Agenda packet — San Fernando City Council, February 18, 2025 (part 1 of 3)

Staff Contact Nick Kimball, City Manager

CITY OF SAN FERNANDO

CITY COUNCIL

MEETING AGENDA
SPECIAL MEETING – 5:00 PM
\REGULAR MEETING – 6:00 PM
TUESDAY, FEBRUARY 18, 2025

CITY HALL COUNCIL CHAMBERS
117 MACNEIL STREET
SAN FERNANDO, CA 91340
Please visit the City’s YouTube channel to live stream and watch previously recorded City Council meetings, which is also available with Spanish subtitles at: https://www.youtube.com/c/CityOfSanFernando In accordance with the Americans with Disabilities Act of 1990, if you require a disability-related modification/accommodation to attend or participate in this meeting, including in-person translation services, or other services please call the City Clerk Department at (818) 898-1204 or email at [email protected] at least 2 business days prior to the meeting.

CALL TO ORDER - SPECIAL MEETING 5:00 P.M. (CLOSED SESSION)

ROLL CALL

APPROVAL OF SPECIAL MEETING AGENDA (CLOSED SESSION)

PUBLIC STATEMENTS FOR SPECIAL MEETING (CLOSED SESSION)
There will be a three (3) minute limitation for each member of the audience who wishes to make comments relating to City Business. Anyone wishing to speak, please fill out the blue form located at the Council Chambers entrance and submit it to the City Clerk. When addressing the City Council, please speak into the microphone and voluntarily state your name and address.

RECESS TO CLOSED SESSION
A) CLOSED SESSION PURSUANT TO GOVERNMENT CODE SECTION 54956.9(D)(2) AND 54956.9(E)(1) – CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION:

One (1) Matter

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SAN FERNANDO CITY COUNCIL
Special and Regular Meeting Notice and Agenda – February 18, 2025

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REGULAR MEETING - PUBLIC PARTICIPATION OPTIONS

WATCH THE MEETING
Live stream with audio and video, via YouTube, at: https://www.youtube.com/c/CityOfSanFernando

SUBMIT PUBLIC COMMENT IN PERSON
Members of the public may provide comments in person in the City Council Chambers during the Public Comments section of the Agenda by submitting a comment card to the City Clerk.

SUBMIT PUBLIC COMMENT VIA EMAIL
Members of the public may submit comments by email to [email protected] no later than 12:00 p.m. the day of the meeting, to ensure distribution to the City Council prior to consideration of the agenda. Comments received via email will be distributed to the City Council and made part of the official public record of the meeting.

CALL-IN TO PROVIDE PUBLIC COMMENT LIVE DURING THE MEETING Members of the public may call-in between 6:00 p.m. and 6:15 p.m. Comments will be heard in the order received, and limited to three minutes. If necessary, the call-in period may be extended by the Mayor. Note: This is audio only and no video.

Call-in Telephone Number: (669) 900-6833
Meeting ID: 833 6022 0211
Passcode: 924965
When connecting to the Zoom meeting to speak, you will be placed in a virtual “waiting area,” with your audio disabled, until it is your turn to speak and limited to three minutes.

CALL TO ORDER - REGULAR MEETING 6:00 P.M. (OPEN SESSION)

ROLL CALL

TELECONFERENCING REQUESTS/DISCLOSURE
Recommend consideration of requests received for remote teleconference meeting participation made by members of the City’s legislative bodies, as permitted under the provisions of Assembly Bill (AB) 2449, Government Code Section 54953, and the City of San Fernando adopted Resolution No. 8215, effective March 1, 2023.

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SAN FERNANDO CITY COUNCIL
Special and Regular Meeting Notice and Agenda – February 18, 2025

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PLEDGE OF ALLEGIANCE
Led by City Clerk Julia Fritz

APPROVAL OF REGULAR MEETING AGENDA
Recommend that the City Council approve the agenda as presented and move that all ordinances presented tonight be read in title only as authorized under Government Code Section 36934.

PRESENTATIONS
A. PRESENTATION OF EDUCATION COMMISSION CERTIFICATES OF RECOGNITION FOR FEBRUARY

STUDENT OF THE MONTH FOR KINDNESS
• Samantha Redmond (Glenoaks Christian Schools)
B. PRESENTATION OF A CERTIFICATE OF RECOGNITION TO BLANCA ROSA ERAZO SALGUERO FOR

CREATING OPPORTUNITIES WITH LOCAL ART

DECORUM AND ORDER
The City Council, elected by the public, must be free to discuss issues confronting the City in an orderly environment. Members of the public attending City Council meetings shall observe the same rules of order and decorum applicable to the City Council (SF Procedural Manual). Any person making impertinent derogatory or slanderous remarks or who becomes boisterous while addressing the City Council or while attending the City Council meeting, may be removed from the room if the Presiding Officer so directs the sergeant-at-arms and such person may be barred from further audience before the City Council.

PUBLIC STATEMENTS
Members of the public may provide comments in person in the City Council Chambers during the Public Comments section of the Agenda by submitting a comment card to the City Clerk.

Members of the public may submit comments by email to [email protected] no later than 12:00 p.m. the day of the meeting to ensure distribution to the City Council and made part of the official public record of the meeting.

Members of the public may provide a live public comment by calling in between 6:00 p.m. and 6:15 p.m. CALL-IN INFORMATION: Telephone Number: (669) 900-6833; Meeting ID: 833 6022 0211; Passcode: 924965
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Special and Regular Meeting Notice and Agenda – February 18, 2025

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CONSENT CALENDAR
Items on the Consent Calendar are considered routine and may be disposed of by a single motion to adopt staff recommendation. If the City Council wishes to discuss any item, it should first be removed from the Consent Calendar.
1) CONSIDERATION TO APPROVE CITY COUNCIL MEETING MINUTES:
a. February 17, 2009 – CC Regular Meeting d. February 23, 2009 – RDA Meeting b. February 17, 2009 – RDA Regular Meeting e. December 6, 2010 – Regular Meeting c. February 23, 2009 – Regular Meeting
2) CONSIDERATION TO ADOPT A RESOLUTION APPROVING THE WARRANT REGISTER Recommend that the City Council adopt Resolution No. 25-022 approving the Warrant Register. 3) RECEIVE AND FILE STATUS UPDATES FOR ENHANCEMENTS, PROJECTS, AND CITY COUNCIL

PRIORITIES
Recommend that the City Council receive and file the status report for FY 2024-2025 Enhancements, Capital Projects, and City Council Priorities, and provide direction, as appropriate.
4) CONSIDERATION TO RECEIVE AND FILE THE ANNUAL COMPREHENSIVE FINANCIAL REPORT FOR THE FISCAL YEAR ENDING JUNE 30, 2024
Recommend that the City Council receive and file the Annual Comprehensive Financial Report for the fiscal year ending June 30, 2024.
5) CONSIDERATION TO ADOPT A RESOLUTION AUTHORIZING SUBMITTAL OF A GRANT

APPLICATION, IN PARTNERSHIP WITH HABITAT FOR HUMANITY OF GREATER LOS ANGELES,

TO THE CALIFORNIA DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT FOR THE 2024 HOMEOWNERSHIP SUPER NOTICE OF FUNDING AVAILABILITY Recommend that the City Council:
a. Adopt Resolution No. 8367 authorizing the preparation and submittal of a grant application in partnership with Habitat for Humanity of Greater Los Angeles, in the amount of up to $5 million from the California Department of Housing and Community Development for the 2024 Homeownership Super Notice of Funding Availability; and b. Authorize the City Manager, or designee, to execute the application, the Standard Agreements, and any subsequent amendments or modifications thereto, as well as any other documents required by HCD for participation in the CalHome Program, and any amendments thereto.

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6) CONSIDERATION TO ADOPT A RESOLUTION APPROVING A GRAFFITI ABATEMENT POLICY Recommend that the City Council adopt Resolution No. 8364, approving a Graffiti Abatement Policy.
7) CONSIDERATION TO ADOPT A RESOLUTION INITIATING PROCEEDINGS FOR FISCAL YEAR 2025-2026 LEVY OF ANNUAL ASSESSMENTS FOR THE LANDSCAPING AND LIGHTING ASSESSMENT DISTRICT AND ORDERING THE ENGINEER’S REPORT
Recommend that the City Council:
a. Adopt Resolution No. 8366 initiating the proceedings for the Fiscal Year 2025-2026 Levy of Annual Assessments for the Landscaping and Lighting Assessment District; and b. Order the preparation of the Engineer’s Report.
8) CONSIDERATION TO ACCEPT PROJECT COMPLETION AND AUTHORIZE THE RECORDATION OF

A NOTICE OF COMPLETION FOR THE PIONEER PARK PLAYGROUND RENOVATION PROJECT Recommend that the City Council:
a. Accept the work completed by Great Western Recreation dba Great Western Installations Inc. for the Pioneer Park Playground Renovation Project; and b. Authorize the issuance and filing of the Notice of Completion with the Los Angeles County Office of the Registrar-Recorder/County Clerk.

PUBLIC HEARING
9) A PUBLIC HEARING TO CONSIDER ADOPTING A RESOLUTION APPROVING THE APPEAL FILED BY THE APPLICANT, MIDLAND CONTRACTORS, INC., OVERTURNING THE PLANNING AND PRESERVATION COMMISSION’S DENIAL OF SITE PLAN REVIEW NO. 2024-001 AND ISSUE A CERTIFICATE OF USE TO ALLOW FOR A 3-STORY, 10-UNIT TOWNHOUSE STYLE RESIDENTIAL

MULTI-FAMILY DEVELOPMENT AND TWO DETACHED ACCESSORY DWELLING UNITS LOCATED AT 833 N. BRAND BOULEVARD IN THE R-2/PD ZONE
Recommend that the City Council:
a. Conduct a Public Hearing;
b. Pending public testimony, either:

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Special and Regular Meeting Notice and Agenda – February 18, 2025

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1. Adopt Resolution 8365 (Attachment “A”) titled, “A Resolution of the City Council of the City of San Fernando, California, Approving an Appeal Filed by the Applicant, Midland Contractors, Inc., overturning the Planning and Preservation Commission’s Denial of Site Plan Review No. 2024-001, and issue a Certificate of Use to Allow the Development of a 3-Story, 10-Unit Townhouse Style Residential Multi-Family Dwelling Structure that Includes Two Deed Restricted Affordable Units and with Two Detached Accessory Dwelling Units at 833 N. Brand Boulevard in the Multi-Family Dwelling/Precise Development Overlay Zone (R-2/PD);
OR

2. Deny the Appeal and affirm the Planning and Preservation Commission’s Denial of Site Plan Review No. 2024-001, and of issuing a Certificate of Use for the Development of a 3-Story, 10-Unit Townhouse Style Residential Multi-Family Dwelling Structure that Includes Two Deed Restricted Affordable Units and with Two Detached Accessory Dwelling Units at 833 N. Brand Boulevard in the Multi-Family Dwelling/Precise Development Overlay Zone (R-2/PD).
10) A PUBLIC HEARING TO CONSIDER ADOPTING AN ORDINANCE APPROVING A MILITARY USE

EQUIPMENT POLICY GOVERNING THE USE OF MILITARY EQUIPMENT, AS REQUIRED BY ASSEMBLY BILL 481; AND APPROVAL OF THE 2024 ANNUAL MILITARY EQUIPMENT REPORT Recommend that the City Council:
a. Conduct a Public Hearing;
b. Pending public input, introduce for first reading, in title only, and waive further reading of Ordinance No. 1731 titled, “An Ordinance of the City Council of the City of San Fernando, California, adopting a Military Equipment Policy governing the use of military equipment pursuant to Assembly Bill 481”; and
c. Approve the 2024 Annual Military Equipment Report.

ADMINISTRATIVE REPORTS
11) RECEIVE AND FILE AN INFORMATIONAL PRESENTATION ON THE CITY’S PENSION AND OTHER

POST-EMPLOYMENT BENEFITS LIABILITIES
Recommend that the City Council:
a. Receive and file a presentation from staff; and
b. Provide additional direction as appropriate.

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Special and Regular Meeting Notice and Agenda – February 18, 2025

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12) PRESENTATION AND DISCUSSION OF THE MID-YEAR BUDGET REVIEW FOR FISCAL YEAR 2024-2025; AND CONSIDERATION TO ADOPT A RESOLUTION APPROVING THE MID-YEAR

PROPOSED BUDGET
Recommend that the City Council:
a. Review and discuss the Mid-Year Budget Review for Fiscal Year 2024-2025; b. Adopt Resolution No. 8368 amending the City’s FY 2024-2025 Budget to include the proposed mid-year adjustments; and
c. Review the FY 2025-2026 Budget Calendar.
13) DISCUSSION AND CONSIDERATION REGARDING A "SANCTUARY CITY STATUS" FOR THE CITY

OF SAN FERNANDO
This item was agendized by Vice Mayor Mary Solorio.
14) DISCUSSION AND CONSIDERATION REQUESTING A REPORT ON THE CONDITION AND REPAIR PROGRESS OF THE CESAR E. CHAVEZ MURAL
This item was agendized by Councilmember Patty Lopez.
15) DISCUSSION AND CONSIDERATION REGARDING LEGAL PROCESSES FOR COMMISSIONER

NOMINATIONS
This item was agendized by Councilmember Patty Lopez.
16) DISCUSSION AND CONSIDERATION REGARDING TRAFFIC MANAGEMENT AND SAFETY NEAR

SAN FERNANDO MIDDLE SCHOOL AND SAN FERNANDO ELEMENTARY
This item was agendized by Councilmember Victoria Garcia.

STAFF COMMUNICATION INCLUDING COMMISSION UPDATES

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Special and Regular Meeting Notice and Agenda – February 18, 2025

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ADJOURNMENT
The meeting will adjourn to its next regular meeting on March 3, 2025.

AFFIDAVIT OF POSTING
I hereby certify under penalty of perjury under the laws of the State of California that the foregoing agenda was posted on the City Hall bulletin board not less than 72 hours prior to the meeting.

Dated: _________________ at: ______________
Signed By: _____________________________
Agendas and complete Agenda Packets (including staff reports and exhibits related to each item) are posted on the City’s `Internet website www.sfcity.org. These are also available for public reviewing prior to a meeting in the City Clerk Department. Any public writings distributed by the City Council to at least a majority of the Councilmembers regarding any item on this regular meeting agenda will also be made available at the City Clerk Department at City Hall located at 117 Macneil Street, San Fernando, CA, 91340 during normal business hours. In addition, the City may also post such documents on the City’s website at www.sfcity.org. In accordance with the Americans with Disabilities Act of 1990, if you require a disability-related modification/accommodation to attend or participate in this meeting, including auxiliary aids or services please call the City Clerk Department at (818) 898-1204 or [email protected] at least 48 hours prior to the meeting.

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SAN FERNANDO CITY COUNCIL

MINUTES
February 17, 2009 – 6:00 P.M.

REGULAR MEETING
City Hall Council Chamber
117 Macneil Street
San Fernando, CA 91340

CALL TO ORDER/ROLL CALL
Mayor Steven Veres called the meeting to order at 7:42 p.m.

Present:

Council: Mayor Steven Veres, Mayor Pro Tem Brenda Esqueda, Councilmembers Ernesto Rubio Hernández and Maribel De La Torre
Staff: City Administrator José E. Pulido, Assistant City Attorney Melissa Crosthwaite, and City Clerk Elena G. Chávez

Absent: Councilmember Nury Martinez (on maternity leave) PLEDGE OF ALLEGIANCE Mayor Veres
INVOCATION None

APPROVAL OF AGENDA
Motion by Councilmember De La Torre, seconded by Mayor Pro Tem Esqueda, to approve the agenda, as amended to pull Agenda Item No. 7 for future discussion and to add an item for discussion regarding the Bone Marrow Brewline event. By consensus, the motion carried.

PUBLIC STATEMENTS – WRITTEN/ORAL
Tom Ross
Sylvia Ballin
Leslie Aisenman

CONSENT CALENDAR
Councilmember De La Torre pulled Item No. 1 for discussion. Councilmember Hernandez pulled Item Nos. 2 and 4 for discussion.

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MEETING MINUTES – February 17, 2009

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Motion by Councilmember De La Torre, seconded by Councilmember Hernandez, to approve the Consent Calendar excluding Item Nos. 1, 2 and 4:
3) LOS ANGELES RADIO INTEROPERABLE COMMUNICATIONS SYSTEMS JOINT POWERS

AGREEMENT
By consensus, the motion carried.

Motion by Councilmember De La Torre, seconded by Mayor Veres to approve:
1) APPROVAL OF WARRANT REGISTER NO. 09-022
2) RESOLUTION AUTHORIZING THE SIGNING OF A CONTRACT WITH THE COUNTY OF LOS

ANGELES FOR PROVIDING SERVICES FOR THE ELDERLY NUTRITION PROGRAM IN SAN

FERNANDO AND BUDGET AMENDMENT RESOLUTION
4) ADOPTION OF THE EMERGENCY OPERATIONS PLAN (EOP)
By consensus, the motion carried.

NEW BUSINESS
5) SAN FERNANDO KIWANIS CLUB REQUEST FOR FACILITY USE FEE WAIVER Motion by Mayor Veres, seconded by Councilmember De La Torre to approve a fee waiver for the use of the Heritage Park Tea House in order to conduct weekly meetings by the San Fernando Kiwanis Club. By consensus, the motion carried. 6) FIORELLO V. CHALK & VERMILION FINE ARTS, INC., ET AL, CASE NO. PC 042572;

REQUEST FOR CONFLICT WAIVER
The City Council approved the request of the law firm of Christensen Ehret, that the City waive any potential conflicts of interest that may arise as a result of that firm representing both Palp, Inc., dba Excel Paving Co. and the City of San Fernando in the above referenced case. By consensus, the motion carried.

CITY COUNCIL ITEMS
7) DISCUSSION REGARDING REMOVAL OF TREES FROM RESIDENTIAL PROPERTIES This item was continued to a future date uncertain.
8) APPOINTMENT TO THE PARKS, WELLNESS AND RECREATION COMMISSION Motion by Mayor Pro Tem Esqueda, seconded by Mayor Veres to approve the appointment of Jennifer Perez to serve on the Parks, Wellness and Recreation Commission. By consensus, the motion carried.

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MEETING MINUTES – February 17, 2009

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Walk on Item

CONSIDERTION TO APPROVE A REQUEST FOR AN AMPLIFIER SOUND PERMIT DURING THE BONE MARROW DONER DRIVE EVENT ON FEBRUARY 21, 2009
Motion by Councilmember De La Torre, seconded by Mayor Veres to approve the request for Amplifier Sound Permit. By consensus, the motion carried.

GENERAL COUNCIL COMMENTS
Councilmember De La Torre commented on the Bone Marrow Doner drive event and encouraged everyone to sign up as a bone marrow donor, congratulated Mariachi Los Camperos de Nati Cano for winning a Grammy for best Mexican regional album and requested that tonight’s meeting close in memory of Ray Groff.

Councilmember Hernández had no updates to report.

Mayor Pro Tem Esqueda reported she met with business owners and discussed graffiti concerns.

Mayor Veres commented on the upcoming PAC luncheon and the San Fernando Little League baseball opening day event.

STAFF COMMUNICATIONS
No updates to report.

ADJOURNMENT (8:16 P.M.)
Motion by Mayor Veres, seconded by Councilmember Hernandez to adjourn the meeting in memory of Ray Groff. By consensus, the motion carried.

The current sitting members of the City Council approved the minutes as to form only during the meeting of February 18, 2025, and are not validating the accuracy of the minutes since they were not part of the City Council during that time period.

I do hereby certify that the foregoing is a true and
correct copy of the minutes of February 17, 2009
regular meeting as approved by the San Fernando City
Council.
____________________________
Julia Fritz
City Clerk
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SAN FERNANDO CITY COUNCIL AND

REDEVELOPMENT AGENCY

MINUTES
FEBRUARY 17, 2009 – 6:00 PM

REGULAR MEETING
City Hall Council Chamber
117 Macneil Street
San Fernando, CA 91340

CALL TO ORDER/ROLL CALL
Chair Steven Veres called the meeting to order at 6:06 p.m.

Present:

Agency: Chair Steven Veres, Vice-Chair Brenda Esqueda, and Members Maribel De La Torre, and Ernesto Rubio Hernández
Staff: Executive Director José E. Pulido, Agency Counsel Melissa Crosthwaite, and Secretary Elena G. Chávez

Absent: Member Nury Martinez (on maternity leave)

APPROVAL OF AGENDA
Motion by Member De La Torre, seconded by Member Hernandez, to approve the agenda. The motion carried.

PUBLIC STATEMENTS – WRITTEN/ORAL
Jose Torres
Jackie Elliot
Diana Correz
Pauline Gautin
Christina Contreras
Gloria Lee
Ed Vandenberg
Sharon Aisenman
Adriana Gomez
Fidel Ramirez
Julie Cuellar
Leslie Aisenman
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SAN FERNANDO REDEVELOPMENT AGENCY
MINUTES – February 17, 2009

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CONSENT CALENDAR
Motion by Member De La Torre, seconded by Member Hernandez to:
1) APPROVAL OF RESOLUTION NO. 1025 TO REIMBURSE THE CITY FOR REDEVELOPMENT

EXPENSES
By consensus, the motion carried.

NEW BUSINESS
Vice Chair Esqueda and Member De La Torre declared potential conflicts of interest regarding Item No. 2. The Board continued the item to a date uncertain, pending the return of Member Nury Martinez from maternity leave.
2) SITE PLAN REVIEW 2008-25: PROPOSED ADDITION AND IMPROVEMENTS TO SCHOOL BUILDING AND SITE AT 1218 FOURTH STREET
AGENCY DISCUSSION None
STAFF COMMUNICATION None
ADJOURNMENT (6:32 P.M.)
By consensus, the meeting was adjourned.

I do hereby certify that the foregoing is a true and
correct copy of the minutes of February 17, 2009
meeting as approved by the San Fernando
Redevelopment Agency.
____________________________
Julia Fritz
Secretary
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SAN FERNANDO CITY COUNCIL

MINUTES
February 23, 2009 – 6:00 P.M.

REGULAR MEETING
City Hall Council Chamber
117 Macneil Street
San Fernando, CA 91340

CALL TO ORDER/ROLL CALL
Mayor Steven Veres called the meeting to order at 6:08 p.m.

Present:

Absent: Councilmember Nury Martinez (on maternity leave) PLEDGE OF ALLEGIANCE Mayor Veres

APPROVAL OF AGENDA
Motion by Councilmember E. Hernandez, seconded by Mayor Veres, to approve the agenda.

By consensus, the motion carried.

PUBLIC STATEMENTS – WRITTEN/ORAL
Juana (last name not provided)
Leslie Aisenman
Adriana Gomez
Sharon Aisenman

CONTINUED BUSINESS
1) PARK AVENUE STREETSCAPE CONCEPTUAL DESIGN STUDY SESSION Mayor Veres opened the public hearing.

Staff presented the staff report and responded to Councilmember questions.

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MEETING MINUTES – February 23, 2009

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Mayor Veres opened public comments.

Greg Bernard
Sharon Aisenman
Ian Fitzsimmons
The City Council directed staff to return to the next meeting with information on changing the street name from “Robert F. Kennedy Drive” to “First Street”; and information on the interim way finding program for the Regional Pool at Park A venue.

NEW BUSINESS
2) AWARD OF CONTRACT FOR PARK AVENUE STREETSCAPE STREET LIGHTS Motion by Mayor Pro Tem Esqueda, seconded by Councilmember De La Torre to accept the lowest qualified responsive bid from U.S. Pole Company, Inc., dba U.S. Architectural Lighting for luminaries and light posts for Park Avenue; and authorize the City Administrator to execute a contract with U.S. Pole Company, Inc., dba U.S. Architectural Lighting in an amount not to exceed $85,500. The motion carried, by consensus. 3) FISCAL YEAR (FY) 2008-2009 MID-YEAR BUDGET REVIEW
Motion by Councilmember E. Hernandez, seconded by Councilmember De La Torre to apply a 3% decrease on expenditures across the board and return to the next study session with discussion on applying an additional 3% decrease of expenditures. The motion carried, by consensus.

ADJOURNMENT (10:16 P.M.)
By consensus, the City Council adjourned the meeting to the next regular meeting.

I do hereby certify that the foregoing is a true and
correct copy of the minutes of February 23, 2009
regular meeting as approved by the San Fernando City
Council.
____________________________
Julia Fritz
City Clerk
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SAN FERNANDO CITY COUNCIL AND

REDEVELOPMENT AGENCY

MINUTES
FEBRUARY 23, 2009 – 6:00 PM

REGULAR MEETING
City Hall Council Chamber
117 Macneil Street
San Fernando, CA 91340

CALL TO ORDER/ROLL CALL
Chair Steven Veres called the meeting to order at 10:19 p.m.

Present:

Absent: Member Nury Martinez (on maternity leave)

APPROVAL OF AGENDA
Motion by Member De La Torre, seconded by Member Hernandez, to approve the agenda. The motion carried.

PUBLIC STATEMENTS – WRITTEN/ORAL
None

NEW BUSINESS
1) FISCAL YEAR (FY) 2008-2009 MID-YEAR BUDGET REVIEW
The City Council directed staff to return with a budget resolution amending the FY 2008- 2009 Redevelopment Agency Adopted Budget to the March 2, 2009 as follows:

Proposed Budget adjustments

1. Amendment for payment made to Taxing Entities per Assembly Bill 1389 in the amount of 135,032; and
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SAN FERNANDO REDEVELOPMENT AGENCY
MINUTES – February 23, 2009

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2. Amendment for payment of the 2009 County Education Revenue Augmentation Fund (ERAF) in the amount of $426,540, totaling $561,572.

The motion carried, by consensus.

ADJOURNMENT (10:45 P.M.)
By consensus, the meeting was adjourned.

I do hereby certify that the foregoing is a true and
correct copy of the minutes of February 23, 2009
meeting as approved by the San Fernando
Redevelopment Agency.
____________________________
Julia Fritz
Secretary
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SAN FERNANDO CITY COUNCIL

MINUTES
DECEMBER 6, 2010 – 6:00 P.M.

REGULAR MEETING
City Hall Council Chambers
117 Macneil Street
San Fernando, CA 91340

CALL TO ORDER/ROLL CALL
Mayor Mario F. Hernández called the meeting to order at 6:08 p.m.

Present:

Council: Mayor Mario F. Hernández, Mayor Pro Tem Brenda Esqueda, Councilmembers Ernesto Rubio Hernández (arrived at 6:20 p.m.), Maribel De La Torre and Steven Veres
Staff: Interim City Administrator Al Hernández, City Attorney Michael Estrada, and City Clerk Elena G. Chávez

Absent: None
PLEDGE OF ALLEGIANCE Mayor M. Hernández

APPROVAL OF AGENDA
Motion by Councilmember Veres, seconded by Mayor Pro Tem Esqueda, to approve the agenda. By consensus, the motion carried.

PUBLIC STATEMENTS – WRITTEN/ORAL
Fred Olivas questioned the use of City funds that were slated for the Senior Center.

The following spoke about concerns with the senior meal program:

Isabel Bustamente
Avilia Montez
Nicholas Garcia
Remelia Avila Ramires
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MINUTES – December 6, 2010

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Lydia Guerrero
Julia Martine
David
Louis
Female speaker
John Blue read a statement regarding negative communications with Mayor Pro Tem Esqueda, and concerns about the city’s budget.

Jose Chavez (donated speaker time to John Blue)
Julie Cuellar extended thanks to Mayor Pro Tem Esqueda and the Police Department for their work in the community.

CONSENT CALENDAR
Mayor Hernandez pulled Item Nos. 2 and 5 for discussion.

Motion by Mayor Pro Tem Esqueda to approve the Consent Calendar excluding Item Nos. 1 and 5:
1) APPROVAL OF MINUTES OF:
a) OCTOBER 5, 2009 – REGULAR MEETING
b) NOVEMBER 2, 2009 – REGULAR MEETING
c) NOVEMBER 1, 2010 – REGULAR MEETING
d) NOVEMBER 8, 2010 – SPECIAL (JOINT PWR COMMISSION) MEETING e) NOVEMBER 15, 2010 – REGULAR MEETING
f) NOVEMBER 18, 2010 – SPECIAL MEETING
3) FINANCIAL STATEMENT – SEPTEMBER 2010
4) BUSINESS LICENSE PERMIT RENEWALS FOR CALENDAR YEAR 2011 6) SECOND READING, ADOPTION OF ORDINANCE NO. 1601 AMENDING SUBSECTION (B) OF SECTION 2-837 OF SUBDIVISION III OF DIVISION 6 OF ARTICLE VI OF CHAPTER 2 OF THE

SAN FERNANDO CITY CODE REGARDING CONTRACTS FOR CONSULTANTS OR SPECIAL

SERVICES PAID FOR BY THIRD PARTIES
7) SECOND READING, ADOPTION OF ORDINANCE NO. 1602 AMENDING ARTICLE I OF CHAPTER 78 OF THE SAN FERNANDO CITY CODE REGARDING OWNER-INITIATED

MERGER OF PARCELS
February 18, 2025 Special & Regular CC Mtg Page 34 of 424

SAN FERNANDO CITY COUNCIL
MINUTES – December 6, 2010

Page 3 ends

8) AMENDMENT TO EMPLOYMENT AGREEMENT BETWEEN THE CITY AND ALFONSO HERNÁNDEZ FOR THE POSITION OF INTERIM CITY ADMINISTRATOR The motion carried, unanimously.
5) AWARD OF CONTRACT FOR PARK AVENUE UNDERGROUND UTILITIES PROJECT Motion by Mayor Pro Tem Esqueda, seconded by Councilmember De La Torre to accept the lowest responsive bid in the amount of $329,301.25 from Richard Lopez Construction for construction of these improvements; authorize the City Administrator to execute a Construction Contract with Richard Lopez Construction; and authorize the City Administrator to approve a contingency amount not to exceed 15% of contract amount. The motion carried by the following vote:

ROLL CALL
AYES: E. Hernandez, De La Torre, Veres, Esqueda - 4
NAYES: M. Hernandez – 1
ABSENT: None
ABSTAIN: None
2) APPROVAL OF WARRANT REGISTER NO. 10-121
Motion by Mayor Hernandez, seconded by Councilmember De La Torre to approve Warrant Register No. 10-121. The motion carried, unanimously.

PUBLIC HEARING
9) ESTIMATED ALLOCATION OF COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUNDING FOR FISCAL YEAR 2011-2012
Mayor Hernandez opened the public hearing.

Staff provided a presentation and responded to Councilmember questions.

Mayor Hernandez opened public comments.

The following provided general comments:

John Blue
Mayor Hernandez closed the public hearing.

February 18, 2025 Special & Regular CC Mtg Page 35 of 424

SAN FERNANDO CITY COUNCIL
MINUTES – December 6, 2010

Page 4 ends

Motion by Councilmember De La Torre to adopt a Resolution approving intended allocations of CDBG funds for programs and projects in Fiscal Year 2011-2012; direct staff to submit documentation conveying the City Council’s Resolution to the Los Angeles County Community Development Commission for approval; and authorize the City Administrator to approve subsequent minor program modifications and/or funding changes that do not exceed 10% of approved total project funding. There being no opposition, the motion carried, unanimously.

Mayor Hernandez re-opened the Redevelopment Agency to consider the following matter as a joint item of the Redevelopment Agency and the City Council:
10) CONFLICT-OF-INTEREST CODE UPDATE
Mayor Hernandez opened the public hearing.

Staff provided a presentation and responded to Councilmember questions.

Mayor Hernandez opened public comments. There being none, the public hearing was closed.

Motion by Member De La Torre, seconded by Member E. Hernandez to adopt Redevelopment Agency Resolution No. 1090 amending the Conflict-of-Interest Code.

The motion carried, unanimously.

Motion by Councilmember De La Torre, seconded by Councilmember E. Hernandez to adopt City Council Resolution No. 7408 amending the Conflict-of-Interest Code. The motion carried, unanimously.

Mayor Hernandez closed the public hearing and adjourned the Redevelopment Agency meeting to the City Council regular meeting.

CONTINUED BUSINESS
11) SKATE PLAZA DESIGN UPDATE
Motion by Councilmember De La Torre to table the item for a future meeting. There being no opposition, the motion carried, unanimously.
12) SENIOR NUTRITION PROGRAM UPDATE
Motion by Councilmember De La Torre to direct staff to:
a. Work with Senior Board Members to identify seniors who would voluntarily transport other seniors to senior meal cites;
February 18, 2025 Special & Regular CC Mtg Page 36 of 424

SAN FERNANDO CITY COUNCIL
MINUTES – December 6, 2010

Page 5 ends

b. Amend the CDBG allocation to fund the shortfall of meals for this current fiscal year and incorporate any required changes to the CDBG Budget and construction plan; c. Collaborate with Mission City Hospital to seek additional long term grant funding and have the Budget and Finance Committee review the grant application no later than December 30, 2010;
d. Request that the County allocate additional funding based on need and develop a long-term solution; and
e. Solicit meals and/or donations from local restaurants toward the Senior Nutrition Program.

There being no opposition, the motion carried, unanimously.

NEW BUSINESS
13) SPEEDWAY FIRE (DBA SAN FERNANDO FIRE AND RESCUE)
Motion by Mayor M. Hernandez, seconded by Mayor Pro Tem Esqueda to receive and file the Speedway Fire (DBA San Fernando Fire and Rescue) proposal; and direct staff to compare and evaluate this proposal with the current Los Angeles City Fire Department contract and report their findings at the first City Council meeting of February 2011. The motion carries, unanimously.
14) CITY COUNCIL COMMENT LETTER ON PROPOSED CALIFORNIA TAX CREDIT ALLOCATION COMMITTEE (TCAC) REGULATION CHANGES FOR 2011
Motion by Councilmember De La Torre, seconded by Mayor Pro Tem Esqueda, to authorize the City Administrator to submit a letter on behalf of the City Council that comments on the proposed TCAC regulation changes for 2011, which includes the proposed elimination of TCAC set-aside funding for small development projects such as the proposed affordable housing development project at 1422 San Fernando Road. The motion carried, unanimously.

STANDING COMMITTEE UPDATES
No. 1 Budget, Personnel and Finance (BPF)
Chair Mario F. Hernández had no updates to report.

No. 2 Housing, Community & Economic Development and Parking (HCEP) Chair Maribel De La Torre
No. 3 Natural Resources, Infrastructure, Water, Energy and Waste Management (NRIW) Chair Steven Veres
February 18, 2025 Special & Regular CC Mtg Page 37 of 424

SAN FERNANDO CITY COUNCIL
MINUTES – December 6, 2010

Page 6 ends

No. 4 Public Safety, Veteran Affairs, Technology and Transportation (PVTT) Chair Ernesto Rubio Hernández noted having a meeting Transportation Commission meeting.

No. 5 Education, Parks, Arts, Health and Aging (EPAH)
Chair Brenda Esqueda had no updates to report.

GENERAL COUNCIL COMMENTS
Councilmember De La Torre commented that staff be educated on applicable city business in order to accurately respond to the public.

Councilmember Veres thanked staff for their work with the tree lighting ceremony.

Councilmember E. Hernandez thanked staff for their work with the tree lighting ceremony.

Mayor Pro Tem Esqueda thanked staff for their work with the tree lighting ceremony.

Mayor M. Hernandez thanked staff for their work with the tree lighting ceremony.

STAFF COMMUNICATION
Staff reported that there will be an event on December 16 at Recreation Park regarding a presentation for low-cost auto insurance and from December 27 through January 7, the community will be offered free Christmas tree disposal service.

ADJOURNMENT (9:02 P.M.)
By consensus, the meeting was adjourned.

I do hereby certify that the foregoing is a true and
correct copy of the minutes of December 6, 2010
meeting as approved by the San Fernando City Council.
____________________________
Julia Fritz
City Clerk
February 18, 2025 Special & Regular CC Mtg Page 38 of 424 February 18, 2025 Special & Regular CC Mtg Page 39 of 424 This Page
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February 18, 2025 Special & Regular CC Mtg Page 40 of 424

AGENDA REPORT
ADMINISTRATIVE SERVICES DEPARTMENT 117 MACNEIL STREET, SAN FERNANDO, CA 91340 (818) 898-1200 WWW.SFCITY.ORG REVIEW: ☒ Finance Director ☒ Deputy City Manager ☒ City Manager To: Mayor Mary Mendoza and Councilmembers
From: Nick Kimball, City Manager
By: Erica D. Melton, Director of Administrative Services

Date: February 18, 2025
Subject: Consideration to Adopt a Resolution Approving the Warrant Register RECOMMENDATION:

It is recommended that the City Council adopt Resolution No. 25-022 (Attachment “A”) approving the Warrant Register.

BACKGROUND:

For each City Council meeting the Finance Division prepares a Warrant Register for City Council approval. The Register includes all recommended payments for the City. Checks, other than special checks, generally are not released until after the City Council approves the Register. The exceptions are for early releases to avoid penalties and interest, excessive delays and in all other circumstances favorable to the City to do so. Special checks are those payments required to be issued between City Council meetings such as insurance premiums and tax deposits. Staff reviews requests for expenditures for budgetary approval and then prepares a Warrant Register for City Council approval and or ratification. Items such as payroll withholding tax deposits do not require budget approval.

The Director of Administrative Services hereby certifies that all requests for expenditures have been signed by the department head, or designee, receiving the merchandise or services thereby stating that the items or services have been received and that the resulting expenditure is appropriate. The Director of Administrative Services hereby certifies that each warrant has been reviewed for completeness and that sufficient funds are available for payment of the warrant register.

ATTACHMENT:

A. Resolution No. 25-022, including:

Exhibit A: Payment Demands/Voucher List
February 18, 2025 Special & Regular CC Mtg Page 41 of 424 ATTACHMENT “A”
RESOLUTION NO. 25-022

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN FERNANDO,

CALIFORNIA, ALLOWING AND APPROVING FOR PAYMENT DEMANDS
PRESENTED ON DEMAND / WARRANT REGISTER NO. 25-022

THE CITY COUNCIL OF THE CITY OF SAN FERNANDO DOES HEREBY RESOLVE, FIND, DETERMINE AND ORDER AS FOLLOWS:

1. That the Payment Demand/Voucher List (EXHIBIT “A”) as presented, having been duly audited, for completeness, are hereby allowed and approved for payment in the amounts as shown to designated payees and charged to the appropriate funds as indicated.

2. That the City Clerk shall certify to the adoption of this Resolution and deliver it to the City Treasurer.

PASSED, APPROVED, AND ADOPTED this 18th day of February 2025.

Mary Mendoza, Mayor of the City of
San Fernando, California
ATTEST:

Julia Fritz, City Clerk
February 18, 2025 Special & Regular CC Mtg Page 42 of 424 RES. NO. 25-022
2 CERTIFICATION
I, City Clerk of the City of San Fernando, California, do hereby certify that the foregoing is a full, true, and correct copy of Resolution No. 25-022, which was regularly introduced and adopted by the City Council of the City of San Fernando, California, at a regular meeting thereof held on the 18th day of February, 2025, by the following vote of the City Council:

AYES:

NAYS:

ABSENT:

ABSTAINED:

IN WITNESS WHEREOF, I have here unto set my hand and affixed the official seal of the City of San Fernando, California, this ______ day of February, 2025.

Julia Fritz, City Clerk
February 18, 2025 Special & Regular CC Mtg Page 43 of 424

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February 18, 2025 Special & Regular CC Mtg Page 62 of 424

AGENDA REPORT
ADMINISTRATION DEPARTMENT 117 MACNEIL STREET, SAN FERNANDO, CA 91340 (818) 898-1202 WWW.SFCITY.ORG REVIEW: ☒ Finance Director ☒ Deputy City Manager ☒ City Manager To: Mayor Mary Mendoza and Councilmembers
From: Nick Kimball, City Manager

Date: February 18, 2025
Subject: Receive and File Status Updates for Enhancements, Projects, and City Council Priorities
RECOMMENDATION:

It is recommended that the City Council receive and file the status report for Fiscal Year (FY) 2024-2025 Enhancements, Capital Projects, and City Council Priorities, and provide direction, as appropriate.

ANALYSIS:

This report is meant to provide City Council and the community with regular status updates and major City efforts, including, but not limited to, FY 2024-2025 approved enhancements, capital improvement projects, and City Council priorities. Changes to each project since the last meeting have been tracked and are shown in red. Attachment “D” shows City contracts that are approaching the end of the term.

City Manager’s Office & City Clerk’s Office.

Title: Downtown Master Plan
Description: During the FY 2022-2023 budget process, the City Council approved funding to develop a Downtown Master Plan (DTMP), including a robust community outreach process. The DTMP will serve as a vision to guide future actions to develop, revitalize, and improve Downtown San Fernando. The budget allocation for this project is $297,675.

Status: In 2023, the City awarded a professional services agreement to Dudek as lead consultant to work with the City to develop and implement the community engagement plan and prepare the report. The consultant team also includes Problosky Research (multimodal community survey), Walker Consultants (parking analysis), HR&A (economic analysis) and Place It! (community outreach).

February 18, 2025 Special & Regular CC Mtg Page 63 of 424 Receive and File Status Updates for Enhancements, Projects, and City Council Priorities

Page 2 of 36 ends

To date, the following actions have been completed:
• Multimodal Statistically Significant Survey (December 2023 through March 2024) • City Council Ad Hoc Meeting No. 1 (March 11, 2024)
• Community Advisory Committee Meeting No. 1 (April 11, 2024) • Community Outreach Event No. 1 “Walkshop” (April 27, 2024) • General Online Survey (April 27, 2024 through May 29, 2024) • Existing Conditions Analysis (July 2024)
• Presentation of Phase 1 Findings to City Council and Planning Preservation Commission (September 16, 2024)
• Presentation of Phase 1 to the Planning and Preservation Commission on November 12, 2024, was cancelled due to a lack of a quorum. • Contract extension from December 31, 2024 to December 31, 2025.

Next City Council Action: A follow up item will be scheduled for the Planning and Preservation Commission to receive additional comments on the Phase 1 Findings. A subsequent item will be scheduled with City Council to receive final comments on the Phase 1 Findings and close the Public Hearing.

Tentative Completion Date: August 2025.

Staff Project Lead: Kanika Kith
Title: East San Fernando Valley Light Rail Transit Project Description: The East San Fernando Valley Light Rail Transit Project (ESFVLRT) (formerly the East San Fernando Valley Transit Corridor Project) is a transit project constructing a light rail line on the east side of the San Fernando Valley to improve connections and access to crucial destinations in the East and Northeast San Fernando Valley. The project is being considered in two (2) phases. Phase 1 is a 6.7-mile at-grade alignment that includes 11 new transit stations along Van Nuys Boulevard, connecting the Orange Line in Sherman Oaks to San Fernando Boulevard in Pacoima. Phase 2 is a 2.5-mile segment running from the terminus of Phase 1 at San Fernando Road/Van Nuys Boulevard in Pacoima to the Sylmar/San Fernando Metrolink Station. Metro is conducting a supplemental study of the Phase 2 segment throughout 2024 to consider additional design options. Funding for the project is provided through Measure R and Measure M.

Status: Phase 1 engineering design has been completed, a Progressive Design Build (PBD) contract has been awarded, and construction commenced earlier this year on Phase 1 of the project along Van Nuys Boulevard. The tentative completion date for Phase 1 is 2031. Metro is currently completing additional safety and design studies for Phase 2 (the San Fernando segment) of the project.

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To date, the following actions have been completed:
• City provided comments on initial draft of ESFVLRT Environmental Impact Report (EIR) (October 25, 2017)
• City provided additional comments on draft of ESFVLRT EIR (February 20, 2018) • City provided final comments on draft of ESFVLRT EIR (March 31, 2020) • Status update presentation provided to City Council by Metro staff (October 19, 2020) • Metro Board certification of the ESFVLRT Final EIR (December 2020). Metro Board requested further studies to address safety and design concerns from the City of San Fernando
• Metro conducted an initial Grade Crossing Analysis for Phase 2 (April 2022 – September 2022)
• Status update presentation provided to City Council by Metro staff on Phase 2 (July 18, 2022)
• Metro Board authorized additional Phase 2 supplemental studies focused on: a) Transit and Multimodal Connectivity, b) Safety, c) Travel Time Savings, Ridership, and Mode Shift, d) Costs, e) Right of Way Impacts, f) Traffic Considerations, and g) Equity Considerations (January 2024 through Summer 2024).
• Status update presentation provided to City Council by Metro staff on Phase 2 (May 20, 2024)
On May 20, 2024, the City Council provided the following feedback to Metro staff:
• Requested Metro present more frequently to provide regular updates to the City. • Requested additional community outreach meetings prior to Board consideration/approval of alternatives.
• Offered the City Council Chambers, or other City spaces, for Metro’s community outreach and offered the City’s assistance in hosting and promoting the event.

Next City Council Action: Receive status update from Metro staff regarding next steps.

Tentative Completion Date: N/A
Staff Project Lead: Nick Kimball
Title: CDBG Small Business Assistance Grant Program
Description: Annually, Community Development Block Grant (CDBG) program guidelines require that the City Council approve the planned programming expenditures for the upcoming fiscal year. In May 2024, the City Council approved the FY 2024-2025 CDBG Programs, which included the Small Business Assistance Program (SBAP). This program provides grants to local business owners and property owners to improve the appearance of their storefronts and buildings. The grant funds can be used for improvements to signage, painting (including anti-graffiti coating), and other storefront enhancements such as installing eye-catching vertical landscape (green wall) to defer graffiti and beautify a building wall with landscape.

