Agenda packet — Pico Rivera City Council, March 26, 2024 (part 1 of 8)

*Commissioners receive a $30.00 stipend per each meeting held and attended. .

Tuesday, March 26, 2024
Regular Meeting 6:00 p.m.

Council Chamber
6615 Passons Boulevard
Next Resolution No. 7325
Next Ordinance No. 1184
Next Agreement No. 24-2300
Successor Agency to PRRA
Next Resolution No. SA-24-29
Next Ordinance No. SA-01
Next Agreement No. S24-006
Housing Assistance Agency
Next Resolution No. HA-108
Next Ordinance No. HA-16
Water Authority
Next Resolution No. 24-37
Next Ordinance No. 24-01
Next Agreement No. 24-78
Public Financing Authority
Next Resolution No. PFA-24-13

UPDATED
ROLL CALL:

Mayor/Chairman/President:

Andrew C. Lara
Mayor Pro Tempore/Vice Chairman/Vice President:

John R. Garcia
Councilmembers/Directors/Commissioners:

Gustavo V. Camacho
Erik Lutz
Dr. Monica Sanchez
COMMISSIONERS SCHEDULED TO BE PRESENT:

Rocio Estrada, Parks and Recreation
Bob Perez, Sister City Commission
INVOCATION:

PLEDGE OF ALLEGIANCE:

SPECIAL PRESENTATION(S):
• Proclamation – Ramadan
• Certificates of Recognition – Pico Rivera Jr. Pee Wee Donnas Cheer Team

PLEASE TURN OFF OR SILENCE CELL PHONES WHILE MEETING IS IN SESSION

AND PLEASE REFRAIN FROM TEXTING DURING THE MEETING
**************************************************************************************************** In compliance with the Americans with Disabilities Act of 1990, the City of Pico Rivera is committed to providing reasonable accommodations for a person with a disability. Please call the City Clerk’s office at (562) 801-4389, if special accommodations are necessary and/or if information is needed in an alternative format. Special requests must be made in a reasonable amount of time in order that accommodations can be arranged (within 24 to 48 hours’ notice).

Meeting jointly and regularly with the Pico Rivera Successor Agency to the Pico Rivera Redevelopment Agency (as needed); Pico Rivera *Housing Assistance Agency (as needed); Pico Rivera Water Authority (as needed); and Public Financing Authority (as needed) 3-26-2024 Agenda City Council

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PUBLIC HEARING:

Housing Assistance Agency:

1. Public Hearing – Pico Rivera (Section 8) Public Housing Agency Plan for Fiscal Years 2020-2025. (1600)
a) Open public hearing
b) Memo from City Manager
c) Written Communications
d) Oral Communications
e) Close public hearing
f) Recommendation:

1. Conduct a public hearing for the City of Pico Rivera Housing Assistance Agency’s goals, objectives and policies identified on the 5-Year Public Housing Agency Plan for fiscal year 2020-2025; and

2. Authorize the City of Pico Rivera Housing Assistance Agency staff to submit the Civil Rights Certification form to the U.S. Department of Housing and Urban Development.

PUBLIC COMMENTS:

IF YOU WOULD LIKE TO COMMENT ON ANY LISTED AGENDA ITEMS OR NONAGENDA ITEMS, PLEASE FILL OUT A GREEN PUBLIC COMMENT REQUEST FORM

AND PROVIDE IT TO THE STAFF MEMBER AT THE BACK TABLE BEFORE THE MEETING STARTS.

When you are called to speak, please come forward and state your name and city of residency for the record. You have three (3) minutes to make your remarks. In accordance with Government Code Section 54954.2, members of the City Council may only: 1) respond briefly to statements made or questions posed by the public; 2) ask a question for clarification; 3) provide a reference to staff or other resources for factual information; 4) request staff to report to the City Council at a subsequent meeting concerning any matter raised by the public; and 5) direct staff to place a matter of business on a future agenda.

City Council members cannot comment on items that are not listed on a posted agenda.

CONSENT CALENDAR ITEMS:

All items listed on the Consent Calendar may be acted on by a single motion without separate discussion. Any motion relating to a Resolution or Ordinance shall also waive the reading of the titles in full and include its adoption as appropriate. If discussion or separate vote on any item is desired by a Councilmember or staff, that item may be pulled from the Consent Calendar for separate consideration.

CONSENT CALENDAR:

City Council:

2. Minutes:
• City Council regular meeting March 12, 2024
Recommendation: Approve
3-26-2024 Agenda City Council

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3. 13th Warrant Register for the 2023-2024 Fiscal Year. (700) Check Numbers: 294062-294170; 13364-13429
Special Check Numbers: 13404, 13428
Recommendation: Approve

4. Second Reading – Adoption of Ordinance No. 1183 Amending Chapter 3.20 Purchasing, of the Pico Rivera Municipal Code. (700)
Recommendation:

1. Adopt Ordinance No. 1183 amending Chapter 3.20 Purchasing, of the Pico Rivera Municipal Code.

Ordinance No. _____ AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PICO RIVERA, CALIFORNIA, AMENDING CHAPTER 3.20

PURCHASING OF THE PICO RIVERA MUNICIPAL CODE (SECOND

READING AND ADOPTION)

5. Housing Element Annual Progress Report for the 2023 Reporting Period.

Recommendation: (1600)

1. Approve a resolution authorizing the City Manager and/or the designee to file the report with the Governor’s Office of Planning and Research and the California Department of Housing and Community Development; and

2. Receive and file the Housing Element Annual Progress Report for Calendar Year 2023.

Resolution No. _____ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PICO RIVERA, CALIFORNIA, APPROVING THE 2023 HOUSING

ELEMENT ANNUAL PROGRESS REPORT AND DIRECTING STAFF TO

SUBMIT TO THE STATE OF CALIFORNIA DEPARTMENT OF HOUSING

AND COMMUNITY DEVELOPMENT (HCD)

6. Resolution Authorizing Submittal of an Application for Funding Under the Home Investment Partnerships Program. (700)
Recommendation:

1. Approve a resolution authorizing submittal of an application to the California Department of Housing and Community Development under the HOME Investment Partnerships Program’s 2022-2023 Notice of Funding Availability.

Resolution No. _____ A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF PICO RIVERA, CALIFORNIA, AUTHORIZING SUBMITTAL OF AN

APPLICATION TO THE CALIFORNIA DEPARTMENT OF HOUSING AND

COMMUNITY DEVELOPMENT FOR FUNDING UNDER THE HOME

INVESTMENT PARTNERSHIPS PROGRAM

7. Approve Appointment of Kenneth L. Louie, Interim Administrative Services Director. (500)
Recommendation:
3-26-2024 Agenda City Council

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1. Approve a resolution appointing Retired Annuitant Kenneth L. Louie as Interim Director of Administrative Services pursuant to Government Code Sections 7522.56 and 21221; and

2. Approve Amendment No. 1 to Professional Services Agreement No. 24- 2292 with Kenneth L. Louie, in an amount not-to-exceed $150,000 for Interim Administrative Services Director services.

Agreement No. 24-2292-1

8. Award of Professional Services Agreement with Harris & Associates, Inc. for a Development Impact Fee Study. (500)
Recommendation:

1. Award a Professional Services Agreement to Harris & Associates, Inc. to prepare a Development Impact Fee Study for an amount not-to-exceed $57,000; and

2. Authorize the City Manager to execute the Professional Services Agreement with Harris & Associates, Inc., in a form approved by the City Attorney for a term of one (1) year with a second-year extension if required.

Agreement No. _______

9. On-Call Construction Management and Inspection Services – Award Professional Services Agreements. (500)
Recommendation:

1. Approve a Professional Services Agreement for a term of five (5) years in the total amount of up to $2,500,000 to Willdan Engineering to provide oncall construction management and inspection services;

2. Award a Professional Services Agreement for a term of five (5) years in the total amount of up to $2,500,000 to FCG Consultants, Inc. to provide on-call construction management and inspection services;

3. Award a Professional Services Agreement for a term of five (5) years in the total amount of up to $2,500,000 to Fountainhead Consulting Corporation to provide on-call construction management and inspection services;

4. Award a Professional Services Agreement for a term of five (5) years in the total amount of up to $2,500,000 to GK & Associates to provide on-call construction management and inspection services;

5. Award a Professional Services Agreement for a term of five (5) years in the total amount of up to $2,500,000 to Z&K Consultants, Inc. to provide on-call construction management and inspection services;

6. Award a Professional Services Agreement for a term of five (5) years in the total amount of up to $2,500,000 to AKM Consulting Engineers to provide on-call construction management and inspection services;

7. Award a Professional Services Agreement for a term of five (5) years in the total amount of up to $2,500,000 to Gannett Fleming to provide on-call construction management and inspection services;

8. Award a Professional Services Agreement for a term of five (5) years in the total amount of up to $2,500,000 to Southstar Engineering and Consulting, Inc. to provide on-call construction management and inspection services; 3-26-2024 Agenda City Council

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9. Award a Professional Services Agreement for a term of five (5) years in the total amount of up to $2,500,000 to NV5, Inc. to provide on-call construction management and inspection services;

10. Award a Professional Services Agreement for a term of five (5) years in the total amount of up to $2,500,000 to Pacifica Services, Inc. to provide on-call construction management and inspection services; and

11. Authorize the City Manager to execute the agreements in a form approved by the City Attorney.

10. Treasurer’s Monthly Investment Transaction Report as of February 29, 2024.

Recommendation: (700)

1. Receive and file the Treasurer’s Monthly Investment Transaction Report as of February 29, 2024.

Housing Assistance Agency:

11. Minutes:
• Housing Assistance Agency regular meeting March 14, 2023 and special meeting August 22, 2023
Recommendation: Receive and file

CONSENT CALENDAR ITEMS PULLED FOR FURTHER DISCUSSION
REGULAR AGENDA: None

CITY MANAGER/STAFF REPORTS
GOOD OF THE ORDER (INTERGOVERNMENTAL AGENCY MEETINGS, AB 1234

REPORTS, NEW BUSINESS, OLD BUSINESS)
CLOSED SESSION:
a. CONFERENCE WITH LABOR NEGOTIATOR
Pursuant to Government Code Section 54957.6
Agency Designated Representative: City Manager Carmona, Human Resources Director Shirinian and Assistant City Manager Garcia
Employee Organizations: Service Employees International Union Local 721 FullTime, Part-Time and Directors Units, and Confidential Employees Association b. PUBLIC EMPLOYEE EVALUATION
Pursuant to Government Code Section 54957(b)(1)
Position: Director
ADJOURNMENT:
3-26-2024 Agenda City Council

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AFFIDAVIT OF POSTING
I, Cynthia Ayala, City Clerk, for the City of Pico Rivera, DO HEREBY CERTIFY, under penalty of perjury under the laws of the State of California, that the foregoing notice was posted at the Pico Rivera City Hall bulletin board, Pico Rivera website www.pico-rivera.org, Pico Rivera Post Office and Parks: Smith, Pico and Rivera which are available for the public to view on this 21st, day of March 2024.

Dated this 21st, day of March 2024.

Cynthia Ayala, CMC
City Clerk
SB343 NOTICE
In compliance with and pursuant to the provisions of SB343 any public writing distributed by the City Clerk to at least a majority of the City Council Members regarding any item on this regular meeting agenda will be available on the City’s website.

STATEMENT REGARDING DECORUM AT CITY COUNCIL MEETINGS
If you wish to speak at the time set aside for public comments, the City Council has established the following standards and Rules of Decorum as allowed by State law. • Public comment is limited to those portions of the meeting referred to as Public Comments. These portions are intended for members of the public to address the City Council, Successor Agency, Housing Assistance Agency or Water Authority on matters related to agendas or any other items under the subject matter jurisdiction of the City Council or Agencies. Please fill out the desired color-coded card prior to the start of the meeting at 6:00 p.m. Once the meeting has begun, no further cards will be accepted. • A yellow Public Hearing Comment Request card must be completed to speak during a Public Hearing.
• A green Public Comment Request – Card is for those wishing to address the Council/Agency on agenda items or any other items under the subject jurisdiction of the City Council/Agency.
• Citizens may address the Council, Successor Agency or Housing Assistance Agency once for a maximum of three minutes. After each speaker returns to his/her seat, the Mayor shall determine the time and manner of response, but typically if answers are available, they will be given after all speakers have had an opportunity to address the City Council.
• Members of the audience are asked to refrain from clapping or otherwise speaking from their seats. Those not meeting the standards for decorum may be escorted from the meeting.

RULES OF DECORUM CAN BE FOUND IN THE PICO RIVERA MUNICIPAL CODE SECTION

2.08.050 AS ESTABLISHED BY ORDINANCE 783 ADOPTED ON AUGUST 20, 1990 AND AMENDED BY ORDINANCES 822 (SEPTEMBER 21, 1992) AND 1020 (MARCH 21, 2006).

To: Chairperson and Commissioners
From: Executive Director
Meeting Date: March 26, 2024
Subject: PUBLIC HEARING – PICO RIVERA
(SECTION 8) PUBLIC HOUSING AGENCY PLAN FOR
FISCAL YEARS 2020-2025
Recommendation:

1. Conduct a public hearing for the City of Pico Rivera Housing Assistance Agency’s goals, objectives and policies identified on the 5-Year Public Housing Agency Plan for fiscal years 2020-2025; and

2. Authorize the City of Pico Rivera Housing Assistance Agency staff to submit the Civil Rights Certification form to the U.S. Department of Housing and Urban Development.

Fiscal Impact:

There is no fiscal impact to the General Fund as a result of the recommended action.

Discussion:

The Pico Rivera Housing Assistance Agency (PHA) administers the Housing Choice Voucher (Section 8) rental assistance program. A five (5) Year Public Housing Agency Plan identifying goals, objectives and policies for fiscal years 2020-2025 was approved by this Board on March 10, 2020, and submitted to the U.S. Department of Housing and Urban Development (HUD) on April 1, 2020. The PHA must hold a public hearing annually to invite Section 8 participants to comment and make their suggestions for changes to the goals, objectives and policies of the agency. Copies of the latest plans submitted to HUD are available for public view at the PHA office by appointment, and the City of Pico Rivera website.

The PHA is required to annually submit to HUD a Civil Rights Certification form signed by the Pico Rivera Housing Assistance Agency Board Chairperson. The Civil Rights 1 HOUSING ASSISTANCE AGENDA REPORT – MEETING OF MARCH 26, 2024 PUBLIC HEARING – PICO RIVERA (SECTION 8) PUBLIC HOUSING AGENCY PLAN FOR FISCAL YEARS 2020-2025

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Certification form certifies that the PHA will carry out the housing program in conformity with the Civil Rights Act of 1964, the Fair Housing Act, and the Americans with Disabilities Act.

Conclusion:

Staff recommends that the Housing Assistance Agency Board authorize the submittal of the Civil Rights Certification form to the U.S. Department of Housing and Urban Development (HUD) to certify the City’s conformity with the Civil Rights Act of 1964 to affirmatively further fair housing.

Steve Carmona
SC:AB:JG:JLG:jj
Enclosures: 1) Approved 5-Year PHA Plan (form HUD-50075-5Y) 2) Civil Rights Certification (form HUD-50077-CR)
3) Public Hearing Notice
5-Year PHA Plan
(for All PHAs)
U.S. Department of Housing and Urban Development
Office of Public and Indian Housing
OMB No. 2577-0226
Expires: 02/29/2016
Purpose. The 5-Year and Annual PHA Plans provide a ready source for interested parties to locate basic PHA policies, rules, and requirements concerning the PHA’s operations, programs, and services, and informs HUD, families served by the PHA, and members of the public of the PHA’s mission, goals and objectives for serving the needs of low- income, very low- income, and extremely low- income families Applicability. Form HUD-50075-5Y is to be completed once every 5 PHA fiscal years by all PHAs.

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A. PHA Information.

A.1 PHA Name: Pico Rivera Housing Assistance Agency PHA Code: CA117 PHA Plan for Fiscal Year Beginning: (MM/YYYY): _07/2020 PHA Plan Submission Type: 5-Year Plan Submission Revised 5-Year Plan Submission Availability of Information. In addition to the items listed in this form, PHAs must have the elements listed below readily available to the public.

A PHA must identify the specific location(s) where the proposed PHA Plan, PHA Plan Elements, and all information relevant to the public hearing and proposed PHA Plan are available for inspection by the public. Additionally, the PHA must provide information on how the public may reasonably obtain additional information on the PHA policies contained in the standard Annual Plan, but excluded from their streamlined submissions. At a minimum, PHAs must post PHA Plans, including updates, at each Asset Management Project (AMP) and main office or central office of the PHA. PHAs are strongly encouraged to post complete PHA Plans on their official websites. PHAs are also encouraged to provide each resident council a copy of their PHA Plans.

Copies of the 5-Year Plan, Annual PHA Plan, Administration Plan, Comprehensive Annual Financial Report, and Independent Auditors’ Report are available to the public at the Pico Rivera Housing Assistance Agency office in City Hall West – 6615 S. Passons Blvd., Pico Rivera, CA 90660 and the City’s website: http://www.pico-rivera.org/ PHA Consortia: (Check box if submitting a Joint PHA Plan and complete table below) Participating PHAs PHA
Code
Program(s) in the
Consortia
Program(s) not in the
Consortia
No. of Units in Each Program
PH HCV
B. 5-Year Plan. Required for all PHAs completing this form.

B.1 Mission. State the PHA’s mission for serving the needs of low- income, very low- income, and extremely low- income families in the PHA’s jurisdiction for the next five years.

The mission of the Pico Rivera Housing Assistance Agency is the same as that of the Department of Housing and Urban Development: To promote adequate and affordable housing, economic opportunity and a suitable environment free from discrimination.

Enclosure 1
1a

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B.2 Goals and Objectives. Identify the PHA’s quantifiable goals and objectives that will enable the PHA to serve the needs of low- income, very lowincome, and extremely low- income families for the next five years. • Continue to call applicants from the waiting list to increase leasing and budget utilization.
• Open the waiting list in order to assist low, very low, and extremely low-income families.
• Increase the quantity of housing stock and owner participation. • Improve the voucher management Section Eight Management Assessment Program (SEMAP) scores.
• Promote equal opportunity housing rights to residents, tenants, and landlords to promote fair housing rights.

SIGNIFICANT AMENDMENT
• The Pico Rivera Housing Assistance Agency FSS Action Plan was revised to incorporate the new HUD regulations and the revised PHA policies.

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B.3 Progress Report. Include a report on the progress the PHA has made in meeting the goals and objectives described in the previous 5-Year Plan. • Continuously call applicants from the Waiting List to reach and maintain a 98% leaseup rate.  Although the Agency lease-up rate is not at the proposed goal, the Agency has utilized 94%-99% of the monthly Authorized Budget Authority and approximately 750 applicants from the waiting list were called for intake. • Maximize housing choices for participants by increasing unit comparable to the Agency’s rent reasonableness database.
 The Agency contracted with The Nelrod Company. The Nelrod Company provides access to their internet-based databank of open market rental units in the jurisdiction that are used as comparable for rent reasonableness.
• Promote self-sufficiency and encourage participants to expand their educational and career goals by recruiting participants to enroll in the Family Self Sufficiency (FSS) program to maintain mandatory program size.
 The Agency currently reports 175% of families enrolled in the FSS program, 71% of those families with progress and escrow balances, and 20 graduates out of 25 mandatory slots.
• Promote equal opportunity housing by recommending landlords to educational workshops offered by the Southern California Housing Rights Center.  The Agency hosted workshops presented by the Housing Rights Center of Los Angeles twice per year. Staff refers residents daily to the Housing Rights Center hotline.
• Continue to apply protection under VAWA to applicants and participants that are denied or terminated assistance and are, or have been, a victim of domestic violence, dating violence, sexual assault, or stalking, which may have caused the denial or termination.  The Agency continues to apply protection under VAWA to applicants and participants that are denied or terminated assistance. The Agency Administrative Plan Sections 12-II.F. and 16-IX.C. indicate the Agency’s policies regarding VAWA information and description for termination notices.

B.4 Violence Against Women Act (VAWA) Goals. Provide a statement of the PHA’s goals, activities objectives, policies, or programs that will enable the PHA to serve the needs of child and adult victims of domestic violence, dating violence, sexual assault, or stalking.

The Pico Rivera Housing Assistance Agency patner with the Women’s & Children’s Crisis shelter to provide services to victims of domestic violence, dating violence, sexual assault, or stalking.

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B.5 Significant Amendment or Modification. Provide a statement on the criteria used for determining a significant amendment or modification to the 5-Year Plan.

A significant amendment or modification to the plans shall be defined as discretionary changes in the plans or policies of the Agency that fundamentally change the mission, goals, objectives, or plans of the Agency and which require formal approval of the Board of Commissioners. An exception to this definition of substantial deviation and significant amendment or modification to the Agency’s Plan will be made for any of the above adopted policies to reflect changes in HUD regulatory requirements. Any substantial deviation and significant amendment or modification to the Agency’s Plan will meet the full public process requirements prior to a revised PHA plan being submitted to the U.S. Department of Housing and Urban Development for approval.

B.6 Resident Advisory Board (RAB) Comments.
(a) Did the RAB(s) provide comments to the 5-Year PHA Plan? Y N

(b) If yes, comments must be submitted by the PHA as an attachment to the 5-Year PHA Plan. PHAs must also include a narrative describing their analysis of the RAB recommendations and the decisions made on these recommendations.

B.7 Certification by State or Local Officials.

Form HUD 50077-SL, Certification by State or Local Officials of PHA Plans Consistency with the Consolidated Plan, must be submitted by the PHA as an electronic attachment to the PHA Plan.

Instructions for Preparation of Form HUD-50075-5Y
5-Year PHA Plan for All PHAs
A. PHA Information 24 CFR §903.23(4)(e)

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A.1 Include the full PHA Name, PHA Code, , PHA Fiscal Year Beginning (MM/YYYY), PHA Plan Submission Type, and the Availability of Information, specific location(s) of all information relevant to the hearing and proposed PHA Plan.

PHA Consortia: Check box if submitting a Joint PHA Plan and complete the table.

B. 5-Year Plan.

B.1 Mission. State the PHA’s mission for serving the needs of low- income, very low- income, and extremely low- income families in the PHA’s jurisdiction for the next five years. (24 CFR §903.6(a)(1)) B.2 Goals and Objectives. Identify the PHA’s quantifiable goals and objectives that will enable the PHA to serve the needs of lowincome, very low- income, and extremely low- income families for the next five years. (24 CFR §903.6(b)(1)) For Qualified PHAs only, if at any time a PHA proposes to take units offline for modernization, then that action requires a significant amendment to the PHA’s 5-Year Plan.

B.3 Progress Report. Include a report on the progress the PHA has made in meeting the goals and objectives described in the previous 5- Year Plan. (24 CFR §903.6(b)(2))
B.4 Violence Against Women Act (VAWA) Goals. Provide a statement of the PHA’s goals, activities objectives, policies, or programs that will enable the PHA to serve the needs of child and adult victims of domestic violence, dating violence, sexual assault, or stalking. (24 CFR §903.6(a)(3))
B.5 Significant Amendment or Modification. Provide a statement on the criteria used for determining a significant amendment or modification to the 5-Year Plan.

B.6 Resident Advisory Board (RAB) comments.
(a) Did the public or RAB provide comments?
(b) If yes, submit comments as an attachment to the Plan and describe the analysis of the comments and the PHA’s decision made on these recommendations. (24 CFR §903.17(a), 24 CFR §903.19) This information collection is authorized by Section 511 of the Quality Housing and Work Responsibility Act, which added a new section 5A to the U.S. Housing Act of 1937, as amended, which introduced the 5-Year PHA Plan. The 5-Year PHA Plan provides the PHA’s mission, goals and objectives for serving the needs of low- income, very low- income, and extremely lowincome families and the progress made in meeting the goals and objectives described in the previous 5-Year Plan.

Public reporting burden for this information collection is estimated to average .76 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. HUD may not collect this information, and respondents are not required to complete this form, unless it displays a currently valid OMB Control Number.

Privacy Act Notice. The United States Department of Housing and Urban Development is authorized to solicit the information requested in this form by virtue of Title 12, U.S. Code, Section 1701 et seq., and regulations promulgated thereunder at Title 12, Code of Federal Regulations. Responses to the collection of information are required to obtain a benefit or to retain a benefit. The information requested does not lend itself to confidentiality. ________________________________________________________________________________________________________________________ Previous version is obsolete Page 1 of 1 form HUD-50077-CR (3/31/2024) Civil Rights Certification
(Qualified PHAs)
U.S. Department of Housing and Urban Development
Office of Public and Indian Housing
OMB Approval No. 2577-0226
Expires 3/31/2024
Civil Rights Certification
Annual Certification and Board Resolution
Acting on behalf of the Board of Commissioners of the Public Housing Agency (PHA) listed below, as its Chairperson or other authorized PHA official if there is no Board of Commissioners, I approve the submission of the 5-Year PHA Plan , hereinafter referred to as” the Plan”, of which this document is a part, and make the following certification and agreements with the Department of Housing and Urban Development (HUD) for the fiscal year beginning 2020-2025 in which the PHA receives assistance under 42 U.S.C. 1437f and/or 1437g in connection with the mission, goals, and objectives of the public housing agency and implementation thereof:

The PHA certifies that it will carry out the public housing program of the agency in conformity with title VI of the Civil Rights Act of 1964 (42 U.S.C. 2000d-2000d—4), the Fair Housing Act (42 U.S.C. 3601-19), Section 504 of the Rehabilitation Act of 1973 (29 U.S.C. 794), title II of the Americans with Disabilities Act (42 U.S.C. 12101 et seq.), and other applicable civil rights requirements and that it will affirmatively further fair housing in the administration of the program. In addition, if it administers a Housing Choice Voucher Program, the PHA certifies that it will administer the program in conformity with the Fair Housing Act, title VI of the Civil Rights Act of 1964, Section 504 of the Rehabilitation Act of 1973, title II of the Americans with Disabilities Act, and other applicable civil rights requirements, and that it will affirmatively further fair housing in the administration of the program. The PHA will affirmatively further fair housing, which means that it will take meaningful actions to further the goals identified in the Assessment of Fair Housing (AFH) conducted in accordance with the requirements of 24 CFR § 5.150 through 5.180, that it will take no action that is materially inconsistent with its obligation to affirmatively further fair housing, and that it will address fair housing issues and contributing factors in its programs, in accordance with 24 CFR § 903.7(o)(3). The PHA will fulfill the requirements at 24 CFR § 903.7(o) and 24 CFR § 903.15(d). Until such time as the PHA is required to submit an AFH, the PHA will fulfill the requirements at 24 CFR § 903.7(o) promulgated prior to August 17, 2015, which means that it examines its programs or proposed programs; identifies any impediments to fair housing choice within those programs; addresses those impediments in a reasonable fashion in view of the resources available; works with local jurisdictions to implement any of the jurisdiction’s initiatives to affirmatively further fair housing that require the PHA’s involvement; and maintains records reflecting these analyses and actions.

Pico Rivera Housing Assistance Agency______ CA117___________________________________ PHA Name PHA Number/HA Code
I hereby certify that all the statement above, as well as any information provided in the accompaniment herewith, is true and accurate. Warning: HUD will prosecute false claims and statements. Conviction may result in criminal and/or civil penalties. (18 U.S.C. 1001, 1010, 1012; 31 U.S.C. 3729, 3802) Name of Executive Director: Steve Carmona Name of Board Chairperson: Andrew C. Lara Signature Date 03/26/2024 Signature Date 03/26/2024
The United States Department of Housing and Urban Development is authorized to collect the information requested in this form by virtue of Title 12, U.S. Code, Section 1701 et seq., and regulations promulgated thereunder at Title 12, Code of Federal Regulations. Responses to the collection of information are required to obtain a benefit or to retain a benefit.

The information requested does not lend itself to confidentiality. The information is collected to ensure that PHAs carry out applicable civil rights requirements.

Public reporting burden for this information collection is estimated to average 0.16 hours per response, including the time for reviewing instructions, searching existing data sources, gathering, and maintaining the data needed, and completing and reviewing the collection of information. HUD may not collect this information, and respondents are not required to complete this form, unless it displays a currently valid OMB Control Number.

Enclosure 2
1b
Enclosure 3
1c
Tuesday, March 12, 2024
A Regular Meeting of the City Council and Water Authority was held in the Council Chamber, Pico Rivera City Hall, 6615 Passons Boulevard, Pico Rivera, California.

Mayor/President Lara called the regular meeting to order at 6:01 p.m. on behalf of the City Council and the Water Authority.

PRESENT: Camacho, Garcia, Lutz, Lara
ABSENT: Sanchez (excused)
COMMISSIONERS PRESENT:
• Maria Garcia, Veterans Commission
INVOCATION: Delivered by Mayor Pro Tem/Vice President Garcia PLEDGE OF ALLEGIANCE: Led by Mayor/President Lara
SPECIAL PRESENTATION(S):
• Certificate of Recognition were presented to the Pico Rivera Donnas Jr. Gremlin Cheer Team
PUBLIC HEARING: None
PUBLIC COMMENTS:

Lauren Talbott, Pico Rivera Library Manager:
• Addressed the City Council regarding library updates and upcoming events for the month of March.

Diego Rubalcava:
• Addressed the City Council regarding Agenda Item No. 10 - Pico Rivera Legislative Platform and asked the City to consider adding an item on Peace and Foreign Policy.

John Soto:
• Addressed the City Council regarding the Pico Rivera Golf Course Management Agreement with Troon and absence of information about loud noise and expressed his support for the City’s recent Purple Heart City designation. 2 3-12-24.CityCouncilMinutes

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Virginia Martinez:
• Addressed the City Council expressing her concerns with the lack of customer service at the Senior Center and her request for adjusted coffee hours and additional hours of operation.

The following speakers addressed the City Council regarding the Congressional H.Res.786 ceasefire Resolution.

1. Lulu Ruiz

2. Alex Rocha

3. Armando
Written communication was received by the following:

Lulu Ruiz:
• Addressed the City Council expressing her concerns regarding Agenda Item No. 6 - Home Buyers Program; No. 8 - Notice of PFAS Contaminant; and No. 10 - Pico Rivera Legislative Platform.

Michael Wauschek:
• Addressed the City Council expressing his concerns regarding government funding and Agenda Item No. 8 - Notice of PFAS Contaminant.

CONSENT CALENDAR ITEMS:

City Council:

1. Minutes:
• Approved City Council regular meeting of February 27, 2024; and • Received and filed Parks and Recreation Commission regular meetings of December 11, 2023 and January 11, 2024

2. Approved 12th Warrant Register of the 2023-2024 Fiscal Year. (700) Check Numbers: 293955-294061
Special Check Numbers: None

3. Second Reading – Adoption of Ordinance No. 1182 Approving Zone Code Amendment No. 194 – An Update to the Zoning Ordinance Reflecting Required Amendments by the State Department of Housing and Urban Development After Final Review of the Sixth Cycle 2021-2029 Housing Element. (1600)

1. Adopted Ordinance No. 1182 approving Zone Code Amendment No. 194 amending the Zoning Code to meet State mandated requirements.

Ordinance No.1182 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PICO RIVERA, CALIFORNIA, AMENDING TITLE 18 ZONING

OF THE PICO RIVERA MUNICIPAL CODE INCLUDING TABLE
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Page 3 of 7 ends

18.42.040 PROPERTY DEVELOPMENT CHART AND SECTION

18.18.42.050 SPECIAL USE CONDITIONS AND CHART NOTES AS
HEREIN REFERRED TO AS ZONE CODE AMENDMENT NO. 194
(SECOND READING AND ADOPTION)

4. Approve a Resolution Establishing the Job Classification and Job Duties for the Full-Time Sustainability Technician Position. (200)

1. Approved Resolution No. 7322 establishing the job classification for the Sustainability Technician Position.

Resolution No.7322 A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF PICO RIVERA, CALIFORNIA, ESTABLISHING THE JOB

CLASSIFICATION AND JOB DESCRIPTION FOR THE FULL-TIME

SUSTAINABILITY TECHNICIAN POSITION

5. Approve a Resolution Establishing Job Classification for the Full-Time Custodian Position. (200)

1. Approved Resolution No. 7323 establishing job classifications for the fulltime Custodian position.

Resolution No.7323 A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF PICO RIVERA, CALIFORNIA, ESTABLISHING THE JOB

CLASSIFICATION FOR THE FULL-TIME CUSTODIAN POSITION

6. Grant Acceptance from Century 21 Allstars for Downpayment Assistance Towards the Acquisition of 6325 Winodee Drive. (700)

1. Accepted the grant not-to-exceed $50,000 from Century 21 Allstars to be held in an endowment fund; and

2. Authorize the City Manager to execute an agreement to provide a down payment assistance grant of up to $50,000 to a qualified buyer to be selected by Century 21 Allstars for the purchase of 6325 Winodee Drive, Pico Rivera, California 90660.

Water Authority:

7. Minutes:
• Received and filed the Water Authority regular meeting of February 13, 2024

8. Notification of PFAS Contaminants in the Drinking Water. (1700)

1. Received and filed this report and authorized staff to notify customers regarding the detection of Perfluorooctaniesulfonic acid (PFOS), Perfluorooctanioic acid (PFOA), and Perfluorobutane sulfonic acid (PFBS), and/or Perfluorohexane sulfonic acid (PFHxS) in the 2024 Consumer Confidence Report for Water Quality.
3-12-24.CityCouncilMinutes

Page 4 of 7 ends

Motion by Councilmember/Commissioner Lutz, seconded by Mayor Pro Tem/Vice President Garcia to approve Consent Calendar Item Nos. 1 through 8. Motion carries by the following roll call vote:

AYES: Camacho, Garcia, Lutz, Lara
NOES: None
ABSENT: Sanchez
CONSENT CALENDAR ITEMS PULLED FOR FURTHER CLARIFICATION: None REGULAR AGENDA:

9. An Ordinance Amending Chapter 3.20 Purchasing, of the Pico Rivera Municipal Code, and a Resolution Adopting new Procurement Policies and Procedures. (700)
Motion by Councilmember Lutz, seconded by Councilmember Camacho to: 1) Waive first reading and introduction of Ordinance No. 1183 amending Chapter 3.20 Purchasing of the Pico Rivera Municipal Code; and 2) Approve Resolution No. 7324 adopting new citywide Procurement Policies and Procedures. Motion carries by the following roll call vote:

Ordinance No.1183 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PICO RIVERA, CALIFORNIA, AMENDING CHAPTER 3.20
(PURCHASING) OF THE PICO RIVERA MUNICIPAL CODE (FIRST

READING AND INTRODUCTION)
Resolution No.7324 A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF PICO RIVERA, CALIFORNIA, ADOPTING NEW CITYWIDE

PROCUREMENT POLICIES AND PROCEDURES
AYES: Camacho, Garcia, Lutz, Lara
NOES: None
ABSENT: Sanchez

10. Adoption of the 2024 Pico Rivera Legislative Platform. (100) Management Analyst Garcia provided a brief presentation highlighting the new 2024 Pico Rivera Legislative Platform including a synopsis on the formation of the platform, the goals, strategic plan categories, implementation, and 2024 federal, state, regional and local priorities.

City Council expressed their support for the new Pico Rivera Legislative Platform.

Motion by Councilmember Lutz, seconded by Councilmember Camacho to adopt the 2024 Pico Rivera Legislative Platform that will guide the City’s legislative priorities and funding pursuits at the local, regional, state, and federal levels of government. Motion carries by the following roll call vote:
3-12-24.CityCouncilMinutes

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AYES: Camacho, Garcia, Lutz, Lara
NOES: None
ABSENT: Sanchez
CITY MANAGER/STAFF REPORTS:

City Manager Carmona commented on the recent $850,000 in grant funding received for the City of Pico Rivera’s Historic Whittier Boulevard Neighborhood Paseos project secured by Congresswoman Linda T. Sanchez.

GOOD OF THE ORDER (INTERGOVERNMENTAL AGENCY MEETINGS, AB 1234 REPORTS, NEW BUSINESS, OLD BUSINESS):

Councilmember Lutz reported on his attendance at a recent Gateway Cities COG meeting where federal funding was discussed and requested for staff to research the establishment of a Veteran or First Responders First Time Home Buying grant program; seconded by Mayor Pro Tem Garcia.

Councilmember Camacho reported on his attendance at the Presidential State of the Union Address. He and Mayor Pro Tem Garcia highlighted the 100th Birthday celebration for resident Veteran Joe Hilario.

Mayor Pro Tem Garcia and Mayor Lara commented on the REACH Mini Olympics event held at Smith Park.

Councilmember Camacho, Mayor Pro Tem Garcia and Mayor Lara commented on the recent Opening Day ceremony for Smith Park Pony Baseball and acknowledged City staff on the park maintenance.

Mayor Lara reported on a recent Infrastructure Ad Hoc Committee meeting covering various topics including the Mines Avenue project, PFAS water filters, and Friendship Avenue. Additionally, he commented on the Chamber of Commerce 2024 Wesley Kruse Scholarship Fund Golf Tournament Fundraising event and requested a crosswalk safety assessment; seconded by Councilmember Camacho.

City Attorney Alvarez-Glasman stated that a second Closed Session item regarding Real Property Negotiators be added to the Agenda.

Motion by Councilmember Camacho, seconded by Mayor Pro Tem Lara to add item (b) Conference with Real Property Negotiators, Government Code section 54956.8 to the agenda. Motion carries by the following roll call vote:

AYES: Camacho, Garcia, Lutz, Lara
NOES: None
ABSENT: Sanchez
Recessed to Closed Session at 7:06 p.m.
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ALL FOUR CITY COUNCIL MEMBERS WERE PRESENT
Reconvened from Closed Session at 7:30 p.m.

ALL FOUR CITY COUNCIL MEMBERS WERE PRESENT
CLOSED SESSION(S):
a. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code Section 54956.8
Property: 6375-016-906 and 6374-015-902
Agency Negotiator: Steve Carmona, City Manager
Negotiating Parties: San Gabriel Valley Council of Governments and Alameda Corridor-East Construction Authority
Under Negotiation: Price and Terms
City Attorney Alvarez-Glasman stated that City Council was briefed; no final action was taken and there was nothing further to report.
b. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Pursuant to Government Code Section 54956.8
Property: 6373-019-017
Agency Negotiator: Steve Carmona, City Manager
Negotiating Parties: PICOPRO LLC
Under Negotiation: Price and Terms
City Attorney Alvarez-Glasman stated that City Council was briefed; no final action was taken and there was nothing further to report.

ADJOURNMENT:

Mayor/President Lara adjourned the City Council and Water Authority meeting at 7:31 p.m. in memory of former City employee and Retiree Roger Alvarado. There being no objection it was so ordered.

