F:\22projects\22157 City of Turlock Road CIP\TO#4\Working Documents\Contracts and Proposals\22157 City of Turlock Road CIP_Scope and Fee Task 4_Ver 1.docx
PAGE - 4 -
Assumptions to Task
The scope of services presented above for task 3 was developed based on our knowledge of the project requirements and the following assumptions:
• The field exploration will be under the direct supervision of our staff. This task is estimated to take up to 6 workdays. • Excess cuttings or non-cohesive soils will be used to backfill the hole and will be topped with at least 6 inches of cold patch asphalt.
• The exploration assumes access will be provided by the City. Work will be performed within the existing roadway at locations mutually agreeable to you and so that existing utilities are not impacted. • Work will be performed with conventional, portable hand coring rigs and/or truck mounted drill rigs, if needed. • Laboratory testing frequency and type may vary based on the actual conditions encountered. • Siegfried staff will utilize the appropriate personal protective equipment typical for performing drilling services for geotechnical investigations.
TASK 4, 5, 6 & 7 – PLANS, SPECIFICATIONS AND ESTIMATE (30%, 60% 90% and 100%/Bid)
1. Siegfried shall produce the project improvement plans.
A. At 30% submittal, Siegfried shall review of existing streetlighting vs. Standard Drawings E-6 through E-8, to identify if the existing meets the standards and where the deficiencies are. If any design is required, an amendment will be added for the additional scope.
B. At 30% submittal Siegfried shall present the City PM with preferred design however shall also include some cost savings options as necessary to lower the project cost.
C. Based upon the topographic survey and the approved areas of improvement, Siegfried will prepare the Project civil improvement plans including the following:
1) Cover Sheet.
2) Notes Sheet.
3) Topography and Demolition Plan.
4) Paving Plan.
5) Drainage and Grading Plan, in accordance with the American Disability Act (ADA). 6) Underground utilities, coordination with utility companies and agencies. 7) Alignment, dimensions and paving legend usable for construction staking. 8) All details necessary to clarify the plan intent are included and will be part of the plan set. 9) Cross Sections, as required by the City.
10) Striping Plan (no traffic signal is anticipated) and Traffic Control Plans 11) Prepare the Project Infrastructure Construction Erosion Control Plan only for erosion control during the construction of the improvements shown in Siegfried's plans, including best management practices (BMP's), but excluding a detailed non-visible pollutant monitoring and testing plan.
2. Cost estimate for the project areas depicted in attached Exhibits.
3. Review drainage and potential connections to the existing drainage system where necessary.
4. Within the scoped area, review the items listed in the project description to identify which improvements will be included in the project plans with the City staff.
5. Assist the City with the project specifications.
6. Siegfried shall write technical sections to be included in the City template, Siegfried will review the final version of the specifications to confirm that they adequately cover the work and bid items. Siegfried shall sign the plans and the specifications.
F:\22projects\22157 City of Turlock Road CIP\TO#4\Working Documents\Contracts and Proposals\22157 City of Turlock Road CIP_Scope and Fee Task 4_Ver 1.docx
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TASK 8 – BIDDING & CONSTRUCTION ADMINISTRATION
1. Answering questions during bidding process.
2. Review construction submittals and RFIs.
3. Attending kick off meeting with the contractor and City.
4. Coordination with the City PM on questions during construction and site meetings as necessary during construction.
TASK 9 – RECORD OF SURVEY FOR MONUMENT PRESERVATION (PRE-CONSTRUCTION)
1. Based on the requirement that a Monument Preservation Survey be submitted as part of the City of Turlock Encroachment Permit, Siegfried will prepare and submit a Record of Survey for the purpose of a Pre-Construction Monument Preservation Survey.
2. Siegfried will research and review record maps and title documents.
3. Siegfried will survey and record existing monuments within the Project area.
4. Siegfried will perform a limited topographic survey of existing surface features as necessary to confirm location of right-of-way lines.
5. Siegfried will establish the rights-of-way within the project area as described in the Project Description and include this determination in the Survey.
6. Siegfried will facilitate the map check review and recording of the Survey with the City of Turlock Engineering Division.
7. This task does not cover plan check and/or submittal fees.
TASK 10 – RECORD OF SURVEY FOR MONUMENT PRESERVATION (POST-CONSTRUCTION)
1. Based on the requirement that a Monument Preservation Survey be submitted as part of the City of Turlock Encroachment Permit, Siegfried will prepare and submit a Record of Survey for the purpose of a PostConstruction Monument Preservation Survey.
2. Siegfried will survey and record existing monuments within the Project area.
3. Siegfried will note and re-establish monuments that have been disturbed due to construction activities, if any, and include them in the Survey.
4. Siegfried will facilitate the map check review and recording of the Survey with the City of Turlock Engineering Division.
5. This task does not cover plan check and/or submittal fees.
EXCEPTIONS TO THE SCOPE
It is understood that the following are not included in the scope:
a. map application and checking and recordation fees, permits, b. preliminary title reports,
c. displaying (mapping of) irrigation system features,
d. any site-specific safety, biology or other training or orientation. e. ALTA Survey and construction staking,
f. hazardous waste testing, monitoring and contingency plan for both site and building demolition work,
g. Phase I Environmental Assessment, Phase II Subsurface Investigation, and asbestos and lead containing material investigation and report,
h. infiltration testing,
i. CEQA/NEPA/EIR
j. permit applications and fees,
F:\22projects\22157 City of Turlock Road CIP\TO#4\Working Documents\Contracts and Proposals\22157 City of Turlock Road CIP_Scope and Fee Task 4_Ver 1.docx
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k. construction management, inspection, supervision and scheduling, l. gas, electric and telephone service plans,
m. tentative maps, parcel maps, final maps and legal descriptions and sketches, n. title reports,
o. SWPPP, QSD & QSP services.
Limits of Work
The project limits extend as indicated on the attached Exhibits.
II. Fee Proposal
We look forward to working with you and the City. If you have any questions regarding this proposal, please do not hesitate to call me directly. We will commence work upon your authorization to proceed and the execution of your contract documents.
Sincerely,
____________________________
Adam K. Merrill, P.E., QSD, QSP
Vice President
C76826
SIEGFRIED
Table 2: Estimated Fee
Task Description Total
1 Meetings & Coordination $18,181.78
2A Topographic Survey & Research $65,758.82
2B Potholing (15 potholes) $20,000.00
3 Pavement Testing & Design $33,282.91
4 30% Plans & Estimate $62,800.99
5 60% PS&E Submittal $44,761.33
6 90% PS&E Submittal $44,761.33
7 Final Bid Package/100% PS&E Submittal $16,188.76
8 Bidding & Construction Administration $20,008.68
9 Preconstruction Monument Preservation and ROS $26,265.74 10 Postconstruction Monument Preservation and ROS $17,467.68 TOTAL FEE $369,478.02
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Table 1: Streets Identified for Task 4 Rehabilitation
Street Name From To PCI Length
(ft)
Width
(ft)
District
E. Minnesota Ave. Geer Rd. Bucknell St 18 807 38 3
E. Minnesota Ave. Bucknell St. Greenboro St. 39 528 37 3 E. Minnesota Ave. Greenboro St. N. Olive Ave. 25 1292 37 3 E. Minnesota Ave. N. Olive Ave. Colorado Ave. 14 1309 25 3 Bucknell St. E. Tuolumne Rd. E. Minnesota Ave. 86 617 33 3 Annhurst Ave. E. Tuolumne Rd. E. Minnesota Ave. 85 620 33 3 Brooks Ct. E. Minnesota Ave. North End 11 531 32 3
Greenboro St. E. Tuolumne Rd. E. Minnesota Ave. 87 620 32 3 Total Length = 6,324 LF
City of Turlock Road CIP
TO#4 Project Limits
Turlock, CA
2/10/2026
NOT TO SCALE GEER RD BUCKNELL ST ANNHURST AVE GREENBORO ST N. OLIVE AVE BROOKS CT E. MINNESOTA AVE
E. TUOLUMNE RD
E. MINNESOTA AVE
E. TUOLUMNE RD N. OLIVE AVE GEER RDCOLORADO AVE COLORADO AVE
1 CIVIL ■ STRUCTURAL ■ LANDSCAPE ARCHITECTURE ■ SURVEYING ■ PLANNING ■ ATHLETIC FACILITY DESIGN 100 Sycamore Avenue, Suite 100, Modesto, CA 95354 ■ (t) 209.762.3580 (f) 209.942.0214 ■ siegfriedeng.com OVER 70 YEARS OF SERVICE
RESPONSIBLE PERSONNEL
ERIN CAHOON
Public Outreach
Erin brings over 25 years over experience in marketing, public outreach, and graphic design. As a practical artist, creative thinker, and problem solver, she can visualize and conceptualize complex ideas and make them visually appealing and easy to digest. Her public outreach approach keeps communication at the forefront and she utilizes her strong design background to bridge the divide between engineering concepts to digestible information that stakeholders can understand.
JORI LEMMING, PE, SE
Structural Engineer (As-Needed)
Jori Lemmon is a structural engineer with 20 years of
experience in all construction materials and specializes in seismic design and construction practices. Jori is
experienced with collaboration across multiple locations for project work and communicating with various disciplines. She has worked on numerous public and private projects, including military, health care, seismic retrofit, correctional and educational facilities.
BOB NORBUTAS, PLA
Landscape Architect (As-Needed)
Robert successfully manages and directs a broad
range of projects, providing oversight and leadership
to some of Siegfried’s largest projects. His top priority is interacting with clients to understand their needs and ensure their projects are user-focused and transformative.
JOY BHATTACHARYA, PE, PTOE
AMG | Traffic Engineering (As-Needed)
Joy is AMG’s Vice President of Innovative
Transportation Solutions. He has in-depth experience
in the development, design and implementation of various engineering strategies in major metropolitan areas, including Adaptive/Responsive Traffic Signal Systems and Transit Priority Systems; Incident Management Plans; design of automated Electronic Toll Collection systems; preparation of PS&E for field implementation of CCTV, Changeable Message Signs, Highway Advisory Radio, Ramp Metering and ATMS systems; and freeway and arterial operations using microsimulation.
ADAM MERRILL, PE, QSD/QSP
Project Manager/Lead Civil Engineer
Adam is recognized for his technical abilities and
broad knowledge when it comes to civil engineering
infrastructure projects. His duties include client
management, planning, designing, preparing reports, and participating in and directing public outreach efforts to ensure community and project stakeholder consensus.
KEVIN GENASCI, PLS
Lead Survey Manager
Kevin’s clients benefit from his extensive experience in both the field and office. He specializes in surveys to support the design of residential subdivisions, commercial site developments, industrial site developments, and municipal infrastructure projects. His expertise includes topographic surveying and mapping, boundary surveying, construction surveying, site development, and municipal infrastructure design support.
BRADFORD QUON, PE, GE
Lead Geotechnical Engineer
Brad has over 24 years of geotechnical engineering
design and construction experience for infrastructure,
earthwork, and flood control projects. His geotechnical engineering experience includes performing field explorations, laboratory testing of soils, geotechnical engineering analysis (i.e. shallow and deep foundations, retaining structures, slope stability, and seepage analyses), and geotechnical investigation report preparation.
ANDREW MANES, PE
Civil Engineer
Andrew has been a key piece working with the Siegfried
team, and his knowledge and specialty of roadway
work, bike lanes, and pedestrian safety features have
him working on a variety of civil projects from civic enhancements to higher education path of travel projects. He has been the go-to for our team in being able to design projects from scratch, or bring older designs to code.
PROJECT MANAGER (PM)
Adam Merrill, PE, QSD/QSP
Lead Civil Engineer
KEY TEAM MEMBERS
Kevin Genasci, PLS
Lead Survey Manager
Bradford Quon, PE, GE
Lead Geotechnical Engineer
SUBCONSULTANTS
Joy Bhattacharya, PE, PTOE
AMG | Traffic Engineering (As-Needed) TEAM ROLES
ORGANIZATIONAL CHART
Andrew Manes, PE
Civil Engineer
Erin Cahoon
Public Outreach
Jori Lemmon, PE, SE
Structural Engineer (As-Needed)
Bob Norbutas
Landscape Architect (As-Needed)
KEY TEAM MEMBERS
SUPPORT STAFF
Siegfried Engineering, Inc.
Principal
Civil
Engineer
Principal
Survey
Manager
Principal
Geotech
Engineer
Senior
Associate
Geotech
Associate
Civil
Project
Engineer Engineer II Engineer I
Associate
Engineer
Technician
(PW)
Engineer I
Associate
Engineer
Technician
(PW)
Senior
Technician
Technician
I
Technician
(PW)
Project
Land
Surveyor
Surveyor
II Surveyor I Survey Tech III Survey Tech II Party Chief Adam
Merrill
Kevin
Genasci Brad Quon Charley Scott Lorrane Cayllahua Andrew Manes Jose Ruvalcaba Alejandro Aguilera Alejandro Aguilera Cameron Scott Cameron Scott Greg Samoy RJ Teel RJ Teel Dani Cano Manny DaBranca Scott Soares Daniel Duran Dalton Reed Diego Moreno $90.00 $90.00 $90.00 $80.00 $72.76 $56.74 $43.70 $36.97 $78.91 $43.27 $78.91 $44.95 $30.02 $72.91 $64.91 $55.37 $41.00 $38.95 $33.00 $87.77 $280.49 $280.49 $280.49 $249.32 $226.76 $176.83 $136.19 $115.22 $245.92 $134.85 $245.92 $140.09 $93.56 $227.23 $202.29 $172.56 $127.78 $121.39 $102.85 $273.54 1 Meetings & Coordination 36 4 4 4 12 12 72 $18,181.782 Topogrpahic Survey & Research 10 16 16 16 16 24 24 32 24 24 80 80 362 $65,758.823 Pavement Testing & Design 20 40 20 8 20 8 40 8 164 $30,078.914 30% Plans & Estimate 20 80 80 80 100 360 $62,800.995 60% PS&E Submittal 20 50 40 70 80 260 $44,761.336 90% PS&E Submittal 20 50 40 70 80 260 $44,761.337 Final Bid Package/100% PS&E Submittal 10 16 16 20 30 92 $16,188.768 Bidding & Construction Admin 20 20 20 30 16 106 $20,008.689 Preconstruction Monument Preservation amd RW 4 16 20 15 20 15 10 24 124 $24,213.74 10 Postconstruction Monument Preservation 4 8 12 10 10 10 10 16 80 $15,415.68 Proposal Subtotal 144 44 24 44 244 224 286 20 8 20 8 330 40 8 56 57 54 49 100 120 1880 $342,170.02 Sub Services or ODC
A City Rise - Traffic Control Flagmen (Part of Task 3) $2,180 $2,180.00 B CTS - Lab Testing Support $1,024 $1,024.00C Potholing, 15 locations assumed (Part of Task 2B) $20,000 $20,000.00 D Precon ROS (Part of Task 9) $2,052 $2,052.00
E Postcon ROS (Part of Task 10) $2,052 $2,052.00
Total Sub Services $27,308 $27,308.00Total Including Sub Services $369,478.02 Notes:
1 SEI
Overhead Rate 59.48%Fringe Rate 68.31%General and Administrative Rate 55.53%Fee Rate 10.00% Tasks Labor
Total Labor
Costs
Total
Hrs
Task Description (Change task titles as detailed in the scope of work)
Task #
2/25/2026 1/1
Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Consultant
Project No. Federal Contract No. Date 2/23/2026
DIRECT LABOR
hours Actual Hourly Rate Total
144 $90.00 $12,960.00
44 $90.00 $3,960.00
24 $90.00 $2,160.00
44 $80.00 $3,520.00
244 $72.76 $17,753.44
224 $56.74 $12,709.76
286 $43.70 $12,498.20
20 $36.97 $739.40
8 $78.91 $631.28
20 $43.27 $865.40
8 $78.91 $631.28
330 $44.95 $14,833.50
40 $30.02 $1,200.80
8 $72.91 $583.28
56 $64.91 $3,634.96
57 $55.37 $3,156.09
54 $41.00 $2,214.00
49 $38.95 $1,908.55
100 $33.00 $3,300.00
120 $87.77 $10,532.40
LABOR COSTS
a) Subtotal Direct Labor Costs $109,792.34
b) Anticipated Salary Increases (see page 2 for sample) $0.00 c) TOTAL DIRECT LABOR COSTS [(a) + (b)] $109,792.34
INDIRECT COSTS
d) Fringe Benefits (Rate: 68.31% ) e) Total Fringe Benefits 74999.14745 f) Overhead (Rate: 59.48% g) Overhead [(c)x(f)] 65304.48383 h) General and Administrative (Rate: 55.53%) i) Gen & Admin [(c) x (h)] 60967.6864 j) Total Indirect Costs [(e) + (g) + (i)] $201,271.32
FIXED FEE k) TOTAL FIXED PROFIT [(c) + (j)] x fixed fee 10% $31,106.37 1) CONSULTANT'S OTHER DIRECT COSTS (ODC) - ITEMIZE (Add additional pages if necessary Description of Item Quantity Unit(s) Unit Cost Total
Mileage Costs 0 $0.575 $0.00
Equipment Rental and Supplies $0.00
Potholing $20,000.00
Precon ROS Fee $2,052.00
Postcon ROS Fee $2,052.00
1) TOTAL OTHER DIRECT COSTS $24,104.00
m) SUBCONSULTANTS' COSTS (Add additional pages if necessary) Subconsultant 1: City Rise - Traffic Control $2,180.00
Subconsultant 2: CTS - Lab Testing $1,024.00
m) TOTAL SUBCONSULTANTS' COSTS: $3,204.00
n) TOTAL OTHER DIRECT COSTS INCLUDING SUBCONSULTANTS $27,308.00 TOTAL COST [(c) + (j) + (k) + (p)] $369,478.02
NOTES:
1 Key personnel must be marked with an asterisk (*) and employees that are subject to prevailing wage requirements must be marked with two asterisks (**).
