

4. PUBLIC HEARINGS

1. PUBLIC HEARING TO DISCUSS & APPROVE SUBMITTAL OF A 2022 COMMUNITY DEVELOPMENT BLOCK GRANT APPLICATION (CDBG);
APPROVAL OF HOUSING AND HOUSING REHAB GUIDELINES; AND
CDBG/CV1 GRANT CLOSEOUT
Marissa Trejo, City Manager

5. CONSENT CALENDAR

1. Check Register: 04/01/2022 - 04/30/2022

2. Adopt Resolution No. 4097 Approving the Building Inspector Trainee/I/II Job Description

3. Rejection of Claim for Damages Presented by Ralph Gorrill

4. Rejection of Claim for Damages Presented by Sheldon Niiyama

5. Notice of Completion Fresno Street Rehabilitation Project Project No. PW21-004

6. Notice of Completion for Sunset Street Rehabilitation Project Project - Project No.

PW19-006

7. Notice of Completion for Sidewalk Gap Closure & Pedestrian Improvement Project (ATP 3) Project No. 2759

8. Direct City Manager to Coordinate a Public Workshop with Coalinga-Huron Unified School District to discuss how the City can Help Ensure Safety of Schools

9. Authorize Assistant City Manager to Execute a Professional Services Agreement with AM Consulting Engineers to Prepare a Project Feasibility Report and Associated Environmental Documents, Fiscal Sustainability Plan and California Safe Drinking Water Grant Construction Application Related to the Wastewater Collection and Treatment Facilities

10. Authorize Purchase of Three (3) Electronic Messaging Boards

11. Consideration of Bid Award for Total Trihalomethane (TTHM) Reduction Facilities at the Water Treatment Plant

12. Direct City Manager to Coordinate a City-Sponsored Pet Adoption Day with Gimme Love Animal Shelter

13. Approval of Resolution No. 3772-C Extending the Sunset Date of Resolution for One Year for Food Truck Vendors

6. ORDINANCE PRESENTATION, DISCUSSION AND POTENTIAL ACTION ITEMS

1. Presentation by Retail Strategies and Discussion, Direction and Potential Action regarding Approving Professional Services Agreement to Provide Consulting Services
Matthew Tate, Retail Strategies

2. Discussion, Direction and Potential Action regarding Authorizing Annual Stipend of $15,000 Payable to Coalinga Area Chamber of Commerce for FY 22 and Adopt Resolution No. 4096 Authorizing FY 22 Stipend to Coalinga Area Chamber of Commerce
Marissa Trejo, City Manager

3. Discussion and Direction regarding the Development of a Food Truck Regulatory Ordinance
Sean Brewer, Community Development Director

7. ANNOUNCEMENTS

1. City Manager's Announcements

2. Councilmembers' Announcements/Reports

3. Mayor's Announcements

8. FUTURE AGENDA ITEMS

9. CLOSED SESSION (NONE)

10. CLOSED SESSION REPORT
Closed Session: A "Closed" or "Executive" Session of the City Council, Successor Agency, or Public Finance Authority may be held as required for items as follows: personnel matters; labor negotiations; security matters; providing instructions to real property negotiators; legal counsel regarding pending litigation; and protection of records exempt from public disclosure.

Closed session will be held in the Administration Building at 155 W. Durian Avenue and any announcements or discussion will be held at the same location following Closed Session.

11. ADJOURNMENT

STAFF REPORT - CITY COUNCIL/SUCCESSOR AGENCY/PUBLIC FINANCE

AUTHORITY
Subject: PUBLIC HEARING TO DISCUSS & APPROVE SUBMITTAL OF A 2022

COMMUNITY DEVELOPMENT BLOCK GRANT APPLICATION
(CDBG); APPROVAL OF HOUSING AND HOUSING REHAB
GUIDELINES; AND CDBG/CV1 GRANT CLOSEOUT
Meeting Date: June 16, 2022
From: Marissa Trejo, City Manager
Prepared by: Marissa Trejo, City Manager
I. RECOMMENDATION:

1. Open the public hearing to accept comments on the City’s proposed submittal of an application to apply for the 2022 State Community Development Block Grant (CDBG) Notice of Funding Availability (NOFA), and adopt resolution 4098 approving the submittal of a 2022 CDBG application

2. Adopt resolution 4099 adopting Housing Rehabilitation Guidelines and the Homebuyer Acquisition with or without Rehabilitation Guidelines.

3. Accept the 20-CDBG-CV1-00037 grant close out with the CA Department of Housing and Community Development
II. BACKGROUND:
2022 CDBG NOGA
CDBG Program regulations require that the City conduct a public hearing on all CDBG-related matters to provide for and encourage citizen participation, particularly by low and moderate income persons who reside in areas in which CDBG funds are used. Therefore, when the public hearing is opened, the public will be invited to comment on the City’s proposed submittal of a 2022 CDBG Grant application A public notice was published in the June 4, 2022 , issue of the Hanford Sentinel notifying the public of this public hearing.

HCD released a NOFA announcing the availability of CDBG Program funds in April 2022. The City is preparing to apply and submit an application for Housing Rehabilitation and Homebuyer Acquisition with our without Rehabilitation.

Eligible activities available in the 2022 NOFA must benefit low- and moderate-income Californians and include: Housing Assistance Programs (Single-Family Homeownership Assistance, and Single-Family Housing Rehabilitation); Public Service programs, Planning Studies, Economic Development Business Assistance and Microenterprise activities. The City may apply for a maximum of $1,500,000 for a maximum of three activities.

As a part of the Homebuyer and Housing Rehabilitation Program, the City must have adopted program guidelines prior to submission of the application which outlines eligibility of the property owner, the property, allowable expenses, as wellas the terms of the loans/grants. The draft guidelines have been provided as a part of this report and should be posted on the City’s website to encourage citizen input.

Closeout of 20-CDBG-CV1-00037
The City was awarded $86,343 in federal funds and $65,253 in non-federal funds (Program Income) were used for a total of $151,596 in CDBG-CV1 funds in May 2021 in response to the pandemic to aid families affected by Covid-19. Program Income funds were expended first before grant funds were used. Relief in the form of subsistence payments which included electricity, gas, water, trash, and broadband was provided to eligible applicants. Applications were received from a total of one-hundred eighteen families, forty-seven families received assistance, and seventy applications were denied. Applications denied are primarily due to applicants not responding to requests for documents.

Very low income: 22
Low income: 15
Moderate: 10
Female Head of Household: 24
Seniors: 3
Disabled: 2
Budget Total Expenses Disencumbered Funds
TotalAdmin: $25,008 $24,159 $849
Total Implementation &
Subsistence Payments $126,932 $127,781 $(849)
TotalAward: $151,596 $151,940 $ 0
The City has overexpanded funds in the amount of $344 under this grant and is in the process of the submitting the final closeout documents. There will be no disencumbering of funds since all funds under this grant were expended. The grant expired on May 7, 2022.

III. DISCUSSION:

The City is proposing to apply for CDBG funds for the following two (2) activities:

Housing Rehabilitation Program $500,000
Homebuyer Assistance Program $500,000
$1,000,000
When the Public Hearing is opened, citizens are encouraged to ask questions and/or comment on the proposed activities/application or on any aspect of the CDBG Program. Citizens are also invited to submit written comments to the City or to review information on the City’s CDBG Program at City Hall, 155 W.

Durian Ave, Coalinga, CA 93210. Write or The City Clerk, at the same address.

IV. ALTERNATIVES:

V. FISCAL IMPACT:

The cost for preparation of the CDBG applications by Self-Help Enterprises is $3,000.

ATTACHMENTS:

File Name Description
Coalinga_2022_CDBG_App_Reso_4098_Appendix_D.docx Coalinga 2022 CDBGApp Reso 4098 Coalinga__2022_CDBG_Guideline_Resolution_4099.docx Coalinga 2022 CDBG Guideline Resolution 4099 Coalinga_-_City_of_-
_Homebuyer_Acquisition_With_or_Without_Rehabilitation_Program_Guidelines_- _Approved_03-10-2022.pdf
Coalinga - City of - Homebuyer Acquisition With or
Without Rehabilitation Program Guidelines - Approved
03-10-2022
Coalinga_-_City_of_-_Rehabilitation_Program_Guidelines_-_Approved_03-10- 2022.pdf
Coalinga - City of - Rehabilitation Program Guidelines - Approved 03-10-2022
RESOLUTION NO.4098

A RESOLUTION APPROVING AN APPLICATION FOR FUNDING AND THE

EXECUTION OF A GRANT AGREEMENT AND ANY AMENDMENTS
THERETO FROM THE 2022-2023 FUNDING YEAR OF THE STATE CDBG

PROGRAM
BE IT RESOLVED by the City Council of the City of Coalinga as follows:

SECTION 1:

The City Council has reviewed and hereby approves the submission to the State of California of one or more application(s) in the aggregate amount, not to exceed, of $_1,000,000__ for the following CDBG activities, pursuant to the April 2022 CDBG NOFA:

List activities and amounts (activity totals should include Activity Delivery dollars and General Administration associated with the activity)
Activity (i.e. Public Services, Housing
Rehabilitation)
Dollar Amount Being Requested for
the Activity
Housing Rehabilitation $500,000
Homebuyer Assistance $500,000
SECTION 2:

The City hereby approves the use of Program Income in an amount not to exceed $0 for the CDBG activities described in Section 1.

SECTION 3:

The City acknowledges compliance with all state and federal public participation requirements in the development of its application(s).

SECTION 4:

The City hereby authorizes and directs the City Manager, or designee*, to execute and deliver all applications and act on the City’s behalf in all matters pertaining to all such applications.

SECTION 5:

If an application is approved, the City Manager, or designee*, is authorized to enter into, execute and deliver the grant agreement (i.e., Standard Agreement) and any and all subsequent amendments thereto with the State of California for the purposes of the grant.

SECTION 6:

If an application is approved, the City Manager, or designee, is authorized to sign and submit Funds Requests and all required reporting forms and other documentation as may be required by the State of California from time to time in connection with the grant. *********************************************
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Coalinga held on the 16st day of June 2022 by the following vote:

AYES:

ABSENT:

NOES:

ABSTAIN:

APPROVED:

Ron Ramsey, Mayor, City of Coalinga

STATE OF CALIFORNIA
City of Coalinga
I, , City Clerk of the City of Coalinga, State of
California, hereby certify the above and foregoing to be a full, true and correct copy of a resolution adopted by said City Council on this 21st day of January, 2021.

Shannon Jensen, City Clerk of the City of
Coalinga, State of California
Department of Housing and Community Development
Revised 10/15/21 2022 CDBG NOFA
RESOLUTION NO.4099
A RESOLUTION APPROVING THE ADOPTION OF THE CDBG SINGLEFAMILY HOUSING REHABILITATION PROGRAM GUIDELINES AND

HOMEBUYER ACQUISITION WITH OR WITHOUT REHABILITATION

GUIDELINES
BE IT RESOLVED by the City Council of the City of Coalinga as follows:

SECTION 1:

The City Council has reviewed and hereby approves the CDBG Single-Family Housing Rehabilitation Program Guidelines and Homebuyer Acquisition with or without Rehabilitation Guidelines.

SECTION 2:

The City acknowledges compliance with all state and federal public participation requirements in the development of its guidelines.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Coalinga held on May by the following vote:

Instruction: Fill in all four vote-count fields below. If none, indicate “0” for that field. *********************************************
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Coalinga held on the 16 th day of June 2022 by the following vote:

AYES:

ABSENT:

NOES:

ABSTAIN:

APPROVED:

Ron Ramsey, Mayor, City of Coalinga
Department of Housing and Community Development
Revised 10/15/21 2022 CDBG NOFA

STATE OF CALIFORNIA
City of Coalinga
I, , City Clerk of the City of Coalinga, State of
California, hereby certify the above and foregoing to be a full, true and correct copy of a resolution adopted by said City Council on this 16th day of June 2022.

Shannon Jensen, City Clerk of the City of
Coalinga, State of California
Note: The attesting officer cannot be the person identified in the Resolution as the authorized signer.

City of Coalinga

Homebuyer
Acquisition Only/
Acquisition with Rehabilitation
Program Guidelines
For:

HOME Investment Partnerships Program
Community Development Block Grant
(CDBG) Program
CalHome Program
Serving the City of Coalinga
CalHome Approved (date)
CDBG Approved (date)
HOME Approved (03/10/2022)

HOMEBUYER PROGRAM GUIDELINES
Table of Contents

1.0. GENERAL

1.1. PROGRAM OUTREACH AND MARKETING

1.2. APPLICATION PROCESS AND SELECTION

1.3. THE HOME PURCHASE PROCESS

1.4. HOMEBUYER COSTS

1.5. HOMEBUYER EDUCATION

1.6. CONFLICT OF INTEREST REQUIREMENTS

1.7. NON-DISCRIMINATION REQUIREMENTS

2.0. APPLICANT QUALIFICATIONS

2.1. CURRENT INCOME LIMITS

2.2. INCOME QUALIFICATION CRITERIA

2.3. DEFINITION OF AN ELIGIBLE HOMEBUYER

3.0. HOUSING UNIT ELIGIBILITY

3.1. LOCATION AND CHARACTERISTICS

3.2. CONDITIONS

3.3 ACQUISITION WITH REHABILITATION PROCESS

3.4. ANTI-DISPLACEMENT POLICY AND RELOCATION ASSISTANCE

3.5. PROPER NOTIFICATION AND DISCLOSURES

4.0. PURCHASE PRICE LIMITS

5.0. THE PRIMARY LOAN

5.1 QUALIFYING RATIOS

5.2 INTEREST RATE

5.3 LOAN TERM

5.4 IMPOUND ACCOUNT

6.0. THE PROGRAM LOAN

6.1 MAXIMUM AMOUNT OF PROGRAM ASSISTANCE

6.2 NON-RECURRING CLOSING COSTS

6.3 AFFORDABILITY PARAMETERS FOR HOMEBUYERS

6.4 RATES AND TERMS FOR PROGRAM LOANS

6.5 LOAN-TO-VALUE RATIO

7.0. PROGRAM LOAN REPAYMENT

7.1. PAYMENTS ARE VOLUNTARY

7.2. RECEIVING LOAN REPAYMENTS

7.3. DUE UPON SALE OR TRANSFER

7.4. LOAN SERVICING POLICIES AND PROCEDURES

7.5. LOAN MONITORING PROCEDURES

8.0. PROGRAM LOAN PROCESSING AND APPROVAL

8.1. COMPLETION OF UNDERWRITING AND APPROVAL OF PROGRAM LOAN

8.2. PRIMARY AND PROGRAM LOAN DOCUMENT SIGNING

8.3. ESCROW PROCEDURES

9.0. SUBORDINATE FINANCING

10.0. EXCEPTIONS AND SPECIAL CIRCUMSTANCES

10.1. DEFINITION OF EXCEPTION

10.2. PROCEDURES FOR EXCEPTIONAL CIRCUMSTANCES

11.0. DISPUTE RESOLUTION AND APPEALS PROCEDURE

TABLE OF CONTENTS (CONTINUED)

ATTACHMENTS
ATTACHMENT A: 24 CFR PART 5 ANNUAL INCOME INCLUSIONS AND EXCLUSIONS ATTACHMENT B: ANNUAL INCOME NET FAMILY ASSET INCLUSIONS AND EXCLUSIONS ATTACHMENT C: MAXIMUM PURCHASE PRICE/AFTER-REHAB VALUE LIMITS; HOME PER UNIT SUBSIDY LIMITS; CURRENT INCOME LIMITS
ATTACHMENT D: LOAN SERVICING POLICIES AND PROCEDURES
ATTACHMENT E: SELLER'S LEAD-BASED PAINT DISCLOSURE
ATTACHMENT F: DISCLOSURE TO SELLER WITH VOLUNTARY, ARM'S-LENGTH

PURCHASE OFFER
ATTACHMENT G: INSTRUCTIONS TO HOMEBUYER
ATTACHMENT H: LEAD-BASED PAINT NOTICE OF PRESUMPTION AND HAZARD REDUCTION FORM
ATTACHMENT I: HOMEBUYER PROGRAM LEAD COMPLIANCE DOCUMENT CHECKLIST ATTACHMENT J: ACQUISITION WITH REHABILITATION CONSTRUCTION CONTRACT ATTACHMENT K: CONSTRUCTION PAYMENT REQUEST

CITY OF COALINGA

HOMEBUYER PROGRAM GUIDELINES

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 homebuyer programs. The homebuyer program described herein (the “Program”) is designed to provide assistance to eligible homebuyers in purchasing homes, also referred to herein as “housing units”, located within the Program’s eligible area, as described in Section 3.1.A. The Program provides this assistance in the form of deferred payment “silent” second priority loans as “Gap” financing toward the purchase price and closing costs of affordable housing units that will be occupied by the homebuyers as their primary residence. The Program will be administered by Self-Help Enterprises, (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. 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 Program-eligible area and will be provided to any local social service agencies. The Program may sponsor homebuyer seminars to help educate homebuyers about the home buying process and future responsibilities. Persons who have participated in local homebuyer seminars will be notified about the Program.

B. The Program Operator will work with local real estate agents and primary lenders to explain the Program requirements for eligible housing units and homebuyers, and to review Program processes. Local real estate agents and primary lenders will also be encouraged to have their customers participate in the Program.

C. 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 ensure effective communication with disabled housing applicants, residents and members of the public.

1.2. APPLICATION PROCESS AND SELECTION
A. The Sponsor maintains a waiting list of applicants. When applicants are placed on the list, they are sent a Program Brochure and Instructions to Homebuyer (Attachment G) and directed to the Program Operator’s HUD- and CalHomeapproved Homebuyer Counseling and Education Program. Each applicant must participate in the Homebuyer Counseling and Education Program and receive a certificate of completion to be eligible for the Sponsor’s Homebuyer Program.

B. Each applicant must participate in individual Housing Counseling as required by 24 CFR §92.254(a)(3) and 24 CFR §5.100 – 5.111, to be provided by a HUDcertified homebuyer counselor employed by an entity approved by HUD to provide housing counseling.

Housing counseling is independent, expert advice customized to the need of the consumer to address the consumer's housing barriers and to help achieve their housing goals, and must include the following processes: Intake; financial and housing affordability analysis; an action plan, except for reverse mortgage counseling; and a reasonable effort to have follow-up communication with the client when possible. The content and process of housing counseling must meet the standards outlined in 24 CFR part 214, which include:
• addressing unique financial circumstances or housing issues • focusing on ways of overcoming specific obstacles to achieving a housing goal such as repairing credit
• addressing a rental dispute, purchasing a home, locating cash for a down payment, and being informed of fair housing and fair lending requirements of the Fair Housing Act
• finding units accessible to persons with disabilities • avoiding foreclosure
• resolving a financial crisis
• except for reverse mortgage counseling, all counseling shall involve the creation of an action plan.

Acceptable forms of housing counseling include in-person, phone, and/or internet, as long as the client and counselor can have an individualized dialogue, with guidance and advice tailored to client’s needs. This includes creating a client budget, financial analysis, an action plan, and referrals to relevant resources such as down payment assistance programs or legal services
A copy of each borrowers’ certificate of completion must be placed into each homebuyer file maintained by the Program Operator.

C. Once the applicant’s name comes to the top of the waiting list, a phone interview is conducted to gather sufficient information concerning household size and composition, income, employment, and credit history to establish preliminary eligibility for Program participation. The potential homebuyer is advised to interview and compare lenders to start the pre-qualification process for a primary loan. Potential homebuyers are advised that funds will be available on a firstcome, first-served basis upon receipt of a complete application package and prequalification letter from the applicant’s primary lender.

D. The Program Operator will provide an income and asset form, submission, and lender cover letter to the potential homebuyer’s primary lender for completion. In addition to these documents, the primary lender must submit a complete application package and pre-qualification letter to the Program Operator on behalf of the applicant. Complete applications are processed on a first-come, first-served basis. Applications are deemed complete only if all information is completed the application is signed and dated, and a primary lender’s pre=qualification information is included. Incomplete applications are returned to the primary lender and will not be date/time stamped until complete.

E. Upon eligibility confirmation, the Program Operator will send both the potential homebuyer and primary lender the following documents: pre-qualification letter Program Brochure, Attachment (G) Instructions to Homebuyer, List of Participating Lenders, Attachment (E) Seller’s Lead-Based Paint Disclosure and the EPA Booklet (Protect Your Family from Lead in Your Home) and (F) Notice to Seller.

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.

F. The potential homebuyer is given 90 days in order to find a qualified home and begin securing a primary loan for the housing unit. If during the 90-day time frame, the potential homebuyer is unable to purchase a home, an extension may be given. However, if it appears the potential homebuyer cannot participate in the Program, the reservation of funds expires and the next person on the waiting list is given an opportunity to participate in the Program.

1.3. THE HOME PURCHASE PROCESS
A. The following is a simplified example of how a primary lender would analyze a homebuyer’s finances to determine how much the homebuyer could afford to borrow from the primary lender towards homeownership.

DEBT SERVICE
FOR A FAMILY OF FOUR EARNING $3,388 PER MONTH

HOUSING PAYMENTS TOTAL OVERALL PAYMENTS
Principal & Interest Payment $ 865 $1,180 Housing
Insurance 82 +200 Other Debt Service
Taxes 233 $1,380 Total Debt Service
Total Housing Expense $1,180 (Overall debt service per month is 41% of $3,388) (PITI is 35% of $3,388)

OTHER HOUSEHOLD DEBT SERVICE
Car Payment $ 150
Credit Card Payment 50
Total Other Debt $ 200
A $865 per month loan payment equates to borrowing $143,000 at 5.88% for a 30 year term.

SUBSIDY CALCULATION
FOR A FAMILY OF FOUR EARNING $3,388 PER MONTH
Purchase Price of Property $ 280,000
Less Primary loan amount 143,000
Less down payment of 1% 2,800

Equals “GAP” $ 134,200
Plus estimated allowable settlement charges 8,400
Equals Total Subsidy $ 142,600
B. The housing unit selection process will be conducted by the homebuyers. Prior to making an offer to purchase an eligible housing unit (see Section 3.0), homebuyer shall provide seller with a disclosure containing the following provisions:
1) Homebuyer has no power of eminent domain and, therefore, will not acquire the property if negotiations fail to result in an amicable agreement; 2) Homebuyer’s offer is an estimate of the fair market value of the housing unit, to be finally determined by a state-licensed appraiser; 3) The housing unit will be subject to inspection. The housing unit must comply with local codes at the time of construction and local health and safety standards;
4) All housing units built prior to January 1, 1978, will require a lead paint disclosure to be signed by both the homebuyer and Seller (Attachment E); 5) Since the purchase would be voluntary, the seller would not be eligible for relocation payments or other relocation assistance;
6) The seller understands that the housing unit must be either: currently owneroccupied, newly constructed, or vacant for three months prior to submission of the purchase offer;
7) If the seller is not provided with a statement of the above six provisions prior to the purchase offer, the seller may withdraw from the agreement after this information is provided.

C. Applicant submits executed standard form purchase and sale agreement and primary lender prequalification letter to Program Operator. The purchase and sale agreement will be contingent on the household and housing unit meeting Program eligibility requirements and receiving Program loan approval. Program Operator verifies applicant eligibility, housing unit and loan eligibility and amount of assistance to be provided consistent with these guidelines.

D. Program Operator, where Program Operator is not the Sponsor, submits recommendation to the Sponsor for approval or denial, including the reasons for the recommendation. Sponsor determines Applicant’s approval or denial, and instructs Program Operator to notify Applicant. Program Operator provides written notification to Applicant of approval or denial with reason and, if denied, a copy of the Program’s appeal procedures.

E. When Primary Lender requirements are met, Program funds are deposited into escrow, with required closing instructions and loan documents.

F. At the time of escrow closing, the Sponsor shall be named as an additional loss payee on fire, flood (if required), and extended coverage insurance for the length of the loan and in an amount sufficient to cover all encumbrances or full replacement cost of the housing unit. A policy of Title Insurance naming the Sponsor as insured is also required.

1.4. HOMEBUYER COSTS
A. Eligible households must document that they have the funds necessary for down payment and closing costs as required by the Primary Lender and the Sponsor. The Program’s down payment requirement (below) is in place even if the Primary Lender has a lower down payment requirement. If the Primary Lender has a higher down payment requirement, there is no additional down payment requirement required by the Program.

B. Homebuyer must contribute a minimum down payment of one percent (1%) of the purchase price, but may contribute more if desired.

C. Sponsor will not provide a subsidy that is greater than the amount of the primary mortgage The subsidy will write down the cost of the primary lender’s loan so that the payments of principal, interest, taxes, insurance, and mortgage insurance and HOA dues, if any, are within approximately 25 to 35% of the gross monthly household income. The Program Operator will determine the level of subsidy and affordability during underwriting of the Program’s loan to make sure that it conforms to the requirements of the HCD funding Program.

1.5. HOMEBUYER EDUCATION
Buying a home can be one of the most confusing and complicated transactions anyone can make. Providing the future homebuyer with informative homebuyer education training can bring success to the Sponsor, Program Operator, the Program and most importantly, the homebuyer. It has been documented that first-time homebuyers that have had homebuyer counseling have the ability to handle problems that occur with homeownership.

All Program participants are required to receive housing counseling prior to Program approval, provided by a HUD-certified housing counselor who works for an organization certified by HUD to perform housing counseling. A list of such counseling entities can be accessed here:
https://apps.hud.gov/offices/hsg/sfh/hcc/hcs.cfm?searchstate=CA&filterLng=&filterSvc= &filterMultiState=&searchName=&searchCity=&searchZip=&searchService=PPC&searc hLang=&searchAffiliation=&webListAction=Search.

See Section 1.2.B. above for housing counseling requirements.

1.6. 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, and for CalHome-funded programs, the applicable Conflict of Interest requirements of Public Contract Code sections 10410, 10411, and 10430 (e) shall be followed.. Section 92.356 of the HOME Final Rule shall be followed for HOME assistance, 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 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 project.

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 project. 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.

1.7. NON-DISCRIMINATION REQUIREMENTS
The Program will be implemented in ways consistent with the Sponsor’s commitment to non-discrimination. No person shall be excluded from participation in, denied the benefit of, or be subject to discrimination under any program or activity funded in whole or in part with State funds on the basis of his or her religion or religious affiliation, age, race, color, creed, gender, sexual orientation, marital status, familial status (children), physical or mental disability, national origin, or ancestry, or other arbitrary cause.

2.0 APPLICANT QUALIFICATIONS

2.1. CURRENT INCOME LIMITS FOR THE AREA, BY HOUSEHOLD SIZE All applicants 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. (See Attachment C for current 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.

2.2. 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, 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. The Program Operator should compare this annual gross income to the income the Primary Lender used when qualifying the household. The Primary Lender is usually underwriting to FHA or conventional guidelines and may not calculate the household income or assets in the same way as required by the Program. 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 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.

See Attachment A: 24 CFR Part 5 Annual Income Inclusions and Exclusions B. ASSETS:

There is no asset limitation for participation in the Program. Income from assets, however, is 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, for example, penalties or fees for converting financial holdings, and costs for selling real property. The cash value (rather than the market value) of an item is counted as an asset. For CalHome, 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. DEFINITION OF AN ELIGIBLE HOMEBUYER
For CDBG, an eligible homebuyer means an individual or individuals or an individual and his or her spouse who meets the income eligibility requirements and is/are not currently on title to real property. Persons may be on title of a manufactured home unit, who are planning to sell the unit as part of buying a home located on real property. Documentation of homebuyer status will be required for all homebuyers. CDBG-funded programs may assist eligible homebuyers who are not “first-time” homebuyers.

HOME and CalHome-funded programs are required to use the following definition of an eligible homebuyer, which is a “first-time homebuyer” from 8201(m) Title 25 California Code of Regulations:
“First-time homebuyer” means an individual or individuals or an individual and his or her spouse who have not owned a home during the three-year period before the purchase of a home with subsidy assistance, except that the following individual or individuals may not be excluded from consideration as a first-time homebuyer under this definition:

1. a displaced homemaker who, while a homemaker, owned a home with his or her spouse or resided in a home owned by the spouse. A displaced homemaker is an adult who has not, within the preceding two years, worked on a full-time basis as a member of the labor force for a consecutive twelve-month period and who has been unemployed or underemployed, experienced difficulty in obtaining or upgrading employment and worked primarily without remuneration to care for his or her home and family;

2. a single parent who, while married, owned a home with his or her spouse or resided in a home owned by the spouse. A single parent is an individual who is unmarried or legally separated from a spouse and has one or more minor children for whom the individual has custody or joint custody or is pregnant; or

3. an individual or individuals who owns or owned, as a principal residence during the three-year period before the purchase of a home with assistance, a dwelling unit whose structure is:
a. not permanently affixed to a permanent foundation in accordance with local or state regulations; or
b. not in compliance with state, local, or model building codes and cannot be brought into compliance with such codes for less than the cost of constructing a permanent structure.

3.0. HOUSING UNIT ELIGIBILITY

3.1. LOCATION AND CHARACTERISTICS
A. Housing units to be purchased must be located within the eligible area. The eligible area is described as follows: “Within the City of Coalinga.” B. Housing unit types eligible for the homebuyer Program are new or previously owned single-family residences; condominiums; or manufactured homes in mobilehome parks, in common-interest developments or on a single-family lot and placed on a permanent foundation system. HOME does not allow manufactured homes unless on a permanent foundation system.

C. All housing units must be in compliance with State and local codes and ordinances.

D. Housing units located within a 100-year flood zone will be required to provide proof of flood insurance with an endorsement naming the Sponsor as loss payee in order to close escrow.

E. Housing must be “modest”, in accordance with the federal HOME regulations at 24 CFR Part 92.254(a)(2).

3.2. CONDITIONS
A. Construction Inspection and Determining Need for Repairs.

Once the participating homebuyer has executed a purchase agreement for a housing unit, and prior to a commitment of Program funds, the following steps must be taken for the housing unit to be eligible for purchase under the Program:
1) When the Sponsor’s Program utilizes Federal funds and if the housing unit was constructed prior to 1978 then the lead-based paint requirements of Section 3.2.C will apply.
2) The Program Operator, a certified housing inspector, or a Sponsor representative will walk through the housing unit, determine if it is structurally sound, and identify any code related and health and safety deficiencies that need to be corrected. A list of code related repair items will be given to the homebuyers and their Realtor to be negotiated with the seller. Only new construction and homes built within the previous 12 months and not previously occupied are not subject to a home inspection.

If there are one or more health and safety deficiencies, and/or violations of applicable building codes noted in the written report, the Sponsor will approve the subsidy only if:
a. Repair prior to close of escrow. The buyer and seller agree to make necessary repairs to the dwelling unit prior to transfer of property ownership at their own expense; or
b. HOME acquisition and rehabilitation loan. If HOME funds are available, the buyer may use some of the Sponsor’s First-Time Homebuyer loan and other funds to make necessary and other repairs, to a maximum of 100% combined loan-to-value, unless up to 105% based on the purchase transaction. All health and safety hazards and code violations must be addressed under this option. Examples of allowable expenses include, but are not limited to: foundation repair, electrical repair or rewiring, plumbing or sewer repair, roof repair or replacement, heating and cooling system installation or repair, water damage repair, and repair of structurally-significant damaged wood. Weatherization, energy-related improvements and General Property Improvements are allowable, but General Property Improvements are limited under the HOME Program to a maximum of 15% of the overall rehabilitation cost. Buyers should note that the use of any Program funds for rehabilitation on a home built before 1978 may incur additional lead-based paint testing. Hiring of a contractor and completion of repairs will be conducted in accordance with the section entitled “Acquisition with Rehabilitation Process” below. 3) With the exception of 1)b. above, upon completion of all work required by the Program Operator, Sponsor, appraiser, pest inspector and/or certified housing inspector, a final inspection will be conducted prior to close of escrow. The inspector will sign off on all required construction work assuring that each housing unit receiving Program assistance is in compliance with local codes and health and safety requirements at the time of purchase and prior to occupancy.

