HomeMy WebLinkAbout09/03/99 BAKERSFIELD
CITY MANAGER'S OFFICE
MEMORANDUM
September 3, 1999
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ALAN TANDY, CITY MANAGER /'~ ~-~7'
SUBJECT: GENERAL INFORMATION
1. It is a good trends time! Some reasons follow: · We have four industrial job prospects for southeast Bakersfield. While none are
final, the number, size and jobs involved is a positive.
· We have downtown prospects.
· We have southeast grocery prospects.
· We are applying for a grant that would extend the bike path seven miles, to Enos
Lane.
· We are listed on a state bill draft for $2.5 million for the Kern River Parkway. It
requires finalization and a referendum, but it's a start.
· We are applying for a grant that would accelerate the expansion of the Chester
Avenue streetscape beyond what was projected in the new budget.
While none of these is done, it's good to have things that are positives in the works.
2. Regarding the possibility of an indoor soccer franchise, as of yet, no private owner
has applied to the league. That may, or may not, happen short term. I believe the
. ~ worst case would be we get another exhibition and test next year. If you missed it,
it was a great event.
3. Kern County is in line to receive $8.0 million a year in unrestricted money from the
tobacco settlement and more that is restricted for health care. Information is
enclosed.
4. Customer service training fo~: staff in the development and processing areas is now
complete.
5. The enclosed memo from the Water Resources Department reports that the summer
season will be capped with water being turned into the Kern River channel for the
extended Labor Day weekend. This has been a good year for flow in the river this
summer season, considering the 60% of normal water supply on the Kern River
watershed this year.
Honorable Mayor and City Council
September 3, 1999
Page 2
6. The Police Department has applied for a Federal BJA Local Law Enforcement Block
Grant of $370,900 for the 1999 funding year. The Grant is for a two-year period and
requires a 10% local match. The grant is proposed to initially fund two additional
police officers, to be used to supplement the existing Special Enforcement Unit
focusing on gang enforcement activities. A clerk typist would also be added for Crime
Analysis.
7. A Casa Loma area public safety annexation information meeting will be conducted
by Councilmember Carson at the People's Missionary Baptist Church, 1451 Madison
Street, on Thursday, September 16, 1999 from 6:00 p.m. to 7:15 p.m. City staff,
including Police Chief Eric Matlock, will be present to address the issues of crime,
weapons, gang violence, and improving community relations. Staff will also provide
information on benefits of annexation.
8. A copy of the joint press release issued by the City and the County regarding the joint
meeting to be held on September 13th is enclosed.
The combined City/Council meeting will have public statements for both general
comments at the beginning of the meeting and comments specific to each agenda
item at they arise. The City is hosting and will generally be following the standard
public statement policy. Each individual will have three minutes to make their
comments. The Mayor will have the discretion to limit comments to no more than
fifteen minutes per topic for all speakers.
9. Per the attached memo from Public Works, there will be a bulky item drop off day on
Saturday, September 11th at four different locations. Residents can drop off their
items, free of charge, at these locations, instead of making a trip to the landfill. This
event is sponsored by the City, County and local haulers.
10. A progress report from EDCD on the Friese Inn Rehabilitation Project is enclosed.
11. An update on the August 26th southeast Bakersfield PAC meeting is enclosed.
12. The new Riverlakes golf course is a great community asset.
13. Responses to Council requests are enclosed, as follows: · Status on the possibility of installing a stop sign at 8th and T Streets;
· Status of road repairs on Ming and South H and Brundage and H;
· Contact CalTrans re poor road conditions on Highway 178;
· Report on issue of completing downtown street repairs;
· Inquiry regarding dove hunting near the Kern River and I-5;
· Proposed/scheduled installation of traffic signal at Hageman and Patton (including
FY99-00 signal priority list);
· Contact citizen regarding use of soccer areas at Campus Park South;
· Contact citizen regarding bollards at the Fox Theatre;
Honorable Mayor and City Council
September 3, 1999
Page 3
· Contact property owner and neighbor regarding lighting complaint;
· Status of adding the CDDA and two new redevelopment agendas to the City web
site;
· Refer to Urban Development Committee the issue of working with the County on
billboard standards;
· Police complaint referred to that department for investigation/action;
· Maintenance of the large fountain at Centennial Plaza;
· "Inroads in Highway Construction" memo distributed;
· Release of insurance information and additional claims experience information;
· "Legislation - Transportation Sales and Use tax" info distributed;
· Resume forwarded to Human Resources Manager;
· Contact citizen regarding future bike area at park at Verdugo Lane/VVind Blossom
Avenue;
· Provide copies of ordinances relating to trees in commercial areas;
· City Attorney providing, under separate cover, response re litigation issue;
· Information regarding traffic impact fees;
· Information regarding Highway46 funding;
· City Attorney providing, under separate cover, information regarding noise
ordinance.
14. The downtown study authorized by Council in February is enclosed. It is largely a
compilation of demographic data, coupled with the identification of two possible
project sites.
AT:rs
cc: Department Heads
Pamela McCarthy, City Clerk
Trudy Slater, Administrative Analyst
BAKERSFIELD
Economic and Community Development Department
MEMORANDUM
August 30, 1999
TO: Alan Tandy, City Manager I~~
FROM: Jake Wager, Economic Development Director~t:>,~ ~ j
SUBJECT: COMPANIES CURRENTLY INTERESTED IN CI'I:Y'I~ROPERTY
A number of proposals have been sent to companies offering sites within the 114 acres of City
property at South Mt. Vernon Avenue at East Belle Terrace. Three companies that have
progressed over the last couple of months in evaluating the City and it's offer, which should be
making their location decision within the next couple of months, are as follows:
Manufacturing Facility
Acres needed - 25
Size of Facility - 120,000 sf
Jobs created - 150
Estimated Investment - $15 Million
Timing - The company estimates it may take 6 to 12 months before construction could begin.
Competition - The company had considered other western U. S. cities and sites in Mexico, before
concentrating their evaluation and efforts on Bakersfield.
Warehouse Distribution Facility
Acres needed - 60 to 80
Size of Facility - 640,000 sf
Jobs created - 500
Estimated Investment- $35+ Million
Timing - The company would like to be under construction by the first of the year.
Competition - Company is also evaluating Shafter, along with other sites in Fresno, Madera, Tulare
and a city in the state of Washington.
Call Center Facility ...............
Acres needed 10 :1 SEP - ? I.qgg ,,
Size of Facility -100,000 sf ~l
Jobs created - 1,000
Estimated Investment- $5 Million '"'"~' ~ ~
Timing - The company would like to be under construction by the first of the year. '
Competition - Company is also considering Yuba City and a city in the state of Washington.
If all three companies accept City's offer for land and other incentives at this site, it would use up
entire site and create approximately 1,650 jobs, increasing the assessed value over $55 Million.
P:\MlSO\memo AT - city site companies.wpd
ohn . Sanson -- ~-.~-F ........................................................... -Pa
08/31/99 'F~ 09:43 F..t,/ ~05 805 3190 !~ CO ADMIN ~001
FACSIMILE
TO: $ohn Stinson
Of: City of Bakersfield
F~x: 661.852.2052
Pases: 18, including this cover sheet.
Date: August 31. 1999
Thc following is thc LAO's rcpo~t on thc scttlcmont. As you can see on page 15, Kern is
anticipating approximately $9.24 miltion on June 30, 2000 (! 998 and 2000 payments). The
sch~ulc for future ycars' cstimatcd payments is also provided on pap
Commissio~ '[his money is not controtled by thc Board. The new Cl~&en and
First Commission has total authority over these funds.
Let me know if you have any questio~.
~ ' Page 1 ]
· ~ n W; stinson 7000oooo2 GIF
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What Witl It Mean for California? Thc T~bacco Settlement Pale I of l?
Lc#shrive AnalT~t's OOke, J~*.~ 14~ I~
V~hat Will It Mean for California?
The
Tobacco
Settlement
Introduction ~ attorneys te~.~i of most $~.c~ and
the ~j~ U~ S~
~mp~cs ~ve
· ~ 40 ~n~ng law~i~ bmu~t
~ch~gc for ~opping
~d a~cmg net
s~atc~ wUl ~ve b~ons of doH~ in
~d r~ comp~
~cQng acdvides
cffom ~o c~ toba~ co~fi~.
Major ~&ngs ~ ~ =~o..~
ag~nt ~d
~tifomi~ ~w~ a u~r of
que~fion~ ~ut how ~ a~
wo~d w~, ~d ~se a nu~ of
i~ues for consid~on
~gislam~.
Co~iderafiom ~e ~nt
paym~ w ~oma of $25 b~on
for ~e Le~slamre ,~o.¢ ~.
(El 58 counfi~ ~d
money. Th~c
un~mQes su~niins
money C~oma w~ a~y ~ve.
~ 1999-~ Governor's B~get
~mes t~ ~ipt of $562 mill~a
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What Will It Mean for California? The Tob. acco Scttlcmcat Page 2 of ]?
thc budge~ year, which is equivalent to
the fu~t two payments to ~ statc.
Although the setrJement does not
require any action by the I~sislature in
order to L~kc cffcct, we su~st that the
surroandin~ the level of funds
the state will receive, especially
in the long run, and not
dedicate the settlermmt monies
to support spei. tfl,, new ongoing
· Consider the additional
settlement revenues th]at wfl]
accrue to local government
when considerinf additional
1o~! government fiscal relief in
the fut~e.
· Monitor new national
antltobacco pro,ram in order to
complement cxfsting state
efforts.
On November 16, 1998, the attorneys general of eight states (including California) and ~le nation's
four major tobacco companies agrccd to set'tlc more than 40 pending lawsuits brought by states
against the tobacco industry. The agreement will result in significallt new revenues to tho state alld
local ~ovemments. In addition, it could result in reductions in smoking by citizans and thus have
positive impacts on public health. In this repo~, we review the settlement agreement and its potential
impact on California, answer a number of questions about how the settlement would work, and rais~
a number of issues for consideration by the Legislature.
Summary of the Settlement
The settlement agree-men! calls for f'mancial paymeuts to the states, thc c~tioa of a national
foundation to develop an anti.smoking advertising and educarlon pro~tm, and fl'ie esr~hlislunent of
~ ad¥crtlsing restrictions to b~ll¢~[ public health. Figure I summarizes the key features of the
asrccment~ many of which arc discussed in more detail below.
ht~p://www.lao.ca, gov/011499_tobacco_setticmcnt.huni 8/31/99
· ~John W Stinson -
00000004
What Will It Mean for California? The Tobacco Settlement Page 3 of 17
ms,~ufacmr-~-s to make payments to thc states in
[.[ perpetuity, with thc payments totaling an
,estimated $206 billion through 2025.
· Nmior~eZ Fo~togen. Creates an industry.
funded foundatiou who~ Iximary purpose wilt
be to develop an advertising and education
program to countcr mhacco use.
· .4d~ent~ing Rt~Oicgen~. Places advertising
resuictions on tobacco manufacturers, includin~
bans on cartoons, targeting of youth, outdoor
advetxisin8, and apparel and mcr~mdise wiea
brand name logos.
· Co~o~e $~nso~l~s o,f£ve'~. Restricts
tobacco companies to one brand flame
sponsorship per year.
I · Tobacco Compan:~A.~iated Organiza~ns."
: Disbands the Tobacco Institu~ and regulates
new lrade oCgalfizations.
· I~ on Lobbying. Prohibits the tobacco
manufacturers and their lobbyists from opposing
proposed laws intended to limit youth access audi
use of tobacco products.
· Access to Documents. Requii~s the tobacco
companies to open a website which includes all
documents produced in ~moking.and health=
related lawsuits.
How Many Sta~es Are Par~ of th~ Agreement? Nationally, the attorneys general of 46 states and
various territories have now.signed on lo the settlement proposal. The ~-maining four states-Florida.
Minnesota, Mississippi. and Texas--had previously settled their cases with the tobacco industry.
What Con~,an~ Are Par~ o/ th~ Agreement? T~ four major tobacco companies that negotiated the
agreement are Brown & Wilhamson Tobacco Corporation, Lorillard Tobacco Company, Philip
Moms Incorporated, and RI. Reynolds Tobacco Company. These four mauufacturcrs account for
mom than 95 percent of thc total sales of cigarettes nationally. Since the release of thc settlement,
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What Will It ~Vlean for California? The Tobacco Settlement Page 4 of 17.
most of the x~main~g smaller ~ manufacturers have joined th~ asree~e, nt, so that thc
share of th~ participating tobacco companies accounts for about 99.'/p~rcent of total national sales.
Does th~ 5ettl~nt~nt Require Val&tn~n? Under tee terms of the settlem~t pmpo~tL thc courts in
· each partieipatinll stare must approve the agreement. Th~ s~ttlemcnt does not require that any explicit
action be t_nk~_n b~ the stat~ lcgislalu~s. As w~ discuss later, however, the Le~latute may wish to
consider several actions relat__-d to th~ settlement.
In Cakfornia, on December 9, 1998, the'settlement agreement wns approved by the San Diego
Supehor Court, where the state's ease was being litigated. The settlement will become finalin
California if there nm no appeals within 60 days oftbe court's decision. C~lifomia was the nineteenth
statc whose court has approved thc atp'~x~n~. So far no court tn any other stat~ has rejected
settlement.
Monetary Provisions of the Settlement
The s~t£1em~nt agreement requizv~s th¢ tobacco companies to make payments to the sta/~s/n
/~rpemay, with ~ payments totaling an..~stimatexi $206 billion thtouSh 2025 nationally. ~ ftmds
will be divided among the states baaed on allocation petc. entnges ncgotinted by the attorneys geae~..
Th~se allocation percentages are bascd on a varictyof factors such as population and cigntrett~ sales
within tl~ state. These state allocation.percentages will not change over time. In order to pay for the
settlamcnt, the tobacco companies have rai~d thc price per pack of cigarettes by 45 cents.
Overview of Monetary Provisions
How Much.Mon~ Will California Get? California is .projected to r~ceive an estimntcd $25 billion
throul~h 2025, or about 12.8 tm'c.~t of the tmal monies altocatexl for th¢ states--the highest
pementage of any of the state's participating in the agreement. While the average annual payment to
California is estimated to be approximately S925 million, as can be seen in Fi~u~ 2, the
amount of fundin$ per year changes considerably over time. California's sham of tbe 1991~ payment is '
estimated to be $306 million and the~ is no scheduled payment in 1999 mxier the terms of thc
settlement. New York has the next high~'t allocation percentage, an amount that is very close to
Califoroia's alloca6on gerccntagc.
~igure 2
1998 Tt'u'ough 2025 ..
2000 '~ 409 "_~_ 818
2004 tha'OU~12007b~ . 447~ "' _?_.~ ' - 894]
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What Will It Mean for California? Thc Tobacco Settlement Page 5 of 17
rotor, --~ $ - S~s0~ ~,oo~
~e 1999~ ~v~r's B~get~u~s ~c ~i~ of~62 ~Uon.to.~ s~'s ~nc~
1999~ st~e's I~g ~cnt {S153 ~llio~) ~d ~ pa~eat (~ million).
~ ~ ~ Mon~? Scv~ ~to~a ju~cfiona, ~cl~g Los ~g~es Co~W
md ~unw of S~ F~c~o, h~ ~ ~ir own laws~ aga!~r ~ ~co co~.
5, 1998, ~ A~ey ~ enm~ into a ~mdum of UnderdOg ~O~
govem~n~ ~ c~a~ ~r laws~ wi~ ~c state's suR md provi~ f~ ~ ~l~on of
m~m ~ov~. ~ tc~ of ~ MOU inclu& m cvs, ~50, ~U~ of ~ ~
~n ~ sta~ ~d ~ 1~ govemm~ ~at sign on~ ~ ~. ~s, ~ c~d ~ b~on to
~ ~at~ p~u~r m ~ tob~o m~e~nr would ~ s~t ~n ~ s~ ~d
gov~ma~ ~ e~h r~ei~g $12.5 billion.
~c 1~ S~ ~1 ~ ~ Split ~n ~ counties ~d s~ ci~. Un~r
MOU, t~ ~'s 58 co~6es ~1 ~ivc ~ ~nt of ~ 1~ sh~, or $11.~ b~on.
~ wiU ~ d~ to ~ ~ges b~ on ~pulagom
T~ ~msining 10 ~ or $1.25 bffiio~ w~ ~ split cqua~y ~ong fo~ ~cd ~s
~gclcs, S~ D~go, S~ F~c~, ~d S~ Jo~. The MOU limits ~ ~ove~ to
could havg ~ ~ in--dent lawmit pu~u~t m a s~c p~i~ of ~ B~s
~f~i~ C~.
Lo~ ~~ do not ~w~ic~ly ~ci~ ~ fun~ uffi~ ~yjo~ ~e ~nt
i~ ~r~. To ~e ~tent ~t a ~W or ciw chases n~ m p~c~c, ~ mo~ ~t ~ ~d
have othc~i~ t~ived would ~ ~s~ibu~ to ~c s~ ~d I~ gove~cn~.
A~n~x 1 ~des a b~down of ~c ~d $12.5 bilhon gong ro ~e 1~ govcm~ u a
~sult of ~ sctflg~nt. ~c ~lc ~s~ ~at ~ of ~e l~a[ gov~cnm joia ~c
Ho~ C~ ~e Mon~ B~ S~e~? ~c tob~co ~nlcmcnt a~nt pl~ no rcst~gons on
of ~e ~nics by t~ s~s. S~y, C~omia's MOU wi~ 1~ govem~n~ ~s no
ms~o~.
M~y of r~ ~ ~d 1~ laws~ (~cl~ini C~oa'i) had ~ught ~v~ ~m ~ ~o
complies of ~c mb~-ml~d ~ ~ cos~ (such ~ Mcdi~) ~ by
~v~mcn~. ~ ~fficment ~t ~d C~ifo~'s MOU wi~ &c I~ gov~n~
s~cify ~ my 0f ~c fin~ci~ ~y~n~ by ~ ~mp~ics ~ m ~bu~ sram ~d
govc~cnm for such cos~.
Ab~t s~ific ~fion ~ ~ M~sla~e, ~ funds ~civ~ by ~ s~e ~om ~ ~ffic~t wo~d
~ d~o~ in~ ~e ~nc~ Fund. B~ause ~e mo~y is not I pr~d of ~,
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What Will It Mean for C. alifomia? The Tobacco $cfficme. nt Pag~ 6 of 17
couuted ~ revenues for purposes of calculatin8 the minimum guarantee ~adef Pco~sition
Doa tAe Se~tl~ment Money Count Towards the VLF Tr~gser? As p~ of ~h~ 1998-99 hudge~
package, the LcfL&lamre and Oovcrnor a&reed to certain cuts iu the state's ve.l~le license fee (VLF) in
future years if specified revenue forecasts (oF "tfi~crs") are ma:bed, We bel~ve that the *,~!tional
General Fund revenues fzom the tobacco settlement would be counted toward the triggm3. Based on
our most recent revenue 13~ojections, however, revenues from the settlement would not be enough by
themselves to pull a tfigse~ and generate an additional cut Lo the VLF. However, thc settlement
mooies would bring General Fund revenues close; to the levels that would activate the trigger,
revenues increase beyond current projected levels could result in an additional VLF cut in tbe future.
Wlun Wfll tk,~ Mone~ Be Avai~a/b~e? The se~cment a~reemcnt sets forth a payment and disl~l:mtion
schedule for the monies to thc states. The tobacco companies will msl~e payments into an escrow
account. Howeve¢, none of the money would be disttibutexi to the states from the e~o,~ accouut
until there is a 'fin~l approval" of the
"Final approval* is defined in thc alFccment as the earlier of (l) June 30, 2000 or (2) when 80 l~x:ent
of ~ states, representing 80 percent of thc al]ochre_A_ distribution, obt3in approval of thc. ir consent
decrees a~d all challenges and appeals are heard by their state courts. Currently, it is unknown when
final approval wi]J be achieved, but it is likely that it will occur b~forc June 30, ~X)0 (within the
state's 199900 fiscal year).
As part of the seRlement, the tobacco companies wiAl m~ a total of $ ~2 billion in "up-front"
payments. The fi~t paymen[ of $2.0, billion was paid to the escrow account by the eud of 1998.
Additional up-frotzt p~tymcuts of $2.4 billion will be Erode each January in 2000, ;Z00~, 200'2, and
2003. Annual payments will begin on April 15, 2000 and will be macro in thc following in~exnencs:
· 2000:$4.5 bittion.
· 2001: $~ billion.
· 2002 and 2003:$6.5 billion.
· 2004-2017:$8.1 billion. ..
· 20t8 anct annually thereal~'. $9 billion.
Uncertainties Regarding Money to California
Our review finds that there arc a number of factor~ that could have art impact on r~c amount of
dollars available to California, especially in the long run. Most of these uncertainties would result in
the state receiving less money than projected or receiving money with restricted uses, although two of
~he uncertainties could actually result ~n {he state receiving mom money.
Actions of the Federal Go~rm~ent That Could Offset Payments. The agreement has provisions to
reduce the paymen~ to the states in the even[ that the federal government takes certain specified
actions ag~in~ the tobacco compauie$ by November 30, 200~. St~.cifically, if the Congress enacts
lcgisla~on that provides for payments by the tobacco mauufacmrers (whether by settlement payment,
tax, or other me~us), which ~he federal government then makes available to the states fo~ heal~- :.
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What Will It Mean for 'California? The Tobacco Settlemcnt Page ? of l?
related, tobacco-related, or for um-estricted purposes, the tobacco compaaies could off, set the, ir
payments to the states by that amount. Umlez this scenario, the sl~te might receive the same overall
amount of money it would ha~e o~ received, hilt with the federal lovcr~m~ut setting the
priorities ot with siinificant strings attached, lqeithcr thc Coni~ess not the President have announced
any intention to take such actions at this time; nevertheless, such actions ~emaia a possibility in thc
future.
Actions of t~ Federal Government to Seek Reimbursement for Healtlt Care Costs. The federal
government shares with the states the costs of the Medicaid Program (Medi-Cal ia California).
Although the settlement with the states is not based on reimbursing states for costs of treating
tohacco-relatext illnesses ~tudcr Medicaid. federal law generally requires federal agencies ~o
reimbu~ements for the federal abate of any Mexiicaid costs. As a consequence, it is possible that the
federa2 government could seek reimburSement for its tobacco-r~lated Medicaid costs, either by
seeking a share of the states' settlement funds or by ta~in$ legal act/on against tobacco companies in
federal court. To the extent that federal authorities are successful ia obtaining part of the settlement
funds, this would reAuce the amount of funds retained by the states. In addition, to the ex~nt that a
federal court action results in a large payout by the tobacco compan/es to the federal government, the
companies may becom~ less solvent and less able to make the payments to the states as specified in
the states' setflemellt, r-,ederal authorities have not indicated whether they plan to undertake such
actions relative to this settlement. However, in response to a previously proposed settlement, they had
indlcazc~i that tl~y would seek a sha~c of..the funds.
Drop 0t Cigarette Sal~,. Thc settlement agreement contains provision~ that allow the tobacco
compani .es to decrease the amount they pay to the staten if the nationwide sales of cigarettes decrease.
Specifically, each ye. ar the amount of the payment to the states will be adjusted based on thc voltm~
of cigarettes shipped within the U.S. for sale. To the extent that this volume drops, the payments to
states will cleon:sac over time. The tobacco companies have raised their price per park by 45 cents in
order to pay for the settlement. To the axtent that the increase in the price per pack reduces the
amount of c~gamttes consumed, the payments to the stat~ would dacteasc over time.
This volume adjustment is based on nat~onvoMe sales, not just sales within Ealdomia. This could
minimize an), negative financial impact on CaLifornia sixxc¢ tobacco sales ar~ more lik~y to
faster in California than in the mt of the country due to (1) the additional 50 cents per pack tax
placed on cigarettes beginning on January 1, 1999 ~ a result of ?roposition 10 (discns.~! in grc~er
detail below), and (2) the existing antismoldng campaign that already erdsts in California that is
ffiudexl from Proposition 99 monies.
Lawsuits by Nonparticitzafing/~¢a/Go~,e. rnm~n~. If a local government does not join in the
settlement but rather continues with a lawsuit agninst the tobacco companies, the local government
would not receive any funds from the settlement. The share that th~ would be eligible for under the
terms of the MOU would be divided by the state and the other participating local govetnmen~
However, any award, judgraent, or serdcment won by a nonparticipating local government would be
offset against tobacco companies' payments to the entire state. At this time, ba_wxl on informal
discussions with local ~ovcmmcncs, it seems tikely ~at most, if not all, local ~ovemmeats in
California will pamcipate in tl~ state settlement.
· obacco Company B~nlo'aptcy. 'I'ne tobacco settlement was entered into with the U.S.
manufacturing subsidiaries of the tobacco companies. As a consequence, theparent comt~anles are
not respot*,aible for payments to the states should one of thc subsidiaries go bankrupt. Bnnlemptcy by
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What Will It Mcan for California? The Tobacco Settlement Page $ of I7
one or more of the tobacco manufacture~.~ is a possibility given that the manufactum~ still fac~
potential lawsuits from individuals and e_l~,s actions. For example, there is currently a ¢las& action
case in Florida al~ainst the tobacco manufacturers scckin~ S200 billion.
Should one or more of the tobacco companies declare b~nlrruptcy, the amoant af money 5,~in§ to die
states could decrease significantly. The mmalning companies would not be responsible for payin~ the
obligation of the bankrupt companins.
R~luetion in Marl~t Sha~ o)'$~l~ng ComFanlew. Over time, the payments of the pariicipatin6
manufacture~ can decrease if they lose market share to nonparticipating manufacturers. Unc~r the
terms of the agreement, the states can protect themselves against: a reduction in payments by passing a
"model statute" included in thc at~eement that would requir~ nonparticipefin$ nmuuf~t~ to put
funds into escrow accounts for 25 yca~ equiv',dent to the amounts paid by the participating
manufacturers.
