Turlock City Council
April 14, 2026

City Council Meeting
Agenda
April 14, 2026
6:00 PM
City of Turlock Yosemite Room
156 S. Broadway, Turlock, California
Mayor
Amy Bublak
Council Members
Kevin Bixel
Cassandra Abram
Erika Phillips
Rebecka Monez
(Vice Mayor)
Interim City Manager
Gary Hampton
City Clerk
Nichole Fiez
City Attorney
George A. Petrulakis
SPEAKER CARDS: To accommodate those wishing to address the Council and allow for staff followup, speaker cards are available for any agendized topic or any other topic delivered under Public Comment. Please fill out and provide the Comment Card to the City Clerk or Police Officer.

NOTICE REGARDING NON-ENGLISH SPEAKERS: The Turlock City Council meetings are conducted in English and translation to other languages is not provided. Please make arrangements for an interpreter if necessary.

EQUAL ACCESS POLICY: If you have a disability which affects your access to public facilities or services, please contact the City Clerk’s Office at (209) 668-5540. The City is committed to taking all reasonable measures to provide access to its facilities and services. Please allow sufficient time for the City to process and respond to your request.

NOTICE: Pursuant to California Government Code Section 54954.3, any member of the public may directly address the City Council on any item appearing on the agenda, including Consent Calendar and Public Hearing items, before or during the City Council’s consideration of the item. Members of the public will be allowed three (3) minutes for comments.

AGENDA PACKETS: Prior to the City Council meeting, a complete Agenda Packet is available for review on the City’s website at www.cityofturlock.org and in the City Clerk’s Office at 156 S. Broadway, Suite 230, Turlock, during normal business hours. Materials related to an item on this Agenda submitted to the Council after distribution of the Agenda Packet are also available for public inspection in the City Clerk’s Office. Such documents may be available on the City’s website subject to staff’s ability to post the documents before the meeting.

1. CALL TO ORDER

2. SALUTE TO THE FLAG

3. ROLL CALL AND DECLARATION OF CONFLICTS

4. APPROVAL OF AGENDA AS POSTED OR AMENDED
This is the time for the City Council to remove items from the agenda or to change the order of the agenda. Matters may be taken up out of order of the established agenda by a four-fifths vote of the City Council.

CITY OF TURLOCK

CITY COUNCIL

REGULAR MEETING AGENDA
Tuesday, April 14, 2026
Next City Council Resolution: 2026-032 Next Ordinance: 1344-CS

5. PROCLAMATIONS, RECOGNITIONS, APPOINTMENTS, ANNOUNCEMENTS,

PRESENTATIONS, AND BRIEFINGS
A. Turlock Police Department Animal Services - Adoptable Pets B. Proclamation: Animal Care and Control Appreciation Week (Police) C. Presentation: Turlock Partnership Incentive Program Check Presentation: Kabob Place (Economic Development)
D. Proclamation: National Volunteer Recognition Week: April 19-25, 2026 (Human Relations) E. Proclamation: National Public Safety Telecommunicators Week (Police) F. Proclamation: Arbor Day (Recreation)
G. Proclamation: Honoring City Attorney George A. Petrulakis for Outstanding Service to the City (Mayor)

6. PUBLIC PARTICIPATION
Pursuant to California Government Code Section 54954.3(a), this portion of the meeting is set aside for members of the public to address the City Council on matters that are not listed on tonight’s agenda but are within the subject matter jurisdiction of the City Council. Speakers will be allowed up to three (3) minutes for their comments. Speakers who wish to address a matter listed later on the agenda may be asked to wait until that item is heard. Comments on matters outside the Council’s subject matter jurisdiction may be ruled out of order by the presiding officer and not permitted to continue. Pursuant to Government Code Section 54954.2(a)(3), the City Council may not take action or engage in substantive discussion on items not listed on the posted agenda.

However, the Council or staff may briefly respond to public comments, refer matters to staff, or request that a topic be placed on a future agenda.

7. CITY MANAGER REPORTS/UPDATES
City Manager reports/updates are provided for informational purposes only and no action or discussion may be undertaken. The City Manager may direct department heads to provide reports/updates at the City Manager’s request.

A. Monthly Department Reports

8. CONSENT CALENDAR
All matters listed under the Consent Calendar are considered routine and will be enacted by one motion with no separate discussion. Any item may be removed from the Consent Calendar and considered separately at the request of the Mayor or any Councilmember. Prior to Council action, members of the public may address the Council on the Consent Calendar. If during their Consent Calendar comments, a member of the public requests removal of an item for separate consideration, the Mayor or a Councilmember may do so. Public comment on the Consent Calendar is limited to one (1) minute per speaker, regardless of the number of items addressed by the speaker.

A. Accepting the Weekly demands of March 6, 2026 through March 12, 2026 in the amount of

CITY OF TURLOCK

CITY COUNCIL

REGULAR MEETING AGENDA
Tuesday, April 14, 2026
Next City Council Resolution: 2026-032 Next Ordinance: 1344-CS $1,117.838.76, March 13, 2026 through March 19, 2026 in the amount of $4,253,642.28, March 20, 2026 through March 26, 2026 in the amount of $1,718,644.69, March 27,2026 through April 2, 2026 in the amount of $4,613,527.60 and AP EFT January 1, 2026 through January 31, 2026 in the amount of $167,710.49.

B. Accepting the Minutes of the March 24, 2026 City Council Meeting C. Authorizing the Placement of Insurance Carrier Policies and Third-Party Administrative Agreements between the City of Turlock and Related Benefit Partners for Employee Healthcare, Covering the Period of July 1, 2026 through June 30, 2027 (Human Relations) D. Declaring the Intention to Order Annexation No. 41 for the property located at 1143 9th Street, (Stanislaus County Assessor’s Parcel 043-011-016), to existing Community Facilities District No. 2 (Services Mitigation) (Development Services)
E. Accepting improvements for City Project No. 24-010 "Fire Station No. 31 SCBA Compressor" and authorizing the City Engineer to file a Notice of Completion (Engineering) F. Rescinding Resolution No. 2025-083 and Adopting a New Resolution Designating the Authorized Signatures for the City of Turlock Bank Accounts with WestAmerica Bank (Finance)
G. Approving Amendment No. 4 to an Agreement between the City of Turlock and ABS Direct, Inc. for Laser Printer and Mailing Services of Utility Billing, Utility Delinquent Notices, and Business License Renewals, to Change the Current Total Compensation Amount from $880,000 to $1,013,200 for the Duration of the Contract (Finance) H. Adopting the HOME Investment Partnerships American Rescue Plan (HOME-ARP) Program Policies and Procedures Manual for the Housing Division (Housing) I. Awarding Bid and Approving an Agreement with Ace-High Engineering for City Project No. 25- 063 "Geer Road Water Valves Replacement" in the Amount of $295,746.00 (Engineering) J. Approving Amendment No. 6 to City Contract No. 2023-110 with Provost & Pritchard Consulting Group for Engineering Design Services for the Roads Program in the amount of $823,532.14 (Roads Program)
K. Approving Amendments to City Contract No. 2023-111 with Siegfried Engineering, Inc. for Engineering Design Services for the Roads Program for City Project Nos. 26-017 and 26-018 (Roads Program)

9. FINAL READINGS

10. PUBLIC HEARINGS
A. Approving and Authorizing the Submission of the Fiscal Year 2026-2027 Annual Action Plan to HUD (Housing)

11. ACTION ITEMS
A. Direction on Remaining ARPA Funds for Business Development (Economic Development)

CITY OF TURLOCK

CITY COUNCIL

REGULAR MEETING AGENDA
Tuesday, April 14, 2026
Next City Council Resolution: 2026-032 Next Ordinance: 1344-CS B. Adopting a Resolution Declaring the City Council’s Intention to Consider Adoption of a Reasonable Accommodation Ordinance After Review and Recommendation by the Planning Commission (City Attorney)

12. COUNCILMEMBER COMMENTS, ANNOUNCEMENTS AND FUTURE ITEMS

13. CLOSED SESSION
A. Conference with Labor Negotiators, Cal. Gov’t Code §54957.6(a) “Notwithstanding any other provision of law, a legislative body of a local agency may hold closed sessions with the local agency's designated representatives regarding the salaries, salary schedules, or compensation paid in the form of fringe benefits of its represented and unrepresented employees, and, for represented employees, any other matter within the statutorily provided scope of representation.”
Agency Designated Representative: Interim City Manager, Gary Hampton Employee Organization: Turlock Management Association-Public Safety B. Conference with Legal Counsel – Anticipated Litigation, Cal. Gov’t Code §54956.9(d)(2)“For the purposes of this section, litigation shall be considered pending when any of the following circumstances exist... A point has been reached where, in the opinion of the legislative body of the local agency on the advice of its legal counsel, based on existing facts and circumstances, there is a significant exposure to litigation against the local agency.” Potential Case(s): One (1)

14. REPORTS FROM CLOSED SESSION

15. ADJOURNMENT

Agenda Item 5A
Presentation
Turlock Police Department Animal Services
Adoptable Pets

TURLOC -INC.1908-

IN HONOR OF

ANIMAL CARE AND CONTROL APPRECIATION WEEK
APRIL 12 - 18, 2026
WHEREAS, the National Animal Care and Control Association has designated the second full week of April each year as "Animal Care and Control Appreciation Week"; and WHEREAS, the various federal, state, and local government officials throughout the Country take this time to recognize, thank, and commend all Animal Services Officers for the dedicated service they provide to citizens, various Public Safety and Public Service Agencies, and Departments throughout the country;and
WHEREAS, the Turlock City Council would like to express its sincere thanks and appreciation for the outstanding service Turlock Animal Services provides on a daily basis to the residents of the City; and
WHEREAS, the Turlock City Council recognizes Animal Services Officers for the many dedicated and long hours of service they perform in serving this community and for fulfilling the Turlock Animal Services commitment to providing the highest and most efficient level of customer service; and
WHEREAS, the Turlock City Council wishes to commend each and every Animal Services Officer for their excellence in service, which is in keeping with the long and distinguished tradition of the Animal Care and Control profession.

NOW, THEREFORE, I, AMY BOBLAK, by virtue of the authority vested in me as Mayor of the City of Turlock, and on behalf of the entire City Council and all our residents, do hereby proclaim April 12 - 18, 2026 as "ANIMAL CARE AND CONTROL APPRECIATION WEEK'' in the City of Turlock and encourage all residents in the City of Turlock to show and express appreciation for these outstanding individuals.

IN WITNESS WHEREOF, I, AMY
BOBLAK, Mayor of Turlock, have hereunto
set my hand and caused the Seal of the City of
Turlock to be affixed this 14th day of April
2026. -A

AMY BUBLAK, MAYOR
City of Turlock, County of Stanislaus,
State of California

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IN HONOR OF

NATIONAL PUBLIC SAFETY TELECOMMUNICATORS WEEK
APRIL 12 - 18, 2026
WHEREAS, emergencies can occur at any time that require police, fire, or emergency medical services; and
WHEREAS, each day over one-half million Public Safety Telecommunicators answer desperate calls for help, responding with services that save the lives and property of American citizens in need of assistance; and
WHEREAS, Public Safety Telecommunicators are the first and most critical contact our residents have with emergency services; and
WHEREAS, the residents of Turlock rely on their knowledge and professionalism as they make critical decisions, obtain information, and quickly dispatch needed aid; and WHEREAS, the safety of our police officers and firefighters is dependent upon the quality and accuracy of information obtained from residents who telephone the City of Turlock Public Safety Communications Center; and
WHEREAS, each Public Safety Telecommunicator has exhibited compassion, understanding, and professionalism during the performance of their job in the past year; and WHEREAS, our Public Safety Telecommunicators serve our residents daily in countless ways and deserve our heartfelt appreciation.

NOW, THEREFORE, I, AMY BUBLAK, by virtue of the authority vested in me as Mayor of the City of Turlock, and on behalf of the entire City Council and all our citizens, do hereby proclaim April 12 -18, 2026 as "NATIONAL PUBLIC SAFETYTELECOMMUNICATORS WEEK" in the City of Turlock and encourage all residents of the City of Turlock to show and express appreciation for these outstanding individuals.

IN WITNESS WHEREOF, I, AMY
BUBLAK, Mayor of Turlock, have hereunto
set my hand and caused the Seal of the City of
Turlock to be a�ed this 14th day of April
2026.-A

AMY BUBLAK, MAYOR
City of Turlock, County of Stanislaus,
State of California

TOTAL CALL
VOLUME:
689
CITY MANAGER’S MONTHLY UPDATE

TURLOCK FIRE DEPARTMENT
March 2026

O P E R A T I O N S

D I V I S I O N
Total
Public Service:
82 Total EMS:
468
Total Fire (NFIRS
Series 100):
25 March 2025 vs
March 2026
March 2025 vs
March 2026
Interim Fire Chief, Shanon Evans

C A L L S B Y

D I S T R I C T

Type of Inspection Total
Occupancy 7
Re-inspections 7
Hydrant Flows 2
Final Fire Alarm/Final Sprinkler 4
Building Finals 5
Food Vendors 1
School Inspections, Care
Facilities and STD850 3
All other Inspections 15
Green Sheet Plan Reviews 9
Pre-Developments 6

F I R E

P R E V E N T I O N

D I V I S I O N

Human Relations
Department

Career Opportunities
*As of 04/02/2026

Human Relations
Department
Staffing Data

Full-Time New Hires
Full-Time
Employees
413
Part-Time
Employees
206
619
Total
Employees
*As of 04/02/2026
Promotion - Fire
Operations Suport Analyst
Fields Services
Technician
Maintenance Worker I
Fields Services
Technician
Water Treatment
Plant Operator II
Police Officer Trainee
Emergency Services
Dispatcher Trainee
Promotion - Principal
Human Relations Analyst
City Attorney

Human Relations
Department
Upcoming Events
The following trainings are scheduled for City staff:

Training Date
Hearing Conservation Program
April 7, 2026
Heat Illness Prevention
April 21, 2026
Ladder Safety May 5, 2026
Personal Protective Equipment & Tool
Safety
May 19, 2026
Slip, Trip & Fall Prevention June 2, 2026
Traffic Control & Flagger June 16, 2026
HR 101 June 24, 2026
Trenching & Excavation July 7, 2026

Pitman High School Local
and Regional Business
Career Pathway Day
Monday, April 27, 2026

Human Relations
Department

High Five Committee
This month, the High Five
Committee would like to
formally recognize and extend
its sincere appreciation to the
Finance Department for their
outstanding contributions.

We are especially grateful for
their professionalism, attention
to detail, and consistent
support across all
departments. Through the
dedicated work of our
Accounting, Utility Billing, and
Purchasing teams, they ensure
that resources are managed
with accuracy, transparency,
and care. The Finance
department’s tireless efforts
helps support not only other
city staff, but also serves the
City of Turlock residents.

Thank you to the entire Finance
team for your hard work,
dedication, and continued
excellence. Your contributions
are truly valued and do not go
unnoticed.

ECONOMIC

DEVELOPMENT
MonthlyReport- March2026

City of Turlock – Economic Development Department
Executive Summary – March 2026 Monthly Report
Key Highlights
2 Sustained Development Momentum: Multiple commercial and industrial projects are advancing, including continued discussions with national retailers, expansion of existing businesses, and new tenant commitments across key corridors.

Economic Development Strategic Plan Adopted: The City Council formally adopted the 2026 Economic Development Strategic Plan, establishing a clear, data-driven roadmap for future growth and investment.

Turlock Development Incentive Program Approved: City Council approved the Turlock Development Incentive Program, providing a 25% reduction in Capital Facilities Fees (CFF) to help spur new development, assist business attraction, and support business expansion.

Strong Business Retention Engagement: Business Retention & Expansion (BRE) efforts continue to gain momentum, strengthening relationships between the City and local employers while providing direct insight into business needs and opportunities.

The Turlock Business Conference has generated significant interest, reflecting continued demand for economic insight, networking, and business resources.

Job Market Trends Monitored: Recent labor market data reflects continued job growth alongside signs of moderating hiring activity and declining labor force participation, highlighting a stable yet evolving employment landscape.

Summary:

Economic Development activity for March 2026 reflects continued momentum across business attraction, retention, and strategic planning efforts. Business Retention & Expansion (BRE) activity continues to grow, fostering stronger relationships between the City and local employers while providing valuable, real-time insight into business needs, challenges, and expansion opportunities.

Several key development projects are advancing alongside new tenant activity, demonstrating ongoing private sector confidence in Turlock’s market. The adoption of the 2026 Economic Development Strategic Plan, along with the approval of the Turlock Development Incentive Program, marks significant progress in establishing a clear framework and tools to support future growth and investment.

Overall, the City is strengthening its economic foundation through proactive engagement, strategic planning, and targeted programs that support business growth and long-term economic vitality.

30,000

TURLOCK LABOR FORCE
8,000 - 10,000

CSU STANISLAUS AVERAGE ANNUAL ENROLLMENT
73,100 640,000
TURLOCK POPULATION 20 - MILE POPULATION RADIUS

TURLOCK BY

THE NUMBERS
3 MonthlyReport-March2026
DataSources:ESRI,Placer.AI,CSUStanislaus
WORKER INFLOW / OUTFLOW - CITY OF TURLOCK:
*For more information on Turlock’s economic profile visit:
https://www.cityofturlock.org/doingbusinessinturlock/turlockeconomicprofile/ and
https://www.cityofturlock.org/doingbusinessinturlock/

https://www.cityofturlock.org/doingbusinessinturlock/businessresources/supportservices.asp Business Retention and Expansion (BRE) plays a vital role in economic development by prioritizing the needs of existing businesses within the City. These businesses serve as the backbone of the local economy, driving job creation and economic resilience.

Through proactive engagement and support, BRE initiatives help businesses address challenges, capitalize on growth opportunities, and remain competitive, ultimately reinforcing the City’s economic stability and reducing the likelihood of business closures.

During the month of March 2026, City of Turlock Economic Development staff completed 14 Business Retention and Expansion meetings, as well as completed 27 Business Attraction meetings. *2025-2026AnnualBusinessRetention andExpansion (BRE)&
BusinessAttraction Meetings total: 183 meetings
(reporting period : 7/1/2025 - June 30/2026)
Business Retention and Expansion (BRE)
4 Pictured above and to the right:

Downtown Turlock businesses
Turlock Irrigation District
Congrats to Kabob Place - Mediterranean Grill on their ribbon cutting and grand opening (located at 3821 Crowell Rd, Turlock, CA)
Congrats to Smith Chevrolet of Turlock (located at 1601 Auto Mall Dr, Turlock, CA) on reaching 100 years in business!
MonthlyReport-March2026
The City of Turlock’s Economic Development
Department’s Business Assistance Drop-In Program
provides no-cost, one-on-one support for new and
existing businesses, as well as entrepreneurs seeking
guidance.

Held every Tuesday from 10:30 a.m. to 12:30 p.m. at
Turlock City Hall, the program requires no appointment
and is designed to offer convenient, hands-on assistance.

Business owners and entrepreneurs can receive
guidance on business location decisions, local grants,
market data, and connections to no-cost regional support resources.

The program is open to start-ups, expanding businesses, and those facing challenges, all with the goal of helping businesses start, grow, and succeed in Turlock.

For those unable to attend, meetings can also be
scheduled directly with the Economic Development team
by emailing [email protected]
Business Resources
To request a meeting with our economic development team visit:

Workforce development within economic development refers to a set of strategies and activities designed to enhance the skills, knowledge, and capabilities of the local labor force to meet current and future economic and industry needs.

It is an important element of economic development because a well-trained and adaptable workforce is vital for attracting and retaining businesses, fostering innovation, and driving economic growth.

Economic Development staff attended two workforce and
talent development events in March, reinforcing the City’s commitment to supporting a strong local talent pipeline.

At the Stanislaus State Reverse Career Fair, staff engaged with STEM students presenting innovative research and projects, highlighting the value of industry partnerships like the City’s involvement with the STEM CRU program.

Staff also attended the 40th Annual Occupational Olympics & Career Exposition, where students from across Stanislaus County demonstrated real-world skills in fields such as robotics, const, and culinary arts. Both events showcased the
importance of Career Technical Education (CTE) and higher education partnerships in preparing a skilled workforce aligned with regional industry needs.

These efforts support long-term economic growth by
connecting local students to career pathways and future employment opportunities within the region.

Workforce Development -
Talent Development
5 MonthlyReport-March 2026

March 2026 Jobs Report Summary
According to the U.S. Bureau of Labor Statistics, the U.S. economy added approximately 178,000 jobs in March 2026, following a revised decline of 133,000 jobs in February, reflecting continued volatility in monthly employment trends.

The U.S. unemployment rate edged down to 4.3%; however, this decline was accompanied by a decrease in labor force participation, indicating fewer individuals actively seeking employment.

Job growth was led by sectors such as healthcare, construction, and transportation, while government and financial activities experienced declines. Overall, the report suggests a labor market that remains stable but uneven, with signs of moderating hiring momentum and workforce participation.

Read the full report here:
https://www.bls.gov/news.release/pdf/empsit.pdf
Workforce Development -
Talent Development
6 MonthlyReport-March 2026
CALIFORNIA UNEMPLOYMENT DATA:

Forfurtherinformationonunemploymentdata pleasevisit:
https://edd.ca.gov/en/about_edd/news_releases_and_announcements/unemployment-january-2026/

Other regional workforce development - talent development partners that provide educational programs and trade skill vocational training include:

California State University Stanislaus - https://www.csustan.edu/ California State University Stanislaus - Career Ready U - https://www.csustan.edu/career/careerreadyu
California State University Stanislaus - STEM CRU -
https://www.csustan.edu/aspire/stem-cru
Modesto Junior College - https://www.mjc.edu/index.html The Volt Institute - https://www.voltinstitute.com/
Bay Valley Tech - https://www.bayvalleytech.com/
Turlock Irrigation District (TID) Internships - www.TID.org/Careers Beam Circular Youth Amabassador Program -
https://tinyurl.com/BEAM -Youth-Ambassador
7 Workforce Development -
Talent Development
MonthlyReport-March2026
Fresno State - Parent University
Virtual Courses
(no cost for Turlock residents)
The City has a partnership with Fresno State -
Parent University to offer no-cost virtual courses
to all Turlock residents (of all ages). Upon
completion of each 4 week course, participants
will receive a certificate from Fresno State
University.

To register for future courses visit:
https://cge.fresnostate.edu/oced/parentuniversity.html

Attraction strategies within economic
development are designed to draw new
businesses, industries, and investments to a
region. These strategies typically involve a
combination of marketing, incentives,
infrastructure development, and partnershipbuilding to create a compelling case for businesses to relocate or expand.

The City of Turlock Development Incentive
Program was approved by Turlock City Council
on March 10, 2026, and is designed to encourage
new investment and accelerate commercial,
retail, and industrial development throughout the
community. The program offers a 25% reduction
in Capital Facilities Fees (CFF) for eligible
projects, helping reduce development costs and
improve project feasibility. It supports job creation
and economic growth while being automatically
applied to qualifying projects, streamlining the
process for developers. The program is available
for new construction and select development
projects while funding remains available.

Other: 8
Business Attraction MonthlyReport-March 2026
Tell us what businesses
you would like to have in
Turlock!
email:
[email protected]

On March 10, 2026, the Turlock City Council formally adopted the updated 2026 Economic Development Strategic Plan, providing a comprehensive and data-driven roadmap to guide the City’s economic growth efforts.

The plan outlines key Strategic Priorities focused on business retention and expansion, targeted attraction, workforce development, and continued investment in priority areas such as the Westside Industrial Specific Plan (WISP) and retail development. It also incorporates market analysis, community input, and regional economic trends to ensure the City remains competitive in attracting and retaining businesses. The adoption of the plan reflects Council’s commitment to proactive and strategic economic development.

Following adoption, staff is actively developing a detailed implementation plan that will translate the Strategic Priorities into actionable steps, timelines, and measurable performance metrics. The implementation plan will be structured in phased approaches to ensure steady progress over the next several years. Staff anticipates bringing the implementation plan forward to City Council in the coming months for review and direction.

Full Plan:
https://www.cityofturlock.org/_pdf/files/COT%20Econ%20Dev%20Strategic%20Plan%20- %20Adopted%20March%2010%202026.pdf
9 Business Attraction MonthlyReport-March2026

10 Turlock Partnership Incentive Program
This program is designed to:
- Support small businesses opening in Turlock
- Help revitalize vacant storefronts
- Create new jobs in our community
To qualify, businesses must:
• Open in an existing vacant building within city limits • Provide a business plan (with no-cost support available through the Valley Sierra SBDC)
• Attend a no-cost pre-development meeting
• Agree to simple record-keeping for one year
• Not be part of a franchise, nonprofit, or corporate chain *Grant application mustbe submittedpriorto starting
the licensingandpermittingprocess.

If you have been considering starting your own business in Turlock and meet the qualifications listed above, give us a call, stop by, or visit us online to learn more!
Contact: Anthony Sims,
Economic Development Director
Email: [email protected]
Phone: 209-668-5540 Ext. 1122 or 209-668-6031
Attraction MonthlyReport-March2026
Interested in opening a business in Turlock?
Visit the link below to obtain information on available commercial properties in Turlock.

Turlock commercial properties for sale:
https://www.loopnet.com/search/commercial-real-estate/turlock-ca/for-sale/? sk=618d1bb399e6dbce0b6dc8c47f5fed0e&e=u
Turlock properties for lease:
https://www.loopnet.com/search/commercial-real-estate/turlock-ca/for-lease/?view=map Recent Check Presentations:

Javier Padilla, CPA
Turlock Music Academy
Upcoming Check Presentations:

Kabob Place

W
hat’sAllThisTalkAboutDataCenters?
2026DataCenterMarketplaceReport(Colliers)
Datacentershaveemergedasoneofthefastest-growingsegmentsincommercialreal estate,drivenbyincreasingdemandforcloudcomputingandartificialintelligence infrastructure.

AccordingtoColliers,thesectorattractedapproximately31%ofglobalrealestate investmentin2025,signalingitstransitionfromanicheassetclasstoacorecomponent ofthedigitaleconomy.Demandcontinuestooutpacesupplyinmanymarkets,resulting inlowvacancyratesandheightenedcompetitionforsiteswithaccesstopower,land, andfiberconnectivity.

Atthesametime,rapidexpansioniscreatingchallengesrelatedtoenergyconsumption, infrastructurecapacity,andlong-termsustainability.

Overall,thereportpositionsdatacentersasahigh-growthopportunitythatrequires strategicplanningandsignificantinfrastructureinvestmenttosupportcontinued expansion.

Colliersisaglobalcommercialrealestateservicesandinvestmentmanagementfirm providingmarketresearch,brokerage,andadvisoryservicesacrossawiderangeof propertysectors.

FullReport:
https://www.colliers.com/en/research/dmc-nrep-usdc-data-center-marketplace-2026 Pleasenote,theCityisnotactivelypursuingdatacenterprojects.Theinformationabove isbeingsharedtoprovidemoreinsightonthistrendingindustrygrowingacrosstheU.S.

Thecontentissharedforinformationalpurposes.
11 Tren
dingIndustries
MonthlyReport-March2026

Supporting startups and entrepreneurs is a
strategic investment in economic
development. Innovation sparks new ideas,
technologies, and businesses, driving job
creation and adding lasting value to the local
economy.

The City of Turlock supports startups,
entrepreneurs, and the broader business
community by offering no-cost business
workshops and implementing targeted
business development programs.

These workshops are held throughout the year
and feature a wide range of topics and
strategies, presented by guest speakers with
expertise in various areas of business. Business
workshops also serve as an attraction strategy,
that can assist in bringing more businesses to
Turlock.