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Status: On November 18, 2024, the City Council approved the proposed guidelines for the SBAP and allocating $64,506 from the unallocated CDBG funds in FY 2023-2024 to the SBAP, increasing total funding for the SBAP to $210,110. The grant application period is open from February 12 to March 12, 2025, with businesses receiving notification of their application status between April 7 and April 11, 2025.

Next City Council Action: Updates will be provided in July 2025.

Tentative Completion Date: June 2025.

Staff Project Lead: Kanika Kith
Title: Virtual San Fernando – City Website Redesign and My San Fernando App Description: In September 2022, the City Council appropriated American Rescue Plan Act (ARPA) funds to support the creation of Virtual San Fernando. Phase 1 of Virtual San Fernando included developing a My San Fernando mobile application, primarily focused on improving the ability for community members to submit service requests. Phase 1 was completed in March 2024 with the launch of the My San Fernando App (developed by GoGov). To date, more than 1,800 requests have been submitted through the App (See Attachment “A” for activity reports).

In October 2023, after an extensive vetting process by City staff, the City Council awarded a Master Subscription Agreement to Granicus to redesign the City’s website. The budget allocation for this program is $200,000. The goal for the development of the new website is to depart from department-specific webpages and create more service-oriented categories that will make the website more user friendly for the public.

Status: Phase 1 – Mobile Application, has been completed. Phase 2 – Website redesign, is in the content population stage. In 2024, Staff held multiple meetings with Granicus to provide direction regarding design elements and provide content to start population of the webpages.

Staff have reengaged Granicus to begin building the new website. A Website Development Committee will be established with representatives from each Department to work through migrating old content from the current website and creating new content where applicable.

Next City Council Action: No additional City Council action required at this time.

Tentative Completion Date: Summer 2025 launch of redesigned website.

Staff Project Lead: Will Pettener
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Community Development Department.

Title: Homeless Action Plan Implementation and Management Description: In 2022, the City Council adopted a Homeless Action Plan (HAP) to provide a blueprint for addressing the City’s unhoused population. HAP implementation efforts that have been completed to date include:
• In FY 2021-2022, the City Council approved creation of a Housing Coordinator position. • In June 2023, the City contracted with North Valley Caring Services to provide street outreach to the City's unhoused population.
• In November 2023, the City entered into a Memorandum of Understanding (MOU) with Home Again Los Angeles for housing and social service resource support. • In December 2023, the City Council authorized the acceptance of a Substance Abuse and mental Health Services Administration (SAMHSA) grant, which provided $175,200 specifically for homeless street outreach services and over $300,000 for mental health clinicians as part of an alternative crisis response effort. • In July 2024, the City Council approved an updated ordinance to prohibit encampments and storage of personal property in public spaces to regulate the use of public spaces to maintain public health, safety, and order. Encampment ordinances aim to ensure public safety by preventing potential hazards associated with camping in public spaces, such as public health related to unsanitary conditions, improper disposal of waste, preserve spaces like parks, sidewalks, and recreational areas for all members of the public, and reduce the environment for possible criminal activity.

Status: Current HAP implementation efforts include:
• Community Development issued a Request for Proposals (RFP) for Comprehensive Homeless Services in June 2024 to extend homeless services. Staff reviewed proposals from various organizations, interviewed finalists, and prepared recommendations. • The Police Department issued a RFP for Mental Health Clinician Services on August 8, 2024. The RFP was extended and proposals were due September 6, 2024. Staff interviewed finalist and is preparing recommendations.
• On July 15, 2024, the City Council allocated $50,000 towards a Home Rehabilitation Program in partnership with Habitat for Humanity Los Angeles (Habitat LA). A Professional Services Agreement with Habitat LA to manage the City’s program was approved by City Council on September 3, 2024. The agreement has been executed, a program. Next steps are to has been developed program criteria and applications,. Next steps are to advertise the program and begin implementation. • On October 21, 2024, the City Council approved Professional Services Agreements with Home Again LA and North Valley Caring Services to provide comprehensive homeless services for a one-year term with possible extensions for a total of a five-year term. • On October 21, 2024, the City Council approved a Professional Services Agreement with Hope the Mission to provide mental health clinician services for a one-year term with possible extensions for a total of a five-year term.

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• On October 21, 2024, the City Council received a presentation on providing informational resources to unhoused individuals, including details on medical facilities, housing agencies, and transportation services. All of this information is currently offered through the City’s Homeless Outreach Service provider.
• On February 3, 2025, City Council received a presentation regarding with strategies to inform businesses and property owners about the encampment ordinance, how to report potential violations, and a process for business/property owners to provide trespass authority to the Police Department. Some of this has been discussed during recent special Community Watch meetings. A Letter of Agency has been developed in coordination with the City Attorney and implemented by the Police Department.

Status: The City received notice of its tentative Year 5 Permanent Local Housing Allocation (PLHA) funding in the amount of $79,615 for Fiscal Year 2027-2028. To be awarded these funds, the City is required to hold a Public Hearing for the proposed programs. The proposed programs will be presented for City Council consideration at the March 3, 2025 meeting.

Next City Council Action: Public Hearing to Consider Proposed Programs for the Year 5 Permanent Local Housing Allocation for Fiscal Year 2027-2028 scheduled for March 3, 2025.

Tentative Completion Date: March 3, 2025
Staff Project Lead: Kenya Marquez
Title: Community Preservation Commercial Property Education Program Description: To address the City Council’s interest in Community Preservation efforts in commercial areas of the City, the Community Development Department’s FY 2024-2025 Work Plan included an objective to create a commercial education and maintenance program. The goal is for Community Preservation Officers to work with the business community to ensure the beautification of San Fernando’s commercial corridors.

Status: On August 19, 2024, the proposed program was presented to the City Council for feedback prior to implementation. Next steps are to finalize an illustrative postcard; distribute the postcard in March 2025, host workshops in April 2025; and conduct walking surveys beginning in May 2025.

Next City Council Action: No additional City Council action required at this time.

Tentative Completion Date: September 2025 (Ongoing).

Staff Project Lead: Fernando Miranda
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Title: Graffiti Program (with Public Works and Police Department) Description: The City’s efforts to remove, prevent, and prohibit graffiti are governed by Article VII of the Municipal Code. While enforcement is the responsibility of the Director of Public Works, the Community Development Department, specifically Community Preservation Officers, and the Police Department are also involved, especially when graffiti involves criminal activity or gang-related markings.

Graffiti was one of the top concerns during the City Council’s 2024 Strategic Goals planning study session. As part of the FY 2024-2025 Budget, the City Council approved converting two (2) part-time maintenance worker positions into one (1) full time position for the purposes of having a full time staff person dedicated to addressing graffiti.

Status: On March 13, 2024, the City Manager updated the City Council with a draft Standard Operating Procedure (SOP) for addressing graffiti, reports for the My San Fernando App, and details related to two (2) graffiti-related incidents that resulted in arrests.

Additionally, to assist the business community with the cost of abating and graffiti prevention, applying anti-graffiti coating and installing eye-catching vertical landscaping were identified as priority projects for the Small Business Grant Program.

The full-time position has been filled as of August 25, 2024, and has started. Next steps are for the SOP and a reporting matrix for monitoring frequency of location will be finalized and shared with the City Council.

To continue streamlining and enhancing graffiti removal efforts on public and private property, the City is proposing a “Graffiti Abatement Policy” for City Council consideration at the February 18, 2025 meeting
Next City Council Action: Consideration to approve a Graffiti Abatement Policy is scheduled for February 18, 2025.

Tentative Completion Date: N/A
Staff Project Lead: Will Pettener
Title: Climate Action Resilience Plan (CARP) & General Plan Updates to Circulation and Open Space/Parks Elements
Description: A Climate Action and Resilience Plan (CARP) serves as a strategic framework designed to mitigate the adverse effects of climate change while fostering resilience within communities and ecosystems. Its primary purpose is to identify and implement measures that reduce greenhouse gas (GHG) emissions, adapt to changing environmental conditions, and enhance preparedness for climate-related challenges. The CARP promotes sustainable practices like renewable energy adoption, green infrastructure development, and carbon footprint reduction initiatives, while fostering collaboration among stakeholders and supporting February 18, 2025 Special & Regular CC Mtg Page 69 of 424 Receive and File Status Updates for Enhancements, Projects, and City Council Priorities

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innovation in green energy. A grant from the California Governor’s Office of Planning and Research (now Governor’s Office for Land Use and Climate Innovation) was received to complete the CARP and for updating the City’s General Plan, specifically the Circulation (transition to Mobility) and Open Space/Conservation/Park-Recreation elements.

Status:
• CARP Phase 1: Completed and presented to City Council in February 2024 with data collection, a GHG Emissions Inventory, and a Vulnerability Assessment. • CARP Phase 2: Ongoing, focusing on identifying strategies and actions to mitigate climate change through GHG emission reductions in the most cost-effective manner and include strategies for climate adaptation and resilience. Extensive community engagement, led by Pacoima Beautiful, Fernandeño Tataviam Band of Mission Indians (FTBMI), and Climate Resolve, is a key component.
• Grant: On April 2, 2024, the City Council accepted the California Governor’s Office of Planning and Research Grant and appropriated the funds. The City Council also approved a professional services agreement with Rincon Consultants Inc. to complete the CARP and General Plan updates.
• General Plan Update: The final CARP will support updating the City’s General Plan, specifically the Circulation (transition to Mobility) and Open Space/Conservation/ Park-Recreation elements. All activities are to be completed by January 31, 2026.

Community Engagement: Community engagement activities are planned throughout 2024-2025.

The first Planning 101 workshop was held on September 28, 2024, from 10 a.m. to 2 p.m. at Recreation Park. The second activity was a Community Meeting on November 16, 2024, at Las Palmas Park from 9 a.m. to 10:30 a.m. The Walkshop scheduled for December 7, 2024, was rescheduled to February 22, 2025, from 10 a.m. – 1 p.m. Website description and social media accounts have been updated. Upcoming events (time and location TBD):

Advisory Group Meeting – February 13, 2025, 6 p.m. - 7 p.m. • Walk-shop #2 – February 22, 2025, 10 a.m. - 1 p.m., starting at Layne Park • Planning 101 Series, Workshop #2 – March 8, 2025 (morning) • Community Meeting #2 – Thursday, March 20, 2025 (evening) • Advisory Group Meeting #2 – April 2 or 3, 2025
• Community meeting #3 – Thursday, May 1, 2025 (Evening) or Saturday, May 3, 2025 (Morning)
• Walk-shop #3 – May 17, 2025
• Advisory Group Meeting #3 – May 29, 2025
• Planning 101 Series Workshop #3 – July 26, 2025
• (Optional) Walk-shop #4 – TBD
• Advisory Group Meeting #4 - TBD
Next City Council Action: The CARP and updates to the General Plan are tentatively scheduled for a public hearing before City Council in April 2025.

Tentative Completion Date: January 31, 2026
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Title: Mixed Use and Specific Plan Overlay Districts
Description: The City’s Housing Element includes applying a mixed-use overlay to 112 parcels that are currently zoned C-1 and C-2. It also includes expanding some of the overlays to specific parcels in the SP-5 zone. This is aimed at increasing the City’s housing capacity to meet our Regional Housing Needs Assessment (RHNA) obligation of 1,795, but will also create flexibility for existing properties to allow either 100 percent residential or residential mixed with commercial uses.

The State requires any rezoning that is necessary to meet a city’s RHNA obligation to be completed by October 2024. While this work was to be funded by the SCAG 2.0 grant, because of the State deadline and the uncertainty of the funding staff moved forward with procuring a consultant to begin the work.

Status: Community Engagement efforts leading up to the public hearing included updated project description on the City’s website: https://ci.san-fernando.ca.us/communitydevelopment/#planning; a survey to obtain opinions regarding mixed use development design; two virtual workshops for property owners to explain the details and benefits of the overlays; a stakeholder meeting; and a Planning and Preservation Commission workshop on September 9, 2024.

A public hearing was scheduled before the Planning and Preservation Commission on October 14, 2024. The Commission voted to recommend the City Council not adopt an ordinance amending the Zoning Code to establish a mixed use overlay and amend the City’s zoning map. In addition, the Commission adopted a resolution recommending the City Council amend the Corridors Specific Plan Land Use Map to add the Downtown and Flex Use Overlays to certain properties.

A public hearing was held on November 18, 2024. The item was continued to December 2, 2024, to allow staff to provide the requested information. The item was continued to January 21, 2025 to allow staff to provide additional information.

On January 21, 2025, a public hearing was held before the City Council to consider a Mixed Use Overlay ordinance and Specific Plan amendment. The City Council voted 4-1 to approve Ordinance No. 1728, a Zone Text Amendment to amend the San Fernando Municipal Code to establish a Mixed Use Zone Overlay; approve Ordinance 1730, a Zoning Map to Add the Overlay to Certain Properties, and to continue Ordinance No. 1729, a Specific Plan Amendment to a date uncertain. City Council also directed staff to revise recitals in Ordinance No. 1728 and Ordinance No. 1730 as well as a finding in Ordinance No. 1728.

On February 3, 2025, the second reading was adjourned to February 11, 2025.

Next City Council Action: A second reading is scheduled for February 11, 2025, to adopt ordinances.

Tentative Completion Date: TBD (tentatively the effective date of the proposed ordinance).

Staff Project Lead: Erika Ramirez
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Title: Zoning Code Reorganization
Description: The City’s Housing Element includes programs and policies aimed at amending the Zoning Code to comply with State Housing Law. The scope of work includes various zoning code amendments, establishing processing policies and monitoring programs as well as reformatting the current zoning code to be more user friendly for staff and the public.

Status: While this work was to be funded by the SCAG 2.0 grant, because of the uncertainty of the funding and the compliance concern, staff moved forward with procuring a consultant to begin the work. The project has been kicked off and an outline of the zoning code is underway.

The zoning code updates pertaining to landscape standards and outdoor dining on private property will be incorporated into this update.

On January 27, 2025, a public hearing was held before the Planning and Preservation Commission to consider repealing and replacing Chapter 106 (Zoning) of the San Fernando Municipal Code.

The Commission voted 4-0 to approve Resolution No. 2025-01, recommending the City Council adopt an ordinance repealing and replacing Chapter 106 (Zoning) of the San Fernando Municipal Code.

Next City Council Action: A public hearing is tentatively scheduled for March 3, 2025, to introduce an ordinance for first reading.

Tentative Completion Date: April 2025 (tentatively the effective date of the proposed ordinance).

Staff Project Lead: Erika Ramirez / Planning Manager
Title: SCAG REAP 2.0 Grant
Description: The City was awarded $791,818 under the SCAG REAP 2.0 Housing Infill on Public and Private Lands (HIPP) Program and $333,182 under the Subregional Program (SRP) for a total of $1,125,000. On January 25, 2024, the City was notified of the Governor’s 2024-2025 State Budget proposal that included budget cuts including a reversion of the SCAG’s REAP 2.0 programs. Fortunately, on July 29, 2024, the City was notified the REAP 2.0 program was able to resume and the City would receive its full award. SCAG immediately began working with the City to refine the scope of work (SOW), budget, and schedule.

The City’s final SOW consists of five sub-projects that were identified as programs in the City’s 2021-2029 Housing Element. In summary they are:
• Develop strategies for preventing displacement and maintaining affordable housing for disadvantaged community members and establishing supportive programs for tenants and homeowners to prevent displacement and affirmatively further fair housing. This will be in the form a Community Stabilization Manual.
• Update the 2002 Historic Survey to identify eligible historic resources throughout the City to promote conversion or preservation of historic commercial buildings into housing while also promoting improvement or expansion of residential buildings to maintain quality of existing housing, neighborhoods, and health of residents, and to address overcrowding.

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• Update the City’s density bonus ordinance to comply with state housing law and to establish a local density bonus ordinance with incentives encouraging affordable housing. • Complete a comprehensive update to the Zoning Code and Corridors Specific Plan 5 (SP-5) to allow residential land use in currently restricted areas, increase development capacity for housing on underutilized or vacant infill sites, streamline the review process and comply with the latest state housing laws.
• Review and update the City’s development process for housing developments to ensure potential barriers that may hinder housing construction are removed and a smoother and more efficient approval process for housing projects.

Status: On October 21, 2024, the City Council adopted a resolution accepting the Southern California Associations of Governments’ Regional Early Action Program 2.0 Grant and authorizing a Memorandum of Understanding to implement the grant program. SCAG will no longer be able to procure a consultant on behalf of the City. The City will procure the consultant. A Call for Service was issued out on November 7, 2024, to the pre-approved on-call list of consultants. The goal would be to begin work in January, 2025 as the deadline for funds to be expended has been extended to June 30, 2026.

On November 7, 2024, a call for professional service was issued to the planning consultants on the City’s on-call as needed. The proposals were due on December 5, 2024. Two (2) proposals were received. Staff reviewed proposals and interviews were conducted on January 16, 2025, with each of the firms.

Next City Council Action: Consideration to approve a professional services agreement with a firm to implement the SCAG REAP 2.0 grant program is tentatively scheduled for March 3, 2025. This date was set to align with the fully executed MOU between SCAG and the City.

Tentative Completion Date: June 30, 2026
Staff Project Lead: Erika Ramirez /Planning Manager
Title: Landscape Ordinance
Description: The City Council adopted Urgency Ordinance No. U-1725 on March 18, 2024. It is effective for a period of one year from date of adoption. The Urgency Ordinance enacted a temporary moratorium on the installation of artificial turf and synthetic grass pending the study and development of reasonable regulations. Therefore, the Planning Division is working with a consultant to update the existing Municipal Code with comprehensive city-wide landscape standards including permanently prohibiting the installation of synthetic grass and artificial turf.

Status: On August 12, 2024, the Planning and Preservation Commission discussed potential regulations. Commissioners requested additional information, recommendations and visual illustrations of potential regulations. A second discussion was held on September 9, 2024. The proposed ordinance has been drafted, including illustrations demonstrating the difference between current and proposed regulations. This has been posted to the City’s website to solicit public comments and inform the public prior to the hearing at the Planning and Preservation Commission.

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This amendment has been integrated into the Zoning Code reorganization and update, which was presented to Planning and Preservation Commission at the Special Meeting on January 27, 2025.

On January 27, 2025, a public hearing was held before the Planning and Preservation Commission to consider repealing and replacing Chapter 106 (Zoning) of the San Fernando Municipal Code.

This included the landscape ordinance. The Commission voted 4-0 to approve Resolution No. 2025-01, recommending the City Council adopt an ordinance repealing and replacing Chapter 106 (Zoning) of the San Fernando Municipal Code.

Next City Council Action: A public hearing is tentatively scheduled for March 3, 2025, to introduce ordinance for first reading.

Tentative Completion Date: April 2025 (tentatively the effective date of the proposed ordinance).

Staff Project Lead: Erika Ramirez / Planning Manager
Title: Outdoor Dining Ordinance
Description: As a continued work plan objective from FY 2023-2024, Community Development is working with Public Works to establish a new outdoor dining program to promote pedestrian friendly and community focused design.

Status: A proposed ordinance has been drafted for outdoor dining in the public right of way as well as on private property. A draft PowerPoint has also been drafted to summarize the ordinance to share and solicit feedback from businesses. The draft ordinance and power point have been posted on the City’s website. Draft ordinance and power point will be shared with the Planning and Preservation Commission to receive feedback.

The amendment to the zoning code has been incorporated into the zoning code reorganization and update, which was presented to Planning and Preservation Commission at the Special Meeting on January 27, 2025.

On January 27, 2025, a public hearing was held before the Planning and Preservation Commission to consider repealing and replacing Chapter 106 (Zoning) of the San Fernando Municipal Code.

This included the outdoor dining ordinance on private property. The Commission voted 4-0 to approve Resolution No. 2025-01, recommending the City Council adopt an ordinance repealing and replacing Chapter 106 (Zoning) of the San Fernando Municipal Code.

Next City Council Action: A public hearing is tentatively scheduled March 3, 2025, to introduce an ordinance for first reading.

Tentative Completion Date: April 2025 (tentatively the effective date of the proposed ordinance).

Staff Project Lead: Erika Ramirez / Planning Manager
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Public Works.

Title: Carlisle Green Alley Reconstruction Project
Description: The Carlisle Green Alley Project will revitalize an underutilized alley into a vibrant linear green space. Through a combination of strategic planning and sustainable design, this project seeks to enhance urban landscape, foster environmental sustainability, and promote healthier, more vibrant neighborhoods. The development will include a safer walking and biking route, enhanced with shade trees and lighting to encourage active transportation and community engagement. The landscape will be revitalized with the planting of over 200 trees and native plants, enriching the area’s biodiversity. Permeable surfaces will be installed to facilitate groundwater infiltration, improving water quality and reducing runoff. Additionally, the construction of bioswales will naturally filter stormwater, mitigate flooding, and bolster the area’s environmental resilience.

Status: On September 3, 2024, the City Council approved a Professional Services Agreement with TreePeople for project management. On January 6, 2025, the City Council approved a Professional Services Agreement with Craftwater for design services.

Carlisle Street Green Alley Project Tentative Timeline
Milestones Tentative Date
• Concept Deadline 2/28/2025
• Design 60% 5/29/2025
• Design 100% 8/29/2025
• Advertise 9/1/2025-9/26/2025
• Recommend Award of Construction Contract 10/13/2025
• Construction 11/3/2025-5/1/2026
• Notice of Completion 5/18/2026
• Project Closeout June 2026
Next City Council Action: No City Council action required at this time.

Tentative Completion Date: June 2026
Staff Project Lead: Patsy Orozco
Title: Calles Verdes Project
Description: The Calles Verdes Project marks a collaborative effort between the City and TreePeople aimed at enhancing the City’s infrastructure to effectively manage stormwater and nuisance water. Through the implementation of innovative techniques, the project endeavors to construct bioswales across strategic locations within City streets and parking lot. Specifically, the project entails the installation of bioswales along Maclay Avenue, stretching from San Fernando Road to Kewen Street, alongside the creation of bulbouts at key intersections including Maclay Avenue and Celis Street and Maclay Avenue and Pico Street. Furthermore, the initiative February 18, 2025 Special & Regular CC Mtg Page 75 of 424 Receive and File Status Updates for Enhancements, Projects, and City Council Priorities

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includes the integration of bioswales and cooling pavement within Parking Lot No. 4, as well as promoting sustainable water management practices. These bioswales and bulbouts will feature strategically placed curb cuts to redirect stormwater and nuisance water away from the street’s surface, while simultaneously fostering the growth of greenery within the landscaped parkways.

Additionally, street trees will be planted to further enhance the aesthetic and environmental benefits of the project. In Parking Lot. No. 4, trees and bioswales will be incorporated within the existing concrete parking lot medians.

Status: Design Team is currently working on finalizing the design. Upon completion of design, the City will advertise the project for construction.

Next City Council Action: Once design is finalized and construction bids are received, a recommendation to award a construction contract will be presented to City Council. Tentatively scheduled for February 2025.

Tentative Completion Date: December 2026
Staff Project Lead: Patsy Orozco
Title: Las Palmas Park Revitalization Project
Description: The Las Palmas Park Revitalization project encompasses a comprehensive array of amenities aimed at enhancing the park’s functionality, aesthetics, safety, and sustainability. The project includes new multi-purpose field lighting, renovating three baseball fields with lighting, renovating existing restroom/concession building at Ballfield 1, renovating basketball courts with lighting, renovating existing playground with ADA accessibility, constructing a new splash pad with a new prefabricated restroom building to meet the code requirements of the splash pad, renovating existing outdoor exercise equipment, renovating picnic shelters with walking path lighting, and striping of basketball/roller derby.

Status: The project is currently under design. The latest plans submitted to staff for review were at 60%. The current design that incorporates all of the amenities desired by the community is significantly over budget. On October 16, 2024, staff met to discuss current project budget and measures to reduce project scope. Staff will present recommendations to the City Council in March 2025.

Next City Council Action: Discussion and Consideration to adjust the design based on budget constraints is tentatively scheduled for March 2025.

Tentative Completion Date: December 2026
Staff Project Lead: Patsy Orozco / Willdan
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Title: Pioneer Park Playground Renovation Project
Description: The Pioneer Park Playground Renovation project aims to revitalize the existing playground area, making it safer, more engaging, and inclusive space for the community. The playground will include age appropriate equipment, inclusive structures, musical elements, surface mat, and shade coverage.

Status: On January 23, 2025, the Contractor completed the project.

Next City Council Action: The Notice of Completion will be presented to the City Council on February 18, 2025. A grand opening was held on February 8, 2025.

Tentative Completion Date: Project was completed on January 23, 2025.

Staff Project Lead: Patsy Orozco
Title: Cindy Montañez Natural Park Improvements & Maintenance Description: In June 2023, City Council accepted a $7.5 million grant for the Pacoima Wash Connectivity Project, funded through the California Department of Transportation (Caltrans) to complete the Pacoima Wash Bike Path Project and make improvements to the Cindy Montañez Natural Park. Improvements to the Park include extending the bike path to Foothill Boulevard, new lighting, restroom facilities, and restoration of walking paths, bridges, and vegetation throughout the park. A permanent Cindy Montañez memorial sign will also be purchased and installed.

Ongoing maintenance of the Park including watering, mulching, stump removals, tree removals, weeding, brush removals, tree pruning, creek clean-up, and trash disposal, is required.

Status: In June 2024, staff began meeting with community organizations that have the knowledge, expertise, and resources to properly maintain a “natural park” to explore possible partnerships to provide adequate ongoing maintenance. Staff has met with TreePeople as well as Tataviam Conservation Corps to discuss possible partnerships for ongoing maintenance. As part of their tree planting services, TreePeople staff currently visits weekly to hand-water the native plants and trees due to the vandalism of the park’s irrigations system. To support the health of these plants, they also apply mulch to help conserve moisture and prolong water availability. Additionally, the team repairs protective cages around newly planted vegetation and actively removes invasive species. Preparations are underway for the planting of 100 native plants this fall through the Calles Verdes grant.

On August 21, 2024, staff discussed utilizing Tataviam Conservation Corps to assist with the park’s upkeep through funding received by the Fernandeño Tataviam Band of Mission Indians. Their responsibilities would include creek clean-up, weed and brush removal, tree pruning, trail maintenance, tree stump removal, and trash disposal on a bi-weekly basis. A maintenance agreement with the Fernandeño Tataviam Band of Mission Indians was approved by City Council on October 21, 2024.

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Prior to preparing a Request for Proposals for Design Engineering Services, staff will meet internally to discuss improvements needed at Cindy Montañez Natural Park and the Pacoima Wash Bikeway.

Next City Council Action: No City Council action at this time.

Tentative Completion Date: On-going
Staff Project Lead: Patsy Orozco / Willdan
Title: HSIP Traffic Signal Modification Project
Description: The Highway Safety Improvement Project (HSIP) Cycle 8 involves upgrading traffic signals at nine (9) locations in the Metrolink Corridor (San Fernando Road and Truman Street).

The traffic signal modifications will consist of removal and installation of new signal poles, pedestrian heads, pedestrian push buttons, LED luminaires, street name signs, controllers, wiring, curb ramps, signing, striping, etc. The nine (9) intersections include:

1. Hubbard Avenue at San Fernando Road

2. Hubbard Avenue at Truman Street

3. Hubbard Avenue at First Street

4. Maclay Avenue at San Fernando Road

5. Maclay Avenue at Truman Street

6. Maclay Avenue at First Street

7. Brand Boulevard at San Fernando Road

8. Brand Boulevard at Truman Street

9. Wolfskill Street at Truman Street
Status: The City’s contractor, Alfaro Communications Construction, Inc. is waiting for the delivery of the last project traffic signal pole, to be placed at Hubbard Ave./First Street, northeast corner.

Coordination with SCE is underway to de-energize electrical lines near the proposed traffic signal pole replacement. The contractor is also waiting for the delivery of the street name signs for the project intersections. The contractor has begun the installation of electrical conduit and wiring on Maclay Ave., east side, south of Truman Street.

Next City Council Action: Project Construction Acceptance, tentatively scheduled for April 2025 Tentative Completion Date: March 28, 2025
Staff Project Lead: Manuel Fabian / Willdan
Title: Citywide Traffic Signal Synchronization Project
Description: The Citywide Traffic Synchronization Project involves upgrades of controller systems at 13 locations throughout the City. The traffic signal modifications will include installation of new Global Positioning System (GPS) units, traffic signal controllers, traffic signal cabinets, February 18, 2025 Special & Regular CC Mtg Page 78 of 424 Receive and File Status Updates for Enhancements, Projects, and City Council Priorities

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conduit, conductors, pull boxes, etc. Following the installation of new equipment, updated traffic signal timing charts will be inputted to synchronize traffic signals.

The locations that form part of the project are the following:

1. Truman Street at South Workman Street

2. San Fernando Mission Boulevard at San Fernando Road

3. San Fernando Mission Boulevard at Pico Street

4. San Fernando Mission Boulevard at Hollister Street

5. San Fernando Mission Boulevard at Kewen Street

6. San Fernando Mission Boulevard at Mott Street

7. San Fernando Mission Boulevard at O’Melveny Street

8. North Maclay Avenue at Library Street

9. North Maclay Avenue at Fifth Street

10. North Maclay Avenue at Seventh Street

11. North Maclay Avenue at Eighth Street

12. South Brand Boulevard at Celis Street

13. South Brand Boulevard at Kewen Street
Status: Procurement of traffic signal controllers and cabinets has been completed. The traffic signal equipment is currently being tested at Los Angeles County Department of Public Works Traffic Signal Lab for quality assurance.

Next City Council Action: Acceptance of the project as completed, tentatively scheduled for April 2025.

Tentative Completion Date: April 2025
Staff Project Lead: Manuel Fabian / Willdan
Title: Curb Painting, Street Striping, and Street Markings (Moved to Completed Items in Attachment “C”)
Title: Citywide Signage Upgrades
Description: Replacement and installation of various signs. The project consist of several types of sign replacements including but not limited to traffic signs, wayfinding signs and trolley signs. The project will replace faded signs citywide including but not limited to: stop signs, speed limit signs, street sweeping, crosswalk signs, street name signs, wayfinding signs, and trolley signs. This project will be performed in phases; Phase I will consist of wayfinding and trolley signs. The City has obtained the services of the Los Angeles County Public Works Department (LACPWD) to manufacture and install the signs. Installation will begin in late February. Phase II will consist of regulatory, warning and guide signs. The City plans to coordinate with Los Angeles County Public Works for Phase II sign replacement.

Status: Wayfinding and trolley signs have been manufactured. Installation by LACPWD to begin in February 2025.

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Next City Council Action: No City Council action required at this time.

Tentative Completion Date: Phase I to be completed in Spring 2025 Staff Project Lead: Manuel Fabian /Willdan
Title: Bus Shelter Rehabilitation Project
Description: The Bus Shelter Rehabilitation Project involves the installation of new bus shelters and bus benches at eight (8) bus stop locations, removal and reconstruction of damaged and non-ADA compliant wheelchair ramps, sidewalks and drive approaches, relocation/adjustment traffic signal/street lighting boxes and water meters, etc.

Status: A notice to procure was issued on January 15, 2025, and the contractor has begun procurement of bus shelters and benches..

Next City Council Action: No City Council action required at this time.

Tentative Completion Date: Start of construction planned for March 2025 with completion in May 2025.

Staff Project Lead: Manuel Fabian / Willdan
Title: Pacoima Wash Bikeway Project
Description: The San Fernando Pacoima Wash Bikeway and Pedestrian Path Project Phase I consists of constructing a bikeway and installing a prefabricated pedestrian bridge along the Pacoima Wash Channel from Fourth Street (Bradley Avenue) to Cindy Montañez Natural Park (Eighth Street). The project will connect students and San Fernando residents to a new non-motorized trail, offering opportunities for recreation and increased bike and pedestrian commuting options along local streets as noted in the City’s Safe and Active Streets Plan, encouraging connectivity to wider bike and pedestrian network in neighboring communities within the City of Los Angeles. The project entailed construction of a 12 foot wide, 1.34-mile long Class I asphalt concrete bikeway, bioswales, retaining walls, prefabricated pedestrian bridge, installation of rectangular rapid flashing beacons, welded wire fence, solar lights, bollards, signage, striping, and markings, as well as access ramps. The contractor is currently working on final punch list items.

Status: Construction is 95% complete. In order to address current safety concerns and vandalism, additional bollards will be installed at the bikeway entry points, additional striping will be placed, and concrete curbs will be constructed at the base of the solar lights.

Next City Council Action: Notice of Completion, scheduled for spring 2025.

Tentative Completion Date: January 2025
Staff Project Lead: Patsy Orozco
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Title: Parking Management Program (Residential Permit Parking) Description: Residential – Create a residential permit parking program by conducting a thorough review of the municipal code to identify recommended updates that incorporate statewide policies and regulations. Review and update existing operational policies and enforcement guidelines to ensure that the program is fair and equitable throughout the City. Data will also be collected to assist in making data driven decisions as it relates to curb and parking management.

At the conclusion of this project, City Council will be presented with a Residential Parking Action Plan that will include a thorough review of existing processes and procedures along with recommendations for updates and a proposed implementation plan for adoption.

Commercial – As part of the Downtown Master Plan, which encompasses all of the City’s major commercial corridors, updated parking data has been collected and recommendations for best practices will be presented by Walker Parking consultants. Additionally, staff is working to upgrade all parking meters in the commercial corridors to smart meters that accept both coins and credit cards.

Status: On July 15, 2024, the City Council approved a Professional Services Agreement with Dixon Resources Unlimited for Residential Parking Program Implementation Services. City staff held an initial kick-off meeting with the consultant in August and is working to schedule an Ad Hoc meeting to review the schedule and community engagement plan. On September 16, 2024, a Joint City Council/Planning and Preservation Commission meeting was held to discuss the Downtown Master Plan, this included a discussion on parking in the commercial corridors. On October 7, 2024, the City Council awarded a contract to IPS Solutions Inc. to upgrade all parking meters in the downtown area to smart meter. On January 14, 2025, City staff and Dixon Resources Unlimited conducted an Enforcement Workshop with Code and Traffic Enforcement personnel to gather feedback.

The community-wide parking survey will close on January 31, 2025, marking the start of the second phase of Community Engagement. On February 19 and 20, 2025, City staff and Dixon Resources Unlimited will host community meetings to present draft Residential Permit Parking (RPP) recommendations and collect additional input to finalize the recommendations for City Council consideration.

On November 6, 2024, City staff and Dixon Resources Unlimited met with the Ad-hoc Committee to discuss the Residential Parking Permit Implementation Project and obtain relevant feedback.

Additionally, On November 21, 2024, the first of multiple residential parking permit related community outreach meetings was held at Las Palmas Park. Seventeen (17) members of the community attended the meeting and provided substantial feedback on the proposed program; the meeting lasted over two (2) hours.

Next City Council Action: A Presentation of guidelines for proposed Residential Parking Program is tentatively scheduled for April 2025.

Tentative Completion Date: July 2025
Staff Project Lead: Isabella Tapia
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Title: City Facility Condition Assessment Report
Description: The Facilities Condition Assessment (FCA) report is a comprehensive evaluation of the current condition of all city owned facilities (buildings).This report is used to assess the physical state of the facilities, identify deficiencies, and estimate the costs associated with repairs, maintenance, and capital improvements. Key Components of a Facilities Condition Assessment Report: Inventory of Assets: A detailed list of all the assets being assessed, including buildings, infrastructure, and equipment. Visual Inspections: On-site inspections of the facilities to assess the condition of structural, mechanical, electrical, plumbing, and other building systems. Condition Ratings: Assigning condition ratings or scores to different components based on their current state, typically ranging from “excellent” to “poor.” Deficiency Identification:

Identifying and documenting deficiencies or issues that need to be addressed, such as structural damage, outdated systems, or safety hazards. Cost Estimates: Providing cost estimates for the repairs, replacements, and improvements needed to bring the facilities up to desired standards or maintain their current state. Prioritization: Recommendations for prioritizing repairs and maintenance based on factors like safety, regulatory compliance, and potential impact on operations. Life Cycle Analysis: Analyzing the expected remaining useful life of building systems and components to plan for future replacements or upgrades. Recommendations: Strategic recommendations for maintaining, repairing, or upgrading the facilities, including short-term and long-term plans. Facility Condition Index (FCI): A metric often included in the report that provides a snapshot of the overall condition of the facility. It is usually calculated by dividing the total cost of repairs by the replacement cost of the facility.

The purpose of the FCA report includes; Strategic Planning: Helps organizations plan and budget for maintenance, repairs, and capital improvements over time. Resource Allocation: Assists in allocating resources more effectively by identifying priority areas. Risk Management: Identifies potential risks related to the physical condition of the facilities that could affect safety, compliance, or operations. Compliance: Ensures that facilities meet regulatory requirements and industry standards. Improvement Tracking: Provides a baseline to measure the progress of facility improvements over time.

FCA reports are commonly used by property owners, facility managers, government agencies, and educational institutions to manage their physical assets and make informed decisions about maintenance and capital investments.

Status: Project kick-off meeting was held on October 16, 2024.

Next City Council Action: No City Council action required at this time.

Tentative Completion Date: June 2025
Staff Project Lead: Rodrigo Mora
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Title: Fixed Route ADA Sidewalk Improvement Project
Description: The Fixed Route ADA Sidewalk Improvement Project consists in upgrading damaged and non-ADA compliant sidewalks, drive approaches, curb and gutters, wheelchair ramps, etc., along transit routes: Truman Street, from Brand Boulevard to Maclay Avenue; Hubbard Avenue from San Fernand Road to First Street; and Seventh Street and Harding Avenue.

Status: Determine detailed scope of work, field-checking sites, preparing cost estimates, preparing project specifications, identifying conflicting utilities, identifying business access that will be impacted by proposed construction. Complete project specifications and construction quantities, and advertise project for construction.

Next City Council Action: Award a construction contract, tentatively scheduled for March 2025.

Tentative Completion Date: To be determined.

Staff Project Lead: Manuel Fabian / Willdan
Title: Las Palmas HVAC Project
Description: Las Palmas Park is one (1) of the City’s primary community centers that hosts many in-person programs and activities each week. It also serves as one of the City’s two (2) cooling centers during the hot summer months. Consequently, a functioning heating, ventilation and air condition (HVAC) system is imperative at this community center. Using ARPA funding, City Council has approved funding for partial replacement of the HVAC system at Las Palmas Park.

Due to funding, the project is limited to upgrading the unit that serves the gym as it is the most used part of the building for events.

On January 30, 2025, staff met with the contractor to determine the logistics of the work that will cause the least interruption to programs scheduled for the next couple of months. The Contractor will be submitting a schedule based on the on-site meeting.

Status: On August 19, 2024, the City Council awarded a contract to Carrier Corporation. There is 10-12 week lead-time to receive equipment.

Next City Council Action: Acceptance of project, scheduled for winter 2025.

Tentative Completion Date: Spring 2025
Staff Project Lead: Manuel Fabian
Title: Emergency Generator Installation at Las Palmas and Recreation Park Facilities Description: Having emergency generators at a park cooling centers serves several important purposes, especially during extreme weather events or power outages. A generator ensures that cooling centers remain operational during power outages, which are common during extreme weather, allowing them to provide essential services such as air conditioning, lighting, and power February 18, 2025 Special & Regular CC Mtg Page 83 of 424 Receive and File Status Updates for Enhancements, Projects, and City Council Priorities

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for critical equipment like medical devices and refrigeration units. These centers offer a safe haven for vulnerable populations, including the elderly and those with medical conditions, and serve as a hub for community resilience by providing a dependable place for residents to gather, receive information, and access resources during emergencies. Additionally, they support the coordination of emergency services, distribution of supplies, and help protect public health by reducing heat-related illnesses and fatalities. By ensuring the center's functionality, emergency generators demonstrate preparedness and reliability, reinforcing public trust and establishing the cooling center as a vital part of the local emergency response plan.

Overall, emergency generators at the park cooling centers are a critical investment in community safety and resilience, ensuring that the center can provide essential services and a safe environment regardless of power grid stability.

Status: Two (2) generators have been received and placed on their respective concrete pads. The design for connecting generators to the switching mechanism and to the building is currently in plan check. The project continues to be in the plan check stage. Engineering is working with Community Development to finalize the process.

Next City Council Action: Approve Notice of Completion, tentatively scheduled for March 2025.

Tentative Completion Date: June 30, 2025.

Staff Project Lead: Rodrigo Mora
Title: Urban Forest Management Plan
Description: An Urban Forest Management Plan (UFMP) is a comprehensive blueprint for the sustainable care and stewardship of trees within the City. It encompasses a range of strategies aimed at preserving, enhancing, and effectively managing the City’s urban forest ecosystem.

These strategies in the UFMP include tree preservation, strategic planting initiatives, routine maintenance activities, and continuous community engagement efforts.

Status: On May 6, 2024, the City Council approved the Urban Forest Management Plan. Direction during that meeting included the following follow up items:
• Policy for the removal of trees
• Creation of Tree Commission and specific responsibilities • Define what “Tree City USA” actually stands for
Additionally, at the August 12, 2024 Planning and Preservation Commission meeting, the role of the Commission as the City Tree Commission was discussed.

A “Comprehensive Tree Preservation Policy” is being drafted by staff to formalize the tree removal process for all City-owned trees. This policy will align with the UFMP’s recommendations to establish standard operating procedures and defined criteria for removal, notifications, and appeals.

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Next City Council Action: Discussion and Consideration to approve a Comprehensive Tree Preservation Policy is tentatively scheduled for March 3, 2025.

Tentative Completion Date: Ongoing
Staff Project Lead: Will Pettener
Title: Downtown Trash Enclosures
Description: Renovate City owned trash enclosures in the San Fernando Mall area, to include doors, roofs, security and enhance appearance. Trash enclosures located in alleys parallel and north and south of San Fernando Road.

Status: Initial surveys of existing trash enclosure sites at the San Fernando Mall have been completed. Preparing concept designs for trash enclosures, preliminary cost estimates and project schedule. Plan to construct prototype trash enclosure to evaluate before constructing the remaining trash enclosures. On October 7, 2024, the City Council received and filed a presentation on Downtown Mall area trash enclosures. On January 21, 2025, City staff presented trash enclosure renovation options to the City Council. The City Council approved retrofitting three (3) enclosures and demolishing two (2) enclosures. The enclosures to be demolished are Enclosure 1 in Public Parking Lot 5 and Enclosure 3 in Public Parking Lot 4. The enclosures to be retrofitted are Enclosure 2 in Public Parking Lot 5 and Enclosures 1 and 2 in Public Parking Lot 4.

City staff will prepare design renderings and initiate the RFP process.

Next City Council Action Present design renderings and cost estimates of trash enclosures is tentatively scheduled for March 2025.

Tentative Completion Date: Pending City Council direction, planned construction completion date is summer 2025.

Staff Project Lead: Isabella Tapia
Title: City Owned Right-of-Way Beautification
Description: Improving city-owned rights-of-way (ROWs) for beautification is a multi-faceted effort that enhances the visual appeal, functionality, and environmental quality of public spaces such as streets, medians, sidewalks, bikeways and easements.

Status: City Own Right of Way Beautification Streetscape (Parkways, Medians and Islands) - Working with the water division, operation staff is reestablishing the necessary infrastructure to support healthy vegetation within the city’s public right-of-ways, this work is including the replacement of backwater flow devices, irrigation components and electrical/control wiring which have been stole. Staff is in the process of developing a comprehensive list of work activities for all location including city entrances islands, parkways, bikeway and medians. This includes review of the large planter pots along the Maclay Corridor.

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Vacant Tree wells - Staff has request information on available species and estimated cost for replacement trees for the vacant tree wells in the downtown area. Once the trees are procured planting will take place this Fall. Fall is considered the best time for planting trees for several reasons which include, cooler temperatures, adequate soil moisture, root growth focus, less pest and disease pressures, less competition from weeds, easier soil conditions as well as period for spring growth preparation.

Next City Council Action: No City Council action anticipated.

Tentative Completion Date: Ongoing.

Staff Project Lead: Rodrigo Mora
Title: Sidewalk Condition Assessment
Description: This project aims to identify and mitigate sidewalk trip hazards, ensuring pedestrian safety, American with Disabilities Act (ADA) compliance, and long-term infrastructure sustainability.

Status: City Council awarded a Professional Services Agreement with Precision Concrete Cutting for a citywide sidewalk assessment and mitigation plan, which includes repairs, where appropriate. Precision is actively assessing sidewalks in Tree Trimming Zone F, currently working on Lashburn Street from Pearwood Avenue to Cork Street. Precision will continue in this area through the week, completing data collection for Grid F. Once finished, Precision will provide a comprehensive Sidewalk Assessment Report and Repair Quotation. The City will then determine repair priorities, and upon approval, Precision will proceed with saw-cutting repairs.

Next City Council Action: No City Council action required at this time.

Tentative Completion Date: December 2025
Staff Project Lead: Patsy Orozco
Title: Project Labor Agreement
Description: A Project Labor Agreement (PLA) is a pre-hire collective bargaining agreement establishing the terms and conditions of employment for a specific construction project. In general, PLAs are often used on large-scale construction projects to support labor relations, establish uniform work conditions, and potentially mitigate labor disputes.

To evaluate if a Project Labor Agreement is suitable for an organization, staff is researching the following information to be presented to City Council for consideration:

Understand the Project: Assess the nature, scope, and requirements of the construction project in question. Consider factors like project size, complexity, timeline, and potential labor issues.

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Evaluate Pros and Cons: Identify the potential benefits and drawbacks of implementing a PLA.

