Agenda packet — Port Hueneme City Council, May 6, 2024 (part 7 of 8)

Failure to abide by the provisions of the PHA pet policy If the family has breached the terms of a repayment agreement entered into with the PHA If a family member has violated federal, state, or local law that imposes obligations in connection with the occupancy or use of the premises.

If a household member has engaged in or threatened violent or abusive behavior toward PHA personnel.

Abusive or violent behavior towards PHA personnel includes verbal as well as physical abuse or violence. Use of racial epithets, or other language, written or oral, that is customarily used to intimidate may be considered abusive or violent behavior.

Threatening refers to oral or written threats or physical gestures that communicate intent to abuse or commit violence.

In making its decision to terminate the lease, the PHA will consider alternatives as described in Section 13-III.D and other factors described in Sections 13-III.E and 13-III.F. Upon consideration of such alternatives and factors, the PHA may, on a case-bycase basis, choose not to terminate the lease.

Family Absence from Unit [24 CFR 982.551(i)]
It is reasonable that the family may be absent from the public housing unit for brief periods.

However, the PHA needs a policy on how long the family may be absent from the unit. Absence in this context means that no member of the family is residing in the unit.

Port Hueneme Housing Authority Policy
The family must supply any information or certification requested by the PHA to verify that the family is living in the unit, or relating to family absence from the unit, including any PHA-requested information or certification on the purposes of family absences. The family must cooperate with the PHA for this purpose.

The family must promptly notify the PHA when all family members will be absent from the unit for an extended period. An extended period is defined as any period greater than 30 calendar days. In such a case promptly means within 10 business days of the start of the extended absence.

If a family is absent from the public housing unit for more than 180 consecutive days, and the family does not adequately verify that they are living in the unit, the PHA will terminate the lease for other good cause.

Abandonment of the unit. If the family appears to have vacated the unit without giving proper notice, the PHA will follow state and local landlord-tenant law pertaining to abandonment before taking possession of the unit. If necessary, the PHA will secure the unit immediately to prevent vandalism and other criminal activity.

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Over-Income Families [24 CFR 960.261 and FR 11/26/04, p. 68786] The Housing Opportunity Through Modernization Act (HOTMA) of 2016 placed an income limitation on public housing tenancies. The over-income requirement states that after a family’s adjusted income has exceeded 120 percent of area median income (AMI) (or a different limitation established by the secretary) for two consecutive years, the PHA must either terminate the family’s tenancy within six months of the determination, or charge the family a monthly rent that is the higher of the applicable fair market rent (FMR) or the amount of monthly subsidy for the unit, including amounts from the operating and capital funds, as determined by regulations.

Notice PIH 2019-11 also requires that PHAs publish over-income limits in their ACOP and update them no later than 60 days after HUD publishes new income limits each year. The overincome limit is calculated by multiplying the very low-income limit (VLI) by 204, as adjusted for family size.

PHAs also have discretion, under 24 CFR 960.261, to adopt policies allowing termination of tenancy for families whose income exceeds the limit for program eligibility. Such policies would exempt families participating in the Family Self-Sufficiency (FSS) program or currently receiving the earned income disallowance.

Port Hueneme Housing Authority Policy
The PHA determines a family to be over income when their annual income exceeds 120% of the applicable FMR for the family size. The PHA will terminate assistance to families who are over income for one full year based on most recent annual recertification. The family will be notified after one full year of being over income and will be given an additional six months to vacate the subsidized unit. If the family does not vacate the unit within the six-month period, the family will be evicted.

The family has the right to request an informal hearing. 13-III.D. ALTERNATIVES TO TERMINATION OF TENANCY
Exclusion of Culpable Household Member [24 CFR 966.4(l)(5)(vii)(C)] As an alternative to termination of the lease for criminal activity or alcohol abuse HUD provides that the PHA may consider exclusion of the culpable household member. Such an alternative can be used for any other reason where such a solution appears viable in accordance with Port Hueneme Housing Authority Policy.

Additionally, under the Violence against Women Reauthorization Act of 2013, the PHA may bifurcate a lease in order to terminate the tenancy of an individual who is a tenant or lawful occupant of a unit and engages in criminal activity directly related to domestic violence, dating violence, sexual assault, or stalking.

Port Hueneme Housing Authority Policy
The PHA will consider requiring the tenant to exclude a household member in order to continue to reside in the assisted unit, where that household member has participated in or been culpable for action or failure to act that warrants termination.

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or to stay as a guest in the assisted unit. The family must present evidence of the former household member’s current address upon PHA request.

Repayment of Family Debts
Port Hueneme Housing Authority Policy
If a family owes amounts to the PHA, as a condition of continued occupancy, the PHA will require the family to repay the full amount or to enter into a repayment agreement, within 30 days of receiving notice from the PHA of the amount owed. See Chapter 16 for policies on repayment agreements.

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13-III.E. CRITERIA FOR DECIDING TO TERMINATE TENANCY
A PHA that has grounds to terminate a tenancy is not required to do so, except as explained in Part II of this chapter, and may consider all of the circumstances relevant to a particular case before making a decision.

Evidence [24 CFR 982.553(c)]
For criminal activity, HUD permits the PHA to terminate the lease if a preponderance of the evidence indicates that a household member has engaged in the activity, regardless of whether the household member has been arrested or convicted, and without satisfying the standard of proof used for a criminal conviction.

Port Hueneme Housing Authority Policy
The PHA will use the preponderance of the evidence as the standard for making all termination decisions.

Preponderance of the evidence is defined as evidence which is of greater weight or more convincing than the evidence which is offered in opposition to it; that is, evidence which as a whole shows that the fact sought to be proved is more probable than not.

Preponderance of the evidence may not be determined by the number of witnesses, but by the greater weight of all evidence.

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Consideration of Circumstances [24 CFR 966.4(l)(5)(vii)(B)] Although it is required that certain lease provisions exist for criminal activity and alcohol abuse, HUD provides that the PHA may consider all circumstances relevant to a particular case in order to determine whether or not to terminate the lease.

Such relevant circumstances can also be considered when terminating the lease for any other reason.

Port Hueneme Housing Authority Policy
The PHA will consider the following facts and circumstances before deciding whether to terminate the lease for any of the HUD required lease provisions or for any other reasons:

The seriousness of the offending action, especially with respect to how it would affect other residents’ safety or property
The extent of participation or culpability of the leaseholder, or other household members, in the offending action, including whether the culpable member is a minor, a person with disabilities, or (as discussed further in section 13-III.F) a victim of domestic violence, dating violence, sexual assault, or stalking The effects that the eviction will have on other family members who were not involved in the action or failure to act
The effect on the community of the termination, or of the PHA’s failure to terminate the tenancy
The effect of the PHA’s decision on the integrity of the public housing program The demand for housing by eligible families who will adhere to lease responsibilities
The extent to which the leaseholder has shown personal responsibility and whether they have taken all reasonable steps to prevent or mitigate the offending action
The length of time since the violation occurred, including the age of the individual at the time of the conduct, as well as the family’s recent history, and the likelihood of favorable conduct in the future
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While a record or records of arrest will not be used as the basis for termination, an arrest may, however, trigger an investigation to determine whether the participant actually engaged in disqualifying criminal activity. As part of its investigation, the PHA may obtain the police report associated with the arrest and consider the reported circumstances of the arrest. The PHA may also consider:

Any statements made by witnesses or the participant not included in the police report
Whether criminal charges were filed
Whether, if filed, criminal charges were abandoned, dismissed, not prosecuted, or ultimately resulted in an acquittal
Any other evidence relevant to determining whether or not the participant engaged in disqualifying activity
Evidence of criminal conduct will be considered if it indicates a demonstrable risk to safety and/or property.

In the case of program abuse, the dollar amount of the underpaid rent and whether or not a false certification was signed by the family
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Consideration of Rehabilitation [24 CFR 966.4(l)(5)(vii)(D)] HUD authorizes PHAs to take into consideration whether a household member who had used illegal drugs or abused alcohol and is no longer engaging in such use or abuse is participating in or has successfully completed a supervised drug or alcohol rehabilitation program.

Port Hueneme Housing Authority Policy
In determining whether to terminate the lease for illegal drug use or a pattern of illegal drug use, or for abuse or a pattern of abuse of alcohol, by a household member who is no longer engaging in such use or abuse, the PHA will consider whether such household member has successfully completed a supervised drug or alcohol rehabilitation program.

For this purpose the PHA will require the tenant to submit evidence of the household member’s successful completion of a supervised drug or alcohol rehabilitation program.

Reasonable Accommodation [24 CFR 966.7]
If the family includes a person with disabilities, the PHA’s decision to terminate the family’s lease is subject to consideration of reasonable accommodation in accordance with 24 CFR Part 8.

Port Hueneme Housing Authority Policy
If a family indicates that the behavior of a family member with a disability is the reason for a proposed termination of lease, the PHA will determine whether the behavior is related to the disability. If so, upon the family’s request, the PHA will determine whether alternative measures are appropriate as a reasonable accommodation. The PHA will only consider accommodations that can reasonably be expected to address the behavior that is the basis of the proposed lease termination. See Chapter 2 for a discussion of reasonable accommodation.

Nondiscrimination Limitation [24 CFR 966.4(l)(5)(vii)(F)] The PHA’s eviction actions must be consistent with fair housing and equal opportunity provisions of 24 CFR 5.105.

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13-III.F. TERMINATIONS RELATED TO DOMESTIC VIOLENCE, DATING

VIOLENCE, SEXUAL ASSAULT, OR STALKING
This section addresses the protections against termination of tenancy that the Violence against Women Act of 2013 (VAWA) provides for public housing residents who are victims of domestic violence, dating violence, sexual assault, or stalking. For general VAWA requirements and PHA policies pertaining to notification, documentation, and confidentiality, see section 16-VII of this ACOP, where definitions of key VAWA terms are also located.

VAWA Protections against Termination [24 CFR 5.2005(c)] VAWA provides that no person may deny assistance, tenancy, or occupancy rights to public housing to a tenant on the basis or as a direct result of criminal activity directly relating to domestic violence, dating violence, sexual assault, or stalking that is engaged in by a member of the household of the tenant or any guest or other person under the control of the tenant, if the tenant or affiliated individual is the victim or threatened victim of such domestic violence, dating violence, sexual assault, or stalking [FR Notice 8/6/13].

VAWA further provides that incidents of actual or threatened domestic violence, dating violence, sexual assault, or stalking may not be construed either as serious or repeated violations of the lease by the victim or threatened victim of such violence or as good cause for terminating the tenancy or occupancy rights of the victim of such violence [24 CFR 5.2005(c)(1), FR Notice 8/6/13].

Limits on VAWA Protections [24 CFR 5.2005(d) and (e), FR Notice 8/6/13] While VAWA prohibits a PHA from using domestic violence, dating violence, sexual assault, or stalking as the cause for a termination or eviction action against a public housing tenant who is the victim of the abuse, the protections it provides are not absolute. Specifically:
• VAWA does not limit a PHA’s otherwise available authority to terminate assistance to or evict a victim for lease violations not premised on an act of domestic violence, dating violence, sexual assault, or stalking providing that the PHA does not subject the victim to a more demanding standard than the standard to which it holds other tenants. • VAWA does not limit a PHA’s authority to terminate the tenancy of any public housing tenant if the PHA can demonstrate an actual and imminent threat to other tenants or those employed at or providing service to the property if that tenant’s tenancy is not terminated.

HUD regulations define actual and imminent threat to mean words, gestures, actions, or other indicators of a physical threat that (a) is real, (b) would occur within an immediate time frame, and (c) could result in death or serious bodily harm [24 CFR 5.2005(d)(2) and (e)]. In determining whether an individual would pose an actual and imminent threat, the factors to be considered include:
• The duration of the risk
• The nature and severity of the potential harm
• The likelihood that the potential harm will occur
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In order to demonstrate an actual and imminent threat, the PHA must have objective evidence of words, gestures, actions, or other indicators. Even when a victim poses an actual and imminent threat, however, HUD regulations authorize a PHA to terminate the victim’s assistance “only when there are no other actions that could be taken to reduce or eliminate the threat, including but not limited to transferring the victim to a different unit, barring the perpetrator from the property, contacting law enforcement to increase police presence or develop other plans to keep the property safe, or seeking other legal remedies to prevent the perpetrator from acting on a threat” [24 CFR 5.2005(d)(3)]. Additionally, HUD regulations state that restrictions “predicated on public safety cannot be based on stereotypes, but must be tailored to particularized concerns about individual residents” [24 CFR 5.2005(d)(3)].

Port Hueneme Housing Authority Policy
In determining whether a public housing tenant who is a victim of domestic violence, dating violence, sexual assault, or stalking is an actual and imminent threat to other tenants or those employed at or providing service to a property, the PHA will consider the following, and any other relevant, factors:

Whether the threat is toward an employee or tenant other than the victim of domestic violence, dating violence, sexual assault, or stalking Whether the threat is a physical danger beyond a speculative threat Whether the threat is likely to happen within an immediate time frame Whether the threat to other tenants or employees can be eliminated in some other way, such as by helping the victim relocate to a confidential location, transferring the victim to another unit, or seeking a legal remedy to prevent the perpetrator from acting on the threat
If the tenant wishes to contest the PHA’s determination that they are an actual and imminent threat to other tenants or employees, the tenant may do so as part of the grievance hearing or in a court proceeding.

Documentation of Abuse [24 CFR 5.2007]
Port Hueneme Housing Authority Policy
When an individual facing termination of tenancy for reasons related to domestic violence, dating violence, sexual assault, or stalking claims protection under VAWA, the PHA will request in writing that the individual provide documentation supporting the claim in accordance with the policies in section 16-VII.D of this ACOP.

The PHA reserves the right to waive the documentation requirement if it determines that a statement or other corroborating evidence from the individual will suffice. In such cases the PHA will document the waiver in the individual’s file.

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Terminating or Evicting a Perpetrator of Domestic Violence Although VAWA provides protection from termination for victims of domestic violence, it does not provide such protection for perpetrators. In fact, VAWA gives the PHA the explicit authority to bifurcate a lease, or remove a household member from a lease, “in order to evict, remove, or terminate assistance to any individual who is a tenant or lawful occupant of the housing and who engages in criminal activity directly relating to domestic violence, dating violence, sexual assault, or stalking against an affiliated individual or other individual, without evicting, removing, terminating assistance to, or otherwise penalizing a victim of such criminal activity who is also a tenant or lawful occupant of the housing” [FR Notice 8/6/13]. Moreover, HUD regulations impose on the PHA the obligation to consider lease bifurcation in any circumstances involving domestic violence, dating violence, or stalking [24 CFR 966.4(e)(9)].

Specific lease language affirming the PHA’s authority to bifurcate a lease is not necessary, and the authority supersedes any local, state, or federal law to the contrary. However, if the PHA chooses to exercise its authority to bifurcate a lease, it must follow any procedures prescribed by HUD or by applicable local, state, or federal law for eviction, lease termination, or termination of assistance. This means that the PHA must follow the same rules when terminating or evicting an individual as it would when terminating or evicting an entire family [FR Notice 3/16/07].

However, perpetrators should be given no more than 30 days’ notice of termination in most cases [Notice PIH 2017-08].

Port Hueneme Housing Authority Policy
The PHA will bifurcate a family’s lease and terminate the tenancy of a family member if the PHA determines that the family member has committed criminal acts of physical violence against other family members or others. This action will not affect the tenancy or program assistance of the remaining, nonculpable family members.

In making its decision, the PHA will consider all credible evidence, including, but not limited to, a signed certification (form HUD-5382) or other documentation of abuse submitted to the PHA by the victim in accordance with this section and section 16-VII.D.

The PHA will also consider the factors in section 13.III.E. Upon such consideration, the PHA may, on a case-by-case basis, choose not to bifurcate the lease and terminate the tenancy of the culpable family member.

If the PHA does bifurcate the lease and terminate the tenancy of the culpable family member, it will do so in accordance with the lease, applicable law, and the policies in this ACOP. If the person removed from the lease was the only tenant eligible to receive assistance, the PHA must provide any remaining tenant a chance to establish eligibility for the unit. If the remaining tenant cannot do so, the PHA must provide the tenant reasonable time to find new housing or to establish eligibility for another housing program covered by VAWA 2013.

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PART IV: NOTIFICATION REQUIREMENTS, EVICTION PROCEDURES

AND RECORD KEEPING
13-IV.A. OVERVIEW
HUD regulations specify the requirements for the notice that must be provided prior to lease termination. This part discusses those requirements and the specific requirements that precede and follow termination for certain criminal activities which are addressed in the regulations.

This part also discusses specific requirements pertaining to the actual eviction of families and record keeping.
13-IV.B. CONDUCTING CRIMINAL RECORDS CHECKS [24 CFR 5.903(e)(ii) and 24 CFR 960.259]
HUD authorizes PHAs to conduct criminal records checks on public housing residents for lease enforcement and eviction. Port Hueneme Housing Authority Policy determines when the PHA will conduct such checks.

Port Hueneme Housing Authority Policy
The PHA will conduct criminal records checks when it has come to the attention of the PHA, either from local law enforcement or by other means, that an individual has engaged in the destruction of property, engaged in violent activity against another person, or has interfered with the right to peaceful enjoyment of the premises of other residents.

Such checks will also include sex offender registration information. In order to obtain such information, all adult household members must sign consent forms for release of criminal conviction and sex offender registration records on an annual basis.

The PHA may not pass along to the tenant the costs of a criminal records check.

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13-IV.C. DISCLOSURE OF CRIMINAL RECORDS TO FAMILY [24 CFR 5.903(f), 24 CFR 5.905(d) and 24 CFR 966.4(l)(5)(iv)]
In conducting criminal records checks, if the PHA uses the authority of 24 CFR 5.903 and 5.905 to obtain such information, certain protections must be afforded the tenant before any adverse action is taken. In such cases if the PHA obtains criminal records information from a state or local agency showing that a household member has been convicted of a crime, or is subject to a sex offender registration requirement, relevant to lease enforcement or eviction, the PHA must notify the household of the proposed action and must provide the subject of the record and the tenant a copy of such information, and an opportunity to dispute the accuracy and relevance of the information before an eviction or lease enforcement action is taken.

Port Hueneme Housing Authority Policy
In all cases where criminal record or sex offender registration information would result in lease enforcement or eviction, the PHA will notify the household in writing of the proposed adverse action and will provide the subject of the record and the tenant a copy of such information, and an opportunity to dispute the accuracy and relevance of the information before an eviction or lease enforcement action is taken.

The family will be given 10 business days from the date of the PHA notice, to dispute the accuracy and relevance of the information. If the family does not contact the PHA to dispute the information within that 10 business day period, the PHA will proceed with the termination action.

Should the tenant not exercise their right to dispute prior to any adverse action, the tenant still has the right to dispute in the grievance hearing or court trial.

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13-IV.D. LEASE TERMINATION NOTICE [24 CFR 966.4(l)(3); Notice PIH 2021-29] Form, Delivery, and Content of the Notice
Notices of lease termination must be in writing. The notice must state the specific grounds for termination, the date the termination will take place, the resident’s right to reply to the termination notice, and their right to examine PHA documents directly relevant to the termination or eviction. If the PHA does not make the documents available for examination upon request by the tenant, the PHA may not proceed with the eviction [24 CFR 996.4(m)].

Port Hueneme Housing Authority Policy
If the PHA offers remote hearings, the notice will also state that the resident may request a remote hearing.

If the PHA will require that the hearing be conducted remotely, at the time the notice is sent to the resident informing them of the right to request a hearing, the resident will be notified that the hearing will be conducted remotely. The resident will be informed of the processes involved in a remote hearing and that the PHA will provide technical assistance, if needed, before the hearing.

Further, during the period of time for which HUD determines that a national emergency requires additional time for families to secure funding, all termination notifications for nonpayment of rent must include, at a minimum, the language provided in the Appendix of Notice PIH 2021-29.

When the PHA is required to offer the resident an opportunity for a grievance hearing, the notice must also inform the resident of their right to request a hearing in accordance with the PHA’s grievance procedure. In these cases, the tenancy shall not terminate until the time for the tenant to request a grievance hearing has expired and the grievance procedure has been completed.

When the PHA is not required to offer the resident an opportunity for a grievance hearing because HUD has made a due process determination and the lease termination is for criminal activity that threatens health, safety or right to peaceful enjoyment or for drug-related criminal activity, the notice of lease termination must state that the tenant is not entitled to a grievance hearing on the termination. It must specify the judicial eviction procedure to be used by the PHA for eviction of the tenant, and state that HUD has determined that the eviction procedure provides the opportunity for a hearing in court that contains the basic elements of due process as defined in HUD regulations. The notice must also state whether the eviction is for a criminal activity that threatens the health, safety, or right to peaceful enjoyment of the premises of other residents or employees of the PHA, or for a drug-related criminal activity on or off the premises.

Port Hueneme Housing Authority Policy
The PHA will attempt to deliver notices of lease termination directly to the tenant or an adult member of the household and the notice will be sent by first-class mail the same day.

All notices of lease termination will include a copy of the forms HUD-5382 and HUD5380 to accompany the termination notice. Any tenant who claims that the cause for termination involves domestic violence, dating violence, sexual assault, or stalking of which the tenant or affiliated individual of the tenant is the victim will be given the Agenda Item No. 03 Page 834 of 937 HA Agenda 05-06-2024 © Copyright 2023 Nan McKay & Associates, Inc.

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opportunity to provide documentation in accordance with the policies in sections 13-III.F and 16-VII.D.

Timing of the Notice [24 CFR 966.4(l)(3)(i); Notice PIH 2021-29] The PHA must give written notice of lease termination of:
• During the period of time for which HUD determines that a national emergency requires additional time for families to secure federal funding that is available due to a Presidential declaration of a national emergency, at least 30 days from the date the tenant receives the notice in the case of failure to pay rent.
• When such emergency is not present, 14 calendar days in the case of failure to pay rent • A reasonable period of time considering the seriousness of the situation (but not to exceed 30 calendar days)
If the health or safety of other residents, PHA employees, or persons residing in the immediate vicinity of the premises is threatened
If any member of the household has engaged in any drug-related criminal activity or violent criminal activity
If any member of the household has been convicted of a felony • 30 calendar days in any other case, except that if a state or local law allows a shorter notice period, such shorter period shall apply
Port Hueneme Housing Authority Policy
The PHA will give written notice of 30 calendar days from the date the tenant receives the notice for nonpayment of rent (during nationwide emergency orders) or 14 calendar days the date the tenant receives the notice for nonpayment of rent (upon expiration of nationwide emergency orders). For all other lease terminations, the PHA will give 30 days written notice or, if state or local law allows less than 30 days, such shorter notice will be given.

The Notice to Vacate that may be required under state or local law may be combined with or run concurrently with the notice of lease termination.

Port Hueneme Housing Authority Policy
Any Notice to Vacate or Notice to Quit that is required by state or local law will run concurrently with the Notice of Lease Termination under this section.

Notice of Nonrenewal Due to Community Service Noncompliance [24 CFR 966.4(l)(2)(ii)(D), 24 CFR 960.603(b) and 24 CFR 960.607(b)] When the PHA finds that a family is in noncompliance with the community service requirement, the tenant and any other noncompliant resident must be notified in writing of this determination.

Notices of noncompliance will be issued in accordance with the requirements and policies in Section 11-I.E.

Port Hueneme Housing Authority Policy
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If after receiving a notice of initial noncompliance the family does not request a grievance hearing, or does not take either corrective action required by the notice within the required timeframe, a termination notice will be issued in accordance with the policies above.

If a family agreed to cure initial noncompliance by signing an agreement, and is still in noncompliance after being provided the 12-month opportunity to cure, the family will be issued a notice of continued noncompliance. The notice of continued noncompliance will be sent in accordance with the policies in Section 11-I.E. and will also serve as the notice of termination of tenancy.

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Notice of Termination Based on Citizenship Status [24 CFR 5.514 (c) and (d)] In cases where termination of tenancy is based on citizenship status, HUD requires the notice of termination to contain additional information. In addition to advising the family of the reasons their assistance is being terminated, the notice must also advise the family of any of the following that apply: the family’s eligibility for proration of assistance, the criteria and procedures for obtaining relief under the provisions for preservation of families, the family’s right to request an appeal to the USCIS of the results of secondary verification of immigration status and to submit additional documentation or a written explanation in support of the appeal, and the family’s right to request an informal hearing with the PHA either upon completion of the USCIS appeal or in lieu of the USCIS appeal. Please see Chapter 14 for the PHA’s informal hearing procedures.
13-IV.E. EVICTION [24 CFR 966.4(l)(4) and 966.4(m)]
Eviction notice means a notice to vacate, or a complaint or other initial pleading used under state or local law to commence an eviction action. The PHA may only evict the tenant from the unit by instituting a court action, unless the law of the jurisdiction permits eviction by administrative action, after a due process administrative hearing, and without a court determination of the rights and liabilities of the parties.

Port Hueneme Housing Authority Policy
When a family does not vacate the unit after receipt of a termination notice, by the deadline given in the notice, the PHA will follow state and local landlord-tenant law in filing an eviction action with the local court that has jurisdiction in such cases.

If the eviction action is finalized in court and the family remains in occupancy beyond the deadline to vacate given by the court, the PHA will seek the assistance of the court to remove the family from the premises as per state and local law.

The PHA may not proceed with an eviction action if the PHA has not made available the documents to be used in the case against the family, and has not afforded the family the opportunity to examine and copy such documents in accordance with the provisions of 24 CFR 966.4(l)(3) and (m).

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13-IV.F. NOTIFICATION TO POST OFFICE [24CFR 966.4(l)(5)(iii)(B)] When the PHA evicts an individual or family for criminal activity, including drug-related criminal activity, the PHA must notify the local post office serving the dwelling unit that the individual or family is no longer residing in the unit. 13-IV.G. RECORD KEEPING
For more information concerning general record keeping, see Chapter 16.

Port Hueneme Housing Authority Policy
A written record of every termination and/or eviction will be maintained by the PHA at the development where the family was residing, and will contain the following information:

Name of resident, number and identification of unit occupied Date of the notice of lease termination and any other notices required by state or local law; these notices may be on the same form and will run concurrently Specific reason(s) for the notices, citing the lease section or provision that was violated, and other facts pertinent to the issuing of the notices described in detail (other than any criminal history reports obtained solely through the authorization provided in 24 CFR 5.903 and 5.905)
Date and method of notifying the resident
Summaries of any conferences held with the resident including dates, names of conference participants, and conclusions
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INTRODUCTION
Chapter 14

GRIEVANCES AND APPEALS
This chapter discusses grievances and appeals pertaining to PHA actions or failures to act that adversely affect public housing applicants or residents. The policies are discussed in the following three parts:

Part I: Informal Hearings for Public Housing Applicants. This part outlines the requirements and procedures for informal hearings for public housing applicants.

Part II: Informal Hearings with Regard to Noncitizens. This part discusses informal hearings regarding citizenship status and where they differ from the requirements for general applicant and tenant grievances.

Part III: Grievance Procedures for Public Housing Residents. This part outlines the requirements and procedures for handling grievances for public housing residents.

Note that this chapter is not the PHA’s grievance procedure. The grievance procedure is a document separate from the ACOP. This chapter of the ACOP provides the policies that drive the grievance procedure.

PART I: INFORMAL HEARINGS FOR PUBLIC HOUSING APPLICANTS 14-I.A. OVERVIEW
When the PHA makes a decision that has a negative impact on an applicant family, the family is often entitled to appeal the decision. For applicants, the appeal takes the form of an informal hearing. HUD regulations do not provide a structure for or requirements regarding informal hearings for applicants (except with regard to citizenship status, to be covered in Part II). This part discusses the PHA policies necessary to respond to applicant appeals through the informal hearing process.

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14-I.B. INFORMAL HEARING PROCESS [24 CFR 960.208(a) and PH Occ GB, p. 58] Informal hearings are provided for public housing applicants. An applicant is someone who has applied for admission to the public housing program, but is not yet a tenant in the program.

Informal hearings are intended to provide a means for an applicant to dispute a determination of ineligibility for admission to a project [24 CFR 960.208(a)]. Applicants to public housing are not entitled to the same hearing process afforded tenants under the PHA grievance procedures [24 CFR 966.53(a) and PH Occ GB, p. 58].

Informal hearings provide applicants the opportunity to review the reasons for denial of admission and to present evidence to refute the grounds for denial.

Use of Informal Hearing Process
While the PHA must offer the opportunity of an informal hearing to applicants who have been determined as ineligible for admission, the PHA could make the informal hearing process available to applicants who wish to dispute other PHA actions that adversely affect them.

Port Hueneme Housing Authority Policy
The PHA will only offer informal hearings to applicants for the purpose of disputing denials of admission.

Notice of Denial [24 CFR 960.208(a)]
The PHA must give an applicant prompt notice of a decision denying eligibility for admission.

The notice must contain a brief statement of the reasons for the PHA decision, and must also state that the applicant may request an informal hearing to dispute the decision. The notice must describe how to obtain the informal hearing.

Port Hueneme Housing Authority Policy
The PHA’s notice of denial will include information about required or requested remote informal hearings.

When denying eligibility for admission, the PHA must provide the family a notice of VAWA rights (form HUD-5380) as well as the HUD VAWA self-certification form (form HUD-5382) in accordance with the Violence against Women Reauthorization Act of 2013, and as outlined in 16-VII.C. The notice and self-certification form must accompany the written notification of the denial of eligibility determination.

Prior to notification of denial based on information obtained from criminal or sex offender registration records, the family, in some cases, must be given the opportunity to dispute the information in those records which would be the basis of the denial. See Section 3-III.G for details concerning this requirement.

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Scheduling an Informal Hearing
Port Hueneme Housing Authority Policy
A request for an informal hearing must be made in writing and delivered to the PHA either in person or by first class mail, by the close of the business day, no later than 10 business days from the date of the PHA’s notification of denial of admission.

The PHA will schedule and send written notice of the informal hearing within 10 business days of the family’s request.

Remote Informal Hearings [Notice PIH 2020-32]
The is no requirement that informal hearings be conducted in-person, and as such, HUD allows PHAs to conduct all or a portion of their informal hearings remotely either over the phone, via video conferencing or through other virtual platforms. If the PHA chooses to conduct remote informal hearings, applicants may still request an in-person informal hearings, as applicable.

Port Hueneme Housing Authority Policy
All PHA policies and processes for remote informal hearings will be conducted in accordance with due process requirements and compliance with HUD regulations.

The PHA has the sole discretion to require that informal hearings be conducted remotely in case of local, state, or national physical distancing orders, and in cases of inclement weather or natural disaster.

In addition, the PHA will conduct and informal hearing remotely upon request of the applicant as a reasonable accommodation for a person with a disability, in an applicant does not have child care or transportation that would enable them to attend the informal hearing, or if the applicant believes an in-person informal hearing would create an undue health risk. The PHA will consider other reasonable requests for a remote informal hearing on a case-by-case basis.

Ensuring Accessibility for Persons with Disabilities and LEP Individuals As with in-person informal hearings, the platform for conducting remote informal hearings must be accessible to persons with disabilities and the informal hearing must be conducted in accordance with Section 504 and accessibility requirements. This includes ensuring any information, websites, emails, digital notifications, and other virtual platforms are accessible for person with vision, hearing, and other disabilities. Further, providing effective communication in a digital context may require the use of individualized auxiliary aids or services, such as audio description, captioning, sign language and other types of interpreters, keyboard accessibility, accessible documents, screen reader support, and transcripts. Auxiliary aids or services must be provided in accessible formats, in a timely manner, and in such a way to protect the privacy and independence of the individual. PHAs may never request or require that individuals with disabilities provide their own auxiliary aids or services, including for remote informal hearings.

If no method of conducting a remote informal hearing is available that appropriately accommodates an individual’s disability, the PHA may not hold against the individual their inability to participate in the remote informal review, and the PHA should consider whether postponing the remote informal hearing to a later date is appropriate or whether there is a suitable alternative.

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Due to the individualized nature of disability, the appropriate auxiliary aid or service necessary, or reasonable accommodation, will depend on the specific circumstances and requirements.

As with in-person hearings, Limited English Proficiency (LEP) requirements also apply to remote informal hearings, including the use of interpretation services and document translation.

See Chapter 2 for a more thorough discussion of accessibility and LEP requirements, all of which apply in the context of remote informal hearings.

Conducting an Informal Hearing [PH Occ GB, p. 58]
Port Hueneme Housing Authority Policy
The informal hearing will be conducted by a person other than the one who made or approved the decision under review, or a subordinate of this person.

The applicant will be provided an opportunity to present written or oral objections to the decision of the PHA.

The person conducting the informal hearing will make a recommendation to the PHA, but the PHA is responsible for making the final decision as to whether admission should be granted or denied.

Conducting Remote Informal Hearings [Notice PIH 2020-32] The PHA must ensure that the lack of technology or inability to use technology for remote informal hearings does not pose a disadvantage to families that may not be apparent to the PHA.

The PHA should determine through a survey or other means if these barriers exist prior to conducting the remote informal hearing and, if the family does not have the proper technology to fully participate, either postpone the informal hearing or provide an alternative means of access.

As with in-person informal hearings, the PHA must provide all materials presented, whether paper or electronic, to the family prior to the remote informal hearing. The family must also be provided with an accessible means by which to transmit their own evidence.

The PHA must ensure that the applicant has the right to hear and be heard. All PHA policies and processes for remote informal hearings will be conducted in accordance with due process requirements and will be in compliance with HUD regulations at 24 CFR 966.56 and the guidance for conducting remote hearings specified in Notice PIH 2020-32.

Port Hueneme Housing Authority Policy
The PHA will conduct remote informal hearings via video conferencing platform. If the informal hearing will be conducted via videoconferencing, the PHA will ensure that all applicants, applicant representatives, PHA representatives, and the person conducting the informal hearing can adequately access the platform (i.e., hear, be heard, see, and be seen).

If any applicant, applicant representative, PHA representative, or person conducting the informal hearing is unable to effectively utilize the videoconferencing platform, the informal hearing will be conducted by telephone conferencing call-in. Witness testimony may be accepted via telephone call-in.

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Whether the informal hearing is to be conducted via videoconferencing or telephone callin, the PHA will provide all parties login information and/or conferencing call-in information before the informal hearing.

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Informal Hearing Decision [PH Occ GB, p. 58]
Port Hueneme Housing Authority Policy
The PHA will notify the applicant of the PHA’s final decision, including a brief statement of the reasons for the final decision.

In rendering a decision, the PHA will evaluate the following matters:

Whether or not the grounds for denial were stated factually in the notice The validity of grounds for denial of admission. If the grounds for denial are not specified in the regulations or in Port Hueneme Housing Authority Policy, then the decision to deny assistance will be overturned. See Chapter 3 for a detailed discussion of the grounds for applicant denial.

The validity of the evidence. The PHA will evaluate whether the facts presented prove the grounds for denial of admission. If the facts prove that there are grounds for denial, and the denial is required by HUD, the PHA will uphold the decision to deny admission.

If the facts prove the grounds for denial, and the denial is discretionary, the PHA will consider the recommendation of the person conducting the informal hearing in making the final decision whether to deny admission.

The PHA will notify the applicant of the final decision, including a statement explaining the reason(s) for the decision. The notice will be mailed, with return receipt requested, within 10 business days of the informal hearing, to the applicant and his or her representative, if any.

If the informal hearing decision overturns the denial, processing for admission will resume.

If the family fails to appear for their informal hearing, the denial of admission will stand and the family will be so notified.

Reasonable Accommodation for Persons with Disabilities [24 CFR 966.7] Persons with disabilities may request reasonable accommodations to participate in the informal hearing process and the PHA must consider such accommodations. The PHA must also consider reasonable accommodation requests pertaining to the reasons for denial if related to the person’s disability. See Chapter 2 for more detail pertaining to reasonable accommodation requests.

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PART II: INFORMAL HEARINGS WITH REGARD TO NONCITIZENS
14-II.A. HEARING AND APPEAL PROVISIONS FOR NONCITIZENS [24 CFR 5.514] Denial or termination of assistance based on immigration status is subject to special hearing and notice rules. These special hearings are referred to in the regulations as informal hearings, but the requirements for such hearings are different from the informal hearings used to deny applicants for reasons other than immigration status.

Assistance to a family may not be delayed, denied, or terminated on the basis of immigration status at any time prior to a decision under the United States Citizenship and Immigration Services (USCIS) appeal process. Assistance to a family may not be terminated or denied while the PHA hearing is pending, but assistance to an applicant may be delayed pending the completion of the informal hearing.

A decision against a family member, issued in accordance with the USCIS appeal process or the PHA informal hearing process, does not preclude the family from exercising the right, that may otherwise be available, to seek redress directly through judicial procedures.

Notice of Denial or Termination of Assistance [24 CFR 5.514(d)] As discussed in Chapters 3 and 13, the notice of denial or termination of assistance for noncitizens must advise the family of any of the following that apply:
• That financial assistance will be denied or terminated, and provide a brief explanation of the reasons for the proposed denial or termination of assistance. • The family may be eligible for proration of assistance. • In the case of a tenant, the criteria and procedures for obtaining relief under the provisions for preservation of families [24 CFR 5.514 and 5.518].
• That the family has a right to request an appeal to the USCIS of the results of secondary verification of immigration status and to submit additional documentation or explanation in support of the appeal.
• That the family has a right to request an informal hearing with the PHA either upon completion of the USCIS appeal or in lieu of the USCIS appeal. • For applicants, assistance may not be delayed until the conclusion of the USCIS appeal process, but assistance may be delayed during the period of the informal hearing process.

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United States Citizenship and Immigration Services Appeal Process [24 CFR 5.514(e)] When the PHA receives notification that the USCIS secondary verification failed to confirm eligible immigration status, the PHA must notify the family of the results of the USCIS verification. The family will have 30 days from the date of the notification to request an appeal of the USCIS results. The request for appeal must be made by the family in writing directly to the USCIS. The family must provide the PHA with a copy of the written request for appeal and proof of mailing.

Port Hueneme Housing Authority Policy
The PHA will notify the family in writing of the results of the USCIS secondary verification within 10 business days of receiving the results.

The family must provide the PHA with a copy of the written request for appeal and proof of mailing within 10 business days of sending the request to the USCIS.

The family must forward to the designated USCIS office any additional documentation or written explanation in support of the appeal. This material must include a copy of the USCIS document verification request (used to process the secondary request) or such other form specified by the USCIS, and a letter indicating that the family is requesting an appeal of the USCIS immigration status verification results.

The USCIS will notify the family, with a copy to the PHA, of its decision. When the USCIS notifies the PHA of the decision, the PHA must notify the family of its right to request an informal hearing.

Port Hueneme Housing Authority Policy
The PHA will send written notice to the family of its right to request an informal hearing within 10 business days of receiving notice of the USCIS decision regarding the family’s immigration status.

Unlimited copies may be made for internal use.