Upcoming business workshops:
4/24/2026: Turlock Business Conference
Details:

The City of Turlock will host the 2026 Turlock
Business Conference on April 24, 2026,
providing local businesses and professionals
with valuable insights into the current
economic landscape and future outlook.

The conference will feature expert speakers,
including Dr. Gokce Soydemir (CSU
Stanislaus) and Jessica Bohlen (Retail
Strategies), who will share perspectives on
economic trends, consumer behavior, and
strategies for navigating today’s evolving
market.

Attendees will also have the opportunity to
participate in a Q&A session and network with
fellow business and community leaders.

This no-cost event is designed to support
informed decision-making and strengthen
Turlock’s business community.

Business Workshops
12 MonthlyReport-March2026

13 Commun MonthlyReport-March2026 ications Dept. -
Community News and Events
Honoring Our Vietnam Veterans - March 27, 2026
Thank you to everyone who joined us on Friday, March 27, 2026 as we came together to honor and recognize our Vietnam Veterans ahead of the holiday.

It was a special gathering as veterans, community members, City staff, and local leaders stood side by side in reflection and gratitude for the service and sacrifice of those who served during the Vietnam War.

To our Vietnam Veterans, thank you for your courage, your service, and your enduring impact on our community. We are proud to honor you.

Ag Scholarship Luncheon 2026
The City of Turlock was proud to take part in the annual Ag Scholarship Luncheon last week, where Council Member Erika Philips presented certificates of recognition to this year’s student recipients.

Each year, this event highlights the dedication and drive of local students pursuing a future in agriculture, an industry that continues to shape and strengthen our community. It’s a great opportunity to recognize their achievements and the path ahead.

We congratulate all of this year’s scholarship recipients and thank the Turlock Chamber of Commerce Ag Committee for their ongoing commitment to supporting students and investing in the future of agriculture.

14 Communications Dept. -
Community News and Events
MonthlyReport-March2026
First Time Home Buyer Success Story!
In March, we celebrated an additional local families who successfully purchased their first homes through the City of Turlock – Housing Services Division’s First-Time Homebuyer Program!
The City of Turlock is proud to offer programs that make homeownership possible and help families build their future right here in our community.

Congratulations to these new Turlock homeowners!
First Time Home Buyer Workshop
Join us for one of our two First-Time Homebuyer
Workshops on Wednesday, April 8, 2026.

Session 1 begins at 9:00 AM, and Session 2
begins at 5:30 PM.

This workshop is open to realtors, lenders, and
potential homebuyers interested in learning
more about available resources and the path to
homeownership.

This is a no-cost event and open to the public.

Location:

Turlock City Hall – Yosemite Room (2nd Floor)
156 S. Broadway, Turlock, CA
Homeownership is within reach—come learn
how to take the next step.

We hope to see you there!

15 Communications Dept. -
Community News and Events
MonthlyReport-March2026

Leadergov Training for Department
Through the City of Turlock’s partnership with Leadergov for professional learning and development, the Economic Development and Communications Department participates in monthly leadership sessions focused on enhancing individual and team performance. These sessions provide structured opportunities for staff to engage in strategic activities that foster professional growth, strengthen communication and collaboration, and align departmental efforts with the City’s broader organizational goals. The program also supports the development of leadership competencies, promotes a culture of continuous improvement, and reinforces the City’s commitment to high-quality public service.

Leadergov training and activities have included:

DISC Assessments
Department Goal Setting Session
Department SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats) My Personal inventory Activity (describing individual work style, personality, etc.) Leading Change and Keys to facilitating Change
Capstone Presentations
Department Professional Development
16 MonthlyReport-March 2026

17 MonthlyReport-March2026

MaRCH 2026

F I E L D &

S U P P O R T O P E R A T I O N S

M O N T H L Y C I T Y M A N A G E R ' S R E P O R T
5,245
2,317

REPORTS
TAKEN

ARRESTS TRAFFIC
STOPS

CITATIONS
ISSUED

ANIMALS ADOPTED/RETURNED TO

OWNER/TRANSPORTED TO RESCUE
605
261 221

NON-EMERGENCY
CALLS
PaTROL &
CoMMUNICATIONS
AnIMAL SERVICES
911 CALLS
757

DOGS SEIZED
30 CATS SEIZED
8 29
On the week of March 2nd, our officers and
professional staff celebrated Read Across
America by visiting local elementary schools,
reading with students, and encouraging a love
of learning.

On March 11th, Turlock Chaplaincy provided
lunch for our A Team during training, a
gesture that reflects their ongoing support
and care for our staff and community.

On March 12th, Officer Melgoza successfully
completed the department’s training
program. Congratulations, and welcome to
the team!
On March 26th, Pitman High School students
participated in the Every 15 Minutes Program,
highlighting the real-life consequences of
impaired driving and the importance of
responsible decision-making.

On March 28th, our team took on the Baker
to Vegas Relay—an incredible test of
commitment, teamwork, and endurance.

Good luck to all involved!

BACKGROUND

LOCAL CHECKS
CLETS

ENTRIES

WARRANTS

REPORTS

PROCESSED
STREET
CRIMES
UNIT
professional sTANDARDS
Social Media Insights
161
117
385
131

REPORTS

RELEASED

S P E C I A L O P E R A T I O N S
841
ReCORDS
17 24 54

NEW CASES CLOSED
CASES

SUPPLEMENTAL

REPORTS
ACTIVE
CASES
10 86

DIGITAL

FORENSIC
EXAM
DeTECTIVES
4 26 69 55

TRAFFIC
STOPS

PEDESTRIAN
STOPS

ARRESTS SEARCHES
18 19
3 MISC

PERMITS

PROCESSED
ADMIN.

INVESTIGATIONS

RIDE-ALONG

APPLICATIONS

PROCESSED
INSTAGRAM:
993,409
FACEBOOK:
525,110

ACCOUNTS REACHED NEW FOLLOWS PROFILE VISITS
M O N T H L Y C I T Y M A N A G E R ' S R E P O R T : M A R narcotics
seized:

31.62 GRAMS OF
METH

17.59 GRAMS OF

FENTANYL

1.13 GRAMS COCAINE
.44 GRAMS OF
“OTHER”
4 ARRESTS
53 GANG FIELD

INTERVIEW
INSTAGRAM:
674
FACEBOOK:
207
INSTAGRAM:
7,742
FACEBOOK:
9,835
ARREST

WARRANTS
& I&B’S
4

City Council Staff Update
April 14
th
, 2026
From: Nick Showalter, IT Director
Prepared by: Nick Showalter, IT Director
Agendized by: Gary Hampton, Interim City Manager
For March 2026, the Information Technology (IT) Department has the following report:

New Website Project
The new website project with Revize continued in the Sitemap Development and Content Migration Phase (Phase 6 of 8). This month, the final Site Map was approved, and the contracted copywriter has been producing updated content for Revize to intake.

Meetings were scheduled with Revize and the contracted copywriter to ensure that the established workflow would accommodate the receipt of the updated content for the Content Migration and Content Quality Assurance stages of the project.

The next phase of the project is Phase 7 of 8, Content Editor and Web Administrator Training, Final Content Changes, and Go Live Preparation (approximately 1-3 weeks).

IT Staff reviewed the project timeline once more with the contracted Copywriter and the Revize and continued to work through an agile methodology with the project. The month of April will require webpage content to be fully copied, edited, and finalized for Revize to intake, which includes approximately 375 webpages of content about the City and City services. Due to the contracted copywriter’s involvement in updating necessary content, some of which has been outdated for an extended period, the project timeline has been extended once again. With the anticipation of staging the new website in May for training, the estimated go-live date is now July 2026.

Camera System Upgrade at the Public Safety Facility
IT Staff spent three weeks this month at the Public Safety Facility assisting with the installation of a new video security system and cameras. The new security cameras were a listed project that was part of an ARPA appropriation for public safety infrastructure projects. IT Staff assisted with the removal of old equipment and cameras, installation of new equipment, and configuration to get the cameras online.

Audio/Video – Emergency Operations Center
Throughout March, the audio and video equipment for upgrading the Emergency Operations Center was installed. A four-by-two (4x2) grid of eight displays were installed and connected to a control system processor. A PTZ camera, speakers, and a whole-room microphone were also installed for audio output, microphone input, and

video conferencing capabilities. IT Staff are still working with the vendor to ensure all of the required connections are set up and configured within the control system.

Audio/Video – City Council Chambers
IT Staff prepared a proposal and service provider contract for upgrading the audio-video equipment in the City Council Chambers and received approval for the agreement at the March 10th, 2026, City Council meeting. IT Staff are working with the service provider to get this work completed.

Microsoft 365 Mailbox Migration Project and Licensing
New Microsoft 365 licenses were received, and staff had to reassign licenses to accounts. IT Staff went through additional security and administrative configurations with the contracted project services provider to ensure the environment is prepared accordingly. IT Staff are still working on one core security integration before they can begin migrating mailboxes. In addition, IT Staff have been reviewing the new features included with the updated licensing.

Enterprise Permitting and Licensing Software
IT Staff initiated the technical implementation with Tyler Technologies to set up access configurations for the new Enterprise Permitting and Licensing system. A formal kick-off meeting is being planned to begin the project initiation and planning.

Completed IT Requests*
IT staff completed 155 requests for service during March 2026. *Resolved requests shown are estimated and do not include ad hoc phone and verbal requests or certain long-term projects.

City Manager's Office
15 Economic
Development
16 Development
Services
8 Finance
9 Fire
3 HR
12 IT
8 Municipal Services
56 Police
28 Completed Requests By Department March 2026

Planning Monthly Projects for March 2026
• The Planning Division coordinated and hosted 9 Predevelopment meetings during the month of March. • The Planning Division received an application requesting an amendment to Conditional Use Permit 2008- 07 to allow for an increase in height for the existing perimeter fencing around the Public Safety Facility located at 244 N. Broadway (Stanislaus County APN 061-015-067). The existing fencing is approximately 6’ in height. The proposed amendment to the CUP would allow the fencing to be increased to 8’ in height and install solid metal panels in the wrought iron fencing to provide additional security for the facility. The project was heard and approved at the April 2 Planning Commission meeting. • An applicant (MAA 26-01) is proposing to install and operate a containerized recycling facility for the collection and redemption of all California Redemption Value (CRV) empty beverage containers. The proposed facility will consist of a cargo container measuring approximately 20 feet in length, 8 feet in width, and 8 feet in height. The project will be located in the southeast corner of the parking lot at 2650 Geer Road, Stanislaus County.
• An applicant is requesting to restripe an existing truck parking facility located at 410 S. Tully Road (MAA 26-02) to accommodate 66 trucks with trailers. Once the striping is complete, the trucking company will use the existing 1,295 square foot building as a dispatch office, the existing 2,180 square foot building as storage, the existing 3,250 square foot and 1,500 square foot buildings as truck and trailer repair shops.

Only light repairs, to include oil changes, will be performed on-site for trucks and trailers parking at the facility. The repair shops will not be open to the public. There will be 24-hour gate access to the facility. • The City of Turlock proposes (MDP 26-04) the construction of a potable water treatment facility at the existing Well 36 site, 1350 Fulkerth Road. The project includes the installation of granular activated carbon (GAC) vessels, driveway entrances, site fencing and gates, site lighting, and landscaping improvements. The planned improvements are to be located immediately adjacent to the existing City well site. The proposed fenced area is larger than required for the current phase to accommodate a planned project expansion anticipated within the next five years. The future phase is expected to include arsenic treatment facilities consisting of additional filtration vessels, chemical storage enclosure, and an equalization tank. A Mitigated Negative Declaration is proposed, declaring that the project will not have a significant effect on the environment, incorporating mitigation measures identified in the Initial Study, and subject to the appropriate conditions of approval.
• An application was received (MDP 26-05) proposing monument signage at the entry points for the 338- unit apartment complex located at 1525 W. Monte Vista Avenue. • The applicant for a previously approved project is requesting a one-year time extension (VAR 24-01 Time Extension), with no changes proposed. The original request was for a variance from the required 20-foot side and rear setbacks established in the Heavy Commercial (HC) zoning district of the Northwest Triangle Specific Plan, located at 2820 Countryside Drive. The request would reduce the required 20-foot setback to zero along the sides and rear for the development of a self-storage facility. The project will be heard at the May 7 Planning Commission meeting.

Finance Department Monthly Report
April 14, 2026
From: Isaac Moreno, Finance Director
Prepared by: Isaac Moreno, Finance Director
Agendized by: Gary Hampton, Interim City Manager
Staffing – The Finance Department is currently in the process of filling the following positions:

Utility Billing: 1 - Account Clerk I
Accounting: 1 – Accountant II
Measure A Committee – The next scheduled meeting for Measure A Committee is April 15, 2026.

Contracts Executed by City Manager – Please see table below for the executed contracts within the month of March 2026.

Utility Billing Division Report – Please see attached memorandum.

Housing Division Report – Please see attached memorandum.

Projects:

User Fee Study – Consultant has started preliminary meetings with four divisions. The estimated completion is May 2026.

Impact Fee Study – Pending completion of infrastructure master plan updates. An updated timeline will be developed once this is complete.

Department Monthly Report
April 14, 2026

Angelica Gonsalves FINANCE DEPARTMENT

FINANCIAL CUSTOMER SERVICE SUPERVISOR UTILITY BILLING
[email protected]
156 S. BROADWAY, SUITE 114 | TURLOCK, CALIFORNIA 95380 | PHONE 209-668-5570 | FAX 209-668-5565 DATE: April 6, 2026
TO: Isaac Moreno
FROM: Angelica Gonsalves
SUBJECT: March 2026 Department updates
For the month of March 2026:

Finance processed a total of 2,467 receipt payments in the office by walk in customers, 748 by mailed/drop box, and took 860 phone payments. The department answered 2,403 calls during the month of March. Processed 149 utility move-in’s, and 118 move-out/exception bills. Payment agreements: 91 current and 37 past due payment agreements.

Utility billing processed and mailed 19,697 printed utility bills and issued 3,541 penalties. Delinquent notices were mailed to 1,438 customers. 357 accounts were terminated on March 25, 2026 and 140 remained off at the end of the day.

The department went live with the new payment platform online and interactive voice response (IVR) for utility customers on 7/16/25. In March we had 1,736 customers made payments on the new IVR, 5,338 customers paid through the new portal, and 5,481 set up for autopay. We have a total of 12,153 registered users on the new portal from 3/31/26. 736 users have signed up for paperless billing. The department reached out directly to 519 residents through phone and email that were un-enrolled on the old portal, and did not make a payment by 3/26/26. 24 door hangers were posted for those that did not have current phone numbers on their account to contact us.

Business license processed 67 new applications and closed 12 business licenses. 33 licenses were renewed and 0 delinquent notices were mailed out to lapsed business licenses. The City of Turlock currently has 7,131 active licenses.

JENNIFER FIGUEROA OFFICE OF THE CITY MANAGER

HOUSING PROGRAM MANAGER HOUSING PROGRAM SERVICES DIVISION [email protected]
156 S. BROADWAY, SUITE 140 | TURLOCK, CA 95380 | MAIN 209-668-5610| FAX 209-668-5120 | TDD 1-800- 735-2929
DATE: April 2, 2026
TO: Isaac Moreno
FROM: Jennifer Figueroa
SUBJECT: April 2026 Housing Division Update
April 2026 Housing Division Update:
 Nineteen (19) Mobile Home rehabilitation applications given out.  Six (6) applications received
o Five (5) have been approved:
 Two (2) anticipated to be completed by second week of April,  One (1) anticipated to be completed by mid-May,
 Two (2) anticipated to begin end of April.
 One (1) in initial inspection stage.
 Thirteen (13) stick built rehabilitation applications given out.  Six (6) applications received
o Two (2) were ineligible
o One (1) has been approved and is anticipated to be complete by mid-May o Three (3) are in various stages of process prior to loan committee approval  City-owned property located at 2065 Cody Court was sold to a first-time homebuyer and escrow closed on March 17, 2026. This sale marks the final disposition of all residential properties previously held by the Housing Division.

Funds with HUD:

Prepared: 4/1/2026
Stanislaus Housing Consortium
CHDO -
Administrative Funds 650,283.01
HOME 4,942,436.78
5,592,719.79
CDBG-CV 645,763.38
CDBG 1,433,033.45

HOME-ARP
Administrative and Planning Funds 465,613.25
Home Activities Funds 4,531,689.15
4,997,302.40
Notes:
-Funds stated above do not reflect expenditures that
have not been submitted for reimbursement
-CHDO funds were transferred into HOME funds
Funds with California Department of Housing and Community Development:

Permanent Local Housing Allocation (PLHA) pending application 469,237.00 Funds with City:

Stan County HOME Lead Consortium Fund 254 -
CDBG (with City) Fund 255 688,116.36
HOME Consortium Fund 256 622,788.65
State HOME Fund 257
State Home Funds 2,957,246.67
Cal HOME Program 1,547,020.22
HEAP 94,183.91
4,598,450.80
Housing Stimulus Fund 258 (379,355.44)
HOME-ARP Fund 259 (53,200.90)
PLHA-Permanent Local Housing Allocation Fund 260 835,972.61 Successor Agency - LMI Fund 625 1,987,278.03
TOTAL OF ALL FUNDS: $ 21,438,106.13
Notes:

Roads Program
Current Project List
Design
Name Vendor # of Miles Start Date Anticipated
Completion Date Status Notes
CP 25-040 (Task Order 5) Provost & Pritchard 0.0 7/22/2025 3/1/2027 Design Project involves crack seal and slurry surfacing for 184,792.56 square yards.

CP 25-026 (Task Order 3) Siegfried 4.0 3/25/2025 3/1/2027 Design CP 25-025 (Task Order 4) Provost & Pritchard 2.2 3/25/2025 3/1/2027 Design CP 25-024 (Task Order 3) Provost & Pritchard 4.0 3/25/2025 3/1/2027 Design CP 25-023 (Task Order 5) Mark Thomas 1.4 3/25/2025 3/1/2027 Design CP 24-031 Task Order 4 - GSB (Dels to Tuolumne) Mark Thomas 2.2 7/1/2024 3/1/2027 Design CP 23-069 (Task Order 2) Siegfried 2.6 2/1/2024 12/31/2026 Construction Assistance CP 23-068 Bid Package 3 (Task Order 2) Provost & Pritchard 1.9 2/1/2024 12/31/2026 Construction Assistance CP 23-068 Bid Package 2 (Task Order 2) Provost & Pritchard 2.1 2/1/2024 12/31/2026 Construction Assistance CP 23-067 Bid Package 3 (Task Order 3) Mark Thomas 2.7 2/1/2024 6/1/2026 Construction Assistance CP 23-067 Bid Package 2 (Task Order 3) Mark Thomas 1.0 2/1/2024 6/1/2026 Project Closeout CP 23-067 Bid Package 1 (Task Order 3) Mark Thomas 5.2 2/1/2024 6/1/2026 Project Closeout CP 23-052 Task Order 2 - Geer Rd Mark Thomas 2.6 6/1/2024 12/31/2026 Design CP 23-033 (Task Order 1) Siegfried 1.2 4/1/2023 6/1/2026 Project Closeout Due to impacts caused by another City Project,
active construction on this City Project was
delayed and has now been resumed as of
October 7, 2025.

CP 23-031 Bid Package 2 (Task Order 1) Mark Thomas 1.9 4/1/2023 6/1/2026 Project Closeout

35.0 Only projects that have been brought before Council for a prior action (e.g., budget appropriation, professional services agreement) are included.

Status Legend
Design = Construction contract documents are in development.

Advertising/Bid Phase = The project has been advertised for construction bids, but has not yet been awarded.

Pre-Construction = The project has been awarded to a responsible and responsive contractor. The construction agreement, bonds, and insurance documents are in process of execution.

Construction = The project is under construction.

Project Closeout = The project is substantially complete. Minor corrective items, final quantities, and final change order negotiations and invoicing are being addressed.

Completed = Notice of Completion has been recorded.

Construction
Name Vendor # of Miles Start Date Anticipated
Completion Date Status Notes
CP 23-069 Dirt Dynasty 2.6 9/23/2025 12/1/2026 Construction CP 23-068 Bid Package 3 MCI 1.9 4/6/2026 6/1/2027 Construction CP 23-068 Bid Package 2 Agee 2.1 3/2/2026 12/31/2026 Construction CP 23-067 Bid Package 3 MCI 2.7 7/7/2025 12/31/2026 Construction CP 23-067 Bid Package 2 UPM 1.0 4/1/2025 7/1/2026 Project Closeout CP 23-067 Bid Package 1 UPM 1.4 3/1/2025 7/1/2026 Project Closeout CP 23-033 George Reed 1.2 4/1/2023 6/1/2026 Construction Due to impacts caused by another City Project,
active construction on this City Project was
delayed and has now been resumed as of
October 7, 2025.

CP 23-031 Bid Package 2 George Reed 1.9 4/1/2023 6/1/2026 Project Closeout

14.8 Completed
Name Vendor # of Miles Start Date Anticipated
Completion Date Status Notes
CP 23-068 Bid Package 1 UPM 1.0 2/11/2025 9/23/2025 Completed CP 23-031 Bid Package 1 UPM 0.6 4/1/2023 9/23/2025 Completed CP 23-032 UPM 1.7 4/1/2023 9/23/2025 Completed
CP 23-032 (Task Order 1) Provost & Pritchard 1.7 4/1/2023 12/9/2025 Completed CP 22-001 Bid Package 3 Cal Valley 0.5 4/25/2023 4/9/2024 Completed CP 22-001 Bid Package 2 D. A. Wood 0.6 9/13/2022 8/22/2023 Completed CP 22-001 Bid Package 1 Cal Valley 5.9 1/1/2022 6/1/2026 Completed CP 22-001 Bid Package 1 Mark Thomas 0.0 1/1/2022 6/1/2026 Completed

11.9 Construction Management (CM) and Inspection
Name Vendor Start Date
Anticipated
Completion
Date
Status Notes
CP 23-069 NV5 9/23/2025 12/1/2026 CM and Inspection

CP 23-068 Bid Package 3 CCME 12/9/2025 12/1/2026 Pre-Construction CP 23-068 Bid Package 2 NV5 10/14/2025 12/1/2026 Pre-Construction CP 23-067 Bid Package 3 NV5 6/1/2025 7/1/2026 CM and Inspection CP 23-067 Bid Package 2 NV5 4/1/2025 7/1/2026 Project Closeout CP 23-067 Bid Package 1 CCME 3/1/2025 7/1/2026 Project Closeout CP 23-052 NV5 7/8/2025 12/1/2027 Pre-Construction
CP 23-033 NV5 4/1/2023 6/1/2026 CM and Inspection
Due to impacts caused
by another City Project,
active construction on
this City Project was
delayed and has now
been resumed as of
October 7, 2025.

CP 23-031 Bid Package 2 NV5 4/1/2023 6/1/2026 Project Closeout

Municipal Services Department
Project List
Name Project Status Division Responsible Current Status of Project Revised Completion Date (if applicable) Category Surface & Groundwater Study Working on it Drinking Water 3/17/26: Project is still ongoing with water samples and water quality parameters still being checked on. 2026-06-01 Operations and Maintenance Cross Connection Control Plan Awaiting Approval Drinking Water 2/27/26: Action items to be completed by West Yost: Generate flyers for commercial & residential customers on CCCP requirements. Create a survey for residential customers to assess hazards. West Yost to connect with Stanislaus County to review well permit data. Draft a memo to the Building dept. on requirements for CCCP to provide to contractors on guidance for compliance with CCCP.
2026-05-01 Compliance
Offsetting Water project - TID Planning Phase Drinking Water 3/12/26: Project ID#5023 project will include improvements necessary to provide offset water at an appropriate discharge point, such as a TID irrigation canal.
2027-12-01 CIP
Utility Line Evaluation and Replacement Working on it Sewer 3/17/26: Continue to evaluate water & sewer main lines to stay ahead of Roads Program. CIP 123-TCP and PCE Remediation Working on it Drinking Water 123-TCP Well 36 IS/MSD review by Will. Developmental Services waiting for Municipal services to authorize public review. waiting for for P&P to confirm tentative schedule of project and environmental questions. 123-TCP Well 35 Waiting for parcel assessment of property.
2026-12-01 EH&S
Turlock GSP Dianne Pond - TID On Hold Drinking Water
11/25/25 Groundwater recharge will resume in May as TID will start adding water in the 127.5-acre feet of the stormwater basin. The purpose of this project is to replenish water and have it ready and available to distribute into lateral 4.

Within 77 days, 1.3 Million Gallons per day were put into Dianne Pond for a total of 100.1 MG.

This project has been put on hold by TID and will not be containing any water at Dianne Pond at this time. 2026-12-01 Operations and Maintenance
Constituents of Emerging Concern and Far-Field Dilution Study Awaiting Approval Sewer 11/26/25
The Water Board is still reviewing the Fairfield Dilutions Study (no updates).

The final sampling event for the CEC study is tentatively set for spring of 2026 when the flows in the DMC are lower.

Both reports are due in July 2026. The water Board has delayed the permit renewal to align discharge permits so we don't anticipate a lot of feedback until the permit renewal process begins.

Compliance
SCADA System Upgrade at Wastewater Treatment Facility Implementation Phase Sewer 3/18/26
Project is still ongoing. They are currently rewriting the PLC program for the High Rate Flocculation Clarifiers to allow setpoints/commands to be read from VTSCADA. Currently this is only allowed from the local HMI. 2027-12-01 CIP
Flotator Rehabilitation Project Implementation Phase Sewer 3/18/26 Project is back on track. We had the kickoff meeting on 3/11. Plans should be ready to bid in 3-4 months. CIP Department Staffing Study On Hold Sewer New job descriptions supported by study are with HR for review and presentation to City Council for approval. Staffing 123 TCP Well Assessment, Rehabilitation, and Treatment at Well 35 Awaiting Approval Drinking Water 123-TCP Well 36 IS/MSD review by Will. Developmental Services waiting for Municipal services to authorize public review. waiting for for P&P to confirm tentative schedule of project and environmental questions. 123-TCP Well 35 Waiting for parcel assessment of property.
2029-02-28 EH&S
Wellhead Treatment at Well 36 Working on it Drinking Water 123-TCP Well 36 IS/MSD review by Will. Developmental Services waiting for Municipal services to authorize public review. waiting for for P&P to confirm tentative schedule of project and environmental questions. 2026-09-01 EH&S
Storm Drain Trash Capture Device – MS4 Compliance Planning Phase Storm Hydraulic Model is still pending. Carollo staff is still working on the Master Plan. Placed selected sites on CIP list. Met with engineering team set a date to review and select a design firm. 2030-10-01 EH&S
Urban Water Managment Plan Working on it Drinking Water RA submitted all data that was requested 2026-07-01 EH&S Drinking Water Public Health Goal Working on it Drinking Water Presenting in a public hearing in the December 2025 City Council meeting.