All costs must comply with the Federal cost principals. Subconsultants will provide their own cost proposals. 2 The cost proposal format shall not be amended. Indirect cost rates shall be updated on an annual basis in accordance with the consultant's annual accounting period and established by a cognizant agency or accepted by Caltrans. 3 Anticipated salary increases calculation (page 2) must accompany.
Surveyor II
Surveyor I
Survey Tech III
Dani Cano
Manny DaBranca
Scott Soares
Daniel Duran
Engineer I(PW) Alejandro Aguilera
Technician I RJ Teel
Project Land Surveyor
Engineer I Cameron Scott
Engineer I(PW) Cameron Scott
Kevin Genasci
Principal Geotechnical Engineer Brad Quon
EXHIBIT 10-H1 COST PROPOSAL PAGE 1 OF 3
ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS (DESIGN, ENGINEERING AND ENVIRONMENTAL STUDIES)
Siegfried Engineering
Classification/Title Name
Note: Mark-ups are Not Allowed Prime Consultant Subconsultant 2nd Tier Subconsultant PIC/PM/Civil Lead Adam Merrill
Principal Survey Manager
Lorrane Cayllahua
Party Chief Diego Moreno
Technician (PW) RJ Teel
Engineer II Jose Ruvalcaba
Senior Technician Greg Samoy
Survey Tech II Dalton Reed
Project Engineer Andrew Manes
Engineer I Alejandro Aguilera
Senior Associate Geotech Charley Scott
Associate Civil
January 2020
x
Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
1. Calculate Average Hourly Rate for 1st year of the contract (Direct Labor Subtotal divided by total hours) Avg Hourly 5 Year Contract
Rate Duration
$109,792.34 = $58.40 Year 1 Avg Hourly Rate
2. Calculate hourly rate for all years (Increase the Average Hourly Rate for a year by proposed escalation %) Avg Hourly Rate
Year 1 $58.40 + = $58.40 Year 2 Avg Hourly Rate
Year 2 $58.40 + = $58.40 Year 3 Avg Hourly Rate
Year 3 $58.40 + = $58.40 Year 4 Avg Hourly Rate
Year 4 $58.40 + = $58.40 Year 5 Avg Hourly Rate
Total Hours
per Year
Year 1 100.00% * = 1880.0 Estimated Hours Year 1
Year 2 0.00% * = 0.0 Estimated Hours Year 2
Year 3 0.00% * = 0.0 Estimated Hours Year 3
Year 4 0.00% * = 0.0 Estimated Hours Year 4
Year 5 0.00% * = 0.0 Estimated Hours Year 5
Total 100% = 1880.0
Year 1 $58.40 * = $109,792.34 Estimated Hours Year 1
Year 2 $58.40 * = $0.00 Estimated Hours Year 2
Year 3 $58.40 * = $0.00 Estimated Hours Year 3
= $109,792.34
= $109,792.34
= $0.00 Transfer to Page 1
NOTES:
1 This is not the only way to estimate salary increases. Other methods will be accepted if they clearly indicate the % increase, the # of years of the contract, and a breakdown of the labor to be performed each year. 2 An estimation that is based on direct labor multiplied by salary increase % multiplied by the # of years is not acceptable. (i.e. $250,000 x 2% x 5 yrs = $25,000 is not an acceptable methodology) 3 This assumes that one year will be worked at the rate on the cost proposal before salary increases are granted. 4 Calculations for anticipated salary escalation must be approved. (CALCULATIONS FOR ANTICIPATED SALARY INCREASES)
0%
Direct Labor Subtotal
per Cost Proposal per Cost Proposal
Total Hours
1880
Proposed Escalation
0%
EXHIBIT 10-H1 COST PROPOSAL PAGE 2 OF 2
ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS Estimated total of Direct Labor Salary Increase
0 (calculated above)
Avg Hourly Rate
(calculated above)
1880
0 Estimated hours
1880.0
1880.0
Cost per Year
Total Direct Labor Cost with Escalation
Direct Labor Subtotal before Escalation
4. Calculate Total Costs including Escalation (Multiply Average Hourly Rate by the number of hours) 1880.0
Total
3. Calculate estimated hours per year (Multiply estimate % each year by total hours) 1880.0
1880.0
0%
0%
Total Hours
per Cost ProposalCompleted Each Year
Estimated %
January 2020
Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Certification of Direct Costs:
I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:
1. Generally Accepted Accounting Principals (GAAP)
2. Terms and conditions of the contract
3. Title 23 United States Code Section 112 - Letting of Contract
4. 48 Code of Federal Regulations Part 31 - Contract Cost Principals and Procedures
5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Services
6. 48 Code of Federal Regulations Part 9904 - Cost Accouting Standards Board (when applicable) All costs must be applied consistently and fairly to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements. Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.
Local governments are responsible for applying only cognizant agency approved or Caltrans accepted Indirect Cost Rate(s).
Prime Consultant or Subconsultant Certifying:
Name: Title:
Signature: Date of Certification (mm/dd/yyyy):
Email: Phone Number:
Address:
*An individual executive or financial officer of the consultant’s or subconsultant’s organization at a levelno lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.
List of services the consultant is providing under the proposed contract:
Adam Merrill
[email protected]
100 Sycamore Ave, #100, Modesto, CA 95354
Principal/Vice President
2/23/2026
(209) 499-8239
January 2020
Local Assistance Procedures Manual EXHBIT 10-H3
Cost Proposal
EXHIBIT 10-HJ COST PROPOSAL Page 1 of 2
COST PER UNIT OF WORK CONTRACTS
(GEOTECHNICAL AND MATERIAL TESTING)
Note: Mark-ups are Not Allowed □ Prime Consultant □ Subconsultant □ 2nd Tier Subconsultant Consultant __________________ _
Project No. _________ _ Contract No. --------- Date ------- Unit/Item of Work:
(Example: Log of Test Boring for Soils Report, or ADL Testing for Hazardous Waste Material Study} Include as many Items as necessary.
DIRECT LABOR Hours Billing Hourly Rate {$) Total{$)
Professional {Classification)*
Sub-professional/Technical**
EQUIPMENT 1 {with Operator)
EQUIPMENT 2 {with Operator)
Consultant's Other Direct Costs (ODC)- Itemize:
Description of Item Quantity Unit Unit Cost Total
Subconsultant 1:
Subconsultant 2:
Subconsultant 3:
Subconsultant 4:
Subconsultant 5:
Nole: Attach addtllonal pages if necessary.
TOTAL COST PER UNIT OF WORK
NOTES:
1 . Key personnel must be marked with an asterisk (*) and employees that are subject to prevailing wage requirements must be marked with two asterisks (
**). All costs must comply with the Federal cost principles. Subconsultants will provide their own cost proposals. The cost proposal format shall not be amended.
2. Hourly billing rates should include prevailing wage rates and be consistent with publicly advertised rates charged to all clients (Commercial, Private or Public).
3. Mobilization/De-mobilization is based on site location and number and frequency of tests/items.
4. ODC items shall be based on actual costs and supported by historical data and other documentation.
5. ODC items that would be considered "tools of the trade' are not reimbursable.
6. Billing Hourly Rates must be actual, allowable, and reasonable.
January 2020
________________________________ _
_ _
SAMPLE COST PROPOSAL
Sample Only - Required Cost Proposal Template To Be Determined By Agency SAMPLE COST PROPOSAL 3
Certification of Direct Costs:
I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal{s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:
13. Generally Accepted Accounting Principles {GAAP)
14. Terms and conditions of the contract
15. Title 23 United States Code Section 112 - Letting of Contracts
16. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures
17. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service
18. 48 Code of Federal Regulation Part 9904 - Cost Accounting Standards Board {when applicable)
All costs must be applied consistently and fair1y to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements.
Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.
Prime Consultant or Subconsultant Certifying:
Name:_______________ Title*: _____________
Signature: _____________ _ Date of Certification {mm/dd/yyyy...._:
Email: _______________ Phone Number,_,_: __________
Address:
* An individual executive or financial officer of the consultant's or subconsultant's organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.
List services the consultant is providinq under the proposed contract:
Manager
CITY CONTRACT NO. 2023-111, Amendment No. 5 for Task Order No. 5 AMENDMENT NO. 5 FOR TASK ORDER NO. 5
Under the Terms of the
MASTER AGREEMENT BETWEEN THE CITY OF TURLOCK
and
SIEGFRIED ENGINEERING, INC.
for
ENGINEERING DESIGN SERVICES (City Contract No. 2023-111) City Project No. 26-018
THIS AMENDMENT NO. 5 for Task Order No. 5 under the terms of City Contract No. 2023-111 is entered into by and between the CITY OF TURLOCK, a California municipal corporation (“City”), and SIEGFRIED ENGINEERING, INC., a California corporation (“Professional”), on this _______ day of _______ 2026 (the “Effective Date of Task Order No. 5”).
City and Professional may be collectively referred to herein as the “Parties” or individually as “Party.” There are no other parties to this Amendment No. 5.
WHEREAS, the Parties hereto previously entered into a Master Agreement (City Contract No. 2023-111) dated April 25, 2023, for engineering design services to assist City with Design Services for Roads Program Capital Improvement Program (CIP) Projects (“Agreement”); and WHEREAS, the Agreement stipulates that the scope of services and fees associated with specific projects will be agreed upon through task orders approved under the terms of Agreement by a written amendment to the Agreement; and
WHEREAS, Amendment No. 5 for Task Order No. 5 provides the scope of services, associated fees, and schedule for specific projects under City Project No. 26-018 “Siegfried Task Order No. 5 for Roads Program CIP Projects.”
NOW, THEREFORE, the Parties hereto mutually agree to amend the Agreement as follows:
1. Exhibit F, attached hereto and incorporated herein by reference, is hereby added to the Agreement.
2. Recital B of the Agreement is amended to read as follows:
B. Professional has made a proposal to City to provide such professional services. A description of the services Professional proposes to provide is included in the Scope of Services in Exhibits A through F attached hereto and incorporated
CITY CONTRACT NO. 2023-111, Amendment No. 5 for Task Order No. 5 herein by reference (“Services”). City desires to retain Professional to perform the Services, subject to the terms and conditions set forth in this Agreement.
3. Recital C of the Agreement is amended to read as follows:
C. The Parties anticipate that one or more projects for Services shall be determined through creation of a Task Order as a City-requested modification of services under Section 5.2 of this Agreement which shall be approved by written amendment to this Agreement. The Parties shall outline the schedule or timeline for providing the Services agreed upon under each Task Order (“Completion Schedule”), which shall be included in one or more written amendments to this Agreement. Such Completion Schedule is included in Exhibit F.
4. Recital D of the Agreement is amended to read as follows:
D. The Parties shall outline the rates and method of payment to Professional for its performance of the Services under this Agreement as determined under each Task Order (“Compensation Schedule”), which shall be included in one or more written amendments to this Agreement. Such Compensation Schedule is included in Exhibit F.
5. Section 5 of the Agreement is amended to read as follows:
5.1. Services. Subject to the terms and conditions set forth in this Agreement, Professional shall provide City the Services described in Exhibits A through F. Any request for Services not included in Exhibits A through F will be considered a request for additional or modified Services (“Modification” or “Modifications”).
Professional shall not receive additional compensation for any Modification of the Services unless the Parties agree otherwise in a writing executed by both Parties.
5.2. City Requested Modification of Services. City may, by written order, authorize Modifications to the Services described in Exhibits A through F. If such Modifications cause an increase in the cost or time required for performance of Professional’s Services, the Parties shall enter into a written amendment to this Agreement to adjust the Services and the compensation to be paid to Professional and, if necessary, amend the Completion Schedule or Compensation Schedule. The Services, Completion Schedule, or Compensation Schedule shall not be revised unless City and Professional mutually agree to a written amendment to this Agreement reflecting such revisions, additional compensation, time for performance or such other terms or conditions mutually agreed upon by the Parties.
6. Section 6 of the Agreement is amended to read as follows:
6.1. Amount, Time and Manner of Payment for Professional Services. City shall pay Professional according to the rates and timing set forth in the Compensation Schedule for each Task Order within each Amendment to the Agreement. Each Compensation Schedule shall include an exhibit based on Exhibit 10-H1 of Caltrans Local Assistance Procedures Manual (LAPM). Professional will be allowed to include an amount for the anticipated salary increases as calculated per Exhibit 10-H1. City’s total compensation to Professional shall not exceed the cumulative amount resulting from each Task Order with each approved Amendment to the Agreement. The
CITY CONTRACT NO. 2023-111, Amendment No. 5 for Task Order No. 5 compensation for Amendment No. 5 shall not exceed Eight-Hundred-Seventy-Five Thousand One-Hundred-Seventeen Dollars and Twenty-One Cents ($875,117.21) for City Project No. 26-018 (“Maximum Payment”), unless the Parties mutually agree in writing otherwise.
7. Execution and Counterparts. This Amendment may be executed simultaneously, and in several counterparts, each of which shall be deemed an original, but which together shall constitute one and the same instrument. The Parties agree that this Amendment and any other documents to be delivered in connection herewith may be electronically signed utilizing services such as DocuSign and Nitro Sign, or by transmitting signatures in pdf or similar format, and that any electronic signatures appearing on this Agreement or such other documents are the same as handwritten signatures for the purposes of validity, enforceability, and admissibility
8. All other terms and conditions of the Agreement shall remain in full force and effect for the Term of the Agreement.
[Signatures on Following Page]
CITY CONTRACT NO. 2023-111, Amendment No. 5 for Task Order No. 5 IN WITNESS WHEREOF, the Parties have caused this Amendment No. 5 to be executed by and through their respective officers thereunto duly authorized.
PROFESSIONAL
Siegfried Engineering, Inc., a California
corporation
By:
Adam Merrill, Vice President
Date
CITY
City of Turlock, a California
municipal corporation
By:
Gary R. Hampton, Interim City Manager
Date:
APPROVED AS TO SUFFICIENCY:
By:
Christopher Fisher,
Municipal Services Director
APPROVED AS TO FORM:
By:
George A. Petrulakis, City Attorney
ATTEST:
By:
Nichole Fiez, City Clerk
02/27/2026
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February 23, 2026
Fred Pezeshk, P.E.
Roads Program Manager
City of Turlock, Municipal Services Department
156 S. Broadway, Ste. 150
Turlock, CA 95380
RE: City of Turlock Roads Program CIP Task #5
TURLOCK, CALIFORNIA
PROPOSAL FOR PROFESSIONAL DESIGN SERVICES
Dear Fred,
We appreciate the opportunity to propose our services to you for this project. Our scope of work, based on previous coordination and emails on the project, is as follows.
I. Project Description
Siegfried will assist City of Turlock with the plans, specifications and cost estimate for the City of Turlock Roads Program CIP (total 15,857 LF) for selected streets identified in the attached exhibits and shown in the table. Total estimated construction cost for the bid package is projected to be $10M-$12M, assuming a majority of the streets need more extensive pavement rehabilitation based on observed conditions.
We plan to assist the City of Turlock with the pavement rehabilitation options and how these deficiencies will be improved, which will be included with the project.
Scope of Work
Siegfried Engineering, Inc. (Siegfried) will provide civil engineering, geotechnical engineering and surveying services to City of Turlock (Client) for the City Road Program CIP (Project) in Turlock, California including the following services:
TASK 1 – MEETINGS & COORDINATION
1. Attending meeting(s) with the City PM to coordinate the project related items.
2. Field visits to verify improvements and coordination with the City PM after the initial 30% submittal.
3. Regular meetings to check in on status and update the City PM.
4. Milestone or submittal meetings to review comments and any revisions.
5. Updating the schedule and keeping the City PM updated on progress.
6. Reviewing all City department’s comments and coordinating.
7. Billing reports
8. Coordination with project team.
TASK 2A – TOPOGRAPHIC SURVEY & RESEARCH
1. The topographic survey of the approximate limits shown in attached Exhibits. The survey will be in sufficient detail for use by Siegfried in design and plan development.
2. The following features will be located and mapped:
a. Flow line and lip of gutter lines.
b. Top of curb.
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c. Crown of roadway.
d. Edge of pavement.
e. Edge of concrete.
f. Striping.
g. Signage.
h. Curb ramps, where determined those improvements are necessary. i. Sidewalks and driveway, where determined those improvements are necessary. j. Shots will generally be at 50’ station spacing along the roadways, and at grade breaks, beginning, middle and ends of horizontal curves, including side street curb returns. (Essentially a cross section of the impacted area) k. Manholes and Clean outs
l. Utility boxes/vaults/etc.
m. Fences.
n. Walls.
o. Gates.
p. Trees.
q. Dips for sewer and storm where drainage improvements as necessary.
3. Client to provide as-builts, if available.
4. Office preparation and mapping of the surveyed features utilizing AutoCAD Civil 3D.
5. Review General Plan, ATP, and SRTS requirements for each street.
6. Mapping will be based on the California Coordinate System, NAD83, NAVD88 datum.
7. Underground utility lines will be mapped as a part of this scope of work, record information and surface utility shots will be used to map the utilities to the best of our ability.
8. Utility research, notifications and letters to affected utility companies and agencies. Coordinating with various utility companies on their existing facilities and if adjustments are necessary.