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Informal Hearing Procedures for Applicants [24 CFR 5.514(f)] After notification of the USCIS decision on appeal, or in lieu of an appeal to the USCIS, an applicant family may request that the PHA provide a hearing. The request for a hearing must be made either within 30 days of receipt of the PHA notice of denial, or within 30 days of receipt of the USCIS appeal decision.

The informal hearing procedures for applicant families are described below.

Informal Hearing Officer
The PHA must provide an informal hearing before an impartial individual, other than a person who made or approved the decision under review, and other than a person who is a subordinate of the person who made or approved the decision.

Evidence
The family must be provided the opportunity to examine and copy at the family’s expense, at a reasonable time in advance of the hearing, any documents in the possession of the PHA pertaining to the family’s eligibility status, or in the possession of the USCIS (as permitted by USCIS requirements), including any records and regulations that may be relevant to the hearing.

Port Hueneme Housing Authority Policy
The family will be allowed to copy any documents related to the hearing at a cost of $.25 cents for the first page and $.10 cents per page thereafter. The family must request discovery of PHA documents no later than 24 hours/one day prior to the hearing.

The family must be provided the opportunity to present evidence and arguments in support of eligible status. Evidence may be considered without regard to admissibility under the rules of evidence applicable to judicial proceedings.

The family must also be provided the opportunity to refute evidence relied upon by the PHA, and to confront and cross-examine all witnesses on whose testimony or information the PHA relies.

Representation and Interpretive Services
The family is entitled to be represented by an attorney or other designee, at the family’s expense, and to have such person make statements on the family’s behalf.

The family is entitled to request an interpreter. The PHA is obligated to provide a competent interpreter, free of charge, upon request. The family may also or instead provide its own interpreter, at the expense of the family.

Recording of the Hearing
The family is entitled to have the hearing recorded by audiotape. The PHA may, but is not required to, provide a transcript of the hearing.

Port Hueneme Housing Authority Policy
The PHA will not provide a transcript of an audio taped informal hearing.

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Hearing Decision
The PHA must provide the family with a written notice of the final decision, based solely on the facts presented at the hearing, within 14 calendar days of the date of the informal hearing. The notice must state the basis for the decision.

Retention of Documents [24 CFR 5.514(h)]
The PHA must retain for a minimum of 5 years the following documents that may have been submitted to the PHA by the family, or provided to the PHA as part of the USCIS appeal or the PHA informal hearing process:
• The application for assistance
• The form completed by the family for income reexamination • Photocopies of any original documents, including original USCIS documents • The signed verification consent form
• The USCIS verification results
• The request for a USCIS appeal
• The final USCIS determination
• The request for an informal hearing
• The final informal hearing decision
Informal Hearing Procedures for Residents [24 CFR 5.514(f)] After notification of the USCIS decision on appeal, or in lieu of an appeal to the USCIS, a resident family may request that the PHA provide a hearing. The request for a hearing must be made either within 30 days of receipt of the PHA notice of termination, or within 30 days of receipt of the USCIS appeal decision.

The informal hearing procedures for resident families whose tenancy is being terminated based on immigration status is the same as for any grievance under the grievance procedures for resident families found in Part III below.

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PART III: GRIEVANCE PROCEDURES FOR PUBLIC HOUSING RESIDENTS 14-III.A. REQUIREMENTS [24 CFR 966.52]
PHAs must have a grievance procedure in place through which residents of public housing are provided an opportunity to grieve any PHA action or failure to act involving the lease or PHA policies which adversely affect their rights, duties, welfare, or status. The PHA must not only meet the minimal procedural due process requirements provided under the regulations, but must also meet any additional requirements imposed by local, state or federal law.

The PHA grievance procedure must be included in, or incorporated by reference in, the lease.

Port Hueneme Housing Authority Policy
The PHA grievance procedure will be incorporated by reference in the tenant lease.

The PHA must provide at least 30 days’ notice to tenants and resident organizations setting forth proposed changes in the PHA grievance procedure, and provide an opportunity to present written comments. Comments submitted must be considered by the PHA before adoption of any changes to the grievance procedure by the PHA.

Port Hueneme Housing Authority Policy
Residents and resident organizations will have 30 calendar days from the date they are notified by the PHA of any proposed changes in the PHA grievance procedure, to submit written comments to the PHA.

The PHA must furnish a copy of the grievance procedure to each tenant and to resident organizations.

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14-III.B. DEFINITIONS [24 CFR 966.53; 24 CFR 966.51(a)(2)(i)] There are several terms used by HUD with regard to public housing grievance procedures, which take on specific meanings different from their common usage. These terms are as follows:
• Grievance – any dispute which a tenant may have with respect to PHA action or failure to act in accordance with the individual tenant’s lease or PHA regulations which adversely affect the individual tenant’s rights, duties, welfare or status • Complainant – any tenant whose grievance is presented to the PHA or at the project management office
• Due Process Determination – a determination by HUD that law of the jurisdiction requires that the tenant must be given the opportunity for a hearing in court which provides the basic elements of due process before eviction from the dwelling unit • Expedited Grievance – a procedure established by the PHA for any grievance or termination that involves:
− Any criminal activity that threatens the health, safety, or right to peaceful enjoyment or the PHA’s public housing premises by other residents or employees of the PHA; or − Any drug-related criminal activity on or off the premises • Elements of Due Process – an eviction action or a termination of tenancy in a state or local court in which the following procedural safeguards are required:
− Adequate notice to the tenant of the grounds for terminating the tenancy and for eviction − Right of the tenant to be represented by counsel
− Opportunity for the tenant to refute the evidence presented by the PHA including the right to confront and cross-examine witnesses and to present any affirmative legal or equitable defense which the tenant may have
− A decision on the merits
• Hearing Officer/Panel – an impartial person or persons selected by the PHA, other than the person who made or approved the decision under review, or a subordinate of that person. The individual or individuals do not need legal training.
• Tenant – the adult person (or persons) (other than a live-in aide) − Who resides in the unit, and who executed the lease with the PHA as lessee of the dwelling unit, or, if no such person now resides in the unit, − Who resides in the unit, and who is the remaining head of household of the tenant family residing in the dwelling unit
• Resident Organization – includes a resident management corporation Agenda Item No. 03 Page 850 of 937 HA Agenda 05-06-2024 © Copyright 2023 Nan McKay & Associates, Inc.

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14-III.C. APPLICABILITY [24 CFR 966.51]
Grievances could potentially address most aspects of a PHA’s operation. However, there are some situations for which the grievance procedure is not applicable.

The grievance procedure is applicable only to individual tenant issues relating to the PHA. It is not applicable to disputes between tenants not involving the PHA. Class grievances are not subject to the grievance procedure and the grievance procedure is not to be used as a forum for initiating or negotiating policy changes of the PHA.

If HUD has issued a due process determination, a PHA may exclude from the PHA grievance procedure any grievance concerning a termination of tenancy or eviction that involves:
• Any criminal activity that threatens the health, safety or right to peaceful enjoyment of the premises of other residents or employees of the PHA
• Any violent or drug-related criminal activity on or off such premises In states without due process determinations, PHAs must grant opportunity for grievance hearings for all lease terminations, regardless of cause, with the following exception: PHAs may use expedited grievance procedures for the excluded categories listed above. These expedited grievance procedures are described in Section 14-III.E. below.

If HUD has issued a due process determination, the PHA may evict through the state/local judicial eviction procedures. In this case, the PHA is not required to provide the opportunity for a hearing under the PHA’s grievance procedure as described above.

Port Hueneme Housing Authority Policy
The PHA will grant a grievance hearing for all lease terminations.

See Chapter 13 for related policies on the content of termination notices.

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14-III.D. INFORMAL SETTLEMENT OF GRIEVANCE [24 CFR 966.54] HUD regulations state that any grievance must be personally presented, either orally or in writing, to the PHA office or to the office of the housing development in which the complainant resides so that the grievance may be discussed informally and settled without a hearing.

Port Hueneme Housing Authority Policy
The PHA will accept requests for an informal settlement of a grievance either orally or in writing (including emailed requests), to the PHA office within 10 business days of the grievable event. Within 10 business days of receipt of the request the PHA will arrange a meeting with the tenant at a mutually agreeable time and confirm such meeting in writing to the tenant.

The informal settlement may be conducted remotely as required by the PHA, or may be conducted remotely upon consideration of the request of the tenant. See 14-III.G for description of the PHA’s definitions of remotely.

If a tenant fails to attend the scheduled meeting without prior notice, the PHA will reschedule the appointment only if the tenant can show good cause for failing to appear, or if it is needed as a reasonable accommodation for a person with disabilities.

Good cause is defined as an unavoidable conflict which seriously affects the health, safety or welfare of the family.

HUD regulations require that a summary of such discussion will be prepared within a reasonable time and one copy will be given to the tenant and one retained in the PHA’s tenant file.

The summary must specify the names of the participants, dates of meeting, the nature of the proposed disposition of the complaint and the specific reasons therefore, and will specify the procedures by which a hearing may be obtained if the complainant is not satisfied.

Port Hueneme Housing Authority Policy
The PHA will prepare a summary of the informal settlement within 5 business days; one copy to be given to the tenant and one copy to be retained in the PHA’s tenant file.

For PHAs who have the option to establish an expedited grievance procedure, and who exercise this option, the informal settlement of grievances is not applicable to those grievances for which the expedited grievance procedure applies.

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14-III.E. PROCEDURES TO OBTAIN A HEARING
Requests for Hearing and Failure to Request
Port Hueneme Housing Authority Policy
The resident must submit a written request (including emailed requests) for a grievance hearing to the PHA within 5 business days of the tenant’s receipt of the summary of the informal settlement.

If the complainant does not request a hearing, the PHA’s disposition of the grievance under the informal settlement process will become final. However, failure to request a hearing does not constitute a waiver by the complainant of the right to contest the PHA’s action in disposing of the complaint in an appropriate judicial proceeding.

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Scheduling of Hearings [24 CFR 966.56(a)]
If the complainant has complied with all requirements for requesting a hearing as described above, a hearing must be scheduled by the hearing officer/panel promptly for a time and place reasonably convenient to both the complainant and the PHA. A written notification specifying the time, place and the procedures governing the hearing must be delivered to the complainant and the appropriate PHA official.

Port Hueneme Housing Authority Policy
Within 10 business days of receiving a written request for a hearing, the hearing officer will schedule and send written notice of the hearing to both the complainant and the PHA.

The PHA may wish to permit the tenant to request to reschedule a hearing for good cause.

Port Hueneme Housing Authority Policy
The tenant may request to reschedule a hearing for good cause, or if it is needed as a reasonable accommodation for a person with disabilities. Good cause is defined as an unavoidable conflict which seriously affects the health, safety, or welfare of the family.

Requests to reschedule a hearing must be made orally or in writing prior to the hearing date. At its discretion, the PHA may request documentation of the “good cause” prior to rescheduling the hearing.

Expedited Grievance Procedure [24 CFR 966.52(a)]
The PHA may establish an expedited grievance procedure for any grievance concerning a termination of tenancy or eviction that involves:
• Any criminal activity that threatens the health, safety, or right to peaceful enjoyment of the premises by other residents or employees of the PHA, or • Any drug-related criminal activity on or near such premises In such expedited grievances, the informal settlement of grievances as discussed in 14-III.D is not applicable.

The PHA may adopt special procedures concerning expedited hearings, including provisions for expedited notice or scheduling, or provisions for expedited decision on the grievance.

Port Hueneme Housing Authority Policy
The PHA will make every effort to expedite grievance hearings for criminal and drug related criminal activity.

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14-III.F. SELECTION OF HEARING OFFICER/PANEL [24 CFR 966.53(e)] The grievance hearing must be conducted by an impartial person or persons appointed by the PHA, other than the person who made or approved the PHA action under review, or a subordinate of such person. The PHA must describe their policies for selection of a hearing officer in their lease.

Port Hueneme Housing Authority Policy
PHA grievance hearings will be conducted by a contract attorney.

PHAs must describe their policies for selection of a hearing officer in their lease forms. Changes to the public housing lease are subject to a 30-day comment period (24 CFR 966.4) 14-III.G. REMOTE HEARINGS
The PHA has the option to conduct hearings remotely. The PHAs essential responsibility is to ensure hearings meet the requirements of due process and comply with HUD regulations.

Therefore, all PHA policies and processes for remote hearings will be conducted in accordance with due process requirement and in compliance with HUD regulations.

Port Hueneme Housing Authority Policy
The PHA has the sole discretion to require that hearings be conducted remote in case of local, state, or national physical distancing orders, and in cases of inclement weather or natural disaster.

In addition, the PHA will conduct a hearing remotely upon request as a reasonable accommodation for a person with a disability, if a tenant does not have child care or transportation that would enable them to attend the hearing, or if the tenant believes an in-person hearing would create an undue health risk. The PHA will consider other reasonable requests for a remote hearing on a case-by-case basis.

Discovery of Documentation Before the Remote Hearing
Port Hueneme Housing Authority Policy
If the hearing will be conducted remotely, the PHA will compile a hearing packet, consisting of all documents the PHA intends to produce at the hearing. The PHA will mail copies of the hearing packet to the tenant, the tenant’s representatives, if any, and the hearing officer at least three days before the scheduled remote hearing. The original hearing packet will be in the possession of the PHA representative and retained by the PHA.

If the hearing is to be conducted remotely, the PHA will require the resident to provide any documents directly relevant to the hearing at least 24 hours before the scheduled hearing. The PHA will scan and email copies of these documents to the hearing officer and the PHA representative the same day they are received.

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Documents will be share electronically whenever possible.

Conducting Hearings Remotely
Port Hueneme Housing Authority Policy
In conducting any hearing remotely, the PHA shall ensure due process and that all parties are able to have full access to the hearing.

The PHA will conduct remote hearings via telephone conferencing call-in or via videoconferencing. If the hearing will be conducted via videoconferencing, the PHA will ensure that all tenants, tenant’s representatives, advocates, witnesses, PHA representatives, and the hearing officer can adequately access the platform (i.e., hear, be heard, see, and be seen). Witnesses may testify by telephone call-in.

If any tenant, tenant representative, advocate, witness, PHA representative, or the hearing officer is unable to effectively utilize the videoconferencing platform, the hearing will be conducted by telephone conferencing call-in.

Whether the hearing is to be conducted via videoconferencing or telephone call-in, the PHA will provide all parties login information and/or telephone call-in information before the hearing.

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14-III.H. PROCEDURES GOVERNING THE HEARING [24 CFR 966.56] Rights of Complainant [24 CFR 966.56(b)]
The complainant will be afforded a fair hearing. This includes:
• The opportunity to examine before the grievance hearing any PHA documents, including records and regulations that are directly relevant to the hearing. The tenant must be allowed to copy any such document at the tenant’s expense. If the PHA does not make the document available for examination upon request by the complainant, the PHA may not rely on such document at the grievance hearing.

Port Hueneme Housing Authority Policy
The tenant will be allowed to copy any documents related to the hearing at a cost of $.25 for the first page and $.10 for all pages thereafter. There will be no charge for documents emailed by the PHA. The family must request discovery of PHA documents no later than 24 hours/one business day prior to the hearing. • The right to be represented by counsel or other person chosen to represent the tenant, and to have such person make statements on the tenant’s behalf.

Port Hueneme Housing Authority Policy
Hearings may be attended by the following applicable persons:

The PHA representative(s) and any witnesses for the PHA The tenant and any witnesses for the tenant
The tenant’s counsel or other representative
Any other person approved by the PHA as a reasonable accommodation for a person with a disability
• The right to a private hearing unless the complainant requests a public hearing. • The right to present evidence and arguments in support of the tenant’s complaint, to controvert evidence relied on by the PHA or project management, and to confront and crossexamine all witnesses upon whose testimony or information the PHA or project management relies.
• A decision based solely and exclusively upon the facts presented at the hearing.

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Failure to Appear [24 CFR 966.56(c)]
If the complainant or the PHA fails to appear at a scheduled hearing, the hearing officer/panel may make a determination to postpone the hearing for no more than five business days or may make a determination that the party has waived his/her right to a hearing. Both the complainant and the PHA must be notified of the determination by the hearing officer/panel: Provided, That a determination that the complainant has waived his/her right to a hearing will not constitute a waiver of any right the complainant may have to contest the PHA’s disposition of the grievance in an appropriate judicial proceeding.

There may be times when a complainant does not appear due to unforeseen circumstances which are out of their control and are no fault of their own.

Port Hueneme Housing Authority Policy
If the tenant does not appear at the scheduled time of the hearing, the hearing officer will wait up to 30 minutes. If the tenant appears within 30 minutes of the scheduled time, the hearing will be held. If the tenant does not arrive within 30 minutes of the scheduled time, they will be considered to have failed to appear.

If the tenant fails to appear and was unable to reschedule the hearing in advance, the tenant must contact the PHA within 24 hours of the scheduled hearing date, excluding weekends and holidays. The hearing officer will reschedule the hearing only if the tenant contacts the PHA in advance and can show good cause for the failure to appear, or it is needed as a reasonable accommodation for a person with disabilities. “Good cause” is defined as an unavoidable conflict which seriously affects the health, safety, or welfare of the family.

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General Procedures [24 CFR 966.56(d), (e)]
At the hearing, the complainant must first make a showing of an entitlement to the relief sought and thereafter the PHA must sustain the burden of justifying the PHA action or failure to act against which the complaint is directed [24 CFR 966.56(d)].

The hearing is conducted informally by the hearing officer/panel. The PHA and the tenant must be given the opportunity to present oral or documentary evidence pertinent to the facts and issues raised by the complaint, and to question any witnesses.

Port Hueneme Housing Authority Policy
Any evidence to be considered by the hearing officer must be presented at the time of the hearing. There are four categories of evidence.

Oral evidence: the testimony of witnesses
Documentary evidence: a writing which is relevant to the case, for example, a letter written to the PHA. Writings include all forms of recorded communication or representation, including letters, emails, words, pictures, sounds, videotapes or symbols or combinations thereof.

Demonstrative evidence: Evidence created specifically for the hearing and presented as an illustrative aid to assist the hearing officer, such as a model, a chart or other diagram.

Real evidence: A tangible item relating directly to the case.

Hearsay Evidence is evidence of a statement that was made other than by a witness while testifying at the hearing and that is offered to prove the truth of the matter. Even though evidence, including hearsay, is generally admissible, hearsay evidence alone cannot be used as the sole basis for the hearing officer’s decision.

If the PHA fails to comply with the discovery requirements (providing the tenant with the opportunity to examine PHA documents prior to the grievance hearing), the hearing officer will refuse to admit such evidence.

Other than the failure of the PHA to comply with discovery requirements, the hearing officer has the authority to overrule any objections to evidence.

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The complainant or the PHA may arrange, in advance and at the expense of the party making the arrangement, for a transcript of the hearing. Any interested party may purchase a copy of such transcript [24 CFR 966.56(e)].

Port Hueneme Housing Authority Policy
If the complainant would like the PHA to record the proceedings by audiotape, the request must be made 24 hours/one business day prior to the hearing.

The PHA will consider that an audio tape recording of the proceedings is a transcript.

Accommodations of Persons with Disabilities [24 CFR 966.56(f)] The PHA must provide reasonable accommodation for persons with disabilities to participate in the hearing. Reasonable accommodation may include qualified sign language interpreters, readers, accessible locations, or attendants.

If the tenant is visually impaired, any notice to the tenant which is required in the grievance process must be in an accessible format.

See Chapter 2 for a thorough discussion of the PHA’s responsibilities pertaining to reasonable accommodation.

Limited English Proficiency (24 CFR 966.56(g)
The PHA must comply with HUD’s LEP Final Rule in providing language services throughout the grievance process.

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14-III.I. DECISION OF THE HEARING OFFICER/PANEL [24 CFR 966.57] The hearing officer/panel must issue a written decision, stating the reasons for the decision, within a reasonable time after the hearing. Factual determinations relating to the individual circumstances of the family must be based on a preponderance of evidence presented at the hearing. A copy of the decision must be sent to the complainant and the PHA. The PHA must retain a copy of the decision in the tenant’s folder. A log of all hearing officer decisions must also be maintained by the PHA and made available for inspection by a prospective complainant, his/her representative, or the hearing officer/panel [24 CFR 966.57(a)].

Port Hueneme Housing Authority Policy
In rendering a decision, the hearing officer will consider the following matters:

PHA Notice to the Family: The hearing officer will determine if the reasons for the PHA’s decision are factually stated in the notice.

Discovery: The hearing officer will determine if the family was given the opportunity to examine any relevant documents in accordance with Port Hueneme Housing Authority Policy.

PHA Evidence to Support the PHA Decision: The evidence consists of the facts presented. Evidence is not conclusion and it is not argument. The hearing officer will evaluate the facts to determine if they support the PHA’s conclusion.

Validity of Grounds for Termination of Tenancy (when applicable): The hearing officer will determine if the termination of tenancy is for one of the grounds specified in the HUD regulations and PHA policies. If the grounds for termination are not specified in the regulations or in compliance with PHA policies, then the decision of the PHA will be overturned.

The hearing officer will issue a written decision to the family and the PHA no later than 10 business days after the hearing. The report will contain the following information:

Hearing information:

Name of the complainant
Date, time and place of the hearing
Name of the hearing officer
Name of the PHA representative
Name of family representative (if any)
Names of witnesses (if any)
Background: A brief, impartial statement of the reason for the hearing and the date(s) on which the informal settlement was held, who held it, and a summary of the results of the informal settlement. Also includes the date the complainant requested the grievance hearing.

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Summary of the Evidence: The hearing officer will summarize the testimony of each witness and identify any documents that a witness produced in support of his/her testimony and that are admitted into evidence.

Findings of Fact: The hearing officer will include all findings of fact, based on a preponderance of the evidence. Preponderance of the evidence is defined as evidence which is of greater weight or more convincing than the evidence which is offered in opposition to it; that is, evidence which as a whole shows that the fact sought to be proved is more probable than not. Preponderance of the evidence may not be determined by the number of witnesses, but by the greater weight of all evidence.

Conclusions: The hearing officer will render a conclusion derived from the facts that were found to be true by a preponderance of the evidence. The conclusion will result in a determination of whether these facts uphold the PHA’s decision.

Order: The hearing report will include a statement of whether the PHA’s decision is upheld or overturned. If it is overturned, the hearing officer will instruct the PHA to change the decision in accordance with the hearing officer’s determination. In the case of termination of tenancy, the hearing officer will instruct the PHA to restore the family’s status.

Procedures for Further Hearing
Port Hueneme Housing Authority Policy
The hearing officer may ask the family for additional information and/or might adjourn the hearing in order to reconvene at a later date, before reaching a decision. If the family misses an appointment or deadline ordered by the hearing officer, the action of the PHA will take effect and another hearing will not be granted.

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Final Decision [24 CFR 966.57(b)]
The decision of the hearing officer/panel is binding on the PHA which must take the action, or refrain from taking the action cited in the decision unless the PHA Board of Commissioners determines within a reasonable time, and notifies the complainant that:
• The grievance does not concern PHA action or failure to act in accordance with or involving the complainant’s lease on PHA policies which adversely affect the complainant’s rights, duties, welfare, or status; or
• The decision of the hearing officer/panel is contrary to Federal, state, or local law, HUD regulations or requirements of the annual contributions contract between HUD and the PHA Port Hueneme Housing Authority Policy
When the PHA considers the decision of the hearing officer to be invalid due to the reasons stated above, it will present the matter to the PHA Board of Commissioners within 10 business days of the date of the hearing officer’s decision. The Board has 30 calendar days to consider the decision. If the Board decides to reverse the hearing officer’s decision, it must notify the complainant within 10 business days of this decision.

A decision by the hearing officer/panel, or Board of Commissioners in favor of the PHA or which denies the relief requested by the complainant in whole or in part must not constitute a waiver of any rights, nor effect in any manner whatever, any rights the complainant may have to a subsequent trial or judicial review in court [24 CFR 966.57(c)].

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Note: The sample procedure provided below is a sample only and is designed to match up with the default policies in the model ACOP. If your PHA has made policy decisions that do not reflect the default policies in the ACOP, you would need to ensure that the procedure matches those policy decisions.

I. Definitions applicable to the grievance procedure [24 CFR 966.53] A. Grievance: Any dispute a tenant may have with respect to PHA action or failure to act in accordance with the individual tenant’s lease or PHA regulations that adversely affects the individual tenant’s rights, duties, welfare, or status.

B. Complainant: Any tenant (as defined below) whose grievance is presented to the PHA or at the project management office in accordance with the requirements presented in this procedure.

C. Elements of due process: An eviction action or a termination of tenancy in a state or local court in which the following procedural safeguards are required:
i. Adequate notice to the tenant of the grounds for terminating the tenancy and for eviction
ii. Right of the tenant to be represented by counsel
iii. Opportunity for the tenant to refute the evidence presented by the PHA, including the right to confront and cross-examine witnesses and to present any affirmative legal or equitable defense that the tenant may have
iv. A decision on the merits of the case
D. Hearing officer: An impartial person or persons selected by the PHA other than the person who made or approved the decision under review, or a subordinate of that person. Such individuals do not need legal training.

E. Tenant: The adult person (or persons other than a live-in aide) who resides in the unit and who executed the lease with the PHA as lessee of the dwelling unit, or if no such person now resides in the unit, who resides in the unit and who is the remaining head of the household of the tenant family residing in the dwelling unit.

F. Resident organization: An organization of residents, which also may include a resident management corporation.

EXHIBIT 14-1: SAMPLE GRIEVANCE PROCEDURE
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II. Applicability of this grievance procedure [24 CFR 966.51] In accordance with the applicable federal regulations (24 CFR 966.50), this grievance procedure is applicable to all individual grievances (as defined in Section I above) between the tenant and the PHA with the following exception of disputes between tenants not involving the PHA or class grievances. The grievance procedure is not intended as a forum for initiating or negotiating policy changes between a group or groups of tenants and the PHA’s Board of Commissioners [24 CFR 966.51(b)].

This grievance procedure is incorporated by reference in all tenant dwelling leases and will be furnished to each tenant and all resident organizations [24 CFR 966.52 (b) and (d)].

Any changes proposed in this grievance procedure must provide for at least 30 days’ notice to tenants and resident organizations, setting forth the proposed changes and providing an opportunity to present written comments. Comments will be considered by the PHA before any revisions are made to the grievance procedure [24 CFR 966.52(c)].

III. Informal settlement of a grievance [24 CFR 966.54] Any grievance must be personally presented, either orally or in writing (including email), to the PHA’s central office or the management office of the development in which the complainant resides within 10 days after the grievable event.

Grievances related to complaints about operations matters that are received by the PHA’s central office will be referred to the person responsible for the management of the development in which the complainant resides. Grievances involving complaints related to discrimination, harassment, or disability rights will be referred to the Civil Rights Administrator or Director of Operations.

As soon as the grievance is received, it will be reviewed by the management office of the development or the Civil Rights Administrator (if applicable) to be certain that neither of the exclusions in paragraphs II.A or II.B above applies to the grievance. Should one of the exclusions apply, the complainant will be notified in writing that the matter raised is not subject to the PHA’s grievance procedure with the reason specified.

If neither of the exclusions cited above apply, the complainant will be contacted to arrange a mutually convenient time within 10 business days to meet so the grievance may be discussed informally and settled without a hearing. At the informal settlement, the complainant will present the grievance and the person in charge of the management office or the Civil Rights Administrator will attempt to settles the grievance to the satisfaction of both parties.

Within five business days following the informal discussion, the PHA will prepare and either hand deliver, mail, or email to the tenant a summary of the discussion that must specify the names of the participants, the dates of meeting, the nature of the proposed disposition of the complaint, and the specific reasons therefore, and will specify the procedures by which a formal hearing under this procedure may be obtained if the complainant is not satisfied. A copy of this summary will also be placed in the tenant’s file.

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IV. Formal grievance hearing
If the complainant is not satisfied with the settlement arrived at in the informal settlement, the complainant must submit a written request for a hearing to the management office of the development where the tenant resides no later than five business days after the summary of the informal hearing is received.

The written request must specify:
• The reasons for the grievance; and
• The action of relief sought from the PHA
Within 10 days of receiving the written request for a hearing, the hearing officer will schedule and sent written notice of hearing to both the complainant and the PHA.

V. Selecting the hearing officer
A grievance hearing will be conducted by a single impartial person appointed by the PHA as described below:

A. The hearing officer will be appointed directly by the executive director.

B. The hearing officer will be a staff member who did not make or approve the decision under review and who is not a subordinate of such persons. If the designated staff member (such as the program manager) was involved in the decision or is a subordinate of such person, an alternate hearing officer will be selected.

C. The PHA may select designated staff members who were not involved in the decision under review in certain circumstances, such as those involving discrimination claims or denials of requests for reasonable accommodations.

D. The PHA’s method for selecting a hearing officer will be inserted into the lease.

VI. Scheduling hearings [24 CFR 966.56(a)]
When a complainant submits a timely request for a grievance hearing, the PHA will immediately appoint an impartial hearing office to schedule the hearing within the following 10 business days.

Once the hearing officer has scheduled the hearing, the hearing officer will send written notice of the hearing to both the complainant and the PHA. Notice to the complainant will be in writing, either personally delivered to the complainant, or sent by mail or email, return receipt requested.

The written notice will specify the time, place, and procedures governing the hearing.

The tenant may request to reschedule a hearing on a one-time basis. Should the complainant need to reschedule a second time, he or she may do so for good cause, or if needed as a reasonable accommodation for a person with disabilities. Good cause is defined as an unavoidable conflict which seriously affects the health, safety, or welfare of the family. Requests to reschedule a hearing must be made orally or in writing prior to the hearing date.

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VII. Procedures governing the hearing [24 CFR 966.56]
The hearing will be held before a hearing officer as described above in Section V. The complainant will be afforded a fair hearing, which will include:

A. The opportunity to examine before the hearing any PHA documents, including records and regulations, that are directly relevant to the hearing.

The tenant is allowed to copy any such document at the tenant’s expense. If the PHA does not make the document available for examination upon request by the complainant, the PHA may no rely on such document at the grievance hearing.

B. The right to be represented by counsel or other person chosen as the tenant’s representative and to have such person make statements on the tenant’s behalf.

C. The right to a private hearing unless the complainant requests a public hearing.

D. The right to present evidence and arguments in support of the tenant’s complaint, to refute evidence relied on by the PHA or project management, and to confront and cross-examine all witnesses upon whose testimony or information the PHA or project management relies.

E. A decision based solely and exclusively upon the fact presented at the hearing [24 CFR 966.56(b)].

The hearing is conducted informally by the hearing officer. The PHA and the tenant must be given the opportunity to present oral or documentary evidence pertinent to the facts and issues raised by the complaint, and to question any witnesses.

The complainant or the PHA may arrange in advance for a transcript of the hearing at the expense of the party making the arrangement. Any interested party may purchase a copy of the transcript [24 CFR 966.56(e)].

The PHA must provide reasonable accommodation for persons with disabilities to participated in the hearing. Reasonable accommodation may include qualified sign language interpreters, readers, accessible locations, or attendants. If the tenant is visually impaired, any notice to the tenant that is required under this procedure must be in an accessible format [24 CFR 966.56(f)].

The PHA must comply with HUD’s requirements regarding limited English proficiency as specified in “Final Guidance to Federal Financial Assistance Recipients Regarding Title VI Prohibition against National Origin Discrimination Affecting Limited English Proficient Persons,” issued January 22, 2007, and available at:
http://portal.hud.gov/hudportal/HUD?src=/program_offices/fair_housing_equal_opp/ promotingfh/lep-faq.

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VIII. Remote Hearings
The PHA has the authority to require that hearings be conducted remotely in certain situations.

If the PHA will require the hearing to be conducted remotely, the PHA will send a separate document describing the process and procedures.

IX. Failure to appear at the hearing
If the complainant or PHA fails to appear at the hearing, the hearing officer may make a determination to postpone the hearing or make a determination that the complainant has waived his or her right to a hearing.

Both the complainant and the PHA must be notified of the determination by the hearing officer. A determination that the complainant has waived his or her right to a hearing will not constitute a waiver of any right the complainant may have to contest the PHA’s disposition of the grievance in an appropriate judicial setting [24 CFR 966.56(c)].

X. Decision of the hearing officer [24 CFR 966.57]
The hearing officer will prepare a written decision together with the reasons for the decision within 10 business days after the hearing. A copy of the decision will be sent to the complainant and the PHA.

The PHA will retain a copy of the decision in the tenant’s file.

The hearing officer may ask the family for additional information and/or might adjourn the hearing in order to reconvene at a later date before reaching a decision. If the family misses a deadline ordered by the hearing officer, the hearing officer will make a decision based on the evidence presented.

The decision of the hearing officer will be binding on the PHA unless the PHA’s Board of Commissioners determines within a reasonable time and notifies the complainant of its determination that:

A. The grievance does not concern PHA action or failure to act in accordance with or involving the complainant’s lease or PHA regulations, which adversely affect the complainant’s rights, duties, welfare, or status; or
B. The decision of the hearing officer is contrary to applicable federal, state, or local law, HUD regulations, or requirements of the annual contributions contract (ACC) between HUD and the PHA.

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When the PHA considers the decision of the hearing officer to be invalid due to either of the reasons stated above, it will present the matter to the PHA Board of Commissioners within 10 business days of the date of the hearing officer’s decision. The Board has 30 calendar days to consider the decision. If the Board decides to reverse the hearing officer’s decision, it must notify the complainant within 10 business days of this decision.

A decision by the hearing officer or Board of Commissioners in favor of the PHA or which denies the relief requested by the complainant in whole or in part will not constitute a waiver of nor affect in any way the rights of the complainant to a trial or judicial review in any court proceedings, which may be brought in the matter later [24 CFR 966.57].

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INTRODUCTION
Chapter 15

PROGRAM INTEGRITY
The PHA is committed to ensuring that funds made available to the PHA are spent in accordance with HUD requirements.

This chapter covers HUD and PHA policies designed to prevent, detect, investigate and resolve instances of program abuse or fraud. It also describes the actions that will be taken in the case of unintentional errors and omissions.

Part I: Preventing, Detecting, and Investigating Errors and Program Abuse. This part presents PHA policies related to preventing, detecting, and investigating errors and program abuse.

Part II: Corrective Measures and Penalties. This part describes the corrective measures the PHA must and may take when errors or program abuses are found.

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PART I: PREVENTING, DETECTING, AND

INVESTIGATING ERRORS AND PROGRAM ABUSE
15-I.A. PREVENTING ERRORS AND PROGRAM ABUSE
HUD created the Enterprise Income Verification (EIV) system to provide PHAs with a powerful tool for preventing errors and program abuse. PHAs are required to use the EIV system in its entirety in accordance with HUD administrative guidance [24 CFR 5.233]. PHAs are further required to:
• Provide applicants and residents with form HUD-52675, “Debts Owed to PHAs and Terminations”
• Require all adult members of an applicant or participant family to acknowledge receipt of form HUD-52675 by signing a copy of the form for retention in the family file Port Hueneme Housing Authority Policy
The PHA anticipates that the vast majority of families and PHA employees intend to and will comply with program requirements and make reasonable efforts to avoid errors.

To ensure that the PHA’s program is administered effectively and according to the highest ethical and legal standards, the PHA will employ a variety of techniques to ensure that both errors and intentional program abuse are rare.

The PHA will provide each applicant and resident with a copy of “Is Fraud Worth It?” (form HUD-1141-OIG), which explains the types of actions a family must avoid and the penalties for program abuse.

The PHA will provide each applicant and resident with a copy of “What You Should Know about EIV,” a guide to the Enterprise Income Verification (EIV) system published by HUD as an attachment to Notice PIH 2017-12. In addition, the PHA will require the head of each household to acknowledge receipt of the guide by signing a copy for retention in the family file.

The PHA will require mandatory orientation sessions for all prospective residents either prior to or upon execution of the lease. The PHA will discuss program compliance and integrity issues. At the conclusion of all program orientation sessions, the family representative will be required to sign a program briefing certificate to confirm that all rules and pertinent regulations were explained to them.

The PHA will routinely provide resident counseling as part of every reexamination interview in order to clarify any confusion pertaining to program rules and requirements.

PHA staff will be required to review and explain the contents of all HUD- and PHA-required forms prior to requesting family member signatures.

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The PHA will place a warning statement about the penalties for fraud (as described in 18 U.S.C. 1001 and 1010) on key PHA forms and form letters that request information from a family member.

The PHA will provide each PHA employee with the necessary training on program rules and the organization’s standards of conduct and ethics.

At every regular reexamination the PHA staff will explain any changes in HUD regulations or Port Hueneme Housing Authority Policy that affect residents.

For purposes of this chapter the term error refers to an unintentional error or omission.

Program abuse or fraud refers to a single act or pattern of actions that constitute a false statement, omission, or concealment of a substantial fact, made with the intent to deceive or mislead.
15-I.B. DETECTING ERRORS AND PROGRAM ABUSE
In addition to taking steps to prevent errors and program abuse, the PHA will use a variety of activities to detect errors and program abuse.

Quality Control and Analysis of Data
Port Hueneme Housing Authority Policy
The PHA will employ a variety of methods to detect errors and program abuse, including:

The PHA routinely will use EIV and other non-HUD sources of up-front income verification. This includes the Work Number and any other private or public databases available to the PHA.

At each annual reexamination, current information provided by the family will be compared to information provided at the last annual reexamination to identify inconsistencies and incomplete information.

The PHA will compare family-reported income and expenditures to detect possible unreported income.

Independent Audits and HUD Monitoring
Notice PIH 2015-16 requires all PHAs that expend $750,000 or more in federal awards annually to have an independent audit (IPA). In addition, HUD conducts periodic on-site and automated monitoring of PHA activities and notifies the PHA of errors and potential cases of program abuse.

Port Hueneme Housing Authority Policy
The PHA will use the results reported in any IPA or HUD monitoring reports to identify potential program abuses as well as to assess the effectiveness of the PHA’s error detection and abuse prevention efforts.

Individual Reporting of Possible Errors and Program Abuse Port Hueneme Housing Authority Policy
The PHA will encourage staff, residents, and the public to report possible program abuse.

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15-I.C. INVESTIGATING ERRORS AND PROGRAM ABUSE
When the PHA Will Investigate
Port Hueneme Housing Authority Policy
The PHA will review all referrals, specific allegations, complaints, and tips from any source including other agencies, companies, and individuals, to determine if they warrant investigation. In order for the PHA to investigate, the allegation must contain at least one independently-verifiable item of information, such as the name of an employer or the name of an unauthorized household member.

The PHA will investigate when inconsistent or contradictory information is detected through file reviews and the verification process.

Consent to Release of Information [24 CFR 960.259]
The PHA may investigate possible instances of error or abuse using all available PHA and public records. If necessary, the PHA will require families to sign consent forms for the release of additional information.

Analysis and Findings
Port Hueneme Housing Authority Policy
The PHA will base its evaluation on a preponderance of the evidence collected during its investigation.