Need revision for corrected information
2026-04-17 EH&S
Sidewalk Compliance Program Restart Implementation Phase Admin RFP for concrete contractors and administrative updates are in final stages of review. 2026-07-01 Operations and Maintenance Water Well #29 Chlorination Project Implementation Phase Drinking Water 3/17/26: The week of March 23rd Carollo to being commissioning with installation of sim card & startup. Then configure radio communications, followed by flushing to waste and passing all bacti & process control samples. 2026-06-01 CIP
Water Rate Study Working on it Drinking Water 3/5/26: Water model has been revised to reflect changes made. No more monthly meetings to get back on track in June 2026.
2026-12-31 Operations and Maintenance
Risk & Resiliency Working on it Drinking Water
Larry Walker Associates (LWA) is currently working on updating the City's Risk and Resilience Assessment and Emergency Response Plan for Water Systems and to identify and address potential threats or hazards. Data is being evaluated and is at approximately 90% completion. Following the data collection, the reports will be completed by LWA.
2026-05-01 Compliance
Completed Projects
Name Project Status Division Responsible Current Status of Project Revised Completion Date (if applicable) Category Create Job Descriptions for I&C Supervisor and Lab/ECI Superintendent Done Storm and Sewer 2025-07-01 Staffing Report of Waste Discharge Done Storm and Sewer Compliance Drinking Water Consumer Confidence Report Done Drinking Water 2025-07-01 EH&S Solid Waste EAR Done Solid Waste Compliance
SRWA Critical Spares Done Drinking Water 2024-02-01 Operations and Maintenance SRWA Asset Care Plans Done Drinking Water 2024-02-01 Operations and Maintenance SRWA SOP Creation and Validation Done Drinking Water 2023-02-01 Operations and Maintenance SRWA Annual Operations Report Done Drinking Water Operations and Maintenance

SB 1383 Food Generators Compliance Done Solid Waste 2025-07-25 EH&S Solid Waste JACE Review Done Solid Waste 2025-05-25 EH&S Secondary Clarifier No. 4 Recoating project Done Sewer 2026-07-01 CIP

Current Project List
CP # Project Name Project Start Date Anticipated Completion Date Current Status of Project 24-003 Downtown PCE Remediation (Groundwater) 1/1/2024 2/1/2029 02 - In Design 23-042 Phase II Montana Park 5/1/2023 1/1/2027 02 - In Design 22-035 Intersection Improvements at Countryside Drive and Business Entrance 9/1/2023 5/3/2027 02 - In Design 25-030 Pedestrian Crossing at W Christoffersen Parkway and McKenna Drive 5/1/2025 2/1/2027 02 - In Design 24-036 Marty Yerby and Senior Center Renovations 7/1/2024 5/1/2026 04 - Advertising/Bid Phase 24-010 Fire Station No. 31 SCBA Compressor Room Update 1/1/2024 4/1/2026 08 - Project Closeout 24-042 Senior Center Roof & HVAC Replacement 7/1/2024 5/1/2026 07 - In Construction 23-040 Water Line Replacement for Roads Program 2024 7/1/2024 4/21/2026 08 - Project Closeout 23-046 Well 29 Chlorination 12/1/2023 5/1/2026 07 - In Construction 24-004 WQC Admin Building Reroof 1/1/2024 4/1/2026 08 - Project Closeout 14-44 Intersection Improvements at W. Main & S. Tegner 6/1/2022 4/1/2026 07 - In Construction 14-79 Golden State / Berkeley / Golf Intersection Improvements 1/1/2014 6/1/2026 07 - In Construction 23-027 Secondary Clarifier No. 4 Recoating 1/1/2023 4/21/2026 08 - Project Closeout 21-043 John Lazar Park 12/1/2021 5/1/2026 07 - In Construction 24-020 Fire Station 32 Window Replacement 1/1/2024 12/1/2026 05 - Post Bid 25-041 City Utility Trench Repair FY 2025-26 7/1/2025 4/1/2026 08 - Project Closeout 25-064 Senior Center Parking Lot Improvements 11/3/2025 8/3/2026 02 - In Design 25-017 Speed Lumps on N. Berkeley Ave 5/1/2025 4/1/2026 08 - Project Closeout 25-051 El Paseo Sewer Line Replacement 12/1/2025 4/1/2026 08 - Project Closeout 25-058 TRWQCF Primary Flotator Improvements 6/1/2020 3/1/2028 02 - In Design Engineering Division
Only projects that have been brought before Council for a prior action (e.g., budget appropriation, professional services agreement) are included.

Status Legend
Design = Construction contract documents are in development.

Advertising/Bid Phase = The project has been advertised for construction bids, but has not yet been awarded.

Pre-Construction = The project has been awarded to a responsible and responsive contractor. The construction agreement, bonds, and insurance documents are in process of execution.

Construction = The project is under construction.

Project Closeout = The project is substantially complete. Minor corrective items, final quantities, and final change order negotiations and invoicing are being addressed.

Completed = Notice of Completion has been recorded.

City Council Staff Report
April 14, 2026
From: Jessie Dhami, Human Relations Director
Prepared by: Darlene Ingersoll, Principal HR Analyst
Agendized by: Gary Hampton, Interim City Manager

1. ACTION RECOMMENDED:

Authorizing the placement of insurance carrier policies and third-party administrative agreements between the City of Turlock and related benefit partners for employee healthcare, covering the period of July 1, 2026 through June 30, 2027.

2. NARRATIVE:

Based on current and historical claims experience, market analysis, and renewal negotiations conducted by the City of Turlock's (City) benefits consultant, Winton-Ireland Strom & Green Insurance Agency (WISG), staff recommends the City continue the existing self-funded program and benefit partners for the upcoming plan year. Execution of these agreements is between the City and all related healthcare benefit partners and covers the period of July 1, 2026 through June 30, 2027.

The City funds its healthcare program using a self-insured structure, which means the City directly pays healthcare claims for participating employees and dependents up to a retention limit, rather than paying fixed insurance premiums to a traditional fully insured carrier. Under this structure, healthcare costs are divided into two categories: fixed costs and variable costs.

Fixed Costs: Fixed costs are predictable monthly expenses and include the following: thirdparty administration (plan administration including claims processing), network access, medical management services, pharmacy benefit management (PBM), telemedicine services, stop-loss insurance, and consulting services.

Variable costs: Variable costs are the actual healthcare claims incurred by plan participants during the plan year. Because claims fluctuate based on healthcare utilization, the City purchases stop-loss insurance to limit exposure to unusually large claims.

Each year prior to plan renewal, the City’s insurance broker, WISG, markets the City’s healthcare plan to secure competitive insurance rates across the market while maintaining excellent employee healthcare coverage. Please refer to Attachment B for details of all renewal offerings. WISG negotiates reinsurance contracts based on the ongoing known large claim participants in the population, as well as overall claims history, developing claims, and unknown claims.

The specific stop-loss deductible remains at $200,000 per covered individual for Fiscal Year 2026-2027, as the City raised this limit in the Fiscal Year 2025-2026 plan year. This amount is the City’s retention and any medical and pharmacy claims above this are reimbursed by the stop-loss carrier. Since the deductible increased last year, raising it again this year is not fiscally sound due to the cost differential being negligible.

Agenda Staff Report
4/14/2026
Another notable issue is the population growth within the plan participants. Claims experience for the current plan year remains stable and compares favorably to market trends. However, in the past 12 months, the population has steadily increased. Through February 2026:
• Enrollment increased approximately 3.5%, year over year from July 1, 2025, to current adding additional covered lives while claims remained steady. • Total claims costs increased at a slower pace than the population increase, up 1.6% over that same time period.
• While the total paid is up, the per member per month calculation is down year over year, spreading over the entire population. This per participant per month calculation is more important than the overall cost, as this considers population growth, where the total premium does not.
• On a rolling 12-month basis, claims experience is currently below budget for Fiscal Year 2025-2026. The Fiscal Year 2026-2027 estimated budget per employee per month is recommended to remain $1,950.37 per employee per month. This factors in the positive experience from the current fiscal year and rolling this to the new Fiscal Year 2026-2027. This also keeps employee contributions stable, sharing positive claims experience back with City employees.

Additionally, during this current plan year, claims experience, along with prudent PBM, has kept cost stable year over year, contributing to the overall strong (and stable) claims experience. Along with the prescription savings, the plan has benefited from a 20% reduction in hospital admissions (along with a 23% reduction of cost per admission), a 3% reduction in emergency room (ER) claims (with an 8% reduction of ER cost per visit).

If the specific stop-loss deductible renews at $200,000 for Fiscal Year 2026-2027, the City would not assume additional retention/exposure. However, fixed costs would increase by

9.7% ($170,620 annually). Sun Life also provided higher-retention alternatives, including $225,000 and $250,000 specific stop-loss deductible options. The $225,000 option would reduce costs by approximately 2%, while the $250,000 option would largely offset the fixedcost increase. This presents a feasibility consideration: increasing the deductible by $50,000 effectively funds up to three additional high-cost claims before reaching a “break-even” point.

Although the City has not experienced three such claims in recent history, it remains a possibility that must be planned. Additionally, a $50,000 increase represents a significant step change in retention given the size and distribution of the covered population. Renewal pricing reflects overall claims performance (known and emerging), network penetration and savings, claims submitted to the plan (including incurred but not reported/paid claims), and pressure from broader global reinsurance market conditions.

One final note on reinsurance contracts: the current contract with Sun Life includes a negotiation for a participating contract. This allows for a refund of specific stop-loss premium if certain conditions are met, including but not limited to well-managed claims. This participatory contract allows up to 10% of the stop-loss premium (no claims or administration) to be refunded to the City at the close of the plan year in the form of a dividend. As an example, for the Fiscal Year 2024-2025 plan year, annual reinsurance cost to the City was $1,428,578. Therefore, the refund was $142,857.80 for that plan year, delivered to the City

Agenda Staff Report
4/14/2026
on January 28, 2026, allowing for the full 10% maximum refund. This further enhances Sun Life’s underwriting position and this would be lost if not renewing with SunLife.

Assuming this specific deductible increase is accepted at $200,000, combining all fixed costs, including the above-mentioned specific stop-loss insurance increase of 9.7%, and factoring in the administrator/claim’s management fees, the City will realize overall fixed cost increases for the coming fiscal year of 8.7% at current participant levels. If the budget savings from the Fiscal Year 2025-2026 plan year is used to reduce the rates and contribution this year, the overall increase could be set at a 2.6% increase year over year.

Included in this fixed cost estimate are third-party administration fees (claims adjudication), Preferred Provider Organization (PPO) network access fees (claims discounting), medical management (medical necessity oversight), pharmacy management, Teladoc telemedicine, plan regulatory fees, and consulting fees, as well as a 5% trend inflation factor on claims expenditures. There are no recommended changes to the various medical partners, as the incumbent carriers are still market competitive and all medical issues disclosed with quotes firm.

Pharmacy Benefit Manager (PBM): Currently, the City contracts with SmithRx pharmacy benefit manager for pharmaceutical coverage. This started on July 1, 2024, after a full request for proposal (RFP). SmithRx has outperformed their savings estimates; in the most recent full calendar year, the City has realized $271,707 in rebates and $482,612 in manufacturer direct to consumer discounts, for a total of $754,713 in realized savings. Prior to SmithRx, the City would get approximately $125,000 back in pharmacy rebates, as the prior pharmacy managers retained (by contract) a majority of this rebate activity. This also includes higher enrollment, higher script count, but a substantial decrease on ingredient costs associated with filling the same mix of drugs. The savings realized with SmithRx have helped to keep the City’s overall medical plan costs down and mostly flat year over year.

This is very impactful to the City since pharmaceuticals are the fastest-growing segment across all plans and markets, with bioidentical and GLP-1 drugs emerging as a top cost concern.

Dental Insurance: The City has contracted with Delta Dental of California for a self-funded dental plan to tap into their administration and network since 2014. This arrangement continues to be favorable to the City as it is self-funded like the medical coverage. Many dental offices are going to an “insurance agnostic” model, making the decision to decline innetwork participation across all networks. Since this is shaping member’s benefits, Staff is proposing to offer two dental PPO plans. The current plan would be the base plan, with employees having the choice to purchase a higher benefit level plan at their expense. This puts the decision back with the employee choosing what is right for their family, with the City maintaining the same coverage and cost level as currently offered. Just like medical coverage, total cost is broken down between administrative and claims costs. Delta Dental renewal terms are set at $10.86 per employee per month administration cost, paying the actual claims at the Delta Dental negotiated rates, and this will not change for the Fiscal Year 2026-2027 plan year. Note below the claims are very stable year over year, even though the population increased by 4.6%.

March 1, 2024 - February 28, 2025
Claims Paid - $327,786
Average Member Count - 1,021

Agenda Staff Report
4/14/2026
March 1, 2025 - February 28, 2026
Claims Paid - $327,414
Average Member Count - 1,068
The recommendation is to renew with Delta Dental of California, offering two plans with a base plan and a buy-up offering, where the member pays the difference in premium cost between the two plans. The per employee budget cost will remain stable at $86.23 per employee per month, with the buy-up plan an approximate 16% cost differential that would be funded by the participants.

Life Insurance: The City is currently insured with Sun Life Financial. Maximizing multi-line discounts due to stop-loss, life, and disability written with one carrier, this affords a very strong underwriting position for the City. The City is coming off of a 3-year rate guarantee that started July 1, 2023 and is expiring June 30, 2026. The risk was marketed in a full request for proposal to seek competitive bids. Many carriers declined to offer quotes, due to the public safety risk in the overall census. However, the Sun Life position has proved to be advantageous for the City. Below are the current (expiring) and renewal life rates, offering a 6.9% reduction over current rates. Enrollment and reported salary have increased, so the premium may increase, but the underlying rate will see a substantial decrease, effective July 1, 2026. This also refreshes a rate guarantee, and these rates will expire on June 30, 2028.

The total life volume is $59,830,000 and assuming no fluctuation during the year, annual premium will decrease from $82,565 to $76,822.

Rates / $1,000 FY 2025-2026 FY 2026-2027 Percent Change Life Insurance $0.095 $0.087 -8.4%
AD&D Insurance $0.020 $0.020 0%
Combined Rate $0.115 $0.107 -6.9%
Long-Term Disability Insurance: The City provides long-term disability (LTD) coverage. This coverage is fully insured with Sun Life Financial. The end of a 3-year rate guarantee is June 30, 2026, and coverage was sent out to the market in a request for proposal. The expiring LTD rate is $0.42 per $100 of monthly covered benefit and includes an employee assistance program (EAP). The estimated Sun Life annual premium is $159,724 at current benefit volume and enrollments (premium is based on the reported salary of those enrolled). The Sun Life renewal rate effective July 1, 2026, is reducing to $0.385 per $100 of monthly covered benefit, or a reduction of 8.3%; the estimated annual premium decreases to $146,414, based on current salaries. The new rate guarantee expires on June 30, 2028.

Vision Insurance: The City is self-insured with Vision Service Plan (VSP) and this has been a longstanding partnership. VSP provides a strong network agreement and the City pays actual claims, subject to maximum allowances set by contract. This policy has not had a refresh of these benefit in many years, and some of the allowances for services are low, in comparison to industry standards and inflation. The City has requested VSP include an option to increase the claims allowances for frames and contact lenses from $120 per person to $150 per person, per benefit frequency. This is more in line with current benefit strategies and inflation, leading to higher employee satisfaction. The cost differential is minor. The annual cost is currently $53,727, and this change would increase cost to approximately $56,585, or a 5% increase, to an estimated $2,858 annually.

Agenda Staff Report
4/14/2026
Additional employee-paid benefit offerings: The Sun Life proposal includes two added employee options, based on coverage requests from employees. This includes coverage for additional term life insurance with a guaranteed minimum coverage at initial issue, as well as worksite products. The worksite products include short-term disability, accident, critical illness/cancer, and hospital indemnity options. These would be new offerings and 100% funded by employees. Short-term disability is requested quite often by employees, since the City does not pay into state disability coverage, and the employee must use accrued sick and/or vacation time to continue pay or go without pay to bridge the gap of the long-term disability waiting period. The City provides long-term disability coverage; benefits start on the 61st day of a covered disability. This STD coverage will give an employee the option to purchase coverage at their own expense, bridging the pay gap between the 8th day and the 60th day of disability. By offering this coverage, the premium is payroll deducted from the employee’s pay. The City would have no financial requirement to pay premiums, other than to transfer money between employees and the insurance carrier. Employers that offer voluntary benefits like these described have increased employee satisfaction and employee retention.

Staff recommend continuation of the City’s self-insured plans, including medical, prescription, dental, and vision renewing at the $200,000 Specific Stop Loss Deductible level, as described in this report, with the following plan partners:

Third Party Administrator United Medical Resources (UMR) Medical Management United Medical Resources (UMR)
IRS §125 Administrator United Medical Resources (UMR)
PPO Network United Heathcare Select Plus Networks
Specific Reinsurance Carrier Sun Life Financial
Aggregate Reinsurance Carrier Sun Life Financial
Pharmacy Benefit Manager SmithRx Pharmacy Benefit Manager Telemedicine Provider Teladoc contracted through UMR
Dental Administrator / Network Delta Dental of California Vision Administorator / Network Vision Service Plan (VSP) Health Savings Account Bank Optum Bank
Life and Disabity Provider Sun Life Financial
Voluntary Coverages (life/worksite) Sun Life Financial
Consultant / Broker Winton-Ireland Insurance Agency, Inc. dba: Winton-Ireland Strom & Green Insurance
Agency

3. FISCAL IMPACT / BUDGET AMENDMENT:

Medical Insurance: As medical claims costs can/will fluctuate, WISG and staff will continue to work diligently to come in under/at budget, monitoring claims and premiums continuously throughout the year. Stop-loss contracts provide a guaranteed maximum medical cost per employee per month at $2,422.48. However, the expected medical cost per employee per month is estimated at $1,861.78 (medical and Rx only). The rate guarantee will expire on June 30, 2027.

Dental Insurance: The City's dental claim costs have remained stable year over year and

Agenda Staff Report
4/14/2026
claims are virtually flat. There was a 4.6% increase in the total population covered, so it is proposed to remain at the current budget level of $86.23 per employee per month, or a 0% increase. The dental plan is self-insured (no reinsurance due to limited benefits inherent to dental coverage). A buy-up option is proposed, to be funded by the employees in the form of added premium from the base, and this would be approximately $122.29 per employee per month, or 24% higher than the base plan. The rate guarantee would end on June 30, 2027. While the buy-up would be funded by employee contributions, the base benefit would remain stable, with no fiscal change from current.

Vision Insurance: The City has a multi-year rate guarantee with the Vision Service Plan, which expires on December 31, 2028. This is also a self-funded plan, and administration fees will remain unchanged, claims will fluctuate. With the recommended benefit update, this would increase the annual cost by $2,858. Staff recommendation is to change the renewal period from the current January 1st cycle to a July 1st cycle. This will change the current administration rate guarantee from December 31, 2028, to June 30, 2028, but this aligns all contracts to one common date. Fiscal impact to the coverage is minor; there is no fiscal impact to change the renewal date, other than staff efficiencies.

Life Insurance: Rates will decrease and a new multi-year rate guarantee will start; premiums fluctuate based on enrolled census and salary estimates. Assuming a stable population, the total annual premium is estimated at $76,822 annually, or $15.85 per employee per month (down from $16.75 PEPM). The fiscal impact to the City is a $5,743 annual premium reduction on the entire group, or a 6.9% total rate reduction. Life rates will remain in effect until June 30, 2028.

LTD insurance: Rates will decrease at renewal July 1, 2026, and will start a new 2-year rate guarantee. Premiums will fluctuate based on enrolled census and salary estimates. Assuming a stable population, the total annual premium is estimated at $76,822 annually, or $30.20 per employee per month (down from $32.03). The fiscal impact to the City is a $13,310 annual premium reduction on the entire group, or a 8.3% total rate reduction. Long-term disability rates will remain in effect until June 30, 2028.

Additional benefit offerings: Sun Life voluntary and worksite offerings would be paid 100% by the participating employees and not City funded. There would be no fiscal impact to the City budget. However, by not offering additional coverage, reinsurance and life/long term disability rates could be affected, and multi-line discount may be lost, which would cause a fiscal change to the life/LTD coverage and reinsurance pricing.

The fiscal impact of these benefits is budgeted during the Fiscal Year 2026-2027 budget process throughout all impacted funds and accounts.

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:

Agenda Staff Report
4/14/2026

1. City Council could choose not to approve the agreement and direct staff to search for other plan alternatives that offer such products and services. This is not recommended as the City’s consultant/broker has performed an exhaustive market search for any/all alternatives from any/all sources in the City of Turlock market segment.

6. ATTACHMENTS:

1. Resolution

2. Renewal Summary Documents

3. Equivalent Rates and Contribution

4. Winton-Ireland Insurance Agency, Inc. - Professional Services Agreement

BEFORE THE CITY COUNCIL OF THE CITY OF TURLOCK
IN THE MATTER OF AUTHORIZING } RESOLUTION NO. 2026-
THE PLACEMENT OF INSURANCE }
CARRIER POLICIES AND THIRD-PARTY }
ADMINISTRATIVE AGREEMENTS }
BETWEEN THE CITY OF TURLOCK }
AND RELATED BENEFIT PARTNERS }
FOR EMPLOYEE HEALTHCARE, }
COVERING THE PERIOD OF JULY 1, 2026 }
TO JUNE 30, 2027 }
}
WHEREAS, the City of Turlock (City) uses a combination of self-insurance and reinsurance for medical, dental, and vision benefits for full-time employees; and WHEREAS, the City currently covers the first $200,000 of medical and prescription claims per claimant per plan year (July 1st through June 30th). This amount is known as the specific stop loss deductible (the retained risk by the City); and WHEREAS, for the $200,000 specific deductible for Fiscal Year 2026-2027, the reinsurance premium rate will increase by 9.7%, after our broker/consultant aggressively negotiated reinsurance, commencing July 1, 2026; and
WHEREAS, combining all fixed costs, the City will realize a fixed cost increase of

8.7% for the coming fiscal year. This is a blended rate increase with all fixed cost components (third-party administration fees, PPO access fees, medical management, pharmacy management, Teladoc, including the reinsurance cost increase); and WHEREAS, the City’s blended total benefit costs (adding claims to the fixed cost fees per member) are projected to remain flat for Fiscal Year 2026-2027; and WHEREAS, the City benefit costs should remain relatively stable year-over-year.

Based on favorable prior year results, and assuming cost containment recommendations are realized, budgeted claims cost for Fiscal Year 2026-2027 will be at $1,950.37 for medical, dental, and vision on a super-composite per employee per month basis; and WHEREAS, for the Fiscal Year 2026-2027 plan year, the City will offer two medical plan designs with one network choice for employees to elect during open enrollment. The plans are a traditional Preferred Provider Organization (PPO) plan as well as a highdeductible health plan (HDHP) with a health savings account (HSA) component; and WHEREAS, the City provides a self-funded dental insurance plan through Delta Dental of California. Delta Dental administration fees are flat year over year, and the current dental plan will be offered as a base plan with the employee option to buy up to a better plan; and
WHEREAS, the City provides vision insurance through Vision Service Plan (VSP).

Resolution No. 2026-

VSP benefits to be refreshed to keep up with inflation, with an estimated increase of $2,858 annually; and
WHEREAS, City provides life insurance through Sun Life Financial. Sun Life life insurance rates are reducing by 6.9%, for an estimated annual savings of $5,743; and WHEREAS, the City provides long term disability (LTD) through Sun Life Financial.

Sun Life LTD rates will reduce by 8.3% with an annual savings of approximately $13,310; and
WHEREAS, staff recommends continuation of the City’s self-insured plans, including medical, prescription, dental, and vision and continuing at the $200,000 Specific Stop-Loss Deductible level, adding voluntary and worksite plans, with the following plan partners:

Third Party Administrator United Medical Resources (UMR) Medical Management United Medical Resources (UMR)
IRS §125 Administrator United Medical Resources (UMR)
Specific Reinsurance Carrier Sun Life Financial
Aggregate Reinsurance Carrier Sun Life Financial
PPO Network UnitedHealthcare Select Plus Networks
Pharmacy Benefit Manager SmithRx
Telemedicine Provider Teladoc through UMR
Dental Administrator/network Delta Dental of California Vision Administrator/network Vision Service Plan (VSP)
Health Savings Account Bank Optum Bank
Life and disability provider Sun Life Financial
Voluntary coverages (life/worksite) Sun Life Financial
Consultant/Broker Winton-Ireland Insurance Agency, Inc., dba: Winton-Ireland Strom & Green
Insurance Agency
NOW, THEREFORE, BE IT RESOLVED the City Council of the City of Turlock does hereby authorize the placement of insurance carrier policies and third-party administrative agreements between the City of Turlock and related benefit partners for employee healthcare, covering the period of July 1, 2026 to June 30, 2027.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Turlock this 14th day of April 2026, by the following vote:

AYES:

NOES:

NOT PARTICIPATING:

ABSENT:

ATTEST:

Resolution No. 2026-

__________________________
Nichole Fiez, City Clerk,
City of Turlock, County of Stanislaus,
State of California

Administrator UMR UMR UMR UMR
Carrier SUN LIFE SUN LIFE SUN LIFE SUN LIFE
Plan Choice Expiring Offer Original Renewal Negotiated Renewal Option 1 Specific Deductible $200,000 $200,000 $200,000 $225,000 Monthly breakdown of the various applicable fees are stated as a "per employee per month" (PEPM) fee Specific stop loss laser position:

Contract stipulations:

Administration Fees EXPIRING
Initial
Renewal Negotiated Renewal Option: increase deductible
349 Medical Administration $41.19 $42.55 3.3% $42.55 3.3% $42.55 3.3% 349 COBRA & HIPAA Administration $1.16 $1.16 0.0% $1.16 0.0% $1.16 0.0% 349 Regulatory filing fees, mailing $4.25 $4.25 0.0% $4.25 0.0% $4.25 0.0% Utilization Review/PPO Access Fees
349 Medical Management $4.88 $4.88 0.0% $4.88 0.0% $4.88 n/a 349 Health Navigator & Clinical 360 $3.80 $3.80 n/a $3.80 n/a $3.80 n/a 349 PPO Access Fees/Repricing Included Included n/a Included n/a Included n/a 349 SmithRx Management Fee $5.00 $5.00 n/a $5.00 n/a $5.00 n/a 349 Aggregate Insurance Cost $12.34 $12.96 5.0% $12.96 5.0% $12.96 5.0% 349 Administration Cost PEPM $72.62 $74.60 2.7% $74.60 2.7% $74.60 2.7% Monthly Administration Costs $25,344 $26,035 2.7% $26,035 2.7% $26,035 2.7% Total Annual Administration Costs $304,133 $312,425 2.7% $312,425 2.7% $312,425 2.7% Total Annual Administration Costs #REF! #REF! #REF! #REF! #REF! #REF! #REF! Specific Stop Loss Deductible $200,000 $200,000 $200,000 $225,000 Contract Type (Incurred/Paid) PAID Contract PAID Contract PAID Contract PAID Contract Specific Stop Loss Premium
100 Single member enrolled $169.36 $193.65 14.3% $185.86 9.7% $182.36 7.7% 249 Families enrolled $489.44 $559.63 14.3% $537.14 9.7% $527.00 7.7% Monthly Specific Stop Loss Premium $138,807 $158,713 14.3% $152,334 9.7% $149,459 7.7% Annual Specific Stop Loss Premium $1,665,679 $1,904,554 14.3% $1,828,006 9.7% $1,793,508 7.7% A. Total Annual Fixed Costs $1,969,811 $2,216,979 12.5% $2,140,431 8.7% $2,105,933 6.9% Fixed Cost Percentage Increase 12.55% 8.7% 6.9%
Annual Aggregate Premium (Maximum claims cost) -3.5% -5.0% Aggregate Factors Include... Medical/Rx Medical/Rx Medical/Rx Medical/Rx Contract Type (Incurred/Paid) PAID Contract PAID Contract PAID Contract PAID Contract 100 Single member enrolled $839.00 $839.00 0.0% $839.00 0.0% $861.38 2.7% 249 Families enrolled $2,342.00 $2,342.00 0.0% $2,342.00 0.0% $2,404.56 2.7% B. Estimated Maximum Aggregate (120%) $8,004,696 $8,004,696 0.0% $8,004,696 0.0% $8,218,481 2.7% Total Annualized Max Costs (A+B) $9,974,507 $10,221,675 2.5% $10,145,127 1.7% $10,324,414 3.5% % Increase on Maximum Claims & Fixed Cost 2.5% 1.7% 3.5% C. Expected Claims (100% + 5% inflation) 1 $5,199,169 $5,459,127 $5,459,127 $5,509,127 Total Annualized Expected Costs (A+C) $7,168,980 $7,676,107 7.1% $7,599,559 6.0% $7,615,060 6.2% % Increase on Expected Claims & Fixed Cost 7.07% 6.01% 6.22% Current partners: UMR TPA, nationwide UHC Select Plus PPO network in CA/Choice Plus outside CA, SmithRx PBM.