B. Per Section 8208 of the State HOME regulations, no additional HOME assistance, including rehabilitation funds, may be provided during the period starting one year following the filing of the Project Completion Report through the end of the Affordability Period.

The HOME Affordability Period is as follows (amount does not include Activity Delivery Costs paid to the State Recipient by HCD):

Amount of HOME Assistance Period of Affordability in Years Under $15,000 5 years
$15,000 to $40,000 10 years
Over $40,000 15 years
C. Lead-Based Paint Hazards: All housing units built prior to 1978 for which HOME or CDBG funding is anticipated are subject to the requirements of this section 3.2.C.

Such homes must undergo a visual assessment by a person who has taken HUD’s online Visual Assessment course. Deteriorated paint must be stabilized using work safe methods. Clearance must be obtained after paint stabilization by a DHS certified LBP Risk Assessor/Inspector. HOME and CDBG general administrative and activity delivery funds may be used to pay for lead-based paint visual assessments, and if lead mitigation and clearance costs are incurred, these programs may incorporate the costs into the calculation of Program assistance.

The following requirements must be met:
1) Notification: a) Prior to homebuyer’s obligation to purchase a pre-1978 home, the Buyer will be given the most recent copy of and asked to read the EPA pamphlet “Protect Your Family From Lead in Your Home”. (EPA 747-K-94-001). A signed receipt of the pamphlet will be kept in the Sponsor’s homebuyer file; b) A notice to residents is required following a risk assessment/inspection using form DHS 8552, which is provided by the DHS-certified Risk Assessor/Inspector; c) a notice to residents is required following lead-based paint mitigation work using Visual Assessment and Lead-based Paint Notice of Presumption and Hazard Reduction form, LBP – 1 (Attachment H).
2) Disclosure: Prior to the homebuyer’s obligation to purchase a pre-1978 housing unit, the HUD disclosure (Attachment E), “Seller’s Lead-based Paint Disclosure” notice must be provided by the seller to the homebuyer. 3) Inspections: The Inspector shall conduct a “Visual Assessment” of all the dwelling unit’s painted surfaces in order to identify deteriorated paint. All deteriorated paint will be stabilized in accordance with CFR 35.1330 (a) and (b); and a Clearance shall be made in accordance with CFR 35.1340.
4) Mitigation: If stabilization is required, the contractor performing the mitigation work must use appropriately trained workers. Prior to the contractor starting mitigation work the Program Operator shall obtain copies of the contractor’s and workers’ appropriate proof of LBP training, as applicable to the job in order to assure that only qualified contractors and workers are allowed to perform the mitigation.

D. The Program Operator will: 1) confirm that the housing unit is within the eligible area, 2) will review each proposed housing unit to ensure that it meets all eligibility criteria before funding, and 3) ensure a completed Lead Compliance Document Checklist is placed in each purchaser’s file (see Attachment I).

3.3. ACQUISITION WITH REHABILITATION PROCESS
As noted above, when HOME funding is available for First-Time Homebuyer assistance, funds (from all sources) may be used to bring the unit into compliance with health and safety standards and/or to correct code violations. If such repairs are required, a portion of this money may be used to make accessibility modifications for a household member with a disability. Weatherization, energy-related improvements and General Property Improvements are allowable, but General Property Improvements are limited under the HOME Program to a maximum of 15% of the overall rehabilitation cost.

IMPORTANT: No later than six (6) months following close of escrow, repairs to the housing unit must address ALL health and safety and code issues, to be in compliance with HOME regulations; otherwise, the loan becomes due and payable.

If a portion of the Program loan is used for acquisition with rehabilitation, the following process will be followed:
• The buyer will be responsible for obtaining three (3) bids from qualified licensed contractors. The Sponsor’s Program Operator has a list of qualified contractors, or the applicant may solicit bids from other licensed contractors if they meet the standards described below.
• Any funds used for rehabilitation on homes built prior to 1978 will require testing for lead based paint. If the total rehabilitation funds are equal to or less than $5,000, all surfaces disturbed during rehabilitation and lead hazard reduction must be repaired using safe work practices. If total rehabilitation is between $5,000 and $10,000, lead based paint must either be presumed to be present or testing and risk assessment are required. Lead hazard reduction activities must be conducted using safe work practices. The Sponsor will provide a grant to cover all expenses incurred as a result of lead based paint as noted in the section entitled Lead Based Paint Standards below.
• Contractors must hold a current and valid State of California General Contractor’s license if the work consists of correction of health and safety issues or code violations. For accessibility modifications, the Sponsor may exercise discretion regarding contractors’ requirements. The contractor may not be on the State or Federal debarred contractor lists. The contractor must have current and valid general liability and workmen’s compensation insurance if applicable. The contractor must provide a one-year warranty for the work per State regulations. • The buyer will review the bids with the Program Operator to ensure that the scope of work will correct any deficiencies, that it only includes allowable expenses and that the bids are reasonable, competitive and complete. • The applicant will select a contractor from one of the Sponsor’s/Program Operator’s approved bids. All bidding contractors will be notified of the status of their proposals.
• The applicant will enter into a contract with the contractor (see Attachment J). • The contractor will be responsible for securing all required permits for the scope of work.
• Work may not commence until the close of the acquisition loan. • As work progresses, the contractor shall provide the buyer with a completed Payment and Construction Approval form (Attachment K) to request progress payments as outlined in the contract terms. The form must be signed by the contractor, the buyer, and the Program Operator before a payment may be issued to the contractor.
• Final payment of a 10% retention will be released to contractor once the contractor submits the following to the Program Operator: (1) lien releases from any subcontractors, material suppliers, and laborers; (2) final or signed off Building Inspection card for contracted work (if applicable); (3) Notice of Completion.

3.4. ANTI-DISPLACEMENT POLICY AND RELOCATION ASSISTANCE Eligible homes will be those that are currently owner-occupied or have been vacant for three months prior to the acceptance of a contract to purchase. A unit is ineligible if its purchase would result in the displacement of a tenant. It is not anticipated that the implementation of the Program will result in the displacement of any persons, households, or families.

However, if tenant-occupied homes are included in the Program and relocation becomes necessary, the activity will be carried out in compliance with Sponsor’s relocation plan, which describes how those permanently displaced will be relocated and paid benefits in accordance with the following Federal laws.

A. Uniform Relocation Assistance (URA) and Real Property Acquisition Policies Act of 1970
The federal URA and Real Property Acquisition Policies, as amended by the URA Amendments of 1987, contains requirements for carrying out real property acquisition or the displacement of a person, regardless of income status, for a project or program for which HUD financial assistance (including CDBG and HOME) is provided. Requirements governing real property acquisition are described in Chapter VIII. The implementing regulations, 49 CFR Part 24, require developers and owners to take certain steps in regard to tenants of housing to be acquired, rehabbed or demolished, including tenants who will not be relocated even temporarily.

B. Section104(d) of the Housing and Community Development Act of 1974 Section 104(d) requires each contractor (CHDO or State Recipient), as a condition of receiving assistance under HOME or CDBG, to certify that it is following a residential anti-displacement plan and relocation assistance plan. Section 104(d) also requires relocation benefits to be provided to low-income persons who are physically displaced or economically displaced as the result of a HOME or CDBG assisted project, and requires the replacement of low-income housing, which is demolished or converted. The implementing regulations for Section 104(d) can be found in 24 CFR Part 570(a).

3.5. PROPER NOTIFICATION AND DISCLOSURES
A. Upon selection of a housing unit, a qualified seller and homebuyer will be given the necessary disclosures for the Program. The homebuyer must have read and signed all Program disclosure forms. Any and all property disclosures must be reviewed and signed by the homebuyer and seller.

B. All owners who wish to sell their housing units must receive an acquisition notice (Attachment F) prior to submission of the homebuyer’s original offer. This notice will be included in the contract and must be signed by all owners on title. The disclosure must contain the items listed in 1.3.B. (required for federally-funded programs).

4.0. PURCHASE PRICE LIMITS
For HOME, the purchase price limits for this Program shall not exceed the HOME Homeownership Value Limit for Sponsor’s County as updated by HCD.

Note: For CalHome-funded loans, the home purchase price is limited as follows: The purchase price cannot exceed 100% of the area median purchase price as established by comparable sales or information provided by the California Real Estate Association at https://www.car.org/en/marketdata/data/countysalesactivity Attachment C: HOME HOMEOWNERSHIP VALUE LIMIT *Sponsor will update these limits annually as HCD provides new information.

5.0. THE PRIMARY LOAN
Prior to obtaining a loan from the Sponsor, a homebuyer must provide evidence of approval for the maximum amount the Primary Lender is willing to loan (the “primary loan”), which is limited by the maximum debt-to-income ratio identified herein.

5.1 QUALIFYING RATIOS
The front-end (housing) debt-to-income ratio shall be between 25% and 35% and is the percentage of a borrower’s gross monthly income (before deductions) that would cover the cost of the loan principal and interest payment, property taxes, property insurance, mortgage insurance, and HOA dues, if any.

The back-end (total) debt-to-income ratio shall be between 28% and 42% and is the percentage of a borrower’s gross monthly income that would cover the cost of housing as described in the paragraph above, plus any other monthly debt payments like car or personal loans and credit card debt, as well as child support and alimony payments.

Note: Qualifying ratio guidelines can be somewhat flexible depending on the loan-tovalue ratios. The higher the LTV, the more conservative the ratios should be. A qualifying ratio higher than the guidelines may be acceptable if there are compensating factors. Some examples of compensating factors are: 1) the prospective homebuyer has successfully demonstrated that over a minimum 12-month period the ability to pay housing costs equal to or greater than the proposed monthly housing costs for the home to be purchased; 2) the prospective homebuyer is a limited user of credit and they show a history of being able to save money; 3) there will be no more than a 5% increase in the prospective homebuyer’s housing expense. These exceptions will be approved by the Sponsor’s loan committee and documented for the file.

5.2 INTEREST RATE
As is required by the HOME NOFA, the primary loan must have a fixed interest rate that does not exceed, by greater than one percent, the FNMA 90-day rate, found at:
https://singlefamily.fanniemae.com/pricing-execution/historical-daily-required-net-yields.

The applicable FNMA rate should be from the date the primary mortgage rate was locked, or else the date of HOME loan approval. No temporary interest rate buy-downs are permitted.

5.3 LOAN TYPE AND TERM
The primary loan shall be fully amortized and have a term “all due and payable” in no fewer than 30 years. There shall not be a balloon payment due before the maturity date of the Program loan.

5.4 IMPOUND ACCOUNT
All households will be required to have impound accounts for the payment of taxes and insurance to ensure they remain current.

6.0. THE PROGRAM LOAN

6.1. MAXIMUM AMOUNT OF PROGRAM ASSISTANCE
For HOME, the amount of Program assistance to a homebuyer toward purchase of a home shall not exceed the maximum HOME subsidy limit for Sponsor’s County per bedroom per the HCD website at http://www.hcd.ca.gov/grants-funding/income-limits/state-and-federalincome-limits.shtml and shall never exceed the amount of the primary mortgage, without prior HCD programmatic approval. See Attachment C of these Program Guidelines for current limits. Any approved “grant” amount for lead-based paint evaluation and reduction activities or for relocation assistance shall be included in this amount, as shall Activity Delivery Costs.

For CalHome, the amount of Program assistance to a homebuyer toward purchase of a home shall not exceed 40% of the purchase price not to exceed $100,000. CDBG has no limit.

6.2 NON-RECURRING CLOSING COSTS
Non-recurring costs such as credit report, escrow, closing and recording fees, and title report and title insurance, title updates and/or related costs may be included in the Program loan.

6.3 AFFORDABILITY PARAMETERS FOR HOMEBUYERS
The actual amount of a buyer’s Program subsidy shall be computed according to the housing ratio parameters specified in Section 5.0.A.. Each borrower shall receive only the subsidy needed to allow them to become homeowners (“the Gap”) while keeping their housing costs affordable. The Program Operator will use the “front-end ratio” of housing-expense-toincome to determine if the amount of the proposed primary loan is acceptable and, ultimately, the Program subsidy amount required, bridging the gap between the acquisition cost (purchase price plus closing costs) less down payment, and the amount of the primary loan.

6.4 RATE AND TERMS FOR PROGRAM LOAN
All Program assistance to individual households shall be made in the form of deferred payment (interest and principal) loan (DPL).

For HOME and CDBG, the Program loan’s term shall be for as long as the primary loan, plus 15 years. For CalHome, the Program loan’s term shall be for 30 years. The interest rate shall be 0% simple interest.

Note – If it is determined by the Sponsor that repayment of a CalHome 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, or;

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.

All Program loan payments shall be deferred because the borrowers will have their repayment ability fully utilized under the primary loan. Loan principal shall not be forgiven, and the loan period cannot be extended, except for loans that are resubordinated when a rate and term refinance is approved, per Attachment D.

6.5 COMBINED LOAN-TO-VALUE RATIO
For CalHome, the loan-to-value ratio for a Program loan, when combined with all other indebtedness to be secured by the property, shall not exceed 100 percent of the sales price, plus a maximum of up to 5 percent of the sales price, to cover actual, non-recurring closing costs.

For HOME and CDBG, the loan-to-value ratio for a Program loan, when combined with all other indebtedness to be secured by the property, shall not exceed 100 percent of the sales price plus a maximum of up to 5 percent of the sales price to cover actual closing costs.

7.0. PROGRAM LOAN REPAYMENT

7.1. PAYMENTS ARE VOLUNTARY
Borrowers may begin making voluntary payments at any time, without penalty.

7.2. RECEIVING LOAN PAYMENTS
A. Program loan payments will be made to:

City of Coalinga
155 West Duran Avenue
Coalinga, CA 93210
B. The Sponsor will be the receiver of loan payments or recaptured 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 Program Income Account, as required by HCD programs. The Program lender will accept loan payments from borrowers prepaying deferred loans, and from borrowers making payments in full upon sale or transfer of the property. 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.

7.3. DUE UPON SALE OR TRANSFER
In the event that an owner sells, transfers title, or discontinues residence in the purchased property for any reason, the principal balance of the DPL is due and payable, except:

A. 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:
a. a transfer where the spouse becomes an owner of the property; b. 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 c. a transfer into an inter vivos trust in which the borrower is and remains the beneficiary and occupant of the property.

B. For HOME and CDBG, if the owner of the property dies, and the heir to the property meets income requirements, the First-Time Homebuyer definition, and intends to occupy the home as a principal residence, the heir may be permitted, upon approval of the Sponsor, to assume the loan at the rate and terms the heir qualifies for under the current participation guidelines. If the property owner dies and the heir does not meet eligibility requirements, the loan is due and payable.

C. If an owner wants to convert the property to a rental unit, or any commercial or non-residential use, the loan is due and payable.

D. The loan will be in default if the borrower fails to maintain required fire or flood insurance or fails to pay property taxes. See Attachment D on loan defaults for further information on property restrictions.

7.4. LOAN SERVICING POLICIES AND PROCEDURES
See Attachment D 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.

7.5. LOAN MONITORING PROCEDURES
Sponsor will monitor Borrowers and their housing units annually to ensure adherence to Program requirements including, but not limited to, the following:

A. Owner-occupancy
B. Property tax payment
C. Hazard insurance coverage
D. Good standing on Primary loans
E. General upkeep of housing units

8.0. PROGRAM LOAN PROCESSING AND APPROVAL
A. Loan Processing
All homebuyers or their representatives will be sent out an eligibility packet with all the necessary forms, disclosures, information, and application. They should submit a complete application packet with all the Sponsor’s Program loan documents executed as well as all the information from the Primary Lender. The Primary Lender should submit: 1) accepted property sales contract with proper seller notification; 2) mortgage application with good faith estimates and first mortgage disclosures; 3) full mortgage credit report and rent verification; 4) current third-party income verifications and verifications of assets; 5) homeownership education certificate, if applicable; and 6) signed underwriting transmittal summary and final signed loan application, both from primary lender. Staff will work with local lenders to ensure qualified participants receive only the benefit from the Sponsor’s Program needed to purchase the housing unit and that leveraged funds will be used when possible.

B. Creditworthiness
Qualifying ratios are only a rough guideline in determining a potential borrower’s creditworthiness. Many factors such as excellent or poor credit history, amount of down payment, and size of loan will influence the decision to approve or disapprove a particular loan. The borrower’s credit history will be reviewed by the Sponsor and documentation of such maintained in the loan file. The Sponsor may elect to obtain a credit report or rely on a current copy obtained by the primary lender.

C. Documents from Primary Lender
After initial review of the qualified homebuyer's application packet, the Program Operator will request any additional documents needed. Documents may be faxed, but originals shall be received through the mail before Program funds are committed to escrow. Based on receipt and review of the final documents, the Program Operator will do an income certification (using most recent HCD program’s guidance on income calculation and determination), and homebuyer certification (review of credit report and income taxes). Documentation of affordability will then be verified, and the subsidy requirement determined.

D. Disclosure of Program and Loan Information to Homebuyers The Program’s application and disclosure forms will contain a summary of the loan qualifications of the borrower with and without Program assistance. Housing ratios with and without Program assistance are also outlined in these guidelines.

Information on the Program’s application will be documented with third-party verifications in the file. For example, the sales contract will provide the final purchase price and outline how much of the closing costs are to be paid by the seller, etc. The appraisal, termite and title report will provide information to substantiate the information in the sales contract and guide the construction inspection. The Program loan application will provide current debt and housing information and will be documented by the credit report and income/asset verifications. The Primary Lender’s approval letter and estimated closing cost statement should reflect all the information in the loan package and show any contingencies of loan funding.

Reviewing the Primary Lender’s loan underwriting documentation will provide basic information about the qualification of the applicant and substantiate the affordability provided by the Program loan. By reviewing and crosschecking all the Primary Lender information, the final Program loan amount approved will fall within the affordability parameters of the Program.

8.1. COMPLETION OF UNDERWRITING AND APPROVAL OF PROGRAM LOAN Once the loan approval package has been completed the Program Operator will submit it to the Sponsor for approval. Sponsor will review the request and may approve it with or without conditions. Upon approval, a final closing date for escrow is set and Program funds are accessed for the homebuyer.

8.2. PRIMARY AND PROGRAM LOAN DOCUMENT SIGNING
The homebuyer(s) sign promissory notes, loan agreements, deeds of trust, and statutory lending notices (Truth In Lending (TIL), etc.); the Deeds of Trust are recorded with the County Clerk/Recorder at the same time, and the request(s) for copy of Notice of Default are also recorded with the County Clerk/Recorder.

8.3. ESCROW PROCEDURES
The escrow/title company shall review the escrow instruction provided by the Program lender and shall issue a California Land Title Association (CLTA) and the American Land Title Association (ALTA) after closing. The CLTA policy is issued to the homebuyer and protects them against failure of title based on public records and against such unrecorded risks as forgery of a deed. The ALTA is issued to each lender providing additional coverage for the physical aspects of the property as well as the homebuyer’s title failure. These aspects include anything which can be determined by only physical inspection, such as correct survey lines; encroachments; mechanics liens; mining claims and water rights. The Program lender instructs the escrow/title company in the escrow instructions as to what may show on the policy; the amount of insurance on the policy (all liens should be covered) and the loss payee (each lender should be listed as a loss payee and receive an original ALTA).

9.0. SUBORDINATE FINANCING
Subordinate loans may be used to cover mortgage subsidy costs that exceed the Program maximum loan amount. All subordinate liens must have the payments deferred and the term must be for at least as long as the term of the Program loan.

10.0. EXCEPTIONS AND SPECIAL CIRCUMSTANCES
The Sponsor may make amendments to these Participation Guidelines. Any changes shall be made in accordance with regulations and approved by the Sponsor’s HOME Program Representative or Program Manager. If internally required, the Sponsor’s Loan Committee and/or governing body would then need to approve said changes.

10.1. DEFINITION OF EXCEPTION
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.

10.2. PROCEDURES FOR EXCEPTIONAL CIRCUMSTANCES
A. The Sponsor or its agent may initiate consideration of an exception and prepare a report. This report shall contain a narrative, including the Sponsor'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 a decision.

11.0. DISPUTE RESOLUTION AND APPEALS PROCEDURE
Any applicant denied assistance from the Program has the right to appeal. Complaints concerning the Program should be made to the Program Operator first. If unresolved in this manner, the complaint or appeal must be made in writing and filed with the Sponsor. The Sponsor will then schedule a meeting with the 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 Sponsor’s governing body. Final appeal must be filed in writing with HCD within one year after denial.

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.
(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;
(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;
(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.

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 o is head of the family or spouse.

HCD Version 06/2021
Title 25 Section 6914 Gross Income Exclusions
(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 ofsuch scholarships, or paymentsto veterans not used for the above purposes of which are available for 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).

City of Coalinga Homebuyer Program Guidelines Page 29

ATTACHMENT B
PART 5 ANNUAL INCOME NET FAMILY ASSET INCLUSIONS AND EXCLUSIONS This table presents the 24 CFR 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).

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.

City of Coalinga Homebuyer Program Guidelines Page 30

ATTACHMENT C

HOME HOMEOWNERSHIP VALUE LIMITS FOR FRESNO COUNTY
(Limits became effective 6/1/2021)

EXISTING

CONSTRUCTION
NEW
CONSTRUCTION (less
than 12 months old)
$282,000 $304,000
For CalHome the purchase price is limited as follows: The purchase price cannot exceed 100% of the area median purchase price as established by comparable sales or information provided by the California Real Estate Association which can be found at the following link https://www.car.org/en/marketdata/data/countysalesactivity

CALHOME MAXIMUM SUBSIDY LIMIT
Maximum assistance is identified in the most current NOFA. The Current CalHome Program loan maximum for Homebuyer Assistance is 40% of the purchase price not to exceed $100,000

HOME PROGRAM SUBSIDY LIMITS PER UNIT FOR FRESNOCOUNTY
(Limits became effective 9/9/2021)
O-BDR 1-BDR 2-BDR 3-BDR 4-BDR
$153,314 $175,752 $213,718 $276,482 $303,490
INCOME LIMITS FOR FRESNOCOUNTY*
(Limits became effective 6/1/2021)
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 2021 INCOME LIMITS FOR CALHOME

ADJUSTED FOR FAMILY SIZE FOR FRESNO COUNTY
Income 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, HCD-maintained Value, Subsidy, and Income limits is:
http://www.hcd.ca.gov/grants-funding/income-limits/state-and-federal-incomelimits.shtml (for HOME and CDBG limits, choose “State CDBG, HOME and NHTF - Income, Value and Rent Limits”; for CalHome income limits, choose “Official State Income Limits”) City of Coalinga Homebuyer Program Guidelines Page 31

SPONSOR STANDARDS FOR BEDROOMS AND BATHROOMS TO PREVENT

OVERCROWDING
Maximum No. of
Persons in the
Household
Number of Bedrooms Minimum 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 2
10 5-BR 3
12 6-BR 3

SEE ADDITIONAL OCCUPANCY FACTORS ON THE FOLLOWING PAGE
• Children may share a bedroom, up to 2 children per bedroom. • Children shall be permitted a separate bedroom from their parents. • Adults not in a partner relationship may have their own bedroom. • Same rules apply to mobile home units.

The chart on the page above is used as a guide to overcrowding.

City of Coalinga Homebuyer Program Guidelines Page 32

ATTACHMENT D

LOAN SERVICING POLICIES AND PROCEDURES

FOR CITY OF COALINGA
The City of Coalinga, hereafter called “Lender,” has adopted these policies and procedures in order to preserve its financial interest in properties whose “Borrowers” have been assisted with public funds. The Lender 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 Lender 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 following 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 Lender will collect monthly payments from those borrowers who are obligated to do so under Notes which are amortized promissory notes (or Lender will use _____________________ loan collection Company to collect payments). Late fees will be charged for payments received after the assigned monthly due date.

For Notes which are deferred payment loans, the Lender 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 Lender as loss payee. If Borrower fails to maintain the necessary insurance, the Lender 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, except for HOME-funded loans, at time of installation of Borrower’s new insurance.

When a property is located in a 100-year flood plain, the Borrower will be required to carry the necessary flood insurance. A certificate of insurance for flood and for standard property insurance with an endorsement naming the City as lender loss payee will be required at close of escrow. The lender 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 maintain payment of property taxes then the lender 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).

To prevent these issues, the Lender requires the Borrower to have impound accounts set up with their first mortgagee, wherein they pay their property taxes and homeowner’s insurance as part of their monthly mortgage payment.

City of Coalinga Homebuyer Program Guidelines Page 33

3. Required Request for Notice of Default:

When the Borrower’s loan is in second position behind an existing first mortgage, it is the Lender's policy to prepare and record a "Request for Notice of Default" for each senior lien in front of Lender’s loan. This document requires any senior lienholder listed in the notice to notify the lender of initiation of a foreclosure action. The Lender will then have time to contact the Borrower and assist them in bringing the first loan current, if possible. The Lender 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 Lender 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 Lender will require that Borrowers submit utility bills and/or other documentation annually to prove occupancy during the term of the loan. For CDBG, loan terms may have income and housing cost evaluations, which require a household to document that they are not able to make amortized loan payments, 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 between January 1 and 15 of each year for the term of the loan.

Occupancy will be verified, reviewed and certified by the submission of the following:

A. Proof of occupancy in the form of a copy of a current utility bill; and B. Statement of unit's continued use as primary residence of the owner.

C. Declaration that other title holders do not reside on the premises; D. Verification that Property Taxes are current; and
E. Verification of current required insurance policies.

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 Lender in writing of any change. Lender 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 might move and turn the property into a rental unit without notifying the Lender.

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 owner-occupant 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 pay the loan in full or assume all loan repayment obligations of the original owner-occupant, subject to the approval of the Lender’s Loan Committee (depends on the HCD program). Note – CalHome loans are not assumable.

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. For CDBG only, if the heir intends to act as an owner-investor (not permitted under HOME), the balance of the loan may be City of Coalinga Homebuyer Program Guidelines Page 34
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 Lender’s Loan Committee. Note – CalHome loans are not assumable.

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 Lender 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.

For CalHome, the following transfers of interest shall not require the repayment of the CalHome Program loan:

A. transfer to a surviving joint tenant by devise, descent, or operation of law on the death of a joint tenant;
B. a transfer, in which the transferee is a person who occupies or will occupy the property, which is:
1) a transfer where the spouse becomes an owner of the property; 2) 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
3) a transfer into an inter vivos trust in which the Borrower is and remains the beneficiary and occupant of the property.

6. Requests for Subordinations:

When a Borrower wishes to refinance their existing first mortgage, they must submit a subordination request to the Lender. The Lender will subordinate their loan only when there is no “cash out” as part of the refinance. No 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 encumbrances on the property above traditional refinance transaction costs. The refinance should lower the existing housing cost of the household. The total indebtedness on the property should not exceed the current market value except when the borrower is obtaining a HARP II or other similar federally approved refinance loan. If the HARP II or other similar financing is approved and meets all other requirements, Combined Loan-To-Value will not be considered when reviewing the subordination request.

Also, the loan must:

1. be fully amortized and have a fixed interest rate that does not exceed the current market rate, as established by an index identified in the most recent NOFA;

2. not have a temporary interest rate buy-down;

3. have a term “all due and payable” that matures prior to or concurrently with the maturity date of the Promissory Note. Therefore, the maturity date of the existing Promissory Note should be modified to coincide with the maturity date of the new first mortgage; and,

4. not have a balloon payment due before the maturity date of the Program loan.

City of Coalinga Homebuyer Program Guidelines Page 35
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 Lender.

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; 4) default on senior loans, the Lender will send out a letter to the Borrower notifying them of the default situation. If the default situation continues then the Lender may start a formal process of foreclosure.

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

If the Lender 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 Lender 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 Lender can afford to pay for the foreclosure process and pay off the senior lienholder and retain some or all of their investment.

If the Lender 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 Lender 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 Lender determines the reinstatement and maintenance of the property not to be cost effective and allows the senior lienholder to complete foreclosure, the Lender's lien may be eliminated due to insufficient sales proceeds.

8. Lender as Senior Lienholder
When the Lender 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 Lender may consider foreclosure. Lender’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 Lender? City of Coalinga Homebuyer Program Guidelines Page 36
3) Can the Borrower sell the property and pay off the Lender? 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 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 Lender 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 Lender to prevent foreclosure (such as, funds to bring a delinquent BMIR current or pay off a DPL).

At the end of thirty days, the Lender 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 Lender 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 Lender 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 Lender 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 Lender could contract with a local real estate broker to list and sell the home and use those funds for program income eligible uses.

9. Process Demands and Payoffs:

Requests for demands and payoffs will be processed within the timeframe allowed by law. Sponsor or its designated Loan Servicing Agent is proficient in performing the related calculations. Reconveyance and lien releases would be prepared for processing by a qualified Title Company.

City of Coalinga Homebuyer Program Guidelines Page 37

ATTACHMENT E

SELLERS LEAD-BASED PAINT DISCLOSURE
Disclosure of Information on Lead-Based Paint and/or Lead-Based Paint Hazards Lead Warning Statement
Every purchaser of any interest in residential real property on which a residential dwelling was built prior to 1978 is notified that such property may present exposure to lead from lead-based paint that may place young children at risk of developing lead poisoning. Lead poisoning in young children may produce permanent neurological damage, including learning disabilities, reduced intelligence quotient, behavioral problems, and impaired memory.

Lead poisoning also poses a particular risk to pregnant women. The seller of any interest in residential real property is required to provide the buyer with any information on lead-based paint hazards from risk assessments or inspections in the seller’s possession and notify the buyer of any known lead-based paint hazards. A risk assessment or inspection for possible lead-based paint hazards is recommended prior to purchase.

Seller’s Disclosure
(a) Presence of lead-based paint and/or lead-based paint hazards (check (i) or (ii) below):
(i) ____ Known lead-based paint and/or lead-based paint hazards are present in the housing (explain). ________________________________________________________ (ii)____ Seller has no knowledge of lead-based paint and/or lead-based paint hazards in the housing. (b) Records and reports available to the seller (check (i) or (ii) below):
(i) ____ Seller has provided the purchaser with all available records and reports pertaining to Lead-based paint and/or lead-based paint hazards in the housing (list documents below). ————————————————————————————————————————
(ii) ____Seller has no reports or records pertaining to lead-based paint and/or lead-based paint hazards in the housing.

Purchaser’s Acknowledgment (initial)
(c)____Purchaser has received copies of all information listed above. (d)____Purchaser has received the pamphlet Protect Your Family from Lead in Your Home. (e)____Purchaser has (check (i) or (ii) below):
(i) _____ received a 10-day opportunity (or mutually agreed upon period) to conduct a risk assessment or inspection for the presence of lead-based paint and/or lead-based paint hazards; or (ii) _____waived the opportunity to conduct a risk assessment or inspection for the presence of Lead-based paint and/or lead-based paint hazards (NOT PERMISSIBLE FOR HOME AND CDBG).

Agent’s Acknowledgment (initial)
(f)____ Agent has informed the seller of the seller’s obligations under 42 U.S.C. 4852d and is aware of his/her responsibility to ensure compliance.