AYES: Camacho, Garcia, Lutz, Lara
NOES: None
ABSENT: Sanchez

_____________________________________
Andrew C. Lara, Mayor/President
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Page 7 of 7 ends

ATTEST:
_______________________________
Cynthia Ayala, CMC, City Clerk/Authority Secretary
I hereby certify that the foregoing is a true and correct report of the proceedings of the City Council regular meeting dated March 12, 2024 and approved by the City Council on March 26, 2024.
________________________________
Cynthia Ayala, CMC, City Clerk/Authority Secretary
MEETING DATE: 03/26/2024

CHECK DATE STARTING ENDING AMOUNT
CHECK NUMBERS: 03/01/24-03/14/24 294062 294170 $1,485,529.52 ACH NUMBERS: 03/01/24-03/14/24 13364 13429 $1,005,158.74

PRE-NOTE
TOTAL REGISTER AMOUNT: $ 2,490,688.26
13th WARRANT REGISTER OF THE 2023 - 2024 FISCAL YEAR
SPECIAL CHECKS/EFT 13404, 13428

VOIDED CHECKS
3 Number Date Description
Transaction
Amount
294062 03/05/2024 $61.76
Account Type
Non-Residential
294063 03/05/2024 $349.21
Account Type
Construction
294064 03/05/2024 $10.84
Account Type
Multi-Family Residential
294065 03/05/2024 $7.23
294066 03/05/2024 03/12/2024 $29.04
294067 03/05/2024 $9.38
Account Type
Single-Family Residential
294068 03/05/2024 03/12/2024 $321.57
294069 03/05/2024 $1,445.99
CBC GenOpe - CBC General Operating
Check
Utility Management Refund *MURTEX FIBER SYSTEMS
Description Transaction Date Transaction Type
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
Description Transaction Date Transaction Type
02/21/2024 Other
02/21/2024 Other
Utility Management Refund AC BRAY CONSTRUCTION
02/21/2024 Other
Utility Management Refund AMAYA, DEANNA
Utility Management Refund ALVARADO, BIANCA
Description Transaction Date Transaction Type
02/01/2024 Other
Utility Management Refund LYDIA DURAN CHILDRENS TRUST
Utility Management Refund CENTIMA, CHAMNIAN
Utility Management Refund CISNEROS, MYRIAN
Description Transaction Date Transaction Type
Utility Management Refund METRO BUILDERS & ENGINEERS GROUP user: Georgina Maldonado Pages: 1 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
294070 03/05/2024 $112.97
294071 03/05/2024 $70.24
Account Type
Non-Residential
294072 03/05/2024 $114.00
Account Type
Single-Family Residential
294073 03/05/2024 $14.84
Account Type
Single-Family Residential
294074 03/05/2024 03/12/2024 $78.81
Account Type
Single-Family Residential
294075 03/05/2024 $1,388.97
294076 03/05/2024 $13.55
Account Type
Single-Family Residential
Description Transaction Date Transaction Type
02/21/2024 Other
Utility Management Refund MLP PROPERTIES, LLC
Utility Management Refund MURTEX FIBER SYSTEMS
02/26/2024 Refund Adjustment
Utility Management Refund OROPEZA, KRISTIN
Utility Management Refund NUNO, MASHA
Description Transaction Date Transaction Type
Utility Management Refund RODRIGUEZ, NOE
Description Transaction Date Transaction Type
Description Transaction Date Transaction Type
02/21/2024 Other
Utility Management Refund URBINA, MARIA
Description Transaction Date Transaction Type
02/21/2024 Other
Utility Management Refund SAK CONSTRUCTION LLC
02/21/2024 Other
user: Georgina Maldonado Pages: 2 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
294077 03/05/2024 $87.23
294078 03/06/2024 03/12/2024 $136.03
Invoice Amount
115795 $136.03
294079 03/06/2024 $20.74
Invoice Amount
8810404628034 $20.74
294080 03/06/2024 $42.55
Invoice Amount
8810404628038 $42.55
294081 03/06/2024 03/12/2024 $9,335.00
Invoice Amount
9803-0266-14 $1,520.00
9803-0266-12-A $7,815.00
294082 03/06/2024 $10,235.00
Invoice Amount
2024MARATTYFEES $10,235.00
Accounts Payable 1st Jon Inc
Description
COMMUNITY GARDENS RESTROOM 2/13/24-3/11/24
Utility Management Refund VALDEZ, NADIA
Accounts Payable Advantec Consulting Engineering
Description
PROF SVCS 12/01/23-12/31/23, ITS MASTER PLAN
Accounts Payable ADVANCE AUTO PARTS
Description

MECHANIC SHOP SUPPLIES
Accounts Payable ADVANCE AUTO PARTS
Description

MECHANIC SHOP SUPPLIES
CITY ATTORNEY RETAINER FEE MARCH 2024
PROF SVCS 10/01/23-10/31/23, ITS MASTER PLAN
Accounts Payable Alvarez-Glasman & Colvin
Description
user: Georgina Maldonado Pages: 3 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
294083 03/06/2024 $694.58
Invoice Amount
2334-24 $694.58
294084 03/06/2024 $75.00
Invoice Amount
COMSTP013124-AA $75.00
294085 03/06/2024 $420.00
Invoice Amount
145255 $420.00
294086 03/06/2024 $1,870.59
Invoice Amount
2-22-24-05 $1,870.59
294087 03/06/2024 03/12/2024 $15,405.53
Invoice Amount
107611 $1,511.93
107610 $13,893.60
294088 03/06/2024 03/12/2024 $132,936.60

STAGE BANNERS FOR EASTER EVENT
Accounts Payable ASCENCIO, ANA ROSA
Description
Accounts Payable American Marker
Description
SENIOR CENTER EVENT CATERING 02/22/24
Accounts Payable CivicWell
Description
ONLINE DRIVER'S ED FOR JANUARY-FEBRUARY 2024
Accounts Payable Catering by Herach & Ara
Description
COMMISSIONER STIPEND FOR MEETING 01/31/24
Accounts Payable Bay Area Driving School, Inc.

Description
PROFESSIONAL SVCS 12/1/23-12/31/23, WHITTIER BL SPECIFIC PLAN PROFESSIONAL SVCS 12/1/23-12/31/23, WHITTIER BL CALTRANS GRANT Accounts Payable DAHLIN GROUP, INC
user: Georgina Maldonado Pages: 4 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
Invoice Amount
2401-225 $11,930.00
2401-224 $121,006.60
294089 03/06/2024 $456.82
Invoice Amount
200497780 $456.82
294090 03/06/2024 03/12/2024 $30,885.00
Invoice Amount
202400538 $30,885.00
294091 03/06/2024 $360.00
Invoice Amount
LKEli-WINWk7-24 $180.00
LKELI-WINWK8-24 $180.00
294092 03/06/2024 $75.00
Invoice Amount
COMSTP020824-RS $75.00
294093 03/06/2024 $160.56
Accounts Payable Daniels Tire Service
Description
Commercial tires for City Fleet & Equipment
Description
PROF SVCS THROUGH 01/31/24, PR YOUTH CENTER RENOVATION
PROF SVCS THROUGH 01/31/24, SMITH PARK AQUATIC CENTER
OFFICIATING SVCS 3/1/24 & 3/2/24
Accounts Payable ESTRADA SANTOS, ROCIO
Description
Accounts Payable ELISALDEZ, LOUIS
Description
OFFICIATING SVCS 02/23/24-02/24/24
Accounts Payable Dudek
Description
PROF SVCS 12/30/23-01/26/24, COMMUNITY CITYWIDE OBJECTIVE DESIGN COMMISSIONER STIPEND FOR MEETING 02/08/24
Accounts Payable Ewing Irrigation Products Inc
user: Georgina Maldonado Pages: 5 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
Invoice Amount
21526689 $160.56
294094 03/06/2024 $75.00
Invoice Amount
COMSTP020824-KG $75.00
294095 03/06/2024 03/13/2024 $748,783.06
Invoice Amount
PROGRESS PMT 4 $788,192.70
PROGRESS PMT 4-A ($39,409.64)
294096 03/06/2024 $3,198.15
Invoice Amount
61476 $1,066.05
61319 $2,132.10
294097 03/06/2024 03/12/2024 $180.00
Invoice Amount
AJon-WINWk7-24 $90.00
AJON-WINWK8-24 $90.00
COMMISSIONER STIPEND FOR MEETING 02/08/24
Accounts Payable GRIFFITH COMPANY
Description

IRRIGATION AND LANDSCAPING SUPPLIES
Accounts Payable GARCIA, KIMBERLY
Description
Description
Accounts Payable JONES, ANDRE
Description
OFFICIATING SVCS 02/23/24
Description
TRANSPORTATION FOR MOM & SON BOWLING EVENT, 02/24/24
TRANSPORTATION FOR MINI OLYMPICS, 02/28/24
PROF SVCS 11/21/23-12/26/23, PR REGIONAL BIKEWAY PROJECT PROF SVCS 11/21/23-12/26/23, PR REGIONAL BIKEWAY PROJECT Accounts Payable Inland Empire Stages, LTD
OFFICIATING SVCS 3/1/24
user: Georgina Maldonado Pages: 6 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
294098 03/06/2024 03/12/2024 $2,265.67
Invoice Amount
JB81137-18 $2,265.67
294099 03/06/2024 $28,362.57
Invoice Amount
242124EC $21,293.29
242173EC $7,069.28
294100 03/06/2024 $1,387.94
Invoice Amount
16136978 $1,387.94
294101 03/06/2024 03/12/2024 $75.00
Invoice Amount
COMSTP020824-ML $75.00
294102 03/06/2024 03/12/2024 $78.00
Invoice Amount
842265 $78.00
294103 03/06/2024 $1,750.00
PRV-TRANSIT/TRANSIENT DEPUTY 01/04/24-01/30/24
HELICOPTER SVC JANUARY 2024
Accounts Payable LEAF CAPITAL FUNDING LLC
PROF SVCS 05/22/22-12/29/23, PR HIGHWAY SAFETY IMPROVEMENT Accounts Payable LA County Sheriffs Department
Description
Accounts Payable KOA Corp./CBM Consulting Inc.

Description
Description
REFUND FOR CANCELLED CHICAGO AT THE PANTAGES 03/23/24
Accounts Payable Milagro Media Strategies
Description
COMMISSIONER STIPEND FOR MEETING 02/08/24
Accounts Payable LOPEZ, RUTHIE
Description
Lease of Konica Minolta C4070 Copier FY 23-24
Accounts Payable LIZARRAGA, MARICELA
user: Georgina Maldonado Pages: 7 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
Invoice Amount
2018 $1,750.00
294104 03/06/2024 03/12/2024 $227.42
Invoice Amount
71053 $114.88
71280 $112.54
294105 03/06/2024 03/13/2024 $5,780.00
Invoice Amount
241 $5,780.00
294106 03/06/2024 $400.00
Invoice Amount
1273437-A $400.00
294107 03/06/2024 03/12/2024 $2,880.00
Invoice Amount
92207088 $2,880.00
294108 03/06/2024 03/12/2024 $414.46
Invoice Amount
Accounts Payable Ollin Strategies
Description
CONSULTING SVCS FEBRUARY 2024
Description
WEEKLY OON1 & OON2 ENROLLMENT NOTICES.

WEEKLY OON1 & OON2 ENROLLMENT NOTICES.

Description
PUBLIC RELATIONS AND MEDIA SVCS FEBRUARY 2024
Accounts Payable Minuteman Press
Accounts Payable PB Loader Corporation
Description
Accounts Payable PACIFIC SOUND CONTROL
Description
SENIOR CENTER PORTABLE WALL MAINTENANCE 02/16/24
Accounts Payable On The Go DJ Pro, Inc
Description
SENIOR CENTER DJ ENTERTAINMENT 3/20/24
user: Georgina Maldonado Pages: 8 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
IN0021213 $414.46
294109 03/06/2024 $75.00
Invoice Amount
COMSTP013124-RP $75.00
294110 03/06/2024 $77.43
Invoice Amount
2024PETCASRE0224 $77.43
294111 03/06/2024 $16,244.70
Invoice Amount
2023DEC-PICOWD-A $5,392.85
2023DEC-PICOWD-B $10,818.79
2023DEC-PICOWD-C $33.06
294112 03/06/2024 03/12/2024 $5,000.00
Invoice Amount
24-002 $5,000.00
294113 03/06/2024 $200.00
Invoice Amount

ASPHALT MATERIALS
Accounts Payable Pico Water District
Description
UTILITIES FOR DECEMBER 2023
Accounts Payable PETTY CASH
Description
REPLENISH PETTY CASH FEBRUARY 2024
Accounts Payable PEREZ, ROBERT
Description
COMMISSIONER STIPEND FOR MEETING 1/31/24
Description
Description
LAW ENFORCEMENT SVCS FEBRUARY 2024
Accounts Payable Quinn Company
UTILITIES FOR DECEMBER 2023
UTILITIES FOR DECEMBER 2023
Accounts Payable PM Law Enforcement Services, LLC
user: Georgina Maldonado Pages: 9 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
S26201011 $200.00
294114 03/06/2024 $548.69
Invoice Amount
19615 $548.69
294115 03/06/2024 $180.00
Invoice Amount
CRod-WINWk7-24 $90.00
CROD-WINWK8-24 $90.00
294116 03/06/2024 03/12/2024 $137.00
Invoice Amount
2250 $40.00
2677 $12.00
2675 $60.00
2652 $25.00
294117 03/06/2024 03/13/2024 $3,942.27
Invoice Amount
FAUD-00004195 $3,942.27

REPLACEMENT LICENSE PLATES
Accounts Payable Roadline Products Inc., USA
Accounts Payable Salgado Tire Service
Description
TIRE REPAIR UNIT 298
Description
OFFICIATING SVCS 02/23/24
OFFICIATING SVCS 3/1/24
Description
Paint for street painting/markings
Accounts Payable RODRIGUEZ, CHRISTIAN, ARTURO
Accounts Payable State Controller's Office
Description
ANNUAL STREET REPORT FY 22/23, 7/1/23-6/30/24

MECHANIC SHOP SUPPLIES

TIRE MOUNT FOR PARKS GATOR
user: Georgina Maldonado Pages: 10 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
294118 03/06/2024 03/13/2024 $12,330.93
Invoice Amount
I767042 $12,330.93
294119 03/06/2024 $2,242.03
Invoice Amount
INVP501403312 $665.02
INVP501395272 $1,577.01
294120 03/06/2024 $2,392.50
Invoice Amount
2023-1103 $2,392.50
294121 03/06/2024 $1,519.19
Invoice Amount
11735 $1,519.19
294122 03/06/2024 03/12/2024 $1,818.00
Invoice Amount
CINV-034239 $1,818.00
294123 03/06/2024 03/13/2024 $125.00
Accounts Payable TAPCO
Description
Lighted street signs for Paramount Blvd.

PROF SVCS 12/01/23-12/31/23, BARTOLO DRAINAGE DITCH PROJECT Accounts Payable Tripepi, Smith and Associates, Inc.

Description
Weed abatement materials for streets & parks
Accounts Payable TKE Engineering Inc.

Description
Accounts Payable Target Specialty Products
Description
Weed abatement materials for streets & parks
2024 ACA MARCH PAYMENT
Accounts Payable VERNOLA'S TOWING SERVICE

PROFESSIONAL SVCS FOR MEDIA MANAGEMENT OF POWER CHOICE MARKETING Accounts Payable TRUSAIC
Description
user: Georgina Maldonado Pages: 11 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
Invoice Amount
57156 $125.00
294124 03/13/2024 $729.61
Invoice Amount
22081 $729.61
294125 03/13/2024 $7,000.00
Invoice Amount
202402-0074 $7,000.00
294126 03/13/2024 $7,000.00
Invoice Amount
202401-0130 $7,000.00
294127 03/13/2024 $48.00
Invoice Amount
1618531 $48.00
294128 03/13/2024 $164.37
Invoice Amount
240306069101 $164.37
TOWING SVCS, UNIT 222
Accounts Payable A & G SALES
Description
Description
PROFESSIONAL SVCS FOR THE MONTH JANUARY 2024
Accounts Payable ANGUIANO, ARLENE
Description
PROFESSIONAL SVCS FEBRUARY 2024
Accounts Payable ACTUM CA OPCO, LLC
Description

MAINTENANCE SUPPLIES, SPORTS ARENA
Accounts Payable ACTUM CA OPCO, LLC
Description
AFTER HOURS ANSWERING SVC MARCH 2024, WATER DEPT.

REFUND FOR TIKI TAKA CLASS
Accounts Payable Ansafone Contact Center, Labell Exchange & BTE Com Description
user: Georgina Maldonado Pages: 12 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
294129 03/13/2024 $236.21
Invoice Amount
244100500286 $236.21
294130 03/13/2024 $2,500.00
Invoice Amount
24106 $2,500.00
294131 03/13/2024 $670.32
Invoice Amount
B2728755 $670.32
294132 03/13/2024 $9,355.00
Invoice Amount
10593 $9,355.00
294133 03/13/2024 $2,971.45
Invoice Amount
8406709728 $218.30
8406709726 $1,496.41
8406710039 $1,112.03

MONTHLY EQUIPMENT MAINTANCE
Accounts Payable BARNUM STAGE RENTAL, LLC
Description
Accounts Payable Auto-Chlor System
Description
PROF SVCS 01/01/24-01/25/24, PICO RIVERA CAP2023
Accounts Payable CINTAS CORP.

Description

VALENTINE CARDS & GRAMS
Accounts Payable CASCADIA CONSULTING SERVICES
Description
MOBILE STAGE RENTAL FOR EASTER EVENT, 03/23/24
Accounts Payable CardsDirect, Inc.

Description

REPLENISH AND SERVICE FIRST AID KITS AND AED

REPLENISH AND SERVICE FIRST AID KITS AND AED
user: Georgina Maldonado Pages: 13 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
8406709727 $144.71
294134 03/13/2024 $27,607.31
Invoice Amount
2400675 $27,607.31
294135 03/13/2024 $7,050.00
Invoice Amount
L241093138 $7,050.00
294136 03/13/2024 $10,500.00
Invoice Amount
75001974 $10,500.00
294137 03/13/2024 $4,436.00
Invoice Amount
SI-1298660 $4,436.00
294138 03/13/2024 $180.00
Invoice Amount
LKEli-WINWk6-24 $180.00
TRAFFIC SIGNAL MAINTENANCE OCT., NOV., DEC. 2023
Accounts Payable CliftonLarsonAllen LLP
Description

REPLENISH AND SERVICE FIRST AID KITS AND AED GOLF COURSE Accounts Payable City of Santa Fe Springs
Description
Juniper Care Software Support - 1 year
Accounts Payable ELISALDEZ, LOUIS
Description

RENEW SOFTWARE LICENSING
Accounts Payable CPACINC.COM
Description
AUDIT SVCS PERFORMED FOR 6/30/23
Accounts Payable Connection- Publics Sectors Solutions
Description
OFFICIATING SVCS 02/16/24-02/17/24
user: Georgina Maldonado Pages: 14 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
294139 03/13/2024 $500.00
Invoice Amount
54732 $500.00
294140 03/13/2024 $1,500.00
Invoice Amount
0403 $1,500.00
294141 03/13/2024 $399.35
Invoice Amount
027035287 $399.35
294142 03/13/2024 $2,800.00
Invoice Amount
032324 $2,800.00
294143 03/13/2024 $2,957.17
Invoice Amount
IN7102780633 $2,957.17
294144 03/13/2024 $2,744.21
Invoice Amount
FACE PAINTING & BALLOON ARTISTS FOR EASTER EVENT 03/23/24 Accounts Payable Galls Parent Holdings, LLC
Description
PUPPET SHOW FOR EASTER EVENT, 03/23/24
Accounts Payable FUENTES, LILIANA
Description
Accounts Payable FRANKLIN HAYNES MARIONETTES
Description
TELECOMMUNICATIONS SERVICES VOIP MARCH 2024
Accounts Payable HELPMATES STAFFING SERVICE, LLC
Description
PETTING ZOO FOR EASTER EVENT 03/23/24
Accounts Payable GoTo Communications, Inc.

Description

RAIN PANTS FOR STAFF
Accounts Payable GIDDY UP RANCH
Description
user: Georgina Maldonado Pages: 15 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
000458369 $2,744.21
294145 03/13/2024 $4,052.89
Invoice Amount
257952 $3,117.22
257951 $935.67
294146 03/13/2024 $787.50
Invoice Amount
PC 6968-A $787.50
294147 03/13/2024 $586.96
Invoice Amount
16162485 $586.96
294148 03/13/2024 $2,000.00
Invoice Amount
invoice0045 $2,000.00
294149 03/13/2024 $447.44
Invoice Amount
345225 $447.44
Description
PROF SVCS 01/01/24-01/31/24, 9528 BEVERLY BLVD
Accounts Payable LEAF CAPITAL FUNDING LLC
POSTAGE 1/31/24-2/26/24
MAIL PREP SVCS 1/31/24-2/26/24
Accounts Payable Jas Pacific, Inc.

TEMPORARY EMPLOYEE, NICOLE CASTILLO AND TERESA SANCHEZ
Accounts Payable InfoSend, Inc
Description
Description

EQUIPMENT MAINTENANCE AND REPAIR
Description
MAGICIAN FOR EASTER EVENT 03/23/24
Accounts Payable Monarch Bearing Co., Inc.

Description
LEASE OF PLOTTER AND TRIUMPH 5225
Accounts Payable MAGIC ENTERTAINMENT
user: Georgina Maldonado Pages: 16 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
294150 03/13/2024 $41,479.92
Invoice Amount
0085131 $32,929.92
0085083 $4,367.00
0085084 $4,183.00
294151 03/13/2024 $41,680.00
Invoice Amount
PICO2301-01 $41,680.00
294152 03/13/2024 $6,107.50
Invoice Amount
375696 $397.50
375697 $1,965.00
375698 $1,245.00
362139 $1,035.00
375699 $1,465.00
294153 03/13/2024 $400.00
Invoice Amount
1274363 $400.00
Accounts Payable Moore Iacofano & Goltsman Inc
PROF SVCS THROUGH 12/31/23, BEV-CARLSON PROPERTY NEW BRIDGE Accounts Payable NV5, Inc.

Description
PROF SVCS 01/01/24-01/31/24, PR MAJOR CORRIDORS MEDIAN
Accounts Payable NCM Engineering Corporation
Description
Description
PROF SVCS 01/01/24-01/31/24, HISTORIC WHITTIER BLVD MULTI-MODAL PROF SVCS 01/01/24-01/31/24, PR ROSEMEAD BLVD MEDIAN
Description
SENIOR CENTER DJ ENTERTAINMENT 03/25/24
PROF SVCS 09/25/23-10/31/23, 10016 BEVERLY BLVD SEWER PLAN PROF SVCS 01/01/24-01/31/24, PM83251 BEVERLY WAREHOUSE LLA Accounts Payable On The Go DJ Pro, Inc
PROF SVC 01/01/24-01/31/24, FINAL PARCEL MAP 83351
PROF SVCS 01/01/24-01/31/24, 10016 BEVERLY BLVD WAREHOUSE PROF SVCS 01/01/24-01/31/24, 10016 BEVERLY SEWER PLAN
user: Georgina Maldonado Pages: 17 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
294154 03/13/2024 $320.00
Invoice Amount
POSTMASTANNUAL24 $320.00
294155 03/13/2024 $3,975.00
Invoice Amount
1920J $1,962.00
1919J $890.00
1918J $1,123.00
294156 03/13/2024 $656.04
Invoice Amount
2024MARSANGABVAL $656.04
294157 03/13/2024 $1,425.05
Invoice Amount
49408 $1,425.05
294158 03/13/2024 $48,459.82
Invoice Amount
LW-1043859 $48,459.82
Accounts Payable Postmaster-Santa Fe Springs Post Office BACKFLOW REPAIR, 8450 SERAPIS
Accounts Payable San Gabriel Valley Water Co
Description
Description

BACKFLOW REPAIR, RIVERA PARK

BACKFLOW REPAIR
Description
ANNUAL PERMIT FEE 2024
Accounts Payable RIPPLE PLUMBING
WATER CONNECTIONS ANNUAL FEES 07/01/23-06/30/24

BRONZE PLAQUE
Accounts Payable State Water Resources Control Board (SWRCB) Description
UTILITIES 1/25/24-2/27/24
Accounts Payable Saxton Industrial, Inc.

Description
user: Georgina Maldonado Pages: 18 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
294159 03/13/2024 $2,300.00
Invoice Amount
29836 $2,300.00
294160 03/13/2024 $68,079.00
Invoice Amount
25131 $68,079.00
294161 03/13/2024 $66,684.06
Invoice Amount
2024RAV4-3 $33,342.03
2024RAV4-2 $33,342.03
294162 03/13/2024 $43,714.09
Invoice Amount
S100126878.002 $2,723.11
S100127924.001 $4,172.50
S100128030.001 $1,070.84
S100128508.001 $864.08
S100127261.001 $5,636.44
S100127328.001 $29,247.12
Accounts Payable Super Birthday, Inc
Description
PURCHASE OF 2 NEW VEHICLES FOR PUBLIC WORKS
PURCHASE OF 2 NEW VEHICLES FOR PUBLIC WORKS
Accounts Payable United Waterworks, Inc

PICO RIVERA OUTDOOR FIELD RESTROOM REPLACEMENT
Accounts Payable TOYOTA OF WHITTIER
Description
TRAIN FOR EASTER EVENT,03/23/24
Accounts Payable THE PUBLIC RESTROOM COMPANY
Description

EMERGENCY FIRE HYDRANT REPLACEMENT

MAINTENANCE SUPPLIES

MAINTENANCE SUPPLIES
Description

MAINTENANCE SUPPLIES

MAINTENANCE SUPPLIES
user: Georgina Maldonado Pages: 19 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
294163 03/13/2024 $6,927.50
Invoice Amount
001 $6,927.50
294164 03/14/2024 $397.71
Invoice Amount
031424 $397.71
294165 03/14/2024 $50.00
Invoice Amount
031424 $50.00
294166 03/14/2024 $500.00
Invoice Amount
031424 $500.00
294167 03/14/2024 $347.23
Invoice Amount
030124 $347.23
294168 03/14/2024 $82.00
Accounts Payable LOUIE, KENNETH, L.

Description
EMPLOYEE DEDUCTION FOR P/E 03/08/24
Accounts Payable Levying Officer
Description
EMPLOYEE DEDUCTION FOR P/E 03/08/24
Accounts Payable Franchise Tax Board
Description
PROFESSIONAL SVCS 2/24/24-3/8/24, TEMP FINANCE DIRECTOR Accounts Payable BMG Money, Inc
Description
SUPPLEMENTAL LIFE INSURANCE FOR MARCH 2024
Accounts Payable SEIU Local 721-COPE
EMPLOYEE DEDUCTION FOR P/E 03/08/24
Accounts Payable NUFIC
Description
user: Georgina Maldonado Pages: 20 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
Invoice Amount
031424 $82.00
294169 03/14/2024 $2,615.26
Invoice Amount
030124 $2,615.26
294170 03/14/2024 $190.91
Invoice Amount
325019 $190.91
$1,485,529.52
13364 03/06/2024 $24,422.57
Invoice Amount
030124PR $24,422.57
13365 03/06/2024 $472.97
Invoice Amount
318394-00 $472.97
COPE FEES FOR P/E 03/08/24
Accounts Payable Standard Insurance Company
Description
Description
Accounts Payable (Troon) Indigo Sports, LLC
Description
PAYROLL FOR GOLF COURSE 02/16/24-03/01/24
DENTAL SERVICES (DHMO) FOR MARCH 2024
Type Check Totals:

EFT
VISION SERVICES FOR MARCH 2024
Accounts Payable Western Dental Services, Inc.

Description
Accounts Payable AAA Electrical Supply, Inc.

Description

SUPPLIES FOR CITY HALL KITCHEN PROJECT
user: Georgina Maldonado Pages: 21 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
13366 03/06/2024 $4,353.75
Invoice Amount
8853 $1,670.00
8781 $2,308.75
9159-B $375.00
13367 03/06/2024 $5,525.93
Invoice Amount
5860262233 $5,525.93
13368 03/06/2024 $168.00
Invoice Amount
145351 $168.00
13369 03/06/2024 $7,942.75
Invoice Amount
24021065 $7,448.75
24011100 $494.00
13370 03/06/2024 $199.00
Invoice Amount
2402632 $199.00
PROF SVCS JULY 2023, BUISNESS GRANT PROGRAM
PROF SVCS NOVEMBER 2023, CDBG PROGRAM MANAGEMENT-CV
Accounts Payable Aramark
Accounts Payable Advanced Avant-Garde Corp.

Description
PROF SVCS AUGUST 2023, BUSINESS GRANT PROGRAM
Description
PROF SVCS 01/01/24-01/28/24, WHITTIER BRIDGE STUDY
PROF SVCS 11/24/23-12/31/23, WHITTIER BRIDGE STUDY
Description
INSTRUCTOR FOR TAI CHI CLASS, 02/13/24-03/05/24
Accounts Payable BKF Engineers
Description

UNIFORM RENTAL SVCS
Accounts Payable BACLIG, ANTHONY
Accounts Payable Corporate Image Marketing, Inc
Description
PRIME 800 # FOR JANUARY 2024
user: Georgina Maldonado Pages: 22 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
13371 03/06/2024 $2,507.93
Invoice Amount
82018476 $2,507.93
13372 03/06/2024 $2,654.63
Invoice Amount
30230 $2,187.63
30229 $467.00
13373 03/06/2024 $4,233.55
Invoice Amount
36442 $1,974.90
36445 $2,258.65
13374 03/06/2024 $944.00
Invoice Amount
263270 $944.00
13375 03/06/2024 $64.66
Invoice Amount
123027 $64.66
Accounts Payable DIEGO'S AUTO REPAIR
Description
MAINTENANCE AND REPAIR, UNIT 209
Accounts Payable DE LAGE LANDEN FINANCIAL SERVICES, INC.

Description
CITYWIDE COPIERS LEASE 3/1/24-3/31/24
Description
PROF SVCS THROUGH 01/01/24-01/31/24, ELECTRIC VEHICLE CHARGING Accounts Payable JCL Traffic Services
LEGAL AD, GENERAL PLAN #62 & ZONE CODE AMENDMENT #194

LEGAL ADS, WAREHOUSE URGENCY ORDINANCE AND PLHA PLAN
Accounts Payable Interwest Consulting Group
FLEET MAINTENANCE REPAIR UNIT 287
Accounts Payable Eastern County Newspaper Group, Inc.

Description
Description

STREET SIGNS AND TRAFFIC CONTROL MATERIALS
user: Georgina Maldonado Pages: 23 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
13376 03/06/2024 $304,375.67
Invoice Amount
2024MARRBBISHFEE $304,375.67
13377 03/06/2024 $6,179.91
Invoice Amount
39361 $6,179.91
13378 03/06/2024 $75.00
Invoice Amount
COMSTP020824-PS $75.00
13379 03/06/2024 $385.00
Invoice Amount
2024-000484 $55.00
2024-000483 $65.00
2024-000482 $85.00
2024-000481 $65.00
2024-000477 $115.00
13380 03/06/2024 $2,880.21
Description
HAZARDOUS WASTE CLEANUP, 9432 CALL ST
Accounts Payable Patricia Saucedo
Description
RUBBISH ASSESSMENT FOR MARCH 2024
Accounts Payable Ocean Blue Environmental Services, Inc Accounts Payable NASA Services Inc
PEST CONTROL SVC FEBRUARY 2024, SMITH PARK
PEST CONTROL SVC FEBRUARY 2024, SENIOR CENTER
PEST CONTROL SVC FEBRUARY 2024, RIVERA PARK
Description
PEST CONTROL SVC FEBRUARY 2024, AL NATIVIDAD
PEST CONTROL SVC FEBRUARY 2024, RIO VISTA PARK
Description
COMMISSIONER STIPEND FOR MEETING 02/08/24
Accounts Payable Rousselle Company Inc.

Accounts Payable Security Signal Devices
user: Georgina Maldonado Pages: 24 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
Invoice Amount
R-00492160 $1,408.65
R-00484007 $1,471.56
13381 03/06/2024 $599.48
Invoice Amount
0062447-IN $200.00
0062674-IN $200.00
0062743-IN $199.48
13382 03/06/2024 $3,320.96
Invoice Amount
69438 $3,320.96
13383 03/06/2024 $30.35
Invoice Amount
4310-3 $30.35
13384 03/06/2024 $3,966.66
Invoice Amount
116445 $3,966.66

SAFETY SHOES FOR MOISE CARRANZA

SAFETY SHOES FOR CARLOS DEL TORO

BOOTS FOR DESIREE ALVAREZ
ALARM MONITORING 12/1/23-12/31/23
Accounts Payable Shoeteria, Inc.

Description
Description
ALARM MONITORING FOR FACILITIES 1/1/24-1/31/24
Accounts Payable Tristar Risk Management
Description
CLAIMS ADMIN FEES MARCH 2024
Accounts Payable The Sherwin-Williams Co.

Description

PAINT FOR FACILITIES
Accounts Payable Tanko Streetlighting, Inc
Description
STREET LIGHT MAINTENANCE AND REPAIR FEB 2024
user: Georgina Maldonado Pages: 25 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
13385 03/06/2024 $639.54
Invoice Amount
229199364-001 $639.54
13386 03/06/2024 $360.00
Invoice Amount
MVar-WINWk7-24 $180.00
MVAR-WINWK8-24 $180.00
13387 03/06/2024 $1,407.08
Invoice Amount
73916312 $172.99
73916313 $226.64
73918396 $227.72
73924975 $277.08
73924974 $330.73
73922715 $171.92
13388 03/06/2024 $1,282.05
Invoice Amount
82286933 $1,282.05
OFFICIATING SVCS 3/1/24 & 3/2/24
Accounts Payable Vulcan Materials Co.

Description
Accounts Payable Varos, Michael
Description
OFFICIATING SVCS 02/23/24-02/24/24
Accounts Payable United Rentals (North America), Inc
Description

REACH STORAGE
Accounts Payable Waxie Sanitary Supply
Description

JANITORIAL SUPPLIES FOR PARKS

ASPHALT MAINTENANCE

ASPHALT MAINTENANCE
user: Georgina Maldonado Pages: 26 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
13389 03/06/2024 $23,806.25
Invoice Amount
00231111 $17,940.00
00627120 $5,866.25
13390 03/04/2024 $22,739.00
Invoice Amount
Import - 13145 $22,739.00
13391 03/04/2024 $787.15
Invoice Amount
Import - 13146 $787.15
13392 03/04/2024 $121.98
Invoice Amount
Import - 13147 $121.98
13393 03/04/2024 $730.78
Invoice Amount
Import - 13148 $730.78
13394 03/04/2024 $697.97

WATER SVC
Accounts Payable So Calif Edison Company
Description
PROF SVCS THROUGH 01/26/24, PR TRAFFIC ENGINEERING SVCS Accounts Payable City of Pico Rivera
Description
Accounts Payable Willdan Engineering
Description
PROF SVCS THROUGH 01/31/24, PR INSPECTIONS

RADIO & TELECOMMUNICATION
Accounts Payable City of Pico Rivera
Radio & Telecommunication
Accounts Payable Verizon Wireless
Description

ELECTRIC SVC-VARIOUS LOCATIONS
Accounts Payable Frontier California
Description
user: Georgina Maldonado Pages: 27 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
Invoice Amount
Import - 13149 $697.97
13395 03/05/2024 $379.98
Invoice Amount
Import - 13150 $379.98
13396 03/05/2024 $331.72
Invoice Amount
Import - 13151 $331.72
13397 03/06/2024 $137.94
Invoice Amount
Import - 13152 $137.94
13398 03/06/2024 $2,262.98
Invoice Amount
Import - 13153 $2,262.98
13399 03/07/2024 $34,478.60
Invoice Amount
Import - 13154 $34,478.60
Description
ELECTRIC SVC-4670 ROSEMEAD
Accounts Payable City of Pico Rivera
Description
Radio & Telecommunication
Accounts Payable So Calif Edison Company
Description
WTR SVC 8940 KLINEDALE
Accounts Payable Frontier California
Description
ELECTRIC SVC-9357 KRUSE
GAS SVC-9201 WHITTIER
Accounts Payable So Calif Edison Company
Description
WTR SVC 8530 HASTY
Accounts Payable So Calif Gas Company
Description
user: Georgina Maldonado Pages: 28 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
13400 03/07/2024 $980.57
Invoice Amount
Import - 13156 $980.57
13401 03/08/2024 $183.65
Invoice Amount
Import - 13157 $183.65
13402 03/08/2024 $4,397.64
Invoice Amount
Import - 13158 $4,397.64
13403 03/11/2024 $140.17
Invoice Amount
Import - 13159 $140.17
13405 03/13/2024 $50,000.00
Invoice Amount
DEPOSITREC2024 $50,000.00
13406 03/13/2024 $892.37
Accounts Payable Time Warner Cable
Description
ELECTRIC SVC-9459 WHITTIER
Accounts Payable Frontier California
Description
Radio & Telecommunication
Accounts Payable So Calif Edison Company
Description

RADIO & TELECOMMINICATION
Accounts Payable Frontier California
Description

DEPOSIT RECEIVABLE
Accounts Payable AAA Electrical Supply, Inc.

Radio & Telecommunication
Accounts Payable (Troon) Indigo Sports, LLC
Description
user: Georgina Maldonado Pages: 29 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
Invoice Amount
318426-00 $278.45
318419-00 $264.29
318210-00 $272.48
318149-00 $77.15
13407 03/13/2024 $4,161.25
Invoice Amount
9105-B $911.25
9106 $2,080.00
10032 $1,170.00
13408 03/13/2024 $5,355.04
Invoice Amount
00913 $2,009.99
00919 $1,165.34
00911 $2,179.71
13409 03/13/2024 $1,235.55
Invoice Amount
924888981 $1,235.55

ELECTRICAL SUPPLIES FOR CITY HALL

ELECTRICAL SUPPLIES FOR CITY HALL
ELECTRICAL SUPPLIES UNIT 262
Description
Accounts Payable Advanced Printing
Description

PARKING CITATION ENVELOPES
PROF SVCS NOVEMBER 2023, CDBG PROGRAM MANAGEMENT
PROF SVCS NOVEMBER-DECEMBER 2023, 3009.21 SENIOR RESTROOM PROF SVCS JANUARY 2024, 3009.21 SENIOR RESTROOM
ELECTRICAL SUPPLIES UNIT 262
Accounts Payable Advanced Avant-Garde Corp.

Description
Description

PROTECTIVE MASKS FOR GO-GETTERS

CODE COURTESY DOOR HANGERS

PARKING CITATION PAMPHLET
Accounts Payable BSN Sports, LLC
user: Georgina Maldonado Pages: 30 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
13410 03/13/2024 $199.00
Invoice Amount
2403632 $199.00
13411 03/13/2024 $2,700.14
Invoice Amount
0498962 $10.98
0498961 $49.47
0498960 $83.66
0498959 $24.20
0498958 $311.69
0498957 $42.06
0498956 $123.47
0498955 $20.00
0500112 $30.16
0500113 $1,790.45
0499852 $214.00
13412 03/13/2024 $2,263.65
Invoice Amount
789333689 $2,263.65
Description
PRIME 800 # FOR FEBRUARY 2024
Accounts Payable GRM Information Management Services, Inc Accounts Payable Corporate Image Marketing, Inc
MONTHLY FILE STORAGE FEBRUARY 2024, CED
MONTHLY FILE STORAGE FEBRUARY 2024, CITY CLERK
MONTHLY ACCOUNT MAINTENANCE FEE, FEBRUARY 2024
MONTHLY FILE STORAGE FEBRUARY 2024, PW
MONTHLY FILE STORAGE FEBRUARY 2024, PARK & REC
MONTHLY FILE STORAGE FEBRUARY 2024, FINANCE
Description
INITIAL MOVEI N FEE FEBRUARY 2024
MONTHLY FILE STORAGE FEBRUARY 2024, BUILDING DIV
Accounts Payable Home Depot
Description

JANITORIAL SUPPLIES FOR CITY YARD
MONTHLY FILE STORAGE FEBRUARY 2024, HOUSING
SCANNING PROJECT FEBRUARY 2024, CED
MONTHLY SHREDDING SERVICES-FEBRUARY 2024
user: Georgina Maldonado Pages: 31 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
13413 03/13/2024 $54.57
Invoice Amount
464267 $36.38
464305 $18.19
13414 03/13/2024 $420.00
Invoice Amount
263089 $420.00
13415 03/13/2024 $8,439.91
Invoice Amount
152362 02 $1,836.79
152362 01 $1,806.72
156371 01 $4,796.40
13416 03/13/2024 $47,020.50
Invoice Amount
PR FEBRUARY-2024 $47,020.50
13417 03/13/2024 $48,335.08
Invoice Amount
23MS77 $34,938.00
Accounts Payable I Copy, Inc (ibe digital)
Description

MAINTENANCE AND TONER EQUIPMENT RIVERA PARK

MAINTENANCE SUPPLIES

MAINTENANCE SUPPLIES
PROF SVCS 01/01/24-01/31/24, 4820 DURFEE AVE
Accounts Payable Orange County Winwater Works
Description

MAINTENANCE AND TONER EQUIPMENT SMITH PARK
Accounts Payable Interwest Consulting Group
Description
Accounts Payable Stephen Doreck Equipment Rentals Inc.

Description

INSTALLATION OF FIRE HYDRANTS
Accounts Payable Southland Transit, Inc.

Description
PR DIAL A RIDE SVC FEBRUARY 2024
user: Georgina Maldonado Pages: 32 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
23MS49-02 $13,397.08
13418 03/13/2024 $270.64
Invoice Amount
23-2424758 $73.39
220240530 $197.25
13419 03/13/2024 $119,404.44
Invoice Amount
3853-013123 $119,404.44
13420 03/13/2024 $1,845.00
Invoice Amount
W4B2088 $250.00
W4B2089 $240.00
W4B2090 $170.00
W4B2091 $250.00
W4B2092 $180.00
W4B2093 $250.00
W4C0309 $120.00
W4C0310 $75.00
W4C0311 $250.00

ON-CALL EMERGENCY REPAIR SVCS
Accounts Payable Underground Service Alert of Southern California Description
Description

WATER QUALITY SAMPLING

WATER QUALITY SAMPLING
Description
GROUND WATER PRODUCTION & ASSESSMENT JANUARY 2024
Accounts Payable Weck Laboratories Inc.

MONTHLY TICKETS

MONTHLY DATABASE TICKETS
Accounts Payable Water Replenishment District of So. California

WATER QUALITY SAMPLING

WATER QUALITY SAMPLING
user: Georgina Maldonado Pages: 33 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
W4C0526 $60.00
13421 03/13/2024 $1,587.60
Invoice Amount
1248728-00 $1,587.60
13422 03/13/2024 $22,848.00
Invoice Amount
00231137 $6,600.00
00419701 $16,248.00
13423 03/14/2024 $6,376.22
Invoice Amount
031424 $6,376.22
13424 03/14/2024 $1,177.28
Invoice Amount
031424 $1,177.28
13425 03/14/2024 $663.00
Invoice Amount
031424 $663.00

WATER QUALITY SAMPLING
Accounts Payable Western Water Works Supply Company
Accounts Payable Nationwide Retirement Solutions
Description
EMPLOYEE/EMPLOYER CONTRIBUTIONS FOR P/E 03/08/24 (401A) Description
PROF SVCS THROUGH 01/31/24, PR CODE ENFORCEMENT SVCS
PROF SVCS THROUGH 01/26/24, PR REGIONAL BIKEWAY CIP 21280 Description

MAINTENANCE SUPPLIES
Accounts Payable Willdan Engineering
Accounts Payable PRMPCEA
Description
UNION DUES FOR P/E 03/08/24
Accounts Payable Nationwide RS
Description
PEHP BENEFIT/DEDUCTION FOR P/E 03/08/24
user: Georgina Maldonado Pages: 34 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
13426 03/14/2024 $1,729.73
Invoice Amount
031424 $1,729.73
13427 03/14/2024 $26,604.21
Invoice Amount
TROONPPE031524 $26,604.21
13428 03/14/2024 $136,658.34
Invoice Amount
03/14/2024 $136,658.34
13429 03/14/2024 $43,749.19
Invoice Amount
20240226 $43,749.19
$1,005,158.74
Accounts Payable SEIU Local 721
Description
UNION DUES FOR P/E 03/08/24
Accounts Payable US Bank Corporate Trust Services (CalCard) Description
CalCard- February 2024
Accounts Payable US Bank Corporate Trust Services
Description
PR WATER AUTHORITY REVENUE BONDS, 1999 SERIES A FOR MARCH 2024 Accounts Payable (Troon) Indigo Sports, LLC
Description
PAYROLL FOR GOLF COURSE 03/15/24
Type EFT Totals:
user: Georgina Maldonado Pages: 35 of 36 Thursday, March 14, 2024 Number Date Description
Transaction
Amount
City of Pico Rivera
Warrant Register
From Payment Date: 3/1/2024 - To Payment Date: 3/14/2024 Source Payee Name
Checks
EFTs
All
$2,490,688.26
$1,005,158.74
Transaction Amount
$1,485,529.52
Transaction Amount
Grand Totals:

Transaction Amount
CBC GenOpe - CBC General Operating Totals
user: Georgina Maldonado Pages: 36 of 36 Thursday, March 14, 2024 To: Mayor and City Council
From: City Manager
Meeting Date: March 26, 2024
Subject: SECOND READING – ADOPTION OF ORDINANCE NO.
1183 AMENDING CHAPTER 3.20 PURCHASING, OF THE

PICO RIVERA MUNICIPAL CODE
Recommendation:

1. Adopt Ordinance No. 1183 amending Chapter 3.20 Purchasing, of the Pico Rivera Municipal Code.

Fiscal Impact:

There is no cost associated with the proposed actions.