Conduct Cost-Benefit Analysis: Evaluate the financial implications of entering into a PLA.

Legal Considerations: Assess the legal implications of implementing a PLA in the project jurisdiction. Ensure compliance with local, state, and federal labor laws, as well as any regulatory requirements related to PLAs.

Next City Council Action: Scheduled to be presented to the City Council in February 2025.

Tentative Completion Date: To be determined based on City Council direction.

Staff Project Lead: Richard Padilla / Wendell Johnson
Title: City Fleet Replacement and Heavy Equipment Program Description: The City Fleet Replacement and Heavy Equipment Program is designed to effectively manage, maintain, and optimize the city’s fleet of vehicles and heavy equipment. This program ensures that all city-owned assets, including cars, trucks, specialized vehicles, and heavy machinery, are safe, reliable, cost-effective, and ready to support city operations. The program supports various city departments such as public works, public safety, parks and recreation, and transportation, providing essential vehicles and equipment to carry out their missions efficiently.

During the FY 2024-2025 Budget process, the City Council approved an enhancement of $210,000 to purchase a new backhoe.

Status: The Department has initiated the purchase of heavy equipment for maintenance work and is in the process of evaluating its current fleet of vehicles and heavy equipment. Staff is in the process of Identify the need, clearly define the requirements for the heavy equipment based on the specific maintenance tasks, to ensure that the proper piece of equipment is procured that meets the needs of the department. This involves understanding the type, size, and specifications of the equipment required.

This identification of the need will be followed by staff conducting a needs assessment which will evaluate the current vehicle and equipment inventory and determine if there are gaps that the new purchase will fill. This assessment will consider the equipment’s usage frequency, the scale of maintenance work, and potential future needs among other factors. Once the needs assessment is completed, staff will be conducting research on suppliers and what are the equipment options. Staff will investigate potential suppliers and compare different equipment models. Consider factors such as reliability, warranty, after-sales support, and compatibility with existing equipment will all be considered.

Next City Council Action: December 2024 Heavy Equipment. Spring 2025, approval of Public Works Vehicles
Tentative Completion Date: Ongoing program.

Staff Project Lead: Rodrigo Mora
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Title: Repair of Public Parking Lots
Description: The Repair of Public Parking Lots Project involves a pavement treatment to create a more acceptable travel surface to the road at a significant reduction in price. A total of eight (8) parking lots will experience some type of asphalt repair. The project also involves crack sealing, asphalt repairs and restriping of parking stalls. Upon further evaluation of the lots, it was determined that four (4) lots will undergo an overlay and another four (4) will have asphalt repairs performed in areas that are experiencing base failures.

The lots that form part of the project include:
• Parking Lot 3
• Parking Lot 6N
• Parking Lot 7
• Parking Lot 8
• Parking Lot 9
• Parking Lot 10
• City Hall Parking Lot
• San Fernando Police Department Parking Lot
Parking Lots 1, 11, and 12 were completed as part of previous projects. Parking Lot 2 is a concrete parking structure therefore this type of treatment does not apply. Parking Lot 4 and Lot 5 will be part of the upcoming Calles Verdes Project and Trash Enclosure Project, respectively.

Status: In order to not impact activity for merchants of the San Fernando Mall during the Holiday season the project was postponed to start in February 2025. Work will be completed in April 2025, weather permitting.

Next City Council Action: Acceptance of the project is tentatively scheduled for June 2025.

Tentative Completion Date: April 2025
Staff Project Lead: Manuel Fabian
Title: Residential Water Service Shut Off Policy
Description: On July 15, 2024, the City Council approved the Discontinuation of Residential Water Services for Non-Payment Policy as required by Senate Bill 998 (SB 998) and Senate Bill 3 (SB 3) which will take effect January 1, 2025. City Council also moved to direct staff to return at a future meeting with guidance and recommendations regarding the City’s ability to collect delinquent sums on the tax roll similar to the manner in which delinquent trash sums are also collected.

Status: Staff has conferred with the City Attorney to research this item to analyze a) if assessments are allowable for residential water services due to non-payment and b) the pros/cons of this process versus a water shut-off process. Preliminarily, we were advised as follows:

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1) Charges for water consumption are property related fees and charges within the meaning of Proposition 218 (codified under Article XIIID of the California Constitution); 2) As such, an ordinance or resolution establishing or increasing water rate charges requires the conduct of a so-called “majority protest” public hearing which requires the issuance of a written notice to water customers no less than 45 days from the date of the hearing; and
3) In order to preserve the ability to collect delinquent water charges on the tax roll, the City, as part of the majority protest approval process, must send notice to the owners of real property parcels that receive water service, even if the property owner is not the water customer (e.g., where the water customer is a tenant and not the owner affect parcel). (See Govt. Code Section 53755(a)(3) and Health & Safety Code Sections 5471, 5473 and 5473a). If the City did not provide such notice when it last conducted a majority protest hearing setting its current water rates, it would require the initiation of a new majority protest process in which such notice was provided to property owners (not just customers) for the City to avail itself of the right to collect delinquent charges on the tax roll.

Staff is continuing to work with the City Attorney and additionally in process of surveying other municipal operations to illustrate use of assessments versus water shut-off process for residential water services due to non-payment.

Next City Council Action: At the January 6, 2024 City Council meeting, the City Council directed staff to move forward as previously directed by City Council regarding the water service shutoff policy and to provide an update on outstanding delinquencies during consideration of the Water and Sewer Fee Study and the Prop 218 process, to occur within approximately one (1) year.

Tentative Completion Date: Follow up to be provided in concert with the Water and Sewer Fee Study and Prop 218 Process, anticipated to occur by January 2026 or sooner. On January 21, 2025, the City Council approved a contract with Robert D Niehaus, Inc. for the Water and Sewer Rate Study.

Staff Project Lead: Victor Meza
Title: Recreation Park Rehabilitation
Description: The sod installed as part of the San Fernando Regional Park Infiltration Project did not establish successfully. Staff will be preparing a Request for Proposal (RFP) to procure a consultant for replacement of the sod at Recreation Park.

Status: In planning stage.

Next City Council Action: Award of Contract for Design in March 2025 Tentative Completion Date: TBD
Staff Project Lead: Manuel Fabian
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Police Department.

Title: Police Station Cameras and Parking Lot Security Improvement Project Description: The San Fernando Police Department is enhancing its station security through the 2022 Urban Area Security Initiative (UASI) Grant, a federal program under the Department of Homeland Security aimed at strengthening local communities against potential threats.

Grant-funded activities are restricted to UASI National Priorities, including the protection of soft targets and crowded places. These improvements include installing additional cameras in critical unmonitored areas and upgrading the resolution of existing cameras for better coverage.

Additionally, the outdated access control system will be replaced with a modern key fob system, enhancing security by tracking and restricting access to designated areas, ensuring only authorized personnel can enter. This upgrade also enables the department to limit or revoke access for separated employees, preventing them from entering restricted areas.

This project also includes improving security for the Police Department parking areas. The Detective Parking Lot is currently ungated and vulnerable to tampering and break-ins, with multiple incidents of unauthorized individuals loitering or entering the lot. Unauthorized vehicles also frequently block the lot's entrance, delaying emergency responses. Installing a controlled access gate will prevent unauthorized individuals from entering and obstructing the lot, thereby improving safety for both sworn officers and civilian personnel. To further secure the area, a guardian-style wrought iron fence will be installed atop the existing five-foot cinderblock wall and a mesh screen will be added to the gate will protect officers and vehicles from being observed, especially when officers are transporting firearms or arrestees The budget allocation for the Police Station Cameras/Access Control project is $114,408 from grant funds. The budget allocation for the Parking Lot Security Improvement project is $89,982 from grant funds.

Status: The City Council approved a contract amendment with BearCom on November 18, 2024.

Work on the project began in late November and is ongoing, with an anticipated completion date in early March.

Parking Lot Security Improvement Project – Staff is awaiting the UASI 2024 Subaward Agreement from the City of Los Angeles. Once the agreement is secured and approved, staff will proceed with a notice inviting bids for the project.

Next City Council Action: No additional City Council action required. Parking Lot Security Improvement Project – Approve the 2024 UASI Subaward agreement once received from the City of Los Angeles (estimated in early 2025).

Tentative Completion Date: Police Station Cameras/Access Control, March 2025; Parking Lot Security Improvement Project, December 2025.

Staff Project Lead: CJ Chiasson
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Title: Law Enforcement Technology Improvements
Description: Handheld Ticket Writers – During the FY 2024-2025 Budget Process, the City Council approved an ongoing budget enhancement of $30,000 for the lease and integration of four handheld ticket writers into the Department’s Records Management System. This acquisition will reduce redundant labor for Records Bureau staff, minimize human errors in data transcription and entry, and allow staff to focus on other duties. Additionally, it will help the Department maintain timely compliance with federal and state regulations while enhancing its traffic enforcement capabilities.
eSubpoena – During the FY 2024-2025 Budget Process, the City Council approved a one-time enhancement of $7,320 and an ongoing enhancement of $4,000 for the purchase and integration of eSubpoena software. This software will increase administrative efficiency related to subpoena service and court notifications. This technology will also reduce data entry and human error in Subpoena tracking and record keeping and free up staff time for other responsibilities, benefiting both officers and the public.

Status: The City Council approved a professional services agreement with Turbo Data Systems, Inc. (TDS) on November 18, 2024. All parties have signed the agreement and the Ticket Writers have been ordered. Delivery of devices is pending.
eSubpoena – Staff participated in a project kick-off meeting on October 10, 2024. A purchase order for the vendor has been issued. All users of the software have been identified, and their information has been submitted to the vendor for configuration. Installation of the software is pending at this time due to security concerns by IT. IT is working with the vendor to resolve these issues.

Next City Council Action: Handheld Ticket Writers – No additional City Council action required. eSubpoena – No additional City Council action required.

Tentative Completion Date: Handheld Ticket Writers, February 2025; eSubpoena, February 2025 Staff Project Lead: Sylvia Ortega
Title: Police Department Overtime
Description: On August 19, 2024, the City Council approved an additional overtime allotment of $50,000. A resolution to appropriate the funds was subsequently approved by the City Council on September 3, 2024. The additional overtime is designated to address public safety concerns, specifically focusing on traffic and parking enforcement, DUI saturation patrols, enhanced investigative efforts, and crime suppression.

Status: On Wednesday, August 28, 2024, the San Fernando Police Department (SFPD) Special Enforcement Team (SET), Detective Bureau, and a California State Parole Agent conducted a 290 PC Sex Registrant Compliance Check in San Fernando. The team visited the residences of nine (9) February 18, 2025 Special & Regular CC Mtg Page 91 of 424 Receive and File Status Updates for Enhancements, Projects, and City Council Priorities

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sex registrants, including individuals on active parole, to verify their compliance with release conditions. One (1) individual was arrested for failing to meet registration requirements.

On September 5, 2024, the SFPD Detective Bureau, SET, several California State Parole Agents, and a Probation Officer conducted a Parole/Probation Compliance Check. The team visited five (5) residences, contacted four (4) parolees, and made one (1) arrest for a parole violation.

On October 10, 2024, SFPD officers conducted a Crime Suppression Detail focused on surveillance and patrol of high-crime areas within the City. The detail resulted in one (1) traffic stop and one (1) pedestrian stop with a narcotics arrest.

On October 12, 2024, SFPD conducted a Parking Enforcement Detail. During this detail, a Community Service Officer (CSO) assisted police officers with traffic control at a traffic collision, responded to one parking call for service, and issued 51 parking citations.

On Saturday, October 19, 2024, SFPD conducted a Parking Enforcement Detail. During this detail two Community Service Officers (CSO) issued 69 parking citations.

On Tuesday, October 22, 2024, one (1) SFPD officer conducted a Traffic Enforcement Detail throughout the city. The officer issued eight (8) traffic citations, impounded two (2) vehicles, and arrested one (1) individual for an outstanding warrant.

On Wednesday, October 23, 2024, an SFPD Officer conducted a Traffic Enforcement Detail throughout the city. The officer issued 12 traffic citations.

On Thursday, October 31, 2024, SFPD officers provided high-visibility patrol, including foot and bicycle patrols in the area surrounding Orange Grove Avenue. Throughout the evening, officers interacted with community members and ensured that trick-or-treaters enjoyed a safe Halloween.

On Tuesday, November 5, 2024, SFPD’s Special Enforcement Team (SET) and Target Asset Protection Specialists conducted an undercover operation targeting shoplifters and organized retail theft at the San Fernando Target store. The operation resulted in the detention of six shoplifters, including three juveniles, one with an outstanding warrant. Another suspect was in possession of contraband. All suspects were arrested and booked for various theft-related offenses, and the stolen merchandise was recovered and returned to Target.

On Tuesday, November 12, 2024, an SFPD officer conducted a Traffic Enforcement Detail throughout the City.

On Saturday, November 16, 2024, SFPD conducted a Parking Enforcement Detail. During this detail, two (2) CSOs issued 71 parking citations.

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On Thursday, November 21, 2024, SFPD officers conducted a Crime Suppression Detail focused on surveillance and patrol of high-crime areas within the City. Five traffic citations were issued.

On Friday, November 22, 2024, an SFPD officer conducted a Traffic Enforcement Detail throughout the City, which led to the issuance of nine citations and the arrest of an unlicensed driver.

On Monday, November 25, 2024, SFPD detectives conducted a Bike Patrol Detail, resulting in one warrant arrest.

On Thursday, December 5, 2024, SFPD detectives and officers conducted a search warrant at a pawn shop in Arleta. The search warrant resulted in the arrest of one suspect and the recovery of $27,497.94 in stolen property.

On Saturday, December 7, 2024, SFPD conducted a Parking Enforcement Detail. During this detail, an SFPD CSO issued 21 parking citations and impounded one vehicle for expired registration.

On Saturday, December 7, 2024, SFPD staff participated in the Tree Lighting event. Officers interacted with the community and provided additional security.

On Friday, December 13, 2024, SFPD conducted a DUI Saturation Patrol Detail, resulting in three arrests and three citations.

On Saturday, December 14, 2024, SFPD conducted a Parking Enforcement Detail. One CSO issued forty-four (44) parking citations.

On Friday, December 20, 2024, SFPD’s Special Enforcement Team (SET) and Target Asset Protection Specialists conducted an undercover operation targeting shoplifters and organized retail theft at the San Fernando Target store. The operation resulted in one (1) felony arrest and one (1) misdemeanor arrest.

On Thursday, January 9, 2025, an SFPD officer conducted a Traffic Enforcement Detail throughout the City resulting in one (1) misdemeanor arrest, 10 traffic citations, and two (2) parking citations.

On Friday, January 10, 2025, SFPD conducted a Crime Suppression Detail focused on surveillance and patrol of high-crime areas within the City. Two (2) CRM’s and five (5) traffic stops were conducted.

On Saturday, January 11, 2025, SFPD conducted a Parking Enforcement Detail. During this detail, 45 parking citations were issued.

On Saturday, January 18, 2025, SFPD conducted a Parking Enforcement Detail. During this detail, 39 parking citations were issued and two (2) vehicles were impounded.

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On Friday, January 20, 2025, SFPD conducted a Crime Suppression Detail focused on surveillance and patrol of high-crime areas within the City resulting in one (1) felony arrest from a FLOCK hit, one (1) impound, and one (1) CRM.

On Friday, January 24, 2025, an SFPD officer conducted a Traffic Enforcement Detail throughout the City resulting in one (1) misdemeanor arrest, 10 traffic citations, three (3) parking citations, and two (2) CRMs.

One (1) additional bicycle patrol detail and one (1) parking enforcement detail are pending.

Next City Council Action: No additional City Council action required.

Tentative Completion Date: February 2025
Staff Project Lead: Sylvia Ortega
Title: Police Officer Staffing Update
Description: During the FY 2024-2025 Budget Process, the City Council approved a recurring budget enhancement of $40,000 for a Police Corporal Program to support the Department's succession planning. Additionally, the City Council approved a one-time enhancement of $15,000 to boost recruitment efforts (including background investigations, polygraphs, psychological evaluations) aimed at filling personnel vacancies.

Status: Currently 32 sworn police officer positions are filled, with two (2) officers in various stages of field training and one (1) Police Recruit currently attending the Rio Hondo Police Academy.

One (1) Level III Reserve Officer and one (1) full-time Police Officer were on boarded Tuesday, November 19, 2024.

Candidates for the Commander position have completed the recruiting and testing process.

Selection and promotions will be forthcoming.

A draft job specification for the Police Corporal position has been provided to the San Fernando Police Officers’ Association and is currently being reviewed.

Next City Council Action: The Police Corporal Review and approval of the Police Corporal job description, date to be determined.

Tentative Completion Date: February of 2025
Staff Project Lead: CJ Chiasson
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Title: Mental Health Clinician Program
Description: This program will provide comprehensive mental health services to address crises related to mental health disorders, substance abuse, and homelessness. The initiative includes staffing mental health professionals who will accompany officers to provide specialized assistance in handling mental health crises, and enhancing overall public safety efforts.

The City’s partnership with Hope the Mission includes a 10-month contract to provide these services, with a total program budget of $512,165. This funding covers clinician services, homeless outreach, marketing, and transportation costs.

Status: On December 4, 2023, the City Council accepted Department of Health and Human Services Substance Abuse and Mental Health Services Administration (SAMHSA) Grant funds in the amount of $757,583 for a Mental Health Clinician Program. On October 21, 2024, the City Council approved a contract with Hope the Mission (HTM) for de-escalation training for officers, crisis intervention support during calls for service, case follow-up, and community engagement to raise awareness of mental health resources. The Department has worked with Hope the Mission to solidify partnership protocols. Training on protocols will begin the week of February 3, 2025.

A Hope the Mission representative attended the February 3, 2025 City Council meeting and provided an overview of the objectives for the Mental Health Clinician Program. Representatives from the organization will return in March to introduce the Mental Health Clinicians who will be working with the program.

Next City Council Action: No additional City Council action is required.

Tentative Completion Date: September 29, 2025
Staff Project Lead: Jen Spatig
Title: UASI EOC 2023
Description: Additional information will be provided as part of the next update on February 18, 2025.

Status:

Next City Council Action:

Tentative Completion Date:

Staff Project Lead: CJ Chiasson
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Recreation & Community Services.

No updates provided.

Finance.

Title: Enterprise Resource Planning Software (Finance System) Description: The City’s current financial system, Tyler Eden, will no longer be supported effective March 2027. In preparation, Staff will focus on awarding a professional services agreement and initiating implementation for replacement of the Project goals for Phase I of this transition will focus primarily on development of General Ledger – Financials and data migration. Through the Adopted Fiscal Year 2024-2025 Budget, the City Council approved funding for system replacement for $100,000 towards implementation expenses and $40,000 in ongoing software subscription costs.

Status: Staff held initial demonstrations with three (3) software vendors specializing in municipal government financial systems in June and July. Based on evaluations, two (2) vendors were invited to present onsite in August and September. The City Council approved a contract for award of software and implementation services with Tyler Technologies ERP at the November 18, 2024 meeting.

Next City Council Action: No additional City Council action required.

Tentative Completion Date: A project kickoff is being scheduled for April 2025. Implementation time is anticipated to take up to 24 months across three (3) phases: Phase 1 – Financials; Phase 2 – Utility Billing; and Phase 3 – Human Resources/Payroll.

Staff Project Lead: Art Ziyalov
Title: Update on City’s OPEB/Pension Liabilities
Description: The City provides full-time employees with a defined benefit pension through the California Public Employee’s Retirement System (CalPERS) and pays other post-employment benefits (OPEB) to certain retirees or a group of retirees for health care costs. City Council has requested an informational presentation on OPEB actuarial report and related investments from the City’s financial advisor.

Status: Staff is in coordination with the City’s actuarial services consultant, Foster & Foster, in the development of the updated valuation reporting for the fiscal year ending June 30, 2023. Initial data has been provided to the consultant, which is being used to generate reporting and disclosure issues and assists the City with understanding the financial statement impact, the February 18, 2025 Special & Regular CC Mtg Page 96 of 424 Receive and File Status Updates for Enhancements, Projects, and City Council Priorities

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effect of actuarial assumptions and methodology, development of funding policies and recommended contributions, and a review of the plan design.

Next City Council Action: Staff anticipates a final report for presentation to City Council by February 21, 2025.

Tentative Completion Date: February 2025
Staff Project Lead: Erica Melton
Title: Online Bill Payment System (Paymentus)
Description: Currently, the City provides water and sewer utility customers with the option to pay utility bills in person at City Hall, by mail, by direct debit from a checking account or via drop box. In person, only cash, checks, and debit cards are accepted for payment. The City Council adopted the Fiscal Year (FY) 2023-2024 Budget, which included a Finance Department Work Plan objective to identify a utility payment software solution to provide residents with expanded payment options for credit card and online payments.

Status: On October 16, 2023, the City Council approved an agreement with Paymentus Corporation for online payment services. Due to staff turnover, however, the vendor did not countersign the agreement until December 2023 and the kickoff did not occur until January 2024.

The implementation of the system also proved challenging due to the City’s current financial accounting system, which has limitations due to impending retirement in March 2027. Staff was able to develop an alternative method for integration through its cashiering system, but system testing was halted because of issues that arose during the transition of IT Managed Services, which have not yet been resolved. With a new IT service provider, this project has been prioritized with testing in its final phase with an expected roll out in February 2025.

Next City Council Action: No additional City Council action required.

Tentative Completion Date: February 2025
Staff Project Lead: Art Ziyalov
BUDGET IMPACT:

There is no additional budget impact to receiving and filing this status report. All reported enhancements, projects, and priorities currently have sufficient funding as appropriated through the Fiscal Year 2024-2025 Adopted Budget.

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CONCLUSION:

It is recommended that the City Council receive and file this status update on enhancements, projects and City Council priorities and provide direction, as appropriate.

ATTACHMENTS:

A. My San Fernando App Work Order Reports
B. ARPA – Expenditure Plan & Status Report
C. Completed Items
D. Expiring Contracts
E. Housing Programs Monthly Reports
February 18, 2025 Special & Regular CC Mtg Page 98 of 424 24-Mar 24-Apr 24-May 24-Jun 24-Jul 24-Aug 24-Sep 24-Oct 24-Nov 24-Dec 25-Jan 25-Feb Total Building Code Violation 5 8 10 12 13 15 16 23 25 4 4 0 135 Homelessness Outreach 16 10 14 8 21 12 17 37 8 9 13 1 166 Property Maintenance 000000000000 0Total - Community Development 21 18 24 20 34 27 33 60 33 13 17 1 301Abandoned Vehicle 3 6 3 3 613 1097310 64 Total - Police 3 6 3 3 613 10 9 7 3 1 064Bus Stop/Shelter Maintenance 000000300020 5City Trees 4 2 5 3 9 814 12 61993 94 Graffiti and Sign Posting on P 50 56 60 52 82 95 93 70 39 27 40 15 679 Graffiti on Private Property 68 59 42 56 54 49 61 89 55 49 32 19 633 Illegal Dumping and Litter 49 69 60 55 99 90 98 86 71 47 54 31 809 Park Maintenance 6 4 0 2 2 11532203 40Sidewalk Repair 9 7 8 711 618 234403 100 Storm Drain and Flooding 012004030120 13Street Lighting 14 5 7 15 15 12 18 9 24 12 18 12 161 Street Repair 38 5 4 9 8 61156713 103
Street Signage 0 3 2 4177243240 48Traffic Signal 000422842550 32Total - Public Works 238 211 190 207 299 280 341 308 212 175 167 89 2717Total All Topics 262 235 217 230 339 320 384 377 252 191 185 90 3082PolicePublic WorksAll Topics One Year Analysis of Opened Requests
Ending February 2025
Community Development
ATTACHMENT "A"
February 18, 2025 Special & Regular CC Mtg

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February 18, 2025 Special & Regular CC Mtg Page 100 of 424 ATTACHMENT "B"

ITEM STATUS PROJECT/PROGRAM BUDGETED REVISED BUDGET SPENT CONTRACTED REV BALANCE 1 Complete Annual Street Repavement - Phase II 1,007,232 1,007,232 1,007,232 - - 2 Complete COVID-19 Relief/Response Reimbursement 205,940 205,940 205,940 - - 3 Complete Layne Park Revitalization Project 200,341 200,000 200,000 - - 4 Complete Council Chambers/AV Upgrade 24,981 24,981 24,981 - - 5 In Progress Upper Reservoir Project 850,000 850,000 754,588 95,413 - 6 In Progress Homeless Outreach Services 300,000 300,000 152,190 147,810 - 7 In Progress Pioneer Park Project 254,961 255,235 - 255,235 - 8 In Progress Downtown Master Plan 250,000 250,000 135,205 114,795 - 9 Complete Annual Street Repavement - Phase III 250,000 250,000 250,000 - - 10 In Progress Technology Improvements 179,845 179,845 31,171 148,674 - 11 In Progress Las Palmas & Rec Park Generator Project 150,000 150,000 110,061 39,939 - 12 In Progress City Mobile App - Virtual San Fernando 148,200 148,200 52,574 95,626 - 13 Complete Feasibility Study - New City Park Space 50,000 49,592 49,592 - - 14 In Progress Sidewalk Repairs 1,006,900 1,016,433 - 1,016,433 - 15 In Progress First Time Home Buyer & Rehab Loan Program Revolving Fund 50,000 50,000 - 50,000 - 21 In Progress Bus Shelter Project 114,939 114,939 - 114,939 - 16 In Progress Las Palmas HVAC Project 400,000 399,848 115,568 284,280 - 17 In Progress Citywide Curb Repainting 200,000 200,000 178,709 21,291 - 18 In Progress City Hall Beautification 100,000 99,770 99,770 - - 19 In Progress Park IT Server Room Transition 50,000 46,070 12,450 33,620 - 20 In Progress Wifi at LP & Recreation Park w/Computer Rooms 25,000 20,254 20,254 - - Total $ 5,818,339 5,818,339 $ 3,400,283 $ 2,418,056 $ - NOTE: Per City Council direction, remaining balances from completed projects have been directed to the Sidewalk Repairs. Changes from original budget are denoted in blue.

All funds have been fully contracted by December 31, 2024, per ARPA guidelines. Staff will continue to report on expenditures through the December 31, 2026 deadline.

ARPA Expenditure Plan & Status Report
February 18, 2025 Special & Regular CC Mtg Page 101 of 424 ATTACHMENT “C”

COMPLETED ITEMS
Changes to each project since the last meeting have been tracked and are shown in red City Manager’s Office & City Clerk’s Office.

Title: City Council Office Redesign
Description: During the FY 2023-2024 budget process, the City Council approved an enhancement to redesign the City Council office to be suitable to host City related meetings. The budget allocation for this program is $5,000.

Status: On May 20, 2024, the City Council authorized staff to move forward with the renovation based on the five (5) desk design presented during the meeting. The City Council Office is substantially complete and is ready for use. The final remaining action is to add the City seal and logo to the office walls.

Next City Council Action: N/A
Completion Date: Completed in September 2024
Title: Records Retention Policy Update
Description: During the FY 2024-2025 budget process, the City Council approved funding to update the City’s 25-year-old Citywide Records Retention Policy. A records retention policy update involves a thorough review of the current policy to identify necessary revisions due to changes in laws, regulations, or organizational needs and ensures compliance with legal and industry standards, revises retention schedules for various record types, and clearly defines staff roles in records management. The update also includes procedures for managing digital records, securing sensitive information, and properly disposing of or archiving records. Additionally, it outlines plans for staff training, communication, and regular audits to ensure ongoing compliance and effective records management. The budget allocation for this project is $10,000.

Status: On January 21, 2025, the City Council adopted Resolution No. 8359 approving updates to the Records Retention and Destruction Policy.

Next City Council Action: No additional City Council action required at this time.

Completion Date: January 2025
Staff Project Lead: Julia Fritz
February 18, 2025 Special & Regular CC Mtg Page 102 of 424 2 Community Development Department.

Title: Animal Control Contract Management
Description: The City contracts with the Los Angeles County Department of Animal Care & Control (DACC) to provide animal control services. Services include field services for animal care and control, including enforcement of state statutes and municipal animal control ordinances, dead animal pickup, and licensing fee canvassing and collection. In addition, kennel and animal shelter services at Los Angeles County shelters, which accept all animals delivered for impoundment from within the City boundaries 24 hours per day is included in the service agreement. Based on City Council direction, staff reported on research related to alternative service providers and determined entering into contracts with other service providers was not feasible for reasons outlined in the agenda report. On May 6, 2024, the City Council approved a five-year Agreement (through June 30, 2029) to provide animal care and control services to the City.

Status: Staff has continued to search potential non-profits or other entities to assist with trapping of the feral cats for the purposes of having them spade or neutered. Unfortunately, to date there has not been one identified. It should be noted that at the Strategic Goals and Budget Session on February 12, 2024, additional animal control services for trapping and relocation was included as a potential area to be funded by available discretionary funds. However, this effort was not funded through the FY 2024-2025 budget process.

Next City Council Action: N/A
Completion Date: Completed in June 2024
Title: CDBG Neighborhood Cleanup Program
Description: Annually, CDBG program guidelines require that the City Council approve the planned programming expenditures for the upcoming fiscal year. In May 2024, the City Council approved the FY 2024-2025 CDBG Programs, which included the Neighborhood Cleanup Program. The budget allocation for this program is $25,808.

Status: The agreement has been executed. Eight (8) applications have been approved. Scheduling has begun. Staff continuously receives applications.

Next City Council Action: No additional City Council action required at this time.

Completion Date: June 2025
Title: New Position – Planning Manager
Description: During the FY 2024-2025 budget process, City Council approved a new Planning Manager position to oversee the development and implementation of land use, zoning, and urban design policies, managing long range planning projects (e.g. zoning code and zoning map amendments, general plan updates), supervise the Planning and Building & Safety Divisions, and review development proposals to ensure they align with the City's regulatory requirements and comply with local, state, and federal regulations. The budget allocation for this position is $185,000 per year.

February 18, 2025 Special & Regular CC Mtg Page 103 of 424 3 Status: At the regular City Council meeting of October 21, 2024, the City Council approved the job specification. On October 30, 2024, the job flyer was posted on the City’s website, GovernmentJobs and American Planning Association. It has been submitted and is under review to be posted on the APA CA Los Angeles Chapter. The deadline for first round consideration was November 27, 2024. First round interviews were conducted on December 19, 2024. Second interviews were conducted with the top three (3) candidates and a top candidate has been selected.

Next steps are to issue an offer letter and work with Human Resources to complete a reference check and background, and onboard the new employee.

Next City Council Action: No City Council action required at this time.

Tentative Completion Date: March 2025.

Staff Project Lead: Erika Ramirez
Finance.

Title: American Rescue Plan Act (ARPA) Allocations
Description: The City has received a total of $5,818,339 American Rescue Plan Act (ARPA) funds.

Through the Fiscal Year 2024-2025 Budget Study Sessions, City Council provided direction on the current ARPA Expenditure Plan (see Attachment “B”). Subsequent recommendations were provided at the July 15, 2024 City Council Meeting to reduce funding from the First Time Homebuyer Support & Rehab Loan Revolving Fund (Project #15) from $100,000 to $50,000 and increase the Sidewalks Repairs (Project #14) from $1,071,839 to $1,121,839. Per City Council direction, all remaining balances from completed projects will be directed for use to the Sidewalk Repairs (Project #14).

Status: Status updates regarding each approved project and associated budget are enclosed in Attachment “B”.

Next City Council Action: All ARPA funds have been contracted by the December 31, 2024 deadline. Staff will continue to use this report to ensure funds are fully expended by the December 31, 2026 deadline.

Tentative Completion Date: All funds must fully expended by December 31, 2026.

Staff Project Lead: Erica Melton
February 18, 2025 Special & Regular CC Mtg Page 104 of 424 4 Police Department.

Title: Narcotics Incinerator
Description: During the FY 2024-2025 Budget Process, the City Council approved a one-time enhancement of $11,937 for a drug disposal program, funded through Opioid Settlement Funds.

This program will involve purchasing a smokeless narcotics incinerator for the police department to safely dispose of prescription and illicit drugs. The incinerator will eliminate the need to store narcotics at the department until a disposal operation can be organized, which previously required 8 to 10 armed officers to transport drugs to Long Beach—the nearest facility, which is no longer operational. This enhancement will allow the police department to dispose of narcotics and prescription medications on-site, benefiting both the department and the community.

Status: The narcotics incinerator has been purchased and was delivered on September 9, 2024.

Next City Council Action: No further action is necessary.

Tentative Completion Date: Completed in September 2024.

Title: Law Enforcement Technology Improvements
Description: Flock ALPR Camera System – On September 14, 2023, the City received a grant from the Board of State and Community Corrections (BSCC) Organized Retail Theft (ORT) Program, allocating $340,050 for the lease, installation, and implementation of Automated License Plate Readers (ALPR). The City Council subsequently approved a Master Services Agreement with Flock Safety for the installation and maintenance of 37 Fixed ALPRs throughout the City.

Status: Flock ALPR Camera System – All 37 cameras are now installed and operational.

Next City Council Action: Flock ALPR Camera System – No additional City Council action required.

Completion Date: Flock ALPR Camera System - Installation Completed September 2024 Public Works Department.

Title: Civic Center Beautification (Painting) Project
Description: The Civic Center Beautification Project includes minor wall repairs, pressure washing block walls, painting the exterior of City Hall and the Police Department, and applying wood stain to wood surfaces. City Hall and the Police Department will remain open for business during the project.

Status: On August 5, 2024, the City Council awarded a contract to US National Corp. The project began September 2024. Staff obtained a quote from US National Corp to paint the entrance lobby of City Hall and the exterior of the Police Station. The change order amount came within the projects’ budgeted amount and will proceed with the work. At the October 21 City Council February 18, 2025 Special & Regular CC Mtg Page 105 of 424 5 meeting, a color selection was made for the San Fernando Police Department. Additional modification, including color changes, relocation of the city seal at the frontage of the building and the additional of lettering to the city hall building were requested. The contractor provided updated renderings of the proposed exterior paint scheme for City Hall, which were approved by City Council on November 18, 2024. Work began on the improvement on November 26, 2024.

Next City Council Action: Notice of Completion is expected to be presented to City Council in March 2025.

Tentative Completion Date: January 2025
Staff Project Lead: Manuel Fabian
Title: Position Reclassification: Convert Four (4) Part-Time Maintenance Workers to Two (2) Full-Time Maintenance Workers for Graffiti and Tree Maintenance Description: Converting four (4) part-time maintenance workers into two (2) full-time maintenance workers to two (2) full time positions for graffiti and tree maintenance positions.

Status: Positions have been filled new hires are being on boarded.

Next City Council Action: No City Council action anticipated.

Tentative Completion Date: October 31, 2024.

Title: Street Resurfacing Project – Phase 3
Description: The Phase 3 Annual Street Resurfacing Project has been completed. The project involves a three-step process of asphalt slurry that help to fill, level, and create a more acceptable travel surface to the road at a significant reduction in price, when compared to traditional overlays. The work covereds approximately two (2) miles of street. In addition to paving activities, new striping and pavement markings will bewas installed, which included refreshing of house numbers on the curbs along the project limits.

The streets that formed part of the base bid included:
• First Street between North Maclay Avenue and Hubbard Avenue • Macneil Street between Third Street and Library Street • Kalisher Street between San Fernando Road and Hewitt Street and between Griffith Street and South City Limits
• Second Street between North Huntington Street and Hubbard Avenue • San Fernando Road between Kittridge Street and South Brand Boulevard • Hubbard Avenue between First Street and Fourth Street • Fourth Street between Hubbard Avenue and North Workman Street • Fourth Street between North Maclay Avenue and North Brand Boulevard • Chatsworth Drive between San Fernando Road and South City Limits • Hubbard Avenue Access Road between Second Street and Fourth Street February 18, 2025 Special & Regular CC Mtg Page 106 of 424 6 Status: Construction began on July 8, 2024. The contractor has completed all paving operations of the contract. Contractor is currently working on punch list items completed the project, including punch list items..

Next City Council Action: Acceptance of the project is tentatively scheduled for January 2025.

Completion Date: October 2024 (Construction) Completed November 2024 Title: Curb Painting, Street Striping, and Street Markings Description: The Los Angeles County Department of Public Works (County) has been contracted to repaint pavement markings and striping with thermoplastic paint, including crosswalks, centerlines, stop legends, and curbs restrictions etc.

Status: The Los Angeles County Public Works Department (LACPWD) has completed striping and pavement markings throughout the City as part of the City’s Citywide Street Striping project. The work involved restriping crosswalks, stop bars and pavement legends (i.e., STOP, Railroad Crossing) and restrictive curbing (red, yellow, green, blue and white). The City requested additional work from the County including the painting curb marking, additional crosswalk improvements, and signage upgrades (Glenoaks Blvd., Brand Blvd., Fifth St. and Celis St.) Work is scheduled to be completed in the spring of 2025. Work started on August 5, 2024.

Next City Council Action: No City Council action required at this time.

Completion Date: Spring 2025.

Staff Project Lead: Manuel Fabian
Recreation & Community Services.

Title: Afterschool Teen Program
Description: During the FY 2024-2025 Budget process, the City Council approved an Afterschool Teen Program that provides a safe, structured environment for activities. The program convenes Monday through Friday, regularly in the hours after school of 3:00 p.m. to 6:00 p.m. and offers activities to help youth between the ages of 11 and 17 learn new skills, and develop into responsible adults. Activities are recreational, educational, cultural and social and may cover topics such as sports, technology, reading, math, science and the arts. This will be a healthy and positive environment where any San Fernando teen can come and engage in positive activities.

Status: Staff recruitments were opened and completed. Staff were identified and are in the onboarding process. Staff training will follow as we work on weekly activity curriculum. Flyer and marketing narrative are in the process of being approved and program equipment, materials and supplies are being procured.

Next City Council Action: No additional City Council action required.

February 18, 2025 Special & Regular CC Mtg Page 107 of 424 7 Completion Date: Program launched on Monday, October 7, 2024.

Title: Park Opportunity Plan
Description: The Park Opportunity Plan (POP) project aims to revitalize urban spaces in the City by conducting a comprehensive land inventory in order to identify opportunities for future use and development. In parallel, the project fostered deep community engagement through activities like walk audits, focus groups, and workshops. The final deliverable includes the land and open space inventory, the SFPOP final report, and new concepts and designs for at least three open spaces.

Status: The Land and Open Space Inventory project is on schedule. The consultant prepared the final report, which was presented to the Parks, Wellness and Recreation Commission on September 12, 2024. On October 7, 2024, the City Council received and filed the final Park Opportunity Plan.

Next City Council Action: No additional City Council action required.

Completion Date: Completed October 7, 2024
February 18, 2025 Special & Regular CC Mtg Page 108 of 424 ADM_City Council Enhancement Project and Priority Updates (2‐18‐2025) ATT DAs of 01/23/2024 Contract
No.

Effective
Date
Expiration
Date
Company name
Description of Services
Contract
Amount
Extendable Approved By
CC or Admin
Dept. Procurement
Process
Notes
2052 2/7/2022 2/7/2025 Karina Sweeping Company
Sweeping Services at City-Owned ParkingLots, Alleys, and Trash Enclosures(Council Opted in for Curbs along bothsides of Maclay between 1st Street and4th Street) $87,600.00 (2) one-year extensions CC PW
2124(c) 1/9/2025 2/25/2025 MLA Green, Inc. dba Studio-MLA Third Amendment for Construction
Engineering Support Services for SFPacoima Wash Bikeway and PedestrianPath Project $122,480.00 - Admin PW Extending Term
2285 8/19/2024 2/28/2025 Elecnor Belco Electric, Inc. Citywide Traffic Signal Synchronization Project, Job No. 7603, Plan No. P-745 $912,750.00 - CC PW Kenneth confirmed end of February 2025 to complete project 2230 2/29/2024 3/1/2025 J&B Landscaping Neighborhood Clean-Up! Program $25,000.00 Two add'l 1yr terms Admin CD 2/3/2025: Per Erika R. okay to expire 2341 2/11/2025 3/10/2025 Mercury Events LLC San Fernando Valley Mile Run/Walk Event Management $6,000.00 - Admin RCS Informal 2060(a) 10/16/2023 3/16/2025 Willdan Financial Services First Amendment for Cost Allocation Plan and User Fee Study (Increasing Comp) $48,000.00 Renewal Option CC FIN 1947(c) 3/20/2024 3/19/2025 Everbridge
Addendum 3 to Contract Services
Agreement for Mass Notification System
(Renewal)
$13,159.00 - Admin PD
2289 9/3/2024 3/25/2025 Onyx Paving Company, Inc.

Fog Seal Coating of City Parking Lots,
Job No. 7627 (City Lots 3, 5, 6N, 7, 8, 9,10, City Hall Parking Lot & Police ParkingLot $552,560.00 - CC PW
11/19/2024: NTP on January 20, 2024, completion w/in 45 working days 2068 4/18/2022 3/30/2025
State of California Department of Forestry and Fire Protection (CAL FIRE)
Funding Related to the Calles Verdes:City of San Fernando Urban ForestManagement Plan $288,775.53 - CC PW
2339 2/20/2024 3/30/2025 Willdan Financial Services Landscaping and Lighting Assessment District Fiscal Year 2024-2025 $6,800.00 - Admin PW 2265 7/1/2024 3/31/2025 Willdan Engineering
Construction Management, Inspection,Labor Compliance and Material TestingServices for the Traffic SignalModifications - 9 Locations HighwaySafety Improvement Project: FederalProject No. HSIPL-5202(019) $202,191.00 - CC PW
2284 8/19/2024 4/2/2025 Carrier Corporation
HVAC Upgrades and Roof Replacement
at Las Palmas Park (Sourcewell ContractNo. 070121-CAR)
$385,225.00 - CC PW
NTP on 1/3/2025, complete w/in 60 working days
2334 12/30/2024 4/30/2025 Ace Construction & Maintenance Inc Electrical Work at Recreation Park for Server Room Transition $24,307.00 - Admin PW 2082 7/5/2022 5/1/2025 TreePeople Development of the City of San Fernando Urban Forest Management Plan $273,775.53 - CC PW2221 5/1/2024 5/1/2025 Community Bridge Housing Corp. Temporary Housing Services $12,000.00 1 yr extension Admin CD 2244 5/22/2024 5/22/2025 Civica Law Group, APC Code Enforcement Legal Services $24,900.00 - Admin CD 2166 5/23/2023 5/23/2025 Frontier Communications of America, Inc. One Flat Rate Business Access Line - Main Line $179.94/month - Admin FIN 2148(a) 5/23/2024 5/23/2025 North Valley Caring Services First Amendment for Street Outreach for Individuals Experiencing Homelessness $175,000.00 No Admin CD 2144 4/3/2023 5/31/2025 City of Los Angeles 2022 Urban Area Security Initiative (UASI) Grant Program $141,466.00 - CC PD

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February 18, 2025 Special & Regular CC Mtg

Page 109 of 424 ends

ADM_City Council Enhancement Project and Priority Updates (2‐18‐2025) ATT DAs of 01/23/2024 2236 4/2/2024 5/31/2025 Rincon Consultants, Inc. Climate Action and Resilience Plan (CARP) - Phase 2 and CEQA Review $351,598.00 - CC CD Filed with Contract No. 2116 - CARP Phase 1 1937(a) 12/2/2024 6/12/2025 Black & White Towing, Inc. First Amendment for Vehicle Towing and Secure Storage Services Per Fee Schedule - CC PD Not Applicable 2336 1/21/2025 6/25/2025 Robert D. Niehaus Inc. Water and Sewer Rate Utility Study $59,440.00 - CC PW RFP 2189 7/1/2020 6/30/2025 State of California Department of Parks and Recreation Grant Contract for Las Palmas Revitalization Project (Contract No C9803056 & Project No SW-19-066) $4,234,980.00 - CC RCS 2057(b) 6/9/2023 6/30/2025 Joe Mar Polygraph & Investigation Services, Inc. Second Amendment for Polygraph Services $2,500.00 - Admin PD 2056(d) 1/3/2024 6/30/2025 Arroyo Background Investigations Fourth Amendment for POST Background Investigation for Sworn and Civilian Applicants $15,000/FY add'l 3 yrs Admin PD 2238(a) 4/2/2024 6/30/2025 State of California Department of Parks and Recreation Amendment No. 1 for Grant Contract for
San Fernando Family Hike andWildlife/Environment (Project Number HL19-015, Contract No C9781009)(Extending term) $26,486.00 Yes Admin RCS
1/29/2025: Per Juan, sending letter to state requesting 1-yr extension 2256 7/1/2024 6/30/2025 Canon Usa Yearly Maintenance Agreement for 5 SFPD Copiers $4,560.00 - Admin CLK Filed with Contract No. 2134 2262 7/1/2024 6/30/2025 Liebert Cassidy Whitmore Special Services Agreement for FY 2024- 2025 Employment Relations Consortium $4,425.00 - CC PER 2267 7/1/2024 6/30/2025 Department of California Highway Patrol (CHP) Grant Agreement for the Cannabis Tax Fund Grant Program to Support Traffic Enforcement Details $103,412.20 - CC PD 2293 7/1/2024 6/30/2025 Alcoholic Beverage Control (ABC) Alcohol Policing Partnership Program $60,000.00 - CC PD 2195(a) 7/1/2024 6/30/2025 A&M Catering
First Amendment for Catering Services for
Las Palmas Senior Dinner Dances(extending term)
$50,000.00 No Admin RCS
2274 7/2/2024 6/30/2025 Juan Perez Montelongo (JP818Sports) Basketball Referee and Scorekeeping Services $12,500.00 - Admin RCS 1/29/2025: Per Maribel P. okay to expire 2275 7/2/2024 6/30/2025 Juan L. Mora Baseball Instruction, Consultant and Umpire Services $24,000.00 - Admin RCS 1/29/2025: Per Maribel P. okay to expire 2188(a) 8/27/2024 6/30/2025 Tetra Mechanical
First Amendment for HVAC Service and
Repair for All City Owned Buildings
(Extending term)
$24,900.00 - Admin PW
2084(b) 8/30/2024 6/30/2025 Major Metropolitan Security Second Amendment fo Security Alarm Services at all Building (Extending Term) $8,164.00 - Admin PW 2102(b) 10/10/2024 6/30/2025 Duke's Root Control Inc.