Certification of Accuracy
The following parties have reviewed the information above and certify, to the best of their knowledge, that the information they have provided is true and accurate.
—————————— —————————— ————————— —————————
Seller Date Seller Date
—————————— —————————— ————————— —————————
Purchaser Date Purchaser Date
—————————— —————————— ————————— —————————
Agent Date Agent Date
City of Coalinga Homebuyer Program Guidelines Page 38

ATTACHMENT F
Disclosure to Seller with Voluntary, Arm's Length Purchase Offer

DECLARATION
This is to inform you that would like to purchase the property, located at , if a satisfactory agreement can be reached. We are prepared to pay $____________ for a clear title to the property under conditions described in the attached proposed contract of sale.

Because Federal funds may be used in the purchase, however, we are required to disclose to you the following information:

1. The sale is voluntary. If you do not wish to sell, the buyer, ___________________, thru the agency, _____________ will not acquire your property. The buyer does not have the power of eminent domain to acquire your property by condemnation (i.e. eminent domain) and the agency/Sponsor ________________________________ will not use the power of eminent domain to acquire the property.

2. The estimated fair market value of the property is $__________ and was estimated by _______________________________________, to be finally determined by a professional appraiser prior to close of escrow.

Since the purchase would be a voluntary, arms length, transaction you would not be eligible for relocation payments or other relocation assistance under the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (URA), or any other law or regulation. Also, as indicated in the contract of sale, this offer is made on the condition that no tenant will be permitted to occupy the property before the sale is completed.

Again, please understand that if you do not wish to sell your property, we will take no further action to acquire it. If you are willing to sell the property under the conditions described in the attached contract of sale, please sign the contract and return it to us at:
_______________________________________________. If you have any questions about this matter, please contact __________________________at ______________________.

Sincerely,
____________________________________
Title
_________________________________ _____________________ Buyer Date
_________________________________ _____________________ Buyer Date
Form continues on next page with Seller’s Acknowledgment City of Coalinga Homebuyer Program Guidelines Page 39
Disclosure to Seller with Voluntary, Arm's Length Purchase Offer (Page 2) Acknowledgement
As the Seller I/we understand that the will inspect the property for health and safety deficiencies. I/we also understand that public funds may be involved in this transaction and, as such, if the property was built before 1978, a lead-based paint disclosure must be signed by both the buyer and seller, and that a Visual Assessment will be conducted to determine the presence of deteriorated paint.

As the Seller, I/we understand that under the City’s program, the property must be currently owneroccupied, vacant for three months at the time of submission of purchase offer, new (never occupied), or renter purchasing the unit. I/we hereby certify that the property is:

Vacant at least 3 months; Owner-occupied; New; or Being Purchased by Occupant I/we hereby certify that I have read and understand this “Declaration” and a copy of said Notice was given to me prior to the offer to purchase. If received after presentation of the purchase offer, I/We choose to withdraw or not to withdraw, from the Purchase Agreement.
__________________________________ _______________________ Seller Date
__________________________________ _______________________ Seller Date
City of Coalinga Homebuyer Program Guidelines Page 40

ATTACHMENT G

CITY OF COALINGA

INSTRUCTIONS TO HOMEBUYER

1. Persons interested in purchasing a home should contact the Program Operator’s Homebuyer Counseling and Education (HCE) Department at 559-802-1600 to enroll in education classes, and if needed or required by the Program, also enroll in an individual counseling session. Upon completion of eight (8) hours of homebuyer education, the HCE Department will issue certificates of completion to the participants.

2. Participant should contact the Program Operator’s First-Time Homebuyer Loan Processor at 559-802-1649 to verify funding availability. The participant’s name is added to Sponsor’s interest list if there is no funding available, or will be moved directly into the workload.

3. Participant will select a Mortgage Company (primary lender) of his or her choice to determine financing eligibility. Upon successful prequalification with a primary lender, primary lender will submit a complete loan application package to Program Operator for review. This package must be submitted along with a completed Submission Form and Lender Cover Letter, provided by the Program Operator via the Program Operator’s website.

Items to be included are proof of income, credit history, and household size.

4. During the financing and Program eligibility review by Program Operator, household size, income, and Sponsor loan amount are determined. Prior to issuance of the prequalification letter to the family, the following must occur:
a. Application package must be reviewed and signed by Program Operator b. Application package must be reviewed and signed by Sponsor Upon completion by all parties, Program Operator will issue a prequalification letter to the participant and primary lender on behalf of the Sponsor. Program Operator will contact or meet with qualified applicant to provide information relative to Program requirements and the lending process. In addition, Program Operator will issue a condition list to both parties requesting additional income and asset documentation, including verification of employment and all income sources.

5. Participant works with Licensed Real Estate broker to find a property. Properties are subject to the following requirements:
a. Properties must meet the modest housing standards
b. Properties must be located within the Sponsor’s eligible area (Program Operator will verify)
c. Properties must meet maximum sales price limits, as applicable d. Properties must be owner-occupied or vacant for at least three (3) months Upon approval of the individual properties by the Sponsor, applicant will submit an offer and, once accepted, forward copies to Program Operator for review.

City of Coalinga Homebuyer Program Guidelines Page 41

6. Applicant will work with primary lender to provide Program Operator all terms on the conditions list. The items include, but are not limited to:
a. Income documentation (paystubs, tax returns, child support, etc.) b. Income documentation (paystubs, tax returns, child support, etc.) c. Asset documents (bank statements, 401K, etc.)
d. Property information (appraisal with photos, preliminary title report, termite report and clearance, etc.)
e. Real Estate Sales Contract (contingent upon receiving Program loan approval)
f. Residential loan application and credit report, paystubs, tax returns and W-2’s, and all verifications of employment and rent g. Disclosure statement

7. Program Operator, upon receipt of appraisal, will order a home inspection to be completed by the Program Operator, a certified housing inspector, or a Sponsor representative. Home inspections will document health & safety and code compliance as well as conduct LeadBased Paint Inspections. Seller must correct all deficiencies prior to the close of escrow.

8. Upon receipt of all conditions, Program Operator will prepare participant file for final loan approval with Sponsor. The primary lender should request the date of loan approval one week prior to the date of anticipated loan signing. At loan approval, Program Operator will present the application to Sponsor for review. Following loan approval, Program Operator will give loan documents to Sponsor for signatures. Loan documents are then forwarded to escrow company to coordinate loan signing.

9. Signed documents are returned to Program Operator for review. Upon review and confirmation of all conditions of final funding, Program Operator will wire funds to escrow.

10. Once loan is funded and recorded, escrow company provides a copy of all documents to Program Operator. Program Operator then closes out the loan file.

City of Coalinga Homebuyer Program Guidelines Page 42

ATTACHMENT H

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.

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:

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.

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 Printed Name: Signature: Date:

Section 6: Contact Information Organization:

Contact Name: Contact Signature:

Date: Address: Phone:

City of Coalinga Homebuyer Program Guidelines Page 43

ATTACHMENT I
Homebuyer Program Lead Compliance Document Checklist
The following documents should be in each Homebuyer unit file to document compliance with the lead requirements:

Document Name Purpose

Lead Safe Housing Rule Screening Sheet Documents
exemptions
Physical inspection form (HQS or equivalent) Documents visual assessment results
Seller Certification Seller certifies that
paint was stabilized
by qualified workers
and that safe work
practices were
followed during paint
stabilization
Clearance Report and Clearance Review Worksheet Documents that unit passed clearance
Disclosure Form Documents that
buyer received
disclosure and
pamphlet.

Lead Hazard Reduction Notice Documents that
buyer received
required lead hazard
reduction notification.

This was taken from the HUD Website at:
http://portal.hud.gov/hudportal/documents/huddoc?id=20264_leadcompliance.doc City of Coalinga Homebuyer Program Guidelines Page 44

ATTACHMENT J

ACQUISITION WITH REHABILITATION CONSTRUCTION CONTRACT
Home Improvement Construction Contract
This Home Improvement Construction Contract is entered into this day of , 20___, between the following parties: (Owner(s) Name):
and (Contractor’s Name and Address):
(Notice of Cancellation, see paragraph 28, may be sent to Contractor at the above address).

The parties agree as follows:

1. Work to be Performed: Contractor agrees to provide a Schedule of Work, in accordance with the Work Write-up (Attachment 1) and furnish all supervision, technical personnel, labor, materials, tools and equipment necessary to complete the work described in the work write-up attached hereto at the real property commonly described as:
. Contractor will be responsible for all construction means, methods, techniques, sequences and procedures and for the coordination of all portions of the work under the Contract.

All materials shall be new, unless otherwise specified, and of good quality. Owner has a right to require the Contractor to have a performance and payment bond; the expense of the bond may be borne by the Owner.

2. Contract Price: Owner agrees to pay Contractor the sum of $________________ for the work to be performed.

3. Completion Time:
a. Approximate Start Date: The Contractor agrees to file a complete permit application within ten (10) days after receipt of written Notice to Proceed from the Owner. Owner and Contractor agree that the Start Date of construction shall be the date the permits are issued by the City of Coalinga.

In no event shall the Contractor commence work or place any materials on the site thereof prior to receipt of Notice to Proceed from the Owner.
b. Approximate Completion Date: Contractor shall prosecute the work diligently and continuously to completion. The work shall be completed within days after the Start Date, subject to such delays as are permissible under paragraph 7 herein below.

4. Payment:
a. Price will be paid to Contractor in installments based on completion of work tasks and individual item prices on the Work Write-up attached, and any Change Orders. b. Contractor shall submit all required payment forms to Owner for approval of payment. Prior to authorization of payment, the Contractor shall provide lien releases for claims by subcontractors, laborers, and material suppliers involved in the work and/or represented by Contractor's invoices.

Owner may also request written guarantees and warranties. c. After approval by Owner, Contractor shall submit payment request forms to Self-Help Enterprises, hereinafter referred to as “PROGRAM OPERATOR.” PROGRAM OPERATOR shall then make payment to the Contractor. PROGRAM OPERATOR may, at its option, inspect the work to ensure that it has been satisfactorily completed in accordance with the Contract requirements. Should PROGRAM OPERATOR determine that work has not been performed in accordance with the Contract, PROGRAM OPERATOR may, in its sole discretion, withhold or reduce payment in accordance with the terms of the agreement between Owner and PROGRAM OPERATOR.

City of Coalinga Homebuyer Program Guidelines Page 45
d. At the time the work is completed, the Contractor shall submit the final pay request along with the recorded Notice of Completion, final building inspection report, insulation certificate, any warranties and guarantees, conditional lien releases, and Section 3 report (for contracts over $100,000).
e. An amount equal to ten percent of the total Contract price, including any Change Orders, will be withheld by Owner and shall be paid to Contractor 35 days after notice of completion has been recorded, final inspection by the jurisdiction’s building official and approval by Owner, provided that Contractor is not in default under this Contract. Final payment will be subject to withholding any amounts due to Owner for actual costs due to unexcused delays. f. The payment of any progress payment shall not constitute acceptance of defective work or improper material, nor is it a waiver of the warranties or any other remedies to which the Owner may be entitled under the terms of this Contract

5. Relationship of the Parties to PROGRAM OPERATOR: Work to be performed under this Contract is financed by funds from the City of Coalinga and administered by PROGRAM OPERATOR.

Owner is solely responsible for monitoring all work performed under this Contract and enforcing the terms of this Contract. PROGRAM OPERATOR shall inspect all work for the purposes of monitoring loan disbursements in accordance with terms of this Contract and enforcing the terms of the loan agreement. Inspections performed by PROGRAM OPERATOR are solely for the protection of the lender and solely for the purpose of assuring that the construction is progressing reasonably and that the lender's collateral interest is adequately protected. Owner acknowledges that PROGRAM OPERATOR's inspections are not for the purpose of assuring Contractor's compliance with applicable building codes. PROGRAM OPERATOR shall not be liable under any circumstances for its failure to discover or require correction by Contractor of work that fails to comply with applicable building codes or for its failure to discover or require correction of any dangerous condition or defective work by contractor or by any subcontractor.

PROGRAM OPERATOR shall not, under any circumstances, have any liability either to the Owner or to the Contractor for any disbursement or refusal to approve of any disbursement requested by Contractor.

6. Failure to Commence Work: Failure by the Contractor without lawful excuse to substantially commence work within 20 days from the date specified in the Notice to Proceed is a violation of the Contractors' License Law.

7. Excusable Delays: Contractor shall not be charged with delay in the completion of the work due to:
any acts of Owner which cause delay; general strikes; acts of God or the public enemy; unavailability of materials, or casualty beyond Contractor's control, provided, however, that Contractor promptly (within 14 days) notifies Owner, in writing, of the cause of the delay. If the facts show the delays to be excusable under the terms of the Contract, the time for completion shall be extended for a period equal to the amount of time due to such delay.

8. Unexcused Delays: The parties agree that the Owner would incur additional expenses as a result of Contractor's unexcused delays in the completion of the work. “Additional expenses” shall include but not be limited to housing and storage costs incurred by the owner due to the inability to fully occupy the property.

9. Provisions for the Owner: While this Contract is in force, Owner shall permit Contractor the use of existing utilities including light, heat, power, and water, without charge, in order to carry out and complete the work. Owner may continue to occupy the premises during the rehabilitation but shall cooperate with Contractor to facilitate the performance of the work including the abandonment of limited areas as may be essential to the conduct of the work.

City of Coalinga Homebuyer Program Guidelines Page 46

10. Compliance with the Law: By signing this contract, the Contractor certifies that it is licensed and in good standing in California, and not listed on the Federal Consolidated List of Debarred, Suspended and Ineligible Contractors. Contractors are regulated by the Contractors' State License Board which has jurisdiction to investigate complaints against contractors if a complaint regarding a patent act or omission is filed within four years of the date of the alleged violation. A complaint regarding a latent act or omission pertaining to structural defects must be filed within 10 years of the date of the alleged violation. Any questions concerning a contractor may be referred to the Registrar, Contractors' State License Board, P.O. Box 26000, Sacramento, California 95826. All work shall be completed in strict compliance with the laws, ordinances, rules, regulations and Codes of the State, County, and local governments, whether such applicable laws, ordinances, rules, regulations and codes are mentioned in this Contract or not. Contractor shall obtain, pay for, and provide permits and licenses, as required to complete all work outlined under this Contract.

Where applicable, Contractor agrees to the following provisions:
a) Standard Contract Language, All Contracts and Subcontracts, pertaining to civil rights, HCD, age discrimination, rehabilitation acts assurance, etc. (see Attachment 2). b) By the statement below, Contractor hereby furnishes Owner with Contractor Notice in compliance with California Business and Professions Code Section 7159:

INFORMATION ABOUT THE CONTRACTORS’ STATE LICENSE BOARD
(CSLB)
CSLB is the state consumer protection agency that licenses and regulates construction contractors.

Contact CSLB for information about the licensed contractor you are considering including information about disclosable complaints, disciplinary actions and civil judgments that are reported to CSLB.

Use only licensed contractors. If you file a complaint against a licensed contractor within the legal deadline (usually four years), CSLB has authority to investigate the complaint. If you use an unlicensed contractor, CSLB may not be able to help you resolve your complaint. Your only remedy may be in civil court, and you may be liable for damages arising out of any injuries to the unlicensed contractor or the unlicensed contractor’s employees.

For more information:

Visit CSLB’s Web site at www.cslb.ca.gov
Call CSLB at 800-321-CSLB (2752)
Write CSLB at P. O. Box 26000, Sacramento, CA 95826
c) The contractor hereby agrees to abide by the requirements of Executive Order 11246 and all implementing regulations of the Department of Labor.

11. Notice to Owner (see Attachment 3).

12. Required Insurance: Contractor shall obtain and keep in effect during the life of this contract, insurance in the following minimum amounts:

Worker's Compensation and Employer's Liability Insurance meeting the statutory requirements of the State of California.

Comprehensive General Liability and Property Damage Insurance with Combined Single Limits of at least $1,000,000. This insurance shall be on an occurrence basis and shall protect the Contractor against liability arising from: Contractor's operations, operations by subcontractors, products, City of Coalinga Homebuyer Program Guidelines Page 47
completed operations or professional liability where applicable and contractual liability assumed under the indemnity provisions above insured. Any Excavation, Collapse and Underground exclusions must be deleted when applicable to operations performed by the Contractor or his subcontractors.

An original certificate of such insurance shall be filed with PROGRAM OPERATOR. Said certificate shall evidence coverage through the life of this Contract.

13. Safety to Public and Property: Contractor shall be responsible for initiating, maintaining, and supervising all safety precautions and programs in connection with the work. In such, Contractor shall provide reasonable protection to prevent damage, injury, and loss to: all employees on the work, all work and materials and equipment to be incorporated therein and other property at the site or adjacent thereto, including trees, shrubs, lawns, pavements, structures, and utilities not designated for removal or replacement under the terms of this Contract.

14. Hold Harmless: With the exception that this Section shall in no event be construed to require indemnification by Contractor to a greater extent than permitted under the public policy of the State of California, Contractor shall indemnify and save harmless Owner and PROGRAM OPERATOR, including their officers, agents, employees, affiliates, parents and subsidiaries, and each of them, of and from any and all claims, demands, causes of action, damages, costs, expenses, actual attorneys fees, losses or liability, in law or in equity, of every kind and nature whatsoever ("Claims") arising out of or in connection with Contractor's operations to be performed under this Agreement for, but not limited to:
(a) Personal injury, including, but not limited to, bodily injury, emotional injury, sickness or disease, or death to persons, including, but not limited to any employees or agents of Owner, PROGRAM OPERATOR, or any other subcontractor and/or damage to property of anyone (including loss of use thereof), caused or alleged to be caused in whole or in part by any negligent act or omission of Contractor or anyone directly or indirectly employed by Contractor or anyone for whose act Contractor may be liable regardless of whether such injury or damage is caused by a party indemnified hereunder. (b) Penalties imposed on account of the violation of any law, order, citation, rule, regulation, standard, ordinance, or statute, caused by the action or inaction of Contractor. (c) Infringement of any patent rights which may be brought against PROGRAM OPERATOR or Owner arising out of Contractor's work.
(d) Claims and liens for labor performed or materials used or furnished to be used on the project, including all incidental or consequential damages resulting to PROGRAM OPERATOR or Owner from such claims or liens.
(e) Contractor's failure to fulfill the covenants set forth in collective bargaining agreement, wage order or any other agreement or regulation concerning labor relations. (f) Failure of Contractor to provide Casualty Insurance. (g) Any violation or infraction by Contractor of any law, order, citation, rule, regulation, standard, ordinance or statute in any way relating to the occupational health or safety of employees, including, but not limited to, the use of PROGRAM OPERATOR's or other's equipment, hoist, elevators, or scaffolds. The indemnification provisions of (a) through (g) above shall extend to Claims occurring after this Agreement is terminated as well as while it is in force. Such indemnity provisions apply regardless of any active and/or passive negligent act or omission of Owner or PROGRAM OPERATOR or their agents or employees. Contractor, however, shall not be obligated under this Agreement to indemnify Owner or PROGRAM OPERATOR for Claims arising from the sole negligence or willful misconduct of Owner or PROGRAM OPERATOR or their agents, employees or independent contractors who are directly responsible to Owner or PROGRAM OPERATOR, or for defects in design furnished by such persons. (h) Contractor shall:

City of Coalinga Homebuyer Program Guidelines Page 48
i. At Contractor's own costs, expense and risk, defend any claims that may be brought or instituted by third persons, including but not limited to, governmental agencies or employees of Contractor, against PROGRAM OPERATOR or Owner or their agents or employees or any of them;
ii. Pay and satisfy any judgment or decree that may be rendered against PROGRAM OPERATOR or Owner or their agents or employees, or by any of them, arising out of any such Claim; and/or
iii. Reimburse PROGRAM OPERATOR or Owner or their agents or employees for any and all legal expense incurred by any of them in connection herewith or in enforcing the indemnity granted in this Section.
(i) All work covered by this Agreement done at the site or in preparing or delivering materials or equipment, or any or all of them, to the site shall be at the risk of Contractor exclusively until the completed work is accepted by PROGRAM OPERATOR. (j) The indemnities set forth in this Section shall not be limited by any insurance requirements set forth elsewhere within this agreement.

15. Assignment: Contractor shall not assign or transfer any right or obligation under this Contract without first obtaining the written consent of Owner. Any attempted assignment by Contractor shall be void.

16. Changes in Work to be Performed: No changes shall be made in the work, Contract price or Contract time for completion of work, except by written change order. The change order shall bear the signatures of the parties to this Contract and approved (by signature) as to propriety with funding requirements by PROGRAM OPERATOR. No claim for an adjustment of Contract work, price or time will be valid unless so ordered. Payment for change orders that bear additional cost shall be made in accordance with paragraph 4, above.

17. Guarantees and Material Warranties: All labor, materials and installation shall be guaranteed for a period of one year from the date of final acceptance by Owner, when subjected to normal use and care, and provided Owner has complied, in full, with the terms and payments and other conditions of this Contract. Upon written notice from Owner, Contractor shall repair or remedy any defect in materials and workmanship within the one-year period specified. Contractor shall furnish Owner with and assign to Owner all manufacturers' and suppliers' written guarantees and warranties covering materials and equipment furnished under this Contract.

18. Surplus Materials and Clean-up of Premises: All materials and equipment removed and not reused as a condition of this Contract shall remain or become the property of Owner, unless otherwise so stated in writing. All surplus materials as well as all rubbish and construction debris resulting from construction activities shall be removed promptly from the job site by Contractor. Upon completion of the work, Contractor shall leave the building and premises in a "broom-clean" condition.

19. Divisibility: It is intended that each paragraph of this agreement shall be viewed as separate and divisible, and in the event that any paragraph shall be held to be invalid, the remaining paragraphs shall continue to be in full force and effect.

20. Materials Restriction: Lead base paint hazards specified in the work write-up shall be mitigated in accordance with Federal Lead Based Paint regulations listed at 24 CFR 35. All new paint used must be a non-lead based paint.

21. Arbitration:
a. Should any controversy arise out of or related to this Contract or the breach thereof, that falls within the provisions of 7085 et seq. of the California Business and Professions Code, other than a controversy based upon your failure to comply with a notice to return to the project under paragraph 23, the parties shall agree to submit the issue to Contractors State License Board City of Coalinga Homebuyer Program Guidelines Page 49
(CSLB) arbitration. The decision of the arbitrator is final and binding on both parties. CSLB will pay for the hearing, the arbitrator, and the services of one Board-appointed expert witness per complaint. The parties are responsible for their own attorney fees, if any, and additional expert witnesses, if any.
b. Any controversy arising out of or relating to this Contract, or the breach thereof, that does not qualify for CSLB arbitration, or the parties do not agree to CSLB arbitration, 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 whom 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 and in any litigation arising out of or relating to this contract shall be entitled to recover from the other all attorneys' fees and costs of arbitration.

22. Mechanics Liens: Contractor shall pay promptly all valid bills and charges for materials, labor or otherwise, in connection with or arising out of the rehabilitation of said property and will hold Owner free and harmless against all of them, filed against the property or any part thereof, and from and against all expense and liability in connection therewith, including but not limited to, court costs and attorneys' fees resulting or arising there from. Should any liens or claim of liens be filed for record against the property, or should Owner receive notice of any unpaid bill or charge in connection with the Contract, Contractor shall forthwith pay and discharge the same and cause the same to be released of record. Contractor authorizes PROGRAM OPERATOR to issue joint checks as part of any disbursement otherwise payable to Contractor whenever PROGRAM OPERATOR, in its sole discretion, determines that payment in this fashion is necessary in order to protect the interests of the Lender or the Owner. (See also, Notice to Owner, Attachment 3).

23. Termination of Contract: Should Contractor commit any of the acts specified in this paragraph, the Owner may, give 72 hours' notice in writing thereof to Contractor, to commence and continue thereafter to diligently prosecute the correction thereof, and if contractor fails to do so, then without prejudice to any other rights or remedies given Owner by law or by this contract, Owner may terminate the services of Contractor under this contract; take possession of said project and the premises on which it is located; take possession of all materials, located on such premises; and, complete said project by whatever method Owner may deem expedient. Contractor shall be deemed to have committed an act specified in this paragraph if contractor shall:
a. refuse or fail to supply enough properly skilled workers or proper materials to complete said project in the time specified in this contract and in the approved time schedule. b. fail to make prompt payment to subcontractors, laborers, or material men for labor performed on or materials furnished to said project;
c. fail to comply with the time schedule for completion of the project; The preceding notwithstanding, the following actions by the Contractor shall be deemed to be material breaches of the contract which are not subject to cure. Should Contractor commit any of the acts specified in this paragraph, the Owner may, by giving 72 hours’ notice in writing thereof to Contractor, without prejudice to any other rights or remedies given Owner by law or by this contract, terminate the services of Contractor under this contract; take possession of said project and the premises on which it is located; take possession of all materials, located on such premises; and complete said project by whatever method owner may deem expedient:
d. Commence with any proceedings of bankruptcy;
e. make a general assignment for the benefit of contractors; f. persist in disregarding any law or ordinance relating to said project or the completion thereof;
g. suffer the revocation or suspension of its contractor’s license.

City of Coalinga Homebuyer Program Guidelines Page 50

24. Rights on Termination by Owner: Should Owner terminate the service of Contractor under this contract and complete said project pursuant to Paragraph 10 of this contract, the Contractor shall not be entitled to receive any further payment under this contract until said project is fully completed.

On completion of said project by Owner, if the unpaid balance of the contract price exceeds the expenses incurred by Owner in completing said project, including any compensation paid by Owner for managerial, administrative, or supervisory services in completing said project, such excess shall be paid by Owner to Contractor. If the expense incurred by Owner in completion of said project exceeds the unpaid balance of the purchase price, Contractor shall pay such excess to Owner with thirty days following written demand by Owner.

25. Force Majeure: Neither Owner nor Contractor shall be deemed to be in default if performance of the improvements required by this contract is delayed or becomes impossible because of any act of God, war, earthquake, fire, civil commotion, epidemic, act of government, its agencies or officers, court order, or any other legitimate cause beyond the control of the party and not caused by the negligent, unreasonable or intentional acts of the party.

26. Availability of Funds: In the event the loan or grant of funds upon which this Contract is contingent is not approved, this Contract shall be considered null and void, and shall not create any liability to either Owner or Contractor.

27. Contract Nullity: This entire Contract shall be considered null and void if either of the following shall occur:
a. Owner is not approved for funding to finance the Contract Price; b. Owner chooses not to proceed with the project before construction begins.

28. Three-Day Right to Cancel: “You, the Owner, have the right to cancel this contract within three business days. You may cancel by e-mailing, mailing, faxing, or delivering a written notice to the Contractor at the Contractor’s place of business by midnight of the third business day after you received a signed and dated copy of the contract that includes this notice. Include your name, your address, and the date you received the signed copy of this contract including this notice.

If you cancel, the Contractor must return any moneys paid within 10 days of receiving the notice of cancellation. For your part, you must make available to the Contractor at your residence, in substantially as good condition as you received it, any goods delivered to you under this contract or sale. Or, you may, if you wish, comply with the Contractor’s instructions on how to return the goods at the Contractor’s expense and risk. If you do make the goods available to the Contractor, and the Contractor does not pick them up within 20 days of the date of your notice of cancellation, you make keep them without any further obligation. If you fail to make the goods available to the Contractor, or if you agree to return the goods to the Contractor and fail to do so, then you remain liable for performance of all obligations under this Contract.”
(continued on next page)
City of Coalinga Homebuyer Program Guidelines Page 51

29. “You, the Owner, are entitled to a completely filled-in copy of this Contract, signed by both you and the Contractor, before any work may be started.”

THE OWNER AND THE CONTRACTOR ACKNOWLEDGE THAT THEY HAVE READ,

UNDERSTAND AND AGREE TO ALL PROVISIONS OF THIS CONTRACT INCLUDING ALL ADDITIONAL CONTRACT DOCUMENTS.

OWNER(S):

CONTRACTOR:

By:

Business Name:

Title:

Address:

Telephone:

License Number:

Tax ID or Soc. Sec. #
Attachments:
1 – Work Write-up
2 – Standard Contract Language
3 – Notice to Owner
City of Coalinga Homebuyer Program Guidelines Page 52
STANDARD CONTRACT LANGUAGE:

ALL CONTRACTS AND SUBCONTRACTS

1. The Civil Rights, HCD, and Age Discrimination Acts Assurances:

During the performance of this Agreement, the Grantee assures that no otherwise qualified person shall be excluded from participation or employment, denied program benefits, or be subjected to discrimination based on race, color, national origin, sex, age, or handicap, under any program or activity funded by this contract, as required by Title VI of the Civil Rights Act of 1964, Title I of the Housing and Community Development Act of 1974, as amended, and the Age Discrimination Act of 1975, and all implementing regulations.

2. Rehabilitation Act of 1973 and the “504 Coordinator” The Grantee further agrees to implement the Rehabilitation Act of 1973, as amended, and its regulations, 24 CFR Part 8, including, but not limited to, for Grantees with 15 or more permanent full or part time employees, the local designation of a specific person charged with local enforcement of this Act, as the “504 Coordinator”.

3. The Training. Employment and Contracting Opportunities for Business and Lower Income Persons Assurance of Compliance:
a) The grant activity to be performed under this Agreement is on a project assisted under a program providing direct federal financial assistance from the Department of Housing and Urban Development and is subject to the requirements of Section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C 1701u. Recipients, contractors and subcontractors shall direct their efforts to provide, to the greatest extent feasible, training and employment opportunities generated from the expenditure of Section 3 covered assistance to Section 3 residents in the order of priority provided in 24 CFR 135.34(a)(2). b) The parties to this Agreement will comply with the provisions of said Section 3 and the regulations issued pursuant thereto by the Secretary of Housing and Urban Development set forth in 24 CFR Part 135, and all applicable rules and orders of the Department issued thereunder prior to the execution of this contract. The parties to this contract certify and agree that they are under no contractual or other disability which would prevent them from complying with these requirements.
c) The Grantee will include these Section 3 clauses in every contract and subcontract for Work in connection with the grant activity and will, at the direction of the State, take appropriate action pursuant to the contract or subcontract upon a finding that the Grantee or any contractor or subcontractor is in violation of regulations issued by the Secretary of Housing and Urban Development, 24 CFR Part 135 and, will not let any contract unless the Grantee or contractor or subcontractor has first provided it with a preliminary statement of ability to comply with the requirements of these regulations.
d) Compliance with the provisions of Section 3, the regulations set forth in 24 CFR Part 135, and all applicable rules and orders of the Department issued thereunder prior to the execution of the Agreement shall be a condition of the federal financial assistance provided to the project, binding upon the Grantee, its successors and assigns. Failure to fulfill these requirements shall subject the Grantee, its contractors and subcontractors, its successors and assigns to those sanctions specified by the grant or contract through which federal assistance is provided, and to such sanctions as are specified by 24 CFR Part 135.

4. Assurance of Compliance with Requirements Placed on Construction Contracts of $10,000 or more
City of Coalinga Homebuyer Program Guidelines Page 53
The Grantee hereby agrees to place in every contract and subcontract for construction exceeding $10,000 the Notice of Requirement for Affirmative Action to ensure Equal Employment Opportunity (Executive Order 11246), the Standard Equal Employment Opportunity, and the Construction Contract Specifications. The Grantee furthermore agrees to insert the appropriate Goals and Timetables issued by the U.S. Department of Labor in such contracts and subcontracts.

5. State Nondiscrimination Clause:
a) During the performance of this contract, contractor and its subcontractors shall not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of sex, race, color, ancestry, religious creed, national origin, physical disability (including HIV and AIDS), mental disability, medical condition (cancer), age (over 40) marital status, and denial of family care leave. Contractors and subcontractors shall ensure that the evaluation and treatment of their employees and applicants for employment are free of such discrimination and harassment. Contractors and subcontractors shall comply with the provisions of the Housing Act (Government Code, Section 12990 (a-f) et seq.) and the applicable regulations promulgated thereunder (California Code of Regulations, Title 2, Section 7258 et seq.) The applicable regulations of the Fair Employment and Housing Commission implementing Government Regulations, are incorporated into this contract by reference and made a part hereof as if set forth in full. Contractor and its subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement.
b) Contractor shall include the nondiscrimination and compliance provisions of this clause in all subcontracts to perform work under the contract.