Background:

On March 12, 2024, the City Council introduced and waived the first reading of Ordinance No. 1183, amending Chapter 3.20 Purchasing, of the Pico Rivera municipal code and approved Resolution No. 7324 adopting new procurement policies and procedures.

The City of Pico Rivera (City) is required, under California Government Code sections 54201 through 54204, to adopt by ordinance, policies, and procedures that govern the purchase of supplies and equipment. The City’s procurement policies and procedures thresholds were last revised in 2021. Since then, several developments have required extensive revisions to the Pico Rivera Municipal Code (PRMC) and related procurement policies and procedures.

In an effort to improve policies and procedures and stay up-to-date with specific rules and regulations, staff has drafted proposed amendments to the Purchasing provisions of the Pico Rivera Municipal Code (PRMC)—namely, Chapter 3.20 Purchasing (Enclosure 1), and proposed new citywide Procurement Policies and Procedures to ensure purchasing rules and practices conform to current standards and best practices (Enclosure 2 / Exhibit A). The City reserves the right to modify, supplement, rescind, or revise any provision of the proposed policy from time to time as it deems necessary or appropriate at its discretion.
4 CITY COUNCIL AGENDA REPORT – MEETING OF MARCH 26, 2024 SECOND READING – ADOPTION OF ORDINANCE NO. 1183 AMENDING CHAPTER

3.20 PURCHASING, OF THE PICO RIVERA MUNICIPAL CODE

Page 2 of 5 ends

Discussion:

The City’s existing Purchasing Municipal Code procurement thresholds were last revised and adopted by the City Council on November 9, 2021. Since then, The City staff has faced some unnecessary obstacles and inefficiencies while operating under the current purchasing ordinance. These include the inability to respond to purchasing windows, dollar amount thresholds that are inconsistent with the current cost of goods and services, as well as the need to fulfill requirements that are impossible to meet. To address the changes, inquiries, and comments, City staff researched and analyzed pertinent provisions and policies adopted by various California cities. Based on the research results, staff proposes updates to Chapter 3.20 and revisions to the City’s purchasing policies for the City Council’s review and consideration.

The changes that have been proposed are a response to the most recent industry best practices. The newly established limits have been determined based on current market pricing volumes, taking inflation rates into consideration, and have been aligned with the City of Pico Rivera's mission, vision, and values. Additionally, the updated procurement process will lead to a reduction in staff processing time, particularly for lower limits and repetitive purchases. The updated rules, approved under Resolution No. 7324 during the March 12, 2024, City Council Meeting, have been integrated into new policies and procedures (Exhibit A). These changes are aimed at assisting City employees in making fiscally responsible purchases of materials, products, or services.

Proposed Changes to Chapter 3.20 (Purchasing)
After conducting a survey of procurement municipal codes and policies in various cities across California, our staff has found that many of them follow federal and state practices of adjusting procurement thresholds regularly to account for inflation and improve efficiency. The proposed changes to the Purchasing section of the PRMC (Chapter 3.20) and the newly proposed Procurement Policies and Procedures are as follows:
• Increase the Department Head’s approval authority from $5,000 to $10,000 • Increase the Finance Director’s approval authority from $30,000 to $40,000 • Increase the requirement of competitive bidding/selection from $30,000 to $40,000 • Increase the City Manager's approval authority from $50,000 to $60,000 • Approval from the City Council is required for procurement or services that cost $60,000 or more.

Below are hereby proposed amended language to read as follows (Deletions on Strikethrough and additions in Underline):

CITY COUNCIL AGENDA REPORT – MEETING OF MARCH 26, 2024
SECOND READING – ADOPTION OF ORDINANCE NO. 1183 AMENDING CHAPTER

3.20 PURCHASING, OF THE PICO RIVERA MUNICIPAL CODE

Page 3 of 5 ends

• Update Section 3.20.200 (“Sale of surplus supplies and equipment”) to read as follows:
o All department heads shall submit to the purchasing officer, at such times and in such forms as they shall prescribe, reports showing all supplies and equipment which are no longer used, or which have become obsolete or worn out. The purchasing officer shall have the authority to sell all personal property desired to be sold by the City, supplies, and equipment which cannot be used by any department, or which have become unsuitable for City use, or to exchange the same for or trade in the same on new supplies and equipment. Sales not exceeding sixty five thousand dollars ($60,000) shall be made pursuant to section 3.20.100 and sales of more than sixty five thousand dollars ($60,000) shall require approval of the City Council and be made pursuant to Section 3.20.110, except sales shall be made to the highest responsible bidder or by public auction to the highest bidder.

Notice of any public auction pursuant to this section shall be published in a newspaper of general circulation and posted on the City’s website at least ten (10) days prior to the date of the auction. The auction may be conducted by professional auctioneers who are compensated out of the proceeds of the sale, or by a flat or hourly fee. Records of all bids and payments conducted by professional auctioneers shall be provided to the City. The City Council may also elect to have the surplus supplies and equipment donated to a non-profit organization or other tax-exempt organization pursuant to Internal Revenue Code Section 510(c)(3) in lieu of sale. • Add new Section 3.20.025 (“Vehicle Purchasing Authority”) to read as follows:
o The acquisition of vehicles, which has been deemed necessary by the Public Works Director and City Manager through methods such as cooperative agreements, piggyback contracts, or sole source procurement, shall not require the City Council's approval prior to the purchase. However, if the purchase amount exceeds the City Manager’s approval threshold, it must be reported at the next City Council meeting for ratification. • Add new Section 3.20.075 (“Change Orders”) to read as follows:
o The City Manager has the authority to approve cumulative change orders, up to 10% of the original contract value. If the total change order is over 10% of the original contract value, City Council approval will be required.

Table 2 on the following page, displays the procurement limits of 26 cities, the majority of which are located in the Greater Los Angeles and Orange County areas. Staff performed a survey of each city’s procurement policy, the year of adoption, and the related procurement authorization limits.

CITY COUNCIL AGENDA REPORT – MEETING OF MARCH 26, 2024
SECOND READING – ADOPTION OF ORDINANCE NO. 1183 AMENDING CHAPTER

3.20 PURCHASING, OF THE PICO RIVERA MUNICIPAL CODE

Page 4 of 5 ends

As is demonstrated, the median authorization limits are as follows:

1. Department Head – Median of $18,700

2. City Manager – Median of $63,300

3. City Council – Anything greater than median of $63,300 Table 2: California City Survey – Procurement Limits
City of Adoption Year Department Head City Manager City Council Covina 2023 None Up to $25,000 > $25,000
Baldwin Park 2022 Up to $10,000 Up to $25,000 > $25,000 El Monte 2020 Up to $15,000 Up to $30,000** > $30,000
West Covina 2023 Up to $20,000 Up to $30,000 > $30,000
Mission Viejo 2022 Up to $10,000 Up to $30,000 > $30,000 South Pasadena 2022 Up to $10,000 Up to $30,000** > $30,000 Norwalk 2021 Up to $7,500 Up to $33,700* > $33,700
Merced 2020 None Up to $34,000* > $34,000
Santa Fe Springs 2023 Up to $25,000 Up to $50,000 > $50,000 Commerce 2021 Up to $20,000 Up to $50,000 > $50,000
Modesto 2022 None Up to $50,000 > $50,000
El Segundo 2017 Up to $25,000 Up to $50,000 > $50,000
Montebello 2019 None Up to $50,000 > $50,000
Santa Ana 2023 Up to $25,000 Up to $50,000 > $50,000
Monterey Park 2020 Up to $25,000 Up to $60,000 > $60,000 Barstow 2021 Up to $3,500 Up to $75,000 > $75,000
Pasadena 2015 Up to $25,000 Up to $75,000 > $75,000
Thousand Oaks 2018 Up to $25,000 Up to $75,000 > $75,000 Long Beach 2023 None Up to $100,000 > $100,000
Milpitas 2021 Up to $50,000 Up to $100,000 > $100,000
Glendale 2021 Up to $15,000 Up to $150,000 > $150,000
Anaheim 2023 Up to $100,000 PA Up to $200,000 > $200,000 *These cities set the approval limits with annual Consumer Price Index escalations. **These cities thresholds increase to $50,000 if Capital Improvement Projects Accordingly, staff recommends adjusting the thresholds for the City’s procurement requirements and authorization limits for non-Public Project contracts within MC 3.20.110 CITY COUNCIL AGENDA REPORT – MEETING OF MARCH 26, 2024
SECOND READING – ADOPTION OF ORDINANCE NO. 1183 AMENDING CHAPTER

3.20 PURCHASING, OF THE PICO RIVERA MUNICIPAL CODE

Page 5 of 5 ends

and 3.20.210 as follows (Table 3):

Table 3: Recommended Procurement Limits
These adjustments enable City staff to procure in a responsible, transparent, efficient, effective, and accountable manner.

Conclusion:

Staff recommends the City Council adopt Ordinance No. 1183 amending Chapter 3.20 (Enclosure 1); and acknowledge the approval of Resolution No. 7324, which amends citywide Procurement Policy and Procedures (Enclosure 2 / Exhibit A). Staff is committed to following the required guidelines to handle procurement needs in a responsible and ethical manner, while also ensuring the efficient use of public funds.

Steve Carmona
SC:AG:KL:MP:ep
Enclosures: 1) Ordinance No. 1183 Amending PRMC Chapter 3.20 2) Resolution No. 7324 (Exhibit “A”) Procurement Policies and Procedures ORDINANCE NO. 1183

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PICO
RIVERA, CALIFORNIA, AMENDING CHAPTER 3.20 PURCHASING OF

THE PICO RIVERA MUNICIPAL CODE
WHEREAS, the City’s existing Purchasing Municipal Code was last revised and adopted by the City Council on December 12, 2023, with Ordinance No. 1179; and WHEREAS, an amendment to Chapter 3.20 (Purchasing) to the Pico Rivera Municipal Code is necessary to increase the procurement thresholds authorized under the same to align with the Federal and State practices which periodically adjust the procurement thresholds for inflation and efficiency; and WHEREAS, an amendment to Chapter 3.20 (Purchasing) is also necessary to standardize citywide procurement policies and procedures; and WHEREAS, pursuant to sections 54201 through 54204 of the California Government Code, policies and procedures that govern the purchase of supplies and equipment must be adopted by an ordinance; and
WHEREAS, the City Council considered, concurrently herewith, a resolution adopting Procurement Policies and Procedures to assist with their standard implementation citywide.

NOW, THEREFORE, BE IT ORDAINED by the City Council of the City of Pico Rivera as follows:

SECTION 1. Findings. The City Council finds and determines that the adoption of the Ordinance is based upon the following findings.

A. The recitals set forth above are incorporated herein as part of the findings.

B. An amendment to Chapter 3.20 (“Purchasing”) is consistent with the General Plan as they provide and maintain efficient services which strive to be responsive to the public needs.

C. Based on the above, the City Council determines that the Ordinance contained herein is necessary and in the public’s best interest.

SECTION 2. Amendment. Sections 3.20.030 (“Exemptions from chapter application”), 3.20.080 (“Bid procedures requirements”), 3.20.100 (“Open market procedure”) 3.20.105 (“Personal and professional services excluded”), 3.20.110 (“Formal contract procedure”), 3.20.200 (“Sales of surplus supplies and equipment”), 3.20.210 (“City procurement and approval thresholds”) of Chapter 3.20 (“Purchasing”), Title 3 Enclosure 1
4a
ORDINANCE NO. 1183

Page 2 of 6 ends

(“Revenue and Finance”), are hereby amended to read as follows (deletions on Strikethrough and additions in Underline):

3.20.030 Exemptions from chapter application.

E. Procurement of personal and professional services under fifty sixty thousand dollars ($60,000).

3.20.80 Bid procedures required when.

B. Bidding shall be dispensed with only when an emergency requires that an order be placed with the nearest available source of supply when the amount involved is less than five ten thousand dollars ($10,000), or when the commodity can be obtained from only one vendor. Purchases shall not be divided or split in order to circumvent formal bidding requirements.

3.20.100 Open market procedure.

A. Authorized when purchases of supplies and equipment of an estimated value of thirty forty thousand dollars ($40,000) or less may be made by the purchasing officer in the open market without observing the procedure prescribed by Sections 3.20.110 through 3.20.190. Purchases of supplies and equipment of an estimated value between the amounts of ten thousand dollars ($10,000) and thirty forty thousand dollars ($40,000) shall also require the approval of the Director of Finance.

3.20.105 Personal and professional services excluded.

A. Except for the provisions of Section 3.20.210, the City may award purchase orders and contracts fifty sixty thousand dollars ($60,000) for personal or professional services without complying with the provisions of this chapter; provided that the award shall be on the basis of demonstrated competence and on the professional qualifications necessary for the satisfactory performance of the service required and shall be subject to the provisions of Government Code Section 4526, when applicable.

3.20.110 Formal contract procedure.

Except as otherwise provided in this chapter, purchases and contracts for supplies and equipment of estimated value greater than thirty forty thousand dollars ($40,000) shall be by written contract with the lowest responsible bidder, pursuant to the procedure prescribed in Sections 3.20.120 through 3.20.190 of this chapter.

ORDINANCE NO. 1183

Page 3 of 6 ends

3.20.200 Sale of surplus supplies and equipment.

All department heads shall submit to the purchasing officer, at such times and in such forms as they shall prescribe, reports showing all supplies and equipment which are no longer used, or which have become obsolete or worn out. The purchasing officer shall have the authority to sell all personal property desired to be sold by the City, supplies, and equipment which cannot be used by any department, or which have become unsuitable for City use, or to exchange the same for or trade in the same on new supplies and equipment. Sales not exceeding sixty five thousand dollars ($60,000) shall be made pursuant to section 3.20.100 and sales of more than sixty five thousand dollars ($60,000) shall require approval of the City Council and be made pursuant to Section 3.20.110, except sales shall be made to the highest responsible bidder or by public auction to the highest bidder. Notice of any public auction pursuant to this section shall be published in a newspaper of general circulation and posted on the City’s website at least ten (10) days prior to the date of the auction. The auction may be conducted by professional auctioneers who are compensated out of the proceeds of the sale, or by a flat or hourly fee. Records of all bids and payments conducted by professional auctioneers shall be provided to the City. The City Council may also elect to have the surplus supplies and equipment donated to a non-profit organization or other tax-exempt organization pursuant to Internal Revenue Code Section 510(c)(3) in lieu of sale.

3.20.210 City procurement and approval thresholds.

If no exemptions or special federal and/or state requirements are applicable, the City has the following procurement thresholds, which may be adjusted periodically for inflation:

A. The small purchase threshold is set at five ten thousand dollars ($10,000).

For purchases less than this amount, no purchase order is required. The department heads or their designees may approve the purchases.

B. An informal competitive procurement is for a purchase between five ten thousand and thirty forty thousand dollars ($10,000 - $40,000). Either three (3) informal quotes or a sole source form is required. The Finance Director and City Manager may approve the sole source form, purchase orders, and/or contracts in this category.

C. A formal competitive procurement is for a purchase above thirty forty thousand dollars ($40,000). A formal competitive process or a sole source form is required.

1. The City Manager is authorized to approve and execute, on behalf of the City, any contract in an amount not exceeding fifty sixty thousand dollars ($60,000), including the contracts for the services described in Section

3.20.105(B) and (C).

ORDINANCE NO. 1183

Page 4 of 6 ends

2. The City Council shall approve any contracts above fifty sixty thousand dollars ($60,000), including the procurement for personal and professional services described in Section 3.20.105 (B) and (C). Contracts described in Section 3.20.105(C) shall be subject to the provisions of Section 3.20.105(A).

SECTION 3. Adoption of New Sections 3.20.025 (“Vehicle Purchasing Authority”) and 3.20.075 (“Change Order”).

A. New Section 3.20.025 (“Vehicle Purchasing Authority”) is hereby adopted to read as follows:

The acquisition of vehicles, which has been deemed necessary by the Public Works Director and City Manager through methods such as cooperative agreements, piggyback contracts, or sole source procurement, shall not require the City Council's approval prior to the purchase. However, if the purchase amount exceeds the City Manager’s approval threshold, it must be reported at the next City Council meeting for ratification.

B. New Section 3.20.075 (“Change Orders”) is hereby adopted to read as follows:

The City Manager has the authority to approve cumulative change orders, up to 10% of the original contract value. If the total change order is over 10% of the original contract value City Council approval will be required.

SECTION 4. CEQA. Pursuant to Section 15060(c)(2) of the California Environmental Quality Act (CEQA) Guidelines, the City Council funds that adoption of this Ordinance will not result in a direct or reasonably foreseeable indirect physical change in the environment and therefore is not subject to CEQA. Additionally, pursuant to Section 15060(c)(3) the activity is not a “project” as defined in Section 15378 because it has no potential for resulting in physical change to the environment, directly or indirectly.

SECTION 5. If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Ordinance, or any part thereof, is for any reason held to be unconstitutional or invalid or ineffective by any court of competent jurisdiction, such decision shall not affect the validity or effectiveness of the remaining portions of this Ordinance or any part thereof. The City Council hereby declares that it would have passed each section, subsection, subdivision, paragraph, sentence, clause or phrase of this Ordinance irrespective of the fact that one or more sections, subsections, subdivisions, paragraphs, sentences, clauses or phrases be declared unconstitutional, invalid or ineffective. To this end, the provisions of this Ordinance are declared to be severable.

SECTION 6. The City Clerk shall certify the adoption of this Ordinance. The City ORDINANCE NO. 1183

Page 5 of 6 ends

Council hereby finds and determines that there are no newspapers of general circulation both published and circulated within the City and, in compliance with Section 36933 of the Government Code directs the City Clerk to cause said Ordinance, within fifteen (15) days after its passage, to be posted in at least five (5) public places within the City. This Ordinance shall take effect thirty (30) days after its adoption.

ADOPTED AND PASSED this 26th day of March, 2024.

___________________________
Andrew C. Lara, Mayor
ATTEST: APPROVED AS TO FORM:
________________________________ ________________________________ Cynthia Ayala, City Clerk Arnold M. Alvarez-Glasman, City Attorney

STATE OF CALIFORNIA )
)§

COUNTY OF LOS ANGELES )
I, Cynthia Ayala, City Clerk of the City of Pico Rivera, do hereby certify that the foregoing Ordinance No. 1183 was adopted at a regular meeting of the City Council of the City of Pico Rivera, held on Tuesday, March 26, 2024, with the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
__________________________________
Cynthia Ayala, CMC, City Clerk
RESOLUTION NO. 7324

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PICO RIVERA, CALIFORNIA, ADOPTING NEW CITYWIDE PROCUREMENT POLICIES= -

AND PROCEDURES
WHEREAS, the City is required, under California Government Codeeections 5420. 1 - through 54204, to adopt, by ordinance, policies and procedures that govern the purchase by the local agency; and .-
WHEREAS, on June 4, 1985, the City Council adopted Ordinan ;e=7Nmj32- establishing policies and procedures governing the purchase by the City; and WHEREAS, the City' s procurement policies and procedures were last revised in 2021 and since then, several developments have been made requiring amendments to Chapter 3. 20 (Purchasing) of the Pico Rivera Municipal Code; and WHEREAS, as part of the City' scontinuing effort to enhance the City' sfiscal and operational practice, a revised Procurement Policies and Procedures (" Policy"), (Exhibit "A") has been developed and submitted to the City for review; and WHEREAS, concurrently herewith, the City Council considered and introduced an Ordinance as required by Section 54201 et seq. of the California Government. Schedule to be adopted at the next Council Meeting.

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

SECTION 1. The above recitals are true and correct and incorporated herein by reference.

SECTION 2. The City Council finds that the proposed Policy, attached hereto in substantial form, is consistent with the General Plan as they provide and maintain efficient services that strive to be responsive to public needs.

SECTION 3. The City Council hereby approves and adopts the Policy.

SECTION 4. The City Clerk shall attest to the passage of this resolution, and it shall thereupon be in full force and effect.

APPROVED AND PASSED this 12th day of March, 2024.

Andrew C. Lara, Mayor
4b
Enclosure 2
RESOLUTION NO. 7324

Page 2 ends

APPROVED AS TO FORM:

AYES: '
y
Camacho, Garcia, Lutz, Lara
NOES: None
ABSENT: Sanchez
Exhibit A
Procurement Policies and Procedures
References
City of Pico Rivera Municipal Code: Title 3 Revenue & Finance: 3. 20 Purchasing City of Pico Rivera Municipal Code: Title 3 Revenue & Finance: 3. 48 Informal Bidding for Public Projects
California Public Contract Code ( CPCC) — Public Projects Only California Uniform Public Construction Cost Accounting Act ( UPCCAA) — Public Projects Only
California Constitution Article XVI Public Finance
Office of Management and Budget ( OMB) Uniform Guidance 2 Code of Federal Regulations (CFR) Subtitle A, Chapter 2, Part 200, Subpart D, Section 200. 318-27 Purpose
The purpose of this manual is to establish guidelines for the solicitation and selection of all procurement contracts entered into by the City of Pico Rivera ( City). The procurement process is designed to ensure that citizens of the City receive maximum value for their tax dollars. City employees exercise care to avoid any situation or practice that may appear improper and always endeavor to obtain the maximum value for each dollar expended.

The City staff strives to conduct all purchasing transactions with fairness and give all qualified vendors equal opportunity while demanding truth and honesty in the procurement process at all times.

Finance Department- Procurement Policies and Procedures Page 1

TABLE OF CONTENTS
Policies 3
Procedures 5
Dos and Don' ts 5
Summary 6
Purchases between $ 10, 000and $ 39, 999 7
Purchases for $40, 000 and more 7
Competitive Bidding — Supplies, General Services, and Equipment 7 Formal Competitive Bid Guidelines 7
Evaluation Guidelines for Competitive Bid 8
Competitive Selection — Services Request for Proposal 9 Formal Competitive Selection Guidelines 9
Evaluation Guidelines for Competitive Selection 10
Evaluation Guidelines for Applying an Ethical Standard 11 Exemptions from Competitive Bidding or Competitive Selection 12 Federal and State Requirements 13
Change Order 15
Insurance Guidelines 15
Contract Type 16
Contract Approval Process - 16
Glossary 16
Finance Department- Procurement. Policies and Procedures Page 2 Policies
Code of Conduct
The City mustmaintain written standards of conduct covering conflicts of interest and governing the actions of its employees engaged in the selection; award_ and administration of contracts. No employee, officer, or agent may participate in the selection, award, or administration if he or she has a real or: apparent conflict of interest.

Such a conflict of interest would arise when the employee, officer, or agent, any member of his or her immediate family, his or her partner, or an organization which employs or is about to employ any of the parties indicated herein, has a financial or other interest in or a tangible personal benefit from a firm considered for a contract. The officers, employees, and agents of the City may neither solicit nor accept gratuities, favors, or anything of monetary value from contractors or parties to subcontracts. However, the City may set standards for situations in which the financial interest is not substantial or the gift is an unsolicited item of nominal value. The standards of conduct must provide for disciplinary actions to be applied for violations of such standards by officers, employees, or agents of the City. '
Fair Competition
The City staff must discharge their duties impartially to assure fair competition among responsible vendors. All vendors will be treated equally and fairly at all times by the City staff, with equal information given to each vendor who participates in the procurement process. Prequalified lists of persons ' or firms, or products use in acquiring goods or services, and to be kept current and include enough qualified sources to ensure maximum open and fair competition.

Purchasing Items with Recycled Content
In accordance with Section 22150.2154- of the California Public Contract Code and SB 1383 Article 12 Regulations, the City shall purchase recycled products instead of .non - recycled products whenever recycled products are available at the same or a lesser total cost than non -recycled items if fitness and quality are equal. - - Purchasing Items with ADA- Compliant Content
Because each department will have expertise specific to the supplies, services, and:
equipment it : requests, it shall be at the discretion of each department requester to determine whether any particular product or service meets both the ADA criteria and the essential needs of the residents of the City. -
Finance Department- Procurement Policies and Procedures - Page 3 Other Consideration for Purchases
Per California Constitution Article XVI Public Finance Section 6, prior to making any expenditures that benefits a City employee, City officer, or private party, the City has to. consider whether such expenditure constitutes a valid public purpose of the City, document the City Council' s deliberation and determination that the expenditure constitutes a valid public purpose for the city, and decline to authorize any expenditures that do not constitute a valid public purpose of the City.

Finance Department- Procurement Policies and Procedures Page 4 Procedures

DOS AND DON' TS
DOS
E . Follow Informal Bidding for Public. Projects Municipal Code ( 3. 48) for Public Project procurement.

Utilize a. contract to purchase general services and professional services of any amount ( other than personal services defined in PRMC 3. 20. 105).

Departments must use the required legal approved templates for formal bids and Request for Proposals ( RFP).

Departments must use the required legal approved templates and compliance checklist from the City Clerk' s office to create an agreement or contract.

Departments are to complete each agreement or contract in its entirety to include a completed scope of services before seeking final approval from the legal department.

Once the City Clerk' soffice receives an approved legal document, the City Clerk shall submit the completed and signed document back to the requested department for future processing.

Department must obtain Risk Management' s approval of a vendor' s insurance or Risk Management' s- notice that the insurance is not applicable.

El Department must obtain approvals from the appropriate authority for an agreement or contract.

DON' TS
Do not circumvent established single purchase limits by splitting procurement transactions into small units that are artificially devised to avoid the bidding requirements and other procedures applicable to larger unit transactions.

Do not circumvent established single purchase limits by changing orders to avoid the bidding requirements and other procedures applicable to higher approval limits.

Do not participate in or work on a procurement if there is a real or apparent conflict of interest. -
ID Do not use sole sourceprocurement when competitive solicitation procedures like sealed bids or competitive proposals are applicable or practicable.

Do not pay vendor invoices with the City -issued Cal -Card. - Do not pay vendor invoices with the City petty cash.

Finance Department- Procurement Policies and Procedures Page 5 Summary
General provisions: The City' s Municipal Code 3. 48 (Informal Bidding for Public Projects). follows the California Uniform Public Construction Cost Accounting Act UPCCAA) and 'sets forth the procurement requirements and bidding limits for Public Projects, and the City' s Purchasing Municipal Code ( PRMC 3. 20) has established the following expenditure thresholds that determinewhich procedures are used for non - Public Projects:

Purchases less than $ 10, 000
No PO is required
Invoice approved by the Department Head
Informal Competitive— $10, 000to $39, 999
Written scope of work or specifications -
Three quotes or a sole source form approved by the Department Head and Finance Director
Formal Competitive = Purchasesrequai- toor above $ 40, 000 Formal solicitation document ( invitation forbid or RFP) Recommendation for award- memo with one 'of the following:- Actual bids and bid tabulation
Proposals and the signed evaluation results
Sole source form approved by the City Manager for purchases from $ 40, 000 to $ 59, 999
The -City -Manager approves purchases up to $ 59, 999
The City Council approves all Purchases equal to or over $ 60, 000 by a final staff report' ora council` reohitionl',
Vehicle Purchases
The: acquisition of vehicles, which tiaS been deemed necessary by the Public Works Director and City Manager through methods such as cooperative agreements, piggyback contracts, or sole source procurement, shall not require the City Council' s approval prior to the purchase. However, if the purchase amount exceeds the City Manager' sapproval threshold, it must be reported at the next Council meeting for ratification,_
All city purchases require insurance approved by Risk Management unless Risk Management determines that insurance is not applicable.

Exemptions: The competitive bidding or competitive selection procedures and requirements may be dispensed with any of the following purchases:

Emergency
Sole source purchasing
Finance Department- Procurement Policies and. Proce ures Page 6 Contracts with other government agencies
Cooperative or piggyback purchasing
Personal andprofessional services lessthan $ 60, 000 if the procurement. does not include any federal funding
Compliance with federal and state requirements: The competitive bidding procedures and requirements may be different for the following:

Procurement with federal or state grants
Public projects
For purchases from $ 10, 000 to $39, 999:

The - Soliciting Department prepares written specifications that explain the requirements. forthe purchase and how the vendor will be selected.

The Soliciting Department needs to discuss the specifications with Risk.

Management to determine if insurance is required.

Informal quotes may be obtained in writing. The department should solicit at least three vendors via email or fax. The solicitation shouldinclude a due- date.

The Soliciting Department collects at -least three quotes and reviews them to make sure that department requirements are met.

The department prepares the bid sheet explaining the selection and any additional distinctions for the purchase, including non -responsive vendors.

The. Sole Source form must be reviewed/ approved by the Finance Director.

Insurance must be approved by Risk Management, or notice must be sent from Risk Management that insurance is not applicable. Soliciting departments should not assume that insurance is not applicable.

For: purchases of $40, 000or more:

If no exemptions or special federal and/ or state requirements are applicable, the City uses competitive bidding or competitive selection for purchases of $40, 000 or more. The City Manager may approve purchases up to $59, 999. The City Council approves all purchases equal to or over $ 60, 000 using a final Staff Report or a Council Resolution.

Competitive Bidding is used to procure -supplies, general services, and equipment valued at $ 40, 000 or more. It- is a price -only selection process where the contract is awarded to the lowest Responsive and Responsible bidder. Responsiveness relates to whether a bidder has met the requirements of the City' s specifications. Responsibility relates to the bidder' sgeneral business standing, such as financial stability,- performance on prior contracts of a similar nature, and so on.

Pre -bid meetings may be held to answer questions related to bids. These meetings may be voluntary or mandatory. The meeting requirements cannot be changed, made mandatory, and/ or used in an evaluation process after the bid has been posted.

Finance Department- Procurement Policies and Procedures Page 7 Formal Competitive Bid Guidelines
Defining your need and market research: Ensure that there is an understanding and agreement on the result you are buying. If there is a " knowledge gap" about your procurement or the industry from which you' febuying, -then conduct market research.

Developing and approving solicitation documents:

Ensure that you provide a complete set of specifications or scope of work for your procurement.

Utilize the latest boilerplates available.

Ensure that you account for all necessary work or line items in your procurement.

If your procurement is grant -funded, ensure that the granting agency requirements, including the solicitation threshold amounts, are met.

The City Attorney must approve formal solicitations.

The Notice Inviting Bids provides information regarding:
o The type of contract being issued;
o Where the specifications canbe obtained;
o The date and time at which responses are due and will be opened.

Any bid received after the stated deadline will not be accepted. At the time of bid opening, which is usually held in the City Clerk' sOffice, each bid is opened, and the respective bid prices are read aloud.

Evaluation Guidelines for Competitive Bids
The guidelines listed below comprise best practices and specific instructions from the City' s Purchasing Municipal Code ( PRMC 3. 20). Together, they are designed to help staff apply appropriate evaluations to a competitive bid. All bids shall be placed in a sealed envelope and delivered to the City as specified in the Notice Inviting Bids. Sealed bids are typically opened by the City Clerk.

The Soliciting Department Review for all Necessary Requirements, Licenses, and/ or Certifications such as the following:

State License Requirements ( if outlined in the Bid Document) Certification Requirements ( if outlined in the Bid Document) Debarment and Suspension ( Required for Federal Projects) - not, on Debarred/ Excluded Parties List (Sam. gov): include -printed verification Department of Industrial Relations Registration ( Required for Public Works):
include printed verification
Attendance of Pre -bid Meeting (if Mandatory) -
Award of bid and determination of responsiveness: Departments are advised to review bids for responsiveness. The contract shall be awarded to the lowest responsive and responsible bidder.

Finance Department- Procurement Policies and Procedures Page 8 The required forms include, but are not' Iimited to:

Declaration of non -collusion -
Bidder' sBid
Bid Security ( if outlined in the Bid Document)
Signed ( acknowledged) Addenda
Competitive Selection is a process whereby various criteria are used to determine which. proposer offers the City the overall best value. Competitive selection utilizes RFPs and has different types of criteria for the selection process. A contract can be awarded for reasons other than the lowest price.

Formal Competitive Selection Guidelines
RFPs outline the details by way of a Scope of Work that defines what the selected firm will do forthe City, such as conducting a study, delivering a customized software program, etc:

Proposals are assessed via evaluation criteria that explain how the proposals will be evaluated, -and a firm selected. -
The Competitive Selection process for an RFP is not determined by price only. In fact, the price needs not to be a criterion. Prior experience of the firm and key people to be assigned to the project are. typical criteria.

RFPs list those items under the title Contents of Proposals, which a proposer is required to provide in order for their proposal to be responsive and considered.
o There should be a relationship between the Contents of Proposals and -the evaluation criteria. For example, if the evaluation criterion is prior experience, the Contents of Proposals section should require the submission of resumes, references, corporate history, etc. -
Unlike Competitive Bid contracts, contracts subject to Competitive Selection are not required to be noticed in the newspaper. However, Department will place a notice on the City' s bid notification system.. If federal or state grants/ funds are utilized, departments should review the requirements for advertisement. -
The City Attorney Office must approve all RFPs prior to issuance.

Soliciting Department prepares the RFPs with the City' s standard boilerplate, which includes the City' slegal requirements and the following descriptive elements:

1. Introduction: This section states the general nature and purpose of the RFP. The project should be described in as much detail as needed to provide the reader with a basic understanding of the request and requirements necessary to perform the work. - -
Finance Department- Procurement Policies and Procedures Page 9

2. Background: This section provides a brief history, justification, or rationale for the project. Such data should include, but not be limited to, a brief description of the City ( e.g., population, square miles) and any other information regarding the demographics of the City that will give the prospective proposers an understanding of the community.

3. Objective: This section states the specific goal. It explains what is expected at the end of the contract and what is anticipated from the contractor' sservices.

4. Scope of Services/ Scope of Work ( SOW): This section provides guidance and clarity to prospective bidders for their understanding of the work to be undertaken.

SOWs are divided into two categories: performance -based ( professional services contracts) and design -based ( architectural or IT -related). The SOW should define the level of effort that is expected. SOWs should include information regarding any environmental impact the project may have under the California Environmental Quality Act (CEQA).
5: Location: This section provides the project' slocation, that is, where the services are to occur, and includes the name and phone number of the City' s contact - person. Pictures, maps, and diagrams should be included when possible.

6. Service Dates: This section provides the anticipated commencement and ending dates forwhichservices will be required and any other milestones that need to be met to complete the project on time successfully. -

7. Evaluation Criteria: This section defines specific evaluation criteria. Criteria must be assigned specific point values or percentages used to evaluate each proposal.

A typical evaluation matrix would specify the weights used to evaluate the proposals, for example, technical 30%, cost 20%, customer service 15%, training 15%, experience 10%. If the project has a limited budget, a budget range may be included in the RFP.

Pre -proposal meetings are scheduled and set up by the Soliciting Department. Addenda are typically developed by the Soliciting Department and sent to potential bidders.

Evaluation Guidelines for Competitive Selection
The guidelines below consist of best practices and specific instructions from the City' s Purchasing Municipal Code ( PRMC 3. 20). Together, they are designed to help staff apply appropriate evaluations to a competitive selection.

Departments must follow the evaluation section of the RFP. Departments are advised to use evaluators that are subject -matter experts, such as consultants, City employees, and employees of other agencies to ensure that the proposals meet the technical requirements of the Department. Finally, Departments should maintain ( file) backup documentation of each proposal' s "evaluation criteria" results.

The Soliciting Department should send the RFP and addenda posted to the Evaluation.

Review Panel prior to receipt of the proposal.

The Department Lead should have a meeting with the Review Panel to ensure everyone understands the RFP Statement of Work and the evaluation criteria and discuss any Finance Department- Procurement Policies and Procedures . Page 10 potential conflicts and the timeline for the RFP proposal review.

The Soliciting Department reviews for all necessary requirements, licenses, and/ or certifications outlined in the RFP, similar to the required documents listed for the.

Bid.

Evaluation Method for RFPs:

Th' efollowing evaluation method is recommended:

1. All factors are considered and scored according to the established criteria.

2. It, is recommended to establish a minimum acceptable score each proposal would have to achieve in order to move forward in the process.

Proposals that do not meet the minimum level would not advance to the final evaluation step.

Example:

Category Proposal
A
Proposal
B
Proposal
C
Technical ( 40%) 35 38 40
Qualifications ( 40%) 35 30 40
Experience ( 20%) 20 18 16
Total Points 90 86 96
If the minimum acceptable score is 90, only proposal A and C will advance to the final evaluation step. Staff can then negotiate the price with firms A and C and determine to which vendor the contract shall be awarded based on the score and cost.

Evaluation Guidelines for Applying an Ethical Standard:

This section of the Evaluation Guidelines is designed to guide staff in applying basic ethical standards to the evaluation process. Staff is strongly advised to comply with all ethics standards administered by the Human Resources Department. Staff is generally recommended to eliminate any known bias from their evaluation process. Additionally, staff is advised that the City' spurchasing processes are all public processes. Therefore, they should make known any impact a contract award can :have on them personally or professionally. Furthermore, staffis advised to consider recusing themselves from being an evaluator in the following general instances:

Has or has had a personal or professional relationship with any of the vendors in contention.

Will be evaluating alongside. asubordinate or a supervisor.

Have already received a presentation related to the current proposal from Finance Department- Procurement Policies and Procedures - Page 11 any of the vendors in contention.

Have the potential to receive a direct or indirect benefit based on the award or non -award of the contract.

Exemptions from Competitive Bidding or Competitive Selection Although all contracts $ 40, 000 or more are subject to either Competitive Bidding or Competitive Selection, under certain circumstances, the process may be dispensed with, and an exemption may be granted. It is important to note that an exemption only exempts the competitive portion of the purchasing process. All other requirements ( forms and procedures) still apply.

Emergency: As defined in CPCC Section 22035, in cases of emergency when repair or replacements are necessary, the City may proceed at once to replace or repair any public facility without adopting plans, specifications, strain sheets, or working details, or giving notice for bids to let contracts. The work may be done by day labor under the direction of the City, by contractor, or by a combination of the two. The day labor includes the use of. maintenance personnel employed on a permanent or temporary basis. The City Manager can authorize a purchase due to an unexpected-- and urgent request where health and safety or public resource conservation is at -risk. The procurement must be reported to Council at the next Council Meeting for ratification if the amount has been subject to approval of the City Council.

Sole source — The City may dispense with the bidding requirements if it finds ' that' the materials, supplies,- equipment, or services are unique because of their quality, durability, availability, or fitness for a particular use and are -available only from one ( 1) source, or, if available from more than one ( 1.) source, can be purchased from the manufacturer or service provider for a lower price: If the cost of such sole source purchasing is 60, 000 or greater, the City Council' s approval shall be required.

Contracts with other government entities for supplies, services, and equipment: The City may enter into contracts withother govemment agencies without a competitive process.

Cooperative or piggyback purchasing — The City may be exempted from a competitive procurement process when cooperate or piggyback with another governmental agency.

Personal and professional services: The City may award personal and professional service contracts less than $ 60, 000, if the procurement does not include any federal funding, based on demonstrated competence and the professional qualifications necessary for the satisfactory performance Finance Department- Procurement Policies and Procedures Page 12 of the service required.

Federal and State Requirements
Suppose a State or Federal agency has any level of authority regarding your purchase.

In thatcase, it is incumbent upon the soliciting. Department to follow any and all procurement rules required for the specific purchase.. Please be prepared to provide detailed instructions directly from ' the federal or stateagency that governs your solicitation. Below' are a few general guidelines to consider which may govern your procurement. It is important to note that this section is not designedto provide all federal - or state requirements. If you are making a. purchase bound by federal or state rules, youare strongly advised to gather and assemble all necessary forms, procedures, and policies that govern your solicitation.

Federal or state grants: If the procurement. is grant -funded partially or completely,- the city must meet all : granting agency requirements, including the solicitation threshold amounts. The most restrictive policy - should be followed.

Public projects: -As. defined in CPCC Section 22002, -a public project includes but may be not limited to construction,. reconstruction, erection, alteration, renovation, improvement, demolition, and repair work involving any publicly owned, leased, or operating facility. A• public project does not include maintenance work. The city shall procure for a Public Projectby following the requirements and bidding limits set forth by the California Uniform Public Construction Cost Accounting Act ( UPCCAA), which adjusts the requirements and thresholds periodically for efficiency and inflation. The City' s Municipal Code 3. 48 provides more specific guidelines for public project procurement.