9. Review assessment district documents and prepare exhibit showing location and area of each assessment district for use in determining district responsibilities.
TASK 2B – POTHOLING, 30 LOCATIONS ASSUMED
Potholing will be provided by Siegfried. Locations are to be identified during design by Siegfried and City staff. Siegfried shall assume 30 Potholes are needed. Siegfried will compile potholing information into a pothole location map and table format document, which includes the following information: Pothole #, Utility Information, Cover/Depth to top and bottom, horizontal distance to new utility (if applicable), Outside Diameter, Material Type, Asphalt Concrete Thickness, Aggregate Base Thickness. In addition to data listed above, ground locations of each pothole shall be provided (to be shot by GPS or similar method) in PNEZD format within a Microsoft Word compatible “.txt” document. This information will be furnished upon completion of potholing.
TASK 3 – PAVEMENT TESTING & DESIGN
Task 3.1 – Field Exploration
We assume no encroachment permits will be required for this City project. Prior to initiating our field explorations, we will mark the work area with white paint and contact Underground Service Alert (USA) for utility clearance. We have not included fee allowance for hiring an underground utility locator service. We will not take responsibility for damage to underground utilities that are not accurately located within our exploratory locations.
Pavement Core Borings
Following the utility clearance, we will advance one core boring at a frequency of approximately 1 boring up to 800 (±) lineal feet, or 1 per street segment. We anticipate a maximum of 24 core locations with at least one location placed on any given street segment. The cores will be extracted over a period of 3-day shifts. One additional day (up to 10 cores) will be held in reserve for possible future cores if needed to delineate lateral extents of buried features (i.e., buried concrete slabs). At
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selected locations, cores may be taken across the street to establish a generalized cross section where there was evidence of historical overlays performed. The cores will be advanced with a manual core drill equipped with 4- or 6-inch diameter core barrels. At select locations, a dynamic cone penetrometer (DCP) will be advanced.
During our exploration, a representative from this firm will oversee the testing and collect samples. A continuous log will be maintained asphalt concrete, base, and underlying subgrade description. Bulk samples collected will be sealed to prevent moisture loss and transported to the laboratory for testing and analysis. The depth to initial groundwater will be measured and recorded during the drilling, if encountered. A visual survey of the existing pavement sections will be prepared that includes the type and severity of the pavement distress observed. This provides a tool for selecting the appropriate pavement treatment strategy.
We intend to locate the core borings by pacing from known features which is normally of sufficient accuracy for such work.
We have not included in our scope a budget for an accurate survey of the core locations. If accurate locations are required, then additional budget would be needed. The actual number of core borings may be revised in the field based on the conditions encountered in the various locations, or as requested by the Client or the reviewing agency. Locations will be presented to you prior to work being performed. Given that the cores will be located within the paved roadways, we will provide traffic control devices per the California Manual for Uniform Traffic Control Devices (MUTCD).
We assume that the drill cuttings will be backfilled in the hole and the surface topped with cold patch asphalt. We anticipate completing up to 6 locations per day given the mobilization between core locations, setting up traffic control, and a work time allocated from 9 am to 3 pm.
Subconsultants
• Driller: We will utilize our own equipment to core locations. • Traffic Control: City Rise will provide traffic control services.
Task 3.2 – Laboratory Testing
We will perform soils laboratory testing to evaluate the geotechnical characteristics of the samples obtained. Index testing consisting of moisture content, dry density, Atterberg Limits, and particle size analysis will be performed for the in-situ soils.
Resistance “R” Value tests will be performed for pavement design. Corrosivity tests may be performed to determine the site corrosivity. The frequency of tests performed will depend on the conditions encountered.
Subconsultants
• Lab Testing Support: Construction Testing Services
Task 3.3 – Final Report Preparation
The results of the field exploration, laboratory tests and engineering analysis will be presented in a design level report prepared in accordance with the direction of a California Registered Geotechnical Engineer that will include the following:
• Summarize results of field exploration
• Summarize results of laboratory testing
• Conclusions and comments on applicable and proposed pavement reconstruction or rehabilitation methods for each segment
• Presentation of the soil laboratory tests
• Graphics including a scaled site plan, boring location map, and coring/boring logs, etc. • Appendices containing results of our field exploration and laboratory testing.
Schedule
We could begin field work (i.e., permit procurement, USA, and driller coordination) upon notice to proceed. We note the permit procurement and developing the traffic control plan could push the schedule upwards of 2 to 3 weeks from notice to
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proceed. Laboratory testing should be completed at least 4 weeks following the completion of our fieldwork. We will submit an electronic copy of the geotechnical report in PDF format within 12 weeks of completion of the laboratory testing. If a quicker turnaround time is needed, please inform the undersigned.
Assumptions to Task
The scope of services presented above for task 3 was developed based on our knowledge of the project requirements and the following assumptions:
• The field exploration will be under the direct supervision of our staff. This task is estimated to take up to 6 workdays. • Excess cuttings or non-cohesive soils will be used to backfill the hole and will be topped with at least 6 inches of cold patch asphalt.
• The exploration assumes access will be provided by the City. Work will be performed within the existing roadway at locations mutually agreeable to you and so that existing utilities are not impacted. • Work will be performed with conventional, portable hand coring rigs and/or truck mounted drill rigs, if needed. • Laboratory testing frequency and type may vary based on the actual conditions encountered. • Siegfried staff will utilize the appropriate personal protective equipment typical for performing drilling services for geotechnical investigations.
TASK 4, 5, 6 & 7 – PLANS, SPECIFICATIONS AND ESTIMATE (30%, 60% 90% and 100%/Bid)
1. Siegfried shall produce the project improvement plans.
A. At 30% submittal, Siegfried shall review of existing streetlighting vs. Standard Drawings E-6 through E-8, to identify if the existing meets the standards and where the deficiencies are. If any design is required, an amendment will be added for the additional scope.
B. At 30% submittal Siegfried shall present the City PM with preferred design however shall also include some cost savings options as necessary to lower the project cost.
C. Based upon the topographic survey and the approved areas of improvement, Siegfried will prepare the Project civil improvement plans including the following:
1) Cover Sheet.
2) Notes Sheet.
3) Topography and Demolition Plan.
4) Paving Plan.
5) Drainage and Grading Plan, in accordance with the American Disability Act (ADA). 6) Underground utilities, coordination with utility companies and agencies. 7) Alignment, dimensions and paving legend usable for construction staking. 8) All details necessary to clarify the plan intent are included and will be part of the plan set. 9) Cross Sections, as required by the City.
10) Striping Plan (no traffic signal is anticipated) and Traffic Control Plans 11) Prepare the Project Infrastructure Construction Erosion Control Plan only for erosion control during the construction of the improvements shown in Siegfried's plans, including best management practices (BMP's), but excluding a detailed non-visible pollutant monitoring and testing plan.
2. Cost estimate for the project areas depicted in attached Exhibits.
3. Review drainage and potential connections to the existing drainage system where necessary.
4. Within the scoped area, review the items listed in the project description to identify which improvements will be included in the project plans with the City staff.
5. Assist the City with the project specifications.
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6. Siegfried shall write technical sections to be included in the City template, Siegfried will review the final version of the specifications to confirm that they adequately cover the work and bid items. Siegfried shall sign the plans and the specifications.
TASK 8 – BIDDING & CONSTRUCTION ADMINISTRATION
1. Answering questions during bidding process.
2. Review construction submittals and RFIs.
3. Attending kick off meeting with the contractor and City.
4. Coordination with the City PM on questions during construction and site meetings as necessary during construction.
TASK 9 – RECORD OF SURVEY FOR MONUMENT PRESERVATION (PRE-CONSTRUCTION)
1. Based on the requirement that a Monument Preservation Survey be submitted as part of the City of Turlock Encroachment Permit, Siegfried will prepare and submit a Record of Survey for the purpose of a Pre-Construction Monument Preservation Survey.
2. Siegfried will research and review record maps and title documents.
3. Siegfried will survey and record existing monuments within the Project area.
4. Siegfried will perform a limited topographic survey of existing surface features as necessary to confirm location of right-of-way lines.
5. Siegfried will establish the rights-of-way within the project area as described in the Project Description and include this determination in the Survey.
6. Siegfried will facilitate the map check review and recording of the Survey with the City of Turlock Engineering Division.
7. This task does not cover plan check and/or submittal fees.
TASK 10 – RECORD OF SURVEY FOR MONUMENT PRESERVATION (POST-CONSTRUCTION)
1. Based on the requirement that a Monument Preservation Survey be submitted as part of the City of Turlock Encroachment Permit, Siegfried will prepare and submit a Record of Survey for the purpose of a PostConstruction Monument Preservation Survey.
2. Siegfried will survey and record existing monuments within the Project area.
3. Siegfried will note and re-establish monuments that have been disturbed due to construction activities, if any, and include them in the Survey.
4. Siegfried will facilitate the map check review and recording of the Survey with the City of Turlock Engineering Division.
5. This task does not cover plan check and/or submittal fees.
EXCEPTIONS TO THE SCOPE
It is understood that the following are not included in the scope:
a. map application and checking and recordation fees, permits, b. preliminary title reports,
c. displaying (mapping of) irrigation system features,
d. any site-specific safety, biology or other training or orientation. e. ALTA Survey and construction staking,
f. hazardous waste testing, monitoring and contingency plan for both site and building demolition, g. Phase I Environmental Assessment, Phase II Subsurface Investigation, and asbestos and lead containing material investigation and report,
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h. infiltration testing, CEQA/NEPA/EIR,
i. permit applications and fees,
j. construction management, inspection, supervision and scheduling, k. gas, electric and telephone service plans,
l. tentative maps, parcel maps, final maps and legal descriptions and sketches, m. SWPPP, QSD & QSP services.
Limits of Work
The project limits extend as indicated on the attached Exhibits.
II. Fee Proposal
We look forward to working with you and the City. If you have any questions regarding this proposal, please do not hesitate to call me directly. We will commence work upon your authorization to proceed and the execution of your contract documents.
Sincerely,
____________________________
Adam K. Merrill, P.E., QSD, QSP
Vice President
C76826
SIEGFRIED
Table 2: Estimated Fee
Task Description Total
1 Meetings & Coordination $40,358.93
2A Topographic Survey & Research $178,293.62
2B Potholing (30 potholes) $50,000.00
3 Pavement Testing & Design $74,220.85
4 30% Plans & Estimate $150,210.03
5 60% PS&E Submittal $120,380.26
6 90% PS&E Submittal $120,380.26
7 Final Bid Package/100% PS&E Submittal $43,642.19
8 Bidding & Construction Administration $32,675.15
9 Preconstruction Monument Preservation and ROS $43,632.61 10 Postconstruction Monument Preservation and ROS $21,323.31 TOTAL FEE $875,117.21
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Table 1: Streets Identified for Task 5 Rehabilitation
Street Name From To PCI Length
(ft)
Width
(ft)
District
South Ave. Lander Ave. S. Orange St. 48 1030 37 2
South Ave. S. Orange St. West Ave. South 32 1571 38 2
South Ave. West Ave. South S. Soderquist Rd. 18 1318 38 2 West Ave. South W. Main St. Vermont Ave. 22 1742 38 2
West Ave. South Vermont Ave. South Ave. 22 912 38 2
Vermont Ave. Lander Ave. S. Orange St. 83 1034 39 2
Vermont Ave. S. Orange St. West Ave. South 70 1565 40 2 Vermont Ave. West Ave. South S. Soderquist Rd. 71 1319 38 2 Bethany Ave. Bernell Ave. Lewis St. 45 731 34 2
Bethany Ave. South Ave. Bernell Ave. 2 708 34 2
Bernell Ave. Bethany Ave. 300' East of
Bethany Ave.
24 300 31 2
Lewis St. Maple St. Gabriel St. 88 167 34 2
Lewis St. S. Orange St. Maple St. 15 597 33 2
Lewis St. Bethany Ave. S. Orange St. 4 440 33 2
Lewis St. Expedition St. Bethany Ave. 93 256 33 2
Expedition St. Lewis St. Clark St. 76 223 33 2
Clark St. Expedition St. S. Orange St. 47 682 36 2
Clark St. S. Orange St. Gabriel St. 71 764 36 2
Gabriel St. Lewis St. Montana Ave. 86 498 33 2
Total Length = 15,857 LF
1 CIVIL ■ STRUCTURAL ■ LANDSCAPE ARCHITECTURE ■ SURVEYING ■ PLANNING ■ ATHLETIC FACILITY DESIGN 100 Sycamore Avenue, Suite 100, Modesto, CA 95354 ■ (t) 209.762.3580 (f) 209.942.0214 ■ siegfriedeng.com OVER 70 YEARS OF SERVICE
RESPONSIBLE PERSONNEL
ERIN CAHOON
Public Outreach
Erin brings over 25 years over experience in marketing, public outreach, and graphic design. As a practical artist, creative thinker, and problem solver, she can visualize and conceptualize complex ideas and make them visually appealing and easy to digest. Her public outreach approach keeps communication at the forefront and she utilizes her strong design background to bridge the divide between engineering concepts to digestible information that stakeholders can understand.
JORI LEMMING, PE, SE
Structural Engineer (As-Needed)
Jori Lemmon is a structural engineer with 20 years of
experience in all construction materials and specializes in seismic design and construction practices. Jori is
experienced with collaboration across multiple locations for project work and communicating with various disciplines. She has worked on numerous public and private projects, including military, health care, seismic retrofit, correctional and educational facilities.
BOB NORBUTAS, PLA
Landscape Architect (As-Needed)
Robert successfully manages and directs a broad
range of projects, providing oversight and leadership
to some of Siegfried’s largest projects. His top priority is interacting with clients to understand their needs and ensure their projects are user-focused and transformative.
JOY BHATTACHARYA, PE, PTOE
AMG | Traffic Engineering (As-Needed)
Joy is AMG’s Vice President of Innovative
Transportation Solutions. He has in-depth experience
in the development, design and implementation of various engineering strategies in major metropolitan areas, including Adaptive/Responsive Traffic Signal Systems and Transit Priority Systems; Incident Management Plans; design of automated Electronic Toll Collection systems; preparation of PS&E for field implementation of CCTV, Changeable Message Signs, Highway Advisory Radio, Ramp Metering and ATMS systems; and freeway and arterial operations using microsimulation.
ADAM MERRILL, PE, QSD/QSP
Project Manager/Lead Civil Engineer
Adam is recognized for his technical abilities and
broad knowledge when it comes to civil engineering
infrastructure projects. His duties include client
management, planning, designing, preparing reports, and participating in and directing public outreach efforts to ensure community and project stakeholder consensus.
KEVIN GENASCI, PLS
Lead Survey Manager
Kevin’s clients benefit from his extensive experience in both the field and office. He specializes in surveys to support the design of residential subdivisions, commercial site developments, industrial site developments, and municipal infrastructure projects. His expertise includes topographic surveying and mapping, boundary surveying, construction surveying, site development, and municipal infrastructure design support.
BRADFORD QUON, PE, GE
Lead Geotechnical Engineer
Brad has over 24 years of geotechnical engineering
design and construction experience for infrastructure,
earthwork, and flood control projects. His geotechnical engineering experience includes performing field explorations, laboratory testing of soils, geotechnical engineering analysis (i.e. shallow and deep foundations, retaining structures, slope stability, and seepage analyses), and geotechnical investigation report preparation.
ANDREW MANES, PE
Civil Engineer
Andrew has been a key piece working with the Siegfried
team, and his knowledge and specialty of roadway
work, bike lanes, and pedestrian safety features have
him working on a variety of civil projects from civic enhancements to higher education path of travel projects. He has been the go-to for our team in being able to design projects from scratch, or bring older designs to code.
PROJECT MANAGER (PM)
Adam Merrill, PE, QSD/QSP
Lead Civil Engineer
KEY TEAM MEMBERS
Kevin Genasci, PLS
Lead Survey Manager
Bradford Quon, PE, GE
Lead Geotechnical Engineer
SUBCONSULTANTS
Joy Bhattacharya, PE, PTOE
AMG | Traffic Engineering (As-Needed) TEAM ROLES
ORGANIZATIONAL CHART
Andrew Manes, PE
Civil Engineer
Erin Cahoon
Public Outreach
Jori Lemmon, PE, SE
Structural Engineer (As-Needed)
Bob Norbutas
Landscape Architect (As-Needed)
KEY TEAM MEMBERS
SUPPORT STAFF
Siegfried Engineering, Inc.