6. Labor Standards –Federal Labor Standards Provisions
The Grantee shall cause or require to be inserted in full, in all such contracts subject to such regulations, provisions meeting the requirements of:

Davis-Bacon Act (40 USC 276a-276a-5) requires that workers receive no less than the prevailing wages being paid for similar work in their locality. Prevailing wages are computed by the Department of Labor and are issued in the form of Federal wage decisions for each classification of work. The law applies to most construction, alteration, or repair contracts over $2,000.

Copeland “Anti-Kickback” Act (47 USC 276(c) requires that workers be paid at least once a week without any deductions or rebates except permissible deductions.

Contract Work Hours and Safety Standards Act – CWHSSA (40USC 327-333) requires that workers receive “overtime” compensation at a rate of 1-1/2 times their regular hourly wage after they have worked 40 hours in one week.

Title 29, Code of Federal Regulations, Subtitle A, Parts 1, 3 and 5 are the regulations and procedures issued by the Secretary of Labor for the administration and enforcement of the Davis-Bacon Act, as amended.

HCD Version 9/2014

NOTICE TO OWNER
"Under the California Mechanics' Lien Law, any contractor, subcontractor, laborer, supplier, or other person or entity who helps to improve your property, but is not paid for his or her work or supplies, has a right to place a lien on your home, land, or property where the work was performed and to sue you in court to obtain payment.

This means that after a court hearing, your home, land, and property could be sold by a court officer and the proceeds of the sale used to satisfy what you owe. This can happen even if you have paid your contractor in full if the contractor's subcontractors, laborers, or suppliers remain unpaid.

To preserve their rights to file a claim or lien against your property, certain claimants such as subcontractors or material suppliers are each required to provide you with a document called a "Preliminary Notice." Contractors and laborers who contract with owners directly do not have to provide such notice since you are aware of their existence as an owner. A preliminary notice is not a lien against your property. Its purpose is to notify you of persons or entities that may have a right to file a lien against your property if they are not paid. In order to perfect their lien rights, a contractor, subcontractor, supplier, or laborer must file a mechanics' lien with the county recorder which then becomes a recorded lien against your property. Generally, the maximum time allowed for filing a mechanics' lien against your property is 90 days after substantial completion of your project.

TO INSURE EXTRA PROTECTION FOR YOURSELF AND YOUR PROPERTY, YOU MAY WISH TO TAKE ONE OR MORE OF THE FOLLOWING STEPS:
(1) Require that your contractor supply you with a payment and performance bond (not a license bond), which provides that the bonding company will either complete the project or pay damages up to the amount of the bond. This payment and performance bond as well as a copy of the construction contract should be filed with the county recorder for your further protection. The payment and performance bond will usually cost from 1 to 5 percent of the contract amount depending on the contractor's bonding ability. If a contractor cannot obtain such bonding, it may indicate his or her financial incapacity. (2) Require that payments be made directly to subcontractors and material suppliers through a joint control.

Funding services may be available, for a fee, in your area which will establish voucher or other means of payment to your contractor. These services may also provide you with lien waivers and other forms of protection. Any joint control agreement should include the addendum approved by the registrar. (3) Issue joint checks for payment, made out to both your contractor and subcontractors or material suppliers involved in the project. The joint checks should be made payable to the persons or entities which send preliminary notices to you. Those persons or entities have indicated that they may have lien rights on your property; therefore, you need to protect yourself. This will help to insure that all person due are actually paid. (4) Upon making payment on any completed phase of the project, and before making any further payments, require your contractor to provide you with unconditional "Waiver and Release" forms signed by each material supplier, subcontractor, and laborer involved in that portion of the work for which payment was made. The statutory lien releases are set forth in exact language in Section 3262 of the Civil Code. Most stationery stores will sell the "Waiver and Release" forms if your contractor does not have them. The material suppliers, subcontractors, and laborers that you obtain releases from are those persons or entities who have filed preliminary notices with you. If you are not certain of the material suppliers, subcontractors, and laborers working on your project, you may obtain a list from your contractor. On projects involving improvements to a single-family residence or a duplex owned by the individuals, the person signing these releases lose the right to file a mechanics' lien claim against your property. In other types of construction, this protection may still be important, but may not be as complete.

City of Coalinga Homebuyer Program Guidelines Page 55
To protect yourself under this option, you must be certain that all material suppliers, subcontractors, and laborers have signed the "Waiver and Release" form. If a mechanics' lien has been filed against your property, it can only be voluntarily released by a recorded "Release of Mechanics' Lien" signed by the person or entity that filed the mechanics' lien against your property unless the lawsuit to enforce the lien was not timely filed.

You should not make any final payments until any and all such liens are removed. You should consult an attorney if a lien is filed against your property."
Read and acknowledged:

Signature Dated
Signature Dated
City of Coalinga Homebuyer Program Guidelines Page 56

ATTACHMENT K

CITY OF COALINGA OR SELF-HELP ENTERPRISES
CONSTRUCTION PAYMENT REQUEST #
Date
Participant Project Job #
Project Address
Total Contract Amount $ Payment Amount $
Contractor: Construction Supervisor:

Items Completed:

I request payment for work in progress on the above property. I certify that the work itemized above has been completed as of this date.

Contractor's Signature Date
NOTE: Ten percent (10%) of the total contract amount (including all change orders) will be retained by Self-Help Enterprises until 35 days after Notice of Completion is recorded.

The items listed above have been completed satisfactorily.

Please release payment to Contractor as requested (or amended). OWNER'S SIGNATURE DATE APPROVED FOR PAYMENT:

SELF-HELP ENTERPRISES DATE  Mail
 Pick-up
NOTES:

Distribution: WHITE: SHE YELLOW: Owner PINK: Contractor GOLDENROD: Supervisor City of Coalinga Housing Rehabilitation Program Guidelines 1 CITY OF COALINGA

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 (03/10/2022)
City of Coalinga Housing Rehabilitation Program Guidelines 2 CITY OF COALINGA

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
City of Coalinga Housing Rehabilitation Program Guidelines 3 CITY OF COALINGA

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
City of Coalinga Housing Rehabilitation Program Guidelines 4 CITY OF COALINGA

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 Self-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 ensure effective communication with disabled housing applicants, residents and City of Coalinga Housing Rehabilitation Program Guidelines 5 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.

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.

City of Coalinga Housing Rehabilitation Program Guidelines 6 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 projectsshall 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 Contractor List. Contractors who do not respond will be moved to the Inactive Contractor List.

City of Coalinga Housing Rehabilitation Program Guidelines 7 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, 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.

City of Coalinga Housing Rehabilitation Program Guidelines 8 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 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/grants- City of Coalinga Housing Rehabilitation Program Guidelines 9 funding/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 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 City of Coalinga Housing Rehabilitation Program Guidelines 10 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.

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 City of Coalinga Housing Rehabilitation Program Guidelines 11 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 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 City of Coalinga Housing Rehabilitation Program Guidelines 12 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; (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
City of Coalinga Housing Rehabilitation Program Guidelines 13 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 incorporated 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 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.

City of Coalinga Housing Rehabilitation Program Guidelines 14 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-income- limits.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/state- 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 City of Coalinga Housing Rehabilitation Program Guidelines 15 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.

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 City of Coalinga Housing Rehabilitation Program Guidelines 16 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
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.) City of Coalinga Housing Rehabilitation Program Guidelines 17 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 $5,000.

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 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 City of Coalinga Housing Rehabilitation Program Guidelines 18 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
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
City of Coalinga Housing Rehabilitation Program Guidelines 19 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:

City of Coalinga
155 W Durian Avenue
Coalinga, CA 93210
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
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:

City of Coalinga Housing Rehabilitation Program Guidelines 20 • 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.

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 City of Coalinga Housing Rehabilitation Program Guidelines 21 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 Lead- Based 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 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 City of Coalinga Housing Rehabilitation Program Guidelines 22 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.

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).

City of Coalinga Housing Rehabilitation Program Guidelines 23 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.

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 City of Coalinga Housing Rehabilitation Program Guidelines 24 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.

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.

City of Coalinga Housing Rehabilitation Program Guidelines 25 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
• 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.

City of Coalinga Housing Rehabilitation Program Guidelines 26 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.

City of Coalinga Housing Rehabilitation Program Guidelines 27 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.

City of Coalinga Housing Rehabilitation Program Guidelines 28 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.

City of Coalinga Housing Rehabilitation Program Guidelines 29 (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;
City of Coalinga Housing Rehabilitation Program Guidelines 30 (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;
City of Coalinga Housing Rehabilitation Program Guidelines 31 (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.

City of Coalinga Housing Rehabilitation Program Guidelines 32 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.

City of Coalinga Housing Rehabilitation Program Guidelines 33 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.

City of Coalinga Housing Rehabilitation Program Guidelines 34 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).

City of Coalinga Housing Rehabilitation Program Guidelines 35 ATTACHMENT C

HOME PROGRAM HOMEOWNERSHIP VALUE LIMITS FOR FRESNO COUNTY (HOME Value Limits as of 06/1/2021)
FRESNO COUNTY One-Family
$282,000 $304,000

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 FRESNO 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 FRESNO 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 2021 INCOME LIMITS FOR CALHOME

ADJUSTED FOR FAMILY SIZE FOR FRESNO COUNTY
Income
Level
Household Size
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”).

City of Coalinga Housing Rehabilitation Program Guidelines 36 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.

City of Coalinga Housing Rehabilitation Program Guidelines 37 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
Mail
City of Coalinga Housing Rehabilitation Program Guidelines 38 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 CITY OF COALINGA (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:

1. Provide proper notices with counseling and referral services to all tenants so that they City of Coalinga Housing Rehabilitation Program Guidelines 39 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 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 City of Coalinga Housing Rehabilitation Program Guidelines 40 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; b. Packing, crating, unpacking, and uncrating of personal property; City of Coalinga Housing Rehabilitation Program Guidelines 41 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 unit(s) is demolished and replaced with a structure equal in size without in loss number of units or bedrooms.)
City of Coalinga Housing Rehabilitation Program Guidelines 42 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 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.

City of Coalinga Housing Rehabilitation Program Guidelines 43 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.

City of Coalinga Housing Rehabilitation Program Guidelines 44 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)
City of Coalinga Housing Rehabilitation Program Guidelines 45 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)
City of Coalinga Housing Rehabilitation Program Guidelines 46 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
City of Coalinga Housing Rehabilitation Program Guidelines 47 ATTACHMENT F

LOAN SERVICING POLICIES AND PROCEDURES

FOR THE CITY OF COALINGA
The City of Coalinga, 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 maintain payment of property taxes then the Sponsor may pay the taxes current and add the City of Coalinga Housing Rehabilitation Program Guidelines 48 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 between January 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 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 City of Coalinga Housing Rehabilitation Program Guidelines 49 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 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 City of Coalinga Housing Rehabilitation Program Guidelines 50 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 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 City of Coalinga Housing Rehabilitation Program Guidelines 51 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.

City of Coalinga Housing Rehabilitation Program Guidelines 52 ATTACHMENT G
CITY OF COALINGA’S

FORECLOSURE POLICY
Sponsor As Junior Lienholder
It is the City of Coalinga’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 increasingly urgent manner until loan payments have reached 90 days in arrears, at which time City of Coalinga Housing Rehabilitation Program Guidelines 53 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.

City of Coalinga Housing Rehabilitation Program Guidelines 54 ATTACHMENT H

CERTIFICATION OF OCCUPANCY

CITY OF COALINGA
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: ___________________________________________________________ City of Coalinga Housing Rehabilitation Program Guidelines 55 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:

STAFF REPORT - CITY COUNCIL/SUCCESSOR AGENCY/PUBLIC FINANCE

AUTHORITY
Subject: Check Register: 04/01/2022 - 04/30/2022
Meeting Date: June 16, 2022
From: Marissa Trejo, City Manager
Prepared by: Yasmin Gonzalez, Financial Services Supervisor I. RECOMMENDATION:

II. BACKGROUND:

III. DISCUSSION:

IV. ALTERNATIVES:

V. FISCAL IMPACT:

ATTACHMENTS:

File Name Description
Check_Register_Cover_Sheet_for_Council-_04-2022.pdf Check Register Cover Sheet - April 2022 Expense_Approval_Rpt-04-2022.pdf Check Register - April 2022 EXPENSES: 4/1/2022 through 4/30/2022
ACCOUNTS PAYABLE:

Month Ending: 4/30/2022 Registers: # 68430 - 68622 $ 1,518,243.21 PAYROLL:

Pay Period Ending: 3/27/2022 Payroll Check # 18543-18547 $ 1,981.14 Pay Date: 4/1/2022 Direct Deposit $ 191,919.55
Payroll Total: $ 193,900.69
Pay Period Ending: 4/10/2022 Payroll Check # 18547-18552 $ 4,919.42 Pay Date: 4/15/2022 Direct Deposit $ 173,662.73
Separations: 4/15/2022 Payroll Check # 18553-18554 $ 4,849.10 Payroll Total: $ 183,431.25
Pay Period Ending: 4/24/2022 Payroll Check # 18555-18562 $ 6,692.79 Pay Date: 4/29/2022 Direct Deposit $ 166,384.40
Payroll Total: $ 173,077.19
TOTAL CHECK REGISTERS THROUGH: 4/30/22 $ 2,068,652.34