Second Amendment for Sewer root
foaming of connections between Citysewer mains and easements $17,566.82 - Admin PW
2315 10/29/2024 6/30/2025 Dickerson McCulloch & Associates, LLC Investigative Services $20,000.00 - Admin PER 2125(a) 11/25/2024 6/30/2025 Brite Star/XMASPROS
First Amendment for Installation of holiday
decorations on Maclay Street (Extendingterm)
$13,440.00 - Admin PW Extending Term
1903(b) 1/9/2025 6/30/2025 Omnigo Software Information Technologies, LLC Second Amendment for Hosted services of CAD, RMS, Mobile and Auto-tagging $28,034.06 NA Admin PD Extending
Term &
Increasing
Comp
2337 1/21/2025 6/30/2025 HR Dynamics & Performance Management, Inc. San Fernando Leadership Academy Organization Development and Facilitation $20,450.00 - Admin FIN RFQ 2340 1/31/2025 6/30/2025 Erendira Mora Zamora Musical Band for the Las Palmas Senior Citizens Club $3,600.00 - Admin RCS

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February 18, 2025 Special & Regular CC Mtg

Page 110 of 424 ends

ADM_City Council Enhancement Project and Priority Updates (2‐18‐2025) ATT DAs of 01/23/2024 2133(a) 2/6/2023 -
Tenant: San Fernando Community Hospital dba San Fernando Community Health Center (SFCHC)Provider: Collective Energy Development, LLC Disclaimer Agreement agreeing System(Solar Energy Generation) and allcomponents are the personal property ofProvider $10.00 - CC ADM
Added to Contract Folder No. 1898
2143 3/22/2023 - Rina Cano, Owner
Repealed & replaced with Contract No.
2159Settlement Agreement and GeneralRelease - Rina Cano, 1425 Griffith St. -Sewer Lateral - - Admin PW
MANDATORY 50 YR RETENTION (YEAR 2073)
2159 5/22/2023 - Rina Cano, Owner
Replacement & Substitution of Settlement
Agreement and General Release ofContract No. 2143 - Rina Cano, 1425Griffith St. - Sewer Lateral - - Admin PW
MANDATORY 50 YR RETENTION (YEAR 2073)
2174 6/20/2023 - North Valley Caring Services Transfer Agreement and Waiver and Release - Vehicle Donation - - CC CD Filed w Contract No. 2148 2200 9/18/2023 - .Gov Domain Registration c/o Verisign, Inc. .GOV Domain Name for City of San Fernando (Mailed letter) - - Admin FIN/IT 2282 8/5/2024 - Kroger OpioIds Implementation Administrator New National Opioid Settlement $75,000.00 - CC CA 2316 11/18/2024 30 days from NTP R.C. Becker Inc. Bus Shelter Construction Project, Job No. 7609 $382,541.73 - CC PW Notice Inviting Bids2264 7/1/2024 418 days from NTP Brightly Software Inc. Citywide Facility Condition Assessment Consulting Services (Sourcewell Contract Reference No. 090320-SDI) $27,222.00 - CC PW Commence w/in 3 calendar days of NTP, and completed w/in 418 days from NTP2225 2/20/2024 Commence
w/in 10
calendar days
of NTP, work
shall be
completed by
45 working
days
Zetroc Electric, LLC
New Generator Installation at Las PalmasPark and Recreation Park (SourcewellNumber 092222-GNR) $121,475.00 - CC PW
Commence w/in 10 calendar days of NTP, work shall be completed by 45 working days 2252 6/4/2024 Final Approval by City Ojos Locos Sports Cantina (Applicant) and Impact Sciences Inc. (Consultant) Preparation of Environmental Review Documents (CEQA) at 104 S. Maclay Ave (Project #SPR2024-007) $0.00 - Admin CD 2254 6/12/2024 Final Approval by City Aszkenazy Development Inc. (Applicant) and Kimley-Horn and Associates, Inc. (Consultant) Preparation of Environmental Review Documents (CEQA) at 208 Jessie Street $0.00 - Admin CD 2273 7/19/2024 Final Approval by City Midland Contractors Inc (Applicant) and Chambers Group Inc (Consultant) Agreement for the Preparation of Environmental Review Documents Project Location: 833 N. Brand Blvd; Project # SPR2024-001 $0.00 - Admin CD 2296 9/18/2024 Final Approval by City Karnail Chand & Saroj B Trs (Applicant) and Chambers Group Inc. (Consultant) Preparation of Environmental Review Documents (CEQA) at 228 Jessie St. APN: 2519-020-011 (Project #SPR2023- 053) $0.00 - Admin CD 2313 11/18/2024 Final Approval by City Midland Contractors Inc (Applicant) and Chambers Group Inc (Consultant) Preparation of Environmental Review Documents (CEQA) at 319 N. Hagar Street, APN: 2520-022-011 $0.00 - Admin CD Not Applicable 2327 11/22/2024 Final Approval by City San Fernando Recovery (Applicant) and Chambers Group Inc (Consultant) Agreement for the Preparation of Environmental Review Documents (CEQA) Project Location: 732-762 Griswold $0.00 - Admin CD Not Applicable

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February 18, 2025 Special & Regular CC Mtg

Page 111 of 424 ends

ADM_City Council Enhancement Project and Priority Updates (2‐18‐2025) ATT DAs of 01/23/2024 2001 10/18/2021 indefinite
California Community Economic Development Association (CCEDA) Implement local micro and small business
grant program, and technical assistanceto support the City's economicdevelopment $25,000.00 RCS

LOCATE ELECTRONIC COPY
2151 5/1/2023 indefinite Shuster Advisory Group, LLC Consultant Services for OPEB Trust $24,000/FY - CC FIN 2034 12/25/2008 Month to Month
Los Angeles County Metropolitan Transportation Authority (LACMTA) Los Angeles County MetropolitanTransportation Authority Metro Pass SellerAgreement - Sell Metro Paper Passes Admin ADM
2182 7/20/2023 N/A
Sandra Finch, an individual, (“Claimant”) for and on behalf of herself and the Calderon/Shaug Families Release Liability Agreement regarding:

Grace Shaug Calderon is the originalowner/lender of various personal itemsthat were loaned for an indefinite period oftime to the Lopez Adobe Historical Siteand Preservation Commission (the“Historical Commission”) for display at theLopez Adobe site. $0.00 N/A
Admin/
Parks
Wellness
Commission
RCS
1991 8/2/2021 Project Completion Los Angeles County Flood Control District San Fernando Regional Park Infiltration Project (Grant) $1,029,764.00 - CC PW 2098 8/10/2022 Project Completion Department of Transportation (Caltrans) Program Supplement No. F014 to
Administering Agency-State Agreementfor Federal-Aid Project no. 07-5202F15(Project No. ATPL-5202(020) - PacoimaWash Access Road from Fourth St toEighth St $2,486,000.00 - Admin PW
Replace signature page when Caltrans signs
2199 9/22/2023 Project Completion State of California Department of Transportation Funds Transfer Agreement - Budget Act
of 2022 (the Act) from the State GeneralFund to Caltrans, to be allocated to SanFernando for the Pacoima WashPedestrian Bridge $7,500,000.00 CC ADM
2218 12/5/2023 Project Completion Climate Resolve, Fernandeño- Tataviam Band of Mission Indians, and Pacoima Beautiful Partnership Agreement for the Partnership Structure for the SF Climate Action Resilience Plan Project - Admin ADM/C D 2177 7/17/2023
Through
expediture of
Grant Funds
Northeast Valley Health Corporation
State of California Department HealthCare Services Appropriation $5,000,000.00 - CC ADM 2177(a) 8/3/2023
Through
expediture of
Grant Funds
Northeast Valley Health Corporation
Addendum to MOU regarding State of
California Department Health CareServices Appropriation $5,000,000.00 - CC ADM
2317 11/18/2024
Through
expediture of
Grant Funds
Los Angeles County Flood Control District (LACFCD)
MOU for Well 3 Nitrate RemovalTreatment System Grant Funds $750,000.00 - CC PW Grant Replace signature following LACFCD signing
2212(a) 8/30/2024 Until Project Completion 4Leaf, Inc. First Amendment Development of Standard Operating Procedures (SOPS) (Increasing compensation $17,160.00 - Admin CD 2314 8/22/2013 Until Terminated Federico Ramirez Employment Agreement for Community Development Director Salary - ADM Executed administratively, adding Contract Number 2128 8/18/2016 Until Terminated Urban Futures, Inc. Analystics & Compliance Solutions On-Going Continuing Disclosure Services for annual reporting $950.00 - FIN Director FIN Originally approved by Finance Director, Sandra R. forwarded to Clerk's Office for filing 1984 5/3/2021 Until Terminated 1100 Truman Street, LLC
One-Way Access Agreement for Access
to City Parking Lot (Drive Aisle to connectAPNs 2521-034-007 & 2521-034-009 toCity Lot No. 5) - - CC PW

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ADM_City Council Enhancement Project and Priority Updates (2‐18‐2025) ATT DAs of 01/23/2024 2149 5/1/2023 Until Terminated Shuster Advisory Group, LLC and ALTA Trust Company Adoption Agreement for the MultipleEmployer OPEB/Pension 115 Trust &Trust Administrative Services Agreementto Provide Post-Employment Health andWelfare Benefits (OPEB) $5,000/plan max - CC FIN
1698(b) 11/28/2023 Until Terminated Olivarez Madruga Law Organization, LLP (OMLO) Second Amendment for City Attorney Services (Amended Schedule of Rate & Charges) Per Rate Schedule - CC ADM 2234 3/20/2024 Until Terminated The Los Angeles Homeless Services Authority (LAHSA) Greater Los Angeles Homeless Management Information System (LA HMIS) Continuums of Care (CoC) $0.00 - Admin CD 2269 7/15/2024 Until Terminated County of Los Angeles MOU & Funding Agreement to Participate in Taskforce for Regional Autotheft Prevention (TRAP) - - CC PD 2270 7/19/2024 Until Terminated US Bank
Establish P-Card Program (NASPO ValuePoint State of California ParticipatingAddendum 7-20-99-42 Local AgencySubsidary Agmt) $0.00 - Admin FIN
1906(b) 9/16/2024 Until Terminated Nick Kimball, City Manager Second Amendment to Employment Agreement - City Manager $251,767.00 - CC ATTY 2335 1/6/2025 Until Terminated Los Angeles County Regional Park and Open Space District (RPOSD) Grant Agreement for Measure A Annual Allocation - CC RCS Grant 2303 2/26/2021
Upon
Completion of
Project
Los Angeles County Metropolitan Transportation Authority (LACMTA) Letter of Agreement for Federal Projects
Programmed Through the LACMTA Callfor Projects (San Fernando PacoimaWash Bike Path ID# F1505,LOA.P00F1505) $1,513,000.00 - Admin PW
Filed as Administrative Contract, Added a Contract Number and moved to correct folder

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February 18, 2025 Special & Regular CC Mtg

Page 113 of 424 ends

NVCS By-Name List
Novmeber 2024
No. Participant's Initials Former Location Housing Placement Date of Housing Referral Date Placed Current status Total No. of Services Received
Itemized Services Received
Transportation Food & Drink Clothing
Hygiene
Items
Info / BrochureHousing Search
and Placement DMH DMV Benefits
1 FC 1601 Truman St. On the waitlist 11/01/24 Waiting Waiting to be placed 2 no yes no no no referral submitted 2 EO 302 S Brand Bl On the waitlist 11/7/24 waiting waiting to be placed 7 yes yes yes yes no referral submitted 3 RD 962 Celis St Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 6 no no yes no no declined shelter 4 JN 905 Truman St Client declined shelter Client declined shelter Client declined shelter passing by 2 no yes no no no declined shelter 5 SM 1041 Truman St. Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 2 no yes no no no declined shelter YES 6 JD 1135 Truman St. Client declined shelter Client declined shelter Client declined shelter passing by 2 no yes no no no declined shelter 7 JD 1701 Truman St Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 0 no no no no no declined shelter 8 AV 1610 Second St Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 0 no no no no no declined shelter 9 AB PD station 09/30/24 5/16/24 09/01/24 exited from motel 8 yes yes yes yes no Obtained 10 CJ PD Station on the waitlist 10/1/24 waiting waiting to be placed 2 no yes no no yes referral submitted 11 SV City Hall Housed 10/15/24 10/15/24 Self-exit 2 no yes no no no declined shelter 12 JT 224 N Maclay Ave. Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 6 no yes no no no declined shelter 13 DN Pioneer Park 11/01/24 11/1/24 11/1/24 housed 3 yes yes no no no Obtained 14 P Glenoaks & Maclay Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 2 no yes no no no declined shelter 15 JP 1035 N Maclay Ave. Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 0 no no no no no declined shelter 16 NR City Hall 11/04/24 11/4/24 11/4/24 housed 6 yes yes yes yes yes obtained 17 AB City Hall 11/04/24 11/04/24 11/04/24 housed 6 yes yes yes yes yes obtained 18 ED 723 N Maclay Ave Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 19 PD Phone Call ready to be housed 11/4/24 not obtained Unknown 1 no no no no no not obtained 20 AD Truman and maclay Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 21 FD Las Palmas Park Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 22 VR 1212 Pico St 10/07/24 10/03/24 10/07/24 exited from motel 6 no yes no no yes declined shelter 23 AV 314 San Fernando Mission Blvd. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 24 DH 1013 San Fernando Rd. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 3 no yes no no no declined shelter YES 25 JD 663 Truman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 26 GR San Fernando Recreation Park Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 27 JD 237 N Maclay Ave Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 28 JD 237 N Maclay Ave Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 29 GT 2040 Glenoaks Blvd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 no yes no no no declined shelter YES 30 ER SV Tiny homes 07/10/24 07/09/24 07/10/24 Tiny Homes Follow-up 6 no yes yes yes no Obtained 31 JD 1007 Truman St. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 32 JD 1327 San Fernando Rd. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 33 JD 1015 San Fernando Rd. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 34 SS La Rinda Plaza Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 no yes no yes no declined shelter 35 ES La Rinda Plaza Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 no yes no no no declined shelter 36 MS La Rinda Plaza Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 no yes no no no declined shelter 37 MM La Rinda Plaza Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 no yes no no no declined shelter 38 RV La Rinda Plaza Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 no yes no no no declined shelter 39 JD 215 N Macneil St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 no yes no no no declined shelter 40 JD 1407 Truman Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 41 D 54 N Hubbard ave Client declined shelter Client declined shelter Client declined shelter Client declined shelter 1 no yes no no no declined shelter 42 FC 2040 Glenoaks Client declined shelter Client declined shelter Client declined shelter Client declined shelter 1 no yes no no no declined shelter 43 GC 2040 Glenoaks Client declined shelter Client declined shelter Client declined shelter Client declined shelter 1 no yes no no no declined shelter 44 C Pioneer Park Client declined shelter Client declined shelter Client declined shelter Client declined shelter 3 no yes no no no declined shelter 45 RT Encinitas motel 08/20/24 07/19/24 08/20/24 housed 3 no yes no no no Obtained 46 JC Gridley hill on the wait list 05/31/24 waiting waiting to be placed 2 no yes no no no not obtained 47 F Gridley Hill Client declined shelter Client declined shelter Client declined shelter Client declined shelter 3 no yes no no no declined shelter 48 M Gridley hill Client declined shelter Client declined shelter Client declined shelter Client declined shelter 7 no yes no no no declined shelter 49 JD 117 Macneil St, Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 50 CD 1005 Truman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 51 JD 1005 Truman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 52 JD 1101 Truman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 53 JD Gridley Hill Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 54 JD 902 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 55 CD 820 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 56 ER Maclay / Second St. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 no no no no no declined shelter 57 JG City Hall 10/02/24 10/02/24 10/02/24 housed 6 yes yes yes yes no Obtained 58 MV Las Palmas Park PHS Arleta 11/27/24 11/27/24 housed 4 yes yes yes yes no Obtained 59 MS Las Palmas Park PHS Arleta 11/27/24 11/27/24 housed 4 yes yes yes yes no Obtained ATTACHMENT "E"
February 18, 2025 Special & Regular CC Mtg Page 114 of 424 1 NVCS By-Name List
December 2024
No. Participant's Initials Former Location Housing Placement Date of Housing Referral Date Placed Current status Total No. of Services Received
Itemized Services Received
Transportation Food & Drink Clothing
Hygiene
Items
Info / BrochureHousing Search
and Placement DMH DMV Benefits
1 LM 313 S Brand Blvd On the Waitlist 12/12/24 Waiting Waiting to be placed 3 No Yes No No No 2 FG 828 Harding Ave. Community Bridge Housing 12/6/24 12/6/24 Housed 4 Yes Yes Yes No No 3 RL 511 5th St. On the Waitlist 12/12/24 Waiting Waiting to be placed 2 No Yes No No No 4 MW 1049 San Fernando Rd. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 5 CD 120 S Brand Blvd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 5 No Yes Yes No No Yes 6 NO 1500 San Fernado Rd. Client declined shelter Client declined shelter Client declined shelter Passing by 2 No Yes No No No 7 EL 828 Harding Ave Client declined shelter Client declined shelter Client declined shelter Passing by 3 No Yes No No No 8 JW 828 Harding Ave Client declined shelter Client declined shelter Client declined shelter Passing by 3 No Yes No No No 9 BC 2040 Glenoaks Client declined shelter Client declined shelter Client declined shelter Client declined shelter 10 No Yes Yes Yes No 10 RD 900 San Fernando Rd. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 11 SM 1035 Truman st Client declined shelter Client declined shelter Client declined shelter Client declined shelter 3 No Yes No no No Yes 12 ER 303 N Maclay Client declined shelter Client declined shelter Client declined shelter Client declined shelter 6 No Yes No No No 13 FL 905 Truman St. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 14 JD 801 Truman St. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 15 JP 972 N Maclay Ave Client declined shelter Client declined shelter Client declined shelter Client declined shelter 5 No Yes No No No 16 RP 901 Truman St. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 4 No Yes No No No 17 DB 900 San Fernando Rd On the Waitlist 09/03/24 Waiting Waiting to be placed 5 No Yes No No No 18 GM 2060 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 3 No Yes No No No 19 JD 101 N Maclay Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 20 CJ 910 First St. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 5 Yes Yes No Yes No 21 MV 505 S Huntington St PHK CITY Arleta Enhanced Older Adults 12/2/24 12/4/24 Housed 7 Yes Yes Yes No No
22 VR 1212 Pico St 10/07/24 10/03/24 10/07/24 exited from motel 4 No Yes No No No 23 LM 313 S Brand Bl on waitlist 12/12/24 waiting Waiting to be placed 3 No Yes No No No 24 MS 505 S Huntington St PHK CITY Arleta Enhanced Older Adults 12/3/24 12/4/24 Housed 5 Yes Yes Yes No Yes
25 ID 1041 Truman St. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 26 CD 711 Truman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No No No No No 27 JD 1225 Pico St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 28 AB 910 First St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 9 No Yes Yes No No 29 DD 1101 Truman St. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 30 LS 2040 Glenoaks Client declined shelter Client declined shelter Client declined shelter Client declined shelter 3 No Yes no No No 31 ED 1034 Truman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 32 RD 1101 Truman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 33 FA Gridley Hill Client declined shelter Client declined shelter Client declined shelter Client declined shelter 4 Yes Yes No No Yes 34 RD 2060 Glenoaks Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 35 LD 900 San Fernando Rd. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 36 JD 2060 Glenoaks Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 37 JD 13441 Foothill Bl Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 38 JD 801 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 39 FS 576 Maclay Arleta Homes 12/10/24 12/12/24 Housed 5 Yes Yes No No No 40 DHW 1022 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 4 No Yes No No Yes 41 MN 1011 7th St Client on waitlist 08/08/24 Waiting Waiting to be placed No yes No No No 42 NB 500 5th St. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 43 AV 1101 Truman st Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 44 AV 500 5th St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No NO No No No 45 MW 1049 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 Yes Yes No No No 46 AD 1201 Truman st Client declined shelter Client declined shelter Client declined shelter Client declined shelter 3 No Yes No No No 47 LD 398 maclay Ave Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 48 JD 900 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 49 JD 1101 Truman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 50 RG 2011 Fourth St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 51 EV SV Tiny homes 07/10/24 07/09/24 07/10/24 Tiny Homes Follow-up 3 No Yes Yes No No 52 JD Gridley Hill Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 53 PE 1011 Seventh St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 5 No Yes No No No 54 PD City Hall ready to be housed 11/4/24 not obtained Decline 1 No Yes No No No 55 JT 224 N Maclay Client declined shelter Client declined shelter Client declined shelter Client declined shelter 4 No Yes No No No 56 EO 302 S Brand Waiting to be housed Housing Referral Made Declined Waiting to be Placed 2 No No No No No 57 TL City Hall Housed Decline Declined Decline 2 No Yes No No No 58 EH 1212 Pico st Client declined shelter Client declined shelter Client declined shelter Client declined shelter 1 No No No No No 59 JC Gridley Hill Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 60 JD Truman/Maclay Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No February 18, 2025 Special & Regular CC Mtg Page 115 of 424 2 NVCS By-Name List
December 2024
61 JD 1327 San fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 62 JD 1025 Celis St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 63 NO 1500 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 64 SD 1414 Truman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 65 CS Pioneer park Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 66 ID 101 N Maclay Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 67 MP 1701 Truman Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 68 JD 1242 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 69 JD 1300 San Fernando Rd. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 70 PD 1008 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 71 JD 2040 Glenoaks Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 72 JD Glenoaks/ Maclay Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No 73 EL Pioneer Park Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No 74 AD 104 S Maclay Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No No No No No February 18, 2025 Special & Regular CC Mtg Page 116 of 424 1 NVCS By-Name List
January 2025
No. Participant's Initials Former Location Housing Placement Date of Housing Referral Date Placed Current status Total No. of Services Received
Itemized Services Received
Transportation Food & Drink Clothing
Hygiene
Items
Info / BrochureHousing Search
and Placement DMH DMV Benefits
1 MM La Rinda Plaza Tiny Home Sun Valley 1/10/25 1/14/25 Housed 5 Yes Yes No No No Obtained 2 RAV La Rinda Plaza Tiny Home Sun Valley 1/10/25 1/29/25 Housed 3 Yes Yes No No No Obtained 3 ERSM La Rinda Plaza Tiny Home Sun Valley 1/10/25 1/14/25 Housed 5 Yes Yes No No No Obtained 4 SSM La Rinda Plaza Tiny Home Sun Valley 1/10/25 1/14/25 Housed 5 Yes Yes No No No Obtained 5 MSM La Rinda Plaza Tiny Home Sun Valley 01/10/25 1/14/25 Housed 5 Yes Yes No No No Obtained 6 ER 901 Tuman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No declined shelter 7 AT 901 Harding Ave Community Bridge 01/24/25 1/24/25 Housed 3 Yes Yes No No No Obtained 8 CF 117 N Macneil Waiting 1/31/25 Waiting Waiting 3 No Yes No No Yes waiting 9 DH 1701 Truman St. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 4 No Yes Yes No Yes declined shelter 10 CD 801 San Fernando rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 5 No No No No No declined shelter 11 DH 901 San Fernando rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 10 No No No No No declined shelter 12 JP 7th and Maclay Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 4 No No Yes No No declined shelter 13 EP 7th and Maclay Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No declined shelter 14 EO 900 San Fernando Rd On the waitlist 11/7/24 waiting waiting to be placed 3 Yes Yes Yes Yes No referral submitted 15 VR 1212 Pico 10/07/24 10/03/24 10/07/24 exited from motel 6 No Yes No No Yes declined shelter 16 RPL 907 Celis St Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 4 No No Yes No No declined shelter 17 SD 907 Celis St Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 2 No No Yes No No declined shelter 18 AD 1008 San Fernando rd Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 2 No No Yes No No declined shelter 19 LRB 1025 Truman Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 2 No No Yes No No declined shelter 20 AB 910 First St 09/30/24 5/16/24 09/01/24 exited from motel 4 Yes Yes Yes Yes No Obtained 21 JT 220 N Maclay Ave Client declined shelter Client declined shelter Client declined shelter Client declined shelter 6 No Yes No No No declined shelter 22 RC 14110 Hubbard st. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 8 No Yes Yes Yes No declined shelter 23 GT 2040 Glenoaks blvd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 8 No Yes No No No declined shelter 24 EH 315 Pico St 10/07/24 10/03/24 10/07/24 exited from motel 6 No Yes No No Yes declined shelter 25 EA 2040 Glenoaks Blvd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 6 No Yes No No No declined shelter 26 JD 2040 Glenoaks blvd Client declined shelter Client declined shelter Client declined shelter passing by 2 No Yes No No No declined shelter 27 JD 1701 Truman Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No declined shelter 28 AD 2099 Fist Client declined shelter Client declined shelter Client declined shelter passing by 2 No Yes No No No declined shelter 29 JM City Hall Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 2 No No Yes No No declined shelter 30 AG 1537 woodworth Client declined shelter Client declined shelter Client declined shelter Client declined shelter 10 No Yes No No No declined shelter yes 31 LJ Idaho out of state out of state out of state out of state 1 No No No No Yes 32 CF City Hall waiting 01/30/24 waiting waiting to be placed 3 No Yes No No Yes waiting 33 JD Gridley Hill Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No Declined Shelter 34 JD 906 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No Declined Shelter 35 LS 2040 Glenoaks Client declined shelter Client declined shelter Client declined shelter Unhoused in SF 12 No Yes Yes No no Declined Shelter 36 MP 1011 Seventh St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 8 No Yes No No no Declined Shelter 37 WG 314 San Ferando Mission Client declined shelter Client declined shelter Client declined shelter Client declined shelter 4 No Yes No No No Declined Shelter 38 GR 580 Forth St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 3 No Yes No No Yes Declined Shelter 39 JD 101 Maclay Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No Declined Shelter 40 CJ 117 Macneil St PHK City Encinitas 07/12/24 10/01/24 exited from motel 2 No Yes No No No Declined Shelter 41 IM 109 N Maclay Ave. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No Declined Shelter 42 JM 117 Macneil St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 3 No Yes No No Yes Declined Shelter 43 JD 1031 San Fernando rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No Declined shelter 44 JD Gridley Hill Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No Declined Shelter 45 JD Gridley Hill Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No Declined shelter 46 ED 1937 First St. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No Declined shelter 47 JD 2060 Glenoaks Bl Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No Declined shelter 48 TD 2060. Glenoaks Bl Client declined shelter Client declined shelter Client declined shelter Client declined shelter 4 No Yes Yes No No Declined shelter 49 ID 1900 Glenoaks Bl Client declined shelter Client declined shelter Client declined shelter Client declined shelter 2 No Yes No No No Declined shelter 50 CS 901 Harding Av Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No Declined shelter 51 KD 120 S Brand Blvd. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 4 No Yes Yes No No Declined shelter 52 JD 120 S Brand Blvd. Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No Declined shelter 53 CF 117 Macneil St Waiting 01/31/25 Waiting Unhoused in SF 2 No Yes No No No Waiting 54 RD 1701 Truman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 4 No Yes Yes No No Declined shelter 55 CD 1701 Truman St Client declined shelter Client declined shelter Client declined shelter Client declined shelter 4 No Yes Yes No No Declined shelter 56 JD 1204 San Fernando Rd Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No Declined Shelter 57 JD Gridley Hill Client declined shelter Client declined shelter Client declined shelter Client declined shelter 0 No No No No No Declined shelter February 18, 2025 Special & Regular CC Mtg Page 117 of 424 Head of Household
Initials Family Size Enrollment/ Contact Date Exit Date DPSS CalFresh Employment Housing
Resources LIFE TAP Card
4 Regional
Rides
Legal
Resource ID Waiver CBEST EDD Utility Asst
HALA
Program
LAHSA
Problem
Solving
LAHSA
Amount
Security
Deposit
Security
Deposit
Amount
Prevention
Amount Outcome of Family Motel 90-day
Shelter
Outside
Agency Outcome of Family HN Outcome of Family
1 BV 1 10/01/2024 10/01/2024 1
2 CJ 1 10/02/2024 1 6
3 OA
2 10/02/2024 10/02/2024
1 Provided with housing leads
for affordable/senior
housing and referred to
Helping Hands.
4 BJ
1 10/08/2024 10/08/2024 1
1 Provided with information
affordable/senior housing
5 CM
4 10/09/2024 10/09/2024
1 Undocumented, looking for
housing resources, provided
with housing leads
6 JLD 1 10/10/2024 10/10/2024 1 1
7 AA 1 10/14/2024 10/14/2024 1 1
8 CM 1 10/14/2024 10/14/2024 1 1
9 JG 1 10/14/2024 1 1
10 MA
2 10/16/2024
1 referred to Hope Gardens,
Angeles House. No further
contact
11 VV 1 10/16/2024 10/16/2024 1 1
12 JC 1 10/21/2024 10/21/2024 1 1
13 LX 1 10/21/2024 10/21/2024 1
14 MC
1 10/21/2024 01/13/2025
1 $2,658.40
Received rental
assistance, referred
to DMH
15 AL 4 10/23/2024 10/23/2024 1 Referred to Family Promise i S t Cl it
16 JG
1 10/23/2024 10/23/2024 1
1 Provided with affordable
housing services and section
8 information
17 JV 1 10/23/2024 10/23/2024 1
18 EO 1 10/30/2024 1 8
19 ER 1 10/30/2024 1 2
20 AB 1 11/04/2024 11/04/2024 1 1 2 1 1
21 CW 1 11/04/2024 11/04/2024 1 1 referred to Helping Hands 22 NR 1 11/04/2024 11/04/2024 1 2 1 1
23 M 2 11/06/2024 11/06/2024 1
24 JB 1 11/13/2024 11/13/2024 1
25 MA 1 11/13/2024 11/13/2024 1
26 PD 1 11/13/2024 11/13/2024 1
27 JG 1 11/14/2024 11/14/2024 1 1 Referred to LAFH
28 WA 3 11/19/2024 1 1 Family interested in services,
did t t t l
29 SG 4 11/24/2024 1/6/2025 1 1 $2,500.00 Family provided with Sec. Dep. 1 1 Family secured housing
30 DM
6 12/12/2024 02/06/2025
1 1 $1,998.00 Family provided with
Sec. Dep. 1 1
Family Secured housing,
provided Sec. Dep. and
enrolled in RRH
1 Family secured housing
31 GM 1 12/18/2024 12/18/2024 1 1
32 JE 3 1/6/2025 1/6/2025 1
33 MR
4 01/06/2025 02/04/2025 1
1 Exited motel program 1
Family staying with family
temporarily until they find a
unit.
34 VA
2 1/13/2025 2/3/2025 1 1
1 1 $1,195.00 Family provided with
Sec. Dep. 1
Family Secured housing,
provided Sec. Dep. and
enrolled in RRH
1 Family secured housing
35 GP 1 01/13/2025 01/13/2025 1
36 DT 2 01/22/2025 01/22/2025 1 Referred to SFVRM
37 GE 6 01/28/2025 1 1 1 Family still in motel program 1 Family still looking for housing
38 MV 4 01/31/2025 1 1 1 Family still in motel program 1 Family still looking for housing
39 DA 4 02/03/2025 02/03/2025 1 1 1 Family still in motel program 1 Family still looking for housing
40 PML 2 2/3/2025 2/3/2025 1
TOTALS 78 3 1 5 10 16 24 1 2 0 0 4 3 1 $2,658.40 3 $5,693.00 7 1 6 13 Social Service Referrals Shelter Assistance Housing Navigation Home Again LA (San Fernando Impact / Stats)
October 2024- January 2025 Rental Assistance / Eviction Prevention February 18, 2025 Special & Regular CC Mtg Page 118 of 424 February 18, 2025 Special & Regular CC Mtg Page 119 of 424 This Page
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February 18, 2025 Special & Regular CC Mtg Page 120 of 424

AGENDA REPORT
FINANCE DEPARTMENT 117 MACNEIL STREET, SAN FERNANDO, CA 91340 (818) 898-7307 WWW.SFCITY.ORG REVIEW: ☒ Finance Director ☒ Deputy City Manager ☒ City Manager To: Mayor Mary Mendoza and Councilmembers
From: Nick Kimball, City Manager
By: Erica D. Melton, Director of Administrative Services

Date: February 18, 2025
Subject: Consideration to Receive and File the Annual Comprehensive Financial Report for the Fiscal Year Ending June 30, 2024
RECOMMENDATION:

It is recommended that the City Council receive and file the Annual Comprehensive Financial Report (ACFR) (Attachment “A”) for the fiscal year ending June 30, 2024.

BACKGROUND:

1. The City Code requires an annual audit to be conducted by an independent certified public accountant shortly after the end of each fiscal year. The audit is conducted, and financial statements prepared, in accordance with generally accepted accounting principles (GAAP) as promulgated by the Governmental Accounting Standards Board (GASB).

2. On July 17, 2023, the City Council approved a contract with Van Lant & Fankhanel, LLP (Contract No. 2176) to serve as the City’s independent third party audit firm for a period of three (3) years with two (2) one-year extension options.

3. During the week of June 10, 2024, the auditors conducted an interim audit, which normally takes place before the end of a fiscal year. The interim audit included test of internal controls, review of policies and procedures, examination and focus of the City’s Trial Balance, Revenues and Expenditures through the current period.

4. During the Week of October 14, 2024, the auditors completed their final audit review to prepare the June 30, 2024, financial statements.

5. On February 12, 2025, the ACFR for Fiscal Year (FY) ending June 30, 2024 (2024 ACFR) was completed and posted to the City’s website for public review. Hard copies of the ACFR are available upon request.

February 18, 2025 Special & Regular CC Mtg Page 121 of 424 Consideration to Receive and File the Annual Comprehensive Financial Report for the Fiscal Year Ending June 30, 2024

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6. The 2024 ACFR has been submitted to the Government Finance Officers Association (GFOA) for consideration of the Certificate of Achievement for Excellence in Financial Reporting Award. The award is presented to government agencies whose comprehensive annual financial reports achieve the highest standards in government accounting and financial reporting. The City has received this award consistently over the last 40 years.

ANALYSIS:

Preparing an annual comprehensive financial report (ACFR) is required by the City’s municipal code and serves several crucial purposes, including providing transparency and accountability to residents, taxpayers, and other stakeholders by presenting a detailed overview of the City’s revenues, expenditures, assets, and liabilities. This transparency fosters trust in the local government and ensures that citizens are informed about how their tax dollars are being utilized.

Second, the ACFR aids in financial planning and decision-making by offering insights into the City’s financial health, trends, and performance over time. Additionally, the ACFR enhances the municipality's credibility and creditworthiness in the eyes of investors, creditors, and bond rating agencies, which can lead to favorable borrowing terms and lower interest rates for financing public projects. Overall, the ACFR serves as a vital tool for promoting financial transparency, facilitating informed decision-making, and maintaining fiscal responsibility within municipal governance.

The City’s financial statements were audited by Van Lant & Fankhanel, LLP; a public accounting firm fully licensed and qualified to perform audits of State and local governments within the State of California. The audited financial statements, in conjunction with the accompanying notes, discussion, and analysis, provide a thorough and detailed presentation of the City’s financial condition at a particular point in time (i.e. the end of the fiscal year). The ACFR provides insight and transparency into the City’s financial position and operations. The ACFR consists of four (4) parts: 1) Management’s Discussion and Analysis; 2) the basic financial statements; 3) required supplementary information; and 4) optional combining statements for non-major governmental funds.

Within the basic financial statements includes three (3) components: 1) Government-wide Financial Statements; 2) Fund Financial Statements; and 3) Notes to the Financial Statements.

The Government-wide Financial Statements provides the broadest picture of the City’s finances as they include all of the City’s 39 funds (including the General Fund, Internal Service and Enterprise Funds). The Fund Financial statements are a subset of the Government-wide Financials as they present each fund’s financial statements individually. The Notes to the Financial Statements provide more detail explanations of financial operations that are not readily apparent in the financial statements themselves.

February 18, 2025 Special & Regular CC Mtg Page 122 of 424 Consideration to Receive and File the Annual Comprehensive Financial Report for the Fiscal Year Ending June 30, 2024

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Both the Government-wide Financials and Fund Financials include two (2) basic statements:
1) Statement of Net Position, which presents information in terms of total assets, liabilities and net position (i.e. assets less liabilities); and 2) Statement of Activities, which shows how the net position has changed during the most recent fiscal year through revenues (increase in net position) and expenditures (decrease in net position).

Below is a summary of key highlights from the 2024 ACFR.

Government-wide Financials
The Government-wide Financials presents a long-term picture of the City’s financial position by reflecting all current and long-term assets less all current and long-term liabilities. The City’s total net position, which includes the General Fund, Enterprise Funds, and all Special Revenue Funds, increased from $14,392,968 as of June 30, 2023 to $26,877,959 as of June 30, 2024; a total increase of $12,484,991.

The increase in net position is due to the following:

1. Net position of governmental activities increased from $2,630,438 as of June 30, 2023 to $11,824,709 as of June 30, 2024; a total increase of $9,194,271. The 349.53% change is primarily attributable to $7,059,947 decrease in total expenses. Note that there was also an adjustment in capital assets incorrectly classified to business-type activitiesin the prior fiscal year.

2. Net position of business-type activities increased from $11,762,530 (inclusive of previously mentioned prior year adjustment) as of June 30, 2023 to $15,023,250 as of June 30, 2024; a total increase of $3,290,720 or 50.58%. The prior year adjustment in conjunction with transfers, including reallocations associated with water capital projects approved from American Rescue Plan Act (ARPA) funds, are the primary drivers of the year over year increase.

The City’s Government-wide net position of $26,877,959 is comprised of the following:

1. Value of Capital Assets (e.g. land, buildings, infrastructure, vehicles, etc.): $87,908,243;

2. Restricted Funds (e.g. transportation, housing, grants): $23,805,309; and

3. Unrestricted Funds: ($84,835,593) *Deficit due to pension and retiree health liabilities.

In addition, the Governmental Accounting Standard Board (GASB) Pronouncements have a significant impact on the City’s Net position.

1. Net Pension liability is $21.1M as of June 30, 2024, an increase of $0.9M compared to FY 2022-2023. While the City’s Pension Obligation Bond issuance have assisted in prior year reductions in CalPERS costs, CalPERS investment returns over the measurement February 18, 2025 Special & Regular CC Mtg Page 123 of 424 Consideration to Receive and File the Annual Comprehensive Financial Report for the Fiscal Year Ending June 30, 2024

Page 4 of 5 ends

period were below expected target returns. In concert with service costs, and changes in assumptions exceeding contributions, the City’s overall liability increased by 4.3%.

2. Net OPEB (Other Post-Employment Benefits) – Retiree Health Care (RHC) liability is $40.3M as of June 30, 2024, an increase of $3.4M from prior year. The increase is primarily attributable to changes in actuarial assumptions, including increases in health benefit plan trends over the measurement period. Although the impact is not yet illustrated, the 2022-2023 and 2023-2024 Adopted Budgets also included $500,000 each fiscal year to fund a Section 115 Trust account dedicated to pay future retiree health benefits and assist in further reducing the City’s long-term liability. As a result of timing issues with the fully executed agreement, the contributions were not in place until July 2023, just past the measurement period.

Fund Financial Statements.

As previously noted, the Government-wide financial statements present information on current and long-term assets and liabilities. The Fund Financial statements, which includes Governmental and Proprietary Funds, present the short-term health of each of the City’s 39 funds. The Fund Financial Statements focus on near–term inflows (revenues), outflows (expenditures), and balances of spendable resources. Fund Financial Statements serve as a useful measure of the City’s net resources available for spending at the end of the fiscal year, similar to a profit and loss statement.

General Fund Financials.

The General Fund’s fund balance increased from $10,282,877 as of June 30, 2023 to $10,988,667 as of June 30, 2024; a total increase $705,790. The difference is predominately due to higher than anticipated business license tax, property tax and investment earnings revenue, as the City was conservative in revenue projections out of an abundance of caution due to inflationary conditions impacting the national economy. While warranted for licenses and permits and charges for services with the economic slowdown, other revenue categories proved resilient.

The General Fund balance consists of the following:

1. Nonspendable - Prepaid Items - $29,998

2. Unassigned - $10,959,679*
* Amount available at the end of the fiscal year to retain as reserves for emergency purposes or invest in strategic priorities. The minimum Contingency Fund reserve requirement per the City’s Financial Policy is 20% of the General Fund operating budget as originally adopted, which totals $4,764,238 for FY 2023-2024.

Staff encourages readers to read both the Transmittal Letter and Management’s Discussion and Analysis to get a better contextual understanding of the financial information presented in the 2024 ACFR.

February 18, 2025 Special & Regular CC Mtg Page 124 of 424 Consideration to Receive and File the Annual Comprehensive Financial Report for the Fiscal Year Ending June 30, 2024

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BUDGET IMPACT:

Funds to prepare the 2024 ACFR were included in the FY 2024-2025 Adopted Budget. There is no budget impact to receiving and filing a presentation on the 2024 ACFR. The City has made significant strides over the past decade to eliminate the General Fund deficit and maintain healthy fiscal reserves. The 2024 ACFR illustrations how the City’s financial picture continues to improve. The financial statements reports a fund balance of $10.98M, which represents 45% of the City’s General Fund FY 2023-2024 originally adopted expenditures. During FY 2023-2024 the General Fund’s fund balance increased by approximately $0.7M despite significant budget amendments throughout year to fund major capital projects.

CONCLUSION:

Staff recommends that City Council receive a presentation on the City’s Annual Comprehensive Financial Report for fiscal year ending June 30, 2024, from the City’s audit firm.

ATTACHMENT:

A. Annual Comprehensive Financial Report for the Fiscal Year Ending June 30, 2024 (provided digitally through weblink)
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February 18, 2025 Special & Regular CC Mtg Page 126 of 424 February 18, 2025 Special & Regular CC Mtg Page 127 of 424 This Page
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February 18, 2025 Special & Regular CC Mtg Page 128 of 424 REVIEW: ☒ Finance Director ☒ Deputy City Manager ☒ City Manager

AGENDA REPORT
COMMUNITY DEVELOPMENT DEPARTMENT 117 MACNEIL STREET, SAN FERNANDO, CA 91340 (818) 898-1227 WWW.SFCITY.ORG To: Mayor Mary Mendoza and Councilmembers
From: Nick Kimball, City Manager
By: Erika Ramirez, Director of Community Development
Kenya Marquez, Housing Coordinator
Date: February 18, 2025

Subject: Consideration to Adopt a Resolution Authorizing Submittal of a Grant Application, in Partnership with Habitat for Humanity of Greater Los Angeles, to the California Department of Housing and Community Development for the 2024 Homeownership Super Notice of Funding Availability
RECOMMENDATION:

It is recommended that the City Council:
a. Adopt Resolution No. 8367 (Attachment “A”) authorizing the preparation and submittal of a grant application in partnership with Habitat for Humanity of Greater Los Angeles (Habitat LA), in the amount of up to $5 million from the California Department of Housing and Community Development (HCD) for the 2024 Homeownership Super Notice of Funding Availability (Attachment “B”); and
b. Authorize the City Manager, or designee, to execute the application, the Standard Agreements, and any subsequent amendments or modifications thereto, as well as any other documents required by HCD for participation in the CalHome Program, and any amendments thereto.

BACKGROUND:

1. On July 15, 2024, the City Council received a presentation from staff regarding a potential Home Rehabilitation Loan Program. The presentation included a brief overview of the CalHome Program and suggested that the City consider applying in partnership with Habitat LA when funding opportunities became available.

2. On September 3, 2024, the City Council approved Contract No. 2287 with Habitat for Humanity of Greater Los Angeles in an amount not-to-exceed $50,000 to establish a Home Rehabilitation Program for a term of one (1) year.

February 18, 2025 Special & Regular CC Mtg Page 129 of 424 Consideration to Adopt a Resolution Authorizing Submittal of a Grant Application, in Partnership with Habitat for Humanity of Greater Los Angeles, to the California Department of Housing and Community Development for the 2024 Homeownership Super Notice of Funding Availability

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3. On December 12, 2024, the California Department of Housing and Community Development (HCD) issued a Notice of Funding Availability (NOFA) (Attachment “B”) for several activities, including Owner-Occupied Rehabilitation and First-Time Homebuyer Mortgage Assistance programs.

ANALYSIS:

The California Department of Housing and Community Development (HCD) administers the Homeownership Super Notice of Funding Availability (NOFA), which focuses on expanding affordable homeownership opportunities and promoting sustainable housing solutions across California. HCD has announced the release of the 2024 Homeownership Super NOFA (HOSN), offering approximately $176.8 million in funding. This funding will be distributed through a combination of HCD-administered homeownership programs, including the CalHome Program.

The CalHome Program, with $143.1 million available, supports initiatives aimed at increasing homeownership opportunities for lower and very low-income households, promoting neighborhood revitalization, and fostering sustainable development. This grant program supports local efforts to increase access to homeownership through the development, acquisition, and rehabilitation of housing for low- and moderate-income households.