This pos3ibility of reduced payments due to a decline in market share is probably not a major
concern. This is becsuse~ as indicated earlier, most of thc smaller lx~bacco manufactu~rs hav~ now
agreed to dm deal. Under the terms of the deal. the public health provisions of thc agrr, ement will
apply to these companies. Should their market share increase to a specified level, they will become
responsible for making payments corresponding m those duc by the original participating companies.
States would not receive any additional monies, but ~ shares paid by individual companies would
chan[~e.
Increased Poym~nts From the **Strategic Con~r~bation." From 2008 through 2017, the tobacco
companies will provide a 'suategic contribution" of S861 million per year to the states tn exce.~s o~
u~ other payments. How these funds ar~ allocated among the sta~,s will be determined by a panel
committee of three former attorneys l~cncral. Thc cfi[erin for the allocation of the stratesic
contribution will take into account each state's contribution to the litigation. California was a
relatively late entrant among states to the litigation, which may hurt thc sta~¢'s chain:es of roccivin§ a
significant portion of the straceF, ic contribution. Howcv~, lhe fact that the California Attorney
General was one of thc clgh[ afforncys ~ that negotiated the agrecmcrtt and cbc sheer size of
su~ae's case against the companies may offset any disadvantage.
Increases Due to Inflation A~ju~tmen~. The payments made by thc tobacco companies will incense
above the curre, utly estimated amounts due m an inflation adjustment. The future tobacco payments
will be adjusted annually by 3 percent or the national Consumer Price Index (CPI), whichever is
greater. Thus, to the extent that thc volume of cigarettes shipped within ~ U.S. does not tie,case,
the total payments to the states will increase.
Legal Implications of the .Settlement
· The tobacco settlement agreement likely brings to a close various state and local government
litigation ag,i,,,-~ the tobacco companies and has a number of legal implications.
WluU Hapl~en.~ m the State's Case as a Result o/the $etEement? On lune 12, 19~7, the Califot'nia
Attorney General filed a lawsuit against thc major tobacco companies in the Sacr~___m~u_ to Sup~ior
Court containin~ fotu causci of ac~on, a.s shown in Figure 3. By the time of the settlement
agreement, two of the causes of action had already been dismissed by the court and two others were
yet to b~ addressed by the conn.
http://www.lao.ca, gov/011499_tobacco_settlcment.html 8/31/99
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What Will It Mcan fo~ Califoraia? The Tobacco Settlement Page 9 of 17
* ~corery of To~mcco..Re~#,ed Med~'C~ E,.R~nd~n~. ~c s~tc taught 1
~~nt f~ ~ ~ ~ ~o~d~ ov~ ~e ~ ~ ~ ~ M~-
~ ~~ w~ ~r ~ ~n~scs ca~s~ by ~bacco pr~.
o~ m~t s~ cigars ~d mb~o
on ~ ~ of mi~ve p~uct
~~ons ~d ~ve ~t_e~nm to ~11 ~e~ prodt~ (2) ~e~g
~o~ ~ buy ci~, (3) ~p~afing ~v~ls of ~co~ne wi~out
I
d~enm ~ mco~ w~ch wo~d o~e~se ~ve b~n av~l~ to in~
~if~ au~i~s of ~ comp~s' ~n6doings. T~ ~e~on w~
U~n appwv~ ~ ~e ~ons~nt ~c~
~H ~ co~de~ ~ ~ pmvio~y i~c~ed,
count ~ on ~m~r 9 ~d ~ ~flement ~o~s
chEleng~ d~g that ~d~. ~e ~t a~nt gen~r~y ~s ~ si~in~ tob~
~cmcnL
How h ~e ~e~ ~ff~m F~m a Rewoken R~u~g F~m a
wi~ a ~gh level of ~n~ how a
have auld. It s~ ~l~ely, hewers, ~t a co~ would hava o~e~ pco~si~ ~a~ m p~c
~ ~at ~ tob~ co--es sub~uea~y a~d to
However, ~use the ~es ~ve agreed
~e s~ mona q~c~y and e~ily ~nce the co~ would lilly hav~ a~ad a co~ ~ision.
Co~? ~ the se~e~m pla~ resections
laws~ by i~vidu~s ~d cl~ of ~vidu~s against the tob~o co~ co~ ~11 go
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05/31/99 "11~ 09:4,9 F..L~ 8,05 855 3190 KI~:RN CO .~DlllN ~011
What Will It Me,m for California? The Tobacco S~Rlement ~ 10 of 17
How Wtl~ fAe Se~ Be Enforo~d? The a~mcnz
~bHc He~ ~o~siom bf ~e Settlement
W ~uce ~o~ng ~d ~us ~ve publk ~& Fibre 4 su~ ~ mjor pub~ h~-
Fi~ 4
, R~cflons on Adv~
o Ba~ ~ off--on c~ in advising.
o ~o~i~ ~e~g~u~
~, shopping ~s,
f~t.
sho~s, ~er ~ons, li~ or r~r~ music ~o~ces, ~d
~ ~d video
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~ W~ ~ Me~ for ~fo~a? ~ T~ Setd~ent ~ l I of 17
(~ cu~nt ~ cx~).
· New Naflo~
~ to r~uce ~ smogS.
rolo pmduc~.
It is unknown how effccQvc theze provisions will be. h should bc noted, however, that some of thc
c[form dmt will be estabtizhcd as a result of thc sctttcment, such as advet*dsiug and education
programs to combat smoking, alrcady eydst in California and are supported with Proposition 99
funds.
Differences Between the Settlement and Previous Agreements
The current agreement is the culmination of efforts to ~ettle state lawsuits against thc tobacco
compa~cs that have beert ongoing for several years.
The 1997 "Global Settlement"
In m/d-19c)7, thc attorneys genial of 40 stzZe..s and the companies worked out thc so-called "global
settle, mcat" agreemcnt. Under this agrecmcnt, thc companies would have madc major
;.
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What Will It Mean for California? The Tobacco Settler~nt Pa~e 12 of 17
payments to the slmes, These payments would bc in exchange for certain enacunent of laws by ·
Conic. ss which would have essentially haRed much. of fl~e Iifiga~ion against die tobacco industry and
placed certain restrictions on furore lifib, aflon against the industry, including no punitive dama/~, no
class aclions, and an annual cap on damage payments. Although federal legislation was introduced
enact the global seo. lcmcat, az well az legislation ~ went far beyond that sc~emenr~ Congre~ did
nol pass any legislation. Thc current multis~aie se~tlcns~! requires no legislative action by Co~gress.
The currant scillcmznt does not provide fSr payments as large az the lgobal seulemenc The global
seulemeut pwposed ~368 billion ovc~ 25 years in payments to the states as oppoaed to the cumml
agreemem which is $206 billion over ~ years.
F~om a public heal~h s~andpoint, probably u~ most .significant policy differencc between dm two
sc~lemen~s is thai the global se~lement wo~ld have changed current federal law w allow the U.S.
Food and Drug Admiaist~ahon (FDA) to regulate tobacco, la a~di~ion, the tlobaI
contained somewhai broader restriaions on the content of tobacco company advalising than the
currem settlement, aldmuBh the currcnl agreement coutains broader msuiciions on the placealen~ of
advert§sial. The global sevlemem contah~ so-called 'look-back" provisions tha~ would have
pensli~cd tobacco companies if youth smoking did not dccline over iime. However, only thc cun~t
settlement includes e~s'~ablid~ment of a national foundation to study youth smoking and fund
an0~srnokin$ advents§nB.
Settlements SVith the Four Other States
As indicamd earlier, fou~ states (Florida, Minnesota, Mississippi, and Texas) all have previously
senled their cases a~ainst ~h¢ tobacco companies with conditions and provisions similar io those of
thc current seulemenc Thc amount of money projected for California under thc cun~n! seldemen~, on
a per capita basis, is similar to thc amotu~s projected for Florida and Texas. Howcvcr, in Mississippi,
which was d~e first state to filc a lawsuit, and in Minnesota, which ~uled just pfio~ to the end of ~c
trial, the per capita arno,,,,~s were much greater than for California in the ctm'ent multistaU~
a~reemcnl.
Relationship of the Settlement to Proposition 10
Proposition 10, enacted by the votcrs in the November 1998 election, created the California Child~n
and Families First Program. This program will fund early childhood development pro§r~m-~ from
revenues generar~-d by increases in ~he s/ate excise ~ on cigaret,,~ ~d other tobar, co produc~s. The
measure increases the excise ~x on ci~arett~ by 50 ccnts t~ pack beffinnini Ianuary l, 1999,
brin~ini ~he total s~c excise mx to
87 cents per pack. The measure also will increase the exci~ mx on other types of wbacco products
(such as cigars, chewin§ tobacco, pipe tobacco, and snuff) be~nni~§ luly 1, 1999.
Although both thc tobacco agreement and Proposkion l0 will §¢nerate substantial additional
revenues to the stye and local ~ovcmmen~s in California. their sim§lark§es end r_here. The major
difference between thc two is tha Proposition I0 revenues can only be used for specified puxl,OSCS
allocated by local commissions, whereas u'~cro arc no restrictiont on the use of thc tobacco seulement
monics by the smu: or local tovcrnments..
Fi/ute ~ compares thc major features of the tobacco settlement and Proposition 10. Appendix
shows our estimate of the revenues ~o the individual count§cs resulting from thc mcazurc for 1998-99
http://w~w.lao, ca.gov/Ot 1499_tobacco_seRlement.html 8/31/99
08/31/99 'l'l.."l[ 09:$1 F.*LI. ~05 $68 $190
What Will h Mcan for California? The Tobacco Settlelllcnt Pa~ 13 ~ 17
(partial-year implementation) and 1999-00 (fall-year implementation), (For additional information on
Proposition 10, ple~s~ sec ou~ r~ccnt report Pvoi~osilion lO: How Does It Work a~d Wh~ Ro~e ~
r& Legislature Piny in I~ lrn~lememva~on ?
tqpre S
i Tobacco SeUlemeat 1{ eropesitio~ 10
~even,e ;800 million to $1 billion-a~nually. ~gg0 million in 1999-00
split .50-50 between staic and local Uecliaing slightly in subsequent
Use o~ fuad~ "!No resections "R,~ricted to child development
pmgrams
l~ro.j~cted revenue '~ Significant tmc~ainty, cspccially i~ Likely to decline slowly
:he lon~ run
Contro~ or tm~ds S~ate and locally elected officials Com~ppoint~xl commission
and staie commission
How funds generated Payments ~rom tobacco companies N-~W state tax on tobacco
What Should the Legislature Do?
As indicated previously, the ~nt does not require any action by thc Lcgislann'e in onler to take
effect. However, the agr~ment raises a number of issues that thc Leglslalure will need to consid~.
Recognize Funding Uncertainties in the Long Run
Despite the uncertainties oudincd above, we believe thai it is relatively certain thai thc state will
receive thc projected amounts of revenues from th~ settlement ar least ia thc siren nm (the nex~ three
years or so). However. s~veral of thc uncertainties, such as potential declines h~ smoking and future
actions of thc federal government, make thc long-term funding levels much more questionable.
Given the long-term uncertainties abouc the revenues, we recommend ri~ar the Lcgislatu~ refrain
from dedicating the tobacco settlement monies to support specific new ongoing programs. Rait~er, we
believe thar it would bc more fiscally prudent to rcexamiae the settlement projections regularly ami
continue to deposit the money in the General Fund without specific camuuking for a particular
program. Should the Legislature wish to establish new programs, such programs should compete for
revenues from the General Fund with all other legislative priorities. Our recommended approach is
consistent with the (}overnor's
199%00 budget proposal.
Recognize Benefit to Local Governments
Since thc property tax shifts oftbe early 1990s, the Legislature ha~ taken many actions to bolster thc
h ttp://www, lao.ca, gov/011499_rob acco_scttlcmcnt.htrrd 8/31/99
08/'31/99 TI.~ 09:$1 F.'t,T,. 80.% 868. 3190 KERN CO .~])MIN J~o15
~ Wi~ It M~ for ~fo~? ~ Tob~ S~t P~ 14 of 17
~ ~wn ~ H~ ~ ~ t~o sc~e~nt is ex~ to pm~de m 1o~ ~v~n~
$153 million ~ ~c ~ y~, ~s~ ~ ~ut ~ m~on ~u~y wit~ e few y~. ~ ~ ~ of
Mo tor New Nafio tobacco
~ se~e~nt ~l~s · ~fio~ fou~ation ~ comb~ smo~ng a~ ~clu~s a ~ of
not c~ ~w ~c moni~ w~ ~ u~ at ~s ~ Howev~. it ~ ~cly ~at ~h cff~ ~d
~l~ent ~ supplest ~ ~'s ~isgng effo~ ~ c~b to~o co.top,on. For ~ ~n, it
~der Ad~g ~e M~ ~la~on ~uded
Concision
~ tob~ ~nt will ~t in si~c~t ~o~ resou~es to ~o~'s s~te ~d 1~
~ un~n~cs su~un~g ~ level of fun~ ~ ~te will ~eivc in t~ ~t~ ~ ~n ~to
~ounL
Appen 1
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What Will It Mean fOr California? The Tobacco Settlement Page 15 of 17
E~ii~ated Annual Pa,/ment~ to Local Goverr~ent~ Fm'm Tob~__,?~o SettE, menta
4
3
3
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What Will it Mean for Califoruia? The Tobacco Sctt]ement Page 16 of 17
I
Appendix 2
,C~nV 'Il 19~-~ I ~-oo ~ ~ ~ ]~ ~.~
~olma i 1~ 3~ S~ Ben~ 486' '
C~a C~ { 6,731 S~ B~~o 1~,~ 29.~
~1N~ q 1~ 337 S~ ~e{o ~.683 4~.~
..... ~,ml ~.~
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What Will It Mean for California? The Tobacco Sefficment Pase 17 of 17
~ 6, t71 11,740 Sa~a C~'z ~ 1,9~t9~ 3,707
l~O. Sac~to. ~ 95814.
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MEMORANDUM
September 1, 1999
TO: Gene Bogart, Water Resources Manager
FROM: Steve Lafond, Hydrographic Supervisor~~6~
SUBJECT: Labor Day Holiday Recreational Flow Program
Once again, the City Water Resources Department and Improvement District No.4 of the
Kern County Water Agency will team together water supplies and facilities to provide for a
holiday flow program in the Kern River Parkway.
In anticipation of the coming three-day Labor Day holiday period, City Kern River water
will be released from Isabella Lake storage beginning later this week. This additional water
release from Isabella Dam will be timed to coincide with increased ID#4 State Water Project
delivery off the California Aqueduct. Current plans are to provide for increased flow into the
Parkway between noon Friday, September 3, 1999 and Tuesday morning, September 7, 1999.
The final scheduled flow program for the 1999 summer recreation season will result in
approximately 200 cubic feet per second of combined Kern River and State Project water being
turned into the Parkway just downstream of Chester Avenue bridge. One hundred percent of the
water flow will be directed by City crews for groundwater replenishment purposes within the
Parkway boundaries.
I PRESS RELEASE
CONTACT:
Alan Christensen or Ross Elliott
Assistant City Manager Senior Deputy County Administrative Officer
City of Bakersfield County of Kern
(661) 326-3606 (661) 868-3183
FOR IMMEDIATE RELEASE
August 31, 1999 d/
City Council and Board of Supervisors to Hold Joint Meeting
The. public is cordially invited to attend a joint meeting of the City Council and the Kern County
.Board of Supervisors, hosted by the City of Bakersfield. This meeting will be held in the auditorium
of the Bakersfield Convention Center, 1001 Truxtun Avenue, Monday, September 13, 1999
beginning at 4:00 PM. Bob Price, Mayor of the City of Bakersfield, will serve as moderator.
Topics of discussion will include Meadows Field Airport Terminal Expansion, Universal Waste
Collection in the Metro area, Governmental Center Parking, and other key issues.
A copy of the agenda can be obtained by contacting Pamela McCarthy, City Clerk at (661) 326-
3767, the City's web page, or Denise Pennell, Clerk of the Board of Supervisors at (661) 868-3585.
For those unable to attend, the meeting will broadcast live on KGOV television at 4:00 PM with a
delayed audio transmission available through the City's web page at www.ci.bakersfield.ca.us and
tape delayed television broadcasts on KGOV at Friday, September 17 beginning at 6:00 PM, and on
Sunday, September 19 beginning at 1:00 PM.
BAKERSFIELD
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: Alan Tandy, City Manager
FROM: Raul Rojas~ Public Works Director~~-~ j~.
DATE: September 2, 1999
SUBJECT: BULKY ITEM DROPOFF DAY- SATURDAY, SEPTEMBER 11, 1999
On September 11th, all city and county residents are invited to drop off unwanted bulky
items, from 7:00 am to noon, at these four sites:
North High School
South High School
East High School
St. John's Lutheran Church @ New Stine and Belle Terrace
Residents can get rid of old couches, chairs, refrigerators, stoves, swing sets, etc.
People can also unload car and motorcycle tires--up to a maximum of four passenger
tires per vehicle. Only passenger tires will be accepted. Truck and tractor tires must be
taken to the landfill.
The intent of bulky item days is to provide residents the convenience of discarding items
too large to put out with the regular trash, without having to drive all the way to the
landfill. This is free for city and county residents, not businesses. Therefore, regular
trash, household hazardous waste and business waste will not be accepted.
The one-day event is sponsored by the City, County and local trash haulers.
^dvertising for the event will be covered by the County and the local haulers. City
workers will provide on-site coordination at two of the locations.
HM:hm
P:\WP\M EM\r_bulky.mem.wpd
BAKERSFIELD
Economic and Community Development Department
MEMORANDUM
September 3, 1999
TO: Alan Tandy, City Manager
FROM: Jake Wager, Economic Development Director
SUBJECT: Restoration Community Project, Inc. (RCPI) - Friese Inn Rehabilitation Project
Progress Report
As mentioned in the July 22, 1999 update, construction problems and unforseen repairs have delayed
the completion of the 11-bedroom transitional housing project located at 721 and 725 8th Street.
During the last 5 weeks RCPI's architect has conducted an in-depth analysis of the overall condition
of the Friese Inn project.
RCPI's architect has concluded that in order to complete the entire rehabilitation of both buildings
would now require an additional $172,000. The original estimate cost in 1997 for this rehabilitation
was $180,000 from both the City and County Community Development program. In March 1998,
the City and County approved a $60,000 change order to the raised rehabilitation budget of
$240,000. RCPI is now seeking bank financing to complete the project.
Loan applications have been submitted to both Bank of America and Washington Mutual Bank (loan
commitment is expected in the next 30-45 days). In the mean time, RCPI has received an offer for
a bridge loan of $172,000 until permanent financing is secured. When permanent financing is
secured, the City Council and County Board of Supervisors will need to authorize the subordination
to the new loan.
A meeting with representatives from the various parties is being scheduled to review the progress of
the project. The revised completion date for this project is October 1999.
dlk:P:\GEORGEXrcpi progress report
Economic and Community Development Department .
MEMORANDUM ...
August 30, 1999
TO: Alan Tandy, City Manager {,r ~ ~
FROM: Jake Wager, Economic Development Dir~tor,=,~Yu ~
SUBJECT: Update of August 26, 1999 Southeast Bak'm:afiald.-P~C meeting
The Southeast Bakersfield Project Area Committee (PAC) met on August 26, the monthly meetings
for June and July. This was the first meeting of the PAC since June 3. The two scheduled meetings in
June and July were canceled by the Chair due to summertime schedules and probability there would be
a lack of a quorum.
The agenda covered the following items: Reports from,
· KEDC on business attraction efforts
· Business Subcommittee
· Community Organization Subcommittee
· Community Relations Subcommittee
Continuation of request to discuss an operational budget for the PAC.
Discussion of need for open meeting with the community
PAC chair Art Powell called the meeting to order at 6:48 PM. Six of the ten PAC members were
present, as well as the two alternates. One members of the public was in attendance, (this person
assists in driving Mr. Owens, an alternate, to the meetings due to his poor eyesight).
Under Correspondence, there was discussion about the letter Mayor Price had sent to Mr. Powell on
his willingness to consider any individual seeking an appointment to the CDDA. Staff provided the
PAC with a list of CDDA members and the expiration of each term, and told the PAC two Agency
members had resigned. The PAC, seeking consideration of a southeast representative on the CDDA,
made a motion send a letter of support for both Mr. Powell and Ms. Campbell to be submitted to the
Mayor. Staff will mail applications to Mr. Powell and Ms. Campbell for applying to the two Agency
positions available.
Mr. Dean reported under the Business Subcommittee that he had traveled to Sacramento and discussed
redevelopment with the Oak Park Redevelopment Agency, getting a copy of their RFP for
development of a shopping center. He said the RFP required the developer and company to set up.
minority training programs and required the m to hire from the neighborhood, requirement~'ihe f:'e'_el_s.~ ~.~%~
the PAC should be including in RFP's for the southeast. He also talked with Rally's Supermarket
Corporate Headquarters on bringing a store to Southeast Bakersfield. He feels to PAC sh~u~.a be
S:\REDVAREA\PAC meeting (SE) 8-26 memo.wpd
Update of August 26 Southeast PAC Meeting
August 30, 1999
Page 2
involved in developing RFP's to encourage developers to build in Southeast.
Isaiah Crompton had no report from the Community Organization subcommittee.
Ricky Peterson had no report from the Community Relations subcommittee.
Under Old Business, discussion continues to occur on why the City will not provide a budget for the
PAC activities, such as an office, refreshments for meetings, sending PAC members to conferences.
Staff has explained a number of times the limitations on funding PAC activities, but each time the
PAC feels money should be given to fund their wants. Mr. Peterson requested that the City Attorney
file an "appeal of denial" to force staff to develop and fund a budget for the PAC. The PAC decided
to direct a sub committee to develop goals and objectives for a PAC budget and office, which they will
submit directly to Councilmember Carson.' The members of this subcommittee will be Mr. Peterson,
Mr. Dean, and Mr. Powell.
The PAC made a motion for staff to submit a request to the City Council through Councilmember
Carson to pay for two PAC members to attend a redevelopment conference in Glendale on September
16~h & 1Th sponsored through California Redevelopment Association.
Ms. Campbell would still like an open meeting with the community so people can talk freely with
PAC members about what they want to see redevelopment do. The group thought that they should be
represented at a booth at the upcoming "Looking Good Neighborhood Festival" on 10/23 at MLK.
Under New Business, PAC requested staff draft a letter to be sent to PAC members who have missed
three or more meetings. The letter will inquire into their intentions regarding further membership on
the PAC. Staff was also directed to check the PAC Bylaws on the PAC's ability to remove PAC
members for excessive absences and appoint alternates.
Marvin Dean requested a copy of the Ordinance establishing the Southeast Redevelopment Area that
includes the ordinance number and all required signatures, so he can make sure nothing was changed
from what the PAC approved.
Under PAC Member Statements, some discussion focused on why the Bakersfield Inn sign couldn't
have been saved for the community
The meeting adjourned at 9:05PM.
Staff will continue to provide these updates as the PAC meetings progress.
S:LREDVAREA~PAC meeting (SE) 8-26 memo.wpd
BAKERSFIELD
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: ALAN TANDY, CITY MANAGER
FROM: RAUL M. ROJAS, PUBLIC WORKS DIRECTOR,/'L~ ~
DATE: August 31, 1999
SUBJECT: STOP SIGN AT 8TM AND T STREETS
Council Referral WF0018207/001, Ward !
"CARSON AGAIN REFERRED TO STAFF THE ISSUE OF INSTALLING A STOP SIGN AT THE
INTERSECTION OF 8TM AND T STREETS."
The intersection of 8th and T is a controlled intersection with a two-way stop. The minor
street, T Street, stops at 8th Street, the through street. The Traffic Engineer will be
collecting new traffic volume and vehicular speed data on the street within the next week
to ten days. This will allow any nearby school related traffic some time to normalize after
the start of school and not adversely affect the data collection. A report will be provided
with the results of the traffic study.
G:\GROUPDAT~Referrals\Carson\Sth-TstreetsWF18207.wpd Page 1 of 1 Page
~.~C~ty of Bakersfield *REPRINT*
~ WORK REQUEST PAGE 1
R~/JOB: WF0018207 / 001 PROJECT: DATE PRINTED: 8~27~99
REQUEST DATE: 8/25/99
CREW: TIME PRINTED: 13:35:51
SCHEDULE DATES
LOCATION: ~'1': 8~25~99
COMPLETION: 9/07/99
GEN. LOC: WARD1 FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
REQ DEPT: CITY COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: CARSON ORIGIN: CITY COUNCIL REFERRAL.
USER ID: RBARNHAR WORK TYPE: REFERRAL
DESCRIPTION: STOP SIGN 8TH & T ST.
REQUEST COMMENTS
***REFERRAL TO PUBLIC WORKS***
CARSON AGAIN REFERRED TO STAFF THE ISSUE OF
INSTALLING A STOP SIGN AT THE INTERSECTION OF
8TH AND "T" ST.
Job Order Description: STOP SIGN 8TH & T ST. Category: PUBLIC WORKS
Task: RESPONSE TO REFERRAL
Assigned Department: PUBLIC WORKS
START DATE / / COMPLETION DATE / /
BAKERSFIELD
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: ALAN TANDY, CITY MANAGER
FROM' RAUL ROJAS, PUBLIC WORKS DIRECTOR~.
DATE: AUGUST 31, 1999
SUBJECT: VARIOUS ROAD REPAIRS
Council Referral WF0018206 / 001
Councilmember Saivaggio referred the issue of road repairs at the following intersections:
1. Ming Avenue & So. "H" Street
2. Leveling of a ridge at "H" Street and Brundage Lane.
1. The Streets Division will inspect the intersection at Ming Avenue & So. "H" Street
and perform any necessary road repairs. This is a heavy traveled intersection and
road repairs have to be scheduled to be done on a weekend. Any necessary
repairs will be performed during the weekend of September 11, 1999.
2. The leveling of a ridge (bump) on the north bound lanes of So. "H" Street at
Brundage Lane will be performed before September 20, 1999.