Census as of February 2026. Final aggregate factors are determined month-by-month, after 12 full contract months but annualized here for comparison.

SunLife Health Navigator cost included above; howver, reinsurance is discounted to offset to a net zero cost. Clinical360, Hinge Health, Health Navigator included. If a member uses these services, City of Turlock has a 10% reduction to the deductible. In addition, adding SunLife voluntary plans also reduces the specific deductible by $5,000 for cancer claims.

City of Turlock 2026-27 Plan Year
Self-Funded Administration Cost Analysis
Renewal Date of 7/1/2026
RENEWAL CALCULATIONS AS OF 3/16/2026 - FIRM
Itemized View
No laser/no new laser position
Summary plan description mirroring, 45% renewal cap, 70/50/10 participating contract A.M. Best Rating "A+", Superior "A+", Superior "A+", Superior City of Turlock
2026 - 2027 Stop Loss Renewal

Self-Funded Renewal Snapshot
City of Turlock | Effective 7/1/2026
Current Expected Total Renewal Expected Total Annual Change $7,169,190 $7,599,782 $430,592
Current Expected PEPM Renewal Expected PEPM PEPM Change $1,711.84 $1,814.66 $102.82
Current Expected PMPM Renewal Expected PMPM PMPM Change $596.36 $615.64 $19.28
Renewal Fixed Costs Renewal Maximum Exposure Expected % Change $2,140,654 $10,145,350 6.0%
Renewal risk corridor 2025 EE count 2026 EE Count 14
20% (maximum factor) 335 349 4.2%
Minimum Expected Maximum
$7,057,366 $7,599,782 $10,145,350
Minimum shows the low end of cost risk, expected is the working renewal estimate, and maximum shows the upper exposure.

City of Turlock
Life & Accidental Death & Dismemberment Cost Analysis
Renewal Date: July 1, 2026
Option 1 Option 1 Option 2
SunLife SunLife Standard
Rates for Employer Sponsored Life & AD&D
Volume/month $59,830,000 $59,830,000 $59,830,000
Life rate per $1,000 $0.095 $0.087 $0.095
AD&D Rate per $1,000 $0.020 $0.020 $0.020
Estimated Monthly Premium $6,880 $6,402 $6,880
Estimated Annual Premium $82,565 $76,822 $82,565
Percentage Change (%) - -6.96% 0.00%
Dollar Change ($) - -$479 $0
Employer Sponsored Life Coverage Summary
Employee Life Amount 1.5 x salary plus $5,000 1.5 x salary plus $5,000 1.5 x salary plus $5,000 Council Life Amount $10,000 $10,000 $10,000
Guarantee Issue Limit $500,000 $500,000 $500,000
Rate Guarantee 24 months 24 months 36 months
Waiver of Premium Included Included Included
Accelerated Benefits Up to 75% Up to 75% Up to 80%
Portability & Conversion Included Included Included
Age Reduction Schedule 65% at 70, 50% at 75 65% at 70, 50% at 75 65% at 70, 50% at 75 Other carriers that declined to quote/not meeting underwriting requirements:

Humana DTQ due to risk
Guardian DTQ due to demographics
Principal DTQ due to risk
Lincoln DTQ due to risk
MetLife DTQ due to risk
Note that group life and disability coverage is driven by the following factors:

Police & fire = class 4 / hazardous occupations
Historically, in this category, there is high frequency and severity in injuries Catastrophic exposures, for example a single event with multiple lives involved If a carrier accepts the risk, rate loads for risk make them undesirable Prepared by: Winton-Ireland Strom & Green Insurance Agency

4/2/2026
City of Turlock
Long Term Disability Coverage (LTD)
Renewal Date: July 1, 2026
Current Renewal Option 1
Long-Term Disability (LTD) SunLife SunLife Standard
Group Sponsored Group Sponsored Group Sponsored
Rates for Employer Sponsored Long-Term Disability (LTD) Volume/month $3,169,121 $3,169,121 $3,169,121
Rate per $100 of covered payroll $0.42 $0.385 $0.360
Estimated Monthly Premium $13,310 $12,201 $11,409
Estimated Annual Premium $159,724 $146,413 $136,906
Percentage Change (%) - $0 $0
Annual Dollar Change ($) - ($13,310.31) ($22,817.67)
Employer Sponsored Long-Term Disability (LTD) Coverage
Elimination Period 60 days 60 days 60 days
Minimum Monthly Benefit $100 $100 $100
Maximum Monthly Benefit $10,000 $10,000 $10,000
Benefit Percentage 66.67% 66.67% 60%
Benefit Duration Up to SSNRA Up to SSNRA Up to SSNRA
Definition of Disability 2-yr own occupation 2-yr own occupation 2-yr own occupation Long-Term Disability (LTD) Coverage Highlights
Pre-existing limitation 3 / 3 / 12 3 / 3 / 12 3 / 3 / 12 Self-reported symptoms 24-month max benefit 24-month max benefit 24-month max benefit Mental/nervous conditions 24-month max benefit 24-month max benefit 24-month max benefit Chemical Dependency 24-month max benefit 24-month max benefit 24-month max benefit Survivor benefits 3-month lump sum 3-month lump sum 3-month lump sum Partial and Residual Disability Both included Both included Both included Social Security Integration Full family integration Full family integration Full family integration Conversion option Not included Not included Not included Other carriers that declined to quote/not meeting underwriting requirements:

Humana DTQ due to risk
Guardian DTQ due to demographics
Principal DTQ due to risk
Lincoln DTQ due to risk
MetLife DTQ due to risk
Note that group life and disability coverage is driven by the following factors:

Police & fire = class 4 / hazardous occupations
Historically, in this category, there is high frequency and severity in injuries Catastrophic exposures, for example a single event with multiple lives involved If a carrier accepts the risk, rate loads for risk make them undesirable Benefits shown are summarized for comparison purposes;
refer to the actual carrier quote for complete details of all plan parameters and rate stipulations.

Prepared by: Winton-Ireland Strom & Green Insurance Agency

Begin Date: July 2024
End Date: June 2025
2024-07 2024-08 2024-09 2024-10 2024-11 2024-12 2025-01 2025-02 2025-03 2025-04 2025-05 2025-06 Average/Total CITY OF TURLOCK (76413996)
Plan Cost Summary
Claim Summary
Billed $2,085,811 $1,782,146 $1,544,995 $1,913,772 $1,568,186 $1,995,864 $789,330 $1,371,235 $1,482,379 $2,184,944 $1,152,408 $1,568,440 $19,439,510 Not Covered $419,491 $380,915 $111,526 $309,293 $319,335 $210,534 $139,736 $162,020 $196,730 $913,361 $-500,395 $-169,151 $2,493,394 Covered $1,666,320 $1,401,231 $1,433,469 $1,604,479 $1,248,851 $1,785,330 $649,594 $1,209,215 $1,285,648 $1,271,583 $1,652,803 $1,737,592 $16,946,116 Discnt $1,261,542 $902,641 $1,027,723 $1,144,795 $925,385 $1,165,064 $357,298 $789,997 $870,853 $833,968 $1,280,100 $1,204,809 Amt. $11,764,176
Allowed $404,778 $498,590 $405,746 $459,684 $323,466 $620,266 $292,296 $419,218 $414,795 $437,615 $372,703 $532,783 $5,181,940 Deductible $10,366 $46,575 $26,769 $15,314 $19,537 $14,946 $14,079 $12,885 $14,162 $10,499 $12,427 $9,166 $206,725 Coinsurance $20,971 $19,889 $19,056 $14,628 $14,933 $20,186 $14,471 $24,849 $10,292 $15,994 $17,004 $10,600 $202,874 Copay $8,409 $9,029 $8,566 $9,326 $8,202 $9,774 $9,280 $6,772 $8,285 $7,865 $8,176 $7,885 $101,569 COB $39,332 $65,097 $17,270 $2,017 $998 $11,353 $1,439 $80,335 $18,892 $38,175 $1,277 $2,446 $278,630 Claims Paid By Relationship
Employee $159,162 $161,042 $190,108 $218,816 $55,901 $268,520 $72,493 $107,591 $111,674 $134,737 $90,317 $256,446 $1,826,809 Spouse $48,295 $86,520 $89,946 $99,467 $146,743 $96,126 $67,168 $68,040 $145,039 $193,357 $127,819 $114,507 $1,283,028 Dep / Chd $118,243 $110,438 $54,031 $100,116 $77,152 $199,360 $113,366 $118,746 $106,450 $36,789 $115,684 $130,432 $1,280,807 Plan Payment
Total Paid $325,700 $358,000 $334,085 $418,399 $279,797 $564,007 $253,027 $294,377 $363,163 $364,883 $333,820 $501,385 $4,390,644 % of Chrgs 15.62% 20.09% 21.62% 21.86% 17.84% 28.26% 32.06% 21.47% 24.50% 16.70% 28.97% 31.97% 22.59% SL Reimb.
$1,001 $0 $372,601 $0 $0 $0 $0 $0 $0 $49,852 $28,301 $20,980 $472,735 Net Paid $324,699 $358,000 $-38,516 $418,399 $279,797 $564,007 $253,027 $294,377 $363,163 $315,031 $305,519 $480,405 $3,917,908 Enrollment
Subscribers 330 329 329 332 333 332 333 331 337 343 346 346 335 Dependents 632 630 630 635 639 644 640 644 644 648 649 652 641 Members 962 959 959 967 972 976 973 975 981 991 995 998 976 Plan Cost Summary
Claims Cost $324,699 $358,000 $-38,516 $418,399 $279,797 $564,007 $253,027 $294,377 $363,163 $315,031 $305,519 $480,405 $3,917,908 Other Fees $7,429 $8,147 $5,560 $16,369 $19,238 $7,393 $1,830 $5,300 $4,981 $3,092 $19,062 $10,403 $108,806 Rx Invoices $35,774 $11 $2 $39 $201,176 $62,277 $225,074 $88,317 $86,819 $94,917 $50,811 $83,644 $928,859 Admin Fees $20,017 $20,054 $19,664 $20,114 $19,876 $20,717 $20,762 $20,220 $20,521 $20,701 $21,182 $21,019 $244,848 SLPremium $133,758 $134,067 $133,457 $135,208 $134,804 $135,027 $137,617 $134,387 $137,213 $138,077 $139,845 $139,622 $1,633,084 Optnl Fees $406 $414 $408 $414 $414 $740 $408 $340 $478 $413 $413 $413 $5,259 Ancillary $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Total Plan Cost (Claims and Fees)
Ttl Plan Cost $522,083 $520,692 $120,575 $590,544 $655,304 $790,161 $638,717 $542,942 $613,176 $572,231 $536,833 $735,505 $6,838,763 Per Emp. $1,582.07 $1,582.65 $366.49 $1,778.75 $1,967.88 $2,380.00 $1,918.07 $1,640.31 $1,819.51 $1,668.31 $1,551.54 $2,125.74 $20,414.22 Per Member $542.71 $542.95 $125.73 $610.70 $674.18 $809.59 $656.44 $556.86 $625.05 $577.43 $539.53 $736.98 $7,006.93 Produced by UMR InfoPort℠ on 07/02/2025 Plan Cost Summary 2024-2025 Page 1 of 1

Plan Pay
$898,447
Rebates
$271,707
Connect Savings
$482,612
PMPM
$75
Monthly Connect Savings & Rebates* Impact
$48.7K
$74.2K $73.6K $74.1K
$93.5K
$73.9K $71.9K $74.9K
$80.8K
$88.3K
$75.1K
$69.3K
$26.9K
$32.7K
$23.2K $25.3K
$26.9K
$17.8K $22.5K $19.4K $9.9K
$24.4K
$29.4K
$13.3K
$43.4K
$60.1K
$42.9K
$29.5K
$35.2K
$40.3K
$23.5K
$72.2K
$20.3K
$33.0K $48.5K
$33.9K
Total Net Plan Pay Issued Rebates Projected Rebates Connect Savings February March April May June July August September October November December January '26 $0
$20.0K
$40.0K
$60.0K
$80.0K
$100.0K
$120.0K
$140.0K
$160.0K
*The last six-nine months show rebate projections. Please keep in mind that these numbers are estimates, are subject to change, & should not be used to make financial planning decisions.

Generated by Looker on March 19, 2026 at 12:28 PM PDT

Connect ROI

10.1x
Realized Savings by Program Types
Month Access Plus Access Autoimmune Third Party Sourcing Diabetes Pharmacy Partner 2026-01 $11,962 $17,114 $0 $4,657 $189 $0
2025-12 $11,962 $8,775 $18,350 $9,301 $68 $0
2025-11 $0 $19,000 $0 $13,721 $258 $0
2025-10 $11,962 $8,220 $0 $0 $112 $0
2025-09 $11,962 $7,257 $39,365 $13,256 $336 $0
2025-08 $0 $3,125 $6,304 $14,040 $34 $0
2025-07 $7,785 $3,650 $12,485 $16,272 $68 $0
2025-06 $7,785 $800 $6,243 $20,072 $273 $0
2025-05 $11,889 $3,824 $6,243 $7,428 $68 $0
2025-04 $18,801 $7,363 $6,243 $10,444 $0 $0
2025-03 $18,801 $16,678 $5,993 $18,452 $183 $0
2025-02 $11,480 $18,986 $5,993 $6,892 $85 $0
Totals $124,389 $114,793 $107,219 $134,536 $1,675 $0
Top Drugs by Connect Savings
$107.6K
$80.3K
$57.8K
$55.8K
$43.1K
$39.8K
$26.9K
$18.2K
$9.2K
$7.5K
$6.6K
$6.0K
$3.9K
$2.4K
$2.1K
$2.0K
$2.0K
$1.7K
$1.7K
$1.5K
Access Plus
Diabetes
Pharmacy Partner
Third Party Sourcing
Autoimmune
Access
Tremfya
Yusimry
Rinvoq
Skyrizi
Dupixent
Simponi
Otulfi
Kesimpta
Taltz
Enbrel
Ozempic
Stelara
Eliquis
Farxiga
Mounjaro
Sunosi
Qulipta
Insulin
Tivicay
Prolia
Drug
Name
$0 $5.0K $10.0K $15.0K $20.0K $25.0K $30.0K $35.0K $40.0K $45.0K $50.0K $55.0K $60.0K $65.0K $70.0K $75.0K $80.0K $85.0K $90.0K $95.0K $100.0K $105.0K $110.0K $115.0K Generated by Looker on March 19, 2026 at 12:29 PM PDT

Monthly PMPM Makeup
$50
$75 $74 $74
$94
$74 $72 $75 $81 $87
$74 $68
$27
$33
$23 $25
$27
$18 $23 $19 $10
$24
$29
$13
$44
$61
$43 $29
$35
$40
$24
$72
$20
$33 $48
$33
$116 $116 $116 $116 $116 $116 $116
∅
Net Plan Pay Rebates Connect Savings Industry Benchmark PMPM March May July September November January '26
$0
$25
$50
$75
$100
$125
$150
PMPM Waterfall
$128
$6
$4
-$40
-$23
$75
Gross Plan Pay Core Admin Fee Connect Admin Fee Connect savings Rebates Net Plan Pay $0
$25
$50
$75
$100
$125
Gross Plan Pay
Claim & Member Count
979 986 997 1,003 999 995 1,000 1,000 999 1,010 1,016 1,021 532 518 512 461 447 432 478 454 454 458
499 500
Member Count Total Paid Claims
2025-02 2025-03 2025-04 2025-05 2025-06 2025-07 2025-08 2025-09 2025-10 2025-11 2025-12 2026-01 Month
0 1,000
Generated by Looker on March 19, 2026 at 12:28 PM PDT

A Note on Projected Rebates
The most recent two quarters use rebate projections. These figures are estimates, may be subject to change, & should not be relied upon for financial planning decisions Rebates
$26.9K
$32.7K
$23.2K
$25.3K
$26.9K
$17.8K
$22.5K
$19.4K
$9.9K
$24.4K
$29.4K
$13.3K
Total Issued Rebate Total Projected Rebates
February March April May June July August September October November December January '26 $0
$5.0K
$10.0K
$15.0K
$20.0K
$25.0K
$30.0K
*Rebate payments are issued quarterly, 7 months following the end of the claim quarter (eg- Q3 rebates are issued on 04/30) Generated by Looker on March 19, 2026 at 12:30 PM PDT

Top Therapy Areas by Plan Pay
229
119
20 21
137
72 17
135
300
$289,447
$183,948
$114,052
$111,552
$44,370
$43,540
$38,077
$33,636
$18,073
$16,629
Claim Count Plan Pay
Dermatologicals
Anti-Inflammatory
Diabetes - GLP-1
Psychotherapeutic And Neurological Agents - Misc.

Antivirals - HIV
Diabetes - Non-Insulin
Diabetes - Supplies
Endocrine And Metabolic Agents - Misc.

ADHD/Anti-Narcolepsy
Antihyperlipidemics
Plan Pay
Top Drugs by Plan Pay
Drug Name SmithRx Therapy Area Plan Pay Claim Count Unique Utilizer Count 1 Kesimpta Psychotherapeutic And Neurological Agents - Misc. $111,188 14 1 2 Dupixent Dermatologicals $110,343 38 3
3 Ozempic Diabetes - GLP-1 $73,353 79 10
4 Hyrimoz Anti-Inflammatory $66,642 11 1
5 Tremfya Dermatologicals $43,000 13 2
6 Simponi Anti-Inflammatory $41,509 13 1
7 Taltz Dermatologicals $40,484 3 1
8 Enbrel Anti-Inflammatory $39,356 6 1
9 Stelara Dermatologicals $36,795 3 1
10 Skyrizi Dermatologicals $32,260 4 2
11 Tymlos Endocrine And Metabolic Agents - Misc. $31,383 12 1 12 Mounjaro Diabetes - GLP-1 $29,252 27 4
13 Rinvoq Anti-Inflammatory $23,433 9 2
14 Descovy Antivirals - HIV $22,274 10 1
15 Tivicay Antivirals - HIV $22,027 10 1
16 Farxiga Diabetes - Non-Insulin $20,974 35 4
17 Omnipod Diabetes - Supplies $20,232 31 3
18 Opzelura Dermatologicals $19,495 10 1
19 Jardiance Diabetes - Non-Insulin $17,844 24 4
20 Dexcom Diabetes - Supplies $16,972 30 6
21 Paxlovid Antivirals - Seasonal $13,309 9 9
22 Trulicity Diabetes - GLP-1 $11,447 13 1
23 Ibsrela Gastrointestinal Agents - Misc. $10,963 6 1
24 Lisdexamfetamine ADHD/Anti-Narcolepsy $9,652 65 7
25 Lyumjev Diabetes - Insulin $9,200 6 1
Generated by Looker on March 19, 2026 at 12:30 PM PDT

Transitioned Connect Cases by Plan Savings
Drug Name Connect Program Type Connect Case Status Total Plan Savings Tremfya Access Plus Transitioned $107,576
Yusimry Autoimmune Transitioned $80,277
Rinvoq Third-Party Sourcing Transitioned $57,824
Skyrizi Third-Party Sourcing Transitioned $55,842
Otulfi Autoimmune Transitioned $26,942
Simponi Third-Party Sourcing Transitioned $20,870
Simponi Access Transitioned $18,906
Kesimpta Access Transitioned $18,186
Dupixent Access Plus Transitioned $16,813
Dupixent Access Transitioned $14,203
Dupixent Access Transitioned $12,100
Taltz Access Transitioned $9,200
Enbrel Access Transitioned $7,500
Stelara Access Transitioned $6,000
Eliquis Access Transitioned $2,298
Qulipta Access Transitioned $2,000
Sunosi Access Transitioned $2,000
Tivicay Access Transitioned $1,664
Eliquis Access Transitioned $1,599
Prolia Access Transitioned $1,500
Otezla Access Transitioned $1,500
Ozempic Access Transitioned $1,400
Farxiga Access Transitioned $1,375
Ozempic Access Transitioned $1,300
Ozempic Access Transitioned $1,200
Trulicity Access Transitioned $810
Ozempic Access Transitioned $800
Insulin Lispro Diabetes Transitioned $780
Lumigan Access Transitioned $760
Farxiga Access Transitioned $700
Ozempic Access Transitioned $700
Insulin Lispro Diabetes Transitioned $651
Repatha Access Transitioned $621
Repatha Access Transitioned $600
Mounjaro Access Transitioned $600
Januvia Access Transitioned $600
Mounjaro Access Transitioned $600
Januvia Access Transitioned $600
Mounjaro Access Transitioned $600
Ozempic Access Transitioned $500
Valtoco Access Transitioned $450
Ozempic Access Transitioned $400
Farxiga Access Transitioned $350
Mounjaro Access Transitioned $300
Opzelura Access Transitioned $300
Linzess Access Transitioned $270
Ozempic Access Transitioned $200
Insulin Lispro Diabetes Transitioned $137
Ozempic Access Transitioned $100
Insulin Lispro Junior KwikPen Diabetes Transitioned $58 All In Progress Connect Cases by Annualized Potential Savings Drug Name Connect Program Type Connect Case Status Total Annualized Savings Valacyclovir Cost Plus Drugs (CPD) In Progress $4,587
Trelegy Access In Progress $2,400
Mounjaro Access In Progress $1,800
Mounjaro Access New $1,800
Note: Annualized Connect savings figures assume members will fill through their Connect program consistently over a 1… Generated by Looker on March 19, 2026 at 12:31 PM PDT

©2025 United HealthCare Services, Inc.

Proprietary information of United HealthCare Services, Inc. Do not distribute or reproduce without express permission of United HealthCare Services, Inc. PACE v1.07a 1 CITY OF TURLOCK (76413996)
Plan Activity and Checkpoint Evaluation Report
Plan Year: Jul 2025
7/1/2025 - 2/28/2026
Contents

2. Dashboard & Leading Indicators

3. Enrollment & Claims Summary

4. Claims Summary - Payment Breakout

5. High-Cost Claimants - Sum & Top 20

6. Key Indicators

7. Network Utilization & Performance
Criteria
Report Period
 Current Year: Claims Paid 7/1/2025 - 2/28/2026
 Prior Year: Claims Paid 7/1/2024 - 2/28/2025
Group Data
 Data reported for all plans and locations - no limits  Detailed Rx data is from files provided by SmithRx
Normative Data
 Norm Groups: UMR Active Groups (excludes retiree-only)  Norm Period: Claims Paid 7/1/2025 - 2/28/2026
 Composition: 5,239 groups, 8.7 million members
 Rx norms restricted to groups whose Rx vendors provide UMR with detailed Rx data (app. 99% of groups)

©2025 United HealthCare Services, Inc.

Proprietary information of United HealthCare Services, Inc. Do not distribute or reproduce without express permission of United HealthCare Services, Inc. PACE v1.07a 2 CITY OF TURLOCK (76413996)
Plan Activity and Checkpoint Evaluation Report
Dashboard & Leading Indicators
Plan Year: Jul 2025
Current YTD: 7/1/2025 - 2/28/2026
Prior YTD: 7/1/2024 - 2/28/2025
Enrollment Trend vs. Cost Trend
 Cost increase was less than rate of population increase Med & Rx PYTD CYTD % Change vs. Enroll
All Members 968 1,002 3.5%
Total Paid $3,318,902 $3,373,501 1.6% -1.9 pts 
$0
$500
$1,000
$1,500
$2,000
$2,500
$3,000
$3,500
$4,000
0 200
400
600
800
1,000
1,200

PYTD CYTD
Enrollment
Total Paid
(x 1,000)
For more info see page 3
Cost Breakout - High-Cost Claimants vs. Non-HCC
 Favorable HCC trend offset by Non-HCC cost increase
Paid PMPM - Med & Rx PYTD CYTD % Change
High-Cost Claimants $50K+ $109.14 $89.86 -17.7% 
Non-High Cost $319.22 $330.81 3.6% 
All Members $428.36 $420.67 -1.8% 
$319.22 $330.81
$109.14 $89.86
$0
$100
$200
$300
$400
$500

PYTD CYTD
HCC
Non-HCC
For more info see page 5
Key Indicators
 Inpatient utilization decreased significantly, and paid per admit was much lower than last year
 ER utilization was down, and paid per visit was under last year's cost Metric PYTD CYTD % Change
Admissions per 1000 35.6 28.4 -20.2% 
Paid per Admission $38,721 $29,607 -23.5% 
ER Visits per 1000 178.1 172.1 -3.4% 
Paid per ER Visit $7,973 $7,306 -8.4% 
For more info see page 6
Other Factors Affecting Cost vs. Norm
 Demographics: Age & sex composition can change baseline cost expectations vs. norm  Timing: Claims maturity or seasonality can cause variances for a period of time  Benefit Design: Cost sharing with members directly impacts group responsible amounts  Cost Reduction: Both network utilization & provider discount/savings rates drive paid $$$ Metric (Cost Factor) Group Norm % Variance
Age/Sex Factor (Demographics) 0.8380 1.0000 -16.2% 
% of Paid Incurred Prior Year (Timing) 15.6% 14.8% 5.5%  Out-of-Pocket PMPM (Benefit Design) $52.53 $72.30 -27.3%  Total Discount/Save % (Cost Reduction) 63.9% 53.6% 19.2%  For more info see page 3 & page 7 (Discount Info)

©2025 United HealthCare Services, Inc.

Proprietary information of United HealthCare Services, Inc. Do not distribute or reproduce without express permission of United HealthCare Services, Inc. PACE v1.07a 3 CITY OF TURLOCK (76413996)
Plan Activity and Checkpoint Evaluation Report
Enrollment & Claims Summary
Plan Year: Jul 2025
Current YTD: 7/1/2025 - 2/28/2026
Prior YTD: 7/1/2024 - 2/28/2025
Enrollment Counts (based on average year-to-date membership) Relationship PYTD CYTD % Change
Employees 331 344 3.9%
Spouses/DP 191 198 4.0%
Children/Other 447 460 3.0%
Total Members 968 1,002 3.5%
Demographics Summary (based on total members)
Measure PYTD CYTD % Change UMR Norm
Average Family Size 2.9 2.9 -0.3% 1.9
Members % Female 47.7% 47.8% 0.3% 50.7%
Average Age 27.6 27.7 0.6% 35.8
Members % Age 65 + 0.7% 1.3% 78.9% 5.9%
Patient Counts (unique members with medical claim activity) # of Patients... PYTD CYTD % Change
w/ New Claims 705 750 6.4%
w/ New Claims or
Incurred Prior 767 802 4.6%
Payment per Member per Month
Benefit Type PYTD CYTD % Change UMR Norm
Med Paid PMPM $364.92 $337.19 -7.6% $452.71
Rx Paid PMPM $63.44 $83.48 31.6% $176.84
Med & Rx Paid PMPM $428.36 $420.67 -1.8% $629.55
Claims Summary
Dollar Amount
Prior Year-to-Date Current Year-to-Date % Change
New Claims Incurred Prior Total Claims New Claims Incurred Prior Total Claims New Total Medical Billed $10,155,642 $2,895,698 $13,051,340 $10,630,569 $1,635,881 $12,266,450 4.7% -6.0% (-) Ineligible $1,287,878 $764,972 $2,052,850 $2,269,597 $401,218 $2,670,815 76.2% 30.1% Medical Covered $8,867,763 $2,130,726 $10,998,490 $8,360,972 $1,234,664 $9,595,635 -5.7% -12.8% (-) Pricing Savings $6,090,259 $1,484,187 $7,574,446 $5,404,169 $729,146 $6,133,315 -11.3% -19.0% Medical Allowed $2,777,505 $646,539 $3,424,044 $2,956,802 $505,518 $3,462,320 6.5% 1.1% (-) Benefit Design $337,775 $41,037 $378,812 $384,908 $36,345 $421,253 14.0% 11.2% (-) COB $71,685 $146,156 $217,841 $288,793 $44,219 $333,012 302.9% 52.9% Medical Net Paid $2,368,045 $459,346 $2,827,391 $2,283,101 $420,966 $2,704,067 -3.6% -4.4% Rx Net Paid $471,627 $19,883 $491,511 $619,749 $49,686 $669,435 31.4% 36.2% Total Med & Rx Net Paid $2,839,672 $479,230 $3,318,902 $2,902,850 $470,651 $3,373,501 2.2% 1.6%  New Claims are incurred and paid in the plan year. Incurred Prior are paid or adjusted in the plan year but incurred in a prior year (service dates precede the plan year).  Benefit Design: out-of-pocket amounts, i.e., coinsurance, co-pay, and deductible. COB (Coordination-of-Benefits): Other insurer paid, including Medicare and Medicaid.