Preponderance of the evidence is defined as evidence which is of greater weight or more convincing than the evidence which is offered in opposition to it; that is, evidence that as a whole shows that the fact sought to be proved is more probable than not. Preponderance of evidence may not be determined by the number of witnesses, but by the greater weight of all evidence.

For each investigation the PHA will determine (1) whether an error or program abuse has occurred, (2) whether any amount of money is owed the PHA, and (3) what corrective measures or penalties will be assessed.

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Consideration of Remedies
All errors and instances of program abuse must be corrected prospectively. Whether the PHA will enforce other corrective actions and penalties depends upon the nature of the error or program abuse.

Port Hueneme Housing Authority Policy
In the case of family-caused errors or program abuse, the PHA will take into consideration (1) the seriousness of the offense and the extent of participation or culpability of individual family members, (2) any special circumstances surrounding the case, (3) any mitigating circumstances related to the disability of a family member, (4) the effects of a particular remedy on family members who were not involved in the offense.

Notice and Appeals
Port Hueneme Housing Authority Policy
The PHA will inform the relevant party in writing of its findings and remedies within 10 business days of the conclusion of the investigation. The notice will include (1) a description of the error or program abuse, (2) the basis on which the PHA determined the error or program abuses, (3) the remedies to be employed, and (4) the family’s right to appeal the results through an informal hearing or grievance hearing (see Chapter 14).

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PART II: CORRECTIVE MEASURES AND PENALTIES
15-II.A. UNDER- OR OVERPAYMENT
An under- or overpayment includes an incorrect tenant rent payment by the family, or an incorrect utility reimbursement to a family.

Corrections
Whether the incorrect rental determination is an overpayment or underpayment, the PHA must promptly correct the tenant rent and any utility reimbursement prospectively.

Port Hueneme Housing Authority Policy
Increases in the tenant rent will be implemented on the first of the month following a written 30-day notice.

Any decreases in tenant rent will become effective the first of the month following the discovery of the error.

Reimbursement
Whether the family is required to reimburse the PHA or the PHA is required to reimburse the family depends upon which party is responsible for the incorrect payment and whether the action taken was an error or program abuse. Policies regarding reimbursement are discussed in the three sections that follow.

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15-II.B. FAMILY-CAUSED ERRORS AND PROGRAM ABUSE
General administrative requirements for participating in the program are discussed throughout the ACOP. This section deals specifically with errors and program abuse by family members.

An incorrect rent determination caused by a family generally would be the result of incorrect reporting of family composition, income, assets, or expenses, but also would include instances in which the family knowingly allows the PHA to use incorrect information provided by a third party.

Family Reimbursement to PHA
Port Hueneme Housing Authority Policy
In the case of family-caused errors or program abuse, the family will be required to repay any amounts of rent underpaid. The PHA may, but is not required to, offer the family a repayment agreement in accordance with Chapter 16. If the family fails to repay the amount owed, the PHA will terminate the family’s lease in accordance with the policies in Chapter 13.

PHA Reimbursement to Family
Port Hueneme Housing Authority Policy
The PHA will not reimburse the family for any overpayment of rent when the overpayment clearly is caused by the family.

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Prohibited Actions
An applicant or resident in the public housing program must not knowingly:
• Make a false statement to the PHA [Title 18 U.S.C. Section 1001]. • Provide incomplete or false information to the PHA [24 CFR 960.259(a)(4)]. • Commit fraud, or make false statements in connection with an application for assistance or with reexamination of income [24 CFR 966.4(l)(2)(iii)(C)].

Port Hueneme Housing Authority Policy
Any of the following will be considered evidence of family program abuse:

Offering bribes or illegal gratuities to the PHA Board of Commissioners, employees, contractors, or other PHA representatives
Offering payments or other incentives to a third party as an inducement for the third party to make false or misleading statements to the PHA on the family’s behalf
Use of a false name or the use of falsified, forged, or altered documents Intentional misreporting of family information or circumstances (e.g., misreporting of income or family composition)
Omitted facts that were obviously known by a family member (e.g., not reporting employment income)
Admission of program abuse by an adult family member
The PHA may determine other actions to be program abuse based upon a preponderance of the evidence, as defined earlier in this chapter.

Penalties for Program Abuse
In the case of program abuse caused by a family the PHA may, at its discretion, impose any of the following remedies.
• The PHA may require the family to repay any amounts owed to the program (see 15-II.B., Family Reimbursement to PHA).
• The PHA may require, as a condition of receiving or continuing assistance, that a culpable family member not reside in the unit. See policies in Chapter 3 (for applicants) and Chapter 13 (for residents).
• The PHA may deny admission or terminate the family’s lease following the policies set forth in Chapter 3 and Chapter 13 respectively.
• The PHA may refer the family for state or federal criminal prosecution as described in section 15-II.D.

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15-II.C. PHA-CAUSED ERRORS OR PROGRAM ABUSE
The responsibilities and expectations of PHA staff with respect to normal program administration are discussed throughout the ACOP. This section specifically addresses actions of a PHA staff member that are considered errors or program abuse related to the public housing program. Additional standards of conduct may be provided in the PHA personnel policy.

PHA-caused incorrect rental determinations include (1) failing to correctly apply public housing rules regarding family composition, income, assets, and expenses, and (2) errors in calculation.

Repayment to the PHA
The family is not required to repay an underpayment of rent if the error or program abuse is caused by PHA staff.

PHA Reimbursement to Family
Port Hueneme Housing Authority Policy
The PHA will reimburse a family for any family overpayment of rent, regardless of whether the overpayment was the result of staff-caused error or staff program abuse.

Prohibited Activities
Port Hueneme Housing Authority Policy
Any of the following will be considered evidence of program abuse by PHA staff:

Failing to comply with any public housing program requirements for personal gain
Failing to comply with any public housing program requirements as a result of a conflict of interest relationship with any applicant or resident Seeking or accepting anything of material value from applicants, residents, vendors, contractors, or other persons who provide services or materials to the PHA
Disclosing confidential or proprietary information to outside parties Gaining profit as a result of insider knowledge of PHA activities, policies, or practices
Misappropriating or misusing public housing funds
Destroying, concealing, removing, or inappropriately using any records related to the public housing program
Committing any other corrupt or criminal act in connection with any federal housing program
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15-II.D. CRIMINAL PROSECUTION
Port Hueneme Housing Authority Policy
When the PHA determines that program abuse by a family or PHA staff member has occurred and the amount of underpaid rent meets or exceeds the threshold for prosecution under local or state law, the PHA will refer the matter to the appropriate entity for prosecution. When the amount of underpaid rent meets or exceeds the federal threshold, the case will also be referred to the HUD Office of Inspector General (OIG).

Other criminal violations related to the public housing program will be referred to the appropriate local, state, or federal entity.

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15-II.E. FRAUD AND PROGRAM ABUSE RECOVERIES
PHAs who enter into a repayment agreement with a family to collect rent owed, initiate litigation against the family to recover rent owed, or begin eviction proceedings against a family may retain 100 percent of program funds that the PHA recovers [Notice PIH 2007-27 (HA)].

If the PHA does none of the above, all amounts that constitute an underpayment of rent must be returned to HUD.

The family must be afforded the opportunity for a hearing through the PHA’s grievance process.

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INTRODUCTION
Chapter 16

PROGRAM ADMINISTRATION
This chapter discusses administrative policies and practices that are relevant to the activities covered in this ACOP. The policies are discussed in seven parts as described below:

Part I: Setting Utility Allowances. This part describes how utility allowances are established and revised. Also discussed are the requirements to establish surcharges for excess consumption of PHA-furnished utilities.

Part II: Establishing Flat Rents . This part describes the requirements and policies related to establishing and updating flat rent amounts.

Part III: Repayment of Family Debts. This part contains policies for recovery of monies that have been underpaid by families, and describes the circumstances under which the PHA will offer repayment agreements to families. Also discussed are the consequences for failure to make payments in accordance with a repayment agreement.

Part IV: Public Housing Assessment System (PHAS). This part describes the PHAS indicators, how PHAs are scored under PHAS, and how those scores affect a PHA.

Part V: Record Keeping. All aspects of the program involve certain types of recordkeeping. This part outlines the privacy rights of applicants and participants and record retention policies the PHA will follow.

Part VI: Reporting and Record Keeping for Children with Elevated Blood Lead Level.

This part describes the PHA’s reporting responsibilities related to children with elevated blood lead levels that are living in public housing.

Part VII: Violence against Women Act (VAWA): Notification, Documentation, and Confidentiality. This part contains key terms used in VAWA and describes requirements related to notifying families about their rights and responsibilities under VAWA; requesting documentation from victims of domestic violence, dating violence, sexual assault, and stalking; and maintaining the confidentiality of information obtained from victims.

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PART I: SETTING UTILITY ALLOWANCES [24 CFR 965 Subpart E] 16-I.A. OVERVIEW
PHAs must establish allowances for PHA-furnished utilities for all check metered utilities and for resident-purchased utilities for all utilities purchased directly by residents from a utility supplier [24 CFR 965.502(a)].

PHAs must also establish surcharges for excess consumption of PHA-furnished utilities [24 CFR 965.506].

The PHA must maintain a record that documents the basis on which utility allowances and scheduled surcharges are established and revised, and the record must be made available for inspection by residents [24 CFR 965.502(b)].
16-I.B UTILITY ALLOWANCES
The PHA must establish separate allowances for each utility and for each category of dwelling units the PHA determines to be reasonably comparable as to factors affecting utility usage [24 CFR 965.503].

The objective of a PHA in establishing utility allowances for each dwelling unit category and unit size is to approximate a reasonable consumption of utilities by an energy-conservative household of modest circumstances consistent with the requirements of a safe, sanitary, and healthful living environment [24 CFR 965.505].

Utilities include gas, electricity, fuel for heating, water, sewerage, and solid waste disposal for a dwelling unit. In addition, if the PHA does not furnish a range and refrigerator, the family must be granted a utility allowance for the range and refrigerator they provide [24 CFR 965.505].

Costs for telephone, cable/satellite TV, and internet services are not considered utilities [PH Occ GB, p. 138].

Utility allowance amounts will vary by the rates in effect, size and type of unit, climatic location and sitting of the unit, type of construction, energy efficiency of the dwelling unit, and other factors related to the physical condition of the unit. Utility allowance amounts will also vary by residential demographic characteristics affecting home energy usage [PH Occ GB, p. 138].

Chapter 14 of the PH Occupancy Guidebook provides detailed guidance to the PHA about establishing utility allowances.

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Air-Conditioning
“If a PHA installs air conditioning, it shall provide, to the maximum extent economically feasible, systems that give residents the option of choosing to use air conditioning in their units.

The design of systems that offer each resident the option to choose air conditioning shall include retail meters or check meters, and residents shall pay for the energy used in its operation. For systems that offer residents the option to choose air conditioning but cannot be check metered, residents are to be surcharged in accordance with 965.506. If an air conditioning system does not provide for resident option, residents are not to be charged, and these systems should be avoided whenever possible.” [24 CFR 965.505(e)]
PHA Policy
The PHA has not installed air-conditioning.

Utility Allowance Revisions [24 CFR 965.507]
The PHA must review at least annually the basis on which utility allowances have been established and must revise the allowances if necessary in order to adhere to the standards for establishing utility allowances that are contained in 24 CFR 965.505.

The PHA may revise its allowances for resident-purchased utilities between annual reviews if there is a rate change, and is required to do so if such change, by itself or together with prior rate changes not adjusted for, results in a change of 10 percent or more from the rate on which the allowance was based.

Adjustments to resident payments as a result of such changes must be retroactive to the first day of the month following the month in which the last rate change taken into account became effective.

PHA Policy
Between annual reviews of utility allowances, the PHA will only revise its utility allowances due to a rate change, when required to by the regulation.

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16-I.C. SURCHARGES FOR PHA-FURNISHED UTILITIES [24 CFR 965.506] For dwelling units subject to allowances for PHA-furnished utilities where check meters have been installed, the PHA must establish surcharges for utility consumption in excess of the allowances. Surcharges may be computed on a straight per unit of purchase basis or for stated blocks of excess consumption, and must be based on the PHA’s average utility rate. The basis for calculating the surcharges must be described in the PHA’s schedule of allowances. Changes in the amount of surcharges based directly on changes in the PHA’s average utility rate are not subject to the advance notice requirements discussed under 16-I.D.

For dwelling units served by PHA-furnished utilities where check meters have not been installed, the PHA must establish schedules of surcharges indicating additional dollar amounts residents will be required to pay by reason of estimated utility consumption attributable to resident-owned major appliances or to optional functions of PHA-furnished equipment. The surcharge schedule must state the resident-owned equipment (or functions of PHA-furnished equipment) for which surcharges will be made and the amounts of such charges. Surcharges must be based on the cost to the PHA of the utility consumption estimated to be attributable to reasonable usage of such equipment.

PHA Policy
The PHA does not have check meters installed and does not charge a surcharge for PHA-furnished utilities.
16-I.D. NOTICE REQUIREMENTS [965.502]
The PHA must give notice to all residents of proposed allowances and scheduled surcharges, and revisions thereof. The notice must be given in the manner provided in the lease and must:
• Be provided at least 60 days before the proposed effective date of the allowances, scheduled surcharges, or revisions.
• Describe the basis for determination of the allowances, scheduled surcharges, or revisions, including a statement of the specific items of equipment and function whose utility consumption requirements were included in determining the amounts of the allowances and schedule of surcharges.
• Notify residents of the place where the PHA’s documentation on which allowances and surcharges are based is available for inspection.
• Provide all residents an opportunity to submit written comments during a period expiring not less than 30 days before the proposed effective date of the allowances, scheduled surcharges, or revisions.

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16-I.E. REASONABLE ACCOMMODATION [24 CFR 965.508]
On request from a family that includes a disabled or elderly person, the PHA must approve a utility allowance that is higher than the applicable amount for the dwelling unit if a higher utility allowance is needed as a reasonable accommodation to make the program accessible to and usable by the family [PH Occ GB, p. 172].

Likewise, residents with disabilities may not be charged for the use of certain resident-supplied appliances if there is a verified need for special equipment because of the disability [PH Occ GB, p. 172].

See Chapter 2 for policies regarding the request and approval of reasonable accommodations.

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PART II: ESTABLISHING FLAT RENTS
16-II.A. OVERVIEW
Flat rents are designed to encourage self-sufficiency and to avoid creating disincentives for continued residency by families who are attempting to become economically self-sufficient.

Flat rents are also used to prorate assistance for a mixed family. A mixed family is one whose members include those with citizenship or eligible immigration status, and those without citizenship or eligible immigrations status [24 CFR 5.504].

This part discusses how the PHA establishes and updates flat rents. Policies related to the use of flat rents, family choice of rent, flat rent hardships, and proration of rent for a mixed family are discussed in Chapter 6.
16-II.B. FLAT RENTS [24 CFR 960.253(b) and Notice PIH 2017-23] Establishing Flat Rents
The 2015 Appropriations Act requires that flat rents must be set at no less than 80 percent of the applicable fair market rent (FMR). Alternatively, the PHA may set flat rents at no less than 80 percent of the applicable small area FMR(SAFMR) for metropolitan areas, or 100 percent of the applicable unadjusted rents for nonmetropolitan areas.

For areas where HUD has not determined a SAFMR or an unadjusted rent, PHAs must set flat rents at no less than 80 percent of the FMR or apply for an exception flat rent.

The 2015 Appropriations Act permits PHAs to request an exception flat rent that is lower than either 80 percent of the FMR or SAFMR or 100 percent of the unadjusted rent if the PHA can demonstrate that these FMRs do not reflect the market value of a particular property or unit.

In order to demonstrate the need for an exception flat rent, PHAs are required to submit a market analysis methodology that demonstrates the value of the unit. The PHA must use HUD's rent reasonableness methodology to determine flat rents. In determining flat rents, PHAs must consider the following:
• Location
• Quality
• Unit size
• Unit type
• Age of the unit
• Amenities at the property and in immediate neighborhood • Housing services provided
• Maintenance provided by the PHA
• Utilities provided by the PHA and/or landlord for (comparable units in the market study) The PHA must provide a corresponding key explaining the calculations used for determining the valuation for each factor.

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PHAs must receive written HUD approval before implementing exception flat rents. PHAs with a previously approved flat rent exception request may submit a written request to extend the approved flat rents for up to two additional years, provided local market conditions remain unchanged.

Detailed information on how to request exception flat rents can be found in Notice PIH 2017-23.

PHAs are now required to apply a utility allowance to flat rents as necessary. Flat rents set at 80 percent of the FMR must be reduced by the amount of the unit's utility allowance, if any.

Review of Flat Rents
No later than 90 days after the effective date of the new annual FMRs/SAFMRs/unadjusted rent, PHAs must implement new flat rents as necessary based changes to the FMR/SAFMR/unadjusted rent or request an exception.

If the FMR falls from year to year, the PHA may, but is not required to, lower the flat rent to 80 percent of the current FMR/SAFMR/unadjusted rent.

PHA Policy
If the FMR is lower than the previous year, the PHA will reduce flat rents to 80 percent of the current FMR.

Posting of Flat Rents
PHA Policy
The PHA will publicly post the schedule of flat rents in a conspicuous manner in the applicable PHA or project office.

Documentation of Flat Rents [24 CFR 960.253(b)(5)]
The PHA must maintain records that document the method used to determine flat rents, and that show how flat rents were determined by the PHA in accordance with this method.

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PART III: FAMILY DEBTS TO THE PHA
16-III.A. OVERVIEW
This part describes the PHA’s policies for recovery of monies owed to the PHA by families.

PHA Policy
When an action or inaction of a resident family results in the underpayment of rent or other amounts, the PHA holds the family liable to return any underpayments to the PHA.

The PHA will enter into repayment agreements in accordance with the policies contained in this part as a means to recover overpayments.

When a family refuses to repay monies owed to the PHA, the PHA will utilize other available collection alternatives including, but not limited to, the following:

EIV Debts Owed module
Collection agencies
Small claims court
Civil law suit
16-III.B. REPAYMENT POLICY
Family Debts to the PHA
PHA Policy
Any amount owed to the PHA by a public housing family must be repaid. If the family is unable to repay the debt within 30 days, the PHA will offer to enter into a repayment agreement in accordance with the policies below.

If the family refuses to repay the debt, does not enter into a repayment agreement, or breaches a repayment agreement, the PHA will terminate the family’s tenancy in accordance with the policies in Chapter 13. The PHA will also pursue other modes of collection.

General Repayment Agreement Guidelines
Down Payment Requirement
PHA Policy
The PHA will not require a down payment before executing a repayment agreement with a family.

Payment Thresholds
Notice PIH 2017-12 recommends that the total amount that a family must pay each month—the family’s monthly share of rent plus the monthly debt repayment amount—should not exceed 40 percent of the family’s monthly adjusted income, which is considered “affordable.” Moreover, Notice PIH 2017-12 acknowledges that PHAs have the discretion to establish “thresholds and policies” for repayment agreements with families [24 CFR 982.552(c)(1)(vii)].

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PHA Policy
The PHA has established the following thresholds for repayment of debts:

Amounts between $2,000 and the Federal or State threshold for criminal prosecution must be repaid within 36 months.

Amounts between $1,000 and $1,999 must be repaid within 24 months.

Amounts under $1,000 must be repaid within 12 months.

If a family can provide evidence satisfactory to the PHA that the threshold applicable to the family’s debt would impose an undue hardship, the PHA may, in its sole discretion, determine that a lower monthly payment amount is reasonable. The repayment amount may not be less than $25 per month. In making its determination, the PHA will consider all relevant information, including the following:

The amount owed by the family to the PHA
The reason for the debt, including whether the debt was the result of family action/inaction or circumstances beyond the family’s control The family’s current and potential income and expenses
The family’s current tenant rent, as calculated under 24 CFR 960.253(c) The family’s history of meeting its financial responsibilities Agenda Item No. 03 Page 891 of 937 HA Agenda 05-06-2024 © Copyright 2023 Nan McKay & Associates, Inc.

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Execution of the Agreement
PHA Policy
Any repayment agreement between the PHA and a family must be signed and dated by the PHA and by the head of household and spouse/cohead (if applicable).

Due Dates
PHA Policy
All payments are due by the close of business on the 15th day of the month. If the 15th does not fall on a business day, the due date is the close of business on the first business day after the 15th.

Late or Missed Payments
PHA Policy
If a payment is not received by the end of the business day on the date due, and prior approval for the missed payment has not been given by the PHA, the PHA will send the family a delinquency notice giving the family 10 business days to make the late payment.

If the payment is not received by the due date of the delinquency notice, it will be considered a breach of the agreement and the PHA will terminate tenancy in accordance with the policies in Chapter 13.

If a family receives three delinquency notices for unexcused late payments in a 12-month period, the repayment agreement will be considered in default, and the PHA will terminate tenancy in accordance with the policies in Chapter 13.

No Offer of Repayment Agreement
PHA Policy
The PHA generally will not enter into a repayment agreement with a family if there is already a repayment agreement in place with the family, or if the amount owed by the family exceeds the federal or state threshold for criminal prosecution.

Repayment Agreements Involving Improper Payments
Notice PIH 2017-12 requires certain provisions to be included in any repayment agreement involving amounts owed by a family because it underreported or failed to report income:
• A reference to the items in the public housing lease that state the family’s obligation to provide true and complete information at every reexamination and the grounds on which the PHA may terminate assistance because of a family’s action or failure to act • A statement clarifying that each month the family not only must pay to the PHA the monthly payment amount specified in the agreement but must also pay to the PHA the monthly tenant rent
• A statement that the terms of the repayment agreement may be renegotiated if the family’s income decreases or increases
• A statement that late or missed payments constitute default of the repayment agreement and may result in termination of tenancy
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Indicator 2: Financial condition of the PHA’s projects
Maximum Score: 25
• The objective of this indicator is to measure the financial condition of the PHA’s public housing projects for the purpose of evaluating whether the PHA has sufficient financial resources and is capable of managing those financial resources effectively to support the provision of housing that is decent, safe, sanitary, and in good repair. • A PHA’s financial condition is determined by measuring each public housing project’s performance in each of the following subindicators: quick ratio, months expendable net assets ratio, and debt service coverage ratio.

Indicator 1: Physical condition of the PHA’s projects
Maximum Score: 40
• The objective of this indicator is to determine the level to which a PHA is maintaining its public housing in accordance with the standard of decent, safe, sanitary, and in good repair.
• To determine the physical condition of a PHA’s projects, inspections are performed of the following five major areas of each public housing project: site, building exterior, building systems, dwelling units, and common areas. The inspections are performed by an independent inspector arranged by HUD, and include a statistically valid sample of the units in each project in the PHA’s public housing portfolio.

PART IV: PUBLIC HOUSING ASSESSMENT SYSTEM (PHAS)
16-IV.A. OVERVIEW
The purpose of the Public Housing Assessment System (PHAS) is to improve the delivery of services in public housing and enhance trust in the public housing system among PHAs, public housing residents, HUD and the general public by providing a management tool for effectively and fairly measuring the performance of a public housing agency in essential housing operations. 16-IV.B. PHAS INDICATORS [24 CFR 902 Subparts A, B, C, D, and E] The table below lists each of the PHAS indicators, the points possible under each indicator, and a brief description of each indicator. A PHA’s performance is based on a combination of all four indicators.

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Indicator 4: Capital Fund
Maximum Score: 10
• The objective of this indicator is to measure how long it takes the PHA to obligate capital funds and to occupy units.
• The PHA’s score for this indicator is measured at the PHA level and is based on the following subindicators: timeliness of fund obligation and occupancy rate.

Indicator 3: Management operations of the PHA’s projects Maximum Score: 25
• The objective of this indicator is to measure certain key management operations and responsibilities of a PHA’s projects for the purpose of assessing the PHA’s management operations capabilities.
• Each project’s management operations are assessed based on the following subindicators: occupancy, tenant accounts receivable, and accounts payable. • An on-site management review may be conducted as a diagnostic and feedback tool for problem performance areas, and for compliance. Management reviews are not scored.

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16-IV.C. PHAS SCORING [24 CFR 902 Subpart F]
HUD’s Real Estate Assessment Center (REAC) issues overall PHAS scores, which are based on the scores of the four PHAS indicators, and the subindicators under each indicator. The PHA’s indicator scores are based on a weighted average of the PHA’s public housing projects’ scores.

PHAS scores translate into a designation for each PHA as high performing, standard, substandard, or troubled.

A high performer is a PHA that achieves an overall PHAS score of 90 or greater, and achieves a score of at least 60 percent of the points available under the physical, financial, and management indicators and at least 50 percent of the points available under the capital fund indicator.

A standard performer is a PHA that has an overall PHAS score between 60 and 89, and achieves a score of at least 60 percent of the points available under the physical, financial, and management indicators and at least 50 percent of the points available under the capital fund indicator.

A substandard performer is a PHA that has an overall PHAS score of at least 60 percent and achieves a score of less than 60 percent under one or more of the physical, financial, or management indicators.

A troubled performer is a PHA that achieves an overall PHAS score of less than 60, or achieves less than 50 percent of the total points available under the capital fund indicator.

These designations can affect a PHA in several ways:
• High-performing PHAs are eligible for incentives including relief from specific HUD requirements and bonus points in funding competitions [24 CFR 902.71]. • PHAs that are standard performers may be required to submit and operate under a corrective action plan to eliminate deficiencies in the PHA’s performance [24 CFR 902.73(a)(1)]. • PHAs that are substandard performers will be required to submit and operate under a corrective action plan to eliminate deficiencies in the PHA’s performance [24 CFR 902.73(a)(2)].
• PHAs with an overall rating of “troubled” are subject to additional HUD oversight, and are required to enter into a memorandum of agreement (MOA) with HUD to improve PHA performance [24 CFR 902.75].
• PHAs that fail to execute or meet MOA requirements may be referred to the Assistant Secretary to determine remedial actions, including, but not limited to, remedies available for substantial default [24 CFR 902.75(g) and 24 CFR Part 907].

PHAs must post a notice of its final PHAS score and status in appropriate conspicuous and accessible locations in its offices within two weeks of receipt of its final score and designation [24 CFR 902.64(b)(2)].

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PART V: RECORD KEEPING
16-V.A. OVERVIEW
The PHA must maintain complete and accurate accounts and other records for the program in accordance with HUD requirements, in a manner that permits a speedy and effective audit. All such records must be made available to HUD or the Comptroller General of the United States upon request.

In addition, the PHA must ensure that all applicant and participant files are maintained in a way that protects an individual’s privacy rights, and that comply with VAWA 2013 confidentiality requirements.
16-V.B. RECORD RETENTION
The PHA must keep the last three years of the Form HUD-50058 and supporting documentation during the term of each assisted lease, and for a period of at least three years from the end of participation (EOP) date [24 CFR 908.101].

Notice PIH 2014-20 requires the PHA to keep records of all complaints, investigations, notices, and corrective actions related to violations of the Fair Housing Act or the equal access final rule.

The PHA must keep confidential records of all emergency transfer requested under the PHA’s Emergency Transfer Plan, and the outcomes of such requests, and retain the records for a period of three years, or for a period of time as specific in program regulations [24 CFR 5.2002(e)(12)].

PHA Policy
For closed and active files, the PHA will keep the last three years of tenant information, including the Form HUD-50058 and supporting documentation. The PHA will retain the application and original lease-up information in the file during the term of tenancy and for three years thereafter.

In addition, the PHA will keep the following records for at least three years:

An application from each ineligible family and notice that the applicant is not eligible
Lead-based paint records as required by 24 CFR 35, Subpart B Documentation supporting the establishment of flat rents Documentation supporting the establishment of utility allowances and surcharges Documentation related to PHAS
Accounts and other records supporting PHA budget and financial statements for the program
Complaints, investigations, notices, and corrective actions related to violations of the Fair Housing Act or the equal access final rule
The PHA shall retain all documents related to all financial management and activities funded under the Operating Fund for a period of five fiscal years after the fiscal year in which the funds were received.

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Confidential records of all emergency transfers related to VAWA requested under the PHA’s Emergency Transfer Plan and the outcomes of such requests Other records as determined by the PHA or as required by HUD If a hearing to establish a family’s citizenship status is held, longer retention requirements apply for some types of documents. For specific requirements, see Section 14-II.A. 16-V.C. RECORDS MANAGEMENT
PHAs must maintain applicant and participant files and information in accordance with the regulatory requirements described below.

PHA Policy
All applicant and participant information will be kept in a secure location and access will be limited to authorized PHA staff.

PHA staff will not discuss personal family information unless there is a business reason to do so. Inappropriate discussion of family information or improper disclosure of family information by staff will result in disciplinary action.

Privacy Act Requirements [24 CFR 5.212 and Form-9886]
The collection, maintenance, use, and dissemination of social security numbers (SSN), employer identification numbers (EIN), any information derived from these numbers, and income information of applicants and participants must be conducted, to the extent applicable, in compliance with the Privacy Act of 1974, and all other provisions of Federal, State, and local law.

Applicants and participants, including all adults in the household, are required to sign a consent form, HUD-9886, Authorization for Release of Information. This form incorporates the Federal Privacy Act Statement and describes how the information collected using the form may be used, and under what conditions HUD or the PHA may release the information collected.

Upfront Income Verification (UIV) Records
PHAs that access UIV data through HUD’s Enterprise Income Verification (EIV) system are required to adopt and follow specific security procedures to ensure that all EIV data is protected in accordance with federal laws, regardless of the media on which the data is recorded (e.g. electronic, paper). These requirements are contained in the HUD-issued document, Enterprise Income Verification (EIV) System, Security Procedures for Upfront Income Verification (UIV) Data.

PHA Policy
Prior to utilizing HUD’s EIV system, the PHA will adopt and implement EIV security procedures required by HUD.

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Criminal Records
The PHA may only disclose the criminal conviction records which the PHA receives from a law enforcement agency to officers or employees of the PHA, or to authorized representatives of the PHA who have a job-related need to have access to the information [24 CFR 5.903(e)].

The PHA must establish and implement a system of records management that ensures that any criminal record received by the PHA from a law enforcement agency is maintained confidentially, not misused or improperly disseminated, and destroyed, once the purpose for which the record was requested has been accomplished, including expiration of the period for filing a challenge to the PHA action without institution of a challenge or final disposition of any such litigation [24 CFR 5.903(g)].

The PHA must establish and implement a system of records management that ensures that any sex offender registration information received by the PHA from a State or local agency is maintained confidentially, not misused or improperly disseminated, and destroyed, once the purpose for which the record was requested has been accomplished, including expiration of the period for filing a challenge to the PHA action without institution of a challenge or final disposition of any such litigation. However, a record of the screening, including the type of screening and the date performed must be retained [Notice PIH 2012-28]. This requirement does not apply to information that is public information, or is obtained by a PHA other than under 24 CFR 5.905.

Medical/Disability Records
PHAs are not permitted to inquire about the nature or extent of a person’s disability. The PHA may not inquire about a person’s diagnosis or details of treatment for a disability or medical condition. If the PHA receives a verification document that provides such information, the PHA should not place this information in the tenant file. The PHA should destroy the document.

Domestic Violence, Dating Violence, Sexual Assault, or Stalking Records For requirements and PHA policies related to management of documentation obtained from victims of domestic violence, dating violence, sexual assault, or stalking, see section 16-VII.E.

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PART VI: REPORTING REQUIREMENTS FOR CHILDREN WITH ELEVATED

BLOOD LEAD LEVEL
16-VI.A. REPORTING REQUIREMENTS [24 CFR 35.1130(e); Notice PIH 2017-13] The PHA has certain responsibilities relative to children with elevated blood lead levels that are living in public housing.

The PHA must report the name and address of a child identified as having an elevated blood lead level (EBLL) to the public health department within five business days of being so notified by any other medical health care professional. The PHA must also report each known case of a child with an EBLL to the HUD field office.

PHA Policy
The PHA will provide the public health department written notice of the name and address of any child identified as having an elevated blood lead level.

The PHA will provide written notice of each known case of a child with an EBLL to the HUD field office, and to HUD’s Office of Lead Hazard Control (OLHCHH), within five business days of receiving the information.

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PART VII: VIOLENCE AGAINST WOMEN ACT (VAWA): NOTIFICATION,

DOCUMENTATION, AND CONFIDENTIALITY
16-VII.A. OVERVIEW
The Violence against Women Reauthorization Act of 2013 (VAWA) provides special protections for victims of domestic violence, dating violence, sexual assault, and stalking who are applying for or receiving assistance under the public housing program. If your state or local laws provide greater protection for such victims, those apply in conjunction with VAWA.

In addition to definitions of key terms used in VAWA, this part contains general VAWA requirements and PHA policies in three areas: notification, documentation, and confidentiality.

Specific VAWA requirements and PHA policies are located in Chapter 3, “Eligibility” (sections 3-I.C and 3-III.F); Chapter 5, “Occupancy Standards and Unit Offers” (section 5-II.D); Chapter 8, “Leasing and Inspections” (section 8-I.B); Chapter 12, “Transfer Policy” (sections 12-III.C, 12-III.F, and 12-IV.D); and Chapter 13, “Lease Terminations” (sections 13-III.F and 13-IV.D). 16-VII.B. DEFINITIONS [24 CFR 5.2003, FR Notice 8/6/13] As used in VAWA:
• The term affiliated individual means, with respect to a person:
- A spouse, parent, brother or sister, or child of that individual, or an individual to whom that person stands in the position or place of a parent; or - Any individual, tenant or lawful occupant living in the household of the victim of domestic violence, dating violence, sexual assault, or stalking. • The term bifurcate means, with respect to a public housing or Section 8 lease, to divide a lease as a matter of law such that certain tenants can be evicted or removed while the remaining family members’ lease and occupancy rights are allowed to remain intact. • The term dating violence means violence committed by a person who is or has been in a social relationship of a romantic or intimate nature with the victim; and where the existence of such a relationship shall be determined based on a consideration of the following factors:
- The length of the relationship
- The type of relationship
- The frequency of interaction between the persons involved in the relationship • The term domestic violence includes felony or misdemeanor crimes of violence committed by a current or former spouse or intimate partner of the victim, by a person with whom the victim shares a child in common, by a person who is cohabitating with or has cohabitated with the victim as a spouse or intimate partner, by a person similarly situated to a spouse of the victim under the domestic or family violence laws of the jurisdiction receiving grant monies, or by any other person against an adult or youth victim who is protected from that person’s acts under the domestic or family violence laws of the jurisdiction.

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• The term sexual assault means:
- Any nonconsensual sexual act proscribed by Federal, tribal, or State law, including when the victim lacks the capacity to consent
• The term stalking means:
- To engage in a course of conduct directed at a specific person that would cause a reasonable person to fear for his or her safety or the safety of others, or suffer substantial emotional distress.
16-VII.C. NOTIFICATION [24 CFR 5.2005(a)]
Notification to Public
The PHA adopts the following policy to help ensure that all actual and potential beneficiaries of its public housing program are aware of their rights under VAWA.

PHA Policy
The PHA will post the following information regarding VAWA in its offices and on its website. It will also make the information readily available to anyone who requests it.

A notice of occupancy rights under VAWA to public housing program applicants and participants who are or have been victims of domestic violence, dating violence, sexual assault, or stalking (Form HUD-5380, see Exhibit 16-1) A copy of form HUD-5382, Certification of Domestic Violence, Dating Violence, Sexual Assault, or Stalking and Alternate Documentation (see Exhibit 16-2) A copy of the PHA’s emergency transfer plan (Exhibit 16-3) A copy of HUD’s Emergency Transfer Request for Certain Victims of Domestic Violence, Dating Violence, Sexual Assault, or Stalking, Form HUD-5383 (Exhibit 16-4)
The National Domestic Violence Hot Line: 1-800-799-SAFE (7233) or 1-800- 787-3224 (TTY) (included in Exhibit 16-1)
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Notification to Applicants and Tenants [24 CFR 5.2005(a)(1)] PHAs are required to inform public housing applicants and tenants of their rights under VAWA, including their right to confidentiality and the limits thereof, when they are denied assistance, when they are admitted to the program, and when they are notified of an eviction or termination of housing benefits.

The PHA must distribute a notice of VAWA rights, along with the VAWA self-certification form (HUD-5382) at certain times. [PIH Notice 2017-08]
PHA Policy
The VAWA information provided to applicants and participants will consist of the notices in Exhibit 16-1 and 16-2.

For applicants, no later than each of the following times:
• At the time the individual is provided assistance or admission; and • At the time the applicant is denied assistance or admission.

The PHA is not limited to providing VAWA information at the times specified in the above policy. If the PHA decides to provide VAWA information to a tenant following an incident of domestic violence, Notice PIH 2006-42 cautions against sending the information by mail, since the abuser may be monitoring the mail. The notice recommends that in such cases the PHA make alternative delivery arrangements that will not put the victim at risk.

PHA Policy
Whenever the PHA has reason to suspect that providing information about VAWA to a public housing tenant might place a victim of domestic violence at risk, it will attempt to deliver the information by hand directly to the victim or by having the victim come to an office or other space that may be safer for the individual, making reasonable accommodations as necessary. For example, the PHA may decide not to send mail regarding VAWA protections to the victim’s unit if the PHA believes the perpetrator may have access to the victim’s mail, unless requested by the victim.

When discussing VAWA with the victim, the PHA will take reasonable precautions to ensure that no one can overhear the conversation such as having conversations in a private room.

The victim may, but is not required to, designate an attorney, advocate, or other secure contact for communications regarding VAWA protections.

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16-VII.D. DOCUMENTATION [24 CFR 5.2007]
A PHA presented with a claim for initial or continued assistance based on status as a victim of domestic violence, dating violence, sexual assault, or stalking, or criminal activity related to any of these forms of abuse may—but is not required to—request that the individual making the claim document the abuse. Any request for documentation must be in writing, and the individual must be allowed at least 14 business days after receipt of the request to submit the documentation. The PHA may extend this time period at its discretion. [24 CFR 5.2007(a)] The individual may satisfy the PHA’s request by providing any one of the following three forms of documentation [24 CFR 5.2007(b)]:
(1) A completed and signed HUD-approved certification form (HUD-5382, Certification of Domestic Violence, Dating Violence, Sexual Assault, or Stalking), which must include the name of the perpetrator only if the name of the perpetrator is safe to provide and is known to the victim. The form may be filled out and submitted on behalf of the victim. (2) A federal, state, tribal, territorial, or local police report or court record, or an administrative record
(3) Documentation signed by a person who has assisted the victim in addressing domestic violence, dating violence, sexual assault, or stalking, or the effects of such abuse. This person may be an employee, agent, or volunteer of a victim service provider; an attorney; a mental health professional; or a medical professional. The person signing the documentation must attest under penalty of perjury to the person’s belief that the incidents in question are bona fide incidents of abuse. The victim must also sign the documentation.

The PHA may not require third-party documentation (forms 2 and 3) in addition to certification (form 1), except as specified below under “Conflicting Documentation,” nor may it require certification in addition to third-party documentation [VAWA 2005 final rule].