G:\GROU PDA'RSTREETS\VariousRoadRepairs18206,wpd
~-"~ .~ity of Bakersfield *REPRINT*
i WORK REQUEST PAGE 1
REQ/JOB: WF0018206 / 001 PROJECT: DATE PRINTED: 8/27/99
REQUEST DATE: 8/25/99
CREW: TIME PRINTED 13:27:48
SCHEDULE DATES
LOCATION: ~Ta~'£: 8/25/99
COMPLETION: 9/07/99
GEN. LOC: FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
REQ DEPT: CITY COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: SALVAGGIO ORIGIN: CITY COUNCIL REFERRAL
USER ID: RBARNHAR WORK TYPE: REFERRAL
DESCRIPTION: VARIOUS ROAD REPAIRS
REQUEST COMMENTS
***REFERRAL TO PUBLIC WORKS***
SALVAGGIO REFERRED THE ISSUE OF ROAD REPAIR AT THE
FOLLOWING INTERSECTIONS: 1) MING AVENUE AND SO.
H ST., AND 2) LEVELING OF A RIDGE AT "H" ST. AND
BRUNDAGE LANE.
Job Order Description: VARIOUS ROAD REPAIRS
atpgory: PUBLIC WORKS
asK: RESPONSE TO REFERRAL
Assigned Department: PUBLIC WORKS
START DATE / / COMPLETION DATE / /
BAKERSFIELD
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: ALAN TANDY, CITY MANAGER
FROM: RAUL.ROJAS, PUBLIC WORKS DIRECTOR
DATE: AUGUST 31, 1999
SUBJECT: ROAD CONDITIONS ON HIGHWAY 178
Council Referral WF0018205 / OOI
Councilmember Maggard referred the issue of poor road conditions on Highway 178 east bound and
requested staff contact Caltrans for an update on the resurfacing project including the anticipated
completion date.
Staff contacted Caltrans and spoke to Mr. Jack Collins, Design Engineer, who is in charge
of the resurfacing project on 178 Highway. The following information was obtained from
Mr. Collins.
1. Highway 178 will be resurfaced between "M" Street and Oswell Street. Granite
Construction Company anticipates starting resurfacing the east bound lanes on
Monday, August 30, 1999. The resurfacing will be performed at night between
the hours of 6:00 p.m. and 6:00 a.m. The resurfacing project is expected to take
sixteen (16) working days to complete. The target date for completion of the
entire project is September 20, 1999.
2. Caltrans' engineering standards exclude paving under bridges. Therefore,
grinding headers on each side of the bridges had to be performed. Cold-mix
was used to ramp each header and construction signs, warning traffic of the
rough road conditions and the bumps, were placed in accordance with Caltrans
safety standards.
3. A Caltrans inspector will review the area daily to make sure that construction
signs are properly placed.
4. The "On" and "Off" ramps on Highway 178 will be resurfaced in the sPring in the
year 2000.
Staff will monitor this project and report any public concerns to Caltrans.
I
G:\GROUPDAT~STREETS\CaltransProjects18205.wpd
~ ~ ~ WORK REQUEST PAGE 1
REQ/JOB: WF0018205 / 001 PROJECT: DATE PRINTED: 8/27/99
REQUEST DATE: 8/25/99
CREW: TIME PRINTED 13:27:55
SCHEDULE DATES
LOCATION: ~'ra~'r: 8/25/99
COMPLETION: 9/07/99
GEN. LOC: FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
REQ DEPT: CITY COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: MAGGARD ORIGIN: CITY COUNCIL REFERRAL
USER ID: RBARNHAR WORK TYPE: REFERRAL
DESCRIPTION: ROAD CONDITIONS - HWY. 178
REQUEST COMMENTS
***REFERRAL TO PUBLIC WORKS***
MAGGARD REFERRED THE ISSUE OF POOR ROAD CONDITIONS
ON HIGHWAY 178 - EAST BOUND AND REQUESTED STAFF
CONTACT CAL TRANS FOR AN UPDATE ON THE RESURFACING
PROJECT INCLUDING THE ANTICIPATED COMPLETION DATE.
STAFF TO REPORT BACK TO MAGGARD.
Job Order Description: ROAD CONDITIONS - HWY. 178 Catpgory: PUBLIC WORKS
Tasx: RESPONSE TO REFERRAL
Assigned Department: PUBLIC WORKS
START DATE / / COMPLETION DATE / /
BAKERSFIELD
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: ALAN TANDY, CITY MANAGER
FROM: RAUL M. ROJAS, PUBLIC WORKS DIRECTOR~ .,~
DATE: September 2, 1999
SUBJECT: DOWNTOWN STREET REPAIRS
Council Referral Record #WF0018204/001- DeMond
ICouncilmember Pat DeMond'referred to staff the issue of completing street repairs in the [
I
Downtown area.
I
Staff contacted Councilmember DeMond regarding the above subject matter. Her
concern is the open trenches downtown that have not been paved after the fiber optic
lines were installed. Specifically, 17th Street at both "L" and "K" Streets.
Public Works staff is pursuing an investigation of the streets where open trenching has
been performed. Contractor will be informed that they should pave any existing open
trenching before they continue with the work in other areas.
C:\Wl N DOWS\TEM P\gwprint~DwnTwnStreetRepairsWF0018204.wpd
City of Bakersfield *REPRINT*
~ WORK REQUEST PAGE 1
REQ/JOB: WF0018204 / 001 PROJECT: DATE PRINTED: 8~27~99
REQUEST DATE: 8/25/99
CREW: TIME PRINTED: 13:36:06
SCHEDULE DATES
LOCATION: $'r~T: 8~25~99
COMPLETION: 9/07/99
GEN. LOC: FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
REQ DEPT: CITY COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: DEMOND ORIGIN: CITY COUNCIL REFERRAL
USER ID: RBARNHAR WORK TYPE: REFERRAL
DESCRIPTION: DOWNTOWN STREET REPAIRS
REQUEST COMMENTS
***REFERRAL TO PUBLIC WORKS***
DEMOND REFERRED TO STAFF THE ISSUE OF COMPLETING
STREET REPAIRS IN THE DOWNTOWN AREA.
Job Order Description: DOWNTOWN STREET REPAIRS
at~gory: PUBLIC WORKS
as~:. RESPONSE TO REFERRAL
Assigned Department: PUBLIC WORKS
START DATE / / COMPLETION DATE / /
BAKERSFIELD
CITY MANAGER'S OFFICE
MEMORANDUM
September 3, 1999
TO: Councilmember Couch
FROM: John W. Stinso~stant City Manager
SUBJECT: Referrals dated 8~25~99
The following are staff responses to the referrals made by you on 8/25/99.
#1 Dove Hunting near Kern River @ I-5. Pursuantto City codes there is no hunting nor
discharge of firearms allowed within the city limits, including the 2800 acre water
recharge area.
#2 Proposed / scheduled signal @ Hageman and Patton. This item was referred to
Public Works. Their response and revised signal priority listing is attached.
#3 Complaint from Trudy Turney re. AYSO soccer coach. Stan Ford contacted Ms.
Turney and explained our park usage policies. A memo explaining the situation is
attached.
#4 Fox Theater Lights. Per your request I contacted Shirley Serpa regarding the
lighted bollards at the Fox Theater. She asked why the bollards on the southwest
corner of 20th and H were not lit like those on the northwest corner. I explained that
the bollards are a different type and do not have lights in them. The improvements
made in this area were done in conjunction with major capital improvements made
by the Fox to improve the immediate area adjacent to the theater and relied on a
tie in to the Fox's electrical and water systems. There were also limited funds for
this project. Ms. Serpa was appreciative of the response.
#5 Paving concerns of Mr. Reimer on Valleybrook Drive. This item was referred to
Public Works. Their response is attached.
#6 Lighting complaint from Paul Mock. Development Services will meet with the
property owner and neighbor to try and resolve the lighting issue. A memo
regarding the status of this item is attached.
#7 Redevelopment meeting agendas "on line". The City Clerk is working with the
Economic Development Department and will add redevelopment agendas to the city
web site.
#8 Billboards in County areas adjacent to the City. This item has been referred to the
Urban Development Committee for further review. The next meeting is scheduled
for September 27th. A memo regarding the status of the recent billboard issue is
attached.
#9 Police Complaint. This item has been referred to Chief Matlock for investigation and
action.
#10 Centennial Plaza- Large Fountain. Recreation and Parks has prepared an memo
in response to your questions about the maintenance of the large fountain.
#11 Article re. "Making inroads in private highway construction". Copies of this article
have been distributed by the City Clerk to the Mayor and Councilmembers as you
requested.
#12 Insurance issue. A response has been prepared by Human Resources Manager,
Carroll Hayden regarding this matter.
#13 Legislation - SCA 3 Transportation Sales and Use Tax. Copies of this legislation
have been distributed by the City Clerk to the Mayor and Councilmembers as you
requested.
#14 Resume. The resume you provided has been sent to Carroll Hayden per your
request.
#15 Michael Cleveland letter regarding biking area. This letter was referred to
Recreation and Parks. A response memo is attached.
#16 Provide copies of ordinances relating to trees in commercial areas. Information is
attached from Development Services and the City Attorney regarding this issue.
#17 Memo from the City Attorney re. Dana Pankey v. City of Bakersfield. The City
Attorney has prepared a more detailed response for the Council under separate
cover.
#18 Traffic Impact Fees. A response to your questions regarding the traffic impact fees
from Public Works is attached.
#19 KernCOG - Funding for Highway 46. Ron Brummett has provided information
regarding the funding for Highway 46.
#20 Concern from Jim Cox re. Noise Ordinance and noise from cars. The City Attorney
has contacted Mr. Cox and provided information regarding the regulation of noise
from car sound systems. The City Attorney has prepared a more detailed response
regarding the noise ordinance for the Council under separate cover.
·
~Adarns SC~
RAPID M E P~t~O~
~,a~iarns SC1158
06/08/99 '08:50 '~805 324 7483 C 0 B/PURCH,~SING ~002/002
;ant By: City C'ter, k; ~ 3233780; Aug-18-gg 4.:01PM; '.; Page 1/1
TO: DAVID' COUCH FAX# 327-9417
FROM: CITY CLERK'S OFFICE
· 0111m. ~2S,~Te7 Fax- ~61 323,37~ ,.:'.
1~ I ~ L D
~:.: ~' ~ , ~
- ~ } ~ '~ O
~ o.. h z
Sen1: By: CJ.l:y Clerk; 3233780; Aug-17-99 4:51PM; Page 1/1
TO: DAVID COUCH FAX//327-9417
~ FROM: CITY CLERK~ OFFICE
By: C:i.l:y'Cler'k:; 3233780; Aug-16-99 4:16Pla; Page 1/1
TO: DAVID COUCH FAX~ 327-941.7
FROM: CITY CLERk'S OFFICE
David R. Couch
Second Vice President-Jnvestments
Financial Consultant
SALOMON SMITH BARNEY ~,-~7.9,~,
800-421-2171
A member of c~t~group~"
SALOMON SMITH BARNEY INC.
5000 California Ave., Suite 100
Bakersfield, CA 93309-0711
Fax 661-327-9417
09:44 CITY tIRNC, GER'S OFF[CE FC.X NO, 805 324 1850 P. 02
August 12, 1999
C1~ COErNC]:L
Ted James
~b ~'ri~ Director of Planning
~ Kern County Planning Department
2700 M Street, Suite 100
Ixma C~
~-ue~' Bakersfield, CA
Patri~ De~,,d RE: Director's Hearings
w,,,,.a,~ Development Plan No. 55 Map No. 102-21
Zone Variance Ca,se No. 19
~t"d~c zv[a~ Map 102-21
Da~rid Couch
w~.,~4 Dear Mr. James:
~,,ay ~wles The City of Bakersfield, along with the development community, have
w~.as been working toward the beautification of the area in qu,astion for
Ja~t~ti~ s~i~ many years.
W~d6
Evidence of that is in the form o~ new linear parks, streetscape and
~ Sa~a~ quality development in this area.
W~f7
The proposal for three large, billboards, with excess height, runs
contrary to the beaut/fication goal.. Not only the City, but those
developers in the area with substantial private investment, are entitled
to a more attractive arteria: corridor. The height variance and number
of signs is simply excessive.
Please deny this request.
David Couch
CounciJmember, Ward 4
1501 Tru~tun Avenue · Bakersfield, Califo,mia 93301 · (661) 326-3'76'7 · Fax (661) 323-3'78D
Ms..Kris Cardoza
A~so~ate Pla~ner
2700 M Street #100
B=kersfield, CA 93301
RE: Off-Site Advertising Edgns
PD Plan #55, Map #10~-~1, ZV #19
Dear Ms. Cardoza:
Fruitvale Properties. LLC, is the master developer of the 1,900-acre RiverLakes Ranch Specific
Plan Area which encornpa.sses property from Rosedale Highway north to Norris Road and all of
the property on the west side of Coffee Road therein, as well as property on the east side of
Coffee Road north of Meany.
We are very concerned about a proliferation of billboards along the Coffee Road corridor. There
is already one on the west side of Coffee at Granite Falls and, although it is a smaller board, it
does seem oddly out of place, Even though we own a~ ~onsiderable a~nount of commercial
property fronting Coffee Road, it is considered neighborhood and serves the immediate residential
community.
Billboards along RoseClale which is a State Highway, seem compatible with the major commercial
and industrial properties that front it. However, we strongly object to any billboards along the
Coffee corridor even if they may be set back behind the Friant Kern Canal.
Approvai of these boards would certainly detract from the pdmary entrance to RiverLakes R~,nch
with its tree-lined streets and medians that were designed to welcome residents home.
Very truly yours,
Bonnie Godfrey Paul J. Kay
Sales & Marketing Director Planning & Development Director
.Aug'.![-99 03:3[p F~uitvale P~ope~ties 661-588-0965 P.02
PI) B~n ~$~, Map ~ I02-2~;
ZV #l~L M~p #I02-2~
NO*I'IC£ OF PUBLIC HEARING
The Director o1' Lhe Kern County PlaJmin§ DepaAmant, who h~ been dgsi~Led ~c I l~ring O~ccr
~u~k ~ C~p[cr ! 9.1 ~, A~icic Iil*0~e K~j~ ~n~y Zoning Ordinafl~ wi]i co,~duct a hearing
'rburiday, Augusl 12, 1909~ a 10:0o a.m., in (~ CQflI~J~ R~m of thc ~erfl Coun~ Ptanning
rJ~pu~ment, at 2700 "M" ~v~t, ~uiLc L00, link.afield, Califbtflia. 10r thc purposc ofcunsidcrin~thc
ihllowing rcquoal:
A PrcGi~G Development I'lan for I1~¢ constrmaion of thrte off. site advcttisiog signs: and ..... '"*'
a Zone Varimtcc to alio~ cl~rcc 51~femt-tall off. silc advertising signs, where 35 £¢=L is thc
led,torn_ -
maximum height allo~vcd (Section 10.31110.A.9). in ,an M-7 p.r} (Medium , · 'o~
Prc¢i.~c Dcv¢lopmem ('¢,inbJnJng) Dislric!
AppUcant: John lllack
l,~x. atton 0f Propt:rty: North ~idc Ros~al~ High--ay bc~ccn Thc Fri~t-~n ~al a~l~ thc Calloway
C?~al, Ros~d~
Anyone wiahioll to give lamlnent IgstlmoJty may appear and be hcard. If you ohallezllle tho
un d~k ~u~t in ~u~ you ~ay ~ limi~
publi~ h~ing ~[~ m d~is nmi~. or i~t ~ritt~ ~~ dclivcr~ ~ ~ Pl~n$ ~ent
aL or ~iot ~ ~ publig h~g. II'you
Counw Pla~mg ~~t and ~k to
Stuff pignut assigned .to ntis osc. 'rhngly ~i~n comm~u in sup~ o~ or op~sition to ~is request
w~ll ~ i~o~ ~u ~ S~t~'~ tllnt is pr~nt~d at the heari,g. I.:UCm should ~ mnilcd to thc
Kern County Pl~ning Drpanmcn[~'2?00 "M' Sarma, Sui[~ ~00. B~m~eld, CA 93301.
~tis prujcct h~ been /bund to bc cntcgorically exempt
cnvironmcn~ do~um~t~ pm.~uant [o Scctlo~ 15305 mad 15305 0[ thc St&ac CEOA Guidelines.
Mailed ~is 16th day o~July, i 999.
I'i~D JAM '1'1'~. AICP, Ditoclor ~
Planning [~paJlmem
jc (JuLy t6. 19e9)
~&ug~.11-99 03:31~ F~uitvala PPOPe~Cies 661-588-0965 P.03
~C~I T'.9..,R2 E. M.D.B. SM.
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RO~ EDALE~, HWY.
· PD 55, ZV 19, ZONING MAP 11021-21
................... , .........................
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pi jl~ yiE,w. -----.-.._[I I- IIII
Councilman David Couch /~
Fourth Ward
Bakersfield, CA August 5, 1999
Dear Councilman Couch:
I am writing to yoh over a major concern I have with the Bakersfield Police Department. I was witness to a
hit and mn on luly 3 l'~, 1999, in the parking lot of the Roadhouse Grill Restaurant. I watched as two men
in a white pickup backed into another unoccupied parked pickup and then sped away. I reported this to the
manager and several waitresses inside the restaurant. One waitress knew one of the men from the
description I gave.
The manager asked for my name and phone number which I was reluctant to give due to possible
retaliation from the hit and mn driver. I did give the information to hin~ He told me the police were
summoned and that I needed to speak to the officer. It was approximately 10:00 pm at this time.
After my meal, I went outside and was confronted by the police officer, Officer Cottle, badge 677. He was
extremely rude to me, speaking harshly and loudly bemuse I refused to give him my name. He called me
an "uncooperative witness" and said he c~uld not pursue the investigation without my name and phone
number. I told him that my name and phone number had better not be in his report as the waitress
mentioned above said that the restaurant manager had given the officer the slip of paper with my name and
number on it. The waitress, along with the couple who owned the damaged vehicle' were all present while
the officer was behaving so badly toward me. It was as if the officer was accusing me of being the
criminal~
Remember, the waitress already had named one of the men in the hit and nm vehicle. I refuse to believe
the investigation could not go any farther, especially since the two men returned to the scene of the crime.
After being yelled at so rudely by the officer, the two men pulled up in the pickup, got out and went back
inside the restaurant. The waitress identified them again. Why couldn't the officer go look at their vehicle?
Why couldn't he approach the two men and question them? Why couldn~ he bluff his way into getting a
confession from them? I think he would rather be mean to a woman than do his job-it's easier to be mean.
Or maybe his shift was over soon and he didn't want to be tied up with the incident.
That night I thought I was doing the right thing by reporting a crime. Instead I regret doing it. Everyone
left the restaurant that night feeling bad, except the police officer.
I want this sort of treatment of witnesses and the general pubic to stop. I was badgered by someone who is
supposed to protect me? I want an apology from this officer. And I think ongoing training "Dealing with
the Public in a Polite, Respectful Manner" for police officers should be instituted. I have never had such an
experience with the Sheri~s Department.
I am withholding my name so as not.to influence your investigation of this officer and this incident.
However, I will contact you again in the near future to hear your findings and provide you with any other
information you might need. I insist this be addressed and handled by the appropriate official.
Sincerely,
Ms. Jane Doe Public
PS--I have enclosed some excerpts as additional information to show you how widespread (with
particularly female "victims") this problem is.
August 12, 1999
This is a.follow-up to the prior letter.' I did read the police report and found my name was not on iL
However, the officer lied to me regarding the investigation of this hit and run. He did continue to
investigate the hit and nm incident, taking a photo of the vehicle that hit the parked vehicle. He even
waited outside for one hour, he states, to confront the driver responsible for the hit and run. He also ran the
license plate and came up with the driver's name and address--the same name as the waitress had given the
officer. Why the officer waited outside for an hour and did not go into the restaurant to locate the driver is
not clear.' This seems like an inexcusable waste of time to me. Was the officer afraid to confront this man?
Or was he taking a break ~om his duties? While the officer was waiting, the driver left the restaurant out
another door with someone else in their car. Justice was certainly not served in this case.
Sincerely,
Ms. J-DP
Police get away ~ ~va~hed too cl~l~
M not ~ you or me ~ a ~
e~ w~ no ~ for her m ~ ~ ~e
~d ~ve on ~ ~ ~ he ~'' '
~ ~e ~ ~t ~e ~ ~ ~ ~ ~e ~ mo~ ~ 18
~ f~e got a
~- ~m ~e ~. B ~ ~ o~ ~ do~
b~k of ~ b~d new ~. ~ I ~
~ ~me~ hem?
. . ~?
~e~eld o~ ~ ~ ~ ~0~ ~
SALOMON/~BARNEY o,~,~.
Second Vice President-Investments
Financial Consultant
661-327-9141
800-421-2171
~, member of cJtmgroup~
SALOMON SMITH [IARNEY INC.
5000 California Ave., Suite 100
Bakersfield, CA 93309-0711
Fax 66'~-327-9417
to 1-85. Th
its first for
state DOT.
President (2
with four fr
Modem
their prede,
public/prix
tolled alter
public, ei~
sector has
operatton c
· Many
emi Highw
· Tight
new roads;
· The t~
govemmer
reduced re~
· Techr
for acciden
· Better
of capital
lead to hig
'Accord~
"1999 Priv
mitring pr:
Privately built and operated toll roads can take the financial pressure S!
off local governments. But there are pitfalls.
By Simon Hakim and Erwin Blackstone
M aintaining existing roads and bridges in the Unit- until the 1900s. Most toll roads were built in the years fol-
ed States requires an annual outlay of $20 billion lowing World War II by the states or by special state
more than the local and federal governments cur- authorities. ,
rently are spending on them, according to a Harvard Uni- In 1956, the Federal Aid Highway Act provided for fed-
versify report issued in Winter 1997. Additionally, expand- emi funding of the interstate highway system m a non-toll
lng the road network to accommodate the growing econo- system. The lack of encouragement for toll roads has meant
my may require $40 billion per annum more than currently that, by 1989, such roads comprised just 4,657 miles of the
budgeted for road construction. To meet that demand, some 3.8 million miles of streets and roads in the United States
states are turning to the private sector for construction and and only 2,695 miles out of the 44,759 miles of the inter-
management of toll roads, state system.
In 1991, the Intermodal Surface Transportation Efficien-
CHANGING ATTITUDES
cy Act signaled a shift in federal policy. Tolls are now per- Serco
According to Public Works Financing, planning and mitted on all federally funded roads except those that are a wid
construction of private toll roads grew 7 percent worldwide part of the interstate system. Additionally, private toll roads
* Ad
between October 1997 and October 1998. By that time, can receive federal money in the form of states lending * Air
475 roads valued at $228 billion were being planned, and their federal aid to private developers. The new transporta- * Fac
construction had started on 188 of them, mostly in Asia tion law, TEA-21, continues that policy.
and the Far East. China's investment in toll roads exceeds The change in federal attitude has prompted some states
that of either North America or Latin America. to look at the efficacy of permitting the building of private
In order to stimulate growth and commerce among the toll roads. For example, Georgia used tolls to finance the ~
states, federal policy generally discouraged the use of tolls construction of Georgia 400, an extension connecting 1-285
52 August 1999 AMERICAN CITY & COUNTY AMERIC~
to 1-85. The road, which collected $55 million in tolls over
its first four years, has been proclaimed a success by the
state DOT. In the late 1990s, Texas began developing the
President George Bush Turnpike around Dallas to connect
with four freeways and the Dallas North Tollway.
Modem toll roads, however, have little in common with
their predecessors. For instance, today's toll projects involve
public/private partnerships; they always include a non-
tolled alternative road; and ownership always shifts to the
public, either immediately or after some period. The private
sector has been tapped to help in the construction and
operation of toll roads for a number of reasons:
· Many of the resources made available through the fed- Congestion pricing has helped make California's 91 Express'
eral Highway Trust Fund are channeled to other uses; Lanes a heralded alternative to jam-packed State Route 91.
· Tight government budgets prohibit capital funding of
new roads; construction of its first project, and Virginia has approved
· The trend of the last 20 years has been toward smaller several new projects. In Washington, voters approved a
government, exposure of government to market forces and plan to privately develop a second span of the Tacoma
redi~ced regulation; Bridge.
· Technology in toll collection and monitoring of roads · Still, many states are not completely comfortable with
for accidents or congestion has boomed; and the idea of private participation in the toll road business.
· Better construction materials allow for the substitution For example, Washington is considering six projects for
of capital (technology) for labor, yielding lower costs that public-private development, but progress has been slow.
lead to higher returns on investment. Minnesota and Arizona also have considered privatization,
but, again, progress is not clear. In general, there is substan-
CALIFORNIA TAKES THE LEAD tial opposition to use of tolls especially when most other
According to the Denver-based Reason Foundation's roads are not toll-financed.
"1999 Privatization Report," 15 states have legislation per- Despite that discomfort, however, private toll roads are
mitting private toll roads. This year, South Carolina began making a run into the public consciousness. In California,
SERC9 Serco Management Services, Inc.
:ars fol-
~1 state
'for fed-
Ion-toll
~ meant
; of the
States
e inter-
fficien-
ow per- Serco is a leading provider of out. sourced and privatization services to State and local government with 3S years of experience providing
hat are a wide range of technical and support services within single comprehensive muM-task contracts. Services include:
.ll roads
ending * Administration S~rvices * Fleet Management . * Parking Services [ For further details contact:
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~sporta- * Facilities Management * Parks Maintenance * Warehousing Operations [ 20 East Clementon Road
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)rivate www. serco.com
~ce the
.g 1-285 Circle No. 40 on Reader Service Card
[.CouNTY AMERICAN CITY ~ COUNTY August 1999
The Duties Greenway provides a quick trip from Washington, pants. By
D.C., to Dulles International Airport and the Virginia suburbs, the 91 had
The toll road has struggled, but its popularity seems to be on To~a¥, the t
the rise. : day --
posed to build and operate the 91. The CPTC was seeking a design capac:
project with few right-of-way requirements, relatively easy
environmental approvals and sufficient demand so that
profits could be realized fairly early. The 91-was expected to On the at
be relatively low cost, at $88.4 million, a figure well within 15-mile ext,
the capability of private finance. Beltway (I-.