©2025 United HealthCare Services, Inc.

Proprietary information of United HealthCare Services, Inc. Do not distribute or reproduce without express permission of United HealthCare Services, Inc. PACE v1.07a 4 CITY OF TURLOCK (76413996)
Plan Activity and Checkpoint Evaluation Report
Claims Summary - Payment Breakout
Plan Year: Jul 2025
Current YTD: 7/1/2025 - 2/28/2026
Prior YTD: 7/1/2024 - 2/28/2025
Payment by Claim Category
Claim
Category
Prior Year-to-Date Current Year-to-Date % Change UMR Norm Total Paid Paid PMPM % of Total Total Paid Paid PMPM % of Total Paid PMPM Paid PMPM % of Total Inpatient $836,825 $108.01 25.2% $518,233 $64.62 15.4% -40.2% $107.76 17.1% Outpatient $1,213,147 $156.58 36.6% $1,203,354 $150.06 35.7% -4.2% $131.40 20.9% Physician $738,986 $95.38 22.3% $965,501 $120.40 28.6% 26.2% $205.17 32.6% Ancillary $38,433 $4.96 1.2% $16,979 $2.12 0.5% -57.3% $8.38 1.3% Total Med $2,827,391 $364.92 85.2% $2,704,067 $337.19 80.2% -7.6% $452.71 71.9% Rx $491,511 $63.44 14.8% $669,435 $83.48 19.8% 31.6% $176.84 28.1% Med & Rx $3,318,902 $428.36 100.0% $3,373,501 $420.67 100.0% -1.8% $629.55 100.0% Ancillary Services
include Durable
Medical Equipment,
prosthetics, some
drugs paid on the
medical plan, et al
Payment by Month
Month
Prior Year Current Year % Change
Avg # of
Members
Med Paid
New Claims
Med Paid
Incurred Prior
Total
Med Paid Rx Paid
Avg # of
Members
Med Paid
New Claims
Med Paid
Incurred Prior
Total
Med Paid Rx Paid
Total
Med Paid
Jul 964 $99,560 $226,140 $325,700 $27,134 986 $118,406 $165,559 $283,965 $89,111 -12.8% Aug 960 $240,284 $117,715 $358,000 $67,337 991 $222,703 $28,766 $251,469 $88,478 -29.8% Sep 960 $294,370 $39,716 $334,085 $46,714 996 $233,731 $175,446 $409,178 $72,336 22.5% Oct 968 $402,928 $15,471 $418,399 $78,614 996 $348,219 $4,844 $353,063 $75,550 -15.6% Nov 972 $264,762 $15,035 $279,797 $79,342 1,003 $279,913 $18,292 $298,205 $104,746 6.6% Dec 976 $531,421 $32,585 $564,007 $47,539 1,012 $364,692 -$8,275 $356,417 $82,708 -36.8% Jan 973 $243,467 $9,560 $253,027 $71,216 1,016 $373,865 $29,410 $403,275 $72,569 59.4% Feb 975 $291,253 $3,124 $294,377 $73,616 1,019 $341,572 $6,922 $348,494 $83,937 18.4% Mar 981 $362,061 $1,103 $363,163 $71,907
Apr 992 $363,984 $900 $364,883 $75,375
May 997 $332,953 $867 $333,820 $95,527
Jun 996 $501,935 -$549 $501,385 $71,022
YTD 968 $2,368,045 $459,346 $2,827,391 $491,511 1,002 $2,283,101 $420,966 $2,704,067 $669,435 -4.4% Full Year 976 $3,928,977 $461,667 $4,390,644 $805,341

©2025 United HealthCare Services, Inc.

Proprietary information of United HealthCare Services, Inc. Do not distribute or reproduce without express permission of United HealthCare Services, Inc. PACE v1.07a 5 CITY OF TURLOCK (76413996)
Plan Activity and Checkpoint Evaluation Report
High-Cost Claimants - Summary & Top 20
Plan Year: Jul 2025
Current YTD: 7/1/2025 - 2/28/2026
Prior YTD: 7/1/2024 - 2/28/2025
HCCs based on Med & Rx Combined
Metric
$25,000+ $50,000+ $100,000+
PY Full PYTD CYTD PY Full PYTD CYTD PY Full PYTD CYTD
# of High-Cost Claimants 53 29 27 17 10 7 6 3 2
~ % of All Members 5.43% 3.00% 2.69% 1.74% 1.03% 0.70% 0.61% 0.31% 0.20% Paid PMPM for HCCs $256.65 $196.63 $178.60 $148.84 $109.14 $89.86 $79.60 $50.01 $44.72 ~ % of Total Paid PMPM 57.9% 45.9% 42.5% 33.6% 25.5% 21.4% 17.9% 11.7% 10.6% Top 20 Claimants. Note: This report is not to be used for Stop Loss Disclosure or Notification. # Rltn Sex Age
Current
Status
PY* Full
Paid Total
CYTD
Paid Med
CYTD
Paid Rx
CYTD
Paid Total
Admits
(Days)
# of ER
Visits Highest Cost Diagnostic Group
1 Emp M 35 - 44 Active N/A $183,565 $0 $183,565 0 0 Multiple myeloma 2 Emp M 18 - 34 Active $1,813 $175,085 $0 $175,085 1 (2) 0 Benign neoplasms 3 Emp M 55 - 64 Active $72,764 $16,333 $79,171 $95,504 0 0 Spondylopathies & arthropathy 4 Sps M 18 - 34 Active $16 $86,929 $130 $87,059 0 1 Multiple sclerosis 5 Sps F 35 - 44 Active $442 $64,479 $71 $64,550 1 (1) 4 Hypertension 6 Sps F 45 - 54 Active $76,224 $1,876 $60,295 $62,170 0 0 Abnormal findings without diagnosis 7 Chd M < 01 Active N/A $52,669 $0 $52,669 1 (5) 0 Liveborn 8 Sps F 35 - 44 Active $17,059 $48,067 $47 $48,115 0 4 Abdominal pain & oth digestive/ab signs & symp 9 Sps M 55 - 64 Active $14,439 $45,061 $1,152 $46,213 0 0 Osteoarthritis & osteoporosis 10 Chd F 01 - 12 Active $74,065 $2,769 $41,020 $43,788 0 0 Rheumatoid arthritis & related disease 11 Sps F 45 - 54 Active $9,253 $39,968 $653 $40,620 0 3 Biliary tract disease 12 Sps F 18 - 34 Active N/A $39,552 $609 $40,161 1 (1) 0 Complications during the puerperium 13 Emp M 55 - 64 Active -$15,301 $37,895 $1,149 $39,044 1 (1) 1 Nonspecific chest pain 14 Chd F 01 - 12 Active $95 $33,011 $5,590 $38,601 1 (3) 1 Diabetes 15 Emp F 55 - 64 Active $105,119 $14,042 $23,769 $37,811 0 0 Oth nervous sys disords (hereditary or degen) 16 Chd F 13 - 17 Active $21,908 $4,504 $32,969 $37,473 0 0 Oth specified & unspec upper respiratory dz 17 Chd M 13 - 17 Active $47,639 $150 $36,277 $36,427 0 0 Other specified inflammatory condition of skin 18 Emp M 55 - 64 Active $33,449 $35,861 $326 $36,187 0 0 Skin cancer 19 Sps M 18 - 34 Active $32,065 $5,324 $30,656 $35,979 0 0 Other general signs & symptoms 20 Emp F 18 - 34 Active $48,088 $32,220 $103 $32,323 1 (3) 1 Maternal care related to fetal conditions * If “N/A”, the member is either a new enrollee in the current year or was not enrolled for a majority of the prior year and had no claims paid

©2025 United HealthCare Services, Inc.

Proprietary information of United HealthCare Services, Inc. Do not distribute or reproduce without express permission of United HealthCare Services, Inc. PACE v1.07a 6 CITY OF TURLOCK (76413996)
Plan Activity and Checkpoint Evaluation Report
Key Indicators
Plan Year: Jul 2025
Current YTD: 7/1/2025 - 2/28/2026
Prior YTD: 7/1/2024 - 2/28/2025
Measure (Count)
Prior
Year Full
Prior
YTD
PYTD %
of Full
Current
YTD Metric
Prior
YTD
Current
YTD % Change Norm
Admissions 40 23 58% 19 Admits per 1000 35.6 28.4 -20.2%  44.3 Admit Days 150 97 65% 42 Avg Length of Stay 4.2 2.2 -47.6%  4.9 Total Paid - Admits $1,389,753 $890,573 64% $562,524 Paid per Admit $38,721 $29,607 -23.5%  $29,264 Admits from ER 21 11 52% 9 % Admits from ER 47.8% 47.4% -1.0%  48.9% Readmissions 3 2 67% 0 Readmission Rate 8.7% 0.0% -100.0%  8.4% ER Visits 167 115 69% 115 ER Visits per 1000 178.1 172.1 -3.4%  214.8 ~ # potentially avoidable 29 20 69% 21 ~ % potentially avoidable 17.4% 18.3% 5.0%  17.7% Total Paid - ER $1,347,285 $916,840 68% $840,208 Paid per ER Visit $7,973 $7,306 -8.4%  $2,513 Urgent Care Visits 577 389 67% 447 UC Visits per 1000 602.5 668.9 11.0%  246.4 Total Paid - Urgent Care $49,469 $33,552 68% $33,026 Paid per UC Visit $86 $74 -14.3%  $123 PCP Office Visits 1,358 846 62% 1,038 PCP Visits per 1000 1,310.3 1,553.3 18.5%  2,035.1 Total Paid - PCP $95,283 $58,215 61% $68,860 Paid per PCP Visit $69 $66 -3.6%  $94 Specialist Office Visits 1,087 712 66% 782 Specialist Visits per 1000 1,102.7 1,170.2 6.1%  1,460.1 Total Paid - Specialist $119,217 $79,001 66% $88,146 Paid per Specialist Visit $111 $113 1.6%  $103 All Office Visits 3,033 1,966 65% 2,146 Office Visits per 1000 3,044.9 3,211.2 5.5%  3,792.5 Total Paid - Office Visits $252,341 $163,390 65% $177,208 Paid per Office Visit $83 $83 -0.6%  $100 Well Visits 396 274 69% 275 Well Visits per 1000 424.4 411.5 -3.0%  593.3 Telehealth Visits 659 428 65% 426 Telehealth Visits per 1000 662.9 637.5 -3.8%  764.0 Total Paid - Telehealth $75,436 $51,824 69% $64,770 Paid per Telehealth Visit $121 $152 25.6%  $113 OP Surgery Visits 101 59 58% 77 OP Surg Visits per 1000 91.4 115.2 26.1%  197.7 Total Paid - OP Surgery $618,726 $268,657 43% $369,570 Paid per OP Surgery $4,554 $4,800 5.4%  $5,313 Radiology Services (Std.) 1,268 903 71% 1,137 Std. Radiology per 1000 1,398.6 1,701.4 21.7%  2,953.6 Advanced Imaging Svcs. 206 146 71% 146 Adv. Imaging per 1000 226.1 218.5 -3.4%  517.4 Injectable Drugs Paid $21,905 $12,292 56% $203,304 Injectables Paid PMPM $1.59 $25.35 1497.9%  $39.01  Admissions & Visits reflect only covered visits that were initially processed in the period. ▪ Readmissions are based on patients readmitted for any reason within 30 days of discharge.  ER Visits are categorized as potentially avoidable based on primary and secondary diagnosis and do not necessarily indicate misuse of the ER for the patient's specific circumstances.  PCP (Primary Care Physician) Office Visits are based on provider specialty and may not be the member’s “designated” PCP.  Telehealth represents standard providers seen via remote electronic means. ▪ Standard Radiology includes X-rays & ultrasounds; Advanced Imaging includes CT scans, MRIs, et. al.

©2025 United HealthCare Services, Inc.

Proprietary information of United HealthCare Services, Inc. Do not distribute or reproduce without express permission of United HealthCare Services, Inc. PACE v1.07a 7 CITY OF TURLOCK (76413996)
Plan Activity and Checkpoint Evaluation Report
Network Utilization & Performance
Plan Year: Jul 2025
Current YTD: 7/1/2025 - 2/28/2026
Prior YTD: 7/1/2024 - 2/28/2025
Network Utilization & Discount/Savings by Claim Category (excludes COB Claims, Surprise Bills, and Telemedicine) Claim
Category
Prior Year-to-Date Current Year-to-Date
Covered Allowed Disc/Save Net Paid Paid In Ntwk % In Ntwk Covered Allowed Disc/Save Net Paid Paid In Ntwk % In Ntwk Inpatient $4,043,203 $843,927 79.1% $819,102 $819,102 100.0% $1,777,342 $552,980 68.9% $518,233 $518,233 100.0% Outpatient $3,712,915 $1,193,047 67.9% $1,082,482 $1,082,500 100.0% $4,304,190 $1,283,131 70.2% $1,132,404 $1,136,393 100.4% Physician $2,647,474 $882,367 66.7% $708,808 $705,588 99.5% $2,957,940 $1,130,949 61.8% $934,966 $933,950 99.9% Ancillary $139,952 $60,042 57.1% $38,433 $37,478 97.5% $80,395 $32,146 60.0% $16,806 $16,682 99.3% Total $10,543,545 $2,979,382 71.7% $2,648,825 $2,644,667 99.8% $9,119,868 $2,999,206 67.1% $2,602,409 $2,605,258 100.1% Discount/Savings by Network
Network
Prior Year-to-Date Current Year-to-Date
Covered Allowed Disc/Save ~ % Net Paid Covered Allowed Disc/Save ~ % Net Paid UnitedHealthcare Networks $10,312,458 $2,926,875 $7,385,583 71.6% $2,630,520 $8,826,505 $2,891,151 $5,935,354 67.2% $2,554,169 Primary Networks $10,312,458 $2,926,875 $7,385,583 71.6% $2,630,520 $8,826,505 $2,891,151 $5,935,354 67.2% $2,554,169 Cost Reduction & Savings
(Secondary Networks) $223,935 $45,405 $178,530 79.7% $14,196 $291,282 $106,051 $185,232 63.6% $51,089 Coordination-of-Benefits Claims $286,228 $275,895 $10,333 3.6% $27,792 $380,016 $367,412 $12,605 3.3% $18,045 Telemedicine Claims $8,554 $8,554 $0 0.0% $7,960 $9,196 $9,196 $0 0.0% $8,656 Out of Network $167,315 $167,315 $0 0.0% $146,923 $88,635 $88,510 $125 0.1% $72,108 All Claims $10,998,490 $3,424,044 $7,574,446 68.9% $2,827,391 $9,595,635 $3,462,320 $6,133,315 63.9% $2,704,067  In Network: Except for COB claims, those with a provider discount are counted as “In Network” even if not considered a “primary” or “tier 1” network, as are all claims with RBP savings.  Coordination-of-Benefits Claims: Network metrics exclude COB claims, those shared with another payer which can include Medicare, Medicaid, and other private insurance.  Telemedicine Claims: Claims from dedicated, national telemedicine providers (e.g., Teladoc®) - savings result from low service cost rather than provider discount or applied savings.  Out of Network. Claims with no primary or secondary network; includes Surprise Bills.

NETWORK UTILIZATION REPORT BY APPROVED AMOUNT (Excluding Orthodontics) Network PEPM Benchmark Benchmark
Delta Dental PPO $81.62 62.5% 53.8 % 75.3% 63.2%
Delta Dental Premier $38.76 29.7% 28.0 % 20.6% 27.2%
Non-Contracted $10.20 7.8% 18.2 % 4.1% 9.6%
TOTAL $130.57 100.0% 100.0 % 100.0% 100.0%
Note: Benchmark based on statewide averages. Results may vary due to benefit design, industry, age and area location.

NETWORK UTILIZATION REPORT BY UTILIZER COUNT (Excluding Orthodontics) Claim Network
Number of
Utilizers
Delta Dental PPO 574 68.8%
Delta Dental Premier 192 23.0%
Non-Contracted 68 8.2%
TOTAL 834 100.0%
Note: Utilizers are counted more than once if treated by multiple network providers.

Paid Period: March 01, 2025 - March 14, 2026
Provider Network as of Date of Service
Incurred Period: March 01, 2025 - February 28, 2026
Paid Period: March 1, 2025 - February 28, 2026
Approved Amount
Number of Approved
Procedures

DELTA DENTAL OF CALIFORNIA

CITY OF TURLOCK
Group Number: 05424
$357,316 5,880
$169,672 1,610
$44,649 318
$571,637 7,808
Delta Dental Actuarial
3/12/2026 4:34:45 PM

Delta Dental
Competitor Network Comparison Report
Metric
Geography
Specialty
Competitor Network
Base Network
Confirmed Providers Counts
Stanislaus County, CA
Endodontist, General Dentist, Oral Surgeon, Orthodontist, Pediatric Dentist, Periodontist, Prosthodontist, Unknown Aetna PPO II, Ameritas Classic PPO Plus, Anthem Dental Complete, BCBS CA PPO, Beam Dental PPO, Delta Dental PPO, Guardian PPO, M… Delta Dental PPO Plus Premier

0 50 100 150 200 250 300 350
Delta Dental PPO Plus Premier
Delta Dental PPO
Ameritas Classic PPO Plus
Principal PPO
Beam Dental PPO
Guardian PPO
Aetna PPO II
Unum PPO
Anthem Dental Complete
United Healthcare Options
MetLife PDP

BCBS CA PPO
310
263
239
219
211
193
188
186
172
142
141
129
310
263
239
219
211
193
188
186
172
142
141
129
Network Summary
A provider is confirmed as actively participating at an access point or facility location based on data from Fluent’s cross-payer dental database, Dentabase. The confirmation flag reflects claims activity within the past 60 days and other external sources.

Because claims activity is county-specific, a provider may be confirmed at the state level but not at the county level when filtered accordingly.

Report produced on: 3/12/2026 Data last updated on: 11/2025

City of Turlock
2026-27 Plan Year Active Employee Rates & Contribution Analysis Total Employee Employer Total Employee Employer
In lieu contribution $475.00 $0.00 $475.00 $237.50 $0.00 $237.50 Total Employee Employer Total Employee Employer
Employee only HDHP $1,250 $1,250 $52.08 $52.08
Employee only HDHP $2,100 $2,100 $87.50 $87.50
Total Employee Employer Total Employee Employer
Life & AD&D per $1,000 $0.107 $0.00 $0.107 $0.0535 $0.00 $0.0535 Total Employee Employer Total Employee Employer
Cost per $100 of benefit $0.385 $0.00 $0.385 $0.193 $0.00 $0.193 1 Life/AD&D and long term disability monthly premium will fluctuate, as these rates stated above are multiplied by salary to obtain premium.

Total Employee Employer Total Employee Employer
Employee only $954.02 $95.40 $858.61 $477.01 $47.70 $429.31 Employee/spouse $2,146.53 $214.65 $1,931.87 $1,073.26 $107.33 $965.94 Employee/child(ren) $2,051.13 $205.11 $1,846.02 $1,025.56 $102.56 $923.01 Family $3,005.14 $300.51 $2,704.63 $1,502.57 $150.26 $1,352.31 Total Employee Employer Total Employee Employer
Employee only $814.01 $81.40 $732.61 $407.00 $40.70 $366.30 Employee/spouse $1,831.50 $183.15 $1,648.35 $915.75 $91.58 $824.18 Employee/child(ren) $1,750.11 $175.01 $1,575.10 $875.05 $87.51 $787.55 Family $2,564.12 $256.41 $2,307.71 $1,282.06 $128.21 $1,153.85 Total Employee Employer Total Employee Employer
Employee only $46.26 $4.63 $41.63 $23.13 $2.31 $20.82
Employee/spouse $83.46 $8.35 $75.11 $41.73 $4.17 $37.56 Employee/child(ren) $91.48 $9.15 $82.33 $45.74 $4.57 $41.17 Family $127.54 $12.75 $114.79 $63.77 $6.38 $57.39
Total Employee Employer Total Employee Employer
Employee only $53.66 $12.03 $41.63 $26.83 $2.68 $24.15
Employee/spouse $96.81 $21.70 $75.11 $48.41 $4.84 $43.57 Employee/child(ren) $106.12 $23.78 $82.33 $53.06 $5.31 $47.75 Family $147.95 $33.16 $114.79 $73.97 $7.40 $66.58
Total Employee Employer Total Employee Employer
Employee only $8.37 $0.84 $7.53 $4.19 $0.42 $3.77
Employee/spouse $14.96 $1.50 $13.46 $7.48 $0.75 $6.73
Employee/child(ren) $14.80 $1.48 $13.32 $7.40 $0.74 $6.66 Family $22.68 $2.27 $20.41 $11.34 $1.13 $10.21
1 Employer paid coverage - member does not have a share of cost CITY PAID BENEFITS 457 DEFERRED
COMPENSATION 1

MONTHLY DEFERRED COMP SEMI-MONTHLY DEFERRED COMP
CITY HSA CONTRIBUTION 1 ANNUAL HSA DEPOSIT SEMI-MONTHLY HSA DEPOSIT varies by
employee election
varies by your
contribution
LIFE INSURANCE 1 MONTHLY RATE PER $1,000 SEMI-MONTHLY RATE PER $1,000 LONG TERM DISABILITY 1 MONTHLY RATE PER $100 SEMI-MONTHLY RATE PER $100

VISION SERVICE PLAN MONTHLY AMOUNTS SEMI-MONTHLY AMOUNTS 10% EMPLOYEE CONTRIBUTION

TRADITIONAL PPO MONTHLY AMOUNTS SEMI-MONTHLY AMOUNTS

HIGH DEDUCTIBLE HEALTH

PLAN PPO

MONTHLY AMOUNTS SEMI-MONTHLY AMOUNTS
DELTA DENTAL BASE PPO 1750 MONTHLY AMOUNTS SEMI-MONTHLY AMOUNTS

DELTA DENTAL BUY-UP PPO
3000

MONTHLY AMOUNTS SEMI-MONTHLY AMOUNTS
Rates effective 7/1/2026 and expire on 6/30/2027.

Refer to the City of Turlock Memorandum of Understanding (MOU) by bargaining group for complete details of cost share.

Winton-Ireland Insurance Agency, Inc. PO Box 3277
Toll free 800.790.4875 Turlock, CA 95381
Local 209.667.0995 [email protected]
Client: City of Turlock Effective July 1, 2026

CITY OF TURLOCK
Professional Services Agreement
Compensation Disclosure Agreement
Policy Year: July 1, 2026 through June 30, 2027
Client Name: City of Turlock
Gary Hampton, Interim City Manager
Consultant: Winton-Ireland Insurance Agency, Inc.

TIN: 94.2667917
Re: Healthcare Management Fees – Service & Compensation Disclosure Agreement This document shall serve as an agreement for professional healthcare risk management services and full compensation disclosure, as required by Section 202 of the Consolidated Appropriations Act, provided by Winton-Ireland Insurance Agency, Inc., herein after known as “Consultant”, for professional services provided to the City of Turlock, herein after referred to as “Client”.

The services provided to Client shall include a review and analysis of the healthcare risks and the preparation and delivery of a comprehensive healthcare risk financing plan, per the scope of services outlined in this agreement. This agreement may be extended to include other activities as mutually agreed and is not intended to be all-inclusive. The Consultant’s services shall be that of an advisor and subject-matter expert, offering professional services to the Client as summarized and agreed to in the scope of services listed below.

This document shall serve as the agreement for the terms and conditions of work to be performed, roles and responsibilities, and fees to be paid. Scope of services under this agreement shall be as follows.

The Consultant shall provide to the Client these specific services as follows:

1. Understand and support Client’s business goals and objectives.

2. Develop expertise and knowledge about unique aspects of the Client’s industry.

3. Conduct periodic strategic and tactical planning with Client’s key leadership.

4. Conduct ongoing claims cost analysis and review and communicate results to the Client.

5. Continually support the Client in adapting to changing regulatory and political actions.

6. Provide the Client with cost effective healthcare risk financing options.

7. Continually evaluate the structure and variables of Client’s current healthcare risk financing plan.

8. Prepare and deliver a periodic review of Client’s claims activity, as well as review and compare the Client’s historical healthcare risk costs and summarize in an easy-to-read format.

9. Evaluate and provide professional comparison using standard criteria, and recommend the services of various carrier partners, including but not limited to:
a. Ongoing review of potential third-party medical, dental, and vision plan administrators. b. Ongoing review of potential reinsurance carriers and/or fully insured carriers, depending on the risk climate, the line of coverage, and the overall cost to the Client.

Winton-Ireland Insurance Agency, Inc. PO Box 3277
Toll free 800.790.4875 Turlock, CA 95381
Local 209.667.0995 [email protected]
Client: City of Turlock Effective July 1, 2026

10. Prepare all medical underwriting data to enable appropriate healthcare risk financing solutions.

11. Customize benefit plan designs that match the client’s culture and business objectives, to be consistent with collectively bargained for employee benefits.

12. Provide tools and strategies to control employer’s health care costs.

13. Evaluate & recommend cost reduction alternatives including but not limited to:
a. Medical management vendors,
b. Transplant vendors and networks,
c. Aggressive claims strategies,
d. Direct contracting with both provider networks as well as working directly with medical providers if direct contracting is advantageous.

14. Support third party administrators/carrier with healthcare provider negotiations on behalf of the Client and plan members.

15. Consultant shall support the Client’s enrollment activities, assisting when necessary to enroll employees into the various healthcare options. The Consultant will also assist with maintaining census data with auditing assistance from the Client.

16. Oversee ongoing claims issues and work directly with both the Client as well as the Client’s plan participants to resolve claims issues and disputes.

17. Review and recommend alternative cost reimbursement methodologies including but not limited to narrow networks, various PPO or HMO alternative models, reference-based pricing, bundled pricing, negotiate contracts, transparency in pharmacy benefit management.

18. Provide ongoing employer education on current events and issues related to group healthcare plan risk financing and compliance.

19. Provide ongoing employee education on various topics such as benefits, coverage, and how to maximize benefits, as well as educating on being a smart healthcare consumer.

20. Hold employee enrollment meetings, including open enrollment support, on-demand educational opportunities, whenever needed.

