Agenda packet — Foster City City Council, September 3, 2024 (part 2 of 2)

Expiration Date: 2024-10-10
Inspected By: Alexis England
IA No.: 133
Phone: 213-310-4225
RSP #: 405
File: Material Category 500
Laboratory: Apex Testing Laboratories
Address: 1790 Yosemite Avenue San Francisco
CA, 94124
Lab QC Mgr.: Abdel-Kader Khelifa
E-mail: [email protected]
Telephone: 415-550-9800
Fax #.: 415-550-9880
A certified Independent Assurance (IA) visited this
laboratory on 2023-10-10
Only the equipment to be used on Caltrans Construction
projects and/or local construction projects on the
National Highway System was checked for qualification.

At the time of Caltrans Accreditation, this laboratory had all necessary equipment to perform the test methods
indicated below.

Testing personnel shall be Caltrans Qualified and
possess a current Caltrans Certification Form TL-0111
or AASHTO Proficiency Form TL-0115 prior to
performing any sampling or testing.

AASHTO R47 AASHTO T329 CT 105 CT 106 CT 125 AGG
CT 125 AGG CT 125 BIT CT 125 GEN CT 125 HMA CT 125 HMA
CT 201 CT 202 CT 205 CT 216 CT 217
CT 226 CT 229 CT 231 CT 308 CT 309
CT 375 CT 382 CT 504 CT 518 CT 521
CT 533 CT 539 CT 540 CT 543 CT 556
CT 557
A visual check was performed and documents provided as necessary for the following items:
/uni2713Facility Safety Manual /uni2713Copies of current applicable test procedures /uni2713Laboratory Procedures Manual /uni2713Calibration and service documentation /uni2713Laboratory Quality Control Manual /uni2713Calibration stickers affixed to test equipment /uni2713Proper test equipment (dated within the 12 months) On 2023-10-10 , this laboratory was Caltrans Qualified by:

Alexis England
(Printed name of IA person) (Signature of IA person)

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Relevant Project Experience
Location:
17490 Monterey Rd,
Morgan Hill, CA
Duration:

June 2023 - Present

Construction Value:
$15M
Owner:

Leal Vineyards and Estates
Clients:

Kent Construction
Gref Filice
Project Manager
T: (408) 210 - 5227
E: [email protected]
Granada Hotel
Morgan Hill
The Granada Hotel in Morgan Hill is a part of a project to revitalize the down- town area in Morgan Hill. This project will consist of 73 hotel rooms, packaged in an international award-winning firm’s design, KTGY Architecture + Planning.

The new, mixed-use destination hotel and spa will feature many ammenities such as a market hall, resturaunt, vintage wine bar, flower shop, banquet hall, spa facilities, fitness center, pool and a valet service.

Scope of work:
• Concrete and Grout Placement, • Concrete Coring
Sampling and Testing • Mix Design Reviews
• Shotcrete Sampling • Grading Nozzlemen
• PT Stressing Cables

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Duration:

March 2015 - 2021

Construction Value:

Apex was awarded a five year term
contract that valued $800,000
Owner:

San Francisco Department of Public
Works (SPDPW)
30 Van Ness Ave. 5th Floor
San Francisco, CA 94102
Contact: William Ng
Phone: (415) 558-4594
Email: [email protected]
Clients:

Glen Park Recreation Center
Renovation (3209V)
Client Information:

John O’Sullivan
Project Manager
T: (415) 203-2758
Email: [email protected]
San Francisco Department of Public Works
On-Call General Engineering Services
As-Needed Special Inspection and Testing Services 2013 included, in general, the full range of special testing and inspection in accordance with the San Francisco Building Code. Such services include, but are not limited to, inspection and testing of: concrete placement and sampling, specialty bolts installation, special moment, reinforcing steel and pre-stressing tendons, structural welding, structural masonry, reinforced gypsum concrete, insulating concrete fill, sprayed-onfire proofing, pilings, dilled piers, caissons, shotcrete, smoke-control system, demolition, exterior facing, sh ear walls, holdowns, crane safety, corrosion, electrical, dry-rot, and other tests and inspections. Services will also include underwater inspections or dive inspections, Code and Plan review, and Office of Statewide Health Planning and Development (OSHPD) Inspections.

Scope of Work:

Concrete Placement and
Samplying, Specialty bolts
installation, special
moment, reinforcing steel
and pre-stressing tendons,
structural welding, structural
masonry, reinforced gypsum
concrete, insulating concrete
fill, sprayed-on fireproofing,
pilings, dilled piers, caissons,
shotcrete.

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Location:
935 Mountain View Ave.

Mountain View, CA 94040
Duration:

January 2017 - 2019

Construction Value:
$30M
Owner:

Santa Clara Valley Water District
Client information:

Kiewit Infrastructure West Co.

Paul Barr
QC Manager
T: (707) 439 - 7300
E: [email protected]
Permanente Creek Flood Protection
McKelvey Park Detention Basin
This project involved the construction of a new 0.7 acre mini park facility with playgrounds and other features, constructed with inlets and outlets to allow water to flow into, and exit the fields. This project involves architecturally reat- ed retaining wall around the lowered fields, and a basin to collect peak storm flows from Hale and Permanente creeks during a 50-year flood event or larger.

Some other work involved was replacement planting and landscaping.

Scope of work:
• Quality Assurance • Quality Control
• AC Sampling • Concrete Sampling
• Concrete Testing • AC Testing
• Soil Compaction • Reinforcing Steel
• Shotcrete

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SFO Terminal 1 Redevelopment Program
The Harvey B. Milk Terminal
SFO has redeveloped Terminal 1 - The Harvey B. Milk Terminal (T1), one of its oldest terminals, to meet the needs of modern travelers and revolutionize the guest experience. T1 was built in the early 1960s and over time has become less able to accomodate the millions of passengers that it handles each year.

This project was completed in 2022, elevating SFO’s standard of providing a world-class, environmentally friendly travel experience and has recieved the Leadership in Energy and Environmental Design (LEED) Platinum Certification.

Scope of work:
• Concrete and Grout Placement,
Sampling and Testing
• Soil and Asphalt Compaction
• AC Compaction
• Reinforcing Steel
• Rebar Sampling
• Field Welding
•Waterproofing Inspections
• Epoxy Observation
• Schmidt Hammer Testing
• Soil Lab Testing
• Coring Investigation
• High Strength bolting
• Torque and Pull Out Testing
Duration:

July 2015 - 2021

Construction Value:
$2.4B
Owner:

SFO - San Francisco International
Airport
Certifications:

LEED Platinum
Certified
Clients:

T1C Design Builder: Hensel Phelps /
Gensler / Kuth Ranieri
T1C Construction Manager: AECOM
& Cooper Pugeda Managment
Client Information:

T1C Construction Manager, PMSS
Andrew Miller
T:(415) 264 - 9825
E: [email protected]

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Location:
11 Innes Court
San Francisco, CA 94124
Duration:

December 2023 - 2025

Construction Value:
$20M
Owner:

Mercy Housing
Clients:

Nibi Brothers
Spencer Sayles, Project Manager
T: (650) 288-8391
E: [email protected]
Client Information:

Regent Construction Managment
Chris Rivera, Principle
T: (415) 874-9904
E: [email protected]
11 Innes Court Apartments
This project is pursuing the Green Point Rating Certification within its pre- liminary projects score of 153 or Platinum Certification Level. With Type V wood-framed construction over a Type I concrete parking podium. Proposed elements include:
• One Family Childcare Unit
• Community F: Community Room, Fitness Room, Managment Offices, Steam Room, Community Garden , outdoor BBQ area, and laundry facitilies Scope of work:
• Soil Compaction
• Grout Compression
• Fiber Reinforced Polymer Testing
• Structural Steel Welding
• Anchor & Dowell Installation
Floor Plans:
• 1 Bedroom - 19 Total: 73
• 3 Bedroom - 22 Parking: 43
• 5 Bedroom - 1 Bicycle: 70
• 1 Bedroom - 26
• 4 Bedroom - 2

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Location:
1280 Johnson Ave
San Jose, CA 95129
Duration:

January 2017 - 2018

Construction Value:
$7M
Owner:

Fremont Unified School District
Clients:

Blach Construction Company
Mike Shannon, Architect, LEED AP
Senior Project Manager
T: (408) 869 - 8369
E: [email protected]
DSA Client:

Inspector of Record
Dan Lacy
T: (925) 487 - 5515
E: [email protected]
Fremont Unified School District
Lynbrook High School Field House
Addition & Restroom Building Remodel
DSA File Number: 43-H2
DSA Application Number: 01-115976
The Lynbrook High School Field House Addition and Restroom Remodel project is a new Fitness Center / Weight Room, Dance Studio, and PE Class- room. This multi-story building is placed behind the current Field House and across from Stober Field and the Lynbrook Viking Stadium.