PHA Policy
Any request for documentation of domestic violence, dating violence, sexual assault, or stalking will be in writing, will specify a deadline of 14 business days following receipt of the request, will describe the three forms of acceptable documentation, will provide explicit instructions on where and to whom the documentation must be submitted, and will state the consequences for failure to submit the documentation or request an extension in writing by the deadline.

The PHA may, in its discretion, extend the deadline for 10 business days. In determining whether to extend the deadline, the PHA will consider factors that may contribute to the victim’s inability to provide documentation in a timely manner, including cognitive limitations, disabilities, limited English proficiency, absence from the unit, administrative delays, the danger of further violence, and the victim’s need to address health or safety issues. Any extension granted by the PHA will be in writing.

Once the victim provides documentation, the PHA will acknowledge receipt of the documentation within 10 business days.

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Conflicting Documentation [24 CFR 5.2007(e)]
In cases where the PHA receives conflicting certification documents from two or more members of a household, each claiming to be a victim and naming one or more of the other petitioning household members as the perpetrator, the PHA may determine which is the true victim by requiring each to provide acceptable third-party documentation, as described above (forms 2 and 3). The PHA may also request third-party documentation when submitted documentation contains information that conflicts with existing information already available to the PHA. The PHA must honor any court orders issued to protect the victim or to address the distribution of property. Individuals have 30 calendar days to return third-party verification to the PHA. If the PHA does not receive third-party documentation, and the PHA will deny or terminate assistance as a result, the PHA must hold separate hearings for the tenants [Notice PIH 2017-08].

PHA Policy
If presented with conflicting certification documents from members of the same household, the PHA will attempt to determine which is the true victim by requiring each of them to provide third-party documentation in accordance with 24 CFR 5.2007(e) and by following any HUD guidance on how such determinations should be made. When requesting third-party documents, the PHA will provide contact information for local domestic violence and legal aid offices. In such cases, applicants or tenants will be given 30 calendar days from the date of the request to provide such documentation.

If the PHA does not receive third-party documentation within the required timeframe (and any extensions) the PHA will deny VAWA protections and will notify the applicant or tenant in writing of the denial. If, as a result, the applicant or tenant is denied or terminated from the program, the PHA will hold separate hearings for the applicants or tenants.

Discretion to Require No Formal Documentation [24 CFR 5.2007(d)] The PHA has the discretion to provide benefits to an individual based solely on the individual’s statement or other corroborating evidence—i.e., without requiring formal documentation of abuse in accordance with 24 CFR 5.2007(b). HUD recommends documentation in a confidential manner when a verbal statement or other evidence is accepted.

PHA Policy
If the PHA accepts an individual’s statement or other corroborating evidence (as determined by the victim) of domestic violence, dating violence, sexual assault, or stalking, the PHA will document acceptance of the statement or evidence in the individual’s file.

Failure to Provide Documentation [24 CFR 5.2007(c)]
In order to deny relief for protection under VAWA, a PHA must provide the individual requesting relief with a written request for documentation of abuse. If the individual fails to provide the documentation within 14 business days from the date of receipt, or such longer time as the PHA may allow, the PHA may deny relief for protection under VAWA.

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16-VII.E. CONFIDENTIALITY [24 CFR 5.2007(b)(4)]
All information provided to the PHA regarding domestic violence, dating violence, sexual assault, or stalking, including the fact that an individual is a victim of domestic violence, dating violence, sexual assault, or stalking, must be retained in confidence. This means that the PHA (1) may not enter the information into any shared database, (2) may not allow employees or others to access the information unless they are explicitly authorized to do so and have a need to know the information for purposes of their work, and (3) may not provide the information to any other entity or individual, except to the extent that the disclosure is (a) requested or consented to by the individual in writing, (b) required for use in an eviction proceeding, or (c) otherwise required by applicable law.

PHA Policy
If disclosure is required for use in an eviction proceeding or is otherwise required by applicable law, the PHA will inform the victim before disclosure occurs so that safety risks can be identified and addressed.

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Port Hueneme Housing Authority
Notice of Occupancy Rights under the Violence Against Women Act1 To all Tenants and Applicants
The Violence Against Women Act (VAWA) provides protections for victims of domestic violence, dating violence, sexual assault, or stalking. VAWA protections are not only available to women, but are available equally to all individuals regardless of sex, gender identity, or sexual orientation.2 The U.S. Department of Housing and Urban Development (HUD) is the Federal agency that oversees that public housing is in compliance with VAWA. This notice explains your rights under VAWA. A HUD-approved certification form is attached to this notice. You can fill out this form to show that you are or have been a victim of domestic violence, dating violence, sexual assault, or stalking, and that you wish to use your rights under VAWA.” Protections for Applicants
If you otherwise qualify for assistance under public housing, you cannot be denied admission or denied assistance because you are or have been a victim of domestic violence, dating violence, sexual assault, or stalking.

Protections for Tenants
If you are receiving assistance under public housing, you may not be denied assistance, terminated from participation, or be evicted from your rental housing because you are or have been a victim of domestic violence, dating violence, sexual assault, or stalking.

Also, if you or an affiliated individual of yours is or has been the victim of domestic violence, dating violence, sexual assault, or stalking by a member of your household or any guest, you may not be denied rental assistance or occupancy rights under public housing solely on the basis of criminal activity directly relating to that domestic violence, dating violence, sexual assault, or stalking.

Affiliated individual means your spouse, parent, brother, sister, or child, or a person to whom you stand in the place of a parent or guardian (for example, the affiliated individual is in your care, custody, or control); or any individual, tenant, or lawful occupant living in your household. 1 Despite the name of this law, VAWA protection is available regardless of sex, gender identity, or sexual orientation.
2 Housing providers cannot discriminate on the basis of any protected characteristic, including race, color, national origin, religion, sex, familial status, disability, or age. HUD-assisted and HUD-insured housing must be made available to all otherwise eligible individuals regardless of actual or perceived sexual orientation, gender identity, or marital status.

EXHIBIT 16-1: SAMPLE NOTICE OF OCCUPANCY RIGHTS UNDER THE VIOLENCE AGAINST WOMEN ACT, FORM HUD-5380
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Removing the Abuser or Perpetrator from the Household
The PHA may divide (bifurcate) your lease in order to evict the individual or terminate the assistance of the individual who has engaged in criminal activity (the abuser or perpetrator) directly relating to domestic violence, dating violence, sexual assault, or stalking.

If the PHA chooses to remove the abuser or perpetrator, the PHA may not take away the rights of eligible tenants to the unit or otherwise punish the remaining tenants. If the evicted abuser or perpetrator was the sole tenant to have established eligibility for assistance under the program, the PHA must allow the tenant who is or has been a victim and other household members to remain in the unit for 30 days, in order to establish eligibility under the program or under another HUD housing program covered by VAWA, or, find alternative housing.

In removing the abuser or perpetrator from the household, the PHA must follow Federal, State, and local eviction procedures. In order to divide a lease, the PHA may, but is not required to, ask you for documentation or certification of the incidences of domestic violence, dating violence, sexual assault, or stalking.

Moving to Another Unit
Upon your request, the PHA may permit you to move to another unit, subject to the availability of other units, and still keep your assistance. In order to approve a request, the PHA may ask you to provide documentation that you are requesting to move because of an incidence of domestic violence, dating violence, sexual assault, or stalking. If the request is a request for emergency transfer, the PHA may ask you to submit a written request or fill out a form where you certify that you meet the criteria for an emergency transfer under VAWA. The criteria are:

1. You are a victim of domestic violence, dating violence, sexual assault, or stalking.

If your PHA does not already have documentation that you are a victim of domestic violence, dating violence, sexual assault, or stalking, your housing provider may ask you for such documentation, as described in the documentation section below.

2. You expressly request the emergency transfer. Your PHA may choose to require that you submit a form, or may accept another written or oral request.

3. You reasonably believe you are threatened with imminent harm from further violence if you remain in your current unit. This means you have a reason to fear that if you do not receive a transfer you would suffer violence in the very near future.

OR
You are a victim of sexual assault and the assault occurred on the premises during the 90-calendar-day period before you request a transfer. If you are a victim of sexual assault, then in addition to qualifying for an emergency transfer because you reasonably believe you are threatened with imminent harm from further violence if you remain in your unit, you may qualify for an emergency transfer if the sexual assault occurred on the premises of the property from which you are seeking your transfer, and that assault happened within the 90-calendarday period before you expressly request the transfer.

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The PHA will keep confidential requests for emergency transfers by victims of domestic violence, dating violence, sexual assault, or stalking, and the location of any move by such victims and their families.

The PHA’s emergency transfer plan provides further information on emergency transfers, and the PHA must make a copy of its emergency transfer plan available to you if you ask to see it.

Documenting You Are or Have Been a Victim of Domestic Violence, Dating Violence, Sexual Assault or Stalking
The PHA can, but is not required to, ask you to provide documentation to “certify” that you are or have been a victim of domestic violence, dating violence, sexual assault, or stalking. Such request from the PHA must be in writing, and the PHA must give you at least 14 business days (Saturdays, Sundays, and federal holidays do not count) from the day you receive the request to provide the documentation. The PHA may, but does not have to, extend the deadline for the submission of documentation upon your request.

You can provide one of the following to the PHA as documentation. It is your choice which of the following to submit if HP asks you to provide documentation that you are or have been a victim of domestic violence, dating violence, sexual assault, or stalking. • A complete HUD-approved certification form given to you by the PHA with this notice, that documents an incident of domestic violence, dating violence, sexual assault, or stalking. The form will ask for your name, the date, time, and location of the incident of domestic violence, dating violence, sexual assault, or stalking, and a description of the incident. The certification form provides for including the name of the abuser or perpetrator if the name of the abuser or perpetrator is known and is safe to provide. • A record of a Federal, State, tribal, territorial, or local law enforcement agency, court, or administrative agency that documents the incident of domestic violence, dating violence, sexual assault, or stalking. Examples of such records include police reports, protective orders, and restraining orders, among others.
• A statement, which you must sign, along with the signature of an employee, agent, or volunteer of a victim service provider, an attorney, a medical professional or a mental health professional (collectively, “professional”) from whom you sought assistance in addressing domestic violence, dating violence, sexual assault, or stalking, or the effects of abuse, and with the professional selected by you attesting under penalty of perjury that he or she believes that the incident or incidents of domestic violence, dating violence, sexual assault, or stalking are grounds for protection.
• Any other statement or evidence that the PHA has agreed to accept.

If you fail or refuse to provide one of these documents within the 14 business days, the PHA does not have to provide you with the protections contained in this notice.

If the PHA receives conflicting evidence that an incident of domestic violence, dating violence, sexual assault, or stalking has been committed (such as certification forms from two or more members of a household each claiming to be a victim and naming one or more of the other petitioning household members as the abuser or perpetrator), the PHA has the right to request that you provide third-party documentation within thirty 30 calendar days in order to resolve the conflict. If you fail or refuse to provide third-party documentation where there is conflicting evidence, the PHA does not have to provide you with the protections contained in this notice.

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Confidentiality
The PHA must keep confidential any information you provide related to the exercise of your rights under VAWA, including the fact that you are exercising your rights under VAWA.

The PHA must not allow any individual administering assistance or other services on behalf of the PHA (for example, employees and contractors) to have access to confidential information unless for reasons that specifically call for these individuals to have access to this information under applicable federal, state, or local law.

The PHA must not enter your information into any shared database or disclose your information to any other entity or individual. The PHA, however, may disclose the information provided if:
• You give written permission to the PHA to release the information on a time limited basis.
• The PHA needs to use the information in an eviction or termination proceeding, such as to evict your abuser or perpetrator or terminate your abuser or perpetrator from assistance under this program.
• A law requires the PHA to release the information.

VAWA does not limit the PHA’s duty to honor court orders about access to or control of the property. This includes orders issued to protect a victim and orders dividing property among household members in cases where a family breaks up.

Reasons a Tenant Eligible for Occupancy Rights under VAWA May Be Evicted or Assistance May Be Terminated
You can be evicted and your assistance can be terminated for serious or repeated lease violations that are not related to domestic violence, dating violence, sexual assault, or stalking committed against you. However, the PHA cannot hold tenants who have been victims of domestic violence, dating violence, sexual assault, or stalking to a more demanding set of rules than it applies to tenants who have not been victims of domestic violence, dating violence, sexual assault, or stalking.

The protections described in this notice might not apply, and you could be evicted and your assistance terminated, if the PHA can demonstrate that not evicting you or terminating your assistance would present a real physical danger that:

1. Would occur within an immediate time frame, and

2. Could result in death or serious bodily harm to other tenants or those who work on the property.

If the PHA can demonstrate the above, the PHA should only terminate your assistance or evict you if there are no other actions that could be taken to reduce or eliminate the threat.

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Other Laws
VAWA does not replace any Federal, State, or local law that provides greater protection for victims of domestic violence, dating violence, sexual assault, or stalking. You may be entitled to additional housing protections for victims of domestic violence, dating violence, sexual assault, or stalking under other Federal laws, as well as under State and local laws.

Non-Compliance with The Requirements of This Notice
You may report your PHA for violations of these rights and seek additional assistance, if needed, by contacting or filing a complaint with:

Los Angeles HUD Field Office
300 North Los Angeles Street
Suite 4054
Los Angeles, CA 90012
(213) 894-8000
For Additional Information
You may view a copy of HUD’s final VAWA rule at: https://www.gpo.gov/fdsys/pkg/FR-2016- 11-16/pdf/2016-25888.pdf.

Additionally, the PHA must make a copy of HUD’s VAWA regulations available to you if you ask to see them.

For questions regarding VAWA, please contact Port Hueneme Housing Authority at (805) 986-6527.

For help regarding an abusive relationship, you may call the National Domestic Violence Hotline at 1-800-799-7233 or, for persons with hearing impairments, 1-800-787-3224 (TTY). You may also contact Port Hueneme Police Department Domestic Violence Advocate at (805) 985- 6538.

For tenants who are or have been victims of stalking seeking help may visit the National Center for Victims of Crime’s Stalking Resource Center at https://www.victimsofcrime.org/ourprograms/stalking-resource-center.

For help regarding sexual assault, you may contact Coalition to End Family Violence at (805) 983-6014 or The Lighthouse for Women and Children at (805) 385-7200.

Victims of stalking seeking help may contact Coalition to End Family Violence at (805) 983- 6014 or The Lighthouse for Women and Children at (805) 385-7200.

Attachment: Certification form HUD-5382
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CERTIFICATION OF U.S. Department of Housing OMB Approval No. 2577-0286 DOMESTIC VIOLENCE, and Urban Development Exp. 06/30/2017

DATING VIOLENCE,

SEXUAL ASSAULT, OR STALKING,

AND ALTERNATE DOCUMENTATION
Purpose of Form: The Violence Against Women Act (“VAWA”) protects applicants, tenants, and program participants in certain HUD programs from being evicted, denied housing assistance, or terminated from housing assistance based on acts of domestic violence, dating violence, sexual assault, or stalking against them. Despite the name of this law, VAWA protection is available to victims of domestic violence, dating violence, sexual assault, and stalking, regardless of sex, gender identity, or sexual orientation.

Use of This Optional Form: If you are seeking VAWA protections from your housing provider, your housing provider may give you a written request that asks you to submit documentation about the incident or incidents of domestic violence, dating violence, sexual assault, or stalking.

In response to this request, you or someone on your behalf may complete this optional form and submit it to your housing provider, or you may submit one of the following types of third-party documentation:
(1) A document signed by you and an employee, agent, or volunteer of a victim service provider, an attorney, or medical professional, or a mental health professional (collectively, “professional”) from whom you have sought assistance relating to domestic violence, dating violence, sexual assault, or stalking, or the effects of abuse. The document must specify, under penalty of perjury, that the professional believes the incident or incidents of domestic violence, dating violence, sexual assault, or stalking occurred and meet the definition of “domestic violence,” “dating violence,” “sexual assault,”or “stalking” in HUD’s regulations at 24 CFR 5.2003.
(2) A record of a Federal, State, tribal, territorial or local law enforcement agency, court, or administrative agency; or
(3) At the discretion of the housing provider, a statement or other evidence provided by the applicant or tenant.

Submission of Documentation: The time period to submit documentation is 14 business days from the date that you receive a written request from your housing provider asking that you provide documentation of the occurrence of domestic violence, dating violence, sexual assault, or stalking. Your housing provider may, but is not required to, extend the time period to submit the documentation, if you request an extension of the time period. If the requested information is not received within 14 business days of when you received the request for the documentation, or any extension of the date provided by your housing provider, your housing provider does not need to grant you any of the VAWA protections. Distribution or issuance of this form does not serve as a written request for certification.

Confidentiality: All information provided to your housing provider concerning the incident(s) of domestic violence, dating violence, sexual assault, or stalking shall be kept confidential and such details shall not be entered into any shared database. Employees of your housing provider are not to have access to these details unless to grant or deny VAWA protections to you, and such employees may not disclose this information to any other entity or individual, except to the extent that disclosure is: (i) consented to by you in writing in a time-limited release; (ii) required for use in an eviction proceeding or hearing regarding termination of assistance; or (iii) otherwise required by applicable law.

EXHIBIT 16-2: CERTIFICATION OF DOMESTIC VIOLENCE, DATING

VIOLENCE, SEXUAL ASSAULT, OR STALKING AND ALTERNATE
DOCUMENTATION, FORM HUD-5382
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In your own words, briefly describe the incident(s):

TO BE COMPLETED BY OR ON BEHALF OF THE VICTIM OF DOMESTIC VIOLENCE,

DATING VIOLENCE, SEXUAL ASSAULT, OR STALKING

1. Date the written request is received by victim:

2. Name of victim:

3. Your name (if different from victim’s):

4. Name(s) of other family member(s) listed on the lease:

5. Residence of victim:

6. Name of the accused perpetrator (if known and can be safely disclosed):

7. Relationship of the accused perpetrator to the victim:

8. Date(s) and times(s) of incident(s) (if known):

10. Location of incident(s):

This is to certify that the information provided on this form is true and correct to the best of my knowledge and recollection, and that the individual named above in Item 2 is or has been a victim of domestic violence, dating violence, sexual assault, or stalking. I acknowledge that submission of false information could jeopardize program eligibility and could be the basis for denial of admission, termination of assistance, or eviction.

Signature Signed on (Date)
Public Reporting Burden: The public reporting burden for this collection of information is estimated to average 1 hour per response. This includes the time for collecting, reviewing, and reporting the data. The information provided is to be used by the housing provider to request certification that the applicant or tenant is a victim of domestic violence, dating violence, sexual assault, or stalking. The information is subject to the confidentiality requirements of VAWA. This agency may not collect this information, and you are not required to complete this form, unless it displays a currently valid Office of Management and Budget control number.

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Attachment: Certification form HUD-5382
Port Hueneme Housing Authority
Emergency Transfer Plan for Victims of Domestic Violence, Dating Violence, Sexual Assault, or Stalking
Public Housing Program
Emergency Transfers
The PHA is concerned about the safety of its tenants, and such concern extends to tenants who are victims of domestic violence, dating violence, sexual assault, or stalking. In accordance with the Violence Against Women Act (VAWA),3the PHA allows tenants who are victims of domestic violence, dating violence, sexual assault, or stalking to request an emergency transfer from the tenant’s current unit to another unit. The ability to request a transfer is available regardless of sex, gender identity, or sexual orientation. 4 The ability of the PHA to honor such request for tenants currently receiving assistance, however, may depend upon a preliminary determination that the tenant is or has been a victim of domestic violence, dating violence, sexual assault, or stalking, and on whether the PHA has another dwelling unit that is available and is safe to offer the tenant for temporary or more permanent occupancy.

This plan identifies tenants who are eligible for an emergency transfer, the documentation needed to request an emergency transfer, confidentiality protections, how an emergency transfer may occur, and guidance to tenants on safety and security. This plan is based on a model emergency transfer plan published by the U.S. Department of Housing and Urban Development (HUD), the federal agency that oversees that the public housing and housing choice voucher (HCV) programs are in compliance with VAWA.

Eligibility for Emergency Transfers
A tenant who is a victim of domestic violence, dating violence, sexual assault, or stalking, as provided in HUD’s regulations at 24 CFR part 5, subpart L, is eligible for an emergency transfer, if the tenant reasonably believes that there is a threat of imminent harm from further violence if the tenant remains within the same unit. If the tenant is a victim of sexual assault, the tenant may also be eligible to transfer if the sexual assault occurred on the premises within the 90-calendar- day period preceding a request for an emergency transfer. 3Despite the name of this law, VAWA protection is available to all victims of domestic violence, dating violence, sexual assault, and stalking, regardless of sex, gender identity, or sexual orientation. 4Housing providers cannot discriminate on the basis of any protected characteristic, including race, color, national origin, religion, sex, familial status, disability, or age. HUD-assisted and HUD-insured housing must be made available to all otherwise eligible individuals regardless of actual or perceived sexual orientation, gender identity, or marital status.

EXHIBIT 16-3: EMERGENCY TRANSFER PLAN FOR VICTIMS OF DOMESTIC

VIOLENCE, DATING VIOLENCE, SEXUAL ASSAULT, OR STALKING
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A tenant requesting an emergency transfer must expressly request the transfer in accordance with the procedures described in this plan.

Tenants who are not in good standing may still request an emergency transfer if they meet the eligibility requirements in this section.

Emergency Transfer Request Documentation
To request an emergency transfer, the tenant shall notify the PHA’s management office and submit a written request for a transfer to any PHA office. The PHA will provide reasonable accommodations to this policy for individuals with disabilities. The tenant’s written request for an emergency transfer should include either:

1. A statement expressing that the tenant reasonably believes that there is a threat of imminent harm from further violence if the tenant were to remain in the same dwelling unit assisted under the PHA’s program; OR

2. A statement that the tenant was a sexual assault victim and that the sexual assault occurred on the premises during the 90-calendar-day period preceding the tenant’s request for an emergency transfer.

Confidentiality
The PHA will keep confidential any information that the tenant submits in requesting an emergency transfer, and information about the emergency transfer, unless the tenant gives the PHA written permission to release the information on a time-limited basis, or disclosure of the information is required by law or required for use in an eviction proceeding or hearing regarding termination of assistance from the covered program. This includes keeping confidential the new location of the dwelling unit of the tenant, if one is provided, from the person or persons that committed an act of domestic violence, dating violence, sexual assault, or stalking against the tenant. See the Notice of Occupancy Rights under the Violence against Women Act for All Tenants for more information about the PHA’s responsibility to maintain the confidentiality of information related to incidents of domestic violence, dating violence, sexual assault, or stalking.

Emergency Transfer Timing and Availability
The PHA cannot guarantee that a transfer request will be approved or how long it will take to process a transfer request. The PHA will, however, act as quickly as possible to move a tenant who is a victim of domestic violence, dating violence, sexual assault, or stalking to another unit, subject to availability and safety of a unit. If a tenant reasonably believes a proposed transfer would not be safe, the tenant may request a transfer to a different unit. If a unit is available, the transferred tenant must agree to abide by the terms and conditions that govern occupancy in the unit to which the tenant has been transferred. The PHA may be unable to transfer a tenant to a particular unit if the tenant has not or cannot establish eligibility for that unit.

If the PHA has no safe and available units for which a tenant who needs an emergency transfer is eligible, the PHA will assist the tenant in identifying other housing providers who may have safe and available units to which the tenant could move. At the tenant’s request, the PHA will also assist tenants in contacting the local organizations offering assistance to victims of domestic violence, dating violence, sexual assault, or stalking that are attached to this plan.

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Emergency Transfers: Public Housing (PH) Program
If you are a public housing resident and request an emergency transfer as described in this plan, the PHA will attempt to assist you in moving to a safe unit quickly. The PHA will make exceptions as required to policies restricting moves.

Emergency transfers for which you are not required to apply for assistance include the following:
• Public housing unit in a different development
• Public housing unit in the same development, if you determine that the unit is safe At your request, the PHA will refer you to organizations that may be able to further assist you.

You may also request an emergency transfer to the following programs for which you are required to apply for assistance:
• HCV tenant-based program
• HCV project-based assistance
• Other programs administered by the PHA (such as state housing programs) Emergency transfers will not take priority over waiting list admissions for these types of assistance. At your request, the PHA will refer you to organizations that may be able to further assist you.

Safety and Security of Tenants
Pending processing of the transfer and the actual transfer, if it is approved and occurs, the tenant is urged to take all reasonable precautions to be safe.

Tenants who are or have been victims of domestic violence are encouraged to contact the National Domestic Violence Hotline at 1-800-799-7233, or a local domestic violence shelter, for assistance in creating a safety plan. For persons with hearing impairments, that hotline can be accessed by calling 1-800-787-3224 (TTY).

Tenants who have been victims of sexual assault may call the Rape, Abuse, and Incest National Network’s National Sexual Assault Hotline at 1-800-656-HOPE, or visit the online hotline at https://ohl.rainn.org/online/.

Tenants who are or have been victims of stalking seeking help may visit the National Center for Victims of Crime’s Stalking Resource Center at https://www.victimsofcrime.org/ourprograms/stalking-resource-center.

Attachment: Port Hueneme Police Department Domestic Violence Advocate at (805) 985- 6538, Coalition to End Family Violence at (805) 983-6014 or The Lighthouse for Women and Children at (805) 385-7200.

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EMERGENCY TRANSFER U.S. Department of Housing OMB Approval No. 2577-0286 REQUEST FOR CERTAIN and Urban Development Exp. 06/30/2017

VICTIMS OF DOMESTIC

VIOLENCE, DATING VIOLENCE,

SEXUAL ASSAULT, OR STALKING
Purpose of Form: If you are a victim of domestic violence, dating violence, sexual assault, or stalking, and you are seeking an emergency transfer, you may use this form to request an emergency transfer and certify that you meet the requirements of eligibility for an emergency transfer under the Violence Against Women Act (VAWA). Although the statutory name references women, VAWA rights and protections apply to all victims of domestic violence, dating violence, sexual assault or stalking. Using this formdoes not necessarily mean that you will receive an emergency transfer. See your housing provider’s emergency transfer plan for more information about the availability of emergency transfers.

The requirements you must meet are:
(1) You are a victim of domestic violence, dating violence, sexual assault, or stalking.

If your housing provider does not already have documentation that you are a victim of domestic violence, dating violence, sexual assault, or stalking, your housing provider may ask you for such documentation. In response, you may submit Form HUD-5382, or any one of the other types of documentation listed on that Form. (2) You expressly request the emergency transfer. Submission of this form confirms that you have expressly requested a transfer. Your housing provider may choose to require that you submit this form, or may accept another written or oral request. Please see your housing provider’s emergency transfer plan for more details. (3) You reasonably believe you are threatened with imminent harm from further violence if you remain in your current unit. This means you have a reason to fear that if you do not receive a transfer you would suffer violence in the very near future.

OR
You are a victim of sexual assault and the assault occurred on the premises during the 90-calendar-day period before you request a transfer. If you are a victim of sexual assault, then in addition to qualifying for an emergency transfer because you reasonably believe you are threatened with imminent harm from further violence if you remain in your unit, you may qualify for an emergency transfer if the sexual assault occurred on the premises of the property from which you are seeking your transfer, and that assault happened within the 90-calendar-day period before you submit this form or otherwise expressly request the transfer.

Submission of Documentation: If you have third-party documentation that demonstrates why you are eligible for an emergency transfer, you should submit that documentation to your housing provider if it is safe for you to do so. Examples of third party documentation include, but are not limited to: a letter or other documentation from a victim service provider, social worker, legal assistance provider, pastoral counselor, mental health provider, or other professional from whom you have sought assistance; a current restraining order; a recent court order or other court records; a law enforcement report or records; communication records from the perpetrator of the violence or family members or friends of the perpetrator of the violence, including emails, voicemails, text messages, and social media posts.

EXHIBIT 16-4: EMERGENCY TRANSFER REQUEST FOR CERTAIN VICTIMS OF

DOMESTIC VIOLENCE, DATING VIOLENCE, SEXUAL ASSAULT, OR STALKING, FORM HUD-5383
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Confidentiality: All information provided to your housing provider concerning the incident(s) of domestic violence, dating violence, sexual assault, or stalking, and concerning your request for an emergency transfer shall be kept confidential. Such details shall not be entered into any shared database.

Employees of your housing provider are not to have access to these details unless to grant or deny VAWA protections or an emergency transfer to you. Such employees may not disclose this information to any other entity or individual, except to the extent that disclosure is: (i) consented to by you in writing in a time-limited release; (ii) required for use in an eviction proceeding or hearing regarding termination of assistance; or (iii) otherwise required by applicable law.

TO BE COMPLETED BY OR ON BEHALF OF THE PERSON REQUESTING A TRANSFER

1. Name of victim requesting an emergency transfer:

2. Your name (if different from victim’s)

3. Name(s) of other family member(s) listed on the lease:

4. Name(s) of other family member(s) who would transfer with the victim:

5. Address of location from which the victim seeks to transfer:

6. Address or phone number for contacting the victim:

7. Name of the accused perpetrator (if known and can be safely disclosed):

8. Relationship of the accused perpetrator to the victim:

9. Date(s), Time(s) and location(s) of incident(s):

10. Is the person requesting the transfer a victim of a sexual assault that occurred in the past 90 days on the premises of the property from which the victim is seeking a transfer? If yes, skip question 11. If no, fill out question 11.

11. Describe why the victim believes they are threatened with imminent harm from further violence if they remain in their current unit.

12. If voluntarily provided, list any third-party documentation you are providing along with this notice:

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This is to certify that the information provided on this form is true and correct to the best of my knowledge, and that the individual named above in Item 1 meets the requirement laid out on this form for an emergency transfer. I acknowledge that submission of false information could jeopardize program eligibility and could be the basis for denial of admission, termination of assistance, or eviction.

Signature Signed on (Date)
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GLOSSARY
A. ACRONYMS USED IN PUBLIC HOUSING
ACC Annual contributions contract
ACOP Admissions and continued occupancy policy
ADA Americans with Disabilities Act of 1990
AIDS Acquired immune deficiency syndrome
AMI Area median income
AMP Asset management project
BR Bedroom
CDBG Community Development Block Grant (Program)
CFP Capital fund program
CFR Code of Federal Regulations (published federal rules that define and implement laws; commonly referred to as “the regulations”)
COCC Central office cost center
CPI Consumer price index (published monthly by the Department of Labor as an inflation indicator)
EID Earned income disallowance
EIV Enterprise Income Verification
FDIC Federal Deposit Insurance Corporation
FHA Federal Housing Administration (HUD Office of Housing) FHEO Fair Housing and Equal Opportunity (HUD Office of) FICA Federal Insurance Contributions Act (established Social Security taxes) FMR Fair market rent
FR Federal Register
FSS Family Self-Sufficiency (Program)
FY Fiscal year
FYE Fiscal year end
GAO Government Accountability Office
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HA Housing authority or housing agency
HCV Housing choice voucher
HERA Housing and Economic Recovery Act of 2008
HOPE VI Revitalization of Severely Distressed Public Housing Program HUD Department of Housing and Urban Development
HUDCLIPS HUD Client Information and Policy System
IMS Inventory Management System
IPA Independent public accountant
IRA Individual retirement account
IRS Internal Revenue Service
JTPA Job Training Partnership Act
LBP Lead-based paint
LEP Limited English proficiency
LIHTC Low-income housing tax credit
MTW Moving to Work
NOFA Notice of funding availability
OGC HUD's Office of General Counsel
OIG HUD’s Office of Inspector General
OMB Office of Management and Budget
PASS Plan to Achieve Self-Support
PHA Public housing agency
PHAS Public Housing Assessment System
PIC PIH Information Center
PIH (HUD Office of) Public and Indian Housing
QC Quality control
QHWRA Quality Housing and Work Responsibility Act of 1998 (also known as the Public Housing Reform Act)
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RAD Rental Assistance Demonstration Program
REAC (HUD) Real Estate Assessment Center
RFP Request for proposals
RIGI Regional inspector general for investigation (handles fraud and program abuse matters for HUD at the regional office level)
ROSS Resident Opportunity and Supportive Services
SSA Social Security Administration
SSI Supplemental security income
SWICA State wage information collection agency
TANF Temporary assistance for needy families
TR Tenant rent
TTP Total tenant payment
UA Utility allowance
UFAS Uniform Federal Accessibility Standards
UIV Upfront income verification
UPCS Uniform Physical Condition Standards
URP Utility reimbursement payment
VAWA Violence Against Women Reauthorization Act of 2013 VCA Voluntary Compliance Agreement
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B. GLOSSARY OF PUBLIC HOUSING TERMS
Accessible. The facility or portion of the facility can be approached, entered, and used by persons with disabilities.

Adjusted income. Annual income, less allowable HUD deductions and allowances.

Affiliated individual. With respect to an individual, a spouse, parent, brother, sister, or child of that individual, or a person to whom that individual stands in loco parentis (in the position or place of a parent), or any individual, tenant, or lawful occupant living in the household of the victim of domestic violence, dating violence, sexual assault, or stalking.

Annual contributions contract (ACC). The written contract between HUD and a PHA under which HUD agrees to provide funding for a program under the 1937 Act, and the PHA agrees to comply with HUD requirements for the program.

Annual income. The anticipated total income of an eligible family from all sources for the 12-month period following the date of determination of income, computed in accordance with the regulations.

Applicant (applicant family). A family that has applied for admission to a program but is not yet a participant in the program.

As-paid states. States where the welfare agency adjusts the shelter and utility component of the welfare grant in accordance with actual housing costs.

Assets. (See net family assets.)
Auxiliary aids. Services or devices that enable persons with impaired sensory, manual, or speaking skills to have an equal opportunity to participate in, and enjoy the benefits of, programs or activities receiving federal financial assistance.

Bifurcate. With respect to a public housing or Section 8 lease, to divide a lease as a matter of law such that certain tenants can be evicted or removed while the remaining family members’ lease and occupancy rights are allowed to remain intact.

Ceiling rent. The highest rent amount the PHA will require a family to pay, for a particular unit size, when the family is paying an income-based rent.

Child. A member of the family other than the family head or spouse who is under 18 years of age.

Child care expenses. Amounts anticipated to be paid by the family for the care of children under 13 years of age during the period for which annual income is computed, but only where such care is necessary to enable a family member to actively seek employment, be gainfully employed, or to further his or her education and only to the extent such amounts are not reimbursed. The amount deducted shall reflect reasonable charges for child care. In the case of child care necessary to permit employment, the amount deducted shall not exceed the amount of employment income that is included in annual income.

Citizen. A citizen or national of the United States.

Cohead. An individual in the household who is equally responsible for the lease with the head of household. A family may have a cohead or spouse but not both. A cohead never qualifies as a dependent. The cohead must have legal capacity to enter into a lease.

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Confirmatory review. An on-site review performed by HUD to verify the management performance of a PHA.

Consent form. Any consent form approved by HUD to be signed by assistance applicants and participants to obtain income information from employers and SWICAs; return information from the Social Security Administration (including wages, net earnings from selfemployment, and retirement income); and return information for unearned income from the IRS. Consent forms expire after a certain time and may authorize the collection of other information to determine eligibility or level of benefits.

Covered families. Statutory term for families who are required to participate in a welfare agency economic self-sufficiency program and who may be subject to a welfare benefit sanction for noncompliance with this obligation. Includes families who receive welfare assistance or other public assistance under a program for which federal, state, or local law requires that a member of the family must participate in an economic self-sufficiency program as a condition for the assistance.

Dating violence. Violence committed by a person who is or has been in a social relationship of a romantic or intimate nature with the victim; and where the existence of such a relationship shall be determined based on a consideration of the following factors:
- The length of the relationship
- The type of relationship
- The frequency of interaction between the persons involved in the relationship Dependent. A member of the family (except foster children and foster adults) other than the family head or spouse, who is under 18 years of age, or is a person with a disability, or is a full-time student.

Dependent child. In the context of the student eligibility restrictions, a dependent child of a student enrolled in an institution of higher education. The dependent child must also meet the definition of dependent as specified above.

Disability assistance expenses. Reasonable expenses that are anticipated, during the period for which annual income is computed, for attendant care and auxiliary apparatus for a disabled family member, and that are necessary to enable a family member (including the disabled member) to be employed, provided that the expenses are neither paid to a member of the family nor reimbursed by an outside source.

Disabled family. A family whose head, cohead, spouse, or sole member is a person with disabilities; two or more persons with disabilities living together; or one or more persons with disabilities living with one or more live-in aides.

Disabled person. See person with disabilities.

Disallowance. Exclusion from annual income.

Displaced family. A family in which each member, or whose sole member, is a person displaced by governmental action, or a person whose dwelling has been extensively damaged or destroyed as a result of a disaster declared or otherwise formally recognized pursuant to federal disaster relief laws.

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Domestic violence. Felony or misdemeanor crimes of violence committed by a current or former spouse of the victim, by a person with whom the victim shares a child in common, by a person who is cohabitating with or has cohabitated with the victim as a spouse, by a person similarly situated to a spouse of the victim under the domestic or family violence laws of the jurisdiction receiving grant monies, or by any other person against an adult or youth victim who is protected from that person’s acts under the domestic or family violence laws of the jurisdiction.

Domicile. The legal residence of the household head or spouse as determined in accordance with state and local law.

Drug-related criminal activity. The illegal manufacture, sale, distribution, or use of a drug, or the possession of a drug with intent to manufacture, sell, distribute, or use the drug.

Economic self-sufficiency program. Any program designed to encourage, assist, train, or facilitate the economic independence of assisted families, or to provide work for such families. Can include job training, employment counseling, work placement, basic skills training, education, English proficiency, Workfare, financial or household management, apprenticeship, or any other program necessary to ready a participant to work (such as treatment for drug abuse or mental health treatment). Includes any work activities as defined in the Social Security Act (42 U.S.C. 607(d)). Also see 24 CFR 5.603(c).

Effective date. The “effective date” of an examination or reexamination refers to: (i) in the case of an examination for admission, the date of initial occupancy and (ii) in the case of reexamination of an existing tenant, the date the redetermined rent becomes effective.

Elderly family. A family whose head, cohead, spouse, or sole member is a person who is at least 62 years of age; two or more persons who are at least 62 years of age living together; or one or more persons who are at least 62 years of age living with one or more live-in aides.

Elderly person. An individual who is at least 62 years of age.

Eligible family (Family). A family that is income eligible and meets the other requirements of the 1937 Act and Part 5 of 24 CFR.

Employer identification number (EIN). The nine-digit taxpayer identifying number that is assigned to an individual, trust, estate, partnership, association, company, or corporation.

Evidence of citizenship or eligible status. The documents which must be submitted as evidence of citizenship or eligible immigration status. (See 24 CFR 5.508(b).) Extremely low-income family. A family whose annual income does not exceed the federal poverty level or 30 percent of the median income for the area as determined by HUD, whichever number is higher, with adjustments for smaller and larger families. HUD may establish income ceilings higher or lower than 30 percent of median income if HUD finds such variations are necessary due to unusually high or low family incomes. (See 24 CFR 5.603.)
Facility. All or any portion of buildings, structures, equipment, roads, walks, parking lots, rolling stock, or other real or personal property or interest in the property.