Principal
Civil
Engineer
Principal
Survey
Manager
Principal
Geotech
Engineer
Senior
Associate
Geotech
Associate
Civil
Project
Engineer Engineer II Engineer I
Associate
Engineer
Technician
(PW)
Engineer I
Associate
Engineer
Technician
(PW)
Senior
Technician
Technician
I
Technician
(PW)
Project
Land
Surveyor
Surveyor II Surveyor I Survey Tech III Survey Tech II Party Chief Adam
Merrill
Kevin
Genasci Brad Quon Charley Scott Lorrane Cayllahua Andrew Manes Jose Ruvalcaba Alejandro Aguilera Alejandro Aguilera Cameron Scott Cameron Scott Greg Samoy RJ Teel RJ Teel Dani Cano Manny DaBranca Scott Soares Daniel Duran Dalton Reed Diego Moreno $90.00 $90.00 $90.00 $80.00 $72.76 $56.74 $43.70 $36.97 $78.91 $43.27 $78.91 $44.95 $30.02 $72.91 $64.91 $55.37 $41.00 $38.95 $33.00 $87.77 $280.49 $280.49 $280.49 $249.32 $226.76 $176.83 $136.19 $115.22 $245.92 $134.85 $245.92 $140.09 $93.56 $227.23 $202.29 $172.56 $127.78 $121.39 $102.85 $273.54 1 Meetings & Coordination 80 20 8 8 20 20 156 $40,358.932 Topogrpahic Survey & Research 20 24 30 30 30 32 70 120 80 70 200 260 966 $178,293.623 Pavement Testing & Design 24 30 60 32 60 32 120 32 390 $63,452.854 30% Plans & Estimate 70 190 190 190 200 840 $150,210.035 60% PS&E Submittal 70 140 140 150 170 670 $120,380.266 90% PS&E Submittal 70 140 140 150 170 670 $120,380.267 Final Bid Package/100% PS&E Submittal 20 36 36 80 90 262 $43,642.198 Bidding & Construction Admin 40 36 36 20 30 162 $32,675.159 Preconstruction Monument Preservation amd RW 4 12 20 20 40 36 36 60 228 $41,580.61 10 Postconstruction Monument Preservation 4 8 12 10 15 10 20 24 103 $19,271.31 Proposal Subtotal 378 64 32 38 592 592 620 60 32 60 32 692 120 32 102 150 135 116 256 344 4447 $810,245.21Sub Services or ODC A City Rise - Traffic Control Flagmen (Part of Task 3) $8,720 $8,720.00 B CTS - Lab Testing Support $2,048 $2,048.00
C Potholing, 30 locations assumed (Part of Task 2B) $50,000 $50,000.00 D Precon ROS (Part of Task 9) $2,052 $2,052.00
E Postcon ROS (Part of Task 10) $2,052 $2,052.00
Total Sub Services $64,872 $64,872.00Total Including Sub Services $875,117.21 Notes:
1 SEI
Overhead Rate 59.48%Fringe Rate 68.31%General and Administrative Rate 55.53%Fee Rate 10.00% Tasks Labor
Total Labor
Costs
Total
Hrs
Task Description (Change task titles as detailed in
the scope of work)
Task #
2/25/2026 1/1
Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Consultant
Project No. Federal Contract No. Date 2/23/2026
DIRECT LABOR
hours Actual Hourly Rate Total
378 $90.00 $34,020.00
64 $90.00 $5,760.00
32 $90.00 $2,880.00
38 $80.00 $3,040.00
592 $72.76 $43,073.92
592 $56.74 $33,590.08
620 $43.70 $27,094.00
60 $36.97 $2,218.20
32 $78.91 $2,525.12
60 $43.27 $2,596.20
32 $78.91 $2,525.12
692 $44.95 $31,105.40
120 $30.02 $3,602.40
32 $72.91 $2,333.12
102 $64.91 $6,620.82
150 $55.37 $8,305.50
135 $41.00 $5,535.00
116 $38.95 $4,518.20
256 $33.00 $8,448.00
344 $87.77 $30,192.88
LABOR COSTS
a) Subtotal Direct Labor Costs $259,983.96
b) Anticipated Salary Increases (see page 2 for sample) $0.00 c) TOTAL DIRECT LABOR COSTS [(a) + (b)] $259,983.96
INDIRECT COSTS
d) Fringe Benefits (Rate: 68.31% ) e) Total Fringe Benefits 177595.0431 f) Overhead (Rate: 59.48% g) Overhead [(c)x(f)] 154638.4594 h) General and Administrative (Rate: 55.53%) i) Gen & Admin [(c) x (h)] 144369.093 j) Total Indirect Costs [(e) + (g) + (i)] $476,602.60
FIXED FEE k) TOTAL FIXED PROFIT [(c) + (j)] x fixed fee 10% $73,658.66 1) CONSULTANT'S OTHER DIRECT COSTS (ODC) - ITEMIZE (Add additional pages if necessary Description of Item Quantity Unit(s) Unit Cost Total
Mileage Costs 0 $0.575 $0.00
Equipment Rental and Supplies $0.00
Potholing $50,000.00
Precon ROS Fee $2,052.00
Postcon ROS Fee $2,052.00
1) TOTAL OTHER DIRECT COSTS $54,104.00
m) SUBCONSULTANTS' COSTS (Add additional pages if necessary) Subconsultant 1: City Rise - Traffic Control $8,720.00
Subconsultant 2: CTS - Lab Testing $2,048.00
m) TOTAL SUBCONSULTANTS' COSTS: $10,768.00
n) TOTAL OTHER DIRECT COSTS INCLUDING SUBCONSULTANTS $64,872.00 TOTAL COST [(c) + (j) + (k) + (p)] $875,117.21
NOTES:
1 Key personnel must be marked with an asterisk (*) and employees that are subject to prevailing wage requirements must be marked with two asterisks (**).
All costs must comply with the Federal cost principals. Subconsultants will provide their own cost proposals. 2 The cost proposal format shall not be amended. Indirect cost rates shall be updated on an annual basis in accordance with the consultant's annual accounting period and established by a cognizant agency or accepted by Caltrans. 3 Anticipated salary increases calculation (page 2) must accompany.
Surveyor II
Surveyor I
Survey Tech III
Dani Cano
Manny DaBranca
Scott Soares
Daniel Duran
Engineer I(PW) Alejandro Aguilera
Technician I RJ Teel
Project Land Surveyor
Engineer I Cameron Scott
Engineer I(PW) Cameron Scott
Kevin Genasci
Principal Geotechnical Engineer Brad Quon
EXHIBIT 10-H1 COST PROPOSAL PAGE 1 OF 3
ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS (DESIGN, ENGINEERING AND ENVIRONMENTAL STUDIES)
Siegfried Engineering
Classification/Title Name
Note: Mark-ups are Not Allowed Prime Consultant Subconsultant 2nd Tier Subconsultant PIC/PM/Civil Lead Adam Merrill
Principal Survey Manager
Lorrane Cayllahua
Party Chief Diego Moreno
Technician (PW) RJ Teel
Engineer II Jose Ruvalcaba
Senior Technician Greg Samoy
Survey Tech II Dalton Reed
Project Engineer Andrew Manes
Engineer I Alejandro Aguilera
Senior Associate Geotech Charley Scott
Associate Civil
January 2020
x
Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
1. Calculate Average Hourly Rate for 1st year of the contract (Direct Labor Subtotal divided by total hours) Avg Hourly 5 Year Contract
Rate Duration
$259,983.96 = $58.46 Year 1 Avg Hourly Rate
2. Calculate hourly rate for all years (Increase the Average Hourly Rate for a year by proposed escalation %) Avg Hourly Rate
Year 1 $58.46 + = $58.46 Year 2 Avg Hourly Rate
Year 2 $58.46 + = $58.46 Year 3 Avg Hourly Rate
Year 3 $58.46 + = $58.46 Year 4 Avg Hourly Rate
Year 4 $58.46 + = $58.46 Year 5 Avg Hourly Rate
Total Hours
per Year
Year 1 100.00% * = 4447.0 Estimated Hours Year 1
Year 2 0.00% * = 0.0 Estimated Hours Year 2
Year 3 0.00% * = 0.0 Estimated Hours Year 3
Year 4 0.00% * = 0.0 Estimated Hours Year 4
Year 5 0.00% * = 0.0 Estimated Hours Year 5
Total 100% = 4447.0
Year 1 $58.46 * = $259,983.96 Estimated Hours Year 1
Year 2 $58.46 * = $0.00 Estimated Hours Year 2
Year 3 $58.46 * = $0.00 Estimated Hours Year 3
= $259,983.96
= $259,983.96
= $0.00 Transfer to Page 1
NOTES:
1 This is not the only way to estimate salary increases. Other methods will be accepted if they clearly indicate the % increase, the # of years of the contract, and a breakdown of the labor to be performed each year. 2 An estimation that is based on direct labor multiplied by salary increase % multiplied by the # of years is not acceptable. (i.e. $250,000 x 2% x 5 yrs = $25,000 is not an acceptable methodology) 3 This assumes that one year will be worked at the rate on the cost proposal before salary increases are granted. 4 Calculations for anticipated salary escalation must be approved. (CALCULATIONS FOR ANTICIPATED SALARY INCREASES)
0%
Direct Labor Subtotal
per Cost Proposal per Cost Proposal
Total Hours
4447
Proposed Escalation
0%
EXHIBIT 10-H1 COST PROPOSAL PAGE 2 OF 2
ACTUAL COST-PLUS-FIXED FEE OR LUMP SUM (FIRM FIXED PRICE) CONTRACTS Estimated total of Direct Labor Salary Increase
0 (calculated above)
Avg Hourly Rate
(calculated above)
4447
0 Estimated hours
4447.0
4447.0
Cost per Year
Total Direct Labor Cost with Escalation
Direct Labor Subtotal before Escalation
4. Calculate Total Costs including Escalation (Multiply Average Hourly Rate by the number of hours) 4447.0
Total
3. Calculate estimated hours per year (Multiply estimate % each year by total hours) 4447.0
4447.0
0%
0%
Total Hours
per Cost ProposalCompleted Each Year
Estimated %
January 2020
Local Assistance Procedures Manual Exhibit 10-H1
Cost Proposal
Certification of Direct Costs:
I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:
1. Generally Accepted Accounting Principals (GAAP)
2. Terms and conditions of the contract
3. Title 23 United States Code Section 112 - Letting of Contract
4. 48 Code of Federal Regulations Part 31 - Contract Cost Principals and Procedures
5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Services
6. 48 Code of Federal Regulations Part 9904 - Cost Accouting Standards Board (when applicable) All costs must be applied consistently and fairly to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements. Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.
Local governments are responsible for applying only cognizant agency approved or Caltrans accepted Indirect Cost Rate(s).
Prime Consultant or Subconsultant Certifying:
Name: Title:
Signature: Date of Certification (mm/dd/yyyy):
Email: Phone Number:
Address:
*An individual executive or financial officer of the consultant’s or subconsultant’s organization at a levelno lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.
List of services the consultant is providing under the proposed contract:
Adam Merrill
[email protected]
100 Sycamore Ave, #100, Modesto, CA 95354
Principal/Vice President
2/23/2026
(209) 499-8239
January 2020
Local Assistance Procedures Manual EXHBIT 10-H3
Cost Proposal
EXHIBIT 10-HJ COST PROPOSAL Page 1 of 2
COST PER UNIT OF WORK CONTRACTS
(GEOTECHNICAL AND MATERIAL TESTING)
Note: Mark-ups are Not Allowed □ Prime Consultant □ Subconsultant □ 2nd Tier Subconsultant Consultant __________________ _
Project No. _________ _ Contract No. --------- Date ------- Unit/Item of Work:
(Example: Log of Test Boring for Soils Report, or ADL Testing for Hazardous Waste Material Study} Include as many Items as necessary.
DIRECT LABOR Hours Billing Hourly Rate {$) Total{$)
Professional {Classification)*
Sub-professional/Technical**
EQUIPMENT 1 {with Operator)
EQUIPMENT 2 {with Operator)
Consultant's Other Direct Costs (ODC)- Itemize:
Description of Item Quantity Unit Unit Cost Total
Subconsultant 1:
Subconsultant 2:
Subconsultant 3:
Subconsultant 4:
Subconsultant 5:
Nole: Attach addtllonal pages if necessary.
TOTAL COST PER UNIT OF WORK
NOTES:
1 . Key personnel must be marked with an asterisk (*) and employees that are subject to prevailing wage requirements must be marked with two asterisks (
**). All costs must comply with the Federal cost principles. Subconsultants will provide their own cost proposals. The cost proposal format shall not be amended.
2. Hourly billing rates should include prevailing wage rates and be consistent with publicly advertised rates charged to all clients (Commercial, Private or Public).
3. Mobilization/De-mobilization is based on site location and number and frequency of tests/items.
4. ODC items shall be based on actual costs and supported by historical data and other documentation.
5. ODC items that would be considered "tools of the trade' are not reimbursable.
6. Billing Hourly Rates must be actual, allowable, and reasonable.
January 2020
________________________________ _
_ _
SAMPLE COST PROPOSAL
Sample Only - Required Cost Proposal Template To Be Determined By Agency SAMPLE COST PROPOSAL 3
Certification of Direct Costs:
I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal{s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:
13. Generally Accepted Accounting Principles {GAAP)
14. Terms and conditions of the contract
15. Title 23 United States Code Section 112 - Letting of Contracts
16. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures
17. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service
18. 48 Code of Federal Regulation Part 9904 - Cost Accounting Standards Board {when applicable)
All costs must be applied consistently and fair1y to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements.
Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.
Prime Consultant or Subconsultant Certifying:
Name:_______________ Title*: _____________
Signature: _____________ _ Date of Certification {mm/dd/yyyy...._:
Email: _______________ Phone Number,_,_: __________
Address:
* An individual executive or financial officer of the consultant's or subconsultant's organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.
List services the consultant is providinq under the proposed contract:
Manager
City Council Staff Report
April 14, 2026
From: Isaac Moreno, Finance Director
Prepared by: Jennifer Figueroa, Housing Program Manager Agendized by: Gary Hampton, Interim City Manager
1. ACTION RECOMMENDED:
Resolution: Approving the Fiscal Year 2026-2027 Annual Action Plan for the Community Development Block Grant Program (CDBG) and HOME Investment Partnership Program (HOME), authorizing the submission of the Annual Action Plan to HUD and authorizing the Interim City Manager or designee to execute all related and necessary documents.
2. NARRATIVE:
For fiscal year 2026-2027, the City will receive CDBG funding through its annual entitlement allocation from the U.S. Department of Housing and Urban Development (HUD). These funds will support eligible activities that meet federal national objectives and address locally identified community development priorities. In addition, the City has CDBG carryover funds from prior years and may receive program income for the HOME program and the CDBG program.
The Annual Action Plan (AAP) (Attachment B) identifies the resources anticipated to be available and outlines the general activities proposed to be funded during the fiscal year. These resources and activities are strategically selected to address the priority needs outlined in the Strategic Plan component of the City’s adopted 2025-2029 Consolidated Plan.
Community Development Block Grant (CDBG) Funding
CDBG funds support a range of eligible activities that benefit low- and moderate-income individuals, families, and neighborhoods. As the CDBG funding allocation for the fiscal year 2026-2027 is not yet known, it is currently estimated to be $636,784, consistent with the fiscal year 2025-2026 allocation amount. Staff also estimate $200,000 in program income, and approximately $400,000 in carryover funds, resulting in an estimated total of $1,236,784 in CDBG funds available for fiscal year 2026-2027. The Annual Action Plan allocates funding among eligible activity categories to support the goals and objectives identified within the Consolidate Plan. The following CDBG project categories have been proposed in the AAP:
Program Administration $ 167,357
Funding will support eligible planning and administrative expenses associated with the development, oversight, and implementation of CDBG-funded projects. Expenses include items such as salary, supplies and publishing costs. Program administration is limited to 20% of total allocation and program income for the year.
Housing Rehabilitation $ 654,427
Housing rehabilitation provides financial assistance to eligible low- and moderate-income homeowners to address needed home repairs and improvements through loans and grants.
Agenda Staff Report
4/14/2026
Costs for the delivery and implementation of the program are also included in this item.
Public Service Grants $ 95,000
Public Service Grants are grants awarded to non-profit service providers for the delivery of essential public services to low- and moderate-income individuals and families. A separate item will be brought to Council for consideration of the proposed agreements with the various recommended agencies for the public service grants.
Work to Address, Prevent, and Mitigate Homelessness $ 20,000 Funding will be utilized to support organizations providing shelter and services for those experiencing homelessness through the City’s Public Service Grants. A separate item will be brought to Council for consideration of the proposed agreements with recommended agencies for these services.
Improve Public Infrastructure and Facilities $ 300,000
Funding will be utilized for projects that will support the improvement of public infrastructure and facilities that principally benefit low- and moderate-income (LMI) residents.
HOME Investment Partnership Program (HOME) Funding
HOME funding is available to the Stanislaus HOME Consortium which includes the Cities of Turlock, Ceres, Hughson, Newman, Oakdale, Patterson, Riverbank, Waterford and the unincorporated areas of Stanislaus County. The City of Turlock, as the lead entity for the Turlock/Stanislaus HOME Consortium from fiscal years 2000-2001 through 2022-2023, has carryover funds of approximately $6 million. These funds are allocated in the fiscal year 2024-2025 AAP. Any necessary updates to project categories associated with the carryover funds, will be addressed through an amendment to the FY 2024-2025 AAP and any updates to program income will be done through an amendment to the subsequent AAP, as needed.
The following HOME project categories have been proposed in the AAP utilizing estimated program income of $110,000.
First Time Home Buyer $110,000
First time home buyer provides down payment assistance for income-eligible first-time home buyers.
Citizen Participation Plan
In accordance with the CDBG and HOME program requirements, the Annual Action Plan was posted for a 30-day public review and comment period. The AAP was made available beginning February 27, 2026, and concluded on March 30, 2026. Staff offered a community meeting on March 2, 2026, that was attended by two (2) community members. Staff also presented the AAP at the Turlock Community Collaborative meeting via Zoom on March 17, 2026, which was attended by twenty-four (24) community groups, organizations, and community members, and an in-person presentation was provided to the Community System of Care (CSOC) on March 19, 2026, with twenty-five (25) non-profit, community, and governmental representatives in attendance.
During the various meetings, all program-specific comments and questions were
Agenda Staff Report
4/14/2026
addressed. All comments related to the AAP will be included in the Final Annual Action Plan to be submitted to HUD.