Additionally, the local population was affluent, conges- Internationa
'don was a problem, and time-savings were valued enough gestion prici
to make investment in a private toll road reasonably attrac- have HOV
rive. Electronic toll collection, the company reasoned, designed to
would keep labor operating costs low. to Fairfax
The CPTC built the 91, which has no intermediate Virginia.
for instance, the 10-mile 91 Express Lanes were constructed entrances or exits, and then ceded ownership back to the The origi
within the median area of SRgl to connect with the 55 state in exchange for a 35-year lease to operate the road. 1984 with tc
freeway near Anaheim and to .nm east-west to the boxlcler of The company has complete pricing flexibility outside of its Sufficient c
Riverside County. (During the 1980s, traffic on SRgl commitment to permit toll-free use for vehicles with three road was pre
increased at an average annual rate of 8 percent, growing or more occupants. Additionally, it is subject to the maxi- plus growtl-
from 91,000 vehicles per day in 1980 to 188,000 in 1989.) mum profit constraint of 17 percent return on equity, convinced
Before construction of what Californians call "the 91," According to the California Transportation Department, extension. It
both Orange and Riverside counties had supported plans to the 91 has cut commuting time substantially. In fact, the not to build
build additional capacity for SRgl. But it was not'until department estimates that peak traffic periods in the mom- ed the frar
1989, when the state passed a law permitting private cam- lng and afternoon have been reduced by one hour, and Corporatior
panies to build and operate four private toll facilities, that entrance ramp backups that, on occasion, necessitated a The TRC
the California Private Ttm'm~rtation Company (CFTC), a half-hour wait, have been greatly reduced or eliminated, way for 40
subsidiary of Houston-based architectural firm CRSS, pro- The 91 represents the first full implementation of conges- becomes st~
tion pricing in the United States. way, mean,
Additionally, it is the world's first ful- style regulat
ly automated toll road. On the east- tion commi
bound highway, peak drive time on equity of
occurs Monday through Friday from 3 The Gree
p.m. to 7 p.m. During its first year of tial toll of
WHY LSSI IS THE' #1 CHOICE operation, the toll during those hoursfirst year wa
was $2.50. The lowest toll of 25 centsday as opt
FOR LIBRARY MANAGEMENT was in force from 9 p.m. to 7 a.m. dai- 30,000. Th,
ly. The CFTC guarantees freely flow- motorists w
· Return on Investment: A library comi~ny founded and ' lng traffic, or it refunds charges. . up $1.75
LSSI gives communities substantially managed by library professionals In 1996, the 91 accommodated : Toll Road
more library services for their tax Libraries are our only business. Founded ,more than 5.? million vehicles with i cents for a
dollars, in 1981, LSSI is the world's leading an average occupancy of 1.65 passen- Additionall
· Expertise: provider of library management services, gers, a relatively high figure for Call- are not pro~
LSSI offers technical, managerial, and tSSI offers professional library manage- fomia. More than 20 percent of peak at one of
planning expertise many libraries ment, utilizing experienced library admin- time drivers used the toll route, and before the e
can't olflerwise afford, islrators and a nationally recognized more than 20 percent of those were in : to pay the fl
· Speed to Solution: team o[ consultants, carpools with three or more occu- In spring
LSSI deploys people, systems, and For more information call pants. On weekdays, 25,000 vehicles to $1, and
know-how to deliver measurable or visit our web site. traveled on the 91. A year late:
results almost immediately. By the end of the first year, the 91 $1.15 whm
project had operating revenues of ridership
1-800-638.8725 www. lssi.com $7.07 m illion,$730,000morethanits 30,000and
operating expenses. By 1997, weekday remains bel
volume grew to 30,000, and gross rev- The roac
enues rose to $14 million, extensive
Circle No. 42 on ReMer Service Card In January 1998, the CPTC began Oreenway c
to charge tolls discounted by 50 per- speed limit
cent based on its franchise agreement miles per
on carpools with three or more occu- that took
54 August 1999 AMERICAN CITY ~. COUNTY AMERICAN
~ton, pants. By August of that year, the company reported that required an act of the Virginia legislature. Furthermore, .:;
~e~$. the 91 had broken even for the year in the first six months, state regulators and lenders have to approve toll restructur.
,o on Today, the toll road carries more than 250,000 vehicles per lng.
day m so many that, at peak hours, it is operating beyond its
king a design capacity. PRIVATE PROBLEMS
y easy In general, consumers have shown some reluctance to
o that THE GREENWAY pay tolls that do not vary with distance and/or time of day.
:ted to On the other side of the country, the Dulles Greenway, a Private toll roads also encounter substantial difficulties in
~ithin 15-mile extension of the Dulles Toll Road, connects the negotiating for land acquisition and rights-of-way, and in
Beltway (I-495) around Washington, D.C., with Dulles dealing with environmental matters.
onges- International Airport. The Greenway does not employ con- Private developers lack the ability of government author-
hough gestion pricing or offer off-peak travel discounts, nor does it ities to use eminent domain provisions to acquire necessary
~ttrac- have HOV lanes. Opened in 1995, it was specifically land. Negotiations for the Dulles Greenway, for example,
oned, designed to get travelers to the airport and to provide a link took much more time than anticipated, adding to the pro-
to Fairfax and Loudon counties in
ediate Virginia.
to the The original toll road opened in
· road. 1984 with tolls set at 7 cents per mile.
: of its Sufficient demand existed that the
. three road was profitable. That profitability,
maxi. plus growth in the nearby suburbs,
convinced Virginia to build the
:ment, extension. Its DOT, however, decided
:t, the not to build a public road and award-
mom- ed the franchise to the Toll Road
r, and Corporation of Virginia (TRCV). ·
~ted a The TRCV will operate the Green-
d. way for 40 years, after which the road
rages- · becomes state property. The Green-
tates, way, meanwhile, is subject to utility-
· st ful- style regulation by .the state's corpora-
: east- tion commission with a target re~urn
time on equity of 21 percent.
'rom 3 The Greenway opened with an ini-
'ear of tial toll of $1.75. Traffic during the
hours first year was only 10,003 vehicles per
cents day as opposed to the predicted
a. dai- 30,000. The cost posed problems for
flow- motorists who were reluctant to pony
. up $1.75 when the original Dulles
ated Toll Road still was charging only 85
with cents for about the same distance.
ssen- Additionally, tolls on the Greenway
Call- are not prorated, so a motorist exiting
peak at one of the seven interchanges
_~, and before the end of the highway still has
'ere in to pay the full amount.
occu- In spring 1996, the toll was reduced
· hicles to $I, and ridership grew to 17,000.
A year later, the toll was increased to
:he 91 $1.15 where it has remained. Daily
acs of ridership has grown to between
mn its 30,000 and 35,000, but toll collection
,ekday remains below anticipated levels.
;s rev- The road also has been subject to
extensive regulation. For example,
began Greenway officials wanted to raise the
0 per- speed limit on the road from 55 to 65
ement miles per hour, an approval process
occu- that took substantial time and ...... ::'
3UNTY ] AMERICAN CITY ~. COUNTY Circle No. 44 on Reader Service Card August 1999 55
ject's cost. The 91 Express Lanes did not have that problem Government regulation of private toll roads also presents
because the required land was in the median of the existing an obstacle since it can stifle price flexibility, reducing the
highway, benefits of for-profit operation. Regulation also involves
Private toll roads also cannot issue tax-exempt securities negotiation and paperwork, adding to the cost of operation.
-- an obstacle that raises developers' interest expenses and, Simple incentive regulation, which sets the maximum
ultimately, the required tolls. Additionally, expensive pro- prices that can be charged, could be an appropriate type of
jects that are contingent upon stimulation of land use or regulation. Liability for accidents or other problems is
induced traffic have a lower chance of success. Equity another roadblock for private investors. Public highways
investors presumably want ~eturns on their investment, and have the advantage of sovereign immunity, which serves as
bondholders require their interest payments, but traffic fore-a shield against liability.
casts and traffic development are both uncertain. The sub-
stantial risk to lenders probably means that interest expens- A FEW FACTS
es will be high, requiring high tolls, and further reducing Understanding a few facts can help local government
the likelihood of success, officials make better decisions about the value of tapping
the private sector for a toll road
project:
· A private road requires reliance
on existing demand and not on future
demand induced from land use devel-
opment. Initial costs are high, while
future returns in their discounted form
are usually insufficient.
· Metropolitan roads that serve
high peak-time traffic are more likely
rrovmlng, be financially viable than intercity
· Prices need to be demand-sensi-
Biosolids rive to both distance and time of day.
Prices should vary to avoid congestion.
· Private toll roads that require a
M g S I ti large initialinvestmentandalong
ana ement o u ons time for completion are risky.
· Most private investments have
Bio Crc... North America's leading' biosolids alternative uses if the intended use
fails. There is no alternative use for a
management firm, specializing in the design and private road that fails financially, so
administration of biosolids recycling projects, including: the investment becomes a sunk cost.
· One private entity should build
the road and operate it for a long peri-
.Land Application .Public Acceptance ca of time.
· Success in completing the process
,Alkaline Stabilization ,Dewatering: Installation o_f planning and final construction of
the
road
depends upon committed ~'{..}[
,Composting and Operation political champions -- governors,
,Drying and Pelletizing .Mobile Dewatering county supervisors and influential
legislators.
.Product Marketing .Lagoon and Digester Cleaning · Private developers are more likely
t° succeed when no rights-of-way mul-
tiple ownerships exist, and environ-
mental problems are small. Delays
involve substantial interest costs to
BIO GRO private developers. ~'
1110 Benfield Blvd., Suite B
Millersville, Maryland 21108
(410) 729-1440, (410) 729-0857 Fax Erwin Blackstone and Simon Hakim I.
Visit our web site at www. bio-gro.com are senior fellows at the Privatization
Research Center and professors of eco-
nomics at Temple University, Philadel-
A Division of Wheelabrator Water Technologies Inc. phia. They can be reached by e.mail at ]
Circle No. 46 0n Reader Service Card shakim@sbm.temple.edu or by telephone
at (215) 204-5037.
56
AMERICAN CITY & CouNTY j
August
1999
08~11/1SSS 11:06 8853253S22 ~IAN AND FC, HI PAC~ 01
Rodger P. Oagosian & Associates
Pm~slonal Inauranca Planning
I.k;anae # 0~71527
Anguft 11. 1999
TO:. IbnJd Coudt ~ FROM: R~dger Gqo~tau
COMPANY: &nithlhm~ PHONE~: (~1~7-~61
T~~~ 2.
~ h ~ 1~ ~ a~ p~ on ~ ~ ~B~~d's l~h~ ~d
~yd~ w~ ~ ~ ~ ~ ~ ~ ~ of~ CiU ofB~d's ~t
~m-~ ~ ~ ~ ~o~o~ ~. Ko~ ~d I ~ not
· ~ C~ of~~d for ~ ~.
11:08 AM p.o. ~,~ ~ssa, ~. ~ s33~ · ~aol 2~. $~.*t Sdt~ 2. em,.~, cA ~o~
TI LECOPIER COVER LETTER
Suly 2~, 1999
TOc. David Couch FROI~ Rodger C~go~isu
COMPANY: Salmnm SmRhBarncy PHONE//: (661)325-3906
1AX#: 327.9~17 f~: (~I~
Da~
E~lo~ pl~ ~d a me~ ~m C~ol ~yd~ to ~ T~dy, dat~ 7/15/99.
It~ ~5 ~es ~t ~e q~y ~ ~~ fi~es ~e not av~le for the
~ of 1~7 ~d 1~8, ~e ~ ~z ~t ~t ~ C~ of B~sfield is ~out a
~ ~ ~~t. W~ you do not n~ a ~m~t to g~ ~s i~o~on,
nor ~ ~ ~ ~ ~ ~ for a ~~t to get t~ ~for~tion. The
~, Blue Cm~ ~ ~ve ~ ~o~on r~dfly av~le ~d shoed o~y
~ a ~upl~ of~ys ~ ~ ~ ~ it out. '~so, if Item ~5 is ~rate, how
&d ~y g6 ~e fi~ for It~ ~7 David, ~e cl~s ~pefi~ is cfitic~
~o~on ~t ~e ~~ c~er ~ ~solut~ly need before quoting t~s
Plea~ ~ive me a call when more of this h~formation becomes available.
Thank you,
V, ods Oasosia
5:44 PM
8053253522 ~AC~OSIAH AH~ FCHI PA6E 82
As you may bo aware-, Thc City of Balmsficld is comidcring the rc, vicw or our group benefit
pro,ms ttuu arc ~at to re, now Sanuary 1, 2000.
. Kocrner in resard .~mauon on our oene~t p~ans, p~case ~xt~nt them every courtesy.
~.y, ~ ~ot ~ a oh~ i~ ~omultaats or in~uranc~ asents. However, ~,lr.
· __~___~._°~ ami ?r. ~..o~r ~..~ih.oI~ to ro~iv, ~11 inform~ou from your company
r~~ our ~t plus, cLmms m.rorma~on, premiums or rm~al offerings.
· C~roll I-I~yd~l,
87/26/1999 17:41 8853253922 GAGOSI~4N AND FCHI PAGE 82
5
BAKERSFIELD
MEMORANDUM
July 1~, 19~9
TO: ALAN TANDY, CITY MANAGER
FROM: CARROLL RAYDEN, ~ RESOURCES MANAGER ~
· SUII~CT: REQUEST OF COU~.CIL btF. MBER DAVID COUCH
Council member David Couch requested thc following information on our City Health insurance
plans:
1. A ~omplete census of all eligible employs, from all deimrtments, including
rgedr~.
AUaehmcnt ! A is thc census for current employccs and Attachment 1 B is the
census for retirees.
A breakdown of which employees have dependent coverage and the types, i.e.
employee only, employee a~d spouse, employee and child, or family.
We can only provide the information regarding coverage as listed in Attachment
lA.
3. Copies of the current medical, deulal, vision, pharmaceutic, al and mental health
coverage booklets.
. The following are provided in Attachment 3:
Blue Cross Medical and Dental '
CalifomiaCare M~dical
Blue Cross Senior Secure
Kaiser Permanente
Kaiser Senior Advantage
P~ifiCare Secure Horizons
PacifiCar~ Behavioral Health
Pacific Danml Benefits
D~dicmed D~nml Syst~ns
Medic, al Eye Service Co. (For ode wear and exam)
Medic. al Eye Service Co. (For ey~ wear only)
Comparison Charts for all plans
Ram Chart for Active Employes
8853253922 C~,AGOSIAN AND FCHI PAGE 03
Rate Chart for Rctire~
The current rate m~_vrix being charged for thc Medical, dental, vision,
pharmaceutical, and mental health coverage - and the projected rate JncFcase or
Rate charts arc provid~l in Allachment ~. Rate increase projections, based on
industry trends and our claims experience of 1998 and through March, 1999
are 13.9% Blue Cross packagexi mcdical/Rx and dental. Tho employee group
is anticipated to increase 15.4% and the retiree group 6.7%. Kaiser
Pcrmanmte is projcc~d to increase 10-15% and CalifomiaCare 8~10%.
If po~tbk, the last 3 years claims experience for medical, dental, vision,
plusnlme~utlcai, and mental health.
Quarterly claims expcr~nc~ from first quarter 1995 through second quarter 1997 are
in Attachment 4. We do not have figures available in that format for thc rest of 1997
and 1998 as we were without a health care consultant for quite a period of time and
have not requested our current consultant to provide claims experience in that format.
6. If possible, have there been any large claims in excess orS10,000 in the last 12
months?
Large claims experience for plan ycars 1997 and 1998 arc provided in Attachment
5.
7. Do you have any employees on COBRA? If so, how many?
We currently have thirty-four people enrolled in COBRA.
8. Wlmt portion of the premium does the City of Bake~field pay for the employees
and for their dependents?
The City pays 80% of thc premium for employees and 100% of thc premium for
Council membcrs. ~
What, follows, is the.Bill text, the Legislatke Digest (Analysis), and I
hope the status and ~otes. Not sure how many things can be copied and
pasted at once. We'll see. I have hard copy of what gets messed up. No
mention of Florez. Poochigian did not ~ote on the Senate floor. ????
BILL NUMBER: SCA 3 AMENDED BILL TEXT
AMENDED IN SENATE JULY 8, 1999
AMENDED IN SENATE JUNE 28, 1999
AMENDED IN SENATE JUNE 14, 1999
AMENDED IN SENATE MAY 25, 1999
AMENDED IN SENATE MAY 11, 1999
INTRODUCED BY Senators Burton and Kamette (Principal coauthor:. Assembly Member Durra)
(Coauthors: Senators Baca, Costa, Figueroa, Kelley, Perata,
Rainey, and Speier)
(Coauthors: Assembly Members Calderon, Cardoza, Davis, Honda,
Kuehl, Longville, Mazzoni, Migden, Romero, Todakson, and Washington)
FEBRUARY 8, 1999
Senate Constitutional Amendment No. 3--A resolution to propose to
the people of the State of California an amendment to the
Constitution of the State, by adding Article XIXB thereto, relating
to transportation.
LEGISLATIVE COUNSEL'S DIGEST
SCA 3, as amended, Burton. Transportation funding: sales and use
tax.
Existing laws set forth in the California Constitution and in
statutory provisions either impose or authorize the imposition of
state or local sales and use taxes upon the gross receipts from the
sale within the taxing jurisdiction of, or the storage, use, or other
consumption in this jurisdiction of, tangible personal property.
This measure would .impose, for a period of 20 years, an additional
state sales and use tax rate of 0.5% for transportation purposes.
This measure would impose the additional tax only in a county that,
on or before this measure is approvecl by the ~oters, has adopted a ~
transportation expenditure plan, and in which this measure is
approved by a majodty of the ~oters of the county ~oting on the
measure. This bill would require the countywide agency responsible
for the county or regional state transportation improvement program
to administer the plan and tax revenues. This measure would, in an
adopting county that has in effect a countywide transactions and use
tax for transportation funding on the date this measure is approved,
Tuesday, August 11,1~1 Am~ftoa Online: Council W4Pige: I
impose the additional tax only when the existing tax is repealed or
becomes inoperati~.
This measure would require the additional sales and use tax to be
collected by the State Board of Equalization and would require that
re~,enues deri~l from that tax be deposited in the Local
Transportation infrastructure Account, which this measure would
create in the State Transportation Fund. This measure would require
moneys in that account that were collected in each county, less
administrati~ costs and refunds, to be allocated to that county on a
quarterly basis by the StateBoard of Equalization.
Vote: 2/3. Appropriation: no. Fiscal committee: yes.
State-mandated local program: no.
WHEREAS, Adequate transportation infrastructure and se~ces are
.critical .to sustaining California's prosPerity as well as the
necessary daily activities of all Californians; and
WHEREAS, California's current transportation infrastructure and
levels of transportation services and funding are inadequate to meet
Califomia's present needs, much less the increased needs being
created by California's continued growth; and
WHEREAS, California's inadequate transportation system has, in
many instances, become a burden upon individual citizens, businesses,
and public entities; and
WHEREAS, Eighteen counties in Califomia representing o~er 80
percent of the population ha~e passed local countywide transportation
sales tax measures by majority ~ote for critically needed highway
and public transit needs representing about one-half of all new
capital imested in new facilities o~er the last 10 years in our
state; and
WHEREAS, The record clearly demonstrates that these funds ha~e
been administered efficiently and effectively to build, maintain, and
operate high pdodty local improvement projects; and
WHEREAS, In order to ensure that Califomia will be able to meet
its current and future transportation needs and thereby presene and
enhance the prosperity and daily activities of all Californians, it
is necessary to establish place before the
~z~ters the opportunity to choose for themselves the creation of
an additional funding source that is dedicated exclusively to the ~
funding of California's local transportation requirements, is
administered by local government representatives, and is directly
responsive to each county's local transportation needs; now,
therefore, be it
Resol~,d by the Senate, the Assembly concurring, That the
Legislature of the State of California at its 1999-2000 Regular
Session commencing on the seventh day of December 1998, two-thirds of
the membership of each house concurring, hereby proposes to the
people of the State of Califomia that the Constitution of the State
be amended by adding Article ~ thereto, to read:
ARTICLE XiX8
TRANSPORTATION IMPROVEMENT AND MAINTENANCE ACT
SECTION 1. (a) Notwithstanding any other provision of this
Constitution, for the exclusive purpose of funding local and regional
transportation planning, research, design, construction, operation,
Tuesday, August 17, l~lSs Amidoa Online: Counoll W4 Page: 2
maintenance, rehabilitation, and environmental mitigation directly
related to transportation project impacts, the following sales and
use taxes are hereby imposed under those conditions and at the time
and in the manner set forth in subdivision (b):
(1) For the privilege of selling tangible personal property at
retail, a sales tax upon all retailers at the rate of one-half of 1
percent of the gross receipts of any retailer from the sale of all
tangible personal property sold at retail in this state.
(2) An excise tax upon the storage, use, or other consumption in
this state of tangible personal property purchased from any retailer
for storage, use, or other consumption in this state at the rate of
one-half of 1 percent of the sales price of the property.
(b) (1) The taxes described in subdivision (a) may be imposed only
within a county that, on or before the date this article wes
approved, has adopted a Plan for the expenditure of tax revenues
recei~=~:l by the county pursuant to this section to fund
transportation purposes, as provided in subdivision (d). If the
~3ters in a county ha~e previously approved a county~vide transactions
' and use tax of one-half of 1 percent for transportation funding, the
policy board of the agency responsible for administering the
previously appro~:l transactions and use tax may adopt the
expenditure plan· If a countywide transactions and use tax for
transportation funding that has recei~=~d ~oter approval is not in
effect, then the expenditure plan must be appro~;I by both of the
following:
(A) The county board of super~sors.
(B) The city councils representing both a majority of the cities
in the county and a majodty of the population residing in the
incorporated areas of the county.
· The countywide agency responsible for the county or regional state
transportation improvement program pursuant to Section 14527 of the
Government Code shall administer the plan and the tax re. hues
recei~l pursuant to this section.
Once adopted, a county transportation expenditure plan may be
amended only by a two-thirds ~ote of the adopting authority or by a
majodty ~)te by the ~oters-in that county ~ting on the amendment.
(2) Notwithstanding Section 8.5 of Article IV, the taxes described
in subdivision (a) are hereby imposed, as provided in paragraph (3),
in a county only .if the measure adding this article was approved by
a majodty ~ote of the ~oters of that county ~oting on the measure
, except that in In a county in ~
which a countywide transactions and use tax for transportation
funding is in effect on the date the measure adding this article was
approved by the ~oters of that county , the taxes
described in subdivision (a) are not imposed until the current
countywide transactions and use tax for transportation funding is
repealed or becomes inoperative.-
For purposes of this article, a countywide transactions and use
tax for transportation funding does not include any portion of a
local sales tax that is imposed pursuant to the Bradley-Bums Uniform
Local Sales and Use Tax 'Law (Part 1.5 (commencing with Section 7200) '
of Division 2 of the Revenue and Taxation Code), or its successor.
(3) Upon a county's compliance with the conditions set forth in
paragraphs (1) and (2), the taxes described in subdivision (a) are
imposed in that county for a pedod of 20 years commencing with the
first calendar quarter that commences more than 90 days alter the
effectke date of this section or the date of county compliance if
Tuntclay. August 17.1~$ America Onllnn: Counoll W4 Pa~e: 3
that date is later. Except as provided in paragraph (2), the taxes
described in subdivision (a) shall be so imposed in a county in
addition to any other state or local sales or transactions and use
taxes imposed in that county pursuant to law.
(4) The taxes described in subdivision (a) shall be administered
in the same manner as the taxes imposed pursuant to the Sales and Use
Tax Law (Part .1 (commencing with Section 6001) of Division 2 of the
Revenue and Taxation Code), or its successor, and shall be subject to
any exemption from tax set forth in that law.
(c) The taxes described in subdivision (a) shall be collected and
administered by the State Board of Equalization, or its successor
agency. The revenues derked from that tax shall be deposited in the
Local Transportation Infrastructure Account, which is hereby
established in the State Transportation Fund. The State Board of
Equalization shall allocate the moneys in that account no less
frequently than on a quarterly basis as follows:
(1) To the State Board of Equalization for its costs of collection
and administration. ~
(2) For the payment of refunds of amounts of tax improperly
collected pursuant to this section.
(3) The balance among the counties, by allocating to each county
all of the remaining amount of those tax re~nues that werecollected
with respect-to a sale, use, storage, or other consumption of
tangible pemOnal property that occurred in that county.
(d) All revenues recei~cl by a county pursuant'to this section
shall be expended exclusively for local and regional transportation
planning, reseamh, design, construction, operation, maintenance,
rehabilitation, and environmental mitigation directly related to
transportation project impacts.
(e) Revenues ded~l from the taxes imposed pursuant to
subdivisions (a) and (b) are not General Fund proceeds of taxes
within the meaning of Article XVI.
............................................
BILL NUMBER: SCA 3 AMENDED BILL TEXT
AMENDED IN SENATE JULY 8, 1999
AMENDED IN SENATE JUNE 28, 1999
AMENDED IN SENATE JUNE 14, 1999
AMENDED IN SENATE MAY 25, 1999
AMENDED IN SENATE MAY 11, 1999
INTRODUCED BY Senators Burton and Kamette (Principal coauthor:. Assembly Member Dutra)
(Coauthors: Senators Baca, Costa, Figueroa, Kelley, Perata,
Rainey, and Speier)
(Coauthors: Assembly Members Calderon, Cardcca, Davis, Honda,
Kuehl, Long~ille, Mazzoni, Migden, Romero, Torlakson, and Washington)
FEBRUARY 8, 1999
Senate Constitutional Amendment No. 3-A resolution to propose to
the people of the State of Califomia an amendment to the
Constitution of the State, by adding Article XIXB thereto, relating
to transportation.
Tuesday, August t7, t~g Almrlo~ Online: Coun~l W4Pige: 4
LEGISLA'I]VE COUNSEL'S DIGEST
SCA 3, as amended, Burton. Transportation funding: sales and use
tax.