Scope of work:
• Concrete and Grout Placement, • Rebar Sampling
Sampling and Testing • Shop and Field Welding
• Epoxy Observation • Anchor Bolts
• Batch Plant Inspection • Masonry Inspection
• Reinforcing Steel • Material ID

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Fees

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Resumes of Proposed Personnel
Project Manager
Abdel Khelifa, with a distinguished career spanning over three decades, will serve as the Project Manager for your project. His expertise is broad, having over 30 years of professional experience, covering a range of disciplines from civil, geotechnical, spe-cial inspections, and materials testing. Mr. Khelifa is not only adept in project engineering and management, but also possesses substantial knowledge of technical, financial, and legal aspects including contract negotiations.

His professional experience is built of extensive office and field experience in the con-struction inspection of high-rise buildings, highways, bridges, and water works. With a commitment to quality, Mr. Khelifa excels in supervising soil sampling and grading, and conducting compaction.

Mr. Khelifa is a proud alumnus of Northeastern University in Boston, MA, where he earned his Master of Science in Civil Engineering. He holds a Professional Engineer (P .E) license in the state of California, with the civil Engineering License Number C057368. His extensive experience and professional qualifications make him a invaluable asset to your project, ensuring both technical excellence and client satisfaction.

Dispatcher and Project Engineer
Abdulsalam Alrifai will be assigned to your project as Dispatcher to manage and oversee the technical staff and to ensure client satisfaction throughout the project. Mr. Alrifai has over twenty (20) years of experience in the construction industry honing his skills in project management, personal relations, contract administration, billing, and documentation matters.

Lead Inspector
We propose Dr. Weimin Jiang as the proposed lead inspector for this project. Jiang brings a rich academic background, having earned his Ph.D. in Material Science from Pennsylvania State University. With over two decades of professional experience in the realms of civil and geotechnical engineering, inspection, and materials testing, his expertise is both broad and deep.

Dr. Jiang has amassed extensive field experience in special inspections of diverse structure types. His technical skills are extensive and he holds certifications in all critical areas of concrete, structural steel welding, and soils, reflecting his comprehensive knowledge and commitment to excellence in his field. Additionally, his qualifications are further solidi- fied by his OSHPD Class A and DSA certifications, portraying his readiness to contribute thot his projects success with his expertise.

Structural Masonry Inspector and Other Special Inspectors We also propose one of the few and most qualified Masonry inspectors in the Bay Area, Juanita Barron. Apex currently employs more than 20 inspectors that are certified in various disciplines including concrete, soil, reinforcing steel, welding etc. They are ACI, ICC, CALTRANS, DSA and CWI certified therefore Apex has the qualifications and more than sufficient inspectors to work on a project of this size.

Project/Construction Inspectors
Apex has about 25-30 field inspectors and 5 laboratory personnel that are fully trained to provide testing and observation services during the construction stage of your project. Apex expertise includes welding inspections, concrete inspections, and soil/asphalt inspections. In addition we offer floor flatness and floor levelness testing and other various construction related testing and inspections.

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Education:

M.S. Civil Engineering Northeastern
University, Boston, MA

Professional Licensure:

CA Civil Engineering License (P .E.)
C057368
Certifications:
• ICBO - International Conference
of Building Officials: Reinforced
Concrete, Structural Masonry,
Pre-stressed concrete, Structural
Steel Welding
• Ultrasound Testing Level II
• Magnetic Particle Testing Level II
• CALTRANS Certificate of
Proficiency in Material Testing
• ACI Concrete Field Technician -
Grade I
• Pacific Nuclear Technology Co.

Moisture Density Gauge
• FEMA Housing Inspection
Certificate

ABDEL KHELIFA

PRESIDENT / CEO / PROJECT DIRECTOR
As President, Mr. Khelifa has developed and instituted a superior level of client service. This involves on-time service, professional ethics, and anticipation of the client’s needs, sometimes before the client realizes their needs. Fifteen years of professional experience including civil, ge- otechnical, special inspection and material testing. Project engineering and management. Technical, financial, and legal experience, including contract negotiations. Extensive office and field experience in construc- tion inspection of high rise buildings, highways and bridges. Planning and bid document review, change orders, preparing cost estimates, checking shoring, false work and field work progress, and laboratory correspon- dence test reports. Supervising soil sampling and grading, compaction tests in field and laboratory, pile driving and pier drilling, field testing and inspection of concrete, post-tensioned concrete, asphalt concrete, aggregate base and sub grade soils. Quality control and supervision of inspection of structural steel welding and painting.

Apex Teseting Laboratories, Inc. San Francisco, CA
1997 - Present: President and Project Manager
Quality control division manager. Worked and supervised field and lab engi- neering technicians. Inspected rebar and concrete pour placement, metal deck and welded studs, and high strength bolting. Conducted concrete slump, air, and compression strength tests. Inspection of field work progress and participated in solving field problems. Supervised laboratory testing of concrete, asphalt and soil according to AASHTO, ASTM, and CALTRANS methods.

Project Experience:
• City College of San Francisco– Various Projects San Francisco International Airport • San Francisco BART-SFO Extension
• San Francisco Pacific Bell Ball Park
• San Francisco San Francisco Housing Authority Mission Bay High-rise Building, • San Francisco Housewives Market
• Oakland City of San Francisco Seismic Retrofit Projects • City of BurlingameAsphalt Pavement
• City of Brisbane Asphalt Pavement
• City of Foster City Asphalt Pavement
• CALTRANS Freeway I-80 Widening
• CALTRANS Patton Street Seismic Retrofit

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Education:

M.B.A. Project Managment
Walden University, 2012
Civil Engineering/Construction
Managment
University of California, Berkeley
1992
Ph.D. Civil Engineering
Univeristy of Architecture and Civil
Engineering, Sofia, Bulgaria, 1991
Professional Diploma
University of Architecture and Civil
Engineering, Sofia, Bulgaria, 1987
M.S. Structural Engineering
University of Architecture and Civil
Engineering, Sofia, Bulgaria, 1985
Certifications:
• ACI & Nuclear Gauge Certification
• General Contractor & General
Engineering License A&B

• Construction Quality Managment
for Contractors Certificate,
U.S. Army Corps of Engineers

ABDULSALAM ALRIFAI

SENIOR OPERATIONS MANAGER
Abdul posesses an effective combination of expereince in on-site managment, scheduling, construction cost estimating, architectural pro- gramming and business writing. With over twenty yearas of experience as a Senior Project Manager, Abdul is easily able to develop and implement new procedures, procure industiries best organization, and interact easily with a variety of personalities and backgrounds.

Apex Teseting Laboratories, Inc. San Francisco, CA
2011 - Present
•Prepare project schedule on primaver P6 with WBS, activities and milestones • Run Primavera Project planner reports and analysis
• Analyze and mitigate schedules for impacts
• Prepare Critical Path Method (CPM) schedules as required • Perform cost to complete projections and earned value • Support the project team in the development of Project Change Notices. • Create project plans by identifying tasks to be performed, necessary requirements, deliverables and milestones.
• Demonstrated skill in defining project scopes, details, devising and presenting alternative methods of standardized analysis for solving problems. • Manage data and information collection and research.
• Analyze, compare and forecast status against established baseline schedule A & A Consulting Engineers, Oakland CA
2005 - 2010: Senior Project Manager
• Project manager of multi-million dollar projects
• Contract administration of subcontractors
• Weekly meetings
ABS Consulting, Oakland, CA
2004 - 2005: Senior Project Manager
• Coordinating designs and Plan checking
• Supervising multiple projects
• Helping project manager of design division in Oakland • Attending weekly meetings and visit to on-going projects

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Education:

P .h.D. Material Science
Pennsylvania State University
B.S. Chemical Engineering
Nanjing University of Chemical
Technology, China
Certifications:
• ICBO/ICC Reinforced Concrete,
Structural Masonry, Pre-Tensions
Concrete, Structural Steel
Welding, Fireproofing
• AWS Certified Welding Inspector
• DSA Masonry Cert. No. 3914
• DSA Shotcrete Cert. No. 4616
• DSA Class 2 Inspector Cer. No.
5045
• OSHPD Class A Inspector No.