3. FISCAL IMPACT / BUDGET AMENDMENT:
Proposed Fiscal Year 2026-2027 activities will be funded with CDBG and City of Turlock/Stanislaus County HOME Consortium funds. No General Fund money will be needed in FY 2026-2027. Funds will be appropriated as part of the 2026-2027 budget process.
4. ENVIRONMENTAL DETERMINATION:
The City is allocating proposed funding for programs and projects, subject to future approval from HUD. The City is not committing funding to or undertaking any project in a manner that will have an adverse environmental impact that forecloses reasonable alternatives or mitigation measures that would ordinarily be part of NEPA or CEQA review for any project.
As part of the HUD process for releasing CDBG funds to the City, the City will ensure compliance with the applicable requirements of NEPA and/or CEQA for each project, as specified under 24 CFR Section 58.22(a) and 14 CCR Section 150049(b). Before committing funding, awarding, or entering into contracts for projects, and once more meaningful environmental assessment information becomes available for certain anticipated projects, the City will adhere to these environmental review requirements.
5. ALTERNATIVES:
1. The City Council may provide additional comments or request amendments to the Annual Action Plan. If the suggested amendments are eligible and below the thresholds in the Citizen Participation Plan, the plan can be adjusted and submitted to HUD to meet the regulatory deadline. However, if the suggested amendments are eligible but exceed the thresholds in the Citizen Participation Plan, the amended plan must be recirculated for a new 30-day public comment period. This may cause the City to miss the deadline for submitting the Annual Action Plan, which is due to HUD by May 15, 2026, and may result in the risk of not receiving funding.
Substantial change is defined as:
-Addition of a new activity not previously identified in the plan; -Cancellation of an existing activity identified in the plan; -Changes in the use of funds from one eligible activity to another meeting the following threshold:
-A net increase or decrease greater than 50% of the activity allocation if the allocation is $50,000 or more as listed in the plan;
-A net increase or decrease greater than 100% of the activity allocation if the allocation is less than $50,000 as listed in the plan;
-A net increase or decrease in an activity allocation greater than $300,000.
2. The City Council could reject the Annual Action Plan and direct staff to not submit it to HUD. If this occurs, the City would not receive its annual funding allocation.
Agenda Staff Report
4/14/2026
6. ATTACHMENTS:
1. 26-27 AAP Resolution
2. Turlock 2026-2027 AAP_ Updated Draft
BEFORE THE CITY COUNCIL OF THE CITY OF TURLOCK
IN THE MATTER OF APPROVING THE }
FISCAL YEAR 2026-2027 ANNUAL ACTION }
PLAN FOR THE COMMUNITY }
DEVELOPMENT BLOCK GRANT PROGRAM }
(CDBG) AND HOME INVESTMENT }
PARTNERSHIP PROGRAM (HOME), }
AUTHORIZING THE SUBMISSION OF THE }
ANNUAL ACTION PLAN TO HUD, AND }
AUTHORIZING THE INTERIM CITY }
MANAGER OR DESIGNEE TO EXECUTE }
ALL RELATED AND NECESSARY }
DOCUMENTS. }
_____________________________________ }
WHEREAS, the City of Turlock receives federal grant funds from the United States Department of Housing and Urban Development (HUD) for affordable housing and related activities; and
WHEREAS, the City of Turlock is an entitlement City under the Community Development Block Grant (CDBG) and will be the recipient of CDBG funds; and WHEREAS, the City of Turlock, as the previous Lead of the City of Turlock/Stanislaus County HOME Consortium, remains responsible for management and expenditures of funding from the grants and program income received from fiscal year 2000-2001 through 2022-2023; and
WHEREAS, the Housing and Community Development Act of 1974, as amended, requires local governments to formulate a Consolidated Plan as part of the eligibility requirements for CDBG and HOME funds; and
WHEREAS, the Consolidated Plan is a five-year strategy to address community needs as identified by staff and community residents; and WHEREAS, the five-year Consolidated Plan is implemented through Annual Action Plans which describe the resources available to address the community needs of low- and moderate-income residents in Turlock and Stanislaus County which detail the federally funded activities that will be undertaken during the next fiscal year; and NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Turlock does hereby approve the Fiscal Year 2026-2027 Annual Action Plan for the Community Development Block Grant Program (CDBG) and HOME Investment Partnership Program (HOME), authorizing the submission of the Annual Action Plan to HUD, and authorizing the Interim City Manager or designee to execute all related and necessary documents.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of
Resolution No. 2026-
Turlock this 14th day of April, 2026, by the following vote:
AYES:
NOES:
NOT PARTICIPATING:
ABSENT:
ATTEST:
__________________________
Nichole Fiez, City Clerk,
City of Turlock, County of Stanislaus,
State of California
Prepared by the City of Turlock
156 S Broadway, Suite 250
Turlock, CA 95380
(209) 668-5825
https://www.cityofturlock.org/
FISCAL YEAR 2026-2027
ANNUAL ACTION PLAN
CITY OF TURLOCK
FOR HUD ENTITLEMENT PROGRAMS ANNUAL ACTION PLAN
This Annual Action Plan includes contingency provision language to explain how project/program funding amounts will be adjusted once actual funding is made available by the U.S. Department of Housing and Urban Development
Mayor Amy Bublak
Vice Mayor Rebecka Monez
Councilmember Kevin Bixel
Councilmember Erika Phillips
Councilmember Cassandra Abram
Annual Action Plan Fiscal Year 2026-2027
TABLE OF CONTENTS
AP-05 EXECUTIVE SUMMARY......................................................................................................................................................3 PR-05 LEAD & RESPONSIBLE AGENCIES ...................................................................................................................................6 AP-10 CONSULTATION ................................................................................................................................................................7 AP-12 PARTICIPATION...............................................................................................................................................................10 AP-15 EXPECTED RESOURCES ..................................................................................................................................................12 AP-20 ANNUAL GOALS AND OBJECTIVES ...............................................................................................................................20 AP-35 PROJECTS .........................................................................................................................................................................22 AP-38 PROJECT SUMMARY .......................................................................................................................................................24 AP-50 GEOGRAPHIC DISTRIBUTION ........................................................................................................................................31 AP-75 BARRIERS TO AFFORDABLE HOUSING.........................................................................................................................32 AP-85 OTHER ACTIONS .............................................................................................................................................................35 AP-90 PROGRAM SPECIFIC REQUIREMENTS ..........................................................................................................................39
City of Turlock 2026-2027 Annual Action Plan 3
AP-05 EXECUTIVE SUMMARY
Introduction
Each year the United States Department of Housing and Urban Development (HUD) has provided funding for housing and community development programs to the Stanislaus Urban County and the City of Turlock, specifically Community Development Block Grant (CDBG), Emergency Solutions Grant (ESG), and HOME Investment Partnerships Program (HOME) grant. Beginning in 2000, with the City of Turlock serving as the lead entity, the Stanislaus Urban County was part of the City of Turlock/Stanislaus Urban County Home Investment Partnerships Program (HOME) Consortium for purposes of receiving federal HOME grant funding. On July 1, 2023, Stanislaus County became the lead entity for a new HOME Consortium, the Stanislaus HOME Consortium, consisting of the Stanislaus Urban County and the City of Turlock.
In order to receive CDBG, ESG, and HOME funds, the City of Turlock and the Stanislaus Urban County have prepared a joint Five-Year Consolidated Plan for Fiscal Years 2025-2029 which will serve as the blueprint for the expenditures of federal funds in the communities of Ceres, Hughson, Newman, Oakdale, Patterson, Riverbank, Turlock, Waterford and the unincorporated area of Stanislaus County. Stanislaus County is the “lead entity” with responsibility for implementing and administering HUD Entitlement funding. However, the City of Turlock is the entitlement jurisdiction for Community Development Block Grant (CDBG) for the City of Turlock.
The City of Turlock will report HOME activities undertaken with the remaining funding received by the prior HOME Consortium under their own separate Annual Action Plan (AAP). The City is estimating to receive HOME program income of $110,000 per year for a total of $550,000 during the five-year Consolidated Plan period. In addition, the City has approximately $6,000,000 in carry-over funds related to HOME activities approved under the City’s prior 2024/25 AAP; any changes to the City’s prior 2024/25 AAP will be done through the City’s 2024/25 AAP through a substantial amendment, as appropriate. For Fiscal Year 2026-2027, the CDBG funding allocation for the City of Turlock is $636,784.
This Annual Action Plan includes contingency provision language to explain how project/program funding amounts will be adjusted once actual funding is made available by the U.S. Department of Housing and Urban Development.
The Consolidated Plan for Fiscal Years 2025-2029 identifies housing and community development activities for the five-year period. This document is the Fiscal Year 2026-2027 AAP for Year 2 of the Consolidated Plan.
The majority of this document is generated through HUD’s Integrated Disbursement and Information System (IDIS) System.
The City of Turlock was founded on December 22, 1871, and was incorporated on February 15, 1908. The City of Turlock is the second largest city in Stanislaus County after Modesto. It is located between Modesto and Merced at the intersection of State Routes 99 and 165. According to the U.S. Census Bureau, the City of Turlock has a total area of 16.9 square miles, all of which is land.
Throughout this document the following geographic terms will be used. • Stanislaus Planning Area: Includes the entirety of the planning area considered under the Consolidated Plan: the cities of Ceres, Hughson, Newman, Oakdale, Patterson, Riverbank, Turlock and Waterford, and the unincorporated area of the County.
• Stanislaus Urban County: A multi-jurisdictional CDBG entitlement, made up of the cities of Ceres,
City of Turlock 2026-2027 Annual Action Plan 4
Hughson, Newman, Oakdale, Patterson, Riverbank, and Waterford and the unincorporated area of the County. Stanislaus County is the “lead entity” for the Stanislaus Urban County. • Unincorporated County: Includes the entire unincorporated area of the County (this area is not a part of any municipality).
• Entitlement Cities: The CDBG entitlement cities in the County are Modesto and Turlock. • Stanislaus Home Investment Partnerships Program (HOME) Consortium: The members of the Consortium are Stanislaus Urban County and the City of Turlock. Stanislaus County is the “lead entity” for the Stanislaus HOME Consortium.
Consolidated Plan
The purpose of the Consolidated Plan is to identify housing and community development needs, priorities, goals, and strategies on how the Stanislaus Urban County, Stanislaus HOME Consortium, and City of Turlock HUD funds will be utilized over a five-year period.
The AAP is the one-year plan that is prepared pursuant to the goals outlined in the Consolidated Plan. This AAP details the projects and activities that the City of Turlock will undertake to address the housing and community development needs and local objectives using CDBG funds. This AAP covers the funds anticipated to be received during Fiscal Year 2026-2027.
Summary of the Objectives and OutcomesIdentified in the Plan The City of Turlock has identified five goals to address housing and community development needs during the 2025-2029 Consolidated Plan:
1. Improve public infrastructure and facilities
2. Provide and ensure access to essential public services;
3. Support affordable housing and promote accessible housing options;
4. Work to address, prevent, and mitigate homelessness; and
5. Administration.
CDBG funds are used by the City of Turlock for support and preservation of affordable housing, support of homeless prevention services, public services, public facilities and infrastructure improvements, and planning and administrative costs.
Evaluation of Past Performance
Through the CDBG Public Services Program, the City of Turlock has set aside up to 15% of its annual CDBG allocation for programs that provide services to low- and moderate-income households (families or individuals). In Fiscal Year 2025-2026, a total of five public service programs were awarded $95,000 to assist in carrying out a number of needed services. Funded services included meals for low- and moderate-income households, recreation scholarships for low- and moderate-income youth, essential housing related services for low- and moderate-income victims of domestic violence, youth navigation services for homeless youth, and housing resources. The City continued to administer a First Time Home Buyer (FTHB) Program for lowand moderate-income, first-time homebuyers which provides low interest loans to qualified clients to purchase a home. The City of Turlock utilized various resources including the HOME Program, CalHome and Permanent Local Housing Allocation (PLHA) to fund the program. The City continued offering a Housing Rehabilitation Program, which provides assistance for home repairs to income-eligible residents within the city. The program services elderly individuals, persons with disabilities, and other residents with special
City of Turlock 2026-2027 Annual Action Plan 5
needs, helping to improve overall housing conditions. In addition, the program was expanded to include assistance for mobile homes. The City rehabilitated seven (7) mobile home and single-family unitsthroughout the fiscal year. At the beginning of the fiscal year, The City owned seven (7) residential properties, four (4) of which were rehabilitated. Of these properties, four (4) were sold to eligible non-profit agencies and three (3) were sold to first-time homebuyers to support affordable housing.
Summary of Citizen Participation Process and Consultation Process The community outreach process for the AAP included an online community meeting, an in-person community meeting, and consultation with the local CoC. Draft documents were made available to the public via Turlock’s City website. A summary of the comments is included and summary of the citizen participation process is included in Appendix A of the Consolidated Plan.
Summary of Public Comments
The Annual Action Plan presentation was provided by staff at a community meeting held on March 3, 2026 at 5:00 p.m. Two (2) community members were in attendance. Questions were asked about what is a rehabilitation, and about how public service grants are chosen.
The Annual Action Plan was presented via zoom by staff at the Turlock Community Collaborative meeting held on March 17, 2026 at 1:30 p.m. Twenty-four (24) community members and non-profit service providers were in attendance. One question was asked about the HOME funding being designated for the first-time homebuyer program.
The Annual Action was presented at the Stanislaus Community System of Care (CSOC) meeting held on March 19, 2026, at 2:30 p.m. Twenty-five (25) people were in attendance including community members, neighborhood and public service agencies, non-profit agencies, and government representatives. A comment was made that the amount for supportive services is low considering Turlock’s homeless population is increasing and question was asked if there are plans to address that. Also question asked about how the City is administering their first-time homebuyer program.
Comments from 4/14/2026 Council meeting pending
Summary of Comments or Views Not Accepted and the Reasons for Not Accepting Them No public comments were purposefully not included or not accepted during the development of the Annual Action Plan.
Stanislaus County and the City of Turlock agree that its compliance in all respects with all applicable Federal antidiscrimination laws is material to the U.S. Government’s payment decisions for purposes of section 3729(b)(4) of title 31, United States Code. Stanislaus County and the City of Turlock will not operate any programs that violate any applicable Federal anti-discrimination laws, including Title VI of the Civil Rights Act of 1964. Stanislaus County and the City of Turlock shall not use grant funds to promote “gender ideology,” as defined in Executive Order (E.O.) 14168, Defending Women from Gender Ideology Extremism and Restoring Biological Truth to the Federal Government.
City of Turlock 2026-2027 Annual Action Plan 6
The Process
PR-05 LEAD & RESPONSIBLE AGENCIES
Agency/entity responsible for preparing/administering the Consolidated Plan
1. Describe agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source.
The following are the agencies/entities responsible for preparing the Consolidated Plan (Consolidated Plan) on behalf of the City of Turlock, and those responsible for administration of each grant program and funding source.
Agency Role Name Department/Agency
CDBG Administrator City of Turlock City of Turlock – Housing Program Services Consolidated Plan Public Contact Information
City of Turlock
Jennifer Figueroa
Housing Program Manager
156 S Broadway, Suite 140
Turlock, CA 95380
Telephone: 209- 668-5610
E-mail: [email protected]
City of Turlock 2026-2027 Annual Action Plan 7
AP-10 CONSULTATION
Introduction
In preparing the AAP, City of Turlock staff consulted with various organizations located in and out of the City of Turlock that provide services to Turlock residents. In many instances, these consultations are part of ongoing interactions between the City of Turlock and the agency or group described. The community outreach process for the AAP included an online community meeting, an in-person community meeting, and consultation with the local CoC. Draft documents were made available to the public via Turlock’s City website. A summary of the citizen participation process is included in Appendix A of the Consolidated Plan.
Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(I)).
The City of Turlock’s strategic plan, originating from the Consolidated Plan, consists of taking actions to overcome any gaps that may exist in the institutional structures and enhance coordination within the City of Turlock network of public service providers as well as other public agencies that deliver essential public and social services.
During the program’s monitoring reviews, programs are reviewed and discussed to help determine if there are any gaps in services as their clients strive to reach their goal of independence from the need of public services within the community.
The City of Turlock is actively involved throughout the year with different service networks in the community. One of these is the Continuum of Care (CoC), a strong network of county-wide service providers, through which any identified institutional gaps may be addressed. The City supports the activities of CoC.
Building the capacity of local nob-profit agencies continues to be an important issue for the City of Turlock and other entitlement cities. The City of Turlock has an excellent working relationship with both the City of Modesto and Stanislaus County, which are separate CDBG entitlement jurisdictions, to strategically prioritize projects and program more efficiently and effectively for the region.
Representatives from County Behavioral Health and Recovery Services and the Community Services Agency regularly attend the monthly CoC meetings and are active participants in the program planning for homeless fund utilizations throughout the county.
A summary of the citizen participation process is included in Appendix A of the Consolidated Plan.
Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness.
City of Turlock staff collaborated with the Continuum of Care (CoC) in multiple ways. The CoC is made up of representatives from the City of Modesto, the City of Turlock, Stanislaus County, the Stanislaus Regional Housing Authority, law enforcement agencies, housing service providers, social service providers, housing resources service providers, health service providers, and homeless service providers. Announcements for all funding opportunities through the Stanislaus Urban County are routinely advertised at the CoC meetings.
The City of Turlock takes partin regularly scheduledmonthly CoCmeetings and consultsregularly with attendees on housing needs, social service needs, and homelessness needs. This ongoing partnership increases shared understanding of roles and responsibilities throughout the continuum.