CHECK REGISTER

COUNCIL MEETING OF
June 16, 2022
5/12/2022 12:11:21 PM Page 1 of 28
Expense Approval Report
Coalinga, CA By Payment Number
Payment Dates 4/1/2022 - 4/30/2022
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
68430 4/4/2022 1176 CB&T Columbus Bank & Trust 384.57
0003739 Unreimbursed Medical 950-000-34500 384.57
68431 4/4/2022 1205 City Employee Contrib. Assoc. 80.00 0003727 CECA Dues 950-000-33000 80.00
68432 4/4/2022 1223 Coalinga Firefighters 940.00
0003728 Fire Union Dues 950-000-33300 900.00
0003733 Fire Union Dues 950-000-33300 40.00
68433 4/4/2022 1228 Coalinga Peach Officer's Association 745.92 0003731 Mastagni Law Firm 950-000-33200 245.00
0003734 CPOA Dues 950-000-33200 245.00
0003735 PORAC Dues 950-000-33200 255.92
68434 4/4/2022 1384 Franchise Tax Board 225.00
0003729 FTB Sacramento 950-000-34010 225.00
68435 4/4/2022 1487 ICMA 457 Retirement Trust 11,786.90 0003721 457 ICMA EE$ / ER% 950-000-32100 2,656.44
0003722 457 ICMA $$ Gen 950-000-32100 270.00
0003723 457 ICMA % General 950-000-32100 8,860.46
68436 4/4/2022 1586 Legal Shield 148.19
0003730 Pre-Paid Legal Shield 950-000-34060 148.19
68437 4/4/2022 02043 New York Life Insurance 516.56
0003732 New York Life 950-000-32400 516.56
68438 4/4/2022 1820 SEIU Local 521 - Dues W/H 691.80
0003736 SEIU COPE 950-000-33000 40.00
0003737 SEIU Dues 950-000-33000 651.80
68439 4/7/2022 1224 Coalinga Hardware 176.95
791553 1/20 WP All Thread 501-503-70140 26.40
791642 2/20 WP Bulbs 501-503-70140 20.68
791711 2/20 WWP Washer 503-520-70140 0.33
791753 2/20 WP Metal Pad 501-503-70140 5.78
791768 2/20 FD Screws for Light 101-416-84030 7.87
791798 2/20 WP Two Cycle Oil 501-503-70140 11.55
791800 2/20 WWP Rubber Straps 503-520-70140 3.51
791803 2/20 WP Two Cycle Oil 501-503-70140 11.55
791815 2/20 WWP Rubber Strap/Locking Plug 503-520-70140 54.18 791817 2/20 WWP 6' Cord 503-520-70140 25.87
791835 2/20 WWP Keykrafter 503-520-70140 41.30
CM0000142 2/20 WWP Generator Adapter CR Return 503-520-70140 -15.52 CM0000143 2/20 WWP Surface Mnt CR Return 503-520-70140 -16.55 68440 4/7/2022 02388 Amazon Capital Services, Inc. 41.06 1N36-JMDC-JYTF 3/22 FIN Office Supplies 101-406-70010 1.24 1N36-JMDC-JYTF 3/22 FIN Office Supplies 501-406-70010 16.42 1N36-JMDC-JYTF 3/22 FIN Office Supplies 502-406-70010 14.37 1N36-JMDC-JYTF 3/22 FIN Office Supplies 503-406-70010 8.21 1N36-JMDC-JYTF 3/22 FIN Office Supplies 504-406-70010 0.82 68441 4/7/2022 1112 Billingsley Tire Service 477.48
267269 3/22 FD Ambulance Maintenance Service #7206 117-416-84060 238.42 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 2 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
267277 3/22 FD Ambulance Maintenance Service #207 117-416-84060 239.06 68442 4/7/2022 1141 California Building Standards Commission 45.90 0003750 4/22 BLDG Standards Reports 3rd Qtr (1/1-3/31/22) 101-000-10500 51.00 0003750 4/22 Less 10% Retainer 101-400-48200 -5.10
68443 4/7/2022 1142 California Business Machines 524.65 293946 3/22 Copier Maint. Agreement COUNCIL 101-401-84010 36.76 293946 3/22 Copier Maint. Agreement CD 101-404-84010 23.76 293946 3/22 Copier Maint. Agreement PW 101-404-84010 4.18 293946 3/22 Copier Maint. Agreement CITY MGR 101-405-84010 10.48 293946 3/22 Copier Maint. Agreement FINANCE 101-406-84010 4.57 293946 3/22 Copier Maint. Agreement HR 101-408-84010 37.54 293946 3/22 Copier Maint. Agreement HR 101-408-84010 10.49 293946 3/22 Copier Maint. Agreement PD 101-413-84010 148.79 293946 3/22 Copier Maint. Agreement FD 101-416-84010 18.06 293946 3/22 Copier Maint. Agreement HR 107-422-84010 1.47 293946 3/22 Copier Maint. Agreement PW 107-422-84010 10.45 293946 3/22 Copier Maint. Agreement HR 117-416-84010 8.83 293946 3/22 Copier Maint. Agreement FINANCE 501-406-84010 60.99 293946 3/22 Copier Maint. Agreement HR 501-406-84010 2.92 293946 3/22 Copier Maint. Agreement HR 501-503-84010 4.42 293946 3/22 Copier Maint. Agreement WP 501-503-84010 8.06 293946 3.22 Copier Maint. Agreement HR 501-508-84010 5.15 293946 3/22 Copier Maint. Agreement PW 501-508-84010 2.09 293946 3/22 Copier Maint. Agreement HR 502-406-84010 2.94 293946 3/22 Copier Maint. Agreement FINANCE 502-406-84010 53.37 293946 3/22 Copier Maint. Agreement HR 502-510-84010 5.15 293946 3/22 Copier Maint. Agreement PW 502-510-84010 8.36 293946 3/22 Copier Maint. Agreement HR 503-406-84010 1.10 293946 3/22 Copier Maint. Agreement FINANCE 503-406-84010 30.50 293946 3/22 Copier Maint. Agreement PW 503-520-84010 10.45 293946 3/22 Copier Maint. Agreement WWP 503-520-84010 0.35 293946 3/22 Copier Maint. Agreement HR 503-520-84010 2.21 293946 3/22 Copier Maint. Agreement HR 503-521-84010 0.74 293946 3/22 Copier Maint. Agreement PW 503-521-84010 6.27 293946 3/22 Copier Maint. Agreement FINANCE 504-406-84010 3.05 293946 3/22 Copier Maint. Agreement HR 504-406-84010 0.37 293946 3/22 Copier Maint. Agreement HR 820-610-84010 0.78 68446 4/7/2022 1170 Cargill, Incorporated 5,437.06
2907013411 3/22 WP Salt for Hypochlorite 501-503-70300 5,437.06 68447 4/7/2022 1192 Chemtrade Chemicals US, LLC 5,453.80 93313030 3/22 WP Chemical Alum 501-503-70240 5,453.80
68448 4/7/2022 02594 Cintas Corporation #3 655.29
4114984247 3/22 SVC Employee Uniforms & Mats W3/30 101-431-70100 15.76 4114984247 3/22 BLDG Employee Uniforms & Mats W3/30 101-432-84030 10.95 4114984247 3/22 PW Employee Uniforms & Mats W3/30 107-422-70100 138.82 4114984247 3/22 WP Employee Uniforms & Mats W3/30 501-503-70100 28.77 4114984247 3/22 PW Employee Uniforms & Mats W3/30 501-508-70100 138.83 4114984247 3/22 PW Employee Uniforms & Mats W3/30 502-510-70100 138.82 4114984247 3/22 WWP Employee Uniforms & Mats W3/30 503-520-70100 28.76 4114984247 3/22 PW Employee Uniforms & Mats W3/30 503-521-70100 138.82 4114984247 3/22 SS Employee Uniforms & Mats W3/30 504-535-70100 15.76 68449 4/7/2022 1207 City of Coalinga 11,324.29
0003749 90-11379-001 Animal House-Fresno/Coalinga Rd 101-413-72010 52.81 0003749 01-11035-004 270 s 6th St 101-415-72010 94.49
0003749 70-08484-001 302 W Elm-Firehouse 101-416-72010 1,307.02 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 3 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
0003749 70-08559-001 160 W Elm-Annex 101-432-72010 56.14 0003749 70-08562-001 155 W Durian-Landscaping 101-432-72010 431.20 0003749 70-08563-002 155 W Durian-Bldg 101-432-72010 1,612.53 0003749 70-08558-001 160 W Elm-Old City Hall 101-432-72010 21.41 0003749 90-11992-001 Airport-Median 2 101-435-72010 51.67 0003749 90-10892-002 Coalinga AP Res 101-435-72010 61.50 0003749 90-11994-001 Airport-Median 4 101-435-72010 42.66 0003749 90-11993-001 Airport-Median 3 101-435-72010 42.66 0003749 90-11991-001 Airport-Median 1 101-435-72010 42.66 0003749 90-10891-001 27500 W Phelps-AP Spencer House 101-435-72010 85.20 0003749 90-10883-001 27500 W Phelps-AP Access Road 101-435-72010 42.66 0003749 44-11880-001 Centennial Park 101-440-72011 514.35 0003749 71-08739-001 200 E Pacific 101-440-72011 519.89 0003749 42-11981-001 W Gale & Hwy 198 101-440-72011 35.37 0003749 70-08545-001 6th/Elm-Parking 101-440-72011 64.17 0003749 84-12000-001 Sandalwood Park 3 101-440-72011 1,030.48 0003749 01-11879-001 Plaza Park 101-440-72011 29.83
0003749 51-04490-001 E Aport/Elm Lots 101-440-72011 29.83 0003749 84-11980-001 Jayne Ave Landscaping 101-440-72011 29.83 0003749 51-04491-001 E Elm Trees 101-440-72011 29.83
0003749 45-11979-001 Centennial Park Landscaping 101-440-72011 494.02 0003749 70-08679-001 Sunset/6th-Ventera 101-440-72011 29.83 0003749 71-11970-001 Forest/Pacific 101-440-72011 29.83 0003749 82-10406-001 E Polk/Warthan Crk Lot 101-440-72011 29.83 0003749 84-10736-001 Sandalwood/Longhollow 107-422-72010 34.34 0003749 22-08117-001 Hayes Lot 107-422-72010 119.26
0003749 44-04178-001 San Simeon/Posa Chanet 107-422-72010 119.26 0003749 82-10397-001 1075 W Elm/Pacific/Lucille 107-422-72010 119.26 0003749 84-10691-003 Juniper/Jayne 107-422-72010 123.77 0003749 84-10693-001 Juniper Rdg/Jayne 107-422-72010 123.77 0003749 45-04295-002 Phelps/La Cuesta 107-422-72010 132.19 0003749 41-03184-001 W Joaquin/Wash Lot 107-422-72010 451.53 0003749 41-03130-001 Monterey/Monroe 107-422-72010 464.46 0003749 32-01424-001 Hillview/Monterey 107-422-72010 29.83 0003749 70-08463-001 290 W Elm-Museum 107-422-72010 226.74 0003749 22-11239-001 Creek Side Lot 107-422-72010 29.83 0003749 84-10692-001 Juniper Rdg/Jayne 107-422-72010 34.34 0003749 84-11908-001 Copper/Canyon-Landscaping 107-422-72010 29.83 0003749 82-11910-001 Hwy 198/Lucille-Landscaping 107-422-72010 29.83 0003749 42-03294-001 Sunset/Fifth Lot 107-422-72010 29.83 0003749 70-11990-001 Elm/6th Landscaping 2 107-422-72010 29.83 0003749 70-11963-001 Cedar/Fifth Clock 107-422-72010 29.83 0003749 01-00006-001 200 E Elm-Trees 107-422-72010 29.83 0003749 62-08395-001 Forest/Second St 107-422-72010 29.83 0003749 45-04297-002 Posa Chanet Blvd 107-422-72010 57.54 0003749 52-11634-001 Cherry Ln-Median 4 107-422-72010 29.83 0003749 61-06870-001 Lynch Park-Triangle 107-422-72010 29.83 0003749 52-11631-001 Cherry Ln-Median 1 107-422-72010 29.83 0003749 52-11632-001 Cherry Ln-Median 2 107-422-72010 29.83 0003749 51-12025-001 E Elm/Van Ness Trees 107-422-72010 29.83 0003749 52-06069-001 Van Ness/Second St Lot 107-422-72010 29.83 0003749 41-03193-001 Princeton/Wash Lot 107-422-72010 29.83 0003749 51-04426-001 Baker/Rotary Lot 107-422-72010 29.83 0003749 42-03438-001 Van Ness/Ash St. Lot 107-422-72010 29.83 0003749 52-11633-001 Cherry Ln-Median 3 107-422-72010 29.83 0003749 01-11986-001 Elm/4th Landscaping 107-422-72010 29.83 0003749 01-11987-001 Elm/4th Landscaping 2 107-422-72010 42.76 0003749 70-11988-001 Elm/6th Landscaping 107-422-72010 39.07 0003749 22-08436-001 Forest/First Lot 107-422-72010 29.83 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 4 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
0003749 82-11346-001 Waste Water Plant 503-520-72010 1,560.07 0003749 82-10306-001 Meter Shop 503-521-72010 40.92
0003749 82-10304-001 Service Yard 503-521-72010 196.88
68454 4/7/2022 1207 City of Coalinga 100.31
0003753 4/22 Natural Gas Assistance - 32-01330-021 502-510-80100 100.31 68455 4/7/2022 1224 Coalinga Hardware 903.25
807873 3/22 WWP Cleaning Supplies 503-520-70140 94.35
808122 4/22 CC Misc Supplies for Elk Lodge - Clean Up 101-401-70440 836.85 808124 4/22 CC Misc Supplies for Elk Lodge - Clean Up 101-401-70440 83.76 CM0000301 4/22 CC Misc Supplies for Elk Lodge - Clean Up CR 101-401-70440 -111.71 68456 4/7/2022 1298 Division of Administrative Services 13.06 0003751 4/22 SMIP Report 3rd Report (1/1-3/31/22) 101-000-10400 13.75 0003751 4/22 Less 5% Withheld 101-400-48200 -0.69
68457 4/7/2022 1360 FedEx 107.88
7-710-34749 4/22 PD GSR Kit Postage & Shipping 101-413-70030 107.88 68458 4/7/2022 02091 Frisch Engineering, Inc. 41,919.12 10014-2011b 2/22 WP SCADA Upgrade 501-503-98441 41,919.12 68459 4/7/2022 1415 Gabriel Subia 90.00
0003748 3/22 WP Reimbursement for T3 Renewal - G. Subia 501-503-86032 90.00 68460 4/7/2022 1424 Geil Enterprises, Inc. 301.47
413091 3/22 BLDG Janitoral Supplies 101-432-84030 301.47 68461 4/7/2022 1449 Griswold Industries 620.40
841001 3/22 WP 6" Cla-Val Repair Kit 501-503-84020 620.40 68462 4/7/2022 1451 Hach Company 266.02
12940355 3/22 WP Lab Supplies 501-503-70202 266.02
68463 4/7/2022 02325 Heather McCoy 1,500.00
1344 3/22 PD Victim Exam 101-413-88080 1,500.00
68464 4/7/2022 1479 HR Electric 87.50
I220404416 4/22 WWP Blower Motor Disconnect 503-520-84020 87.50 68465 4/7/2022 02201 Jimmy E. Phelaw 21,597.80
046084 2/22 FD C-Service & Repairs for #E171 101-416-84060 7,872.49 046106 3/22 FD C-Service & Repairs on #E371 101-416-84060 6,498.55 046119 3/22 FD Repairs on #E171 101-416-84060 7,226.76
68466 4/7/2022 1553 Keller Ford 172.09
667049 9/21 FD AMD Repairs 117-416-84060 172.09
68467 4/7/2022 1571 L.N. Curtis & Sons 1,558.26
INV578320 3/22 FD Truck Equipment 101-416-98043 583.93
INV579604 3/22 FD Truck Equipment 101-416-98043 228.85
INV579809 3/22 FD Truck Equipment 101-416-98043 84.96
INV580011 3/22 FD Truck Equipment 101-416-98043 641.41
INV582886 3/22 PD Misc Uniforms Supplies 101-413-70440 19.11 68468 4/7/2022 02407 Lighthouse Electrical, Inc. 289,048.79 0003746 3/22 WP Ret #4 WTP Improvements (SCADA) 501-000-10003 -15,213.09 0003746 3/22 WP Prog Pmt #4 501-503-98441 304,261.88
68469 4/7/2022 02570 Linde Gas & Equipment Inc. 577.66
69874484 3/22 FD Oxygen 117-416-75000 577.66
68470 4/7/2022 02329 Michael K. Nunley & Associates, Inc. 27,806.72 100447 3/22 PW La Questa Lift Station Rehab 503-521-98994 3,600.67 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 5 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
100448 3/22 PW New Los Gatos Lift Station 503-521-98995 185.40 100524 3/22 WP TTHM Reduction Project 501-503-98441 2,026.01 100525 3/22 WP Coalinga Derrick Reservoir 501-503-98441 21,994.64 68471 4/7/2022 1661 Mountain Valley Pest Control, Inc. 75.00 110255 2/22 WP Pest Control Services 501-503-84030 45.00 110256 2/22 WWP Pest Control Services 503-520-84030 30.00 68472 4/7/2022 1690 NTU Technologies, Inc. 7,071.12
11893 3/22 WP Chemical Poly 501-503-70270 7,071.12
68473 4/7/2022 1695 Office Depot 54.57
234616491001 3/22 PD Office Supplies 101-413-70010 54.57 68474 4/7/2022 1692 O'Reilly Automotive, Inc. 63.30
4316-395188 12/21 FD Misc Supplies 101-416-70440 37.01
4316-405082 3/22 FD Misc Supplies 101-416-70440 17.54
4316-405358 3/22 FD Brake Fluid for Staff Vehicle 101-416-84060 5.22 SC03983032 1/22 FD Finance Late Payment Charge 101-416-70440 1.18 SC04000568 2/22 FD Finance Late Payment Charge 101-416-70440 2.35 68475 4/7/2022 1704 Overhead Technology, Inc. 1,495.00
705451 3/22 WP Crane Inspection 501-503-84020 1,495.00
68476 4/7/2022 1513 Pacific Telemanagement Services 100.00 2084761 2/22 PD 911 Systems Operational 101-413-88100 100.00 68477 4/7/2022 1721 PG&E 161.37
0003752 3/22 Frame Park Electricity (5120357172-7) 101-440-72011 161.37 68478 4/7/2022 1721 PG&E 78,081.54
90624-022822 2/22 PW Gas Delivery SE 31 20 15HWY(7001750902-0) 502-510-80020 78,081.54 68479 4/7/2022 1708 PG&E Payment Processing Center 12,121.59 98050-033122 3/22 PW Gas Transmission - Volumetric 502-510-80020 3,566.14 98050-033122 3/22 PW Gas Transmission - Reservation 502-510-80020 8,555.45 68480 4/7/2022 1725 Pioneer Research Corporation 4,327.92 261404 3/22 WWP Weed Control 503-520-84051 4,327.92
68481 4/7/2022 1858 Sparkletts 266.88
9689215 033122 4/22 BLDG Water Delivery 101-432-72010 108.02 9689215 033122 4/22 PW Water Delivery 502-510-70440 79.43 9689215 033122 4/22 PW Water Delivery 503-521-70440 79.43 68482 4/7/2022 1886 SWRCB 65.00
0003747 3/22 WP Operator Exam Prep - T. Hawk 501-503-86032 65.00 68483 4/7/2022 1935 Tri-City Engineering 4,541.25
2770-41 3/22 WP Coalinga Derrick 501-503-98441 625.00
2943-01 3/22 PW Splash Pad Project 101-440-98981 3,916.25 68484 4/7/2022 02185 Unwired Broadband 251.99
INV01300350 4/22 WP Internet Service 501-503-72030 251.99 68485 4/7/2022 1963 US Postmaster 198.00
0003745 4/22 FIN P.O. Box 378 Annual Rental Fee 2022-2023 101-406-70010 198.00 68486 4/7/2022 1973 Verizon Wireless Services, LLC 266.07 9902553509 2/22 FD IPad Mobile Data (542044026-00004) 101-416-72030 266.07 68487 4/7/2022 1973 Verizon Wireless Services, LLC 230.86 9902553508 2/22 FD Vehicle Data (542044026-00003) 101-416-72030 230.86 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 6 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
68488 4/7/2022 1993 West Hills Oil, Inc. 17,359.94
73438 3/22 FD Fuel for March 2022 101-416-70160 12,044.63 73440 3/22 PD Fuel for March 2022 101-413-70160 5,315.31 68489 4/7/2022 1997 Westside Supply 338.31
14654 3/22 WP Misc Pipe Fittings 501-503-70140 287.31
W220331 3/22 WP Equipment/Cylinder Rental 501-503-82030 34.00 WW220331 3/22 WWP Equipment/Cylinder Rental 503-520-82030 17.00 68490 4/7/2022 2002 Wittman Enterprises, LLC 3,356.81
2202019 2/22 FD Ambulance Billing Fee 117-416-75040 3,356.81 68491 4/13/2022 02599 4B'S Spraying Inc. 32,000.00
220404 4/22 WWP Squirrel Traps & Maintaining Bait Station 503-520-84030 900.00 220404-1 4/22 WWP All Dozing & Discing 503-520-98050 5,200.00 220404-2 4/22 WWP All Lowbed, Ripping & Clean Up 503-520-98050 8,500.00 220404-3 4/22 WWP All Spreading & Loader Rental 503-520-98050 9,000.00 220404-4 4/22 WWP All Leveling & Discing 503-520-98050 7,300.00 220404-5 4/22 WWP All Bordering 503-520-98050 1,100.00
68492 4/13/2022 02386 American Office Solutions, LLC 867.19 18041 8/21 ADMIN Computer - J. Chavez Code Enforcement 101-405-84010 867.19 68493 4/13/2022 02546 AT&T Corp. 144.90
220900870 4/22 PD Internet (50000002334) 101-413-72030 144.90 68494 4/13/2022 1112 Billingsley Tire Service 2,293.10
266886 3/22 PD Vehicle Maintenance for Unit #C225 101-413-84060 842.77 267247 3/22 PD Vehicle Maintenance for Unit #C31 101-413-84060 129.95 267251 3/22 PD Vehicle Maintenance for Unit #C31 101-413-84060 1,320.38 68495 4/13/2022 1133 Bureau of Reclamation 44,521.43
0003755 4/22 WP March 2022 Actual 307AF 501-503-80010 21,809.28 0003755 4/22 WP March 2022 CVPIA Restoration307AF 501-503-80010 6,895.22 0003755 4/22 WP March 2022 Trinity PUD Assessment 307AF 501-503-80010 46.05 0003755 4/22 WP June 2022 Estimate 435AF 501-503-80010 30,902.40 0003755 4/22 WP March 2022 Estimate -213AF 501-503-80010 -15,131.52 68496 4/13/2022 02594 Cintas Corporation #3 361.33
4115661165 4/22 SVC Employee Uniforms & Mats W4/6 101-431-70100 15.82 4115661165 4/22 BLDG Employee Uniforms & Mats W4/6 101-432-84030 10.95 4115661165 4/22 PW Employee Uniforms & Mats W4/6 107-422-70100 65.25 4115661165 4/22 WP Employee Uniforms & Mats W4/6 501-503-70100 28.88 4115661165 4/22 PW Employee Uniforms & Mats W4/6 501-508-70100 65.25 4115661165 4/22 PW Employee Uniforms & Mats W4/6 502-510-70100 65.25 4115661165 4/22 WWP Employee Uniforms & Mats W4/6 503-520-70100 28.87 4115661165 4/22 PW Employee Uniforms & Mats W4/6 503-521-70100 65.24 4115661165 4/22 SS Employee Uniforms & Mats W4/6 504-535-70100 15.82 68497 4/13/2022 1224 Coalinga Hardware 173.56
795981 8/20 FD Misc Supplies 101-416-70440 13.63
796527 9/20 FD Misc Supplies 101-416-70440 5.79
796529 9/20 FD Misc Supplies 101-416-70440 6.81
801307 5/21 FD Misc Supplies 101-416-70440 13.64
803700 8/21 FD Misc Supplies 101-416-70440 16.55
807943 3/22 PW Zip Ties for Shut Offs 501-508-70140 3.93 807943 3/22 PW Zip Ties for Shut Offs 502-510-70140 3.93 808188 4/22 PW Water Hose for Yard 501-508-84030 14.49
808188 4/22 PW Water Hose for Yard 502-510-84030 14.49
808188 4/22 PW Water Hose for Yard 503-521-84030 14.49
808194 4/22 FD Chainsaw Parts 101-416-70060 38.29
808229 4/22 FD Supplies for Kitchen Remodel 101-416-84030 17.59 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 7 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
808275 4/22 FD Supplies for Kitchen Remodel 101-416-84030 9.93 68498 4/13/2022 1243 Cook's Communications 125.46
150413 3/22 FD Radio Repair 101-416-84070 125.46
68499 4/13/2022 1288 Department of Justice 1,827.00
570812 4/22 PD Livescans 101-413-88100 1,827.00
68500 4/13/2022 02584 Eric Beasley 475.00
20908 3/22 FD Training Course Reimb - E. Beasley 101-416-86010 475.00 68501 4/13/2022 1356 Fastenal Company 205.50
CALEM40255 4/22 FD Station Supplies 101-416-70450 205.50 68502 4/13/2022 1397 Fresno Council of Governments 10,000.00 0003754 2/22 CD Multi Jurisdictional Housing Element Cy 6 101-404-88160 10,000.00 68503 4/13/2022 1407 Fresno County Sheriff 352.00
SO19276 3/22 PD RMS/JMS/CAD - March 2022 101-413-88100 352.00 68504 4/13/2022 02379 Geotab USA, Inc. 98.75
IN301873 3/22 PW GPS Sweepers & ATV's 101-440-88100 59.25 IN301873 3/22 SS GPS Sweepers & ATV's 504-535-88100 39.50 68505 4/13/2022 02192 Gimme Love Animal Shelter 1,800.00 421 3/22 PD Shelter Services for March 2022 101-415-88100 1,800.00 68506 4/13/2022 1446 Granite Construction Company 77.74 2203389 3/22 PW Sand for Gas Line 502-510-70130 77.74
68507 4/13/2022 1494 Interstate Gas Services, Inc. 5,365.00 7021649 3/22 PW Utility Consulting for March 2022 501-503-88100 2,220.00 7021649 3/22 PW Utility Consulting for March 2022 502-510-88100 2,035.00 7021649 3/22 PW Utility Consulting for March 2022 503-520-88100 1,110.00 68508 4/13/2022 02600 Katch Environmental Inc. 920.00
2935 4/22 BLDG Mold Testing 101-432-84030 920.00
68509 4/13/2022 1571 L.N. Curtis & Sons 347.76
INV581410 3/22 PD Equipment 101-413-98040 347.76
68510 4/13/2022 1583 Leaf 855.46
13087854 4/22 CC Copier Lease 101-401-84010 27.26
13087854 4/22 CD Copier Lease 101-404-84010 27.26
13087854 4/22 CM Copier Lease 101-405-84010 27.26
13087854 4/22 FIN Copier Lease 101-406-84010 5.23
13087854 4/22 HR Copier Lease 101-408-84010 67.12
13087854 4/22 HR Copier Lease 101-408-84010 27.26
13087854 4/22 PD Copier Lease 101-413-84010 244.83
13087854 4/22 FD Copier Lease 101-416-84010 113.83
13087854 4/22 HR Copier Lease 107-422-84010 2.63
13087854 4/22 HR Copier Lease 117-416-84010 15.79
13087854 4/22 FIN Copier Lease 501-406-84010 69.78
13087854 4/22 HR Copier Lease 501-406-84010 5.26
13087854 4/22 HR Copier Lease 501-503-84010 7.90
13087854 4/22 WP Copier Lease 501-503-84010 27.24
13087854 4/22 HR Copier Lease 501-508-84010 9.21
13087854 4/22 FIN Copier Lease 502-406-84010 61.05
13087854 4/22 HR Copier Lease 502-406-84010 5.26
13087854 4/22 HR Copier Lease 502-510-84010 9.21
13087854 4/22 PW Copier Lease 502-510-84010 27.24
13087854 4/22 HR Copier Lease 503-406-84010 1.97
13087854 4/22 FIN Copier Lease 503-406-84010 34.89
13087854 4/22 HR Copier Lease 503-520-84010 3.95
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 8 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
13087854 4/22 WWP Copier Lease 503-520-84010 27.24
13087854 4/22 HR Copier Lease 503-521-84010 1.32
13087854 4/22 HR Copier Lease 504-406-84010 0.66
13087854 4/22 FIN Copier Lease 504-406-84010 3.49
13087854 4/22 HR Copier Lease 820-610-84010 1.32
68512 4/13/2022 1593 Life Assist, Inc. 575.64
1195404 4/22 FD Medical Supplies 117-416-75000 260.00
1195556 4/22 FD Medical Supplies 117-416-75000 315.64
68513 4/13/2022 02570 Linde Gas & Equipment Inc. 11.04
67557860 11/21 FD Finance Charge 117-416-75000 11.04
68514 4/13/2022 1655 Moreno's Plumbing 202.98
002718 3/22 AP Toilet Leak Repair 101-435-84030 202.98
68515 4/13/2022 1661 Mountain Valley Pest Control, Inc. 56.00 110423 3/22 BLDG Pest Control Service 101-432-84030 28.00 110424 3/22 FD Pest Control Services 101-416-84050 28.00 68516 4/13/2022 1722 PG&E 1533-5 78,762.81
0003757 705841037 7th & Elm FD Horn 101-416-72020 38.78 0003757 7053841272 300 W Elm FD Lights 101-416-72020 1,653.84 0003757 7053841516 PD/Jail/City Hall 101-432-72020 5,172.84 0003757 795617993 240 N 6th St 101-432-72020 1,148.90
0003757 7053841771 27500 Phelps Ave Ste 1 101-435-72020 120.91 0003757 7053841565 NW Cor Phelps-Airport Lights 101-435-72020 1,051.65 0003757 7053841899 27500 Phelps Ave Ste 19 101-435-72020 17.84 0003757 7054189141 Sunset & 5th Ave 101-440-72011 9.56
0003757 7053841177 300 Coalinga Plaza - Pedestal Frame Par 101-440-72011 11.91 0003757 7053841936 408 S 5th Lynch Park 101-440-72011 11.92 0003757 7053841921 Sunset & Washington-Wtr Ftn 101-440-72011 23.82 0003757 7053841050 5th & Cedar Tower Clock 101-440-72011 41.69 0003757 7053841004 160W Elm Arpt 3144 Term Bldg 110-424-72021 135.91 0003757 7053841002 160W Elm Arpt 3144 Term Bldg 110-424-72021 1,014.26 0003757 7053841016 160W Elm Arpt 3144 Term Bldg 110-424-72021 881.17 0003757 7053841244 TR 5344 Promontory Point 110-424-72021 184.94 0003757 7053841555 TR 5451 Warthan & Meadows 110-424-72021 814.11 0003757 7053841429 TR 5339 Dorothy Allen Est 110-424-72021 354.58 0003757 3443128591 City Sunset St Project PM#30257800 110-424-72021 93.16 0003757 7053841536 160 W Elm Street Light Inv Proj 110-424-72021 91.02 0003757 3443128925 TR 5140 Sandalwood Const Jayne & Willow 110-424-72021 125.14 0003757 7053841534 160 W Elm Street Light Inv Proj 110-424-72021 90.84 0003757 7055365996 Elm & Second 110-424-72021 114.75
0003757 7053841022 160W Elm Arpt 3144 Term Bldg 110-424-72021 112.67 0003757 7058160009 N/S of Phelps Ave (West of Posa Chanet) 110-424-72021 105.35 0003757 7053841008 160W Elm Arpt 3144 Term Bldg 110-424-72021 2,764.68 0003757 3443128411 TR 5208 Spano Ent Posa Chanet 110-424-72021 104.99 0003757 7053841979 City Yard 110-424-72021 177.46
0003757 3289090333 260 1/2 Cambridge Ave 110-424-72021 168.04 0003757 7053841397 Cambridge & Elm Hwy 198 110-424-72021 141.22 0003757 3443128041 TR 5246 Phase II Stallion Spr 110-424-72021 136.96 0003757 7053841157 240 W Elm Storage Bldg 110-424-72021 92.14 0003757 7053841253 Cambridge & Joaquin 110-424-72021 200.92 0003757 7053841204 SE Crn 1st & Forest Landscap Trees 110-424-72021 9.53 0003757 7053841505 Cambridge & Elm Hwy 198 110-424-72021 259.91 0003757 7058903139 Tache Way & Warthan St 110-424-72021 13.50 0003757 7053841349 160 W Elm 110-424-72021 23.64
0003757 7055180510 Forest Ave Btwn 3rd St & 5th St 110-424-72021 40.50 0003757 7053841538 160 W Elm Street Light Inv Proj 110-424-72021 44.27 0003757 7050256422 6th & Durian 110-424-72021 85.74
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 9 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
0003757 705381308 Van Ness & Elm 110-424-72021 45.91
0003757 7051816617 Jayne Ave Willow Springs 110-424-72021 77.16 0003757 7053841848 SE Juniper Rdg Sprinklers 110-424-72021 24.24 0003757 1638874976 25 1/2 W Polk 110-424-72021 71.16
0003757 3249826069 TR 4492 Fox Hollow II 110-424-72021 70.92 0003757 7053841501 410 El Rancho Blvd 110-424-72021 29.86 0003757 7053841694 160 W Elm 110-424-72021 30.59
0003757 7053841913 N/S Valley St Lights 110-424-72021 46.29 0003757 3443128611 TR 4492 Fox Hollow II @ Frst & Cox 110-424-72021 47.27 0003757 7053841379 Polk & Forest Ave 110-424-72021 70.30 0003757 7053841990 160 W Elm 110-424-72021 20.39
0003757 7053841014 160W Elm Arpt 3144 Term Bldg 110-424-72021 20.39 0003757 7053841365 Longhollow & Echo Canyon 110-424-72021 19.84 0003757 7053841881 140 E Durian Prkg Lot Lights 110-424-72021 17.84 0003757 7053841534 160 W Elm Street Light Inv Proj 110-424-72021 -3.19 0003757 7050007234 Coolidge N Hachman 110-424-72021 9.26 0003757 7054518044 Coolidge N Hachman 110-424-72021 9.26 0003757 7053841026 160W Elm Arpt 3144 Term Bldg 110-424-72021 215.91 0003757 7053841661 Forest & 5th 110-424-72021 9.46
0003757 7053841909 200 El Rancho Blvd Irrigation Crtl 110-424-72021 9.53 0003757 7053841206 Crn Posa & San Sim Lift Station 110-424-72021 9.53 0003757 3443128372 TR 5246 Phase I Stallion Sprg Sac & Frs 110-424-72021 50.76 0003757 7053841535 160 W Elm Street Light Inv Proj 110-424-72021 63.57 0003757 7053841842 350 El Rancho Blvd Irrigation Ctrl 110-424-72021 9.53 0003757 7053841791 745 W Forest Ave Landscape 110-424-72021 9.53 0003757 7053841619 Monterey & Tyler 110-424-72021 9.55
0003757 7053841485 Washington & Fresno 110-424-72021 9.55 0003757 7053841439 Phelps & La Cuesta 110-424-72021 10.85 0003757 3443128775 TR 5208 Spano Ent Posa Chanet 110-424-72021 11.82 0003757 9713313248 25 1/2 W polk Traffic Control 110-424-72021 88.66 0003757 7053841023 Monterey & Tyler Clock 110-424-72021 9.53 0003757 7053841171 SW SW 7 20 15 Booster Station 501-503-72020 161.70 0003757 7053841526 25034 Palmer Ave 501-503-72020 42,604.01 0003757 7053841131 SW Crn Gale & Derrick Wtr Mtr 501-503-72020 9.53 0003757 7053841518 NW NW 31 20 16 Chlorine Booster 501-503-72020 17.19 0003757 7053841864 NE SW 31 20 15 Water Ctrl 501-503-72020 22.17 0003757 7053841615 SW SW SW 18 20 16 Reservoir 501-503-72020 23.57 0003757 7053841684 NW NW 11 20 15 Water Dept 501-503-72020 35.31 0003757 7056027714 NE 11 20 15 501-503-72020 57.53
0003757 7053841036 NE SW 26 19 15 Booster Station 501-503-72020 2,436.74 0003757 7053841979 City Yard 501-508-72020 177.47
0003757 7053841123 Cherry Ln 502-510-72020 72.55
0003757 7053841783 California Alley 502-510-72020 64.45 0003757 7053841574 Coalinga Alley Madison & Mont 502-510-72020 65.20 0003757 7053841361 Alley S Pleasant & E Warthan 502-510-72020 53.04 0003757 7053841657 Behind 595 Roosevelt Alley Light 502-510-72020 49.76 0003757 7053841312 Thompson Btwn Valley & Polk 502-510-72020 46.15 0003757 7053841243 Pine Alley 502-510-72020 77.25
0003757 7053841066 NE Crn Harvard & College 502-510-72020 13.77 0003757 7053841358 College Alley S Side Cat Pro 502-510-72020 63.42 0003757 7053841979 City Yard 502-510-72020 177.47
0003757 7053841697 Baker Alley 502-510-72020 96.12
0003757 7053841102 N end of Malple St 502-510-72020 46.76 0003757 7053841466 Fres Alley Tyler & Polk 502-510-72020 89.11 0003757 7056603692 SE 33 20 15 WWP 503-520-72020 1,520.39 0003757 7052100780 NE SE 33 20 15 WWP 503-520-72020 11,209.64 0003757 7053841845 Sewer Lift Station Polk 503-521-72020 100.49 0003757 7053841367 Sewer Lift Station Kim 503-521-72020 32.12 0003757 7053841328 Sewer Lift Pump P/L 503-521-72020 147.42 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 10 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
0003757 7053841979 City Yard 503-521-72020 177.46
0003757 7053841194 Sewer Lift Pump Echo 503-521-72020 304.69 68523 4/13/2022 02318 Quadient Finance USA, Inc. 300.00 033122 3/22 FIN Postage 501-406-70030 120.00
033122 3/22 FIN Postage 502-406-70030 105.00
033122 3/22 FIN Postage 503-406-70030 69.00
033122 3/22 FIN Postage 504-406-70030 6.00
68524 4/13/2022 1755 Raul Herrera 200.00
COALPD-MAR29-2022 3/22 HR Polygraph - V. Carias 101-408-89050 200.00 68525 4/13/2022 1771 RMA Geoscience, Inc. 3,133.00
13770 3/22 PW Fresno St Repaving (Washington-Harvard) 111-422-98971 3,133.00 68526 4/13/2022 1804 San Luis & Delta-Mendota 47,616.24 0003756 4/22 WP March 2022 Estimate -213AF 501-503-80010 -21,376.68 0003756 4/22 WP March 2022 Actual 307AF 501-503-80010 30,810.52 0003756 4/22 WP May 2022 Estimate 380AF 501-503-80010 38,182.40 68527 4/13/2022 1821 Self Help Enterprises 7,959.61
09 2/22 ADMIN CDBG CV 2 & 3 Grant Fees 303-405-88117 3,268.47 14 2/22 ADMIN CDBG CV1 Grant Fees 303-405-88116 4,691.14 68528 4/13/2022 1835 Shred-It USA 236.51
8180743779 7/21 HR Shred-IT 101-408-70010 120.62
8180743779 7/21 PW Shred-IT 107-422-70010 4.73
8180743779 7/21 FD Shred-IT 117-416-70010 28.38
8180743779 7/21 FIN Shred-IT 501-406-70010 9.46
8180743779 7/21 WP Shred-IT 501-503-70010 14.19
8180743779 7/21 PW Shred-IT 501-508-70010 16.56
8180743779 7/21 FIN Shred-IT 502-406-70010 9.46
8180743779 7/21 PW Shred-IT 502-510-70010 16.56
8180743779 7/21 FIN Shred-IT 503-406-70010 3.55
8180743779 7/21 WWP Shred-IT 503-520-70010 7.10
8180743779 7/21 PW Shred-IT 503-521-70010 2.37
8180743779 7/21 FIN Shred-IT 504-406-70010 1.18
8180743779 7/21 RDA Shred-IT 820-610-70010 2.35
68529 4/13/2022 02099 SWCA Environmental Consultants 3,066.68 143366 4/22 PW CMAQ Trail Roject (1, 2, 13, & 14) ES 305-422-98974 3,066.68 68530 4/13/2022 1920 Thomson Reuters/Barclays 564.07
846129531 4/22 PD Online/Software Subscription Charges 101-413-88040 564.07 68531 4/13/2022 1931 Trans Union, LLC 60.00
0322789 3/22 PD Livescans 101-413-88100 60.00
68532 4/13/2022 1935 Tri-City Engineering 2,338.75
2902-12 3/22 FD Parking Lot Improvements 117-416-84050 2,338.75 68533 4/13/2022 1973 Verizon Wireless Services, LLC 1,341.22 9903098009 3/22 CC Council Member 401-5846 (516264995-00002) 101-401-72030 38.01 9903098009 3/22 CC Council Member 401-5863 (516264995-00002) 101-401-72030 38.01 9903098009 3/22 CC Council Member 401-5853 (516264995-00002) 101-401-72030 38.01 9903098009 3/22 CC Council Member 401-5885 (516264995-00002) 101-401-72030 38.01 9903098009 3/22 CC Council Member 401-5850 (516264995-00002) 101-401-72030 38.01 9903098009 3/22 CD John Self 100% 630-2536 (516264995-00002) 101-404-72030 50.24 9903098009 3/22 SVC - Pedro 100% 698-4142 (516264995-00002) 101-431-72030 50.27 9903098009 3/22 AP 381-1120 Acct 516264995-00002 101-435-72030 39.59 9903098009 3/22 PW 381-1988 40% Acct 516264995-00002 501-406-72030 20.10 9903098009 3/22 WP iPad-1 978-2846 Acct 516264995-00002 501-503-72030 45.02 9903098009 3/22 WP Router-1 383-4004 Acct 516264995-00002 501-503-72030 57.77 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 11 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
9903098009 3/22 WP R. Trevino 100% 383-4579(516264995-00002) 501-503-72030 50.96 9903098009 3/22 WP Primary 383-4514 Acct 516264995-00002 501-503-72030 50.24 9903098009 3/22 WP On-call 341-9613 Acct 516264995-00002 501-503-72030 50.24 9903098009 3/22 PW Director 20% 341-4461 (516264995-00002) 501-503-72030 7.23 9903098009 3/22 WP iPad-2 383-4121 Acct 516264995-00002 501-503-72030 45.02 9903098009 3/22 PW UB Tablet 1 34% 401-9110(516264995-00002) 501-508-72030 19.64 9903098009 3/22 PW UB Tablet 5 34% 401-9321(516264995-00002) 501-508-72030 19.64 9903098009 3/22 PW UB Tablet 4 34% 401-9315(516264995-00002) 501-508-72030 19.64 9903098009 3/22 PW UB Tablet 3 34% 401-9312(516264995-00002) 501-508-72030 19.64 9903098009 3/22 PW Stand by 34% 383-4014 (516264995-00002) 501-508-72030 17.08 9903098009 3/22 PW UB Tablet 6 34% 401-9323(516264995-00002) 501-508-72030 19.64 9903098009 3/22 PW UB Tablet 2 34% 401-9271(516264995-00002) 501-508-72030 19.64 9903098009 3/22 PW Superv 34% 974-1257 Acct 516264995-00002 501-508-72030 17.49 9903098009 3/22 PW Tablet 34% 240-3695 Acct 516264995-00002 501-508-72030 12.92 9903098009 3/22 PW Director 20% 341-4461 (516264995-00002) 501-508-72030 7.23 9903098009 3/22 PW 381-1988 35% Acct 516264995-00002 502-406-72030 17.58 9903098009 3/22 Field Supervisor 50% Acct 516264995-00002 502-510-72030 25.73 9903098009 3/22 PW Superv 33% 974-1257 Acct 516264995-00002 502-510-72030 16.98 9903098009 3/22 PW Director 20% 341-4461 (516264995-00002) 502-510-72030 7.22 9903098009 3/22 PW UB Tablet 1 33% 401-9110(516264995-00002) 502-510-72030 19.06 9903098009 3/22 PW Stand by 33% 383-4014 (516264995-00002) 502-510-72030 16.58 9903098009 3/22 PW UB Tablet 2 33% 401-9271(516264995-00002) 502-510-72030 19.06 9903098009 3/22 PW UB Tablet 3 33% 401-9312(516264995-00002) 502-510-72030 19.06 9903098009 3/22 PW UB Tablet 4 33% 401-9315(516264995-00002) 502-510-72030 19.06 9903098009 3/22 PW UB Tablet 6 33% 401-9323(516264995-00002) 502-510-72030 19.06 9903098009 3/22 PW Tablet 33% 240-3695 Acct 516264995-00002 502-510-72030 12.54 9903098009 3/22 PW UB Tablet 5 33% 401-9321(516264995-00002) 502-510-72030 19.06 9903098009 3/22 PW 381-1988 23% Acct 516264995-00002 503-406-72030 11.56 9903098009 3/22 WWP Wifi 383-4044 Acct 516264995-00002 503-520-72030 42.37 9903098009 3/22 WWP 341-3958 Acct 516264995-00002 503-520-72030 12.47 9903098009 3/22 PW Director 20% 341-4461 (516264995-00002) 503-520-72030 7.23 9903098009 3/22 PW UB Tablet 6 33% 401-9323(516264995-00002) 503-521-72030 19.06 9903098009 3/22 Field Supervisor 50% Acct 516264995-00002 503-521-72030 25.73 9903098009 3/22 PW UB Tablet 4 33% 401-9315(516264995-00002) 503-521-72030 19.06 9903098009 3/22 PW UB Tablet 3 33% 401-9312(516264995-00002) 503-521-72030 19.06 9903098009 3/22 PW UB Tablet 2 33% 401-9271(516264995-00002) 503-521-72030 19.06 9903098009 3/22 PW UB Tablet 1 33% 401-9110(516264995-00002) 503-521-72030 19.06 9903098009 3/22 PW Superv 33% 974-1257 Acct 516264995-00002 503-521-72030 16.98 9903098009 3/22 PW Stand by 33% 383-4014 (516264995-00002) 503-521-72030 16.58 9903098009 3/22 PW Director 20% 341-4461 (516264995-00002) 503-521-72030 7.22 9903098009 3/22 PW UB Tablet 5 33% 401-9321(516264995-00002) 503-521-72030 19.06 9903098009 3/22 PW Tablet 33% 240-3695 Acct 516264995-00002 503-521-72030 12.54 9903098009 3/22 PW 381-1988 2% Acct 516264995-00002 504-406-72030 1.00 9903098009 3/22 Transit M.Garcia 246-6243 (516264995-00002) 506-540-72030 32.90 68537 4/13/2022 1993 West Hills Oil, Inc. 7,885.96
73441 3/22 PW Fuel for March 2022 101-440-70160 109.89
73441 3/22 PW Fuel for March 2022 107-422-70160 109.87
73441 3/22 WP Fuel for March 2022 501-503-70160 206.91
73441 3/22 PW Fuel for March 2022 501-508-70160 649.38
73441 3/22 PW Fuel for March 2022 502-510-70160 649.38
73441 3/22 PW Fuel for March 2022 503-521-70160 649.37
73442 3/22 WP Fuel for March 2022 501-503-70160 947.70
73442 3/22 WWP Fuel for March 2022 503-520-70160 236.93 73443 3/22 FIN Fuel for March 2022 501-406-70160 220.58 73443 3/22 FIN Fuel for March 2022 502-406-70160 193.01 73443 3/22 FIN Fuel for March 2022 503-406-70160 126.83 73443 3/22 FIN Fuel for March 2022 504-406-70160 11.03
73444 3/22 PW Fuel for March 2022 501-508-70160 589.02
73444 3/22 PW Fuel for March 2022 502-510-70160 589.02
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 12 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
73444 3/22 PW Fuel for March 2022 503-521-70160 589.01
73445 3/22 SS Fuel for March 2022 504-535-70160 2,008.03 68539 4/13/2022 1997 Westside Supply 417.28
14605 3/22 PW Water Part Supplies 501-508-70140 140.59
14605 3/22 PW Marking Flags - Yellow 502-510-70140 13.73 14678 3/22 PW Part Supplies 501-508-70140 194.96
P220331 3/22 PW Cylinder Rental 501-508-70140 42.50
S220331 3/22 SVC Cylinder Rental 101-431-70150 25.50
68540 4/13/2022 02601 Yaneth Ibarra 307.49
20803 4/22 ADMIN Meal & Mileage Reimb - Y. Ibarra 101-405-86010 307.49 68541 4/18/2022 1176 CB&T Columbus Bank & Trust 384.57
0003776 Unreimbursed Medical 950-000-34500 384.57
68542 4/18/2022 1205 City Employee Contrib. Assoc. 75.00 0003764 CECA Dues 950-000-33000 75.00
68543 4/18/2022 1223 Coalinga Firefighters 940.00
0003765 Fire Union Dues 950-000-33300 900.00
0003770 Fire Union Dues 950-000-33300 40.00
68544 4/18/2022 1228 Coalinga Peach Officer's Association 745.92 0003768 Mastagni Law Firm 950-000-33200 245.00
0003771 CPOA Dues 950-000-33200 245.00
0003772 PORAC Dues 950-000-33200 255.92
68545 4/18/2022 1384 Franchise Tax Board 225.00
0003766 FTB Sacramento 950-000-34010 225.00
68546 4/18/2022 1487 ICMA 457 Retirement Trust 11,269.55 0003758 457 ICMA EE$ / ER% 950-000-32100 2,314.74
0003759 457 ICMA $$ Gen 950-000-32100 270.00
0003760 457 ICMA % General 950-000-32100 8,684.81
68547 4/18/2022 1586 Legal Shield 148.19
0003767 Pre-Paid Legal Shield 950-000-34060 148.19
68548 4/18/2022 02043 New York Life Insurance 516.56
0003769 New York Life 950-000-32400 516.56
68549 4/18/2022 1820 SEIU Local 521 - Dues W/H 682.90
0003773 SEIU COPE 950-000-33000 40.00
0003774 SEIU Dues 950-000-33000 642.90
68550 4/21/2022 02386 American Office Solutions, LLC 652.92 19056 5/22 ADMIN IT Monthly Contract- Backup 101-401-88040 28.81 19056 5/22 CD IT Monthly Contract- Backup 101-404-88040 38.41 19056 5/22 ADMIN IT Monthly Contract- Backup 101-405-88040 28.81 19056 5/22 FIN IT Monthly Contract- Backup 101-406-88040 5.18 19056 5/22 HR IT Monthly Contract- Backup 101-408-88040 19.59 19056 5/22 HR IT Monthly Contract- Backup 107-422-88040 0.77 19056 5/22 PW IT Monthly Contract- Backup 107-422-88040 34.57 19056 5/22 HR IT Monthly Contract- Backup 117-416-88040 4.61 19056 5/22 HR IT Monthly Contract- Backup 501-406-88040 1.54 19056 5/22 FIN IT Monthly Contract- Backup 501-406-88040 69.13 19056 5/22 HR IT Monthly Contract- Backup 501-503-88040 2.30 19056 5/22 PW IT Monthly Contract- Backup 501-503-88040 51.85 19056 5/22 HR IT Monthly Contract- Backup 501-508-88040 2.69 19056 5/22 PW IT Monthly Contract- Backup 501-508-88040 34.57 19056 5/22 FIN IT Monthly Contract- Backup 502-406-88040 60.49 19056 5/22 HR IT Monthly Contract- Backup 502-406-88040 1.54 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 13 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
19056 5/22 HR IT Monthly Contract- Backup 502-510-88040 2.69 19056 5/22 PW IT Monthly Contract- Backup 502-510-88040 86.42 19056 5/22 FIN IT Monthly Contract- Backup 503-406-88040 34.57 19056 5/22 HR IT Monthly Contract- Backup 503-406-88040 0.58 19056 5/22 PW IT Monthly Contract- Backup 503-520-88040 69.13 19056 5/22 HR IT Monthly Contract- Backup 503-520-88040 1.15 19056 5/22 PW IT Monthly Contract- Backup 503-521-88040 69.11 19056 5/22 HR IT Monthly Contract- Backup 503-521-88040 0.38 19056 5/22 HR IT Monthly Contract- Backup 504-406-88040 0.19 19056 5/22 FIN IT Monthly Contract- Backup 504-406-88040 3.46 19056 5/22 HR IT Monthly Contract- Backup 820-610-88040 0.38 68552 4/21/2022 02069 AT&T 2005 3,376.63
000018059396 3/22 PD Multi-line 559-935-8496 101-413-72030 1,075.69 000018059396 3/22 PD Crime Tip Line 559-935-3206 101-413-72030 22.57 000018059396 3/22 PD Chief 559-935-4210 101-413-72030 43.18 000018059396 3/22 PD Business Alarm 559-935-0359 101-413-72030 22.43 000018059396 3/22 PD Multi-line 559-935-8497 101-413-72030 1,075.69 000018059396 3/22 PD 559-935-6008 101-413-72030 21.41
000018059396 3/22 FD 559-935-1651 101-416-72030 104.21
000018059396 3/22 Admin Fax 559-935-0789 101-432-72030 229.94 000018059396 3/22 Graffiti Hotline 559-935-3282 101-432-72030 20.76 000018059396 3/22 Bldg. Maint. 559-935-3050 101-432-72030 34.70 000018059396 3/22 City Hall Modem 559-934-1306 101-432-72030 43.18 000018059396 3/22 City Hall Main 559-935-1532 101-432-72030 257.28 000018059396 3/22 AP Weather 559-935-5960 101-435-72030 83.00 000018059396 3/22 AP Maint. 559-935-8594 101-435-72030 20.76 000018059396 3/22 WP 559-935-1889 501-503-72030 22.43
000018059396 3/22 WP Alarm 559-935-3022 501-503-72030 63.93 000018059396 3/22 PW Yard 559-935-1185 502-510-72030 147.42 000018059396 3/22 Sewer Plant 559-935-2275 503-520-72030 20.76 000018059396 3/22 WWP Lift Station 559-935-5518 503-521-72030 22.43 000018059396 3/22 New Lift Station 559-935-1896 503-521-72030 22.43 000018059396 3/22 Echo Canyon Lift Station 559-935-1875 503-521-72030 22.43 68554 4/21/2022 02097 AT&T 2006 131.20
000018059424 3/22 PD Dispatch 559-935-1525 101-413-72030 65.59 000018059424 3/22 Courthouse 559-935-1560 101-432-72030 43.18 000018059424 3/22 PW 559-935-5004 107-422-72030 5.61
000018059424 3/22 PW 559-935-5004 501-508-72030 5.61
000018059424 3/22 PW 559-935-5004 502-510-72030 5.61
000018059424 3/22 PW 559-935-5004 503-521-72030 5.60
68555 4/21/2022 02080 AT&T 4050 1,178.40