A-20450
• ACI Concrete Lab Testing Grade
I & II
•ACI Concrete Strength Testing
• Pacific Nuclear Technology Co.

Moisture Density Gauge
• CALTRANS Certificate of
Proficiency in Materials Testing
WEIMIN JIANG, Ph.D.

LABORATORY MANAGER
Dr. Jiang has over 20 years of professional experience having amassed extensive field experience in special inspections of diverse structure types. His technical skills are extensive and include, conducting soil sampling and grading, performing compac- tion tests both in-field and in the laboratory, monitoring pile driving and pier drilling operations, and overseeing field testing and quality control inspections of concrete, asphalt concrete, aggregate base, and subgrade soils. Dr. Jiang’s inspection capabilities are also encompassed in concrete, post-tensioned concrete, structural steel welding, and fire-proofing measures, ensuring all aspects of construction meet the highest standards of safety and quality. He is also OSHPD Class A, DSA Class 2, DSA Masonry, and DSA Shot- crete certifications.

Apex Teseting Laboratories, Inc. San Francisco, CA
1998 - Present
• Supervision of soils, concrete, asphalt, and other materials testing. • Oversees daily operations and laboratory staff.
• Prepare reports for clients
• Maintain quality control following ATSm, ACI, and CALTRANS test methods.

Ph.D candidate in Materials of intercollege graduate porgram of Pennsylvania State university supported Science Foundation 1992 - 1997: Research Assistant
• Conducted R&D in a research laboratory focusing on material science. • Publishd 29 papers and 11 internal reports as the first author or co-author. • Proposed new Lunar Cement making approach for NASA’s moon missions. • Initiated research on asphalt and bitumen concentrate for superhighway • Provided technical support, configurations, and troubleshooting for NDT Constuction Testing.
• Developed construction system application for monitoring quality control activity Dissertaion Enhancement Activity Paris, France-London, UK 1996: Research Assistant
•Conducted polymer failure analysis and degradation mechanism research under Professor M. Moranville E.N.S. de CACHAN/C.N.R.S./UNIVERSITE DE PARIS.

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Education:

Bachelors of Science with
Honors in Civil Engineering
University of Rwanda, College of
Science and Technology 2016
Certifications:
• ACI Aggregate Base Testing
•ACI Concrete Strength Testing
• Pacific Nuclear Technology Co.

Soils Nuclear Gauge
• CALTRANS CT 125 AGG, BIT, GEN,
HMA, CT 308, CT 309
Project Experience:
• SFO PMSS Terminal 3 West
Modernization Project
•SFO T1C Rennovations Project
• SFPUC WW-628 SEP Headwork
Project
• SFPUC North Shore Pump Station
Wet Weather Improvements
• SFPUC Water Service Line
Replacement Project
• SFPUC WD-2717 College Hill
Reservoir Outlet Structure Pipeline
• Hunter’s Point Shipyard Block 56

FAIDA SEBUHORO

LABORATORY SUPERVISOR
Apex Teseting Laboratories, Inc. San Francisco, CA
03/23 - Present
• Coordinated and managed activities of construction or geotechnical materials. • Tested materials such as soils, aggregates, concrete, and asphalt. • Ensures that laboraory personnel are properly trained, supervised, and equipped with the necessary tools and equipment.
• Maintain quality control following ATSM, ACI, and CALTRANS test methods.

Construction of New Bugesera Internaional Airport, Mota Engil Africa 03/22 - 02/22: Lead Quality Technician
• Ensured that the Quality Management System was managed and maintained. • Designed and supervised the Quality Management System implementation. • Ensured that the necessary human and material resources were available to en- able effective operation & control of the processes of Quality Management Systems. • Established an internal audit program and informed the Quality Manager and Labo- ratory Manager of audit outcomes.

Faida is an experienced laboratory supervisor with extensive knowledge of various ASTM AND CTM test methods. Certified by various agencies such as AASHTO and CALTRANS. Respon- sible for coordinating and managing the activities of Construc- tion or Geotechnical materials laboratory (testing includes materials such as soils, aggregates, concrete, and asphalt).

Ensures that laboratory personnel are properly trained, super- vised, and equipped with the necessary tools and equipment to ensure their personal safety in the laboratory.

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Education:

Larson Inspection Training
Norco, CA
Certifications:
• ACI Concrete Field Testing - Grade I
• ICC Reinforced Concrete
• ICC Structural Masonry
• ICC Sprayed Fireproofing
• ICC Liquid Penetrant
• CBC Title 24 DSA Architect Masonry
Project Experience:
• Deer Valley HS Solar (DSA)
• El Cerrito HS Stadium (DSA)
• Claremont HS Stadium (DSA)
• Howard Elementary (DSA)
• Rancho Mirage HS )DSA
• MLK Hospital (OSHPD)
• Sutro Tower
• Oregon Zoo
• Fedex Ground Facility
• Goodwill Stores
• Tri-Met’s Light Rail and Ruby
Junction Station
• Kaiser Hspitals Portland
• City of Portland Projects
• Clearn Water Services Hillsboro
•Tillamook Factory Expansion

JUANITA (NITA) BARRON

LEAD INSPECTOR
Mrs. Barron has broad and ample experiences within special inspections and materials testing. with over 10 years of experience, her inspection experience comes as follows: reinforced concrete, DSA structural ma- sonry, proprietary anchors regarding mechanical and chemical anchors, dowels, sprayed fire resistive materials, higstrength bolting, fabrica- tion regarding structural steel/anchor bolts, reinforcing steel sampling, throughout California, Oregon, and Washington States. Mrs. Barron has been in positions of leadership throughout her career on numerous high profile projects, with ample experience working directly with Inspector of Records, ensuring the standards of Apex as a representitive of our work.

Apex Teseting Laboratories, Inc. San Francisco, CA
2018 - Present: Special Inspector
• Reinforced concrete, DSA structural masonry, proprietary anchors regarding me- chanical and chemical anchors.dowels, sprayed fire resistive materials, higstrength bolting, fabrication regarding structural steel/anchor bolts, and reinforcing steel sampling.

RMA Group, Sacramento, CA
2017 - 2018: Special Inspector
Consolidated Engineering Laboratories, San Ramon, CA
2014 - 2016: Special Inspector
Professional Service Industries, Portland, OR
2011 - 2013: Special Inspector
Angstadt Inspections, Murietta, CA
2010 - 2011: Special Inspector

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Education:

Diploma of Chemical Engineering
Okotie-Eboh Grammar School, Nigeria
University of Benin
Certifications:
• ACI Concrete Field Testing - Grade I
• ICC Reinforced Concrete
• ICC Structural Masonry
• ICC Structural Steel and Bolting
• ICC Structural Steel Welding
• Commercial Mechanical Inspector
• UT Level 11
• AWS Certified Welding Inspector

ANTHONY OMONIGHO

SPECIAL INSPECTOR
Mrs. Barron has broad and ample experiences within special inspections and materials testing. with over 10 years of experience, her inspection ex- perience comes as follows: reinforced concrete, DSA structural masonry, proprietary anchors regarding mechanical and chemical anchors.dowels, sprayed fire resistive materials, higstrength bolting, fabrication regarding structural steel/anchor bolts, reinforcing steel sampling, throughout Cali- fornia, Oregon, and Washington States. Mrs. Barron has been in positions of leadership throughout her career on numerous high profil projects, ensuring the standards of Apex as a representitive of our work.