City of Turlock 2026-2027 Annual Action Plan 8
DescribeconsultationwiththeContinuum(s) ofCare thatservesthe jurisdiction's areaindetermining how to allocate ESG funds, develop performance standards and evaluate outcomes, and develop funding, policies and procedures for the administration of HMIS.
Not applicable (The City of Turlock does not receive ESG funding).
City of Turlock 2026-2027 Annual Action Plan 9
Describe agencies, groups, organizations and others who participated in the process and describe the jurisdictions consultations with housing, social service agencies and other entities.
Outreach and stakeholder meetings
Identify any agency types not consulted and provide rationale for not consulting.
Not applicable.
Describe other local/regional/state/federal planning efforts considered when preparing the Plan.
Continuum of Care
City of Turlock 2026-2027 Annual Action Plan 10
AP-12 PARTICIPATION
1. Summary of citizen participation process/efforts made to broaden citizen participation. Summary of citizen participation process and how it impacted goal-setting.
In order to ensure maximum participation in the AAP process among all populations and special needs groups and to ensure that their issues and concerns are adequately addressed, the City of Turlock has a Citizen Participation Plan in place. The Citizen Participation Plan describes the actions to be taken to encourage citizen participation in the development of the AAP. The community outreach process for the AAP included an online community meeting, and in person community meetings.
The public review period for the Fiscal Year 2026-2027 Annual Action Plan was from February 27, 2026, to March 30, 2026. A public meeting notice was published in The Modesto Bee on February 27, 2026, in both English and Spanish, a newspaper covering the entire Stanislaus Planning Area.
Summary of Citizen Participation
A summary of all outreach efforts associated with the City of Turlock’s Annual Action Plan and Public Engagement Meeting Summaries are included.
City of Turlock 2026-2027 Annual Action Plan 11
Citizen Participation Outreach
Mode of
Outreach
Target of
Outreach
Meeting Location Summary of
Comments
Received
Summary of
Comments
Not Accepted
Public
Meetings
-Non-English
Speaking -
Specify other
language:
Spanish
-Nontargeted/broad
community
Turlock
• March 17, 2026, at 1:30pm, Turlock Community Collaborative Meeting, via Zoom. • March 19, 2026, at 2:30pm, 3800 Cornucopia Way, Modesto. (Stanislaus Continuum of Care Meeting)
• March 02, 2026, at 5:30pm, Community Meeting, City Hall, 156 S. Broadway, Turlock.
• April 14, 2026, at 6:00pm, Turlock City Council Meeting, City Hall, 156 S. Broadway, Turlock.
Comments
pending for
March
Meetings
N/A
Newspaper
Ad
Nontargeted/broad
community
All public hearings/meetings and notice of the availability of the draft AAP for public review, are to be published in newspapers covering the Stanislaus Planning Area (Modesto Bee (English and Spanish).
Comments
pending for
March
meetings
N/A
City of Turlock 2026-2027 Annual Action Plan 12
AP-15 EXPECTED RESOURCES
Introduction
The City of Turlock is estimating and planning for a CDBG annual allocation of $636,784, estimating $200,000 in program income, and anticipating $400,000 in prior year carryover for a total of $1,236,784 for Fiscal Year 2026-2027. The City is estimating to receive HOME program income of $110,000 per year for a total of $550,000 during the five-year Consolidated Plan period. In addition, the City has approximately $6,000,000 is carry-over funds related to HOME activities approved under the City’s prior 2024/25 AAP; any changes to the City’s prior 2024/25 AAP for HOME funds will be done through the City’s 2024/25 AAP through a substantial amendment, as appropriate. All proposed activities’ budgets will be proportionally increased or decreased from the estimated funding levels to match actual allocation amounts.
Anticipated Resources
Program Source of Uses of Funds Expected Amount Available Year 2 Expected Amount Available Narrative Description Funds Annual
Allocation: $
Program
Income: $
Prior Year
Resources: $
Total:
$
Remainder of Consolidated
Plan
$
CDBG public -
federal
Administration and Planning
Housing
Public Improvements Public
Services
$636,784 $200,000 $400,000 $1,236,784 $2,210,352 Funds will be utilized for affordable housing, temporary relocation assistance, public
improvements, a maximum of 15% will be set aside
for Public
Services, and 20% for administration
HOME* Public -
federal
Administration and Planning
Housing
$0 $110,000 $0 $110,000 $330,000 Funds will be utilized for HOME consortium wide housing rehabilitation for owner and renter occupied
units and delivery costs.
*Prior HOME Program Income resource funding
City of Turlock 2026-2027 Annual Action Plan 13
Annual Action Plan Fiscal Year 2026-2027
Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied.
Leveraging HUD funding allows the City of Turlock and the Stanislaus County HOME Consortium (HOME Consortium) to bring in local, state, and other sources to combine with federal financial resources to maximize the reach and impact of the City's HUD-funded programs.
City of Turlock will continue to use CalHome Program Income as additional funding sources for the firsttime home buyer program. In previous years, the city received grant funds from State HOME and CalHome programs.
In previous years, combinations of Redevelopment Agency Housing Set-Aside funds, as well as LowIncome Housing Tax Credits have been used to construct rental housing or rehabilitation projects. Turlock and the Stanislaus County HOME Consortium will continue to look for funds to match and leverage HUD funding.
If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan.
The City of Turlock’s Successor Agency to the Redevelopment Agency owns a parcel with a small office building. The building is currently leased for $1.00 per year to Haven Women’s Center. The intent of the five-year lease has been to bring much needed anti-domestic violence services to the City of Turlock and overcome the transportation barrier of clients and families traveling the 15 miles to Modesto to get much needed services.
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City of Turlock 2026-2027 Annual Action Plan 20
AP-20 ANNUAL GOALS AND OBJECTIVES
Goals and Summary Information
Sort
Order
Goal Name Start
Year
End
Year
Category Needs Addressed Funding GoalOutcome
Indicator
1 Support Affordable
Housing and Promote
Accessible Housing
Options
2026 2027 Affordable Housing Affordable Housing CDBG: $654,427 HOME: $110,000
Household Housing
Unit Homeowner
Housing
Rehabilitated: 10
Direct Financial
Assistance to
Homebuyers: 1
2 Provide and Ensure Access to
Essential Public Services
2026 2027 Non-Homeless Special
Needs
Public Services CDBG: $95,000 Public service
activities for Low
Income Housing
benefit: 2,254
Individuals assisted
3 Work to Address, Prevent and
Mitigate Homelessness
2026 2027 Homeless Homeless Services
Public Services
CDBG: $20,000 Homeless Person
overnight Shelter:
300 individuals
assisted
4 Improve Public Infrastructure
and Facilities
2026 2027 Public Facilities and
Infrastructure
Public Infrastructure
Improvement
CDBG: $300,000 Public Facility or
Infrastructure
Activities for
Low/Moderate
Income Housing
Benefit: 1 facility
5 Administration 2026 2027 Administration Public Infrastructure Improvement
Homeless Services
Public Services
Affordable Housing
CDBG: $167,357 Other: 1
City of Turlock 2026-2027 Annual Action Plan 21
Goal Descriptions
1 Goal Name Improve Public Infrastructure and Facilities Goal Description This goal may provide funding for projects that will improve public facilities, sidewalks, streets, curbs, gutters, and sewers.
2 Goal Name Provide and Ensure Access to Essential Public Services Goal Description This goal will address basic needs as well as provide important services to the community. Projects and activities under this goal may provide meals as congregate sites and provide recreational services. 3 Goal Name Work to Address, Prevent and Mitigate Homelessness Goal Description
Funding towards this goal will support organizations providing shelter and services for those experiencing homelessness; this goal may include emergency shelter, transitional, permanent supportive, and rapid rehousing services. 4 Goal Name Support Affordable Housing and Promote Accessible Housing Options Goal Description
This goal will work to acquire and/or rehabilitate real property and/or units in order for them to be used to increase the number of affordable housing units in Turlock. Projects under this goal will support both renter- and owner-occupied units in the aim to increase the value and bring the housing unit up to code.
The City will offer loans and grants to maintain single and multifamily affordable housing stock for lowand moderate-income households. Projects under this goal may also provide first-time homebuyer assistance.
5 Goal Name Administration
Goal Description Administration for CDBG programs.
City of Turlock 2026-2027 Annual Action Plan 22
AP-35 PROJECTS
Introduction – City of Turlock
As shown in the previous section, AP-20 Annual Goals and Objectives, the City of Turlock has identified goals to address housing and community development needs for Fiscal Year 2026-2027. During this year, the City of Turlock will work towards achieving all of the goals outlined above.
Below are the proposed projects funded with FY 2026-2027 federal funding from the Community Development Block Grant (CDBG) and estimated program income for HOME funds
# Project Name
1. Housing Rehabilitation (CDBG) 2026-2027
2. City of Turlock Recreation (CDBG-PSG) 2026-2027
3. United Samaritans Foundation-Food Box (CDBG-PSG) 2026-2027
4. We Care Emergency Shelter (CDBG-PSG) 2026-2027
5. Healthy Alternatives to Violent Environments (HAVEN) (CDBG-PSG) 2026-2027
6. Housing Resource Services(CDBG-PSG) 2026-2027
7. Family Promise Modesto (CDBG-PSG) 2026-2027
8. Program Administration (CDBG) 2026-2027
9. First Time Home Buyer (HOME) 2026-2027
10. Improve Public Infrastructure and Facilities (CDBG) 2026-2027
City of Turlock 2026-2027 Annual Action Plan 23
Describe the reasons for allocation priorities and any obstacles to addressing underserved needs:
There are three specific HUD goals for the CDBG program. They are:
• Provide decent housing
• Provide a suitable living environment
• Expand economic opportunities
The Priority Needs section within the Consolidated Plan identifies the key priority needs in the City of Turlock. These priority needs are reflected in the projects identified above. More specifically, the needs expressed by data in the Needs Assessment and Market Analysis are considered when considering projects to allocate resources to.
Obstacles in addressing community needs are:
• A lack of available funds and resources
• The constraints and restrictions of the funding programs requirements Space below intentionally left blank.
City of Turlock 2026-2027 Annual Action Plan 24
AP-38 PROJECT SUMMARY
City of Turlock
1. Housing Rehabilitation FY 26-27 (CDBG)
Target Area(s): Turlock
Goals Supported: Support Affordable Housing and Promote Accessible Housing Options Needs Addressed: Affordable Housing
Funding: CDBG - $654,427
Description: Rehabilitation of existing housing in Turlock with loans and grants to maintain single and multifamily affordable housing.
National Objective: LMH
Matrix Code: 14A
Presumed Benefit: No
Objective: Rehabilitation of existing housing in Turlock.
Performance Outcomes: Number of households: 10
Target Date: 6/30/2027
Estimate the number and type of families that will benefit from the proposed activities: 10 households Location Description: City of Turlock
Planned Activities: Rehabilitation of existing housing in Turlock.
2. City of Turlock Recreation FY 26-27 (CDBG)
Target Area(s): City of Turlock
Goals Supported: Provide and Ensure Access to Essential Public Services Needs Addressed: Public Services
Funding: CDBG - $20,000
City of Turlock 2026-2027 Annual Action Plan 25
Description: Turlock Recreation Services strengthens the community’s fabric, health and well-being, economic base, and security. Through quality programming and implementation, Recreation Services provides safe, supervised activities for residents of all ages. Families and individuals have the opportunity to enhance their lives by participating in fitness programs, support activities, family events, community traditions, arts, social and educational activities, and a wide range of enrichment classes. Scholarships are available for participation. Participants must be 18 years of age or younger or 62 years of age and older.
National Objective: LMC
Matrix Code: 05Z
Presumed Benefit: N/A
Objective: Provide Public Services
Performance Outcomes: Number of individuals that will benefit from the public services: 50 Target Date: 6/30/2027
Estimate the number and type of families that will benefit from the proposed activities: 40 households Location Description: City of Turlock
Planned Activities: Recreation for all scholarship program
3. United Samaritan’s Foundation- Food Box FY 26-27 (CDBG) Target Area(s): City of Turlock
Goals Supported: Provide and Ensure Access to Essential Public Services Needs Addressed: Public Services
Funding: CDBG - $20,000
Description: The food box program provides food assistance to income eligible individuals and families in Turlock who are experiencing food insecurity and lack sufficient quantities of food. Food boxes are distributed on the last Tuesday and Friday of every month. Homeless individuals are eligible for a food box every month. Each box is filled with ample provisions to feed every person in the family three meals a day for three days.
National Objective: LMC
Matrix Code: 05Z
Presumed Benefit: N/A
Objective: Provide Public Services
City of Turlock 2026-2027 Annual Action Plan 26
Performance Outcomes: Number of individuals that will benefit from the public services: 2,200 Target Date: 6/30/2027
Estimate the number and type of families that will benefit from the proposed activities: 950 households Location Description: City of Turlock
Planned Activities: Emergency Food Box Program
4. We Care Emergency Shelter FY 26-27 (CDBG)
Target Area(s): City of Turlock
Goals Supported: Work to Address, Prevent and Mitigate Homelessness Needs Addressed: Homeless Services
Funding: CDBG - $20,000
Description: Provides safe, stable housing for families experiencing homelessness.
National Objective: LMC
Matrix Code: 05Z
Presumed Benefit: Yes
Objective: Provide Public Services
Performance Outcomes: Number of individuals that will benefit from the public services: 300 Target Date: 6/30/2027
Estimate the number and type of families that will benefit from the proposed activities: 300 households Location Description: City of Turlock
Planned Activities: We Care Emergency Shelter
5. Healthy Alternatives to Violent Environments FY 26-27 (CDBG) Target Area(s): City of Turlock
Goals Supported: Provide and Ensure Access to Essential Public Services Needs Addressed: Public Services
City of Turlock 2026-2027 Annual Action Plan 27
Funding: CDBG - $20,000
Description: HAVEN will provide housing resources and services, financial literacy education and safety planning to low- and moderate-income victims of domestic violence.
National Objective: LMC
Matrix Code: 05Z
Presumed Benefit: No
Objective: Address the need for infrastructure improvements in the low- and moderate-income residential area of Turlock.
Performance Outcomes: Number of individuals with access services: 50 Target Date: 6/30/2027
Estimate the number and type of families that will benefit from the proposed activities: 50 households Location Description: City of Turlock
Planned Activities: Housing services for victims of domestic violence
6. Housing Resource Services FY 26-27 (CDBG)
Target Area(s): City of Turlock
Goals Supported: Provide and Ensure Access to Essential Public Services Needs Addressed: Public Services
Funding: CDBG - $15,000
Description: Housing resource services for the City’s residents.
National Objective: LMC
Matrix Code: 05Z
Presumed Benefit: No
Objective: Provide Public Services
Performance Outcomes: Number of individuals that will benefit from the public services: 30 Target Date: 6/30/2027
Estimate the number and type of families that will benefit from the proposed activities: 7 households
City of Turlock 2026-2027 Annual Action Plan 28
Location Description: City of Turlock
Planned Activities: Housing Services
7. Family Promise Modesto FY 26-27 (CDBG)
Target Area(s): City of Turlock
Goals Supported: Work to Address, Prevent and Mitigate Homelessness Needs Addressed: Homeless Services
Funding: CDBG - $20,000
Description: Provides safe, stable housing for families experiencing homelessness.
National Objective: LMC
Matrix Code: 05Z
Presumed Benefit: Yes
Objective: Provide Public Services
Performance Outcomes: Number of individuals that will benefit from the public services: 24 Target Date: 6/30/2027
Estimate the number and type of families that will benefit from the proposed activities: 6 households Location Description: City of Turlock
Planned Activities: Family Promise Transitional Housing
8. Program Administration FY 26-27 (CDBG)
Target Area(s): City of Turlock
Goals Supported: Administration
Needs Addressed: Public Infrastructure Improvement
Affordable Housing
Public Services
Homeless Services
Funding: CDBG - $167,357
Description: Program administration
City of Turlock 2026-2027 Annual Action Plan 29
National Objective: N/A
Matrix Code: N/A
Presumed Benefit: N/A
Objective: Program administration
Performance Outcomes: N/A
Target Date: 6/30/2027
Estimate the number and type of families that will benefit from the proposed activities: N/A Location Description: City of Turlock
Planned Activities: Program Administration
9. First Time Home Buyer FY 26-27 (HOME)
Target Area(s): Ceres, Hughson, Newman, Oakdale, Patterson, Riverbank, Turlock, Waterford, and surrounding Unincorporated Stanislaus County.
Goals Supported: Support Affordable Housing and Promote Accessible Housing Options Needs Addressed: Affordable Housing
Funding: HOME: $110,000
Description: Funds will be utilized for HOME consortium wide First Time Home Buyer and delivery costs.
Presumed Benefit: No
Objective: The City will offer loans and grants to maintain single and multifamily affordable housing stock for low-and moderate-income households.
Performance Outcomes: Number of households: 1
Target Date: 6/30/2027
Estimate the number and type of families that will benefit from the proposed activities: 1 family Location Description: Ceres, Hughson, Newman, Oakdale, Patterson, Riverbank, Turlock, Waterford, and surrounding Unincorporated Stanislaus County.