Consultant Selection and Procurement
For example, the City receives grants from the Department of Transportation via Caltrans.

According to 2. 3 CFR " Highway" Part - 172 " Procurement, Management, and Administration of Engineering and Design Related . Services", Section 172. 5(b)( 1) https:// www. ecfr. gov/ currentititle- 23/ chapter- I/subchapter- B/part- 172), the City shall follow the procedures detailed -in the Local Assistance Procedures. Manual ( LAPM) Chapter 10 - " Consultant. Selection" . https:// dot. ca. aov/ prgrams/ localassistance/ guidlines- and= procedures/ local- assistance- procedures- manual- lapm) for the procurement, management, and administration of engineering and design related consultant services funded in whole, or in part, with Federal -aid highway program funds.

Departments are responsible for reviewing and validating that all of the Caltrans and Federal requirements, including contract language that is included in their solicitation prior to advertisement of the solicitation.

Finance Department- Procurement Policies and Procedures Page 13 Departments are advised to adhere to all Federal standards applicable to their funding as it relates to the purchasing. The link below contains the 2 CFR 200, Uniform.

Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards:

PART
https:// www.
200 — UNIFORM
ecfr. gov/ current/ title- 2/ subtitle- A/ chapter- I'/part200? toc= 1

ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT

REQUIREMENTS FOR FEDERAL AWARDS
Below is an excerpt for" immediate reference:
200.14 Suspension and debarment
200.15 Never contract with the enemy
200.16 Prohibition on certain telecommunications and. video surveillance services or equipment.
200. 318 General Procurements Standards
200. 319 Competition
200. 320 Methods of Procurement to Be Followed — Thresholds are set by the Federal Acquisition Regulation at 48 CFR Subpart 2. 1 and adjusted periodically for inflation:
o Micro -purchases
o Small purchases
o Sealed bids
o Competitive proposals
o Non- competitive Negotiation
Business
200. 321 Contracting with Small and Minority Businesses, Women' s Enterprises, and Labor Surplus Area Firms
200: 322 Domestic preferences for procurements -
200. 323 Procurement of recovered materials
200. 324 Contract cost and price
200. 325 Federal awarding agency or -pass -through entity review 200. 326 Bonding requirements
200. 327 Contract provisions &. Appendix II . to Part 200 —Contract" Provisions for. Non -Federal -Entity Contracts Under Federal Awards Federal terms and conditions include, but not be limited to, the following:_ Equal Employment Opportunity
Davis -Bacon Act and Copeland " Anti -Kickback" Act
Contract Work Hours and Safety Standards Act "
Clean Air Act and Federal Water Pollution Control Act
Debarment and Suspension Certification to ensure that a contract is not Finance Department- Procurement Policies and. Procedures Page 14 to
SAM) "
be awarded
List of
to
Parties
parties
Excluded
listed on the
from
System
Federal
for
Procurement
Award Management' s
or Non -
Procurement Programs."
Change Order
If a contract or purchase order originally approved by a Department Head, Finance Director or the City Manager later requires authorization for additional expenditures or costs that, if included as part of the original contract, would have exceeded the Department Head' s, Finance Director' sor City Manager' scontract approval authority, any amendment( s) authorizing such additional expenditures or costs shall be:

Approved by the Department Head if the additional expenditures and costs, hadthey been included in the original contract, would have still been within $ 10, 000;
Approved by the- Finance Director if the additional expenditures and costs, had they been included in the original contract, would have exceeded $ 10, 000 but below $ 40, 000. Also, staff should conduct an informal bid or provide a sole source form approved by the Finance Director;
Approved by the City Manager if the additional expenditures and costs, had they been included in the original contract, would have exceeded 40, 000 but below $ 60, 000. Also, staff should conduct a formal bid or provide a sole source form approved by the City Manager; The City Manager has the authority - to approve cumulative change orders, up to 10% of the original contract value. If the total change orders are over 10% of theoriginal contract value, City Council approval will be required.

Approved by the City Council if the additional expenditures and costs, would have exceeded the cumulative change order of 10% of the original contract value. -
Insurance Guidelines
In general, when a vendor is performing work for the City, whether on City property or not, some form ,of insurance may be required, regardless of the amount of a purchase order or the length of time the vendor will be on City premises. If in doubt whether the insurance documentation submitted by a vendor complies with the City' s insurance requirements, you may request Risk Management review and approve the insurance prior to submitting a Requisition to the Finance Department. In an effort to assist vendors in Finance Department- Procurement Policies and Procedures Page 15 complying with the City' sinsurance requirements, it may be helpful to provide the vendor a copy of the City' s
General Insurance Requirements. A copy of this document and other types of coverages can be obtained from Risk Management.

Types of Coverage may include, but not be limited to, general insurance requirements, construction type risks, contracts with professional liability, .contracts with software, cyber liability, and professional liability.

Finance Department- Procurement Policies and Procedures Page 16 Contract Types.

The City has several standard contracts, each with its own particular terms and conditions. The contracts include supplies and equipment purchase orders, professional services contracts, etc. The type of contract used for a particular transaction• is determined by the nature of the transaction.

Contract Approval. Process
Soliciting Department makes sure that there are sufficient funds in the budgeted accounts/ projects before the contract is approved by the appropriate approval authority.

Department verifies - the contract' sfiscal impact included in , the agenda report. The contract approval authority is defined in PRMC 3. 20.10.

Soliciting Department prepares a draft contract, has it reviewed by the .City Attorney, and. then approved by the appropriate authority before a contract can be effective.

Per PRMC 2. 04. 140, the city manager shall examine all proposed contracts to which the city. may be a party, and may sign on behalf of the city any contract authorized by the city council, excepting where the council directs that some other officer or officers shall do so.

Therefore, unless directed by the City Council, no other employees are authorized to bind the City into a contract.

Glossa
ADA
The Americans with Disabilities Act (ADA) became law in 1990. The ADA is a civil rights law that prohibits discrimination against individuals with disabilities in all areas of public life, including jobs, schools, transportation, and all public and private places that are open to the general public. The purpose of the law is to make sure that people with disabilities have the same rights and opportunities as everyone else. The ADA gives civil rights protections to individuals with disabilities similar to those provided to individuals on the basis of race, color, sex, national origin, age, and religion. _ Bid security is a. bond or deposit which guarantees that the bidder/ proposer, if awarded the contract, will accept the contract as bid.

Bid specification is a document that states the requirements to which a given product or service must conform.

Competitive bidding is the process of inviting and obtaining bids from competing sources in response to advertised competitive specifications and by which an award is made to the lowest and best bidder meeting the specifications.

Finance Department- Procurement Policies and Procedures Page 17 Competitive selection is a process whereby various criteria are used to determine which proposer offers the City the overall best value. Competitive selection is used for services.

Contract is an obligation, such as an accepted offer, between competent parties upon a legal consideration to do or abstain - from doing some act. The essential elements of a contract are: 1) an offer and an acceptance of that offer; 2) the capacity of the parties to contract; 3) consideration to support the contract; 4) .a mutual identity of consent; 5) legality of purpose; and 6) definiteness.

Exemption is a limited action by which a purchase may be made without the Competitive Bidding or Competitive Selection processes.

General service is a service of a general nature ( as opposed to personal and professional services). If it is determined by the City that all vendors providing a service classification can equally provide the service satisfactorily, a -bid process would be appropriate. However, if factors other than price need to be considered in awarding the contract, the RFP process may be used.

Professional services require a high degree of professional, educational, or technical skill, such as services rendered by architects, engineers, bond underwriters, actuaries, attorneys, auditors, software service providers, web designers, and others.

Purchase Order (PO) is a written document to a vendor formalizing the City' sterms and conditions of a proposed transaction, such as a description of the requested items, delivery schedule, terms of payment, and transportation. ( PRMC 3. 20. 070) Request for Proposal ( RFP) is a document used to solicit proposals from potential providers for goods and services. Price is usually not a primary evaluation factor. It provides for the negotiation of all terms, including price prior tocontract award.

Requisition ( RX) is a document created by a requestor to initiate the procurement of supplies, services, and equipment. It includes a description of the purchase and other information that is relative to the transaction. An RX is not a purchase order and shall not be used or represented as such. (PRMC 3. 20. 060) -
Finance Department- Procurement Policies and Procedures Page 18 To: Mayor and City Council
From: City Manager
Meeting Date: March 26, 2024
Subject: HOUSING ELEMENT ANNUAL PROGRESS REPORT FOR
THE 2023 REPORTING PERIOD
Recommendation:

2. Receive and file the Housing Element Annual Progress Report for Calendar Year 2023.

Fiscal Impact:

There is no fiscal impact to the General Fund.

Background:

Pursuant to Section 65400 of the California Government Code, each jurisdiction must prepare an Annual Progress Report (APR) on the jurisdiction’s status and progress in implementing its housing element using forms and definitions adopted by the California Department of Housing and Community Development (HCD). Each jurisdiction’s APR must be submitted to HCD and the Governor’s Office of Planning and Research (OPR) by April 1st of each year covering the previous calendar year.

Discussion:

On September 27, 2022, the City Council adopted the Sixth Cycle 2021-2029 Housing Element and authorized the City Manager and/or the designee to make amendments to the Sixth Cycle Housing Element to address HCD’s comments.

For the 2021-2029 Housing Element planning period, Southern California Association of Governments (SCAG) assigned the City with a requirement of 1,024 dwelling units. 5 CITY COUNCIL AGENDA REPORT – MEETING OF MARCH 26, 2024 HOUSING ELEMENT ANNUAL PROGRESS REPORT FOR THE 2023 REPORTING PERIOD

Page 2 of 4 ends

Table 1 demonstrates the City’s Regional Housing Needs Assessment (RHNA) allocation and is divided into various income levels, based on a percentage of the Area Median Income (AMI).

Table 1: Regional Housing Needs Assessment
Housing Needs for 2021-2029
Income Category (% of County AMI) Number of Units Percent Extremely Low (30% or less) 1501
Very Low (31 to 50%) 299 29.1%
Low (51 to 80%) 146 14.3%
Moderate (81% to 120%) 149 14.6%
Above Moderate (Over 120%) 430 42.0%
Total 1,024 100.0%
Note 1. Extremely low units are included within the 299 very low units shown in this table.

The Housing Element Annual Progress Report is prepared using HCD’s standardized spreadsheet form and is included as Enclosure 2. The APR includes a status update of the Housing Element’s implementation programs and an inventory of housing applications and production in the City for the 2023 calendar year. Below are a few development activity highlights from the 2023 APR:

Table A: Housing Development Applications Submitted
Table A reports data on housing units and developments for which an application was deemed complete for the 2023 calendar year. The application is either for a discretionary or ministerial (by right) entitlement.

Table A
Application Type Number of Units
Discretionary 0
Ministerial (Zoning Consistency Review)
Applications Deemed Complete 91 Accessory Dwelling Units Table A2: Annual Building Activity Report Summary – New Construction, Entitled, Permits and Completed Units
Table A2 below contains data for new housing units and developments that have received an entitlement, a building permit, a certificate of occupancy or building final, classified by affordability level. In this case, all are regarded as above moderate in terms of affordability.

CITY COUNCIL AGENDA REPORT – MEETING OF MARCH 26, 2024
HOUSING ELEMENT ANNUAL PROGRESS REPORT FOR THE 2023 REPORTING PERIOD

Page 3 of 4 ends

Table A2
Application Type Number of Units
Discretionary Applications 0
Building Permits Issued
69 Accessory Dwelling Units
1 Single Family Detached Units
Certificate of Occupancy/Final Issued 40 ADU
Table B: Regional Housing Needs Allocation Progress – Permitted Units Issued by Affordability
Table B is a summary of prior permitting activity in the current planning cycle, including permitting activity for the calendar year being reported.

Table B
Income Category 2021 2022 2023
Very Low 0 0 0
Low 0 0 0
Moderate 0 0 0
Above Moderate 21 62 70
As indicated in Table B, 21 units were permitted in calendar year 2021, 62 units were permitted in the calendar year 2022 and 70 units in calendar year 2023 for a total of 153 units to date. The City’s RHNA is 1,024 dwelling units, after subtracting the total units to date the remaining RHNA is 871 dwelling units. Below is break down of units remaining by income level.

Income Level RHNA Allocation
by Income Level
Units to Date Remaining RHNA
by Income Level
Very Low 299 0 299
Low 146 0 146
Moderate 149 0 149
Above Moderate 430 153 277
Total RHNA 1,024 871
Environmental Analysis:

This action is not subject to the California Environmental Quality Act (CEQA) pursuant to the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3 15061(b)(3), because the activity is covered by the general rule that CEQA applies only CITY COUNCIL AGENDA REPORT – MEETING OF MARCH 26, 2024
HOUSING ELEMENT ANNUAL PROGRESS REPORT FOR THE 2023 REPORTING PERIOD

Page 4 of 4 ends

to projects which have the potential for causing a significant effect on the environment and it can be seen with certainty that there is no possibility that the filing of the annual progress report may have a significant effect on the environment.

Conclusion:

By filing the annual progress report to HCD and OPR by April 1, 2024, the City will be in compliance with Government Code Section 65400 and remain eligible for HCD’s housing related grants.

Steve Carmona
SC:AB:EF:jj
Enclosures: 1) Resolution
2) 2023 Housing Element Annual Progress Report
RESOLUTION NO. ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PICO
RIVERA, CALIFORNIA, APPROVING THE 2023 HOUSING ELEMENT

ANNUAL PROGRESS REPORT AND DIRECTING STAFF TO SUBMIT

TO THE STATE OF CALIFORNIA DEPARTMENT OF HOUSING AND

COMMUNITY DEVELOPMENT (HCD)
WHEREAS, California Government Code Section 65400 required the City to prepare an Annual Progress Report (APR) on the City’s status and progress in implementing its housing element using forms and definitions adopted by the California Department of Housing and Community Development; and
WHEREAS, the annual progress report must be submitted to HCD and OPR by April 1 of each year covering the previous calendar year; and WHEREAS, the City Council has determined that this action is not a project subject to California Environmental Quality Act (CEQA) pursuant to State CEQA Guidelines Section 15378(b)(5) as it is an organizational or administrative activity of government that will not result in a direct or indirect physical change in the environment.

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

SECTION 1. The City Council finds that the above recitals are true and correct.

SECTION 2. The City Council further finds and determines that the adoption of this Resolution is not subject to the California Environmental Quality Act (CEQA) pursuant to the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3 15061(b)(3), because the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment and it can be seen with certainty that there is no possibility that the adoption of this Resolution may have a significant effect on the environment.

SECTION 3. The City Council receives and accepts the Housing Element Annual Progress Report and authorizes the City Manager and/or the Community and Economic Development Director to file the report with the Governor’s Office of Planning and Research (OPR) and the California Department of Housing And Community Development (HCD).

SECTION 4. The City Clerk shall attest to the passage of this resolution and it shall there upon be in full force and effect.

Enclosure 1
5a
RESOLUTION NO. ____
PAGE 2 OF 2
APPROVED AND PASSED this 26th day of March, 2024.
________________________________
Andrew C. Lara, Mayor
ATTEST: APPROVED AS TO FORM:
________________________________ ________________________________ Cynthia Ayala, CMC, City Clerk Arnold M. Alvarez-Glasman City Attorney AYES:

NOES:

Jurisdiction Pico Rivera
Reporting Year 2023
Housing Element Planning Period 6th Cycle
Current Year
Deed Restricted 0
Non-Deed
Restricted 0
Deed Restricted 0
Non-Deed
Restricted 0
Deed Restricted 0
Non-Deed
Restricted 0
70 70
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 0 1 0
2 to 4 units per structure 0 0 0
5+ units per structure 0 0 0
Accessory Dwelling Unit 0 69 40
Mobile/Manufactured Home 0 0 0
Total 0 70 40
Infill Housing Developments and Infill Units Permitted # of Projects Units 00 70 70
80 91
0 0
0 0
Data is auto-populated based on data entered in Tables A, A2, C, and D Total Housing Applications Submitted:

Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Housing Units Disapproved:

Total Units
Housing Applications Summary
Use of SB 35 Streamlining Provisions - Applications
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Number of SB 35 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
(Jan. 1 - Dec. 31)
10/15/2021 - 10/15/2029
Number of SB 35 Streamlining Applications Approved
Very Low
Low
Moderate
Enclosure 2
5b
Income Rental Ownership Total
Very Low 00 0
Low 00 0
Moderate 00 0
Above Moderate 00 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 00
SB 9 (2021) - Residential Lot Split 00
AB 2011 (2022) 00
SB 6 (2022) 00
SB 35 (2017) 00
Ministerial and Discretionary Applications # of Applications Units Ministerial 80 91
Discretionary 00
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 0 Number of Units in Applications Submitted Requesting a Density Bonus 0 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count 32 0
Cells in grey contain auto-calculation formulas
Programs Implemented
Sites Rezoned to Accommodate the RHNA
Units Constructed - SB 35 Streamlining Permits
Jurisdiction Pico Rivera ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 6th Cycle 10/15/2021 - 10/15/2029 Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Application Status Project Type Notes
2 34 6 7 8 9 11 12 13
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=RenterO=Owner
Date
Application
Submitted+
(see
instructions)
Very LowIncome
Deed
Restricted
Very LowIncome Non
Deed
Restricted
LowIncome
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome Total PROPOSED Units by Project
Total

APPROVED
Units by
project
Total

DISAPPROVED
Units by Project
Please select
streamlining
provision/s the
application was
submitted
pursuant to.

Did the housing
development
application seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Were incentives
or concessions
reqested
pursuant to
Government
Code section
65915
approved?
Please indicate
the status of the
application.

Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
Summary Row: Start Data Entry Below 0 0 0 0 0 0 91 91 0 0 6368-012-016 8256 Samoline
Ave
PL ZCR 2022-
00002716
ADU R
3/8/2023
1 1 NONE No No Approved Ministerial
6368-015-017 8248 Elmont
Ave
PL ZCR 2022-
00002790
ADU R
4/24/2023
1 1 NONE No No Approved Ministerial
6385-009-024 9759 Sunglow
St
PL ZCR- 2022-
00002729
ADU R
1/9/2023
1 1 NONE No No Approved Ministerial
6381-012-011 9052 Nan St PL ZCR 2023- 00001126 ADU R 6/21/2023 1 1 NONE No No Approved Ministerial6376-019-006 9526 Bradhurst St.

PL ZCR 2023-
00000003
ADU R
3/1/2023
1 1 NONE No No Approved Ministerial
6373-007-025 4735 Oak St PL ZCR 2023- 00000059 ADU R 1/12/2023 1 1 NONE No No Approved Ministerial6376-021-009 9546 Aldrich St PL ZCR 2023- 00000007 ADU R 1/18/2023 1 1 NONE No No Approved Ministerial 6386-014-014 8703 Klinedale
Ave
PL ZCR 2023-
00000084
ADU R
3/28/2023
1 1 NONE No No Approved Ministerial
6382-004-035 7519 Cravell
Ave
PL ZCR 2022-
00002736
ADU R
3/1/2023
1 1 NONE No No Approved Ministerial
6374-026-026 8743 West Blvd PL ZCR 2023- 00000147 ADU R 2/6/2023 1 1 NONE No No Approved Ministerial6377-015-006 5533 Citronell Ave
PL ZCR 2022-
00002263
ADU R
2/6/2023
1 1 NONE No No Approved Ministerial
6370-012-002 6442 Crossway
Dr
PL ZCR 2023-
00000260
ADU R
3/1/2023
1 1 NONE No No Approved Ministerial
6379-009-028 9412 Mines PL ZCR 2023- 00000141 ADU R 5/9/2023 1 1 NONE No No Approved Ministerial 6381-021-008 7237 Citronell
Ave
PL ZCR 2023-
00000261
ADU R
3/9/2023
1 1 NONE No No Approved Ministerial
6347-022-018 4707 Myrtle St PL ZCR 2022- 00002524 ADU R 4/5/2023 1 1 NONE No No Approved Ministerial8122-020-026 9417 Beverly Rd
PL ZCR 2023-
00000462
ADU R
3/9/2023
1 1 NONE No No Approved Ministerial
6377-009-009 9229 Almo St PL ZCR 2023- 00000356 ADU R 4/10/2023 1 1 NONE No No Approved Ministerial6382-028-010 9245 Myron St PL ZCR 2023- 00000358 ADU R 12/4/2023 1 1 NONE No No Approved Ministerial6374-015-007 4826 Deland Ave
PL ZCR 2023-
00000191
ADU R
5/25/2023
1 1 NONE No No Approved Ministerial
8122-021-011 4337 Gangel
Ave
PL ZCR 2023-
00000482
ADU R
4/11/2023
1 1 NONE No No Approved Ministerial
6385-026-043 8902 True Ave PL ZCR 2023- 00000516 ADU R 4/4/2023 1 1 NONE No No Approved Ministerial6381-012-022 9071 Nan St PL ZCR 2023- 00000573 ADU R 4/4/2023 1 1 NONE No No Approved Ministerial6374-027-021 8809 Railton St PL ZCR 2023- 00000593 ADU R 4/12/2023 1 1 NONE No No Approved Ministerial 6371-002-003 6068 Redbird
Dr
PL ZCR 2023-
00000633
ADU R
6/1/2023
1 1 NONE No No Approved Ministerial
6374-023-033 4911 Columbia
Ave
PL ZCR 2023-
00000606
ADU R
5/16/2023
1 1 NONE No No Approved Ministerial
6377-022-001 9338 Reichling
Ln
PL ZCR 2023-
00000698
ADU R
7/10/2023
1 1 NONE No No Approved Ministerial
6384-018-009 8142 Passons
Blvd
PL ZCR 2023-
00000290
ADU R
5/8/2023
1 1 NONE No No Approved Ministerial
6375-003-002 9367 Walnut
Ave
PL ZCR 2023-
00000760
ADU R
6/22/2023
1 1 NONE No No Approved Ministerial
Table A
Cells in grey contain auto-calculation formulas
1 5
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bonus Law Applications 10 Housing Development Applications Submitted
6369-026-035 7711
Rosemead Blvd
PL ZCR 2023-
00000122
ADU R
5/2/2023
10 10 NONE No No Approved Ministerial
6374-019-010 4902 San
Gabriel Pl
PL ZCR 2023-
00000755
ADU R
10/16/2023
1 1 NONE No No Approved Ministerial
6384-023-013 8143 Greenvale
Ave
PL ZCR 2023-
00000653
ADU R
6/26/2023
1 1 NONE No No Approved Ministerial
8122-014-008 9513 Melita St PL ZCR 2023- 00000792 ADU R 6/7/2023 1 1 NONE No No Approved Ministerial6372-013-003 5320 Zola Ave PL ZCR 2023- 00000385 ADU R 5/31/2023 1 1 NONE No No Approved Ministerial6370-024-001 6603 Crossway Dr
PL ZCR 2023-
00000852
ADU R
5/9/2023
1 1 NONE No No Approved Ministerial
5272-032-017 8524 Arma St PL ZCR 2023- 00000878 ADU R 7/11/2023 1 1 NONE No No Approved Ministerial 6377-027-024 9333 Mines Ave PL ZCR 2023- 00000948 ADU R 6/5/2023 1 1 NONE No No Approved Ministerial 6379-007-018 9710 Mines Ave PL ZCR 2023- 00002387 ADU R 12/18/2023 1 1 NONE No No Approved Ministerial 6375-023-013 4965 Tobias
Ave
PL ZCR 2023-
00001006
ADU R
6/6/2023
1 1 NONE No No Approved Ministerial
6372-017-003 5327 Dulin Ave PL ZCR 2023- 00001064 ADU R 8/2/2023 1 1 NONE No No Approved Ministerial 6385-018-041 9839 Whiteland
St
PL ZCR 2023-
00001025
ADU R
6/20/2023
1 1 NONE No No Approved Ministerial
8122-019-032 9417 Tilmont St PL ZCR 2023- 00000665 ADU R 6/21/2023 1 1 NONE No No Approved Ministerial6378-026-015 6753 Citronell Ave
PL ZCR 2023-
00002178
ADU R
6/26/2023
1 1 NONE No No Approved Ministerial
6384-012-009 9341 Sunglow
St
PL ZCR 2023-
00000700
ADU R
7/12/2023
1 1 NONE No No Approved Ministerial
6383-030-021 9674 Bascom
St
PL ZCR 2023-
00001102
ADU R
7/3/2023
1 1 NONE No No Approved Ministerial
6377-011-016 9202 Loch Avon
Dr
PL ZCR 2023-
00001217
ADU R
9/13/2023
1 1 NONE No No Approved Ministerial
6374-030-016 8819 Creeland
St
PL ZCR 2023-
00001288
ADU R
7/6/2023
1 1 NONE No No Approved Ministerial
6384-018-008 8134 Passons
Blvd
PL ZCR 2023-
00001428
ADU R
7/12/2023
1 1 NONE No No Approved Ministerial
6384-012-022 8026 Clarinda
Ave
PL ZCR 2023-
00001514
ADU R
7/25/2023
1 1 NONE No No Approved Ministerial
6369-015-006 7648
Paramount Pl
PL ZCR 2023-
00001520
ADU R
9/6/2023
1 1 NONE No No Approved Ministerial
6387-019-028 9252 Claymore
St
PL ZCR 2023-
00001528
ADU R
10/5/2023
1 1 NONE No No Approved Ministerial
5272-020-006 8734 Tilmont
Ave
PL ZCR 2023-
00001535
ADU R
8/8/2023
1 1 NONE No No Approved Ministerial
8122-016-020 9423 Bartolo
Ave
PL ZCR 2023-
00001621
ADU R
8/8/2023
1 1 NONE No No Approved Ministerial
6387-019-014 8616 Serapis
Ave
PL ZCR 2023-
00001325
ADU R
8/14/2023
1 1 NONE No No Approved Ministerial
6373-014-004 4812 Garrick
Ave
PL ZCR 2023-
00001607
ADU R
11/27/2023
1 1 NONE No No Approved Ministerial
6378-006-016 9303 Balfour St PL ZCR 2023- 00001651 ADU R 8/23/2023 1 1 NONE No No Approved Ministerial 6386-015-019 8633 Sideview
Dr
PL ZCR 2023-
00001218
ADU R
10/4/2023
1 1 NONE No No Approved Ministerial
6377-007-011 5107 Passons
Blvd
PL ZCR 2023-
00001608
ADU R
8/15/2023
3 3 NONE No No Approved Ministerial
6377-009-012 5102 Lindsey
Ave
PL ZCR 2023-
00001707
ADU R
10/17/2023
1 1 NONE No No Approved Ministerial
6372-022-020 5503 Zola Ave PL ZCR 2023- 00001782 ADU R 8/28/2023 1 1 NONE No No Approved Ministerial6369-017-012 7758 Bollenbacher Dr
PL ZCR 2023-
00001550
ADU R
8/30/2023
1 1 NONE No No Approved Ministerial
8121-012-005 4346 Lindsey
Ave
PL ZCR 2023-
00001808
ADU R
9/7/2023
1 1 NONE No No Approved Ministerial
6377-018-021 5318 Kilgarry
Ave
PL ZCR 2023-
00001754
ADU R
12/4/2023
1 1 NONE No No Approved Ministerial
6387-023-005 8514 Arrington
Ave
PL ZCR 2023-
00001881
ADU R
9/18/2023
1 1 NONE No No Approved Ministerial
6373-005-038 4748 Garrick
Ave
PL ZCR 2023-
00001062
ADU R
9/12/2023
1 1 NONE No No Approved Ministerial
6385-014-034 8554 Clarinda
Ave
PL ZCR 2023-
00001743
ADU R
10/24/2023
1 1 NONE No No Approved Ministerial
6369-016-014 7641
Keltonview Dr
PL ZCR 2023-
00001982
ADU R
10/24/2023
1 1 NONE No No Approved Ministerial
6384-021-027 9719
Homestead St
PL ZCR 2023-
00001613
ADU R
9/26/2023
1 1 NONE No No Approved Ministerial
6381-003-009 9137 Nan St PL ZCR 2023- 00001762 ADU R 11/29/2023 1 1 NONE No No Approved Ministerial 6377-002-014 5115 Lindsey
Ave
PL ZCR 2023-
00002077
ADU R
10/16/2023
1 1 NONE No No Approved Ministerial
6383-033-005 9522 Wheelock
St
PL ZCR 2023-
00002087
ADU R
11/16/2023
1 1 NONE No No Approved Ministerial
6379-026-008 9636
Homebrook St
PL ZCR 2023-
00002137
ADU R
12/7/2023
1 1 NONE No No Approved Ministerial
6368-010-016 8223 Lowman
Ave
PL ZCR 2023-
00002199
ADU R
11/14/2023
1 1 NONE No No Approved Ministerial
6370-024-008 6703 Crossway
Dr
PL ZCR 2023-
00002214
ADU R
10/30/2023
1 1 NONE No No Approved Ministerial
6382-002-025 9036 Rivera Rd PL ZCR 2023- 002-025 ADU R 11/7/2023 1 1 NONE No No Approved Ministerial8121-009-020 4126 Layman Ave
PL ZCR 2023-
00002294
ADU R
11/20/2023
1 1 NONE No No Approved Ministerial
6384-016-040 9554 Myron St PL ZCR 2023- 00002341 ADU R 11/16/2023 1 1 NONE No No Approved Ministerial6377-008-008 9323 Almo St PL ZCR 2023- 00002353 ADU R 12/4/2023 1 1 NONE No No Approved Ministerial6369-024-001 7631 Manzanar Ave
PL ZCR 2023-
00001450
ADU R
11/29/2023
1 1 NONE No No Approved Ministerial
6383-019-019 9623 Lundahl
Dr
PL ZCR 2023-
00002376
ADU R
12/7/2023
1 1 NONE No No Approved Ministerial
5272-028-016 4563
Bridgeview Ave
PL ZCR 2023-
00001816
ADU R
12/21/2023
1 1 NONE No No Approved Ministerial
Jurisdiction Pico Rivera ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Table A2
Streamlining Infill
23 56 89 11 12 13 14 15
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate- Income Entitlement Date Approved # of Units issued Entitlements Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate- Income Building Permits Date Issued # of Units Issued Building Permits Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate- Income Certificates of Occupancy or other forms of readiness (see instructions) Date Issued # of Units issued Certificates of Occupancy or other forms of readiness How many of the units were Extremely Low Income? Please select the streamlining provision the project was APPROVED pursuant to. (may select multiple) Infill Units? Y/N+ Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0 0 0 0 0 0 0 70 70 0 0 0 0 0 0 40 40 0 6374-030-022 4707 Rosemead Blvd Unit O 2023-00000032 ADU R 0 1 1/9/2023 1 0 NONE N 6374-030-022 4707 Rosemead Blvd Unit P 2023-00000034 ADU R 0 1 1/9/2023 1 0 NONE N 6374-030-022 4707 Rosmead Blvd Unit Q 2023-00000035 ADU R 0 1 1/9/2023 1 0 NONE N 6378-005-009 9209 1/4 Coolhurst Dr 2023-00000057 ADU R 0 1 1/9/2023 1 1 8/28/2023 1 NONE N 5272-019-014 8815 1/2 Tilmont Ave 2023-00000196 ADU R 0 1 1/31/2023 1 1 5/16/2023 1 NONE N 8122-020-026 9417 1/4 Beverly Rd 2023-00000207 ADU R 0 1 2/1/2023 1 1 5/24/2023 1 NONE N 5272-031-007 8555 1/4 Beverly Rd 2023-00000209 ADU R 0 1 2/7/2023 1 1 4/4/2023 1 NONE N 6347-018-016 4634 1/2 Orange St 2023-00000278 ADU R 0 1 2/13/2023 1 0 NONE N 6372-020-010 5412 1/2 Calico Ave 2023-00000342 ADU R 0 1 2/22/2023 1 1 8/21/2023 1 NONE N 6377-013-025 5430 Rosemead Blvd 2023-00000380 ADU R 0 1 3/22/2023 1 0 NONE N 6368-021-005 8422 1/4 La Docena Ln 2023-00000400 ADU R 0 1 3/23/2023 1 0 NONE N 6384-014-046 9744 1/2 Aero Dr 2023-00000489 ADU R 0 1 3/14/2023 1 0 NONE N6370-003-019 6319 1/2 Redbird Dr 2023-00000554 ADU R 0 1 3/21/2023 1 1 10/5/2023 1 NONE N 6383-015-009 9650 1/2 Schooling Rd 2023-00000581 ADU R 0 1 4/3/2023 1 0 NONE N 6386-014-004 8652 1/2 Sideview Dr 2023-00000597 ADU R 0 1 3/27/2023 1 0 NONE N 6385-022-013 8805 1/2 True Ave 2023-00000645 ADU R 0 1 4/12/2023 1 0 NONE N 6374-017-015 4914 1/2 Lindsey Ave 2023-00000656 ADU R 0 1 4/17/2023 1 0 NONE N 6387-007-016 8137 1/2 Coral Ln 2023-00000675 ADU R 0 1 4/5/2023 1 0 NONE N6377-022-018 9309 1/2 Rosehedge Dr 2023-00000709 ADU R 0 1 4/10/2023 1 0 NONE N 6384-005-020 9739 1/2 Planter St 2023-00000710 ADU R 0 1 4/10/2023 1 0 NONE N 8123-005-017 3647 1/2 Greenglade Ave 2023-00000712 ADU R 0 1 4/10/2023 1 0 NONE N 6382-012-022 7505 1/2 Lindsey Ave 2023-00000861 ADU R 0 1 5/1/2023 1 1 11/6/2023 1 NONE N 6372-018-017 5323 1/2 Calico Ave 2023-00000864 ADU R 0 1 8/22/2023 1 0 NONE N 6379-014-001 6117 1/2 Pico Vista Rd 2023-00000938 ADU R 0 1 5/9/2023 1 0 NONE N 6370-022-004 6713 1/2 Bollenbacher Dr 2023-00000952 ADU R 0 1 5/9/2023 1 1 11/27/2023 1 NONE N 6373-007-025 4735 1/2 Oak St 2023-00001037 ADU R 0 1 5/18/2023 1 1 10/11/2023 1 NONE N6379-006-036 6110 1/2 Pico Vista Rd 2023-00001040 ADU R 0 1 5/18/2023 1 1 11/20/2023 1 NONE N 6371-002-020 6137 1/2 Rosemead Blvd 2023-00001187 ADU R 0 1 6/28/2023 1 0 NONE N 8122-012-016 9507 1/2 Dork St 2023-00001241 ADU R 0 1 6/27/2023 1 0 NONE N6372-029-002 5608 1/2 Manzanar Ave 2023-00001334 ADU R 0 1 6/22/2023 1 0 NONE N 6379-013-013 6218 1/2 Millux Ave 2023-00001355 ADU R 0 1 6/27/2023 1 0 NONE N5272-015-016 4126 1/2 Maris Ave 2023-00001370 ADU R 0 1 6/29/2023 1 0 NONE N6381-017-005 9056 1/2 Burma Rd 2023-00001374 ADU R 0 1 6/28/2023 1 0 NONE N6376-021-009 9546 1/2 Aldrich St. 2023-00001379 ADU R 0 1 6/29/2023 1 0 NONE N8122-002-033 9453 1/2 Van Aken St 2023-00001387 ADU R 0 1 6/29/2023 1 0 NONE N6386-024-033 8815 1/2 Klinedale Ave 2023-00001418 ADU R 0 1 7/5/2023 1 0 NONE N 8121-017-017 4309 1/2 Durfee Ave 2023-00001424 ADU R 0 1 7/5/2023 1 0 NONE N6371-011-002 5715 1/2 Calico Ave 2023-00001446 ADU R 0 1 7/10/2023 1 0 NONE N6370-015-012 6539 1/2 Guild Dr 2023-00001454 ADU R 0 1 7/10/2023 1 0 NONE N6387-017-005 8621 1/2 Passons Blvd 2023-00001474 ADU R 0 1 7/13/2023 1 0 NONE N 8122-012-021 9433 1/2 Dork St 2023-00001504 ADU R 0 1 7/18/2023 1 0 NONE N6377-026-007 9308 1/2 Rosehedge Dr 2023-00001615 ADU R 0 1 7/31/2023 1 0 NONE N 6385-016-030 8541 1/2 Greenvale Ave 2023-00001618 ADU R 0 1 7/31/2023 1 0 NONE N 8122-021-011 4337 1/2 Gangel Ave 2023-00001692 ADU R 0 1 8/8/2023 1 0 NONE N 6385-026-043 8902 1/2 True Ave 2023-00001695 ADU R 0 1 8/19/2023 1 1 11/9/2023 1 NONE N 6376-019-006 9526 1/2 Bradhurst St 2023-00001705 ADU R 0 1 8/9/2023 1 0 NONE N 6377-029-002 9008 1/2 Bradhurst St 2023-00001765 ADU R 0 1 8/17/2023 1 0 NONE N6382-004-035 7519 1/2 Cravell Ave 2023-00001776 ADU R 0 1 8/17/2023 1 1 11/27/2023 1 NONE N 6372-013-007 5344 1/2 Zola Ave 2023-00001961 ADU R 0 1 9/14/2023 1 0 NONE N 6379-014-031 6231 1/2 Pico Vista Rd 2023-00001971 ADU R 0 1 9/18/2023 1 0 NONE N 6374-021-038 8860 1/2 West Blvd 2023-00002033 ADU R 0 1 9/25/2023 1 0 NONE N6377-027-024 9333 1/2 Mines Ave 2023-00002166 ADU R 0 1 10/11/2023 1 0 NONE N6386-003-014 8335 1/4 Eglise Ave 2023-00002168 ADU R 0 1 10/11/2023 1 0 NONE N6384-001-017 7814 1/2 Eglise Ave 2023-00002170 ADU R 0 1 10/12/2023 1 0 NONE N6374-023-033 4911 1/2 Columbia Ave 2023-00002207 ADU R 0 1 11/9/2023 1 0 NONE N 5272-014-020 4008 Maris Ave 2023-00002247 SFD O 0 1 10/26/2023 1 0 NONE N5272-013-005 4029 1/2 Maris Ave 2023-00002273 ADU R 0 1 10/31/2023 1 0 NONE N6379-013-018 6138 1/2 Millux Ave 2023-00002295 ADU R 0 1 11/9/2023 1 0 NONE N6379-013-034 9545 1/2 Balfour St 2023-00002305 ADU R 0 1 11/6/2023 1 0 NONE N6371-017-007 6339 1/4 Crossway Dr 2023-00002345 ADU R 0 1 11/9/2023 1 0 NONE N 6374-026-026 8743 1/2 West Blvd 2023-00002367 ADU R 0 1 11/16/2023 1 0 NONE N 6372-013-003 5320 1/2 Zola Ave 2023-00002408 ADU R 0 1 11/27/2023 1 0 NONE N6370-024-001 6603 1/2 Crossway Dr 2023-00002457 ADU R 0 1 12/4/2023 1 0 NONE N 6385-009-024 9759 1/2 Sunglow St 2023-00002487 ADU R 0 1 12/7/2023 1 0 NONE N 6384-018-008 8134 1/2 Passons Blvd 2023-00002499 ADU R 0 1 12/11/2023 1 0 NONE N 6372-019-018 5415 1/2 Los Toros Ave 2023-00000256 ADU R 0 1 2/9/2023 1 0 NONE N 8122-020-026 9417 1/2 Beverly Rd 2023-00001342 ADU R 0 1 6/26/2023 1 0 NONE N 6377-009-009 9229 1/2 Almo St 2023-00001731 ADU R 0 1 8/14/2023 1 0 NONE N6374-027-021 8809 1/2 Railton St 2023-00001898 ADU R 0 1 9/6/2023 1 0 NONE N6374-035-018 8718 1/2 Beverly Rd 2023-00002071 ADU R 0 1 9/28/2023 1 0 NONE N 6378-025-005 6628 1/2 Lindsey Ave 2022-00000216 ADU R 0 0 1 1/4/2023 1 NONE N 8123-002-025 3405 1/4 Sandoval Ave 2022-00001793 ADU R 0 0 1 1/5/2023 1 NONE N 6379-034-001 6742 1/2 Passons Blvd 2022-00001793 ADU R 0 0 1 1/18/2023 1 NONE N8123-017-052 9516 1/4 Epsom Pl 2022-00001496 ADU R 0 0 1 1/23/2023 1 NONE N 6371-018-007 8881 1/2 Coffman Pico Rd 2021-00000563 ADU R 0 0 1 2/1/2023 1 NONE N6378-014-006 6503 1/2 Bequette Ave 2022-00000802 ADU R 0 0 1 2/21/2023 1 NONE N 6368-025-002 8308 1/2 Manzanar Ave 2022-00001407 ADU R 0 0 1 2/21/2023 1 NONE N 5272-011-020 4132 1/2 Columbia Ave 2021-00001342 ADU R 0 0 1 2/23/2023 1 NONE N6373-005-007 4717 1/2 Garrick Ave 2022-00000915 ADU R 0 0 1 2/23/2023 1 NONE N 6379-014-020 6122 1/2 Leona Joan Ave 2022-00002335 ADU R 0 0 1 3/14/2023 1 NONE N6347-015-015 4603 1/2 Pine St 2021-00000259 ADU R 0 0 1 3/22/2023 1 NONE N 6375-006-008 9430 1/4 Olympic Blvd 2022-00001680 ADU R 0 0 1 3/23/2023 1 NONE N 6347-027-007 4812 1/2 Ivy St 2022-00002211 ADU R 0 0 1 3/23/2023 1 NONE N 6387-022-010 8432 1/2 Cravell Ave 2022-00001293 ADU R 0 0 1 3/27/2023 1 NONE N 6378-005-009 9209 1/2 Coolhurst Dr 2022-00000653 ADU R 0 0 1 4/17/2023 1 NONE N 8122-012-029 9422 1/2 Harrell St 2020-00001560 ADU R 0 0 1 4/25/2023 1 NONE N 8121-013-024 4223 1/2 Deland Ave 2022-00001181 ADU R 0 0 1 4/25/2023 1 NONE N 6371-014-001 6223 1/2 Rosemead Blvd 2022-00000859 ADU R 0 0 1 5/22/2023 1 NONE N 6375-023-026 4924 1/2 Church St 2022-00002527 ADU R 0 0 1 5/25/2023 1 NONE N 6382-004-013 7423 1/2 Cravell Ave 2022-00001840 ADU R 0 0 1 6/7/2023 1 NONE N 8123-002-041 3420 1/2 Greenglade Ave 2022-00002744 ADU R 0 0 1 7/20/2023 1 NONE N 6369-024-008 7619 1/2 Manzanar Ave 2021-00000055 ADU R 0 0 1 8/1/2023 1 NONE N Note: "+" indicates an optional field
Project Identifier
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units 1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
Jurisdiction Pico Rivera ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Note: "+" indicates an optional field
6379-023-008 9635 1/2 Homebrook St 2022-00002452 ADU R 0 0 1 8/15/2023 1 NONE N8121-017-012 4312 1/2 Deland Ave 2022-00001972 ADU R 0 0 1 8/21/2023 1 NONE N
5272-026-014 4566 1/4 Calico
Ave 2022-00002663 ADU R 0 0 1 9/5/2023 1 NONE N
6368-025-001 8302 1/2 Manzanar
Ave 2021-00000252 ADU R 0 0 1 11/2/2023 1 NONE N
6385-016-007 8537 1/2 Pico Vista Rd 2022-00001678 ADU R 0 0 1 11/16/2023 1 NONE N6374-017-006 4927 1/2 Deland Ave 2022-00002679 ADU R 0 0 1 10/10/2023 1 NONE N
Jurisdiction Pico Rivera ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 6th Cycle 10/15/2021 - 10/15/2029 1 Projection Period 34
RHNA Allocation by
Income Level
Projection Period -
06/30/2021-
10/14/2021
2021 2022 2023 2024 2025 2026 2027 2028 2029 Total Units to Date (all years) Total Remaining RHNA by Income Level Deed Restricted - - - - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Above Moderate 430 12 9 62 70 - - - - - - 153 277
1,024
12 9 62 70 - - - - - - 153 871
5 67
Extremely low-Income
Need 2021 2022 2023 2024 2025 2026 2027 2028 2029
Total Units to
Date
Total Units
Remaining
150 - - - - - - - - - - 150
Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].
149
-
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs. -
Moderate
299 146 149
Please contact HCD if your data is different than the material supplied here -
2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
299 146
Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.