Apex Teseting Laboratories, Inc. San Francisco, CA
2021 - Present
• Reinforced concrete, DSA structural masonry, proprietary anchors regarding me- chanical and chemical anchors.dowels, sprayed fire resistive materials, higstrength bolting, fabrication regarding structural steel/anchor bolts, and reinforcing steel sampling.

Twin Peaks Inc. - Long Island City, NY
2014 - 2020: Special Inspector
• Commercial Mechanical Inspector
- Examinated mechanical units of commercial appliances and component to ensure proper quality and adherance to safety standards - Involved work including but not limited to Duct Work installation, fire and smoke damper, hydronic system tests, HVAC installation, etc.
• Commercial Energy Inspector
- Performed progress inspections in accordance with the New York City Building Deparment as per TR-8 and IBC of commercial energy inspection for appliances and components to ensure proper quality and adherence to safestandards. • Certified Welding Inspector (CWI)
- Review Welder Qualifications and performed structual steel inspections - Inspections included; welding inspection, fitting prior to welding, inspection of joint configurations, and all visual welding WPS precedures and details • Structural Steel Detail Inspector
-Performed an inspection of the steel fram to verify compliance with the details shown on the approved construction documents such as bracing, stiffening, etc. • Structural Steel High-Strength Bolting Inspector
- Performed visual bolting inspections and determined requirements for bolts, nuts, washers, paint, bolted parts, joings and instalation in such a way that standards are met per the approved construction documents

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Education:

Master of Business Administration
Keller Graduate School of Managment,
2013. San Diego, CA.

Bachelor of Accounting and
Finance
2209 Damascus University, Syria
Strategic Partnership Program
Clark Construction 2015
Construction Quality Managment
Army Corp of Engineers, 2015
Certifications:
• ACI Concrete Field Testing - Grade I
• Nuclear Gauge Operation - 2015
Pacific Nuclear Technology Co.
• ICC Reinforced Concrete
• ICC Pre-stressed Concrete
• ICC High-Strength Bolting

HATEM ALRIFAI

SPECIAL INSPECTOR
Abdul posesses an effective combination of expereince in on-site managment, scheduling, construction cost estimating, architectural pro- gramming and business writing. With over twenty yearas of experience as a Senior Project Manager, Abdul is easily able to develop and implement new procedures, procure industiries best organization, and interact easily with a variety of personalities and backgrounds.

Experience:
• 06/15 - Present: Staff Engineer
Apex Teseting Laboratories, Inc. San Francisco, CA
• Responsible for performing various inspections out in the field such as, but not limited to, soil compaction, densiy testing, torque testing, rebar pull testing, concrete sampling, etc.
• Responsible for recording results and comparing to specifications and reporting them to main office
Project Experience:
• SFMTA Radio System Replacement
• East Bay Municipal Water District
• San Francisco Public Utilities Commission
• San Francisco International Airport
• East Contra Costa Bart Extension Project
• Glen Park Recreation Center
• Fremont School Pictures

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Education:

A.S. Non Destructive Testing/
Metllurgy
Contra Costa College 1983-1987
San Pablo, CA
A.S. Non Destructive Testing
Spartan College of Aeronautics and
Technology
Tulsa Oklahoma, 198101982
Certifications:
• CWI No.04041651 (Tested per D1.1)
• Level II Ultrasonic Test (UT)
• Level II Magnetic Particle Test (MT)
• Level II Liquid Penetrant (PT)
• Level II Radiograpic Test (RT)
• Level II Electromagnetic Test (ET)
Languages:
• Spanish Bilingual
ROBERT C. MORALES

SPECIAL INSPECTOR
Robert posesses an extensive background and work history in on-site Inspections for a vast resume of projects and disciplines. With over 15 years of experience as a Special Inspeector with Apex Labs, Robert has taken on the likes of projects such as SFO AirTrain Extension, New Grand Hyatt hotel, and NASA Ames Research Center on N-240 Seismic Risk Reduction.

Experience:
• 06/11 - Present: Special Inspector
Apex Teseting Laboratories, Inc. San Francisco, CA
• Responsible for performing various inspections out in the field such as, but not limited to, soil compaction, densiy testing, torque testing, rebar pull testing, concrete sampling, etc.
• 06/11 - Present: Senior QA/QC Engineer
Apex Teseting Laboratories, Inc. San Francisco, CA
• Supervised and lead QA/QC standards on the likes of projects such as: New Santa Rosa Charles M Shulz, Sonoma County Airport Expansion, New San Jose Fire De- partment Training Center, New Google Superstrucute, and more. • 01/04 - Present: Senior Welding Inspector
Critical Weld Inspections, Inc. Benicia, CA
• Worked with Critical Weld Inspections when availability is higher to inspect weld- ing for projects up to CALTRANS CWI @ NDT level II Standards.

Project Experience:
• SFO Boarding Area East
• SFO Mel Leong
• SFO Tower
• SFIA Airtrain Program
• Penninsula Pipelines
• BART Extension
• JFK Towers
• Peninsula Pipelines
• UCSF Minnesota Street
• Transbay Bus Ramps
• Scandia Elementry
• Travis Military Base
• SFMTA Munincipal T-Line Chinatown Extension
• SF General Hospital
• New SFO Grand Hyatt Hotel
• SFO Airtrain Rail & Platform
• SFO Long Term Parking Garage 2
• New SFO Club
• SFPUC Sterngrove
• SFPUC Transmission upgreade and Pump Station

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34 Foster City
Recreation Center RFQ
April 2024
Education:

Certifications:
• ACI Concrete Field Testing - Grade I
• TROXLER Nuclear Gauge
• ICC Masonry
• ICC Reinforced Concrete
• ICC Steel and Welding

MILTON KAMARAH

SPECIAL INSPECTOR
Mr. Kamarah is an engineering technician with over ten years of working experience in materials testing and inspecting. He has experience testing on commercial, residential, and public works sites.

Experience:
• 12/16 - Present: Special Inspector
Apex Teseting Laboratories, Inc. San Francisco, CA
• Responsible for performing various inspections out in the field such as, but not limited to, soil compaction, densiy testing, torque testing, rebar pull testing, concrete sampling, etc.
• Responsible for recording results and comparing to specifications and reporting them to main office.
• 05/07 - 10/12: Engineering Technician
Sierra Testing Lab, Inc. Dogtown, CA
• Reponsible for tasks such as construction inspection, materials testing, reding and interpreting plan specifications, and picking up materials samples. • 10/06 - 05/07: Engineering Technician
Apex Teseting Laboratories, Inc. San Francisco, CA
• Performed structural concrete sampling and inspection • Performed structural reinforcing steel and weld inspection • Performed pile drilling inspection, coupling installation, • 08/04 - 10/06: Engineering Technician
Matriscope Testing Laboratories, Sacramento, CA
• Conduscted soil and asphalt placement and testing
• Conducted concrete inspection and sampling
• Worked on structual welding inspection and bolting inspection • 03/03 - 08/04: Engineering Technician
Salem Engineering Group, Fresno, CA
• Conduscted soil and asphalt placement and testing
• Conducted grout inspection and testing
• Worked on structual welding inspection and bolting inspection Project Experience:
• San Francisco Veterans Hospital Car
Park
• UC Davis Five Story Parking Lot
• Folsom Dam Bridge
• Sacramento River Levee Repairs
• Feather River Levee Project
• SF 9-story Apartments Project at
mission & 3rd
• The Golden One Arena
• SFO Airport
• GTU Airport
• The Rinconada WTP , Los Gatos

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35 Foster City
Recreation Center RFQ
April 2024
Education:

School or Training
Description Description Description
Certifications:
• ACI Concrete Field Testing -Grade I

• Soils - Nuclear Gauge Certified
• Nuclear Gauge Safety Training

ERICA KOWALCKY

Experience:

• 10/16 - Present: Special Inspector
Apex Teseting Laboratories, Inc. San Francisco, CA
• Facilitated special inspections with a broad application of materials such as; concrete and soil compaction testing, epoxy and torque, epoxy observation, grout expansion, asphaly placmenet, rebar tagging, and sampling.