Existing laws set forth in theCalifomia Constitution and in
statutory provisions either impose or autho~ze the imposition of
state or local sales and use taxes upon the gross receipts from the
sale within the taxing jurisdiction of, or the storage, use, or other
consumption in this jurisdiction of, tangible personal property.
This measure would impose, for a pedod of 20 yearn, an additional
state sales and use tax rate of 0.5% for transportation purposes.
This measure would impose the additional tax only in a county that,
on or before this measure is approved by the ~oters, has adopted a
transportation expenditure plan, and in which this measure is
approval by a majodty of the ~oters of the county ~°ting on the
· measure. This bill would require the countywide agency responsible
for the county or regional state transportation impro~w~ent program
.to administer the plan and tax revenues. This measure would, in an
adopting county that has in effect a countywide transactions and use
tax for transportation funding on the date this measure is approved,
impose the additional tax only when the existing tax is repealed or
becomes inoperative.
This measure would require the additional sales and use tax to be
collected by .the State Board of Equalization and would require that
revenues dedved from that tax be deposited in the Local
Transportation Infrastructure Account, which this measure would
create in the State Transportation Fund. This measure would require
moneys in that account that wore collected in each county, less
administrative costs and refunds, to be allocated to that county on a
quarterly basis by the State Board of Equalization·
Vote: 2/3. Appropriation: no. Fiscal committee: yes.
State-mandated local program: no.
WHEREAS, Adequate transportation infrastructure and seNces are
cdtical to sustaining California's prosperity as well as the
necessary daily acti~ies of all Californians; and
WHEREAS, California's current transportation infrastructure and
levels of transportation se~ces and funding are inadequate to meet
Califomia's present needs, much less the increased-needs being
created by California's continued growth; and
WHEREAS, California's inadequate transportation system has, in
many instances, become a burden upon individual citizens, businesses,
and public entities; and
WHEREAS, Eighteen counties in California representing over 80
pement of-the population have passed local countywide transportation
sales tax measures by majority ~ote for critically needed highway
and public transit needs representing about o~e-half of all new
capital ir~ested in new facilities over the last 10 years in our
state; and
WHEREAS, The record clearly demonstrates that these funds have
been administered efficiently and effectively to build, maintain, and
Tuesilay, August 17, lgt~ Amed~a Online: Counoll W4 Page:
operate high pdodty local improvement projects; and
WHEREAS, In order to ensure that California will be able to meet
its current and future transportation needs and thereby prese~e and
enhance the prosperity and daily activities of all Californians, it
is necessary to establish place before the
,.oters the opportunity to choose for themselves the creation of
an additional funding soume that is dedicated exclusively to the
funding of California's local transportation requirements, is
administered by local government representati,~es, and is directly
responsive to each county's local transportation needs; now,
therefore, be it
Resolved by the Senate, the Assembly concurring, That the
Legislature of the State of California at its 1999-2000 Regular
Session commencing on the seventh day of December 1998, two-thirds of
the membership of each house concurring, hereby proposes to the
people of the State of California that the Constitution of the State
be amended by adding Article XIXB thereto, to read: ·
ARTICLE XIXB ' ~
' TRANSPORTATION IMPROVEMENT AND MAINTENANCE ACT
SECTION 1. (a) Notwithstanding any other'provision of this
Constitution, for the exclusi,,e purpose of funding local and regional
transportation planning, research, design, construction, oPeration,
maintenance, rehabilitation, and environmental mitigation directly
related to transportation project impacts, the following sales and
use taxes are hereby imposed under those conditions and at the time
and in the manner set forth in subdivision (b):
(1) For the privilege of selling tangible personal proPerty at
retail, a sales tax upon all retailers at the rate of one-half of 1
Percent of the gross receipts of any retailer from the sale of all
tangible Personal property sold at retail in this state.
(2) An excise tax upon the storage, use, or other consumption in
this state of tangible Personal property purchased from any retailer
for storage, use, or other consumption in this state at the rate of
one-half of I Percent of the sales pdce of the property.
(b) (1) The taxes described in subdivision (a) may be imposed only
withina county that, on or before the date this article was
appro~ecl, has adopted a plan for the exPenditure of tax revenues
received by the county pursuant tc~ this section to fund
transportation purposes, as prided in subdivision (d). If the
~oters in a county ha~e previously approved a countywide transactions ~
and use tax of one-half of 1 Percent for transportation funding, the
policy board of the agency responsible for administering the
prc=wiously appro~=~d transactions and use tax may adopt the
expenditure plan. If a countywide transactions and use tax for
transportation funding that has recei~:~cl ~oter approval is not in
effect, the.n the expenditure plan must be apprmed by both of the
following:
(A) The county board of supervisors.
(B) The city councils representing both a majodty of the cities
in the county and a majodty of the population residing in the
incorporated areas of the County.
The countywide agency responsible for the county or regional state
transportation impro~.~rnent program pursuant to Section 14527 of the
Government Code shall administer the plan and the tax re~nues
recei~:l pursuant to this section.
Once adopted, a county transportation expenditure plan may be
Tue~y, August t7,1999 Aml,~ Online: Counoll W4 Pllge: ~
amended only by a two-thirds ~ote of the adopting authority or by a
majodty ~ote by the ~oters in that county ~oting on the amendment.
(2) Notwithstanding Section 8.5 of Article IV, the taxes described
in subdivision (a) are hereby imposed, as provided in paragraph (3),
in a county only if the measure adding this article was approval by
a majority ~ote of the ~ters of that county ~ting on the measure
, except that in In a county in
which a countywide transactions and use tax for transportation
funding is in effect on the date the measure adding this article was
appro~cl by the ~oters of that county , the taxes
described in subdivision (a) are not imposed until the current
countywide transactions and use tax for transportation funding is
repealed or becomes inoperative.
For purposes of this article, a countywide transactions and use
tax for transportation funding does not include any portion of a
local sales tax that is imposed pursuant to the Bradley-Bums Uniform
Local Sales and Use Tax Law (Part 1.5 (commencing with Section 7200)
of Division 2 of the Revenue and Taxation Code), or its successor.
(3) Upon a county's compliance with the conditions set forth in
paragraphs (1) and (2), the taxes described in subdivision (a) are
imposed in that county for a period of 20 years commencing with the
first calendar quarter that commences more than 90 days aEer the
effective date of this section or the date of county compliance if
that date is later. Except as provided in paragraph (2), the taxes
described in subdivision (a) shall be so imposed in a county in
addition to any other state or local sales or transactions and use
taxes imposed in that county pursuant to law.
(4) The taxes described in 'subdivision (a) shall be administered
in the same manner as the taxes imposed pursuant to the Sales and Use
Tax Law (Part 1 (commencing with Section 6001) of Division 2 of the
Revenue and Taxation Code), or its successor, and shall be subject to
any exemption from tax set forth in that law.
(c) The taxes described in subdivision (a) shall be collected and
administered by the State Board of Equalization, or its successor
agency. The revenues ded~ecl from that tax shall be deposited in the
Local Transportation Infrastructure Account, which is hereby
established in the State Transportation Fund. The State Board of
Equalization shall allocate the moneys in that account no less
frequently than on a quarterly basis as follows:
(1) To the State Board of Equalization for its costs of collection
and administration.
(2) For the payment of refunds of amounts of tax improperly
collected pursuant to this section.
(3) The balance among the counties, by allocating to each county
all of the remaining amount of those tax re~nues that were collected
with reSpect to a sale, use, storage, or other consumption of
tangible personal property that occurred in that county.
(d) All revenues received by a county pursuant to this section
shall be expended exclusively for local and regional transportation
planning, research, design, construction, operation, maintenance,
rehabilitation, and environmental mitigation directly related to -
transportation project impacts.
(e) Revenues defi~cl from the taxes imposed pursuant to
subdivisions (a) and (b) are not General Fund proceeds of taxes
within the meaning of Article XVL
Tuesday, August t7, 1~ Amerle. a Online: Council W4 Pa~e: 7
s HEN D. WILSON
( Principal Piping Designer
Autocad Release 13
7101 Ranch House Road
Bakersfield, California 93309
(805)397-5236
SUMMARY OF EXPERIENCE
Nineteen years of experience in piping design.
Responsibilities have included layout and checking, supervision, preparation of specifications, construction support and
client interface for a variety of projects including .refineries, gas plants, oil/gas production facilities, steam generation and
distribution systems, offshore production platforms and food processing plants.
SUMMARY OF PROJECTS
OIL PRODUCTION FACILITIES - Chevron U.S.A., Inc. - Bakersfield. California
As a construction representative established and maintained field liaison between contractors and company, reviewed
construction schedules on the basis of operational and economic priorities, interpreted drawings and specifications for
contractors, insPeCted work to ensure compliance with specifications, conducted safety inspections, coordinated construction
activities with field personnel, reviewed and approved field changes and material substitutions, or any other matter where
company's approval was required.
PROCESS PLANT MODIFICATIONS - Proctor & Gamble- Sacramento, California
Worked with Process, Mechanical and Plant Engineers to develop a system to remove copper chromite catalyst from the
plant waste water. Prepared piping engineering manhour estimate and schedule. Assisted Proctor & Gamble in preparing a
cost of construction estimate. Performed layout of piping and equipment, prepared construction drawings and
specifications, and supervised piping design personnel.
MISCELLANEOUS REFINERY PROJECTS - Texaco Ref'ming and Marketing, Inc. - Bakersfield. California
Worked with refinery engineers to develop scopes of work for miscellaneous projects. Estimated engineering manhours,
scheduled projects (based on refinery priorities), assigned designers to projects and supervised designers to assure projects
were completed on schedule and per refinery specifications.
GAS PLANT EXPANSION - Pacific Offshore Pipeline Company - Goleta. California
Responsible for layout of the reaction furnace area in the sulfur recovery unit and layout and checking of other
miscellaneous areas. Assigned to the construction site to prepare hydrotest packages and solve construction problems as
they arose.
PROCESSING PLANT MODIFICATIONS - U.S. Borax - Boron. Califomia
Assigned to client's facility. Interfaced with plant engineer to design a new air compressor station for the production plant.
The station consisted of a new building, 6 air compressors with after-coolers, a water/oil separator, refrigerated air dryer
and a closed-loop cooling water system.
GRASS ROOTS REFINERY - Union Oil Company of California - Parachute Creek. Colorado
In the ammonia and sulfur recovery unit, performed layout of the pipeway, tempered water area, caustic storage area, and
underground storm water, waste water, and fire protection systems. In the hydrogen compression unit performed
miscellaneous layout, prepared piping plan drawing and analog isometrics.
E?HEN D. WILSON
GRASS ROOTS REFINERy - Inter Valley Energy Corporation - Bakersfield. California
Assigned to the job site to check for interference problems during construction and to redesign problem areas as needed.
Prepared hydrotest packages and performed punch out on various piping systems.
OFFSHORE PRODUCTION PLATFORM- Chevron U.S.A.. Inc. - Santa Barbara. California
In the gas compression module performed layout of miscellaneous areas. Prepared piping plan drawings and the desigh
model.
CARROT PROCESSING PLANT EXPANSION - Grimmway Farms - Lamont. California
Assigned to client's facility. Responsible for layout of organic baby whole carrot processing plant. Duties included layout
of process equipment, design of equipment structures, conveyors, water handling tanks and piping systems including process
piping, utility piping and waste water piping.
CARROT PROCESSING PLANT EXPANSION - Mike Yurosek & Son. L.P. - Lamont. California
Assigned to client's facility. Responsible for layout and design of a new waste water system to separate carrot pulp and
culls. Project included tanks, pumps, sumps, conveyors, cull hoppers and a new three story equipment structure.
EDUCATION
Arizona State University - Tempe, Arizona
Two Years, Aeronautical Technology
Saddleback Junior College - Irvine, California
Two Years, Engineering Technology
Fluor Engineers, Inc. - Irvine, California
· Basic Piping Design
Underground Piping Layout
Equipment Studies and Checking
· Compressor Layout
Fired Equipment Layout
PERSONAL AND PROFESSIONAL REFERENCES AVAILABLE UPON .REQUEST
· Michael Cleveland
; 10021 Roehampton Ave.
· Bakersfield, CA 93312
June 28, 1999
Honorable Mr. David Couch
Council Member Ward 4
1501 Trmxtun Ave.
Bakersfield, CA
93301
To the Honorable Mr. David ~2ouch
My name is Michael Cleveland. I am 14 years old, and in Boy Scout Troop 139. I am writing in
concern to the area of land west of the Eagle Ridge neighborhood, on the comer of Verdugo Ln. and
Wind Blossom Ave., Recently, the place that my friends and I would bike, was cleared out for
.::;i::!..:. .: building on. Since the land on Verdugo Ln. is the future sight of a park, I think that it would be a
:':~ good idea to make a biking area there, ff we had an area to bike nearby, then we wouldn't be biking
· out on the streets. I would appreciate it if you could helP.
Michael Cleveland
................. ¢? .........
,~,~g u t17,.
... · ... ~ · .. .
.~ . .,...:.7..= ~.;'::~': ;....;;~ ~..
·" - DEMI
~..:..:'~ ~ ..~7:..
FROM: ';:'. '"
SUBJECT:
·"'--:" "' ' "'~" :Ions ..::; ....
E tel~ to .... :
·: n in H(
..' -... i,-i signed .~Ore. any ?~eh~bilitation Work'W~S be "'~" .'
· 'Because the AHAP was: not ·executed prior to .the commencement:°f~'Jhe",~::,,:~:.,:' ..'
rehabilitation wo~, HUD info.ed HACK that.~. ~,~,.,--. ,:~t~e Shelter Plus C~re funds could, not be '
releaSed:
· Several entreabes were made to HUD for release of the funds s~nce the prope~ ': .".. :.
qualified'for the grant, but HUD insisted its hands were tied.':: "7'~-.~- ' .' .... .,',. ':'.t.~ ':t'. '
When no satisfactO~ resolution could be reached, the City was sewed with a
summons and federal cou~ complaint in 1995 in the maEer of Dana Pankey v. Ci~ of
Bake~eN. Dr. Pankey (Ph.D. and J.D.) alleged that the Ci~, HACK and HUD violated
his civil rights by failing to secure federal assistance fOr his RanchO Bakersfield MOtel..'
Additionally, he alleged that the defendants breached· an oral contract and commiEed -
several other to~s by failing to assure that he received the federal funds. ', :~'" "." :':
The case was assigned to Deputy City Attomey JaniCe Scanlan. Ms. Scanlan filed
a motion to dismiss the complaint on the basis that there is no constitutional right to such
~LEGISt
.'": .-': .::.'. :.However,. ~vi~ence that the Plaintiff offered to Show that he owned the
. :',: 't",~ the Cou~.sh0wed.t~at h9 Was the tmstee.'of a trust WhiCh OWned .that sharb:~'~Th'e t6 ~'~1~
: ':: ...: .. that he filed w~th the C~ stated that he had received an'ass~g'nment of I~t~gabon dgh
· ' '"': '. the olhei bw~em pdbr'toMaY'0f-i 9~",The actual?'~s{ignments that he p~dUced
Cou~.'sh0wed that he did not receive the assignments Until September of
.: ~ ... ,.....' . ~'.~ .. ....;. ': .
... . .' ~ - . ' ~ . .':~"..:~
AND IMI~EE
David R. Couch
Secona Vice President-Investments
Financial Consultant
SALOMON SMITH BARNEY 800-421-21 661-327-914171 ~
A member of clt~gmup~
SALOMON SMITH BARNEY INC,
~ ; ~~.~ ~~~ 5000 California Ave.. Suite l00
Bakersfield. CA 93309-0711
Fax 661-327-94f7
David R. Couch
SeconO Vice President-investments
Financial Consultant
SALOMON SMITH BARNEY
~oo-42~-2~?~
A member of c~t~gmup~
SALOMON SMITH BARNEY INC.
5000 Caiifomia Ave,, Suite 100
BAKERSFIELD
CITY MANAGER'S OFFICE
MEMORANDUM
August 20, 1999
TO: HONORABLE MAYOR AND CITY COUNCIL
FROM: ALAN TANDY, CITY MANAGER /~7-'/~w.
SUBJECT:. GENERAL INFORMATION
.:
1. The field crews tell me they have gotten several thank yous for the Palm-Olive sound
wall from residents. A neighbor from further north (beyond annexation boundaries)
even stopped to ask when we would be there!
2. The Garden is now selling concourse signage for very reasonable prices. If you know
a business that would like 500,000 - 600,000 people to see their signS, have them call
Jim Foss or Scott Norton.
3. The Recreation program and Fall brochure shows continued progress in both
programs and presentation. Congratulations to Stan Ford and his staff.
4. The assessed valuation in the tax increment area grew beyond budget projections,
and the loan we anticipated to cover a small portion of their debt for this year won't
be needed.
{~Ron Brummett of KernCOG said I could quote him - full funding for Highway 46 is in
place; it simply will go slow due to the bureaucracy. Those who have been
advocating taking 58 funding for 46 must-be aware of that.
6. The Convention Center concession prices will soon very closely match the' Garden's,
at least for those items they each carry. We had always been intending to make them
uniform and have just been a little slow implementing the plan.
7. The August URM Activity Report is enclosed.
8. A progress report from EDCD on the roof rehabilitation for the Bakersfield Senior
Center is enclosed.
9. Progress Report No. 17 for the VVastewater treatment Plant #2 Expansion Project is
enclosed.
Sent By: C~.ty C~.er'k; 3233780; Aug-24-99 4:02Pa; Page 1/1
'*' TO: DAVID COUCH FAX# 327.9417
~ FROM; CITY CLERK'S OFFICE
B A l¢,, E, ~, S F [ .P., L D Office.326.376'7 Fax-~81 323.3780
IIII
City of Bakersfield
'- ~ WORK REQUEST PAGE 1
REQ/~oB: WF0018202 / 001 PROJECT: DATE PRINTED: 8~26~99
REQUEST DATE: 8/25/99
CREW: TIME PRINTED: 12:37:29
'~ SCHEDULE DATES
LOCATION: ~'r~'r: 8~25~99
~, COMPLETION 9/07/99
GEN..LOC: FACILITY NODES
,- FROM:
FACiLiTY~ID: · -TO:· ~
REQ DEPT:' ,~ CiTYcoUNciL REFERRAL ".. ".' PRIORITY:. HIGH
REQUESTOR: ROW-LES ... . · · ~./,,/j. '.'~,~ORIGIN: .CITY co~CIL REFERRAL
DESCR~PTION:"NOISE.~.CONTROL ORDINANCE, , ~,~'~ --~
REQUEST.coMMENTS
· **REFERRAL TO CITY ATTORNEY***
ROWLES REQUESTED THE CITY ATTORNEY PREPARE A MEMO
DESCRIBINGTHE DIFFERENCE BETWEEN AMPLIFIED SOUND
AND ACOUSTIC SOUND IN RELATIONSHIP~TO THE'
NOISE CONTROL ORDINANCE.. .: -. .. -. -
...... "Task:_.-.~''~L/ ~''.RESPONSE TO REFERRAL,~
Assigned Department: 'CITY ATTORNEY
START DATE ' - -/ '.'-/., COMPLETION DATE / /
City of Bakersfield
~ . WORK REQUEST PAGE
REQ/JOB: WF0018203 / 001 PROJECT: ~- DATE PRINTED: 8Z26~99
REQUEST DATE: 8/25/99
CREW: -. TIME PRINTED: 14:37:49
SCHEDULE DATES
LOCATION: S'l'~%/~'l': 8~25~99
COMPLETION: 9/07/99
GEN. LOC: FACILITY NODES
FROM:
FACILITY ID: TO:
' REF NBR:
REQ DEPT: '~ CITY COUNCIL REFERRAL PRIORITY:. HIGH · :.
REQUESTOR: ~ROWLES - ~,,[ORIGIN: ,,,CITY COUNCIL~REFERRAL
USER ID: .-'RBARNHAR '~' ~-:: WORK~TYPE:-.REFERRAL
DESCRIPTION: 'FIBER' OPTICS INSTALLATION IN RESIDENTIAL'AREAS
REQUEST COMMENTS ~:~
***REFERRAL TO PUBLIC WORKS***'
ROW-LES REQUESTED PUBLIC WORKS PROVIDE A MEMO TO
COUNCIL REGARDING THE INSTALLATION OF FIBER OPTICS-~
IN RESIDENTIAL NEIGHBORHOODS..' MEMO TO ADDRESS
ISSUES SUCH AS PERMIT~REQUIREMENTS, NOTICING AND :
WORK. SCHEDULE SO RESIDENTS CAN MOVE VEHICLES~WHEN -
NEIGHBORHOODS "AND., REPAIR '. OF A~PHALT ' WHEN iWORK !',IS '.::~ ?~ :~: ~,'.' i,~'i'' '.
- COMPLETE..~,~: ':.~...--: :::.-~: .:- ,:. '-.' .,..~,,..'- ~ ..~..;.'.: ::- ,. . ~..:-.. i, .~:.,,i,:,-:.::~:". ~. ,:':. :~: ,'~.:'.i'',~ ..
.. .~ - ~,,.,~. , .'
Job Order DescriPtioni'FIBER OPTICS INSTALLATION :IN. RESIDENTIAL AREAS
~at~gory:. ' "'PUBLIC WORKS :-,,
Task: .... ,. ,. ,'.',, i..3 ':.i' RESPONSE ~TO REFERRAL ' "-, :31: . ~!i'~:
Assigned Department ?~:. (~,PUBLIC WORKS ',, ~ :. ~" .;, ::'..,' · ",~-::- ' - '
START DATE i.~'?~-'<:~;':'/~? ·":"i./:.:/:,~ :? .- :.COMPLETION :DATE,:".:.?~:?;--':c !/ .'~i:-? / ~' · ~
City of Bakersfield *REPRINT*
WORK REQUEST PAGE 1
REQ/JOB: WF0018204 / 001 PROJECT: DATE PRINTED: 8~26~99
~ REQUEST DATE: 8/25/99
CREW: TIME PRINTED: 15:14:~1
LOCATION: ~ SCHEDULE DATES
COMPLETION:· 9/07/99
GEN. LOC: FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
'REQ DEpT: CITY COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: ~DEMOND. ORIGIN:~p~CITY COUNCILREFERRAL
USER ID: RBARNHAR ' WORK~.TYPE:<'?REFERRAL
DESCRIPTION:' DOWNTOWN STREET REPAIRS ~"--' ..
REQUEST COMMENTS
***REFERRAL TO PUBLIC WORKS***
DEMOND REFERRED TO-STAFF THE ISSUE OF COMPLETING
STREET REPAIRS IN THE DOWNTOWN AREA.~ . ''.
Job Order Description DOWNTOWN STREET REPAIRS ~
.Assigned Department:~'-' PUBLIC'.WORKS '~"~'~ ' '"'~
,START DATE './ /~ / COMPLETION DATE / /
City of Bakersfield *REPRINT*
~ WORK REQUEST ~ PAGE 1
REQ/JOB: WF0018205 / 001 'PROJECT: DATE PRINTED: 8~27~99
_ REQUEST DATE: ~ 8/25/99
CREW: -' TIME PRINTED: 9:49:01
~ SCHEDULE DATES
LOCATION: ' ' S'r~U<f: 8~25~99
· COMPLETION: 9/07/99
GEN. LOC: FACILITY NODES'
FROM:~
'FACILITY ID:' TO:
REF NBR:
REQ DEPT: 'CITY COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: MAGGARD _ '- · · ~ ORIGIN: CITY COUNCIL:REFERRAL
USER ID: RBARAVHAR?~'~. . . " ~ ~.WORK .TYPE: REFERRAL
DESCRIPTION: ROAD CONDITIONS -.HWY. _178
REQUEST COMMENTS
***REFERRAL TO PUBLIC woRKs*** ....
MAGGARD REFERRED THE ISSUE OF POOR ROAD CONDITIONS
ON HIGHWAY 178 - EAST-BOUNDAND REQUESTED STAFF
CONTACT CAL'TRANS FOR ANUPDATE ON THE RESURFACING
PROJECT INCLUDING"THE .ANTICIPATED-COMPLETION DATE.
STAFF TO.~REPORT ~BACK TO. MAGGARD ~ .... ~
?Job Ord&r ~DesbriPti0n~ ..ROAD .coNDIT~6NS ~ HWY~: i78
Assigned Department: ?PUBLIC WORKS
City of Bakersfield
,~, ~' WORK REQUEST PAGE 1
REQ/JOB: WF0018206 / 001 PROJECT: .. DATE,PRINTED: 8~26~99
REQUEST DATE: 8/25/99
CREW: TIME PRINTED: 15:08:58
SCHEDULE DATES
LOCATION: S'r~u~'r: ~ 8~25~99
.' COMPLETION: ~ 9/07/99
GEN. LOC: '. FACILITY NODES
· ,FROM:
FACILITY ID: TO:
.... REFNBR:
REQ DEPT: CITY COUNCIL REFERRAL ·PRIORITY: HIGH
REQUESTOR: -SALVAGGIO .,, ORIGIN: CITY COUNCIL REFERRAL
USER ID:' RBARNHAR .... ~--' WORK TYPE: REFERRAL
DESCRIPTION: VARIOUS ROAD REPAIRS ' · ..
REQUEST COMMENTS
***REFERRAL TO PUBLIC WORKS***
SALVAGGIO REFERRED ·THE ISSUE OF ROAD REPAIR AT THE
FOLLOWING INTERSECTIONS: 1) MING AVENUE AND SO
H ST., AND 2) LEVELING 'OF A RIDGE AT "H" 'ST. AND-
BRUNDAGE LANE ........ .
job
order
Assigned Department: '~- PUBLIC WORKS' - - -~·..
START DATE / / COMPLETION. DATE
City of Bakersfield
~ ~. WORK REQUEST PAGE 1
REQ/~OB: WF0018207 / 001 PROJECT: DATE PRINTED: .8~26~99
REQUEST DATE: 8/25/99
CREW: TIME PRINTED: 15:10:'45
SCHEDULE DATES
LOCATION: STAX'r: 8~25~9
COMPLETION: 9/07/9~
GEN. LOC: WARD1 FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
REQ DEPT: CITY COUNCIL REFERRAL 'PRIORITY: HIGH
REQUESTOR: CARSON ORIGIN: CITY COUNCIL REFERRAL
USER ID: RBARNHAR WORK TYPE: REFERRAL
DESCRIPTION: .STOP SIGN 8TH & T ST.