Partnership with Habitat for Humanity of Greater Los Angeles.

The mission of Habitat for Humanity of Greater Los Angeles (Habitat LA) is to bring people together to build homes, communities and hope. Habitat LA strives to empower communities to build equitable and inclusive neighborhoods through housing opportunities and community development. Habitat LA focuses on activities such as repairing homes, constructing affordable homes, engaging volunteers and partners, providing affordable homeownership activities and fostering community development. Overall, Habitat LA serves as a catalyst for addressing housing needs and building stronger communities in the Greater Los Angeles Area.

Habitat LA has extensive experience administering home rehabilitation programs for various cities throughout the Los Angeles basin. By collaborating with Habitat LA, the City can leverage the organization’s established infrastructure and expertise in managing home improvement projects for those in need. Additionally, partnering with Habitat LA would fulfill the experience requirement necessary for the CalHome grant application, which stipulates that the applicant or its partner must have successfully administered a local owner-occupied rehabilitation program for at least two (2) years within the four (4) years immediately preceding the application.

February 18, 2025 Special & Regular CC Mtg Page 130 of 424 Consideration to Adopt a Resolution Authorizing Submittal of a Grant Application, in Partnership with Habitat for Humanity of Greater Los Angeles, to the California Department of Housing and Community Development for the 2024 Homeownership Super Notice of Funding Availability

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CalHome Program Grant Request.

In partnership with Habitat LA, the City is seeking authorization to apply for up to $5 million in funding under the CalHome Program (Attachment “C) to support two (2) critical initiatives:

Mortgage Assistance for first-time homebuyers and Owner-Occupied Rehabilitation for existing homeowners. The City is submitting an application for both programs; however, HCD has discretion to award funding for both programs, or only one (1), depending on the evaluation of the application.

The Mortgage Assistance program aims to reduce the financial barriers that prevent low- and moderate-income households from achieving homeownership. Of the total grant request, up to $2.5 million will be allocated to this initiative. The majority of this funding, approximately up to $1.9 million, will be used directly for down payment assistance loans. Under CalHome guidelines, the maximum assistance per borrower is $200,000, which means the program could potentially assist between 11 and 44 households depending on individual needs and the amount of assistance provided. The remaining funding will be used for homebuyer education grants to ensure recipients are well-prepared for the responsibilities of homeownership, operational costs to manage the application process and loan processing, and administrative expenses for Habitat LA's program management.

The Owner-Occupied Rehabilitation program will focus on providing financial support to very low, low, and moderate-income homeowners for essential home repairs. This program will focus on eliminating safety hazards, improving substandard housing conditions, and enhancing the overall appearance of properties within the community. This initiative will receive up to $2.5 million of the total grant. The bulk of these funds, approximately up to $1.6 million, will be directed towards home rehabilitation loans. Per CalHome guidelines, the minimum assistance per borrower for rehabilitation is $1,000, and the maximum is $200,000. This range allows the program to assist between 8 and 112 households, depending on the scope and cost of individual projects. The remaining funding will cover costs for permits, appraisals, consultant services required to ensure project compliance and quality, non-recurring loan closing costs, and administrative responsibilities for Habitat LA in managing the rehabilitation projects.

In total, the CalHome Program grant is projected to assist between 19 and 156 households in San Fernando. The actual number of households served will depend on the specific needs of applicants and the associated costs of their projects.

Through the proposed partnership, Habitat LA would administer both programs on behalf of the City. If the City Council authorizes staff to submit this grant application and the application is ultimately successful, staff will prepare an agreement between the City and Habitat LA to outline the roles and responsibilities of each party.

February 18, 2025 Special & Regular CC Mtg Page 131 of 424 Consideration to Adopt a Resolution Authorizing Submittal of a Grant Application, in Partnership with Habitat for Humanity of Greater Los Angeles, to the California Department of Housing and Community Development for the 2024 Homeownership Super Notice of Funding Availability

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BUDGET IMPACT:

There will be no budget impact on the Fiscal Year 2024-2025 Adopted Budget to authorize the submittal of the grant application and there is no need to appropriate funds at this time. If the City is awarded grant funds through the Homeownership Super NOFA, staff will return to City Council with a resolution to formally accept the award and appropriate funds.

CONCLUSION:

Staff recommends that the City Council adopt Resolution No. 8367 authorizing the preparation and submittal of a grant application in partnership with Habitat LA, in the amount of up to $5 million from the HCD for the 2024 Homeownership Super Notice of Funding Availability ; and authorize the City Manager, or designee, to execute the application, the Standard Agreements, and any subsequent amendments or modifications thereto, as well as any other documents required by HCD for participation in the CalHome Program, and any amendments thereto.

ATTACHMENTS:

A. Resolution No. 8367
B. HCD CalHome Notice of Funding Availability
C. CalHome Program Guidelines
February 18, 2025 Special & Regular CC Mtg Page 132 of 424 ATTACHMENT “A”
RESOLUTION NO. 8367

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN FERNANDO,

CALIFORNIA, APPROVING THE SUBMITTAL OF AN APPLICATION TO THE

CALIFORNIA STATE DEPARTMENT OF HOUSING AND COMMUNITY
DEVELOPMENT FOR FUNDING UNDER THE CALHOME PROGRAM – 2024 HOMEOWNERSHIP SUPER NOTICE OF FUNDING AVAILABILITY; THE

EXECUTION OF A STANDARD AGREEMENT IF SELECTED FOR SUCH
FUNDING AND ANY AMENDMENTS THERETO; AND ANY RELATED

DOCUMENTS NECESSARY TO PARTICIPATE IN THE CALHOME PROGRAM WHEREAS, the City of San Fernando, a municipality, wishes to apply for and receive an allocation of funds through the CalHome Program; and
WHEREAS, the California Department of Housing and Community Development (hereinafter referred to as "HCD") has issued a Notice of Funding Availability ("NOFA") dated December 12, 2024, for the CalHome Program established by Chapter 84, Statutes of 2000 (SB 1656 Alarcon), and codified in Chapter 6 {commencing with Section 50650) of Part 2 of Division 31 of the Health and Safety Code (the "statute"). Pursuant to the statute, HCD is authorized to approve funding allocations utilizing monies made available by the State Legislature to the CalHome Program, subject to the terms and conditions of the statute and the CalHome Program Guidelines adopted by HCD in December 2022; and
WHEREAS, the City of San Fernando wishes to submit an application to obtain from HCD an allocation of CalHome funds in the amount of up to $5 million.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN FERNANDO DOES HEREBY RESOLVE, FIND, DETERMINE, AND ORDER AS FOLLOWS:

SECTION 1. The City of San Fernando shall submit to HCD an application to participate in the CalHome Program in response to the Homeownership Super NOFA issued on December 12, 2024, which will request a total funding allocation of up to $5 million for the following activities:
(a) Up to two million five hundred thousand dollars ($2,500,000.00) for Owner-Occupied Rehabilitation activities which will rehabilitate and repair from eight (8) to one hundred and twelve (112) very-low, low, or moderate income owner-occupied homes, to eliminate safety hazards, improve substandard housing conditions, and enhance the overall appearance of properties within the community. This will also cover costs for permits, appraisals, consultant services required to ensure project compliance and quality, non-recurring loan closing costs, and administrative responsibilities for Habitat LA in managing the rehabilitation projects; and February 18, 2025 Special & Regular CC Mtg Page 133 of 424 RES. NO. 8367
2 (b) Up to two million five hundred thousand dollars ($2,500,000.00) for a Mortgage Assistance program, which will be used for down payment assistance loans for between eleven (11) to forty-four (44) homebuyers. The funding will also be used for homebuyer education grants to ensure recipients are well-prepared for the responsibilities of homeownership, operational costs to manage the application process and loan processing, and administrative expenses for Habitat LA's program management.

SECTION 2. If the application for funding is approved, the City of San Fernando hereby agrees to use the CalHome funds for eligible activities in the manner presented in the application as approved by HCD and in accordance with program guidelines cited above. The application in full is incorporated as part of the Standard Agreement. Any and all activities funded, information provided, and timelines represented in the application are enforceable through the Standard Agreement. The City of San Fernando acknowledges and agrees that it may be required to execute any and all other instruments necessary or required by HCD for participation in the CalHome Program.

SECTION 3. The City of San Fernando authorizes the City Manager, to execute in the name of The City of San Fernando, the application, the Standard Agreements, and any subsequent amendments or modifications thereto, as well as any other documents required by HCD for participation in the CalHome Program, and any amendments thereto.

SECTION 4. The City Clerk shall certify to the adoption of this resolution and shall cause a certified resolution to be filed in the Office of the City Clerk.

PASSED, APPROVED, AND ADOPTED THIS 18th day of February, 2025.

Mary Mendoza, Mayor of the City of San
Fernando, California
ATTEST:

Julia Fritz, City Clerk
February 18, 2025 Special & Regular CC Mtg Page 134 of 424 RES. NO. 8367
3 CERTIFICATION
I, City Clerk of the City of San Fernando, California, do hereby certify that the foregoing is a full, true, and correct copy of Resolution No. 8367 which was regularly introduced and adopted by the City Council of the City of San Fernando, California, at a regular meeting thereof held on the 18th day of February, 2025, by the following vote of the City Council:

AYES:

NAYS:

ABSENT:

ABSTAINED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Fernando, California, this _____ day of February, 2025.

Julia Fritz, City Clerk
February 18, 2025 Special & Regular CC Mtg Page 135 of 424 STATE OF CALIFORNIA - BUSINESS, CONSUMER SERVICES AND HOUSING AGENCY GAVIN NEWSOM, Governor

DEPART MENT OF HOUSING AND COMMUNITY DEVELOPMENT

DIVISION OF STATE FINANCIAL ASSISTANCE
651 Bannon Street, Suite 400
Sacramento, CA 95811 (916) 263-2771
December 12, 2024
MEMORANDUM FOR: ALL POTENTIAL APPLICANTS
FROM: Jennifer Seeger, Deputy Director
Division of State Financial Assistance
SUBJECT: 2024 Homeownership Super Notice of Funding Availability The California Department of Housing and Community Development (HCD or Department) is pleased to announce the release of the 2024 Homeownership Super Notice of Funding Availability (HOSN) for approximately $176.8 million in funds for the following programs:
• CalHome Program ($143.1 million)
• Joe Serna, Jr. Farmworker Housing Grant Program – Homeownership (“Serna Homeownership”) ($33.7 million)
This funding provides Loans and Grants to Local Public Entities and Nonprofits for Homeownership Development Projects, Self-Help Technical Assistance Projects, Mortgage Assistance Programs, Owner-Occupied Rehabilitation Programs, ADU/JADU Programs, Shared Housing Programs and Programs for the Acquisition of Manufactured Housing for Agricultural Households.

Applications for this funding must be submitted electronically via the application portal no later than 4:00 P.M. Pacific Standard Time on Thursday, February 13, 2025.

The portal link, and requirements for submitting the HOSN application and required supporting documentation, including naming conventions, can be found on the Department’s Homeownership Super NOFA (HOSN) website,
https://www.hcd.ca.gov/grants-and-funding/programs-active/homeownership-super-nofa.

Attention Tribal Applicants: The 2023 Homeownership Super NOFA (HOSN), released January 6, 2023, included tribal funding targets of $3.5 million in Serna Homeownership funds and $13.5 million in CalHome funds. Please note that:
• Any unused Serna Homeownership funds from the Round 1 Homeownership Super NOFA target for Tribal Entities have been rolled over to this 2024 HOSN and will be available to all Serna Homeownership Applicants, including but not limited to tribes. • Any unused CalHome funds from the Round 1 Homeownership Super NOFA target for Tribal Entities have been rolled over to a separate 2024 CalHome Tribal NOFA exclusively for tribes, which is being released simultaneously with this 2024 HOSN.

February 18, 2025 Special & Regular CC Mtg
ATTACHMENT "B"

Page 136 of 424 ends

2024 Homeownership Super Notice of Funding Availability (HOSN) December 12, 2024

Page 2 ends

Tribal Entities are encouraged to apply for CalHome funds via the CalHome Tribal NOFA for approximately $18 million, which is being released simultaneously with this 2024 HOSN.

The online HOSN workshop details and final Guidelines are posted on the Department’s website at Homeownership Super NOFA | California Department of Housing and Community Development. To receive information regarding online workshops and other updates, please subscribe to our Homeownership listserv at https://www.hcd.ca.gov/contact-us/email-signup. If you have further questions, please contact [email protected].

February 18, 2025 Special & Regular CC Mtg Page 137 of 424 2024 Homeownership Super Notice of Funding
Availability (HOSN)
CalHome Program
and
Joe Serna, Jr. Farmworker Housing Grant Program – Homeownership Gavin Newsom, Governor
State of California
Tomiquia Moss, Secretary
Business, Consumer Services and Housing Agency
Gustavo Velasquez, Director
California Department of Housing and Community Development 651 Bannon Street, Suite 400, Sacramento, CA 95811
Telephone: (916) 263-2771
Website: http://www.hcd.ca.gov/
Email: [email protected]
December 12, 2024
February 18, 2025 Special & Regular CC Mtg Page 138 of 424 California Department of Housing and Community Development Page 1 2024 Homeownership SuperNOFA (HOSN)
Table of Contents
I. Overview .......................................................................................................................................... 2 A. Notable Changes to 2024 Homeownership Super NOFA (HOSN) ................................................. 2 B. Funds Available ............................................................................................................................. 3 C. Timeline ......................................................................................................................................... 6 D. Authorizing Legislation and Regulations......................................................................................... 6 II. Program Requirements ................................................................................................................... 7 A. Eligible Sponsor/Applicant.............................................................................................................. 7 C. Program Funding Amounts, Terms, and Limits ............................................................................ 11 B. Threshold Requirements.............................................................................................................. 15 C. Rating and Ranking...................................................................................................................... 16 D. Negative Points and Disencumbrance of Awards......................................................................... 19 III. Application Submission and Review Procedures ....................................................................... 19 A. Application Submission Process .................................................................................................. 19 B. Application Workshops................................................................................................................. 19 C. Disclosure of Application.............................................................................................................. 19 IV. Evaluation Criteria ..................................................................................................................... 20 A. Base Criteria ................................................................................................................................ 20 B. Serna Specific Criteria ................................................................................................................. 25 C. Tiebreaker.................................................................................................................................... 25 V. Appeals .......................................................................................................................................... 26 A. Basis of Appeals .......................................................................................................................... 26 B. Appeal Process and Deadlines..................................................................................................... 26 C. Decision ....................................................................................................................................... 26 VI. Award Announcements and Contracts..................................................................................... 27 A. Award Announcements ................................................................................................................ 27 B. Contracts ..................................................................................................................................... 27 VII. Other State Requirements ......................................................................................................... 27 A. Shared Parking ............................................................................................................................ 28 B. Other Terms and Conditions ........................................................................................................ 28 February 18, 2025 Special & Regular CC Mtg Page 139 of 424 California Department of Housing and Community Development Page 2 2024 Homeownership SuperNOFA (HOSN)
I. Overview
A. Notable Changes to 2024 Homeownership Super NOFA (HOSN) • The 2024 HOSN does not include a funding target for Tribal Entities. Instead, Tribal Entities are encouraged to apply for CalHome funds via the Tribal CalHome NOFA of approximately $18 million, which is being released simultaneously with this Homeownership Super NOFA.
• Increase of the maximum sales price for Homeownership Development Projects to 150 percent of the highest local median sales price of a single-family home during the past six months.
• Projects will be ineligible to receive funds if construction work has begun or will begin prior to the application due date. In the 2023 Homeownership Super NOFA, proposed projects were ineligible to receive funds if construction work had begun or would begin prior to the date the Department executed the Standard Agreement with the Recipient.
• The maximum appraised home values at time of purchase or upon completion of acquisition/Rehabilitation work for Mortgage Assistance loans has been changed to the highest local median sales price of a single-family home during the past six months.
• The After-Rehabilitation Values for units assisted with Owner-Occupied Rehabilitation Assistance was increased to 150 percent of the highest local median sales price of a single-family home during the past six months. • Minimum application amounts have been adjusted as follows:
o Minimum total application amount of $1,000,000.
o If applying for one or more activity, the minimum application amount per activity is $500,000.
o If applying for any funding target (e.g., Mobilehome or Manufactured Home assistance, rural), the minimum application amount for that funding target is also $500,000.
• Changes to the Scoring Rubric include the following:
o Feasibility scoring criterion decreased from 20 to 15. o New scoring criterion for number of prospective households served added for 5 points
o Scoring for the Prohousing Designation criterion will now award 5 points will to Projects or Programs that are located in jurisdictions that have received a Prohousing Designation or that have applied for a Prohousing Designation by the application due date and are certified by the Department within 45 days after the application due date.
o Additional tiebreakers were added.
• New provisions were added regarding shared parking and compliance with Government Code 65863.1(i).

February 18, 2025 Special & Regular CC Mtg Page 140 of 424 California Department of Housing and Community Development Page 3 2024 Homeownership SuperNOFA (HOSN)
B. Funds Available
The California Department of Housing and Community Development (HCD or Department) is pleased to announce the release of this Homeownership Super Notice of Funding Availability (HOSN) for approximately $176.8 million, which may be augmented based on the availability of funds. The HOSN is issued to distribute funds through a combination of HCD-administered Homeownership programs. These programs are:
• CalHome Program (CalHome) supports Homeownership programs aimed at lower and very low-income households, and in the case of a disaster, households at or below moderate income, and operated by private nonprofit and local government agencies, to increase Homeownership, encourage neighborhood revitalization and sustainable development, and maximize use of existing homes.
• Joe Serna, Jr. Farmworker Housing Grant Program (FWHG or Serna) supports development projects involving multiple home ownership units, including singlefamily subdivisions, for lower-income agricultural employees and their families, and programs that assist lower-income agricultural employees and their families to become or remain homeowners.

The Homeownership Super NOFA distributes funds for the CalHome Program and funds limited to the Homeownership activities of Serna. Please note that new construction or Rehabilitation (with or without acquisition) of a rental housing development, including under Serna, is not an eligible activity under the HOSN.

Multifamily and single-family rental housing projects should submit applications under the Department’s Multifamily Finance Super NOFA (MFSN).

The Department is making approximately $176.8 million available as follows:

Funding Programs
CalHome Program $143.1 million
Joe Serna, Jr. Farmworker Housing Grant (Serna) Program $33.7 million Funding for this HOSN is provided by a combination of funding sources as outlined below:
• General Fund, CalHome Proposition 46 and Proposition 1C for CalHome • Building Homes and Jobs Act (Sen. Bill No. 2 (2017-2018 Reg. Sess.) §1): 2022 and 2023 for Serna
February 18, 2025 Special & Regular CC Mtg Page 141 of 424 California Department of Housing and Community Development Page 4 2024 Homeownership SuperNOFA (HOSN)
Approximately $143.1 million will be available for the following activities within the CalHome Program:
• Homeownership Development Project Loans (including Predevelopment Costs and carrying costs during construction related to ADUs and JADUs) • Technical Assistance for Self-Help Housing Projects
• First-Time Homebuyer Mortgage Assistance (including the purchase of a home with an Accessory Dwelling Unit (ADU) or Junior Accessory Dwelling Unit (JADU)
• Owner -Occupied Rehabilitation Assistance (including Rehabilitation of Manufactured Housing not on a permanent foundation, and construction, repair, or Rehabilitation of ADUs or JADUs
• Technical Assistance for Shared Housing Programs
• ADU/JADU Assistance (including construction, repair, or Rehabilitation of ADUs or JADUs)
Approximately $33.7 million will be available for the following Homeownership activities within the Serna Program to address the housing needs of agricultural workers:
• Homeownership Development Projects involving multiple home ownership units, including single-family subdivisions, for lower-income agricultural employees and their families.
• Technical Assistance for Self -Help Housing Projects
• First-time Homebuyer Mortgage Assistance
• Owner-Occupied Rehabilitation Assistance
• Acquisition of Manufactured Housing as part of a program to address and remedy the impacts of current and potential displacement of farmworker families from existing labor camps, Mobilehome Parks, or other housing.

Funding targets are described in Section II. E. of this HOSN.

The information provided in the 2024 HOSN is intended to be a summary and is not considered a complete representation of the entirety of the eligibility, threshold, and other requirements or terms and conditions of the CalHome Program and Serna Program. Applicants should familiarize themselves with all applicable Statutes and Guidelines which, in the event of any conflict(s) with this HOSN, shall control.

This HOSN, the CalHome Final Guidelines (2024), and the Serna- Homeownership Final Guidelines (2024) implement the requirements of California Assembly Bill 434 (AB 434) (Chapter 192, Statutes of 2020). For the Homeownership activities of Serna, AB 434 requires the Department to:
• Make those funds available at the same time it makes funds available under the CalHome Program,
• Rate and rank applications in a manner consistent with the CalHome Program, except that the Department may establish additional point categories for the February 18, 2025 Special & Regular CC Mtg Page 142 of 424 California Department of Housing and Community Development Page 5 2024 Homeownership SuperNOFA (HOSN)
purposes of rating and ranking applications that seek funding under Serna in addition to those used in the CalHome Program,
• Administer those funds in a manner consistent with the CalHome Program Attention Tribal Entities
• The 2024 HOSN does not include a funding set-aside for Tribal Entities.

Instead, Tribal Entities are encouraged to apply for CalHome funds via the Tribal CalHome NOFA of approximately $18 million, which is being released simultaneously with this Homeownership Super NOFA (HOSN). • The requirements set forth in NOFAs are subject to AB 1010 (Stats.2019, c. 660), which is set forth in HSC section 50406, subdivision (p). Accordingly, and pursuant to HSC section 50406, subdivision (p), (a) where the provisions of tribal law, tribal governance, tribal charter, or difference in Tribal Entity or legal structure would cause a violation or not satisfy the requirements of state financing being provided by the Department, said requirements may be modified as necessary to ensure program compatibility; and (b) where provisions of tribal law, tribal governance, tribal charter, or difference in Tribal Entity legal structure or agency create minor inconsistencies (as determined by the Director of the Department or a duly authorized designee thereof) with the requirements of state financing being provided by the Department, the Department may waive said requirements, as deemed necessary, to avoid an unnecessary administrative burden. Matters set forth or otherwise provided for in the requirements of state financing being provided by the Department that may be modified or waived include, without limitation, threshold requirements and any other matters set forth in HSC section 50406, subdivision (p)(2). AB 1010 may waive or modify state financing statutory requirements under Division 31 of the Health and Safety Code subject to the limitations of applicable law including the California Constitution and AB 1010. Any requests to waive or modify such statutory requirements will be considered by the Department on a case-by-case basis.
• Please note that AB 1010 does not automatically operate to obviate, or otherwise modify, any provision(s) of these Guidelines. To the extent that a Tribal Entity applicant believes that AB 1010 is applicable to such Tribal Entity, their Application, the Project to which their Application relates, or any number of them, it is recommended that such Tribal Entity applicant submit an AB 1010 waiver request to the Department before applications are due under the applicable NOFA to ensure that the Department has adequate time to review such waiver request and render a decision granting, or rejecting, the request.

February 18, 2025 Special & Regular CC Mtg Page 143 of 424 California Department of Housing and Community Development Page 6 2024 Homeownership SuperNOFA (HOSN)
C. Timeline
HOSN Release December 12, 2024
Application Release December 13, 2024
Application Portal Opens December 19, 2024
Application Due Date February 13, 2025, 4:00 PM
Award Announcement June/July 2025
D. Authorizing Legislation and Regulations
Applications submitted under this HOSN are subject to the applicable Program Guidelines, all applicable statutory requirements, and this HOSN. Section references in this HOSN refer to applicable Program Guidelines unless otherwise noted. Capitalized terms in this HOSN are either defined herein or in Appendix A of the applicable Program Guidelines.

The administration of the CalHome and Serna Programs are governed by the applicable Program Guidelines that implement, interpret, or make specific the following laws:
• The CalHome Program was established by Chapter 6, commencing with § 50650) of Part 2 of Division 31 of the California Health & Safety Code (“HSC”). • The Serna Program was established by Chapter 3.2 (commencing with § 50515.2) of Part 2 of Division 31 of the HSC. The Serna Guidelines referenced in this HOSN apply only to the Homeownership elements of Serna. Rental housing development activities are governed under a separate set of Program Guidelines.
• Building Homes and Jobs Act (Sen. Bill No. 2 (2017-2018 Reg. Sess.) § 1). • Veterans and Affordable Housing Bond Act of 2018 (Sen. Bill No. 3 (2017- 2018 Reg. Sess.) § 1)which was adopted by voters on November 6, 2018, as Proposition 1, provided funding for the CalHome and Serna Programs and authorized the Department to administer the Programs through the Guidelines.

These Guidelines were explicitly exempt from the requirements of the Administrative Procedures Act (Chapter 3.5)
This HOSN will be governed by the Calhome Final Guidelines (2024) and the Serna Homeownership Program Final Guidelines (2024). Applications must be completed pursuant to the applicable Guidelines requirements. References in this HOSN to a specific section of guidelines without specifying CalHome or Serna (e.g., “Guidelines §X00”) means that the specific guideline referenced is the same in both programs.

February 18, 2025 Special & Regular CC Mtg Page 144 of 424 California Department of Housing and Community Development Page 7 2024 Homeownership SuperNOFA (HOSN)
II. Program Requirements
The following is provided as a summary only. Applicants should refer to the CalHome and Serna Homeownership Program Guidelines, as applicable, for a comprehensive discussion of the requirements that are relevant to their proposed Projects. A Project is not eligible for an Award unless it meets all the threshold requirements of the applicable program. Please review the individual Program Guidelines of each Program for complete information.

Further, Applicants must achieve a minimum point score of 55 points in Base Scoring Criteria to be considered for a funding Award.

A. Eligible Sponsor/Applicant
An Applicant is the entity or entities applying to the Department for the Program funding. Such entity or entities may also be the Sponsor. If receiving an Award of funds, the Applicant will be referred to as the “Recipient” in the Department’s legal documents relative to an Award of a Grant, or as the “Sponsor” in the Department’s legal documents relative to an Award of a Loan.

All Applicants must meet the requirements of the following sections of the relevant Program Guidelines:

1. CalHome
§200 Eligible Applicants
§400.1 Eligible Applicant (Homeownership Development Project Loan) §401.1 Eligible Applicant (Self-Help Technical Assistance Grant Program) §402.1 Eligible Applicant (Mortgage Assistance Grant Program) §403.1 Eligible Applicant (Owner-Occupied Rehabilitation Grant Program) §404.1 Eligible Applicant (Shared Housing Program)
§405.1 Eligible Applicant (ADU/JADU Program)

2. Serna
§200 Eligible Applicant
§400.1 Eligible Applicant (Homeownership Development Project Loan) §401.1 Eligible Applicant (Self-Help Technical Assistance Grant Program) §402.1 Eligible Applicant (Mortgage Assistance Grant Program) §403.1 Eligible Applicant (Owner-Occupied Rehabilitation Grant Program) §404.1 Eligible Applicant (Acquisition of Manufactured Housing Grant Program) February 18, 2025 Special & Regular CC Mtg Page 145 of 424 California Department of Housing and Community Development Page 8 2024 Homeownership SuperNOFA (HOSN)
B. Eligible Use of Funds

1. The Department is making CalHome and Serna funds available for the following activities:
a. Homeownership Development Project Loans (Guidelines §400) for conditional Awards of development Loans to the Applicants to be used as specified in §400.2 of the Guidelines.
i. Homeownership Development Projects must have a minimum of five units.
ii. The estimated sales price of the homes to be constructed (Maximum Sales Price) shall not exceed 150 percent of the highest local median sales price of a single-family home during the past six months.

Recipients may use the median sales price, by county, posted at the California Association of Realtors website. However, if prices have significantly changed or local median sales prices by county do not accurately reflect actual local sales prices, Recipients may request Department approval to use different limits based on a local calculation of median values.

Note: Proposed projects are ineligible to receive funds if construction work has begun or will begin prior to the application due date. Construction work includes grading, site preparation (with the exception of demolition or clearing properties), or site improvements intended for public dedication (Guidelines §201).
b. Technical Assistance for Self-Help Housing Projects (Guidelines §401) in which the Applicant organization will be providing the services required in Guidelines §401.3.
i. Homebuyer Education (Guidelines §401.2(b)) will be reimbursed in the form of a Grant from the Department to the Recipient in an amount not to exceed $250 per assisted unit.

Please note, Applicants that were previously awarded CalHome or Serna Homeownership funds must submit all outstanding reports from the past two years to the Department by the application due date. Failure to submit the reports by the application due date will result in the Applicant being ineligible for a CalHome or Serna Homeownership Award under this HOSN (Guidelines §200(c)(1)).

Applicants may email: [email protected] for CalHome or [email protected] for Serna Homeownership to obtain status on previous reports.

February 18, 2025 Special & Regular CC Mtg Page 146 of 424 California Department of Housing and Community Development Page 9 2024 Homeownership SuperNOFA (HOSN)
c. First-Time Homebuyer Mortgage Assistance (including the purchase of homes with ADUs or JADUs) (commencing with Guidelines §402) for Loans to Eligible Households as defined in Guidelines §203.
i. Homebuyer Education (Guidelines §402.2) will be reimbursed in the form of a Grant from the Department to the Recipient in an amount not to exceed $250 per assisted unit.
ii. Maximum appraised home values at time of purchase or upon completion of acquisition/Rehabilitation work (Maximum Sales Price/Value Limit) shall not exceed the highest local median sales price of a single-family home during the past six months. Recipients may use the median sales price, by county, posted at the California Association of Realtors website. However, if prices have significantly changed or local median sales prices by county do not accurately reflect actual local sales prices, Recipients may request Department approval to use different limits based on a local calculation of median values.
iii. Financial assistance provided to qualified individual homeowners for Mortgage Assistance shall be in the form of deferred payment Loans, repayable upon the sale or transfer of the homes, when the home ceases to be Owner-Occupied, or upon the Loan maturity date, whichever occurs first (HSC § 50650.3 (c)(1)). The Loan shall be up to a 30-year term with the following exception: when USDA, Rural Housing Service (RHS) 502 Mortgage Loans are in first lien position the term shall be the term of the 502 Mortgage (Guidelines §301). The interest rate is set by the Recipient at up to 3 percent simple interest per annum (Guidelines §301(d)). Borrowers shall occupy units as their principal place of residence for the term of the Loan (Guidelines §203(d)). If the Borrower will occupy an ADU or JADU, then residents of the singlefamily residence shall not be considered as part of the Household receiving program funding (Guidelines §203). Recipients shall comply with the Homeowner/Homebuyer Loan-to-Value Limits for Mortgage Assistance program Loans defined in Guidelines §302.
d. Owner-Occupied Rehabilitation Assistance (including repair, full reconstruction, or the addition of an ADU or JADU) (Guidelines §403) for Loans to Eligible Households as defined in Guidelines §203. i. All assisted units shall have After-Rehabilitation Values (Value Limits) at or below 150 percent of the highest local median sales price of a singlefamily home during the past six months. For properties where funds were used to add an ADU or JADU, the After-Rehabilitation Value (Value Limit) shall be at or below 150 percent of the highest local median sales price of a single-family home with an ADU or JADU during the past six months. Recipients may use the median sales price, by county, posted at the California Association of Realtors website. However, if prices have significantly changed or local median sales prices by county do not accurately reflect actual local sales prices, Recipients may request February 18, 2025 Special & Regular CC Mtg Page 147 of 424 California Department of Housing and Community Development Page 10 2024 Homeownership SuperNOFA (HOSN)
Department approval to use different limits based on a local calculation of median values.
ii. Manufactured Housing is also eligible, including replacement of a Manufactured Home not on a permanent foundation in the case where it has been determined by the Recipient it is infeasible to rehabilitate the home, whether located in a Mobilehome Park or elsewhere (Guidelines §403.2).
iii. Financial assistance provided to qualified individual homeowners for Owner- Occupied Rehabilitation shall be in the form of deferred payment Loans, repayable upon the sale or transfer of the homes, when the home ceases to be Owner-Occupied, or upon the Loan maturity date, whichever occurs first (HSC §50650.3(c)(1)). The Loan shall be up to a 30-year term (Guidelines §301). The interest rate is set by the Recipient up to 3 percent simple interest per annum (Guidelines §301). Borrowers must occupy units as their principal place of residence for the term of the Loan (Guidelines §203). If the Borrower will occupy an ADU or JADU, then residents of the single-family residence shall not be considered as part of the Household receiving funding (Guidelines §203). iv. Recipients shall comply with the Homeowner/Homebuyer loan-to-value limits for Owner-Occupied Rehabilitation program Loans defined in Guidelines §302.
v. Financial assistance provided to individual Households to rehabilitate, repair, or replace Manufactured Housing located in a Mobilehome Park and not permanently affixed to a foundation shall be in the form of a secured forgivable Loan, which shall also be made in a manner consistent with the Guidelines and applicable Statutes (HSC §50650.3(c) and Guidelines §403.2). The Loan shall be due and payable in 20 years, with 10 percent of the original principal to be forgiven annually for each additional year beyond the 10th year that the home is owned and continuously occupied by the Borrower (HSC §50650.3 (c)). Pursuant to HSC §50650.3(c), not more than 10 percent of the funds available in a given fiscal year shall be used for financial assistance in the form of secured forgivable Loans. If Tribal Entities intend for lands located in Indian Country, or other real property held in fee by such Tribal Entities, to be considered a Mobilehome Park for the purposes of this section, such tribal lands or real property must satisfy the legal and programmatic requirements of a Mobilehome Park per H.S.C. §18214. Tribal Entity applicants can submit their application with this information to the Department and it will be evaluated on an individual basis. It is recommended Tribal Entity applicants submit an AB 1010 waiver request before applications are due under the applicable NOFA to ensure said lands can be considered a Mobilehome Park.

2. The Department is also making CalHome funds available for the following additional activities:
a. Technical Assistance for Shared Housing Programs (Guidelines §404) to operators of Shared Housing Programs that will directly provide match February 18, 2025 Special & Regular CC Mtg Page 148 of 424 California Department of Housing and Community Development Page 11 2024 Homeownership SuperNOFA (HOSN)
services where the providers are homeowners who occupy their homes as their principal place of residence.
b. ADU/JADU Programs (Guidelines §405) for Loans for ADU/JADU construction, reconstruction, repair, or Rehabilitation to Eligible Households as defined in Guidelines §203.

3. The Department is also making Serna funds available for the following activity, as set forth in Guidelines §404:
a. Acquisition of Manufactured Housing as part of a local Program to address and remedy the impacts of current and potential displacement of low-income farmworker families from existing labor camps, Mobilehome Parks, or other housing.
i. All Manufactured Homes acquired through the Program must be Owner- Occupied by a low-income Agricultural Worker Household (Guidelines§ 404.4(a)).
ii. Financial assistance provided to individual Households for Manufactured Housing located in a Mobilehome Park and not permanently affixed to a foundation shall be in the form of a secured forgivable Loan. The Loan shall be due and payable in 20 years, with 10 percent of the original principal to be forgiven annually for each additional year beyond the 10th year that the home is owned and continuously occupied by the Borrower.

C. Program Funding Amounts, Terms, and Limits

1. Minimum and Maximum Application Amounts.
a. The minimum total application amount is $1,000,000.
i. If an Applicant is applying for more than one activity, the minimum application amount per activity is $500,000 (except if the activity is Technical Assistance for Self-Help Housing Projects or CalHome Technical Assistance for Shared Housing Programs, in which case the minimum application amount is $100,000).
ii. If an Applicant is applying for any funding target (e.g., Mobilehome or Manufactured Home assistance, rural), the minimum application amount for that funding target is also $500,000.
b. The maximum application amount for a project (a Homeownership Development Project Loan with or without Technical Assistance for Self-Help Housing Projects) is $10 million.
i. The maximum application amount for one or more programs (any activity February 18, 2025 Special & Regular CC Mtg Page 149 of 424 California Department of Housing and Community Development Page 12 2024 Homeownership SuperNOFA (HOSN)
other than a Homeownership Development Project Loan is considered a program) is $5 million.
ii. If applying only for Technical Assistance for Self-Help Housing Projects, the maximum application amount is $500,000. If applying only for CalHome Technical Assistance for Shared Housing Programs, the maximum application amount is $300,000.

2. Minimum and Maximum Per-Unit Funding Limits
a. CalHome and Serna Grant Activities: For the purposes of this HOSN, the minimum and maximum amount of funding to individual Borrowers will be:
i. Mortgage Assistance
The maximum Loan amount by an Award recipient to an eligible Borrower will be 40 percent of the Borrower’s purchase price for the property or $200,000, whichever is lower. The minimum Loan to a Borrower will be not less than $1,000.

For Mortgage Assistance provided as part of a Homeownership Development Project Loan, the maximum Loan amount by an Award recipient to an eligible Borrower will be 40 percent of the Borrower’s purchase price for the property or $250,000, whichever is lower. The minimum Loan to a Borrower will be not less than $1,000. ii. Owner-Occupied Rehabilitation Assistance
The maximum Loan amount by an Award recipient to an eligible Borrower will be $200,000 unless the home is in need of reconstruction.

If the home is in need of reconstruction, the maximum Loan amount will be $250,000. The maximum Loan amount for additional or full reconstruction of an ADU will be $250,000. The maximum Loan amount for rehabilitation of a Manufactured Home not on a permanent foundation, or for replacement of a Manufactured Home not on a permanent foundation in the case where it has been determined by the Recipient it is infeasible to rehabilitate the home, will be $150,000. The minimum Loan to a Borrower will be not less than $1,000. iii. CalHome ADU/JADU Assistance
The maximum Loan amount by an Award recipient to an eligible Borrower for ADU/JADU construction will be $250,000. The minimum Loan to a Borrower will be not less than $1,000.
iv.Serna Acquisition of Manufactured Housing
February 18, 2025 Special & Regular CC Mtg Page 150 of 424 California Department of Housing and Community Development Page 13 2024 Homeownership SuperNOFA (HOSN)
The maximum Loan or Grant amount by an Award recipient to an eligible Agricultural Worker Household will be 100 percent of the purchase price for the Manufactured Home, up to a maximum of $150,000. The minimum Loan or Grant will be not less than $1,000.
b. CalHome and Serna Loan Activities: for the purposes of this HOSN, the minimum and maximum amount of funding will be:
i. Homeownership Project Development
The maximum per-unit Loan amount for Homeownership Development Project Loans will be $250,000.

If an Applicant is applying to fund a Homeownership Development Project with a Self-Help Housing Project, the Applicant may additionally apply for Technical Assistance of $20,000 per-unit on top of the application amount requested for a Homeownership Development Project.
c. Technical Assistance Funding Limits: The minimum Technical Assistance Grant to a Recipient will be not less than $1,000. For the purposes of this HOSN, the maximum Grant per-unit will be:
i. CalHome and Serna Technical Assistance for Self-Help Housing Projects
The maximum per-unit Grant amount will be $20,000. All expenses shall be documented.
ii. CalHome Technical Assistance for Shared Housing Programs The maximum activity amount for Shared Housing Programs is established in § (c)(1) of this NOFA.
d. Use of both CalHome and Serna funds on the same Project or Program is permitted, subject to the following limitations:
i. Any given Assisted Unit must only be funded from one Program, CalHome or Serna.
ii. Any given Assisted Unit must be assisted by funds from only one Project or Program (for example, repair of an ADU - the unit can be assisted with funds from a CalHome Owner-Occupied Rehabilitation program or a CalHome ADU/JADU program, but not both.)
February 18, 2025 Special & Regular CC Mtg Page 151 of 424 California Department of Housing and Community Development Page 14 2024 Homeownership SuperNOFA (HOSN)
iii. Each Applicant is limited to no more than $10 million in total HOSN Homeownership Development Project Loans. Note: If the Applicant is an Administrative Subcontractor for or part of a Limited Liability Company, or Limited Partnership with a Tribal Entity on one or more applications, those applications will not count against the $10 million per-Applicant limit.
iv. Each Applicant is limited to no more than $5 million in total HOSN program Grants.
v. Each Applicant is limited to no more than $10 million in total HOSN funds (including applications for Homeownership Development Project Loans and applications for program, Grants).
vi. The per-Applicant HOSN Award cap is not applicable beyond an individual HOSN competition – it is not a cumulative per-Applicant cap across other Department NOFA funding opportunities.
vii. The Department will not award funding from CalHome or Serna to a Unit that previously received funding from the same program funding source.

For example, the Department will not provide CalHome funding under this HOSN to Units that were awarded CalHome funding in a prior CalHome funding round.

D. Funding Targets and Geographic Distribution of Funds

1. Funding Targets
To promote equitable distribution of Program funds, to the extent eligible applications are available to fund, this HOSN shall have the following targets listed below:
a. Mobilehome or Manufactured Home Assistance: To the extent there are eligible applications, the Department shall target $27 million of the available $143.1 million in CalHome funds as Awards for Mobilehome or Manufactured Home assistance. To the extent there is insufficient demand of eligible applications to make $27 million in Awards, any remaining funds will be applied to the general pool of Applicants.
b. Community-Based Developer: To the extent that there are eligible applications, the Department shall target 15 percent of HOSN funds (i.e., $26.5 million) to Community-Based Developers applying for a Homeownership Development Project Loan and/or a Self-Help Technical Assistance Grant. This shall include 15 percent of the total CalHome funds available under the HOSN (i.e., $21.5 million) and 15 percent of the total Serna funds available under the HOSN (i.e., $5 million).

February 18, 2025 Special & Regular CC Mtg Page 152 of 424 California Department of Housing and Community Development Page 15 2024 Homeownership SuperNOFA (HOSN)
Capability points (maximum 40 points) will not be considered in the ranking of the Community-Based Developer funding target; however, the capability point category will be applicable if an application is unsuccessful in the Community- Based Developer funding target and is then ranked with the remaining unfunded applications.

2. Geographic Distribution of Funds
The HOSN shall have geographic targets of up to 46 percent of available funds for Southern California, up to 24 percent for Northern California, and up to 20 percent for rural jurisdictions. Ten percent shall not be subject to a specific geographic distribution. In its sole discretion, HCD may determine the geographic distribution targets have been met based either on individual Program funding components or on the amount of total funds awarded under this NOFA.

For the purpose of geographic distribution:
• Targets are based on the percent of Low-Income renters in California, based on the HUD-released data from the American Community Survey (ACS) for the 2017-2021 period.
• "Rural" is defined to be consistent with the definition used by the TCAC for the tax credit program. A list of Rural areas, as well as the methodology to determine Rural or non-rural status, can be found on TCAC’s website or by clicking this link: https://www.treasurer.ca.gov/ctcac/2022/rural-status.pdf.

Northern Non-rural areas of the following counties: Alameda, Butte, Contra Costa, El Dorado, Fresno, Kings,
Madera, Marin, Merced, Monterey, Napa, Placer,
Sacramento, San Benito, San Francisco, San Joaquin,
San Mateo, Santa Clara, Santa Cruz, Shasta, Solano,
Sonoma, Stanislaus, Sutter, Tulare, Yolo, Yuba
Southern Non-rural areas of the following counties: Imperial, Kern, Los Angeles, Orange, Riverside, San
Bernardino, San Diego, San Luis Obispo, Santa
Barbara, Ventura
Rural Rural areas as defined by statute, including but not limited to the following 100 percent rural counties:

Alpine, Amador, Calaveras, Colusa, Del Norte, Glenn,
Humboldt, Inyo, Lake, Lassen, Mariposa, Mendocino,
Modoc, Mono, Nevada, Plumas, Sierra, Siskiyou,
Tehama, Trinity, Tuolumne
B. Threshold Requirements

1. Site Control: For Homeownership Development Project Loans, Recipients shall February 18, 2025 Special & Regular CC Mtg Page 153 of 424 California Department of Housing and Community Development Page 16 2024 Homeownership SuperNOFA (HOSN)
comply with the Site Control requirements listed in Guidelines §400.3

2. Minimum Point Score: Applicants must achieve a minimum point score of 55 points in the Base Evaluation Criteria in Section IV of this HOSN to be considered for a funding Award.

3. Other Threshold Requirements: A Project is not eligible for an Award unless it meets all the threshold requirements of the relevant Program (CalHome or Serna). Please review the individual Program Guidelines for each Program for complete information.

Below is a summary of some of the key threshold requirements and is not to be considered a complete representation of the entirety of the threshold, or other requirements, terms, and conditions for CalHome and Serna. a. CalHome and Serna Guidelines Section §208 Threshold Requirements The following are highlights of CalHome and Serna threshold requirements:
i. A Local Public Entity that is not a Tribal Entity shall only be eligible to apply for an Award of program funds for a Local Program or project located within its jurisdictional boundaries. A Tribal Entity shall be eligible to apply for an award of CalHome program funds for a Local Program or project located anywhere within the State of California. ii. A Nonprofit Corporation or Tribally Designated Housing Entity shall only be eligible to apply for an Award of program funds for a program or project if it has developed a project or operated a housing program in California within the past two years or if the Nonprofit Corporation or Tribally Designated Housing Entity has an existing 523 Self-Help Technical Assistance Grant Agreement with the United States Department of Agriculture (USDA).
b. Serna Guidelines §208: Threshold Requirements
All Serna threshold requirements shall be satisfied. The following are highlights of Serna threshold requirements:
i. All Unis assisted with program funds must serve Lower-Income Agricultural Households.