000018055234 4/22 Internet Svc Acct 9391064050 101-408-72030 24.53 000018055234 4/22 Internet Svc Acct 9391064050 101-413-72030 697.43 000018055234 4/22 Internet Svc Acct 9391064050 101-432-72030 6.49 000018055234 4/22 Internet Svc Acct 9391064050 101-432-72030 72.15 000018055234 4/22 Internet Svc Acct 9391064050 101-432-72030 72.15 000018055234 4/22 Internet Svc Acct 9391064050 107-422-72030 0.96 000018055234 4/22 Internet Svc Acct 9391064050 107-422-72030 7.21 000018055234 4/22 Internet Svc Acct 9391064050 117-416-72030 5.77 000018055234 4/22 Internet Svc Acct 9391064050 501-406-72030 86.58 000018055234 4/22 Internet Svc Acct 9391064050 501-406-72030 1.92 000018055234 4/22 Internet Svc Acct 9391064050 501-503-72030 2.89 000018055234 4/22 Internet Svc Acct 9391064050 501-503-72030 10.82 000018055234 4/22 Internet Svc Acct 9391064050 501-508-72030 3.37 000018055234 4/22 Internet Svc Acct 9391064050 501-508-72030 7.21 000018055234 4/22 Internet Svc Acct 9391064050 502-406-72030 75.75 000018055234 4/22 Internet Svc Acct 9391064050 502-406-72030 1.92 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 14 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
000018055234 4/22 Internet Svc Acct 9391064050 502-510-72030 3.37 000018055234 4/22 Internet Svc Acct 9391064050 502-510-72030 18.04 000018055234 4/22 Internet Svc Acct 9391064050 503-406-72030 0.72 000018055234 4/22 Internet Svc Acct 9391064050 503-406-72030 43.29 000018055234 4/22 Internet Svc Acct 9391064050 503-520-72030 1.44 000018055234 4/22 Internet Svc Acct 9391064050 503-520-72030 14.43 000018055234 4/22 Internet Svc Acct 9391064050 503-521-72030 14.43 000018055234 4/22 Internet Svc Acct 9391064050 503-521-72030 0.48 000018055234 4/22 Internet Svc Acct 9391064050 504-406-72030 4.33 000018055234 4/22 Internet Svc Acct 9391064050 504-406-72030 0.24 000018055234 4/22 Internet Svc Acct 9391064050 820-610-72030 0.48 68557 4/21/2022 02082 AutoZone, Inc. 807.51
5919498015 3/22 PD Battery, Belts, & Pulley for #C17 101-413-84060 444.14 5919499993 3/22 PD Battery for #C24 101-413-84060 407.37 CM0000302 3/22 PD Battery Core Return for #C17 101-413-84060 -22.00 CM0000303 3/22 PD Battery Core Return for #C24 101-413-84060 -22.00 68558 4/21/2022 1112 Billingsley Tire Service 461.22
267246 3/22 PW Tires for Truck #19 107-422-84060 115.30 267246 3/22 PW Tires for Truck #19 501-508-84060 115.31 267246 3/22 PW Tires for Truck #19 502-510-84060 115.31 267246 3/22 PW Tires for Truck #19 503-521-84060 115.30 68559 4/21/2022 1130 Bryant L. Jolley 49,000.00
0003786 4/22 FY 2021 Audit 101-406-88030 9,800.00
0003786 4/22 FY 2021 Audit 107-422-88030 1,470.00
0003786 4/22 FY 2021 Audit 130-603-88101 2,450.00
0003786 4/22 FY 2021 Audit 150-751-96501 2,450.00
0003786 4/22 FY 2021 Audit 150-757-96505 2,450.00
0003786 4/22 FY 2021 Audit 501-406-88030 7,350.00
0003786 4/22 FY 2021 Audit 502-406-88030 7,350.00
0003786 4/22 FY 2021 Audit 503-406-88030 7,350.00
0003786 4/22 FY 2021 Audit 504-406-88030 980.00
0003786 4/22 FY 2021 Audit 820-610-88030 7,350.00
68560 4/21/2022 1207 City of Coalinga 159.89
0003788 4/22 Natural Gas Assistance - 41-02857-021 502-510-80100 120.39 0003788 4/22 Natural Gas Assistance - 72-09053-015 502-510-80100 39.50 68561 4/21/2022 1212 City of Sanger 413.00
IGT53-Coalinga 3/22 FD IGT Consulting for March 2022 117-416-88100 413.00 68562 4/21/2022 1224 Coalinga Hardware 178.96
808281 4/22 PW Deck Sprayers 501-508-70060 29.49
808281 4/22 PW Deck Sprayers 502-510-70060 29.50
808316 4/22 CC Elks Lodge - Clean Up Misc Supplies 101-401-70440 55.84 808320 4/22 FD Spanner Wrench for Front ffice 101-416-70060 18.61 808336 4/22 FD Tools 101-416-70060 20.69
808444 4/22 CC Elks Lodge - Clean Up Misc Supplies 101-401-70440 86.89 CM0000304 4/22 CC Elks Lodge - Misc Supplies Clean Up CR 101-401-70440 -62.06 68563 4/21/2022 02595 Computershare Trust Company, N.A. 2,500.00 02071352 3/22 WP Trustee Fee 2021 Series A & B 501-503-96500 1,250.00 02071352 3/22 WWP Trustee Fee 2021 Series A & B 503-520-96500 1,250.00 68564 4/21/2022 1271 DataProse, Inc. 844.48
3P60124 3/22 FIN 2022 Coalinga Clean Up Insert 501-406-70040 337.79 3P60124 3/22 FIN 2022 Coalinga Clean Up Insert 502-406-70040 295.57 3P60124 3/22 FIN 2022 Coalinga Clean Up Insert 503-406-70040 194.23 3P60124 3/22 FIN 2022 Coalinga Clean Up Insert 504-406-70040 16.89 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 15 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
68565 4/21/2022 1271 DataProse, Inc. 306.33
3P60009 3/22 FIN COVID 19 Assistance 2022 501-406-70040 122.53 3P60009 3/22 FIN COVID 19 Assistance 2022 502-406-70040 107.22 3P60009 3/22 FIN COVID 19 Assistance 2022 503-406-70040 70.46 3P60009 3/22 FIN COVID 19 Assistance 2022 504-406-70040 6.12 68566 4/21/2022 02323 Deluxe Small Business Sales, Inc. 1,407.05 02051263838 4/22 FIN Tax 501-406-70030 46.35
02051263838 4/22 FIN Shipping & Processing 501-406-70030 23.69 02051263838 4/22 FIN Final Notice Forms 501-406-70040 437.20 02051263838 4/22 FIN Minor Non Graphic Changes 501-406-70040 6.40 02051263838 4/22 FIN Perpendicular Perforation 501-406-70040 8.40 02051263838 4/22 FIN Final Notice Forms Backprinting 501-406-70040 40.80 02051263838 4/22 FIN Shipping & Processing 502-406-70030 20.73 02051263838 4/22 FIN Tax 502-406-70030 40.55
02051263838 4/22 FIN Final Notice Forms 502-406-70040 382.55 02051263838 4/22 FIN Perpendicular Perforation 502-406-70040 7.35 02051263838 4/22 FIN Minor Non Graphic Changes 502-406-70040 5.60 02051263838 4/22 FIN Final Notice Forms Backprinting 502-406-70040 35.70 02051263838 4/22 FIN Tax 503-406-70030 2.32
02051263838 4/22 FIN Tax 503-406-70030 26.65
02051263838 4/22 FIN Shipping & Processing 503-406-70030 13.62 02051263838 4/22 FIN Final Notice Forms Backprinting 503-406-70040 23.46 02051263838 4/22 FIN Final Notice Forms 503-406-70040 251.39 02051263838 4/22 FIN Minor Non Graphic Changes 503-406-70040 3.68 02051263838 4/22 FIN Perpendicular Perforation 503-406-70040 4.83 02051263838 4/22 FIN Shipping & Processing 504-406-70030 1.18 02051263838 4/22 FIN Perpendicular Perforation 504-406-70040 0.41 02051263838 4/22 FIN Minor Non Graphic Changes 504-406-70040 0.31 02051263838 4/22 FIN Final Notice Forms 504-406-70040 21.85 02051263838 4/22 FIN Final Notice Forms Backprinting 504-406-70040 2.03 68568 4/21/2022 02090 Domain Listings 288.00
242-1848 (5/15/22-5/14/23) CC Annual Website Domain Listing 101-401-86030 115.20 242-1848 (5/15/22-5/14/23) PW Annual Website Domain Listing 107-422-86030 43.20 242-1848 (5/15/22-5/14/23) WP Annual Website Domain Listing 501-503-86030 21.60 242-1848 (5/15/22-5/14/23) PW Annual Website Domain Listing 501-508-86030 21.60 242-1848 (5/15/22-5/14/23) PW Annual Website Domain Listing 502-510-86030 43.20 242-1848 (5/15/22-5/14/23) WWPAnnual Website Domain Listing 503-520-86030 21.60 242-1848 (5/15/22-5/14/23) PW Annual Website Domain Listing 503-521-86030 21.60 68569 4/21/2022 1356 Fastenal Company 217.25
CALEM40336 4/22 FD Batteries & Tool Replacement 101-416-70450 217.25 68570 4/21/2022 1421 Garza's A/C & Heating, Inc. 1,766.00 27381 4/22 BLDG Tune Up on A/C Units 101-432-84030 1,766.00 68571 4/21/2022 1446 Granite Construction Company 225.37 2206417 3/22 PW Sand for Gas & Water Leaks 501-508-70130 112.68 2206417 3/22 PW Sand for Gas & Water Leaks 502-510-70130 112.69 68572 4/21/2022 1450 Griswold, LaSalle, Cobb, Dowd, and Gin, LLP 14,114.78 67057 3/22 Receivership 900 E Polk City Attorney Fees 101-401-88010 1,187.08 67058 3/22 CC City Attorney Fees 101-401-88010 147.05
67058 3/22 CC City Attorney Fees 820-610-88010 340.00
67059 3/22 CC City Attorney Fees 101-401-88010 5,025.00 67060 3/22 CM City Attorney Fees 101-401-88010 1,655.42 67061 3/22 PW (City Council) City Attorney Fees 101-401-88010 499.00 67061 3/22 PW (CD) City Attorney Fees 101-404-88100 3,177.08 67061 3/22 PW (Water Plant) City Attorney Fees 501-503-88010 448.33 67062 3/22 FIN City Attorney Fees 101-401-88010 5.79
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 16 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
67062 3/22 FIN City Attorney Fees 501-406-88010 77.17
67062 3/22 FIN City Attorney Fees 502-406-88010 67.52
67062 3/22 FIN City Attorney Fees 503-406-88010 38.58
67062 3/22 FIN City Attorney Fees 504-406-88010 3.86
67063 3/22 Labor Relations City Attorney Fees 101-401-88010 386.67 67064 3/22 NCRA vs USBR City Attorney Fees 101-401-88010 20.83 67065 3/22 CBD vs USBR City Attorney Fees 101-401-88010 842.50 67066 3/22 PD City Attorney Fees 101-401-88010 192.90
68574 4/21/2022 1454 Hanson Bridgett LLP 378.00
1316156 3/22 IRS VCP/ICMA Outside Attorney Fees 101-401-88020 378.00 68575 4/21/2022 1474 Home Depot Credit Services 386.26
5026639 3/22 PW Garbage Bags 101-440-84050 220.66
5026639 3/22 PW Push Brooms 501-508-70060 43.39
5026639 3/22 PW Cleaning Supplies 501-508-84030 11.24
5026639 3/22 PW Push Brooms 502-510-70060 43.39
5026639 3/22 PW Cleaning Supplies 502-510-84030 22.65
5026639 3/22 PW Cleaning Supplies 503-521-84030 12.78
5026639 3/22 PW Scaper to Clean Truck 504-535-84060 32.15 68576 4/21/2022 02017 JH Tackett Marketing 777.09
802163 3/22 CC 2022 ICSC Las Vegas Shirts - R. Singleton 101-401-86010 37.94 802163 3/22 CC 2024 ICSC Las Vegas Shirts - J. Horn 101-401-86010 37.94 802163 3/22 CC 2026 ICSC Las Vegas Shirts - M. Ramirez 101-401-86010 37.95 802163 3/22 CC 2025 ICSC Las Vegas Shirts - A. Adkisson 101-401-86010 37.95 802163 3/22 CD 2023 ICSC Las Vegas Shirts - S. Brewer 101-404-86010 37.94 802163 3/22 FD 2027 ICSC Las Vegas Shirts - G. DuPuis 101-416-86010 37.95 802209 3/22 CC 2024 ICSC Las Vegas Shirts - J. Horn 101-401-86010 37.95 802209 3/22 CC 2022 ICSC Las Vegas Shirts - R. Singleton 101-401-86010 37.95 802209 3/22 CC 2025 ICSC Las Vegas Shirts - A. Adkisson 101-401-86010 37.94 802209 3/22 CC 2026 ICSC Las Vegas Shirts - M. Ramirez 101-401-86010 37.94 802209 3/22 CD 2023 ICSC Las Vegas Shirts - S. Brewer 101-404-86010 37.95 802209 3/22 FD 2027 ICSC Las Vegas Shirts - G. DuPuis 101-416-86010 37.94 802217 3/22 ADMIN Marketing for ICSC Conference 101-405-76010 321.75 68577 4/21/2022 1571 L.N. Curtis & Sons 1,757.63
INV571161 2/22 FD PPE Uniform 117-416-70102 809.55
INV585101 4/22 FD EMT Coats 117-416-70102 948.08
68578 4/21/2022 02570 Linde Gas & Equipment Inc. 699.73 067557860 11/21 FD Oxygen 117-416-75000 699.73
68579 4/21/2022 02582 Lowe's Companies, Inc. 6,654.01
722882845 4/22 FD Kitchen Remodel 101-416-84030 6,654.01 68580 4/21/2022 1647 Mid Valley Disposal, Inc. 148,211.64 0003785 2/22 20% Franchise Fee 101-400-41080 -37,482.28 0003785 2/22 20% Printing & Mailing Utility Bills - Jan 22 101-400-41080 -976.44 0003785 2/22 Mid Valley Billing - Franchise Fee - Mar. 22 101-400-41080 -741.03 0003785 2/22 Regular Utility Billing for February 2022 504-530-88170 187,411.39 68581 4/21/2022 1661 Mountain Valley Pest Control, Inc. 35.00 110425 3/22 PW Pest Control Services 503-521-84030 35.00 68582 4/21/2022 02602 Municipal Emergency Services, Inc. 4,605.15 IN1701023 4/22 FD Ladder Truck Equipment 101-416-98043 4,605.15 68583 4/21/2022 1695 Office Depot 12.71
237494940002 4/22 ADMIN Office Supplies for Code Enforcement 101-405-70010 12.71 68584 4/21/2022 1692 O'Reilly Automotive, Inc. 594.55
4316-405339 3/22 PW Alternator for Backhoe #77 501-508-84060 94.17 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 17 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
4316-405339 3/22 PW Alternator for Backhoe #77 502-510-84060 94.17 4316-405339 3/22 PW Alternator for Backhoe #77 503-521-84060 94.16 4316-405967 4/22 PW Pulley & Wire Wheel for Toro #40 101-440-84060 79.53 4316-405967 4/22 WP Starter for Mule 501-503-84060 217.29 4316-406052 4/22 WP Parts for Mule 501-503-84060 15.23
68585 4/21/2022 1721 PG&E 52,898.71
90624-033122 3/22 PW Gas Delivery SE 31 20 15HWY(7001750902-0) 502-510-80020 52,898.71 68586 4/21/2022 1733 Price Paige & Company 1,519.00
21424 3/22 FY 2021 Capital Assets 101-406-88030 192.80
21424 3/22 FY 2021 Long-Term Debt Accounting 150-751-96501 183.15 21424 3/22 FY 2021 Long-Term Debt Accounting 150-755-96504 183.15 21424 3/22 FY 2021 Long-Term Debt Accounting 150-757-96505 188.70 21424 3/22 FY 2021 Capital Assets 501-406-88030 289.20
21424 3/22 FY 2021 Capital Assets 502-406-88030 96.40
21424 3/22 FY 2021 Capital Assets 503-406-88030 279.56
21424 3/22 FY 2021 Capital Assets 504-406-88030 9.64
21424 3/22 FY 2021 Capital Assets 820-610-88030 96.40
68587 4/21/2022 02048 RSG, Inc. 6,016.25
I008627 3/22 RDA SA Admin Services 820-610-88100 607.50 I008657 3/22 Continuing Disclosure Services 820-610-96512 101.25 I008658 3/22 Housing Successor Services 815-609-88100 3,660.00 I008668 3/22 Housing Annual Report 815-609-88100 1,647.50 68588 4/21/2022 1793 Sacramento Metropolitan Fire District 791.19 2000003085 4/22 FD GEMT 117-416-88100 791.19
68589 4/21/2022 1810 Save Mart Supermarkets 170.08
0420220404074011 4/22 PD Inmate Meals 101-413-70380 170.08 68590 4/21/2022 1830 Shell Energy North American (US), LP 97,031.41 3561758 3/22 Natural Gas Deliveries 502-510-80030 97,031.41 68591 4/21/2022 02241 Summit Technology Affiliate CA1, LLC 368.21 INST308612 4/22 FIN Postage Machine Ink Cartridge 501-406-70010 147.28 INST308612 4/22 FIN Postage Machine Ink Cartridge 502-406-70010 128.87 INST308612 4/22 FIN Postage Machine Ink Cartridge 503-406-70010 84.69 INST308612 4/22 FIN Postage Machine Ink Cartridge 504-406-70010 7.37 68592 4/21/2022 02523 Taylor Corporation 676.84
6685845 4/22 ADMIN QR Code Business Cards for ICSC Event 101-405-76010 165.76 6695573 4/22 FIN Business License Envelopes 101-406-70040 511.08 68593 4/21/2022 02246 Tricia Busby 400.00
0003784 3/22 HR Pre-Employment Psych Eval - J. Ripoyla 101-408-89060 400.00 68594 4/21/2022 1943 Tyler Technologies, Inc. 7,621.64
025-374796 3/22 FIN Insite Transaction Fee (1/1-3/31/22) 501-406-92090 2,624.50 025-374796 3/22 FIN Insite Transaction Fee (1/1-3/31/22) 502-406-92090 2,296.44 025-374796 3/22 FIN Insite Transaction Fee (1/1-3/31/22) 503-406-92090 1,509.09 025-374796 3/22 FIN Insite Transaction Fee (1/1-3/31/22) 504-406-92090 131.22 025-376731 5/22 FIN Hardware Annual Fee - Receipt Printer 501-406-88040 216.16 025-376731 5/22 FIN Hardware Annual Fee - Receipt Printer 502-406-88040 189.14 025-376731 5/22 FIN Hardware Annual Fee - Receipt Printer 503-406-88040 124.29 025-376731 5/22 FIN Hardware Annual Fee - Receipt Printer 504-406-88040 10.80 045-374416 4/22 PD EAM Services 101-413-88040 65.00
045-374416 4/22 FD EAM Services 101-416-88040 65.00
045-374416 4/22 FIN EAM Services 501-406-88040 130.00
045-374416 4/22 FIN EAM Services 502-406-88040 130.00
045-374416 4/22 FIN EAM Services 503-406-88040 130.00
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 18 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
68595 4/21/2022 1993 West Hills Oil, Inc. 64.40
73439 3/22 CD Fuel for March 2022 101-404-70160 64.40
68596 4/21/2022 2002 Wittman Enterprises, LLC 5,284.99
2203019 3/22 FD Ambulance Billing Fee 117-416-75040 5,284.99 68597 4/28/2022 02386 American Office Solutions, LLC 1,946.33 19057 5/22 FD Server Backup 101-416-88040 165.08
19058 5/22 PD IT Monthly Contract - Backup 101-413-88040 1,781.25 68598 4/28/2022 1068 Aramark 244.67
503000509169 4/22 PD Jail Blankets Cleaning Services 101-413-70380 244.67 68599 4/28/2022 1078 AT&T 143.74
0003789 4/22 PD Internet (125125740) 101-413-72030 143.74 68600 4/28/2022 02056 AT&T 4711 307.40
000018055372 4/22 PD DOJ Line (9391064711) 101-413-72030 307.40 68601 4/28/2022 1112 Billingsley Tire Service 1,616.52
263864 11/21 PD Vehicle Maintenance 101-413-84060 1,349.74 267686 4/22 FD Fuel Filter 117-416-84060 266.78
68602 4/28/2022 1224 Coalinga Hardware 104.25
808426 4/22 PD Misc Supplies 101-413-70440 33.11
808547 4/22 FD Kitchen Remodeling 101-416-84030 61.85
808589 4/22 PD Misc Supplies 101-413-70440 4.74
808603 4/22 FD Misc Parts 101-416-84070 2.84
808606 4/22 FD Misc Parts 101-416-84070 1.71
68603 4/28/2022 1243 Cook's Communications 125.46
150757 4/22 FD Radio Repair 101-416-84070 125.46
68604 4/28/2022 1288 Department of Justice 290.00
572805 3/22 HR Fingerprints - V. Caria 101-408-89070 66.00 572805 3/22 PW Fingerprints - L. Trejo 101-440-89070 32.00 572805 3/22 PW Fingerprints - R. Taylor 101-440-89070 32.00 572805 3/22 PW Fingerprints - E. Rodriguez 101-440-89070 32.00 572805 3/22 FD Fingerprints - C. Stockdale 117-416-89070 32.00 572805 3/22 FD Fingerprints - J. Bunting 117-416-89070 32.00 572805 3/22 FD Fingerprints - G. Acosta 117-416-89070 32.00 572805 3/22 FD Fingerprints - D. Maison 117-416-89070 32.00 68605 4/28/2022 02580 Encore Textile Services, LLC 609.06 EFRE-00003134 4/22 FD Linens 117-416-75020 609.06
68606 4/28/2022 1360 FedEx 153.76
7-724-95090 4/22 PD Postage 101-413-70030 153.76
68607 4/28/2022 1421 Garza's A/C & Heating, Inc. 1,738.00 27382 4/22 PD A/C Maintenance 101-413-84030 1,738.00
68608 4/28/2022 1908 HdL Coren & Cone 2,211.82
SIN016370 4/22 FIN Property Tax Services (April-June 2022) 101-406-88100 1,105.91 SIN016370 4/22 FIN Property Tax Services (April-June 2022) 820-610-88100 1,105.91 68609 4/28/2022 1579 Law & Associates 1,500.00
22-174 4/22 HR Backgrounds - Mann 101-408-89080 700.00
22-180 4/22 HR Backgrounds - Carias 101-408-89080 800.00 68610 4/28/2022 1593 Life Assist, Inc. 1,200.80
1200234 4/22 FD Medical Supplies 117-416-75000 1,200.80 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 19 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
68611 4/28/2022 1655 Moreno's Plumbing 1,121.50
002790 4/22 FD Kitchen Remodeling 101-416-84030 1,121.50 68612 4/28/2022 1692 O'Reilly Automotive, Inc. 72.81
4316-407471 4/22 PD Car Wash Supplies 101-413-70440 72.81 68613 4/28/2022 1755 Raul Herrera 200.00
COALPD-APR14-2022 4/22 HR Polygraph - J. Gurrola 101-408-89050 200.00 68614 4/28/2022 1821 Self Help Enterprises 548.21
COL19HM 4/4/2022 3/22 2019 Home Fees 304-404-88105 305.21 COLADM 4/4/2022 3/22 Loan Servicing Fees 815-609-88100 243.00 68615 4/28/2022 1835 Shred-It USA 595.58
8001055482 2/22 ADMIN Shred-It 101-405-88100 257.79
8001055482 2/22 HR Shred-It 101-408-88100 172.27
8001055482 2/22 PW Shred-It 107-422-88100 6.76
8001055482 2/22 FD Shred-It 117-416-88100 40.53
8001055482 2/22 FIN Shred-It 501-406-88100 13.51
8001055482 2/22 WP Shred-It 501-503-88100 20.27
8001055482 2/22 PW Shred-It 501-508-88100 23.65
8001055482 2/22 FIN Shred-It 502-406-88100 13.51
8001055482 2/22 PW Shred-It 502-510-88100 23.65
8001055482 2/22 FIN Shred-It 503-406-88100 5.07
8001055482 2/22 WWP Shred-It 503-520-88100 10.13
8001055482 2/22 PW Shred-It 503-521-88100 3.38
8001055482 2/22 FIN Shred-It 504-406-88100 1.69
8001055482 2/22 RDA Shred-It 820-610-88100 3.37
68616 4/28/2022 02246 Tricia Busby 400.00
0003790 4/22 HR Pre-Employment Psych Eval - R. Lopez 101-408-89060 400.00 68617 4/28/2022 1944 U.S. Bank Corporate Payment Center 7,633.90 CM0000305 3/22 FD Heavy Equipment Boss S236 - REFUND 101-416-75030 -675.00 USBCDAPR22-01 3/22 CD SJVC Annual Membership - J. Self 101-404-86030 75.00 USBCDAPR22-01 3/22 CD Zoom Monthly Fee 101-404-86030 14.99 USBCDAPR22-01 3/22 CD Microsoft One Drive Standalone 100GB Subs 101-404-86030 1.99 USBCMAPR22-01 3/22 CC 2022 ICSC LV Allegiant Air Flight-Horn CR 101-401-86010 -178.00 USBCMAPR22-01 3/22 CC 2022 ICSC LV Shirt Etsy - Jensen 101-401-86010 28.43 USBCMAPR22-01 3/22 CC 2022 ICSC LV Shirt Custom Ink - Adkisson 101-401-86010 30.90 USBCMAPR22-01 3/22 CC 2022 ICSC LV Allegiant Air Flight - Horn 101-401-86010 178.00 USBCMAPR22-01 3/22 CC 2022 ICSC LV Shirt Custom Ink - Horn 101-401-86010 30.89 USBCMAPR22-01 3/22 CC 2022 ICSC LV Allegiant Air Flight-Ramirez 101-401-86010 160.00 USBCMAPR22-01 3/22 CC 2022 ICSC LV Shirt Custom Ink - Singleton 101-401-86010 30.90 USBCMAPR22-01 3/22 CC 2022 ICSC LV Shirt Custom Ink - Jensen 101-401-86010 30.89 USBCMAPR22-01 3/22 CC 2022 ICSC LV Allegiant Air Flight-Singleto 101-401-86010 160.00 USBCMAPR22-01 3/22 CC 2022 ICSC LV Shirt Custom Ink - Ramirez 101-401-86010 30.90 USBCMAPR22-01 4/22 CC Global Experience Spec 101-401-86010 2,186.50 USBCMAPR22-01 3/22 CD 2022 ICSC LV Shirt Custom Ink - Brewer 101-404-86010 30.90 USBCMAPR22-01 4/22 ADMIN Cleaning/Sanitation Supplies CE 101-405-70010 13.04 USBCMAPR22-01 3/22 ADMIN ICSC Conference - Monitor 101-405-76010 254.55 USBCMAPR22-01 3/22 ADMIN ICSC Conference - Monitor Stand 101-405-76010 16.34 USBCMAPR22-01 4/22 ADMIN Chief Breakfast 101-405-86010 17.78 USBCMAPR22-01 3/22 ADMIN 2022 ICSC LV Shirt Etsy - Trejo 101-405-86010 28.43 USBCMAPR22-01 3/22 ADM 2022 ICSC LV Shirt Custom Ink - Singleton 101-405-86010 30.89 USBCMAPR22-01 3/22 FIN 2022 ICSC LV Shirt 101-406-70010 0.85 USBCMAPR22-01 3/22 FIN 2022 ICSC LV Shirt Custom Ink - Carpenter 101-406-70010 0.92 USBCMAPR22-01 3/22 FD 2022 ICSC LV Shirt Custom Ink - DuPuis 101-416-86010 30.89 USBCMAPR22-01 3/22 BLDG City Hall Light Bulbs 101-432-84030 94.74 USBCMAPR22-01 4/22 BLDG Annual 2022 Maintenance Service Agreemen 101-432-84030 600.00 USBCMAPR22-01 3/22 BLDG City Hall Light Bulbs 101-432-84030 38.27 Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 20 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
USBCMAPR22-01 3/22 FIN 2022 ICSC LV Shirt Custom Ink - Carpenter 501-406-70010 12.36 USBCMAPR22-01 3/22 FIN 2022 ICSC LV Shirt 501-406-70010 11.37 USBCMAPR22-01 3/22 FIN 2022 ICSC LV Shirt 502-406-70010 9.95 USBCMAPR22-01 3/22 FIN 2022 ICSC LV Shirt Custom Ink - Carpenter 502-406-70010 10.81 USBCMAPR22-01 3/22 FIN 2022 ICSC LV Shirt Custom Ink - Carpenter 503-406-70010 6.18 USBCMAPR22-01 3/22 FIN 2022 ICSC LV Shirt 503-406-70010 5.69 USBCMAPR22-01 3/22 FIN 2022 ICSC LV Shirt 504-406-70010 0.57 USBCMAPR22-01 3/22 FIN 2022 ICSC LV Shirt Custom Ink - Carpenter 504-406-70010 0.62 USBFDAPR22-01 3/22 FD Amazon - Dewalt 20V Battery 2PK 101-416-70060 179.83 USBFDAPR22-02 3/22 FD COS Hanford Fees 101-416-75030 268.00 USBFDAPR22-02 4/22 FD COS Class Charge 101-416-75030 132.00 USBFDAPR22-02 3/22 FD License Renewal EMPT 117-416-86010 250.00 USBFDAPR22-03 4/22 FD Mid Valley Disposal 101-416-84030 477.70 USBFDAPR22-04 4/22 FD Lowe's - Kitchen Remodel Drywell Supplies 101-416-84030 125.00 USBFDAPR22-04 4/22 FD BLS eCard - R. Veliz 117-416-86040 10.00 USBFDAPR22-05 3/22 FD Paramedic Reaccreditation- Hein 117-416-86040 48.00 USBFDAPR22-06 3/22 FD Home Depot - Kitchen Remodel 101-416-84030 353.66 USBFDAPR22-07 4/22 FD Savemart - Cake for A. Hedge Last Day 101-416-70440 30.99 USBFDAPR22-07 4/22 FD Paramedic Reaccreditation - Banks 117-416-86040 48.00 USBFINAPR22-01 3/22 FIN CSMFO Dues - J. Bains 101-406-86030 16.50 USBFINAPR22-01 3/22 FIN CSMFO Dues - J. Bains 107-422-86030 5.50 USBFINAPR22-01 3/22 FIN CSMFO Dues - J. Bains 501-406-86030 33.00 USBFINAPR22-01 3/22 FIN CSMFO Dues - J. Bains 502-406-86030 27.50 USBFINAPR22-01 3/22 FIN CSMFO Dues - J. Bains 503-406-86030 20.90 USBFINAPR22-01 3/22 FIN CSMFO Dues - J. Bains 504-406-86030 1.10 USBFINAPR22-01 3/22 FIN CSMFO Dues - J. Bains 820-610-86030 5.50 USBPDAPR22-01 4/22 PD Training Lunch 4/1/22 101-413-70440 11.49 USBPDAPR22-01 4/22 PD Training Breakfast 4/1/22 101-413-70440 4.26 USBPDAPR22-01 3/22 PD Training Breakfast 3/31/22 101-413-70440 6.34 USBPDAPR22-01 4/22 PD Training Breakfast 4/5/22 101-413-70440 11.27 USBPDAPR22-02 3/22 PD Braly's Firearms 101-413-70060 202.10 USBPDAPR22-02 4/22 PD Peerless Network 101-413-72030 245.86 USBPDAPR22-02 3/22 PD Journey Team LLC Renewal 101-413-88040 166.00 USBPDAPR22-02 4/22 PD ArchiveSocial Renewal 101-413-88040 219.00 USBPDAPR22-02 4/22 PD Tritech Forensics Leland Inc 101-413-90070 -13.47 USBPWAPR22-01 4/22 PW Gopher Jawk - Gopher Tooks 101-440-84050 76.20 USBPWAPR22-01 3/22 WP Office of Water ProgramzT2 Exam Prep- Cruz 501-503-86010 181.53 USBPWAPR22-01 4/22 PW Amazon - Laptop Chargers 501-508-98030 64.06 USBPWAPR22-01 3/22 PW Dell - Inspiron 14 7415 2 in 1 501-508-98030 351.40 USBPWAPR22-01 4/22 PW NPI - Mount for Laptops 501-508-98030 90.74 USBPWAPR22-01 3/22 PW Dell - Inspiron 14 7415 2 in 1 502-510-98030 351.39 USBWPAPR22-01 3/22 WP Logmein Phone Service for Feb 2022 501-503-72030 61.03 USBWPAPR22-01 3/22 WP Microsoft Annual Renewal 501-503-86032 99.99 USBWPAPR22-01 4/22 WWP American Water College T1 Exam - Garcia 503-520-86033 149.99 68622 4/28/2022 1983 WageWorks 75.00
INV3658761 3/22 FSA Monthly Fee 950-000-34610 75.00
DFT0003930 4/1/2022 1677 Newport Trust Company 232.50
0003724 457 Newport $$ 950-000-32100 232.50
DFT0003931 4/1/2022 1677 Newport Trust Company 2,499.13 0003725 457 Newport % 950-000-32100 2,499.13
DFT0003932 4/1/2022 1677 Newport Trust Company 937.07
0003726 457 Newport EE$ / ER% 950-000-32100 937.07
DFT0003933 4/1/2022 1869 State Disbursement Unit 370.84 0003738 SDU Fresno County 950-000-34010 370.84
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 21 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
DFT0003934 4/1/2022 02078 SDI 2,893.28
0003740 SDI 950-000-31500 2,893.28
DFT0003935 4/1/2022 02077 SDI (Mgr) 411.74
0003741 Mgr SDI 950-000-31500 411.74
DFT0003936 4/1/2022 1331 Employment Development Dept. 12,039.49 0003742 State WH 950-000-31200 12,039.49
DFT0003937 4/1/2022 1957 United States Treasury 71,767.98 0003743 Fed W/H 950-000-31100 27,214.58
0003743 Social Seccurity 950-000-31300 36,108.56
0003743 Medicare 950-000-31400 8,444.84
DFT0003941 4/15/2022 1677 Newport Trust Company 232.50
0003761 457 Newport $$ 950-000-32100 232.50
DFT0003942 4/15/2022 1677 Newport Trust Company 1,965.91 0003762 457 Newport % 950-000-32100 1,965.91
DFT0003943 4/15/2022 1677 Newport Trust Company 929.92
0003763 457 Newport EE$ / ER% 950-000-32100 929.92
DFT0003944 4/15/2022 1869 State Disbursement Unit 407.99 0003775 SDU Fresno County 950-000-34010 407.99
DFT0003945 4/15/2022 02078 SDI 2,690.85
0003777 SDI 950-000-31500 2,690.85
DFT0003946 4/15/2022 02077 SDI (Mgr) 333.45
0003778 Mgr SDI 950-000-31500 333.45
DFT0003947 4/15/2022 1331 Employment Development Dept. 9,801.34 0003779 State WH 950-000-31200 9,801.34
DFT0003948 4/15/2022 1957 United States Treasury 63,634.67 0003780 Fed W/H 950-000-31100 22,663.89
0003780 Social Seccurity 950-000-31300 33,205.02
0003780 Medicare 950-000-31400 7,765.76
DFT0003949 4/15/2022 02078 SDI 85.14
0003781 SDI 950-000-31500 85.14
DFT0003950 4/15/2022 1331 Employment Development Dept. 510.84 0003782 State WH 950-000-31200 510.84
DFT0003951 4/15/2022 1957 United States Treasury 2,887.02 0003783 Fed W/H 950-000-31100 1,702.80
0003783 Social Seccurity 950-000-31300 959.76
0003783 Medicare 950-000-31400 224.46
DFT0003952 4/29/2022 1677 Newport Trust Company 202.50
0003794 457 Newport $$ 950-000-32100 202.50
DFT0003953 4/29/2022 1677 Newport Trust Company 2,249.74 0003795 457 Newport % 950-000-32100 2,249.74
DFT0003954 4/29/2022 1677 Newport Trust Company 942.58
0003796 457 Newport EE$ / ER% 950-000-32100 942.58
DFT0003955 4/29/2022 1869 State Disbursement Unit 407.99 0003808 SDU Fresno County 950-000-34010 407.99
DFT0003956 4/29/2022 02078 SDI 2,603.28
0003810 SDI 950-000-31500 2,603.28
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 22 of 28
Payment Amount
Payment Number
Payment Date
Account Number
Vendor #
Payable Number Description Vendor Name Item Amount
DFT0003957 4/29/2022 02077 SDI (Mgr) 334.49
0003811 Mgr SDI 950-000-31500 334.49
DFT0003958 4/29/2022 1331 Employment Development Dept. 8,850.99 0003812 State WH 950-000-31200 8,850.99
DFT0003959 4/29/2022 1957 United States Treasury 60,611.27 0003813 Fed W/H 950-000-31100 21,070.75
0003813 Social Seccurity 950-000-31300 32,045.80
0003813 Medicare 950-000-31400 7,494.72
Grand Total: 1,518,243.21
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 23 of 28
Report Summary
Fund Summary
Fund Payment Amount
101 - GENERAL FUND 109,086.61
107 - GAS TAX FUND 4,737.82
110 - LTF - ARTICLE VIII FUND 9,506.67
111 - SB1-ROAD REHAB MAINT ACCT FUND 3,133.00
117 - IGT-INTERGOVERNMENTAL TRANSFER 19,120.56
130 - SPECIAL ASSESSMENT DISTRICTS 2,450.00
150 - COALINGA PUBLIC FINANCING AUTH 5,455.00
303 - CDBG PROGRAM FUND 7,959.61
304 - HOME PROGRAM FUND 305.21
305 - CALTRANS GRANTS FUND 3,066.68
501 - WATER ENTERPRISE FUND 536,427.24
502 - GAS ENTERPRISE FUND 258,151.87
503 - SEWER ENTEPRISE FUND 71,474.04
504 - SANITATION ENTERPRISE FUND 190,754.13
506 - TRANSIT SYSTEM 32.90
815 - LOW/MOD HOUSING ASSET FUND 5,550.50
820 - RORF-REDEV OBLIG RETIREMT FUND 9,615.24
950 - PAYROLL TRUST & AGENCY FUND 281,416.13
Grand Total: 1,518,243.21
Account Summary
Account Number Account Name Payment Amount
101-000-10400 SMIP Payable 13.75
101-000-10500 State Bldg. Standards Adm… 51.00
101-400-41080 Mid Valley Franchise Fees -39,199.75
101-400-48200 Administrative Fees -5.79
101-401-70440 Miscellaneous Supplies 889.57
101-401-72030 Telephone 190.05
101-401-84010 Office Equip. Repairs & M… 64.02
101-401-86010 Training, Travel, & Confer… 2,992.97
101-401-86030 Subs., Dues, & Publications 115.20
101-401-88010 City Attorney Fees 9,962.24
101-401-88020 Outside Attorney Fees 378.00
101-401-88040 Computer Programming/… 28.81
101-404-70160 Gasoline & Diesel 64.40
101-404-72030 Telephone 50.24
101-404-84010 Office Equip. Repairs & M… 55.20
101-404-86010 Training, Travel, & Confer… 106.79
101-404-86030 Subs., Dues, & Publications 91.98
101-404-88040 Computer Programming/… 38.41
101-404-88100 Professional Services 3,177.08
101-404-88160 Housing Element 10,000.00
101-405-70010 Office Supplies 25.75
101-405-76010 General Advertising 758.40
101-405-84010 Office Equip. Repairs & M… 904.93
101-405-86010 Training, Travel, & Confer… 384.59
101-405-88040 Computer Programming/… 28.81
101-405-88100 Professional Services 257.79
101-406-70010 Office Supplies 201.01
101-406-70040 Printing & Binding 511.08
101-406-84010 Office Equip. Repairs & M… 9.80
101-406-86030 Subs., Dues, & Publications 16.50
101-406-88030 Accounting/Auditing 9,992.80
101-406-88040 Computer Programming/… 5.18
101-406-88100 Professional Services 1,105.91
101-408-70010 Office Supplies 120.62
101-408-72030 Telephone 24.53
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 24 of 28
Account Summary
Account Number Account Name Payment Amount
101-408-84010 Office Equip. Repairs & M… 142.41
101-408-88040 Computer Programming/… 19.59
101-408-88100 Professional Services 172.27
101-408-89050 Polygraphs 400.00
101-408-89060 Psychological Evaluation 800.00
101-408-89070 Fingerprinting 66.00
101-408-89080 Background Investigations… 1,500.00
101-413-70010 Office Supplies 54.57
101-413-70030 Postage & Freight Out 261.64
101-413-70060 Small Tools & Equipment 202.10
101-413-70160 Gasoline & Diesel 5,315.31
101-413-70380 Inmate Food/Jail Supplies 414.75
101-413-70440 Miscellaneous Supplies 163.13
101-413-72010 Water, Gas, Sanitation & … 52.81
101-413-72030 Telephone 3,865.89
101-413-84010 Office Equip. Repairs & M… 393.62
101-413-84030 Buildings Repairs & Maint. 1,738.00
101-413-84060 Vehicle Parts, Repairs & … 4,450.35
101-413-88040 Computer Programming/… 2,795.32
101-413-88080 Laboratory 1,500.00
101-413-88100 Professional Services 2,339.00
101-413-90070 Investigative Expenses -13.47
101-413-98040 Major Machinery & Equi… 347.76
101-415-72010 Water, Gas, Sanitation & … 94.49
101-415-88100 Professional Services 1,800.00
101-416-70060 Small Tools & Equipment 257.42
101-416-70160 Gasoline & Diesel 12,044.63
101-416-70440 Miscellaneous Supplies 145.49
101-416-70450 Station Supplies 422.75
101-416-72010 Water, Gas, Sanitation & … 1,307.02
101-416-72020 Electric 1,692.62
101-416-72030 Telephone 601.14
101-416-75030 Tuition Reimbursement -275.00
101-416-84010 Office Equip. Repairs & M… 131.89
101-416-84030 Buildings Repairs & Maint. 8,829.11
101-416-84050 Grounds Repairs & Maint. 28.00
101-416-84060 Vehicle Parts, Repairs & … 21,603.02
101-416-84070 Misc. Repairs & Maint. 255.47
101-416-86010 Training, Travel, & Confer… 581.78
101-416-88040 Computer Programming/… 230.08
101-416-98043 Ladder Truck Expense 6,144.30
101-431-70100 Uniforms 31.58
101-431-70150 Vehicle Parts & Supplies 25.50
101-431-72030 Telephone 50.27
101-432-72010 Water, Gas, Sanitation & … 2,229.30
101-432-72020 Electric 6,321.74
101-432-72030 Telephone 779.83
101-432-84030 Buildings Repairs & Maint. 3,770.38
101-435-72010 Water, Gas, Sanitation & … 369.01
101-435-72020 Electric 1,190.40
101-435-72030 Telephone 143.35
101-435-84030 Buildings Repairs & Maint. 202.98
101-440-70160 Gasoline & Diesel 109.89
101-440-72011 Water/Electric - City Plots 3,127.36
101-440-84050 Grounds Repairs & Maint. 296.86
101-440-84060 Vehicle Parts, Repairs & … 79.53
101-440-88100 Professional Services 59.25
101-440-89070 Fingerprinting 96.00
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 25 of 28
Account Summary
Account Number Account Name Payment Amount
101-440-98981 Splash Pad Project 3,916.25
107-422-70010 Office Supplies 4.73
107-422-70100 Uniforms 204.07
107-422-70160 Gasoline & Diesel 109.87
107-422-72010 Water/Electric - City Plots 2,714.72
107-422-72030 Telephone 13.78
107-422-84010 Office Equip. Repairs & M… 14.55
107-422-84060 Vehicle Parts, Repairs & … 115.30
107-422-86030 Subs., Dues, & Publications 48.70
107-422-88030 Accounting/Auditing 1,470.00
107-422-88040 Computer Programming/… 35.34
107-422-88100 Professional Services 6.76
110-424-72021 Street Light Electricity 9,506.67
111-422-98971 Fresno Street Improveme… 3,133.00
117-416-70010 Office Supplies 28.38
117-416-70102 Uniforms 1,757.63
117-416-72030 Telephone 5.77
117-416-75000 Medical Equipment & Sup… 3,064.87
117-416-75020 EMS-Linens 609.06
117-416-75040 Ambulance Billing Contract 8,641.80
117-416-84010 Office Equip. Repairs & M… 24.62
117-416-84050 Grounds Repairs & Maint. 2,338.75
117-416-84060 Vehicle Parts, Repairs & … 916.35
117-416-86010 Training, Travel, & Confer… 250.00
117-416-86040 Required Certification Tra… 106.00
117-416-88040 Computer Programming/… 4.61
117-416-88100 Professional Services 1,244.72
117-416-89070 Fingerprinting 128.00
130-603-88101 Administrative Fees 2,450.00
150-751-96501 Fiscal Agent Fees-1998 A 2,633.15
150-755-96504 Fiscal Agent Fees-2000 R… 183.15
150-757-96505 Fiscal Agent Fees-2012 Wt… 2,638.70
303-405-88116 CDBG CV1 Grant Expense 4,691.14
303-405-88117 CDBG CV2&CV3 Grant Ex… 3,268.47
304-404-88105 19-HOME-14965 Grant Ex… 305.21
305-422-98974 CMAQ-NW Trail Seg 1, 2, … 3,066.68
501-000-10003 Retention Payable -15,213.09
501-406-70010 Office Supplies 196.89
501-406-70030 Postage & Freight Out 190.04
501-406-70040 Printing & Binding 953.12
501-406-70160 Gasoline & Diesel 220.58
501-406-72030 Telephone 108.60
501-406-84010 Office Equip. Repairs & M… 138.95
501-406-86030 Subs., Dues, & Publications 33.00
501-406-88010 City Attorney Fees 77.17
501-406-88030 Accounting/Auditing 7,639.20
501-406-88040 Computer Programming/… 416.83
501-406-88100 Professional Services 13.51
501-406-92090 Taxes, Licenses, & Fees 2,624.50
501-503-70010 Office Supplies 14.19
501-503-70100 Uniforms 57.65
501-503-70140 Utility Parts & Supplies 363.27
501-503-70160 Gasoline & Diesel 1,154.61
501-503-70202 Lab Supplies 266.02
501-503-70240 Chemicals Aluminate Sulfa… 5,453.80
501-503-70270 Chemicals Polymers 7,071.12
501-503-70300 Chemicals Hypochlorite 5,437.06
501-503-72020 Electric 45,367.75
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 26 of 28
Account Summary
Account Number Account Name Payment Amount
501-503-72030 Telephone 719.57
501-503-80010 Water Purchases 92,137.67
501-503-82030 Equipment Rental 34.00
501-503-84010 Office Equip. Repairs & M… 47.62
501-503-84020 Major Equip. Repairs & M… 2,115.40
501-503-84030 Buildings Repairs & Maint. 45.00
501-503-84060 Vehicle Parts, Repairs & … 232.52
501-503-86010 Training, Travel, & Confer… 181.53
501-503-86030 Subs., Dues, & Publications 21.60
501-503-86032 Certifications, Renewals, … 254.99
501-503-88010 City Attorney Fees 448.33
501-503-88040 Computer Programming/… 54.15
501-503-88100 Professional Services 2,240.27
501-503-96500 Fiscal Agent Fees 1,250.00
501-503-98441 Water Revenue Bond Proj… 370,826.65
501-508-70010 Office Supplies 16.56
501-508-70060 Small Tools & Equipment 72.88
501-508-70100 Uniforms 204.08
501-508-70130 Street Materials 112.68
501-508-70140 Utility Parts & Supplies 381.98
501-508-70160 Gasoline & Diesel 1,238.40
501-508-72020 Electric 177.47
501-508-72030 Telephone 188.75
501-508-84010 Office Equip. Repairs & M… 16.45
501-508-84030 Buildings Repairs & Maint. 25.73
501-508-84060 Vehicle Parts, Repairs & … 209.48
501-508-86030 Subs., Dues, & Publications 21.60
501-508-88040 Computer Programming/… 37.26
501-508-88100 Professional Services 23.65
501-508-98030 Office Furniture & Equip… 506.20
502-406-70010 Office Supplies 173.46
502-406-70030 Postage & Freight Out 166.28
502-406-70040 Printing & Binding 833.99
502-406-70160 Gasoline & Diesel 193.01
502-406-72030 Telephone 95.25
502-406-84010 Office Equip. Repairs & M… 122.62
502-406-86030 Subs., Dues, & Publications 27.50
502-406-88010 City Attorney Fees 67.52
502-406-88030 Accounting/Auditing 7,446.40
502-406-88040 Computer Programming/… 381.17
502-406-88100 Professional Services 13.51
502-406-92090 Taxes, Licenses, & Fees 2,296.44
502-510-70010 Office Supplies 16.56
502-510-70060 Small Tools & Equipment 72.89
502-510-70100 Uniforms 204.07
502-510-70130 Street Materials 190.43
502-510-70140 Utility Parts & Supplies 17.66
502-510-70160 Gasoline & Diesel 1,238.40
502-510-70440 Miscellaneous Supplies 79.43
502-510-72020 Electric 915.05
502-510-72030 Telephone 367.85
502-510-80020 PG&E Wholesale Transpor… 143,101.84
502-510-80030 Gas Purchases for Resale 97,031.41
502-510-80100 Gas Assistance Program 260.20
502-510-84010 Office Equip. Repairs & M… 49.96
502-510-84030 Buildings Repairs & Maint. 37.14
502-510-84060 Vehicle Parts, Repairs & … 209.48
502-510-86030 Subs., Dues, & Publications 43.20
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 27 of 28
Account Summary
Account Number Account Name Payment Amount
502-510-88040 Computer Programming/… 89.11
502-510-88100 Professional Services 2,058.65
502-510-98030 Office Furniture & Equip… 351.39
503-406-70010 Office Supplies 108.32
503-406-70030 Postage & Freight Out 111.59
503-406-70040 Printing & Binding 548.05
503-406-70160 Gasoline & Diesel 126.83
503-406-72030 Telephone 55.57
503-406-84010 Office Equip. Repairs & M… 68.46
503-406-86030 Subs., Dues, & Publications 20.90
503-406-88010 City Attorney Fees 38.58
503-406-88030 Accounting/Auditing 7,629.56
503-406-88040 Computer Programming/… 289.44
503-406-88100 Professional Services 5.07
503-406-92090 Taxes, Licenses, & Fees 1,509.09
503-520-70010 Office Supplies 7.10
503-520-70100 Uniforms 57.63
503-520-70140 Utility Parts & Supplies 187.47
503-520-70160 Gasoline & Diesel 236.93
503-520-72010 Water, Gas, Sanitation & … 1,560.07
503-520-72020 Electric 12,730.03
503-520-72030 Telephone 98.70
503-520-82030 Equipment Rental 17.00
503-520-84010 Office Equip. Repairs & M… 44.20
503-520-84020 Major Equip. Repairs & M… 87.50
503-520-84030 Buildings Repairs & Maint. 930.00
503-520-84051 Grounds Chemicals & Mai… 4,327.92
503-520-86030 Subs., Dues, & Publications 21.60
503-520-86033 Certifications, Renewals &… 149.99
503-520-88040 Computer Programming/… 70.28
503-520-88100 Professional Services 1,120.13
503-520-96500 Fiscal Agent Fees 1,250.00
503-520-98050 Capital Purchases 31,100.00
503-521-70010 Office Supplies 2.37
503-521-70100 Uniforms 204.06
503-521-70160 Gasoline & Diesel 1,238.38
503-521-70440 Miscellaneous Supplies 79.43
503-521-72010 Water, Gas, Sanitation & … 237.80
503-521-72020 Electric 762.18
503-521-72030 Telephone 281.21
503-521-84010 Office Equip. Repairs & M… 8.33
503-521-84030 Buildings Repairs & Maint. 62.27
503-521-84060 Vehicle Parts, Repairs & … 209.46
503-521-86030 Subs., Dues, & Publications 21.60
503-521-88040 Computer Programming/… 69.49
503-521-88100 Professional Services 3.38
503-521-98994 La Questa Lift Station Reh… 3,600.67
503-521-98995 New Lost Gatos Lift Station 185.40
504-406-70010 Office Supplies 10.56
504-406-70030 Postage & Freight Out 7.18
504-406-70040 Printing & Binding 47.61
504-406-70160 Gasoline & Diesel 11.03
504-406-72030 Telephone 5.57
504-406-84010 Office Equip. Repairs & M… 7.57
504-406-86030 Subs., Dues, & Publications 1.10
504-406-88010 City Attorney Fees 3.86
504-406-88030 Accounting/Auditing 989.64
504-406-88040 Computer Programming/… 14.45
Expense Approval Report Payment Dates: 4/1/2022 - 4/30/2022 5/12/2022 12:11:21 PM Page 28 of 28
Account Summary
Account Number Account Name Payment Amount
504-406-88100 Professional Services 1.69
504-406-92090 Taxes, Licenses, & Fees 131.22
504-530-88170 Mid Valley Sanitation Serv… 187,411.39
504-535-70100 Uniforms 31.58
504-535-70160 Gasoline & Diesel 2,008.03
504-535-84060 Vehicle Parts, Repairs & … 32.15
504-535-88100 Professional Services 39.50
506-540-72030 Telephone 32.90
815-609-88100 Professional Services 5,550.50
820-610-70010 Office Supplies 2.35
820-610-72030 Telephone 0.48
820-610-84010 Office Equip. Repairs & M… 2.10
820-610-86030 Subs., Dues, & Publications 5.50
820-610-88010 City Attorney Fees 340.00
820-610-88030 Accounting/Auditing 7,446.40
820-610-88040 Computer Programming/… 0.38
820-610-88100 Professional Services 1,716.78
820-610-96512 Continuing Disclosure Fees 101.25
950-000-31100 Federal Withholding 72,652.02
950-000-31200 State Income Tax Withheld 31,202.66
950-000-31300 FICA Withheld 102,319.14
950-000-31400 Medicare Insurance With… 23,929.78
950-000-31500 State Disability Insurance… 9,352.23
950-000-32100 Employee Deferred Comp.… 33,248.30
950-000-32400 Life Insurance 1,033.12
950-000-33000 CLOCEA Dues Withheld 1,529.70
950-000-33200 CPOA Dues Withheld 1,491.84
950-000-33300 Fire Assoc. Dues Withheld 1,880.00
950-000-34010 Other W/H Garnishments 1,636.82
950-000-34060 Prepaid Legal Services 296.38
950-000-34500 Unreimbursed Med/Dep … 769.14
950-000-34610 AFLAC Administration Fee 75.00
Grand Total: 1,518,243.21
Project Account Summary
Project Account Key Payment Amount
**None** 1,518,243.21
Grand Total: 1,518,243.21