Project Experience:
• UCSF Minnesota Street
• SFO L2PG2
•AFO Airtrain Program
• SFO Road Project
• SFO Long Term Parking Garage #2
• SFO Taxilines
• Salinas High School]
• Transbay Transit TG12.1
• UCSC Environmental Health
• BART Spur Track
• SFPUC Marin Street Sewer
• Rinconada Water Treatment
• Westfield Valley Theatre
• Mission College
• Fulton SFMTA 1290R1

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7 3
1 DATE: September 3, 2024

TO: Mayor and Members of the City Council
VIA: Stefan Chatwin, City Manager
Marlene Subhashini, Assistant City Manager

FROM: Sofia Mangalam, Community Development Director
Leslie Carmichael, Consulting Planner
Nori Jabba, Housing Coordinator
DEPARTMENT: Community Development
SUBJECT: APPLICATION FOR 2024 LOCAL HOUSING TRUST FUND

PROGRAM NOTICE OF FUNDING AVAILABILITY

RECOMMENDATION
It is recommended that the City Council adopt the attached resolutions:

1. Authorizing application for and receipt of 2024 California Department of Housing and Community Development (HCD) Local Housing Trust Funds (LHTF) and authorize the City Manager or his designee to make amendments to the application as needed, and execute other grant documents, as needed (Attachment 1); and

2. Approving (a) the Foster City LHTF specific underwriting guidelines for the three proposed loan programs; (b) transfer of funds from Commercial Linkage Fee Fund (Fund 137) to LHTF (Fund 145) as matching funds, contingent upon the City being awarded the HCD LHTF funding; and (c) In the event that the grant is not awarded, approve the use of funds from Fund 137 and authorize the City Manager or his designee to make amendments to loan programs as needed, including loan amounts, and others for the implementation of the three (3) Housing Element programs (Attachment 2).

EXECUTIVE SUMMARY

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1 The Housing Element 2023-31 identifies the community’s housing needs, states the community’s goals and objectives for housing production, rehabilitation, preservation, and conservation to meet those needs, and defines the policies and programs that the community will implement to achieve the stated goals and objectives. It includes seven (7) goals, 37 policies, and 106 programs to be implemented over an 8-year period.

Government Code Section 65400 requires each jurisdiction to prepare an APR on the jurisdiction’s status and progress in implementing its housing element. Each jurisdiction’s APR must be submitted to HCD and the Governor’s Office of Planning and Research (OPR) by April 1 of each year (covering the previous calendar year.)

The implementation of the City’s adopted Housing Element programs requires considerable staffing and funding resources. The staff utilizes consulting services and works with many local partners when necessary to expand capacity for the implementation of the Housing Element. From time to time, staff apply for grants and funds at County, Regional, State, and Federal agencies to supplement and/or maximize the use of the City’s existing financial resources.

On July 9, 2024, the HCD issued a Notice of Funding Availability (NOFA) for the 2024 LHTF Program for $53 million in matching grants to established LHTFs. Applications are due by September 17, 2024. 15% of the funds are reserved for new LHTFs. The minimum request from a new LHTF is $500,000; the maximum request is $5 million. LHTF Program requirements include that the funds be used to provide construction loans and/or permanent financing loans to pay for the construction or rehabilitation of affordable rental housing projects, emergency shelters, transitional housing, or affordable homebuyer/homeowner projects. Funding may also be used to assist income-eligible occupants, as well as to construct, convert, rehabilitate, and/or repair Accessory Dwelling Units (ADUs) or Junior Accessory Dwelling Units (JADUs).

Staff would like to seek Council authorization for the application for $4,675,000 and authorize matching funds to be transferred from Fund 137 to Fund 145 upon notification of approval of the application for the implementation of three Housing Element programs, including Multi-Family NOFA Program (H-A-5-e), Accessory Dwelling Unit Loan Program (H-D-4-b), and Low-Income Homeowner Rehabilitation Loan Program (H-B-2-a). Staff is also seeking approval for the Foster City LHTF specific underwriting guidelines for the three (3) proposed loan programs, and upon notification of approval, authorize the transfer of funds from Commercial Linkage Fee Fund (Fund 137) to LHTF (Fund 145) as matching funds. In the event that the grant is not awarded, staff is requesting to approve the use of funds from Fund 137 and authorize the City Manager or his designee to make amendments as needed, including loan amounts, and others for the implementation of the three (3) Housing Element programs.

BACKGROUND
City Local Housing Trust Fund

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1 The 2023-2031 Housing Element includes program H-A-5-c to expand sources of funds for affordable housing programs as follows:

H-A-5-c Expand Sources of Funds for the City Affordable Housing Fund.

Provide the necessary legal framework to be able to accept grants and donations to the City Affordable Housing Fund as a qualified trust fund from County, State, or Federal programs; employers; organizations; and individual donors. Evaluate potential sources of reliable funding for affordable housing programs.

On February 20, 2024, the City Council adopted Resolution 2024-9, creating a new city LHTF eligible to receive funding, including matching grants, from sources such as the HCD LHTF Program. Resolution 2024-9 designates Fund 137 as one of the sources of funding for the City LHTF.

California Local Housing Trust Fund Program (HCD LHTF)

A summary of HCD LHTF program requirements is provided below.

Uses of HCD LHTF Grant. Program funds may be used for construction loans and/or permanent financing loans for affordable rental housing, emergency shelters, permanent supportive housing, transitional housing, and affordable homebuyer/homeowner projects, including ADUs/JADUs.

Administrative Expenses. Administrative expenses may not exceed 5% of Program Funds and Matching Funds.

Income Targeting. A minimum of 30% of Program Funds and Matching Funds, after deducting administrative expenses, shall be expended on assistance to Extremely Low- Income Households (households earning less than 30% of Area Median Income (AMI)).

No more than 20% of the Program Funds and Matching Funds, after deducting administrative expenses, shall be expended on assistance to Moderate-Income Households. The remaining Program Funds and Matching Funds shall be expended on assistance to Lower-Income Households.

Matching Funds Requirements. All Program Funds provided shall be matched on a dollar-for-dollar basis with dedicated sources of funding, such as taxes, fees, or loan repayments, or public or private contributions by the Applicant. Matching Funds shall be deposited prior to the disbursement of Program Funds.

HCD LHTF Application Scoring. HCD LHTF applications are competitive and subject to a scoring system. The scoring includes factors such as:

Non-residential matching funds – more points for using sources other than residential Local Impact Fees or In-Lieu Fees.
Deeper Income Targeting – more points for lower income targeting.

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1 Readiness – points for pipeline projects for which the Applicant has completed a first phase funding process for multifamily rental projects. Increasing the Supply of Lower-Income Rental Housing – more points for units restricted to <60% AMI.
Community Need: more points for having a higher percentage of lower-income households paying more than 50% of their income for housing. Performance: for new applicants – more points to those who have committed 40% or more of local Matching Funds.

Timeline. The application portal is open from August 20, 2024, through September 17, 2024. Awards are scheduled to be announced in December 2024.

ANALYSIS
The City is in the second year of implementation of the Housing Element 2023-31. For 2024, there are a few programs that need significant financial resources and are eligible for HCD LHTF grant as follows:

H-A-5-e: NOFAs for Affordable Housing. Develop a funding program and outline criteria and objectives for affordable housing developers to apply for Notices of Funding Availability (NOFAs) funded by the City’s Affordable Housing Funds.

Timeframe: Biannually beginning in 2024.

HCD LHTF grant application
Below Market Rate (BMR) Multifamily Rental Development Loan Program.

Construction or permanent loans to non-profit or for-profit developers for new multi-family rental construction projects with rent and income restrictions of units at less than 30% of Area Median Income (AMI) and/or or less than 60% of AMI.

The maximum loan amount is $5,557,500. This program uses the Uniform Multifamily Regulations (UMRs) as the loan guidelines, underwriting standards, and procedures for approving and managing loans.

H-D-4-b: ADU/JADU Financial Incentive Program. Provide or partner with another organization to provide a financial incentive program for single-family homeowners to construct an ADU/JADU that is restricted for lower-income households for 10-15 years, with an additional incentive amount for units subject to a preference for identified categories of special needs people who would benefit from coordinated onsite services, including but not limited to people with developmental disabilities.