City of Turlock 2026-2027 Annual Action Plan 30
Planned Activities: First Time Home Buyer
10. Improve Public Infrastructure and Facilities FY 26-27 (CDBG) Target Area(s): Turlock
Goals Supported: Public Facilities and Infrastructure
Needs Addressed: Public Infrastructure Improvement
Funding: CDBG: $300,000
Description: Funds will be utilized for public infrastructure improvements National Objective: LMA
Matrix Code: 03
Presumed Benefit: No
Objective: Improve public facilities
Performance Outcomes: Number of facilities: 1
Target Date: 6/30/2027
Estimate the number and type of families that will benefit from the proposed activities: N/A Location Description: Turlock
Planned Activities: Improve Public Infrastructure and Facilities
City of Turlock 2026-2027 Annual Action Plan 31
AP-50 GEOGRAPHIC DISTRIBUTION
Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed:
The City of Turlock does not have plans to pursue any official HUD designated geographic based priority areas. Funds will be allocated based on program eligibility and in accordance with priority needs and goals outlined in this section.
There are three specific HUD goals for the CDBG program. They are:
• Provide decent housing
• Provide a suitable living environment
• Expand economic opportunities
The Priority Needs section within the Consolidated Plan identifies the key priority needs in both the Urban County and the City of Turlock. These priority needs are reflected in the projects identified above.
More specifically, the needs expressed by data in the Needs Assessment and Market Analysis are considered when considering projects to allocate resources to.
Obstacles in addressing community needs are:
• A lack of available funds and resources
• The constraints and restrictions of the funding programs requirement.
City of Turlock 2026-2027 Annual Action Plan 32
AP-75 BARRIERS TO AFFORDABLE HOUSING
Introduction – City of Turlock
The City of Turlock works with Stanislaus County in efforts to provide affordable housing opportunities. One of the main barriers to affordable housing, both rental and homeownership, has been the supply of affordable housing units. For residents that are renting, the rents in the area have increased and made it difficult for renters to move or new renters to find housing units. In the area of homeownership, many residents are outpriced and cannot afford to purchase the homes that are available. Some of the barriers that impact the availability of affordable housing are outlined below.
Accessory Dwelling Units (ADUs): Separate living quarters on a property (also called a “granny flat” or “guesthouse” can add additional housing units into single-family residential neighborhoods. Government regulations of ADUs can reduce or eliminate this housing development. However, passage of numerous California legislative bills has eliminated many of the local impediments to the construction of ADU’s.
Shortage of Affordable Housing Funding: The availability of funding for affordable housing has dropped dramatically in the past decade for all jurisdictions in California that do not have local public or private housing funds. Dissolution of redevelopment agencies in the State of California in 2012 resulted in a significant drop in funding for housing projects. Competition for tax credits and other State funding with cities in California and diminished amounts of HUD funding create a shortage of affordable housing.
Planning and Development Fees: Housing development imposes short- and long-term costs upon local government, such as the cost of providing site reviews, permitting and inspection, and maintaining General Plan and zoning regulations addressing housing development. The City of Turlock also charges impact fees to offset the cost of providing the infrastructure and public facilities that are required to serve new housing development.
To help recoup costs and ensure that essential services and infrastructure are available when needed, the City of Turlock charges various types of development fees.
The fees can be a significant factor in housing development throughout California, raising housing costs and disincentivizing new residential development, factors that contribute to statewide high housing costs. Among California jurisdictions, fees account for between six and eighteen percent of the price of housing. (Terner Center for Housing Innovation- UC Berkeley, It All Adds Up: The Cost of Housing Development Fees in Seven California Cities, March 2018.)
Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment Potential constraints to housing development vary by area throughout the City of Turlock, but generally include cost of infrastructure, residential development fees, development standards, land use entitlement processing times, and limited funding for affordable housing development. Barriers to housing also include personal barriers such as poor credit history, involvement with the law, limited knowledge about tenants’ rights and the complaints process.
Development Process: To expedite project facilitation and provide internal support to project applicants, the City
City of Turlock 2026-2027 Annual Action Plan 33
of Turlock will continue to undertake efforts to build relationships between the City and the development community to identify the barriers and constraints to the development of affordable housing to identify public/private partnership opportunities for the development of affordable housing.
Fee Structure: The City of Turlock will continue to review its fee systems as a means of reducing the cost of housing development. The City recognizes that fees can affect the cost of construction of affordable housing in the community.
Subdivision Improvement Standards and Zoning Ordinance: The City of Turlock will review and provide input to modify Subdivision Improvements Standards, where reasonable and appropriate, to provide cost savings in the development of residential units while continuing to ensure the public health, safety, and welfare of residents.
Affordable Housing: The City of Turlock will continue to assign priority to educating City residents regarding the importance of providing affordable housing to support job growth. This will be done through public education, public participation, and fair housing information. The City will continue to monitor constraints and where possible, undertake efforts that can address these constraints and their effect on the provision of affordable housing.
Discussion
For jurisdictions (such as the City of Turlock) to charge an impact fee, the California Mitigation Fee Act requires that the jurisdiction demonstrate the “nexus” between the type of development in question and the impact being mitigated by the proposed fee, and that fee amount be proportional to the impact caused by the development.
Fees not covered by the California Mitigation Fee Act include inclusionary housing ordinance in-lieu fees, permit processing fees, utility connection fees, and fees included within specific development agreements between a jurisdiction and a developer. Despite state law limiting direct impact fees, the fees can be a large part of a jurisdiction’s total fee requirements for housing development. Because developers tend to pass these fees onto the final housing owner, the effects of reducing these fees on housing affordability depend on the amount of the fee reduction and current home prices. Because the eventual owner bears the brunt of fees, high fees limit development of lower-cost housing more than higher-cost housing. (Terner Center for Housing Innovation- UC Berkeley, Current Practices and Policy Considerations to Improve Implementation of Fees Governed by the Mitigation Fee Act, August 2019). A reduction in development fees for low-income housing may help these projects become financially feasible. A jurisdiction deferring development fees until a certain time after project completion can also help add flexibility to the project’s upfront costs and assist in the development of low-income housing.
Municipal Processing Time: The processing time required to obtain full approval of a development project is often cited as a contributing factor to the high cost of housing in the State of California. Review and legislative approval, while often necessary steps in the development process, add to the cost of construction by increasing land holding costs and interest payments. Governments are not always able to control delays when multiple levels of government must communicate, review, and approve plans, these include delays due to the schedule or timing of legislative boards of approval, or delays based on the amount of municipal staff capacity to review plans when demand for services is high.
Prevailing Wages: Davis-Bacon prevailing wage must be paid to laborers when federal Community Development Block Grant (CDBG) dollars are used to pay for any construction project over $2,000 or on any multifamily housing project over eight units. Prevailing wage must also be paid on any HOME-funded multifamily housing project that directly funds twelve or more units. While competitive wages are currently high, Davis-Bacon wages may be higher and add additional cost to housing construction and rehabilitation activities. California’s Prevailing Wage Law requires contractors to pay minimum wage rates on public works projects that support housing construction
City of Turlock 2026-2027 Annual Action Plan 34
such as roads, water and sewer projects, and other public utilities. The rates are set by the California Department of Industrial Relations. These additional costs could add to local costs for housing development.
Expiration of Affordability Contracts: Affordability contracts with private property owners have a time limit that runs out after a contractually set number of years. Unless the affordability contracts are renewed with the property owner, the affordable rental housing units will expire and become market-rate housing.
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City of Turlock 2026-2027 Annual Action Plan 35
AP-85 OTHER ACTIONS
Introduction
The City of Turlock targets Federal funds to residents who have traditionally not been served or are underserved by programs. Project activities funded through the Consolidated Plan are carefully designed to provide appropriate and needed services. Stanislaus County and the City of Turlock agree that its compliance in all respects with all applicable Federal anti-discrimination laws is material to the U.S. Government’s payment decisions for purposes of section 3729(b)(4) of title 31, United States Code. Stanislaus County and the City of Turlock will not operate any programs that violate any applicable Federal anti-discrimination laws, including Title VI of the Civil Rights Act of 1964. Stanislaus County and the City of Turlock shall not use grant funds to promote “gender ideology,” as defined in Executive Order (E.O.) 14168, Defending Women from Gender Ideology Extremism and Restoring Biological Truth to the Federal Government.
Actions planned to address obstacles to meeting underserved needs One of the ongoing challenges in meeting the needs of the community is the lack of sufficient funding for services provided by local governments, non-profit organizations, and other agencies. Service providers faced with this challenge are expected to provide more and more services with the same, if not smaller, budgets every year. The City of Turlock will continue to seek funding opportunities through different sources, encourage projects or programs that leverage funds, and ensure that projects and programs are operated as effectively and efficiently as possible.
The City of Turlock will continue being an involved stakeholder in the CoC and the formed Stanislaus Homeless Alliance (SHA). These organizations both function to bring stakeholders and residents together to identify needs, service gaps, and potential solutions and partnerships to address housing and homelessness needs within the region.
The Housing Authority supports low- and moderate-income families throughout the region, and also plays a key role in overcoming obstacles in meeting needs. Through working closely with the Housing Authority, the City of Turlock, will continue to support the Housing Authority in their efforts to first identify needs and further meet those needs.
Actions planned to foster and maintain affordable housing As stated throughout the Consolidated Plan and AAP, affordable housing is considered a high priority.
Affordable housing strategies include both development of new affordable housing units as well as the preservation/conservation of existing affordable housing units.
The City of Turlock relies on private non-profit organizations and for-profit developers to acquire, develop, or rehabilitate affordable units. The City of Turlock will continue to work closely with these entities to ensure that each year as many new affordable units are produced, or rehabilitated, as possible.
City of Turlock 2026-2027 Annual Action Plan 36
Actions planned to reduce lead-based paint hazards
The Housing Authority serves as the lead agency for the City of Turlock and Stanislaus Urban County in the identification, documentation, and prevention of lead poisoning. The Childhood Lead Poisoning Prevention Program of Stanislaus County, administered through the Housing Authority, becomes involved with childhood lead-based poisoning when notification of an elevated screening blood level is received either from the laboratory or physician. If the blood level is 10ug/dL (micrograms per deciliter), notification is made to the family. Once a child meets the case definition, an environmental investigation is performed by a Registered Environmental Health Specialist to determine, if possible, the source of lead exposure. The Housing Authority, in partnership with the Department of Environmental Resources, conducts the investigation of residences where children with elevated levels of lead reside.
Stanislaus Urban County and the City of Turlock partner with the Childhood Lead Poisoning Prevention Program to distribute information in the City and unincorporated areas of Stanislaus County and through members of the HOME Consortium. If the source of lead exposure is related to the residential physical environment (e.g., peeling paint that indicates the presence of lead), then the Housing Rehabilitation Program may participate in source eradication.
The Housing Authority actively addresses the issue of lead-based paint hazards by providing notices to landlords and tenants who participate in the Housing Choice Voucher Program, warning them of the hazards of lead-based paint. The City of Turlock and HOME Consortium Owner Occupied Housing Rehabilitation Loan Program and homebuyers who use HOME and CDBG fund are provided the notices by the member jurisdictions. Additionally, all units that are rehabilitated with CDBG and HOME funds are subject to lead-based paint compliance requirements.
Actions planned to reduce the number of poverty-level families The City of Turlock worksto reduce poverty through ensuring an adequate, affordable, quality housing supply, improving low- and moderate-income neighborhoods, strengthening the employment skills of the community and ensuring access to basic needs such as food and shelter. The City of Turlock is particularly focused on ensuring quality housing options to low- and moderate-income individuals through the rehabilitation of existing low- and moderate-income units.
The City of Turlock realizes that it cannot combat poverty alone, and it is a top priority of the City of Turlock to coordinate with other entities when possible. The City of Turlock is particularly committed to coordinating with Stanislaus County which manages many housing and social service programs. The City of Turlock also coordinates with other entities such as the CoC and various community-oriented nonprofit groups that have a stake in the community. It is a top goal of the City of Turlock to ensure that it accesses all available grant money to assist the community.
The CoC has developed into a more coordinated organization over the past five years, and the City of Turlock as well as the County will continue to leverage those partnerships and resources to address the issues of poverty.
City of Turlock 2026-2027 Annual Action Plan 37
The Stanislaus County Alliance WorkNet (Alliance), The Community Services Agency’s CalWorks Program, and the California Employment Development Department are all resources available to persons seeking employment.
In addition, the City of Turlock, through its economic development efforts,strivesto promote activitiesthat will ultimately have major impacts on the community, such as job creation that in turn will reduce poverty. The Alliance partners with Stanislaus County, Turlock and others in fulfilling the following objectives:
• Promotion of Stanislaus County and its nine incorporated cities as a desirable location for new and expanding businesses.
• To work with public agencies and local businesses to promote cooperation in the economic development process.
• To assist in business retention and expansion efforts by offering programs for technical and financial assistance.
In addition, the City of Turlock, through its economic development efforts, strives to promote activities that will ultimately have major impacts on the community, such as job creation that in turn will reduce poverty.
The Alliance maintains a small revolving loan fund for gap financing. Typically, the Alliance will provide up to half the business financing needs while a bank provides the other half. The Alliance revolving loans are for terms of up to seven years and are at competitive interest rates.
Actions planned to develop institutional structure
The City of Turlock relies on the nonprofit service sector to provide emergency shelter, transitional and special needs housing, and services to the homeless population. The City of Turlock will continue to support these organizations and their activities.
The Continuum of Care (CoC) continues to work to improve services provided, including data collection quality through the HMIS system, to ensure that participants receiving services do not experience any gaps as they strive to reach their goals of independence from the need of public services in the community. To the extent that a gap exists in the institutional structure, a strategy of the Action Plan is to take action to close that gap.
Actions planned to enhance coordination between public and private housing and social service agencies
The City of Turlock relies on private nonprofit organizations and for-profit developers to build and acquire, and develop, affordable units. The City will continue to work closely with these entities to ensure that each year as many new affordable units are produced, or are available, as possible.
The City of Turlock also relies on the nonprofit service sector to provide emergency shelter and transitional and special needs housing. The City will continue to support these organizations and their activities.
The City of Turlock also consults with other program providers, local, State, and Federal government entities, nonprofit and for- profit organizations and business, professional organizations, interest groups, and other
City of Turlock 2026-2027 Annual Action Plan 38
parties interested in the implementation of federal programs. Specifically, they are: the Housing Authority; HUD; BHRS; HCD; Stanislaus County Health Services Agency; Stanislaus County Community Services Agency; U.S. Department of Agriculture/Rural Development; U.S. Economic Development Administration; California Coalition for Affordable Housing; Habitat for Humanity; Stanislaus County Affordable Housing Corporation; California Rural Legal Assistance; and Self-Help Enterprises. This will assure that the activities outlined in the Annual Action Plan are given the fullest attention for design and implementation or construction.
The City of Turlock will maintain its membership and active involvement in the Continuum of Care (CoC) to continue outreach and information sharing with other Stanislaus County agencies serving similar clientele.
City of Turlock 2026-2027 Annual Action Plan 39
AP-90 PROGRAM SPECIFIC REQUIREMENTS
Introduction
There are three specific goals of the CDBG program:
1. Provide decent housing.
2. Provide a suitable living environment.
3. Expand economic opportunities.
Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(l)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out.
1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed
2. The amount of proceedsfrom section 108 loan guaranteesthat will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan.
$ 0
3. The amount of surplus funds from urban renewal settlements $ 0
4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan $ 0
5. The amount of income from float-funded activities $ 0 Total Program Income: $0
Other CDBG Requirements
1. The amount of urgent need activities 0
2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low and moderate income. Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and
moderate income. Specify the years covered that include this Annual Action Plan. 80%
HOME Investment Partnerships Program (HOME)
Reference 24 CFR 91.220(l)(2)
1. A description of other forms of investment being used beyond those identified in Section
92.205 is as follows:
The City will permit HOME funds to be invested as loans, grants, deferred payment loans, and other
City of Turlock 2026-2027 Annual Action Plan 40
types of investment as permitted by the regulations described in 92.205(b). Other forms of investment will not be permitted without the prior approval of HUD.
2. A description of the guidelines that will be used for resale or recapture of HOME funds when used for homebuyer activities as required in 92.254, is as follows:
The HOME statute states that resale provisions must limit subsequent purchase of the property to income-eligible families, provide the owner with a fair return on investment, including any improvements, and ensure that the housing will remain affordable to a reasonable range of lowincome homebuyers. The HOME statue also specifies that recapture provisions must recapture the HOME investment from available net proceeds in order to assist other HOME-eligible families. Under the recapture provision, the property may be sold without income-edibility restrictions.
In cases where the net proceeds available at the time of sale are insufficient to recapture the entire direct HOME subsidy provided to the homebuyer, the City, on behalf of prior HOME consortium funding, is notrequired to repay the difference between the total directHOME subsidy and the amount recaptured from available net proceeds. The net proceeds are the sales price minus loan repayment (other than HOME funds) and closing costs. In applying the option of the recapture provision, the following formulas will be used:
HOME investment / (HOME investment + Homeowner investment) X Net proceeds = HOME amount to be repaid
Homeowner investment / (HOME investment + Homeowner investment) X Net proceeds = Amount to Homeowner
City of Turlock 2026-2027 Annual Action Plan 41
Affordable Homeownership Limits
HUD provides that the HOME affordable homeownership limits (initial purchase price or afterrehabilitation value) of homeownership units assisted with HOME funds not to exceed 95 percent of the area median purchase price for single family housing. Under the Code of Federal Regulations at title 24, part 92, section 254, paragraph (a)(2)(iii), HUD allows jurisdictions to prepare a market analysis to determine this limit following HUD guidance. The 95 percent of median area purchase price must be established in accordance with a market analysis that ensures that a sufficient number of recent housing sales are included in the survey. Sales must cover the requisite number of months based on volume. The address of the listed properties must include the location within the consortia's jurisdiction. The housing sales data must reflect all, or nearly all, of the one-family house sales in the entire consortia jurisdiction. After identifying the median sales price per HUD's guidance, the amount should be multiplied by 0.95 to determine the 95 percent of the median area purchase price. Final limits are rounded to the nearest thousand. The City, on behalf of the Stanislaus HOME Consortium, will use the highest limit as determined by HUD or the HUD approved market analysis for prior HOME Consortium funding that is being carried over to the City of Turlock.