STAFF REPORT - CITY COUNCIL/SUCCESSOR AGENCY/PUBLIC FINANCE

AUTHORITY
Subject: Adopt Resolution No. 4097 Approving the Building Inspector Trainee/I/II Job Description
Meeting Date: Thursday, June 16, 2022
From: Marissa Trejo, City Manager
Prepared by: Marissa Trejo, City Manager
I. RECOMMENDATION:

City Manager and Assistant City Manager recommending adopting Resolution No. 4097 Approving the Building Inspector Trainee/I/II Job Description.

II. BACKGROUND:

Council previously authorized a Building Inspector Trainee position for FY 23. The Job Description is attached.

III. DISCUSSION:

IV. ALTERNATIVES:

Do not approve (not recommended)
V. FISCAL IMPACT:

There is no fiscal impact associated with approving the Job Description.

ATTACHMENTS:

File Name Description
Res_4097_Building_Insp_Job_Des.doc Resolution
Building_Insp_Trainee__I__II_Job_Des.docx Job Des
RESOLUTION NO. 4907

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF COALINGA

BUILDING INSPECTOR TRAINEE/I/II JOB DESCRIPTION
WHEREAS, the City Manager and herstaff have presented the City Council with aBuilding Inspector Trainee/I/II Job Description; and
WHEREAS, the Building Inspector/I/II Job Description has been reviewed by the City Council and the City Council has determined that the Job Description is adequate and necessary; and WHEREAS, the City Council has determined to approve the Building Inspector Trainee/I/II Job Description.

NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Coalinga as follows:

1. The Building Inspector Trainee/I/II Job Description is hereby approved.

2. The City Manager and her designees are authorized to implement and carry out the provisions of the Building Inspector Trainee/I/II Job Description.

The foregoing resolution was approved and adopted at a regular meeting of the City Council of the City of Coalinga held on the 16 day of June, 2022, by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:

APPROVED:
______________________________
Mayor
ATTEST:
______________________________
City Clerk/Deputy City Clerk
City of Coalinga
155 W. Durian Avenue
Coalinga, CA 93210
Building Inspector Trainee/I/II
Pay Class Trainee: 25 Basic
Pay Class I: 27 Basic
Pay Class II: 28 Basic
FLSA Non-Exempt

DEFINITION
Under close to limited supervision of the Assistant City Manager or his/her designee, performs routine and complex structure and building system inspections at various stages of construction, alteration and repair, investigates and secures compliance with housing, zoning, environmental and general land use standards, reviews building plans and specifications, processes and issues permits and performs other duties as assigned.

CLASSIFICATION
The assigned duties in this multi-class range from entry to advance, and from routine to more complex as the incumbent demonstrates the ability to perform such duties.

Building Inspector Trainee - This is the entry-level class in the Building Inspector series.