C. Rating and Ranking

1. All applications will be evaluated on the Base Evaluation Criteria included in Section IV(A) of this HOSN. Applications for Serna funding will also be scored on the additional Serna Criteria included in Section IV(B). All applications meeting the threshold requirements of the applicable Program and achieving a minimum point score of 55 points in Base Evaluation Criteria will be considered for funding pursuant to the process described below:

February 18, 2025 Special & Regular CC Mtg Page 154 of 424 California Department of Housing and Community Development Page 17 2024 Homeownership SuperNOFA (HOSN)
a. CalHome and Serna applications will be ranked separately since the additional evaluation criteria used for Serna applications means those applications have a higher possible maximum score.
b. Funding targets will be applied in the following order: 1) Community-Based Developers, 2) Mobilehome or Manufactured Home assistance and finally 3) geographic. All applications awarded under the Mobilehome or Manufactured Home assistance will also count towards meeting the applicable regional targets. If a concentration of Awards in any geographic area would make it impossible for the Department to meet the geographic funding targets established in this HOSN, the Department may skip to lowerscoring applications in other geographic areas. i. Applications that include some activities that are eligible for a funding target and some that are not eligible for a funding target, or include activities in multiple geographic regions, will be separated out into multiple applications for the purposes of rating and ranking. For example, if an Applicant applies for $1 million for Owner- Occupied Rehabilitation funds targeted to Mobilehome or Manufactured Home assistance and $2 million for Owner-Occupied Rehabilitation funds not targeted to Mobilehome or Manufactured Home assistance, the $1 million request will be scored separately from the $2 million request and only the $1 million request will be considered in the Mobilehome or Manufactured Home assistance funding target.

Similarly, if an Applicant applies for $500,000 in Mortgage Assistance program funds to be used in rural areas and $2.5 million in Mortgage Assistance program funds to be used in non-rural areas in Southern California, the $500,000 request will be scored separately from the $2.5 million request. As such, it is possible that only the part of a given application that is eligible as part of a funding target or is in an undersubscribed geographic area will be awarded funds if the remainder of the application does not score high enough in the general ranking.

Funding targets will only be awarded to the extent that eligible applications (those meeting all threshold requirements including minimum point score) exist. If the Department receives fewer eligible applications than funding available, any unawarded funds within the funding targets may be used to fund remaining eligible applications based on ranked score.
ii. CalHome funding targets for Community-Based Developers, and Mobilehome or Manufactured Home assistance: Beginning with the topranked CalHome applications (according to the Base Evaluation Criteria, including tiebreakers as applicable) eligible for the funding target, the highest scoring applications will be “fully funded” (provided all applicable threshold, minimum point score, and other eligibility criteria are met).

February 18, 2025 Special & Regular CC Mtg Page 155 of 424 California Department of Housing and Community Development Page 18 2024 Homeownership SuperNOFA (HOSN)
“Fully funded” means these applications will receive an Award of all requested Program funds, subject to applicable limits. Applicable limits that could result in Department Awards below requested levels include but are not limited to: maximum allowable funding limits (per unit, per project and per Applicant) and available funding in the Homeownership HOSN.

Applicants that are eligible can compete in multiple funding targets if unsuccessful in one due to oversubscription. CalHome applications funded through the Community- Based Developer and Mobilehome or Manufactured Home assistance funding target are accounted for in the geographic percentage targets.
iii. Serna funding target for Community-Based Developers will begin with the top-ranked Serna applications (according to the Base Evaluation Criteria, including tiebreakers as applicable) eligible for the CommunityBased Developers funding target, the highest scoring applications will be “fully funded” (provided all applicable threshold, minimum point score, and other eligibility criteria are met). “Fully funded” means these applications will receive an Award of all requested Program funds, subject to applicable limits. Applicable limits that could result in Department Awards below requested levels include but are not limited to: maximum allowable funding limits (per unit, per project and per Applicant) and available funding in the Homeownership HOSN. Serna applications funded through the Community-Based Developer funding target are accounted for in the geographic percentage targets.

Once all funding targets are met to the extent possible, the highestranking remaining Serna applications will be fully funded until Serna funds are exhausted. However, if a concentration of Serna Awards in any geographic area would make it impossible for the Department to meet the geographic funding targets established in this HOSN, the Department may skip to lower-scoring Serna applications in other geographic areas. iv. If the last-ranked Serna application requests more Serna funds than remain, that Project will, conditioned upon the availability of additional funding, receive an augmentation of Serna funds, and be fully funded.
v. Finally, the highest-ranking CalHome applications will be fully funded until CalHome funds are exhausted. However, if a concentration of CalHome Awards in any geographic area would make it impossible for the Department to meet the geographic funding targets established in this HOSN, the Department may skip to lower-scoring CalHome applications in other geographic areas.
vi. If the last-ranked CalHome application requests more CalHome funds than remain, that Project will, conditioned upon the availability of additional funding, receive an augmentation of CalHome funds and be fully funded.

February 18, 2025 Special & Regular CC Mtg Page 156 of 424 California Department of Housing and Community Development Page 19 2024 Homeownership SuperNOFA (HOSN)
D. Negative Points and Disencumbrance of Awards

1. The Department’s Negative Points Policy (Administrative Notice Number 2022- 01), published on the Department’s website, is hereby incorporated by this reference to the HOSN as if set forth in full herein, and shall apply with equal force as all other provisions set forth herein. If the Applicant is subject to a negative points assessment based on the criteria outlined in the Department’s Negative Points Policy, or is determined to be ineligible for funding, the Department shall notify the Applicant in writing in the initial point score letter.

2. Funds awarded under this HOSN may be disencumbered by the Department as set forth in §603 of the Guidelines.

III. Application Submission and Review Procedures
A. Application Submission Process
Application materials must be submitted electronically via the application portal.

The portal link, and requirements for submitting the HOSN application and required supporting documentation including for Applicants seeking funding under the Community-Based Developer target, can be found on the Department’s Homeownership Super NOFA (HOSN) website. Please name each supporting document with the name of the document. For example, when uploading a CalHome Loan Servicing Plan, name the document “CalHome Loan Servicing Plan.” The application instructions and submittal portal will be available beginning December 13, 2024.

Applicants must upload and submit all application materials to the application portal no later than 4:00 p.m. Pacific Time on February 14, 2025.

Applications that do not meet the filing deadline will not be eligible for funding.

Applications must be on HCD’s forms and cannot be altered or modified by the Applicant. It is the Applicant’s responsibility to ensure the application is clear, complete, and accurate. Excel forms must be submitted in Excel format, not a PDF document.

B. Application Workshops
The Department will conduct a recorded webinar application workshop for the Homeownership HOSN. Please go to the Homeownership Super NOFA (HOSN) website for the dates and locations and to register.

C. Disclosure of Application
Information provided in the application will become a public record available for review by the public, pursuant to the California Public Records Act (Chapter 1473, Statutes of 1968). As such, any materials provided will be disclosable to any February 18, 2025 Special & Regular CC Mtg Page 157 of 424 California Department of Housing and Community Development Page 20 2024 Homeownership SuperNOFA (HOSN)
person making a request under this Act. The Department cautions Applicants to use discretion in providing information not specifically requested, including but not limited to, bank account numbers, personal phone numbers and home addresses.

By providing this information to the Department, the Applicant is waiving any claim of confidentiality and consents to the disclosure of submitted material upon request.

IV. Evaluation Criteria
A. Base Criteria
Each CalHome and Serna application considered for funding shall be rated using the following criteria and maximum possible rating points:

Criteria Maximum
Points
Capability to operate the proposed program, administer and conduct the Self-Help Technical Assistance Project, or develop the type of Homeownership Project proposed in the application
Number of units or projects assisted within the last four years:
• For Mortgage Assistance, Owner-Occupied Rehabilitation, CalHome ADU/JADU, and Serna Acquisition of Manufactured Housing Programs:
 2 – 5 units ~ 20 points
 6 – 10 units ~ 30 points
 11 or more units ~ 40 points
• For Technical Assistance for Self-Help Housing Projects:
 2 – 10 units ~ 20 points
 11 – 20 units ~ 30 points
 21 or more units ~ 40 points
• For CalHome Technical Assistance for Shared Housing
Programs:
 2 units ~ 20 points
 3 – 4 units ~ 30 points
 5 or more units ~ 40 points
• For Homeownership Development Project Loans:
 2 projects ~ 20 points
 3 – 4 projects ~ 30 points
 5 or more projects ~ 40 points
40 February 18, 2025 Special & Regular CC Mtg Page 158 of 424 California Department of Housing and Community Development Page 21 2024 Homeownership SuperNOFA (HOSN)
Community Need in a geographic area for the proposed Local Program or project will be based on the following factors:

For Mortgage Assistance Programs, Technical Assistance for SelfHelp Housing Projects, CalHome Technical Assistance for Shared Housing Programs, CalHome ADU/JADU Programs, Serna
Acquisition of Manufactured Housing Programs, and
Homeownership Development Project Loans:
• Housing affordability in the geographic area: The ratio of the current median sales price of a single-family home to the AMI for a four-person Household in the county in which the program or project is located. The current median sales price is the most recent available from the California Association of Realtors as of the NOFA date, and the AMI is updated on an annual basis by the Department;
• Percent of renter Households that are low income: The percent of Households in renter-occupied housing with incomes below 80 percent of AMI, as reported in the most recent HUD
Comprehensive Housing Affordability Strategy U.S. Census Bureau American Community Survey (HUD CHAS) data;
• Percent of renter Households occupying overcrowded housing:

The percent of renter-occupied housing units with more than 1.5 occupants per room, as reported in the most recent HUD CHAS data; and
• Rental vacancy rate: The percent of rental housing units that are currently vacant, as reported in the most recent HUD CHAS data.

For Owner-Occupied Rehabilitation Programs:
• Percent of homeowner Households that are in poverty: The percent of families in Owner-Occupied housing with incomes below the federal poverty line, as reported in the most recent American Community Survey (ACS) data; and
• Percent of homeowner Households that are low income: The percent of Households in Owner-Occupied housing with
incomes below 80 percent of AMI, as reported in the most recent HUD CHAS data.
15 Feasibility in a geographic area for the proposed Local Program or project will be based on the following factors:

For Mortgage Assistance Programs:
• Affordability of Homeownership relative to renting: The ratio of 15 February 18, 2025 Special & Regular CC Mtg Page 159 of 424 California Department of Housing and Community Development Page 22 2024 Homeownership SuperNOFA (HOSN)
median Monthly Housing Costs for Owner- Occupied housing units with a Mortgage to median Monthly Housing Costs for renter-occupied housing units, as reported in the most recent ACS data;
• Availability of homes for sale relative to the proposed lending activity: The ratio of the following:
o The number of home sales in the most recent previous 12- month period for which data is available priced below the current median sales price of a single-family home in the county in which the program is located;
o The number of Loans that the Applicant expects to provide in the program.

For Owner-Occupied Rehabilitation Programs and CalHome
ADU/JADU Programs:
• Age of the housing stock: The percent of Owner- Occupied housing units over 30 years old, as reported in the most recent ACS data; and
• Percent of homeowner Households occupying overcrowded housing: The percent of Owner-Occupied housing units with more than 1.5 occupants per room, as reported in the most recent HUD CHAS data.

For CalHome Technical Assistance for Shared Housing Programs:
• Incidence of severe cost burden for low-income renters: The percent of Households in renter-occupied housing units
spending 50 percent or more of income on housing
expenses, as reported in the most recent HUD CHAS data; and
• Rental vacancy rate: The percent of rental housing units that are currently vacant, as reported in the most recent HUD CHAS data
For Serna Acquisition of Manufactured Housing Programs:
• All applications for this activity will receive 10 points for feasibility because the likelihood that they will acquire Manufactured Homes is absolute.
• Applicants who can demonstrate that they have site control over land zoned appropriately on which to place all of the acquired Manufactured Homes for which they are applying for funding will receive the full 15 points.

For Technical Assistance for Self-Help Housing Programs, Homeownership Development Project Loans, Mortgage Assistance Programs for housing newly constructed by the Applicant using February 18, 2025 Special & Regular CC Mtg Page 160 of 424 California Department of Housing and Community Development Page 23 2024 Homeownership SuperNOFA (HOSN)
funds other than CalHome or Serna funds for sale to first-time homebuyers, and Mortgage Assistance Programs for housing newly acquired and substantially rehabilitated by the Applicant using funds other than CalHome or Serna funds for sale to firsttime homebuyers:
• These programs and projects receive full points for feasibility.

Since these programs and projects create new affordable housing units, the likelihood that they will successfully and feasibly provide affordable homes to low-income households is absolute.

Contributes to Community Revitalization
A Program or Project receive points if all Units to be assisted with Program funds are, or will be, located within at least one of the following:
▪Federal Promise Zone,
▪Choice Neighborhood Initiative Area,
▪Opportunity Zone,
▪Federally designated Justice40 Initiative disadvantaged community
▪High- or Highest-Resource Area on TCAC Opportunity Area Map 10 Volunteer Labor, Self-Help Labor, or Youth Construction Skills Training Applicants applying for Homeownership Development Project Loans or Self-Help Technical Assistance Homeownership Projects, or a Mortgage Assistance Program for housing newly constructed by the Applicant using funds other than CalHome or Serna funds, or for housing newly acquired and substantially rehabilitated by the Applicant using funds other than CalHome, or Serna funds for sale to first-time homebuyers, will receive 5 points if:
• The Applicant utilizes Volunteer Labor or Self-Help Construction labor, where a minimum of five hundred
(500) hours of on-site construction labor per assisted unit is provided; or
• The Applicant utilizes labor provided by youth participating in a construction skills training program, where a minimum of five hundred (500) hours of on-site construction labor per assisted unit is provided. The five hundred (500) hours of construction training labor shall be provided by the 16- to 24-year-old program participants.
5 Increases Affordable Housing Supply
Applicants applying for any of the following activities will receive 3 5 February 18, 2025 Special & Regular CC Mtg Page 161 of 424 California Department of Housing and Community Development Page 24 2024 Homeownership SuperNOFA (HOSN)
points for supporting the state policy goal of increasing the supply of affordable housing:
• Homeownership Development Project Loans
• Mortgage Assistance Programs for housing newly constructed by the Applicant using funds other than CalHome or Serna funds, or for housing newly acquired and substantially
rehabilitated by the Applicant using funds other than CalHome or Serna funds for sale to first-time homebuyers
• Self-Help Technical Assistance Homeownership Projects • CalHome ADU/JADU Programs
• Serna Acquisition of Manufactured Housing Programs.

An additional two points will be awarded to applications receiving 3 points as outlined above where the Applicant can demonstrate the new development will be located on an infill site as defined in Health and Safety Code Section 53559(d)(3)(B). Applicants must provide a detailed map, including cross streets, showing exactly where the infill site is located.

Number of Prospective Households Served
For all activities, the score shall be:
 1-10 prospective households ~ 1 point
 11-14 prospective households ~ 2 points
 15-19 prospective households ~ 3 points
 20-24 prospective households ~ 4 points
 25 or more prospective households ~ 5 points
For Technical Assistance for Self-Help Housing Programs, Homeownership Development Project Loans, Mortgage Assistance Programs for housing newly constructed by the Applicant using funds other than CalHome or Serna funds for sale to first-time homebuyers, and Mortgage Assistance Programs for housing newly acquired and substantially rehabilitated by the Applicant using funds other than CalHome or Serna funds for sale to firsttime homebuyers:
• The number of prospective households served will be equal to the number of housing units assisted.

For Mortgage Assistance Programs, Owner-Occupied Rehabilitation Programs, CalHome ADU/JADU Programs, and Serna Acquisition of Manufactured Housing Programs:
• The number of prospective households served will be equal to the total program funds requested (not including
Homebuyer Education funds or administrative costs) divided 5 February 18, 2025 Special & Regular CC Mtg Page 162 of 424 California Department of Housing and Community Development Page 25 2024 Homeownership SuperNOFA (HOSN)
by the maximum allowable loan amount for the activity.

There is no way to know in advance how large of a loan
each assisted household will need; assuming the maximum allowable loan amount allows for a fair comparison.

For CalHome Technical Assistance for Shared Housing Programs:
• The number of prospective households served will be equal to the total program funds requested divided by $3,000.

Prohousing Designation
Points will be awarded to Projects or Programs that are located in jurisdictions that have received a Prohousing Designation or that have applied for a Prohousing Designation by the application due date and are certified by the Department within 45 days after the application due date.
5 Maximum Total Points 100
B. Serna Specific Criteria
Applications for Serna funding will also be evaluated on the following additional factors:

Serna Program Criteria Maximum
Points
Farmworker Need
Points will be awarded based on the number of Office of Migrant Services (OMS) Migrant Family Housing Centers in the geographic area for the proposed Local Program or project, as identified in the Department’s OMS Program Directory:
 1 OMS Center ~ 10 points
 2 OMS Centers ~ 20 points
 3 or more OMS Centers ~ 30 points
30 C. Tiebreaker
In the event of tied point scores, the following tiebreakers shall be used to determine the ranking, in the order listed:

1. The Community Need point score

2. The Capability point score

3. The Feasibility point score

4. The total number units to be assisted

5. The award amount requested most closely matches remaining funds available and fully expends available funds. The Applicant may receive a partial award.

6. Applicant has not received a CalHome or Serna Homeownership award in the past three years
February 18, 2025 Special & Regular CC Mtg Page 163 of 424 California Department of Housing and Community Development Page 26 2024 Homeownership SuperNOFA (HOSN)
V. Appeals
A. Basis of Appeals

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

2. At the sole discretion of the Department, the Department’s written determination may include a request for clarifying and/or corrective information. For purposes of this section, “clarifying information” includes information and/or documentation that resolves ambiguities in any application materials that will inform the Department’s threshold, scoring and feasibility determinations.

3. No Applicant shall have the right to appeal a decision of HCD relating to another Applicant’s application (e.g., eligibility, award).

4. Any request to appeal HCD’s decision regarding an application shall be reviewed for compliance with the Guidelines and this HOSN. All decisions rendered shall be made by the Program Manager or his/her designee. The decision shall be final, binding, and conclusive, and shall constitute the final action of HCD.

5. The appeal process provided herein applies solely to the decision of the Department made pursuant to this HOSN.

B. Appeal Process and Deadlines

1. Process
To file an appeal, Applicants must submit to HCD, by the deadline set forth below, a written appeal which states all relevant facts, arguments, and evidence upon which the appeal is based. Furthermore, the Applicant must provide a detailed reference to the area or areas of the application that provide clarification and substantiation for the basis of the appeal. No new or additional information will be considered if this information would result in a competitive advantage to an Applicant. Once the written appeal is submitted to the Department, no further information or materials will be accepted or considered thereafter. Appeals are to be submitted to HCD at [email protected] according to the deadline set forth in HCD review letters.

2. Filing Deadline
Appeals must be received by HCD no later than five business days from the date of HCD’s threshold review, or initial score letters, representing HCD’s decision made in response to the application.

C. Decision
Any request to appeal HCD’s decision regarding an application shall be February 18, 2025 Special & Regular CC Mtg Page 164 of 424 California Department of Housing and Community Development Page 27 2024 Homeownership SuperNOFA (HOSN)
reviewed for compliance with the Guidelines and this NOFA. All decisions rendered shall be final, binding, and conclusive, and shall constitute the final action of HCD.

VI. Award Announcements and Contracts
A. Award Announcements
The Department will announce program awards on the Homeownership Super NOFA (HOSN) website.

B. Contracts
Recipient(s) will enter into a Standard Agreement with the Department. The Standard Agreement will contain relevant state contracting and program requirements, specific information about the Award, the work to be performed, a project/program timeline, and any special conditions required to make the project feasible (Guidelines §600).

The Recipient(s) shall remain a party to the Standard Agreement for the agreement’s entire term. The Standard Agreement allows a maximum of 36-months from the date the Standard Agreement is fully executed by all parties to expend funds, except for Homeownership Project Developments which are allowed a maximum of 60 months (Guidelines §603).

The Department may exercise its reasonable discretion to disencumber funds or to grant an extension of time for completion (Guidelines §603). Any extensions are subject to any and all applicable encumbrances, deadlines, and limitations, including, but not limited to, HSC §54006(g). Documentation to support the Recipient’s expenditure of funds shall be received prior to the contract expiration date. The Standard Agreement expires at the end of 42 months from the date the Standard Agreement is fully executed by all parties (or 66 months for Homeownership Project Developments), unless extended. Recipients remain subject to the terms of the 20-year Monitoring Agreement (Guidelines §600).

VII. Other State Requirements
The Recipient agrees to comply with all applicable state and federal laws, rules, Guidelines, and regulations that pertain to health and safety, labor, fair employment practices, equal opportunity, and all other matters applicable to the program or project, the Recipient, its contractors or subcontractors, and any Loan or Grant activity, including without limitation the following:
i. Guidelines §204 Local Program/Project Administration ii. Guidelines §209 State and Federal Laws, Rules, Guidelines and Regulations iii. Guidelines §400.7 Homeownership Development Project Requirements February 18, 2025 Special & Regular CC Mtg Page 165 of 424 California Department of Housing and Community Development Page 28 2024 Homeownership SuperNOFA (HOSN)
Where the proposed program or project type presents a fair housing issue (e.g., Serna housing), the Department reserves discretion to require a fair housing legal opinion.

A. Shared Parking
Applicants for Homeownership Development Project Loans shall examine the feasibility of shared parking agreements to replace new parking construction or limit the number of new parking spaces that will be constructed. An examination of the feasibility of shared parking shall include, at a minimum, identification of parking facilities on contiguous properties or nearby properties that would not require users to cross a street and then consideration of the apparent availability of those facilities for shared parking. (Government Code 65863.1(i)). Applicants shall submit the examination of the feasibility of shared parking at the time of application. Tribal Entities are not required to examine the feasibility of shared parking for Homeownership Development Projects located in Indian Country where an Indian tribe exercises jurisdiction.

B. Other Terms and Conditions

1. Right to Modify or Suspend
The Department reserves the right, at is sole discretion, to suspend, amend, or modify the provisions of this HOSN at any time, including without limitation, the amount of funds available hereunder. If such an action occurs, the Department will notify all interested parties via the Department’s Homeownership email list and will post the revisions to the Homeownership Super NOFA (HOSN) website. Please be sure and subscribe to the Homeownership email list.

2. Conflicts
It is the duty and responsibility of the Applicant to review any funding source they obtain for a Project to ensure each of the requirements for those funding sources are compatible with Department program requirements.

In the event of any conflict between the terms of this HOSN and the Guidelines, state law, federal law, applicable regulation(s), or any number of them (collectively, “Controlling Law”), the Controlling Law shall prevail. Applicants are deemed to have fully read and understand all applicable state and federal laws, regulations, and Guidelines pertaining to the relevant Program, and understand and agree that the Department shall not be responsible for any errors or omissions in the preparation of this HOSN.

February 18, 2025 Special & Regular CC Mtg Page 166 of 424 CalHome
2024 Program Guidelines
Gavin Newsom, Governor
State of California
Tomiquia Moss, Secretary
Business, Consumer Services and Housing Agency
Gustavo Velasquez, Director
California Department of Housing and Community Development 651 Bannon Street, Suite 400, Sacramento, CA 95811
Website: http://www.hcd.ca.gov
Email: [email protected]
December 12, 2024
ATTACHMENT C"
February 18, 2025 Special & Regular CC Mtg Page 167 of 424

CALHOME
2024 PROGRAM GUIDELINES
Table of Contents
ARTICLE I. GENERAL OVERVIEW...................................................................................................................... 1 Section 100. Purpose and Scope ....................................................................................................................... 1 Section 101. Definitions...................................................................................................................................... 2 ARTICLE II. GENERAL PROGRAM REQUIREMENTS......................................................................................... 3 Section 200. Eligible Applicants.......................................................................................................................... 3 Section 201. Eligible Activities ............................................................................................................................ 4 Section 202. Eligible and Ineligible Uses of Funds.............................................................................................. 5 Section 203. Eligible Households........................................................................................................................ 5 Section 204. Local Program/Project Administration............................................................................................ 6 Section 205. Homebuyer Education Requirements ............................................................................................. 8 Section 206. Loan Servicing Requirements ........................................................................................................ 9 Section 207. Reuse Account Requirements .....................................................................................................10 Section 208. Threshold Requirements..............................................................................................................11 Section 209. State and Federal Laws, Rules, Guidelines and Regulations.......................................................12 ARTICLE III. HOMEOWNERSHIP/HOMEBUYER LOAN REQUIREMENTS.......................................................14 Section 300. Maximum Homeowner/Homebuyer Loan amounts.......................................................................14 Section 301. Homeowner/Homebuyer Loan terms ............................................................................................14 Section 302. Homeowner/Homebuyer Loan-to-Value Limits .............................................................................16 ARTICLE IV. PROGRAM REQUIREMENTS.......................................................................................................18 Section 400 Homeownership Development Project Loan .................................................................................18 Section 400.1 Eligible Applicant...........................................................................................................18 Section 400.2 Eligible Costs ................................................................................................................18 Section 400.3 Site Control ...................................................................................................................19 Section 400.4 Maximum Homeownership Development Project Loan Amount ...................................19 Section 400.5 Homeownership Development Project Loan Terms......................................................20 Section 400.6 Homeownership Development Project Loan-to-Value Limits ........................................21 Section 400.7 Homeownership Development Project Requirements...................................................21 Section 401 Self-Help Technical Assistance Project.........................................................................................22 Section 401.1 Eligible Applicant...........................................................................................................22 Section 401.2 Eligible Costs ................................................................................................................22 Section 401.3 Self-Help Technical Assistance Administrative Requirements ......................................23 Section 402 Mortgage Assistance Program......................................................................................................23 Section 402.1 Eligible Applicant...........................................................................................................23 Section 402.2 Eligible Costs ................................................................................................................24 Section 402.3 Administrative Requirements ........................................................................................24 February 18, 2025 Special & Regular CC Mtg Page 168 of 424 Section 402.4 Underwriting Requirements. ..........................................................................................25 Section 403 Owner-Occupied Rehabilitation ....................................................................................................26 Section 403.1 Eligible Applicant...........................................................................................................26 Section 403.2 Eligible Costs ................................................................................................................27 Section 403.3 Administrative Requirements.........................................................................................28 Section 403.4 Owner-Occupied Underwriting and Construction Requirements ....................................28 Section 404 Shared Housing Programs............................................................................................................29 Section 404.1 Eligible Applicant...........................................................................................................29 Section 404.2 Eligible Costs ................................................................................................................29 Section 404.3 Administration Requirements........................................................................................29 Section 405 ADU/JADU Programs ...................................................................................................................30 Section 405.1 Eligible Applicant...........................................................................................................30 Section 405.2 Eligible Costs ................................................................................................................31 Section 405.3 ADU/JADU Programs Administration Requirements. ....................................................31 Section 405.4 ADU/JADU Programs Underwriting and Construction Requirements ...........................31 ARTICLE V. APPLICATION PROCEDURES ......................................................................................................33 Section 500. Application Process .....................................................................................................................33 Section 501. Application Requirements ............................................................................................................33 Section 502. Selection Process ........................................................................................................................34 Section 503. Appeals Process..........................................................................................................................35 Article VI. PROGRAM OPERATIONS .................................................................................................................35 Section 600. Legal Documents.........................................................................................................................35 Section 601. Disbursement of Loan and Grant Funds.......................................................................................38 Section 602. Reporting Requirements...............................................................................................................39 Section 603. Performance Goals ......................................................................................................................40 Section 604. Defaults and Loan Cancellations ..................................................................................................42 APPENDIX A- DEFINITIONS..............................................................................................................................43 APPENDIX B- Tribal Eligibility.............................................................................................................................56 February 18, 2025 Special & Regular CC Mtg Page 169 of 424 Department of Housing and Community Development Page 1 of 57 CalHome Program Guidelines (2024)
ARTICLE I. GENERAL OVERVIEW
Section 100. Purpose and Scope
(a) These CalHome Program Final Guidelines (the “Guidelines”) implement and interpret, Chapter 6 (commencing with §50650) of Part 2 of Division 31, Health and Safety Code (H.S.C.), which establishes the CalHome Program administered by the California Department of Housing and Community Development (the “Department” or HCD) and Chapter 2 (commencing with §54006) of Part 16 of Division 31, H.S.C..
(b) These Guidelines implement Assembly Bill (AB) 434 (Chapter 192, Statutes of 2020), which amends H.S.C. §50517.5. AB 434 requires the Department to harmonize the Joe Serna, Jr. Farmworker Housing Grant Program (the “Serna Program”) with the CalHome Program in the following four respects: (1) Serna Program funds are to be made available at the same time as CalHome Program funds; (2) Serna Program applications are to be rated and ranked in a manner consistent with CalHome Program applications; (3) Serna Program funds are to be administered consistent with the CalHome Program, and; (4) Serna Program Loan terms are to be consistent with CalHome Program Loan terms to the greatest extent possible.
(c) These Guidelines establish terms, conditions and procedures for the Award and disbursement of funds allocated to the CalHome Program pursuant to H.S.C. §54006(g).
(d) These Guidelines apply only to funds made available through H.S.C. §54006(g) and do not apply to funds made available to the CalHome Program authorized by Chapter 6 (commencing with §50650) prior to the adoption of H.S.C. §54006(g). (e) The requirements set forth in these Guidelines are subject to AB 1010 (Stats.2019, c. 660), which is set forth in H.S.C. §50406, subdivision (p). Accordingly, and pursuant to H.S.C. §50406, subdivision (p), (a) where the provisions of tribal law, tribal governance, tribal charter, or difference in Tribal Entity or agency legal structure would cause a violation or not satisfy the requirements of these Guidelines, said requirements may be modified as necessary to ensure program compatibility; and (b) where provisions of tribal law, tribal governance, tribal charter, or difference in Tribal Entity or agency legal structure create minor inconsistencies (as determined by the Director of the Department or a duly authorized designee thereof) with the requirements set forth in these Guidelines, the Department may waive said requirements, as deemed necessary, to avoid an unnecessary administrative burden. Matters set forth or otherwise provided for in these Guidelines that may be modified or waived include, without limitation, threshold requirements and any other matters set forth in H.S.C. §50406, subdivision (p)(2). Please note that AB 1010 does not automatically operate to obviate, or otherwise modify, any provision(s) of these Guidelines. To the extent that a Tribal Entity applicant believes that AB 1010 is applicable to such Tribal Entity, their Application, the Project to which their Application relates, or any number of them, it is recommended that such Tribal Entity applicant submit an AB February 18, 2025 Special & Regular CC Mtg Page 170 of 424 Department of Housing and Community Development Page 2 of 57 CalHome Program Guidelines (2024)
1010 waiver request to the Department before applications are due under the applicable NOFA to ensure that the Department has adequate time to review such waiver request and render a decision granting, or rejecting, the request NOTE: Authority cited: §50406(n), 50406(p), 50650.2, 50650.7, and 54014, H.S.C..

Reference: 50650.3, 50650.4, 50650.5, 50650.7, and H.S.C. §54006(g).

Section 101. Definitions
In addition to the definitions found in Chapter 2 (commencing with §50050), of Part 1 of Division 31, H.S.C., the definitions in Appendix A of these Guidelines shall apply to this subchapter.

In the event of a conflict, the definitions in Appendix A of these Guidelines shall prevail for the purposes of these Guidelines and application. The defined terms will be capitalized as they appear in the guideline text. References to sections herein refer to sections of these Guidelines unless otherwise noted.

February 18, 2025 Special & Regular CC Mtg Page 171 of 424 Department of Housing and Community Development Page 3 of 57 CalHome Program Guidelines (2024)
ARTICLE II. GENERAL PROGRAM REQUIREMENTS
Section 200. Eligible Applicants
To be eligible to apply for funding, the Applicant shall be a Local Public Entity, Local Public Agency, Tribal Entity, or Nonprofit Corporation. Appendix B of these Guidelines contains more details on tribal eligibility.
(a) Geographic restrictions
(1) A Local Public Entity that is not a Tribal Entity shall only be eligible to apply for an Award of CalHome Program funds for a Local Program or project located within its jurisdictional boundaries. A Tribal Entity shall be eligible to apply for an award of CalHome program funds for a Local Program or project located anywhere within the state of California, as long as the Tribal Entity has provided documentation establishing site control.
(2) A Nonprofit Corporation or Tribally Designated Housing Entity shall only be eligible to apply for an Award of CalHome Program funds for a program or project if it has developed a project or operated a housing program in California within the past two years or if the Nonprofit Corporation or Tribally Designated Housing Entity has an existing 523 Self-Help Technical Assistance Grant Agreement with the United States Department of Agriculture (USDA).
(b) Stability and capacity
(1) To be eligible for funding, the Applicant shall demonstrate to the Department’s satisfaction that it has sufficient organizational stability and capacity to carry out the Activity for which it is requesting funds.
(2) In order to demonstrate organizational stability, the Applicant shall have been operating as a housing Developer or housing program administrator for a minimum of two years prior to the date of application. In cases of Tribal Entities, the Department may consider any experience a Tribal Entity has with the Indian Home Loan Guarantee program under Section 184 of the Housing and Community Development Act of 1992. An Applicant may subcontract with an Administrative Subcontractor to qualify toward the organizational stability and experience requirement. The Administrative Subcontractor may be located anywhere within the state of California. A legally binding agreement between the Applicant and the Administrative Subcontractor must be submitted with the application. Multiple Applicants may establish a consortium (provided there is a legally binding agreement between the parties) with a single Administrative Subcontractor. One Applicant shall apply on behalf of other entities in a consortium. In the event that an Administrative Subcontractor cannot fulfill, or fails to fulfill, its obligations under the applicable legally binding agreement for the full term thereof, a CalHome February 18, 2025 Special & Regular CC Mtg Page 172 of 424 Department of Housing and Community Development Page 4 of 57 CalHome Program Guidelines (2024)
Recipient must secure a new Administrative Subcontractor and provide HCD a new legally binding agreement within 90 days of when the previous legally binding agreement terminated. The new Administrative Subcontractor is obliged to fulfill the same experience requirements as the previous Administrative Subcontractor. The Recipient is required to submit this new legally binding agreement and experience documentation to HCD for approval. If an Applicant does not have a legally binding agreement in place and approved by HCD, within 90 days of losing their Administrative Subcontractor, their CalHome awarded funds will be disencumbered. (3) A Nonprofit Corporation must be a corporation whose exempt purposes for the two years prior to the date of application have included the activity for which it is applying.
(4) A Nonprofit Corporation shall also demonstrate financial stability to the Department’s satisfaction through audited financial statements submitted for Department review as part of its application for funding. (A) An Applicant shall also meet the additional stability and capacity requirements set forth in these Guidelines for the specific activity for which it is applying.
(5) To the extent necessary to address a presidential declaration of disaster or emergency, or a “state of emergency” or a “local emergency” declared by the Governor under GC §8571, the Department may alter or waive state-required criteria set forth in this subsection (b), to the extent otherwise allowed by law. (c) Reporting requirements
(1) Recipients shall submit outstanding reports from previous CalHome Program Awards to the Department by the application date (as specified in the NOFA).

Failure to submit the reports by the application date will make the Recipients ineligible for a CalHome Program Award.
(d) Community-Based Developers
(1) Solely for the purpose of applying to the Community-Based Developer funding target, a Community-Based Developer shall only qualify as an eligible Applicant if the Community-Based Developer meets the experience requirements set forth in Appendix A.

NOTE: Authority cited: §50406(n), 50650.2, H.S.C. and 50650.7, H.S.C., Reference:
50650.3, 50650.4, 50650.5, and 50650.7, H.S.C., HSC §50104.6.5, 25 USC 4103; HSC § 50517.5(e).

Section 201. Eligible Activities
Eligible Activities are:

February 18, 2025 Special & Regular CC Mtg Page 173 of 424 Department of Housing and Community Development Page 5 of 57 CalHome Program Guidelines (2024)
(a) Homeownership Development Project Loans
(b) Self-Help Technical Assistance
(c) Mortgage Assistance
(d) Owner-Occupied Rehabilitation
(e) Shared Housing
(f) Accessory Dwelling Units/Junior Accessory Dwelling Units Section 202. Eligible and Ineligible Uses of Funds
(a) Eligible uses of funds for specific activities are set forth in the Guideline provisions that directly address each activity.
(b) CalHome Program funds shall not be used for any of the following costs that may be incurred in the Local Program or the project:
(1) Refinancing of existing Loans with CalHome Program funds, except CalHome Program funds may be used for site acquisition bridge Loans with a term of 36 months or less on Homeownership Development Projects.
(2) Costs associated with the Rehabilitation or repair of property owned by a Mobilehome Park owner.
(3) Offsite improvements (improvements outside the boundaries of the subdivision or individual parcels for scattered site development). (4) Unit construction costs, except in Owner-Occupied Rehabilitation or ADU/JADU Local Programs. Construction Period Expenses for development of new Homeownership Development Projects are permitted; such Construction Period Expenses do not include unit construction costs. (5) Recurring Loan closing costs.
(6) Payoff of all or any portion of a Borrower’s consumer debt, liens, or judgments. (7) Self-Help Technical Assistance Grant funds may not be used to pay for purchase of land, materials, tools, and construction equipment or for any costs of construction.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b), H.S.C.

Section 203. Eligible Households
To be eligible to receive the benefits of CalHome Program funding, an individual Household shall:

February 18, 2025 Special & Regular CC Mtg Page 174 of 424 Department of Housing and Community Development Page 6 of 57 CalHome Program Guidelines (2024)
(a) Be a Lower-Income Household, when considering the Annual Income of all Household residents 18 years old or older. When calculating income eligibility, Applicants shall refer to Chapter 3 of the Income Calculation and Determination Guide for Federal Programs. For Tribal Entity Applicants, calculating income eligibility shall be determined in accordance with 25 U.S.C. §4103. For Shared Housing Match services, where the provider is Elderly, the income of nonoccupying children who are on title will not be counted; (b) Be a Moderate-Income Household that is a victim of a disaster, when considering the Annual Income of all Household residents 18 years old or older. When calculating income eligibility, Applicants shall refer to Chapter 3 of the Income Calculation and Determination Guide for Federal Programs. For Tribal Entity Applicants, calculating income eligibility shall be determined in accordance with 25 U.S.C. §4103. For Shared Housing Match services, where the provider is Elderly, the income of non-occupying children who are on title will not be counted; (c) Include as Borrowers on the CalHome Program promissory note all persons who will be or are on title to the property; and
(d) Either:
(1) In the case of a Rehabilitation Loan or if receiving Shared Housing Match services, be an owner-occupant and intend to continue occupying the home as a principal place of residence; or
(2) In the case of an ADU/JADU Loan, be an owner-occupant and intend to either continue occupying the primary residence as a principal place of residence or occupy the ADU/JADU as a principal place of residence; or (3) In the case of a Mortgage Assistance Loan or if receiving Self-Help Technical Assistance services, be a First-Time Homebuyer and intend to occupy the home as a principal place of residence.
(e) Residents of an ADU or a JADU shall not be considered as part of the Household receiving CalHome Program funding for purposes of this section. If the Borrower will occupy an ADU or a JADU, then the residents of the primary unit shall not be considered as part of the Household receiving CalHome Program funding for purposes of this section.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C., Reference: 50650(c) and 50650.3, H.S.C.

Section 204. Local Program/Project Administration
(a) The Recipient shall implement the Local Program or project and be responsible for the following activities:

February 18, 2025 Special & Regular CC Mtg Page 175 of 424 Department of Housing and Community Development Page 7 of 57 CalHome Program Guidelines (2024)
(1) Marketing the Local Program or project;
(2) Determination of a Household’s income-eligibility pursuant to the income requirements of §203 of these Guidelines;
(3) Where applicable, based on the nature of the Local Program or project, compliance with the following requirements:
(A) §205 Homebuyer Education requirements;
(B) §206 Loan servicing requirements;
(C) §207 Reuse Account requirements;
(D) §401.3 Self-Help Technical Assistance Administration requirements; (E) §402.3 Mortgage Assistance administration requirements; (F) §402.4 Mortgage Assistance underwriting requirements; (G) §403.3 Owner-Occupied Rehabilitation administration requirements; (H) §403.4 Owner-Occupied Rehabilitation underwriting and construction requirements;
(I) §404.3 Shared Housing Program administration requirements; (J) §405.4 ADU/JADU underwriting and construction requirements; (K) §405.3 ADU/JADU Program administration requirements. (4) For Mortgage Assistance or Owner-Occupied Rehabilitation Loans, disbursing funds on behalf of Borrowers at time of property acquisition or during Rehabilitation;
(5) Maintaining complete and accurate records of all CalHome Program Loan disbursements and repayments to ensure adherence to proper accounting procedures for the CalHome Program Loans, which may be verified by the Department and may be subject to a fiscal and programmatic audit; (6) Complying with reporting requirements pursuant to §602; and (7) Complying with all other Locality and/or Nonprofit Corporation requirements as set forth in these Guidelines and all applicable federal and state regulations.
(b) The Recipient shall adopt a written nondiscrimination policy requiring that no person shall, on the grounds of race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, February 18, 2025 Special & Regular CC Mtg Page 176 of 424 Department of Housing and Community Development Page 8 of 57 CalHome Program Guidelines (2024)
familial status, source of income, disability, age, medical condition, genetic information, citizenship, primary language, immigration status (except where explicitly prohibited by federal law), arbitrary characteristics, and all other classes of individuals protected from discrimination under federal or state fair housing laws, individuals perceived to be a member of any of the preceding classes, or any individual or person associated with any of the preceding classes be excluded from participation in, be denied the benefits of, or be subjected to discrimination under, any program or activity funded in whole or in part with Program funds. (1) Notwithstanding the foregoing and subparagraph (c) below, a Tribal Entity Recipient may implement a preference for Indians and tribal members in connection with any Eligible Activities undertaken within Indian Country in accordance with applicable tribal or federal law.
(2) A Tribal Entity Recipient may also implement a preference for Indians and tribal members for procurement in connection with any Eligible Activities undertaken within Indian Country in accordance with applicable tribal or federal law.
(c) To the extent applicable and unless preempted by federal law, the Recipient shall comply with all applicable state and federal laws, rules, guidelines, and regulations that pertain to nondiscrimination and fair housing. Such laws include, without limitation, the requirements of Title VI of the Civil Rights Act of 1964 (42 U.S.C. § 2000d et seq.); the Americans with Disabilities Act of 1990; the Fair Housing Act; the Fair Housing Amendments Act of 1988; the California Fair Employment and Housing Act; the Unruh Civil Rights Act; Government Code §11135; §504 of the Rehabilitation Act of 1973; and all regulations promulgated pursuant to those statutes.
(d) Recipient is prohibited from conditioning any prospective or current lenders or Borrower’s, access to (or use of) CalHome Program funds upon payment of any fee(s), fine(s), or other charge(s) to Recipient (e.g., Recipient is prohibited from requiring a first mortgage lender to pay Recipient a fee in order for such lender to make a loan to a Borrower who is utilizing CalHome Program Mortgage Assistance funds for its down payment).

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b), 50650.4 and 50650.7, H.S.C.

Section 205. Homebuyer Education Requirements
(a) Homebuyer Education shall be provided to all homebuyers receiving a CalHome Program Mortgage Assistance Loan and to all Self-Help Construction participants being assisted under a CalHome Program Self-Help Technical Assistance Grant.

For each home purchase completed by an assisted Household, the CalHome Program shall provide a Grant of up to a maximum amount as published in the latest NOFA per assisted Household toward the cost of the Homebuyer Education, provided the following conditions are met:

February 18, 2025 Special & Regular CC Mtg Page 177 of 424 Department of Housing and Community Development Page 9 of 57 CalHome Program Guidelines (2024)
(1) Homebuyer Education curriculum shall be pre-approved by the Department and, at a minimum, shall include the following topics:
(A) Preparing for Homeownership;
(B) Available financing and credit analysis;
(C) Loan closing and homebuyer responsibilities;
(D) Home maintenance and Loan servicing.
(2) A certificate of successful completion of Homebuyer Education shall be issued to each prospective homeowner and a copy submitted to the Department.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), H.S.C.

Section 206. Loan Servicing Requirements
(a) Recipients shall develop and employ a Loan servicing plan that has been submitted to and approved by the Department as addressing the following topics:
(1) Process for monitoring the requirement of owner-occupancy (2) Annual review of hazard and flood insurance
(3) Timely payment of property taxes and assessments, except in the case of Eligible Activities located on land held in trust by the Bureau of Indian Affairs or land subject to a restriction by the United States against alienation (4) Accounting for repayment of CalHome Program Loans
(5) Properly calculating payoffs
(6) Processing payoff demands
(7) Reconveyance of deeds of trust
(8) Collection of CalHome Program notes in default or foreclosure (b) If Loan servicing will be performed under a legally binding agreement with a third party, that third party must be in the business of performing Loan servicing; and (c) Recipients shall be required to enter into a long-term Monitoring Agreement with the Department allowing Department monitoring of Loan servicing for compliance with these Guidelines.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b), 50650.4 and 50650.7, H.S.C.