21. Provide systems and technology to support proactive employee engagement.

22. Provide technology tools for enrollments, plan management, and service.

23. Evaluate and communicate to the employer the cost impact of chronic & critical Illnesses in the group.

24. Evaluate financial impact, communicate, and support compliance with relevant Federal and State healthcare plan laws and regulations, including but not limited to:
a. The Consolidated Omnibus Reconciliation Act of 1985 (COBRA) b. Employee Retirement Income Security Act of 1974 (ERISA) c. Health Insurance Portability & Accountability Act of 1996 (HIPAA) d. The Affordable Care Act of 2010 (ACA)
e. Family Medical Leave Act (FMLA), California Family Rights Act (CFRA), California Pregnancy Disability Act (PDL).

25. Assist Client with various tax filings, including but not limited to preparation, filing, and mailing of the IRS §6055/6056 (IRS Form 1095), PCORI fee filing, both required by the Affordable Care Act (ACA).

26. Prepare and present appropriate tax advantaged plans, including but not limited to flexible spending accounts (FSA), commuter FSA accounts, health reimbursement accounts (HRA), and health savings accounts (HSA).

27. Prepare and present appropriate ancillary products, including but not limited to, dental, vision, longterm disability, short-term disability, voluntary benefits, and GAP plans.

Winton-Ireland Insurance Agency, Inc. PO Box 3277
Toll free 800.790.4875 Turlock, CA 95381
Local 209.667.0995 [email protected]
Client: City of Turlock Effective July 1, 2026
Terms and Conditions of this agreement:

1. This agreement shall be effective July 1, 2026.

2. Consultant shall have no authority to handle cash or commit Client and any affiliated entities to any financial obligation, legal contract, insurance contract, or similar obligation without written approval of the Client.

3. Client shall make available to Consultant any and all technical, financial, operational, and insurance carrier data required to fulfill the obligations of this agreement. Client agrees that all such data and information shall remain confidential and shall not be disclosed without the prior authorization of the Client. Consultant shall also enter into a business associate agreement (BAA) with the Client to ensure compliance with the Health Insurance & Portability Act (HIPAA).

4. Client hereby authorizes Consultant to share relevant healthcare risk information and data about the Client’s business, employees, operations, and current healthcare risk financing plans when appropriate, to underwriters, vendors, carriers, or suppliers, and will be used for the sole purpose of marketing and/or placement of coverage, subject to all state and federal privacy regulations.

5. Any and all processes, systems, data, and material created by Consultant under this agreement shall remain the exclusive property of Client.

6. Consultant shall remain an independent contractor and shall be responsible for all their own operating expenses incurred and income taxes due on the fees paid under this agreement.

7. Client shall reimburse Consultant for travel and other expenses incurred subject to obtaining prior approval from Client for those expenses.

8. Any fees due to attorneys, accountants, or other professionals to complete any recommended projects shall fall outside the scope of this agreement and shall be the sole responsibility of Client.

9. Fees payable under this agreement will be according to the fee structure offered below subject to the terms of this agreement.

10. The fees payable under this agreement may be amended at any time subject to the written agreement of the Consultant and the Client.

11. This agreement shall be for a term of 12 months and automatically renewable. The agreement may be terminated or amended by either party with 60 days written notice.

12. Failure to pay the fees as agreed shall terminate all terms and conditions of this agreement on the last day of the month when the payment is due.

13. Consultant shall be held harmless from any civil or criminal penalties or fines and liabilities of the employer in connection with the legal obligations of the employer, under any aspect of employment law and federal or state employment regulations.

14. In the event of termination of this agreement, all fees earned through the phase of the project completed to date are due and payable.

15. This agreement shall apply in full to all successors and assignees.

16. This agreement shall be governed by the laws of the State of California.

Winton-Ireland Insurance Agency, Inc. PO Box 3277
Toll free 800.790.4875 Turlock, CA 95381
Local 209.667.0995 [email protected]
Client: City of Turlock Effective July 1, 2026
Fees are payable as follows and are negotiable:

Service fees are paid to the respective third-party administrators, then the third-party administrator pays the Consultant. Client pays fees monthly and are due on the 1st of each month. The Consultant reasonably expects to receive direct compensation for the placement of the below lines of coverage in the form of either a per employee per month (“PEPM”) fee or a commission paid by the carrier or vendor, in the amount indicated in the following table. Calendar year 2025, the consultant fees paid under this agreement were $198,419, which is the value we would expect in the coming year (unless the population fluctuates dramatically).

The Consultant does not provide the above-referenced services to the Client in the capacity of a plan fiduciary.

DIRECT COMPENSATION: direct service fees paid by Client to Consultant for plan administration.

Line of Coverage Fee Arrangement Basis 1
PEPM, Standard Commission,
Commission Schedule, or
Compensation Calculation
Medical reinsurance Carrier paid based on reinsurance premium 10% Service fee
Pass through for expenses related to
printing, postage, IRS filing fees, etc. that
would normally be paid by Client
$4.25 PEPM
Dental insurance Carrier paid based on paid claims $1.37 PEPM Vision insurance Carrier paid based on population $0.60 PEPM Life and LTD Carrier paid based on population 3% commission (average) INDIRECT COMPENSATION 2: there may be indirect compensation not directly related to the Client.

Indirect Compensation
Description Basis for Indirect Compensation Payer of Indirect Compensation Incentive-based compensation Based on overall book of business, including placement, retention, and growth Carrier or administrator 1 Fees will vary due to monthly fluctuation in the insured population. 2 The Consultant may earn additional compensation from insurers, vendors, or other third parties that cannot be calculated as of the time this disclosure is made, or prior to the date the Company’s executed, extended, or renewed contract is effective. For example, the Company may receive additional compensation contingent upon certain conditions being met, including, but not limited to, profitability, growth, retention, or the volume of services provided. Compensation may be in the form of additional commissions, bonuses, or benefits (referred to as “compensation”). Furthermore, we may receive corporate sponsorships for webinars, training, or other programming we provide for you and other clients, or for our own internal training.

Further, it is understood that if this document is not acknowledged within 15 days of the effective date listed on page 1, it will be deemed to be acknowledged and accepted by the client. ___________________________________ _____________________________ ___________________ Client Authorized Signature Title Date
___________________________________ _____________________________ ___________________ Consultant Authorized Signature Title Date
VP - Benefits 04/06/2026

City Council Staff Report
April 14, 2026
From: Adrienne Werner, Development Services Director
Prepared by: Tania Hernandez, Assistant Planner
Agendized by: Gary Hampton, Interim City Manager

1. ACTION RECOMMENDED:

Resolution: Declaring the Intention to Order Annexation No. 41 for the property located at 1143 9th Street, (Stanislaus County Assessor’s Parcel 043-011-016), to existing Community Facilities District No. 2 (Services Mitigation)

2. NARRATIVE:

In October 2004, the City completed a Fiscal Impact Analysis of new residential development on General Fund–supported services including police, fire, park maintenance, and planning. The analysis determined that General Fund revenues were insufficient to maintain both existing service levels and those envisioned in the General Plan. In response, the City Council adopted Resolution No. 2004-189, requiring that all new residential development not otherwise entitled under existing zoning be annexed into a Community Facilities District (CFD), commonly referred to as a Mello-Roos District, as a condition of project approval.

On October 26, 2004, the City Council established Turlock Community Facilities District No. 2 (CFD #2) to generate additional General Fund revenue through a special tax levied on residential properties. CFD #2 was phased in over a ten-year period. In 2013, the City Council authorized the retention of Economic Planning Systems, Inc. to evaluate the adequacy of the CFD #2 tax under then-current economic and fiscal conditions. The study concluded that the existing tax rates were sufficient to mitigate the public service impacts associated with new residential development. Concurrently, the City Council adopted an ordinance establishing policies and procedures governing annexation into CFD #2. Under this ordinance, any residential project within the City limits that could result in the development of one or more dwelling units—and that requires approval of a parcel map, subdivision map, General Plan amendment, rezone, planned development, area-wide plan, annexation, or discretionary permit pursuant to applicable provisions of the Turlock Municipal Code—must mitigate increased demand on public services (including police, fire, and park maintenance) by annexing into CFD #2.

Annexation No. 41
Annexation No. 41 proposes to annex one residential parcel into CFD #2. Vesting Tentative Parcel Map 2026-02 authorized the subdivision of a one-acre parcel located at 1143 9th Street (Stanislaus County Assessor’s Parcel No. 043-011-016) into three individual residential parcels. Annexation to CFD #2 is a required condition of approval for the parcel map.

The annexation process will be conducted over two City Council meetings. The first meeting initiates the proceedings, and it includes adoption of a Resolution of Intention. The second

Agenda Staff Report
4/14/2026
meeting, currently scheduled for May 26, 2026, includes the public hearing and property owner election. Because fewer than 12 registered voters reside within the proposed annexation area, the election may be held immediately following the public hearing. A certificate confirming that 12 or fewer registered voters reside within the annexation area has been filed with the City Clerk, as required by law.

The services funded by CFD #2—police, fire, and park maintenance—remain consistent with those identified at the time of the district’s formation.

3. FISCAL IMPACT / BUDGET AMENDMENT:

Annexation into CFD #2 will generate additional revenue to support General Fund-supported services. The special taxes on dwellings annexed into CFD #2 are not levied until the issuance of a Certificate of Occupancy for the dwelling. Accordingly, revenue generation is directly tied to the timing of development and occupancy.

For Fiscal Year 2025–2026, the annual special tax is $595 per multifamily unit and $760 per single-family unit. The special tax is subject to an annual 2% escalation, as established in the Rate and Method of Apportionment.

4. ENVIRONMENTAL DETERMINATION:

This action has been reviewed per the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the City's environmental regulations. The City, acting as the Lead Agency, determined that the ordinance is not subject to CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061(b)(3) of the State CEQA Guidelines, because it will not result in a direct or reasonably foreseeable indirect physical change to the environment as there is no possibility that the action would result in a significant environmental impact, and because it does not constitute a “project” as defined in Section 15378 of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3.

5. ALTERNATIVES:

1. Decline to adopt the Resolution of Intention to annex the subject property into CFD #2.

City staff does not recommend this option, as it would create a financial impact to the General Fund. CFD #2 provides funding for public safety and park maintenance services that would otherwise need to be supported by the General Fund.

2. Defer the annexation proceedings to a later date. City staff does not recommend this option because annexation into CFD #2 is a condition of the parcel map approval. Delaying the process increases the risk that the property will not be annexed, as the parcel map must be recorded within a specified timeframe once all requirements are satisfied. After recordation, annexation may become more difficult particularly if multiple property owners are involved.

6. ATTACHMENTS:

1. Draft Resolution of Intention for Annexation No. 41

2. CFD 2 Annexation No. 41 Map

Agenda Staff Report
4/14/2026

BEFORE THE CITY COUNCIL OF THE CITY OF TURLOCK
IN THE MATTER OF DECLARING } RESOLUTION NO. 2026-
THE INTENTION TO ORDER }
ANNEXATION NO. 41 FOR THE }
PROPERTY LOCATED AT 1143 9TH }
STREET, (STANISLAUS COUNTY }
ASSESSOR’S PARCEL 043-011-016), }
TO EXISTING COMMUNITY FACILITIES }
DISTRICT NO. 2 (SERVICES FOR }
MITIGATION) }
WHEREAS, this City Council (this “Council”) proposes to annex certain real properties more accurately known as 1143 9th Street, (Stanislaus County Assessor’s Parcel 043-011-016), (the “Subject Property”) to the existing community facilities district known as “City of Turlock Community Facilities District No. 2 (Services Mitigation)” (“CFD No. 2”) as authorized by Article

3.5 of the Mello-Roos Community Facilities Act of 1982 (the “Act”); and WHEREAS, the boundaries of CFD No. 2 are set forth on the boundary map for CFD No. 2, recorded on November 10, 2004, in Volume 3 of Maps of Assessment and Community Facilities Districts, page 3, official records of the Stanislaus County Recorder; and WHEREAS, the boundaries of the Subject Property are shown on a map entitled “Proposed Boundaries, Annexation No. 41, Community Facilities District No. 2,” which is on file with the City Clerk (the “Clerk”); and
WHEREAS, Sections 53339.2 and 53339.3 of the Act provides that legal proceedings for the annexation of property to a community facilities district pursuant to the Act shall be instituted by the adoption of a resolution of this Council declaring its intention as provided hereafter in this resolution;
NOW THEREFORE, BE IT RESOLVED by the City Council of the City of Turlock as follows:

1. This Council hereby finds and determines that public convenience and necessity require that the Subject Property be annexed to the existing territory of CFD No. 2.

2. The types of services proposed to be provided within the Subject Property are the same as for the existing area of CFD No. 2.

3. The plan for providing authorized services within the existing area and the Subject Property shall be the plan presently in existence, as the same may be revised from time to time by the City of Turlock (the “City”) or any agency of the City through which the City provides the authorized services.

4. Except where funds are otherwise available, a special tax will be annually levied on the Subject Property. Upon recordation of a notice of special tax lien pursuant to Section 3114.5 of the California Streets and Highways Code, a continuing lien to secure each levy of the special tax shall attach to all nonexempt real property included in the Subject

Resolution No. 2026-

Property, and this lien shall continue in force and effect in perpetuity or until the levy and collection of the special tax obligation by the City ceases. The rate and method of apportionment of the special tax shall be as previously established for CFD No. 2.

5. On the basis of the written consent and waiver form submitted to and on file with the Clerk by the Owner, as the landowner of 100% of the Subject Property, this Council hereby sets this same date, as soon as the matter may be heard following adoption of this resolution, in the Council Chambers located at City Hall, 156 South Broadway, Turlock, California, as the time and place for the public hearing on the proposed annexation. At the hearing, testimony of all interested persons and taxpayers for or against the proposed annexation will be heard and protests will be considered from both registered voters, if any, residing within CFD No. 2 and persons owning real property within CFD No. 2. As provided by the Act, written protests by a majority of the registered voters, if any, but including a minimum of six registered voters, or by the owners of a majority in area of the land within either the existing CFD No. 2 or the proposed annexation area will constitute a “majority protest” and will require the suspension of proceedings for at least one year. Written protests must be filed with the Clerk at or before the time fixed for the hearing.

6. It is anticipated that the special tax will be billed as a separate line item on the regular property tax bill of the County of Stanislaus. However, this Council reserves the right, under Section 53340, to utilize any method of collecting the special tax which it shall, from time to time, determine to be in the best interests of the City, including, but not limited to, direct billing by the City to the property owners and supplemental billing.

7. On the basis of the information set forth in that certain certificate entitled “Certificate re Registered Voters and Landowners,” on file with the Clerk, in the event that an election is held in these proceedings, it is the intention of this Council that the elector will be the Owner, as the sole landowner within the area of the Subject Property in accordance with Section 53339.7 of the Act.

8. This Council hereby authorizes and directs the publication by the Clerk of a notice of hearing, containing the matters specified by Section 53322 of the Act, one time in a newspaper in general circulation in the area of CFD No. 2, said publication to be completed no later than seven days prior to the date of the public hearing.

Resolution No. 2026-

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Turlock this 14th day of April, 2026, by the following vote:

AYES:

NOES:

ABSTAIN:

NOT PARTICIPATING:

ABSENT:

ATTEST:
___________________________
Nichole Fiez, City Clerk
City of Turlock, County of Stanislaus,
State of California

BEING A PORTION OF LOT 44 OF WRIGHT SUBDIVISION, FILED IN VOLUME 1 OF MAPS, PAGE 50, S.C.R., LYING IN THE SOUTHWEST QUARTER OF SECTION 23, T. 5 S., R. 10 E., M.D.M., CITY OF TURLOCK, COUNTY OF STANISLAUS, STATE OF CALIFORNIA COMMUNITY FACILITIES DISTRICT NO. 2 PROPOSED BOUNDARIES OF ANNEXATION NO. 41 CITY OF TURLOCK

PRELIMINARY COUNTY RECORDER'S STATEMENT
R G
D 200 100
0 200 400 E. LINWOOD AVENUE CITY CLERK'S CERTIFICATE
R
D
G GDR ENGINEERING, Inc.
9th STREET

BOXWOOD WAY

BAYWOOD LANE

AMBERWOOD LANE

ROCKWOOD AVENUE
5th STREET
AMBERWOOD LANE APN 043-011-016 41,625+/- S.F. (0.96+/- ACRES)

ENGLISH AVENUE

BRICHWOOD WAY

ELMWOOD COURT ROSEWOOD DRIVE IRONWOOD DRIVE CLOVER DRIVE VICINITY MAP SITE R G
D

LANDER AVENUE
9th STREET BOXWOOD WAY

BAYWOOD LANE
AMBERWOOD LANE E. GLENWOOD AVENUE

ROCKWOOD AVENUE
STATE ROUTE 99
5th STREET
1ST STREET

F STREET SOUTH AVENUE
5TH STREET

AMBERWOOD LANE

ENGLISH AVENUE

AMBERWOOD LANEBLOSSOM DRIVE
FERNWOOD DRIVE E. LINWOOD AVENUE

LANDER AVENUE
8th STREET
9th STREET

City Council Staff Report
April 14, 2026
From: Christopher Fisher, Municipal Services Director
Prepared by: Oscar Molina, Assistant Engineer
Agendized by: Gary Hampton, Interim City Manager

1. ACTION RECOMMENDED:

Motion: Accepting improvements for City Project No. 24-010 "Fire Station No. 31 SCBA Compressor" and authorizing the City Engineer to file a Notice of Completion.

2. NARRATIVE:

The project modified a portion of Fire Station No. 31 to accommodate the Fire Department’s newly acquired Self-Contained Breathing Apparatus (SCBA) compressor, which is larger than the existing unit. The previous compressor had reached the end of its service life, and the room lacked adequate ventilation. Improvements included enlarging the room and upgrading ventilation to ensure safe, efficient operation of current and future compressor equipment.

The main elements of the scope of work for this project consist of:
• Interior alteration to enlarge existing SCBA room
• Electrical and mechanical modifications to accommodate new compressor equipment • Removal and installation of new compressor equipment, including structural anchorage.

Change Order Summary:

Amount Approval Date
Original Contract $141,205.00 7/8/2025
Change Order No. 01 $2,658.39 9/25/2025
Change Order No. 02 (Final) ($686.00) 2/12/2026
Adjusted Total Contract $143,177.39
Change Orders No. 01 and 02 were approved by the City Engineer in accordance with the City's change order policy identified in Resolution 2025-007.

A summary of work performed by change order is provided below. • Change Order No. 01 - $2,658.39
o A backdraft damper was added to the louver near the compressor unit to improve energy efficiency and air flow in the compressor room. • Change Order No. 02 - ($686.00) Credit

Agenda Staff Report
4/14/2026
o Bollards were removed from the parking area near the compressor room expansion as they were deemed to be unnecessary.
o A new paper towel dispenser was added to a restroom.

3. FISCAL IMPACT / BUDGET AMENDMENT:

The total project costs are presented below:

Description Cost
Preliminary Engineering
- City Staff
$40,502.33
Adjusted Construction Contract
- Creative Property Renewal
$143,177.39
Construction Engineering
- City Staff
$10,106.60
Architect Fee
- WMB Architects
$44,463.05
Asbestos Survey
- Bovee Environmental
$625.00
Materials Testing
- BSK Associates
$748.50
Building Permit Fee $2,793.39
Total Project Costs $242,416.26
The projects costs above were expended as presented below:

Project costs prior to Fiscal Year 2025-2026 $79,381.88 Project costs in Fiscal Year 2025-2026 $163,034.38
Total Project Costs $242,416.26
Out of the $163,034.38 costs that were expended in the 2025-2026 fiscal year, $117,715.44 was expended out of Fund 240 "Minor Equipment Fire Station" account number 240-00- 000-306.44030_004 "Minor Equipment Fire Station" and the remaining $45,318.94 were expended out of Fund 110 "General Fund" account number 110-30-300.43120_005 "Building Maintenance Repairs".

4. ENVIRONMENTAL DETERMINATION:

On July 8, 2025, the City Council determined the project to be exempt from the provisions of CEQA in accordance with Section 15301 (Existing Facilities) of the CEQA guidelines as the project involves negligible or no expansion of use in the existing facilities.

5. ALTERNATIVES:

A. Council could choose to deny authorizing the City Engineer to file the Notice of

Agenda Staff Report
4/14/2026
Completion. Staff does not recommend this alternative. The project is complete, and recordation of a Notice of Completion is the appropriate and customary step to formally close out the contract and establish the statutory claim periods available to any subcontractors or suppliers who provided services under the contract.

B. Council could choose to continue this item to a future meeting to allow staff to provide additional information or clarification regarding the project closeout. Staff does not recommend this alternative, as the project has been completed and recording the Notice of Completion will initiate the statutory lien period and allow the City to proceed with final contract closeout.

C. Council could authorize the filing of the Notice of Completion and provide additional direction to staff regarding project documentation, reporting, or future improvements.

6. ATTACHMENTS:

1. Notice of Completion

2. Final Quantities

Attachment A
RECORDED AT THE REQUEST OF:

CITY OF TURLOCK
WHEN RECORDED MAIL TO:

CITY OF TURLOCK

OFFICE OF THE CITY CLERK
156 S. BROADWAY, SUITE 230
TURLOCK, CA 95380-5454

NOTICE OF COMPLETION
CITY PROJECT NO. 24-010
FIRE STATION NO. 31 SCBA COMPRESSOR
Notice is hereby given that work on the above-referenced project located at 540 East Marshall Street, Turlock, CA was completed by the undersigned agency on April 14, 2026.

The contractor of work is Creative Property Renewal, of Stockton, California, and the owner is the City of Turlock, 156 South Broadway, Suite 150, Turlock, California. Kindly refer to said Project Number on all communications relating to this work.

Date:
(Signature- William D. Morris, P.E., City Engineer, Owner’s Agent), City of Turlock

VERIFICATION
I, the undersigned, City Engineer of the owner of the aforesaid interest, have read this notice; I know and understand the contents thereof; and the facts stated therein are true of my own knowledge.

I declare under penalty of perjury that the foregoing is true and correct.

CITY OF TURLOCK
___________________________
WILLIAM D. MORRIS, P.E.

CITY ENGINEER
OWNER’S AGENT
Executed on April 15, 2026 at Turlock, California, Stanislaus County

FINAL QUANTITIES
City Project No: 24-010
Project Title: Fire Station No. 31 SCBA Compressor Room Item Unit Contractor's Final Actual Final Actual Bid Bid Total No. of Measure Unit Price Quantities Amount Quantities Amount Difference 1 LS $ 18,150.00 1.00 $ 18,150.00 1.00 $ 18,150.00 $ -
2 LS $ 9,720.00 1.00 $ 9,720.00 1.00 $ 9,720.00 $ -
3 LS $ 11,040.00 1.00 $ 11,040.00 1.00 $ 11,040.00 $ -
4 LS $ 14,725.00 1.00 $ 14,725.00 1.00 $ 14,725.00 $ -
5 LS $ 4,200.00 1.00 $ 4,200.00 1.00 $ 4,200.00 $ -
6 LS $ 9,730.00 1.00 $ 9,730.00 1.00 $ 9,730.00 $ -
7 LS $ 17,312.00 1.00 $ 17,312.00 1.00 $ 17,312.00 $ -
8 LS $ 14,400.00 1.00 $ 14,400.00 1.00 $ 14,400.00 $ -
9 LS $ 2,640.00 1.00 $ 2,640.00 1.00 $ 2,640.00 $ -
10 LS $ 20,000.00 1.00 $ 20,000.00 1.00 $ 20,000.00 $ - 11 LS $ 13,200.00 1.00 $ 13,200.00 1.00 $ 13,200.00 $ - 12 LS $ 4,528.00 1.00 $ 4,528.00 1.00 $ 4,528.00 $ -
13 LS $ 1,560.00 0.00 $ - 1.00 $ 1,560.00 $ (1,560.00)
$ 139,645.00 $ 141,205.00 $ (1,560.00)
C.O. #

1.1 LS $ 2,658.39 1.00 $ 2,658.39 $ 2,658.39

2.1 LS $ (686.00) 0.00 $ (686.00) $ (686.00)
$ 1,972.39 $ - $ 1,972.39
$ 141,617.39 $ 141,205.00 $ 1,972.39
Item Description
Mobilzation and Demobilization
SUB-TOTAL CONTRACT ITEMS =
Mechanical
All Other Work Not Included within the Bid Items Above
Electrical
Pipe Bollard
Bid Alternate 2
Base Bid
TOTAL PROJECT =
Remove Existing Improvements
Site Work
Interior Room Alterations
Patchwork
Restroom Alterations
Electrical
Mechanical
Structural

CHANGE ORDERS
Change Order No. 01
Change Order No. 02
SUB-TOTAL CHANGE ORDER ITEMS =

City Council Staff Report
April 14, 2026
From: Isaac Moreno, Finance Director
Prepared by: Nadine Silva, Principal Accountant
Agendized by: Gary Hampton, Interim City Manager

1. ACTION RECOMMENDED:

Rescinding Resolution 2025-083 and adopting a new resolution designating the authorized signatures for the City of Turlock bank accounts with Westamerica Bank

2. NARRATIVE:

On May 27, 2025 the City Council approved Resolution 2025-083 designating the authorized signers on the various City bank accounts with WestAmerica Bank. These signers are authorized to endorse on behalf of the City of Turlock any checks or other items payable to the organization or its order, to deposit such checks and other items into the account with or without such endorsement, and to direct withdrawals from the account by check drawn on the account or otherwise, include withdrawals payable to anyone who is an authorized signer.

With the change of Interim City Manager, the signature cards for the City's bank accounts with WestAmerica Bank need to be updated.

3. FISCAL IMPACT / BUDGET AMENDMENT:

No 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:

1. Not update the signature cards with WestAmerica Bank and utilize another signer to sign demands and payroll checks.

2. Remove the Interim City Manager position as a signer and not add another signer to the WestAmerica Bank accounts.

6. ATTACHMENTS:

1. Draft Authorized Bank Signatures Resolution

BEFORE THE CITY COUNCIL OF THE CITY OF TURLOCK
IN THE MATTER OF RESCINDING } RESOLUTION NO. 2026-XXX
RESOLUTION NO. 2025-083 AND ADOPTING }
A NEW RESOLUTION DESIGNATING THE }
AUTHORIZED SIGNATURES FOR THE CITY }
OF TURLOCK BANK ACCOUNTS WITH }
WESTAMERICA BANK }
}
WHEREAS, on May 27, 2025 the City Council adopted Resolution No. 2025-083 designating the authorized signers on the various City bank accounts with WestAmerica Bank; and
WHEREAS, the City has experienced signatory changes since the adoption of Resolution No. 2025-083; therefore, the signature cards need to be updated; and WHEREAS, the City Manager of the City of Turlock is authorized to open or maintain the accounts with WestAmerica Bank contained in the Bank’s signature card and agreement; and
WHEREAS, the persons or combinations of persons listed as signers on the signature card are authorized to endorse, on behalf of the organization, any checks or other items payable to the organization or its order, to deposit such checks and other items into the account with or without such endorsement, and to direct withdrawals from the account by check drawn on the account or otherwise, including withdrawals payable to anyone who is an authorized signer.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Turlock does hereby ratify and confirm the acts of its officers, agents or employees in heretofore opening these accounts with WestAmerica Bank together with any acts performed in relation thereto.