Timeframe: Implement program by December 2024.

HCD LHTF grant application
Below Market Rate (BMR) Accessory Dwelling Unit Loan Program Construction loans to homeowners to construct new ADUs, either attached or detached, or JADUs. ADUs shall be rent and income-restricted to households earning less than 60% of AMI or 30% of AMI for ten years. The maximum loan

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1 amount is $100,000, and a maximum of one loan per property owner. Interest on the loan would be 3% for ADUs restricted to 60% of AMI or 0% for ADUs restricted to 30% of AMI. The program uses the City’s BMR Accessory Dwelling Unit Loan Program Underwriting Guidelines for approving and managing loans.

H-B-2-a: Lower-Income Homeowner Rehabilitation Loans. The City will provide or partner with a regional program to provide rehabilitation loans, energy improvement such as weatherization or solar, disaster assistance programs, and proactive outreach to lower-income homeowners.

Timeframe: Implement program by December 2024

HCD LHTF grant application
Low Income Homeowner Rehabilitation Loan Program
Loans to low-income homeowners with incomes of less than 60% or less than 30% of AMI to rehabilitate their existing homes. The maximum loan amount is $100,000 and a maximum of one loan per property owner. Interest on the loan would be 3% for owners with incomes of less than 60% of AMI or 0% for owners with incomes of less than 30% of AMI. The program uses the City’s Low Income Homeowner Rehabilitation Loan Program Underwriting Guidelines for approving and managing loans.

It shall be noted that the three (3) programs listed above will be implemented over next six (6) years.

Source of Matching Funds
On August 19, 2024, staff presented a draft of the Housing Element Implementation Roadmap (Roadmap), including recommendations for leveraging the city’s available housing funds by using them as matching funds for county and state housing funding opportunities advertised through NOFAs. In a separate staff report for September 3, 2024, staff is recommending approval of the Roadmap.

Staff has prepared an application for the HCD LHTF grant for $4,675,000 that requires matching funds from the City. The source of matching funds would be Fund 137, with up to $4,675,000 to be transferred to Fund 145 LHTF upon notification of approval of the HCD LHTF Application. As of June 30, 2024, Fund 137 has a balance of approximately $5,405,386, with $110,000 appropriated for the FY 2024-25 budget, leaving an available balance of $5,296,386.

Allocation of Program Funds
Table 1 below shows the allocation of program funds to the three (3) proposed programs. Administrative expenses of up to 5% are included in the amounts shown.

Table 1: Allocation of Program Funds

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1 Program Expenditures Fund 145-LHTF
(Transferred
from Fund 137)
City Matching
Funds

HCD LHTF TOTAL
H-A-5-e BMR Multifamily Rental
Development Loan
Program
$ 2,925,000 $ 2,925,000 $ 5,850,000
H-D-4-b BMR Accessory Dwelling
Unit Loan Program
$ 750,000 $ 750,000 $ 1,500,000
H-B-2-a Low Income Homeowner
Rehabilitation Loan
Program
$ 1,000,000 $ 1,000,000 $ 2,000,000
Total $ 4,675,000 $ 4,675,000 $ 9,350,000
Administrative Costs
The LHTF Program allows up to 5% of program funds and matching funds to be used for administrative costs. Given that the City has only one Housing Coordinator, the staff’s proposal for administering the programs is as follows:
BMR Multifamily Rental Development Loan Program: Work with San Mateo County to be included in the county’s NOFA offerings. Use existing city staff, including City Attorney to prepare and manage loan documents, similar to previous city loans, such as Alma Point.
BMR Accessory Dwelling Unit Loan Program: Issue an RFP for a third-party to administer the program, including reviewing applications and loan documents, ensuring conformance with financing disclosure requirements, addressing affordability restrictions, and conducting ongoing compliance monitoring and reviews. City staff would assist with promoting the program. Low Income Homeowner Rehabilitation Loan Program: Issue an RFP for a third-party to administer the program, including review of applications, loan documents, conformance with financing disclosure requirements, affordability restrictions, and ongoing compliance monitoring and reviews. City staff would assist with promotion of the program.

The administrative cost has been included in Table 1 for three (3) programs.

LHTF Loan Programs Outline
Table 2 below summarizes the proposed guidelines for the three (3) HCD LHTF loan programs.

Table 2: LHTF Loan Programs Summary (see Note 1)

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1 Loan Provisions Program 1
BMR Multifamily
Rental Development
Loans
Program 2
BMR ADU Loans
Program 3
Low Income
Homeowner
Rehabilitation Loans
Purpose of Loans To provide loans to
developers of
affordable multi-family
rental housing for
construction and/or
permanent financing
To provide construction-
permanent financing loans
to single-family
homeowners to build an
ADU or JADU and agree
to rent them to a low or
very low-income
household.

To provide
construction-permanent
financing loans to low-
and very low- income
homeowners to
rehabilitate their
existing owner-
occupied homes
Type of Loan Construction or
permanent

Construction-permanent Construction-
permanent
Maximum Loan
Amount
$5,557,500 $100,000 per property $100,000 per property
Payment Schedule Per CCR Title 25, Div.
1, Subchapter 19,
Section 8300, Uniform
Multifamily
Regulations (UMRs).

No payments due until
expiration of
loan/affordability
agreement or triggering
event (e.g. sale or change
of ownership).

No payments due until
expiration of loan
agreement or triggering
event (e.g. sale or
change of ownership).

Term 55 years 10 years with up to four
five-year renewals for a
maximum term of 30
years.
10 years with up to four
five-year renewals for a
maximum term of 30
years.

Applicant
Requirements
Nonprofit or for-profit
developer that
commits to building
BMR units consistent
with Municipal Code
Chapter 17.90.

Includes construction
of multi-family ADUs.

Owner-occupied Foster
City (FC) single-family or
duplex dwelling
homeowner committed to
building an ADU and
renting it at BMR rates to a
household earning <60%
AMI
Owner-occupied FC
single dwelling unit,
attached or detached,
or duplex homeowner
earning <60% AMI who
needs financing to
rehabilitate their home.

Interest Rate 3%

1.5% for 100%
affordable projects.
0% for rental to <30% of
AMI and 3% for rental to
<60% of AMI.
0% for those earning
<30% of AMI and 3%
for those earning <60%
of AMI.

Program Amount
available for loans
(with LHTF NOFA
Award)
$5,557,500 $1,425,000 $1,900,000
Administration set-
aside amount
$292,500 $75,000 $100,000
Total Program
Funding
$5,850,000 $1,500,000 $2,000,000

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1 Program Oversight

Community
Development
Department (CDD)

CDD CDD
Program
Management
CDD/County of San
Mateo
Third-party Third-party
Additional
Requirements
Maximum of one (1) loan
per homeowner or per
property for the life of the
program; applicant cannot
also apply for a low-
income owner
rehabilitation loan.

Property must be owner-
occupied (in either main
home or ADU/JADU).

Affordability Restriction is
recorded that limits the
rent to households earning
<60% AMI for ten (10)
years and requires annual
income recertification.

Leases must include
Affordability Restriction
Addendum.

Maximum number of
ADUs on the property
must comply with local
and state laws.

Maximum of one loan
per homeowner or per
property for the life of
the program; applicant
cannot also apply for an
ADU loan.

Home must be owner-
occupied.

Prevailing Wage
Requirements
(subject to State Law
and other requirements)
May be required for all
projects. City staff is
currently confirming.

May be required for all
projects. City staff is
currently confirming.

Exempt. City staff is
currently confirming.

Maximum Number
of Loans
No limitation One per property owner
and per property for the
life of the program.

One property owner
and per property for the
life of the program
Application
Process
City-issued NOFA
twice per year with
applications managed
through the County of
San Mateo NOFA
program until program
funds are expended.

Quarterly application
process through City’s
website (link to third-
party); prioritized by
preference.

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1 Additional Detailed
Requirements
Uniform standards and
program rules for
multifamily rental
housing developments
BMR Accessory Dwelling
Unit Loan Program
Underwriting Guidelines
Low Income
Homeowner
Rehabilitation
Underwriting Loan
Program Guidelines
Note 1: Staff seeks approval from the City Council to authorize City Manager or his designee to make amendments to the Loan Program summary, in the event the HCDD LHTF grant is not awarded to the City.