Positions assigned to this class work under supervision on a training basis in the performance of combination inspections of commercial and residential buildings and structures in every stage of construction, alteration, demolition and repair, reviewing building plans and specifications, and enforcing building, plumbing, electrical, mechanical and housing codes and states laws. The progression of Building Inspector Trainee to Building Inspector I requires an evaluation of employee skill, performance levels and completion of required certification/training.

Building Inspector I - This is the intermediate-level class of the Building Inspector series.

Incumbents are expected to perform a variety of building inspection tasks without detailed instructions. As skill and knowledge increases, more difficult duties are assigned for advancing to Building Inspector II. Advancement to Building Inspector II requires an evaluation of employee skill, performance levels, and completion of required certifications/training.

Building Inspector II - This is the advance-level of the Building Inspector series. Incumbents perform the full range of assigned duties and may receive occasional instruction as new or unusual situations arise. Incumbents are expected to be fully aware of the operating guidelines and procedures within the Division and may make independent decisions within the frame-work of written and oral instructions and accepted practices, processes and procedures while completing assignments..

EXAMPLES OF ESSENTIAL DUTIES
NOTE: Examples listed in this class specification represents but is not necessarily exhaustive or descriptive of duties assigned to this position. Each individual in this classification may not necessarily perform all the duties listed. Management reserves the right to assign other related tasks if such duties are a logical assignment for this position.  Performs field construction inspections of residential and commercial structures, including plumbing, electrical, roofing, heating and air conditioning, and energy saving equipment.  Ensures compliance with applicable codes, ordinances and regulations.  Investigates violations of building and housing laws and inspects vacant and sub-standard housing for code compliance.
 Checks construction plans and specifications for completeness and accuracy.  Issues permits and calculates fees.
 Provides information to the public regarding all phases of building construction, code compliance, and related functions.
 Builds and maintains positive working relationships with coworkers, other City employees, and the public using principles of good customer service.  Fosters and environment that embraces diversity, integrity, trust and respect.  Maintains official records of applications received, permits and certificates issued, fees collected, reports of inspections and notices and orders issued.  Responds to emergencies when called upon by supervisor or emergency dispatchers to assist as technical expert in evaluation of safety.
 Participates in Fire Department and County Health Department inspections as requested.  Answers phones, schedules inspections, compiles and files building plans and other related construction documents, retrieves building files, assessor’s parcels and other computerized records.
 Prepares reports, work orders, correspondence, memos, emails, warning letters, citations, calculations, analysis, grants, diagrams, or technical materials as needed.  Performs outreach and prepares outreach materials.
 Performs other duties as assigned.

MINIMUM QUALIFICATIONS
NOTE: The specifications listed below outline the desirable qualifications necessary for entry into the class and do not necessarily convey the qualifications of incumbents within the position.

Building Inspector Trainee:

Education: High school diploma or equivalent.

Experience: Three (3) years of increasingly responsible experience in field construction, plumbing, electrical, roofing, heating and air conditioning, energy saving equipment or a related field.

Licenses: Valid State of California Drivers License; must be insurable under the City’s insurance policy without any additional premiums or costs being incurred by the City.

Certifications: Possession of, or ability to obtain, within one (1) year of appointment, certification as Building Inspector issued by International Code Council or other equivalent state, national or international association AND Certified Access Specialist Program (CASp).

Additionally, should progress toward obtaining International Code Council Certification in one or more specialized areas including plumbing, mechanical or electrical inspection annually until certification in each specialized area is obtained as these certifications will be needed to advance from a Building Inspector I to a Building Inspector II.

Building Inspector I:

Education: High school diploma or equivalent.

Experience: Four (4) years of increasingly responsible experience in field construction, plumbing, electrical, roofing, heating and air conditioning, energy saving equipment or a related field.

Licenses: Valid State of California Drivers License; must be insurable under the City’s insurance policy without any additional premiums or costs being incurred by the City.

Certifications: Possession of certification as Building Inspector issued by International Code Council or other equivalent state, national or international association AND Certified Access Specialist Program (CASp).

Additionally, MUST obtain International Code Council Certification in one or more specialized areas including plumbing, mechanical or electrical inspection annually until certification in each specialized area is obtained.

Building Inspector II:

Education: High school diploma or equivalent.

Experience: Five (5) years of increasingly responsible experience in field construction, plumbing, electrical, roofing, heating and air conditioning, energy saving equipment or a related field.

Licenses: Valid State of California Drivers License; must be insurable under the City’s insurance policy without any additional premiums or costs being incurred by the City.

Certifications: Possession of certification as Building Inspector issued by International Code Council or other equivalent state, national or international association AND Certified Access Specialist Program (CASp).

Additionally, MUST obtain International Code Council Certification in specialized areas of plumbing, mechanical and electrical inspection.

NOTE: It is the employee’s responsibility to renew all applicable license(s). The City will reimburse the employee for any required training expenses.

KNOWLEDGE, SKILLS AND ABILITIES
NOTE: The following are a representative sample of the KSA’s necessary to perform essential tasks of the position.

Knowledge of: Principles, practices and methods used in various building construction areas, including plumbing electrical, and mechanical; federal, state and local laws, regulations, codes and ordinances related to building construction and zoning; modern office practices, methods and equipment, including computer and applicable software; characteristics and use of standard equipment used in building inspection and the building trades; occupational hazards and standard safety procedures.

Skill and Ability to: Read and interpret complex plans and specifications; analyze complex building inspection and code enforcement issues, evaluate alternatives and reach sound conclusions; interpret and apply applicable laws, codes and regulations; maintain an accurate records filing system; maintain certification through continuing education programs; communicate clearly and concisely, both orally and in writing; deal effectively using tact and courtesy with groups or individuals involved in the building industry and the general public; establish and maintain effective relationships.

ATTITUDE
Characterized by initiative, commitment to teamwork and quality performance, and a customerservice orientation; must interact in a positive manner with City employees and the public.

PHYSICAL REQUIREMENTS
NOTE: The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential duties of this classification. Reasonable accommodations may be made to enable an individual with qualified disabilities to perform the essential functions of this job, on a case-by-case basis.

Sufficient mobility to work indoors and outdoors in hot, cold, wet, humid or windy weather conditions; ascend and descend ladders, scaffoldings, stairs or inclined surfaces; ability to stoop, kneel, crouch, crawl, bend, squat, push and pull; reach, lift, load and unload heavy materials; detect unusual odors; sufficient hearing and speech to communicate in person and over the telephone; dexterity to use small tools, grasp, grip and maintain fine manipulation with dominant/non-dominant hand, see well enough to read small print, gauges, instruments and distances sufficient to see oncoming traffic, read signs and hazards; mobility to attend meetings, make presentations and visit various work sites; vision abilities for close, distance, color, peripheral sight and depth perception. Job functions may include working near moving mechanical parts and occasional exposure to fumes, toxic or caustic chemicals and a noise level that will range from quiet, while in an office environment, to moderately noisy while in the field.

Individuals must exercise good judgment and be flexible, creative and sensitive in response to changing situations and needs.

Approved by: __________________________________ _____________ Marissa Trejo, City Manager Date

STAFF REPORT - CITY COUNCIL/SUCCESSOR AGENCY/PUBLIC FINANCE

AUTHORITY
Subject: Rejection of Claim for Damages Presented by Ralph Gorrill Meeting Date: June 16, 2022
From: Marissa Trejo, City Manager
Prepared by: Mercedes Garcia, Senior Administrative Analyst I. RECOMMENDATION:

It is recommended that the City Council reject the claim for damages presented by Ralph Gorrill.

II. BACKGROUND:

Mr. Gorrill filed a claim with the City of Coalinga (see attached) on March 9, 2022. The claim alleges that claimant was walking on the sidewalk when he stepped into a pothole, causing him to fall face-first onto the ground and sustain a compound fracture of his left lower arm.

The claim was sent to George Hills Company for review. After review and investigation of the claim it was determined the City did not have notice of a dangerous condition of public property prior to the occurrence of this incident. A “dangerous condition” means a condition of property that creates a substantial (as distinguished from a minor, trivial, or insignificant) risk of injury when such property or adjacent property is used with due care in a manner in which it is reasonably foreseeable that it will be used. In this case, the area where this loss took place is also open and obvious.

III. DISCUSSION:

George Hills Company recommends the claim be rejected due to Government Code section 835 which applies to this claim and states that a public entity is not liable for damage or injury arising out of a dangerous condition of public property unless the public entity creates the dangerous condition or they have notice of the dangerous condition for a sufficient time prior to the occurrence of the damage or injury to have taken measures that would have prevented the damage or injury.

Except as provided by statute, a public entity is liable for injury caused by a dangerous condition of its property if the plaintiff establishes that the property was in a dangerous condition at the time of the injury, that the injury was proximately caused by the dangerous condition, that the dangerous condition created a reasonably foreseeable risk of the kind of injury which was incurred, and that either: (a) A negligent or wrongfulact or omission of an employee of the public entity within the scope of his employment created the dangerous condition; or (b) The public entity had actual or constructive notice of the dangerous condition under Section 835.2 a sufficient time prior to the injury to have taken measures to protect against the dangerous condition.

IV. ALTERNATIVES:

Accept claim as presented by Ralph Gorrill (staff does not recommend).

V. FISCAL IMPACT:

The fiscal impact will be determined by Council decision.

ATTACHMENTS:

File Name Description
Gorrill_Ralph_Claim_for_Damages_03092022_.pdf Gorrill Ralph Claim for Damages 03-09-2022

STAFF REPORT - CITY COUNCIL/SUCCESSOR AGENCY/PUBLIC FINANCE

AUTHORITY
Subject: Rejection of Claim for Damages Presented by Sheldon Niiyama Meeting Date: June 16, 2022
From: Marissa Trejo, City Manager
Prepared by: Mercedes Garcia, Senior Administrative Analyst I. RECOMMENDATION:

It is recommended the City Council reject the claim for damages presented by Sheldon Niiyama.

II. BACKGROUND:

Mr. Niiyama filed a claim with the City of Coalinga (see attached) received on May 17, 2022. The claim alleges dangerous condition of roadway against the City. The claim was sent to George Hills Company for review. After review and investigation of the claim it was determined this motor vehicle accident occurred outside of City jurisdiction, in Unincorporated Fresno County.

III. DISCUSSION:

George Hills Company recommends the claim be rejected since the loss location is not owned or maintained by the City. We will then follow up with a letter to claimant’s attorney, along with a jurisdictional map showing that this is outside of the City’s jurisdiction, and willalso warn of the consequences for continuing to pursue the wrong entity.

IV. ALTERNATIVES:

Accept the claim as presented by Sheldon Niiyama (staff does not recommend).

V. FISCAL IMPACT:

The fiscal impact will be determined by Council’s decision.

ATTACHMENTS:

File Name Description
NIIYAMA_SHELDON_Claim_for_Damages_05-17-2022.pdf NIIYAMA SHELDON Claim for Damages 05-17-2022

STAFF REPORT - CITY COUNCIL/SUCCESSOR AGENCY/PUBLIC FINANCE

AUTHORITY
Subject: Notice of Completion Fresno Street Rehabilitation Project Project No. PW21-004 Meeting Date: June 16, 2022
From: Marissa Trejo, City Manager
Prepared by: Sean Brewer, Assistant City Manager
I. RECOMMENDATION:

It is recommended that the Coalinga City Council:

Accept the project as complete.

Authorize the City Engineer to file the Notice of Completion for the project with the County Recorder and notify surety to exonerate contract bonds.

Authorize the Finance Department to release the 5% construction retention payment to AJ Excavation, Inc. 35 days after recordation of the Notice of Completion by the Fresno County RegistrarRecorder’s Office, contingent upon no claims being filed on the project.

II. BACKGROUND:

On September 16, 2021, the City Councilawarded a construction contract to AJ Excavation, Inc. in an amount of $353,973.00, with an additionalcontingency of $35,397.30 set aside for any unforeseen incidentals for a totalauthorization amount of $389,370.30.

The primary scope of work includes the rehabilitation of Fresno Street in the four-block segment between Washington Street and Harvard Avenue in Coalinga, CA. The work entails construction surveying, demolition of existing concrete improvements, roadway excavation and grading, placement of aggregate base and asphalt concrete pavement sections, construction of concrete curb and gutter, curb ramp, sidewalk, and valley gutter, adjustment of existing utility lids and sewer manholes, and placement of thermoplastic striping and markings.

A notice to Proceed was issued to AJ Excavation, Inc. providing 50 working days to complete construction.

III. DISCUSSION:

The project experienced delays due to rain and asphalt availability which pushed the project completion date.

Completion was further extended when the Contractor encountered unsuitable and failing subgrade below the existing pavement section. The project was finally completed on March 7, 2022, three days ahead of projected schedule. The finalcontract amount is $378,569.20 which is within the amount approved by City Council on September 16, 2021. The increase in the finalcontract amount is due to extra work to existing subgrade, existing driveways, and the Yale Ave pavement transition to a new valley gutter.

The final inspection was performed on March 14, 2022, and included no punch list of items to be performed.

The date of finalcompletion for the project is March 14, 2022. The notice of completion, when filed, begins a time period for which mechanics liens, liens against the contractor, and stop payment notices can be filed against a public construction project. It is a protection for the City during a construction project. Staff is not aware of any issues related to this project.

IV. ALTERNATIVES:

None.

V. FISCAL IMPACT:

The project was fully funded by SB1 Street Funds and FY22 budget appropriation funds in the amount of $280,000. There is no fiscal impact to the General Fund.

ATTACHMENTS:

File Name Description
Notice_of_Completion.doc Notice of Completion - Fresno Street

RECORDING REQUESTED BY
City of Coalinga
No Fee – Gov’t. Code Sections
6103 and 27383
WHEN RECORDED MAIL TO:

Tri City Engineering Inc.
4630 W. Jennifer Ave., Suite 101
Fresno, CA 93722
SPACE ABOVE THIS LINE FOR RECORDER’S USE

NOTICE OF COMPLETION

1. The undersigned is OWNER or agent of the OWNER of the interest or estate stated below in the property hereinafter described.

2. The FULL NAME of the OWNER is City of Coalinga

3. The FULL ADDRESS of the OWNER is 155 W. Durian Ave, Coalinga, CA 93210

4. The NATURE OF THE INTEREST or ESTATE of the undersigned is: In Fee (If other than fee, strike “in fee” and insert, for example, “purchaser under contract of purchase,” or leasee)

5. The FULL NAMES and FULL ADDRESSES of ALL PERSONS, if any, WHO HOLD SUCH INTEREST or ESTATE with the undersigned as JOINT TENANTS or as TENANTS IN COMMON are:

Names: Addresses:

6. The full names and full addresses of the predecessors in interest of the undersigned if the property was transferred subsequent to the commencement of the work of improvement herein referred to:

Names: Addresses:

7. All work of improvement on the property hereinafter described was COMPLETED March 14, 2022

8. The work of improvement
completed is described as
follows:

The primary scope of work includes the rehabilitation of Fresno Street in the four-block segment between Washington Street and Harvard Avenue in Coalinga, CA. The work entails construction surveying, demolition of existing concrete improvements, roadway excavation and grading, placement of aggregate base and asphalt concrete pavement sections, construction of concrete curb and gutter, curb ramp, sidewalk, and valley gutter, adjustment of existing utility lids and sewer manholes, and placement of thermoplastic striping and markings.

9. The NAME OF THE ORIGINAL CONTRACTOR, if any, for such work of improvement is AJ Excavation, Inc.

10. The street address of said property is On Fresno Street – between Washington to Harvard in the City of Coalinga

11. The property on which said work of improvement was completed is in the City of Coalinga County of Fresno , State of California, and is described as follows:

Fresno Street Rehabilitation Project
Date: Signature of Owner
Or Agent of Owner
Daniel E. Jauregui, City Engineer Representative
Verification for INDIVIDUAL owner:

I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the owner of the aforesaid interest or estate in the property described in the above notice; that I have read said notice, that I know and understand the contents thereof, and that the facts stated therein are true and correct.

Fresno, CA
Date and Place
Verification for NON-INDIVIDUAL owner City of Coalinga :

I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the Contract City Engineer of the aforesaid interest or estate in the property described in the above notice; that I have read the said notice, that I know and understand the contents thereof, and that the facts stated therein are true and correct.

Fresno, CA
Date and Place Daniel E. Jauregui, City Engineer Representative

STAFF REPORT - CITY COUNCIL/SUCCESSOR AGENCY/PUBLIC FINANCE

AUTHORITY
Subject: Notice of Completion for Sunset Street Rehabilitation Project Project - Project No.

PW19-006
Meeting Date: June 16, 2022
From: Marissa Trejo, City Manager
Prepared by: Sean Brewer, Assistant City Manager
I. RECOMMENDATION:

It is recommended that the Coalinga City Council:

Accept the project as complete.

Authorize the City Engineer to file the Notice of Completion for the project with the County Recorder and notify surety to exonerate contract bonds.

Authorize the Finance Department to release the 5% construction retention payment to AJ Excavation, Inc. 35 days after recordation of the Notice of Completion by the Fresno County RegistrarRecorder’s Office, contingent upon no claims being filed on the project.

II. BACKGROUND:

On November 19, 2020, the City Councilawarded a construction contract to A.J. Excavation, Inc. in an amount of $889,720.00, with an additionalcontingency of $88,972.00 set aside for any unforeseen incidentals for a totalauthorization amount of $978,692.00.

The project includes, but is not limited to: Demolition of existing improvements, clearing and grubbing, sawcutting, pulverization of existing A.C. pavement, grading base material, installation of curb and gutter, sidewalk, curb ramps, alley approaches, driveway approaches, valley gutter, median island, park island, A.C. pavement, aggregate base, storm drain manholes, storm drain inlets, storm drain piping, electricalconduit, electrical pull boxes, traffic striping, pavement markings, traffic signage, existing utility lid adjustment, landscaping hardscape, and construction surveying.

A notice to Proceed was issued to A.J. Excavation, Inc. providing 75 working days to complete construction.

III. DISCUSSION:

The project was completed on July 22, 2021. The finalcontract amount is $894,476.38 which is within the amount approved by City Council on November 19, 2020. Changes to the project which affected final contract amount include a reduction in landscaping, an increase in concrete sidewalk and concrete retaining curb near Sunset and Cedar and Sunset and Jefferson, redesign of the curb ramp at Sunset and Polk, and an increase in the pavement transition near Sunset and Birch and near the Motte Park corridor. Liquidated damages have been assessed for this project in the amount of $11,000 for the Contractor’s failure to meet the contract completion end date. Liquidated damages will be deducted from the remaining contract retainage amount and will bring the Final Contract Sum to $883,476.38.

The final inspection was done on July 22, 2021, which included preparation of final punch list of items. The punch list items were completed on April 8, 2022. The notice of completion, when filed, begins a time period for which mechanics liens, liens against the contractor, and stop payment notices can be filed against a public construction project. It is a protection for the City during a construction project. Staff is not aware of any issues related to this project.

IV. ALTERNATIVES:

None.

V. FISCAL IMPACT:

The project was fully funded by SB1 Local City Funds & STBG Lifeline Federal Funds. There is no fiscal impact to the General Fund.

ATTACHMENTS:

File Name Description
Notice_of_Completion.doc Notice of Completion - Sunset Street

RECORDING REQUESTED BY
City of Coalinga
No Fee – Gov’t. Code Sections
6103 and 27383
WHEN RECORDED MAIL TO:

Tri City Engineering Inc.
4630 W. Jennifer Ave., Suite 101
Fresno, CA 93722
SPACE ABOVE THIS LINE FOR RECORDER’S USE

NOTICE OF COMPLETION

1. The undersigned is OWNER or agent of the OWNER of the interest or estate stated below in the property hereinafter described.

2. The FULL NAME of the OWNER is City of Coalinga

3. The FULL ADDRESS of the OWNER is 155 W. Durian Ave, Coalinga, CA 93210

4. The NATURE OF THE INTEREST or ESTATE of the undersigned is: In Fee (If other than fee, strike “in fee” and insert, for example, “purchaser under contract of purchase,” or leasee)

5. The FULL NAMES and FULL ADDRESSES of ALL PERSONS, if any, WHO HOLD SUCH INTEREST or ESTATE with the undersigned as JOINT TENANTS or as TENANTS IN COMMON are:

Names: Addresses:

6. The full names and full addresses of the predecessors in interest of the undersigned if the property was transferred subsequent to the commencement of the work of improvement herein referred to:

Names: Addresses:

7. All work of improvement on the property hereinafter described was COMPLETED April 8, 2022

8. The work of improvement
completed is described as
follows:

The project includes, but is not limited to: Demolition of existing improvements, clearing and grubbing, sawcutting, pulverization of existing A.C. pavement, grading base material, installation of curb and gutter, sidewalk, curb ramps, alley approaches, driveway approaches, valley gutter, median island, park island, A.C. pavement, aggregate base, storm drain manholes, storm drain inlets, storm drain piping, electrical conduit, electrical pull boxes, traffic striping, pavement markings, traffic signage, existing utility lid adjustment, landscaping hardscape, and construction surveying.

9. The NAME OF THE ORIGINAL CONTRACTOR, if any, for such work of improvement is A.J.Excavation, Inc.

10. The street address of said property is Sunset Street – Polk Street to Van Ness Avenue in the City of Coalinga

11. The property on which said work of improvement was completed is in the City of Coalinga County of Fresno , State of California, and is described as follows:

Sunset Street Rehabilitation Project
Date: Signature of Owner
Or Agent of Owner
Daniel E. Jauregui, City Engineer Representative
Verification for INDIVIDUAL owner:

I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the owner of the aforesaid interest or estate in the property described in the above notice; that I have read said notice, that I know and understand the contents thereof, and that the facts stated therein are true and correct.

Fresno, CA
Date and Place
Verification for NON-INDIVIDUAL owner City of Coalinga :

I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the Contract City Engineer of the aforesaid interest or estate in the property described in the above notice; that I have read the said notice, that I know and understand the contents thereof, and that the facts stated therein are true and correct.

Fresno, CA
Date and Place Daniel E. Jauregui, City Engineer Representative

STAFF REPORT - CITY COUNCIL/SUCCESSOR AGENCY/PUBLIC FINANCE

AUTHORITY
Subject: Notice of Completion for Sidewalk Gap Closure & Pedestrian Improvement Project (ATP 3) Project No. 2759
Meeting Date: June 16, 2022
From: Marissa Trejo, City Manager
Prepared by: Sean Brewer, Assistant City Manager
I. RECOMMENDATION:

It is recommended that the Coalinga City Council:

Accept the project as complete.

Authorize the City Engineer to file the Notice of Completion for the project with the County Recorder and notify surety to exonerate contract bonds.

Authorize the Finance Department to release the 5% construction retention payment to R.J. Berry, Jr., Inc. 35 days after recordation of the Notice of Completion by the Fresno County RegistrarRecorder’s Office, contingent upon no claims being filed on the project.

II. BACKGROUND:

On June 3, 2021, the City Councilawarded a construction contract to R.J. Berry Jr., Inc. in an amount of $1,634,870.00, with an additionalcontingency of $163,487.00 set aside for any unforeseen incidentals for a totalauthorization amount of $1,798,357.00.

The work to be done under this contract included demolition of existing improvements, clearing and grubbing, sawcutting, pulverization of existing A.C. pavement, grading base material, installation of curb and gutter, sidewalk, curb ramps, alley approaches, driveway approaches, valley gutter, sidewalk drains, A.C. pavement, aggregate base, existing utility lid adjustment, crosswalk striping, traffic signage, and construction surveying. In total, 102 ADA compliant curb ramps, and approximately 10,500 linear feet of sidewalk was constructed.

A notice to Proceed was issued to R.J. Berry Jr., Inc. providing 90 working days to complete construction.

III. DISCUSSION:

The project, which was originally scheduled for completion on November 17, 2021 was ultimately completed on March 21, 2022. A 76-day project suspension to allow other forces to complete necessary preliminary work to Fresno Street, and a 16-day extension due to additional work led to the extended completion date.

The project saw major increases to concrete removaland disposal, sidewalk, curb and gutter, and fence relocation quantities. In addition, the discovery of both an irrigation main along the frontage of Keck Park, and an AT&T telecommunications line along the frontage of Nell Dawson Elementary led to unforeseen relocation costs being added to the project. An increase to the project contingency of 13% to cover these additional project costs was approved at the January 6, 2022 regular City Council Meeting. The finalcontract amount is $1,849,324.06 which includes the $214,454.06 approved by City Council on June 3, 2021.

A final inspection of the project was performed April 6, 2022, which included preparation of a final punch list of items. The punch list items were completed on May 5, 2022. The notice of completion, when filed, begins a time period for which mechanics liens, liens against the contractor, and stop payment notices can be filed against a public construction project. It is a protection for the City during a construction project. Staff is not aware of any issues related to this project.

IV. ALTERNATIVES:

None.

V. FISCAL IMPACT:

The project was fully funded by the Cycle 3 Active Transportation Grant Program (ATP), with supplemented Federal Congestion Mitigation Air Quality (CMAQ) Lifeline Funds and Local Transportation Development Act (TDA) and Measure C Funds. The additional $50,967.06 is expected to be funded through project savings from the Construction Management of this project.

There is no fiscal impact to the General Fund.

ATTACHMENTS:

File Name Description
2759_Notice_of_Completion.docx Notice of Completion - ATP 3 Sidewalk Gaps

RECORDING REQUESTED BY
City of Coalinga
No Fee – Gov’t. Code Sections
6103 and 27383
WHEN RECORDED MAIL TO:

Tri City Engineering Inc.
4630 W. Jennifer Ave., Suite 101
Fresno, CA 93722
SPACE ABOVE THIS LINE FOR RECORDER’S USE

NOTICE OF COMPLETION

1. The undersigned is OWNER or agent of the OWNER of the interest or estate stated below in the property hereinafter described.

2. The FULL NAME of the OWNER is City of Coalinga

3. The FULL ADDRESS of the OWNER is 155 W. Durian Ave, Coalinga, CA 93210

4. The NATURE OF THE INTEREST or ESTATE of the undersigned is: In Fee (If other than fee, strike “in fee” and insert, for example, “purchaser under contract of purchase,” or leasee)

5. The FULL NAMES and FULL ADDRESSES of ALL PERSONS, if any, WHO HOLD SUCH INTEREST or ESTATE with the undersigned as JOINT TENANTS or as TENANTS IN COMMON are:

Names: Addresses:

6. The full names and full addresses of the predecessors in interest of the undersigned if the property was transferred subsequent to the commencement of the work of improvement herein referred to:

Names: Addresses:

7. All work of improvement on the property hereinafter described was COMPLETED March 21, 2022

8. The work of improvement
completed is described as
follows:

The work to be done under this contract includes, but is not limited to: Demolition of existing improvements, clearing and grubbing, sawcutting, pulverization of existing A.C. pavement, grading base material, installation of curb and gutter, sidewalk, curb ramps, alley approaches, driveway approaches, valley gutter, sidewalk drains, A.C. pavement, aggregate base, existing utility lid adjustment, crosswalk striping, traffic signage, and construction surveying. Upon project completion, 102 ADA compliant curb ramps, and approximately 10,500 linear feet of sidewalk will have been constructed.

9. The NAME OF THE ORIGINAL CONTRACTOR, if any, for such work of improvement is R.J. Berry Jr., Inc.

10. The street address of said property is Various Locations in the City of Coalinga

11. The property on which said work of improvement was completed is in the City of
Coalinga
County of Fresno , State of California, and is described as follows:

Sidewalk Gap Closure and Pedestrian Improvement Project Date: Signature of Owner
Or Agent of Owner
Daniel E. Jauregui, City Engineer Representative
Verification for INDIVIDUAL owner:

I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the owner of the aforesaid interest or estate in the property described in the above notice; that I have read said notice, that I know and understand the contents thereof, and that the facts stated therein are true and correct.

Fresno, CA
Date and Place
Verification for NON-INDIVIDUAL owner City of Coalinga :

I, the undersigned, declare under penalty of perjury under the laws of the State of California that I am the Contract City Engineer of the aforesaid interest or estate in the property described in the above notice; that I have read the said notice, that I know and understand the contents thereof, and that the facts stated therein are true and correct.

Fresno, CA
Date and Place Daniel E. Jauregui, City Engineer Representative

STAFF REPORT - CITY COUNCIL/SUCCESSOR AGENCY/PUBLIC FINANCE

AUTHORITY
Subject: Direct City Manager to Coordinate a Public Workshop with Coalinga-Huron Unified School District to discuss how the City can Help Ensure Safety of Schools Meeting Date: Thursday, June 16, 2022
From: Marissa Trejo, City Manager
Prepared by: Marissa Trejo, City Manager
I. RECOMMENDATION:

This item was requested as a Future Agenda Item by Mayor Pro Tem Singleton.

II. BACKGROUND:

III. DISCUSSION:

Mayor Pro Tem Singleton would like an opportunity for the Council to hear from the community and Coalinga-Huron Unified School District Superintendent, staff and/or Board Members on how the City can help ensure the safety of the schools in Coalinga.

Faith Christian Academy would also be invited to participate.

IV. ALTERNATIVES:

Do not direct City Manager to coordinate a workshop.

V. FISCAL IMPACT:

None.

ATTACHMENTS:

File Name Description
NoAttachments Available

STAFF REPORT - CITY COUNCIL/SUCCESSOR AGENCY/PUBLIC FINANCE

AUTHORITY
Subject: Authorize Assistant City Manager to Execute a Professional Services Agreement with AM Consulting Engineers to Prepare a Project Feasibility Report and Associated Environmental Documents, Fiscal Sustainability Plan and California Safe Drinking Water Grant Construction Application Related to the Wastewater Collection and Treatment Facilities
Meeting Date: June 16, 2022
From: Marissa Trejo, City Manager
Prepared by: Sean Brewer, Assistant City Manager
I. RECOMMENDATION:

Staff is requesting CouncilAuthorization for the Assistant City Manager to Execute a Professional Services Agreement with AM Consulting Engineers to Prepare a Project Feasibility Report and Associated Environmental Documents, Fiscal Sustainability Plan and California Safe Drinking Water Grant Construction Application Related to the Wastewater Collection and Treatment Facilities Improvements.

II. BACKGROUND:

The Federal Clean Water Act established the Clean Water State Revolving Fund (CWSRF) program to finance the protection and improvement of water quality. The CWSRF program has protected and promoted the health, safety, and welfare of Californians since 1989. Many of the projects funded by the CWSRF program address wastewater discharge violations or enforcement orders issued by the Regional Water Boards. Every project is directly related to protecting or improving public health, water quality, or both.

The City of Coalinga owns and operates a citywide sewer collection system and wastewater treatment plant (WWTP). The overallcondition of the sewer collection system is unknown, and older areas of the system are believed to be in poor condition and in need of substantial repairs. The City’s maintenance staff regularly respond to problems with the collection system as back-ups and overflows/spills.

The City was awarded the CWSRF Planning Grant to conduct a condition assessment of the sewer collection system and WWTP in the amount of $500,000.00.

III. DISCUSSION:

The City of Coalinga has been working with AM Consulting Engineers on the grant development and project development. This professional services agreement will include a feasibility study that will look at various system needs based on a CCTV inspection of the whole collection system (by others paid by grant) including tertiary treatment, facility improvements, replacement of sewer lines based on inspection results, pumping station condition and any capacity issues.

IV. ALTERNATIVES:

None.

V. FISCAL IMPACT:

The totalcost of the scope of work with AM Consulting Engineers is not to exceed $300,000.00. This willall be paid by the CSDW Grant award.

ATTACHMENTS:

File Name Description
Professional_Services_Agreement_Signed_by_AM_Consulting.pdf Professional Services Agreement Exhibit_A.pdf Exhibit A