BE IT FURTHER RESOLVED, that the City Council of the City of Turlock does hereby rescind Resolution No. 2025-083 and adopt a new Resolution designating the following authorized individuals to sign on the City of Turlock bank accounts as follows:

Accounts Payable Account
Amy Bublak, Mayor
Isaac Moreno, Finance Director
Michael Abram, City Treasurer
Nadine Silva, Principal Accountant
Gary Hampton, Interim City Manager

Resolution No. 2026-XXX

Payroll Account
Amy Bublak, Mayor
Isaac Moreno, Finance Director
Michael Abram, City Treasurer
Jessie Dhami, Human Relations Director
Gary Hampton, Interim City Manager
Workers Comp Account
3 Designees from Keenan
Alison Arias, Principal Human Relations Analyst
Isaac Moreno, Finance Director
Daily Receipt Account
Isaac Moreno, Finance Director
Nadine Silva, Principal Accountant
Preferred Public Money Market Savings Account
Isaac Moreno, Finance Director
Michael Abram, City Treasurer
Nadine Silva, Principal Accountant
Christmas Account
Alison Arias, Principal Human Relations Analyst
Isaac Moreno, Finance Director
Jessie Dhami, Human Relations Director
PASSED AND ADOPTED at a regular meeting of the City Council of the City of 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

City Council Staff Report
April 14, 2026
From: Isaac Moreno, Finance Director
Prepared by: Angelica Gonsalves, Customer Service Supervisor Agendized by: Gary Hampton, Interim City Manager

1. ACTION RECOMMENDED:

Approving Amendment No. 4 to an Agreement between the City of Turlock and ABS Direct, Inc. for laser printer and mailing services of utility billing, utility delinquent notices, and business license renewals, to change the current total compensation amount from $880,000 to $1,013,200 for the duration of the contract.

2. NARRATIVE:

On October 12, 2021 the City Council approved an Agreement with ABS Direct, Inc. for laser printer and mailing services for utility billing, utility delinquent notices, and business license renewals. The City currently processes approximately 19,735 utility bills per month, 760 utility delinquent notices, 2,408 business license renewals, and 604 business license delinquent notices biannually. In addition, from time to time, the City will insert flyers into the utility bill mailers in order to inform the public of events, important information, and watering schedules for the season. Due to the large volume of notices that need to be processed on a monthly basis the City has always contracted with an outside agency in order to meet the printing and mailing demands of the City.

On May 1, 2023 the City Manager approved Amendment No. 1 to include an additional scope of work of the pricing schedule pertaining to folding, inserting, and mail distribution to the United States Post Office. Per TMC 2-7-08 (e) (2) the City Manager shall have the authority to approve in writing any amendment directing an addition, deletion, or revision in such contract, including contract price, plans, specifications, and the nature or quality of services, equipment, supplies or work.

On July 11, 2023 City Council approved Amendment No. 2 to increase the annual compensation of $200,000 and not to exceed $880,000 for the contract period to replenish envelope stock for utility bills and utility delinquent notices.

On November 25, 2024 City Manager approved Amendment No. 3 to eliminate the annual compensation of $200,000 only.

Recently, the City has had to replenish the stock of 250,000 window envelopes for the outgoing utility bills and utility delinquent notices to meet the demand for the remaining contract period. Due to this and the rise in postage costs, additional compensation is being requested.

3. FISCAL IMPACT / BUDGET AMENDMENT:

There is adequate funding available in the applicable operating accounts in Fiscal Year 2025-2026, and no additional funds are necessary or requested to be appropriated at this time.

Agenda Staff Report
4/14/2026

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 “organization 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:

Alternative 1: Reject the agreement and direct staff to reissue a solicitation.

Alternative 2: Direct staff to perform the work in-house. This could shift workload from other priorities and increase the costs of printing and mailing out monthly utility bills.

6. ATTACHMENTS:

1. ABS Direct Amendment No. 4

CITY CONTRACT NO. 2022-033, Amendment No. 4
04/2026 {PLA}
AMENDMENT NO. 4
to the
Agreement between the

CITY OF TURLOCK
and
ABS DIRECT, INC.

THIS AMENDMENT NO. 4, dated April 14, 2026, is entered into by and between the CITY OF TURLOCK, a California municipal corporation (hereinafter "CITY") and ABS DIRECT, INC., a California corporation, (hereinafter "PROFESSIONAL”).

WHEREAS, the parties hereto previously entered into an Agreement dated November 1, 2021, whereby PROFESSIONAL will perform professional services to assist City with printing and mailing services (hereinafter the “Agreement”).

WHEREAS, on May 1, 2023, the parties entered into Amendment No. 1 to the Agreement dated November 1, 2021, whereby PROFESSIONAL was to perform additional work in accordance with Exhibit A to Amendment No. 1.

WHEREAS, on July 11, 2023, the parties entered into Amendment No. 2 to the Agreement dated November 1, 2021, whereby CITY had a need to replenish envelope stock for outgoing utility bills and utility delinquent notices in accordance with Exhibit B to Amendment No. 2.

WHEREAS, on November 25, 2024, the parties entered into Amendment No.3 to the Agreement dated November 1, 2021 whereby CITY had to remove the annual compensation of $200,000.00 to avoid limits to increases in mailers.

NOW, THEREFORE, the parties hereto mutually agree to amend said Agreement as follows:

1. Paragraph 6 of the Agreement is amended to read as follows:
”6.1. COMPENSATION: CITY agrees to pay PROFESSIONAL
additional compensation in the amount of One Hundred Thirty-Three Thousand Two Hundred and No/100ths Dollars ($133,200.00). The compensation for completion of all items of work, as set forth in the Agreement and Amendment No. 1 shall not exceed One Million Thirteen Thousand Two Hundred and No/100ths Dollars ($1,013,200.00) Such maximum amount shall be compensation for all of PROFESSIONAL's expenses incurred in the performance of the Agreement and any subsequent Amendments.”

CITY CONTRACT NO. 2022-033, Amendment No. 4
04/2026 {PLA}

2. 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.

3. All other terms and conditions of the Agreement shall remain in full force and effect.

Signatures on following page

CITY CONTRACT NO. 2022-033, Amendment No. 4
04/2026 {PLA}
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed by and through their respective officers thereunto duly authorized on the date first written hereinabove.

CITY OF TURLOCK, a California municipal ABS DIRECT, INC., a California corporation corporation
By: _______________________________ By: ______________________________ Gary R Hampton, Interim City Manager
Title: _____________________________
Date: _____________________________
Print name: ________________________
APPROVED AS TO SUFFICIENCY:

Date: _____________________________
By: _______________________________
Isaac Moreno, Finance Director
APPROVED AS TO FORM:

By: _______________________________
George A. Petrulakis, City Attorney

ATTEST:

By: _______________________________
Nichole Fiez, City Clerk

City Council Staff Report
April 14, 2026
From: Gary Hampton, Interim City Manager
Prepared by: Jennifer Figueroa, Housing Program Manager Agendized by: Gary Hampton, Interim City Manager

1. ACTION RECOMMENDED:

Motion: Adopting the HOME Investment Partnerships American Rescue Plan (HOME-ARP) Program Policies and Procedures Manual for the Housing Program Services Division.

2. NARRATIVE:

In 2021, Congress passed the American Rescue Plan Act which provided $5 billion to communities across the country to address the impacts of the COVID-19 pandemic on the economy, public health, governments, individuals, and businesses. This one-time funding is administered through the U.S. Department of Housing and Urban Development (HUD) HOME Investment Partnerships Program and is referred to as HOME-ARP. As a HOME grantee, the Turlock/Stanislaus County Consortium (Consortium) initially received $5,323,420 in HOME-ARP funds, to be administered by the City of Turlock, as the lead of the Consortium at the time the funding was allocated. In June 2025, the Consortium received an additional $7,979 in HOME-ARP funds, bringing the total allocation to $5,331,399.

To be eligible to receive HOME-ARP funds, the Consortium developed and submitted an Allocation Plan to HUD by the March 31, 2023, deadline, outlining the intended use of the funds. The table below reflects the Allocation Plan’s proposed distribution of HOME-ARP funds across eligible activities:

HOME-ARP Activity Funding Amount Percent of Grant
Development of Affordable
Rental Housing
$3,531,689 66%
Supportive Services $700,000 13%
Nonprofit Operating Support $150,000 3%
Nonprofit Capacity Building $150,000 3%
Administration and Planning $799,710 15%
Total $5,331,399 100%
HUD requires jurisdictions to adopt program policies and procedures prior to administering federally funded housing programs. On August 12, 2025, City Council approved a professional services agreement with The Cloudburst Group to support the Housing Division in developing the policies and procedures necessary to administer the HOME-ARP programs.

Staff worked closely with The Cloudburst Group over the past several months to develop the

Agenda Staff Report
4/14/2026
required HOME-ARP policies and procedures. Once these policies are in place, the next step is to issue Notice of Funding Availability (NOFA) to solicit proposals for the HOME-ARP funds.

3. FISCAL IMPACT / BUDGET AMENDMENT:

There are no fiscal impacts associated with this action.

4. ENVIRONMENTAL DETERMINATION:

The proposed action involves the adoption of internal policies and procedures. Pursuant to California Environmental Quality Act (CEQA) Guidelines Section 15378(b)(2), this activity is not a “project” subject to CEQA, as it constitutes the continuation of an administrative or organizational activity that will not result in a direct or reasonably foreseeable indirect physical change in the environment. Therefore, CEQA does not apply, and no further environmental review is required.

5. ALTERNATIVES:

6. ATTACHMENTS:

1. DRAFT Turlock HOME-ARP Policies and Procedures

Turlock/Stanislaus County HOME Consortium
HOME-ARP Policies
& Procedures
February 2026

HOME-ARP Policies & Procedures 2
Table of Contents
Purpose ................................................................................................................................... 4 HOME-ARP Program ................................................................................................................ 5 HOME-ARP Notice......................................................................................................................................... 5 Participant Eligibility: Qualifying Populations............................................................................................... 6 Turlock/Stanislaus County HOME Consortium HOME-ARP........................................................................... 7 Allocation Plan Process................................................................................................................................. 8 Amending the HOME-ARP Allocation Plan.................................................................................................... 9 Program Deadlines and Timelines .............................................................................................................. 10 HOME-ARP Roles................................................................................................................... 11 Consortium Management........................................................................................................................... 11 HOME-ARP Administrating Team................................................................................................................ 11 HOME-ARP Roles and Responsibilities........................................................................................................ 12 HOME-ARP Partners.................................................................................................................................... 13 HOME-ARP Program and Project Framework......................................................................... 15 HOME-ARP Rental housing Development Framework................................................................................ 16 Project and Program Selection............................................................................................... 19 Notice of Funding Opportunity (NOFO)...................................................................................................... 19 Administration and Planning ................................................................................................. 21 15% Maximum Set Aside ............................................................................................................................ 21 Eligible Costs ............................................................................................................................................... 21 HOME-ARP Rental Housing.................................................................................................... 22 Eligible Activities......................................................................................................................................... 22 Form of Assistance ...................................................................................................................................... 22 Eligible Costs ............................................................................................................................................... 23 Prohibited Activities and Fees..................................................................................................................... 23 Project Requirements ................................................................................................................................. 23 Property Standards ..................................................................................................................................... 27 Inspections.................................................................................................................................................. 29 Project Completion ..................................................................................................................................... 29 Marketing, Tenant Selection, and Initial Occupancy................................................................................... 30 Tenant Rent................................................................................................................................................. 31 Lease Provisions.......................................................................................................................................... 33 Compliance Period ...................................................................................................................................... 34 Supportive Services............................................................................................................... 36 Eligible Activities......................................................................................................................................... 36 Eligible Costs ............................................................................................................................................... 36 Program Participation ................................................................................................................................. 37 Subrecipient Management.......................................................................................................................... 38 Nonprofit Operating Support and Capacity Building .............................................................. 39 Eligible Activities......................................................................................................................................... 39 Eligible Costs ............................................................................................................................................... 39 Parameters of Assistance ............................................................................................................................ 40 Environmental Review........................................................................................................... 41 The Environmental Review Process ............................................................................................................ 41 Timing the Environmental Review and Limitations Pending Clearance (24 CFR 58.22) .............................43 Project Description and Scope .................................................................................................................... 43 Level of Review Determination................................................................................................................... 43 Level of Review: Exempt or CENST.............................................................................................................. 44 Level of Review: CEST.................................................................................................................................. 44 Level of Review: Environmental Assessment.............................................................................................. 45 Notice of Intent to Request the Release of Funds (NOI-RROF)................................................................... 45

HOME-ARP Policies & Procedures 3
Finding Of No Significant Impact (FONSI) ................................................................................................... 46 Request for Release of Funds form (Form HUD 7015.15)........................................................................... 46 Authority to use Grant Funds (Form HUD 7015.16) ................................................................................... 46 HEROS ......................................................................................................................................................... 46 HOME Commitment .............................................................................................................. 47 Definition of Commitment ......................................................................................................................... 47 Committing HOME-ARP funds to a specific local project............................................................................ 47 Committing HOME-ARP funds to programs................................................................................................ 49 Financial Management and IDIS ............................................................................................ 51 2 CFR 200 Overview .................................................................................................................................... 51 Program Income.......................................................................................................................................... 52 IDIS .............................................................................................................................................................. 52 Recordkeeping and Monitoring ............................................................................................. 53 Recordkeeping............................................................................................................................................. 53 Public Records............................................................................................................................................. 53 Monitoring .................................................................................................................................................. 53 Other Federal Requirements ................................................................................................. 55 Affirmative Marketing and Minority Outreach ........................................................................................... 55 Displacement, relocation, and acquisition.................................................................................................. 55 Federal Labor Standards, Davis-Bacon and Related Acts (DBRA) ............................................................... 55 Lead-Based Paint Poisoning Prevention...................................................................................................... 56 Conflict of Interest ...................................................................................................................................... 56 Consultant Activities ................................................................................................................................... 56 Violence Against Women Act (VAWA)......................................................................................................... 56 Procurement ......................................................................................................................... 57 General HOME-ARP Procurement............................................................................................................... 57 Excluded Parties, federal System for Award Management (SAM).............................................................. 57 Section 3 Economic Opportunity ................................................................................................................ 57 Minority Business Enterprises (MBE) and Women Business Enterprises (WBE) ........................................57 Fair Housing, Nondiscrimination, and Reasonable Accommodation ...................................... 59

HOME-ARP Policies & Procedures 4
Purpose
The purpose of the Turlock/Stanislaus County HOME Consortium’s HOME-ARP Policies and Procedures Manual is to meet HUD requirements and help Turlock achieve and maintain federal compliance while administering HOME-ARP funds. The manual communicates choices the Consortium made as it relates to their HOME-ARP allocation. It is intended as an internal guide for staff that clearly identifies roles and responsibilities, guides staff from project selection through completion and informs staff of other federal requirements.

The manual is divided into sixteen sections describing the HOME-ARP program at large and how the Consortium will specifically implement the HOME-ARP program. Feature sections include:
• Purpose
• Introduction to HOME-ARP Program
• HOME-ARP Program and Project Framework
• HOME-ARP Roles
• Project and Program Selection
• Administration and Planning
• HOME-ARP Rental Housing
• Supportive Services
• Nonprofit Operating Support and Capacity Building
• Environmental Review
• HOME Commitment
• Financial Management and IDIS
• Recordkeeping and Monitoring
• Other Federal Requirements
• Procurement
• Fair Housing, Nondiscrimination and Reasonable Accomodation The policies in this manual have been developed within the guidelines of the HOME-ARP Notice (Notice CPD-21-10 Requirements for the Use of Funds in the HOME-American Rescue Plan Program), Federal HOME Regulations (24 CFR Part 92) and other applicable federal regulations.

This manual is not a substitute for the HOME-ARP notice, HOME regulations, or any other federal, state, or local law. The manual is intended to be a living document and should be revised regularly to comply with changes in regulations, project selection processes, program policies and documents, or guidance issued by HUD. Administrative and regulatory modifications to this policy and procedure manual may be approved by the City Manager or designee.

HOME-ARP Policies & Procedures 5
HOME-ARP Program
HOME-ARP Notice
In 2021, Congress passed the American Rescue Plan, which appropriated $5 billion toward communities nationwide to address the ongoing impacts of the COVID-19 pandemic on vulnerable populations. This funding is administered through the HOME program and is referred to as the HOME American Rescue Plan (HOME-ARP) program. Existing HOME grantees, or participating jurisdictions (PJs), received a one-time allocation of HOME-ARP funds intended to serve specific vulnerable populations who are experiencing homelessness, at risk of homelessness, or fleeing various forms of violence. These populations are unique to the HOMEARP program and are referred to as Qualifying Populations (QPs). Funds are intended to reduce homelessness and increase housing stability for QPS by providing housing, rental assistance and supportive services.

The US Department of Housing and Urban Development (HUD) published Notice CPD-21-10 (referred to as the “HOME-ARP Notice”) detailing the intended beneficiaries and eligible uses of HOME-ARP funds, as well as the requirements for PJs to receive their one-time funding allocation. The HOME-ARP Notice specifies that PJs must develop a HOME-ARP Allocation Plan, which will indicate how they intend to use their funds and submit this plan to HUD as a substantial amendment to their 2021 Annual Action Plan.

Eligible Activities
Communities can use their HOME-ARP funds for specific eligible activities, which include:
• Development of affordable rental housing
• Tenant-based rental assistance (TBRA)
• Supportive services
• Development of non-congregate shelter facilities
• Capacity building and operating support for non-profit organizations implementing a HOME-ARP activity (5% cap each)
• Planning and administration costs (15% cap)
HOME-ARP Compliance Period
Certain HOME-ARP activities require a minimum compliance period that must be enforced by the PJ. A compliance period is a mandatory minimum timeframe that affordable housing or non-congregate shelter units must remain reserved for QPs. This ensures long-term affordability for the HOME-ARP investment.

Development of affordable rental housing: HOME-ARP-assisted units must comply with HOMEARP requirements for a minimum period of 15 years. If a project-based rental assistance

HOME-ARP Policies & Procedures 6
Housing Assistance Payments (HAP) contract is awarded to a HOME-ARP rental project, the minimum compliance period is the greater of 15 years or the term of the HAP contract.

Development of non-congregate shelter facilities: The minimum compliance period for converted housing is the same as the HOME-ARP NCS restricted use period as defined in the HOME-ARP notice:
• New construction: 15 years
• Rehabilitation: 10 years
• Acquisition only: 10 years
Deadline for Spending Funds
All HOME-ARP grant funds must be drawn from the line of credit via IDIS prior to September 30, 2030. Any funds remaining in the line of credit on October 1, 2030 will be swept and returned to the US Treasury. Funds should be completely spent well in advance of September 30, 2030 to allow time to draw funds before they are swept.

Participant Eligibility: Qualifying Populations
The following sections – Qualifying Populations, Preferences, Limitations, and Referral Methods – are all unique features of HOME-ARP. It is important to note that Preferences, Limitations, and Referral Methods are addressed in the Turlock/Stanislaus County Consortium HOME-ARP Allocation Plan. The decisions made in each of these sections cannot change unless the Allocation Plan undergoes a substantial amendment.

Qualifying Populations
HOME-ARP is designed to benefit four qualifying populations, also known as “QPs”. These QPs include:
• Individuals experiencing homelessness, as defined in 24 CFR 91.5. • Individuals at risk of homelessness, as defined in 24 CFR 91.5. • Persons fleeing or attempting to flee domestic violence, dating violence, sexual assault, stalking, or human trafficking, as defined by HUD.
• Other populations where providing supportive services or assistance would prevent homelessness or would serve those at greatest risk of housing instability.

Staff should reference the HOME-ARP Qualifying Populations At-A-Glance tool for comprehensive definitions.

Preferences
A preference is a prioritization of applicants for HOME-ARP projects or activities. Section V.C.4 of the HOME-ARP Notice states that PJs must identify whether they intend to establish a preference for one or more of the QPs or a subpopulation within one or more of the QPs for

HOME-ARP Policies & Procedures 7
any eligible activity or project. If a PJ chooses to establish a preference, it must explain how the use of a preference or method of prioritization will address the unmet needs or gaps in benefits and services identified in the Needs Assessment and Gaps Analysis section of the Allocation Plan. PJs must also describe how they will still address the unmet needs or gaps of the other QPs that are not included in a preference through the use of HOME-ARP funds.

Preferences cannot violate any applicable fair housing, civil rights, and nondiscrimination requirements. The PJ must comply with all applicable nondiscrimination and equal opportunity laws and requirements listed in 24 CFR 5.105(a). The PJ must also follow any other applicable fair housing and civil rights laws and requirements when establishing preferences or methods of prioritization.

Limitations
A limitation excludes members of a QP from applying to a HOME-ARP project. According to the HOME-ARP Notice, limiting eligibility for HOME-ARP rental housing or non-congregate shelter projects is only permitted under certain circumstances. For example, PJs may limit admission to HOME-ARP rental housing projects to households who need specialized supportive services that are provided in such housing. Any such limitations must follow all applicable fair housing, civil rights, and nondiscrimination requirements.

Referral Methods
The HOME-ARP Notice allows for the following referral methods for HOME-ARP activities. • Project Waiting List: If the PJ does not establish any preferences, then a project-specific waiting list will be utilized.
• Expanded Coordinated Entry: A PJ can use Coordinated Entry (CE) established by a Continuum of Care (CoC) operating within its boundaries for HOME-ARP projects if the CE accepts all QPs eligible for those activities or projects, in accordance with preferences established by the PJ.
• Coordinated Entry with Other Referral Methods: The PJ may use CE with additional referrals from outside organizations or project-specific waiting lists consistent with HOME-ARP requirements. If using this referral method, the PJ must establish or approve any preferences or prioritization criteria applied by a CoC CE or other referral sources.

Turlock/Stanislaus County HOME Consortium HOME-ARP
Allocation Plan Overview
The Turlock/Stanislaus County HOME Consortium’s HOME-ARP Allocation Plan was developed in accordance with the requirements outlined in HUD Notice CPD-21-10. Turlock submitted this plan as a substantial amendment to its 2021 Annual Action Plan. Planning activities commenced in November 2022 and included a comprehensive set of stakeholder consultation sessions, one-on-one conversations, an online survey, and an extensive analysis of multiple data sources.

HOME-ARP Policies & Procedures 8
The Consortium held a public hearing before Turlock City Council on March 14, 2023, to present the Allocation Plan and receive feedback from the public. After the public hearing, the TurlockStanislaus County HOME Consortium Allocation Plan was submitted to HUD in March 2023, and it was approved in April 2023.

Allocation Amount
The Turlock/Stanislaus County HOME Consortium received a HOME-ARP Allocation of $5,331,399.

Table 1: Budget by Activity
Preferences
The Turlock/Stanislaus County HOME Consortium did not establish any preference for its HOME-ARP activities and will ensure HOME-ARP affordable rental units are made available to all HOME-ARP QPs.

Limitations
The Turlock/Stanislaus County HOME Consortium will not limit eligibility to any QP or subpopulation.

Referral Methods
Since Turlock/Stanislaus County did not establish any preferences, the Consortium will utilize a project-specific waiting list for its HOME-ARP activities.

Allocation Plan Process
To inform the HOME-ARP Allocation Plan, Turlock completed a Needs Assessment and Gaps Analysis, which evaluates the size and demographic composition of the four HOME-ARP QPs within the Consortium’s boundaries and assesses the unmet needs of these populations.

Required elements included analysis of the shelter, housing, and service needs of individuals HOME-ARP Activity Funding Amount Percent of Grant
Development of affordable rental housing $3,531,689 66% Supportive services $700,000 13%
Nonprofit operating support $150,000 3%
Nonprofit capacity building $150,000 3%
Administration and planning $799,710 15%
Total HOME-ARP Allocation $5,331,399 100%

HOME-ARP Policies & Procedures 9
experiencing sheltered and unsheltered homelessness, those currently at risk of homelessness, individuals and households requiring services or housing assistance to prevent homelessness, and those at greatest risk of housing instability or who live in unstable housing situations. The assessment also identified existing gaps within the jurisdiction’s shelter system, housing inventory, and service delivery system.

Turlock gathered and analyzed data from local, state, and federal sources including reports, assessments, datasets, and dashboards to locate the most current information on the QPs.

Additionally, Turlock conducted three virtual stakeholder consultation sessions to gather input from individuals across 25 organizations working to meet the needs of the QPs. Turlock developed and distributed an online stakeholder survey which gathered 36 responses from 26 organizations and agencies. Throughout the consultation process, Turlock gathered input from 33 unique organizations on the housing, shelter, and service needs facing the HOME-ARP QPs.

Utilizing the data analysis and consultation themes, the Allocation Plan then estimated the size and demographic composition of each QP and summarized the unmet housing, shelter, and service needs facing these populations. The trends identified in the Needs Assessment and Gaps Analysis led to Turlock’s HOME-ARP allocation distribution decision. The major trends highlighted in the data analysis, consultation sessions, and survey responses all pointed to a need for affordable rental housing and supportive services for each of the HOME-ARP QPs.

The approved HOME-ARP Allocation Plan reflects the needs assessment and gaps analysis and was approved by the Turlock City Council in March 2023.

Amending the HOME-ARP Allocation Plan
If the Consortium would like to make changes to the existing Allocation Plan, it would likely require a substantial amendment. Turlock would need to submit a substantial amendment to their allocation plan if the Consortium decided to change or update one of the following items:
• Changes in the method of distributing funds.
• Carry out an activity not previously described in the plan. • A change in the purpose, scope, location, or beneficiaries of an activity, including new preferences not previously described in the plan.

The HOME-ARP Notice requires that PJs must make the proposed substantial amendment public and allow for a 15-day public comment period prior to submission. Upon completion of the public comment period, PJs must submit substantial amendments to HUD in accordance with the process for submitting the HOME-ARP allocation plan as described in Section V.D. of the Notice. In any event, the PJ must follow its Citizen Participation Plan.

HOME-ARP Policies & Procedures 10
Program Deadlines and Timelines
While the HOME-ARP Notice requires all HOME-ARP funds to be expended by September 30, 2030, Turlock may choose to implement their own deadlines to ensure timely expenditure of their allocation.

HOME-ARP Policies & Procedures 11
HOME-ARP Roles
The following section describes the various roles and responsibilities of each stakeholder involved with HOME-ARP funds. This includes internal partners, such as City staff and Consortium members and external partners such as developers or subrecipients. Each entity plays an important role in program implementation and supports overall success of the program.

Consortium Management
When HOME-ARP allocations were distributed in FFY 2021, the City of Turlock was the lead entity for the Turlock/Stanislaus County HOME Consortium. The Consortium is comprised of the City of Turlock and the Stanislaus Urban County. A 3-year intergovernmental agreement (“InterGovernmental Agreement Renewing the Turlock/Stanislaus County HOME Consortium”) established the HOME Consortium for the years 2019-2022.

As of October 1, 2023, Turlock is no longer the lead entity of the Consortium. However, the City must continue its role as the lead entity as it relates to the administration and oversight of the Consortium’s HOME-ARP program. Turlock remains accountable to HUD for HOME-ARP funds.

General responsibilities include:
• Ensure consistency with Allocation Plan
• Responsible entity for all environmental reviews
• Ensuring compliance with HOME-ARP and other federal regulations • Overall program management including recordkeeping and reporting • Drafting, executing and enforcing written agreements
• Program and project monitoring
• Long-term compliance
Turlock City Council makes all final decisions regarding the use of HOME-ARP funds. However, Consortium members may participate in an advisory capacity and make recommendations to City Council.

HOME-ARP Administrating Team
The City of Turlock Housing Division administers the HOME-ARP program with the support of the City Council, City Manager, and other City departments. The City Council makes all final decisions regarding the reasonable and appropriate use of HOME-ARP funds, in accordance with the Allocation Plan, with the support and advice of staff and subject matter experts. An overview of these positions with their responsibilities is provided in Figure 1.