Fair Housing Act. Title VIII of the Civil Rights Act of 1968, as amended by the Fair Housing Amendments Act of 1988.

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Fair market rent (FMR). The rent, including the cost of utilities (except telephone), as established by HUD for units of varying sizes (by number of bedrooms), that must be paid in the housing market area to rent privately owned, existing, decent, safe, and sanitary rental housing of modest (non-luxury) nature with suitable amenities. See periodic publications in the Federal Register in accordance with 24 CFR Part 888.

Family. Includes but is not limited to the following, regardless of actual or perceived sexual orientation, gender identity, or marital status, and can be further defined in PHA policy. - A family with or without children (the temporary absence of a child from the home due to placement in foster care is not considered in determining family composition and family size)
- An elderly family or a near-elderly family
- A displaced family
- The remaining member of a tenant family
- A single person who is not an elderly or displaced person, or a person with disabilities, or the remaining member of a tenant family.

Family self-sufficiency program (FSS program). The program established by a PHA in accordance with 24 CFR part 984 to promote self-sufficiency of assisted families, including the coordination of supportive services (42 U.S.C. 1437u).

Federal agency. A department of the executive branch of the federal government.

Flat rent. Established by the PHA for each public housing unit; a rent based on the market rent charged for comparable units in the unassisted rental market, set at no less than 80 percent of the applicable Fair Market Rent (FMR), and adjusted by the amount of the utility allowance, if any
Foster child care payment. A payment to eligible households by state, local, or private agencies appointed by the state to administer payments for the care of foster children.

Full-time student. A person who is attending school or vocational training on a full-time basis (carrying a subject load that is considered full-time for day students under the standards and practices of the educational institution attended). (See 24 CFR 5.603) Gender identity. Actual or perceived gender-related characteristics.

Handicap. Any condition or characteristic that renders a person an individual with handicaps. (See person with disabilities.)
Head of household. The adult member of the family who is the head of the household for purposes of determining income eligibility and rent.

Household. A household includes additional people other than the family who, with the PHA’s permission, live in an assisted unit, such as live-in aides, foster children, and foster adults.

Housing agency (HA). See public housing agency.

HUD. The U.S. Department of Housing and Urban Development.

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Imputed asset. An asset disposed of for less than fair market value during the two years preceding examination or reexamination.

Imputed asset income. The PHA-established passbook rate multiplied by the total cash value of assets. The calculation is used when net family assets exceed $5,000.

Imputed welfare income. An amount of annual income that is not actually received by a family as a result of a specified welfare benefit reduction, but is included in the family’s annual income and therefore reflected in the family’s rental contribution.

Income. Income from all sources of each member of the household, as determined in accordance with criteria established by HUD.

Income-based rent. A tenant rent that is based on the family’s income and the PHA’s rent policies for determination of such rents.

Income information means information relating to an individual’s income, including:
- All employment income information known to current or previous employers or other income sources
- All information about wages, as defined in the state's unemployment compensation law, including any social security number; name of the employee; quarterly wages of the employee; and the name, full address, telephone number, and, when known, employer identification number of an employer reporting wages under a state unemployment compensation law
- Whether an individual is receiving, has received, or has applied for unemployment compensation, and the amount and the period received
- Unearned IRS income and self-employment wages and retirement income - Wage, social security, and supplemental security income data obtained from the Social Security Administration.

Individual with handicaps. See person with disabilities.

Jurisdiction. The area in which the PHA has authority under state and local law to administer the program.

Lease. A written agreement between the PHA and a tenant family for the leasing a public housing unit. The lease establishes the legal relationship between the PHA and the tenant family.

Live-in aide. A person who resides with one or more elderly persons, or near-elderly persons, or persons with disabilities, and who:
- Is determined to be essential to the care and well-being of the persons; - Is not obligated for the support of the persons; and
- Would not be living in the unit except to provide the necessary supportive services.

Local preference. A preference used by the PHA to select among applicant families.

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Low-income family. A family whose income does not exceed 80 percent of the median income for the area as determined by HUD with adjustments for smaller or larger families, except that HUD may establish income limits higher or lower than 80 percent for areas with unusually high or low incomes.

Medical expenses. Medical expenses, including medical insurance premiums, that are anticipated during the period for which annual income is computed, and that are not covered by insurance (a deduction for elderly or disabled families only). These allowances are given when calculating adjusted income for medical expenses in excess of 3 percent of annual income.

Minimum rent. An amount established by the PHA of zero to $50.

Minor. A member of the family household other than the family head or spouse, who is under 18 years of age.

Mixed family. A family whose members include those with citizenship or eligible immigration status, and those without citizenship or eligible immigration status.

Monthly adjusted income. One twelfth of adjusted income.

Monthly income. One twelfth of annual income.

National. A person who owes permanent allegiance to the United States, for example, as a result of birth in a United States territory or possession.

Near-elderly family. A family whose head, spouse, or sole member is a person who is at least 50 years of age but below the age of 62; or two or more persons, who are at least 50 years of age but below the age of 62, living together; or one or more persons who are at least 50 years of age but below the age of 62 living with one or more live-in aides.

Net family assets. (1) Net cash value after deducting reasonable costs that would be incurred in disposing of real property, savings, stocks, bonds, and other forms of capital investment, excluding interests in Indian trust land and excluding equity accounts in HUD homeownership programs. The value of necessary items of personal property such as furniture and automobiles shall be excluded.
- In cases where a trust fund has been established and the trust is not revocable by, or under the control of, any member of the family or household, the value of the trust fund will not be considered an asset so long as the fund continues to be held in trust. Any income distributed from the trust fund shall be counted when determining annual income under §5.609.
- In determining net family assets, PHAs or owners, as applicable, shall include the value of any business or family assets disposed of by an applicant or tenant for less than fair market value (including a disposition in trust, but not in a foreclosure or bankruptcy sale) during the two years preceding the date of application for the program or reexamination, as applicable, in excess of the consideration received therefore. In the case of a disposition as part of a separation or divorce settlement, the disposition will not be considered to be for less than fair market value if the applicant or tenant receives important consideration not measurable in dollar terms.

Noncitizen. A person who is neither a citizen nor national of the United States.

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PHA Plan. The annual plan and the 5-year plan as adopted by the PHA and approved by HUD.

Participant (participant family). A family that has been admitted to the PHA program and is currently assisted in the program.

Person with disabilities. For the purposes of program eligibility. A person who has a disability as defined under the Social Security Act or Developmental Disabilities Care Act, or a person who has a physical or mental impairment expected to be of long and indefinite duration and whose ability to live independently is substantially impeded by that impairment but could be improved by more suitable housing conditions. This includes persons with AIDS or conditions arising from AIDS but excludes persons whose disability is based solely on drug or alcohol dependence. For the purposes of reasonable accommodation. A person with a physical or mental impairment that substantially limits one or more major life activities, a person regarded as having such an impairment, or a person with a record of such an impairment.

Premises. The building or complex in which the dwelling unit is located, including common areas and grounds.

Previously unemployed. With regard to the earned income disallowance, a person who has earned, in the 12 months previous to employment, no more than would be received for 10 hours of work per week for 50 weeks at the established minimum wage.

Public assistance. Welfare or other payments to families or individuals, based on need, which are made under programs funded, separately or jointly, by federal, state, or local governments.

Public housing agency (PHA). Any state, county, municipality, or other governmental entity or public body, or agency or instrumentality of these entities, that is authorized to engage or assist in the development or operation of low-income housing under the 1937 Act.

Qualified family. A family residing in public housing:
- Whose annual income increases as a result of employment of a family member who was unemployed for one or more years previous to employment; - Whose annual income increases as a result of increased earnings by a family member during participation in any economic self-sufficiency or other job training program; or - Whose annual income increases, as a result of new employment or increased earnings of a family member, during or within six months after receiving assistance, benefits or services under any state program for temporary assistance for needy families funded under Part A of Title IV of the Social Security Act, as determined by the PHA in consultation with the local agencies administering temporary assistance for needy families (TANF) and Welfare-to-Work (WTW) programs. The TANF program is not limited to monthly income maintenance, but also includes such benefits and services as one-time payments, wage subsidies and transportation assistance, provided that the total amount over a six-month period is at least $500.

Reasonable accommodation. A change, exception, or adjustment to a rule, policy, practice, or service to allow a person with disabilities to fully access the PHA’s programs or services.

Agenda Item No. 03 Page 935 of 937 HA Agenda 05-06-2024 © Copyright 2023 Nan McKay & Associates
Unlimited copies may be made for internal use.

GL-11 Port Hueneme HA ACOP 7/1/2024
Recertification. Sometimes called reexamination. The process of securing documentation of total family income used to determine the rent the tenant will pay for the next 12 months if there are no additional changes to be reported.

Remaining member of the tenant family. The person left in assisted housing who may or may not normally qualify for assistance on their own circumstances (i.e., an elderly spouse dies, leaving widow age 47 who is not disabled).

Residency preference. A PHA preference for admission of families that reside anywhere in a specified area, including families with a member who works or has been hired to work in the area (See residency preference area).

Residency preference area. The specified area where families must reside to qualify for a residency preference.

Responsible entity. For the public housing program, the PHA administering the program under an ACC with HUD. Secretary. The Secretary of Housing and Urban Development.

Section 8. Section 8 of the United States Housing Act of 1937; refers to the housing choice voucher program.

Security deposit. A dollar amount (maximum set according to the regulations) which can be used for unpaid rent or damages to the PHA upon termination of the lease.

Sexual assault. Any nonconsensual sexual act proscribed by federal, tribal, or state law, including when the victim lacks capacity to consent (42 U.S.C. 13925(a)) Sexual orientation. Homosexuality, heterosexuality or bisexuality.

Single person. A person living alone or intending to live alone.

Social security number (SSN). The nine-digit number that is assigned to a person by the Social Security Administration and that identifies the record of the person’s earnings reported to the Social Security Administration. The term does not include a number with a letter as a suffix that is used to identify an auxiliary beneficiary.

Specified welfare benefit reduction. Those reductions of welfare benefits (for a covered family) that may not result in a reduction of the family rental contribution. A reduction of welfare benefits because of fraud in connection with the welfare program, or because of welfare sanction due to noncompliance with a welfare agency requirement to participate in an economic self-sufficiency program.

Spouse. The marriage partner of the head of household.

Stalking. To follow, pursue, or repeatedly commit acts with the intent to kill, injure, harass, or intimidate; or to place under surveillance with the intent to kill, injure, harass, or intimidate another person; and in the course of, or as a result of, such following, pursuit, surveillance, or repeatedly committed acts, to place a person in reasonable fear of the death of, or serious bodily injury to, or to cause substantial emotional harm to (1) that person, (2) a member of the immediate family of that person, or (3) the spouse or intimate partner of that person.

GL-12 Port Hueneme HA ACOP 7/1/2024
State wage information collection agency (SWICA). The state agency, including any Indian tribal agency, receiving quarterly wage reports from employers in the state, or an alternative system that has been determined by the Secretary of Labor to be as effective and timely in providing employment-related income and eligibility information.

Tenant. The person or persons (other than a live-in aide) who executes the lease as lessee of the dwelling unit.

Tenant rent. The amount payable monthly by the family as rent to the PHA.

Total tenant payment (TTP). The total amount the HUD rent formula requires the tenant to pay toward rent and utilities.

Utilities. Water, electricity, gas, other heating, refrigeration, cooking fuels, trash collection, and sewage services. Telephone service is not included.

Utility allowance. If the cost of utilities (except telephone) and other housing services for an assisted unit is not included in the tenant rent but is the responsibility of the family occupying the unit, an amount equal to the estimate made or approved by a PHA of the monthly cost of a reasonable consumption of such utilities and other services for the unit by an energyconservative household of modest circumstances consistent with the requirements of a safe, sanitary, and healthful living environment.

Utility reimbursement. The amount, if any, by which the utility allowance for the unit, if applicable, exceeds the total tenant payment (TTP) for the family occupying the unit.

Veteran. A person who has served in the active military or naval service of the United States at any time and who shall have been discharged or released therefrom under conditions other than dishonorable.

Violence Against Women Reauthorization Act (VAWA) of 2013. Prohibits denying admission to, denying assistance under, or evicting from a public housing unit an otherwise qualified applicant or tenant on the basis that the applicant or tenant is or has been a victim of domestic violence, dating violence, sexual assault, or stalking.

Violent criminal activity. Any illegal criminal activity that has as one of its elements the use, attempted use, or threatened use of physical force against the person or property of another.

Waiting list. A list of families organized according to HUD regulations and PHA policy who are waiting for a unit to become available.

Welfare assistance. Income assistance from federal or state welfare programs, including assistance provided under TANF and general assistance. Does not include assistance directed solely to meeting housing expenses, nor programs that provide health care, child care or other services for working families. For the FSS program (984.103(b)), welfare assistance includes only cash maintenance payments from federal or state programs designed to meet a family’s ongoing basic needs, but does not include food stamps, emergency rental and utilities assistance, SSI, SSDI, or social security.

Agenda Item No. 03 Page 937 of 937 HA Agenda 05-06-2024

THIS IS A PRESENTATION ITEM ONLY
Agenda Item No. 04 Page 1 of 1 CC Agenda 05-06-2024

THIS IS A PRESENTATION ITEM ONLY
Agenda Item No. 05 Page 1 of 1 CC Agenda 05-06-2024

THIS IS A PRESENTATION ITEM ONLY
Agenda Item No. 06 Page 1 of 1 CC Agenda 05-06-2024
CC Regular Meeting Agenda – April 15, 2024, Page 1 of 7 Monday, April 15, 2024
Port Hueneme City Hall
250 North Ventura Road, Port Hueneme, CA 93041
5:00 PM Closed Session | 6:30 PM Regular Meeting
The following information was provided to the public on how to participate in City meetings:

Watch Meetings Live or On-Demand
Live or On-Demand at: https://porthuenemeca.suiteonemedia.com/ On-Demand (generally uploaded the next day) at: https://www.youtube.com/@cityofporthuenemegov Public Comments
Public comments may be submitted in person or in writing.

In-Person: Complete a speaker request card located at the entrance of the Council Chamber and give it to the City Clerk. Your name will be called when it is your turn to speak. Public Comment is limited to 3 minutes per speaker, unless for good cause, the Mayor amends the time limit. A speaker’s time may not be transferred to another speaker.

Written: All written public comments shall be no more than 500 words and are subject to the Public Records Act. Written comments should be submitted to the City Clerk by 5:00 p.m. on the day of the City Council meeting by email or directly to the City Clerk’s Office. Email [email protected] and enter “City Council Public Comment” in the Subject line (and agenda item number if applicable). Mail or drop off written comments to the City Clerk’s Office located at 250 N. Ventura Road, Port Hueneme, CA 93041. Please clearly mark envelope with “Public Comment and meeting date”.

Translation Services
Use of a Translator
* The City shall provide a translator if one is requested by a member of the public with a 48-hour advance notice. If a 48-hour advance notice is not provided, the member of the public may provide their own translator. To request a translator, please contact [email protected]. * Per California Government Code 54954.3, if an individual utilizes a translator during Public Statements, the legislative body of a local agency shall provide at least twice the allotted time to a member of the public who utilizes a translator to ensure that non-English speakers receive the same opportunity to directly address the legislative body of a local agency.
* If the City provides a translator or translation equipment that allows for the simultaneous translation of the testimony, then no additional time shall be granted.

Uso de traductor
* La Ciudad proporcionará un traductor si un miembro del público lo solicita con un aviso de 48 horas de anticipación. Si no se avisa con 48 horas de anticipación, el público podrá proporcionar su propio traductor.

Para solicitar un traductor, comuníquese con [email protected]. * Según el Código de Gobierno de California 54954.3, si una persona utiliza un traductor durante las declaraciones públicas, el cuerpo legislativo de una agencia local deberá proporcionar al menos el doble Agenda Item No. 07 Page 1 of 7 CC Agenda 05-06-2024
CC Regular Meeting Agenda – April 15, 2024, Page 2 of 7 del tiempo asignado a un miembro del público que utilice un traductor para garantizar que las personas que no hablan inglés reciban la misma oportunidad de dirigirse directamente al cuerpo legislativo de una agencia local.
* Si la Ciudad proporciona un traductor o equipo de traducción que permita la traducción simultánea del testimonio, entonces no se concederá tiempo adicional.

Americans with Disabilities Act
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, contact the office of the city clerk at (805) 986-6503 or [email protected]. Notice 48 hours prior to the meeting will enable the city to make reasonable arrangements to allow participation in this meeting.

Levine Act Disclaimer
The Levine Act (Gov. Code, § 84308) requires any Party, Participant, or Agent in a Proceeding, as those terms are defined in Government Code section 84308 and Title 2, California Code of Regulations, Sections 18400 et seq., before the City of Port Hueneme that involves any action or consideration to their contract, license, permit, or other entitlement for use to disclose any campaign contributions made to City elected or appointed Officers totaling more than $250 within the 12 months prior to the City decision. Any City elected or appointed Officer who has received a contribution totaling more than $250 within the preceding twelve (12) months from a Party, Agent, or Participant, shall disclose that fact on the record of the proceeding and shall not make, participate in making, or in any way attempt to use the Officer’s official position to influence the decision. Violations of Government Code section 84308 may result in a civil action brought by the FPPC for an amount up to five thousand dollars ($5,000) per violation. Any person who knowingly or willfully violates any provision of the Political Reform Act is guilty of a misdemeanor and subject to a fine of up to the greater of ten thousand dollars ($10,000) or three times the amount the person unlawfully contributed upon conviction for each violation. Any Party, Participant, or Agent is further prohibited from making, and any elected or appointed City Officer is prohibited from soliciting or accepting, any contribution in excess of $250 for a period of twelve (12) months following any proceeding described above. 5:00 PM – CITY COUNCIL CLOSED SESSION AGENDA

CALL TO ORDER
Mayor Perez called the closed session meeting to order at 5:00 p.m.

ROLL CALL

Present: Councilmembers Steven A. Gama, Laura D. Hernandez, Roberto “Bobby” Martinez; Mayor Pro Tem Martha R. McQueen-Legohn; Mayor Misty Perez

Absent: None
PUBLIC COMMENT – None.

CLOSED SESSION ITEMS
City Attorney Kevin Spaulding read the closed session items into record.

A. CONFERENCE PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Position: City Attorney
Authority: Government Code Section 54957, subdivision (b)(1) B. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION
Authority: Government Code section 54956.9, subdivision (d)(1) Case: City of Port Hueneme v. Dario Pini, et al.

Ventura County Superior Court Case No: 56-2019-00533286-CU-PT-VTA CONFLICT OF INTEREST and LEVINE ACT DISCLOSURES – None.

Agenda Item No. 07 Page 2 of 7 CC Agenda 05-06-2024
CC Regular Meeting Agenda – April 15, 2024, Page 3 of 7

RECESS TO CLOSED SESSION
Mayor Perez recessed to the closed session meeting at 5:01 p.m. Councilmember Gama recused himself from Closed Session Item B. and left the room at 6:07 p.m. 6:30 P.M. CITY COUNCIL REGULAR MEETING AGENDA

CALL TO ORDER / FLAG SALUTE
Mayor Perez called the meeting to order at 6:32 p.m. and led the flag salute.

ROLL CALL

Present: Councilmembers Steven A. Gama, Laura D. Hernandez, Roberto “Bobby” Martinez; Mayor Pro Tem Martha R. McQueen-Legohn; Mayor Misty Perez

Absent: None

INSPIRATION
Given by Councilmember Hernandez

CLOSED SESSION REPORT
City Attorney Kevin Spaulding indicated that there is no legally reportable action, but in reference to Closed Session Item A. Public Employee Performance Evaluation for the City Attorney, disclosed that he has tendered his resignation to the law firm of Green de Bortnowsky and he will no longer be serving as City Attorney. Mr. Spaulding further indicated that Andre de Bortnowsky and Joan Smyth will be providing legal services to the City.

CONFLICT OF INTEREST DECLARATION
Councilmember Gama declared that he had a conflict of interest and therefore recused himself from Closed Session Item B. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION – Case: City of Port Hueneme v. Dario Pini, et al., due to the proximity of his residence and Surfside Motel.

PUBLIC COMMENT
Public comments were provided in person by the following:
• Becky Breuning
• Timothy Furgal
• Tom King
Public comments were submitted via email and read by City Clerk Georgianna Alvarez by the following:
• Jasmine Duron

CONFLICT OF INTEREST DECLARATION
There were no conflicts of interest disclosed.

PRESENTATIONS

1. Fair Housing Month Proclamation
Mayor Perez read the proclamation into record proclaiming April 2024, as Fair Housing Month, beginning a year-long commemoration of the Fair Housing Act in the City of Port Hueneme, and urged all citizens to wholeheartedly recognize this celebration throughout the year. The proclamation was presented to and accepted by Diversity, Equity, Inclusion (DEI) Committee Vice Chair Kathy Sullivan and Director of Government Affairs Rob Leatherwood of the Ventura County Coastal Association of Realtors.

Agenda Item No. 07 Page 3 of 7 CC Agenda 05-06-2024
CC Regular Meeting Agenda – April 15, 2024, Page 4 of 7 AGENDA APPROVAL FOR CITY COUNCIL (taken out of order)
City Council Agenda Approval
A motion was made by Councilmember Gama, seconded by Mayor Pro Tem McQueenLegohn, and passed unanimously, to approve the City Council Agenda of April 15, 2024.

2. Arbor Day Proclamation
City Manager James Vega provided a brief overview of Arbor Day and the requirements of the City of Port Hueneme being a Tree City USA; and announced the City’s Arbor Day celebration. City Manager Vega read the proclamation into record proclaiming the third Thursday in April as Arbor Day in the City of Port Hueneme, urged all citizens to celebrate Arbor Day and to support efforts to protect our trees and woodlands; and further urged all citizens to plant and care for trees to gladden the heart and promote the well-being of this and future generations
City Manager Vega identified the need to change the time for the Arbor Day Celebration due to a schedule conflict.

3. Sister City Presentation by Committee Representative Bobby Martinez Sister City Committee Representative Bobby Martinez gave a presentation highlighting the Sister City partnership during a visit to Puerto Vallarta last November.

CONSENT CALENDAR
A motion was made by Councilmember Martinez, seconded by Councilmember Gama, to approve Consent Calendar Item Nos. 4 – 5, as presented.

Motion passed 5-0 as follows:

AYES: Gama, Hernandez, Martinez, McQueen-Legohn, Perez
NOES: None; ABSENT: None; ABSTAIN: None
City Council:

4. Minutes
Approved the April 2, 2024, City Council Regular Meeting Minutes.

5. Register of Disbursements
Received and filed the City’s register of disbursements for the period of March 23, 2024 through April 5, 2024.

PUBLIC HEARINGS – None.

BUSINESS ITEMS

6. Transaction and Use Tax Citizens Oversight Committee - Measure “U” Annual Report Recommendation: Receive a presentation from and file the Report provided by the Transactions and Use Tax Citizens Oversight Committee.

Transactions and Use Tax Citizens Oversight Committee (Oversight Committee) Chair David Scrivner presented the report. Oversight Committee Vice Chair Beth Williams and Oversight Committee Member Gailen Vick were also present. Questions and comments followed. There were no public comments.

Agenda Item No. 07 Page 4 of 7 CC Agenda 05-06-2024
CC Regular Meeting Agenda – April 15, 2024, Page 5 of 7 A motion was made by Councilmember Martinez, seconded by Councilmember Gama, to receive a presentation from and file the Report provided by the Transactions and Use Tax Citizens Oversight Committee.

Motion passed 5-0 as follows:

AYES: Gama, Hernandez, Martinez, McQueen-Legohn, Perez
NOES: None; ABSENT: None; ABSTAIN: None

7. Joint City/Port Committee Direction Including Consideration of Community Benefit Fund Allocations and Future Priority Topics
Recommendation:

1. Create a list of projects and programs recommended for funding from the Community Benefit Fund; and

2. Provide members of the Joint City/Port Committee with direction regarding future priority topics including the Council’s identified partnership goals.

City Manager Vega presented the report. Discussion followed.

Public comments were provided in person by the following:
• Rich Rollins
Discussion followed.

A motion was made by Councilmember Martinez, seconded by Councilmember Gama, to:

1. Approve the created brainstorming list of projects and programs recommended for funding from the Community Benefit Fund as shown below:
• Police Explorers
• Reel Guppies
• Inlakech
• Beach Festival and Banana
Festival, 5k event
• Picnic Tables/Bonfire Pits
• Public Art
• Scholarships
• City Marquee Letters
• Learn to Swim Program
• LegoFirst Robotics Competition
• Tennis Backboard/Wall
• Elementary School Programs
• Cat Trap and Release
• Audubon Society – Fencing
• Senior Programming
• Museum Funding
• Boys and Girls Club
• Pier Signage
• Washington DC Advocacy Trip

2. Provide members of the Joint City/Port Committee with direction regarding future priority topics including the Council’s identified partnership goals and the following:
• Revenue sharing agreements
• Pedestrian safety
• Sidewalks
• Traffic safety
• Marquee letters
• Washington, D.C. joint advocacy trip
talking points
• Dredging
• City/Port events
Motion passed 5-0 as follows:

AYES: Gama, Hernandez, Martinez, McQueen-Legohn, Perez
NOES: None; ABSENT: None; ABSTAIN: None

8. Dredging Project Update
Recommendation: Receive a report on the City’s dredging project and authorize staff to collaborate with key partners such as the Port, Harbor, Army Corps of Engineers, United States Navy, BEACON, and others to advocate for the project.

Agenda Item No. 07 Page 5 of 7 CC Agenda 05-06-2024
CC Regular Meeting Agenda – April 15, 2024, Page 6 of 7 City Manager Vega presented the report. Questions followed. There were no public comments.

There was Council consensus to receive the report.

CITY MANAGER COMMENTS AND REPORTS
City Manager James Vega provided comments and reports regarding the following topics:
• Grocery Outlet Grand Opening
• Arbor Day Celebration
• Coffee with the City event
• Upcoming Council meeting topics
Questions followed.

COUNCILMEMBERS’ REPORTS AND COMMENTS
Council provided comments and reports regarding the following topics:

Councilmember Martinez:
• Attended Sister City Committee Meeting and announced upcoming meeting • Upcoming Recreation, Education, Arts & Culture in Hueneme (REACH) Special Meeting • Attended Port Hueneme Water Agency Meeting
• Mural
Councilmember Gama:
• Hueneme Beach Clean Up
Councilmember Hernandez:
• Upcoming Grocery Outlet Grand Opening Ribbon Cutting
• Upcoming Ventura County Association of Water Agencies 32nd Annual Water Symposium • Attended Southern California Association of Governments (SCAG) Transportation Committee
• Attended Mural Committee
Mayor Pro Tem McQueen-Legohn:
• Attended Air Pollution Control Board and congratulated Councilmember Gama on being appointed to the Air Pollution Control District Advisory Committee • Attended Gold Coast Transit District Committee
• Upcoming Museum Governance Committee meeting
• Attended Ventura County Transportation Commission (VCTC) Mayor Perez:
• Attended committee meetings, nothing to report
• Congratulated Port Hueneme Police Explorer Sergeant Tiffany Zavala for being named Explorer of the Year
• Hueneme Lions Club Charter
Hernandez:
• Congratulated Tom Fiala on being appointed to Commander by the local Veterans of Foreign Wars (VFW)– and wished him a happy anniversary
REQUEST FOR FUTURE AGENDA ITEMS – None.

Agenda Item No. 07 Page 6 of 7 CC Agenda 05-06-2024
CC Regular Meeting Agenda – April 15, 2024, Page 7 of 7

ADJOURNMENT
The City Council adjourned at 8:24 p.m. to its next regular meeting scheduled for Monday, May 6, 2024, at 6:30 p.m.

Respectfully Submitted:

Georgianna Nicole Alvarez, MMC, CPMC
City Clerk
Approved this 6th day of May, 2024:
_________________________________
Misty Perez, Mayor
Agenda Item No. 07 Page 7 of 7 CC Agenda 05-06-2024

DATE: May 6, 2024
TO: Honorable City Council
FROM: James Vega, City Manager
Lupe Acero, Finance Director
SUBJECT: REGISTER OF DISBURSEMENTS
RECOMMENDATION:

Receive and file the City’s Register of Disbursements for the period of April 6, 2024 through April 25, 2024.

BACKGROUND/ANALYSIS:

Cash disbursements are made weekly based on the submission of all required documents supporting the invoices submitted for payment. Prior to payment, Finance Department staff reviews all disbursement documents to ensure that they meet the approval requirements adopted in the Municipal Code and the City’s Purchasing Policies and Procedures Manual. The summary table below represents the Register of Disbursements as required by the Municipal Code § 2302 and included for the listed check dates. The disbursements are accounted for in the current budget.

Date Type of Payment Attachment Amount
April 11, 2024 A/P Checks 135887-135990 A $180,200.17
April 19, 2024 A/P Checks 135991-136142 B $414,200.08
April 19, 2024 Payroll Distribution C $385,288.86
April 25, 2024 A/P Checks 136143-136204 D $208,596.94
TOTAL $1,188,286.05
FISCAL IMPACT:

This is an informational report only.

ATTACHMENTS:

A through D: Disbursement Registers
Agenda Item No. 08 Page 1 of 39 CC Agenda 05-06-2024
This Page Intentionally Left Blank
Agenda Item No. 08 Page 2 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount ALMCRANTZ, STEVEN 4914 BOOT ALLOWANCE-S ALMCRANTZ 101115-5164 General Fund 04042024

ALMCRANTZ
04/11/2024 135887 225.00
AMERICAN ENVIRONMENTAL GROUP 4869 LEAD, WATER DAMAGE & MOLD SURVEY-249 E A ST #2 &#4
213781-5204 Housing Successor
Agency Fund
125187 04/11/2024 135888 2,860.00
AMREP MANUFACTURNIG COMPANY, LLC 256 AUTOMOTIVE REPAIRS-PWSW V9132-

HARNESSES/CABIN CON
101554-5215 General Fund 449161 04/11/2024 135889 2,009.94 APPRIVER 3614 ANNUAL ANTISPAM SERVICES -
3/29/24-3/29/25
101116-5223 General Fund 2938268 04/11/2024 135890 1,131.76 APPRIVER 3614 ANNUAL ANTISPAM SERVICES -
3/29/24-3/29/25
101000-1300 General Fund 2938268 04/11/2024 135890 3,261.18 ARC DOCUMENT SOLUTIONS, LLC. 4265 WATER PLANT SVCS-DOCUMENT

SCANS PHWA WATER ATLAS
302561-5204 Water Plant
Operations Fund
12360807 04/11/2024 135891 73.81
BAY ALARM COMPANY 269 5/1/24-7/31/24 CITY HALL ALARM

MONITORING SERVICE
101780-5212 General Fund 21303015 04/11/2024 135892 681.00 BOYS & GIRLS CLUBS OF GREATER 1962 MAR'24 FM/JANITORIAL OPEN GYM

SUPPLIES SVCS
101670-5221 General Fund 3742 04/11/2024 135893 1,000.00 BRINKS INC 2924 MARCH 2024 TRANSPORT SERVICES 101111-5204 General Fund 12543784 04/11/2024 135894 666.16 BRINKS INC 2924 FEBRUARY 2024 TRANSPORT

SERVICES
101111-5204 General Fund 6391507 04/11/2024 135894 44.91 CALIFORNIA HOSE 4937 AUTOMOTIVE REPAIRS-PWSW V9111-

HYD HOSE/FITTINGS
101554-5523 General Fund 29263 04/11/2024 135895 366.03 CALIFORNIA MARINE SAFETY CHIEFS ASSOCIATION 5625 FY 2023-2024 CMSCA ANNUAL

MEMBERSHIP DUES
101673-5402 General Fund 092523 04/11/2024 135896 500.00 CANON FINANCIAL SERVICES, INC 3733 001-0668326-002 COPIER 2/10/24- 3/9/24 SERVICES
101112-5220 General Fund 32107859 04/11/2024 135897 217.50 CANON FINANCIAL SERVICES, INC 3733 001-0668326-008 COPIER- MARCH 2024 SERVICES
101111-5220 General Fund 32256666 04/11/2024 135897 314.42 CANON FINANCIAL SERVICES, INC 3733 001-0668326-002 COPIER 3/10/24- 4/9/24 SERVICES
101112-5220 General Fund 32282303 04/11/2024 135897 237.50 Check No. 135896
Check Total: 500.00
Check No. 135897
Check No. 135893
Check Total: 1000.00
Check No. 135894
Check Total: 711.07
Check No. 135895
Check Total: 366.03
Check No. 135890
Check Total: 4392.94
Check No. 135891
Check Total: 73.81
Check No. 135892
Check Total: 681.00
Check No. 135887
Check Total: 225.00
Check No. 135888
Check Total: 2860.00
Check No. 135889
Check Total: 2009.94
Agenda Item No. 08 Page 3 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
CANON FINANCIAL SERVICES, INC 3733 001-6683236-003 PW COPIER 3/10/24- 4/9/24 SERVICES
303562-5220 Wastewater
Operations Fund
32282304 04/11/2024 135897 84.61
CANON FINANCIAL SERVICES, INC 3733 001-6683236-003 PW COPIER 3/10/24- 4/9/24 SERVICES
304563-5220 Solid Waste
Operations Fund
32282304 04/11/2024 135897 84.60
CANON FINANCIAL SERVICES, INC 3733 001-6683236-003 PW COPIER 3/10/24- 4/9/24 SERVICES
301560-5220 Water Operations
Fund
32282304 04/11/2024 135897 84.61
CANON FINANCIAL SERVICES, INC 3733 001-0668326-004 COPIER/001-0668326- 006 FAXBOARD
101111-5220 General Fund 32282305 04/11/2024 135898 173.94 CANON FINANCIAL SERVICES, INC 3733 001-0668326-007 FAXBOARD -3/10/24- 4/9/24
101111-5220 General Fund 32282307 04/11/2024 135899 10.06 CAPITAL INDUSTRIAL MEDICAL SUPPLY CO. 5689 WATER PLANT SUPPLIES-FIRST AIDCARDIAC PADS/BATTRY302561-5510 Water Plant Operations Fund
34-103105 04/11/2024 135900 1,193.33
CDW GOVERNMENT, INC. 956 FINANCE COMPUTER SUPPLIESSCANNER101220-5526 General Fund QH88440 04/11/2024 135901 466.54 CIVICPLUS 3370 CIVICPLUS ANNUAL WEB
SUBSCRIPTION- 3/1/24-2/28/25
101116-5223 General Fund 20240149 293885 04/11/2024 135902 1,457.75 CIVICPLUS 3370 CIVICPLUS ANNUAL WEB
SUBSCRIPTION- 3/1/24-2/28/25
101000-1300 General Fund 20240149 293885 04/11/2024 135902 4,373.25 COASTAL PIPCO INC 308 WATER SUPPLIES-RICE STRAW
WATTLE
301560-5520 Water Operations
Fund
S2250030.001 04/11/2024 135903 85.13
COASTAL PIPCO INC 308 WATER PLANT SUPPLIES-SOCKET

FLANGE/CEMENT/PRIMER
302561-5520 Water Plant
Operations Fund
S2251004.001 04/11/2024 135903 74.83
COMPUTER LOGISTICS CORPORATION 3194 APRIL 2024 EMAIL HOST SERVICES 101440-5223 General Fund 85017 04/11/2024 135904 44.00 DATAPROSE, INC 3718 MARCH 2024 UTILITY BILL

STATEMENT SERVICES
303562-5204 Wastewater
Operations Fund
DP2401337 04/11/2024 135905 1,229.76
DATAPROSE, INC 3718 MARCH 2024 UTILITY BILL

STATEMENT SERVICES
304563-5204 Solid Waste
Operations Fund
DP2401337 04/11/2024 135905 1,229.76
DATAPROSE, INC 3718 MARCH 2024 UTILITY BILL

STATEMENT SERVICES
301560-5204 Water Operations
Fund
DP2401337 04/11/2024 135905 1,229.76
DATCO SERVICE CORPORATION 663 APR-JUN'24 2ND QUARTER

COMMERCIAL DRIVERS TPA FEES
101115-5204 General Fund 184601 04/11/2024 135906 451.50 DOCUPRODUCTS CORPORATION 651 1/31/24-2/28/24 C5740i COPIER

OVERAGE SERVICES
101111-5220 General Fund 278883 04/11/2024 135907 99.91 DOCUPRODUCTS CORPORATION 651 2/29/24-3/30/24 C5740i COPIER

OVERAGE SERVICES
101111-5220 General Fund 280549 04/11/2024 135907 82.30 Check No. 135905
Check Total: 3689.28
Check No. 135906
Check Total: 451.50
Check No. 135907
Check No. 135902
Check Total: 5831.00
Check No. 135903
Check Total: 159.96
Check No. 135904
Check Total: 44.00
Check No. 135899
Check Total: 10.06
Check No. 135900
Check Total: 1193.33
Check No. 135901
Check Total: 466.54
Check Total: 1023.24
Check No. 135898
Check Total: 173.94
Agenda Item No. 08 Page 4 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
DUNN-EDWARDS CORPORATION 78 A ST STAIRWELL RAIL SUPPLIESPAINT213781-5212 Housing Successor Agency Fund
2029A18701 04/11/2024 135908 125.08
FAMCON PIPE SUPPLY INC 337 WW FORCEMAIN BREAK REPAIR

PARTS-AIR VALVE
303562-5700 Wastewater
Operations Fund
S100123531.001 04/11/2024 135909 3,453.45
FAMCON PIPE SUPPLY INC 337 WATER SUPPLIES-FIRE

HYDRANT/POLY SHEETING
301560-5526 Water Operations
Fund
S100123896.001 04/11/2024 135909 3,000.86
FAMCON PIPE SUPPLY INC 337 WATER VALVE REPAIRS-PARK AVPIPE LUBE/BOLTS/PIPE/E301560-5523 Water Operations Fund
S100124002.001 04/11/2024 135909 4,586.55
FAMCON PIPE SUPPLY INC 337 WATER SUPPLIES-POLYWRAP 301560-5520 Water Operations Fund
S100124223.001 04/11/2024 135909 317.46
FAMCON PIPE SUPPLY INC 337 WW FORCEMAIN BREAK CALL OUT &

REPAIR PRTS-PIPE IRR
303562-5700 Wastewater
Operations Fund
S100124585.001 04/11/2024 135909 1,083.00
FAMCON PIPE SUPPLY INC 337 WATER SUPPLIES-FIRE HYDRANT 301560-5526 Water Operations Fund
S100124704.001 04/11/2024 135909 2,962.25
FAMCON PIPE SUPPLY INC 337 WATER SUPPLIES-BREAKOFF BOLTS & NUTS
301560-5520 Water Operations
Fund
S100124708.001 04/11/2024 135909 61.13
FAMCON PIPE SUPPLY INC 337 STREETS SUPPLIES- WHITE