Total RHNA
Total Units
Income Level
Very LowLowExtremely Low-Income Units*
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1).*Extremely low-income houisng need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.

Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1).

Jurisdiction Pico Rivera
Reporting Year 2023 (Jan. 1 - Dec. 31)
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation Housing Program 1A: Owner
Occupied Housing
Rehabilitation Program
The City will address property, structural, and energy/water conservation improvements for low income homeowners in the City. The City anticipates that 30 projects will be assisted annually through the Grant Program.

Reviewed annually. The City will monitor funding
opportunities on an annual basis and apply
for funding as opportunities arise.

The City partnered with Habitat for Humanity of Greater Los Angeles to carry out home rehabilitation projects for low to moderate-income homeowners to help sustain affordable housing in Pico Rivera. In the fiscal year 2022-23, Habitat for Humanity completed three projects. Additionally, the City is looking to reboot its HOME Investment Partnership Program to provide 0% interest loans and assist low-income homeowners with repair, rehabilitation, or reconstruction of owner-occupied units. The City continues to work with the State of California Housing and Community Development Department in finalizing program guidelines and soliciting a higher homeownership value limit for eligibility in our jurisdiction.

Housing Program 1B:

Neighborhood Improvement
Program
This program is designed to identify properties with violations and bring such properties up to City code requirements and to clean up unsightly and unsafe properties. Under this program, City personnel will refer property owners cited for Code violations to housing rehabilitation assistance programs as a means to prevent further deterioration of residential properties. The City will continue to conduct inspections on a complaint basis through the City’s Neighborhood Improvement Division.

Reviewed annually. The City will monitor funding
opportunities on an annual basis and apply for
funding as opportunities arise.

The City conducts inspections on a complaint basis through the City’s Neighborhood Improvement Division. In 2023 the City opened 1,942 cases based on complaints and was able to complete/close 1,265 cases.

Housing Program 1C:

Monitor and Preserve
Affordable Housing
The City will continue to keep an inventory of affordable housing units and promote, through the Housing Division, the use of additional affordable housing assistance programs, as appropriate, to preserve existing affordable units that are at risk of converting to market-rate. The City will contact public agencies, nonprofit organizations, and tenant groups that may be in a position to purchase and/or manage at-risk projects. The City will contact public agencies, non-profit organizations, and tenant groups with the capacity to outreach, educate and support existing tenants atrisk of potential displacement in Pico Rivera.

Establish monitoring program by October, 2024 and
review and maintain list of affordable units annually;
contact public agencies, non-profit organizations,
and tenant groups with the capacity to outreach,
educate and support existing tenants at-risk of
potential displacement by June 2024. The City will
monitor funding opportunities on an annual basis
and apply for funding as opportunities arise.

The City maintains a list of affordable units and will continue to pursue collaborations as opportunities become available.

Housing Program 1D:

Replacement Housing
The City may have existing non-vacant sites that contain vacant or demolished residential units that were occupied by lower income households or households subject to affordability requirements within the last five years. The City will implement a replacement housing program to ensure the replacement of any units lost subject to the requirements of Government Code section 65915, subdivision (c)(3).

The replacement requirement will be implemented
upon adoption of the Housing Element and applied
as applications on identified sites are received and
processed, and local policy shall be adopted by
June 2024.

Currently the City does not have existing non vacant sites that contain vacant or demolished residential units that were occupied by lower income households or households subject to affordability requirements within the last five years. The City will work towards adopting policy for receiving and processing application on identified sites.

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.

Table D
Program Implementation Status pursuant to GC Section 65583 Housing Program 1E:

Energy Efficient Design
The City will review ordinances and recommend changes where necessary to encourage energy efficient housing design and practices that are consistent with State regulations. The City provides information on their website and will continue to periodically update their literature regarding energy conservation, including solar power, energy efficient insulation, and subsidies available from utility companies, and encourage homeowners and landlords to incorporate these features into construction and remodeling projects.

Initiate program by April, 2024, throughout the 6th
Cycle.

The City will work on providing information on their website and will continue to periodically update their literature regarding energy conservation, including solar power, energy efficient insulation, and subsidies available from utility companies, and encourage homeowners and landlords to incorporate these features into construction and remodeling projects. On November 2022 the City adopted the 2022 California Building Codes including the California Energy Code.

Housing Program 2A:

Developer Consultation
The City will continue to promote and encourage early consultation with developers to assist in expanding housing opportunities in order to streamline the process involved in development of affordable housing. This early consultation will also provide developers with information needed to assist them in applying for funding to develop affordable and assisted housing. City staff will provide information in the form of handouts and on the City’s website indicating the benefits of early consultation for the development community as well as offer early consultation with developers on an as needed basis.

The City will conduct annual outreach with
developers to identify development opportunities,
with an emphasis on sites near transportation,
employment and services
The City offers pre-application meetings with developers to provide preliminary comments and explain the application process. There is no charge to the developer for a pre-application meeting.

Housing Program 2B:

Partnerships for Affordable
Housing Programs
The City will continue to cooperate with other agencies and organizations that offer lower income households homeownership assistance as a means of further leveraging housing assistance.

These agencies and organizations may include, but are not limited to Los Angeles County- Mortgage Credit Certificate (MCC) Program, Neighborhood Housing Services of Los Angeles CountyHomeownership Promotion and Preservation Program, Affordable Mortgage Lending Program. The City will increase resident awareness about housing programs offered by other agencies and organizations by advertising them on the City’s website and by offering Staff assistance at City Hall.

The City will provide information about these
programs and partnerships through printed materials
available at City Hall and electronically on the City’s website by December 2023; Reviewed annually
The City will work towards posting on the website resources from other agencies and organizations.

Housing Program 2C:

Section 8 Rental Assistance
The City will continue to aid households through the Section 8 program, provided funding remains available, and encourage rental property owners to register their units with the City. The City will continue to monitor the number of residents accessing the program and units available for rent. Specific Actions of this program include:
-Provide up to date information on the City’s webpage and review bi-annually for consistency with available
funding/programs/assistance
-Continued coordination with the County to administer Section 8 vouchers
-Host a minimum of one workshops or office hours scheduled to discuss section 8 opportunities and application processes.

Initiate program by December 2023 or upon
adoption of 6th Cycle Housing Element, whichever
earlier; Review annually throughout the 2021-2029
Cycle.

On average there are 385 households that participate in the Section 8 program annually. In 2023 the City pulled 72 applicants for the waiting list and issued 32 new vouchers. We ended the year with 170 applications on the waitlist. The Housing Division continues to refer and provide general qualification and program information to interested individuals.

Housing Program 2D:

Federal and State Funding
Programs
The City will review federal and state housing financing and subsidy programs for their potential availability to Pico Rivera. If the programs could be reasonably thought to be available to Pico Rivera, the City will work with the appropriate developers and nonprofits to support feasible funding application(s). This program also will entail the provision of City staff assistance to developers of housing for lower income housing and assessing the potential to match their projects to applicable federal and state programs.

Included in this assistance would be pre-application meetings and helping the applicant with identifying potential approaches to address design and site requirements.

Reviewed annually and reach out to developers and
identify housing opportunities on an annual basis;
Monitor funding opportunities on an annual basis
and apply for funding as opportunities arise
The City continues to monitor the availability of federal and state housing financing and subsidy programs. The Community and Economic Development Department offers pre
‐
application meetings to help developers of housing for lower income housing identifying potential approaches to address design and site requirements.

Housing Program 2E:

Farmworker and Employee
Housing Act Compliance
The City of Pico Rivera will update Title 18, the Zoning Code of the Pico Rivera Municipal Code to comply with provisions for farmworker housing in compliance with the Employee Housing Act (Sections 17000- 17062.5 of the California Health and Safety Code).

Adopt Code Amendments by June 2025. The City will work towards adopting municipal code amendments in compliance with the Employee Housing Act.

Housing Program 2F:

Development of Housing for
Extremely Low and LowerIncome Households
The City recognizes the importance of supporting the development of housing for low and extremely low income households. While the City does not build housing, it is a primary goal of the Housing Element to support developers and increase the feasibility of development of housing for extremely low and low income households. Actions for this program include the following:
-When funding is available, the City shall subsidize up to 100 percent of the City’s application processing fees for qualifying developments where all units are affordable to 80% AMI or lower. -Promote the benefits of this program to the development community by posting information on its webpage and creating a handout to be distributed with land development applications.

Evaluated annually. The City will monitor funding
opportunities on an annual basis and apply for
funding as opportunities arise; The City will conduct
annual outreach with developers to identify
development opportunities, with an emphasis on
sites near transportation, employment and services.

The City will continue to work towards the actions of the program and when funding is available, the City shall subsidize up to 100 percent of the City’s application processing fees for qualifying developments where all units are affordable to 80% AMI or lower.

Housing Program 3A:

Persons with Physical and
Developmental Disabilities
The City will continue to take actions to accommodate the approval of group homes, ADA retrofit efforts, ADA compliance and/or other measures through the implementation of Title 24 as well as amend its procedures to provide more flexibility in the development of accommodations for persons with physical and developmental disabilities by eliminating the need for a variance.

Review annually and address as requested; The
City will conduct annual outreach with developers to
identify development opportunities for housing for
special needs households, including persons with
developmental disabilities, through activities such as
technical assistance, assistance in seeking funding
annually, expedited processing and flexibility in
development standards.

The City will continue to take actions to accommodate the approval of group homes, ADA retrofit efforts, ADA compliance and/or other measures through the implementation of Title 24 as well as amend its procedures to provide more flexibility in the development of accommodations for persons with physical and developmental disabilities by eliminating the need for a variance. In 2014 the City adopted to the municipal code Chapter 18.67 Requests for Reasonable Accommodations under the Fair Housing Act.

Housing Program 3B:

Emergency, Transitional and
Supportive Housing and
Lower Barrier Navigation
Centers
The City shall permit Low Barrier Navigation Center development as a matter of right in appropriate zoning districts, subject to requirements of state law. These requirements include
implementing standards, provisions and limitations governing the permitting, development, siting and management of Low Barrier Navigation Centers. The City of Pico Rivera shall update its Municipal Code, as appropriate, to comply with State law.

The City shall update its Municipal Code to permit permanent supportive housing by-right pursuant to Government Code Section 65651.

Additionally, the City will also review and amend the Municipal Code to comply with updates to State law regarding transitional and emergency shelters, including AB 139 and AB 2339. Assembly Bill 2339 adds additional specificity on how jurisdictions plan for emergency shelters and ensure sufficient capacity for low-income housing in their housing elements. The City will revise and amend the Municipal Code to comply with the requirements of AB 139 and AB 2339. Specifically, the City will amend the Municipal Code to address zoning requirements, parking and spacing requirements, the definition of emergency shelters, ensure sufficient capacity in zones that allow residential uses and proximity to transportation and homelessness services, appropriate development standards, and all other requirements under AB 2339.

The City will review and amend the Municipal Code
to comply with updates to State law by June 2025
and review annually for updates.

Supportive Housing is allowed by right in residential zones. The City will continue to work towards updating the Municipal Code to comply with updates to State law regarding transitional and emergency shelters.

Housing Program 3C:

Development of Housing for
Large Households
The City understands that appropriately sized housing units for families is an important means to improve livability, reduce incidence of overcrowding, and minimize deferred maintenance issues. As identified in Section 2, approximately 25% of households within Pico Rivera are comprised of 5 or more person (ACS 2018).

The City encourages developers/builders to incorporate larger bedroom counts in future housing developments, as appropriate, to accommodate the needs of larger households to support the development of rental and for-sale housing for larger households, especially lower income large households.

The City will encourage development of housing for large households through a variety of activities such as outreach to housing developers, providing technical assistance, providing expedited processing, fee reductions, waiving of specific development standards, etc. The City will ensure that the housing need for large households is met by prioritizing available incentives for large households.

Reviewed annually; The City will conduct annual
outreach with developers to identify development
opportunities for housing for large family households
through activities such as technical assistance,
assistance in seeking funding annually, expedited
processing and flexibility in development standards.

The City does not discourage the proposal of housing units with higher bedroom counts and continues to offer pre-application meetings to developers to explain the submittal process and address site design concerns.

Housing Program 4A:

Rezoning of Sites to
Accommodate the City’s
2021-2029 RHNA Need
The City of Pico Rivera has little vacant and available residentially zoned land to accommodate future
housing growth. In order to accommodate the 2021-2029 RHNA allocation, the City will establish an overlay zone of approximately

91.7 acres to meet a shortfall of 1,332 dwelling units at all income levels, including applicable development standards to facilitate maximum densities, permitted uses, and all other components required as part of the City’s Zoning Code, which promotes the development of residential uses at up to 40 dwelling units per acre (du/ac).

The City will adopt an overlay zone to accommodate
the 2021-2029 RHNA allocation by June 2026. The
City will annually review its progress to meeting the
2021-2029 RHNA and the inventory of sites
identified to meet it. If a shortage of sites is identified at any point during the planning period, the City will
identify new candidate sites to allow for the sufficient development of housing units to meet the 2021-2029
RHNA allocation.

On September 12, 2023 the City Council approved and adopted the rezoning of the housing element sites to apply an R-40 overlay zone to allow for development at 40 du/acre.

Housing Program 4B:

Promotion of Accessory
Dwelling Unit (ADU) and
Junior Accessory Dwelling
Unit (JADU) Development
The City will implement programs with the intent of promoting the development of ADUs throughout the 6th Planning Cycle. These programs my include, but are not limited to:
-Coordinating with the County on implementation of a permit-ready ADU program
-Post a user-friendly FAQ on the City’s website to assist the public -Waiving certain permitting fees to make ADU development -Creating an expedited plan check review process to ease the process for homeowners
-Research potential State and Regional funding sources for affordable ADUs and make the
information found publicly available to homeowners
-Engaging with residential development applicants regarding ADU opportunities that may not have
been considered.

Program components will be analyzed by June
2024, and implement changes by June 2025.

To assist the public the City has posted an ADU/JADU handout on the website and has printed handout available at the public counter. The City will continue to research potential State and Regional funding sources for affordable ADUs and make the information found publicly available to homeowners. The City is working towards preapproved ADU plans.

Housing Program 4C:

Create ADU Monitoring
Program
The City will create a monitoring program to track ADU and JADU creation and affordability levels throughout the planning period.

This will allow the City to monitor the development of accessory units at all income levels. Additionally, the City will review their ADU and JADU development progress within one year of the adoption of the 6th cycle Housing Element to evaluate if production estimates are being achieved. The City will monitor ADU production and affordability every other year.

The City will create an ADU monitoring program by
June 2024. The City continues to maintain a list of ADUs and JADUs submitted.

Housing Program 4D:

Candidate Sites Used in
Previous Housing Elements
Pursuant to State Housing law, candidate sites identified in this Housing Element to accommodate a portion of the City’s low- and very low -income RHNA that were identified in previously adopted Housing Elements must be rezoned to allow residential use by right at specified densities for housing developments in which at least 20 percent of the units are affordable to lower income households. By right shall mean the jurisdiction may not require any of the following discretionary actions, except if the project requires a subdivision:
-A conditional use permit
-A planned unit development permit
-Other discretionary, local-government review or approval that would constitute a “project”
The City may impose objective design review standards on projects. The City has identified as part of this Housing Element update vacant and nonvacant sites that were used in previous Housing Elements to meet the current RHNA need. To
accommodate the provisions of State law, the City shall permit all nonvacant sites included in a prior Housing Element and all vacant sites included in two or more consecutive planning periods that permits by right development for projects that meet the requirements of State housing law, including 20 percent affordability.

The City will amend the Municipal Code to permit all
nonvacant sites included in a prior Housing Element
and all vacant sites included in two or more
consecutive planning periods that permits by right
development for projects that meet the requirements
of State housing law, including 20 percent
affordability by June 2026.

On September 12, 2023 the City Council approved and adopted the rezoning of the housing element sites to apply an R-40 overlay zone to allow for development at 40 du/acre. In addition, the city adopted amendments to the zoning code to allow for by right development per State housing law. On September 22, 2023 HCD provided comments and requested amendments from the City to clarify language in the zoning code regarding by right development. The required amendments will be taken to City Council on February 27, 2024
Housing Program 5A:

Remove Development
Constraints
City Staff will periodically review the development standards for the residential zones to identify standards that may constrain the development of affordable housing and housing for special groups, such as individuals with disabilities. The City will work with the developer through density bonuses or a PUD if necessary and will further review any standards identified in the Housing Element as a constraint and alter them as necessary to ensure that the development of affordable housing is feasible. The City will also continue to provide development standard modifications, streamlined processing for applications related to the creation of affordable housing, and offer fee modifications for projects proposing affordable units that are required to apply for variations to the existing development standards.

Reviewed annually and adopt code amendments
within 6 months of annual review as necessary
The City is currently working on a Comprehensive Zoning Code Update that is estimated to be completed Summer 2024.

Housing Program 5B:

Density Bonus
The City currently continues to offer developers the opportunity of a Density Bonus Program which is a density increase of 35% plus development incentives for qualified affordable projects. The City will update the Density Bonus Program to provide for an allowance of up to 50% density bonus, instead of 35%, when the base BMR is proposed, in compliance with AB 2345. The City will also comply with AB 1763 by permitting up to an 80% density bonus for projects proposed with 100 percent affordable units. The City will continue to inform and encourage developers to utilize the density bonus program by promoting the program on the City’s website and by offering Staff assistance at City Hall.

Update Density Bonus Program by June 2024;
Review annually
The City is currently working on a Comprehensive Zoning Code Update that is estimated to be completed Summer 2024.

Housing Program 5C:

Streamline Processing
The City continues to monitor permit processing times to ensure the fastest possible turnaround for applications. The City will modify the application packet, as appropriate, to simplify and streamline the application process. The City will continue to monitor permit processing times and investigate ways to streamline the process and digitize information including building permits and the Zoning Code.

Reviewed annually and adopt amendments within 6
months of annual review as necessary. The City continues to monitor department processing times.

Housing Program 5D:

Planning and Development
Fees
The City will conduct periodic internal reviews of planning and development fees to ensure that the fees are not excessive and are appropriate to cover the cost of services provided. The City will continue to offer a streamlined permitting process for residential projects, to minimize the holding, development and labor costs assumed by the project applicant. The City will provide the latest fee schedules on the City website and at City Hall.

Reviewed annually and adopt fee amendments
within 6 months of annual review as necessary The City continues to review planning and development fees.

Housing Program 5E: Water
& Sewer Service Providers
Pursuant to Chapter 727, Statues of 2005 (SB 1087), the City of Pico Rivera is required to deliver its adopted
Housing Element and any amendments thereto to local water and sewer service providers. This legislation
allows for coordination between the City and water and sewer providers when considering approval of new
residential projects. Additionally, cooperation with local service providers will support the prioritization of
water and sewer services for future residential development, including units affordable to lower-income
households. The City will submit the adopted Housing Element to local water and sewer providers for their
review and consideration when reviewing new residential projects.

Upon adoption of the 2021-2029 Housing Element
Update; project-by-project basis The City has provided the Housing Element to local water and sewer service providers.

Housing Program 5F: Safety
Element Update and
Adoption of an
Environmental Justice
Element
SB 1035 requires that the City, after the initial revision of the safety element to identify flood hazards and address the risk of fire in certain lands upon each revision of the housing element, review and, if necessary, revise the safety element to identify new information relating to flood and fire hazards that was not previously available during the previous revision of the safety element. SB 1000 (2018) requires that the City include an environmental justice component to the General Plan during the 6th Cycle update of the City’s Housing Element. The City will adopt a separate Environmental Justice Element or otherwise incorporate the required Environmental Justice policies within the General Plan within 12 months of adoption of the 6th Cycle Housing Element.

Update the Safety Element Update and adopt an
Environmental Justice Element by December 2024.

The City of Pico Rivera adopted a Safety Element in 2014. The City will continue to work towards including an environmental justice component to the General Plan.

Housing Program 5G:

Senate Bill 35 Streamlining
The City will establish written procedures to comply with California Government Code Section 65913.4 and publish those procedures for the public, as appropriate, to comply with the requirements of Senate Bill 35 (SB 35), Chapter 366 Statues 2017. These requirements apply at any point in time when the City does not meet the State mandated requirements, based upon the SB 35 Statewide Determination Summary Report for Housing Element progress and reporting on Regional Housing Needs Assessment (RHNA). The City will process development projects with at least 50 percent affordable units through a streamlined permit process (i.e., 90 days for projects with up to 150 units). All projects covered by SB 35 are still subject to the objective development standards of the Pico Rivera Municipal Code that includes the Building and Fire Codes. However, qualifying projects cannot be subject to discretionary review or public hearings; and in many cases the City cannot require parking. Reduced parking requirements would be established consistent with the requirements of SB 35 for qualified streamlining projects.

Establish SB 35 procedures by June 2025. The City is working on developing a checklist and establishing procedures.

Housing Program 5H:

Parking Standards for
Residential Developments
The City’s residential off
‐
street parking requirements are provided
in Section 3.B.2 of this Housing Element. The City will review and revise the Municipal Code’s requirements for residential off ‐
street
parking for multi
‐
family projects to facilitate the development of
multi
‐
family housing, and specifically affordable housing. The City will consider multiple factors when addressing this update, including but not limited to: size of residential units, number of bedrooms, access to transit and other multi
‐
modal opportunities,
local parking trends related to vehicle ownership and the availability of the City’s inventory of on
‐
street parking.

Review by June 2025 and revise Code by June
2026.

The City is currently working on a Comprehensive Zoning Code Update that is estimated to be completed Summer 2024.

Housing Program 5I: Annual
Review of Site
Requirements
The City reviewed development standards such as yard
requirements, lot coverage and size, lot size, and building height limits and found in most cases not to constrain developments.

However, in order to identify potential constraints to development, the City will review its Building and Planning site requirements annually to identify potential constraints to development and make necessary changes if constraints are identified that preclude property owners from developing at the maximum stories and density permitted in their respective zoning. The City will amend height requirements for developments in the R-M zone from 28 feet to 36 feet, with no exceptions by June 2025.

Amend the Code by June 2025; Review annually. The City is currently working on a Comprehensive Zoning Code Update that is estimated to be completed Summer 2024.

Housing Program 6A:

Reasonable Accommodation
for Persons with Disabilities
The City will continue to remove potential and actual governmental constraints upon the maintenance, improvement, or development of housing for all income levels and for persons with disabilities.

The City will continue to encourage accessible housing for persons with disabilities and the retrofitting of existing dwelling units and enforcement of the State accessibility standards for new residential construction. The City is committed to assisting residents in need of reasonable accommodation and offers financial assistance through the Housing Rehabilitation Loan and Grant Program and will continue to direct eligible residents to apply for funds.

The City will administer the Housing Rehabilitation Loan and Grant Program to assist households with persons with disabilities with architectural modifications to their homes and continue to implement the provisions of the California Americans with Disabilities Act (Cal ADA). The City will provide information in public places regarding the City’s reasonable accommodation ordinance and the Housing Rehabilitation Loan and Grant Program.

Reviewed annually. The City will monitor funding
opportunities on an annual basis and apply for
funding as opportunities arise.

The City contiunes to adminster the Housing Rehabilitation Loan Grant Program to assist households with persons with disabilities with architectural modifications to their homes and continue to implement the provisions of the California Americans with Disabilities Act (Cal ADA).

Housing Program 6B:

Constraints on Housing for
Persons with Disabilities
The City will review and revise its Municipal Code to be compliant with State law regarding reasonable accommodation procedures and group homes. Specifically, the City will revised their code to address the existing CUP requirement as constraint to permit group homes for seven or more persons. Revisions will establish objective requirements for group homes of seven or more people to promote approval certainty.

The City will also provide information online and at City Hall on reasonable accommodations with respect to zoning, permit processing, and building laws.

Revise the Code by June 2024. The City is currently working on a Comprehensive Zoning Code Update that is estimated to be completed Summer 2024.

Housing Program 6C: Fair
Housing
The City will continue to contract with the Southern California Housing Rights Center to provide residents with fair housing services using Community Development Block Grant (CDBG) funds. The City will refer fair housing complaints to the Housing Rights Center as appropriate. The City will assist in program outreach through placement of fair housing program multilingual brochures at the public counter, City library, post office, and other community locations. The City will continue to assist households and refer fair housing complaints to the Southern California Housing Rights Center.

Reviewed metrics and timeframes annually.

The City partners with the Housing Rights Center to provide fair housing services to its residents. In the reporting period FY 2022-2023 the Housing Rights Center was able to serve 93 Pico Rivera households with their housing issues.hrough their Fair Housing Services Program, the Housing Rights Center responded to inquiries from Pico Rivera residents regarding discrimination against persons with disabilities; conducted Fair Housing Rights Workshops that included an overview of the fair housing law and protected classes and unlawful practices; and distributed informational brochures regarding various fair housing laws (such as fair housing laws for persons with disabilities and eviction laws, etc.,) that were made available throughout the year at Pico Rivera Senior Center and City Hall.

Housing Program 6D:

Community Outreach
The City will extend outreach efforts throughout the planning period to continue gathering community input on, but not limited to, affordable housing, housing for special needs populations, and ADUs. The continued outreach will be City-wide with a focus on traditionally under-represented communities.

Objectives:
-The City will conduct one community outreach event per year to provide resources and information to community members. -The City will designate an affordable housing liaison as part of planning staff responsible for developer outreach.
-The City will conduct at least two outreach discussions per year with the local development community to gather information on local market conditions.

A minimum of one meeting held annually The City will continue to conduct outreach.

Housing Program 6E:

Constraints on Multi-Family
Housing
The City will no longer require a CUP for multifamily housing projects that are larger than 20,000 square feet if they comply with the City’s objective design standards. The City will review development trends in the City annually to ensure the CUP requirement is not a constraint to permit.

Additionally, some PPD findings include subjective language which may affect approval certainty. As a result, the City will amend the Code to remove subjective language from the PPD findings.

Objectives:
-Analyze multifamily development activities and trends in the City on an annual basis to ensure the CUP requirement for is not presenting a constraint to development and review the Municipal Code as needed.

Amend the Code by June 2024; Review annually. The City is currently working on a Comprehensive Zoning Code Update that is estimated to be completed Summer 2024.

Jurisdiction Pico Rivera ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2023 (Jan. 1 - Dec. 31)Planning Period 6th Cycle 10/15/2021 - 10/15/2029 No Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage on their internet website containing authorizing local ordinance and supporting materials.

Notes
Table K
Tenent Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese). Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes ti l
Jurisdiction Pico Rivera Note: "+" indicates an optional field Reporting Period 2023
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation
formulas
Designation Size Notes
1 2 34 5 6 7
APN Street Address/Intersection Existing Use Number of Units Surplus Designation Parcel Size (in acres) Notes 8121-003-902 9003 Beverly Blvd Vacant Surplus Land 0.59 In a letter dated February 28, 2023, HCD determined that the City met all the requirements under the SLA for the purposes of disposing of the surplus land.

NOTE: This table must contain an invenory of ALL surplus/excess lands the reporting jurisdiction owns Summary Row: Start Data Entry Below
Parcel Identifier

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table H
Locally Owned Surplus Sites
For Los Angeles County jurisdictions, please format the APN's as follows:9999-999-999 Jurisdiction Pico Rivera
Reporting Year 2023 (Jan. 1 - Dec. 31)
Total Award Amount Total award amount is auto-populated based on amounts entered in rows 15-26.

Task $ Amount Awarded $ Cumulative Reimbursement Requested Other Funding Notes Online Permitting System $168,500.00 $168,500.00 None Reimbursement Approved by HCD / 6-8 weeks for check to be processed Online permitting system
Development ( Bluebeam ) $4,800.00 $0.00 None Submitting Reimbursement @ Closeout Online Permitting Training
(CADD Bluebeam) $3,000.00 $0.00 None CADD (Bluebeam Training) Submitting Reimburstment @ Closeout Online Permitting System ( Data
Migration ) $9,000.00 $0.00 None Pending Final Invoice - Submitting Reimbursement @ Close Out COG Staff position on LEAP $3,000.00 $0.00 None
Research of City Zoning and Land
Use Codes-Comprehensive
Zoning Code Update and
implement housing streamline
programs
$111,700.00 $0.00 Other
Submitting Reimbursement @ Closeout
Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 00 Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 7070
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Certificate of Occupancy Issued by Affordability Summary In ProgressIn ProgressIn Progress

ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
In Progress
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section50515.02 or 50515.03, as applicable. $ 300,000.00
Task Status
Completed
In Progress
Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 40 Total Units 40
Income Level
Very Low
Low
Moderate
Above Moderate
To: Mayor and City Council
From: City Manager
Meeting Date: March 26, 2024
Subject: RESOLUTION AUTHORIZING SUBMITTAL OF AN

APPLICATION FOR FUNDING UNDER THE HOME

INVESTMENT PARTNERSHIPS PROGRAM
Recommendation:

Fiscal Impact:

There is no fiscal impact to the General Fund from this action. If approved by the California Department of Housing and Community Development (HCD), the City would be awarded grant funds totaling $500,000 for eligible housing projects and program activities in fiscal year (FY) 2024-25. No additional appropriations are being requested at this time.

Background:

HCD’s HOME Investments Partnership Program plays a crucial role in assisting cities, counties, developers, tribal entities, and nonprofit Community Housing Development Organizations (CHDOs) in creating and maintaining affordable housing. The program offers grants to cities and counties, along with low-interest loans to developers and CHDOs, for a range of eligible activities geared towards benefiting low-income renters, homebuyers, or homeowners. Cities and counties that do not receive HOME funds directly from the U.S. Department of Housing and Urban Development (HUD) are eligible to apply for state HOME funds.

On January 19, 2024, HCD released a Notice of Funding Availability (NOFA) for the HOME Program. The City of Pico Rivera is an eligible jurisdiction to apply for these funds because it does not receive HOME funding directly from HUD. The NOFA outlines a range of eligible activities for which HOME funds can be used including first-time 6 CITY COUNCIL AGENDA REPORT – MEETING OF MARCH 26, 2024

RESOLUTION AUTHORIZING SUBMITTAL OF AN APPLICATION FOR FUNDING

UNDER THE HOME INVESTMENT PARTNERSHIPS PROGRAM

Page 2 of 3 ends

homebuyer programs, owner-occupied rehabilitation programs, and tenant-based rental assistance programs.

The City will pursue the maximum application amount of $500,000 based on HCD limits that are determined by expenditure rates in previous HOME Program funding years.

Applications are due by April 9, 2024, and are subject to Sixth Cycle Housing Element Update compliance which the City secured earlier this year.

Discussion:

The City has utilized HOME funding to support the Owner-Occupied Housing Rehabilitation Assistance Program. The program is designed to provide assistance to eligible homeowners for correction of health and safety items, code violations and improvements to the exterior of the property. The program is currently operating with $120,000 from Community Development Block Grant funds. HOME funds would provide homeowners the opportunity to obtain deferred loans at 0% interest to finance the cost of necessary household repairs. To qualify for the program, applicants must have incomes at or below 80% of Los Angeles County’s area median income (AMI), adjusted for household size, as annually published by HCD.

Subject to approval by HCD, staff recommends utilizing awarded funds, up to the $500,000 maximum application amount, to continue providing housing rehabilitation assistance. This proposed activity would help address substandard housing conditions citywide and community demand for assistance with essential home repairs. If funds are granted, the City will work closely with HCD to update its housing rehabilitation program guidelines and forms to ensure ongoing compliance. The City will also continue to request local increases in the HOME Homeownership Value Limit, which is a limit placed on the post-rehabilitation value of a home for eligibility to receive HOMEfunded assistance. This will enable the City to extend assistance to as many households as possible.

Environmental Analysis:

The application has been reviewed with respect to the applicability of the California Environmental Quality Act (Public Resources Code Section 21000 et seq.) (“CEQA”).

City staff has determined that submittal of the HOME Investment Partnerships Program application does not have the potential for creating a significant effect on the environment and is therefore exempt from further review under CEQA pursuant to State CEQA Guidelines Section 15060(c)(3) because it is not a project as defined by the CEQA Guidelines Section 15378. Adoption of the resolution does not have the potential for resulting in either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment.

CITY COUNCIL AGENDA REPORT – MEETING OF MARCH 26, 2024

RESOLUTION AUTHORIZING SUBMITTAL OF AN APPLICATION FOR FUNDING

UNDER THE HOME INVESTMENT PARTNERSHIPS PROGRAM

Page 3 of 3 ends

Conclusion:

Staff recommends that the City Council approve a resolution authorizing submittal of an application to the California Department of Housing and Community Development (HCD) under the HOME Investment Partnerships Program’s 2022-2023 Notice of Funding Availability (NOFA).

Steve Carmona
SC:AB:JG:EL:jj
Enclosures: 1) Resolution
2) HOME 2022-2023 Notice of Funding Availability – January 19, 2024 RESOLUTION NO. ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PICO RIVERA,

CALIFORNIA, AUTHORIZING SUBMITTAL OF AN APPLICATION TO THE

CALIFORNIA DEPARTMENT OF HOUSING AND COMMUNITY

DEVELOPMENT FOR FUNDING UNDER THE HOME INVESTMENT

PARTNERSHIPS PROGRAM
WHEREAS, the California Department of Housing and Community Development (the “Department”) is authorized to allocate HOME Investment Partnerships Program (“HOME”) funds made available from the U.S. Department of Housing and Urban Development (“HUD”). HOME funds are to be used for the purposes set forth in Title II of the Cranston-Gonzalez National Affordable Housing Act of 1990, in federal implementing regulations set forth in Title 24 of the Code of Federal Regulations, part 92, and in Title 25 of the California Code of Regulations commencing with section 8200; and WHEREAS, on January 19, 2024, the Department issued a Notice of Funding Availability announcing the availability of funds under the HOME program (the “NOFA”); and
WHEREAS, in response to that HOME NOFA, the City of Pico Rivera, a municipal corporation (the “Applicant”), wishes to apply to the Department for, and receive an allocation of, HOME funds.

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

SECTION 1. In response to the above-referenced HOME NOFA, the Applicant shall submit an application to the Department to participate in the HOME program and for an allocation of funds not to exceed Five Hundred Thousand Dollars ($500,000) for the following activities and/or programs:

Owner-occupied housing rehabilitation assistance programs to be located within Pico Rivera city limits.

SECTION 2. If the application for funding is approved, then the Applicant hereby agrees to use the HOME funds for eligible activities in the manner presented in its application as approved by the Department in accordance with the statutes and regulations cited above. The Applicant will also execute a Standard Agreement, any amendments thereto, and any and all other documents or instruments necessary or required by the Department or HUD for participation in the HOME program (collectively, the required documents).

SECTION 3. The Applicant authorizes the Mayor of the City of Pico Rivera, or their designee(s) to execute, in the name of the Applicant, the HOME Standard Agreement.

Enclosure 1
6a
RESOLUTION NO. ____

Page 2 of 2 ends

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

SECTION 5. The City Clerk shall attest to the passage of this resolution, and it shall thereupon be in full force and effect.

APPROVED AND PASSED this 26th day of March, 2024.
_________________________________
Andrew C. Lara, Mayor
ATTEST: APPROVED AS TO FORM:
_______________________________ _________________________________ Cynthia Ayala, CMC, City Clerk Arnold M. Alvarez-Glasman, City Attorney AYES:

NOES:

STATE OF CALIFORNIA - BUSINESS, CONSUMER SERVICES AND HOUSING AGENCY GAVIN NEWSOM, Governor

DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT

DIVISION OF FEDERAL FINANCIAL ASSISTANCE

HOUSING BRANCH
2020 W. El Camino Avenue, Suite 200,
P.O. Box 952054
Sacramento, CA 94252-2054
(916) 263-2771
www.hcd.ca.gov
January 19, 2024
MEMORANDUM FOR: ALL POTENTIAL APPLICANTS
FROM: Sasha Hauswald, Deputy Director
Division of Federal Financial Assistance
SUBJECT: HOME Investment Partnerships Program (HOME)
2022-2023 Notice of Funding Availability
The California Department of Housing and Community Development (Department) is pleased to announce the release of this Notice of Funding Availability (NOFA) for approximately $120 million in federal funds for the HOME Investment Partnerships Program (HOME). Funding for this NOFA is from the FY 2022 and FY 2023 allocations, plus unencumbered funds and Program Income from previous years’ allocations. The funding level may change due to the factors listed in the Section I (A) of this NOFA. This funding provides loans or grants to eligible HOME Applicants serving low-income [at or below 80 percent (80%) of Area Median Income (AMI)] and very low-income [at or below 50 percent (50%) of AMI] households. This NOFA is subject to state and federal HOME regulations.

The Department will target 20 percent (20%) of the HOME funding for Eligible Applicants that meet the definition of a Native American Entity as set forth and provided in this NOFA. The Department and HOME Program team will provide comprehensive technical assistance to Native American Entities throughout the application process and during implementation of the Project or Program.

The Department will also target $18 million of HOME funding for eligible activities located in Federally Declared Disaster Areas, as set forth and provided in this NOFA.

The HOME funds provided through this NOFA will be awarded on a competitive basis for State Recipients (including Native American Entities), CHDOs, and Developers as defined in this NOFA. Funding may be used for the following eligible uses:

Project Activities
• Multi-family Rental Projects (new construction and/or rehabilitation with or without acquisition); and
• First-Time Homebuyer (“FTHB”) Projects (subdivision development) Program Activities
• FTHB Programs, including in-fill new construction programs where feasible; • Owner-Occupied Rehabilitation (“OOR”) Programs; and
• Tenant-Based Rental Assistance (“TBRA”) Programs
Enclosure 2
6b
HOME Investment Partnerships Program (HOME) 2022-2023 NOFA

Page 2 ends

To be considered, each Applicant must submit a complete application for each HOME Project Activity and/or a Program Activity combined application with required documentation via the eCivis Grants Management System (“GMS”) Portal, only. The Department will begin accepting applications received through the eCivis GMS Portal on February 12, 2024. For cities, counties, CHDOs, and Developers, each completed application package must be submitted no later than 5:00 P.M. Pacific Daylight Time (PDT) on April 9, 2024. For Native American Entity Applicants (whether a Federally Recognized Tribe or Non-Federally Recognized Tribe), each completed application package must be by no later than 5:00 P.M. PDT on May 9, 2024.

Timeline
NOFA Release January 19, 2024
Webinars February 2024
Competitive application submittal period
for cities, counties, CHDOs, and
Developers
From February 12, 2024, through April
9, 2024, 5:00 P.M. PDT
Competitive application submittal period
for Native American Entities (NAE-FRTs
and NAE-NFRTs)
From February 12, 2024, through May
9, 2024, 5:00 P.M. PDT
If the NOFA results in insufficient applications to award all available funds, the Department reserves the right to reopen the application submission period for over-thecounter (OTC) applications on a first come, first served basis.