Affordability Targeting
The proposed affordability targeting would target a higher percentage of lower income applicants than the HCD minimum requirements in order to achieve more points in application scoring. Table 3 compares the LHTF Program minimum targeted affordability levels with the staff recommended affordability levels. For the ADU/JADU and Lower- Income Rehabilitation Loan programs, targeting incomes at or below 30% AMI would be achieved with a reduced interest rate of 0%.

Table 3: LHTF Minimum Targeted Affordability Level Requirements and Staff Proposed Targeted Affordability Levels
LHTF Program Grant
Minimum Targeted
Affordability Levels
Staff Proposed LHTF Program
Grant Targeted Affordability
Levels
Moderate Income
>120% of AMI

A maximum of 20% of funds Proposed 0% of funds
Low Income
50%-80% of AMI
Very Low Income
30%-50% of AMI
Remainder of funds not
expended on Moderate Income
or Extremely Low Income
Proposed maximum of 70% of
funds targeting housing units for
residents with income at or
below 60% of AMI

Extremely Low Income
15% to 30% of AMI
Minimum of 30% of funds Proposed minimum of 30% of
funds targeting housing units for
residents with incomes at or
below 30% of AMI

Staff requests authorization from the City Council to apply for HCD LHTF application for $4,675,000 and authorize matching funds to be transferred from Fund 137 to Fund 145 upon notification of approval of the application for the implementation of three Housing Element programs, including Multi-Family NOFA Program (H-A-5-e), Accessory Dwelling Unit Loan Program (H-D-4-b), and Low-Income Homeowner Rehabilitation Loan Program (H-B-2-a).

As noted earlier, timely implementation of the Housing Element is required by state law, and the programs have specific timelines for implementation. Staff has identified three (3) programs in the adopted Housing Element that need significant financial resources

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1 and is seeking authorization for the application for an HCD LHTF grant to maximize the financial capacity (double the funds).

It shall be noted that HCD LHTF is a competitive grant. In the event that the grant is not awarded to the City, staff requests authorization to use funds from Fund 137 for the implementation of the three (3) Housing Element programs. The language for the use of funds from Fund 137 in the event that the grant is not awarded is included in the Resolution (Attachment 2). Staff will follow the underwriting guidelines for the three (3) loan programs and seek approval from the City Council to authorize the City Manager or his designee to make amendments as needed, including loan amounts, and others, as included in Exhibits A, B, and C, for implementation with or without an HCD LHTF grant.

California Environmental Quality Act
The proposed use of funds does not meet the definition of a project under Public Resources Code Section 21065. Thus, no environmental assessment under the California Environmental Quality Act is required.

FISCAL IMPACT
The proposed LHTF application commits up to $4,675,000 to be transferred from Fund 137 to Fund 145 as matching funds. If successful, the LHTF Program grant would leverage existing city funds on a dollar-for-dollar basis to double the amount available for affordable housing purposes. In the event that grant is not awarded, staff is seeking authorization to use funds from Fund 137 for the implementation of the three (3) Housing Element programs. The use of funds from Fund 137 is consistent with the requirement to spend commercial linkage fees for affordable housing purposes within five years of receipt.

CITY COUNCIL VISION, MISSION, AND VALUE/PRIORITY AREA
Smart Planning, Development, and the Local Economy
ATTACHMENTS:

Attachment 1 – Resolution for HCD LHTF Grant Application Attachment 2 – Resolution for LHTF-Specific Underwriting Guidelines and Authorizing the Transfer of Funds
Exhibit A - Loan Underwriting Guidelines Program 1 - BMR MF Development Loan Program
Exhibit B - Loan Underwriting Guidelines Program 2 - BMR ADU Loan Program Exhibit C - Loan Underwriting Guidelines Program 3 - Low Income Homeowner Rehabilitation Program

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RESOLUTION NO._______

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF FOSTER CITY AUTHORIZING APPLICATION FOR AND RECEIPT OF 2024 CALIFORNIA

DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT LOCAL HOUSING TRUST FUNDS AND OTHER RELATED APPROVALS; AND AUTHORIZE THE CITY

MANAGER OR HIS DESIGNEE TO MAKE AMENDMENTS TO THE APPLICATION AS

NEEDED, AND EXECUTE OTHER GRANT DOCUMENTS, AS NEEDED

CITY OF FOSTER CITY
A majority of the members of the City Council of the City of Foster City (“Applicant:”) hereby consents to, adopts and ratifies the following resolution:

WHEREAS, the California Department of Housing and Community Development (Department) is authorized to provide up to $53 million under the Local Housing Trust Fund (“LHTF”) Program from the Veterans and Affordable Housing Bond Act of 2018 (Proposition 1) (as described in Health and Safety Code section 50842.2 et seq. (Chapter 365, Statutes of 2017 (SB 3)) (“Program”); and
WHEREAS the State of California (the “State”), Department issued a Notice of Funding Availability (“NOFA”) dated 7/9/2024 under the LHTF Program; and WHEREAS the City of Foster City (acting as an Applicant) is an eligible Local or Regional Housing Trust Fund applying to the Program to administer one or more eligible activities using Program Funds; and
WHEREAS the Department may approve funding allocations for the LHTF Program, subject to the terms and conditions of H&S Code Section 50842.2, the LHTF Program Guidelines, NOFA, Program requirements, the Standard Agreement and other related contracts between the Department and LHTF award recipients.

NOW, THEREFORE, the City Council of the City of Foster City hereby RESOLVES as follows:

1. If the City of Foster City/Applicant receives an award of LHTF funds from the Department pursuant to the above referenced LHTF NOFA, it represents and certifies that it will use all such funds on Eligible Projects in a manner consistent and in compliance with all applicable state and federal statutes, rules, regulations, and laws, including, without limitation, all rules and laws regarding the LHTF Program, as well as any and all contracts the City/Applicant may have with the Department (“Eligible Project”).

2. NOW, THEREFORE, IT IS RESOLVED: That the Foster City Local Housing Trust Fund is hereby authorized to act as the manager in connection with the Department's funds to Eligible Projects pursuant to the above described Notice of Funding Availability in an amount not to exceed $4,675,000 (the "LHTF Award"), including up to $233,750 for administrative costs.

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287

2 5
5 1

3. The City of Foster City/Applicant hereby agrees to match on a dollar-for- dollar basis the LHTF Award pursuant to Guidelines Section 104. Applicant hereby agrees to utilize matching finds on a dollar-for-dollar basis for the same Eligible Project for which Program Funds are used, as required by HSC Section 50843.5(c). Specifically, the City of Foster City/Applicant hereby commits to using Local Housing Trust Funds for the programs listed in Attachment 1, attached hereto and incorporated herein, including: 1) Below Market Rate Multifamily Affordable Rental Development Loan Program, 2) Below Market Rate Accessory Dwelling Unit Loan Program, and, 3) Low Income Homeowner Rehabilitation Loan Program.

4. Pursuant to Attachment 1 and the City of Foster City’s/Applicant’s certification in this resolution, the LHTF funds will be expended only for Eligible Projects and consistent with all program requirements.

5. The City of Foster City/Applicant shall be subject to the terms and conditions as specified in the Standard Agreement, H&S Section 50842.2 and LHTF Program Guidelines.

6. Stefan Chatwin, City Manager of the City of Foster City, or his designee, is hereby authorized to execute the LHTF Program Application, the LHTF Standard Agreement and any subsequent amendments or modifications thereto, as well as any other documents which are related to the Program or the LHTF Award to Applicant, as the Department may deem appropriate.