MARKING PAINT
204551-5520 Gas Tax Fund S100124081.001 04/11/2024 135910 76.58 FAMCON PIPE SUPPLY INC 337 WATER SUPPLIES-GLOVES/VALVE

BOX/VALVE LIDS
301560-5520 Water Operations
Fund
S100123752.002 04/11/2024 135911 447.23
FAMCON PIPE SUPPLY INC 337 WATER LINE SUPPLIESVALVE/ANGLE STOP/ETC301560-5520 Water Operations Fund
S100109617.002 04/11/2024 135912 1,912.27
FEDERAL EXPRESS CORP 338 MAIL SERVICES-RMA SHIPMENT TO
BLUE-WHITE IND.
302561-5520 Water Plant
Operations Fund
8-438-82375 04/11/2024 135913 28.56
FENCE FACTORY RENTALS 2561 11/2/23-11/29/23 PORTABLE TOILET

RENTAL SERVICES
301560-5220 Water Operations
Fund
649487 04/11/2024 135914 173.50
FENCE FACTORY RENTALS 2561 3/27/24-4/23/24 PORTABLE TOILET

RENTAL SERVICES
204551-5220 Gas Tax Fund 663744 04/11/2024 135914 148.50 FENCE FACTORY RENTALS 2561 3/21/24-4/17/24 PORTABLE TOILET

RENTAL SERVICES
301560-5220 Water Operations
Fund
663030 04/11/2024 135915 173.50
FGL ENVIRONMENTAL 339 SUPPORT WATER QUALITY

ANALYSIS COPH
301560-5230 Water Operations
Fund
20240012 402021A 04/11/2024 135916 40.00
FGL ENVIRONMENTAL 339 BACTI/INORGANIC/MISC WATER

QUALITY ANALYSIS COPH
301560-5230 Water Operations
Fund
20240012 403057A 04/11/2024 135916 287.00
FGL ENVIRONMENTAL 339 BACTI/MISC WATER QUALITY

ANALYSIS COPH
301560-5230 Water Operations
Fund
20240012 403932A 04/11/2024 135916 145.00
Check No. 135914
Check Total: 322.00
Check No. 135915
Check Total: 173.50
Check No. 135916
Check No. 135911
Check Total: 447.23
Check No. 135912
Check Total: 1912.27
Check No. 135913
Check Total: 28.56
Check No. 135908
Check Total: 125.08
Check No. 135909
Check Total: 15464.70
Check No. 135910
Check Total: 76.58
Check Total: 182.21
Agenda Item No. 08 Page 5 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
FGL ENVIRONMENTAL 339 BACTI/MISC WATER QUALITY

ANALYSIS PHWA
302561-5230 Water Plant
Operations Fund
20240014 403933A 04/11/2024 135916 85.00
FGL ENVIRONMENTAL 339 SUPPORT WATER QUALITY

ANALYSIS COPH
301560-5230 Water Operations
Fund
20240012 403937A 04/11/2024 135916 40.00
FGL ENVIRONMENTAL 339 BACTI/MISC WATER QUALITY

ANALYSIS COPH
301560-5230 Water Operations
Fund
20240012 404276A 04/11/2024 135916 65.00
FRONTIER COMMUNICATIONS 4230 805-271-0690-091900-5 UTILITY BILL 101111-5300 General Fund 900-5 03282024 04/11/2024 135917 60.99 FRONTIER COMMUNICATIONS 4230 209-151-1423-062388-5 UTILITY BILL 303562-5300 Wastewater Operations Fund
388-5 03282024 04/11/2024 135918 84.02
FRONTIER COMMUNICATIONS 4230 209-151-1421-122089-5 UTILITY BILL 303562-5300 Wastewater Operations Fund
089-5 03282024 04/11/2024 135919 43.23
FRONTIER COMMUNICATIONS 4230 310-163-3759-102114-5 UTILITY BILLMUSEUM101672-5300 General Fund 114-5 04012024 04/11/2024 135920 85.98 FRONTIER COMMUNICATIONS 4230 805-488-3611-010168-5 UTILITY BILL 101111-5300 General Fund 168-5 04012024 04/11/2024 135921 136.82 GRAINGER INC 345 WATER SUPPLIES-TETHER FLOAT 301560-5520 Water Operations Fund
9049916902 04/11/2024 135922 88.75
GRAINGER INC 345 WATER PLANT SUPPLIES-MULTITOOL302561-5520 Water Plant Operations Fund
9061403318 04/11/2024 135922 133.82
GRAINGER INC 345 WATER SUPPLIES-DIGITAL

MULTIMETER/SOCKET/TEE
302561-5520 Water Plant
Operations Fund
9061918943 04/11/2024 135922 1,200.43
GRAINGER INC 345 WATER PLANT SUPPLIESFLASHLIGHT/CANVAS DROP CLOTH302561-5520 Water Plant Operations Fund
9061918950 04/11/2024 135922 104.42
GRAINGER INC 345 WATER PLANT SUPPLIESCLEANER/DEGREASR/SPRAY BOTTLE
302561-5520 Water Plant
Operations Fund
9061918968 04/11/2024 135922 15.22
GRANITE CONSTRUCTION COMPANY 2144 WATER SUPPLIES-ASPHALT 301560-5523 Water Operations Fund
2674046 04/11/2024 135923 255.30
GRANITE CONSTRUCTION COMPANY 2144 WATER SUPPLIES- ASPHALT 301560-5523 Water Operations Fund
2679929 04/11/2024 135924 165.60
GREEN DE BORTNOWSKY, LLP 4463 PHNE.0001 - JANUARY 2024 LEGAL

SERVICES
101112-5202 General Fund 48445 04/11/2024 135925 3,800.63 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0001-03 - JANUARY 2024

LEGAL SERVICES
101112-5202 General Fund 48446 04/11/2024 135925 860.00 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0001-17 - JANUARY 2024 LEGAL SVCS- 2023 STORM
101112-5202 General Fund 48447 04/11/2024 135925 4,411.02 Check No. 135923
Check Total: 255.30
Check No. 135924
Check Total: 165.60
Check No. 135925
Check No. 135920
Check Total: 85.98
Check No. 135921
Check Total: 136.82
Check No. 135922
Check Total: 1542.64
Check No. 135917
Check Total: 60.99
Check No. 135918
Check Total: 84.02
Check No. 135919
Check Total: 43.23
Check Total: 662.00
Agenda Item No. 08 Page 6 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
GREEN DE BORTNOWSKY, LLP 4463 PHNE.0002 - JANUARY 2024 LEGAL

SERVICES
101112-5202 General Fund 48448 04/11/2024 135925 600.00 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0003 - JANUARY 2024 LEGAL

SERVICES
101112-5202 General Fund 48449 04/11/2024 135925 1,280.00 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0005 - JANUARY 2024 LEGAL

SERVICES
101112-5202 General Fund 48450 04/11/2024 135925 140.00 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0005-12 - JANUARY 2024

LEGAL SERVICES
101112-5202 General Fund 48451 04/11/2024 135925 180.00 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0006 - JANUARY 2024 LEGAL

SERVICES
101112-5202 General Fund 48452 04/11/2024 135925 340.00 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0008 - JANUARY 2024 LEGAL

SERVICES
101112-5202 General Fund 48454 04/11/2024 135925 1,020.00 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0009 - JANUARY 2024 LEGAL

SERVICES- CITY
101112-5202 General Fund 48455B 04/11/2024 135925 300.00 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0009-01 - JANUARY 2024

LEGAL SERVICES
101112-5202 General Fund 48456 04/11/2024 135925 3,480.00 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0011 - JANUARY 2024 LEGAL

SERVICES
101112-5202 General Fund 48457 04/11/2024 135925 160.00 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0012-05- JANUARY 2024 LEGAL

SERVICES
101112-5202 General Fund 48458 04/11/2024 135925 129.00 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0050-02 - JANUARY 2024

LEGAL SERVICES
101112-5202 General Fund 48459 04/11/2024 135925 171.50 GREEN DE BORTNOWSKY, LLP 4463 PHNE.0050-08 - JANUARY 2024

LEGAL SERVICES
101112-5202 General Fund 48460 04/11/2024 135925 1,519.00 HD SUPPLY FACILITIES MAINTENANCE 116 LANDSCAPE SUPPLIES - DURACELL

BATTERIES
101553-5520 General Fund 9224210066 04/11/2024 135926 43.48 HERALD PRINTING, LTD 2334 OFFICE SUPPLIES-PAYROLL #10 SEC

WINDOW ENVELOPES
101111-5500 General Fund 98868 04/11/2024 135927 941.62 HOME DEPOT CREDIT SERVICES 115 FM SUPPLIES-CH/GREENBELTPAD/CORD PROTECTOR/ETC101780-5520 General Fund 1040267 04/11/2024 135928 185.41 HOME DEPOT CREDIT SERVICES 115 A ST STAIRWELL SUPPLIESGOOFOFF/PAINT BRUSH SET/ET213781-5212 Housing Successor Agency Fund
2021515 04/11/2024 135928 63.76
HOME DEPOT CREDIT SERVICES 115 771 JANE DR REPAIRS-TUB

SPOUT/BLADES/SCKT ADTR/ETC
213781-5520 Housing Successor
Agency Fund
2021516 04/11/2024 135928 162.91
HOME DEPOT CREDIT SERVICES 115 FM SUPPLIES-CITY HALL-16 OUTLETS/20 WALLPLATES
101780-5520 General Fund 2043804 04/11/2024 135928 75.68 HOME DEPOT CREDIT SERVICES 115 FM SUPPLIES-MUSEUM RMDLSCREWS/PAINT/ANGLE/STAKES101780-5700 General Fund 3373820 04/11/2024 135928 132.59 HOME DEPOT CREDIT SERVICES 115 775 JANE DR REPAIRSWOOD/FRAMING CBS/SCKT

ADPTR/ET
213781-5520 Housing Successor
Agency Fund
360789 04/11/2024 135928 167.49
HOME DEPOT CREDIT SERVICES 115 WATER PLANT SUPPLIES-PROPANE 302561-5520 Water Plant Operations Fund
3825252 04/11/2024 135928 12.00
HOME DEPOT CREDIT SERVICES 115 FM SUPPLIES-BEACH REPAIRSGUAGED COPPER WIRE 101780-5520 General Fund 4392567 04/11/2024 135928 249.53 HOME DEPOT CREDIT SERVICES 115 FM SUPPLIES-HR OFFICE-MINI BLINDS
101780-5520 General Fund 4972230 04/11/2024 135928 116.46 HOME DEPOT CREDIT SERVICES 115 FM SUPPLIES-PW DEPT-15"X39'

INSULATION ROLL
101780-5520 General Fund 5354557 04/11/2024 135928 53.53 HOME DEPOT CREDIT SERVICES 115 FM SUPPLIES-MUSEUM RMDLTOGGLE SWITCH/WALLPLAT/ETC101780-5700 General Fund 7614160 04/11/2024 135928 38.01 Check No. 135926
Check Total: 43.48
Check No. 135927
Check Total: 941.62
Check No. 135928
Check Total: 18391.15
Agenda Item No. 08 Page 7 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
LAUTERBACH & ASSOCIATES INC 372 MARCH 2024 ENGINEERING

CONSULTING SERVICES
210780-5700 Grant Tracking
Fund
13720 17045 04/11/2024 135929 120.00
LAUTERBACH & ASSOCIATES INC 372 MARCH 2024 ENGINEERING

CONSULTING SERVICES
210780-5700 Grant Tracking
Fund
13720 17045 04/11/2024 135929 120.00
LAUTERBACH & ASSOCIATES INC 372 SV THRU 1/31/24 LANDSCAPE

DESIGN GUIDELINES UPDATE
101330-5204 General Fund 13725 17055 04/11/2024 135929 1,081.25 LOWE'S 1841 771 JANE DR REPAIRS-PAINT 213781-5520 Housing Successor Agency Fund
901112 04/11/2024 135930 41.18
LOWE'S 1841 LANDSCAPE SUPPLIES- PUMP N GO

ROUND UP SPRAY
101553-5520 General Fund 977646 04/11/2024 135930 207.40 LOWE'S 1841 FM SUPPLIES-MUSEUM RMDL-TRAP

FLEXFIX
101780-5700 General Fund 901654 04/11/2024 135931 30.42 LOWE'S 1841 FM SUPPLIES-MUSEUM RMDLTILE/TOG PLATE/ETC101780-5700 General Fund 981250 04/11/2024 135931 160.16 LOWE'S 1841 FM SUPPLIES-MUSEUM RMDLCONRETE/TEXTURE PAINT/ECT101780-5700 General Fund 989563 04/11/2024 135931 88.85 LOWE'S 1841 771 JANE DR SUPPLIESSTAIN/SCREWDRIVER/ROLLER/ETC101780-5520 General Fund 995215 04/11/2024 135931 212.19 LOWE'S 1841 771 JANE DR SUPPLIESSTAIN/SCREWDRIVER/ROLLER/ETC213781-5520 Housing Successor Agency Fund
995215 04/11/2024 135931 85.71
LOWE'S 1841 FM SUPPLIES-SWITCH BOX 101780-5520 General Fund 997235A 04/11/2024 135931 54.06 LOWE'S 1841 FM SUPPLIES-MUSEUM RMDLWOODFILER/PENCIL/ETC101780-5700 General Fund 997235B 04/11/2024 135931 82.01 MAGES, PATRICIA ANN 1045 APRIL 2024- DART VICTIM ADVOCATE

SERVICES
101441-5204 General Fund 04012024 04/11/2024 135932 375.00 Check No. 135932
Check Total: 375.00
Check No. 135933
Check No. 135929
Check Total: 2521.25
Check No. 135930
Check Total: 248.58
Check No. 135931
Check Total: 713.40
Check Total: 1257.37
Agenda Item No. 08 Page 8 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
MCCAIN, INC 1946 STREETS SUPPLIES-2070E

CONTROLLER CALTRANS/PROGRAM
204551-5523 Gas Tax Fund INV0278140 04/11/2024 135933 4,269.52 MCI COMM SERVICE 3498 805 488-1805 UTILITY BILL 101111-5300 General Fund 1805 03192024 04/11/2024 135934 35.46 MCI COMM SERVICE 3498 805 986-6516 UTILITY BILL 101111-5300 General Fund 6516 03192024 04/11/2024 135934 39.82 MCI COMM SERVICE 3498 805 986-6660 UTILITY BILL 101111-5300 General Fund 6660 03192024 04/11/2024 135934 35.79 MCQUEEN-LEGOHN, MARTHA 5473 TRAVEL REIMBURSEMENT-RDP
LOBBYING TRIP TO WA,D.C
101110-5411 General Fund 03282024

MCQUEEN
04/11/2024 135935 682.82
ODP BUSINESS SOLUTIONS, LLC 393 HR OFFICE SUPPLIESCUPS/SCRUBBER101115-5500 General Fund 357754968001 04/11/2024 135936 17.04 PAVEMENT COATINGS CO 4730 STREETS SUPPLIES-2 PCC
BUCKETS/10 SS-1H
204551-5524 Gas Tax Fund CCusI002806 04/11/2024 135937 139.43 PEREZ, JOSE 333 4/7/24 & 4/8/24 PDADM & PDPAT CAR
WASHES
101441-5215 General Fund 04082024-PD 04/11/2024 135938 475.00 PEREZ, JOSE 333 4/10/24/24 PWWW/PWSW CAR
WASHES
101554-5215 General Fund 04102024-PW 04/11/2024 135938 25.00 PEREZ, JOSE 333 4/10/24/24 PWWW/PWSW CAR
WASHES
101554-5215 General Fund 04102024-PW 04/11/2024 135938 25.00 PEREZ, JOSE 333 4/10/24/24 PWWW/PWSW CAR
WASHES
101554-5215 General Fund 04102024-PW 04/11/2024 135938 25.00 PEREZ, JOSE 333 4/10/24/24 PWWW/PWSW CAR
WASHES
101554-5215 General Fund 04102024-PW 04/11/2024 135938 25.00 PORTASTOR 3947 3/4/24-4/3/24 G-195 PD STORAGE

CONTAINER SERVICES
101442-5220 General Fund 420971 04/11/2024 135939 85.00 PORTASTOR 3947 3/4/24-4/3/24 STORAGE CONTAINER

SERVICES
101672-5220 General Fund 420934 04/11/2024 135940 164.00 PORTASTOR 3947 3/4/24-4/3/24 G-134 STORAGE

CONTAINER SERVICES
101672-5220 General Fund 420933 04/11/2024 135941 85.00 PRIME BUILDING MATERIALS INC 516 WATER SUPPLIES-STUCCO SAND 301560-5523 Water Operations Fund
328777 04/11/2024 135942 169.55
PRIME BUILDING MATERIALS INC 516 WATER SUPPLIES-PMB BASE 301560-5523 Water Operations Fund
328791 04/11/2024 135942 86.39
PROFORMA 416 FM OFFICE SUPPLIES-DAILY

RECORD FORMS
101780-5500 General Fund BI85012150A-B 04/11/2024 135943 462.55 Check No. 135941
Check Total: 85.00
Check No. 135942
Check Total: 255.94
Check No. 135943
Check No. 135938
Check Total: 575.00
Check No. 135939
Check Total: 85.00
Check No. 135940
Check Total: 164.00
Check No. 135935
Check Total: 682.82
Check No. 135936
Check Total: 17.04
Check No. 135937
Check Total: 139.43
Check Total: 4269.52
Check No. 135934
Check Total: 111.07
Agenda Item No. 08 Page 9 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
PSR ENVIRONMENTAL SERVICES, INC 557 2/17/24 MONTHLY UST UNDRGRND

FUEL TANKS INSPECTION
101554-5403 General Fund 11680 04/11/2024 135944 275.00 QUILL CORPORATION 417 WASTEWATER SAFETY SUPPLIESSIMPLE GREEN GALL BOTTL303562-5510 Wastewater Operations Fund
37836306 04/11/2024 135945 62.38
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040621-
001033348
04/11/2024 135946 276.84
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040675-
001028502
04/11/2024 135947 50.01
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000036549-
001016982
04/11/2024 135948 23.63
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000030005-
001017640
04/11/2024 135949 11.15
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000038645-
001018262
04/11/2024 135950 55.40
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000028699-
001019034
04/11/2024 135951 96.74
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000033881-
001033574
04/11/2024 135952 111.08
REFUND 99999 4/6/24 COMM CENTER RENTAL

SECURITY DEPOSIT REFUND
101000-2414 General Fund 04062024

RODARTE
04/11/2024 135953 500.00
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000007871-
001018464
04/11/2024 135954 39.80
Check No. 135953
Check Total: 500.00
Check No. 135954
Check Total: 39.80
Check No. 135955
Check No. 135950
Check Total: 55.40
Check No. 135951
Check Total: 96.74
Check No. 135952
Check Total: 111.08
Check No. 135947
Check Total: 50.01
Check No. 135948
Check Total: 23.63
Check No. 135949
Check Total: 11.15
Check No. 135944
Check Total: 275.00
Check No. 135945
Check Total: 62.38
Check No. 135946
Check Total: 276.84
Check Total: 462.55
Agenda Item No. 08 Page 10 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
REFUND 99999 SIGN PERMIT #PHS-23-4 PLAN

REVIEW FEE REFUND
101000-2407 General Fund 49911 04/11/2024 135955 8.65
REFUND 99999 SIGN PERMIT #PHS-23-4 PLAN

REVIEW FEE REFUND
101000-4301 General Fund 49911 04/11/2024 135955 12.11
REFUND 99999 SIGN PERMIT #PHS-23-4 PLAN

REVIEW FEE REFUND
101000-4400 General Fund 49911 04/11/2024 135955 173.00 REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040057-
001017578
04/11/2024 135956 93.44
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040721-
001023824
04/11/2024 135957 44.05
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000013547-
001021152
04/11/2024 135958 18.49
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000039145-
001023256
04/11/2024 135959 55.64
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000021507-
001033064
04/11/2024 135960 21.03
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000030291-
001018646
04/11/2024 135961 24.58
REFUND 99999 CUST ACCT CLOSEDWATER/SEWAGE/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000014383-
001021672
04/11/2024 135962 42.53
RINCON CONSULTANTS, INC. 2153 MAR'24 BUBBLING SPRINGS

ROUTINE MAINT AGREEMENT
201556-5700 Drainage Assmnt
District Fund
18520 55799 04/11/2024 135963 4,883.75
RINCON CONSULTANTS, INC. 2153 GENERAL PLAN UPDATE SERVICES 2/1/24-2/29/24
101330-5204 General Fund 20240094 55165 04/11/2024 135964 16,844.00 RUSH TRUCK CENTER, SYLMAR 4448 AUTOMOTIVE REPAIRS-PWSW V9127-

ENGINE SERVICES
101554-5215 General Fund 3036192504 04/11/2024 135965 625.00 RUSH TRUCK CENTER, SYLMAR 4448 AUTOMOTIVE REPAIRS-PWSW V9128-

ECM UPDATE
101554-5215 General Fund 3036257408 04/11/2024 135965 581.55 Check No. 135965
Check No. 135962
Check Total: 42.53
Check No. 135963
Check Total: 4883.75
Check No. 135964
Check Total: 16844.00
Check No. 135959
Check Total: 55.64
Check No. 135960
Check Total: 21.03
Check No. 135961
Check Total: 24.58
Check No. 135956
Check Total: 93.44
Check No. 135957
Check Total: 44.05
Check No. 135958
Check Total: 18.49
Check Total: 193.76
Agenda Item No. 08 Page 11 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
RUSH TRUCK CENTER, SYLMAR 4448 AUTOMOTIVE REPAIRS-PWSW V9134-

BLOWER/AC
101554-5215 General Fund 3036268169 04/11/2024 135965 599.38 RUSH TRUCK CENTER, SYLMAR 4448 AUTOMOTIVE REPAIRS-PWSW V9126-

ECM UPDATE
101554-5215 General Fund 3036283816 04/11/2024 135965 581.55 RUSH TRUCK CENTER, SYLMAR 4448 AUTOMOTIVE REPAIRS-PWSW V9125-

ECM UPDATE/GAUGES
101554-5215 General Fund 3036285813 04/11/2024 135965 844.62 RUSH TRUCK CENTER, SYLMAR 4448 AUTOMOTIVE REPAIRS-PWSW V9128-

SHAFT/RETAINING RING
101554-5523 General Fund 3036372168 04/11/2024 135965 34.40 RUSH TRUCK CENTER, SYLMAR 4448 AUTOMOTIVE REPAIRS-PWSW V9123-

SPEEDOMETER
101554-5215 General Fund 3036441461 04/11/2024 135965 4,880.44 RUSH TRUCK CENTER, SYLMAR 4448 AUTOMOTIVE REPAIRS-PWSW V9123-

WIRE ASSY/CIRCUIT BD
101554-5523 General Fund 3036495177 04/11/2024 135965 4,124.78 RUSH TRUCK CENTER, SYLMAR 4448 AUTOMOTIVE REPAIRS-PWSW V9124- SWITCH
101554-5523 General Fund 3036736037 04/11/2024 135965 85.80 SHRED-IT, C/O STERICYCLE, INC 4959 MARCH 2024 DOCUMENT

SHREDDING SERVICES
101442-5204 General Fund 8006692448 04/11/2024 135966 376.96 SOUTHERN CALIFORNIA GAS CO 96 087 114 1927 8 UTILITY BILL -841

JANE DR
213781-5300 Housing Successor
Agency Fund
1927 8 03152024 04/11/2024 135967 147.33
SOUTHERN CALIFORNIA GAS CO 96 066 014 8579 9 UTILITY BILL-323 E C STREET
213781-5300 Housing Successor
Agency Fund
8579 7 03142024 04/11/2024 135968 15.32
SOUTHERN CALIFORNIA GAS CO 96 017 714 8738 4 UTILITY BILL- 220

MARKET ST
101111-5300 General Fund 8738 4 03142024 04/11/2024 135969 51.37 SOUTHERN CALIFORNIA EDISON 177 700125271197 ELECTRICITY UTIL BILLAB719 C.I BLVD202557-5300 Street Light Assmnt Distr Fund
1197 04012024 04/11/2024 135970 86.93
SOUTHERN CALIFORNIA EDISON 177 700022317623 UTILITY BILLBARD/SUNKIST LIGHTS202557-5300 Street Light Assmnt Distr Fund
7623 04062024 04/11/2024 135971 165.57
SOUTHERN CALIFORNIA EDISON 177 700327684030 ELECTRICITY UTILITY BILL-550 PARK AVE
101672-5300 General Fund 4030 04032024 04/11/2024 135972 815.76 SOUTHERN CALIFORNIA EDISON 177 700117220504 PHWA UTILITY BILL5751 PERKINS RD302561-5300 Water Plant Operations Fund
0504 03202024 04/11/2024 135973 15,909.27
SOUTHERN CALIFORNIA EDISON 177 700117220504 PHWA UTILITY BILL5751 PERKINS RD302561-5300 Water Plant Operations Fund
0504 02202024 04/11/2024 135974 14,407.19
Check No. 135974
Check Total: 14407.19
Check No. 135971
Check Total: 165.57
Check No. 135972
Check Total: 815.76
Check No. 135973
Check Total: 15909.27
Check No. 135968
Check Total: 15.32
Check No. 135969
Check Total: 51.37
Check No. 135970
Check Total: 86.93
Check Total: 12357.52
Check No. 135966
Check Total: 376.96
Check No. 135967
Check Total: 147.33
Agenda Item No. 08 Page 12 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
SUNRIDGE LANDSCAPE MAINTENANCE, INC 4586 MAR'24 LANDSCAPE MAINTENANCE323 EAST C STREET213781-5212 Housing Successor Agency Fund
3391 04/11/2024 135975 154.50
NANCY K BOHL INCORPORATED 3035 APRIL 2024 EMPLOYEE SUPPORT

SERVICES
101440-5204 General Fund 91012 04/11/2024 135976 650.00 TOTAL BARRICADE SERVICE 449 WASTEWATER EMERGENCYTRAFFIC CONTROL303562-5204 Wastewater Operations Fund
60959 04/11/2024 135977 300.00
TRAFFIC TECHNOLOGIES LLC 1021 REFUSE SUPPLIES-STREET
SWEEPING "NO PARKING" SIGNS
304563-5520 Solid Waste
Operations Fund
46961 04/11/2024 135978 4,041.70
TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS UTIL BILL

CONVERSION SERVICES
303562-5700 Wastewater
Operations Fund
13865 045-459408 04/11/2024 135979 2,225.00
TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS UTIL BILL

CONVERSION SERVICES
304563-5700 Solid Waste
Operations Fund
13865 045-459408 04/11/2024 135979 2,225.00
TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS UTIL BILL

CONVERSION SERVICES
101111-5700 General Fund 13865 045-459408 04/11/2024 135979 2,225.00 TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS UTIL BILL

CONVERSION SERVICES
301560-5700 Water Operations
Fund
13865 045-459408 04/11/2024 135979 2,225.00
TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 101111-5700 General Fund 13865 045-461222 04/11/2024 135979 740.00 TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 304563-5700 Solid Waste Operations Fund
13865 045-461222 04/11/2024 135979 740.00
TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 303562-5700 Wastewater Operations Fund
13865 045-461222 04/11/2024 135979 740.00
TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 301560-5700 Water Operations Fund
13865 045-461222 04/11/2024 135979 740.00
TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 301560-5700 Water Operations Fund
13865 045-461223 04/11/2024 135980 1,665.00
TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 303562-5700 Wastewater Operations Fund
13865 045-461223 04/11/2024 135980 1,665.00
TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 101111-5700 General Fund 13865 045-461223 04/11/2024 135980 1,665.00 TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 304563-5700 Solid Waste Operations Fund
13865 045-461223 04/11/2024 135980 1,665.00
USABLUEBOOK 600 WASTEWATER SUPPLIES-MARKET

STATION PIPE MOUNTS
303562-5526 Wastewater
Operations Fund
INV00312837 04/11/2024 135981 353.89
USABLUEBOOK 600 WATER PLANT SUPPLIESDECHLORINATION TABLETS302561-5520 Water Plant Operations Fund
INV00314300 04/11/2024 135981 469.74
USABLUEBOOK 600 WATER PLANT SUPPLIES-FLOAT
SWITCH
302561-5520 Water Plant
Operations Fund
INV00320385 04/11/2024 135981 100.46
USABLUEBOOK 600 WATER SUPPLIES-REAGENT

SETS/AMMONIA MONOCHLORAMINE
302561-5520 Water Plant
Operations Fund
INV00320997 04/11/2024 135981 604.25
Check No. 135980
Check Total: 6660.00
Check No. 135981
Check Total: 1528.34
Check No. 135982
Check No. 135977
Check Total: 300.00
Check No. 135978
Check Total: 4041.70
Check No. 135979
Check Total: 11860.00
Check No. 135975
Check Total: 154.50
Check No. 135976
Check Total: 650.00
Agenda Item No. 08 Page 13 of 39 CC Agenda 05-06-2024
Disbursements for 4/11/2024 Attachment A
4/26/2024
Accounts Payable Check Register
VENTURA COUNTY STAR 546 FEB'24 PUBLICATIONS-PHN -

CANNABIS ORDINANCE
101113-5203 General Fund 0006276054A 04/11/2024 135982 209.74 VENTURA COUNTY STAR 546 FEB'24 PUBLICATIONS-PHN -

CANNABIS ORDINANCE
101000-4400 General Fund 0006276054B 04/11/2024 135982 513.35 VENTURA COUNTY STAR 546 MAR'24 PUBLICATIONS-PUBLIC
NOTICE
101113-5203 General Fund 0006341758A 04/11/2024 135982 234.45 VERIZON BUSINESS SERVICES 3503 SV193394 UTILITY BILL 101111-5300 General Fund 72837213 04/11/2024 135983 1,005.65 VERIZON BUSINESS SERVICES 3503 SV731843 UTILITY BILL 101111-5300 General Fund 72865826 04/11/2024 135984 45.14 VERIZON BUSINESS SERVICES 3503 SV193395 UTILITY BILL 101111-5300 General Fund 72863431 04/11/2024 135985 255.18 VERIZON BUSINESS SERVICES 3503 SV193394 UTILITY BILL 101111-5300 General Fund 72863878 04/11/2024 135986 1,005.65 VERIZON BUSINESS SERVICES 3503 SV193393 UTILITY BILL 101111-5300 General Fund 72863765 04/11/2024 135987 81.12 WELLS FARGO BANK 2198 TRUSTEE FEE-ACCT# 22265100 -
PORT HUENEME POB 07 A
401111-5806 Pension Obligation
Bonds Fund
2324179 04/11/2024 135988 2,500.00
WESTERN EXTERMINATOR CO 211 RODENT CONTROL MAINTENANCEPIER/BATHROOMS/LFGRD101780-5212 General Fund 58428639 04/11/2024 135989 58.55 WESTERN EXTERMINATOR CO 211 RODENT CONTROL MAINTENANCEPIER/BATHROOMS/LFGRD101780-5212 General Fund 58428640 04/11/2024 135989 58.55 YAMA LAWNMOVER, INC 4843 LANDSCAPE - STRING TRIMMERS

CHAINSAW BARS/CHAINS
101553-5523 General Fund 5009 04/11/2024 135990 813.16
YAMA LAWNMOVER, INC 4843 LANDSCAPE - STRING TRIMMERS

CHAINSAW BARS/CHAINS
101553-5526 General Fund 5009 04/11/2024 135990 1,198.00 Grand Total 180,200.17
Check No. 135989
Check Total: 117.10
Check No. 135990
Check Total: 2011.16
Check No. 135986
Check Total: 1005.65
Check No. 135987
Check Total: 81.12
Check No. 135988
Check Total: 2500.00
Check No. 135983
Check Total: 1005.65
Check No. 135984
Check Total: 45.14
Check No. 135985
Check Total: 255.18
Check Total: 957.54
Agenda Item No. 08 Page 14 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Accounts Payable Check Register
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount 5 POINTS SMOG 2849 SMOG TEST FOR FACILITIES VEHICLE
4111
101554-5403 General Fund 66475 04/19/2024 135991 31.75
ADAMS, LINETTE 688 TRAVEL REIMBURSEMENT-CALNENA

ANNUAL TRAINING CONF
101442-5411 General Fund 04162024 ADAMS 04/19/2024 135992 1,322.27 ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.47
ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.47
ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.47
ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.45
ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.47
ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.47
ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.47
ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.47
ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.47
ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.47
ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.47
ALL-PHASE ELECTRIC 10 ELECTRICAL UPGRADES TO WELL
5A BUBBLING SPRINGS
210780-5700 Grant Tracking
Fund
5665-1050531 04/19/2024 135993 3.47
AMARO, KIM 5521 TRAVEL REIMBURSEMENTAMERICAN NIGHTMARE DISCUSSION101441-5411 General Fund 04192024 AMARO 04/19/2024 135994 103.00 AQUA-FLO SUPPLY 260 LANDSCAPE SUPPLIES-TREE

TIES/ROOT BARRIER PANELS
101553-5520 General Fund SI2293261 04/19/2024 135995 572.32 ARAMSCO, INC 5006 LANDSCAPE SUPPLIES-TRASH
LINERS
101553-5520 General Fund S6352156.002 04/19/2024 135996 130.71 ASWELL TROPHY 27 DOTY AWARD - SAMANTHA DURAN 101442-5203 General Fund 171331 04/19/2024 135997 151.80 AUTOMATIONDIRECT.COM INC 3112 STORM DAMAGE SUPPLIES-CIRCUIT

BREAKERS/TRANSDUCERS
101111-5250 General Fund 13581066-PRF 04/19/2024 135998 1,177.76 Check No. 135991
Check Total: 31.75
Check No. 135992
Check Total: 1322.27
Check No. 135993
Check Total: 41.62
Check No. 135994
Check Total: 103.00
Check No. 135995
Check Total: 572.32
Check No. 135996
Check Total: 130.71
Check No. 135997
Check Total: 151.80
Check No. 135998
Check Total: 1177.76
Check No. 135999
Agenda Item No. 08 Page 15 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount BARNES FLEET SERVICE 4530 AUTOMOTIVE DPF
PNEUMATIC&THERMAL CLEANINGPWS 2133
101554-5403 General Fund 13354 04/19/2024 135999 375.00 BATES, RYAN 615 TRAVEL REIMBURSEMENTCOMMERCIAL VEHICLE

ENFORCEMNT
101440-5411 General Fund 04192024 BATES 04/19/2024 136000 296.00 BENEFIT COORDINATORS CORPORATION 5282 MAY 2024 DENTAL PREMIUMS 501000-2242 Payroll Clearing Fund
B0DDRM 04/19/2024 136001 7,835.40
BLACK GOLD INDUSTRIES 279 WASTEWATER FORCEMAIN BREAK

DEBRIS DISPOSAL SERVICE
303562-5700 Wastewater
Operations Fund
4636RV 04/19/2024 136002 3,230.50
BRINKS INC 2924 APRIL 2024 TRANSPORT SERVICES 101111-5204 General Fund 12567529 04/19/2024 136003 666.16 BRINKS INC 2924 MARCH 2024 TRANSPORT SERVICES 101111-5204 General Fund 6464698 04/19/2024 136003 310.29 CANON FINANCIAL SERVICES, INC 3733 668326-1 COPIER - MARCH 2024

SERVICES
101670-5220 General Fund 32256668 04/19/2024 136004 68.06 CANON FINANCIAL SERVICES, INC 3733 001-0668326-005 CD COPIER SERVICES -3/10/24-4/9/24
101330-5220 General Fund 32282306 04/19/2024 136005 150.81 CANON FINANCIAL SERVICES, INC 3733 001-0668326-009 HR COPIER SERVICES - MARCH 2024
101115-5220 General Fund 32256667 04/19/2024 136006 242.71 CAPITAL INDUSTRIAL MEDICAL SUPPLY CO. 5689 PUBLIC WORKS FIRST AID KITS 101554-5520 General Fund 34-103134 04/19/2024 136007 786.49 CAPITAL INDUSTRIAL MEDICAL SUPPLY CO. 5689 PUBLIC WORKS FIRST AID KITS 303562-5510 Wastewater Operations Fund
34-103134 04/19/2024 136007 285.62
CAPITAL INDUSTRIAL MEDICAL SUPPLY CO. 5689 PUBLIC WORKS FIRST AID KITS 301560-5510 Water Operations Fund
34-103134 04/19/2024 136007 116.73
CAPITAL INDUSTRIAL MEDICAL SUPPLY CO. 5689 PUBLIC WORKS FIRST AID KITS 304563-5510 Solid Waste Operations Fund
34-103134 04/19/2024 136007 116.74
CCP INDUSTRIES 4688 LANDSCAPE SUPPLIES-NITRILE

POWDER FREE XL GLOVES
101553-5510 General Fund IN03527457 04/19/2024 136008 92.87 CHAPIN'S 302 EQUIP RNTL-VANDALISM REPAIR-SS

FLOOD CNTRL STATION
101555-5601 General Fund 248872 04/19/2024 136009 273.29 Check Total: 375.00
Check No. 136000
Check Total: 296.00
Check No. 136001
Check Total: 7835.40
Check No. 136002
Check Total: 3230.50
Check No. 136003
Check Total: 976.45
Check No. 136004
Check Total: 68.06
Check No. 136005
Check Total: 150.81
Check No. 136006
Check Total: 242.71
Check No. 136007
Check Total: 1305.58
Check No. 136008
Check Total: 92.87
Check No. 136009
Check Total: 273.29
Check No. 136010
Agenda Item No. 08 Page 16 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount CHARLES ABBOTT ASSOCIATES, INC 4671 BUILDING & SAFETY

INSPECTION/PLAN CHECK

CONSULTING
101331-5204 General Fund 20240043 67188 04/19/2024 136010 13,945.26 CHAVEZ, JESUS 2772 TRAVEL REIMBURSEMENTAMERICAN NIGHTMARE DISCUSSION101441-5411 General Fund 04192024 CHAVEZ 04/19/2024 136011 103.00 CIBCSD 231 FY 24 CROSS BASE PIPELINE USAGE

AGREEMENT
301560-5204 Water Operations
Fund
20240151 102 04/19/2024 136012 36,155.00
CLEAN HARBORS ENV. SERVICES 1302 MARCH 8-9, 2024 WASTE

COLLECTION SERVICES
304563-5204 Solid Waste
Operations Fund
1004991915 04/19/2024 136013 199.00
CLEAN HARBORS ENV. SERVICES 1302 FEBRUARY 9-10, 2024 WASTE