REQUEST COMMENTS
***REFERRAL TO PUBLIC WORKS*~*
CARSON AGAIN REFERRED TO STAFF THE ISSUE OF
INSTALLING A STOP SIGN AT THE INTERSECTION OF
8TH AND "T" ST.
Job Order DesCriptiOn: STOP SIGN 8TH & T ST ....
Category: PUBLIC WORKS -- .
.' Task: ~- RESPONSE TO REFERRAL
Assigned Department: ... PUBLIC WORKS
START DATE. / '/ COMPLETION DATE / /
~. ~ . .
BAKERSFIELD
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: ALAN TANDY, CITY MANAGER
FROM: RAUL M. ROJAS, PUBLIC WORKS DIRECTOR
DATE: September 1, 1999
SUBJECT: COUNCIL REFERRAL WF00182081001, WARD 4, SIGNAL PRIORITY
LISTING.
'COUCH REQUESTED TRAFFIC ENGINEER STEVE WALKER CONTACT HIM
REGARDING THE FY 1999-2000 SIGNAL PRIORITY LIST."
The Traffic Engineer has prepared a new signal priority list of warranted traffic signal
locations for use in the FY 2000-01 Capital Improvement Projects budget year. This list is
revised throughout the year to provide information for the development of projects in the
next budget year. The latest revision has new warranted locations added. Projects that are
under construction, or were included in the current 1999-2000 CIP budget, have been
dropped from the list. The list has also been updated with the latest traffic volume, accident
and speed data. With the new data, the list was updated in the priority listing. Some
locations moved up in priority due to accidents, and/or traffic volumes, while others moved
down in priority for the same reasons. As the new budget is developed, Public Works will
propose traffic signal projects from this list based on funding availability and other factors.
The list is only a guide to aid in the determination of which projects to fund and should not
be considered as a budget program list.
The latest Traffic Engineer's list of warranted future traffic signal locations is attached. The
intersection of Hageman and Patton was ranked number 4 out of 34 intersections in the
old priority listing. In the current updated priority listing, the intersection is ranked number
32 out of 36 warranted locations. This improvement is due to the installation of a four-way
stop which eliminated broadside accidents. In the last 3 years there have been no fatal,
injury or property damage accidents in the intersection that could have been affected by
a traffic signal. Mr. Walker (phone 326-3959) is available to discuss the traffic signal
warrants and engineering ranking at your convenience.
cc: Traffic Engineering File - WF0018208.SignalPriorityList. REF.wpd ~:~tL~[5~ ~ ~.,~ ~_-_~.
slw: S:\VVP\CC_REFS\VVF0018208.SignalPriorityList. REF.wpd . ~.,.;:/.:,~ ~:~., -:- -
Page 1 of 1
~.~ ~ ,¢ WORK REQUEST PAGE 1
REQ/J~B: WF0018208 / 001 PROJECT: DATE PRINTED: 8~30~99
REQUEST DATE: 8/25/99
CREW: TIME PRINTED: 11:52:21
SCHEDULE DATES
LOCATION: ~'r~'l': 8~25~99
COMPLETION: 9/02/99
GEN. LOC: FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
REQ DEPT: CITY COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: COUCH ORIGIN: CITY COUNCIL REFERRAL
USER ID: RBARNHAR WORK TYPE: REFERRAL
DESCRIPTION: SIGNAL PRIORITY LISTING
REQUEST COMMENTS
***REFERRAL TO PUBLIC WORKS - TRAFFIC***
COUCH REQESTED TRAFFIC ENGINEER STEVE WALKER
CONTACT HIM REGARDING THE FY 1999-2000 SIGNAL
PRIORITY LIST (UNDER DEVELOPMENT). COPY AVAILABLE
AT THE FRONT WINDOW, CITY CLERK'S OFFICE.
Job Order Description: SIGNAL PRIORITY LISTING
at~gory: PUBLIC WORKS
asK: ~ RESPONSE TO REFERRAL
Assigned Department: PUBLIC WORKS
START DATE / / COMPLETION DATE / /
B A K E R S F I E L D ®
1990
TO: Alan Tandy, City Manager
FROM: Stan Ford, Director Of Rec. & Parks ~4~ ~
DATE: September 1, 1999
SUBJECT: COUNCIL REFERRAL # WF0018209 - Campus Park So. Soccer
A soccer coach, Trudi Turney, contacted Councilmember Couch regarding a problem
she had with a AYSO soccer coach and the problem of soccer teams using Campus
Park South to play regular games. In August Ms. Turney was conducting a soccer
practice with her team at Campus Park South on a weekday evening when a coach of a
another soccer team of young kids approached her and told her she and her team
needed to leave so his team could practice because they had the field reserved. She
stated to the coach that they would only be a few more minutes and then he could have
the area. At this point the man became verbally abusive to Ms. Turney and some
words were exchanged between the two coaches. Shortly after Ms. Turney left with her
team.
Last year this department installed two soccer goals in the park so kids would have the
opportunity to practice soccer. Currently there are teams of older children, 12-13 years
of age, playing games on the practice field at Campus Park South during the weekday
evenings. According to Ms. Turney this is causing the neighborhood streets to be full of
vehicles parking in front of homes and driveways. ~
Staff contacted the AYSO Commissioner of that region to communicate our concerns at
Campus Park South. The commissioner told us they have reservations on school fields
throughout the southwest but no reservations at any city parks.~ We informed him that
Campus Park South was a non reservable park that served reSidents on a first come
first serve basis. The teams will have to be reminded that the school fields are reserved
and this city park takes no reservations. He commented they do not have any teams in
the 12-13 year age group and could only assume that those teams playing regular
games at Campus Park South are "club teams".
We have telephoned Trudi Turney to let her know what we found out after contacting
the AYSO commissioner in regards to field reservations and the playing of regular
games at the park. Ms. Turney said she was appreciative of our efforts to help her
resolve the problem. We are attempting to identify the "club team" and when that
happens we will discuss the intended use of the soccer area at Campus Park South
with them. Staff will continue to monitor the situation.
RECREATION AND PARKS
4101 Truxtun Avenue · Bakersfield o California o 9ff309
.-(661) 326-FUNN · Fax (661) 861-0864
BAKERSFIELD
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: ALAN TANDY, CITY MANAGER
FROM: RAUL M. ROJAS, PUBLIC WORKS DIRECTO~
DATE: September 2, 1999
SUBJECT: COUNCIL REFERRAL WF00182101001, WARD 4, CONCERNING
VALLEYBROOK DRIVE.
"COUCH REQUESTED FOR STAFF TO CONTACT WAYNE REIMER CONCERNING
STREET PROBLEMS ON VALLEYBROOK."
Public Works staff contacted Mr. Reimer and addressed his concern regarding asphalt
debris from an underground line construction project in front of his residence. The debris
was not swept up after the end of each construction day and on two occasions left over the
weekend. Mr. Reimer was unable to keep debris from being tracked into his driveway,
garage, and residence. The City inspector and street maintenance supervisor discussed
the problem with Mr. Reimer during construction, however, they were unable to provide a
street sweeper to keep area cleaned of asphalt debris. The construction project has now
been completed and the area has been cleaned of debris. Staff will try to avoid the
occurrence of this inconvenience on future projects.
cc: Traffic Engineering File - WF0018210.wpd
P:\TRAF FIC\letters\council\WF0018210.wpd
Page 1 of I
City of Bakersfield *REPRINT*
· ~ .~ WORK REQUEST PAGE 1
REQ/~OB: WF0018210 / 00~ PRO~EOT: DATE PRI~ED: ~0~99
REQUEST DATE: v. 25/99
CREW: TIME PRINTED: 11:52:20
SCHEDULE DATES
LOCATION: ~T~'l': 8~25~9
COMPLETION: 9/02/9~
GEN. LOC: WARD4 FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
REQ DEPT: CITY COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: COUCH ORIGIN: CITY COUNCIL REFERRAL
USER ID: RBARNHAR WORK TYPE: REFERRAL
DESCRIPTION: STREET REPAIR - VALLEYBROOK
REQUEST COMMENTS
***REFERRAL TO PUBLIC WORKS - J. LAROCHELLE***
COUCH REQUESTED JACK LAROCHELLE CONTACT WAYNE
REIMER CONCERNING STREET PROBLEMS ON VALLEYBROOK.
Job Order Description: STREET REPAIR - VALLEYBROOK Catggory: PUBLIC WORKS
Task: RESPONSE TO REFERRAL
Assi§ned~Department: PUBLIC WORKS
START DATE / / COMPLETION DATE
MEMORANDUM
September 2, 1999
TO: ALAN TANDY, CITY MANAGER
FROM: ~.~1 JACK HARDISTY, DEVELOPMENT SERVICES DIRECTOR
SUBJECT: 'Z)- REFERRALS FROM COUNCILMAN COUCH
#WF 0018211
1. In response to a complaint by Paul Mock (Brimhall Estate resident) that his neighbor's
bright lights bothered him, a code enforcement officer was dispatched to talk to the
,~ ~ neighbor but was unable to make contact. He left a note requesting the neighbor call
him. There is no ordinance regulating residential lighting so at best we can only make the
neighbor aware of the problem and ask that he adjust the lighting to be less intrusive.
;~ ~ 2. Billboards between the Friant-Kern Canal and Calloway Canal east of Coffee Road and
North of Rosedale Highway were not approved as requested by the applicant. The
applicant requested three, fifty foot tall and 672 square feet in area. Two of the signs
were approved at 45 feet in height. If the signs had been subject to city codes, the two
signs would have been permitted with 300 square feet faces, fifty feet high.
3. The issue of severe pruning of trees in commercial areas is under discussion by the
Urban Development Committee. The Municipal Code requires that "all plant material
shall be maintained in a healthy condition at all times. Maintenance shall include, but not
J~/(" be limited to, programmed watering, consistent fertilizing, weed control, cleaning, pruning,
trimming, pest control and cultivating." We do not have an ordinance regulating the
extent of pruning. However, when we see a dead or cut down tree it is required to be
replaced.
JH:pjt
cc: John Stinson, Assistant City Manager
Trudy Slater, Administrative Analyst
m\mat9-2
B A K E R S F I E L D ®
1990
TO: Alan Tandy, City Manager
FROM: Stan Ford, Director Of Rec. & Parks
DATE: August 31, 1999
SUBJECT: Council Referral #WF0018213 - Centennial P. laza Fountain
Councilmember Couch inquired about the Centennial Plaza Interactive, Water Fountain
and it's warranty, repairs being completed and the cost to ma~rkain the fountain.
WARRANTY
In researching the warranty on the fountain, there was a one year warranty from the
date of installation which since has expired.
MAJOR REPAIRS
All major repairs have been completed.at the Interactive fountain. However, continual
testing and cleaning of the valves and nozzles is being completed on a regular basis to
ensure optimum performance.
MAINTENANCE COST
The on going monthly maintenance costs is averaging about $2211 and this consists of
electricity, water, supplies and labor.
RECREATION AND PARKS
4101 Truxtun Avenue · Bakersfield · California o 93309
(805) 326-3117 · Fax (805) 861-0864
SEP = 1999
BAKERSFIELD
M,M'gA~ ~ OFF[C~
MEMORANDUM
September 2, 1999
TO: Alan Tandy, City Manager
FROM: Carroll Hayden, Human Resources Manager ~
SUBJECT: Request for release of insurance information and additional claims
experience information
Councilmember Couch submitted a request from insurance broker Rodger Gagosian for me to
sign a letter provided by Mr. Gagosian to be put on City of Bakersfield letterhead to be sent by
them to all of the City's current insurance carriers in order to obtain current benefit information.
They would like the city to authorize the release to Mr. Gagosian and Mr. Clay Koerner all
information regarding the city's benefit plans, claims information, premiums and renewal
offerings. There are several concerns regarding this request.
It is inappropriate for the city to utilize city letterhead and employee signature to authorize a
private interest or enterprise to have access to confidential city information, absent authorization
by the City Council. Such City Council authorization could only occur within an open and
competitive process. To do otherwise could subject the City to legal challenge.
The City currently has a contract with Buck Consulting to act on behalf of the City regarding
health care consulting and contract renewals with health insurance vendors. The city has had a
long standing policy and practice of using health care consultants rather than insurance brokers to
assist with the review, marketing and renewal of city health plans. Council action to use
consultants rather than brokers has been consistent since 1988. The City is not currently
marketing its health plans, but is negotiating renewals with our existing vendors. Buck is
currently in the process of obtaining information and negotiating with the City's health insurance
providers for 2000 calendar year renewals. Having a third party involved in these negotiations
would unnecessarily complicate and possibly delay an already complex and important process.
Mr. Gagosian and his associates were given the opportunity to provide proposals when the
existing city health plans were marketed and when the current health care consultant was
selected. Their proposals were not selected at that time by the City Council.
SSJOHN~Council Refernls\Couchkbroker I.wpd
There are also concerns regarding the appropriateness of providing such special access only to
Mr. Gagosian and Mr. Koerner and not to other insurance brokers in the area who would also
want such an opportunity. If the city were to only give such access to Mr. Gagosian and Mr.
Koerner the city could possibly be subject to legal challenge. The City marketed its health plans
in 1998 and provided opportunities for all brokers to bid on city health plans. Based on the
quotes received at that time the City Council determined it would be more cost effective to deal
directly with the health insurance companies utilizing a consultant rather than use a broker. I am
providing a copy of a letter from the City's health care consultant at that time, Herb Kaighan,
which describes the role of the consultant versus use of a broker.
The proposed letter also seems to imply unlimited access to city health insurance records. There
are concems regarding the privacy of medical information. Medical information on individuals
covered by city health insurance plans is very sensitive and any right to access should be very
clearly and legally described.
I do not recommend providing Mr. Gagosian the requested letter for these reasons.
The City has cooperated with and provided publically available information to Mr. Gagosian and
Mr. Koerner in the past. Recently, information was provided at Councilmember Couch's request
regarding the City's health plans. In reviewing a memorandum from Mr. Gagosian from the most
recent referral from Councilmember Couch, it was determined that the monthly claims
experience information requested was not complete. We have obtained the remaining
information requested from our health care consultant. It should be noted that the format is
somewhat different from that prepared by our previous consultant, however it should provide the
requested information we have available. There is no claims experience available to the city for
vision or mental health benefits as they are paid on a capitated (fee per person not claims) basis.
cc. Bart Thiltgen, City Attorney
S:UOH]~Council Rcferals\Couch~brokcr l.wpd
Aon Consulting
Employee Benefits
Consulting Group
February21,1997
Mr. John Stinson
Assistant City Manager
City of Bakersfield
1501 Truxttm Avenue
Bakersfield, CA 93301
Re: Consultant versus Broker
Dear John:
Last Spring the City Council contracted with Aon Consulting to market the medical and
dental benefits for City employees and retirees. This has not been done for six years.
The HMO portion of the benefits was marketed in 1991 and Health Net was replaced by
CaliforniaCare effective 1-1-92. We were hired April, 1992.
City Council made its decision to use Aon Consulting-for this current marketing task for
several reasons, not the least of which is our successful strategic approach in helping to
guide City staff, the insurance committee, the personnel committee and City Council
toward decisions that have been very, effective in managing benefit costs as well as
maintaining employee satisfaction with the programs. Over this five year period of
time:
· The Blue Cross fee-tbr-service plan design has been fine tuned and modified to
both control and enhance benefit pertbrmance, both for the City and employees.
· The underwriting of the programs has been arranged for maximum
competitiveness and cost efficiencies.
· The mental and nervous and chemical dependency benefits have been carved out
and placed with a managed care program, thus improving the benefits for
employees and keeping the costs neutral for both the City and its employees.
· Quarterly experience reporting and annual financial accounting has kept the City
continuously intbrmed on the actual cost and cost trends of the plans.
':,tl ( .tI,.'~'t;;~:k' (. i'i,,'tr.l~t(t'.%r:'.,t~s * t:.,r,t&r:, (,,.,,'u':t.'s 1;,,.,¢~ ~' i)t~)~tst~l
'.~- \Vil~iurc t~)ulcv,lr~l..x, tlttt' ,-~)11 · I.l,~ .~:iC~.R'~;. ( ,ll~l~r~ll.i ,'~ll)[" · rt'l: (21 ~1 ()~,()-29(1() · *~lx: (21 ~) ()27-6155
Mr. John.Stinson
February 21, 1997
Page 2
Renewals have been requested, negotiated and confn'med well in advance of
their implementation date.
· The entire retiree situation has been reviewed and resolved with collective
bargaining consensus, including the implementation of an alternative benefit
program for Medicare eligible retirees and their dependents.
The Ci.ty Council agreed with the 1997 marketing strategy to allow for the realignment
of retirees participation due to the changes implemented 7-1-96 and again announced in
the open enrollment for an effective date of 1-1-97. Thus, an appropriate evaluation of
risk can be made by competing vendors as well as the existing vendor.
There are several reasons why an employer chooses to work with a consultant rather
than a broker with regard to both obtaining employee benefit advice and/or performing
certain tasks such as marketing the coverages:
A consultant is objective in that its compensation is derived from agreed upon
fees paid directly by the City,. A broker receives compensation from
commissions paid by a vendor with whom coverage is placed. This is usually
based on a percentage of premium. The rates determined by the underwriting
vendor would take into account this financial liability. Rates developed through
the consultant would be net of commissions and therefore lower than those
developed by a broker. In addition, some brokers have override commission
agreements with certain vendors which are not disclosed and could influence the
evaluation pertbrmed by the broker and the final recommendations.
· A consultant has full access to the entire marketplace. Therefore, a consultant is
able to receive competitive proposals from all vendors qualified to submit one.
· When an employer uses a single consultant to perform the marketing tasks,
uniform benefit specifications are submitted to the mai'ket place and a single
source of evaluation and analysis 'produces an objective "apples to apples"
comparison of vendor proposals.
· When dealing with a consultant such as Aon, the City is taking advantage of size
and leverage, both locally and nationally. Aon Consulting is the fourth largest
consulting firm in the United States and one of three largest Health and Welfare
practices in California. We are responsible for placing a tremendous volume of
business with vendors and theretbre are able to develop very cost competitive
proposals as well as demand the best vendor service teams.
Aon Cons dtin,
Mr. John Stinson
February 21, 1997
Page 3
Our Los Angeles office has 40 employees dedicated to benefits; 12 are
consultants and 8 are benefit analysts. The benefit analysts are ail senior
underwriters from insurance companies and have been trained to understand plan
design and benefits pricing.
The fee paid to a consultant for the marketing task is a one time fee.
Commissions paid to a broker are included in the rates and are paid annually.
The continued use of Aon is based on a track record of expertise and satisfactory
performance.
If City Council were to use a broker as a possible'alternative it.would need to
determine the process of selection, both locally and non-locaily, which could
become very. political.
The purpose of the last personnel Committee meeting was to review and approve the
Request for Proposal. the list of carriers and the marketing timetable which had aiready
been approved by City staff and the insurance committee. The decision concerning who
would perform those tasks had been decided by City Council over nine months ago.
Based on the City's desire to do a due diligence competitive bidding of its programs and
the possibility that one or more of these programs will be replaced with another vendor,
it is essentiai that the timetable be adhered to. Prior to' hiring Aon Consulting, the City
had consistently experienced the chaotic results of last minute renewai negotiations and
new vendor implementation.
We look forward to discussing these issues at the next personnel Committee meeting.
Sincerely,
l~IerbertV. Kaighan
Senior Vice President
HVK/cl
cc: Carol Hayden
City of Bakersfield
Monthly Experience Results
=~id Claims I Premium Loss Paid Claims I PremiumI Loss
Medical R~; Detlt~ll Total I Total Ratio Medical Rx TotalITotal I Ratio
Jan-97 $89 789 $20 710 $22 908 $133 407 $205,7-/4 64.8% $47,996 $12,748 $60,744 $62,029 97.9%
Feb-97 $88 525 $22 036 $28 388 $138 949 $206,930 67.1% $48;546 $11,364 $59,910 $65,079 92.1%
Mar-97 $96 564 $20 371 $25 313 $142 248 $206,768 68.8% $54,880 $14,349 $69,229 $65,334 ' 106.0%
Apr-97 $124 080 $19 820 $30 407 $174 307 $204,777 85.1% $64,816 $11,394 $76,210 $65,334 116.6%
May-97 $75 934 $31 059 $23.938 $130 931 $203,924 64.2% $47,370 $21,205 $68,575 $65,079 105.4%
Jun-97 $131 682 $20 265 $27.438 $179 385 $205,174 87.4% $82,452 $12,963 $75,415 $65,588 115.0%
Jul-97 $128 161 $21 282 $27.639 $177 082 $203,512 87.0% $65,239 $13,501 $78,740 $65,588 120.1%
Aug-97 $315 392 $20 808 $19.609 $355 809 $202,708 175.5% $20,621 $12,511 $33,132 $67,876 48.8%
Sep-97 $161.821 $24 243 $29 902 $215 866 $204,498 105.6% $33,717 $13,766 $47,483 $67,622 70.2%
0ct-97 $143958 $35 626 $20 905 $200 389 $204,872 97.8% $31,431 $19,724 $51,155 $65,842 77.7%
Nov-97 $135.283 $23477 $28,423 $187183 $205,514 91.1% $134,566 $13,604 $148,170 $68,130 217.5%
Dec-97 ~168,17S ~,341526 ~16,963 ~219,664 ~206,072 106.6% ~,63,951 ~141938 $78,889 :~r,661350 118.9%
Y-I'D~.$1,659,364 $294,223 f~,301,633 $2,255,220 $2,460,522 91.7%11 115675,'585 $172,067 ,$847,652 $789,850 107.3°/~
28
City of Bakersfield
Monthly Experience Results
P~id Claims J Premium Loss Paid Claims J Premium Loss
M~,;iir..al RI; Dental Total I Total Ratio Yedic;ll FIX Total J Total Ratio
Jan-98 $107,117 $22,514 $34 124 $163,755 $185,955 88.1% $35 530 $16,253 $51 763 $76,455 67.7%
Feb-98 $138,369 $22,018 $29 934 $190,321 $185,534 102.6% $77 194 $13,956 $91,150 $77 383 117.8%
'Mar-98 $142,115 $23,862 $31 594 $197,571 $185,062 106.8% $93.729 $14,120 $107 849 $78 002 138.3%
Apr-98 $156,134 $26,587 $24 966 $207,687 $163,114 113.4% $65.575 $15,007 $80 562 $78 621 102.5%
· May-98 $103,628 $36,135 $29 492 $169,255 $183,258 92.4% $43.964 $26,426 $70 390 $78 002 90.2%
Jun-98 $136,661 $24,094 $28 610 $189,365 $185,750 101.9% $57.342 $17,449 $84 791 $78 621 107.8%
Jul-98 $87,883 $27,798 $28 449 $144,130 $185,422 77.7% $39.858 $17,891 $57 749 $78 931 73.2%
Aug-98 $141,744 $20,547 $26 906 $189,197 $185,371 102.1% $73.266 $20,545 $93,811 $79 860 117.5%
Sep-98 $119,227 $25,724 $25 980 $170,931 $186,094 91.9% $70.486 $18,299 $88,785 $78 621 112.9%
0ct-98 $134,849 $44,090 $31 038 $209,977 $184,463 113.8% $45.401 $25,987 $71,368 $78312 91.1%
Nov-98 $140,094 $32,886 $30221 $203,201 $183,091 111.0% $69~073 $19,193 $88,266 $79240 111.4%
Dec-98 $92,618 $28,691 ~49,769 $171,078 ~183,133 93.4% ~p32,246 $18,564 $50,810 ~78,312 64.9%
~rro~1,5001439 ~,-334,94~ ,~711()83 $2,206,468 ,2,216,246 99.6%1 115713,664 $223,670 ~937,3...'.'.'.'.'.'.'.'~. $940,382 99.70/4
27
-- ~- ~m. ~__ ~-- ~m .m m m m m m m m m m m m ,-,
City of Bakersfield
_ Monthly Experience Results
Paid Claims PremiumJ Loss Paid Claims Premiuml Loss
, Medical Rx Dental Total Totali ~io MediCal Rx Total Totalm Ratio
Jan-g9 $155,773 $25,180 $28,224 $209,177 $252,253 82.9% $58,125 $18,385 $76,510 $100,140 76.4%
Feb-99 $242,698 $30,108 $33,296 $306,102 $253,983 120.5% $84,984 $18,656 $103,640 $86,231 120.2%
Mar-99 $156,230 $30,328 $28,517 $215,074 $252,907 85.0% $57,274 $18,299 $75,573 $86,231 87.6%
Apr-OO
May-99
Jun-99
Jul-99
Aug-99
Sep-99
Oct-99
Nov-99
Dec-99
Y~[$554.701 $85.617 $90.037 $730,354 $759,143 96.;1°/~!1 [[$200.383 $,55.340 $255.723 $272.602 93,8~I
26
B A K E R S F I E L D ®
\ 1990
TO: Alan Tandy, City Manager
FROM: Stan Ford, Director Of Rec. & Parks ~-~'~'
DATE: August 31, 1999
SUBJECT: Council Referral # WF0018214 - Bike Area At Future Park
Mr. Michael Cleveland had addressed a letter to Councilmember Couch inquiring about
the idea of incorporating a bike riding area in the future park atVerdugo Lane and Wind
Blossom Avenue. This 12 acre park site belongs to the North Bakersfield Recreation
and Park District. The District will begin the planning process of the park in the Spring
of 2000 and hopefully be out to bid for construction later in th~ ~year. During this
planning process period would be the appropriate time for Mr. Cleveland to voice his
thoughts on the design of the park.
Staff has repeatedly tried to contact Mr. Cleveland by telephone with no success. We
would like to discuss his idea of bike areas and to explain to him that this particular park
site does not belong to the City of Bakersfield but to the North Bakersfield Recreation
and Park District. We will send Mr. Cleveland a letter which responds to his questions
and a copy of that letter will be forwarded to you.