All activities in this NOFA are subject to the availability of funds and continuing U.S.

Department of Housing and Urban Development (“HUD”) and legislative authority.

Applications
Applicants are encouraged to set up their profiles and upload attachments and documents in the eCivis GMS Portal located at https://portal.ecivis.com/#/login early to ensure successful submissions prior to the application deadline. If Applicants experience trouble logging into the portal or have questions on how to complete the online application, please contact the Department at [email protected].

The Department will hold a series of webinars in February 2024 to review the NOFA and application process. A list of webinar dates, times, and how to register, is available on the Department’s HOME website at https://www.hcd.ca.gov/grants-andfunding/programs-active/home-investment-partnerships-program. Assistance setting up a profile, submitting an application, and managing awards through the eCivis GMS portal is available under the Training and Technical Assistance tab on the Department’s website at https://www.hcd.ca.gov/grants-and-funding/programs-active/homeinvestment-partnerships-program Additionally, technical assistance sessions will be offered during the application period to assist Applicants with questions regarding the application and application process.

Applicant seeking technical assistance can send email to the [email protected] email address and a session will be scheduled.

HOME Investment Partnerships Program (HOME) 2022-2023 NOFA

Page 3 ends

The Department will not accept applications through personal, postal, and/or shipment deliveries, facsimiles, email, walk-in, or any other forms of delivery other than the eCivis GMS Portal.

Links to the eCivis GMS Portal, supplemental application forms, regulations, and program information are available at https://www.hcd.ca.gov/grants-andfunding/programs-active/home-investment-partnerships-program. To receive HOME NOFA FAQs and other program information and updates, please be sure to subscribe to the federal programs email list at https://www.hcd.ca.gov/contact-us/email-signup.

Please direct any questions regarding this NOFA to the HOME program at:

[email protected].

Attachments

HOME INVESTMENT PARTNERSHIPS

PROGRAM (HOME)
2022-2023 Notice of Funding Availability
Gavin Newsom, Governor
State of California
Melinda Grant, Undersecretary
Business, Consumer Services and Housing Agency
Gustavo Velasquez, Director
California Department of Housing and Community Development 2020 W. El Camino Avenue, Suite 500, Sacramento, CA
95833 Phone: (916) 263-2771
Website: https://www.hcd.ca.gov/grants-and-funding/programs-active/homeinvestment-partnerships-program Email address: [email protected]
January 19, 2024
Table of Contents
I. Overview .............................................................................................................................................. 2 A. Notice of Funding Availability......................................................................................................... 2 B. Timeline......................................................................................................................................... 3 C. Authorizing Legislation and Regulation Authority........................................................................... 3 D. Application Submission Process.................................................................................................... 5 E. Definitions...................................................................................................................................... 6 II. Program Requirements....................................................................................................................... 10 A. Eligible Applicants ....................................................................................................................... 10 B. Additional HOME Eligibility Criteria.............................................................................................. 15 C. Eligible Activities (Pursuant to 24 C.F.R. § 92.205(a)) ................................................................. 15 D. Ineligible Use of Project Funds .................................................................................................... 18 E. Activity Combination and Limits................................................................................................... 18 F. Allocation of Funding ................................................................................................................... 19 G. Activity Funding Amounts and Limits ........................................................................................... 21 H. Program Income and Recaptured Funds ..................................................................................... 25 I. Period of Affordability .................................................................................................................. 26 J. Forms of Assistance .................................................................................................................... 27 K. Administrative and CHDO Operating Funds ................................................................................ 28 L. Project-Related Soft Costs .......................................................................................................... 29 III. State and Federal Requirements ........................................................................................................ 31 A. Property Standards and Physical/Capital Needs Assessments.................................................... 31 B. Timeframes for Use of Funds ...................................................................................................... 31 C. Match Requirements ................................................................................................................... 32 D. Transition Reserve Policy ............................................................................................................ 33 E. Annual Monitoring Fees for Multifamily Projects .......................................................................... 33 IV. Application Review ............................................................................................................................. 34 A. Minimum Application Requirements (Threshold).......................................................................... 34 B. Rating and Ranking..................................................................................................................... 37 C. Project Activity Application Scoring Factors and Evaluation......................................................... 38 D. Program Activities Application Scoring Factors and Evaluation ................................................... 47 E. Point Deduction Rules ................................................................................................................. 50 F. Rental Project Scoring and Notification........................................................................................ 50 G. Project Activity Feasibility Review................................................................................................ 51 H. Appeals ....................................................................................................................................... 51 V. Award Announcements and Contracts................................................................................................ 52 A. Award Announcements................................................................................................................ 52 B. Contracts..................................................................................................................................... 53 VI. Federal and State Overlays ............................................................................................................... 53 VII. Other Terms and Conditions............................................................................................................... 59 A. Right to Modify or Suspend.......................................................................................................... 59 B. Conflicts ......................................................................................................................................59 C. False, Fictitious or Fraudulent Claims.......................................................................................... 59 D. Detecting, Preventing, and Reporting Fraud................................................................................ 59 E. Combating Fraud......................................................................................................................... 59 F. Whistleblower Protection Acts ..................................................................................................... 60 G. Cancellation and Defaults............................................................................................................ 62 H. Loan Closing Requirements ........................................................................................................ 62 VIII. List of Appendices .............................................................................................................................. 62 California Department of Housing and Community Development 2 HOME 2022-2023 NOFA

HOME INVESTMENT PARTNERSHIPS PROGRAM (HOME)

NOTICE OF FUNDING AVAILABILITY
I. Overview
A. Notice of Funding Availability
The California Department of Housing and Community Development (Department) is pleased to announce the release of this Notice of Funding Availability (NOFA) for approximately $120 million in federal funds for the HOME Investment Partnerships Program (HOME).

This HOME NOFA provides funding for housing project activities and housing program activities in “non-entitlement jurisdictions,” which are jurisdictions and unincorporated areas that do not receive HOME funding directly from HUD.

These HOME funds will be used to benefit residents of non-entitlement jurisdictions and are specifically designed to assist low-income households by providing affordable housing. All eligible HOME activities must benefit lowincome renters, homebuyers, or homeowners.

The amount of funding available through this NOFA may vary depending on several factors, including, but not limited to, the Department’s administrative determination of need, changes in legislation directing the Department to make additional funds available, new emergency allocations of funding, or newly available funding from the disencumbrance of previous awards. If additional funding becomes available, the Department may continue evaluating the list of eligible Applicants and make awards up to the additional funding amount available or release an additional NOFA to announce the targeted purpose of the funds.

These funds may be used in conjunction with other local, state, and federal rental housing programs to assist the same units in the proposed Project development, not to exceed the HOME Program maximum per-unit subsidy limits and the actual development cost of the unit. All requirements must be met for each funding source, and, if in conflict, the most restrictive programs’ requirements apply. It is the Applicant’s responsibility to review all applicable regulations and/or guidelines for every funding source anticipated to be used in the development the Project.

Pursuant to both federal and state law, all HOME costs must be: (1) necessary, (2) reasonable, (3) contain no duplication of benefit, (4) not used to supplant local or state resources, (5) free from fraud, and (6) an eligible use of HOME funds.

The funds available in this NOFA will be used to meet the following statewide goals in accordance with the Department’s 2020-2024 Consolidated Plan and the Department’s 2022-2023 Annual Action Plan, as the same may be amended from time to time, serving low-income households earning at or below 80 percent (80%) of Area Median Income (AMI) and very low-income households earning at or below 50 percent (50%) of AMI:
• Increase the supply of affordable rental housing;
• Expand homeownership opportunities and improve existing housing; California Department of Housing and Community Development 3 HOME 2022-2023 NOFA
• Addressing and preventing homelessness; and
• Recovery assistance for natural disaster survivors
B. Timeline
The following table summarizes the anticipated HOME Program timeline. The Department reserves the right to modify the projected timeline at any time. Any changes to the timeline will be communicated through the Department’s HOME Listserv (https://www.hcd.ca.gov/contact-us/email-signup).

Table 1 – Timeline
NOFA Release January 19, 2024
Competitive application due date for
cities, counties, CHDOs, and Developers
April 9, 2024, by 5:00 P.M.

Pacific Daylight Time (PDT)
Competitive application due date for
Native American Entities (NAE-FRTs and
NAE-NFRTs)
May 9, 2024, by 5:00 P.M.

PDT
Anticipated Award Announcements
Program Activities
Project Activities with 9% tax credits
Project Activities with 4% tax credits and
no tax credits
July 2024
September/October 2024
September/October 2024*
*Based on volume these dates
may change.

C. Authorizing Legislation and Regulation Authority
This NOFA should be read in conjunction with the following regulations, statutes, and plans, which establish state and federal HOME requirements:
• State HOME Regulations (25 C.C.R. § 8200 et seq.)
https://www.hcd.ca.gov/grants-and-funding/programs-active/homeinvestment-partnerships-program • State Uniform Multifamily Regulations (“UMRs”) (25 C.C.R. § 8300 et seq.) https://www.hcd.ca.gov/grants-and-funding/uniform-multifamilyregulations • Federal HOME Investment Partnerships Act Statutes at Title II of the Cranston-Gonzalez National Affordable Housing Act, as amended, 42 California Department of Housing and Community Development 4 HOME 2022-2023 NOFA
U.S.C. 12701 et seq.
https://www.hud.gov/sites/documents/19576_HOMELAWS.PDF
• Federal HOME Regulations (24 C.F.R. Part 92)
https://www.hudexchange.info/programs/home/home-laws-andregulations/ • Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 C.F.R. Part 200)
https://www.ecfr.gov/current/title-2/subtitle-A/chapter-II/part-200?toc=1 • State of California 2022-2023 Annual Action Plan
https://www.hcd.ca.gov/sites/default/files/docs/policy-and-research/planreport/StateofCADraft-2022-2023-AAP-12-6-22.pdf All regulatory references are to the state and federal HOME regulations unless otherwise noted.

Other helpful resources, including CPD Notices, Policy Memos, and other HUD Policy Guidance for the HOME Program can be found at
https://www.hudexchange.info/programs/home/.

Several of the terms used in the HOME NOFA have specific meanings defined by state and/or federal HOME regulations. When reviewing this NOFA and the application forms, carefully review the regulations for further defined terms. State HOME definitions are found in 25 C.C.R. § 8201 and 8217 and federal HOME definitions are found in 24 C.F.R. § 92.2.

If state or federal statutes or regulations, or other laws, policies, or procedures governing HOME or its funding are modified by Congress, the U.S. Department of Housing and Urban Development (HUD), the state Legislature, or the Department prior to completion of work to be done pursuant to awards made in connection with this NOFA, the changes may become effective immediately and apply to funded activities.

Any inconsistencies between this NOFA and state or federal HOME regulations will be resolved in favor of applicable regulations, unless a waiver or modification was approved by the Director in accordance with AB 1010 (Chapter 660, Statutes of 2019) in those instances, the waiver or modification will prevail when not in conflict with the federal HOME regulations.

The Department reserves the right at its sole discretion to suspend, amend, and/or supplement the provisions of this NOFA from time to time. If such action occurs, the Department will notify interested parties through the Department’s HOME Listserv (https://www.hcd.ca.gov/contact-us/email-signup).

Native American Entities
The state requirements set forth in the HOME NOFA are subject to Assembly Bill 1010 (Chapter 660, Statutes of 2019) (“AB 1010”) which is set forth in Health and Safety Code (HSC) § 50406(p), (a) where the provisions of tribal law, tribal governance, tribal charter, or difference in tribal entity or legal structure would cause a violation or not satisfy the requirements of the HOME NOFA, said requirements may be modified as necessary to ensure program compatibility; California Department of Housing and Community Development 5 HOME 2022-2023 NOFA
and (b) where the provisions of tribal law, tribal governance, tribal charter, or difference in tribal entity or legal structure or agency create minor inconsistencies (as determined by the Director of the Department or a duly authorized designee thereof) with the requirements set forth in the HOME NOFA, the Department may waive said requirements, as deemed necessary, to avoid an unnecessary administrative burden. Matters set forth or otherwise provided for in the HOME NOFA that may be modified or waived include, without limitation, threshold scoring requirements and any other matter set forth in HSC § 50406(p)(2).

Native American Entity Applicants, whether federally recognized or non-federally recognized, are accordingly encouraged to discuss any such potential modifications or waivers and their options in that regard at or during an optional pre-application technical assistance meeting. Native American Entity Applicants should be aware that AB 1010 cannot be used to modify or waive federal HOME statutory and regulatory requirements or state statutory requirements. There may be other federal laws or federal doctrines that could provide a basis for a possible modification of some federal requirements for Native American Entity Applicants. An example is where a Native American Entity has its own Tribally Determined Wage, in which case Davis Bacon wage requirements are not applicable. Native American Entity Applicants are encouraged to begin the AB 1010 waiver process before their application is submitted in order to allow time for the Department to review and make a legal decision on the request.

D. Application Submission Process
The Department will accept applications submitted via the eCivis application portal under this NOFA. Application acceptance and evaluation is subject to the state and federal regulations and the terms outlined in this NOFA. It is the Applicant’s responsibility to ensure that the submitted application is clear, complete, and accurate.

Electronic Application Submission Process
All Applicants must create an eCivis Profile prior to completing an application.

Once the profile is created, the Applicant must complete an application via the eCivis GMS Portal. Application current forms are available on the HOME website at https://www.hcd.ca.gov/grants-and-funding/programs-active/home-investmentpartnerships-program.

All applications must be uploaded to the eCivis GMS Portal no later than the deadlines specified in Section I (B) Timeline of this NOFA.

The Department will not accept applications through personal, postal, shipment deliveries, facsimiles, email, walk-ins, or any other forms of delivery other than the eCivis GMS Portal.

Applicants that do not meet the filing deadline requirements will not be eligible for funding. Applications must be on the Department’s current forms and cannot be altered or modified by the Applicant. Excel forms must be in Excel format, not converted to a PDF document.

California Department of Housing and Community Development 6 HOME 2022-2023 NOFA
After the applicable application deadline, Department staff may request clarifying information and/or inquire as to where in the application specific information is located, provided that such information does not affect the competitive rating of the application. No information, whether written or oral, will be solicited or accepted if this information would result in a competitive advantage to an Applicant or a competitive disadvantage to other Applicants. If the Department deems the application incomplete, or it fails to provide the minimum requirements, the Applicant may appeal the determination following the guidance in Section IV (H) Appeals of this NOFA.

Disclosure of Application
Information provided in the application will become a public record available for review by the public, pursuant to the California Public Records Act (Chapter 1473, Statutes of 1968) (PRA). As such, any materials provided will be disclosable to any person making a request under this Act. The Department cautions Applicants to use discretion in providing information not specifically requested, including, but not limited to, bank account numbers, personal phone numbers, and home addresses. By providing this information to the Department, the Applicant is waiving any claim of confidentiality and consents to the disclosure of submitted material upon receipt of a PRA request.

Concurrent Applications
The Department understands the unique challenges of the current funding environment. Therefore, the Department will allow HOME NOFA Applicants to pursue funding from more than one Department funding Program. Separate concurrent application(s) to other HCD Program funding source(s) is permitted under this HOME NOFA. These Applicants, however, MUST submit within each application a disclosure of all Department applications under review and/or applications anticipated to be submitted, regardless of who is applying for funding (e.g., city, county, Developer, sponsor, etc.). For all anticipated applications with NOFAs subsequent to the HOME NOFA application due date, Applicants must immediately notify HOME Program staff via the HOME NOFA mailbox at the time the additional application is submitted ([email protected]). In instances where such Applicants are competitive for an award, the Department will also engage in consultation with Applicants to discern which funding scenario(s) are optimal for Project feasibility while balancing cost containment. If a concurrent application is for Department-administered state program funding and the Project receives a state program award, this may result in a reduction of either award amount. The HOME Program’s approach for HOME NOFA Applicants may be to reduce the Department-administered state program award commensurately with any amounts awarded under the HOME Program NOFA.

E. Definitions
“Applicant” is any eligible State Recipient, CHDO, Developer, or Native American Entity which submits an application to the Department to operate programs or develop or rehabilitate Projects using HOME funds within a specified California Department of Housing and Community Development 7 HOME 2022-2023 NOFA
jurisdictional boundary, in accordance with 25 C.C.R. § 8201 and 8204 and HSC § 50896. A Developer of a Project shall not act as administrative subcontractor for the activity.
“Awardee" means the eligible Applicant (and, if applicable, the Co-Applicant) that has been awarded funds from the Department under the HOME Program, and that will be held responsible for compliance with and performance of all HOME requirements.
“Choice-Limiting Actions” means an action that may have an adverse impact on the environment or limit the choice of reasonable alternatives. A Choice-Limiting Action may include, but is not limited to, executing a purchase and sale agreement, signing a lease agreement, real property acquisition, rehabilitation, repair, demolition, disposition, or new construction.

For the purposes of environmental review, the Project is the aggregation of all activities that are required to build the Project and must be included in the scope of the environmental review. So even if HOME funds are only used to pay for a portion of the overall Project, Awardees and Subrecipients should still be aware of the activities involved that are considered Choice-Limiting Actions. Activities listed at 24 C.F.R. § 58.35(b) that are Categorically Excluded Not Subject To 24 C.F.R. § 58.5 (e.g., Tenant-Based Rental Assistance, provision of services) are not Choice-Limiting Actions. “Developer” means any legal entity, including Native American Entities (Native American Entities-Federally Recognized Tribes and Native American EntitiesNon-Federally Recognized Tribes), that will provide or arrange for design, financing, and construction services in connection with a housing Project as set forth in 25 C.C.R. § 8201(i). A nonprofit organization, formed as a special purpose entity in compliance with 25 C.C.R. § 8313.2, by a Non-Federally Recognized Tribe (NAE-NFRT) as defined herein, may be considered a Developer if the NAE-NFRT satisfies all other Developer eligibility requirements. “Homeless” means the same as defined under the federal Continuum of Care Program at 24 C.F.R. § 578.3, as may be amended and renumbered from time to time. “Homeless” includes “chronically homeless” and “homeless with a disability.”
“Homeownership” means ownership in fee simple title in a 1- to 4-unit dwelling or in a condominium unit, or equivalent form of ownership approved by HUD. (1) The land may be owned in fee simple or the homeowner may have a 99-year ground lease.
(i) For housing located in the insular areas, the ground lease must be 40 years or more.
(ii) For housing located on Indian trust or restricted Indian lands or a Community Land Trust, the ground lease must be 50 years or more.
(iii) For manufactured housing, the ground lease must be for a period at least equal to the applicable period of affordability in 24 C.F.R. § 92.254.

California Department of Housing and Community Development 8 HOME 2022-2023 NOFA
“Local Agency” means a city, county, city and county, or a Native American Entity that is a duly constituted governing body of an Indian Reservation or Rancheria, in accordance with HSC § 50077.
“Local Public Entity” means any county, city, city and county, Native American Entity that is a duly constituted governing body of an Indian Reservation or Rancheria, redevelopment agency organized pursuant to Part 1 (commencing with section 33000) of Division 24, or housing authority organized pursuant to Part 2 (commencing with section 34200) of Division 24, in accordance with HSC § 50079.
“Native American Entity” (“NAE”) means an “Indian Tribe” or a “Tribally Designated Housing Entity” that is any of the following: a) Applicant meets the definition of Indian Tribe under Section 4103(13)(B) of Title 25 of the United States Code; b) Applicant meets the definition of Tribally Designated Housing Entity under 25 U.S.C. 4103(22); or c) If Applicant is not a federally recognized tribe as identified above, Applicant is either: (1) Listed in the Bureau of Indian Affairs Office of Federal Acknowledgment Petitioner List, pursuant to 25 C.F.R.

Part 83.1; or (2) An Indian Tribe located in California that is on the contact list maintained by the Native American Heritage Commission for the purposes of consultation pursuant to GC Section 65352.3, and 3) has formed and controls a special purpose entity in compliance with 25 C.C.R. § 8313.2. “Native American Entity – Federally Recognized Tribe (“NAE-FRT”) means any Tribal Government which is a federally recognized tribe as defined at 25 U.S.C. section 4103(13)(B) and includes a duly constituted governing body of an Indian Reservation or Rancheria as Health and Safety Code section 50077 and 50079; or is a Tribally Designated Housing Entity under 25 U.S.C. section 4103(22).

A NAE-FRT may apply as a State Recipient or Developer for HOME Funds. “Native American Entity – Non-Federally Recognized Tribe” (“NAE-NFRT”) means any Tribal Government which is an Indian Tribe located in California that is not a federally recognized tribe and is either: (1) listed in the Bureau of Indian Affairs Office of Federal Acknowledgment Petitioner List, pursuant to 25 C.F.R.

Part 83.1, and has formed and controls a special purpose entity in compliance with 25 C.C.R. § 8313.2; or (2) listed on the contact list maintained by the California Native American Heritage Commission for the purposes of consultation pursuant to Government Code (GC) § 65352.3, and (3) has formed and controls a special purpose entity in compliance with 25 C.C.R. § 8313.2.

A NAE-NFRT may only apply as a Special Purpose Entity Developer for HOME funds for project activities.
“Native American Lands” means real property located within the State of California that meets the following criteria: (1) is trust land for which the United States holds title to the tract or interest in trust for the benefit of one or more tribes or individual Indians, or is restricted Indian land for which one or more tribes or individual Indians holds fee title to the tract or interest but can alienate or encumber it only with the approval of the United States; and the land may be leased for housing development and residential purposes under federal law; or California Department of Housing and Community Development 9 HOME 2022-2023 NOFA
(2) lands outside the jurisdiction of tribal government owned or co-owned by a Native American Entity in accordance with 25 C.C.R. § 8201(y). “Native American Entity (NAE) Service Area” means the area where the Project is located within the NAL and includes lands outside the NAE tribal government jurisdiction up to 100 miles from the boundary of the NAE trust or restricted land as defined at 25 U.S.C. 2201 that is within non-entitlement jurisdictions.
“Project” means a site or sites together with any building (including a manufactured housing unit) or buildings located on the site(s) that are under common ownership, management, and financing and are to be assisted with HOME funds as a single undertaking under this part. The Project includes all the activities associated with the site and building. For tenant-based rental assistance and program activities, Project means assistance to one or more families.
“Project Commitment” means the date the state has executed a Standard Agreement with an Awardee that includes the date and signature of each person signing the agreement, and that meets the minimum requirements of a Standard Agreement as defined in 24 C.F.R. § 92.504(c).

Additionally, if the Department or the Awardee is providing HOME assistance to a family to acquire single-family housing for homeownership, the Department or the Awardee and the family have executed a written agreement under which the HOME assistance will be provided, and the property title will be transferred to the family or purchaser within six months of the agreement date.

If the Department or the Awardee is providing HOME assistance to a family in the form of Tenant-Based Rental Assistance (TBRA), the Department or the Awardee has entered into a rental assistance agreement with the owner or the tenant in accordance with the provisions of 24 C.F.R. § 92.209. “Project Completion” means that all necessary title transfer requirements and construction work have been performed; the Project complies with the requirements of this part (including the property standards under 24 C.F.R. §

92.251); the final drawdown of HOME funds has been disbursed for the Project; and the Project Completion information has been entered into the disbursement and information system established by HUD, except that with respect to rental housing Project Completion, for the purposes of 24 C.F.R. § 92.502(d) of this part, Project Completion occurs upon completion of construction and before occupancy. For tenant-based rental assistance, Project Completion means the final drawdown has been disbursed for the Project. Depending on the Project’s funding mix, the Department may also require a recorded Notice of Completion, Certificate of Occupancy, and/or evidence of stabilized rents to demonstrate Project Completion.
“Special Needs Populations” means the same as defined under section 7301 of the Multifamily Housing Program guidelines: agricultural workers, individuals living with physical or sensory disabilities and transitioning from hospitals, nursing homes, development centers, or other care facilities; individuals living with developmental disabilities, serious mental illness, or substance abuse California Department of Housing and Community Development 10 HOME 2022-2023 NOFA
disorders; individuals who are survivors of domestic violence, sexual assault, and human trafficking; individuals who are experiencing homelessness; individuals with HIV; homeless youth as defined in California Government Code § 129571(2); families in the child welfare system for whom the absence of housing is a barrier to family reunification, as certified by a county; frequent users of public health or mental health services, as identified by a public health or mental health agency; frail elderly persons; or other specific groups with unique housing needs as determined by the Department. “Special Needs Populations” do not include seniors unless they otherwise qualify as a Special Needs Population. “Special Purpose Entities” means the legal entity or combination of legal entities with continuing control of the HOME Project and conforms with the requirements of 25 C.C.R. § 8313.2.
“State Recipient” means a “unit of general local government” designated by the State to receive HOME funds, in accordance with, as provided at 24 C.F.R. §

92.201(b)(2) and 25 C.C.R. § 8201(ii) and includes NAE-FRTs.

NOTE: HUD has opined in a HUD letter to the Department dated March 16, 2016, that NAE-FRTs are considered a “unit of general local government” and thus eligible for HOME funds as a State Recipient. The Department, upon request, will produce a copy of the HUD letter dated March 16, 2016. “Subrecipient” means a public agency or nonprofit organization selected by the Department to administer the State HOME Program to produce affordable housing, provide down payment assistance, or provide tenant-based rental assistance. A public agency or nonprofit organization that receives HOME funds solely as a Developer or owner of a housing project is not a Subrecipient, as provided at 24 C.F.R. § 92.2.

NOTE: HUD has opined in a HUD letter to the Department dated March 16, 2016, that the definition of “public agency” is construed broadly to mean “governmental entity” and thus includes NAE-FRTs to be eligible for HOME funds as a Subrecipient.

II. Program Requirements
The following is provided as only a summary and is not to be considered a complete representation of the entirety of the eligibility, threshold, or other requirements or terms and conditions of the HOME program.

A. Eligible Applicants

1. State Recipients, as defined by this NOFA, including NAE-FRTs To meet the definition of an eligible State Recipient, Applicants must meet the following criteria:
a. Have not been designated as a HOME Participating Jurisdiction by HUD; b. Are not participants in an Urban County Agreement with a county that is designated as a Participating Jurisdiction;
c. Are not participants in a HOME Consortium; and
California Department of Housing and Community Development 11 HOME 2022-2023 NOFA
d. Are proposing Project or Program Activities that will be located or carried out in the Applicant’s defined service area. Generally, this will be within the Applicant’s city limits, a county’s unincorporated area, or on or within 100 miles of Native American Lands as defined in 25 C.C.R. § 8201(y)(1) and within non-entitlement jurisdictions.

NOTE: NAE-FRTs must only carry out program activities within the defined NAE Service Area. NAE-FRTs must carry out project activities located within the state HOME program’s non-entitlement jurisdictional boundaries, which includes Native American Lands located within California.

Eligible city and county jurisdictions for 2022 and 2023 federal HOME funds are listed in Appendix A. If a city or county jurisdiction (jurisdiction) is not listed in Appendix A and is of the opinion that the jurisdiction is eligible to apply to the Department for HOME funds, the jurisdiction must submit a copy of the consortium or urban county agreement indicating that the jurisdiction is not a participant of a FY 2022-2023 or FY 2023-2024 HOME consortium or Urban County Agreement. The copy must be submitted no later than April 9, 2024, to the Department at [email protected].

2. Eligible CHDOs (State-certified Community Housing Development Organizations (CHDOs) as defined by 25 C.C.R. § 8201(f)) a. CHDO Applicants must meet all the requirements found at 24 C.F.R. §

92.2 at the time of application submittal and be certified by the Department prior to any project activity or program activity funding award through this NOFA.
b. CHDO Applicants will be required to submit through the eCivis GMS Portal the following documents required to complete the certification review prior to or as part of the application package:
(1) A copy of the letter from the Internal Revenue Service demonstrating exemption under Section 501(c)(3) or (4) and evidence of good standing from the California Franchise Tax Board dated no more than 12 months prior to the date Applicant applies for certification. (2) A copy of the corporation’s financial statement that is dated no more than 12 months prior to the date Applicant applies for certification. (3) A copy of the corporation’s bylaws, containing at a minimum, the governing board composition, the fulfillment and maintenance of 1/3 representation requirement found in 24 C.F.R. § 92.2, description of the manner in which board members are selected, evidence of purpose of the organization that complies with requirement in 24 C.F.R. § 92.2, disclosure of relationships with for-profit individuals and or entities, if any, as they relate to the governance of the corporation. (4) A copy of the corporation’s articles of incorporation and any amendments.
(5) A copy of Certificate of Status from the California Secretary of State California Department of Housing and Community Development 12 HOME 2022-2023 NOFA
dated no more than 12 months from the date of application of certification.
(6) A description of the formal process used to solicit advice from lowincome beneficiaries in decisions regarding design, citing, development, and management of affordable housing.
(7) A plan that describes tenant participation in management decisions for a rental project and the proposed fair lease and grievance procedures pursuant to 24 C.F.R. § 92.303.
(8) A list of current staff members responsible for any proposed HOME activity, with resumes. If staff do not have capacity, a commitment to hire an experienced consultant and a training plan must be submitted with the application for certification. For its first year of funding as a CHDO, an organization may satisfy this requirement through a contract with a consultant who has housing development experience to train appropriate key staff of the organization.
(9) Evidence of the Applicant’s history serving the community within which housing to be assisted with HOME funds is to be located. (10) A list of current board members, their occupations, and the names of their employers.
(11) A document that demonstrates to the satisfaction of the Department that any and all audit findings will have been resolved prior to receiving Department funding.
(12) Evidence the CHDO has not been debarred or suspended from participation in federal or state housing or community development projects or programs.
(13) Board Member Certifications completed and signed by each Board Member.
c. Projects being funded through this NOFA with the CHDO set-aside are required to be “owned, developed, or sponsored” by an eligible state certified CHDO. “Owned, developed, and sponsored” are defined at 24 C.F.R. § 92.300 as:
(1) Owner: Rental housing is “owned” by the CHDO if the CHDO is the owner in fee simple absolute of multifamily or single-family housing (or has a long-term ground lease meeting the requirements of 25 C.C.R. § 8316) for rental to low-income families in accordance with 24 C.F.R. §

92.252. If the housing is to be rehabilitated or constructed, the CHDO hires and oversees the Developer that rehabilitates or constructs the housing. At minimum, the CHDO must hire or contract with an experienced Project manager to oversee all aspects of the development, including obtaining zoning, securing non-HOME financing, selecting a Developer or general contractor, overseeing the progress of the work and determining the reasonableness of costs.

The CHDO must own the rental housing during development and for a period at least equal to the period of affordability. If the CHDO acquires California Department of Housing and Community Development 13 HOME 2022-2023 NOFA
housing that meets the property standards in 24 C.F.R. § 92.251, the CHDO must own the rental housing for a period at least equal to the period of affordability.

This option is available to CHDOs having experience and capacity to own and operate affordable rental housing but lack the experience or capacity to develop the Project. This option is not available if the Project is owned by a limited partnership entity (see Sponsor paragraph below).
(2) Developer: The CHDO may act as Developer if the CHDO is the owner of multifamily or single-family housing in fee simple absolute (or has a long-term ground lease meeting the requirements of 25 C.C.R. § 8316) and the Developer of new housing that will be constructed or existing substandard housing that will be rehabilitated for rent to low-income families in accordance with 24 C.F.R. § 92.252. To be the Developer, the CHDO must be in sole charge of all aspects of the development process, including obtaining zoning, securing non-HOME financing, selecting architects, engineers and general contractors, overseeing the progress of the work, and determining the reasonableness of costs. At a minimum, the CHDO must own the housing during development and for a period at least equal to the period of affordability.

This option is not available if the Project is owned by a limited partnership entity (see Sponsor paragraph below).

CHDOs are not allowed to act as Developer in Projects where the CHDO does not have a long-term ownership interest and contractual relationship with the Project owner (i.e., a Development Services Agreement) to develop the Project.
(3) Sponsor: 24 C.F.R. Part 92 provides two explanations of what it means to “sponsor” a HOME-assisted rental housing Project.
a) A CHDO “sponsors” a Project when the property is “owned” or “developed” by:
o An affiliated subsidiary of the CHDO, which is wholly owned by the CHDO;
o A limited partnership of which the CHDO or its wholly owned affiliated subsidiary is the sole general partner; or
o A limited liability company of which the CHDO or its wholly owned affiliated subsidiary is the sole managing member. b) A CHDO may “sponsor” a Project in situations where the CHDO owns the property (in fee simple absolute), develops the housing, and agrees to convey the housing to a different private nonprofit organization at a predetermined point in time after Project Completion. The nonprofit to which the Project will be conveyed does not need to be a CHDO but must be identified and approved by the Department prior to Project Commitment of HOME funds. Additionally, this nonprofit cannot be created by a California Department of Housing and Community Development 14 HOME 2022-2023 NOFA
governmental entity. If for any reason the Project is not transferred to this nonprofit, the CHDO remains liable for the HOME funds and Project for the term of the affordability period. c) If awarded HOME funds, CHDOs must obtain all necessary permanent Project financing, including the permanent financing for the required period of affordability, and must execute a Standard Agreement with the Department pursuant to 25 C.C.R. § 8217(b)(1).
d. CHDO FTHB Projects and Infill New Construction site control and ownership requirements:
(1) Housing for homeownership is “developed” by the CHDO if the CHDO is the owner (in fee simple absolute) and developer of new housing that will be constructed or existing substandard housing that will be rehabilitated for sale to low-income families in accordance with 24 C.F.R. § 92.254.
(2) Pursuant to Pursuant to 24 C.F.R. § 92.300(a)(6)(i), to be the “developer,” the CHDO must arrange financing of the Project and be in sole charge of construction. The CHDO may provide direct homeownership assistance (e.g., down payment assistance) when it sells the housing to low-income families and the CHDO will not be considered a subrecipient. The HOME funds for down payment assistance shall not be greater than 10 percent (10%) of the total amount of HOME funds awarded for development of the housing. (3) The state or the State Recipient must determine and set forth in its written agreement with the CHDO the actual sales prices of the housing or the method by which the sales prices for the housing being developed will be established.
(4) Prior to award, CHDOs must be certified to serve the jurisdiction in which the Project is located, and the jurisdiction must be eligible to receive state HOME assistance funds.

3. Eligible Developers as defined by this NOFA
Developers must satisfy all other eligibility requirements detailed in this NOFA including, but not limited to, experience and capacity requirements.

Developers may partner with a State Recipient Applicant in addition to submitting one application on its own, however both applications must not be for the same Project.

NAE-NFRTs may only apply as a Developer for HOME funds and are not eligible to apply as State Recipients or CHDOs. NAE-NFRTs applying as a Developer may only apply for project activities.

NOTE: A Limited Partnership (LP) is not considered an eligible Applicant/Awardee but may be the ultimate borrower under specific circumstances. If an eligible Applicant intends to create a LP, please consult with HOME staff prior to submitting an application.

California Department of Housing and Community Development 15 HOME 2022-2023 NOFA
B. Additional HOME Eligibility Criteria

1. Minimum Expenditure Requirement for Program Activities (50 Percent Rule) Pursuant to 25 C.C.R. § 8204(b), Applicants with current HOME Program Activities contracts, for which the expenditure deadline established in the contract(s) has not yet passed, shall be ineligible to apply for a program activity unless the Applicant has expended at least fifty percent (50%) of the aggregate total of program funds originally awarded by this NOFA’s applicable application due date.

Potential Applicants with no open HOME Program Activities contracts are not affected by this rule.

“Expended” funds are the total of all valid Administrative and Project Drawdown Requests (PDRs) or, for TBRA, future commitments on Project Set-up Reports received by the Department by the NOFA application deadline. Additionally, for FTHB and OOR, a valid PDR is limited to the amount needed for reimbursement of actual expenses for work that has been completed (Work Completed). Work Completed varies by activity as follows:
a. FTHB activity: escrow has closed, as evidenced by a final HUD Settlement Statement;
b. OOR activity: construction completed and inspected;
c. TBRA activity: rental payment assistance amount multiplied by the number of months in the individual tenants’ TBRA agreements, to the extent those funds are available in existing TBRA grants.

2. Applicants must be in good standing with the State of California and all agencies and departments thereof. By way of example and not limitation, if an Applicant is a business entity, such entity must be qualified to do business in California and currently in good standing with the California Secretary of State and the California Franchise Tax Board.

C. Eligible Activities (Pursuant to 24 C.F.R. § 92.205(a))

1. Project Activities — Eligible HOME Project Activities are as follows:
a. Rental Projects
(1) Rental New Construction Projects — funds are provided to develop a specific multifamily Project on a specific site by a specific Developer. Rental new construction Projects may be with or without acquisition; or
(2) Rental Rehabilitation Projects — funds are provided to rehabilitate a specific rental Project on a specific site by a specific Developer, with or without property acquisition.

Pursuant to 24 C.F.R. § 92.205(a), “acquisition” is considered a transfer of real property between unaffiliated third parties.

Therefore, a “rehabilitation with acquisition Project” is eligible only if there will be an acquisition of real property. A title or vesting California Department of Housing and Community Development 16 HOME 2022-2023 NOFA
change of current ownership is not acquisition of property, whether or not monies were exchanged.

Applicants requesting project activities funding for a rental Project consisting of multiple sites must be in compliance with 25 C.C.R. § 8303(b).

NOTE: Projects proposed for acquisition only are not eligible for funding.
b. First-Time Homebuyer (FTHB) Projects
Construction financing must include the following:
(1) New construction or acquisition/rehabilitation/conversion to develop homes on specific site(s).
(2) All (100 percent) of the HOME investment rolls over to permanent financing to provide mortgage assistance to eligible first-time homebuyers when the units are sold to eligible homebuyers.

NOTE: Rental and FTHB Projects with multiple sites must have common ownership and financing.

2. Program Activities — Eligible HOME Program Activities are as follows:
a. First-Time Homebuyer (FTHB) Program
(1) Acquisition-only Down Payment Assistance – funds are awarded to a HOME-eligible Applicant to provide loans to homebuyers for acquisition of a modest dwelling that the homebuyer selects from the open market.

NOTE: CHDOs are ineligible for this activity.
(2) Infill New Construction – funds are awarded to an eligible State Recipient or CHDO to provide assistance for the new construction of dwellings on scattered sites, with no more than four dwellings per vacant site, subject to the following requirements:
 Pursuant to federal National Environmental Policy Act (NEPA) requirements, an environmental assessment
(EA) will be required, regardless of the funding source, if there are more than four units developed within 2,000 feet of one another.
 Pursuant to the HOME NOFA, to be considered an Infill New Construction program the Applicant must assume
the role of developer, own the property during
construction, and sell the home to an eligible
homebuyer within nine (9) months of Project
Completion. All dwellings must be situated on land held in fee simple, leasehold, or another manner approved
in writing by the Department, and be affixed to a
California Department of Housing and Community Development 17 HOME 2022-2023 NOFA
permanent foundation at the time of construction
closing.

Pursuant to 25 C.C.R. § 8207, the FTHB primary mortgage loan must be fully amortized and have a fixed interest rate that does not exceed the current market rate by more than 100 basis points (1%) as recognized by the 90-day “posted yield” for 30-year fixed rate loans, established by Fannie Mae. Rates are available at
https://singlefamily.fanniemae.com/pricing-execution/historical-dailyrequired-net-yields.

For Infill New Construction Projects with costs that exceed 100 percent (100%) of the appraised value, this activity is eligible only if the applicant clearly documents the availability of grant funds or building sites currently owned by the Applicant or Developer. For example, if the Project includes a development grant as a funding source, then the Applicant must provide a commitment letter from the funding source in form and content acceptable to the Department in its sole discretion. b. Owner-Occupied Rehabilitation (OOR) Program
Funds to a HOME-eligible Applicant to assist owners whose primary residence is in need of repairs, improvements, or reconstruction necessary for correction of any health and safety deficiencies, and to meet locally adopted standards used for rehabilitation Projects. “Reconstruction” means demolition and rebuilding on the same residential lot. This includes homes destroyed by natural causes as long as HOME funds are committed within 12 months of the date of destruction.
c. Tenant-Based Rental Assistance (TBRA) Program
For funds provided to a HOME Applicant to administer a program to provide rent subsidies and/or security deposits to eligible households, the minimum term of rental assistance to an eligible household is six months; however, the tenant must be initially offered a one-year lease.

TBRA funds may be used to assist tenants to reside in any state HOMEeligible jurisdiction within the county where the TBRA funds were awarded. TBRA funds awarded to NAE-FRTs must be used to assist tenants with housing within the NAE Service Area where the TBRA funds were awarded.

For example, TBRA funds awarded to the City of Winters can also be used for units located in West Sacramento, Woodland, and the unincorporated areas of Yolo County, since these jurisdictions are state HOME eligible within Yolo County, but they may not be used in Davis, which is not state HOME eligible.

California Department of Housing and Community Development 18 HOME 2022-2023 NOFA
D. Ineligible Use of Project Funds
Pursuant to 24 C.F.R. § 92.214 federal HOME funds cannot be used for several items, including, but not limited to:

1. Initial deposit to the replacement reserve as required by 25 C.C.R. § 8309.

Therefore, in a Project where HOME is the only source of financing, or if other lenders/equity partners will not pay for these costs, the Developer must pay them;

2. Provide tenant-based rental assistance for the special purposes of the existing section 8 program;

3. Provide non-federal matching contributions required under any other federal program; and

4. Applicants may not charge servicing, origination, or other fees for the purpose of covering costs of administering the HOME program (e.g., fees on lowincome families for construction management or for inspections for compliance with property standards) (see 24 C.F.R. § 92.206(d)(6) and §

92.207), with exceptions referenced in 24 C.F.R. § 92.214(b)(1).