COLLECTION SERVICES
304563-5204 Solid Waste
Operations Fund
1004961600 04/19/2024 136014 199.00
COASTLINE EQUIPMENT 309 AUTOMOTIVE REPAIRS-PWL VEH
5261-OIL COOLER
101554-5523 General Fund 1120682 04/19/2024 136015 451.35 COUNTY OF VENTURA IT SVCS DEPT 457 AP08 PERIOD IT SERVICES - FEBRUARY 2024
101333-5204 General Fund INV0299593 04/19/2024 136016 32.37 DCH THOUSAND OAKS-F, INC 5445 AUTOMOTIVE REPAIRS- LFGD 11107-

AIR BAG/LIGHTS/ETC
101554-5215 General Fund 901395 04/19/2024 136017 954.00 DEPARTMENT OF JUSTICE ACCT OFFICE 323 MARCH 2024 LIVESCAN

FINGERPRINTS
101115-5204 General Fund 729096 04/19/2024 136018 392.00 DIAMOND D'S CONCRETE CUTTING 4933 WATER PLANT SUPPLIES-CORE

DRILL CONCRETE
302561-5204 Water Plant
Operations Fund
02912 04/19/2024 136019 800.00
DIVERSIFIED MINERALS, INC 5018 WATER SUPPLIES-CONCRETE-BARD & 8TH VALVE REPAIR
301560-5523 Water Operations
Fund
65337 04/19/2024 136020 322.99
DIVISION OF THE STATE ARCHITECT 3722 DSA QUARTERLY SB-1186 FEE JAN 2024-MAR 2024
101000-2406 General Fund 04152024 JAN24-
DEC24
04/19/2024 136021 47.60
DIVISION OF THE STATE ARCHITECT 3722 DSA QUARTERLY SB-1186 FEE OCT 2023-DEC 2023
101000-2406 General Fund 04152024 OCT23-
DEC23
04/19/2024 136022 112.80
Check Total: 13945.26
Check No. 136011
Check Total: 103.00
Check No. 136012
Check Total: 36155.00
Check No. 136013
Check Total: 199.00
Check No. 136014
Check Total: 199.00
Check No. 136015
Check Total: 451.35
Check No. 136016
Check Total: 32.37
Check No. 136017
Check Total: 954.00
Check No. 136018
Check Total: 392.00
Check No. 136019
Check Total: 800.00
Check No. 136020
Check Total: 322.99
Check No. 136021
Check Total: 47.60
Check No. 136022
Check Total: 112.80
Check No. 136023
Agenda Item No. 08 Page 17 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount DIVISION OF THE STATE ARCHITECT 3722 DSA QUARTERLY SB-1186 FEE JUL23- SEP23
101000-2406 General Fund 04152024 JUL23-
SEP23
04/19/2024 136023 148.40
DIVISION OF THE STATE ARCHITECT 3722 DSA QUARTERLY SB-1186 FEE APR 2023-JUN 2023
101000-2406 General Fund 04152024 APR23-
JUN23
04/19/2024 136024 73.20
DIVISION OF THE STATE ARCHITECT 3722 DSA QUARTERLY SB-1186 FEE JAN 2023-MAR 2023
101000-2406 General Fund 04152024 JAN23-
MAR23
04/19/2024 136025 111.20
DURAN TIRE LLC 5622 AUTOMOTIVE REPAIRS-PWSW 9134-
TIRES
101554-5520 General Fund 777 04/19/2024 136026 1,565.92 DURAN, SAMANTHA 5476 TRAVEL REIMBURSEMENT-PUBLIC

SFTY DISPATCHR ACADEMY
101442-5411 General Fund 04152024 DURAN 04/19/2024 136027 1,053.00 FAMCON PIPE SUPPLY INC 337 WASTEWATER FORCEMAIN BREAK

EMERGENCY REPAIR CLAMP
303562-5700 Wastewater
Operations Fund
S100123236.001 04/19/2024 136028 3,803.09
FAMCON PIPE SUPPLY INC 337 WASTEWATR SUPPLIES-WW

FORCEMAIN BREAK-COUPLINGS/ET
303562-5700 Wastewater
Operations Fund
20240147 S100123341.001 04/19/2024 136029 7,885.39
FGL ENVIRONMENTAL 339 BACTI/MISC WATER QUALITY

ANALYSIS COPH
301560-5230 Water Operations
Fund
20240012 404591A 04/19/2024 136030 65.00
FRONTIER COMMUNICATIONS 4230 209-150-4426-011398-5 UTILITY BILLPHWA PHONE302561-5300 Water Plant Operations Fund
398-5 03102024 04/19/2024 136031 111.17
FRONTIER COMMUNICATIONS 4230 209-151-1418-081081-5 UB-FLOOD

CONTROL STATION
101555-5300 General Fund 081-5 03102024 04/19/2024 136032 43.23 FRONTIER COMMUNICATIONS 4230 805-271-0360-111820-5 UTILITY BILL 301560-5300 Water Operations Fund
820-5 03182024 04/19/2024 136033 102.28
FRONTIER COMMUNICATIONS 4230 805-271-0360-111820-5 UTILITY BILL 303562-5300 Wastewater Operations Fund
820-5 03182024 04/19/2024 136033 102.29
FRONTIER COMMUNICATIONS 4230 805-271-0360-111820-5 UTILITY BILL 304563-5300 Solid Waste Operations Fund
820-5 03182024 04/19/2024 136033 102.29
FRONTIER COMMUNICATIONS 4230 805-488-2884-040888-5 UTILITY BILL 101111-5300 General Fund 888-5 04102024 04/19/2024 136034 125.68 FRONTIER COMMUNICATIONS 4230 209-151-1418-081081-5 UB-FLOOD

CONTROL STATION
101555-5300 General Fund 081-5 04102024 04/19/2024 136035 43.23 Check Total: 148.40
Check No. 136024
Check Total: 73.20
Check No. 136025
Check Total: 111.20
Check No. 136026
Check Total: 1565.92
Check No. 136027
Check Total: 1053.00
Check No. 136028
Check Total: 3803.09
Check No. 136029
Check Total: 7885.39
Check No. 136030
Check Total: 65.00
Check No. 136031
Check Total: 111.17
Check No. 136032
Check Total: 43.23
Check No. 136033
Check Total: 306.86
Check No. 136034
Check Total: 125.68
Check No. 136035
Agenda Item No. 08 Page 18 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount FRONTIER COMMUNICATIONS 4230 209-150-4426-011398-5 UTILITY BILLPHWA PHONE302561-5300 Water Plant Operations Fund
398-5 04102024 04/19/2024 136036 111.17
FRONTIER COMMUNICATIONS 4230 805-488-2633-040689-5 UTILITY BILL 101111-5300 General Fund 689-5 04072024 04/19/2024 136037 162.41 FRONTIER COMMUNICATIONS 4230 805-240-1864-010917-5 UTILITY BILL 101111-5300 General Fund 917-5 04022024 04/19/2024 136038 155.98 FRONTIER COMMUNICATIONS 4230 209-118-7935-072403-5 UTILITY BILL 101111-5300 General Fund 403-5 04042024 04/19/2024 136039 547.10 FRONTIER COMMUNICATIONS 4230 805-197-0917-060623-5 UTILITY BILL 302561-5300 Water Plant Operations Fund
623-5 04062024 04/19/2024 136040 620.00
GALVAN, MICHAEL 801 TRAVEL REIMBURSEMENT-CALNENA

ANNUAL TRAINING CONF
101442-5411 General Fund 04162024 GALVAN 04/19/2024 136041 1,371.77 GAMA, STEVEN 5189 MARCH 2024 HEALTH INSURANCE

REIMBURSEMENT- GAMA
101110-5160 General Fund 04152024 GAMA 04/19/2024 136042 224.78 GAMA, STEVEN 5189 PURCHASE & MILEAGE

REIMBURSEMENT-CAL CITIES
101110-5411 General Fund 02272024-GAMA 04/19/2024 136043 146.22 GOVINVEST, INC. 5298 PENSION MODULE ANNUAL SUB
(3/23/24 TO 3/22/25)
101111-5204 General Fund 20240153 2024-5141 04/19/2024 136044 2,342.81 GOVINVEST, INC. 5298 PENSION MODULE ANNUAL SUB
(3/23/24 TO 3/22/25)
101000-1300 General Fund 20240153 2024-5141 04/19/2024 136044 7,028.44 GUTIERREZ, RAY 5113 TRAVEL REIMBURSEMENT-LEAGUE

OF CA CITIES
101550-5411 General Fund 04052024

GUTIERREZ
04/19/2024 136045 533.80
HD SUPPLY FACILITIES MAINTENANCE 116 FM JANITORIAL SUPPLIES-CITY HALLDISINFECTANT/TP101780-5520 General Fund 9224886777 04/19/2024 136046 1,198.79 HERALD PRINTING, LTD 2334 AUTOMOTIVE SUPPLIES-BUSINESS

CARDS-C ZAMBRANO
101554-5203 General Fund 99950 04/19/2024 136047 292.82 Check Total: 43.23
Check No. 136036
Check Total: 111.17
Check No. 136037
Check Total: 162.41
Check No. 136038
Check Total: 155.98
Check No. 136039
Check Total: 547.10
Check No. 136040
Check Total: 620.00
Check No. 136041
Check Total: 1371.77
Check No. 136042
Check Total: 224.78
Check No. 136043
Check Total: 146.22
Check No. 136044
Check Total: 9371.25
Check No. 136045
Check Total: 533.80
Check No. 136046
Check Total: 1198.79
Check No. 136047
Check Total: 292.82
Check No. 136048
Agenda Item No. 08 Page 19 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount HERNANDEZ, LAURA 4723 TRAVEL REIMBURSEMENT-RDP
LOBBYING TRIP TO WA,D.C
101110-5411 General Fund 04172024

HERNANDEZ
04/19/2024 136048 1,368.45
HOME DEPOT CREDIT SERVICES 115 249 A STREET SUPPLIESFOUNDATION VENTS/ETC213781-5520 Housing Successor Agency Fund
5040780 04/19/2024 136049 51.71
HOUSE SANITARY SUPPLY INC 118 FM JANITORIAL SUPPLIES-CITY HALLTOILET TISSUE101780-5520 General Fund 290519 04/19/2024 136050 895.07 HYDRAULIC SOLUTIONS & SUPPLIES, LLC 5170 AUTOMOTIVE SUPPLIES-PWSW V9112-RUBBER LATCHES
101554-5523 General Fund 127107 04/19/2024 136051 60.27 JOHNSON, CHRISTIE 5127 MAR'24 SENIOR NUTRITION MEAL

DELIVERIES
210670-5234 Grant Tracking
Fund
04112024-MAR24 04/19/2024 136052 4.02
KABEL, SUE 4984 MAR'24 SENIOR NUTRITION MEAL

DELIVERIES
210670-5234 Grant Tracking
Fund
04112024-MAR24 04/19/2024 136053 13.40
LAUTERBACH & ASSOCIATES INC 372 MARCH 2024 ADD'L ENGINEERING

CONSULTING SERVICES
101780-5700 General Fund 18540 20-220601- 04/19/2024 136054 285.00 LINCOLN NATIONAL LIFE INSURANCE CO 2567 MAY 2024 DENTAL PREMIUMS-REF# 4691331368
501000-2242 Payroll Clearing
Fund
3947 04112024 04/19/2024 136055 349.56
LOWE'S 1841 771 JANE DR REPAIRS-GATE KIT/DRY

REDWOOD
213781-5520 Housing Successor
Agency Fund
901248 04/19/2024 136056 80.84
LOWE'S 1841 LANDSCAPE SUPPLIES- CORONA

FORGED LOPPERS
101553-5520 General Fund 987734 04/19/2024 136056 622.51 LOWE'S 1841 249 E A STREET SUPPLIES-WHITE
BASE
213781-5520 Housing Successor
Agency Fund
901250 04/19/2024 136057 33.91
MANN, JACKIE 4101 MAR'24 SENIOR NUTRITION MEAL

DELIVERIES
210670-5234 Grant Tracking
Fund
04112024-MAR24 04/19/2024 136058 10.72
MARTINEZ, ANTHONY 5504 TRAVEL REIMBURSEMENTCOMMERCIAL VEHICLE

ENFORCEMNT
101440-5411 General Fund 04192024

MARTINEZ
04/19/2024 136059 296.00
Check Total: 1368.45
Check No. 136049
Check Total: 51.71
Check No. 136050
Check Total: 895.07
Check No. 136051
Check Total: 60.27
Check No. 136052
Check Total: 4.02
Check No. 136053
Check Total: 13.40
Check No. 136054
Check Total: 285.00
Check No. 136055
Check Total: 349.56
Check No. 136056
Check Total: 703.35
Check No. 136057
Check Total: 33.91
Check No. 136058
Check Total: 10.72
Check No. 136059
Check Total: 296.00
Check No. 136060
Agenda Item No. 08 Page 20 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount MILNER-VILLA CONSULTING 3036 MAR'24 PROFESSIONAL

CONSULTING SERVICES
302561-5204 Water Plant
Operations Fund
20240134 2024-PHWAOS00204/19/2024 136060 3,010.00
RICARDO MIRANDA 5696 TRAVEL REIMBURSEMENTAMERICAN NIGHTMARE DISCUSSION101441-5411 General Fund 04192024

MIRANDA
04/19/2024 136061 103.00
MONTELONGO, FRANK 2216 TRAVEL REIMBURSEMENT-CAPE

ANNUAL CONFERENCE
101442-5411 General Fund 04152024

FMONTELONGO
04/19/2024 136062 256.00
NATIONAL BUSINESS FURNITURE, LLC 2221 COMM DEV STORM DAMAGED

REPLACEMENT FURNITURE
101111-5250 General Fund 20240148 MK603132 04/19/2024 136063 10,898.84 ODP BUSINESS SOLUTIONS, LLC 393 OFFICE SUPPLIESHIGHLIGHTERS/PAPER/TONER/BATTE RIES
101220-5500 General Fund 358732238001 04/19/2024 136064 229.17 ODP BUSINESS SOLUTIONS, LLC 393 OFFICE SUPPLIESHIGHLIGHTERS/PAPER/TONER/BATTE RIES
101111-5500 General Fund 358732238001 04/19/2024 136064 274.94 ODP BUSINESS SOLUTIONS, LLC 393 OFFICE SUPPLIES-TONER-VARIOUS

FINANCE PRINTERS
101220-5500 General Fund 353910754001 04/19/2024 136065 716.27 PACIFIC PARKING SYSTEMS, INC 1035 MODEM & SIM FOR PARKING

MACHINE
101553-5540 General Fund 16785 04/19/2024 136066 169.14 PACIFIC PARKING SYSTEMS, INC 1035 PARKING MACHINE 5 REPAIR PARTC2 CONTROLLER101553-5540 General Fund 16790 04/19/2024 136066 3,927.79 PEREZ, JOSE 333 4/8/24 CD CAR WASHES-CODE

ENF/PRK ENF/CITY ADM
101554-5215 General Fund 04082024-CD 04/19/2024 136067 25.00 PEREZ, JOSE 333 4/8/24 CD CAR WASHES-CODE

ENF/PRK ENF/CITY ADM
101554-5215 General Fund 04082024-CD 04/19/2024 136067 25.00 PEREZ, JOSE 333 4/15/24 PDADM & PDPAT CAR
WASHES
101441-5215 General Fund 04152024-PD 04/19/2024 136067 375.00 PRIME BUILDING MATERIALS INC 516 PWWW-VNDLISM REPAIR-SS FLOOD

CNTRL STATION-BASKETS
101555-5601 General Fund 328913 04/19/2024 136068 563.25 PRIME BUILDING MATERIALS INC 516 249 E A STREET REPAIRSSTEPSTONE PALLET/AGG/ETC213781-5520 Housing Successor Agency Fund
328920 04/19/2024 136068 1,245.48
Check Total: 3010.00
Check No. 136061
Check Total: 103.00
Check No. 136062
Check Total: 256.00
Check No. 136063
Check Total: 10898.84
Check No. 136064
Check Total: 504.11
Check No. 136065
Check Total: 716.27
Check No. 136066
Check Total: 4096.93
Check No. 136067
Check Total: 500.00
Check No. 136068
Check Total: 1808.73
Check No. 136069
Agenda Item No. 08 Page 21 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount QUADIENT FINANCE USA, INC. 4689 POSTAGE MACHINE REPLENISH 101111-5501 General Fund 0728 03102024 04/19/2024 136069 1,500.00 QUILL CORPORATION 417 PW OFFICE SUPPLIES DISCOUNT

MEMBERSHIP FEE
303562-5402 Wastewater
Operations Fund
37280158 04/19/2024 136070 25.37
QUILL CORPORATION 417 PW OFFICE SUPPLIES DISCOUNT

MEMBERSHIP FEE
304563-5500 Solid Waste
Operations Fund
37280158 04/19/2024 136070 25.37
QUILL CORPORATION 417 PW OFFICE SUPPLIES DISCOUNT

MEMBERSHIP FEE
301560-5223 Water Operations
Fund
37280158 04/19/2024 136070 25.37
QUILL CORPORATION 417 WASTEWATER OFFICE SUPPLIESTAPE/PAPER101555-5500 General Fund 38004491 04/19/2024 136070 42.61 RADWELL INTERNATIONAL, INC 4456 REPAIR ALLEN BRADLEY AC DRIVE 302561-5520 Water Plant Operations Fund
20240118 34385779 04/19/2024 136071 6,411.32
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000019619-
001033060
04/19/2024 136072 65.37
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040171-
001025934
04/19/2024 136073 109.31
REFUND 99999 CUSTOMER REQUESTED CREDIT
REFUND
301000-2408 Water Operations
Fund
000030209-
001022542A
04/19/2024 136074 38.09
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040469-
001033872
04/19/2024 136075 608.33
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040751-
001033324
04/19/2024 136076 319.63
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000036983-
001027256
04/19/2024 136077 168.00
REFUND 99999 RETROACTIVE CANNABIS REFUNDFREEDOM 1ST ASSOC.101000-2207 General Fund 04152024 FREEDOM 1ST
04/19/2024 136078 185,602.74
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040765-
001029434
04/19/2024 136079 14.23
Check Total: 1500.00
Check No. 136070
Check Total: 118.72
Check No. 136071
Check Total: 6411.32
Check No. 136072
Check Total: 65.37
Check No. 136073
Check Total: 109.31
Check No. 136074
Check Total: 38.09
Check No. 136075
Check Total: 608.33
Check No. 136076
Check Total: 319.63
Check No. 136077
Check Total: 168.00
Check No. 136078
Check Total: 185602.74
Check No. 136079
Check Total: 14.23
Agenda Item No. 08 Page 22 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040597-
001033330
04/19/2024 136080 608.33
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040597-
001033328
04/19/2024 136081 608.33
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000035307-
001022044
04/19/2024 136082 110.09
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000036975-
001024276
04/19/2024 136083 51.81
REFUND 99999 4/13/24 COMM CENTER RENTAL

SECURITY DEPOSIT REFUND
101000-2414 General Fund 04162024-QUINTAL 04/19/2024 136084 500.00 REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000031313-
001033874
04/19/2024 136085 843.45
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000034495-
001021476
04/19/2024 136086 94.74
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000038923-
001018656
04/19/2024 136087 53.24
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000039827-
001021800A
04/19/2024 136088 76.84
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000039813-
001019868
04/19/2024 136089 20.10
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000022629-
001033878
04/19/2024 136090 608.33
Check No. 136080
Check Total: 608.33
Check No. 136081
Check Total: 608.33
Check No. 136082
Check Total: 110.09
Check No. 136083
Check Total: 51.81
Check No. 136084
Check Total: 500.00
Check No. 136085
Check Total: 843.45
Check No. 136086
Check Total: 94.74
Check No. 136087
Check Total: 53.24
Check No. 136088
Check Total: 76.84
Check No. 136089
Check Total: 20.10
Check No. 136090
Check Total: 608.33
Agenda Item No. 08 Page 23 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040535-
001016806
04/19/2024 136091 303.50
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000036169-
001032764
04/19/2024 136092 84.72
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000039827-
001021800
04/19/2024 136093 56.26
REFUND 99999 CUSTOMER REQUESTED CREDIT
REFUND
301000-2408 Water Operations
Fund
000034683-
001018760
04/19/2024 136094 63.85
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000033463-
001033296
04/19/2024 136095 100.04
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040205-
001022044
04/19/2024 136096 109.31
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040791-
001033348
04/19/2024 136097 249.58
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000034091-
001019868
04/19/2024 136098 65.95
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040789-
001033352
04/19/2024 136099 312.40
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040517-
001033880
04/19/2024 136100 608.33
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040013-
001017074
04/19/2024 136101 163.39
Check No. 136091
Check Total: 303.50
Check No. 136092
Check Total: 84.72
Check No. 136093
Check Total: 56.26
Check No. 136094
Check Total: 63.85
Check No. 136095
Check Total: 100.04
Check No. 136096
Check Total: 109.31
Check No. 136097
Check Total: 249.58
Check No. 136098
Check Total: 65.95
Check No. 136099
Check Total: 312.40
Check No. 136100
Check Total: 608.33
Check No. 136101
Check Total: 163.39
Agenda Item No. 08 Page 24 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount REFUND 99999 CUSTOMER REQUESTED CREDIT
REFUND
301000-2408 Water Operations
Fund
000034989-
001019722
04/19/2024 136102 340.17
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000032717-
001033472
04/19/2024 136103 166.14
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000028669-
001019390
04/19/2024 136104 127.62
REFUND 99999 CUST ACCT CLOSEDWATER/SEWER/TRASH UTIL DEP REFND
301000-2408 Water Operations
Fund
000040737-
001033584
04/19/2024 136105 338.53
REFUND 99999 CUSTOMER REQUESTED CREDIT
REFUND
301000-2408 Water Operations
Fund
000040619-
001023490
04/19/2024 136106 114.98
RUBIO'S WELDING SERVICE 3305 3Y BIN REPAIRS 304563-5211 Solid Waste Operations Fund
4723 04/19/2024 136107 2,320.00
RUSH TRUCK CENTER, SYLMAR 4448 AUTOMOTIVE REPAIRS-PWSW 9134-

RADIATOR
101554-5523 General Fund 3036826919 04/19/2024 136108 54.61 SAM HILL AND SONS, INC 4269 TRENCH & INSTALL 1" ELECTRICAL

CONDUIT
302561-5204 Water Plant
Operations Fund
20240146 4852 04/19/2024 136109 5,244.02
SC COMMERCIAL, LLC 3581 617 GALLONS OF GAS/826 GALLONS

OF DIESEL
101554-5522 General Fund 20240036 2616263-IN 04/19/2024 136110 6,896.23 SC COMMERCIAL, LLC 3581 727 GALLONS OF GAS/1001 GALLONS

OF DIESEL
101554-5522 General Fund 20240036 2621097-IN 04/19/2024 136110 8,126.73 SOUTHERN CALIFORNIA GAS CO 96 158 414 8348 8 UTILITY BILL - 249 E. A ST.
213781-5300 Housing Successor
Agency Fund
8348 8 03142024 04/19/2024 136111 66.16
SOUTHERN CALIFORNIA GAS CO 96 024 114 1580 1 UTILITY BILL 101780-5300 General Fund 1580 1 04152024 04/19/2024 136112 90.54 SOUTHERN CALIFORNIA GAS CO 96 017 714 8738 4 UTILITY BILL 101111-5300 General Fund 8738 4 04122024 04/19/2024 136113 29.75 Check No. 136102
Check Total: 340.17
Check No. 136103
Check Total: 166.14
Check No. 136104
Check Total: 127.62
Check No. 136105
Check Total: 338.53
Check No. 136106
Check Total: 114.98
Check No. 136107
Check Total: 2320.00
Check No. 136108
Check Total: 54.61
Check No. 136109
Check Total: 5244.02
Check No. 136110
Check Total: 15022.96
Check No. 136111
Check Total: 66.16
Check No. 136112
Check Total: 90.54
Check No. 136113
Check Total: 29.75
Check No. 136114
Agenda Item No. 08 Page 25 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount SOUTHERN CALIFORNIA GAS CO 96 097 514 7000 7 UTILITY BILL 101111-5300 General Fund 7000 7 04122024 04/19/2024 136114 170.38 SOUTHERN CALIFORNIA EDISON 177 700027611395 UTILITY BILL 101551-5300 General Fund 1395 04122024 04/19/2024 136115 33.57 SOUTHERN CALIFORNIA EDISON 177 700592953263 UTILITY BILL-WELL 4A & WELL 6A
301560-5300 Water Operations
Fund
3263 04092024 04/19/2024 136115 591.98
SOUTHERN CALIFORNIA EDISON 177 700594424229 UTILITY BILL 101551-5300 General Fund 4229 04042024 04/19/2024 136116 76.47 SOUTHERN CALIFORNIA EDISON 177 700594424229 UTILITY BILL 202557-5300 Street Light Assmnt Distr Fund
4229 04042024 04/19/2024 136116 15,867.09
SOUTHERN CALIFORNIA EDISON 177 700153694625 UTIL BILL-2500

WHEELHOUSE TRAF SIGNAL
202557-5300 Street Light Assmnt
Distr Fund
4625 04092024 04/19/2024 136117 80.59

SOUTHERN CALIFORNIA PERMANENTE MEDICAL
GROUP
4944 3/11/24-4/12/24 PRE-EMPLOYMENT
EXAMS- 220901864024
101115-5204 General Fund 1000735515 04/19/2024 136118 11,019.00 STANDARD PLUMBING SUPPLY CO 3970 FM SUPPLIES-304 HARBOR BREEZE

REPAIRS-FLUSH KIT
101780-5520 General Fund WHG491 04/19/2024 136119 270.26 STANDARD PLUMBING SUPPLY CO 3970 766 JANE DR REPAIRSADAPTER/ELBOW/ETC101780-5520 General Fund WMMK40 04/19/2024 136119 15.92 STANDARD PLUMBING SUPPLY CO 3970 249 E A STREET SUPPLIESKWIKSEAL/DRAIN WRENCH/ETC213781-5520 Housing Successor Agency Fund
WHLQ60 04/19/2024 136120 35.69
STATE OF CALIFORNIA 787 MARCH 2024 LIVESCAN

FINGERPRINTS
101440-5204 General Fund 724689 04/19/2024 136121 98.00 STATE READY MIX INC. 586 CONCRETE DUMP FEES 304563-5233 Solid Waste Operations Fund
40337 04/19/2024 136122 131.00
SUITEONE MEDIA, INC 4420 ANNUAL RENEWAL OF ON

DEMAND/LIVE STREAM
101000-1300 General Fund 2530 04/19/2024 136123 4,788.00 SUN LIFE FINANCIAL 4370 MAY 2024 RETIREE DENTAL

PREMIUMS
501000-2242 Payroll Clearing
Fund
922845-MAY24 04/19/2024 136124 218.85
SUPERION, LLC 4436 FY 25 ANNUAL FUSION

SUBSCRIPTION
101000-1300 General Fund 407673 04/19/2024 136125 818.30 Check Total: 170.38
Check No. 136115
Check Total: 625.55
Check No. 136116
Check Total: 15943.56
Check No. 136117
Check Total: 80.59
Check No. 136118
Check Total: 11019.00
Check No. 136119
Check Total: 286.18
Check No. 136120
Check Total: 35.69
Check No. 136121
Check Total: 98.00
Check No. 136122
Check Total: 131.00
Check No. 136123
Check Total: 4788.00
Check No. 136124
Check Total: 218.85
Check No. 136125
Check Total: 818.30
Agenda Item No. 08 Page 26 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount SUPERIOR INTERIORS UPHOLSTERY 5038 AUTOMOTIVE REPAIRS-PWSW VEH 9112-UPHOLSTERY
101554-5215 General Fund 040324 04/19/2024 136126 600.00 TOSHIBA FINANCIAL SERVICES 3074 500-0664982-000 ESTUDIO 478S COPIER 3/3/24-4/3/24
101330-5220 General Fund 526761952 04/19/2024 136127 87.95 TRENCH SHORING COMPANY 3603 WATER EQUIPMENT RENTAL-TNCH

TOP WELD/STEEL PLATES
301560-5523 Water Operations
Fund
RI20388868 04/19/2024 136128 907.50
TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS ERP SERVICES 101111-5700 General Fund 13865 045-458977 04/19/2024 136129 1,295.00 TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS ERP SERVICES 301560-5700 Water Operations Fund
13865 045-458977 04/19/2024 136129 1,295.00
TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS ERP SERVICES 303562-5700 Wastewater Operations Fund
13865 045-458977 04/19/2024 136129 1,295.00
TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS ERP SERVICES 304563-5700 Solid Waste Operations Fund
13865 045-458977 04/19/2024 136129 1,295.00
TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS ERP SERVICES 304563-5700 Solid Waste Operations Fund
13865 045-458978 04/19/2024 136129 1,295.00
TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS ERP SERVICES 301560-5700 Water Operations Fund
13865 045-458978 04/19/2024 136129 1,295.00
TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS ERP SERVICES 303562-5700 Wastewater Operations Fund
13865 045-458978 04/19/2024 136129 1,295.00
TYLER TECHNOLOGIES 4190 FEB'24 TYLER/MUNIS ERP SERVICES 101111-5700 General Fund 13865 045-458978 04/19/2024 136129 1,295.00 ULINE SHIPPING SUPPLIES 2215 PD MISC PROPERTY SUPPLIESKNIFE EVIDENCE BOXES101442-5540 General Fund 176147666 04/19/2024 136130 99.11 UNIFIRST CORPORATION 5314 LANDSCAPE UNIFORM SERVICES 101553-5214 General Fund 2210086996 04/19/2024 136131 84.61 UNIFIRST CORPORATION 5314 STREETS UNIFORM SERVICES 101551-5214 General Fund 2210086999 04/19/2024 136131 28.24 UNIFIRST CORPORATION 5314 STREETS UNIFORM SERVICES 101551-5214 General Fund 2210087000 04/19/2024 136131 10.06 UNIFIRST CORPORATION 5314 WATER/WATER PLANT UNIFORM

SERVICES
301560-5214 Water Operations
Fund
2210088942 04/19/2024 136131 57.45
UNIFIRST CORPORATION 5314 WATER/WATER PLANT UNIFORM

SERVICES
302561-5214 Water Plant
Operations Fund
2210088942 04/19/2024 136131 57.46
UNIFIRST CORPORATION 5314 STREETS UNIFORM SERVICES 101551-5214 General Fund 2210088945 04/19/2024 136131 28.24 UNIFIRST CORPORATION 5314 FM SUPPLIES-MATS/MOPS

SERVICES
101780-5212 General Fund 2210082908 04/19/2024 136132 61.33 UNIFIRST CORPORATION 5314 FM SUPPLIES-MATS/MOPS

SERVICES
101780-5212 General Fund 2210086969 04/19/2024 136132 82.02 UNIFIRST CORPORATION 5314 FLEET UNIFORM SERVICES 101554-5214 General Fund 2210088938 04/19/2024 136132 35.93 UNIFIRST CORPORATION 5314 WASTEWATER UNIFORM SERVICES 303562-5214 Wastewater Operations Fund
2210088939 04/19/2024 136132 26.81
UNIFIRST CORPORATION 5314 LANDSCAPE UNIFORM SERVICES 101553-5214 General Fund 2210088944 04/19/2024 136132 84.61 UNIFIRST CORPORATION 5314 STREETS UNIFORM SERVICES 101551-5214 General Fund 2210088947 04/19/2024 136132 9.24 Check No. 136126
Check Total: 600.00
Check No. 136127
Check Total: 87.95
Check No. 136128
Check Total: 907.50
Check No. 136129
Check Total: 10360.00
Check No. 136130
Check Total: 99.11
Check No. 136131
Check Total: 266.06
Check No. 136132
Check Total: 299.94
Check No. 136133
Agenda Item No. 08 Page 27 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount UNIVAR USA, INC 2358 CHEMICAL PURCHASE-SODIUM

HYPOCHLORITE
302561-5521 Water Plant
Operations Fund
13 51980399 04/19/2024 136133 4,761.09
USABLUEBOOK 600 WATER SUPPLIES-5500SC ACID

SURFACTANT WASH
302561-5520 Water Plant
Operations Fund
INV00321210 04/19/2024 136134 94.07
VELOCITY TRUCK CENTER 3997 AUTOMOTIVE SUPPLIES-INVENTORYWIPER BLADES/FLUID101554-5523 General Fund XA270145843:01 04/19/2024 136135 87.75 VENTURA COUNTY AUTO SUPPLY INC 4746 AUTOMOTIVE SUPPLIES-INVENTORYANTI FREEZE101554-5523 General Fund 000310 04/19/2024 136136 19.84 VENTURA COUNTY AUTO SUPPLY INC 4746 AUTOMOTIVE SUPPLIES-PWSW 9124-

HALOGEN BEAMS
101554-5523 General Fund 000432 04/19/2024 136136 53.49 VENTURA COUNTY AUTO SUPPLY INC 4746 AUTOMOTIVE SUPPLIES-PWSW 9128-

REFLECTOR
101554-5523 General Fund 000869 04/19/2024 136136 5.74
VENTURA COUNTY AUTO SUPPLY INC 4746 AUTOMOTIVE SUPPLIES-INVENTORYBELTS101554-5523 General Fund 000940 04/19/2024 136136 172.70 VENTURA COUNTY AUTO SUPPLY INC 4746 AUTOMOTIVE SUPPLIES-INVENTORYANTIFREEZE101554-5523 General Fund 001338 04/19/2024 136136 65.94 VENTURA COUNTY AUTO SUPPLY INC 4746 AUTOMOTIVE SUPPLIES-INVENTORYFILTERS101554-5523 General Fund 976280 04/19/2024 136136 371.97 VENTURA COUNTY AUTO SUPPLY INC 4746 AUTOMOTIVE SUPPLIES-PWSWSEAT BACK FRAME101554-5523 General Fund 983603 04/19/2024 136136 312.13 VENTURA COUNTY AUTO SUPPLY INC 4746 AUTOMOTIVE SUPPLIES-INVENTORYFILTERS101554-5523 General Fund 994249 04/19/2024 136136 14.71 VENTURA COUNTY AUTO SUPPLY INC 4746 AUTOMOTIVE REPAIRS-PD VEH 8016-

THRTLE BODY INJECTN
101554-5523 General Fund 997719 04/19/2024 136136 223.27 VENTURA COUNTY STAR 546 DEC'23 PUBLICATIONS-12/18 PHN
RUN FOR YR HEART 5K
101113-5203 General Fund 0006143855A 04/19/2024 136137 428.60 VENTURA COUNTY STAR 546 DEC'23 PUBLICATIONS-2023 12 18

PHN LANDSCAPE
101330-5203 General Fund 0006143855B 04/19/2024 136137 513.35 VERIZON BUSINESS SERVICES 3503 SV731843 UTILITY BILL 101111-5300 General Fund 72834296 04/19/2024 136138 83.60 VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
301560-5301 Water Operations
Fund
9959294449A 04/19/2024 136139 483.55
VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101550-5301 General Fund 9959294449A 04/19/2024 136139 257.66 VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101780-5301 General Fund 9959294449A 04/19/2024 136139 543.04 VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101551-5301 General Fund 9959294449A 04/19/2024 136139 166.12 VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101112-5301 General Fund 9959294449A 04/19/2024 136139 41.53 VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101332-5301 General Fund 9959294449A 04/19/2024 136139 41.53 VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101115-5301 General Fund 9959294449A 04/19/2024 136139 79.54 VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101330-5301 General Fund 9959294449A 04/19/2024 136139 41.53 Check Total: 4761.09
Check No. 136134
Check Total: 94.07
Check No. 136135
Check Total: 87.75
Check No. 136136
Check Total: 1239.79
Check No. 136137
Check Total: 941.95
Check No. 136138
Check Total: 83.60
Check No. 136139
Agenda Item No. 08 Page 28 of 39 CC Agenda 05-06-2024
Disbursements for 4/19/2024 Attachment B
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
304563-5301 Solid Waste
Operations Fund
9959294449A 04/19/2024 136139 788.57
VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101550-5301 General Fund 9959294449A 04/19/2024 136139 46.53 VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
303562-5301 Wastewater
Operations Fund
9959294449A 04/19/2024 136139 244.69
VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101673-5301 General Fund 9959294449A 04/19/2024 136139 433.39 VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101333-5301 General Fund 9959294449A 04/19/2024 136139 41.53 VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101553-5301 General Fund 9959294449A 04/19/2024 136139 378.77 VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
302561-5301 Water Plant
Operations Fund
9959294449A 04/19/2024 136139 122.40
VERIZON WIRELESS 3292 971818098-00002 FEB'24-MAR'24

UTILITY BILL-CITY
101331-5301 General Fund 9959294449A 04/19/2024 136139 83.06 WHITE CAP, L.P. 3867 WATER SUPPLIES-SUBMRS

PUMP/BLADES/GLOVES/HARD HATS
301560-5526 Water Operations
Fund
10019689644 04/19/2024 136140 1,123.31
WHITE CAP, L.P. 3867 WATER SUPPLIES-SUBMRS

PUMP/BLADES/GLOVES/HARD HATS
301560-5510 Water Operations
Fund
10019689644 04/19/2024 136140 60.32
YAMA LAWNMOVER, INC 4843 AUTOMOTIVE SUPPLIES-PWL 5209-

EDGER BLADES/POLE SAW
101554-5523 General Fund 5010 04/19/2024 136141 294.85
YUNEX LLC 5204 MARCH 2024 TRAFFIC SIGNAL CALL
OUTS
204551-5211 Gas Tax Fund 5610001795 04/19/2024 136142 1,388.65 YUNEX LLC 5204 MARCH 2024 TRAFFIC SIGNAL

MAINTENANCE
204551-5211 Gas Tax Fund 90001837 04/19/2024 136142 802.72 Grand Total 414,200.08
Check No. 136141
Check Total: 294.85
Check No. 136142
Check Total: 2191.37
Check Total: 3793.44
Check No. 136140
Check Total: 1183.63
Agenda Item No. 08 Page 29 of 39 CC Agenda 05-06-2024

CITY OF PORT HUENEME

PAYROLL CASH DISBURSEMENT FOR
APRIL 19, 2024

ATTACHMENT C

SALARY DISTRIBUTIONS
PAYROLL DIRECT DEPOSIT TOTALS: 373,653.64
PAYROLL CHECK REGISTER: 11,635.22 385,288.86
TOTAL DISBURSEMENT: 385,288.86
Agenda Item No. 08 Page 30 of 39 CC Agenda 05-06-2024
Disbursements for 4/25/2024 Attachment D
4/26/2024
Accounts Payable Check Register
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount ALL CITY MANAGEMENT SERVICES, INC 3984 3/17/24-3/30/24 CROSSING GUARD

SERVICES
101440-5204 General Fund 20240054 92422 04/25/2024 136143 5,169.60 AMAZON CAPITAL SERVICES 4872 ADM SUPPLIES- PRINTER PAPER FOR 4/2024 NEWS LETTER
101112-5500 General Fund 1WY3-1LTJ-61CR 04/25/2024 136144 140.73 ARC DOCUMENT SOLUTIONS, LLC. 4265 ENGINEERING DOC SCANSBUBBLING SPRINGS PARK101550-5203 General Fund 12266709 04/25/2024 136145 377.93 CHAPIN'S 302 WATER SUPPLIES-CONCRETE &