RECREATION AND PARKS
4101 Truxtun Avenue · Bakersfield · California · 93309
(661) 326-FUNN · Fax (661) 861-0864
J~AME~CA CITY
B A K E R S F I E L D
1990
September 1, 1999
Mr. Michael Cleveland
10021 Roehampton Avenue
Bakersfield,.California 93312
Dear Mr. Cleveland:
This is in response to your letter that was sent to Councilmember Couch inquiring about
a bike riding area at the future park site located at Verdugo Lane and Wind Blossom
Avenue. The site you are referencing to is under the jurisdiction of the North Bakersfield
Recreation and Park District and not the City of Bakersfield.
The park district informed us they will begin planning for the development of the park site
in the early part of the year 2000 with construction at the end of that year. You will have
the opportunity to voice your ideas of what should go into that park during their planning
process. I would urge you to contact Mr. Colon Bywater, Superintendent of Planning and
Construction, North Bakersfield Recreation and Park District for more information about
the park at 392-2000.
Please call me at 326-3117 if I can be of further assistance.
Sincerely,
Director Of Recreation and Parks
RECREATION AND PARKS
4101 Truxtun Avenue o Bakersfield o California · 93309
(661) 326-FUNN o Fax (661) 861-0864
CONFIDENTIAL - PROTECTED
M O R A N D U M II BY ATTORNEY/CLIENT AND
II ATTORNEY WORK PRODUCT
jj PRIVILEGES
September 2, 1999
TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS
FROM: BART J. THILTGEN, CITY ATTORNEY ~ -, ~
CARL HERNANDEZ III, DEPUTY CITY ATTORNEY(_~
SUBJECT: COUNSEL REFERRAL NO. WF0018215 / 001 -
CITY ORDINANCES RELATING TO TREES IN COMMERCIAL AREAS
This memorandum is in response to Councilmember Couch's request that the City
Attorney's Office provide copies of ordinances relating to maintenance standards for trees
in commercial areas.
For new commercial construction where site plan approval is required, Bakersfield
Municipal Code Chapter 17.61 requires that a landscaping plan be provided to the City for
its review. The location of all trees and shrubs and their types are required to be shown
on the landscape plan. Trees must be a minimum 15 gallon container size or larger and
must be vigorous and healthy when planted.
Chapter 17.61(B) further requires that:
All plant material shall be maintained in a healthy condition
at all times. Maintenance shall include, but is not limited to,
programmed watering, consistent fertilizing, weed control,
cleaning, pruning, trimming, pest control and cultivating.
(Emphasis added)
Furthermore, Bakersfield Municipal Code Section 8.27.010(D) prohibits maintaining
"overgroWn, dead, decayed, diseased or hazardous trees, weeds or other vegetation"
which attracts rats, vermin, or constitutes a fire hazard or danger to the public safety and
welfare.
Copies of these ordinances are attached to this memorandum for your review.
BJT/CH:Isc
Attachments
cc: Alan Tandy, City Manager
S:\COU NClL\MEMOS\Trees. Commercial.wl~l
17.61.010---17.61.030
Chapter 17.61 ing completion of installation within a time speci-
fied by the planning director.
LANDSCAPE STANDARDS B. All plan~ material shall be maintained in a
healthy condition at all times. Maintenance shall
Sections: include, but is not limited to, programmed watering,
17.61.010 Generally. consistent fertilizing, weed control, cleaning, pmn-
17.61.020 Landscaping required, ing, trimming, pest control and cultivating.
17.61.030 Minimum landscape standards. C. Landscape structural features shall be main-
17.61.040 Landscape plan requirements, tained in sound structural and attractive condition.
D. All plant material shall be Serviced by a per-
17.61.010 Generally. manently installed, electrically automated sprinkler
The purpose of this chapter is to establish the system.
necessary criteria, standards and limits for landscap- E. Replacement planting must conform to the
lng. The provisions of.this section are intended to original intent of the landscape design.
provide a transition between, and mitigate conflicts F. Installation of landscape materials shall be in
which may arise between, adjacent land uses, to accordance with commonly accepted methods of
promote an attractive visual harmony between the installation.
landscape and development and to reduce air, noise G. Trees shall be equivalent to minimum fifteen
and visual pollution. (Ord. 3835 § 37 (part), 1998). gallon container size or larger and shall be vigorous
and healthy when planted.
17.61.020 Landscaping required. H. Shrubs shall be a minimum five gallon con-
All projects for which site plan approval is re- tainer size or larger and shall be vigorous and
quired shall install landscaping in accordance with healthy when planted.
the following requirements; provided however, these I. Live vegetative matter shall cover no less
landscape requirements shall not apply to projects than seventy-five percent of the required landSCaped
where a current use is expanded but the valuation area at its maturity.
of the building permit is less than fifty percent of J. Where setbacks and public improvements al-
the replacement value of the existing improvements, low, a landscaped area ten feet in width on arterial
If the existing uses are to be expanded greater than streets and eight feet in width on collector and local
fifty percent of their'replacement value, the planning streets shall be installed behind the back of the curb
director shall determine the amount and placement or sidewalk along such street. The width of the
of landscaping needed to comply with this section, landscape strip may be reduced when, in the opinion
(Ord. 3835 § 37 (part), 1998). of the planning director, the following conditions are
met:
17.61.030 Minimum landscape standards. 1. The total square footage of required land-
A. Occupancy of a use subject to these standards scaped area remains constant;
shall not be permitted until the approved landscap- 2. The reduction in the required width is consis-
ing and irrigation has been installed, or if permitted tent with the purposes of the landscape regulations
by the planning director, an agreement and/or surety of this chapter;
bond or cash deposit sufficient to cover the cost of 3. In the central district (C-B and C-C zone dis-
installation which amount has been determined ,to tricts) this reduction may include the planting of
complete the work plus administration costs by the street trees only to allow adequate pedestrian access
city, and such has been provided to the city specify- consistent with adjacent development.
656-14c ~a~ersne~d 9-98)
17.61.040
K. Along street frontages, a tree shall be planted B. Property lines, overhead and under~ound
at a ratio of one tree per thirty-five lineal feet, or power easements;
portion thereof. Alternatively, trees may be planted C. Dimensions;
in groupings which include a number of trees equal D. Location of all trees and shrubs. Mature tree
to those required by the one tree per thirty-five foot head diameter shall be depicted to scale;
ratio. A minimum of one-half of the trees required E. Existing and proposed structures;
along each street frontage shall be evergreen species. F. Existing natural features (note on plan to' be
L. In parking lots provide at least one tree for removed or retained);
each six parking spaces placed at a maximum of G. Landscape drainage plan (showing method of
sixty-five foot intervals, water removal from the landscape areas);
M. Parking lot trees shall be installed and there- H. A plant specification list must be submitted:
after maintained throughout the parking area to 1. Keyed to the plan,
ensure that thirty pement of the parking lot will be 2. Estimated sizes at planting and at maturity,
shaded based on calculating ninety percent of the 3. Head diameter of trees at maturity and wheth-
tree species mature shade area. er the tree is evergreen or deciduous,
N. Buildings with main entrances facing parking 4. Container sizes,
lots shall be landscaped with a minimum of one tree 5. Quantity of each,
for each fifty feet of linear building frontage or 6. Percent of parking lot shading which will
portion thereof. Such trees shall be adjacent to the result from tree landscaping calculated in accordance.
building and may also be credited for parking lot with this section,
trees if they comply with the requirements set forth 7. Percent of evergreen trees located in parking
in subsection L of this section, lot and percent located along Project perimeter (ex-
O. Of the total number of trees required in the cluding trees required as buffer in Section
parking area and for the entire project, thirty percent 17.61.030P,
shall be evergreen species. 8. Botanical and common plant names.
P. In addition to the trees referenced subsections (Ord. 3835 § 37 (part), 1998).
L, M and N of this section, evergreen trees shall be
installed along the property line perimeter, in the
required landscape area, required by Section
17.58.050N, of drive aisles, parking lots, loading
areas and storage areas as a buffer between' office,
commercial and industrial uses and property zoned
for residential uses. Such trees shall be spaced no
further apart than thirty feet on center.
Q. Landscaping and irrigation shall be installed
in compliance with any approved site plan or other
project approval prior to final inspection or occu-
pancy.
(Ord. 3835 § 37 (part), 1998).
17.61.040 Landscape plan requirements.
A. A workable scale (preferred -- one inch
equals ten feet or larger) and north arrow;
(B~ne~d 9-9S) 656-14d
8.24.010--8.27.010
assessments. 8.24.040 ViolationwPenalty.
(Ord. 3435 § 6, 1992: Ord. 2603 § I (part), 1980: Any person, firm, or corporation who, as
prior code § 8.84.150). principal, agent, contractor, subcontractor, officer,
servant or employee, for himself or itself or for
Chapter 8.24 any other person, or for any firm or corporation,
or for anY officer or department of the city, or for
TEI~.MITE-INFESTED WOOD any school district, school board, board of
education, or public, quasipublic or political
Sections: corporation or body, except the United States of
8.24.010 Applicability. America, or who by agent, contractor,
8.24.020 Sale °r storage l~rohibited, subcontractor, servant or employee, violates or
8.24.030 Transport except for disposal refuses to comply with any of the provisions of
prohibit,xi, this chapter, shall be punished as set forth in
8.24.040 Violafion--l%nalty. general penalty provision Section 1.40.010. (Ord.
3431 § 1, 1992: prior code §§ 10.50.040,
8.24.010 Applicability. 10.50.050).
The provisions of this chapter are specifically
declared to apply to, govern and control the vari- Chapter 8.27
ous departments and officers of the city, any
school district, school board, board of education PROPERTY MAINTENANCE
or any public, quasipublic or political corpora-
tion or body, their agents or representatives, S~rions:
except the United States of America, within the 8.27.010 Maintenance of property--
city. (Prior code § 10.50.030). Violation of specified standards.
8.27.020 Enforcement.
8.24.020 Sale or storage prohibited. 8.27.030 Abatement.
It is unlawful for any person, firm or corpora-
tion to sell, offer for sale, give away or store 8.27.010 Maintenance of propertym
within the city any wood, lumber, logs, poles, Violation of specified standards.
sawdust or other material infested with termites It is unlawful and is declared a public nuisance
or white ants. (Prior code § 10.50.010). for any person owning, leasing, occupying or
having charge or possession of any property, in
8.24.030 Transport except for disposal the city to maintain such property, in such man-
prohibited, net that any of the following conditions exist
It is unlawful for any person, firm or corpora- thereon, except as may be allowed by Title 17 of
tion to transport within the city any wood, this code:
lumber, logs, poles, sawdust or other material A. Any building or structure which has been
infested with termites or white ants unless wood, partially destroyed for at least six months to the
lumber, logs, poles, sawdust or other material extent of more than twenty-five percent of' the
infested with termites or white ants is being trans- value of the building as it appears on the current
ported to the city dump or other approved place tax assessor's roll, or left in an unreasonable state
for burning. (Prior code § 10.50.020). of partial construction. For purposes of this chap-
ter. "left in an unreasonable state of partial con-
struction'' means left. after' initiation of
(Bakersfield 3-92) 316
8.27.020m8.27.030
construction, for a per/od of one year or more H. Lumber (exluding stacked firewood for
without completion of a phase warranting an use on the property and lumber for a project on
initial building inspection or without completion the property initiated within ten days of deliv-
of a successive phase warranting a subsequent cry), junk, trash, debris or salvage mater/als visi-
building inspection under Title 15 of this code. ble from a public fight-of-way, except as may be
where the appearance or other conditions of said allowed by Tide 17 of this code.
unfinished building or structure substantially I. Abandoned or discarded furniture, stove.
detracts from the appearance of the immediate refrigerator, freezer, sink, toilet, cabinet or other
neighborhood, household fixture or equipment visible from a
B. Any doorway, window or other opening public right-of-way, except as may be otherwise
into a vacant structure not closed and main- prohibited by Title 17 of this code.
·tained by means or materials approved by the J. Any motor vehicle, trailer, camper, boat or
building director, other mobile equipment parked on any unpaved
C. Any broken window constituting a haz- area in any front yard (as defined in Section
ardous condition and facilitating trespass or 17.04.670 of this code) or on any sideyard (as
malicious mischief, or constituting a shelter for defined in Section 17.04.690 of this code) adja-
vagrants or criminals or enabling persons to cent to any street.
resort thereto for the purpose of committing K. Any fill dirt containing pieces of concrete,
unlawful acts. asphalt, or rubbish or any fill dirt brought to the
D. Overgrown, dead, decayed, diseased or property or excavated from the property and not
hazardous trees, weeds and other vegetation: wetted and compacted in accordance with the
1. Likely to attract rats, vermin and other nui- requirements of Chapter 70 of the Uniform
sances; or Building Code and graded to within eighteen
2. Constituting a fire hazard; or inches of the adjacent grade within thirty day of
3. Dangerous to public safety and welfare, delivery or excavation. (Ord. 3182 § I (part),
E. Any building exterior, wall, fence, drive- 1988).
way, sidewalk, or walkway which-is maihtained
in such condition of deterioration or disrepair as 8.27.020 Enforcement.
to be unsafe or which is so defaced as to substan- · A. The building director shall enforce the
tially detract from the appearance of the immedi- provisions of this chapter. Any person who
ate neighborhood, violates any provision of Section 8.27.010 shall be
F. Any attractive nuisance, including aban- punished as set forth in general penalty provision
doned, broken or neglected machinery or equip- Section 1.40.010.
ment, any pool, pond or excavation dangerous to B. For each day that a violation exists, it shall
children, constitute a separate offense.
G. Construction equipment or machinery of (Ord. 3434 § 2, 1992: Ord. 3182 § 1 (part),
any type Or description parked or stored on the 1988).
owner's property where it is readily visible to the
general public, except during excavation, con- 8.27.030 Abatement.
struction or demolition operations covered by an As an alternative to the enforcement provided in
· active building permit for the subject or adjoin- Chapter 1.40, the building director may take action
lng property., except as may be allowed by Title to abate the nuisance, pursuant to Chapter 8.80 of
17 of this code. the Bakersfield Municipal Code. (Ord. 3440 § 1,
1992: Ord. 3182 § 1 (part), 1988).
317 (Bakersfield 3-92)
BAKERSFIELD
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: (~ Tandy - City Manager
FROM: /q,~ Raul M. Rojas - Public Works Director
DATE: August 31, 1999
SUBJECT: CITY COUNCIL REFERRAL }FF0018217/001
Traffic Impact Fees
The Omni-Means study was completed in February 1991. The Transportation Impact Fee Schedule
adopted by the City Council in 1992 is attached - the "Phase I" fee. The table also shows the current
fee schedule - the "Phase II" fee. Staff is working on preparing an estimate of what would have
been collected if the council had approved the different levels of fees proposed in the study between
the date this fee was established and now.
Staff is having the Omni-Means study copied. As soon as it is available, it will be delivered to the
Clerk's Office.
S:\COUNCIL\COUNCIL.REF\0018217.wpd
TRANSPORTATION IMPACT FEES - PHASE I AND II
:
: . ~ ' .. ::-... : -~ ~ .....:. -:--: ..:., ....... .:::. ::..: ......~::~:~:~:~:~::>~:~ ~;
SINGLE FAMILY, DETACHED I $1,179 ~ $2,197
MULTI-FAMILY 2 ~
$1~471
H ~ISERVICE INDUST~ 3 ~7 $87
L~HT INDUSTR~L 4 ~ $~
OFF~E COMMERC~L
U~ 1~,~ ~. ~ 5 ~ $~
1~,~1~,~ ~. ~ 6 $~ $~
~,~ ~. ~ & ~ 7 ~1 ~1
R~NL COMMERC~L
U~ 10,~ ~. E 8 $~ $~
10,~,~ ~. ~ 9 $~ ~
~,~,~ ~. · 10 $~ ~
1~,~1 ~,~ ~. ~ 11 ~1 ~A
~,~,~ ~. · 13 ~ ~A
~,~,~ ~. · 151 ~ ~A
1 ,~ ~. ~ & ~ 16 $71 NIA
G:~JECTSWlARtAN~TIF~PHASE2~FULLFEE.WB2 n7t~u~?~GY.,~rr .r-
City of Bakersfield *REPRINT*
WORK REQUEST PAGE 1
R~Q/JOB: WF0018217 / 001 PROJECT: DATE PRINTED: 8~30~99
REQUEST DATE: 8/25/99
CREW: TIME PRINTED: 11:52:19
SCHEDULE DATES
LOCATION: ST~'r: 8~30~99
COMPLETION: 9/02/99
GEN. LOC: FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
REQ DEPT: CITY COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: COUCH ORIGIN: CITY COUNCIL REFERRAL
USER ID: RBARNHAR WORK TYPE: REFERRAL
DESCRIPTION: TRAFFIC IMPACT FEES
REQUEST COMMENTS
***REFERRAL TO PUBLIC WORKS- J.LAROCHELLE***
COUCH REQUESTED STAFF RESPOND TO HIS MEMO
REGARDING TRAFFIC IMPACT FEES. COPY OF MEMO
AVAILABLE AT THE CITY CLERK'S OFFICE FRONT
COUNTER.
Job Order Description: TRAFFIC IMPACT FEES Category: PUBLIC WORKS
Task: RESPONSE TO REFERRAL
Assigned Department: PUBLIC WORKS
START DATE / / COMPLETION DATE / /
Kern Council
of Governments
September 1, 1999
To: John Stinson, Assistant City Manager ~
\\ / ?
From: Ronald E. Brummett, Executive Director~ .~/~
Subject: ROUTE 46 SCHEDULING AND FUNDING
The attached material is a Caltrans' schedule and cost estimate for the completion of a four
lane facility of Route 46 from San Luis Obispo County Line to I-5 in Kern County. The
three phases as outlined in the Caltrans proposal allows for the phasing of the project.
Using this methodology, Kern COG and the state can fund right of way and construction
for each phase as its environmental study is completed. It should be noted that
construction can not be funded until each phase has Federal environmental clearance.
According to the attached schedule provided by Caltrans, construction funding for Phase
1 will be programmed in the 2002 STIP, with construction beginning in 2005/2006. Phases
2 and 3 will be programmed in the 2004 STIP, with construction beginning in 2008/2009.
Should the State of California be able to move the project through the environmental
stages in twenty-four months, instead of the 51 months that has been estimated, Kern
COG should still be able to provide matching funds without disrupting any current projects.
If the State of California decides that widening Route 46 is a safety issue and it needs to
be completed in a more expeditious manner, a match of 10% Regional Improvement
Program (RIP) and 90% Interregional Improvement Program funds (state discretionary)
could still be accommodated. This would allow funding of these Phases at least a year
sooner than the current Caltrans schedule. ·
REB/Ic
Attachment(s)
Kern Council of Governments
1401 19th Street, Suite 300, Bakersfield, California 93301 (&(-0,~'~361-2191 Facsimile i&~,/324-8215 7TY~! 832-7433
Diitrlct 6
State Route 46 Improvement Schedule
(proJect Cmtcept: Two La.e ConventlmtM Highway to Four Lane
, $cltedules
t-~
Project Segment Limits
-1- Project
SLO/KER Co Uae to Keck's Corner
{F~I 0.0/7.3) PSR
-~,~ Eslimated Cost (SM): 834.8 iPA&ED ·
PS&E . ' '
....... .... ................................
(PM 7,3/2E5) PSR
~) Estimated Cost (SM): $36.1 PA&ED
PS&E
Roule 33 to I-5
]~,: (PM 20.5/32.5) =SR
· . Estimated Cost (St/I): $39.2 ~^&ED
;ONST
Nob~:
pm#~t 8aanes
Proje~ Sludy Report CF~R)
Project Approval ina Envlronmer~ D~cument (PA&ED)
Final Oe$ig~ ami R~ht. of-Way Cteara~ce (P,~&E)
Conslruction (CONST)
'0 Call,mm DIMrMt. lt - Adva, nee Planning
Route 46
(SLO County Line to Route 99)
Highway Improvement Schedule
·
TAG LOCATION PROJECT FUNDING EST. COST E~r. PROJECT
#0. 8OURCE (SM) COI'LETION
~ 8LO/Ker Co Line to K~.~'$ Comer~ RIP/lIP ~.30 2007
2 " I~c~i' ~ _..-,'~ to R~ ~ ~'t 2 ~ 4 ~ ~ Rl¢iiIP 838.10 . 2010
3 I~ ~3 i~ I-5 " Conve~ 2 ~o4 Lane Htgl~ RImlP $39.20 2010
4 .... 1-5 to Scholieid'Ave Convert 2 to 4 larm H~I~ RiP $49.90 Futura
5 Wa.__,~__' "."Schofield Ave to Rte 43 C~nveft 2 ~ 4 lane HIglM~ RiP NA
__6 ....... Rt~ 43 to Rte 99 ~ ' RIP ~.2.20 Future
~__.t~<ar Co Line to Rte 3'~'-'-- ........ *% ~ MAINT $0.41 2001
~ _~_Kar Co Line_to ~ 3~ .A~ Overla~.&.vV~k~ ~ho~kl~i .~I~...P ......... $12..3~ ....... 20..~. .........
i~-~,-~: ............... : 9 '" ~33to~.5 ~ove~y&wdenSl~r SHOPP S7.78 2000
........... ~.o .......... : ............. '_"' ~ ~, v~_ ~,~ ............ .~~ ~.,~ ~. _~:~ ............ ~.?n ..........
12 Ku~ Rd to Rte 43 AC Over~ [~] ~HOPP IKI.80 2~ _
O 13 " Ri. 43 lo R~ 99 Ctdp Se;d MAJ~m $o.14 ' "~o01
~ 14 Rta 43 to Rte 90 ..... ,~,..10 F)p $0.50 2005
0 1~ Bitl~.~ter Cre~ Bri~ _ MINOR-A ~ 2000
~ No~xt Ran~s to !-$ · ir~ ~ MINOR A
Z ~ Various Locations - SLO/Ker Co Une lo I~e 99 SHOPP NA [31! lg~g-2000
NOTE: {i3 Hmo shoulder vmISmn i~ - eximUn~ ehoul~e~,m.mm ~immmly {~ ~ micEt
Cdlz~m ~ $- Ad~m~ Pl~nalng
1~3
Olstrk:t.
8tara Route 46 - Co L/i lo Keck~ C°mer
Envlronmentll. AnllylI. ~r. hed ule
FIIcll Yel. rs
(~,
Actlvll~ Name Qb' 3 ~lr 4Qi~ 1
S'--~ion 7 Cemultetio~
~_bM Bp.J~$ R.vlsk~ ............. __..__.
Cirmlallon & Public __ . -- __
Prehred AIt~ to Corn .mere
Final BFUEIS Re~l~cm " _._._._.
Reepond to Commer~ & ~ ROD __
F__ .HWA Review & Approval of R0D
~"~ Ca/trmae Central Region Etwironmenlei PbmnlnO
ADMINISTRATIVE REPORT
MEETING DATE: February 24, 1999 I AGENDA SECTION: Consent Calendar
I
ITEM: 8,,~.
TO: Honorable Mayor and City Council
FROM: Jake Wager, Economic Development Director DEPARTMENT HEAi~~
DATE: February 11, 1999 CITY ATTORNEY
CITY MANAGER
SUBJECT: An Agreement with GRC Associates, Inc. for Economic Development Consulting Services.
(WARDS 1 & 2)
RECOMMENDATION:
Staff recommends approval of agreement
BACKGROUND:
With the completion of the Centennial Garden and its immediate success, it is time for the City to capitalize
on that success. The next level of activity aimed at the continued improvement of the larger downtown area
is the recruitment of complementary uses. The addition of synergistic enterprises such as food, specialty
retail, and entertainment would enhance existing businesses and complement the success that the ai'ena has
brought to the downtown area. Other cities with similar facilities have found that Such recruitment further
energizes the downtown area.
Economic Development staff have spoken with a number of firms experienced in providing such services.
Based on cost considerations and demonstrated experience, staff recommends GRC Associates, Inc. (GRC).
GRC has provided economic consulting services to cities and redevelopment agencies for over 15 years and
currently is providing housing consulting services to the CDDA. With the experience learned from hundreds
of commercial projects, GRC has assisted over 50 cities in identifying and locating businesses, includin, g many
restaurants and retail shopping.
The scope of work will encompass 4 tasks:
1) Review of Downtown Business Comparables - identifying business types usually found in
downtowns, collecting data (including traffic counts, event attendance, employment estimates),
and collecting property and sales tax information;
2) Identification of Potential Sites - locating most attractive sites for food, retail and entertainment
businesses, developing profile of each site;
OIk:P:~ADMINS~GRC-Cpoenhaver Agr adm
February 17., 1999. 9'21AM
BAKERSFIELD DO WNTO WN
ECONOMIC DEVELOPMENT
PROJECT
!
!
City of Bakersfield
BAKERSFIELD DOWNTOWN
ECONOMIC DEVELOPMENT
PROJECT
SUBMITTED TO:
CITY OF BAKERSFIELD
1501 TRUXTON AVENUE
BAKERSFIELD, CA 93301
SUBMrrmD BY:
GRC ASSOCIATES, INC.