3. A description of the guidelines for resale or recapture that ensures the affordability of units acquired with HOME funds. See 24 CFR 92.254(a)(4) are as follows:
In the case of affordability, the City, on behalf of the HOME Consortium, will recapture the entire amount of the direct HOME subsidies. The recaptured amount will be limited to the net proceeds available from the sale. While the home may be sold without restriction on the new buyers’ income, the recaptured funds will be used to assist other income eligible homebuyers.
Recapture provision will be ensured through the use ofreal estate lien notes and/orrestrictive covenants outlining the Stanislaus HOME Consortium’s recapture provisions. Homeownership projects undertaken using the resale provision shall use deed restrictions, covenants running with the land, or othersimilar mechanisms per 92.254(a)(5)(i)(A) to ensure the resale requirements are met. The period of affordability specified in the mortgage will be the minimum period for the recapture scenario as specified above. The period of affordability will be based on the total amount of direct HOME funds invested in the housing project.
4. Plans for using HOME funds to refinance existing debt secured by multifamily housing that is rehabilitated with HOME funds along with a description of the refinancing guidelines required that will be used under 24 CFR 92.206(b), are as follows:
The City does not intend to refinance any kind of existing debt with HOME funds.
City Council Staff Report
April 14, 2026
From: Anthony Sims, Economic Development Director
Prepared by: Anthony Sims, Economic Development Director Agendized by: Gary Hampton, Interim City Manager
1. ACTION RECOMMENDED:
Motion: Provide direction on remaining $150,000 in American Rescue Plan Act (ARPA) funds for business development programs.
2. NARRATIVE:
At the December 14, 2021, City Council meeting, Turlock City Council authorized a Service Agreement between the City of Turlock and Downtown Modesto Partnership for the Relief Across Downtown (RAD) Card matching program, setting aside $1,000,000 in American Rescue Plan Act (ARPA) funds for business development programs intended to support Turlock businesses.
Below is a summary of previous City of Turlock ARPA-funded business development programs.
Relief Across Downtown (RAD Card) Program:
The City utilized $575,000 of the $1,000,000 towards the RAD Card digital gift card and consumer shopping program, which allowed Turlock residents to purchase digital funds to spend at participating local businesses. The program operated as a consumer matching program, where the City matched consumer purchases dollar-for-dollar (e.g., a $100 consumer purchase was matched with an additional $100 through the program).
Consumers were able to utilize these funds at participating Turlock businesses. The City ceased participation in the program due to administrative inefficiencies and ongoing technical challenges associated with the program platform. The RAD Card program was administered by a third-party team responsible for program operations. As a result, the program did not achieve the level of success originally anticipated.
City of Turlock Business Development and Assistance Program:
The City allocated $425,000 toward this program, including $100,000 for a consultant to administer the program and $325,000 in grant funding for eligible businesses. Participating businesses were eligible to receive up to $3,500 to support social media and Google advertising campaigns aimed at increasing consumer traffic and sales for Turlock businesses.
The program received 72 grant applications, of which 23 businesses successfully completed the program and received the full grant amount of $3,500. The remaining participating businesses experienced technical challenges related to setting up advertising accounts or accessing their existing social media and Google Ads accounts, which contributed to a low completion rate and reduced the program's overall success.
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At the conclusion of the program, approximately $150,000 remained in business development funds.
Council direction is requested regarding how the remaining $150,000 in ARPA funds should be allocated for business support programs. These programs are intended to support business retention, increase consumer activity, and contribute to long-term sales tax growth.
Staff has provided potential options for Council consideration below.
Proposed Programs
1. Discover Turlock for the Holidays 2026 Campaign
Funding Amount: $25,000
Campaign Period: September 1, 2026 – December 31, 2026
Summary:
A geo-fencing marketing campaign designed to promote shopping in Turlock, highlight community events, and increase visitor traffic to local businesses during the holiday season.
The City of Turlock's Discover Turlock for the Holidays 2025 Campaign is considered a successful business development and marketing initiative. Strategic geo-fencing campaigns are effective tools to increase consumer awareness, drive visitation, and support local business activity, particularly during the critical fourth quarter retail season. From October 14, 2025 through December 31, 2025, the City implemented a targeted digital marketing campaign through Propellant Media, funded through the Economic Development Contract Services Account. The campaign focused on promoting local shopping, dining, and community events throughout Turlock.
The campaign generated strong performance metrics, including:
• 866,000+ total ad impressions
• 614,635 static image ads reaching local and regional consumers • 251,919 video ads served
• 186,283 completed video views, resulting in 74% video completion rate In addition to strong digital engagement, the campaign successfully promoted key community events and commercial areas, including the Holiday Market, Turkey Trot, Festival of Lights, Christmas Parade, Downtown Turlock shopping, Monte Vista Crossings shopping, and Geer Road corridor shopping. These efforts supported increased visibility of local businesses and contributed to heightened community participation during the holiday season. While direct attribution to sales tax or individual business revenue is limited in reporting, the campaign demonstrates strong reach, engagement, and alignment with the City's economic development goals of supporting local businesses and increasing consumer visitation.
Based on the success and performance metrics of the 2025 campaign, continuation of the Discover Turlock for the Holidays campaign in 2026 is expected to further enhance local economic activity and community engagement.
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If the Discover Turlock for the Holidays 2026 Campaign is approved as a viable use of funds, approximately $125,000 in ARPA funds would remain.
Staff has identified additional business development programs for Council consideration below. Recognizing that small businesses have varying needs, staff proposes a menu-based or “choose-your-own-program” approach, allowing qualifying businesses to participate in the program that best supports their operations.
A qualifying business would be allowed to participate in only one (1) program, not multiple programs.
2. Business Education Program
Summary:
This program is designed to further educate existing Turlock businesses in key operational areas, including:
• E-Commerce
• Marketing
• Artificial Intelligence (AI) business solutions
• Social media marketing
• Business website development and optimization
• Accounting and financial management
Participating businesses must attend three (3) City of Turlock Economic Development workshops. The City’s Economic Development team would coordinate both daytime and evening workshops between April 1, 2026 and December 1, 2026. Each workshop would feature subject-matter experts and guest speakers for each topic area.
Grant Amount:
Up to $2,500 per participating business (program available until funds are exhausted).
If approved, staff would develop an enrollment application for interested businesses to fill out.
The City of Turlock's business education efforts have been a valuable component of the City's economic development activities. The City hosts more than 10 business workshops annually, covering a range of topics designed to support entrepreneurs, startups, and existing businesses. Participation levels have remained steady, ranging from 14 to 25 attendees each session, with some sessions having 25+ attendees. Business education remains a critical need, particularly as technology, consumer behavior, and digital tools continue to evolve. Topics such as business planning, accounting, e-commerce, digital marketing, and artificial intelligence are increasingly important for businesses seeking to remain competitive. Feedback from workshop participants has indicated that access to subject-matter experts, practical tools, and direct guidance is highly valued and often leads to improved business planning, marketing strategies, and operational efficiencies.
These workshops have also served as an effective pipeline for other City programs, including
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the Turlock Partnership Incentive Program and one-on-one business assistance services.
By equipping businesses with foundational knowledge and current strategies and resources, the City is helping to strengthen long-term business sustainability and growth. Continued investment in business education is expected to improve business success rates, and enhance overall economic resilience in Turlock.
3. Small Business Safety & Lighting Reimbursement Grant Program Summary:
The City of Turlock Small Business Safety & Lighting Reimbursement Grant Program provides financial assistance to eligible locally owned businesses to install shatterproof glass, safety glass, and/or LED lighting improvements. The program is intended to increase public safety, deter crime, and enhance lighting conditions for customers, employees, and surrounding neighborhoods.
Maximum Reimbursement Per Business:
Up to $2,500 per participating business (program available until funds are exhausted).
Reimbursement Structure:
Pay-first, reimburse-after (proof of expenditure required) Eligible Improvements
Security Glazing Improvements:
• Shatterproof glass installation
• Safety glass installation
• Security window and door glazing upgrades
Lighting Improvements (must be storefront or window-focused):
• LED lighting upgrades for storefront façades or within front-facing windows • Exterior LED lighting illuminating storefront entrances or display windows • Interior LED lighting installed within front-facing display window areas • LED storefront signs (including illuminated channel letters or panel signs visible from the public right-of-way)
Note:
Eligible LED lighting improvements must be visibly associated with the business storefront or installed within the front-facing window area. General interior lighting upgrades that are not visible from the public right-of-way are not eligible.
If approved, staff would develop an enrollment application for interested businesses to fill out.
The City of Turlock has not previously implemented a formal Small Business Safety & Lighting Reimbursement Grant Program; however, similar public safety and facade improvement efforts in other jurisdictions have improved visibility and enhanced overall business corridor aesthetics. Programs of this nature are typically considered successful when they:
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• Improve storefront visibility and enhance customer experience • Deter criminal activity through increased lighting and security enhancements • Encourage reinvestment in existing commercial corridors • Provide direct, tangible benefits to small businesses with relatively low administrative burden
Success will be measured by participation levels, geographic distribution of improvements, and qualitative feedback from participating businesses.
Eligibility Requirements (Applies to All Programs)
Businesses must:
• Be a non-franchise, non-corporate, locally owned business for profit (non-profits not eligible)
• Operate a commercial brick-and-mortar location within Turlock city limits • Hold a valid City of Turlock business license and be in good standing • Complete improvements after program approval (unless otherwise authorized) • Submit required documentation for reimbursement (paid invoice or receipt) • Submit a completed application for the program in which the business is seeking to participate
Economic Development Department will be the program administrator for programs listed above.
Additional Options for Council Consideration
Council may also consider alternative uses for the remaining $150,000 in ARPA funds, including:
• City beautification projects, such as enhancements to downtown marquee signs, installation of a “Welcome to Turlock” sign, removable bollards for community events, etc. • Allocation of funds toward a different City project that could be completed within the current fiscal year.
Staff is requesting Council direction regarding the preferred use and allocation of the remaining ARPA funds.
3. FISCAL IMPACT / BUDGET AMENDMENT:
Funds have previously been allocated toward Business Development Programs. If Council elects to allocate funds for non-business development purposes, the corresponding amount would be transferred from the Business Development Program account to the appropriate account.
4. ENVIRONMENTAL DETERMINATION:
This action is not subject to the provisions of the California Environmental Quality Act (CEQA) in accordance with Section 15378(b)(5) of the CEQA guidelines. This action consists
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of “organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment” and therefore is not considered a project.
5. ALTERNATIVES:
A. City Council may choose to approve the $25,000 on Discover Turlock for the Holidays 2026 Campaign, as well as the $125,000 towards the business development “choose your own program” program.
B. City Council may choose not to approve the $25,000 Discover Turlock for the Holidays 2026 Campaign, and utilize all $150,000 towards the business development “choose your own program” program.
C. City Council may choose to direct the $150,000 towards a different city project.
D. City Council may choose to direct the $150,000 towards beautification projects around the City (ex: Marquee Turlock Signs, Welcome to Turlock Signs, removable bollards for community events, etc.)
6. ATTACHMENTS:
None
City Council Staff Report
April 14, 2026
From: George Petrulakis, City Attorney
Paul Loehr, Risk Management Director
Prepared by: George Petrulakis, City Attorney
Agendized by: Gary Hampton, Interim City Manager
1. ACTION RECOMMENDED:
Resolution: Declaring the City Council’s Intention to Consider Adoption of a Reasonable Accommodation Ordinance After Review and Recommendation by the Planning Commission (Petrulakis)
2. NARRATIVE:
The federal Fair Housing Amendments Act, California’s Fair Employment and Housing Act, and similar laws (“fair housing laws”) prohibit local governments from impeding housing opportunities for people with disabilities through discriminatory land use and zoning decisions. These fair housing laws also create an affirmative duty to “make reasonable accommodations in rules, policies, practices, or services when accommodation may be necessary to afford such person[s] equal opportunity to use and enjoy a dwelling.” On March 20, 2026, the City of Turlock successfully completed mediation under the auspices of the State of California Civil Rights Department (formerly known as the California Department of Fair Employment and Housing) resolving a reasonable accommodation complaint filed by a Turlock resident with that agency. The settlement agreement resulting from the mediation included a provision that City staff would draft a Reasonable Accommodation Ordinance and recommend its adoption to the City Council. The draft ordinance would create and standardize the process for Reasonable Accommodation requests, related to zoning and land use, for future matters.
Adoption of such an ordinance is warranted due to the inadequacies of the current Turlock Municipal Code (TMC) provisions. While the City’s current Zoning Ordinance does include brief provisions addressing Reasonable Accommodation requests, the sections are inadequate due to their brevity and lack of an established and consistent process to consider such requests. The proposed draft ordinance better reflects the City’s desired policy surrounding these requests and creates proper, documented processes for consideration of requests for Reasonable Accommodation. In addition, ultimate adoption of the proposed ordinance would improve the City’s ability to address proper requests for reasonable accommodation.
Pursuant to TMC Section 9-5-112, amendments to Title 9 such as the proposed Reasonable Accommodation Ordinance must first be reviewed by the Planning Commission so that the Commission may make a recommendation to the City Council prior to any City Council action. Such Commission review may be initiated by three (3) different approaches listed in TMC Section 9-5-112. Under subsection (a), the City Council may initiate such Commission review by adopting a Resolution of Intention directing this review. The attached Resolution of Intention initiates the amendment process for the draft Reasonable Accommodation
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Ordinance utilizing this approach.
Please note that the City Council is not voting whether or not to adopt the proposed ordinance. Passage of the Resolution of Intention would initiate the process and the proposed ordinance would return to the City Council in the future with the required recommendation from the Planning Commission.
3. FISCAL IMPACT / BUDGET AMENDMENT:
This item has no significant fiscal impact.
4. ENVIRONMENTAL DETERMINATION:
This action is not subject to the provisions of the California Environmental Quality Act (CEQA) in accordance with Section 15378(b)(5) of the CEQA guidelines. This action consists of “organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment” and therefore is not considered a project.
5. ALTERNATIVES:
6. ATTACHMENTS:
1. Reasonable Accommodation Resolution of Intent
BEFORE THE CITY COUNCIL OF THE CITY OF TURLOCK
WHEREAS, the federal Fair Housing Act (42 U.S.C. § 3601 et seq.) and the California Fair Employment and Housing Act (Government Code § 12900 et seq.) prohibit discrimination in housing on the basis of disability and require that reasonable accommodations be provided when necessary to afford persons with disabilities equal opportunity to use and enjoy a dwelling; and WHEREAS, state and federal fair housing laws require local governments to eliminate regulatory barriers and provide flexibility in the application of land use, zoning, and building regulations, policies, and procedures to ensure equal access to housing opportunities for persons with disabilities; and
WHEREAS, The City Council believes that the current references to requests for Reasonable Accommodations in the Turlock Municipal Code are inadequate as they do not provide a process to grant reasonable accommodations; and
WHEREAS, on March 20, 2026, the City of Turlock successfully completed mediation with the California Department of Fair Employment and Housing on behalf of a City resident regarding a request for a Reasonable Accommodation for affected members of the resident’s family; and WHEREAS, the City agreed to bring a Reasonable Accommodation Ordinance before the City Council for consideration; and
WHEREAS, the City Council may adopt a Resolution of Intention that will initiate the process pursuant to Turlock Municipal Code Section 9-5-113(a) to consider amending Title 9 (Zoning Ordinance) through adoption of a Reasonable Accommodation Ordinance; and WHEREAS, the proposed Reasonable Accommodation Ordinance must first be presented to the Planning Commission so that the Commission may make a recommendation to the City Council prior to City Council action, pursuant to Turlock Municipal Code Section 9-5-112.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TURLOCK, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:
1. The City Council of the City of Turlock declares its intention to consider adoption of a Reasonable Accommodation Ordinance after the Planning Commission provides its recommendations to the Council.
}
}
}
}
}
}
}
IN THE MATTER OF DECLARING THE RESOLUTION NO. 2026-XXX
CITY COUNCIL’S INTENTION TO
CONSIDER ADOPTION OF A
REASONABLE ACCOMMODATION
ORDINANCE AFTER REVIEW AND
RECOMMENDATION BY THE PLANNING
COMMISSION
Resolution No. 2026-XX
2. While the current Zoning Ordinance does include provisions for Reasonable Accommodations for residents, the sections are found inadequate and the City Council wishes to consider an update the Turlock Municipal Code that better reflects the City’s policies and creates proper processes for consideration of requests for Reasonable Accommodations.
3. The proposed Reasonable Accommodation Ordinance that will be presented to the Planning Commission is attached as Exhibit A.
4. Pursuant to Turlock Municipal Code Section 9-5-115, and by passage of this Resolution of Intention, the Planning Commission is directed to consider the draft Reasonable Accommodation Ordinance and provide its input and recommendation to the City Council.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of Turlock this ___ day of ____, 2026, by the following vote:
AYES: ( )
NOES: ( )
NOT PARTICIPATING: ( )
ABSENT: ( )
ATTEST:
___________________________
Nichole FIez, City Clerk,
City of Turlock, County of Stanislaus,
State of California