In accordance with the Department’s 2022-2023 Annual Action Plans, HOME funds may not be used to pay for the cost to refinance existing Project debt.

Pursuant to 24 C.F.R. § 92.206(a)(4), HOME funds cannot pay for the costs associated to construct or rehabilitate laundry and/or other community facilities located in separate buildings containing no residential units. In addition, any community facilities must be for the exclusive use of the residents and their guests and cannot be available to the general public.

Pursuant to 24 C.F.R. § 92.206 (b)(2)(vi), federal HOME funds cannot be used to refinance single family or multifamily housing loans made or insured by any federal program, including CDBG.

Additionally, HOME funds cannot provide a duplication of benefit or supplant any other federal, state, or local funds previously committed to the Project.

For further ineligible uses of HOME funds, refer to 24 C.F.R. § 92.214.

E. Activity Combination and Limits
State Recipients (excluding Developers and CHDOs) may apply for multiple eligible activities as follows:

1. One rental Project and one FTHB Project; or

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

3. One FTHB Project and any combination of eligible Program Activities, except for a FTHB program
A separate application must be submitted for each project activity. For program activities, one main application must be submitted, along with a California Department of Housing and Community Development 19 HOME 2022-2023 NOFA
sub-application for each desired program activity. Project and program activities are rated and ranked separately.

CHDOs may apply for multiple eligible activities as follows:

1. One rental Project and one FTHB Project; or

2. One rental Project or FTHB Project and one FTHB Program Activity of infill new construction
Developers (not applying through a State Recipient) may submit one application pursuant to this NOFA. This application may consist of only one eligible activity as follows:

1. One rental rehabilitation Project, with or without acquisition; or

2. One rental new construction Project, with or without acquisition NOTE: Using both HOME FTHB project activity funds and HOME FTHB program activity funds for the same Project is not permitted.

F. Allocation of Funding
To promote equitable distribution of HOME Program funds, funding made available by this NOFA will be allocated in accordance with the state regulations and targets cited below, to the extent eligible applications are available to fund.

Table 2 - Allocation of Funding
Funding Targets and Statutory Set-Asides Amount
CHDO Set-Aside
Pursuant to 24 C.F.R. § 92.300(a), the Department will
allocate 15 percent (15%) of total funds available after state administrative costs for HOME allocation for
housing to be owned, developed or sponsored by
CHDOs.
$ 18,000,000
Program Activities Target
Pursuant to 25 C.C.R. § 8212.1, the Department will
allocate 40 percent (40%) of total funds available after state administrative costs for Program Activities.
$ 48,000,000
Rental Projects Target
Pursuant to 25 C.C.R. § 8212.1, the Department will
allocate 55 percent (55%) of total funds available after state administrative costs for rental Projects. This
amount includes a 15% CHDO set-aside.
$ 66,000,000
California Department of Housing and Community Development 20 HOME 2022-2023 NOFA
First-Time Homebuyer Projects Target
Pursuant to 25 C.C.R. § 8212.1, the Department will
allocate 5 percent (5%) of total funds available after
state administrative costs for FTHB Projects. This
amount includes a 15% CHDO set-aside.
$ 6,000,000
Rural Areas Target
Pursuant to 25 C.C.R. § 8212 (b)(3), the Department
will reserve a minimum of 50 percent (50%) of total
funds available after state administrative costs, for use in Rural areas as defined in the HSC § 50199.21.
$ 60,000,000
Native American Entity Target
The Department will target 20 percent (20%) of total
funds available after state administrative costs, to target Native American Entity Applications (as either State
Recipients or Developers).

In the event target funds remain, the allocation will be used to fund non-Native American eligible Applicants
until all funds available for this NOFA are awarded.

All Native American Entity Applicants must pass threshold and meet any minimum score requirements to be eligible for awards.
$ 24,000,000
Federally-Declared Disaster Areas Target
The Department will target $18,000,000 for Projects and Programs located in Federally-Declared Disaster Areas
pursuant to the HUD memorandum dated May 17,
2023, referencing the federally-declared disaster areas under title IV of the Stafford Act, DR-4699-CA dated
April 3, 2023, and DR-4683-CA dated January 27, 2023,
as may be amended
(https://www.fema.gov/disaster/4699)
(https://www.fema.gov/disaster-federal-registernotice/dr-4683-ca-public-notice-001). The FederallyDeclared Disaster Areas are the following counties:

DR-4683 & DR-4699 IA-Declared Counties
Alameda (County) Amador (County)
Butte (County) Calaveras (County)
Contra Costa (County) Kern (County)
Madera (County) Mariposa (County)
Mendocino (County) Merced (County)
$18,000,000 –
from
unsubscribed
funds (2021-
2022 NOFA)
California Department of Housing and Community Development 21 HOME 2022-2023 NOFA
Mono (County) Monterey (County)
Nevada (County) Sacramento (County)
San Benito (County) San Bernardino (County)
San Joaquin (County) San Luis Obispo (County)
San Mateo (County) Santa Barbara (County)
Santa Clara (County) Santa Cruz (County)
Tulare (County) Tuolumne (County)
Ventura (County)
Sources:
https://www.fema.gov/disaster/4683/designated-areas
https://www.fema.gov/disaster/4699/designated-areas
In the event target funds remain, the allocation will be used to fund non-disaster area eligible Applicants until all funds available for this NOFA are awarded.

All disaster area Applicants must pass threshold and
meet any minimum score requirements to be eligible for
awards.

NOTE: The Project Commitment deadline for Projects
awarded under this target is May 17, 2025.
25 C.C.R. § 8213(d) specifies that in the event there are insufficient monies to fund an Applicant’s entire program activities funding request, the Applicant may be offered a lower amount of funding. The lower amount of funding may be offered only if the funding is sufficient to complete a portion of the application activities, which, if evaluated separately, would have been awarded. If the amount of funding available is insufficient, the available funds may be allocated to feasible applications in another allocation..

If the amount requested by all HOME Applicants competitively is lower than the available funds, the remaining HOME funding may be made available on an over-the-counter (OTC) basis. The Department will notify all parties through an “HCD Listserv” announcement if there will be a subsequent OTC HOME NOFA funding opportunity.

G. Activity Funding Amounts and Limits
Award limits apply to the combined amount of funds requested through this NOFA and any HOME Program Income (PI) that will be committed to the Project.

State Recipients (excluding Developers) may apply for up to $12,000,000 for a multifamily rental Project, up to $75,000 for administrative costs, and up to $75,000 for Project-related soft costs, for a maximum total request of $12,150,000.

California Department of Housing and Community Development 22 HOME 2022-2023 NOFA
CHDOs may apply for up to $12,000,000 for a multifamily rental Project and up to $150,000 for CHDO operating costs, for a total maximum request of $12,150,000.

Developers may apply for up to $12,000,000 for a Project. Developers are not eligible for reimbursement of administrative costs or Project related softcosts.

Prior to the issuance of the Award letter, the Department will evaluate the financial feasibility of each Project and may, as necessary for Project feasibility or to prevent over subsidizing a Project in accordance with 25 C.C.R. § 8300 et seq., decrease the HOME award amount.

Homebuyer Project Loan Limits:
• Down Payment assistance cannot exceed 50 percent (50%) of the proposed unit sales price plus closing costs. Applicants will need to consider the pool of potential participants’ income levels to determine the amount of HOME funds needed to complete the project and ensure each beneficiary is provided HOME down payment assistance based on need and remain within the HOME Program maximum per-unit subsidy limits.
• The HOME Program maximum per-unit subsidy limits and the HOME Homeownership Value Limits apply. All loan amounts will be verified by a subsidy layering analysis, and loan amounts will be reduced if the amount requested exceeds what is needed.

Project Activity Funding Limits
Table 3 - Funding Limits by Project Activity
Rental new construction or rehabilitation
with or without acquisition $12,000,000
FTHB Projects $3,000,000
CHDO Operating Funds Grant* - when
applying for $6,000,000 or more in Project
development activity funds
$150,000
CHDO Operating Funds Grant* - when
applying for less than $6,000,000 in Project
development activity funds
$100,000
Administrative Funds Grant* $75,000
Project-Related Soft Costs Grant* $75,000
California Department of Housing and Community Development 23 HOME 2022-2023 NOFA
*See Section II (K) and (L) of this NOFA for guidance.

Minimum Amount of Funds per Project
The minimum amount of HOME funds that must be invested in a rental or homeownership housing Project is $5,000 per HOME-assisted unit in the Project. This requirement does not apply to TBRA funding.

For example, a Project with 30 units, of which 15 units are HOME-assisted, requires a minimum HOME investment of $75,000.

Maximum Amount of Funds per Project
The maximum amount of HOME funds invested in a Project, direct beneficiary assistance, and Project-related soft costs, shall not exceed the lower of:
a. HOME Program maximum per-unit subsidy limits, established by HUD (usually updated annually), under 24 C.F.R. § 92.250; or b. Pursuant to 24 C.F.R. § 92.205(d)(1), only the actual HOME-eligible development costs of the assisted units may be charged to the HOME program. If the assisted and non-assisted units are comparable in terms of size, features, and number of bedrooms, the actual cost of the HOMEassisted units can be determined by prorating the total HOME eligible development costs of the Project so that the proportion of the total development costs charged to the HOME program does not exceed the proportion of the HOME-assisted units in the Project. If the assisted and non-assisted units are not comparable, the actual costs may be determined based on a method of cost allocation; and
The maximum amount of HOME funds invested in a Project (when combined with other financing and assistance), must accomplish the following:
a. Enable the Project as proposed to be developed and operate in compliance with all HOME requirements, including the subsidy-layering requirement at 24 C.F.R. § 92.250. For more information, see HUD CPD Notice 15-11: Requirements for the Development and Implementation of HOME Underwriting and Subsidy Layering Guidelines.
b. For rental Projects of five or more units, achieve a debt-service coverage ratio in accordance with 25 C.C.R. § 8310.

The current income and rent limits must be used in these calculations. They are located on the Department’s website at: https://www.hcd.ca.gov/grantsand-funding/income-limits/state-and-federal-income-rent-and-loan-valuelimits. The current HOME Program maximum per-unit subsidy limits are also incorporated into the application forms required to be completed when responding to this NOFA.

California Department of Housing and Community Development 24 HOME 2022-2023 NOFA
FTHB and OOR activities are also subject to the HOME Homeownership Value Limits, also located on the same website.

A Project may receive only one HOME award as a result of this NOFA. This prohibits the combination of awards to a State Recipient, Developer, and/or CHDO on the same Project.

Pursuant to 24 C.F.R. § 92.250, before committing funds to a Project, the Department must evaluate the project in accordance with the UMRs and will not invest any HOME funds, in combination with other governmental assistance, than is necessary to provide affordable housing. HOME Projects may not receive more subsidy than what is required to make them financially feasible.

Federally-Declared Disaster Area Waivers
HUD has established the availability of potential suspensions and waivers of certain statutory and regulatory requirements associated with the HOME program (including, but not limited to, the suspension of maximum per-unit subsidy limits) for areas covered by a major disaster declaration under title TV of the Robert T. Stafford Disaster Relief and Emergency Assistance Act (Stafford Act), DR-4699-CA, dated April 3, 2023, and DR-4683-CA dated January 27, 2023, as may be amended.

The following Federally-Declared Disaster Areas are permitted to suspend the maximum per-unit subsidy limits, pursuant to this NOFA:

Alameda (County) Amador (County)
Butte (County) Calaveras (County)
Contra Costa (County) Kern (County)
Madera (County) Mariposa (County)
Mendocino (County) Merced (County)
Mono (County) Monterey (County)
Nevada (County) Sacramento (County)
San Benito (County) San Bernardino (County)
San Joaquin (County) San Luis Obispo (County)
San Mateo (County) Santa Barbara (County)
Santa Clara (County) Santa Cruz (County)
Tulare (County) Tuolumne (County)
Ventura (County)
For more information, see HUD Memo: Availability of Waivers of Community Planning and Development Grant Program and Consolidated Plan Requirements to Facilitate Recovery from California Severe Winter Storms, Flooding, Landslides, and Mudslides (DR-4683-CA) and HUD Memo:

California Department of Housing and Community Development 25 HOME 2022-2023 NOFA
Availability of Waivers of CPD Grant Program and Consolidated Plan Requirements to facilitate Recovery from California Severe Winter Storms, Straight-Line Winds, Flooding, Landslides, and Mudslides (DR-4699-CA).

Program Activities Funding Limits
Maximum: $1,500,000 (including general administrative costs and Projectrelated soft costs). Minimum: $500,000. Applies to HOME-eligible Applicants for all Program Activities, subject to the following chart:
*See “Expended Funds” definition in 25 C.C.R. § 8204(b).

NOTE: Applicants that do not have open HOME Program Activities contracts past the expenditure deadline as of the NOFA application due date may apply for up to $500,000.

Successful Applicants (Awardees) will be evaluated periodically to determine if their rate of expenditure is reasonable. The Department may disencumber all or a portion of the grant if there is an unreasonably low rate of expenditure, as determined by the Department in its sole discretion.

H. Program Income and Recaptured Funds
Federal regulations at 24 C.F.R. § 92.503 require that all Program Income (PI) and Recaptured Funds (RF) to be used in accordance with HOME regulations and only for HOME eligible activities, and PI and RF funds on hand must be maintained in an interest-bearing account. Interest earned on those funds is considered PI. To avoid de-committing appropriated grant funds from a specific Project, HOME PI may be accumulated throughout the current reporting period (fiscal year) but must be committed to a Project in the next fiscal year. Approval from the Department is required prior to the use of all HOME PI and RF.

The PI received during the current reporting period, as well as any anticipated to be received in the next program year, must be reported to the Department to comply with HUD reporting requirements. Additionally, the Applicants must identify how the funds will be used (name the Project or Program Activity, and the intended beneficiary type) to ensure timely use of Table 4 - HOME Expenditure Rate* Achieved
Expenditure Rate for Applicant’s 16-
HOME, 18-HOME, and 19-HOME
Program Activities Contracts
Maximum Application
Amount
60 percent or more $1,500,000
55 – 59.99 percent $1,000,000
0 – 54.99 percent $500,000
California Department of Housing and Community Development 26 HOME 2022-2023 NOFA
PI funds. All PI must be reported in the Annual Performance Report to the Department.

I. Periods of Affordability
All Projects that receive HOME funds are subject to 24 C.F.R. § 92.252 and 24 C.F.R. § 92.254 for a minimum of years, as specified in the following two tables. This term is referred to in this NOFA as the “Federal Affordability Period” and includes all federal affordability requirements under 24 C.F.R. §

92.252 and 24 C.F.R. § 92.254.

The requirements of this Subsection run concurrently with the requirements of the Subsection below, outlining the ”State Affordability Period” requirements. For example, if a County Applicant proposes a new construction rental Project, the Federal Affordability Period for the Project will be 20 years. However, the Project will also be required to abide by the State Affordability Period for an additional 35 years, totaling 55 years.

Table 5 – Federal Period of Affordability for Rental Housing Minimum Period of
Affordability (in years) Housing Activity
5 Rehabilitation or acquisition of existing housing
per unit amount of HOME funds; Under $15,000
10 Rehabilitation or acquisition of existing housing
per unit amount of HOME funds; $15,000 to
$40,000
15 Rehabilitation or acquisition of existing housing
per unit amount of HOME funds; Over $40,000 or
rehabilitation involving refinancing
20 New construction or acquisition of newly
constructed housing
Table 6 – Federal Period of Affordability for Homeownership Minimum Period of
Affordability (in years)
Homeownership Assistance HOME Amount
Per-Unit
5 Under $15,000
10 $15,000 to $40,000
15 Over $40,000
California Department of Housing and Community Development 27 HOME 2022-2023 NOFA
All Projects that receive HOME funds are also subject to 25 C.C.R. § 8208 for a minimum number of years, as specified in the following table. This term is referred to in this NOFA as the “State Affordability Period.” Projects on Native American Lands as defined by 25 C.C.R. § 8208(y)(1) require a 50- year affordability period.

Table 7 - State Period of Affordability
Minimum Period of
Affordability (in years) Project Type
55 years Developments on fee land
50 years
Developments on Native American Lands (as
defined by 25 C.C.R. § 8201 (y)(1))
J. Forms of Assistance
HOME Loans
HOME assistance shall be in the form of deferred payment loans to be repaid at the maturity date of the Promissory Note to local HOME accounts controlled by eligible Applicants or the state’s local HOME account, except for the uses of funds specifically defined under HOME grants below. Loans provided to homebuyers must meet the requirements set forth in 25 C.C.R. § 8205(C)(1)(A), including, but not limited to, the following terms:
• Loans financed from the CHDO set-aside pursuant to 24 CFR Section

92.300(a)(1) shall comply with the financing provisions as required for the following activities:
o For land acquisition for first-time homebuyer projects shall bear zero interest.
o Loans to first-time homebuyers shall bear a simple interest rate of 3 percent per annum, computed from the date the Deed of Trust is recorded on the property. Interest and payments shall be deferred for the term of the loan. Commencing on the 11th anniversary of the recordation date, an amount equal to 10 percent of the accrued interest shall be forgiven each year, so that on the 20th anniversary of the recordation date, all interest will have been forgiven if the borrower is in compliance with the requirements stated in the Department’s loan documents.

HOME Grants
Pursuant to 25 C.C.R. § 8205(c)(2), HOME assistance must be provided in the form of a grant for relocation payments, lead-based paint hazard evaluation and reduction activities, and TBRA. HOME assistance may be provided in the form of a grant for rehabilitation activities performed under California Department of Housing and Community Development 28 HOME 2022-2023 NOFA
an OOR program, if necessary to complete the project when the total of all project indebtedness equals or exceeds the projected after rehabilitation appraised value. The grant amount for OOR activities is limited to 25 percent (25%) of the applicable HOME Program maximum per-unit subsidy limit for the Project. This amount is in addition to any grant funds currently permitted for relocation, lead-based paint remediation, and Project-related soft costs for the Project.

HOME assistance may be provided as a grant to eligible Applicants to cover Project-related soft costs. Project-related soft costs are further detailed in this NOFA, 24 C.F.R. § 92.206(d), and HUD CPD Notice 06-01: Admin and Soft Costs, Community Development Expenses under HOME and American Dream Downpayment Initiative, except that customary closing costs for home acquisition activities may be included as either a loan or part of the grant funding for Project-related soft costs.

NOTE: All Project-related soft costs associated with an OOR Project must be included in the 24 percent (24%) funding maximum available for Projectrelated soft costs and may not be passed along to the homeowner.

HOME funds for Project-related soft costs cannot be drawn down before HOME funds for activity costs are drawn down. If the activity is not completed, and a Project Completion Report for the full amount drawn down is not filed, all HOME funds for that Project, including Project-related soft costs, must be repaid to the Department.

Project-related expenses for NEPA environmental review, and architectural and engineering and other professional services incurred within the 24 months prior to the Project Commitment of funds, may be reimbursed at the sole discretion of the Department after execution of the Standard Agreement.

On a case-by-case basis, the Department may, in writing and in its sole discretion, permit reimbursement for other eligible expenses incurred after the date of the Award letter, and prior to the effective date of the Standard Agreement, upon the written request of the Applicant.

K. Administrative and CHDO Operating Funds
The following limits apply to the amount of administrative and CHDO operating funding that Applicants may receive. Developers of a Project shall not act as an administrative subcontractor for the same HOME-funded Project activity and are not eligible for Project administrative costs.

Pursuant to 24 C.F.R. § 92.208(a), CHDO operating funds may cover reasonable and necessary costs for the operation of the CHDO. Such costs include salaries, wages, and other employee compensation and benefits; employee education, training, and travel; rent; utilities; communication costs; taxes; insurance; equipment; materials; and supplies.

Project Activities
State Recipients eligible to receive administrative funds, who are applying for $6,000,000 or more in Project development activity funds, may request up to California Department of Housing and Community Development 29 HOME 2022-2023 NOFA
$125,000 for administrative costs. If requesting less than $6,000,000 in Project development activity costs, Applicants may request up to $75,000 for administrative costs.

CHDOs applying for $6,000,000 or more in Project development activity funds may request up to $150,000 in CHDO operating funding. If requesting less than $6,000,000 in Project development activity funds may request up to $100,000 in CHDO operating funding. This includes FTHB Projects.

Developers are not eligible to apply for administrative funds or Projectrelated soft costs.

All administrative costs must be reasonable, and Applicant must have detailed records to demonstrate costs are eligible for reimbursement.

Program Activities
All Program Activities Applicants may request up to 2.5 percent (2.5%) of the amount requested in administrative funds. CHDOs undertaking a FTHB program activity will receive CHDO operation funds in lieu of administrative funds at the same 2.5 percent (2.5%) rate.

All administrative costs must be reasonable, and Applicant must have detailed records to demonstrate costs are eligible for reimbursement. Actual eligible expenses must be incurred to draw down these funds.

TBRA Activities
In addition to the 2.5 percent (2.5%) described above for Program Activities, TBRA Applicants may request up to an additional 7.5 percent (7.5%) of the total TBRA application amount for general administrative costs (total of ten percent (10%) of TBRA funds). The maximum amount of administrative funding for this purpose is $200,000. If there is more demand for TBRA administrative funds than available, only the highest-rated TBRA Applicants will receive administrative funds in addition to the regular 2.5 percent (2.5%) allocation. All TBRA Applicants will receive the initial 2.5 percent (2.5%) amount for administrative costs.

L. Project-Related Soft Costs
Project Activities
Eligible State Recipients of rental and homebuyer Projects may receive up to $75,000 to pay for specific eligible Project-related soft costs, previously referred to by the Department as “Activity Delivery Costs” (ADCs). Funding for Project-related soft costs are provided in the form of a grant and not part of the Project loan amount.

For a description of the types of expenses, which may be charged as Project-related soft costs, see 24 C.F.R. § 92.206(d)(6), 92.206(f)(2) and HUD CPD Notice 06-01: Admin and Soft Costs, Community Development Expenses under HOME and American Dream Downpayment Initiative.

Examples of Project-related soft costs include, but are not limited to:

California Department of Housing and Community Development 30 HOME 2022-2023 NOFA
• Preparation of work write-ups, work specifications, and cost estimates or review of these items if an owner has had them independently prepared;
• Project underwriting;
• Construction inspections and oversight;
• Project document preparation;
• Costs associated with a Project-specific environmental review; • Costs associated with informing tenants or homeowners about relocation rights or benefits;
• Costs to provide information services such as affirmative marketing and fair housing information to prospective homeowners and tenants as required by 24 C.F.R. § 92.351; and
• Staff and overhead costs, such as preparing work specifications, loan processing, inspections, and other services related to assisting potential owners, tenants, and homebuyers.

Project-related soft costs must be included in the development budget, regardless if the funding is a loan or grant. Developers and CHDOs are not eligible for Project-related soft costs.

Program Activities
Standard Agreements will automatically allow the use of up to the maximum amount of Project-related soft costs for each specific program activity. At the time of set-up (i.e., when the HOME Awardee is ready to begin drawing activity funds) a request for Project-related soft costs may be made for actual expenses:

1. Up to 24 percent (24%) of the HOME loan/grant amount for OOR and for the rehabilitation component of acquisition with rehabilitation.

Project-related soft costs for rehabilitation Projects may exceed the 24 percent (24%) limit if documentation of actual eligible costs is provided to the Department with the Project set-up. Documentation must be of actual eligible costs; consultant billings, without documentation of underlying actual costs, are not adequate.

2. Up to 6.5 percent (6.5%) of the total acquisition cost for FTHB activities involving acquisition with rehabilitation.

3. Up to 5 percent (5%) of the HOME TBRA payment, per household, for unit inspection and income determination activities.

4. Up to 6.5 percent (6.5%) of the HOME amount for all other program activities.

California Department of Housing and Community Development 31 HOME 2022-2023 NOFA
III. State and Federal Requirements
A. Property Standards and Physical/Capital Needs Assessments Pursuant to 24 C.F.R. § 92.251, as applicable, and as may be amended by HUD, housing that is constructed or rehabilitated with HOME funds must meet all applicable local codes and standards at the time of Project Completion.

Projects involving rehabilitation must comply with the Department’s HOME/NHTF Multifamily Rehabilitation Standards. Pursuant to 25 C.C.R. § 8309(b) and 24 C.F.R. § 92.251(b)(1)(ix), the Department requires rental rehabilitation Project applications to submit a third-party physical/capital needs assessment and a Replacement Reserve Study (RRS) with a 20-year forecast.

Projects involving new construction must comply with the requirements of 25 C.C.R. § 8300 et seq. and 24 C.F.R. § 92.251(a), including, but not limited to, requirements related to accessibility, disaster mitigation, written cost estimates, construction contracts and documents, construction progress inspections, and broadband infrastructure.

B. Timeframes for Use of Funds
Awardees of HOME funds are subject to progress deadlines and expenditure deadlines that are defined in the federal regulations and specified in the Standard Agreement.

Project Activity Deadlines
Table 8 - HOME Project Activity Deadlines
Project Commitment of HOME
Funds (Standard Agreement
execution)
September 30, 2026
Project Commitment of HOME
Funds (Standard Agreement
execution)
– specifically, the FederallyDeclared Disaster Areas Target, 2021-2022 HOME funds
May 17, 2025
All non-HOME funding sources
committed to the Project July 31, 2025
Construction Loan Closing
Within 12 months from Standard Agreement
execution date (in accordance with 24
C.F.R. § 92.2)
California Department of Housing and Community Development 32 HOME 2022-2023 NOFA
Project Completion
Within 4 years from Project Commitment of
HOME funds (Standard Agreement
execution)
Expenditure September 1, 2030
Program Activities Deadlines
Table 9 - HOME Program Activity Deadlines
Project Commitment of HOME Funds
(Standard Agreement execution) September 30, 2026
Project Commitment of HOME Funds
(Standard Agreement execution)
– specifically, the Federally-Declared
Disaster Areas Target, 2021-2022 HOME
funds
May 17, 2025
Expenditure Deadline September 1, 2030
For Project Activities, if an Awardee fails to meet one or more of the deadlines outlined in the 25 C.C.R. § 8217(b) and described in this NOFA, a performance penalty will be imposed during the scoring on all applicable HOME applications. It will also result in performance penalties being imposed on future HOME application(s) submitted by the Applicant, as well as application(s) submitted by the Project’s Developer, owner, and managing general partner within five (5) years of the award announcements of this NOFA.

All Program Activities funding must be expended by the deadline established in the Standard Agreement. Awardees must ensure that work is completed well in advance of this deadline to ensure funds are fully expended prior to the expenditure deadline.

Exceptions will be considered, at the sole discretion of the Department, only if the Applicant shows there was clear and indisputable evidence that delays were beyond the reasonable control of the borrower and/or the Applicant, or the Department was responsible for the delay, and the Department has the flexibility to do so within federal regulations.

C. Match Requirements
Generally, HOME funds must be matched by nonfederal resources. HOME match requirements are waived for applications pursuant to this NOFA.

However, match must be reported to the Department in each Project Completion Report. The Department continues to track all match funds in California Department of Housing and Community Development 33 HOME 2022-2023 NOFA
Projects.

Pursuant to 24 C.F.R. § 92.220(a)(8) and § 92.354(b), a single rate established by HUD shall be applicable for determining the value of unskilled labor. The value of skilled labor or professional services shall be determined by the rate that the individual or entity performing the labor or service normally charges.

D. Transition Reserve Policy
Projects must be in compliance with the Department’s Pooled Transition Reserve Policy Administrative Memorandum dated January 3, 2023, (Administrative Notice Number 22-08) and amended on August 8, 2023, (Administrative Notice Number 23-01), that implements statutory changes made under Senate Bill 948 (Chapter 667, Statutes 2022) applicable to Health and Safety Code § 60468, as may be amended from time to time, and any other related Department Transition Reserve Policy administrative memoranda that the Department may adopt, as applicable.

E. Annual Monitoring Fees for Multifamily Projects
Pursuant to 24 C.F.R. § 92.214(b)(1)(i), the Department will charge fees to cover the cost of ongoing monitoring and physical inspection of HOME Projects during the state period of affordability. The state HOME program will charge these fees as described in this NOFA.

Developer and CHDO Projects
The Department charges an annual monitoring fee as follows:

Table 10 – Estimated 2023 Monitoring Fees
Number of HOME Units Annual Fee
12 or fewer $ 6,077
13 to 24 $9,888
25 to 36 $12,051
37-48 $12,360
49-60 $14,781
61 or more $17,304
To cover inflation, this annual monitoring fee is projected to increase annually at 3 percent (3%) following the Department's analysis of actual costs for monitoring. Financial assumptions in the HOME application shall be based on the rate that will be effective at the time of initial occupancy.

California Department of Housing and Community Development 34 HOME 2022-2023 NOFA
Annual monitoring fees are mandatory payments. The first payment shall be prorated based upon the total number of days after permanent closing within the first fiscal year of Project operation.

Lump sum payment made from development funds is not allowed for HOME Projects. Payments made must be pursuant to the Regulatory Agreement.

State Recipient Projects
Pursuant to 24 C.F.R. § 92.214(b), State Recipients may also charge their borrowers annual monitoring fees to cover the actual ongoing costs to monitor and conduct physical inspections, as described below:

1. The monitoring fee charged may be less than, but not exceed, the amount charged for state CHDO and Developer Projects;

2. The monitoring fee shall be specifically stated in the State Recipient’s loan documents with the borrower;

3. The monitoring fee shall be based on the State Recipient’s analysis of actual costs for monitoring the Project and must be approved by the Department; and

4. An amount equal to 10 percent (10%) of the monitoring fee which is charged to the Project must be paid by the State Recipient to the Department to cover the Department’s costs of monitoring the State Recipient’s rental Project compliance activities.

For more guidance on establishing a monitoring fee, see HOMEfires Vol. 14, No. 2: Guidance on Establishing a HOME Monitoring Fee. Please note:

HUD’s requirements for calculating a monitoring fee differ from the State’s UMR requirements.

Native American Entity Projects
Pursuant to this NOFA, the Department will waive monitoring fees for Native American Entity Projects during the state period of affordability.

IV. Application Review
A. Minimum Application Requirements (Threshold)
Applications for HOME Projects are required to meet the minimum requirements outlined in this NOFA, 25 C.C.R. § 8200 et seq., and 24 C.F.R. Part 92. Applications must meet the following minimum requirements at the time of application in order to move forward to the rating and ranking process:

1. The Applicant must submit a complete application in a format made available by the Department by the deadline specified in this NOFA and pursuant to 25 C.C.R. § 8211, and the application forms provided by the Department must not be altered or modified;
California Department of Housing and Community Development 35 HOME 2022-2023 NOFA

2. The Applicant is eligible to apply for funding, in accordance with any of the following:
• 25 C.C.R. § 8204; or
• Listed on Appendix A of the NOFA; or
• Meets the definition of an eligible Applicant in this NOFA (State Recipient, CHDO, or Developer)

3. All other criteria and matters set forth within the NOFA shall also govern the Native American Entity target and the Federally-Declared Disaster Areas target, unless and except to the extent expressly provided to the contrary by terms set forth within this NOFA;

4. The Applicant must propose at least one eligible activity pursuant to 25 C.C.R. § 8205 (other than administration);

5. The Applicant must propose an eligible use of funds pursuant to 25 C.C.R. § 8205 and 8210;

6. The Applicant must have no unresolved audit findings pursuant to 25 C.C.R. § 8204(a)(1)(D)(ii) and (2)(C)(i);

7. The Applicant must demonstrate its capacity for carrying out activities assisted with HOME funds, as required by 24 C.F.R. § 92.2. Pursuant to Federal HOME regulations, Awardees entering into a Standard Agreement with the Department must have capacity, cannot be shell entities, and cannot contract out for capacity (with limited exceptions for new CHDOs – see Eligible Applicants – CHDOs in NOFA Section II. Program Requirements);

8. Cities, counties, and local public housing authorities must provide documentation satisfactory to the Department that they comply with the submittal requirements of cost principles and audit requirements at 2 C.F.R. § 200.512. Any outstanding findings contained in the audit report may impact the ability of the Department to grant an award through this NOFA;

9. The Applicant and any member of its program or project team must not be on the list of debarred contractors at https://www.sam.gov/SAM/ pursuant to 25 C.C.R. § 8204(a)(1)(D)(iii) and 8204(a)(2)(C)(ii);

10.The Applicant’s requested total amount of funds for both administrative activity-specific costs and Project-related soft costs does not exceed the limits identified in the NOFA; and

11. CHDO applications must contain procedures for ensuring effective Project control pursuant to 24 C.F.R. § 92.300(a)(1) and 25 C.C.R. § 8204(a)(2)(D).

12.There is no pending or threatened litigation that could affect implementation of the proposed Project.

13.When applying for Project Activities, the Applicant must have site control of the Project subject to the HOME funding award as required by 25 C.C.R. § California Department of Housing and Community Development 36 HOME 2022-2023 NOFA
8303 and 24 C.F.R. Part 92, including but not limited to, demonstrating site control by one of the following:
• Fee title, which, for tribal trust land, may be evidenced by a title status report (TSR) or an attorney’s opinion regarding chain of title and current title status;
• A leasehold interest on the Project property with provisions that enable the lessee to make improvements on and encumber the property provided that the terms and conditions of any proposed lease shall permit, prior to loan closing, compliance with all Program requirements, including compliance with 25 C.C.R. § 8316;
• An option to purchase is obtained, conditioned on the responsible entity’s determination to proceed with, modify, or cancel the Project based on the results of a subsequent environmental review, and the receipt of an Authority to Use Grants Funds (“AUGF”) from the Department for State Recipient Projects and from HUD for Developer and CHDO Projects. The cost to secure the site control document can be only a nominal portion of the purchase price;
[For more details on required and prohibited provisions of agreements consistent with NEPA, see HUD CPD Notice 98- 01: Layering Guidance for HOME Participating Jurisdictions When Combining HOME Funds with Other Governmental
Subsidies; HUD CPD Notice 15-09: Requirements for
Committing HOME Funds; and HUD Memo: Guidance on
Operations and Conditional Contracts for Purchase of Real Property for Environmental Reviews Conducted by a
Responsible Entity under 24 C.F.R. Part 58]
• A Purchase Agreement, Disposition and Development
Agreement (DDA), Option to Lease, or Exclusive Right to Negotiate is obtained, but this agreement cannot be conditioned on NEPA clearance or any other federal requirement; or
[General HUD rules state that Purchase Agreements are
acceptable if federal funds are not contemplated. Applicants are cautioned to make sure that the Purchase Agreement or DDA is open-ended or is of sufficient duration that it does not need to be extended after the HOME application is
submitted.

HUD has ruled that if a Purchase Agreement/DDA expires
after the HOME application is submitted, and before the AUGF is executed, the execution of an extension would be a Choice-Limiting Action (renewal prior to expiration is
acceptable). The application also should ensure the
Purchase Agreement/DDA has other contingencies, such as California Department of Housing and Community Development 37 HOME 2022-2023 NOFA
a permanent financing contingency, so that the seller cannot legally compel an individual to purchase the site prior to receiving the AUGF.]
• A conditional purchase contract is used for an existing singlefamily home (1 to 4 units) or an existing multifamily residential Project in some limited circumstances, even when federal funds have already been contemplated.
[For more information, see HUD Memo: Guidance on
Operations and Conditional Contracts for Purchase of
Real Property for Environmental Reviews Conducted
by a Responsible Entity under 24 C.F.R. Part 58.]
B. Rating and Ranking
After meeting the threshold requirements, applications will be scored as follows. The Department will rate, rank, and fund applications based on a review of eligible activities for which funds are requested. Each application must be submitted using Department forms and contain all information required pursuant to 25 C.C.R. § 8211(c)(d). Scoring for Projects is subject to the appeal process described in Section IV (H) of this NOFA. Each Project Activity or combination of Program Activities will be evaluated and ranked separately.

In the case of a tie score, the application demonstrating the highest jurisdictional poverty level will be funded first. If CHDOs and/or Developers are applying from the same jurisdictional area, the Project with lower average rents (expressed as a percentage of area median income) will be funded first.

Applications will be funded in descending order based on points earned.

Applications that qualify for CHDO, FTHB Project, and Rural targets will be funded first, based on their scores as necessary to meet the minimum setasides.

Once the set-asides and targets have been achieved, remaining applications may be funded within their respective allocations pursuant to 25 C.C.R. § 8212.1, based on scores relative to all other applications, with the highest-scoring applications funded first.

California Department of Housing and Community Development 38 HOME 2022-2023 NOFA
C. Project Activity Application Scoring Factors and Evaluation Pursuant to 25 C.C.R. § 8212(d)(5), HOME Project Activity applications must receive a minimum score of 930 points in the following categories to be funded.

HOME Project Activities
Rental New Construction
Rental Rehabilitation
First-Time Homebuyer
Scoring Factors Points
Factor: Housing Element
Applicants that meet the definition of a Local Public Entity (cities and counties) are required to be in substantive compliance with state Housing Element Law, as defined in 25 C.C.R. § 8201(t), as of the NOFA application due date. The current Housing Element Compliance Report can be found at https://www.hcd.ca.gov/planning-andcommunity-development/housing-open-data-tools/housing-elementreview-and-compliance-report.

Newly incorporated cities are exempt from this factor, until such time as the city is required to submit its housing element to the Department for approval. It is the responsibility of the city to know its reporting requirements. If unsure, please send an email inquiry to the HOME Program at [email protected].

CHDOs, Developers, and NAE-FRTs where Project or Activity is located on Native American Lands, are exempt from this
requirement and shall receive full points for this scoring factor. 50 Factor: HUD Direct HOME Allocation (Declined)
A jurisdiction that is eligible to receive a direct HOME allocation from HUD and declines the funding to preserve their state HOME eligibility, shall receive full points for this scoring factor.
50 Factor: Rural Communities
Activities proposed in rural communities (as defined in the HSC § 50199.21) shall receive full points for this scoring factor. 50 California Department of Housing and Community Development 39 HOME 2022-2023 NOFA
Factor: Capacity – Prior Applicant Experience
Applicants that demonstrate experience implementing local, state, or federal affordable housing and/or community development projects, during the most recent seven (7) calendar years (1/1/2016 – 12/31/2022), until application deadline, shall receive points for this scoring factor. List no more than 10 entries of housing and community development experience.

Native American Entities: Experience may include implementation of affordable housing and/or community development activities under the NAHASDA program.
• 10 points for each project completed creating 4 or more units of affordable housing
• 10 points awarded for each project completed as defined in the HOME Supplemental Application
• Maximum of 50 points
50 Factor: Capacity – Prior Developer Team Experience
Developers that demonstrate the Project team has experience developing the same housing activity type of subsidized project as proposed in the application, during the last five (5) calendar years (1/1/2019 – 12/31/2023), shall receive points for this scoring factor. Experience can be demonstrated by any member of the development team (owner, Developer, Sponsor, etc.).
• 1 project completed — 100 points
• 2 projects completed — 150 points
• 3 projects completed — 200 points
200
Factor: Capacity – Prior Performance
For prior performance scoring, all applications receive the maximum 200 points for the factor. As applications are reviewed and rated, points will be deducted for each of the following sub-factor deficiencies up to a maximum 200-point deduction.

California Department of Housing and Community Development 40 HOME 2022-2023 NOFA
Sub-factor #1: Project Deadlines
If, by the NOFA application due date, an Applicant, Developer, owner, and/or managing general partner of any HOME Project contract (rental and FTHB) awarded between 1/1/2019 – 12/31/2023, failed to meet the Project deadlines (milestones) as outlined in the Standard Agreement, unless extended in writing by the Department, points shall be deducted for this scoring sub-factor as follows:
• Permanent financing deadline — (5 points)
• Project set-up deadline — (10 points)
• Construction loan-closing deadline — (10 points)
• Project Completion deadline — (80 points)
• Expenditure deadline — (20 points)
Maximum
200-point
deduction
Sub-factor #2: Applicant Reporting
Reporting is an essential condition and a responsibility of accepting HOME funds; therefore, Applicants that were required to submit reports but failed to do so are subject to a deduction of up to 50 points. Applicants may submit missing reports prior to the application deadline to reduce the number of points deducted.

This applies to any HOME Project monthly and/or quarterly PI reports, annual reports, and Project Completion reports due between 1/1/2019 – 12/31/2023.
• Late or missing Monthly Project Status Reports — (5 points deducted for each missing report, 2 points deducted for each late report)
• Late or missing Quarterly Program Income Reports (QPIR), if applicable — (5 points deducted for each missing report, 2 points deducted for each late report)
• Late or missing Annual Performance Reports (APRs), applicable to State Recipients only — (25 points deducted for each missing report, 10 points deducted for each late report)
• Late or missing Project Completion Reports (PCRs) — (50 points deducted for each missing report, 25 points deducted for each late report)
Maximum
50-point
deduction
California Department of Housing and Community Development 41 HOME 2022-2023 NOFA
Sub-factor #3: Material Misrepresentation
If between 1/1/2019 – 12/31/2023, an Applicant, Developer, owner, and/or managing general partner made any material misrepresentation or omission in the HOME application, application documentation, Project reports, and/or any other document, significant in nature, that could jeopardize the Department’s HOME funding in a Project or place the Department at risk of a HUD monitoring finding, up to 200 points shall deducted for this scoring sub-factor. This is evidenced by receipt of a letter from the Department outlining the infraction and the points deduction levied by the Department.

Maximum
200-point
deduction
Sub-factor #4: Monitoring Noncompliance (1/1/2019 – 12/31/2023) There are two noncompliance categories for which up to 100 points may be deducted.