February 18, 2025 Special & Regular CC Mtg Page 178 of 424 Department of Housing and Community Development Page 10 of 57 CalHome Program Guidelines (2024)
Section 207. Reuse Account Requirements
(a) CalHome Program Recipients shall develop and employ a Reuse Account plan that has been submitted to and approved by the Department as addressing the following topics:
(1) Description of a tracking system to ensure the reuse of funds for Eligible Activities including:
(A) Loans to individual homeowners and homebuyers,
(B) Homebuyer Education and
(C) Allowable 5 percent Loan servicing fee.
(b) All repayments of CalHome Loan principal and any CalHome Program Loan interest (i.e., program income) shall be deposited into a separately maintained Reuse Account.
(c) Any interest earned on deposited CalHome reuse funds must accrue to the CalHome Program identified funds and be reused for CalHome Program purposes. (d) Funds in the Reuse Account shall only be used by the Recipient for CalHome Program Eligible Activities which are subject to these Guidelines. This includes all CalHome Program Eligible Activities (except Homeownership Development Projects) for which the Recipient meets the minimum Applicant eligibility requirements.
(e) Loans made from the Reuse Account are subject to the maximum Loan amount as defined in the NOFA under which the original CalHome Award was made, or, the maximum Loan amount as defined in the most recent CalHome.NOFA, whichever is greater.
(f) Recipients shall be required to enter into a long-term Monitoring Agreement with the Department allowing the Department monitoring of Reuse Accounts for compliance with these Guidelines.
(g) In the event a CalHome Recipient ceases operating the CalHome activity for which they were awarded funds, the Recipient has two options:

(1) Return the funds and any program income to HCD; or
(2) Identify another eligible entity and transfer the funds and any program income to that entity’s Local Program. The entity must meet all the same requirements the original Recipient met from the CalHome NOFA and Guidelines under which the Award was made. The funds must be used for eligible activities only. This option requires advance written approval by HCD.

February 18, 2025 Special & Regular CC Mtg Page 179 of 424 Department of Housing and Community Development Page 11 of 57 CalHome Program Guidelines (2024)
Section 208. Threshold Requirements
Applications will not be considered for funding unless the application is received by the deadline as stated in the NOFA and demonstrates compliance with all CalHome Program Statutes and Guidelines, including the following conditions:
(a) The Applicant meets geographic restrictions per CalHome Guidelines (Guidelines §200, subd. (a))
(b) The Applicant is an eligible Local Public Entity, Local Public Agency, Tribal Entity, or Nonprofit Corporation (Guidelines §200). For purposes of these Guidelines, a Local Public Entity or Locality is defined to include a Tribal Entity. Pursuant to Health & Safety Code §50091, a Nonprofit Corporation shall include a Tribally Designated Housing Entity as further defined therein.
(c) The Applicant has complied with reporting requirements (Guidelines § 200, subd. (c)) (d) The activity is eligible (Guidelines §201)
(e) The proposed use of funds is eligible (Guidelines §202) (f) The Applicant meets the eligibility requirements for the activity or activities for which they are applying:
(1) First-Time Homebuyer Mortgage Assistance (Guidelines §402.1) (2) Owner-Occupied Rehabilitation Assistance (Guidelines §403.1) (3) Technical Assistance for Self-Help Housing Projects (Guidelines §401.1) (4) Technical Assistance for Shared Housing Programs (Guidelines §404.1) (5) ADU/JADU Assistance (Guidelines §405.1)
(6) Homeownership Development Project Loans (Guidelines §400.1) (g) The application is complete (Guidelines §501)
(h) The application shall be on the Department forms and cannot be altered or modified by the Applicant
(i) The Applicant does not have any unresolved audit findings for prior Department or federally funded housing or community development projects or programs (Guidelines §501)
(j) The Applicant has no pending lawsuits that would impede the implementation of the program (Guidelines §501)
February 18, 2025 Special & Regular CC Mtg Page 180 of 424 Department of Housing and Community Development Page 12 of 57 CalHome Program Guidelines (2024)
NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b) and 50650.3(d), H.S.C.

Section 209. State and Federal Laws, Rules, Guidelines and Regulations Awardees must comply with all applicable local, state, and federal laws, constitutions, codes, standards, rules, guidelines, and regulations, including, without limitation, those that pertain to accessibility, construction, health and safety, labor, fair housing, fair employment practices, affirmatively furthering fair housing, nondiscrimination, and equal opportunity except as provided in these Guidelines with respect to projects located within Indian Country.
(a) Relocation Requirements.
(1) The Developer of a Homeownership Development Project resulting in displacement of persons, businesses or farm operations shall be solely responsible for providing the assistance and benefits set forth in this section and in applicable state and federal law and shall agree to indemnify and hold harmless the Department from any liabilities or claims for relocation-related costs.
(2) All persons, businesses, or farm operations that are displaced as a direct result of the development of a Homeownership Development Project shall be entitled to relocation benefits and assistance as provided in Chapter 16 (commencing with Section 7260) of Division 7 of Title 1 of the Government Code and the Department’s implementing regulations at California Code of Regulations, title 25, sections 6000 – 6198. Additionally, to the extent applicable, local relocation law as well as the Federal Uniform Relocation Assistance and Real Property Acquisition Act, 49 CFR Part 24, including Appendix A to Part 24, shall apply. To the extent of any variation in the applicable relocation laws, the stricter standard shall apply. Displaced tenants who are not replaced with Eligible Households under this Program shall be provided relocation benefits and assistance from funds other than Program funds.
(3) The Developer shall prepare or update a relocation plan in conformance with the provisions of California Code of Regulations, title 25, section 6038, and any other applicable relocation laws. The relocation plan shall be subject to the review and approval by the Department prior to the execution and approval of the Standard Agreement and prior to actual displacement of persons, businesses, or farm operations. If no persons, businesses, or farm operations will be displaced as a direct result of the Homeownership Development Project’s development, then the Developer shall execute a certification, on a form prepared by the Department, prior to execution and approval of the Standard Agreement.
(4) Notwithstanding the preceding subdivisions, tenants who are notified in February 18, 2025 Special & Regular CC Mtg Page 181 of 424 Department of Housing and Community Development Page 13 of 57 CalHome Program Guidelines (2024)
writing prior to their occupancy of an existing unit that the unit may be demolished as a result of funding provided under the Program shall not be eligible for relocation benefits and assistance under this section. The form of any notices used for this purpose shall be subject to Department approval. (b) Shared Parking. Developers of Homeownership Development Project Loans shall examine the feasibility of shared parking agreements to replace new parking construction or limit the number of new parking spaces that will be constructed.

These requirements do not apply to proposals located on land owned or leased by the state (Gov. Code, § 65863.1, subd. (j)). An examination of the feasibility of shared parking shall include, at a minimum, identification of parking facilities on contiguous properties or nearby properties that would not require users to cross a street and then consideration of the apparent availability of those facilities for shared parking. (Government Code 65863.1(i)). The examination of the feasibility of shared parking shall be submitted to the Department prior to the execution and approval of the Standard Agreement. Tribal Entities are not required to examine the feasibility of shared parking for Homeownership Development Projects located in Indian Country where an Indian tribe exercises jurisdiction.

February 18, 2025 Special & Regular CC Mtg Page 182 of 424 Department of Housing and Community Development Page 14 of 57 CalHome Program Guidelines (2024)
ARTICLE III. HOMEOWNERSHIP/HOMEBUYER LOAN REQUIREMENTS
Section 300. Maximum Homeowner/Homebuyer Loan amounts
(a) CalHome Program Loans to individual Borrowers shall not exceed the amount published in the current NOFA or, when considered with other available financing and assistance, the minimum amount necessary:
(1) In the case of First-Time Homebuyer Mortgage Assistance, to ensure Affordable monthly Housing Costs as defined by the first Mortgage Lender. (2) In the case of Owner-Occupant Rehabilitation, to fund eligible Rehabilitation costs only, in accordance with program requirements.
(3) In the case of ADU/JADU assistance, to fund eligible costs only, in accordance with program requirements.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), H.S.C. and 50650.7, H.S.C.

Section 301. Homeowner/Homebuyer Loan terms
(a) CalHome Program Loans shall be secured by the property or leasehold interest, as applicable.
(b) The lien securing repayment of the CalHome Program Loan shall be subject only to liens, encumbrances and other matters of record reviewed and approved by the Recipient responsible for underwriting the CalHome Program Loan. To the extent required by applicable law and in the case of Projects or Activities located on land held in trust by the Bureau of Indian Affairs (BIA) or on land subject to a restriction by the United States against alienation, the BIA has approved the Tribal Entity Recipient’s execution and recordation (as applicable) of all Department-required documents that are subject to 25 CFR Part 152 or 25 CFR Part 162, prior to award disbursement.
(c) Homeowner/homebuyer CalHome Program Loans shall have the following terms and conditions:
(1) Principal and interest payments shall be deferred for the term of the CalHome Program Loan.
(2) Loans shall be repayable upon sale or transfer of the property, when the property ceases to be Owner-Occupied, or upon the CalHome Program Loan maturity date. However, if it is determined by the Recipient that repayment of the CalHome Program Loan at the maturity date causes a hardship to the Borrower, the Recipient has two other options. They are:
(A) Amending the note and deed of trust or other security instrument(s) to February 18, 2025 Special & Regular CC Mtg Page 183 of 424 Department of Housing and Community Development Page 15 of 57 CalHome Program Guidelines (2024)
defer repayment of the amount due at Loan maturity, that is, the original principal and the accrued interest, for up to an additional 30 years (at 0 percent additional interest). For properties located on trust or restricted land within Indian Country for which no deed of trust was recorded, the loan may be deferred without a deed of trust amendment. (B) Converting the debt at Loan maturity, that is, the original principal balance and any accrued interest, to an amortized Loan, repayable in 15 years at 0 percent additional interest.
(3) Loans are not assumable by any other party(ies);
(4) The following transfers of interest shall not require the repayment of the CalHome program Loan:
(A) Transfer to a surviving joint tenant by devise, descent, or operation of law on the death of a joint tenant.
(B) A transfer, in which the transferee is a person who occupies or will occupy the property, which is:
i. A transfer where the spouse becomes an owner of the property. ii. A transfer resulting from a decree of dissolution of marriage, legal separation agreement, or from an incidental property settlement agreement by which the spouse becomes an owner of the property; or
iii. A transfer into an inter vivos trust in which the Borrower is and remains the beneficiary and occupant of the property.
(5) The term for First-Time Homebuyer Mortgage Assistance CalHome Program Loans shall be 30 years with the following exception: when USDA, Rural Housing Service (RHS) 502 Mortgage Loans are in first lien position, the term shall be the term of the 502 Mortgage.
(6) The term for Owner-Occupied Rehabilitation CalHome Program Loans shall be a maximum of 30 years as determined by the Recipient; and (7) A Borrower may pay the CalHome Program Loan amount, in part or in whole, at any time without penalty.
(d) All CalHome Program assistance to individual Households shall be made in the form of a Loan. Recipients may make CalHome Program Loans bearing simple interest up to 3 percent per annum and may allow forgiveness of all or a portion of the accrued interest as part of its Local Program design. Loan principal shall not be forgiven, except as allowed by statute. In lieu of making Loans bearing a fixed rate of interest, Recipients may instead charge contingent deferred interest in the form of shared net appreciation as set forth in subsection (e).

February 18, 2025 Special & Regular CC Mtg Page 184 of 424 Department of Housing and Community Development Page 16 of 57 CalHome Program Guidelines (2024)
(e) Shared net appreciation is allowed, only as follows:
(1) Gross appreciation is calculated by subtracting the original sales price from the current sales price or the current appraised value if the Loan accelerating event is other than sale of the property.
(2) Net appreciation is calculated by subtracting the seller’s applicable closing costs, seller’s cash contribution in the original purchase transaction, the value of seller’s sweat equity, if applicable, and the documented value of capital improvements from the gross appreciation amount;
(3) The Recipient may only claim repayment of the principal, interest, and a portion of the net appreciation. That maximum portion of the net appreciation which may be claimed by the Recipient is equal to the percentage of the value of the residence financed by the CalHome Program Loan. That is, if the Loan equals 20 percent of the initial value of the residence, a maximum of 20 percent of the appreciation may be charged by the Recipient. (f) In any Loan transaction where there is no other public subsidy or public resale restriction, the Borrower cannot be restricted from selling the home at its fair market value at any time.
(g) CalHome Program assistance that is provided to assist in the Rehabilitation or replacement of existing Mobilehomes located in a Mobilehome Park or Manufactured Home community and not permanently affixed to a foundation may be provided in the form of a forgivable Loan. If Tribal Entities intend for lands located in Indian Country, or other real property held in fee by such Tribal Entities, to be considered a Mobilehome Park for the purposes of this section, such tribal lands or real property must satisfy the legal and programmatic requirements of a Mobilehome Park per H.S.C. §18214. Tribal Entity applicants can submit their application with this information to the Department and it will be evaluated on an individual basis. It is recommended Tribal Entity applicants submit an AB 1010 waiver request before applications are due under the applicable NOFA to ensure said lands can be considered a Mobilehome Park.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), H.S.C. and 50650.7, H.S.C.

Section 302. Homeowner/Homebuyer Loan-to-Value Limits
(a) The Loan-to-Value Ratio for a Mortgage Assistance CalHome Program Loan, when combined with all other indebtedness to be secured by the property, shall not exceed 100 percent of the sales price plus a maximum of up to 5 percent of the sales price to cover actual closing costs.
(b) The Loan-to-Value Ratio for an Owner-Occupied Rehabilitation CalHome Program Loan, when combined with all other indebtedness secured by the property, shall not exceed 105 percent of the After-Rehabilitation Value estimated pursuant to §403.4.

February 18, 2025 Special & Regular CC Mtg Page 185 of 424 Department of Housing and Community Development Page 17 of 57 CalHome Program Guidelines (2024)
NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), H.S.C. and 50650.7, H.S.C.

February 18, 2025 Special & Regular CC Mtg Page 186 of 424 Department of Housing and Community Development Page 18 of 57 CalHome Program Guidelines (2024)
ARTICLE IV. PROGRAM REQUIREMENTS
Section 400 Homeownership Development Project Loan
Section 400.1 Eligible Applicant
In addition to the requirements of §200, to be eligible to apply for a Homeownership Development Project Loan, an Applicant shall have successfully completed development of a minimum of two similar projects within the last four years, and the Applicant shall have staff that will be committed to the proposed project that possess the knowledge, skills, and ability to perform the tasks required in a Homeownership Development Project. If the Applicant will use a portion of a Homeownership Development Project Loan to provide Mortgage Assistance to qualified First-Time Homebuyers, the Applicant or its Administrative Subcontractor shall also have successfully administered a homebuyer program for a minimum of two years within the four years immediately preceding the application.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), H.S.C. and 50650.7, H.S.C.

Section 400.2 Eligible Costs
CalHome Program funds in support of a Homeownership Development Project shall be used only for the following costs:
(a) Purchase of real property;
(b) Building permits and state and local fees;
(c) Predevelopment Costs directly related to eligible Homeownership Development Projects, including ADUs and JADUs;
(d) Onsite Improvements related to eligible Homeownership Development Projects (within the boundaries of the subdivision or individual parcels for scattered site developments). Onsite Improvements do not include construction of housing units; (e) Construction Period Expenses, which do not include unit construction costs; (f) Escrow, title insurance, recording and other related costs; (g) Costs for items intended to assure the completion of construction, such as contractor bond premiums;
(h) Environmental hazard reports, surveys, and investigations; (i) Payoff of bridge Loan financing for site acquisition which has a term of 36 months or less; and
February 18, 2025 Special & Regular CC Mtg Page 187 of 424 Department of Housing and Community Development Page 19 of 57 CalHome Program Guidelines (2024)
(j) Attorney fees directly associated with activities related to units funded by the CalHome Program.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), H.S.C.

Section 400.3 Site Control
To be eligible to apply for a Homeownership Development Project Loan, the Applicant shall have site control of the proposed project property through the application Award date listed in the NOFA, as evidenced by one of the following:
(a) Fee simple title;
(b) An enforceable option to purchase, which shall extend, or may be extended, for a minimum of 120 days beyond the deadline for application submittal; (c) A disposition and development agreement with a public agency; (d) A sales contract, or other enforceable agreement for the acquisition of the property; (e) A leasehold interest, or an enforceable option to lease. The option to lease shall extend for a minimum of 120 days beyond the deadline for application submittal.

The leasehold term must be for a minimum of 40 years. The leasehold must have provisions that enable the lessee(s) to make improvements on and encumber the property for a term sufficient to secure the CalHome Program lien; or (f) Other forms of site control that give the Department equivalent assurance that the project will be able to proceed without inordinate delay. For example, site control as evidenced, in the case of a Tribal Entity and a Homeownership Development Project located on land held in trust by the BIA or land subject to a restriction by the United States against alienation, by a title status report (TSR) issued by the BIA and other documentation as may be required demonstrating site control satisfactory to the Department. An uncertified title status report issued by the BIA will be acceptable to the Department while the Tribal Entity Applicant’s application is pending provided a certified title status report, title opinion letter issued for the benefit of the Department or other documentation is provided before Award disbursement.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), H.S.C.

Section 400.4 Maximum Homeownership Development Project Loan Amount The maximum Homeownership Development Project Loan amount shall be published in the current NOFA.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b) and 50650.7, H.S.C
February 18, 2025 Special & Regular CC Mtg Page 188 of 424 Department of Housing and Community Development Page 20 of 57 CalHome Program Guidelines (2024)
Section 400.5 Homeownership Development Project Loan Terms (a) The Department may make Predevelopment Loans to eligible Applicants for development of Homeownership Development Projects, including Program eligible Housing Developments that include ADUs or JADUs, or make permanent Loans for Mutual Housing and limited equity housing cooperatives. (b) Proposed development projects shall be ineligible to receive funding if Predevelopment Work has begun or will begin prior to the application due date. “Predevelopment Work” includes grading; site preparation (with the exception of demolition or clearing of property); or site improvements intended for public dedication.
(c) All CalHome Homeownership Development Project Loans shall be secured by the project real property and improvements, subject only to liens, encumbrances and other matters of record which have been reviewed and approved by the Department on a case-by-case basis. For clarity, in the case of a Tribal Entity and a Homeownership Development Project located on land held in trust by the BIA or land subject to a restriction by the United States against alienation, a CalHome Homeownership Development Project Loan may be secured by the following wherein the Department shall be named as a beneficiary in each security instrument (i) a Declaration of Restrictive Covenants, (ii) lien against the leasehold property interest, or (iii) other mechanism acceptable to the Department. (d) The Homeownership Development Project Loan term shall end no later than the date specified in the Standard Agreement.
(e) Principal and interest payments shall be deferred for the term of the Homeownership Development Project Loan.
(f) Homeownership Development Project Loans shall be repayable at permanent closings of the individual homebuyer CalHome Program Loans or at the Homeownership Development Project Loan maturity date, whichever occurs first. Up to 100 percent of the Homeownership Development Project Loan may be used to provide Mortgage Assistance to qualified First-Time Homebuyers. The portion of the Homeownership Development Project Loan that is used to provide Mortgage Assistance will be converted to a Grant to the Recipient and the provisions of §402 of these Guidelines, including the provisions of §402.2(d) regarding administrative costs, shall apply to that Grant. The balance of the Homeownership Development Project Loan will be repaid to the Department.
(g) Homeownership Development Project Loans shall bear interest at the rate of 6 percent simple interest per annum. The Department may forgive accrued interest on a pro rata basis to the extent that the number of Lower-Income Households and disaster-affected Moderate-Income Households originally proposed to be served have been served upon completion of the project.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), February 18, 2025 Special & Regular CC Mtg Page 189 of 424 Department of Housing and Community Development Page 21 of 57 CalHome Program Guidelines (2024)
H.S.C. and 50650.7, H.S.C.

Section 400.6 Homeownership Development Project Loan-to-Value Limits Loan-to-Value limits include all liens recorded or to be recorded on the project property. (a) When Homeownership Development Project Loan funds are used for the purchase of unimproved real property, the Loan-to-Value Ratio shall not exceed 100 percent of the unimproved appraised value.
(b) When Homeownership Development Project Loan funds are used for the purchase of improved real property, the Loan-to-Value Ratio shall not exceed 100 percent of the improved appraised value.
(c) When Homeownership Development Project Loan funds are used for predevelopment or site improvement costs, the Loan-to-Value Ratio shall not exceed 100 percent of the appraised land value, plus predevelopment and/or site improvements costs.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b) and 50650.7, H.S.C.

Section 400.7 Homeownership Development Project Requirements (a) Prior to disbursement of Homeownership Development Project Loan proceeds:
(1) The Developer Borrower shall be the sole owner of the Homeownership Development Project site (when CalHome Program funds are being used for site acquisition, the Developer Borrower shall be the sole owner of the Homeownership Development Project site upon close of purchase escrow). In the case of a Tribal Entity that is a Developer Borrower and a Homeownership Development Project located on land held in trust by the Bureau of Indian Affairs or land subject to a restriction by the United States against alienation, the Tribal Entity Developer Borrower shall be either the legal beneficiary of said trust, or benefitted by said restriction against alienation, respectively, or shall be the lessee of said trust or restricted land.
(2) The Developer Borrower shall have a firm financing commitment(s) for all costs to complete the Homeownership Development Project.
(3) The Department shall have approved a final construction budget that ensures that the estimated sales price of the homes to be constructed:
(A) Does not exceed the limits established in the NOFA; and (B) Can reasonably be expected to be Affordable to eligible buyers; and (4) The Developer Borrower shall have met all other Department conditions for February 18, 2025 Special & Regular CC Mtg Page 190 of 424 Department of Housing and Community Development Page 22 of 57 CalHome Program Guidelines (2024)
disbursement as stated in the Standard Agreement required by §600(a). (b) A home assisted with a Homeownership Development Project Loan shall not be sold at a price that exceeds its appraised value.
(c) Occupancy restrictions on all properties shall be imposed and enforced in a manner which does not violate state or federal fair housing laws, except in the case of project located within Indian Country as provided in these Guidelines.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b) and 50650.7, H.S.C.

Section 401 Self-Help Technical Assistance Project
Section 401.1 Eligible Applicant
In addition to meeting the requirements of §200 of these Guidelines, to be eligible to apply for CalHome Program assistance for a Self-Help Technical Assistance project, the Applicant shall meet the criteria set forth in the California Code of Regulations (CCR), Title 25, Division 1, Chapter 7, Subchapter 6.5, Article 1, §7532 “Eligible Sponsors”, and have successfully completed a minimum of two Self-Help Construction projects within the four years immediately preceding the application.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b), 50650.4 and 50650.7, H.S.C.

Section 401.2 Eligible Costs
CalHome Program funds in support of a Self-Help Technical Assistance project shall be used only for the following costs of direct services. Indirect costs are not permitted. (a) Costs for assistance, training, and supervision on Self-Help Construction activities and techniques.
(b) Homebuyer Education, which will be reimbursed in the form of a Grant from the Department to the Recipient in an amount not to exceed the maximum published in the current NOFA.
(c) Costs of assistance provided in project development which include, but are not limited to, the preparation of contracts for professional services, application for project funding, packaging Households’ applications for assistance, preparation of subdivision maps, review of engineering plans and specifications for construction and Rehabilitation projects, and compliance with appropriate requirements of funding agencies and local government.
(d) Administrative costs of providing Technical Assistance for the project funded by the Department including, but not limited to, wages, salaries and fringe benefits of clerical and management personnel, and payment for rent, utilities, February 18, 2025 Special & Regular CC Mtg Page 191 of 424 Department of Housing and Community Development Page 23 of 57 CalHome Program Guidelines (2024)
communications, printing, and travel expenses.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b), H.S.C.

Section 401.3 Self-Help Technical Assistance Administrative Requirements (a) The Recipient shall develop and employ Self-Help Technical Assistance Program Guidelines submitted to and approved by the Department as addressing the following topics:
(1) Program Marketing
(2) Recruitment of homebuyers and selection criteria
(3) Income limits for participation and income determination procedures (4) Criteria for homebuyer participation in the program including:
(A) Residency requirements
(B) Credit requirements
(C) Process of providing reasonable accommodations to Persons With a Disability
(5) List of activities to be performed by Self-Help participants (6) Construction training plan
(7) Homeownership training plan
(b) A home assisted with Self-Help Technical Assistance shall not be sold at a price that exceeds its appraised value.
(c) Prior to the disbursement of an advance, not to exceed 25 percent of the total Grant amount, the Recipient must submit a certification that the Recipient does not have available funds to initiate the project.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b), H.S.C.

Section 402 Mortgage Assistance Program
Section 402.1 Eligible Applicant
In addition to the requirements of §200, to be eligible to apply for CalHome Program funding for a Mortgage Assistance program, the Applicant or its Administrative Subcontractor shall have successfully administered a homebuyer program for a minimum of two years within the four years immediately preceding the application.

February 18, 2025 Special & Regular CC Mtg Page 192 of 424 Department of Housing and Community Development Page 24 of 57 CalHome Program Guidelines (2024)
NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.4, H.S.C.

Section 402.2 Eligible Costs
CalHome Program funds in support of a Mortgage Assistance program shall be used only for the following costs:
(a) Mortgage Assistance for permanent financing of:
(1) A dwelling unit, which may include an ADU or a JADU, ready for occupancy; or
(2) A unit, which may include an ADU or a JADU, acquired by a Loan such as a HUD FHA 203(k) Loan. This includes Mortgage Assistance for Self-Help Construction housing, except that CalHome Program permanent financing may be disbursed at time of lot purchase where the Self-Help Construction housing is being financed under the USDA-RHS 502 program. (b) Homebuyer Education, which will be reimbursed in the form of a Grant from the Department to the Recipient in an amount not to exceed the maximum published in the current NOFA.
(c) Non-recurring Loan closing costs.
(d) Administrative costs for the Mortgage Assistance program funded by the Department including, but not limited to, loan closing costs, wages, salaries, and fringe benefits of program, clerical, and management personnel, and payment for rent, utilities, communications, printing, and travel expenses. Administrative costs shall not exceed 10 percent of the total of CalHome Mortgage Assistance disbursements (advances or reimbursements). Administrative costs must be justified for the type and complexity of the Activity, and the Recipient must maintain records to satisfactorily document these charges. This requirement may be satisfied through documents such as invoices, receipts, time tracking, or other documentation of valid program expenses.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), H.S.C.

Section 402.3 Administrative Requirements
The Recipient of CalHome Program funds to operate a local Mortgage Assistance program shall be responsible for the following activities:
(a) Providing information and assistance to First-Time Homebuyers on obtaining the maximum amount of first Mortgage financing pursuant to the underwriting requirements in §402.4(a)(3)(A).

February 18, 2025 Special & Regular CC Mtg Page 193 of 424 Department of Housing and Community Development Page 25 of 57 CalHome Program Guidelines (2024)
(b) Reviewing CalHome Program required appraisals for property eligibility under value limits established pursuant to §402.4(b)(3). The appraised value shall not exceed these limits.
(c) In the case of acquisition of existing housing, the Recipient shall be responsible for inspection of properties to be purchased or a review of Uniform Residential Appraisal Reports, including the valuation conditions, to ensure that they conform to the requirements of State Housing Law (California H.S.C., §17910 et seq.). In the case of acquisition of existing housing located on land held in trust by the BIA or land subject to a restriction by the United States against alienation, residential appraisals may conform to other requirements subject to review and approval by the Department.
(d) If the unit type is a Manufactured Home in a Mobilehome Park, ensuring that the Mobilehome Park has a valid Permit to Operate or conditional Permit to Operate. If the Mobilehome Park is located in Indian Country, a Permit to Operate under California law is not required, however, any permit(s) to operate under tribal law, if applicable, are required.
(e) Ensuring completion by each assisted Household of a Homebuyer Education class that meets the requirements of §205; and
(f) Originating, underwriting, packaging, and closing CalHome Program Loans in accordance with program requirements.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b) and 50650.7, H.S.C.

Section 402.4 Underwriting Requirements.
(a) CalHome Program Recipients shall develop and employ Mortgage Assistance Program Underwriting Guidelines that have been submitted to and approved by the Department as addressing the following underwriting topics:
(1) Establish Front- and Back-End Ratios used to qualify the Borrower; (2) What criteria will be used to determine the credit worthiness of the Borrower; (3) Requirements for the first Mortgage:
(A) Borrower shall obtain the maximum first lien Mortgage Loan with a term and interest rate from a Mortgage Lender consistent with Affordable Housing Costs as defined in each program’s Guidelines.
(B) Mortgage Loans shall not include provisions for negative amortization, principal increases, balloon payments, or deferred interest. (4) Financing subordinate to the CalHome Program Loan:

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(A) Fees and/or charges for subordinate financing shall be reasonable Loan origination fees for first Mortgage financing as determined by the Department to be consistent with industry standards.
(B) There must not be a balloon payment due before the maturity date of the CalHome Program Loan.
(C) All subordinate financing provided shall defer principal and interest payments for the term of the CalHome Program Loan.
(b) Prior to close of escrow, the Recipient shall ensure that an appraisal has been obtained which meets the following requirements:
(1) The appraisal shall be prepared by a state-licensed, residential property appraiser. In the case of land held in trust by the BIA or subject to a restriction by the United States against alienation, the appraisal shall take into consideration the unique circumstances surrounding said real property; (2) The appraisal shall use the sales of comparable properties approach to determine value; and
(3) Maximum appraised home values at time of purchase or upon completion of acquisition/Rehabilitation work shall not exceed the appraised value limit established by the Department and published in the NOFA. (c) Cash out of escrow to Borrowers is limited to the amount deposited into escrow by the Borrowers and not needed for any lender-required minimum down payment. (d) Recipients must obtain title insurance in the amount of the CalHome Program Loan at close of escrow.
(e) Fire insurance (and flood insurance where applicable) requirements are as follows:
(1) Recipient must require Borrowers to maintain insurance on the property in an amount at least equal to the replacement value of the improvements; and (2) Recipient must be named as additional loss payee on the policy.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b) and 50650.7, H.S.C.

Section 403 Owner-Occupied Rehabilitation
Section 403.1 Eligible Applicant
In addition to the requirements of §200, to be eligible to apply for CalHome Program assistance for an Owner-Occupied Rehabilitation Program, the Applicant or its February 18, 2025 Special & Regular CC Mtg Page 195 of 424 Department of Housing and Community Development Page 27 of 57 CalHome Program Guidelines (2024)
Administrative Subcontractor shall have successfully administered a local OwnerOccupied Rehabilitation Program for a minimum of two years within the four years immediately preceding the application.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.4 and 50650.7, H.S.C.

Section 403.2 Eligible Costs
CalHome Program funds in support of an Owner-Occupied Rehabilitation program shall be used only for the following costs:
(a) Cost of Rehabilitation of the property, as defined in Appendix A. (b) Cost of building permits and other related government fees. (c) Cost of an appraisal, and of architectural, engineering, and other consultant services that are directly related to the Rehabilitation of the property. (d) Non-recurring Loan closing costs.
(e) Replacement cost of a Manufactured Home not on a permanent foundation up to the maximum amount published in the current NOFA in the case where it has been determined by the Recipient it is infeasible to rehabilitate the home. In the case of a disaster, as defined in H.S.C., §50650.3, HCD may, at its discretion and on a case-by-case basis, allow the replacement of a Manufactured Home with a Stick-Built Home of comparable cost; the CalHome Local Program may only provide up to the maximum replacement cost for a Manufactured Home as published in the current NOFA.
(f) Transport costs for purchase of Manufactured Homes. (g) Installation costs for Manufactured Homes.
(h) Administrative costs for the Owner-Occupied Rehabilitation program funded by the Department including, but not limited to, loan closing costs, wages, salaries and fringe benefits of program, clerical, and management personnel, and payment for rent, utilities, communications, printing, and travel expenses.

Administrative costs shall not exceed 20 percent of the total of CalHome OwnerOccupied Rehabilitation disbursements (advances or reimbursements).

Administrative costs must be justified for the type and complexity of the Activity, and the Recipient must maintain records to satisfactorily document these charges. This requirement may be satisfied through documents such as invoices, receipts, time tracking, or other documentation of valid program expenses.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b) and 50650.7, H.S.C.

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Section 403.3 Administrative Requirements
The Recipient of CalHome Program funds for the operation of a local Owner-Occupied Rehabilitation Program shall be responsible for the following activities:
(a) Reviewing CalHome Program required After-Rehabilitation appraisals for property eligibility under value limits established in the current published NOFA; (b) Originating, underwriting, packaging, and closing CalHome Program Loans in accordance with program requirements; and
(c) Completion of Rehabilitation construction requirements pursuant to the OwnerOccupied Rehabilitation Program Guidelines required by §403.4 (a).

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), H.S.C. and 50650.7, H.S.C.

Section 403.4 Owner-Occupied Underwriting and Construction Requirements (a) CalHome Program Recipients shall develop and employ Owner-Occupied Rehabilitation Program Guidelines submitted to and approved by the Department as addressing the following topics:
(1) Owner-Occupied Rehabilitation underwriting guidelines, including Borrower credit requirements; and
(2) Rehabilitation construction requirements.
(b) Prior to commencement of Rehabilitation work funded by a CalHome loan, an appraisal shall be obtained with the following requirements:
(1) The appraisal may be prepared by Recipient’s staff using the sales of comparable properties approach to determine value. If comparable sales are not available, the appraisal shall be prepared by a state- licensed residential property appraiser. In the case of land held in trust by the BIA or subject to a restriction by the United States against alienation, the appraisal shall take into consideration the unique circumstances surrounding said real property; (2) The appraisal shall take into consideration the estimated value of the Rehabilitation work to be completed on the property and shall include the prerehabilitated value and the After-Rehabilitation Value; and (3) An appraisal is not required in the case of Rehabilitation work on a Manufactured Home that is not on a permanent foundation; an appraisal is required in the case of Rehabilitation work on a Manufactured Home that is on a permanent foundation.
(c) Any cash out of escrow to Borrowers is prohibited.

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(d) Recipients must obtain title insurance in the amount of the CalHome Program Loan at close of escrow.
(e) Fire insurance (and flood insurance where applicable) requirements are as follows:
(1) Recipient must require Borrowers to maintain insurance on the property in an amount at least equal to the replacement value of the improvements; and (2) Recipient must be named as additional loss payee on the policy.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b) and 50650.7, H.S.C.

Section 404 Shared Housing Programs

Section 404.1 Eligible Applicant
In addition to the requirements of §200, to be eligible to apply for CalHome Program assistance for a Shared Housing program, the Applicant or its Administrative Subcontractor shall have successfully administered a Shared Housing program for renters or homeowners for a minimum of two years immediately preceding the application.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C., Reference: 50650.3(b), 50650.4 and 50650.7, H.S.C.

Section 404.2 Eligible Costs
CalHome Program Shared Housing Technical Assistance funds shall be used only for the following costs:
(a) Indirect costs of administering a Shared Housing Local Program, including the costs of providing information and referrals; outreach/marketing costs; program evaluation; and CalHome Program reporting requirements; and/or (b) Costs of direct services, including Shared Housing Matching, documentation of match efforts, and match follow-up services.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C., Reference: 50650.3(b), H.S.C.

Section 404.3 Administration Requirements.
(a) A Shared Housing Technical Assistance Local Program shall, at a minimum, include the following features:
(1) Information regarding services available and procedures and program requirements, which shall be provided to all individuals requesting assistance; February 18, 2025 Special & Regular CC Mtg Page 198 of 424 Department of Housing and Community Development Page 30 of 57 CalHome Program Guidelines (2024)
(2) Outreach and marketing activities shall be conducted to reach both potential Homeowner Providers and potential Seekers and provide information about the availability, purpose, and requirements of Shared Housing Match services; (3) Program evaluations shall be obtained from clients (Homeowner Providers and Seekers) by the Shared Housing Technical Services provider to be used as a basis for assessment and improvement of services provided to clients; (4) All services required to effect a Shared Housing Match between a Low- Income qualified Homeowner Provider and a Seeker, which must include, at minimum, intake forms/applications, face-to-face interviews between Homeowner Providers/Seekers and Shared Housing agency staff, reference checks, and income determinations to determine Homeowner Provider eligibility; (5) Documentation of a minimum 10 percent reduction in Housing Costs (or increased income) for Homeowner Providers, except in instances where a Homeowner Provider is age 60 or over or is a Person With a Disability and the Seeker (renter) will be providing services to the Homeowner Provider. In cases that do not meet this requirement, the Recipient shall provide written justification; and
(6) Match follow-up services to determine Match satisfaction and to help clients maintain a successful Shared Housing Match.
(b) A Seeker may not be matched to a Homeowner Provider who rents out more than two rooms in their home.
(c) The aggregate annual CalHome Program reimbursement cannot exceed 50 percent of the Locality’s or Nonprofit Corporation’s annual budget for their Shared Housing Match Local Program.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3(b) and 50650.7, H.S.C.

Section 405 ADU/JADU Programs

Section 405.1 Eligible Applicant
In addition to the requirements of §200, to be eligible to apply for CalHome Program assistance for an ADU/JADU Program, the Applicant or its Administrative Subcontractor shall have successfully administered a local Owner-Occupied Rehabilitation Program, new construction development involving multiple Homeownership units (including single-family subdivisions), or an ADU/JADU Program for a minimum of two years within the four years immediately preceding the application.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.4 and 50650.7, H.S.C.

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Section 405.2 Eligible Costs
CalHome Program funds in support of an ADU/JADU Program shall be used only for the following costs:
(a) Cost of construction, reconstruction, repair, conversion, or rehabilitation. (b) Cost of structural modifications to the existing home necessary to accommodate an ADU or a JADU.
(c) Cost of building permits and other related government fees, including all fees necessary to build and occupy an ADU or a JADU.
(d) Cost of an appraisal, and of architectural, engineering, and other consultant services that are directly related to the construction. (e) Non-recurring Loan closing costs.
(f) Administrative costs for the ADU/JADU program funded by the Department including, but not limited to, loan closing costs, wages, salaries and fringe benefits of program, clerical, and management personnel, and payment for rent, utilities, communications, printing, and travel expenses. Administrative costs shall not exceed 20 percent of the total of CalHome ADU/JADU disbursements (advances or reimbursements). Administrative costs must be justified for the type and complexity of the Activity, in the sole and exclusive discretion of the Department, and the Recipient must maintain records which satisfactorily document these charges. This requirement may be satisfied through documents such as invoices, receipts, time tracking, or other documentation of valid program expenses.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, and 50650.7, H.S.C.

Section 405.3 ADU/JADU Programs Administration Requirements.

The Recipient of CalHome Program funds for the operation of a local ADU/JADU Program shall be responsible for the following activities:
(a) Originating, underwriting, packaging, and closing CalHome Program Loans in accordance with program requirements; and
(b) Completion of construction requirements pursuant to the ADU/JADU Program Guidelines required by §405.4(a).

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), H.S.C. and 50650.7, H.S.C.

Section 405.4 ADU/JADU Programs Underwriting and Construction Requirements (a) Recipients shall develop and employ ADU/JADU Program Guidelines submitted to February 18, 2025 Special & Regular CC Mtg Page 200 of 424 Department of Housing and Community Development Page 32 of 57 CalHome Program Guidelines (2024)
and approved by the Department addressing the following topics:
(1) ADU and/or JADU underwriting guidelines, including Borrower credit requirements;
(2) ADU and/or JADU construction requirements; and
(3) ADU and/or JADU site standards required by local jurisdictions. (b) Recipients must obtain title insurance in the amount of the CalHome Program Loan at close of escrow.
(c) Fire insurance (and flood insurance where applicable) requirements are as follows:
(1) Recipient must require Borrowers to maintain insurance on the property in an amount at least equal to the replacement value of the improvements; and (2) Recipient must be named as additional loss payee on the policy. (d) Recipients shall set a minimum tenancy of 30 days and shall not use this program for short-term rentals.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.3, 50650.3(b), H.S.C. and 50650.7, H.S.C.

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ARTICLE V. APPLICATION PROCEDURES
Section 500. Application Process
(a) The Department shall periodically issue a NOFA that specifies, among other things, the amount of funds available, the minimum/maximum application amount, the minimum/maximum activity amount, minimum/maximum amount per Assisted Unit, the Maximum Sales Price/Value Limit , minimum number of units per Homeownership Development Project, application requirements, the activities eligible for funding, the number of activities that may be applied for in one application, the allocation of rating points, the deadline for submittal of applications, and the schedule for rating and ranking applications and awarding funds. (b) In order to implement goals and purposes of the CalHome Program, the Department may adopt measures to direct funding Awards to designated Local Program types or project types including, but not limited to Local Programs or projects that: are utilizing self-help labor; are utilizing Volunteer Labor; involve a Construction Skills Training Program; contribute toward Community Revitalization; are located in Rural Areas or other areas to achieve a reasonable geographic distribution of funding, to the extent feasible; or are located in a geographic area subject to a presidential declaration of disaster or emergency, or a “state of emergency”, or a “local emergency”, as those terms are defined in GC §8558.

Such measures may include, but are not limited to:
(1) Issuing a separate NOFA for designated Local Program or project types; (2) Awarding bonus points to designated Local Program or project types within a particular NOFA;
(3) Reserving a portion of funds in the NOFA for designated Local Program or project types; and/or
(4) Notwithstanding anything in these Guidelines to the contrary, a separate NOFA issued pursuant to this subsection may establish an over-the-counter application process, meaning the Department continuously accepts and rates applications until the funding available under the NOFA is exhausted. At a minimum, a separate NOFA shall include a description of the application process and funding conditions, shall require compliance with paragraph (a) of this Section, and shall establish minimum funding threshold criteria consistent with these Guidelines.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: 50650.2, H.S.C. and 50650.3, H.S.C.

Section 501. Application Requirements
Application shall be made in a format provided by the Department. The Department shall request the following information:

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(a) Applicant identification information including: name, address, telephone number, contact person and, for Nonprofit Corporations, corporate governing documents and financial information (e.g., articles and by laws, certificate of good standing from the California Secretary of State, confirmation of 501(c)(3) status, the most recent two years of audited financial statements), and list of legislative representatives for the area where the program or project will be undertaken. (b) Authorizing resolutions of the Applicant’s governing board shall be provided, and must be approved by the Department, prior to issuance of a Standard Agreement.

Authorizing resolutions do not need to be provided as part of the application. (c) Documentation evidencing that the Applicant: has the authority to undertake the activities applied for; that it meets the eligibility requirements; that it does not have any unresolved Department audit findings nor pending lawsuits; that if the application is for a construction project, Construction Work has not yet begun; and that it agrees to comply with all program requirements. (d) Project or program description including amount applied for, number of units or Households to be assisted, income levels of Households to be assisted, description of prior experience with the type of program or project applied for, geographic location of the activities, financing sources and uses, and description of any contributed labor.
(e) For Homeownership Development Projects, the description of the project also shall include: a description of how the Applicant has site control; to the extent applicable, the status of all local government approvals; availability of on and off site improvements and utilities; soil condition and environmental conditions; project costs; unit description in terms of size, number of bedrooms; per unit construction cost; estimated sales price and sources of financing; estimated monthly Housing Costs of purchasers; and description of the Homebuyer Education program. (f) A description of how the Applicant will comply with the requirements for Local Program/project administration set forth in §204 applicable to the program or project being applied for.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. Reference: and 50650.7, H.S.C.

Section 502. Selection Process
(a) For applications that pass threshold reviews, those applications will be rated and ranked according to the rating criteria set forth in the NOFA and application. (b) For those eligible applications received in an over-the-counter NOFA process, individual Projects will be evaluated for funding on a first-come, first-served basis as set out in NOFA.
(c) Tiebreaker criteria and methodology will be specified in the NOFA.

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(d) Applications shall be evaluated on the criteria identified in the NOFA. (e) Once an Activity is awarded Department funds, the Recipient’s acceptance of these Department funds is acknowledging the Activity as submitted and approved by the Department is the activity that is to be funded. Any modification of the Activity, without written approval from the Department, would deem that Award null and void, as the awarded Project is no longer feasible as originally submitted and approved and because the awarded funds are unable to be assumed or assigned.

Section 503. Appeals Process
(a) The most current version of the Department’s Negative Points Policy published on the Department’s website (Administrative Notice Number 2022- 01) is hereby incorporated by this reference to these Guidelines as if set forth in full herein, and shall apply with equal force as all other provisions set forth herein. (b) If the Applicant is subject to negative points assessment based on the criteria outlined in the Department’s Negative Points Policy, HCD shall notify the Applicant in writing within the point score letter and will provide an opportunity to appeal negative points assessment, or any disagreed points assessment, pursuant to the appeals process as set forth in the NOFA. Disqualifying threshold determinations shall also follow a similar process, which shall be set forth in greater detail in the NOFA. For reference, all such appeals must be received by HCD no later than five (5) business days from the date of HCD’s threshold review, or initial score letters, as applicable, representing HCD’s decision made in response to the application.

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

Article VI. PROGRAM OPERATIONS
Section 600. Legal Documents
(a) Upon the Award of funds, the Department shall enter into a Standard Agreement with the Recipient constituting a conditional commitment of funds. This contract shall require the parties to comply with the requirements and provisions of these Guidelines. The Standard Agreement shall encumber state monies in an amount sufficient to fund the approved Local Program or project, subject to limits established in the NOFA and consistent with the application. The Standard Agreement shall contain, but not be limited to, the following as appropriate for the activity.
(1) A description of the approved Local Program or project and the permitted uses of CalHome Program funds.