PASSED AND ADOPTED as a resolution of the City Council of the City of Foster City at the regular meeting held on the 3rd day of September 2024 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
_____________________________________

PATRICK SULLIVAN, MAYOR
ATTEST:
_________________________________

PRISCILLA SCHAUS, CITY CLERK

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Attachment 1
LHTF Loan Programs Summary
Commitment of Use of Program Funds and Matching Funds

Summary of Commitment of Funds for Program and Matching Funds for LHTF NOFA The City of Foster City is committed to using the LHTF NOFA Program Funds and Matching Funds to create three affordable housing loan programs for the City of Foster City with a total fund amount of $9,350,000, comprised of the following Affordable Housing Loan Programs. All three programs will benefit projects in the City of Foster City. Tables 1 and 2 show the program funding and affordability allocations for each program. Table 3 shows the interest rates for each program.

1. Below Market Rate Multifamily Rental Development Loan Program Construction or permanent loans to non-profit or for-profit developers for new multi-family rental construction projects with rent and income restrictions of units at less than 30% of AMI and/or or less than 60% of AMI. The maximum loan amount is $5,557,500. This program uses the Uniform Multifamily Regulations (UMRs) as the loan guidelines, underwriting standards, and procedures for approving and managing loans.

2. Below Market Rate Accessory Dwelling Unit Loan Program Construction loans to homeowners to construct new ADUs, either attached or detached, or JADUs.

ADUs shall be rent and income-restricted to households earning less than 60% of AMI or 30% of AMI for ten years. The maximum loan amount is $100,000 and a maximum of one loan per property owner. Interest on the loan would be 3% for ADUs restricted to 60% of AMI or 0% for ADUs restricted to 30% of AMI. The program uses the City’s Below Market Rate Accessory Dwelling Unit Loan Program Underwriting Guidelines for approving and managing loans.

3. Low Income Homeowner Rehabilitation Loan Program
Loans to low-income homeowners with incomes of less than 60% and less than 30% of AMI to rehabilitate their existing homes. The maximum loan amount is $100,000 and a maximum of one loan per property owner. Interest on the loan would be 3% for owners with incomes of less than 60% of AMI or 0% for owners with incomes of less than 30% of AMI. The program uses the City’s Low Income Homeowner Rehabilitation Loan Program Underwriting Guidelines for approving and managing loans.

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Attachment 1, continued
Table 1. Program Funding
Program
Program
Funds
Request
City
Matching
Funds
Program
Funds Total
% of Total
Funds
Maximum
Administrative
Expenses*
%
Admin

1. Below Market
Rate
Multifamily
Rental
Development
Loan Program
$ 2,925,000 $ 2,925,000 $ 5,850,000 63% $292,500 5%

2. Below Market
Rate Accessory
Dwelling Unit
Loan Program
$ 750,000 $ 750,000 $ 1,500,000 16% $75,000 5%

3. Low Income
Homeowner
Rehab Loan
Program
$ 1,000,000 $ 1,000,000 $ 2,000,000 21% $100,000 5%
Total $ 4,675,000 $ 4,675,000 $ 9,350,000 100% $467,500 5% *Included in Program Total
Table 2. Affordability Allocation (Excluding Administrative Expenses) Program <30% of AMI <60% of AMI <80% of AMI <120% of
AMI Program Total

1. Below Market Rate
Multifamily Rental
Development Loan
Program
$ 2,340,000 $ 3,217,500 $ 0 $ 0 $ 5,557,500

2. Below Market Rate
Accessory Dwelling
Unit Loan Program
$ 600,000 $ 825,000 $0 $ 0 $ 1,425,000

3. Low Income
Homeowner Rehab
Loan Program
$ 800,000 $1,100,000 $0 $ 0 $ 1,900,000
Total $ 3,740,000 $4,180,000 $0 $ 0 $ 8,882,500
Table 3. Interest Rates for Loans
Program
Interest Rate
for Extremely
Low Income
(<30% AMI)
Interest Rate for Very
Low Income
(<60% AMI)
Interest Rate for 100%
BMR projects

1.Below Market Rate Multifamily
Rental Development Loan
Program
3% 3% 1.5%

2.Below Market Rate Accessory
Dwelling Unit Loan Program 0% 3% n/a

3.Low Income Homeowner Rehab
Loan Program 0% 3% n/a

7.3 Attachment 1 - Resolution for HCD Grant Application

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RESOLUTION NO._______

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF FOSTER CITY

APPROVING (A) THE FOSTER CITY LOCAL HOUSING TRUST FUND (LHTF) SPECIFIC UNDERWRITING GUIDELINES FOR THE THREE (3) PROPOSED LOAN PROGRAMS; (B) TRANSFER OF FUNDS FROM COMMERCIAL LINKAGE FEE FUND (FUND 137) TO LHTF (FUND 145) AS MATCHING FUNDS, CONTINGENT UPON THE CITY BEING AWARDED THE HCD LHTF FUNDING; AND (C) IN IN THE EVENT THAT THE GRANT IS NOT AWARDED, APPROVE THE USE OF FUNDS FROM FUND 137

AND AUTHORIZE THE CITY MANAGER OR HIS DESIGNEE TO MAKE AMENDMENTS

TO LOAN PROGRAMS AS NEEDED, INCLUDING LOAN AMOUNTS, AND OTHERS FOR THE IMPLEMENTATION OF THE THREE (3) HOUSING ELEMENT PROGRAMS

CITY OF FOSTER CITY
WHEREAS, the California Department of Housing and Community Development is authorized to provide up to $53 million under the Local Housing Trust Fund (“LHTF”) Program from the Veterans and Affordable Housing Bond Act of 2018 (Proposition 1) (as described in Health and Safety Code section 50842.2 et seq. (Chapter 365, Statutes of 2017 (SB 3)) (“Program”); and
WHEREAS, on July 9, 2024, the State of California (the “State”), Department of Housing and Community Development (“Department”) issued a Notice of Funding Availability (“NOFA”) under the HCD LHTF Program; and
WHEREAS the City of Foster City is an eligible to be an “Applicant” Local or Regional Housing Trust Fund applying to the Program to administer one or more eligible activities using Program Funds; and
WHEREAS, as part of the Housing Element 2023-31 implementation, the City has identified three programs, including, H-A-5-e, H-D-4-b, and H-B-2-a, for the HCD LHTF grant application; and
WHEREAS, the Department may approve funding allocations for the HCD LHTF Program, subject to the terms and conditions of H&S Code Section 50842.2, the HCD LHTF Program Guidelines, NOFA, Program requirements, the Standard Agreement and other related contracts between the Department and HCD LHTF award recipients.

WHEREAS, by adoption of City Resolution 2024-__ on September 3, 2024, the City Council authorized the grant application for the HCD LHTF in the amount of up to $4,675,000.

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NOW, THEREFORE, the City Council of the City of Foster City hereby RESOLVES as follows:

1. The proposed Program Guidelines for the three programs in the HCD LHTF Program application are hereby approved with the provision that the Community Development Director is authorized to make adjustments to conform to HCD LHTF Program requirements and/or to facilitate the administration of the program(s) as follows:
a. Below Market Rate Multifamily Rental Development Loan Program, as contained in Exhibit A, attached hereto;
b. Below Market Rate Accessory Dwelling Unit Loan Program, as contained in Exhibit B, attached hereto; and
c. Low Income Homeowner Rehabilitation Loan Program, as contained in Exhibit C, attached hereto.

2. If the City receives notification of an award of HCD LHTF funds from the Department pursuant to the above referenced HCD LHTF NOFA, a dollar- for-dollar match to the awarded HCD LHTF funds up to $4,675,000 shall be transferred from Fund 137 to Fund 145 within ten (10) business days and a budget appropriation shall be authorized, consistent with the programs authorized for use of LHTF funds approved by the award.

3. In the event that the grant is not awarded, the City Council approves the use of funds from Fund 137 and authorize the City Manager or his designee to make amendments as needed, including loan amounts, and others for the implementation of the three (3) Housing Element programs.

4. The City Manager or his designee is authorized to execute any other grant documents, as necessary, for the implementation of the three (3) Housing Element programs.

PASSED AND ADOPTED as a resolution of the City Council of the City of Foster City at the regular meeting held on the 3rd day of September 2024 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
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PATRICK SULLIVAN, MAYOR
ATTEST:
_________________________________

PRISCILLA SCHAUS, CITY CLERK

7.3 Attachment 2 - Resolution for LHTF-Specific Underwriting Guidelines and Authorizing the Transfer of Funds

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