1. Monitoring. Points will be deducted in this category for any application for which the Applicant, owner, and/or managing general partner have failed to remedy any HOME monitoring findings and concerns, identified by the Department.

2. Late reports. Points will be deducted in this category for any 2020-2021 NOFA Project applications for which the Applicant, owner, and/or managing general partner failed to submit timely reports for occupied HOME rental Projects. Point deductions shall be as follows:
a. Local Public Entity
• Annual monitoring report — (10 points each)
• Annual report — (10 points each)
(including financial audit, schedule of rental income, and annual affirmative marketing analysis)
b. CHDOs/Developers
• Annual operating budget — (10 points each)
• Annual report — (10 points each)
(including financial audit, schedule of rental income, and annual affirmative marketing analysis)
Maximum
100-point
deduction
Factor: Community Need
The community need point scoring by activity type is based on the data available in Appendix C at the HOME website.

Up to
250
California Department of Housing and Community Development 42 HOME 2022-2023 NOFA
Factor: Project Feasibility

1. State and federal requirements (including UMRs for rental Projects) – 150 points
To receive the full 150 points, Applicant must submit a complete selfevaluation feasibility worksheet within the application.

2. Highest percentage of HOME-assisted units – Up to 50 points Points will be awarded within five scoring levels, ranging from 10 to 50 points, based on the highest number of HOME units proposed in a Project.
200
California Department of Housing and Community Development 43 HOME 2022-2023 NOFA
Factor: Project Readiness
The Project Readiness point scoring is based on activity type. Project readiness factors and documentation minimum requirements are further detailed in the HOME Supplemental Application, found at the Department’s HOME Program website.

Project Development Plan (PDP). Points will be awarded if the following required* items were prepared and submitted within the applicable timeframes and meet the minimum requirements as specified in the HOME Supplemental Application. The PDP will be reviewed on applications scored high enough for funding.
*The Geotechnical Report is not required as part of the application and will not be considered for scoring purposes.

1. Rental New Construction Projects. Points will be awarded based on the following complete documents submitted with the application:
market study (35 points); appraisal (10 points); Phase I/II Environmental Report (35 points); floodplain analysis (25 points); construction cost estimate (5 points); Relocation General Information Notice and relocation plan (30 points); zoning verification (40 points); water/sewer (5 points); local government approval (80 points); design progress (10 points); and permanent financing commitments (25 points).

2. Rental Rehabilitation Projects. Points will be awarded based on the following complete documents submitted with the application: market study (10 points); appraisal (30 points); floodplain analysis (25 points); lead/mold/asbestos reports (25 points); construction cost estimate (20 points); Relocation General Information Notice and relocation plan (75 points); Physical Needs Assessment (74 points); local government approval (1 point); design progress (5 points); and permanent financing commitments (35 points)

3. Homebuyer Projects. Project readiness factors are available in the Homebuyer Project Application (Part B), available on the Department’s HOME Program website. Points will be awarded based on the following complete documents submitted with the application: market study (40 points); appraisal (10 points); Phase I/II Environmental Report (30 points); floodplain analysis (55 points); construction cost estimate (5 points); local government approval (75 points); impact fees (30 points); zoning verification (10 points); design progress (10 points); and financing commitments (35 points)
300
California Department of Housing and Community Development 44 HOME 2022-2023 NOFA
Factor: State Objectives
For the State Objectives scoring, there are three sub-factors for which Applicants can receive points, up to 200 points maximum. As applications are reviewed and rated, points will be awarded to Projects that meet the following objectives, in accordance with the Department’s 2022-2023 Annual Action Plan, based on the following sub-factors:

1. Committed financing to increase affordable housing;

2. Recovery assistance for natural disaster survivors; and

3. Addressing and preventing Homelessness, and/or assisting Special Needs Populations and Extremely Low-Income Families
Sub-factor #1: Committed Financing to Increase Affordable Housing Applications will be scored based on the percentage of non-HOME permanent financing committed to the Project by the application due date (10 points will be awarded for each 10 percent (10%) increment).

For Projects anticipating applying for any type of tax credits -- a future tax credit award will not be considered as committed financing, and are thus not eligible for these points.

For example, if the Applicant has 50 percent (50%) of its non-HOME permanent financing committed to the Project by the application due date, but intends to also apply for tax credits in the future, the application will receive 50 points out of a possible 100 points.
100
California Department of Housing and Community Development 45 HOME 2022-2023 NOFA
Sub-factor #2: Recovery Assistance for Natural Disaster Survivors Full points shall be awarded for Projects located in federally-declared disaster areas pursuant to the HUD memorandum dated May 17, 2023, referencing the federally-declared disaster areas under title IV of the Stafford Act, DR-4699-CA dated April 3, 2023, and DR-4683-CA dated January 27, 2023, as may be amended
(https://www.fema.gov/disaster/4699) (https://www.fema.gov/disasterfederal-register-notice/dr-4683-ca-public-notice-001). The FederallyDeclared Disaster Areas are the following counties:

DR-4683 & DR-4699 IA-Declared Counties
Alameda (County) Amador (County)
Butte (County) Calaveras (County)
Contra Costa (County) Kern (County)
Madera (County) Mariposa (County)
Mendocino (County) Merced (County)
Mono (County) Monterey (County)
Nevada (County) Sacramento (County)
San Benito (County) San Bernardino (County)
San Joaquin (County) San Luis Obispo (County)
San Mateo (County) Santa Barbara (County)
Santa Clara (County) Santa Cruz (County)
Tulare (County) Tuolumne (County)
Ventura (County)
Sources:
https://www.fema.gov/disaster/4683/designated-areas
https://www.fema.gov/disaster/4699/designated-areas
30 California Department of Housing and Community Development 46 HOME 2022-2023 NOFA
Sub-factor #3: Special Needs Populations, Homelessness, or Extremely Low-Income – See Table #11 below for scoring breakdown.

Funding Commitments for Special Needs Populations (up to 70 points) Points shall be awarded to applications that propose rental Projects with funding commitments to target Special Needs Populations, using any of the following funding:
• HUD 811
• HUD Supportive Housing Program
• State Mental Health Services Act (MHSA)
• HCD -- No Place Like Home Program
• HCD -- Veterans Housing and Homelessness Program
• HCD -- National Housing Trust Fund Program
• HCD -- Multifamily Housing Program
• HCD -- Joe Serna, Jr. Farmworker Housing Grant Program • Points may also be awarded to Projects that provide project-based rental assistance, under the terms of a MHSA or Veterans Affairs Supportive Housing Voucher (HUD-VASH).
– or –
Homelessness (up to 70 points)
Points shall be awarded to applications that propose rental Projects primarily serving people experiencing Homelessness and/or those At Risk of Homelessness as defined in at 24 C.F.R. § 578.3.

NOTE: If serving Special Needs or Homeless populations, the Projects must include supportive services in accordance with the “Core components of Housing First” under Welfare and Institutions Code § 8255.
– or –
Extremely Low-Income (ELI) (up to 70 points)
Points shall be awarded to applications that propose rental Projects primarily serving Extremely Low-Income Families, which means lowincome families whose annual incomes do not exceed 30 percent of the median family income of a geographic area, as determined by HUD with adjustments for smaller and larger families.

NOTE: This scoring category is not applicable to Homebuyer Projects.

Homebuyer Projects will automatically receive full points in this category. 70 TOTAL AVAILABLE POINTS FOR PROJECT ACTIVITIES 1550
California Department of Housing and Community Development 47 HOME 2022-2023 NOFA
Table 11 – Subfactor #3 Scoring Breakdown
Percent of Units Committed to Special
Needs, Homeless, or ELI Families Points
51% or more 70
41-50% 60
31-40% 50
26-30% 40
21-25% 30
16-20% 20
10-15% 15
6-10% 10
1-5 % 5
D. Program Activities Application Scoring Factors and Evaluation HOME Program Activities
Scoring Factors Points
Factor: Housing Element
Cities and counties are required to be in substantive compliance with state Housing Element Law, as defined in 25 C.C.R. § 8201(t), as of the NOFA application due date. Housing Element Annual Progress Reports are available at https://www.hcd.ca.gov/planning-and-communitydevelopment/housing-open-data-tools/housing-element-review-andcompliance-report. Newly incorporated cities are exempt from this factor, until which time the city is required to submit the housing element to the Department for approval. It is the responsibility of the city to know their reporting requirements. If unsure, please send an email inquiry to the HOME NOFA Unit, [email protected].

CHDOs, Developers, and Native American Entities are exempt from this requirement and shall receive full points for this scoring factor. 50 California Department of Housing and Community Development 48 HOME 2022-2023 NOFA
Factor: HUD Direct HOME Allocation (Declined)
A jurisdiction that proposes activities that is eligible to receive HUD direct HOME allocation funds (and declines the funding for the purpose of preserving their state HOME eligibility) shall receive full points for this scoring factor. 50 Factor: Rural Communities
Activities proposed in a rural community (as defined in the HSC § 50199.21) shall receive full points for this scoring factor.
50 Factor: Capacity – Applicant Experience
Applicants that demonstrate experience administering HOME and/or other local, state, or federal affordable housing and/or community development projects during the last seven calendar years (1/1/2016 – 12/31/2022), plus 2023 year-to-date, shall receive full points for this scoring factor. 100
Factor: Capacity – Prior Performance
For prior performance scoring, all applications receive 150 points. As applications are reviewed and rated, points will be deducted for each of the following sub-factor deficiencies, up to a maximum 150-point deduction for two sub-factors:
• Reporting noncompliance
• Monitoring noncompliance
Sub-factor #1: Reporting
Reporting is an essential condition and responsibility of accepting HOME funds; therefore, Applicants that previously failed to comply with reporting requirements are subject to a deduction of up to 50 points. • In assigning these points, the Department will review the Applicant’s history of submitting quarterly reports and quarterly PI reports (for both Program Activities and Projects contracts numbered 16-HOME through 19-HOME), and Annual Performance Reports for FY 20-21, 21-22, and 22-23. Applicants may submit missing reports prior to application deadline to reduce the number of points deducted. • Late or missing Quarterly Program Status Reports — (5 points each missing 2 points each late)
• Late or missing Quarterly Program Income Reports (QPIR), if applicable — (5 points each missing, 2 points each late)
• Late or missing Annual Performance Reports (APRs) — (25 points each missing, 10 points each late)
Maximum
50-point
deduction
California Department of Housing and Community Development 49 HOME 2022-2023 NOFA
Sub-factor #2: Monitoring Noncompliance (1/1/2019 – 12/31/2023) One hundred (100) points will be deducted for noncompliance with monitoring or contract requirements identified in the last five calendar years.

Maximum
100-point
deduction
Factor: Community Need
The community need point scoring by activity type is based on data available in Appendix C of this NOFA, available on the Department’s HOME Program website at https://www.hcd.ca.gov/grants-and-funding/programsactive/home-investment-partnerships-program. 250
Factor: Project Feasibility
Project feasibility scoring has two scoring categories: activity type and program guidelines, described as follows:

1. Activity type scoring criteria (up to 75 points):
a. FTHB program scoring is determined by the percentage of all homes sold in the city or county in the last 12-month period that are affordable to lower-income families.
b. OOR program scoring is determined by the number of overcrowded households by tenure, low-income owner-occupied households, substandard housing conditions, and the age of the housing stock by tenure, in the city or county as reflected in U.S. Census data. c. TBRA program scoring is determined by the overpayment by lowincome renter households as reflected in U.S. Census data.

2. Program guidelines will be evaluated by the extent they reflect state and federal requirements (up to 25 points).
100
Factor: State Objectives
For State Objectives scoring, there are two sub-factors for which Applicants can receive up to 200 points maximum. As applications are reviewed and rated, points will be awarded for the following objectives, in accordance with the Department’s 2022-2023 Annual Action Plan:

1. Increasing affordable housing;

2. Addressing and preventing Homelessness
California Department of Housing and Community Development 50 HOME 2022-2023 NOFA
Sub-factor #1: Increasing Affordable Housing
Applicants that have higher expenditure rates (i.e., expenditure rates of 55 percent and above) for all 2015-2018 HOME Program Activities contracts shall receive state objectives points as follows:
• Expenditure rate at or above 60 percent. (90 points)
• Expenditure rate between 55 percent to 59.99 percent. (60 points) Expenditure rates will be calculated in accordance with the “Expended Funds” as defined by 25 C.C.R. § 8204(b).
90 Sub-factor #2: Homelessness or Extremely Low-Income
Points shall be awarded for actions to prevent or address Homelessness.

These points will be awarded to Applicants that:

1. Apply for TBRA; or

2. Proposed Project will primarily serve (50% or more) people experiencing Homelessness and/or those At Risk of Homelessness as defined in at 24 C.F.R. § 578.3; or

3. Proposed Project will primarily serve (50% or more) Extremely LowIncome Families, which means low-income families whose annual incomes do not exceed 30 percent of the median family income of a geographic area, as determined by HUD with adjustments for smaller and larger families.
110
TOTAL POINTS FOR PROGRAM ACTIVITIES 950
E. Point Deduction Rules
Pursuant to 25 C.C.R. § 8217, Applicants who disencumbered a Project contract between June 1, 2019, and December 31, 2023, and their Developers, owners, and managing general partners, if any, for these Projects shall receive point deductions according to the above schedule for the deadlines the Project did not meet before the contract was disencumbered.

Pursuant to 25 C.C.R. § 8217(b)(3), Projects that fail to meet deadlines outlined in the state regulations are subject to performance penalties, including point deductions for Projects, unless an exception has been granted by the Department in accordance with 25 C.C.R. § 8217(c). See Section III (B) of this NOFA for more specifics on point deductions.

F. Rental Project Scoring and Notification
Once rental Project application scoring is complete, emails will be sent to the authorized representative and contact person listed in the application describing the scores and facts upon which those scores were determined.

California Department of Housing and Community Development 51 HOME 2022-2023 NOFA
G. Project Activity Feasibility Review
In accordance with 25 C.C.R. § 8212(a)(6), 25 C.C.R. § 8310, and 24 C.F.R. § 92.250(b), the Department will perform underwriting analysis to substantiate the Project is financially feasible for at least 20 years, as well as cost allocation and subsidy layering analyses to determine the appropriate amount of the HOME award.

To determine the Project’s feasibility and sustainability, the Department will review the Project Sources and Uses Form. When completing the application form, Applicants should be sure to include all known and potential Project costs, including, but not limited to, the following:
• Site development issues
• Local government
approvals
• Project market
• Prevailing wages
• Elevation above a flood
plain
• Relocation
• Environmental remediation
• Mitigation of environmental conditions
and hazards
• Any other factors that may impact the
Project costs and/or schedule
If an Applicant proposes to develop site(s) formerly used for agricultural, industrial, manufacturing, or commercial purposes, or the site is situated adjacent to, or in close proximity to, rail yards, airports, dumpsites, or other potentially contaminated properties, whether abandoned or operating, the Department may require Phase II environmental site assessment, or other soil assessment or testing, and a Floodplain Analysis. If not submitted with the application, these reports will be required after award as part of the NEPA process.

If the Applicant has any indication that these conditions may exist, the Department highly recommends that Applicants complete an assessment, soil sampling, or other appropriate testing methodology, prior to submitting the application. The results should be submitted as part of the application documentation, and any additional costs the Project may incur must be included in the Project budget and Sources and Uses Form.

Failure to include these items can increase the Project costs such that the Project is unfeasible, resulting in being noncompetitive for an award. For this reason, it is incumbent upon the Applicant to present verifiable and documented information in the application to prevent any unknown or uncertain Project costs.

H. Appeals

1. Basis of Appeals
a. Applicants may appeal the Department’s written determination that an application is incomplete, has failed threshold review, or has otherwise been determined to provide an insufficient basis for an award (including point scoring and tie breaker).

California Department of Housing and Community Development 52 HOME 2022-2023 NOFA
b. At the sole discretion of the Department, the Department’s written determination may include a request for clarifying and/or corrective information. For purposes of this section, “clarifying information” includes information and/or documentation that resolves ambiguities in any application materials that will inform the Department’s threshold, scoring and feasibility determinations.
c. No Applicant shall have the right to appeal a decision of the Department relating to another Applicant’s application (e.g., eligibility, award). d. Any request to appeal the Department’s decision regarding an application shall be reviewed for compliance with this NOFA. All decisions rendered shall be made by the Program Manager or his/her designee. The decision shall be final, binding, and conclusive, and shall constitute the final action of the Department. e. The appeal process provided herein applies solely to decisions of the Department made pursuant to this NOFA.

2. Appeal Process and Deadlines
a. Process: To file an appeal, Applicants must submit to the Department, by the deadline set forth below, a written appeal which states all relevant facts, arguments, and evidence upon which the appeal is based. Furthermore, the Applicant must provide a detailed reference to the area or areas of the application that provide clarification and substantiation for the basis of the appeal. No new or additional information will be considered if this information would result in a competitive advantage to an Applicant.

Once the appeal is submitted to the Department, no further information and/or materials may be accepted or considered. Appeals are to be submitted to the Department at [email protected] according to the deadline set forth in the Department review letters.
b. Filing Deadline: Appeals must be received by the Department no later than five (5) business days from the date of the Department’s threshold review or initial score letters, as applicable, representing the Department’s decision made in response to the application.

3. Decision
a. Any request to appeal the Department’s decision regarding an application shall be reviewed for compliance with this NOFA. All decisions rendered shall be final, binding, and conclusive, and shall constitute the final action of the Department.

V. Award Announcements and Contracts
A. Award Announcements
Subject to the availability of funds, the Department intends to send Award letters by July 2024 for Program Activities and by September/October 2024 for Project Activities, for all successful Applicants.

Updates on planned awards and contract status will be provided through the Department’s Listserv system. To be added to this list, go to https://www.hcd.ca.gov/contact-us/email-signup, scroll down, and select Federal Programs.

California Department of Housing and Community Development 53 HOME 2022-2023 NOFA
B. Contracts
Awardee(s) must enter into a Standard Agreement with the Department. The Standard Agreement contains all the relevant state and federal requirements, as well as specific information about the award and the work to be performed. The Standard Agreement will contain deadlines that are consistent with state and federal HOME regulations.

Failure to meet these deadlines will be considered a material breach of the Standard Agreement.

NOTE: The Standard Agreement may be delayed if Awardee does not timely provide the Department with all required entity resolutions and other entity documentation (e.g., bylaws, articles of incorporation, 501(c)(3) certification, certificate of good standing, limited partnership agreement), in form and content acceptable to the Department in its sole discretion, which evidences that Awardee has the legal authority to contract with the Department.

A condition of award will be that a Standard Agreement is executed by the Awardee(s) within 90 days (contracting period) of the Awardees’ receipt of the Standard Agreement.

Failure to execute and return the Standard Agreement(s) to the Department within the contracting period may result in award cancellation. The Awardee(s) shall remain a party to the Standard Agreement for the full term of the Standard Agreement; removal of the Awardee(s) shall be prohibited.

VI. Federal and State Overlays
All activities funded with HOME funds or HOME PI are required to comply, where applicable, with HUD’s federal “overlay” requirements found in 24 C.F.R. § 92.350, et seq. of the HOME Final Rule.

Failure to comply with state or federal overlays could result in significant Project cost increases, rejection of the HOME application, and/or loss of points in current or future HOME funding rounds. Projects must comply with all applicable state and federal laws, including, but not limited to:
a. National Environmental Policy Act (NEPA);
b. California Environmental Quality Act (CEQA);
c. State and federal (Davis Bacon) prevailing wage;
d. URA Acquisition and Relocation;
e. Equal Opportunity and Fair Housing;
f. Affirmative Marketing;
g. Section 504 of the Rehabilitation Act of 1973;
h. Fair Housing Act (including accessibility and design requirements); i. Americans with Disabilities Act, where applicable;
j. Section 3 (employment of low-income persons);
California Department of Housing and Community Development 54 HOME 2022-2023 NOFA
k. Single Audit Report 2 C.F.R. Part 200; and
l. Tenant protections and selection practices pursuant to 24 C.F.R. § 92.253.

National Environmental Policy Act (NEPA) & HUD Environmental Review Requirements (contained in 42 U.S.C. §§ 4321-4347 and the implementing regulations at 24 C.F.R. Part 58)
After Applicant has submitted the HOME application to the Department, and before the NEPA Authority to Use Grant Funds (AUGF) has been issued, the Applicant and any participant in the development process shall not engage in any Choice-Limiting Actions as defined in this NOFA. All Choice-Limiting Actions on the site or on behalf of the project by anyone after the HOME application has been submitted to the Department and before the AUGF is issued will disqualify an Applicant’s Project from receiving any HCD federal funds – not only for this HOME NOFA round, but future NOFA rounds.

Thus, Applicants must take great caution before proceeding with project activities.

NOTE: Pursuant to HUD’s NEPA regulations, certain activities are not considered Choice-Limiting Actions regardless of when they are carried out. These activities include, but are not limited to, such things as: environmental and other studies; resource identification and development of plans and strategies; submitting funding applications, inspections and testing for hazards or defects; purchase of insurance; payment of principal and interest on loans made or obligations guaranteed by HUD; and assistance for improvements that do not alter environmental conditions and are necessary to address the effects from disasters or imminent threats to public safety. For more information on activities not considered Choice-Limiting Actions, see 24 C.F.R. § 58.22.

For all new construction Projects and substantial rehabilitation Projects, compliance with NEPA is evidenced by an AUGF. HUD issues the AUGF for CHDO and Developer Projects, and the Department issues the AUGF for State Recipient Projects. For the few rehabilitation Projects not requiring an AUGF, state approval of the environmental documentation is still required prior to taking any Choice-Limiting Actions. For a thorough explanation of the NEPA process, see Chapter V of the HOME Contract Management Manual at https://www.hcd.ca.gov/grants-and-funding/programsactive/home-investment-partnerships-program/home-contract-management-manual.

The Department encourages commencement of the NEPA Environmental Assessment (EA) process as soon as possible, but no later than receipt of the Award letter. For rental Projects, Project reports often require additional analysis of environmental impacts.

Submit general questions regarding Choice-Limiting Actions, or the level of environmental assessment required of the Project, to [email protected] prior to taking any action concerning the proposed HOME Project.

The application must disclose all known environmental hazards, and, if awarded, the Department must be fully informed of all environmental issues. Failure to do so will be considered a material misrepresentation and result in a performance point penalty for all members of the development team for future HOME applications with the Department.

NOTE: The Department is unable to give legal advice regarding a specific Project or program. If an Applicant has specific questions regarding a Choice-Limiting Action, or California Department of Housing and Community Development 55 HOME 2022-2023 NOFA
environmental laws that may affect the Project or program, the Department recommends that the Applicant consult with a legal advisor or professional consultant prior to taking any actions on the Project. Applicants understand and agree that they are solely responsible for their decisions with respect to Choice-Limiting Actions, or potentially Choice-Limiting Actions, and the Department shall have no liability therefor.

Federal Prevailing Wage Requirements (Davis-Bacon)
Federal prevailing wages must be paid on Projects involving site development, construction, and rehabilitation, where there are 12 or more HOME-assisted units.

The HOME Applicant and the construction contractor must ensure that the Davis-Bacon wage requirements as well as state prevailing wage laws are followed, where applicable. The Sources and Uses Form submitted with the HOME application will be examined to ensure that prevailing wage costs have been considered (state and federal, if applicable). CHDOs are required to hire an outside consultant to act as a Labor Standards Coordinator. If the HOME Applicant does not have existing staff to enforce federal labor standards, then it is highly recommended that an outside labor consultant be hired.

For Projects located on Native American Lands as defined by 25 C.C.R. § 8201(y)(1) and the HOME applicant has adopted a Tribally Determined Wage (TDW) in accordance with Tribal law, the HOME Applicant may apply its TDW in lieu of Davis Bacon and the California prevailing wage law.

Homebuyer Self-Help Projects with 12 or more HOME-assisted units may be excluded from Davis-Bacon wage requirements if either of the following applies:
a. Site development was completed before the HOME application, the use of HOME funds was not contemplated when the site development was completed, and there are no agreements or contracts for more than 11 HOME units. If the use of HOME was contemplated before the site development was completed, Davis-Bacon wages must be paid on the entire Project; or b. If the Self-Help families purchase finished lots and contract individually with the General Contractor for construction of their homes, and there are no other construction contracts or subcontracts that cover more than one unit.

Displacement, Relocation, and Acquisition Requirements
Relocation assistance must be provided if individuals and/or businesses will be temporarily relocated or permanently displaced as a result of a HOME-assisted Project.

All Projects are required to comply with the Uniform Relocation Assistance and Real Property Acquisition Act (URA) and the Displacement, Relocation, and Acquisition requirements pursuant to 24 C.F.R. § 92.353. Specifically, federal relocation requirements extend back to the “initiation of negotiations” (ION). For more information on federal displacement, relocation, and acquisition requirements, see HUD’s CPD Handbook 1378.0.

Submit questions regarding ION determinations to [email protected] This recommendation applies to all rental and FTHB Projects involving any relocation activities. An accurate determination is critical because relocation costs may be higher if California Department of Housing and Community Development 56 HOME 2022-2023 NOFA
an earlier ION date is necessary. Applications for tenant-occupied properties must have already provided the General Information Notice (GIN) to all tenants by the date of the ION.

The Sources and Uses form submitted with the application must adequately budget for relocation costs. Consistent with federal relocation requirements prohibiting economic displacement, if rents for existing tenants will increase, a transition reserve must be budgeted to maintain rents for existing tenants at the higher of 30 percent (30%) of their income at ION or the rent at the time of ION, not including regular increases in expenses, for as long as they live in the Project.

Homebuyer 90-Day Vacancy Rule: Relocation requirements will also be triggered if a FTHB proposes to purchase a home that has been occupied by a renter in the 90 days preceding the date of the purchase agreement. Exceptions to this rule can be made by the Department on a case-by-case basis with adequate third-party documentation that the tenant moved for reasons unrelated to the sale of the property, such as the tenant moving for another job.

Normally, relocation will not be triggered for OOR or TBRA programs. However, temporary relocation costs are an eligible HOME grant expense.

A relocation certification is required for all Projects including vacant site(s).

Applicants that assert their Project does not require relocation must submita detailed explanation, including supporting documentation, as to why relocation (of tenants, farms, businesses, etc.) is not required. The Department will review the documentation and make a determination as to whether a relocation plan is necessary. Relocation considerations include the following:
• Vacant land, which is land that is not developed or being used for agricultural purposes;
• Property vacated for the Project, then relocation applies; and • Tenants include anyone who is living or storing their belongings on the property with the owner’s consent, whether or not the “tenant” pays rent. Squatters are not tenants.

If relocation is not required, the Department will issue a Certification Regarding Nonapplication of Relocation Benefits and Indemnification Agreement (“Non-Relocation Certification”). This Non-Relocation Certification must be executed by the Applicant/borrower/sponsor prior to the Department executing the Standard Agreement, and as a condition thereof. The Non-Relocation Certification substantiates and certifies that there is no displacement including, but not limited to, the displacement of tenants, businesses, and farms; therefore, no relocation is required. Submission of thorough and clear supporting information will lead to a more efficient review and decision.

The following are examples of supporting documentation for the Non-Relocation Certification:
• Background information
California Department of Housing and Community Development 57 HOME 2022-2023 NOFA
• Project information
• Reports from professionals, such as appraisal or soils report • Purchase information
• Mini relocation plan with pictures of the vacant land • Summary relocation report
• Scope of Work from the general contractor
• Letter from the Project engineer stating the scope of work • Sales contract evidencing the purchase of vacant land • ALTA survey of (purchased) vacant land
• Property tax assessment for vacant land
• Photographic evidence of vacant land
Pursuant to 24 C.F.R. § 92.353(g) regarding “Displacement, Relocation and Acquisition:

Appeals,” a person who disagrees with the participating jurisdiction's determination concerning whether the person qualifies as a displaced person, or the amount of relocation assistance for which the person may be eligible, may file a written appeal of that determination with the jurisdiction. A low-income person who is dissatisfied with the jurisdiction's determination on his or her appeal may submit a written request for review of that determination to the HUD Field Office.

Procurement Requirements for State Recipients Using Administrative Subcontractors Except for procurement of the NEPA consultant, which can be accomplished using the small purchase procurement method (i.e., by use of informal price quotations), State Recipients using administrative subcontractors paid with HOME Funds must follow a competitive Request for Qualifications (RFQ) or Request for Proposals (RFP) procurement process to select the administrative subcontractor. For information on this procurement process, see the HOME Contract Management Manual at http://www.hcd.ca.gov/grants-funding/active-funding/home/cmm.shtml Single Audit Report Documentation and Reporting Requirements The Awardee must collect and report data upon execution of the Regulatory Agreement until the final Project Completion Report is accepted in the federal disbursement and information system, and annual performance reports must be submitted to the Department during the entire affordability period pertaining to the outcomes of the program and pursuant to the Regulatory Agreement provisions.

Local government Applicants must comply with 2 C.F.R. Part 200.512 Single Audit Report Submission requirements. The Department will make the determination on the status of the Single Audit reporting compliance as of the date of application submission by consultation with the California State Controller’s Office (SCO). Jurisdictions that are exempt from filing must submit a copy of the exemption letter notifying the SCO of their exempt status with their application.

California Department of Housing and Community Development 58 HOME 2022-2023 NOFA
Applicants/Awardees are responsible for disclosing all changes to the Project since submitting the application. Such changes could include, but are not limited to, development team member changes, increased or decreased costs, intent to apply for additional funds, changed Project description, environmental issues, and Project timeline changes.

Questions regarding compliance with the submittal requirements can be directed to [email protected].

Violence Against Women Act Requirements
Projects must implement policies and practices that comply with the Violence Against Women Act (“VAWA”) (Title VI-Safe Homes for Victims of Domestic Violence, Dating Violence, Sexual Assault, and Stalking – Section 601 – 603 and 81 C.F.R. § 80724), in accordance with federal HOME regulations at 24 C.F.R. § 92.359.

Fair Housing and Tenants’ Rights Protections
The Applicant/Awardee must comply with all applicable local, state, and federal laws, constitutions, codes, standards, rules, guidelines, and regulations, including, without limitation, those that pertain to accessibility, construction, health and safety, labor, fair housing, fair employment practices, affirmative marketing and outreach practices, nondiscrimination, and equal opportunity, where applicable.

To the furthest extent applicable and subject to federal preemption, the Applicant/Awardee must comply with all relevant laws, including, without limitation, the California Fair Employment and Housing Act (Gov. Code, § 12900 et seq.); the Unruh Civil Rights Act (Civ.

Code, § 51); Government Code § 11135 (the prohibition of discrimination in state-funded programs); Government Code § 8899.50 (the duty to affirmatively further fair housing); California’s Housing Element Law (Gov. Code, § 65583 et seq.); California Code of Regulations, Title 2, §§12264 – 12271 (legally permissible consideration of criminal history information in housing); Title VI of the Civil Rights Act of 1964 (42 U.S.C. § 2000d et seq.); the ADA of 1990 (42 U.S.C. § 12101 et seq.); the Fair Housing Act (FHA) and amendments (42 U.S.C. § 3601 et seq.); the Fair Housing Amendments Act of 1988; Section 504 of the Rehabilitation Act of 1973 (29 U.S.C. § 794); the Architectural Barriers Act of 1968 (42 U.S.C. § 4151 et seq.); the Age Discrimination Act of 1975 (42 U.S.C. §§ 6101 – 6107); and all federal and state regulations implementing these laws.

Federal Section 3 Rule
In 2020, HUD published a final rule (24 C.F.R. Part 75) (“Section 3”), which outlines requirements for creating economic opportunities for low and very low-income persons and eligible businesses. To the greatest extent possible, Section 3 requires that recipients of certain HUD financial assistance (which includes HOME funds) provide job training and employment opportunities to low- or very low-income residents in connection with HOME Projects and activities in their neighborhoods.

California Department of Housing and Community Development 59 HOME 2022-2023 NOFA
VII. Other Terms and Conditions
A. Right to Modify or Suspend
The Department reserves the right, at is sole discretion, to suspend, rescind, amend, modify, or supplement the provisions of this NOFA at any time, including without limitation, the amount of funds available hereunder. If such an action occurs, the Department will notify all interested parties via a Listserv notice and will post the revisions to the Department website. Be sure to sign up for our Listserv at https://www.hcd.ca.gov/contact-us/email-signup by choosing “Federal Programs.” This NOFA is not a commitment of funds to any activity or Applicant.

B. Conflicts
In the event of any conflict between the terms of this NOFA and either applicable state or federal law or regulation, the terms of the applicable state or federal law or regulation (whichever is stricter) shall control. Applicants are deemed to have fully read and understand all applicable state and federal laws, regulations, and guidelines pertaining to the HOME Program, and understand and agree that the Department shall not be responsible for any errors or omissions in the preparation of this NOFA.

C. False, Fictitious or Fraudulent Claims
Warning: Any person who knowingly makes a false claim or statement to HUD or the Department in connection with this HOME NOFA may be subject to civil or criminal penalties under 18 U.S.C. 287, 1001 and 31 U.S.C. 3729.

D. Detecting, Preventing, and Reporting Fraud
Fraud is a white-collar crime that has a devastating effect on the HOME program because the HOME program beneficiaries are victims of this crime when the HOME program is abused. The Department wants to stop any criminal assault on the HOME program it administers, and in doing so ensure all HOME funds go to people it was designed to help and improve their living conditions.

E. Combating Fraud
The HUD Office of Inspector General (OIG) is committed to protecting HUD’s programs, operations, and beneficiaries from dishonest individuals and organizations.

HUD cannot combat fraud alone; they rely on the Department and HOME NOFA Applicants to combat HOME program fraud.

HUD also relies on Applicants for, and people receiving, HUD benefits, such as: tenants receiving rental assistance, borrowers with HUD insured loans, and/or citizens having their communities restored using HUD grants.

The HUD OIG Hotline number is 1-800-347-3735. This is the primary means to submit allegations of fraud, waste, abuse, mismanagement, or Whistleblower related matters for the HOME program to the OIG.

California Department of Housing and Community Development 60 HOME 2022-2023 NOFA
HUD OIG accepts reports of fraud, waste, abuse, or mismanagement in the HOME program from HUD employees, anyone administering the HOME program, anyone working in the HOME program, contractors, and the public.

Complaints can report mismanagement or violations of law, rules, or regulations by HUD employees or program participants.

Fraud, waste and abuse in the HOME program and its operation may be reported in one of the following four (4) ways:

By email to: [email protected]
By phone: Call toll free: 1-800-347-3735
By fax: 202-708-4829
By mail:

U.S. Department of Housing & Urban Development
HUD OIG, Office of Investigation, Room 1200
Field Office
One Sansome Street
San Francisco, CA 94104
(213) 534-2518
HUD OIG, Office of Investigation
Suite 4070
Regional Office
300 North Los Angeles Street
Los Angeles, CA 90012
(213) 534-2518.

F. Whistleblower Protection Acts
(Federal Whistleblower Protection Act (5 U.S.C Section 2302(b)(8)) The Federal Whistleblower Protection Act (WPA) protects employees from retaliation for making protected disclosures. The WPA also provides penalties for supervisors who retaliate against Whistleblowers.

1. A disclosure is protected under the WPA if the employee discloses information the employee reasonably believes to be evidence of:
a. a violation of any law, rule, or regulation,
b. gross mismanagement,
c. a gross waste of funds,
d. an abuse of authority, or
California Department of Housing and Community Development 61 HOME 2022-2023 NOFA
e. a substantial and specific danger to public health or safety.

2. In general, an employee or Applicant may make a protected disclosure to anyone, including non-governmental audiences, unless the information is classified or specifically prohibited by law from release. Options for making a protected disclosure include:
a. Informing a supervisor or someone higher up in management, b. Submitting a complaint to the OIG by emailing the OIG at [email protected], c. Filing a complaint with the Office of Special Counsel (OSC) https://www.osc.gov/.

The California Whistleblower Protection Act (Title 2, Division 1, Chapter 6.5, Article 3.5, Gov.

Code §§ 8548-8548.5)
The California Whistleblower Protection Act authorizes the California State Auditor to receive complaints from state employees and members of the public who wish to report an improper governmental activity. An "improper governmental activity" is any action by a state agency or any action by a state employee directly related to state government that:

1. Violates any state or federal law or regulation,

2. Violates an Executive Order of the Governor, a California Rule of Court, or any policy or procedure required by the State Administrative Manual or State Contracting Manual, or

3. Is economically wasteful or involves gross misconduct, incompetency, or inefficiency.

Complaints received by the State Auditor are confidential, and the identity of the complainant may not be revealed without the complainant's permission, aside from to an appropriate law enforcement agency conducting a criminal investigation.

There are many ways to file a complaint:

1. By Telephone
Call the Whistleblower Hotline at (800) 952-5665 to file a complaint by talking to one of the State Auditor's employees. The hotline generally is staffed Monday through Friday from 8:00 a.m. to 5:00 p.m. If when called, the hotline is not being staffed, or staff is occupied with other calls, a voicemail message can be left requesting a return call.

2. By Mail or Facsimile
To file a complaint in writing, submit a letter to the State Auditor addressed as follows:

Investigations California State Auditor
P.O. Box 1019
Sacramento, CA 95812
Or the letter may be faxed to the State Auditor at (916) 322-2603.

As an alternative, a complaint form may be accessed electronically (which is available on the State Auditor website at auditor.ca.gov). To submit, print it out, and return it by mail or facsimile as stated above.

3. Online
Although the State Auditor does not accept complaints by email, complaints may be submitted online at https://www.auditor.ca.gov/contactus/complaint.

California Department of Housing and Community Development 62 HOME 2022-2023 NOFA
The State Auditor will not undertake an investigation unless there is a basis for believing that a complaint has sufficient merit to warrant spending resources on an investigation. A complaint should therefore include:
a. A clear and concise statement of what is being alleged to be improper activity and why it is believed to be improper.
b. The name or other information that clearly identifies the person alleged to have acted improperly and the department where that person works.
c. The names and contact information for any witnesses who can confirm the truth of the complaint.
d. Copies of any documents that will support the complaint. (Do not submit original documents, as they cannot be returned.)
G. Cancellation and Defaults
If HCD is required to repay HUD for HOME funds invested in affordable housing because the Project failed to meet the required minimum period of affordability (pursuant to 24 C.F.R. § 92.252(e)), then the Applicant/Developer/Contractor must repay the same amount back to the Department upon demand.

Terminated Projects: If a HOME Project is terminated pursuant to 24 C.F.R. § 92.205 and the Department has to repay any HOME funds invested in the Project to the participating jurisdiction's HOME Investment Trust Fund in accordance with 24 C.F.R. §

92.503(b), then Applicant/Sponsor/Developer/Borrower must repay that money back to the Department, so the Department can be made whole.

H. Loan Closing Requirements
Sponsor must submit all Department Closing Checklist items well in advance of the anticipated construction loan closing, occupancy, and permanent loan closing dates.

Sponsors and Borrowers should allow at minimum 60 days after they have submitted to the Department the (i) final due diligence documents; and (ii) final signed transaction summary report for a loan to close. With the Department’s current workload, the Department strongly recommends Sponsors and Borrower allow at minimum 90 days after submitting the final signed transaction summary for a HOME loan to close.

Failure by Sponsors and Borrowers to timely submit (i) the required due diligence documentation; and (ii) the final signed transaction summary will result in an unnecessary delay to the date when the Department loan will be able to close and may result in extra costs to Borrower. Sponsors and Borrowers are responsible to plan accordingly to ensure a timely closing.

VIII. List of Appendices
Appendix A: Eligible HOME Jurisdictions
Appendix B: CHDO Certification Instructions
Appendix C: Community Needs Score
To: Mayor and City Council
From: City Manager
Meeting Date: March 26, 2024
Subject: APPROVE APPOINTMENT OF KENNETH L. LOUIE,

INTERIM ADMINISTRATIVE SERVICES DIRECTOR
Recommendation:

1. Approve a resolution appointing Retired Annuitant Kenneth L. Louie as Interim Director of Administrative Services pursuant to Government Code Sections 7522.56 and 21221; and

2. Approve Amendment No. 1 to Professional Services Agreement No. 24-2292 with Kenneth L. Louie, in an amount not-to-exceed $150,000 for Interim Administrative Services Director services.

Fiscal Impact:

The fiscal year (FY) 2023-24 and 2024-25 General Fund Budget includes the provision of an Administrative Services Director to oversee the Administrative Services Department. The Administrative Services Director position is temporarily vacant due to the approved leave of absence of the incumbent Director. The salary savings from the temporary vacancy will be utilized to cover amounts expended related to this contract.

No additional appropriations are required at this time.

Background:

The Administrative Services Department is in need of a temporary Director, due to the current Director’s necessary leave of absence. While it is anticipated the incumbent may return in late summer, there are certain short-term priorities within the department that necessitate the hiring of an Interim Director.

Discussion:

The Administrative Services Department is integral to City operations and provides sound and prudent financial management, auditing, budgeting, treasury management, procurement, revenue oversight, and grants and capital project administration. Some of the services that are provided through the Administrative Services Department include accounting, budget and purchasing, financial reporting, and payroll to name a few.

Additionally, the Administrative Services Director oversees the staff within the 7 CITY COUNCIL AGENDA REPORT – MEETING OF MARCH 26, 2024 APPROVE APPOINTMENT OF KENNETH L. LOUIE, INTERIM ADMINISTRATIVE

SERVICES DIRECTOR

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Pico Rivera City CouncilMarch 26, 2024

Pico Rivera City Council
March 26, 2024