HOME-ARP Policies & Procedures 12
Figure 1: Housing Division Organization Chart
HOME-ARP Roles and Responsibilities
Key Staff Roles:

All Turlock Housing Division staff contribute to the administration of the HOME-ARP program.

Specific responsibilities are included in the descriptions below; however, the team is expected to participate in various aspects of program administration and implementation.

Housing Program Manager
The Housing Program Manager is the HOME-ARP program lead, and the lead for the rental development activity. In doing so, the Manager will develop written agreements, review applications, and ensure eligible costs. The Manager also acts as the Consortium Liaison, taking the lead on communicating with other Consortium members about the program.

Housing Finance Specialist II
The Housing Finance Specialist is the Environmental Review lead for HOME-ARP activities. This position is also responsible for long-term project monitoring and underwriting.

Housing Program Specialist II
The Housing Program Specialist II is the lead for both Supportive Services and Nonprofit Operating Support/Capacity Building activities. This position is also responsible for procurement and project monitoring. The Program Specialist is also the IDIS lead.

Deputy City Manager Housing Program
Manager
Part-time clerical
Housing Finance
Specialist II
Housing Program
Specialist II
Housing Rehab
Specialist/Inspector I

HOME-ARP Policies & Procedures 13
Housing Rehab Specialist/Inspector I
The Housing Rehab Specialist is responsible for labor compliance, construction monitoring, and ensuring eligible costs across HOME-ARP projects.

Part-time Clerical
Part-time clerical staff supports the HOME-ARP program by reviewing subrecipient and consultant invoices and payments.

Consultant
The City may engage with a consultant to support the HOME-ARP program. Any consultants will be managed by the HOME-ARP Lead and tasks will be clearly identified via contract. Staff have identified the following tasks that may be completed by a consultant: drafting funding notice, environmental assessments, underwriting and subsidy layering analysis.

As additional needs are identified, staff will seek support from consultants.

Other City Departments
In addition to the housing division, other departments within the City support the administration of HOME-ARP. A high-level summary of their contributions is identified below. • City Attorney’s Office: Drafts, reviews and executes written agreements and other loan documents.
• City Manager’s Office: Advises staff and signs loan documents; Signs environmental reviews.
• Finance Department: Manages budget and financial reporting for federal grants and other funds managed by the Housing Division. The Finance Department shares responsibility for financial compliance. Finance creates draws in IDIS and Housing approves.

HOME-ARP Partners
Turlock’s successful implementation of the HOME-ARP program requires a variety of partners to carry out eligible activities. Partners play different roles depending upon the project or activity.

This section describes three key partners for the HOME-ARP program: Developers, Subrecipients, and Contractors.

Developers
Developers can be either for-profit or nonprofit organizations, public agencies or Community Housing Development Organizations (CHDOs) and are responsible for all aspects of the affordable rental housing development process (e.g. obtaining zoning, securing non-HOME funds, selecting contractors, overseeing the progress of work, construction, and property management).

HOME-ARP Policies & Procedures 14
Only nonprofit developers are eligible to receive HOME-ARP operating support and capacity building funds.

Subrecipients
A subrecipient is a public agency or nonprofit organization selected by the PJ to administer all or some of its HOME-ARP program. Subrecipients are subject to the same program and financial requirements as the PJ. There are distinct requirements for written agreements with subrecipients and additional monitoring requirements.

If a public agency or nonprofit organization only receives funding to develop housing, it is not considered to be a subrecipient, it must be treated as a project sponsor/developer.

Contractors
Contractors may administer all or a part of the Consortium’s HOME-ARP program. Contractors are procured by the PJ and may be responsible for specific, well-defined tasks that contribute to the PJ’s overall HOME-ARP program, such as monitoring or inspections.

HOME-ARP Policies & Procedures 15
HOME-ARP Program and Project Framework
HOME-ARP programs and projects follow a common path from grant agreement to close out.

As a HOME program, the HOME-ARP path is mostly the same as the path for HOME. This section focuses on the segment of the path immediately after completing the HOME-ARP Allocation Plan to the completion of a project or program.

This path consists of eight (8) main phases. Supportive services and operating support/capacity building follow this general framework. Following this section is the framework for rental housing development which is more complex and involved with unique phasing and steps within those phases.

1. Program planning

2. Program/Project Selection

3. Environmental Review

4. Compliance Review

5. Funding Commitment

6. Initiation/Implementation

7. Completion/Closeout

8. Monitoring
Program Planning
This phase immediately follows the completion of the HOME-ARP Allocation Plan and is for practical purpose a continuation of that program level planning process. The Allocation Plan includes some but not necessarily all the policy decisions that will guide the implementation of a HOME-ARP program or project. Prior to program/project selection, the City may wish to make additional policy decisions to target the use of HOME-ARP funds.

Program/Project Selection
The City will engage in a process to select individual projects and programs. This phase also selects program partners such as subrecipients and developers. This phase typically involves the solicitation of proposals. The City’s solicitation and selection process will be informed by policy decisions made in the Program Planning phase.

Environmental Review
Prior to making what are described as “choice-limiting actions,” the City must complete an environmental review. This is required for all HUD-funded activities. Choice limiting actions include the commitment of HOME-ARP funds. The scope and duration of the environmental review can vary significantly depending on the activity type and environmental factors.

HOME-ARP Policies & Procedures 16
Compliance Review
In this phase, the City will review the selected program or project to confirm compliance with HOME-ARP and HUD requirements. For all assisted activity types, this phase assures that the funded activity meets requirements specific to the funded activity before committing funds.

These requirements are different for different activity types. The underwriting and subsidy analysis specific to rental housing development are delineated in the HOME regulations.

Funding Commitment
In the HOME program – including HOME-ARP, the commitment of funds is a critical milestone.

Commitment also has a very specific meaning in the HOME program. A funding commitment cannot be made before certain conditions have been met. A funding commitment must be evidenced by a written agreement. A HOME written agreement must have all of the required terms to be a valid commitment of funds.

Initiation/Implementation
After funds have been committed, the City can proceed to implement the program or project. In the case of a program, this will be the start of providing services or other funded activities such as capacity building. In the case of a housing project, this will be the pre-construction and construction phases.

Completion/Closeout
As the term of a program ends -- by date, by the completion of the scope of work, or full expenditure; the program will be complete. When a housing project is occupied, it is complete.

In this phase, the City will ensure that the program or project has been completed as required, all costs have been accounted for and disbursed, funds have been drawn down from the line of credit, accomplishments have been reported, and all other conditions have been met.

Monitoring
After the program or project is complete and closed out, the City will have a continuing responsibility to monitor for compliance. For most programs, this monitoring “tail” is short. For housing projects, it is at least 15 years. During this time, the City will continue to ensure that HOME-ARP assisted units are occupied by eligible persons and that the lease terms and tenant rents comply with HOME-ARP.

HOME-ARP Rental housing Development Framework
The following section provides a high-level overview of the process and policy framework for HOME-ARP specific to rental housing development projects. In general, each phase must be completed before moving to the next however, the sequence of steps within a phase may vary slightly in practice and may not necessarily be dependent on each other.

HOME-ARP Policies & Procedures 17
In general, rental housing projects consist of five main phases which include the six general phases of a HOME undertaking.
• Planning
• Pre-construction
• Construction
• Occupancy
• Close out, compliance, and monitoring
Planning

1. Program planning – This includes the decision to fund the development of rental housing in the HOME-ARP allocation plan, the policy decisions included in the HOMEARP allocation plan, and any additional policy decisions made subsequent to the adoption of the Plan.

2. Solicitation of proposals (NOFO) – The City will solicit proposals for development projects that align with the decisions made during the planning step.

3. Development proposal – Interested parties will develop and submit proposals for rental housing development.

4. Project/Developer Selection – The City will review proposals and select one or more proposals for funding. Selecting a project also means selecting a development partner.

Pre-construction

5. Environmental Review – Once the City has selected a project, staff will have the minimum information required to complete the environmental review.

6. Project Underwriting and Subsidy Layering Analysis – In this step, City staff will review the selected project to assure that it meets the requirements of a HOME-ARP project, and that it is feasible to construct and operate.

7. Land use permitting and entitlements – The developer will obtain any and all necessary land use permits and/or planning entitlements.

8. Funding commitments from all other sources – The developer will secure commitments from all other funding sources if they have not already done so.

9. HOME Funding Commitment – At the conclusion of this phase, the City should be able to meet all of the conditions to commit HOME funds. This includes executing a HOME Agreement with the developer.

10. Labor Compliance –City staff will assure that the bid packet and bid notice comply with the Davis-Bacon and Related Acts.

11. Permitting – The developer and general contractor will secure all necessary permits for site work and construction.

12. Pre-construction Conference – All parties will convene a pre-construction conference to review roles and responsibilities during construction.

HOME-ARP Policies & Procedures 18
Construction

13. Construction/Project Management – The developer and the City will monitor and manage the project to assure it makes adequate progress and is developed according to plan.

14. Progress Payments – The contractor will request progress payments, the developer will approve and submit to the City, City staff will review and approve payments.

15. Labor Compliance Monitoring – The City will ensure that the general contractor and subcontractors are complying with federal labor standards, specifically the payment of prevailing wages.

16. Environmental Mitigation Monitoring – The City will ensure that the contractor and subcontractors are complying with any environmental mitigation measures that came out of the environmental review process.

17. Completion – The developer and the City will confirm that the project has been completed as specified, all costs have been accounted for and disbursed, all permits have been given final approval, and the project has complied with federal labor standards and environmental mitigation measures.

Occupancy (Lease Up)

18. Marketing – The developer will market the availability of the units. The City will ensure that the developer engages in affirmative marketing and reaches the target populations.

19. Tenant Selection, Leasing – The developer will accept applications from tenants, determine eligibility, and lease units.

20. Initial occupancy – The City will monitor lease-up and initial occupancy to assure that tenants are eligible, rents are correct, and leases are compliant.

Close out and monitoring

21. Closeout – After construction has been completed and the property is occupied, the City will close-out the project. The City will ensure that all project costs are properly accounted for, compliance has been fully documented, and all reporting has been completed in IDIS.

22. Long-term monitoring – During the term of the compliance period, City staff will continue to monitor the project for compliance with the HOME-ARP Written Agreement.

This will include reviewing regular reports form the developer/operator and on-site inspections of HOME-ARP tenant files, the site, and HOME-ARP assisted units.

HOME-ARP Policies & Procedures 19
Project and Program Selection
The Consortium will rely on developers to create HOME-ARP rental housing and subrecipients to administer HOME-ARP supportive service programs. Each entity will be selected through a competitive application process. Only applicants who meet minimum (threshold) requirements will be allowed to apply for funding, this includes:
• Make acceptable assurances to the Consortium that it will comply with the requirements of HOME-ARP during the entire period that begins upon selection of the recipient to receive HOME-ARP funds and ends upon the conclusion of all HOME-ARPfunded activities. • Demonstrate the ability and financial capacity to undertake, comply with, and manage the eligible activity.
• Demonstrate its familiarity with the requirements of other federal, state, or local housing programs that may be used in conjunction with HOME-ARP funds to ensure compliance with all applicable requirements and regulations of such programs. • Developer applicants must have demonstrated experience and capacity to conduct HOME-ARP-eligible activities as evidenced by its ability to own, construct, or rehabilitate—and manage and operate—an affordable multifamily rental housing development.
• Supportive service applicants must have demonstrated experience and capacity to conduct HOME-ARP-eligible activities as evidenced by its ability to effectively serve QPs Notice of Funding Opportunity (NOFO)
The Consortium utilizes a NOFO process to publicize HOME-ARP funds, communicate specific requirements and to create a process for accepting applications. City staff develop the NOFO, identify evaluation criteria and solicit input regarding the NOFO and evaluation criteria from Consortium members.

City staff manage all aspects of the NOFO process to include:
• Receiving applications
• Responding to questions
• Initial threshold review
• Completeness check
• Scoring and ranking applications
To score applications, the City will utilize an internal review committee to rank and score projects. Once projects are scored, the highest scoring projects are recommended to City Council for funding.

Figure 2: Project and Program Selection provides a step-by-step overview of the process.

HOME-ARP Policies & Procedures 20
Figure 2: Project and Program Selection
Staff develop
NOFO and
evaluation criteria
Release NOFO Review and
Evaluation
Funding
Recommendations
Consortium
Review and
Comment
Turlock City
Council Award

HOME-ARP Policies & Procedures 21
Administration and Planning
15% Maximum Set Aside
The HOME-ARP program allows for up to 15% of a PJs total HOME-ARP allocation be utilized for administrative and planning costs. The Consortium has allocated $799,710 for administrative and planning purposes, which is 15% of their total allocation.

Eligible Costs
Eligible uses of HOME-ARP Planning and Administration funds include:
• Reasonable costs of overall HOME-ARP program management, such as o Salaries, wages, and related costs of the PJ’s staff
o Travel costs incurred for official business in carrying out the HOME-ARP program o Administrative services performed under third party contracts or agreements, including legal, accounting, or audit services
o Other costs for goods and services required for administering the HOME-ARP program, including equipment, insurance, information systems, or renting an office space
o Costs of administering HOME-ARP TBRA and Supportive Services programs • Staff and overhead costs of the PJ directly related to carrying out a HOME-ARP project • Provision of information and resources to residents and organizations participating in the planning or implementation of projects utilizing HOME-ARP funds • Indirect costs under a cost allocation plan prepared in accordance with 2 CFR part 200, subpart E
• Preparation of the HOME-ARP allocation plan
• Costs of complying with applicable federal requirements in 24 CFR part 92, subpart H Based on the eligible uses of HOME-ARP Planning and Administration funds, Turlock will utilize their Planning and Administration funds for the following tasks:
• Preparation of the HOME-ARP allocation plan.
• Costs of overall HOME-ARP program management, coordination, monitoring, and evaluation.
• Salaries, wages and related costs of the PJ’s staff
• Consultant fees for eligible costs.

HOME-ARP Policies & Procedures 22
HOME-ARP Rental Housing
HOME-ARP funds may be used to acquire, rehabilitate or construct affordable rental housing primarily for occupancy by QP households. HOME-ARP rental units must comply with the HOME-ARP rental requirements for a minimum of 15 years, regardless of HOME-ARP funds invested in the project. If a project-based rental assistance Housing Assistance Payments (HAP) contract is awarded to a HOME-ARP rental project, the minimum compliance period is the greater of 15 years or the term of the HAP contract.

Eligible Activities
Acquisition, construction, and rehabilitation (including reconstruction) of affordable housing are eligible under HOME-ARP. Acquisition of vacant land or demolition may be undertaken if construction is expected to start within 12 months of commitment.

Eligible HOME-ARP rental housing must meet the definition of housing as defined at 24 CFR

92.2. This definition of housing includes single-family units, multi-family units, manufactured housing, single room occupancy (SRO) units and permanent supportive housing. Housing does not include emergency shelters or temporary housing.

Form of Assistance
Turlock staff will make a recommendation to City Council on the form of HOME-ARP funding assistance on a project-by-project basis. The form of assistance may be any of:
• Interest-bearing loans (amortizing loans): Regular repayment is expected, often monthly, until the principal and interest are repaid to the City. • Non-interest-bearing loans: The principal amount of such loans is paid back regularly over time, but no interest is charged.
• Deferred loans (forgivable or repayable): Loans that are not fully amortized. Some or all principal and interest payments are deferred to some point specified in the HOME-ARP agreement.
• Forgivable loan: Funds provided with no requirement or expectation of repayment.

It is anticipated that most HOME-ARP funds will be offered in the form of a forgivable loan to support the long-term financial health of the project and to deeply subsidize housing; however, this will ultimately be determined by project underwriting.

The minimum amount of HOME-ARP funds that will be invested in a project is $1,000 x the number of HOME-ARP assisted units in the project. The City has not established funding maximums but anticipates funding one project with the available funds allocated to rental development.

HOME-ARP Policies & Procedures 23
Eligible Costs
HOME-ARP funds may be used to pay for up to 100% of the eligible costs associated with acquisition, development and operation of HOME-ARP rental units. Eligible costs include:
• Development hard costs: Actual costs of constructing or rehabilitating housing. • Acquisition: The costs of acquiring improved or unimproved real property. • Related soft costs: Such as architectural, engineering or related professional services. • Relocation costs: As defined in 24 CFR 92.206(f), 24 CFR 92.353 and described in the HOME-ARP Notice.

For additional information related to eligible costs, staff may reference the HOME-ARP Notice.

Prohibited Activities and Fees
In accordance with 24 CFR 92.214, as amended by the HOME-ARP Notice, HOME-ARP funds may not be used for the following:
• Provide tenant-based rental assistance for the special purposes of the existing section 8 program, in accordance with section 212(d) of the Act;
• Provide non-federal matching contributions required under any other Federal program; • Provide assistance for uses authorized under section 9 of the 1937 Act (Public Housing Capital and Operating Funds);
• Provide assistance to eligible low-income housing under 24 CFR part 248 (Prepayment of Low Income Housing Mortgages), except that assistance may be provided to priority purchasers as defined in 24 CFR 248.101;
• Pay for the acquisition of property owned by the participating jurisdiction, except for property acquired by the participating jurisdiction with HOME funds, or property acquired in anticipation of carrying out a HOME project; • Pay delinquent taxes, fees or charges on properties to be assisted with HOME-ARP funds; or
• Pay for any cost that is not eligible under §§ 92.206 through 92.209, except as modified by the appendix to CPD Notice 21-10 (Subpart E, 10(2), p. 20).

Project Requirements
In order for a HOME-ARP project to be eligible, it must meet several requirements. These requirements are described in the following section and, when applicable, identifies documentation needed to demonstrate compliance.

Occupancy Requirements
The HOME-ARP Notice has specific occupancy requirements for HOME-ARP units. HOME-ARP units will admit households based only on their status as a QP. Units that are not restricted to occupancy by QPs are subject to income targeting and rent restrictions. HOME-ARP funds can only be invested in units restricted for QPs or low-income households as follows:

HOME-ARP Policies & Procedures 24
• Qualifying Populations: In the aggregate, no less than 70% of all HOME-ARP assisted rental units must be reserved for households that meet the definition of a QP at the time of their initial occupancy.
• Low Income Households: In the aggregate, no more than 30% of all HOME-ARP assisted rental units may be restricted to low-income households. Individual rental units restricted to low-income households are only permitted in projects that also include HOME-ARP units restricted to QP households. These low-income rental units may be occupied by QPs, but they are not restricted to occupancy by QP households.

The proportion of QP to non-QP households in an individual project may vary, but in no case may a project not include QP households. In other words, a HOME-ARP assisted project may not solely house low-income non-QP households.

Project Underwriting and Subsidy Layering
HOME-ARP requires a comprehensive financial and risk assessment of projects to determine if the project will produce quality affordable housing and remain financially stable for the minimum compliance period. All housing development project applications undergo detailed project underwriting by staff before the commitment of HOME-ARP funds. The analysis includes reviewing:
• The sources and uses for each project
• The profit or return to the owner or developer (most commonly through the developer fee), for the size, type, and complexity of the project is reasonable; • The developer has sufficient experience and financial capacity to carry out the project; • There is market demand for the project in the the neighborhood in which it is proposed; • There are documented financial commitments for the project; • The site is zoned appropriately for affordable housing; • The project is ready to proceed in a reasonable period of time.

The Housing Manager or a consultant will conduct the analysis and the Deputy City Manager/Finance Director will approve. To document compliance with this requirement, staff will affirmatively review and approve the underwriting and subsidy layering analysis with dated signatures.

Staff will utilize CPD Notice 15-11 and CPD Notice 16-15 to ensure project underwriting meets HUD requirements.

Review Sources and Uses
Staff will review the sources and uses (i.e. development budget). The sources and uses statement must list the following:
• All sources (both private and public) of funds with dollar amounts and timing of availability for each source, and

HOME-ARP Policies & Procedures 25
• All uses of funds (such as acquisition costs, site preparation and infrastructure costs, rehabilitation/or construction costs, etc.). associated with the project.

As part of this analysis, staff will review firm commitment letters with all terms and conditions and evidence of developer equity or LLC partnership agreement to review cash contributions by partners. The sources and uses statement will also be reviewed to ensure the development cost statement reflects the project cost and that there are sufficient funding sources to pay all anticipated development costs.

Operating Pro Forma
Turlock staff will review the project’s operating pro forma projected for the HOME-ARP compliance period. The operating pro forma must meet the following conditions:
• Projected revenue must be based on achievable rent levels, reasonable vacancy and collection loss and conservative estimates of non-residential sources of incomes • Projected expenses must be in sufficient detail to compare line items against similar properties in physical type and size and summarized in “per unit per year” • Cover entire compliance period.
• Have reasonable and complete assumptions about anticipated revenue and expenses. • Project rents supported by market assessment and meet HOME rent restriction requirements.
• Demonstrate sustainability and feasibility through compliance period through sufficient capital reserves and conservative revenue trending.

Developer Capacity
Turlock staff will review the developer’s experience with other similar projects and evaluate if the developer has the financial capacity necessary to complete the proposed project. HOMEARP developers must demonstrate:
• The development team or lead organization has experience in serving the QPs • Experience with the proposed form of development
• The property management team’s ability to provide services to the proposed QPs and maintain the property
• Adequate financial management systems, practices and sufficient financial resources to carry the project to completion or through initial lease-up Market Assessment
A market assessment must be submitted for any proposed HOME-ARP project to ensure there is an adequate amount of demand for the type and number of housing units that are being developed. The assessment must include an analysis of local market trends, a clear definition of the market area from the renters who can reasonably be expected to be drawn and an analysis of the demand, supply and competition. The market assessment must be conducted less than 12 months prior to the commitment of HOME-ARP funds.

HOME-ARP Policies & Procedures 26
Subsidy Layering
HOME-ARP requires a subsidy layering analysis to determine the amount of HOME-ARP funds necessary to develop quality affordable housing and achieve a financially stable project. The maximum per-unit subsidy limit is suspended for the HOME-ARP program to address the challenges associated with serving the QPs and to help maintain affordability.

HOME-ARP funds may be used to pay the entire cost to acquire, rehabilitate and/or construct the HOME-ARP rental units, which eliminates the need for the HOME-ARP units to support debt.

However, staff will conduct a subsidy layering analysis of all rental housing projects prior to commitment to ensure that the amount of HOME-ARP funds is not more than the amount necessary to provide affordable housing. Staff will utilize HUD CPD Notice 15-11 to ensure subsidy layering meets HUD requirements. The analysis will be informed by the project’s level of physical improvements, rent levels and affordability, income levels being served and payment terms of all funding.

Through a subsidy layering analysis, staff will ensure that no more HOME-ARP funds than necessary are invested in a particular project. A subsidy layering worksheet will be completed for each project prior to the commitment of funds, using an updated proforma to ensure the accuracy of the most current fiscal information. The completed subsidy layering worksheet will be placed in each project file.

Cost Allocation
HOME-ARP funds may be used to fund one or more units in a project, but HOME-ARP funds may only be used to pay eligible costs for HOME-ARP assisted units. When a project has less than 100% of HOME-ARP units, the City must calculate the eligible costs, in accordance with 24 CFR 92.205(d)(1), that are allocable to the assisted units. Cost allocation requirements dictate the minimum number of units that must be designated as HOME-ARP units. To complete this analysis, staff will refer to HUD CPD Notice 16-15 and utilize HUD’s HOME Cost Allocation tool. A pdf of tool must be saved in the project file to document the analysis.

Fixed, Floating Units
In addition to income requirements, the City and developer will determine if the HOME-ARP units are “fixed” or “floating” at the time of funding commitment per 24 CFR 92.252(j). This applies to projects that have both HOME-ARP and non-HOME-ARP units. Properties with fixed HOME-ARP units have specific units designated as HOME-ARP assisted. These specific units must be maintained as HOME-ARP assisted throughout the period of affordability.

Properties with floating HOME-ARP units do not have specific units that are designated HOMEARP assisted for the period of affordability. The City will designate specific units as HOME-ARP assisted initially, but the owner does not need to maintain these specific units as HOME-ARP assisted. The HOME-ARP assisted unit designations change, or “float” among comparable assisted and non-assisted units during the compliance period.

HOME-ARP Policies & Procedures 27
Site Selection and Neighborhood Standards
For new multifamily construction projects, City staff will prepare a finding regarding whether the proposed location and site for the project has been evaluated to determine if it promotes greater choice of housing opportunities. When making this determination, staff must consider:
• Is the proposed project site suitable for affordable housing? • Is the proposed site in an area of people of color concentration or create concentrations of poverty?
• Is the site zoned appropriately for the proposed project? Property Standards
All properties assisted with HOME-ARP funds are subject to minimum property standards at project completion and throughout the compliance period, as required by federal, state, and local codes, ordinances and zoning requirements. New construction and rehabilitation each have unique property standards.

New Construction
New construction projects that are funded with HOME are required to meet the property standards under 24 CFR 92.251(a), as outlined in Table 2. This requirement applies to both the HUD requirements and any California and City building codes.

The table below outlines HUD requirements and their regulations:

Table 2: HUD New Construction Property Standards
HUD New Construction Property Standards at 24 CFR 92.251(a) Accessibility HOME-ARP projects must meet the accessibility requirements of 24 CFR part 8. New multifamily housing projects should be designed and constructed to be accessible. A minimum of 5% of the total dwelling units, or at least one unit in a multifamily housing project, must be accessible for people with mobility impairments. An additional 2% of units, or at least one unit, has to be accessible for people with hearing or vision impairments. Projects with four or more dwelling units must also meet the design and construction requirements at 24 CFR 100.205.

Disaster Mitigation New construction housing projects must be constructed to mitigate the impact of potential disasters (e.g., earthquakes, hurricanes, flooding, and wildfires), in accordance with State and local codes, ordinances, or other State and local requirements, or such other requirements as HUD may establish.

HOME-ARP Policies & Procedures 28
Written Cost
Estimates,
Construction
Contracts, and
Construction
Documents
Turlock staff are required to ensure that all construction contracts and construction documents describe the scope of work in enough detail so that inspections can be conducted. Staff must also review and approve written cost estimates for construction and determine that costs are reasonable. It may be necessary to work with an outside contractor to confirm that cost estimates are cost reasonable.

Construction
Progress
Inspections
Turlock must conduct progress and final inspections of construction to ensure that work is done in accordance with the City and HUD codes, the construction contract, and construction documents.

Broadband
Infrastructure
Projects that start after January 19, 2017 for new construction of a building with more than four rental units must include installation of broadband infrastructure, as this term is defined in 24 CFR 5.100, except where the City determines and, in accordance with § 92.508(a)(3)(iv), documents the determination that the new construction location makes installation of broadband infrastructure infeasible or the cost of installing the infrastructure would result in a fundamental alteration in the nature of its program or activity or in an undue financial burden. This requirement applies specifically to new construction HOME-ARP projects.

Rehabilitation
Projects that include rehabilitation are required to meet the property standards at 24 CFR

92.251(b). All HOME-ARP rehab projects must meet the requirements established in Turlock’s Guide to Rehabilitation Standards adopted June 11, 2024.

In addition to the rehabilitation standards, rehabilitation projects must also include proper documentation of the work needed and accurate cost estimates for all work. Like new construction projects, rehab projects also require inspections. The Housing Rehabilitation Specialist will complete an initial inspection to evaluate the condition and needs of the property. During construction, staff will also complete progress inspections. A final inspection will be completed at the end of the project to make sure that all deficiencies have been corrected and that the project meets the City’s rehab standards and all other applicable requirements.

During inspections, the Housing Rehabilitation Specialist utilizes the Housing Quality Standards Inspection Checklist.