TRAILER EQUIP RENTAL
301560-5523 Water Operations
Fund
248785 04/25/2024 136146 176.61
CITY OF OXNARD-TREASURER 3835 MARCH 2024 REFUSE/RECYCLING

DISPOSAL
304563-5233 Solid Waste
Operations Fund
53463 04/25/2024 136147 90,696.59
CUMMING MANAGEMENT GROUP, INC. 5573 MAR'24 BUBBLING SPRINGS PJCT

CONSTRUCTION MGMT SVC
210780-5700 Grant Tracking
Fund
20240041 144533 04/25/2024 136148 4,539.17
CUMMING MANAGEMENT GROUP, INC. 5573 MAR'24 BUBBLING SPRINGS PJCT

CONSTRUCTION MGMT SVC
210780-5700 Grant Tracking
Fund
20240041 144533 04/25/2024 136148 4,539.13
CUMMING MANAGEMENT GROUP, INC. 5573 MAR'24 BUBBLING SPRINGS PJCT

CONSTRUCTION MGMT SVC
210780-5700 Grant Tracking
Fund
20240041 144533 04/25/2024 136148 4,539.17
CUMMING MANAGEMENT GROUP, INC. 5573 MAR'24 BUBBLING SPRINGS PJCT

CONSTRUCTION MGMT SVC
210780-5700 Grant Tracking
Fund
20240041 144533 04/25/2024 136148 4,539.17
FGL ENVIRONMENTAL 339 WATER QUALITY ANALYSIS COPH 301560-5230 Water Operations Fund
20240012 400507A 04/25/2024 136149 65.00
FGL ENVIRONMENTAL 339 BACTI/INORGANIC/MISC WATER

QUALITY ANALYSIS PHWA
302561-5230 Water Plant
Operations Fund
20240014 404814A 04/25/2024 136149 99.00
FGL ENVIRONMENTAL 339 ORGANIC/MISC WATER QUALITY

ANALYSIS PHWA
302561-5230 Water Plant
Operations Fund
20240014 404817A 04/25/2024 136149 337.00
FGL ENVIRONMENTAL 339 INORGANIC/MISC WATER QUALITY

ANALYSIS PHWA
302561-5230 Water Plant
Operations Fund
20240014 404818A 04/25/2024 136149 30.00
Check No. 136143
Check Total: 5169.60
Check No. 136144
Check Total: 140.73
Check No. 136145
Check Total: 377.93
Check No. 136146
Check Total: 176.61
Check No. 136147
Check Total: 90696.59
Check No. 136148
Check Total: 54470.00
Check No. 136149
Agenda Item No. 08 Page 31 of 39 CC Agenda 05-06-2024
Disbursements for 4/25/2024 Attachment D
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount FGL ENVIRONMENTAL 339 BACTI/MISC WATER QUALITY

ANALYSIS COPH
301560-5230 Water Operations
Fund
20240012 405098A 04/25/2024 136149 65.00
FGL ENVIRONMENTAL 339 SUPPORT WATER QUALITY

ANALYSIS COPH
301560-5230 Water Operations
Fund
20240012 405197A 04/25/2024 136149 40.00
FGL ENVIRONMENTAL 339 BACTI/MISC WATER QUALITY

ANALYSIS COPH
301560-5230 Water Operations
Fund
20240012 405199A 04/25/2024 136149 125.00
FGL ENVIRONMENTAL 339 BACTI/MISC WATER QUALITY

ANALYSIS PHWA
302561-5230 Water Plant
Operations Fund
20240014 405202A 04/25/2024 136149 85.00
FRONTIER COMMUNICATIONS 4230 209-063-8462-070302-5 UTILITY BILL 101441-5301 General Fund 302-5 04102024 04/25/2024 136150 111.17 FRONTIER COMMUNICATIONS 4230 805-271-0093-032818-5 UTILITY BILL 101440-5301 General Fund 818-5 04022024 04/25/2024 136151 280.98 GRAINGER INC 345 LANDSCAPE SUPPLIES - LEATHER

DRIVERS GLOVES
101553-5510 General Fund 9086530616 04/25/2024 136152 146.64 GRAINGER INC 345 LANDSCAPE SUPPLIES- CROSS FIRE

TRIMMER LINE
101553-5523 General Fund 9089793591 04/25/2024 136152 93.70 GRAINGER INC 345 FM SUPPLIES-BEACH-CARTRIDGE

REPAIR KITS
101780-5520 General Fund 9088560934 04/25/2024 136153 552.17 HOME DEPOT CREDIT SERVICES 115 FM SUPPLIES-GRAFFITI CLEAN UPPAINT101780-5520 General Fund 8041664 04/25/2024 136154 864.00 HOME DEPOT CREDIT SERVICES 115 FM SUPPLIES-GRAFFITI CLEAN UPPAINT101780-5520 General Fund 9362136 04/25/2024 136154 440.00 HOME DEPOT CREDIT SERVICES 115 LANDSCAPE SUPPLIES-8 BAGS

KELLOG AMEND GARDEN SOIL
101553-5520 General Fund 293421 04/25/2024 136155 74.03 HUSQVARNA PROFESSIONAL PRODUCTS INC 5460 MEDIANS SUPPLIES - STRING

TRIMMER EQUIPMENT
203558-5520 Median Assmnt
District Fund
17097333 04/25/2024 136156 1,096.20
LINDE GAS & EQUIPMENT INC. 5201 FLEET CYLINDER RENTAL -

INDUSTRIAL ACETYLENE
101554-5520 General Fund 42411369 04/25/2024 136157 288.39 LOWE'S 1841 LANDSCAPE SUPPLIES- HEAVY DUTY

SLIDE PERF COEX
101553-5540 General Fund 975912 04/25/2024 136158 118.13 LOWE'S 1841 LANDSCAPE SUPPLIES- HEAVY DUTY

SLIDE PERF COEX
101553-5520 General Fund 975912 04/25/2024 136158 137.55 LOWE'S 1841 FM SUPPLIES-COMM CENTER MAINTPAINT101780-5520 General Fund 901022 04/25/2024 136159 18.62 Check Total: 846.00
Check No. 136150
Check Total: 111.17
Check No. 136151
Check Total: 280.98
Check No. 136152
Check Total: 240.34
Check No. 136153
Check Total: 552.17
Check No. 136154
Check Total: 1304.00
Check No. 136155
Check Total: 74.03
Check No. 136156
Check Total: 1096.20
Check No. 136157
Check Total: 288.39
Check No. 136158
Check Total: 255.68
Check No. 136159
Agenda Item No. 08 Page 32 of 39 CC Agenda 05-06-2024
Disbursements for 4/25/2024 Attachment D
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount LOWE'S 1841 FM SUPPLIES-COMM CENTER MAINTPAINT101780-5520 General Fund 901090 04/25/2024 136159 12.41 LOWE'S 1841 FM SUPPLIES-COMM CENTER-BULBS 101780-5520 General Fund 990226 04/25/2024 136159 66.38 MCCARTY & SONS TOWING 381 TOWING SERVICES-PW STREETS
VEH 2101
101554-5215 General Fund 250356 04/25/2024 136160 320.00 NASON'S LOCK & SAFE 387 FM SUPPLIES-CITY HALL-NEW ADMIN

OFFICE LOCKS
101780-5520 General Fund 223425 04/25/2024 136161 316.07 R & R FIRE PROTECTION, INC 3203 FIRE PROTECTION SERVICES-2 FIRE

HYDRANT FLOW TESTS
101550-5700 General Fund 20240154 14520 04/25/2024 136162 300.00 R & R FIRE PROTECTION, INC 3203 APR'24 FIRE SPRINKLER DESIGN

PLAN & VCFD PERMITS
101550-5700 General Fund 20240154 14606 04/25/2024 136162 2,280.90 R & R FIRE PROTECTION, INC 3203 EXPEDITE PLANS FEE FOR REVIEW

AND APPROVAL
101550-5700 General Fund 20240154 14625 04/25/2024 136162 624.72 SC COMMERCIAL, LLC 3581 622 GALLONS OF GAS/600 GALLONS

OF DIESEL
101554-5522 General Fund 20240036 2625694-IN 04/25/2024 136163 5,555.23 TRAFFIC TECHNOLOGIES LLC 1021 STREETS SUPPLIES- BLACK

STRIPING PAINT
204551-5520 Gas Tax Fund 47068 04/25/2024 136164 41.52
UNIFIRST CORPORATION 5314 WATER/WATER PLANT UNIFORM

SERVICES
301560-5214 Water Operations
Fund
2210091058 04/25/2024 136165 62.06
UNIFIRST CORPORATION 5314 WATER/WATER PLANT UNIFORM

SERVICES
302561-5214 Water Plant
Operations Fund
2210091058 04/25/2024 136165 62.05
UNIFIRST CORPORATION 5314 LANDSCAPE UNIFORM SERVICES 101553-5214 General Fund 2210091060 04/25/2024 136165 84.61 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210053567 04/25/2024 136166 24.50 UNIFIRST CORPORATION 5314 FM SUPPLIES-COMM CENTERMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210053971 04/25/2024 136166 66.88 UNIFIRST CORPORATION 5314 FM SUPPLIES-HAMATS/MOPS/RAGS/TOWELS

SERVICES
101780-5212 General Fund 2210057688 04/25/2024 136166 31.25 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210057704 04/25/2024 136166 24.50 UNIFIRST CORPORATION 5314 FM SUPPLIES-COMM CENTERMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210058143 04/25/2024 136166 66.88 UNIFIRST CORPORATION 5314 FM SUPPLIES-HAMATS/MOPS/RAGS/TOWELS

SERVICES
101780-5212 General Fund 2210061736 04/25/2024 136166 20.84 UNIFIRST CORPORATION 5314 FM SUPPLIES-COMM CENTERMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210062270 04/25/2024 136166 66.88 UNIFIRST CORPORATION 5314 FM SUPPLIES-HAMATS/MOPS/RAGS/TOWELS/BUCKET SVCS
101780-5212 General Fund 2210065167 04/25/2024 136166 403.65 Check Total: 97.41
Check No. 136160
Check Total: 320.00
Check No. 136161
Check Total: 316.07
Check No. 136162
Check Total: 3205.62
Check No. 136163
Check Total: 5555.23
Check No. 136164
Check Total: 41.52
Check No. 136165
Check Total: 208.72
Check No. 136166
Agenda Item No. 08 Page 33 of 39 CC Agenda 05-06-2024
Disbursements for 4/25/2024 Attachment D
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210065185 04/25/2024 136166 24.50 UNIFIRST CORPORATION 5314 FM SUPPLIES-COMM CENTERMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210066118 04/25/2024 136166 66.88 UNIFIRST CORPORATION 5314 FM SUPPLIES-HAMATS/MOPS/RAGS/TOWELS/BUCKET SVCS
101780-5212 General Fund 2210069599 04/25/2024 136166 31.25 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210069628 04/25/2024 136166 24.50 UNIFIRST CORPORATION 5314 FM SUPPLIES-COMM CENTERMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210069993 04/25/2024 136166 66.88 UNIFIRST CORPORATION 5314 FM SUPPLIES-HAMATS/MOPS/RAGS/TOWELS/BUCKET SVCS
101780-5212 General Fund 2210071361 04/25/2024 136166 61.33 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210073238 04/25/2024 136166 37.14 UNIFIRST CORPORATION 5314 FM SUPPLIES-COMM CENTERMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210073596 04/25/2024 136166 69.85 UNIFIRST CORPORATION 5314 FM SUPPLIES-HAMATS/MOPS/RAGS/TOWELS/BUCKET SVCS
101780-5212 General Fund 2210077117 04/25/2024 136166 32.81 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210077157 04/25/2024 136166 37.72 UNIFIRST CORPORATION 5314 FM SUPPLIES-COMM CENTERMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210077355 04/25/2024 136166 69.85 UNIFIRST CORPORATION 5314 FM SUPPLIES-HAMATS/MOPS/RAGS/TOWELS/BUCKET SVCS
101780-5212 General Fund 2210081176 04/25/2024 136166 32.81 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210081197 04/25/2024 136166 37.14 UNIFIRST CORPORATION 5314 FM SUPPLIES-COMM CENTERMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210081617 04/25/2024 136166 69.85 UNIFIRST CORPORATION 5314 FM SUPPLIES-HAMATS/MOPS/RAGS/TOWELS/BUCKET SVCS
101780-5212 General Fund 2210084765 04/25/2024 136166 32.81 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210084781 04/25/2024 136166 37.14 UNIFIRST CORPORATION 5314 FM SUPPLIES-COMM CENTERMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210085399 04/25/2024 136166 69.85 UNIFIRST CORPORATION 5314 FM SUPPLIES-HAMATS/MOPS/RAGS/TOWELS/BUCKET SVCS
101780-5212 General Fund 2210088927 04/25/2024 136166 21.23 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210088950 04/25/2024 136166 37.14 UNIFIRST CORPORATION 5314 FM SUPPLIES-COMM CENTERMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 2210089344 04/25/2024 136166 69.85 UNIFIRST CORPORATION 5314 FM SUPPLIES-HAMATS/MOPS/RAGS/TOWELS/BUCKET SVCS
101780-5212 General Fund 2210091034 04/25/2024 136166 50.26 UNIFIRST CORPORATION 5314 FLEET UNIFORM SERVICES 101554-5214 General Fund 2210091052 04/25/2024 136166 35.93 UNIFIRST CORPORATION 5314 WATER/WASTE WATER/REFUSE

UNIFORM SERVICES
304563-5214 Solid Waste
Operations Fund
2210091054 04/25/2024 136166 14.96
UNIFIRST CORPORATION 5314 WATER/WASTE WATER/REFUSE

UNIFORM SERVICES
301560-5214 Water Operations
Fund
2210091054 04/25/2024 136166 14.96
UNIFIRST CORPORATION 5314 WATER/WASTE WATER/REFUSE

UNIFORM SERVICES
303562-5214 Wastewater
Operations Fund
2210091054 04/25/2024 136166 94.70
UNIFIRST CORPORATION 5314 STREETS UNIFORM SERVICES 101551-5214 General Fund 2210091062 04/25/2024 136166 28.51 UNIFIRST CORPORATION 5314 STREETS UNIFORM SERVICES 101551-5214 General Fund 2210091063 04/25/2024 136166 9.24 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 3281444543 04/25/2024 136166 21.90 Agenda Item No. 08 Page 34 of 39 CC Agenda 05-06-2024
Disbursements for 4/25/2024 Attachment D
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 3281448355 04/25/2024 136166 21.90 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 3281452122 04/25/2024 136166 21.90 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 3281455918 04/25/2024 136166 21.90 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 3281459769 04/25/2024 136166 21.90 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 3281463644 04/25/2024 136166 21.90 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALL-TOWELS
SVCS
101780-5212 General Fund 3281473247 04/25/2024 136166 1.20 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 3281475154 04/25/2024 136166 20.21 UNIFIRST CORPORATION 5314 FM SUPPLIES-CITY HALLMATS/MOPS/RAGS/TOWELS SVCS101780-5212 General Fund 3281478961 04/25/2024 136166 19.50 UNITED RENTALS NORTH AMERICA, INC 2604 STREETS EQUIPMENT RENTAL-DUMP TRUCK
101551-5204 General Fund 231160370-001 04/25/2024 136167 1,487.18 VERIZON WIRELESS 3292 971818098-00001 MAR'24-APR'24 CD

UTILITY BILL
101333-5301 General Fund 9961787118 04/25/2024 136168 83.02 VERIZON WIRELESS 3292 971818098-00001 FEB'24-MAR'24 CD

UTILITY BILL
101333-5301 General Fund 9959294448 04/25/2024 136169 83.06 VERIZON WIRELESS 3292 672523155-00001 FEB'24-MAR'24 PD

UTILITY BILL
101111-5301 General Fund 9959945704 04/25/2024 136170 167.08 VERIZON WIRELESS 3292 672523155-00001 FEB'24-MAR'24 PD

UTILITY BILL
101442-5301 General Fund 9959945704 04/25/2024 136170 71.24 VERIZON WIRELESS 3292 672523155-00001 FEB'24-MAR'24 PD

UTILITY BILL
101441-5301 General Fund 9959945704 04/25/2024 136170 1,490.34 VERIZON WIRELESS 3292 672523155-00001 FEB'24-MAR'24 PD

UTILITY BILL
101440-5301 General Fund 9959945704 04/25/2024 136170 275.30 WESTERN EXTERMINATOR CO 211 PEST CONTROL MAINTENANCE-550

PARK AVE
101780-5212 General Fund 59483337 04/25/2024 136171 203.10 YAMA LAWNMOVER, INC 4843 LANDSCAPE SUPPLIES-STIHL

STRING TRIMMERS
203558-5520 Median Assmnt
District Fund
5011 04/25/2024 136172 1,529.48
YUNEX LLC 5204 TRAFF SIG RESPONSE EQUIP CHECKCI BLVD & PATTERSON 204551-5211 Gas Tax Fund 5610001794 04/25/2024 136173 89.59 ARAMSCO, INC 5006 FM SUPPLIES-COMM CENTERMOPS/AIR FRESHENER101780-5520 General Fund S6392809.001 04/25/2024 136174 198.97 Check Total: 2056.78
Check No. 136167
Check Total: 1487.18
Check No. 136168
Check Total: 83.02
Check No. 136169
Check Total: 83.06
Check No. 136170
Check Total: 2003.96
Check No. 136171
Check Total: 203.10
Check No. 136172
Check Total: 1529.48
Check No. 136173
Check Total: 89.59
Check No. 136174
Check Total: 198.97
Check No. 136175
Agenda Item No. 08 Page 35 of 39 CC Agenda 05-06-2024
Disbursements for 4/25/2024 Attachment D
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount CAL COAST PROMOPRODUCTS 4939 WASTEWATER UNIFORMS-16

SWEATSHIRTS
303562-5214 Wastewater
Operations Fund
51477 04/25/2024 136175 532.41
CALIFORNIA BUILDING STANDARDS 2566 1/1/24-3/31/24 CA BUILDING

STANDARD GREEN FEES
101000-2213 General Fund JAN-MAR2024 04/25/2024 136176 107.10 CALIFORNIA BUILDING STANDARDS 2566 10/1/23-12/31/23 CA BUILDING

STANDARD GREEN FEES
101000-2213 General Fund OCT-DEC2023 04/25/2024 136176 240.30 CALIFORNIA WOOD RECYCLING 291 APRIL 1-15, 2024 WOOD AND BRUSH

BILLING
304563-5233 Solid Waste
Operations Fund
144852C-IN 04/25/2024 136177 476.32
CANON FINANCIAL SERVICES, INC 3733 001-0668326-008 COPIER- APRIL 2024

SERVICES
101111-5220 General Fund 32424827 04/25/2024 136178 314.42 CHARTER COMMUNICATIONS 5322 8448 20 025 0320222 APR'24 CABLE

UTILITY BILL
101111-5300 General Fund 0320222040124 04/25/2024 136179 245.23 CODE 3 PRODUCTS 3394 PD SUPPLIES-BUSINESS CARDS-H

MONTELONGO
101441-5203 General Fund 0638 04/25/2024 136180 55.00
COMPUTER LOGISTICS CORPORATION 3194 MAY 2024 EMAIL HOST SERVICES 101440-5223 General Fund 85070 04/25/2024 136181 44.00 FAMCON PIPE SUPPLY INC 337 WASTEWATER FORCEMAIN BK

SUPPLIES-NEOPRENE RUBBER
303562-5700 Wastewater
Operations Fund
S100123336.001 04/25/2024 136182 402.19
FAMCON PIPE SUPPLY INC 337 WATER REPAIRS-PARK AVE GATE

VALVE-RUBBER/BOLTS/LUG
301560-5523 Water Operations
Fund
S100123597.001 04/25/2024 136182 2,462.73
FAMCON PIPE SUPPLY INC 337 WATER SUPPLIES-8" VALVES 301560-5523 Water Operations Fund
S100124994.001 04/25/2024 136182 3,000.86
FAMCON PIPE SUPPLY INC 337 WATER SUPPLIES-HOVELS/YELLOW

TAPE/BOXES/LIDS/ETC
301560-5526 Water Operations
Fund
S100125075.002 04/25/2024 136182 1,624.84
FAMCON PIPE SUPPLY INC 337 WATER SUPPLIES-6" VALVE 301560-5523 Water Operations Fund
S100125075.003 04/25/2024 136182 1,040.33
FAMCON PIPE SUPPLY INC 337 WATER SUPPLIES-BALL

VALVES/VALVE BOXES/LIDS
301560-5520 Water Operations
Fund
S100125661.001 04/25/2024 136182 1,197.98
FAMCON UTILITY SUPPLY, INC 1062 WATER PLANT SUPPLIESGLUE/COUPLING/SCH40 PIPE302561-5520 Water Plant Operations Fund
S100125627.001 04/25/2024 136183 70.79
FERGUSON WATERWORKS #1083 1013 WATER METER SUPPLIESSCADAMETRICS SIGNAL

GENERATOR
302561-5520 Water Plant
Operations Fund
0025597 04/25/2024 136184 1,312.02
FGL ENVIRONMENTAL 339 BACTI/MISC WATER QUALITY

ANALYSIS COPH
301560-5230 Water Operations
Fund
20240012 404815A 04/25/2024 136185 145.00
Check Total: 532.41
Check No. 136176
Check Total: 347.40
Check No. 136177
Check Total: 476.32
Check No. 136178
Check Total: 314.42
Check No. 136179
Check Total: 245.23
Check No. 136180
Check Total: 55.00
Check No. 136181
Check Total: 44.00
Check No. 136182
Check Total: 9728.93
Check No. 136183
Check Total: 70.79
Check No. 136184
Check Total: 1312.02
Check No. 136185
Agenda Item No. 08 Page 36 of 39 CC Agenda 05-06-2024
Disbursements for 4/25/2024 Attachment D
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount FGL ENVIRONMENTAL 339 BACTI/MISC WATER QUALITY

ANALYSIS PHWA
302561-5230 Water Plant
Operations Fund
20240014 404816A 04/25/2024 136185 85.00
FGL ENVIRONMENTAL 339 SUPPORT WATER QUALITY

ANALYSIS COPH
301560-5230 Water Operations
Fund
20240012 405764A 04/25/2024 136185 40.00
GRAINGER INC 345 REFUSE SUPPLIES-RUBBER BOOTS 304563-5540 Solid Waste Operations Fund
9005089009 04/25/2024 136186 600.00
GRAINGER INC 345 WATER SUPPLIES-TEST BALL

PLUG/RECOIL STARTER
301560-5520 Water Operations
Fund
9074165466 04/25/2024 136186 233.93
GRAINGER INC 345 WATER SUPPLIES-RECOIL

STARTER/HARD HAT RACK
301560-5520 Water Operations
Fund
9077480755 04/25/2024 136186 65.96
GRAINGER INC 345 WATER SAFETY SUPPLIES-HARD
HATS
301560-5510 Water Operations
Fund
9077480763 04/25/2024 136186 28.78
GRAINGER INC 345 WATER SUPPLIES-ENCLOSR/MNTING

TRACK/CONDUIT OUTLET
302561-5520 Water Plant
Operations Fund
9089357504 04/25/2024 136186 177.86
GRAINGER INC 345 REFUSE SUPPLIESCLEANER/DEGREASER304563-5520 Solid Waste Operations Fund
9976773938 04/25/2024 136186 70.40
GRAINGER INC 345 REFUSE SUPPLIES-RUBBER BOOTS 304563-5540 Solid Waste Operations Fund
9005440814 04/25/2024 136187 163.27
HACH COMPANY 349 WATER PLANT SUPPLIESCOLORIMETER302561-5520 Water Plant Operations Fund
13991709 04/25/2024 136188 1,789.52
HACH COMPANY 349 WATER PLANT SUPPLIESCOLORIMETER302561-5520 Water Plant Operations Fund
13993416 04/25/2024 136188 1,758.93
INDUSTRIAL BOLT AND SUPPLY 1532 FM SUPPLIES- PW REMODEL-TOILET BOLTS
101780-5700 General Fund 245566-1 04/25/2024 136189 44.91 JOHNSON, JASON 4935 3/7/24 & 4/10/24 MILEAGE

REIMBURSEMENT
101673-5411 General Fund 04242024

JOHNSON
04/25/2024 136190 181.30
LOWE'S 1841 WATER SUPPLIES-LUMBER 301560-5520 Water Operations Fund
81236 04/25/2024 136191 68.94
NAUTILUS COVERS 1073 WATER SUPPLIES-MUDVAC

STORAGE COVER
301560-5520 Water Operations
Fund
09816 04/25/2024 136192 2,884.25
ODP BUSINESS SOLUTIONS, LLC 393 OFFICE SUPPLIES-1099 NEC

ENVELOPES
101220-5500 General Fund 350260954001 04/25/2024 136193 103.71 ODP BUSINESS SOLUTIONS, LLC 393 PD OFFICE SUPPLIESTAPE/PENS/BATTERIES/ETC101441-5500 General Fund 352019605001 04/25/2024 136193 218.17 ODP BUSINESS SOLUTIONS, LLC 393 PD OFFICE SUPPLIES-STAMP 101441-5500 General Fund 352046198001 04/25/2024 136193 23.91 ODP BUSINESS SOLUTIONS, LLC 393 OFFICE SUPPLIES-3 TONERSFINANCE COLOR PRINTER101111-5500 General Fund 359256699001 04/25/2024 136193 395.30 ODP BUSINESS SOLUTIONS, LLC 393 OFFICE SUPPLIES-3 TONERSFINANCE COLOR PRINTER101220-5500 General Fund 359256699001 04/25/2024 136193 395.30 Check Total: 270.00
Check No. 136186
Check Total: 1176.93
Check No. 136187
Check Total: 163.27
Check No. 136188
Check Total: 3548.45
Check No. 136189
Check Total: 44.91
Check No. 136190
Check Total: 181.30
Check No. 136191
Check Total: 68.94
Check No. 136192
Check Total: 2884.25
Check No. 136193
Agenda Item No. 08 Page 37 of 39 CC Agenda 05-06-2024
Disbursements for 4/25/2024 Attachment D
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount ODP BUSINESS SOLUTIONS, LLC 393 PD OFFICE SUPPLIESSCISSORS/THERMAL

POUCH/TONER/ET
101442-5500 General Fund 360590761001 04/25/2024 136193 438.15 ODP BUSINESS SOLUTIONS, LLC 393 PD OFFICE SUPPLIES-PAPER 101440-5500 General Fund 360603538001 04/25/2024 136193 953.30 ODP BUSINESS SOLUTIONS, LLC 393 CITY HALL BREAKROOM SUPPLIESCOFFEE101111-5500 General Fund 361793209001 04/25/2024 136193 53.24 PEREZ, JOSE 333 4/19/24 & 4/23/24 PD ADM & PATROL

CAR WASHES
101441-5215 General Fund 04232024-PD 04/25/2024 136194 500.00 PEREZ, JOSE 333 4/23 PDPAT 802 FIRE EXTNGUISHR

MALFUNCTION CLEANUP
101441-5215 General Fund 04232024-PDPAT 04/25/2024 136194 75.00 PORTASTOR 3947 3/18/24-4/17/24 STORAGE CONTAINER

SERVICES
101442-5220 General Fund 422009 04/25/2024 136195 85.00 STATE READY MIX INC. 586 CONCRETE DUMP FEES 304563-5233 Solid Waste Operations Fund
41279 04/25/2024 136196 131.00
TRENCH SHORING COMPANY 3603 WATER EQUIPMENT RENTALTRENCH TOP WELDED301560-5520 Water Operations Fund
RI20396666 04/25/2024 136197 862.50
TYLER TECHNOLOGIES 4190 APR'24 TYLER/MUNIS ERP SERVICES 303562-5700 Wastewater Operations Fund
13865 045-463107 04/25/2024 136198 925.00
TYLER TECHNOLOGIES 4190 APR'24 TYLER/MUNIS ERP SERVICES 101111-5700 General Fund 13865 045-463107 04/25/2024 136198 925.00 TYLER TECHNOLOGIES 4190 APR'24 TYLER/MUNIS ERP SERVICES 301560-5700 Water Operations Fund
13865 045-463107 04/25/2024 136198 925.00
TYLER TECHNOLOGIES 4190 APR'24 TYLER/MUNIS ERP SERVICES 304563-5700 Solid Waste Operations Fund
13865 045-463107 04/25/2024 136198 925.00
TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 101111-5700 General Fund 13865 045-463108 04/25/2024 136198 370.00 TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 304563-5700 Solid Waste Operations Fund
13865 045-463108 04/25/2024 136198 370.00
TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 301560-5700 Water Operations Fund
13865 045-463108 04/25/2024 136198 370.00
TYLER TECHNOLOGIES 4190 MAR'24 TYLER/MUNIS ERP SERVICES 303562-5700 Wastewater Operations Fund
13865 045-463108 04/25/2024 136198 370.00
U.S. ARMOR 727 PD UNIFORM EQUIP-BALLISITC

PANELS- J CHAVEZ
101441-5526 General Fund 45708 04/25/2024 136199 63.08
U.S. ARMOR 727 PD UNIFORM EQUIP-BALLISITC

PANELS- H MONTELONGO
101441-5526 General Fund 45709 04/25/2024 136199 74.89
U.S. ARMOR 727 PD UNIFORM EQUIP-BALLISITC

PANELS-R PEREZ
101441-5526 General Fund 45710 04/25/2024 136199 63.08
USABLUEBOOK 600 WATER PLANT SUPPLIES-FLOAT
SWITCH
302561-5520 Water Plant
Operations Fund
INV00304244 04/25/2024 136200 128.82
USABLUEBOOK 600 WATER PLANT SUPPLIES-FLOAT

SWITCHES PIPE MOUNTED
302561-5520 Water Plant
Operations Fund
INV00326314 04/25/2024 136200 200.91
Check Total: 2581.08
Check No. 136194
Check Total: 575.00
Check No. 136195
Check Total: 85.00
Check No. 136196
Check Total: 131.00
Check No. 136197
Check Total: 862.50
Check No. 136198
Check Total: 5180.00
Check No. 136199
Check Total: 201.05
Check No. 136200
Agenda Item No. 08 Page 38 of 39 CC Agenda 05-06-2024
Disbursements for 4/25/2024 Attachment D
4/26/2024
Vendor Name Vendor # Invoice General Description GL Account Fund PO Number Invoice Number Check Date Check/EFT # Detail Amount USABLUEBOOK 600 WATER PLANT SUPPLIES-DC

POWER SUPPLY
302561-5520 Water Plant
Operations Fund
INV00330482 04/25/2024 136200 145.25
USABLUEBOOK 600 WATER PLANT SUPPLIES-POWR

SUPPLY/CHLORN REAGNT SET
302561-5520 Water Plant
Operations Fund
INV00330754 04/25/2024 136200 616.51
VENTURA COUNTY AUTO SUPPLY INC 4746 AUTOMOTIVE REPAIRS-PD VEH80718-

BRAKE PADS & ROTORS
101554-5523 General Fund 002215 04/25/2024 136201 358.42 VENTURA COUNTY AUTO SUPPLY INC 4746 AUTOMOTIVE SUPPLIES-INVENTORYFILTERS101554-5523 General Fund 002217 04/25/2024 136201 81.04 VERIZON BUSINESS SERVICES 3503 SV193393 UTILITY BILL 101111-5300 General Fund 72895966 04/25/2024 136202 27.00 VERIZON BUSINESS SERVICES 3503 SV193394 UTILITY BILL 101111-5300 General Fund 72896936 04/25/2024 136202 1,003.85 VERIZON BUSINESS SERVICES 3503 SV193395 UTILITY BILL 101111-5300 General Fund 72898322 04/25/2024 136202 237.63 VERIZON BUSINESS SERVICES 3503 SV731843 UTILITY BILL 101111-5300 General Fund 78289339 04/25/2024 136202 4.89 WESTERN EXTERMINATOR CO 211 PEST CONTROL MAINTENANCE-PW700 E PORT HUENEME RD101780-5212 General Fund 59482726 04/25/2024 136203 121.74 WESTERN EXTERMINATOR CO 211 RODENT CONTROL MAINTENANCECITY HALL101780-5212 General Fund 59484046 04/25/2024 136203 58.55 WESTERN EXTERMINATOR CO 211 RODENT CONTROL EXTERIORPUBLIC WORKS101780-5212 General Fund 59484665 04/25/2024 136203 68.00 WESTERN EXTERMINATOR CO 211 PEST CONTROL MAINTENANCE-CITY HALL
101780-5212 General Fund 59485483 04/25/2024 136203 288.00 WESTERN EXTERMINATOR CO 211 DUMPTRUCK RODENT EXCLUSIONPW-700E PORT HUENEME RD304563-5204 Solid Waste Operations Fund
58429302 04/25/2024 136204 616.00
Grand Total 208,596.94
Check No. 136203
Check Total: 536.29
Check No. 136204
Check Total: 616.00
Check Total: 1091.49
Check No. 136201
Check Total: 439.46
Check No. 136202
Check Total: 1273.37
Agenda Item No. 08 Page 39 of 39 CC Agenda 05-06-2024
DATE: May 6, 2024
TO: Honorable City Council
FROM: Lupe Acero, Finance Director
James Vega, City Manager
SUBJECT: TREASURER’S QUARTERLY INVESTMENT REPORT – MARCH 31, 2024
RECOMMENDATION:

It is recommended the City Council receive and file the March 31, 2024 Treasurer’s Reports as presented.

BACKGROUND/ANALYSIS:

The information provided in the attached March 31, 2024 Treasurer’s Reports has been verified to be in conformity with the City of Port Hueneme updated Investment Policy approved by the City Council on September 18, 2023. The Investment report includes the most recent investment with Chandler Asset Management; which was funded in October with an initial investment of $20,000,000.

The City's cash management system is designed to accurately monitor and forecast expenditures and revenues, thus enabling the City to invest funds to the fullest extent possible. The City attempts to obtain the highest yield obtainable as long as investments meet the criteria established for safety and liquidity. The basic premise underlying the City’s investment philosophy is, and will continue to be, to ensure that money is always safe and available when needed.

FISCAL IMPACT:

None. This item does not require an expenditure of funds.

STRATEGIC PLAN:

Primary Strategic Pillar(s) and Initiative(s):

Fiscal and Economic Excellence
• Establish Key Performance Indicators and systems for data management to help leaders monitor, measure and report, progress and successes ATTACHMENT:

A. Treasurer’s Quarterly Investment Report for the quarter ending March 31, 2024.

Agenda Item No. 09 Page 1 of 3 CC Agenda 05-06-2024
This Page Intentionally Left Blank
Agenda Item No. 09 Page 2 of 3 CC Agenda 05-06-2024

TYPE OF FAIR QUARTERLY INVESTMENT ESTIMATED YIELD ESTIMATED ESTIMATED

DESCRIPTION OF INVESTMENT INVESTMENT VALUE INTEREST RATING TO MATURITY ANNUAL YIELD VALUE Ventura County Investment Pooled Investment 7,300,598$ 1.72% AAA 1.72% 125,570$ 7,426,168$ Wells Fargo - General Pool Acct Cash 26,473,365$ 1.09% AAA 1.09% 288,560$ 26,761,925$ Wells Fargo - Housing Authority Pool Cash 846,650$ 1.09% AAA 1.09% 9,228$ 855,878$ Chandler Asset Management Limited Maturity Securities 20,493,894$ 1.50% AAA 5.20% 1,065,682$ 21,559,577$ State of CA-LAIF City Pooled MM 37,280,452$ 4.30% AAA 4.30% 1,603,059$ 38,883,512$ State of CA-LAIF Housing Pooled MM 2,088,792$ 4.30% AAA 4.30% 89,818$ 2,178,610$ TOTAL 94,483,751$ 3,181,918$ 97,665,669$
Prepared by:_______________________________ Approved by:_________________________________________ Lupe Acero, Finance Director James Vega, City Manager
Source: Investment reports and Wells Fargo Bank Statements

CITY OF PORT HUENEME
TREASURER'S QUARTERLY INVESTMENT REPORT AT MARCH 31, 2024 It has been verified that this investment portfolio is in conformity, exclusive of items identified, with the City of Port Hueneme Investment Policy approved by City Council on 9-18-23. The investment objectives are to provide safety to ensure the preservation of capital in the portfolio, provide sufficient liquidity for cash needs and a market rate of return consistent with the investment programs. $7,300,598 $20,493,894
$27,320,015
$39,369,244
$94,483,751 8% 22%
29%
42%
100%
0%
20%
40%
60%
80%
100%
120%
$-
$10,000,000
$20,000,000
$30,000,000
$40,000,000
$50,000,000
$60,000,000
$70,000,000
$80,000,000
$90,000,000
$100,000,000
Ventura County
Investment Chandler Investment Cash Pooled MoneyAccounts (LAIF) INVESTMENT BY CATEGORY Amount Percent
DocuSign Envelope ID: 308C3B0C-2F9F-4D5F-B6E0-1C7AEAB23C2E Agenda Item No. 09 Page 3 of 3 CC Agenda 05-06-2024
Attachment A
DATE: May 6, 2024
TO: Honorable City Council
FROM: James Vega, City Manager
Charles Cable, PE Principal Engineer
SUBJECT: AUTHORIZATION TO ISSUE A REQUEST FOR BID (RFB) FOR

HUENEME BEACH CONCRETE WALKWAY REPLACEMENT
RECOMMENDATION:

It is recommended that the City Council authorize soliciting a Request for Bids (RFB) to repair or replace damaged concrete walkways at Hueneme Beach.

BACKGROUND/ANALYSIS:

During the FY23-24 budget process, the City Council approved a $250,000 allocation for maintaining concrete walkways for areas outside the public Right of Way. These areas include walkways in parks, the recreation corridor, and Hueneme Beach.

Staff has identified several areas requiring replacement and reinforcement along the concrete walkway path along Hueneme Beach. Cracked and broken concrete not only detracts from the aesthetic appeal of surfaces but also compromises structural integrity, potentially leading to safety hazards and the need for repairs or replacement. Several areas have various forms of damage, including structural distress and wear over time.

Any concrete areas to be removed will be replaced with a reinforced concrete section that can withstand heavy equipment such as the City’s boom truck, backhoe, skip loader, and other equipment. The attached RFB includes a site map that identifies all locations that will be repaired/replaced.

Contingent to this item being approved, Staff is proposing to release the RFB on May 7, 2024, with a closing date of May 22, 2024.

FISCAL IMPACT:

None. This item does not require an expenditure of funds.

Agenda Item No. 10 Page 1 of 58 CC Agenda 05-06-2024
RFB Hueneme Beach Walkway
May 6, 2024

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Port Hueneme City CouncilMay 6, 2024

Port Hueneme City Council
May 6, 2024