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(2) Provisions governing the amount, terms, and conditions of the Department’s development Loan or Grant to Recipient.
(3) For Homeownership Development Projects, provisions governing the Construction Work and, as applicable, the acquisition of the project site, and the disbursement of Loan proceeds.
(4) For Self-Help Technical Assistance projects, a budget, and a timetable for completion of the project.
(5) Requirements for the execution, and where appropriate, the recordation of the agreements and documents required under the CalHome Program. (6) For a Local Program or project, the Recipient’s responsibilities for operation of the Local Program or completion of the project, including, but not limited to, number of units to be assisted, marketing, CalHome Program Loan processing and funding, construction monitoring and disbursement, report submissions, file documentation.
(7) For a Homeownership Development Project, the Recipient’s responsibilities for the development of the project, including, but not limited to, number of units to be assisted, marketing, processing of individual homebuyer CalHome Program Loans, expiration date, report submissions, file documentation. (8) Manner, timing, and conditions for disbursement of CalHome Program or Project funds to Recipients.
(9) Provisions relating to the placement on or in the vicinity of the Homeownership Development Project site, a sign indicating that the Department has provided financing for the Project. The Department may also arrange for publicity of the Department CalHome Program Homeownership Development Loan in its sole discretion.
(10)Remedies available to the Department in the event of a violation, breach, or default of the Standard Agreement.
(11)Requirements that the Recipient permit the Department or its designated agents and employees the right to inspect the Project or Local Program and all books, records and documents maintained by the Recipient in connection with the Local Program or Self-Help Technical Assistance Project Grant or Homeownership Development Project Loan or Local Program individual CalHome Program Loans.
(12)Special conditions imposed on a case-by-case basis as part of Department approval of the Local Program or Project.
(13)Terms and conditions required by federal or state law.

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(14) Other provisions necessary to ensure compliance with the requirements of the CalHome Program.
(b) Prior to the disbursement of funds, the Department shall enter into a 20-year Monitoring Agreement with the Recipient requiring the parties to comply with the requirements and provisions of §207 regarding a Reuse Account established pursuant to the CalHome Program legislation. The Monitoring Agreement shall contain, but not be limited to, the following:
(1) Requirements regarding the establishment of a Reuse Account for the deposit of CalHome Program Loan repayments, including interest and principal, and the requirements for disbursement of funds from the Reuse Account.
(2) The plan for servicing of the CalHome Program Loans as prepared by the Recipient and reviewed and approved by the Department.
(3) The plan for the reuse of CalHome Program funds.
(4) Requirements for submittal of an annual report.
(5) Remedies available to the Department in the event of a violation, breach, or default of the Monitoring Agreement.
(6) Requirements that the Recipient permit the Department or its designated agents and employees the right to inspect the Local Program or Project and all books, records and documents maintained by the Recipient in connection with the Reuse Account and long-term Loan servicing.
(7) Other provisions necessary to ensure compliance with the requirements of the CalHome Program.
(c) All homeowner/homebuyer CalHome Program Loans originated by a Recipient shall be evidenced by the following documents and provisions:
(1) A promissory note evidencing the CalHome Program Loan, payable to the Recipient in the principal amount of the CalHome Program Loan and stating the terms and rate of interest of the CalHome Program Loan consistent with the requirements of the CalHome Program. The Recipient is prohibited from assigning their beneficial interest under the note. Unless the homeowner / homebuyer property is located on trust or restricted land within Indian Country, the note shall be secured by a deed of trust, or other appropriate security instrument acceptable to the Department, on the homeowner/ homebuyer property naming the Recipient as beneficiary. This deed of trust or other appropriate security instrument shall be recorded and shall secure the Recipient’s financial interest in the Project.
(2) In the case of homeowner Rehabilitation CalHome Program Loans, a Loan agreement between the homeowner and the Recipient governing the February 18, 2025 Special & Regular CC Mtg Page 206 of 424 Department of Housing and Community Development Page 38 of 57 CalHome Program Guidelines (2024)
Rehabilitation and the CalHome Program Loan terms. The terms of any other financing provided by the Recipient should also be included. (d) Homeownership Development Project Loan legal documents shall include, but not be limited to:
(1) A promissory note evidencing the Loan, payable to the Department in the principal amount of the Loan and stating the terms of the Loan consistent with the requirements of the CalHome Program. The note shall be secured by a deed of trust on the Project property naming the Department as beneficiary.

This deed of trust shall be recorded junior only to such liens, encumbrances and other matters of record approved by the Department and shall secure the Department's financial interest in the Project and the performance of the Developer Borrower’s program obligations. In the case of a Tribal Entity and a Project located on land held in trust by the BIA or land subject to a restriction by the United States against alienation, the note may be secured by the following wherein the Department shall be named as a beneficiary in each security instrument (i) a Declaration of Restrictive Covenants, (ii) lien against the leasehold property interest, or (iii) other mechanism acceptable to the Department.
(2) A development agreement between the Department and the Developer Borrower, for not less than the term of the Homeownership Development Project Loan, which sets forth the obligations of the parties regarding standards and conditions which control development of the subject property. (e) Self-Help Technical Assistance Grant legal documents shall include, but not be limited to, an agreement between the Recipient and Self-Help participants which clearly sets forth what is expected of each party, and which clearly shows what work is expected of the participating Household.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C., 50650.3(b), 50650.4 and 50650.7, H.S.C.

Section 601. Disbursement of Loan and Grant Funds
(a) CalHome Program funds shall be disbursed on an advance basis or a reimbursement basis. Advances may include, but are not limited to:
(1) Homeownership Development Project Loan disbursements; (2) Advances of up to 25 percent of the Award for Self-Help and Shared Housing Technical Assistance.
(3) Advances of up to 25 percent of the Award for Owner-Occupied Rehabilitation Programs or ADU/JADU Programs up to the amount of the Recipient’s anticipated volume of closed Loans for the following 60 days; or February 18, 2025 Special & Regular CC Mtg Page 207 of 424 Department of Housing and Community Development Page 39 of 57 CalHome Program Guidelines (2024)
(4) Advances of up to 25 percent of the Award for escrow for Mortgage Assistance Loans.
(b) Details of the process for disbursements are as follows:
(1) CalHome Program funds shall not be obligated to a Recipient prior to the date a Standard Agreement is executed by both the Recipient and the Department.

CalHome Program funds may be released only after the Standard Agreement is fully executed and the Department has reviewed and approved the following Recipient submissions:
(A) Loan servicing plan.
(B) Recipient’s applicable Program Guidelines.
(C) Loan document templates.
(D) Reuse Agreement with verification of established Reuse Account. (E) Fully executed 20-year Monitoring Agreement, and;
(F) If Recipient contracts with a third party for any item(s) listed under §601(b)(1), then Recipient shall also submit the legally binding agreement with such third party, together with any and all exhibits, addenda, and amendments thereto, to the Department for review and approval.
(2) CalHome Program funds may be requested as either a reimbursement or as an advance. All Recipients shall reconcile advances within ninety (90) days of receipt of funds from HCD. Documentation showing at least two-thirds of the funds previously released for program activities were expended shall be submitted to the Department before another advance request will be processed. Recipients shall also be up to date on all submissions of quarterly, annual, and Reuse Account reports as applicable before another advance request will be processed. Advances that are not used within this timeframe shall be returned to the Department.
.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C., Reference: 50650.3(b), H.S.C., 50650.4 and 50650.7, H.S.C.

Section 602. Reporting Requirements
(a) During the term of the Standard Agreement, and no later than 30 days after the end of each calendar quarter, the Recipient shall submit to the Department a performance report which shall address the following topics; (1) Description of current status of program activity, including number of units assisted,
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(2) Description of activities to be undertaken in the next reporting period, (3) Description of problems or delays encountered in program implementation, and course of action taken to address them,
(4) Description of actions taken to meet program expenditure deadlines, (5) Summary of program fiscal status, including:
(A) Award amount
(B) Funds drawn
(C) Remaining balance
(b) During the term of the Standard Agreement and Monitoring Agreement, no later than 30 days after June 30 of each year, the Recipient shall submit to the Department an annual performance report which shall address the following topics:
(1) Number of units assisted with CalHome Program Loans by program activity type,
(2) Amount of CalHome Program funds spent on CalHome Program Eligible Activities by category,
(3) Summary of fiscal status for the reporting period, including (4) Award amount,
(5) Funds drawn as of June 30, and
(6) Remaining balance.
(c) At any time during the term of the Standard Agreement or the Monitoring Agreement, the Department may perform or cause to be performed an independent financial audit of any and all phases of the Recipient’s Local Program, Self-Help Technical Assistance Project or Homeownership Development Project. At the Department’s request, the Recipient shall provide, at its own expense, a financial audit prepared by a Certified Public Accountant.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C., H.S.C., 50650.7, H.S.C., and 50650.7, H.S.C.

Section 603. Performance Goals
(a) For all Local Program activities:
(1) 100 percent of funds shall be expended within 36 months of the date the February 18, 2025 Special & Regular CC Mtg Page 209 of 424 Department of Housing and Community Development Page 41 of 57 CalHome Program Guidelines (2024)
Standard Agreement is executed by the Department. If this goal is not met:
(A) The remaining unused funds may be disencumbered by the Department; and
(B) If less than 95 percent of the funds are expended at the end of the 36th month, the Recipient’s next application for funding under the CalHome Program may receive a penalty deduction in the total points awarded pursuant to the current NOFA.
(b) For Homeownership Development Projects:
(1) The Recipient shall draw down CalHome Program funds or begin onsite construction within 22 months from the date the Standard Agreement is executed by the Department. If this goal is not met, the Department may disencumber all funds and cancel the Department commitment to the Project; and
(2) Unit construction must be completed, and CalHome Program Mortgage Assistance Loans closed within 60 months from the date the Standard Agreement is executed by the Department. If the projected number of Assisted Units has not been achieved by the end of the 60th month, the Recipient’s next application for funding under the CalHome Program may receive a penalty deduction in the total points awarded pursuant to the current NOFA. (c) For Self-Help Technical Assistance Grants:
(1) The Recipient shall begin onsite construction within 12 months from the date of the Award of funds by the Department. If this goal is not met, the Department may disencumber all funds and cancel the Department commitment to the Project; and
(2) Unit construction shall be completed within 60 months of the date the Standard Agreement is executed by the Department. If this goal is not met, then:
(A) The remaining unused funds may be disencumbered by the Department; and
(B) If the projected number of Assisted Units has not been completed by the end of the 60th month, the Recipient’s next application for funding under the CalHome Program may receive a penalty deduction in the total points awarded pursuant to the current NOFA.
(d) The Department may exercise its reasonable discretion to disencumber funds discussed under this provision or to grant an extension of time; provided however that any extensions are in all events subject to any and all applicable encumbrances, deadlines, and limitations, including but not limited to H.S.C. 54006(g).

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NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. and 50650.7, H.S.C.

Section 604. Defaults and Loan Cancellations
(a) Funding commitments may be canceled by the Department under any of the following conditions:
(1) The objectives and requirements of the CalHome Program cannot be met; (2) Implementation of the Local Program or Project cannot proceed in a timely fashion in accordance with the timeframes established in the Standard Agreement; or
(3) Funding conditions have not been fulfilled within required time periods. (b) In the event of a breach or violation by the Recipient of any of the provisions of the Standard Agreement, the development agreement, the Homeownership Development Project Loan promissory note, or the Homeownership Development Project Loan deed of trust or other security interest, or any other agreement pertaining to the Homeownership Development Project, the Department may give written notice to the Sponsor to cure the breach or violation within a period of not less than 15 days. If the breach or violation is not cured to the satisfaction of the Department within the specified time period, the Department, at its option, may declare a default under the relevant document and may seek legal remedies for the default, including the following:
(1) The Department may accelerate all amounts, including outstanding principal and interest, due under the Loan and demand immediate repayment thereof.

Upon a failure to repay such accelerated amount in full, the Department may proceed with a foreclosure in accordance with the provisions of the deed of trust and state law regarding foreclosures. In the case of a Tribal Entity and a Project located on land held in trust by the BIA or land subject to a restriction by the United States against alienation, the Department may exercise its beneficiary rights under the security instrument described under §600(d)(1). (2) The Department may seek, in a court of competent jurisdiction, an order for specific performance of the defaulted obligation or the appointment of a receiver to complete the Project in accordance with CalHome Program requirements; and
(3) The Department may seek such other remedies as may be available under the relevant agreement or any law.
(c) Upon receipt of a notice of intent to cancel the commitment from the Department, the Recipient shall have the right to appeal to the Director.

NOTE: Authority cited: §50406(n) and 50650.2, H.S.C. and 50650.3(b), and 50650.7, H.S.C.

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APPENDIX A- DEFINITIONS
This appendix includes combined definitions for both Homeownership Super NOFA Guidelines and replaces former Guidelines definitions.

AB 434- Assembly Bill No. 434, Chapter 192, Statutes of 2020.

Accessory Dwelling Unit (ADU)- Shall have the same meaning as defined by subdivision (j)(1) of Government Code (GC) §65852.2.

Activity- An eligible use of Program funds that can be either a Homeownership Development Project or a Local Program.

Administrative Subcontractor- Any entity or individual which contracts with the Program Recipient to provide any portion of administrative services to the Local Program Activity.

Individuals or groups that are acting in the capacity of developer or owner of a Project shall not act as Administrative Subcontractor for the Activity.

ADU/JADU Program- Funds are provided to a Locality or Nonprofit Corporation to administer a Program to fund the construction, reconstruction, repair, or Rehabilitation of ADUs or Junior Accessory Dwelling Units (JADUs). The Eligible Household is allowed, if assisted through a CalHome Program ADU/JADU Program, to rent or lease an ADU or a JADU unit.

Affordable- As it relates to Housing Costs, this means that the housing obligation can be paid by the person or Household, along with all other financial responsibilities, without endangering the financial stability of the Household.

After-Rehabilitation Value- The appraised value of the property including completed Rehabilitation work.

Agricultural Employment- Employed in the cultivation and tillage of the soil; the production, cultivation, growing and harvesting of any agricultural or horticultural commodities; the raising of livestock, bees, furbearing animals, or poultry; dairying, forestry, and lumbering operations; and any work on a farm as incident to or in conjunction with such farming operations, including the delivery and preparation of commodities for market or storage.

Agricultural Employment also includes work done by any person who works on or off the farm in the processing of any agricultural commodity until it is shipped for distribution, whether or not such person is encompassed within the definition specified in subdivision (b) of §1140.4 of the Labor Code.

Agricultural Household- An Agricultural Worker or workers and other persons who reside or will reside with an Agricultural Worker in an Assisted Unit.

Agricultural Worker- An individual who derives, or prior to retirement or disability derived, a substantial portion of his/her income from Agricultural Employment.

Annual Income- All income as defined in 24 Code of Federal Regulations (CFR), Part 5, §5.609 (see Income Calculation and Determination Guide for Federal Programs, Chapter 1, Chapter 2, and Chapter 3). ADU or JADU related income will be exempt from the Annual February 18, 2025 Special & Regular CC Mtg Page 212 of 424 Department of Housing and Community Development Page 44 of 57 CalHome Program Guidelines (2024)
Income calculation.

Applicant- The Local Public Entity(ies) and/or Nonprofit(s) applying to the Department for the Program funding. Such Local Public Entity(ies) and/or Nonprofit(s) may also be the Sponsor, defined in these Guidelines. Upon receiving an Award of funds, the Applicant will be referred to as the “Recipient” in the Department’s legal documents relative to an Award of a Grant, or as “Sponsor” in the Department’s legal documents relative to an Award of a Loan. For the purpose of designated Program Guidelines, an Applicant that only receives an Award of Grant funding will, both individually and collectively, be referred to as the “Recipient.” Assisted Housing Unit (Assisted Unit)- A housing Unit that is subject to Program occupancy restrictions as a result of financial assistance provided under the Program.

Assisted Units shall also include Units occupied by a Seeker successfully matched to a Homeowner Provider under a Shared Housing Local Program or a Household provided with Self-Help Technical Assistance in a Project funded pursuant to this subchapter.

Award- A commitment of money in the form of a Program Grant or a Loan that is made by the Department to an Applicant.

Back-End Ratio- The ratio between monthly Household income and monthly Housing Costs plus all payments on long-term installment debt.

Borrower- A homebuyer(s) or existing homeowner(s) who has or will receive a Program Loan made from the Department funded Local Program. This person(s) will sign the promissory note and is or will be the homeowner of the property being financed.

Community-Based Developer– A nonprofit entity (including a Tribal Entity), and/or a Limited Liability Company or Limited Partnership if permitted by the applicable funding Program, which satisfies all of the following requirements at the time of application, as reasonably determined by the Department:
(a) The entity shall have been operating in the community to be served by the Project described in the application for a period of at least twenty-four (24) consecutive months immediately preceding application submittal;
(b) The entity shall reasonably define the community to be served by specifying and delineating the applicable neighborhood geographic area on a map showing, among other things, the boundaries thereof and the number of square miles contained therein, not to exceed ten (10) square miles for non-Rural Areas or twenty (20) square miles for Rural Areas; and such defined community shall:
(1) be primarily or exclusively located in a Moderate and/or Low Resource area or in a High Segregation & Poverty area, as designated in the most recently updated TCAC/HCD Opportunity Area Map or in such comparable federal map(s) as approved by the Department;
(2) include the Project to be funded by the award; and
(3) subject to subsection (c) immediately following, include the entity’s corporate office within its boundaries.

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(c) The entity satisfies either of the following geographic requirements, as applicable:
(1) Where the proposed Project is located in a non-Rural Area, either: (A) the entity maintains a corporate office within five miles of the proposed Project, or (B) the entity has developed, owned, or operated at least three deed-restricted affordable housing projects located within 10 miles of the proposed Project; or (2) Where the proposed Project is located in a Rural Area, either: (A) the entity maintains a corporate office within 10 miles of the proposed Project, or (B) the entity has developed, owned, or operated at least three deed restricted affordable housing projects located within 20 miles of the proposed Project. (d) The entity satisfies both of the following experience requirements:
(1) The entity has developed, owned, or operated at least one Homeownership Development Project that is equivalent to the proposed Project in size and scale.

The Department may determine experience by evaluating the experience of the entity itself or the experience of senior staff within the organization. If the experience requirement is satisfied by one or more of the Community-Based Developer’s senior staff members, then the Standard Agreement and the loan documents shall include a Sponsor obligation to provide the Department with immediate written notice in the event of such member’s or members’ departure from or termination by the entity.
(2) The entity has at least five years’ experience in the delivery of Culturally Competent Services and/or Community Benefit Programs to Very Low Income and/or Lower Income Households in the communities served by the entity. This experience must include direct, in-person delivery of at least two Culturally Competent Services and/or Community Benefit Programs to the general public within 10 miles of the proposed Project. Such services or programs must have been provided on an ongoing basis and during core business hours, and they cannot have been provided at an existing affordable housing project. (e) The entity serves no more than three distinct geographic communities, as demonstrated by the location or delivery site of corporate offices, affordable housing projects, Culturally Competent Services, and/or Community Benefit Programs. (f) The entity has community knowledge, commitment to long-term community investment, and population-specific cultural competency, as demonstrated by evidence of at least two of the following:
(1) Receipt of grant funds for services within the relevant community. (2) Bilingual staff members that provide daily language assistance during the entity’s delivery of services to the relevant community.
(3) A record of hiring within the community.
(4) Membership in or recruitment from a local Urban League (or substantially equivalent) organization.

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Community Benefit Programs– Such programs include, but are not limited to, the following:
(a) Free or reduced-cost childcare, after-school care, youth development, or adult daycare programs.
(b) Community center facilities that are staffed and open to the public at least once a week or a minimum of seven (7) hours each week.
(c) A medical clinic with a physician, physician’s assistant, or nurse practitioner onsite for a minimum of 40 hours each week.
(d) Technical assistance or lending to, or investment in, at least ten (10) small businesses within five (5) miles of the proposed Project.
(e) Job training, digital literacy training, college outreach (linking potential students to college resources and information), or other employment or educational programs or outreach.
(f) Financial counseling, housing counseling, free tax return assistance, or other economic empowerment programs.
(g) Food distribution programs.

Community Revitalization- A Program or Project will be considered to contribute towards Community Revitalization if all Units to be assisted with Program funds are, or will be, located within a federal Promise Zone, a Choice Neighborhood Initiative Area, an Opportunity Zone, or a federally designated Justice40 Initiative disadvantaged community.

Construction Skills Training Program- An existing program that trains youth 16 to 24 years old in construction skills.

Construction Period Expenses- Carrying costs during construction, including insurance, construction financing fees and interest, taxes, and any other expenses necessary to hold the property while the eligible Homeownership Development Project, including ADUs and JADUs, is under construction. Construction Period Expenses do not include unit construction costs.

Culturally Competent Services– Services that respect diversity in the community and that respond effectively across cultures, regardless of differences in language, communication styles, abilities, disabilities, beliefs, attitudes, and behaviors.

Department or HCD- The California Department of Housing and Community Development.

Developer- Locality or Nonprofit Corporation that owns the Project land, obtains the Project financing, and develops the Homeownership Development Project.

Developer Borrower- Developer who receives a Program Loan for the development of a Project involving Homeownership Units.

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Elderly- The same as defined in H.S.C., §50067.

Eligible Household- A Lower or Very Low-Income Household at or below ModerateIncome Household that is a victim of a disaster as defined in H.S.C., §50650.3 that is:
(a) A First-Time Homebuyer;
(b) An existing owner-occupant of property in need of Rehabilitation, including construction, repair, reconstruction, or rehabilitation of an ADU or a JADU; (c) A homeowner participant in a Shared Housing Local Program; or (d) A First-Time Homebuyer participant in a Self-Help Construction Project.

The Eligible Household shall occupy, or intend to occupy, the property as their principal residence and shall not lease or rent the property (except in the case of a Homeowner Provider assisted through a CalHome Shared Housing Program in renting a room in their home to a Seeker, or in the case of an owner-occupant assisted through a CalHome Program ADU/JADU Program in renting an ADU or a JADU Unit).

First-Time Homebuyer- A Borrower(s) who has not owned a home during the three-year period before the purchase of a home with Program assistance, except that the following individual or individuals may not be excluded from consideration as a First-Time Homebuyer under this definition:
(a) A displaced homemaker who, while a homemaker, owned a home with their spouse or resided in a home owned by the spouse. A displaced homemaker is an adult who has not within the preceding two years worked on a fulltime basis as a member of the labor force for a consecutive 12-month period and who has been unemployed or underemployed, experienced difficulty in obtaining or upgrading employment, and worked primarily without remuneration to care for their home and family; (b) A single parent who, while married, owned a home with their spouse or resided in a home owned by the spouse. A single parent is an individual who is unmarried or legally separated from a spouse and has one or more minor children for whom the individual has custody or joint custody, or is pregnant; or
(c) An individual or individuals who owns or owned, as a principal residence during the three-year period before the purchase of a home with Program assistance, a dwelling Unit whose structure is:
(1) Not permanently affixed to a permanent foundation in accordance with local or state regulations; or
(2) Not in compliance with state, local, or model building codes and cannot be brought into compliance with such codes for less than the cost of constructing a permanent structure.

Foundation System- An assembly of materials designed and engineered by an architect or engineer to resist the imposition of external forces once a Manufactured Home or February 18, 2025 Special & Regular CC Mtg Page 216 of 424 Department of Housing and Community Development Page 48 of 57 CalHome Program Guidelines (2024)
Mobilehome is installed upon it. This includes a design to withstand vertical and lateral forces due to dead load, roof and floor live loads, wind, and seismic loads in accordance with the California Residential Code.

Front-End Ratio- The ratio between monthly Household income and monthly Housing Costs, including first Mortgage, principal, interest, taxes, and insurance.

Grant- An Award of funds made from the Department to eligible Localities or Nonprofit Corporations to operate Local Programs or to provide Self-Help Technical Assistance to a Project. In the case of a Homeownership Development Project Loan, the portion of that Loan which is used to provide Mortgage Assistance to qualified First-Time Homebuyers is converted to a Grant.

Grant Agreement- The written agreement between the Department and the Developer of a Homeownership Housing Project ensuring compliance with construction, financial and Program obligations.

Homebuyer Education- A specific course of instruction to educate First-Time Homebuyers regarding various aspects of purchasing and maintaining a home.

Homeownership- Any of the following:

1. Fee simple title on real property.

2. A leasehold interest on real property that enables the lessee to make improvements on and encumber the property and has a term sufficient to secure the Program Loan.

3. Ownership of a Manufactured Housing Unit.

4. A share interest in a limited equity housing cooperative.

5. A tribal land assignment, tribal homestead site, or other form of tribally-determined homeownership.

6. An interest in a Mutual Housing Project.

Homeownership Development Project- New construction, rehabilitation, or adaptive reuse on a site, including single-family subdivisions, multifamily Homeownership Projects such as condominium developments, or scattered sites, that is under common ownership, development financing and construction.

Homeownership Development Project Loan (“Project Loan”)- Development loan to the Recipient to be used for purchase of real property, Onsite Improvements, Predevelopment Costs, and Construction Period Expenses. Onsite Improvements do not include construction of housing units. Construction Period Expenses do not include unit construction costs. Up to 100 percent of the Project Loan may be used to provide Mortgage Assistance to qualified First-Time Homebuyers once the homes are built; any portion of the Project Loan used for Mortgage Assistance is converted to a Grant. Any remaining Project Loan amount not used for Mortgage Assistance is repayable to the Department.

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Homeowner Provider- A Low-Income person(s) currently residing in a home they own and occupy as a principal place of residence who desires to find a tenant to share their residence.

Household- One or more persons occupying the same housing Unit.

Housing Cost- Pursuant to Title 25, California Administrative Code, §6920, the Housing Cost of a person or family purchasing a housing Unit shall include all of the following associated with that housing Unit:
(a) Principal and interest on a Mortgage Loan, including any Rehabilitation Loans, and any Loan insurance fees associated therewith.
(b) Property taxes and assessments.
(c) Fire and casualty insurance covering replacement value of property improvements. (d) Property maintenance and repairs.
(e) A reasonable allowance for utilities, including garbage collection, sewer, water, electricity, gas, and other heating, cooking, and refrigeration fuels. Utilities does not include telephone service. Such an allowance shall take into consideration the cost of an adequate level of service.
(f) Homeowner association fees.
(g) Space rent if the housing Unit is situated on rented land.

Housing Development- A residential housing development that receives assistance from the Program and includes Assisted Housing Units.

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

Indian Country-
(a) All land located in “Indian Country” as defined by 18 U.S. Code (USC) 1151:
(1) all land within the limits of any Indian reservation under the jurisdiction of the United States Government, notwithstanding the issuance of any patent, and, including rightsof-way running through the reservation, (2) all dependent Indian communities within the borders of the United States whether within the original or subsequently acquired territory thereof, and whether within or without the limits of a state, and
(3) all Indian allotments, the Indian titles to which have not been extinguished, including rights-of-way running through the same.
(b) All land within the limits of a Rancheria under the jurisdiction of the United States Government.
(c) All land held in trust by the United States for an Indian Tribe or individual; and February 18, 2025 Special & Regular CC Mtg Page 218 of 424 Department of Housing and Community Development Page 50 of 57 CalHome Program Guidelines (2024)
(d) All land held by an Indian Tribe or individual subject to a restriction by the United States against alienation.

Junior Accessory Dwelling Unit (JADU)- In compliance with GC §65852.22, a residential living area contained within a proposed or existing single-family residence that is no more than 500 square feet in size. JADUs can include additions to an existing structure of no more than 150 square feet. JADUs shall include independent provisions for living, sleeping, eating, and cooking (area meeting the definition of Efficiency Kitchen but not a standard Kitchen), and shared or separate sanitation facilities with the main dwelling unit. See also Accessory Dwelling Unit.

Loan- The same meaning as defined in H.S.C., §50076.6.

Loan-to-Value Ratio- The ratio between the amount of all indebtedness liened, or to be liened, against a property and the appraised value of the property securing the liens.

Limited Liability Company- a Limited Liability company where all the members are Nonprofit public benefit corporations. Limited Liability Company eligibility requirements are specified in §200.1 of the Serna Guidelines.

Limited Partnership- A Limited Partnership as defined in §171.5 of the Corporations Code and in which all of the general partners are either Nonprofit public benefit corporations, Limited Liability Companies, or a combination of Nonprofit public benefit corporations and Limited Liability Companies. Limited Partnership eligibility requirements are specified in §200.1 of the Serna Guidelines.

Local Public Entity or Locality- Any county, city, city and county, Tribal Entity, a community redevelopment agency, or successor agency organized pursuant to Part 1 (commencing with §33000) of Division 24, or housing authority organized pursuant to Part 2 (commencing with §34200) of Division 24, and any instrumentality thereof, which is authorized to engage in or assist in the development or operation of housing for persons and families of Low-Income. It also includes two or more Local Public Entities acting jointly.

Local Program- Either a First Time Homebuyer Mortgage Assistance, Owner-Occupied Rehabilitation, Self-Help Technical Assistance, Serna Acquisition of Manufactured Housing Activity, CalHome ADU/JADU, or CalHome Shared Housing Program operated by a Local Public Entity or Nonprofit Corporation.

Lower-Income or Low-Income- The same meaning as defined in §50079.5 of the H.S.C. or another definition if one is provided in a given NOFA for Program funding. In the case of Eligible Activities located within Indian Country, lower-income or low-income shall be determined in accordance with 25 U.S.C. §4103.

Manufactured Home Community- The same meaning as Mobilehome Park as defined in H.S.C. §18214.

Manufactured Housing or Manufactured Home- Pursuant to H.S.C. §18007, https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=18007.&la wCode=HSC means a structure that was constructed on or after June 15, 1976, is transportable in one or more sections, is eight body feet or more in width, or 40 body feet or February 18, 2025 Special & Regular CC Mtg Page 219 of 424 Department of Housing and Community Development Page 51 of 57 CalHome Program Guidelines (2024)
more in length, in the traveling mode, or, when erected on site, is 320 or more square feet, is built on a permanent chassis and designed to be used as a single-family dwelling with or without a foundation when connected to the required utilities, and includes the plumbing, heating, air conditioning, and electrical systems contained therein. “Manufactured home” includes any structure that meets all the requirements of this paragraph except the size requirements and with respect to which the manufacturer voluntarily files a certification and complies with the standards established under the National Manufactured Housing Construction and Safety Act of 1974 (42 U.S.C., Sec. 5401, and following). A Manufactured Home can be in a rental Mobilehome Park, on leased land, or on property owned by the occupant. In these Guidelines, with respect to Manufactured Housing not installed on a permanent foundation, terms that typically apply to conventionally constructed housing or to Loans secured by real property shall be given the appropriate analogous meaning used in the Manufactured Housing industry. For example, rather than holding fee title to the property, a Manufactured Homeowner is listed as the registered owner on the certificate of title issued by the Department.

Maximum Sales Price/Value Limit- The maximum allowable sales price, or the maximum After-Rehabilitation Value of a home assisted with a Program Loan.

Mobilehome- Pursuant to H.S.C. §18008 means a structure that was constructed prior to June 15, 1976, is transportable in one or more sections, is eight body feet or more in width, or 40 body feet or more in length, in the traveling mode, or, when erected onsite, is 320 or more square feet, is built on a permanent chassis and designed to be used as a single-family dwelling with or without a foundation system when connected to the required utilities, and includes the plumbing, heating, air conditioning, and electrical systems contained therein. “Mobilehome” includes any structure that meets all the requirements of this paragraph and complies with the state standards for Mobilehomes in effect at the time of construction. “Mobilehome” does not include a commercial modular, as defined in H.S.C. §18001.8, factory-built housing, as defined in H.S.C. §19971, a Manufactured Home, as defined in H.S.C. §18007, a multifamily Manufactured Home, as defined in H.S.C. §18008.7, or a recreational vehicle, as defined in H.S.C. §18010.

Notwithstanding any other provision of law, if a codified provision of state law uses the term “Mobilehome,” and it clearly appears from the context that the term “Mobilehome” should apply only to Mobilehomes, as defined under subdivision (a), the codified provision shall apply only to those Mobilehomes. If any codified provision of state law, by its context, requires that the term applies to Mobilehomes or Manufactured Homes without regard to the date of construction, the codified provision shall apply to both Mobilehomes, as defined under subdivision (a), and Manufactured Homes, as defined under H.S.C. §18007.

Mobilehome Park- The same as defined in H.S.C. §18214.

Moderate-Income Household- The same as defined in H.S.C., §50093, or another definition if one is provided in a given NOFA for CalHome funding.

Monitoring Agreement- The contract entered into between the Department and a Recipient that allows for the long-term monitoring of Award for compliance with Program Guidelines.

Mortgage- A deed of trust which is used to secure a lien on real property or, in the case of Manufactured Housing, a security instrument sufficient to legally perfect a security interest in the home.

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Mortgage Assistance- Permanent financing used towards homebuyer costs, up to a maximum limit as specified in the current NOFA.

Mortgage Assistance Program- Shall consist of providing Mortgage Assistance Loans to Households at or below 80 percent of AMI or to Households below 120 percent of AMI who were victims of a disaster (in compliance with Health and Safety Code, §50650, subdivision a(3)).

Multifamily Housing- A structure or facility established primarily to provide housing that provides four or more living Units, in which ultimately Agricultural Households hold title to individual Units.

Mutual Housing- A multi-Unit Homeownership Development that allows each resident a vested financial interest that has a determinable market value, is divisible and gives the owner an exclusive right to occupy a designated Unit for an indefinite period.

NOFA- Notice of Funding Availability issued by the Department to announce that funds are available and that applications for that funding may be submitted.

Nonprofit- The same as "Nonprofit Corporation" defined in H.S.C. §50091.

Onsite Improvements- encompasses the term “site improvements”, as that term is used in California Health & Safety Code §50650.3(c)(1) and elsewhere in these Guidelines, and means improvements related to eligible Homeownership Development Projects where such improvements are: (a) located within the boundaries of the subdivision (or individual parcels for scattered site developments), and; (b) are intended for public dedication. Examples of Onsite Improvements include streets, sidewalks, utility connections, sewer lines, water lines, and flood and drainage systems, which are located within the boundaries of the subdivision (or individual parcels for scattered site developments), and intended for public dedication, but in all cases the term Onsite Improvements does not include unit construction.

Owner-Occupied- Real estate in which the person who owns the property also uses the home as their primary residence.

Owner-Occupied Rehabilitation Program- Owner-Occupied Rehabilitation Assistance (OOR) shall consist of loans to Households at or below 80 percent of AMI or at or below 120 percent of AMI for Households who were victims of disaster. Manufactured Housing is eligible, including replacement of a manufactured home pursuant to Guidelines §403.2, subdivision (e), whether located in Mobilehome Park or elsewhere. The repair, full reconstruction, or the addition of an Accessory Dwelling Unit (ADU) or Junior Accessory Dwelling Unit (JADU) is also eligible.

Permanent Foundation – Pursuant to H.S.C. §18551(a), a Manufactured Home shall be considered on a permanent foundation when the Manufactured Home is installed on a Foundation System as a fixture or improvement to the underlying real property, and the Manufactured Home attachment as a fixture or improvement to the underlying real property is inspected, approved by a building official, and the HCD form 433A is recorded with the county where the land is located.

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Permit to Operate –A “Permit to Operate” a mobilehome issued by the Mobilehome Parks Program of the Division of Codes and Standards of the California Department of Housing and Community Development.

Person With a Disability- An individual with a physical or mental impairment that limits one or more major life activities as defined by the California Fair Employment and Housing Act (FEHA) and other disability rights statutes (GC §12955.3, GC §12926(m), and GC §12926(j)).

Predevelopment Costs- The costs directly related to Program eligible housing development, including ADUs and JADUs. Predevelopment Costs may include, but are not limited to, the costs of, or the costs associated with, land purchase or options to buy land; professional services such as architectural, engineering, or legal services; permit or application fees; bonding; site preparation; related water or sewer development; or material expenses.

Predevelopment Work – Includes grading, site preparation (with the exception of demolition or clearing of property), and/or site improvements intended for public dedication.

Principal- Employees of the Applicant who are in a position responsible for the oversight and management of development activities.

Program– in the CalHome Guidelines, the term ‘Program” is defined as the CalHome Program.

Program- in the Serna Guidelines, the term ‘Program’ is defined as the Joe Serna, Jr.

Farmworker Housing Grant Program.

Project- An eligible Activity that is a specific, singular endeavor to deliver a tangible output, such as a housing development, as opposed to a Program, which is a combination of activities and is delivered as a single package, such as a Mortgage Assistance Program.

Recipient- An eligible Applicant that has applied or has received approval for an Award of funds from the fund. The term "Recipient" shall include successors in interest and assignees of a Recipient.

Reconstruction - The rebuilding of a structure on the same site in substantially the same manner. Reconstruction is a form of Rehabilitation. The number of dwelling units on a site may not be increased but the number of rooms per unit may be increased or decreased. In the case of a disaster, as defined in H.S.C. §50650.3, replacement of a Manufactured Home pursuant to Guidelines §403.2, subdivision (e) is permitted on a different site if the original damaged unit was on leased land and the owner of the Manufactured Home must relocate to a new property. In the case of a disaster, as defined in H.S.C. §50650.3, HCD may, at its sole discretion and on a case-by-case basis, allow reconstruction of a Stick-Built Home on a different site under limited circumstances (for example, if rebuilding on the same site is infeasible or cost prohibitive due to extensive infrastructure damage, or if the new site is in an area with substantially lower disaster risk than the existing site).

Rehabilitation- In addition to the definition from H.S.C. §50096 and §50097, it can also have February 18, 2025 Special & Regular CC Mtg Page 222 of 424 Department of Housing and Community Development Page 54 of 57 CalHome Program Guidelines (2024)
the following meanings:
(a) Repairs and improvements to a Manufactured Home necessary to correct any condition causing the home to be substandard.
(b) Installation of a permanent foundation on a Manufactured Home that is OwnerOccupied as a principal place of residence, such that the Manufactured Home is assessed as real property and valued in the same manner as a conventional home. (c) Reconstruction.
(d) Construction, repair, reconstruction, or Rehabilitation of an ADU or a JADU. (e) Conversion of an existing space to add an ADU or a JADU. (f) Room additions to prevent overcrowding.
(g) Repairs and improvements which are necessary to meet any locally adopted standards used in local Rehabilitation; and
(h) Modifications, alterations, and additions necessary to improve accessibility and usability for persons with disabilities who reside in or regularly visit them.

Rehabilitation includes costs incurred for implementing resiliency mitigation measures identified in the Hazard Mitigation Plan or the Safely Element of the General Plan adopted by the jurisdiction in which the Program will be offered.

Rehabilitation does not include replacement of personal property.

Reuse Account- An account established pursuant to §207 of these Guidelines.

Rural Area- The same as defined in H.S.C. §50199.21.

RD or Rural Development- The United States Department of Agriculture acting through the Rural Housing Service, formerly known as the Farmers Home Administration.

Seeker- A person who desires to be placed as a tenant in a home that is Owner-Occupied.

Self-Help Construction- Owner building as defined in H.S.C., §50692 and may include Mutual Self-Help Housing as defined in H.S.C., §50692(b).

Self-Help Technical Assistance- Conducting and administrating a Project of technical or supervisory assistance, which will aid Eligible Households in carrying out owner-builder housing efforts.

Shared Housing- A Local Program designed to preserve Homeownership by matching a Homeowner Provider with a Seeker.

Shared Housing Match- A Seeker who has been successfully placed as a tenant into the residence of a Homeowner Provider.

February 18, 2025 Special & Regular CC Mtg Page 223 of 424 Department of Housing and Community Development Page 55 of 57 CalHome Program Guidelines (2024)
Shared Housing Technical Assistance- The provision of services required to match a Homeowner Provider with a Seeker.

Standard Agreement- The contract entered into between the Department and a Recipient pursuant to §600 of these Guidelines.

Stick-Built Home- A non-manufactured home, constructed entirely (or largely) on-site, using wood for the superstructure of the walls and roof.

Sponsor- This term is only applicable for Homeownership Development Project Loans. A Sponsor is an entity that constructs, develops, rehabilitates, purchases, or owns a housing development that is or will be subject to legally enforceable restrictive covenants that require the housing development to provide, at least in part, Affordable housing.

TCAC/HCD Opportunity Area Map- The map or maps approved periodically by the California Tax Credit Allocation Committee (TCAC) as the TCAC/HCD Opportunity Area Map.

Tribal Entity- Any of the following:
(a) An Indian Tribe as defined under United States Code (USC) §4103(13)(B) of Title 25. (b) A Tribally Designated Housing Entity under 25 USC §4103(22). (c) An Applicant that:
(1) is an Indian Tribe listed in the Bureau of Indian Affairs Office of Federal Acknowledgment Petitioner List, pursuant to CFR §83.1 et. seq. of Title 25 or an Indian Tribe located in California that is on the contact list maintained by the State of California Native American Heritage Commission for the purposes of consultation pursuant to GC §65352.3; and
(2) has organized a separate legal entity, either a non-profit or for-profit entity, in compliance with CCR tit. 25, §8301(s) and it is demonstrated to the satisfaction of the Department that the separate legal entity is controlled by the Tribal Entity Applicant.

Tribal Households or Tribal Household - means a Household that includes at least one (1) member of either of the following: an Indian Tribe as defined under 25 USC §4103(13)(B) or a non-federally recognized tribe that meets the requirements of a Tribal Entity, as defined herein.

Very Low-Income Household- The same as defined in §50105 of the H.S.C. or another definition if one is provided in a given NOFA for CalHome funding.

Volunteer Labor- Skilled or unskilled construction labor provided without remuneration.

February 18, 2025 Special & Regular CC Mtg Page 224 of 424 Department of Housing and Community Development Page 56 of 57 CalHome Program Guidelines (2024)
APPENDIX B- Tribal Eligibility
A. A Tribal Entity may qualify for CalHome Program funds if their Project meets the following requirements:
(a) Projects are located in Indian Country or on fee land within the State of California AND;
(b) The Applicant meets the following conditions of Award funding to the extent applicable, and, subject to any modifications or waivers as provided for in H.S.C. §50406, subdivision (p) (Assembly Bill 1010 (Chapter 660, Statutes of 2019) that shall be set forth in a Standard Agreement. It is noted that these same conditions do not need to be satisfied initially to engage in the competitive Award process:
(1) BIA Approval. To the extent required by applicable law, the Bureau of Indian Affairs (BIA) has approved the Applicant’s execution and recordation (as applicable) of all Department-required documents that are subject to 25 CFR Part 152 or 25 CFR Part 162, prior to award disbursement. (2) Title Insurance. The Department has received title insurance for the property underlying the Project that is satisfactory to the Department. Notwithstanding the foregoing sentence, upon a showing of good cause, for Applicants unable to provide a conventional title insurance policy satisfactory to the Department, this condition may be satisfied by a TSR issued by the BIA Land Title and Records Office or pursuant to a title opinion letter issued for the benefit of the Department but paid for by the Applicant. An uncertified title status report issued by the BIA will be acceptable to the Department while the Tribal Entity Applicant’s application is pending, provided a certified title status report or title opinion letter must be provided before award disbursement. (3) Recordation Requirements. Where recordation of instruments is a condition of Award funding or otherwise required under or pursuant to the Standard Agreement, the subject instrument is recorded if recorded with the Land Titles and Records Office at the BIA or in the appropriate official records of the county in which the Project is located, as may be applicable. (4) Fee Security Required. For all Projects, except those located on trust or restricted lands within Indian Country, fee security shall be required, unless the terms allowing leasehold security are satisfied as set forth in Title 25 CCR 8316. If a Department Loan/Grant is recorded on fee land, then there must be a restriction preventing that land being put into trust until the Department Loan/Grant term is complete.

B. Per the Director’s Memo and LWSI Omnibus Amendment, the Department has removed the Limited Waiver of Sovereign Immunity (LWSI) requirement from this housing program, making it easier for Tribes to access critical housing resources. In addition, AB 1878 prohibits the Department from requiring a waiver for this program to the extent that not requiring such a waiver is not in conflict with February 18, 2025 Special & Regular CC Mtg Page 225 of 424 Department of Housing and Community Development Page 57 of 57 CalHome Program Guidelines (2024)
applicable law.

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February 18, 2025 Special & Regular CC Mtg Page 228 of 424

AGENDA REPORT
ADMINISTRATION DEPARTMENT 208 PARK AVENUE, SAN FERNANDO, CA 91340 (818) 898-1202 WWW.SFCITY.ORG REVIEW: ☒ Finance Director ☒ Deputy City Manager ☒ City Manager To: Mayor Mary Mendoza and Councilmembers
From: Nick Kimball, City Manager
By: Wendell Johnson, Director of Public Works
Will Pettener, Assistant to the City Manager
Date: February 18, 2025
Subject: Consideration to Adopt a Resolution Approving a Graffiti Abatement Policy RECOMMENDATION:

It is recommended that the City Council adopt Resolution No. 8364 (Attachment “A”), approving a Graffiti Abatement Policy (Exhibit “A” to Attachment “A”).

BACKGROUND:

1. On April 21, 2008, the City Council adopted Ordinance No. 1581, amending the San Fernando Municipal Code regarding Procedures for the Prevention, Prohibition and Removal of Graffiti (Attachment “B”).

2. In March 2024, staff began utilizing the My San Fernando App (“GoGov”) to track graffiti removal activities.

3. On September 23, 2024, the City onboarded its first full-time dedicated graffiti maintenance worker within the Public Works Department.

4. From March 2024 to February 2025, there have been 674 opened cases submitted on GoGov for “Graffiti and Sign Posting on Public Property”; 593 cases have been closed by staff.

Additionally, in the same time frame there have been 626 cases opened for “Graffiti on Private Property”, with 584 cases closed (Attachment “C”).

ANALYSIS:

Graffiti is a persistent issue that affects the quality of life, property values, and overall community appearance of San Fernando. Graffiti can come in several different forms and is used in many instances as an illegal expression of hate speech, gang markings, acts of revenge, tagging, or mischief. The extent of damage and ability to prosecute offenders varies from case to case, but February 18, 2025 Special & Regular CC Mtg Page 229 of 424 Consideration to Adopt a Resolution Approving a Graffiti Abatement Policy

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San Fernando City CouncilFebruary 18, 2025

San Fernando City Council
February 18, 2025