1340 VnLLEY VISTA DRr~E
SUITE 120
DIAMOND B^R, CA 91765
JUN~ 28, 1999
page
TABLE OF CONTENTS
I. INTRODUCTION ............................................................................................. 1
The Downtown Setting ............................................................................................ 1
Report Organization 3
II. THE STUDY AREA .......................................................................................... 4
The Downtown Core ................................................................................................ 7
The North District ................................................................................................... 7
The Convention Center District .............................................................................. 7
Entertainment District ........................................................................................... 8
The Recreation District ........................................................................................... 8
III. SOCIOECONOMIC CONDITIONS ............................................................. 10
Existing Population Profile .................................................................................... 10
Comparison with Other Valley Metropolitan Areas .............................................. 14
Employment ........................................................................................................... 14
Population Trends .................................................................................................. 16
Population Projections ........................................................................................... 18
Per Capita Income .................................................................................................. 19
IV. RETAIL SALES .............................................................................................. 21
Retail Sales Comparisons ...................................................................................... 21
Retail Sales Trends ................................................................................................ 23
Purchasing Potential .............................................................................................. 24
Retail Centers ......................................................................................................... 25
Cinema Theaters .................................................................................................... 27
V. LAND VALUES ............................................................................................... 30
Assessed Values ..................................................................................................... 30
Recent City Acquisitions ........................................................................................ 30
Recent Commercial Property Sales ........................................................................ 31
Commercial Rental Rates 32
VI. DEVELOPMENT RECOMMENDATIONS ................................................. 34 '
Recommended Development Program 34
Entertainment Development Concept ................................................................... ................................................................... 35
Land Requirements ................................................................................................. 35
Potential Development Sites 36
The California Site ................................................................................................. 37
California Site Development Porforma .................................................................. 39
The Truxtun Site .................................................................................................... 47
Findings and Suggested Strategy .......................................................................... 49
Bakersfield Downtown Economic Deoelopment Study
Appendix A - List of Shopping Centers Located in the Metropolitan
Bakersfield Area
Appendix B - List of Tenants Located in Southern California Entertainment
Districts
Appendix C - Sample of Businesses Loated in a Downtown Are
Baker*l'~eld Downtown Economic Development Study
LIST OF FIGUREs
Figure 1 - Regional Map ................................................................................................
5
Figure 2 - Study Area Map ........ : ................................................................................... 6
Figure 3 - 1-Mile and 3-Mile Radius Map ................................................................... 12
Figure 4 - Population Growth Trends ......................................................................... 18
Figure 5 - Population Projections ................................................................................ 20
Figure 6 - Shopping Center Locations ........................................................................ 26
Figure 7 - Movie Theater Locations ............................................................................ 29
Figure 8 - California Site ............................................................................................. 38
Figure 9 - California Site - Conceptual Master Plan .................................................. 46
Figure 10 - Truxtun Site .............................................................................................. 48
LIST OF TABLES
Table 1 - Study Area and Districts ................................................................................ 4
Table 2 - 1998 Population Profile ................................................................................ 13
Table 3 - 1998 Population Comparison of Three Metropolitan Areas ....................... 15
Table 4 - Current Employment ................................................................................... 16
Table 5 - Population Growth Trends 1986-1999 ......................................................... 17
Table 6 - Population Projections 1990-2020 ................................................................ 18
Table 7 - Per Capita Income Projections, 1998 and 2003 ........................................... 20
Table 8 - Comparison of Retail Store Sales by Area, 1997 ......................................... 22
Table 9 - Retail Sales, 1986-1997 ($ Millions) ............................................................ 23
Table 10 - Retail Sales as a Percent of Income ........................................................... 25
Table 11 - Movie Theater Box Office Receipts, 1998 .................................................. 28
Table 12 - Assessed Land Values ................................................................................ 30
Table 13 - Property Acquisition by the City of Bakersfield ........................................ 31
Table 14 - Downtown Commercial Property Sales, 1997 & 1998 ............................... 32
Table 15 - California Site Land Use ............................................................................ 37
Bakersfield Downtown Economic Deoelopment Study
I. INTRODUCTION
GRC Associates has been retained by the Bakersfield Economic and Community
Development Department to assist in identifying economic development
opportunities, particularly entertainment-related development in the downtown area
of the City of Bakersfield and to recommend potential development programs and
strategies to allow the City to meet its goals of continuing to renovate downtown
Bakersfield and to take advantage of the extensive public facilities and amenities
that have been developed to date.
To complete this study, GRC Associates examined the existing and future
socioeconomic conditions of the downtown area of Bakersfield as well as the regional
characteristics to determine to market potential for entertainment development. A
field survey of the area also was conducted to understand existing
property
conditions and the existing tenant mix as indicators of future development potential.
Further, recent retail sales information and land values provided by the real
property agent for the City of Bakersfield were reviewed to help evaluate the
development potential of specified core area sites presented in this Study.
The intent of this initial effort was not to "appraise" specific properties or to identify
and market uses to specific uses but' to generally evaluate the development potential
and cost for the purposes of project planning and to develop a marketing strategy for
subsequent municipal efforts.
The Downtown Setting
Bakersfield is the classic example of the urban cycle. The original downtown, once
the focus of a much smaller community contained the retail stores, entertainment
uses and government uses required to support the residents of the City. As the
Bakersfield metropolitan area approached 400,000 persons, the older downtown
facilities could no longer compete as circulation patterns changed and building needs
and standards changed over time.
The major north-south arterial corridor in the City, Union Avenue, was replaced by
Highway 99 and new commercial facilities such as the Valley Plaza on Ming Street
were constructed in proximity to the freeway. The freestanding commercial stores in
downtown could no longer compete with the attractive and varied shopping available
in numerous retail shopping centers throughout the Bakersfield area, especially
those deVeloped west of the Highway 99. Despite examples of strong individual
businesses and attempts by private and public entities to make the downtown
customer friendly, only a few commercial blocks are fully occupied and, as the
distance from the center of downtown increases, vacancy rates increase, the quality
of the tenants deteriorates and the percentage of auto-related uses appear to
increase.
Bakersfield Downtown Economic Development Study
The downtown area, with its older commercial buildings constructed to obsolete
standards, could not compete with modern retail centers constructed in proximity to
the new housing areas on the periphery of the city and along the freeway corridor.
Businesses, including auto dealers, lodging facilities and major retailers, seeking the
most visibility and the easiest access migrated to the freeway corridor. Even
entertainment facilities such as the movie theaters changed concepts from single
screen facilities to large multi-screen cineplexes. They were developed in the newer,
higher income portions of the metropolitan area and more recently in the super
regional Mall.
As the original core area lost its ability to attract commercial users and building
vacancies increased, the downtown area continued to be the center of government
and the core area now accommodates a very wide range of municipal, federal, court,
county and school district offices and extensive support offices for lawyers,
accountants, general business, and financial institutions. Many of the buildings
occupied by governmental entities are first-class office buildings and offer an
interesting contrast to the retail development downtown. The community also began
to focus on the renovation of downtown. This focus on downtown has brought back
several strong elements to downtown that would not have existed without the
assistance of the City. These include the development of destination uses such as
the Centennial Garden and Convention Center. These publicly owned and privately
managed facilities have an annual attendance of over 600,000 visitors and are
attracting conventions, concerts, sporting events, political events and specialty
shows to downtown. Additionally, the downtown has benefited from historic
rehabilitation efforts and there are several examples of unique historic buildings
such as the Kress Department Store, the converted Old Church Plaza, and the
preservation of the commercial buildings along 18th Street through downtown.
With respect to housing development, the downtown has attracted essentially no
new development for more than 15 years. With the exception of a modestly sized
single family area on the outskirts of downtown, housing in the downtown and the
immediate surrounding areas is low value and is in very poor condition exhibiting
extensive signs of deterioration. This contrasts sharply with the newer housing
areas of the City, which offer attractive, well maintained housing at all price levels
similar to the better residential areas in southern California. It is apparent that the
housing stock in the vicinity of downtown has also not attracted retail developers
and stores. There is a distinct absence of neighborhood commercial in the vicinity of
downtown including not one modern supermarket.
The community is progressively working towards the preservation and enhancement of
downtown. The very strong retail nodes along Highway 99 and Highway 178 and in the
newer portions of the community and the extensive commercial vacancies downtown
dictate that future progress in downtown needs to be focused on developing facilities not
yet available in other portions of the community such as an entertainment based uses,
commercial recreation uses, additional public facilities (a multi-purpose sports and
activity stadium has been mentioned) that can serve as destination uses together with
support uses such as restaurants.
Bakersfield Downtown Economic Development Study
i Report Organization
Following this Introduction, Section II of this Study describes the five subareas of
downtown Bakersfield and their land uses. Section III, Socioeconomic Conditions,
provides a profile of the residents in the vicinity of the downtown Bakersfield area,
the metropolitan area, and the county and the state as a whole. In addition, recent
./~,: trends and projections are presented. Section IV provides retail sales information at
. the city and market area level. Section V presents the land values and rents in
downtown Bakersfield. Finally, Section VI, Development Recommendations,
.t~ discusses the entertainment-oriented development concepts, two potential sites and
a proforma that projects the costs and revenues associated with a major
entertainment center.
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Bakersfield Downtown Economic Development Study
II. THE GREATER DOWNTOWN AREA
The study examines the areas in the vicinity of downtown Bakersfield and the areas
south of the Centennial Garden and Convention Center (the "Downtown Area"). The
general borders of the 280-acre area include 21st Street on the north, "S" Street north
of Truxtun Avenue and Union Avenue south of Truxtun Avenue on the east,
California Avenue on the south and Chester Avenue south of Truxtun Avenue and
"G' Street north of Truxtun Avenue on the west. Figure I shows the regional
location of the Downtown Area and Figure 2 shows the five districts of downtown.
The emphasis of the study area is primarily on the areas surrounding the downtown
core that physically exhibit the Characteristics required to support an entertainment
center, new restaurant locations and an area with the potential to support additional
publicly developed facilities such as multi-purpose stadium.
The Downtown Area consists of distinct districts that can be defined by their land use
characteristics and potential uses. These districts include: a) the historic downtown
area along Chester Avenue and the government facilities on Truxtun Avenue referred to
as the "Core", b) the area to the north of 19th Street east of"K" Street, referred to as the
"North District", c) the area located to the east of"L' Street and north of the Centennial
Garden and Convention Center referred to as the "Convention Center District"; d) the
area Convention Center to California Avenue between Chester Avenue and
south
of
the
the canal to the east of"Q' Street referred to as the "California District"; and e) the area
adjacent to the California District, east of the canal and west of Union Avenue referred
to as the "Industrial District". The characteristics of these districts are further defined
in the following paragraphs and the definition of the districts is helpful in the planning
process and in organizing the overall area, although this study focuses, in depth, only on
the two sites offering relatively short range potential for development. Development in
other parts of the Downtown Area exhibit long-range development potential.
Table 1 - Downtown Area and Districts
Parcel Acres Streets Total Acres
Downtown Core District 55.4 29.8 85.2
North District 26.8 19.3 46.1
Convention Center District 26.4 16.8 43,2
Entertainment District 36.7 20,7 57.4
Industrial District 40.1 8._._~0 48.1
Total Downtown Area 185.4 94.6 280.0
Source: GRC Associates, Inc.
Bakersfield Downtown Economic Development Study
I ~ ~~, ........... ~~,,,,_,~ ~
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I J .. 'L ~~ ~Jl .....
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I, ~ ..... , ...... ~_. d::: ..... .............. f ........ 1~ ~..., .... ~.~~
I Bakersfield Downtown Figure 1
Economic Development Study RE61ONAL LOOATION
I
1
i
Table16.shp
__ DOWNTOWN CORE Figure 2
Bakersfield Downtown NORTH DISTRICT
CONVENTION CENTER DISTRICT
Economic Development Study CALIFORNIA DISTRICT DOWNTOWN AREA DISTRICTS
INDUSTRIAL DISTRICT
The Downtown Core District
This district is the core of downtown Bakersfield and is intensely developed and
occupied with the exception of the northern portion of the area. The predominant
use is office and service commercial and the area contains several governmental
uses. A portion of this district is devoted to retail commercial uses with restricted
traffic movements to encourage pedestrian traffic. The focus of this Study is
primarily to address the areas to the east of the district that impact and strengthen
the Downtown Core.
The Downtown Core District contains a number of interesting historic points
including, for example, the Fox Theater, the Nile Theater, the conversion of the
Kress Department Store, and the pedestrian mall. Governmental facilities include
the Civic Center, the Kern County building, The Kern County Superintendent of
Schools, the District Attorney Office, and several other government buildings. The
focus of the Downtown Core District should be rehabilitation rather than
redevelopment to maintain the integrity of the area.
The North District
The North District is the portion of the downtown area that is most distant from the
true core of the downtown and does not front any major streets. Uses within the
area are office, commercial and industrial. Additionally, there are some institutional
uses including an 'elementary school and utility buildings. Older buildings, many of
which are obsolete and vacant, characterize this area. Vacancies are especially high
on 19t~ Street between Chester Avenue and "M" Street, the area known as the mall.
The area is suitable for recycling to newer and stronger uses or at least the
consolidation of existing uses into a more concentrated area. However, the area has
had very nominal amounts of private investment for many years. Only recently, the
City received two proposals requesting public assistance for seed money to finance
the development of moderately priced apartments.
The Convention Center District
The Convention Center District is located to the east of the Downtown Core District.
Traditionally, it is considered a part of downtown but the concentration of uses, and
the nature of the uses are much less intense than in the Core District. The Truxtun
Avenue frontage represents the strength of this area and it contains the federal office
building between "P" and "Q" Streets, as well as several other smaller office
buildings, boutique commercial on the corner of "N" Street and Truxtun Avenue, a
unique church/office conversion "Old Church Plaza", an historic retail/office building
on "Q" and 18th Streets, and interesting retail stores including an antique,
motorcycle and western wear businesses.
The Convention Center District while having a number of strong office developments
and uses suffers from severe under-utilization of commercial shop areas. There are
Bakersfield Downtown Economic Development Study
few strong retail businesses within the district area and it suffers from very high
commercial vacancy rates, dilapidated buildings and a mixture of incompatible auto-
related businesses. Portions of this area are suitable for recycling and offer an
excellent location adjacent to the Centennial Garden and Convention Center and the
Downtown Core District.
The California District
The California District is a mixture of residential, office, industrial and public uses
located to the south of railroad tracks between Chester Avenue and the canal to the
east of Chester Avenue. The area is in transition with numerous homes being
converted to office uses, private property has been acquired and utilized for public
parking to support the convention center and multi-purpose arena. The area is in
generally in poor condition with the commercial properties on the California frontage
being under-utilized and interior properties varying in quality from a rehabilitated
building of historic significance to abandoned housing units and industrial buildings.
The overall area contains in excess of 60 single-family and multiple-family
properties. Industrial and office uses consist of several law offices, a real estate
company, two dog kennels, a lab building, a metal framing company that utilizes the
land to construct housing assemblies and auto-related businesses. The portion of the
area located to the south of 14th Street and east of "L" street consists of
approximately 20 acres of the entire 57 acre area and it has a concentration of
vacant and underutilized-lots, 'obsolete commercial buildings and substandard
industrial buildings. These conditions indicate that the area has some potential for
consolidation and development. This area is the largest potential land resource
available in close proximity to the Centennial Garden and Convention Center
complex. The existence of public parking lots to the north side of the district offer
some potential for shared use if compatible uses can be identified.
The Industrial District
The Industrial District primarily consists of dilapidated and abandoned industrial
properties with obsolete buildings, a few occupied church properties, a non-profit
facility for children, a furniture warehouse and a major tractor sales facility on the
northwest corner of California Avenue and Union Avenue. At one time the area was
an intensely developed warehouse and manufacturing area. Only remnants of this
remain and the area is in need of recycling. A retailer, businessman or developer
visiting the downtown Bakersfield area would reluctant to invest in the greater area
unless there were plans to recycle this area which is extremely blighted.
The entire district consists of approximately 48 acres and includes two railroad spurs
to existing warehouses. Values within the area vary significantly but the vast
majority of the area would be most likely be appraised at land value with the
exception of only a small handful of businesses (there are exception, the owners of an
refrigerated warehouse are asking approximately $32 per square foot for the
building). There are two churches - the AME Church and the Victory Outreach
Bakersfield Downtown Economic Deoelopment Study
Church located along California Avenue - that could possibly be integrated into
future uses for the site.
Bakersfield Downtown Economic Development Study
III. SOCIOECONOMIC CONDITIONS
This section presents the existing and future socioeconomic conditions of the
Downtown Area and its vicinity, which includes the area within a l-mile and 3-mile
radius from the center of the Downtown Area. In addition, information is provided
for the Bakersfield metropolitan area, Kern County and the state. For comparison
purposes, the Fresno metropolitan and Modesto metropolitan areas are presented as
well. Figure 3 shows the l-mile and 3-mile radius areas.
Existing Population Profile
The population of the Study Area is very small as the land use is predominantly
commercial, industrial and government land. Based on a windshield survey of the
area, there are approximately 80 residential parcels with single or multiple-family
units for a total of approximately 110 units. Assuming a household size of 2.89
persons per household, the estimated household size for an area, the population of
the 280-acre Downtown Area is negligible.
Within a l-mile radius of the Downtown Area the estimated population is
approximately 16,200 residents or approximately 5,160 persons per square mile.
Within a 3-mile radius there are 118,900 persons or 4,210 persons per square mile.
Between 1990 and 1998, the population of the l-mile radius area increased at a rate
of approximately two percent compounded annually and less than one percent
compounded annually in the 3-mile radius. Household size was very similar in the
1- and 3-mile radii at slightly less than 3.0 persons per household. Growth in
metropolitan Bakersfield was nearly doubled the growth rate of the state in the
1990's; however, future growth rates are anticipated to be slightly less than or equal
to the growth rates statewide. Kern County growth rates are expected to exceed the
metropolitan Bakersfield growth rates until 2003.
A profile of the population in the various geographic areas is presented in Table 2
below.
Ethnicit_v and Race
The ethnic and racial composition of the population within the 1-mile radius area is
significantly different than the rest of Bakersfield and the state as a whole. As
presented in Table 2, the Hispanic population, which includes all racial groups,
currently represents the largest segment of the 1-mile radius total population. The
Black population, which predominates in the area south of California Avenue,
represents approximately one-fourth (24.9%) of the total population within the 1-
mile radius. As the radius extends to three miles, the Hispanic population increases
in its total share of the population from 44.2 percent to 47.4 percent and at the same
time, the Black representation declines to 12.2 percent. This indicates that both the
Hispanic and Black population are concentrated in the vicinity of the Downtown
Area. At the metropolitan level, the ethnic and racial composition reflects the
statewide proportions of the state with the exception of the Asian population. Within
Bakersfield Downtown Economic Development Study
'1
metropolitan Bakersfield, the Asian population only comprises 2.8 percent of the
total population, while at the state level, this ethnic group represents over ten
percent.
Age
IThe level of Hispanic concentration to an extent influences the overall age of a
population. Areas that have a higher level of Hispanic residents are generally
younger than the overall population. As presented in the Table 2, the median age of
Ithe population within the 1-mile and 3-mile radius is lower than the overall
population of the Bakersfield metropolitan area and the state as a whole. There is
approximately a four-year difference between the median age of the residents near
the Downtown Area and those statewide. In addition, approximately one-third
(33.6%) of the total population within the 3-mile area are under the age of 18 years,
as compared to one-fourth (26.6%) statewide.
Income
! Overall, the income levels in Kern County are lower than the state -- $15,065 per
: capita verses $21,102, a difference of 40 percent. Incomes in metropolitan
Bakersfield are approximately 5.4 percent higher than Kern County but incomes
within 1- and 3-miles of downtown are two-thirds of the level of metropolitan
Bakersfield. Residents within the l-mile radius of the Downtown Area have a per
capita income of only $10,284, or only about one-half of the Statewide level of
$21,100. Incomes within the City of Bakersfield are higher than the metropolitan
Bakersfield area by approximately 10 percent despite the lower incomes in 1- and 3-
mile radii. There are nearly 6,000 households with incomes of over $75,000 annually
living in the City.
In summary, the socioeconomic characteristics of the residents living within one and
three miles from the Downtown Area tend to be of ethnic background, younger and
have less income than the rest of the metropolitan area and California as a whole.
The demographics help explain much of the tenant mix or lack of tenant mix in the
t greater downtown area. Although the population counts are sufficiently larger to
support a viable neighborhood center, the demographics have obviously discouraged
such a move by a major supermarket. Promotional tenants, such as Old Navy, Best
I Buy, Big Five, are in the most rapidly growing retail sector over the last 10 years,
['~ but they generally seek out areas of higher income and faster growth rates and
would dismiss downtown on income levels alone.
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· '! Bakersfield Downtown Figure 3
Economic Development Study 1-MILE AND 3-MILE RADIUS
I
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I Table 2 - 1998 Population Profile
I 1-Mile 3-Mile Kern
Metropolitan
-- Radius Radius Bakersfield County California
I Population
1990 13,800 118,900 331,100 543,500 29,760,000
iAW 1998 16,200 127,600 386,400 639,800 32,528,1 oo
2003 17,300 132,000 405,700 680,400 34,382,800
Annual Growth Rate 2.0% 0.9% 2.0% 2.1% 1.1%
'1 (1990-98)
Annual Growth Rate 1.3% 0.7% 1.0% 1.3% 1.1 %
(1998-2003)
ii Households (1998)
Total Households 5,110 42,650 128,500 209,000 11,323,400
Household Size 2.89 2.91 2.92 2.94 2.81
I Ethnicity/Race
White 36.3% 50.5% 65.9% 63.9% 64.8%
- M Black 24.9% 12.2% 6.7% 5.8% 6.9%
i,~ Asian 5.6% 2.2% 2.8% 3.5% 11.5%
Other 33.3% 35.1% 24.7% 26.8% 16.0%
I Total 100.0% 100.0% 100.0% 100.0% 100.0%
· Hispanic (all races) 44.2% 47.4% 33.8%a 35.5% 31.5%
i Age
Median Age 30.4 30.1 31.6 31.7 34.1
0-17 31.9% 33.6% 31.5% 30.7% 26.6%
I ' 18-34 26.5% 24.3% 23.5% 24.3% 24.7%
35-64 30.3% 30.7% 34.9% 34.4% 37.2%
65 and over 11.2% 11.4% 10.1% 10.5% 11.3%
I Income
Per Capita Income $10,284 $11,191 $15,881 $15,065 $21,102
..ii Median HH Income $20,370 $22,726 $33,476 $32,527 $45,198
Source: National Decision Systems and GRC Associates, Inc.
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Bakersfield Downtown Economic Development Study
Comparison with Other Valley Metropolitan Areas
In the Central Valley, the Fresno and Modesto metropolitan areas are comparable to
Bakersfield. Fresno is located over 100 miles to the north of Bakersfield and
Modesto is located an additional 90 miles north of Fresno. Table 3 below compares
the socioeconomic characteristics of the three areas. For the purposes of this study,
the metropolitan area is defined as an area within a 15-mile radius from the center
of the cities of Bakersfield, Fresno and Modesto. Of the three metropolitan areas,
Fresno currently has the largest population with over one-half million (542,200)
residents. The City of Fresno, which ranks sixth in the state in total population,
accounts for approximately three-quarters of the total metropolitan area. In the
metropolitan area of Bakersfield, the population of the City of Bakersfield
represents
two-thirds (66.7%) of the metropolitan total and ranks 13th in population size of all
California cities.
Since 1900, the population of metropolitan Bakersfield has grown slightly faster
than Fresno and Modesto - 2.0 percent per year verses 1.0 percent and 1.7 percent,
respectively. However, short-term projections prepared by National Decision
Systems, indicate that Bakersfield's population growth rates will slow to
approximately one percent per year, which will be slower than both Fresno and
Modesto. In general the socioeconomic characteristics the three
among
metropolitan
areas are similar, with the exception of the ethnic/racial composition. The
metropolitan area of Bakersfield appears to have a larger Black population and a
population Fresno or Modesto.
smaller
Asian
than
either
Employment
There are approximately 23,200 jobs located within the 1-mile radius of the
Downtown Area and approximately 75,300 jobs within the 3-miles radius area. Jobs
located within the 1-mile radius represent 14.9 percent of the total jobs of the
Bakersfield metropolitan area while population in the l-mile radius account for only
4.2 percent of the metropolitan-wide residents, which indicates that the Downtown
Area is jobs-rich and housing-poor. As shown in Table 4, government-related jobs
and services are concentrated within the l-mile radius. This l-mile radius area
includes the Bakersfield City Hall, the County Courthouse, The County
administrative offices, the Federal Building, the Superintendent of Schools, and the
District Attorney's Office to name a few. The service sector accounts for over one-
half of the total jobs in the vicinity of the Downtown Area and over one-half of the
service sector jobs are either health- education-related services.
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Bakersfield Downtown Economic Development Study
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Table 3 - 1998 Population Comparison
of Central Valley Metropolitan Areas
m Metropolitan Metropolitan Metropolitan
Bakersfield Fresno Modesto
m Population
1990 331,1 oo 542,200 381,500
m 1998 386,400 628,100 438,800
"~ 2003 405,700 670,700 467,400
Annual Growth Rate 2.0% 1.9% 1.7%
m (1990-98)
Annual Growth Rate 1.0% 1.3% 1.3%
(1998-2003)
m Households
.... Total Households 128,500 211,700 147,300
Household Size 2.92 2.91 2.94
-I Ethnicity/Race
White 65.9% 59.1% 76.6%
I Black 6.7% 5.7% 1.6%
Asian 2.8% 11.3% 6.3%
Other 24.7% 23.9% 15.5%
m Total 100.0% 100.0% 100.0%
Hispanic (all races) 33.8% 37.0% 27.6%
Age
I Median Age 31.6 31.8 32.9
0-17 31.5% 30.7% 30.1%
18-34 23.5% 24.0% 22.8%
m 35-64 34.9% 34.1% 35.6%
65 and over 10.1% 11.2% 11.3%
"m Income
Per Capita Income $15,881 $15,808 $14,867
Median Household Income $33,476 $31,641 $32,493
Source: National Decision Systems and GRC Associates, Inc.
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Bakersfield Downtown Economic Development Study
Table 4 - Current Employment
1-Mile 3-Mile Metropolitan Kern
Radius Radius Bakersfield County California
Total Employment 23,200 75,300 155,400 240,400 14,990,200
Employment Distribution
Agriculture/Mining 0.6% 3.0% 8.0% 9.0% 1.7%
Construction 1.6% 3.1% 4.2% 3.5% 3.6%
Manufacturing 4.4% 5.7% 7.5% 6.7% 13.9%
Trans/Pub/Utility 4.1% 4.9% 4.6% 4.3% 4.3%
Wholesale Trade 2.3% 5.0% 9.8% 9.3% 7.3%
Retail Trade 12.7% 19.1% 18.7% 17.1% 19.3%
Fire 5.4% 6.7% 5.4% 4.5% 6.7%
Service 53.0% 44.6% 37.2% 33.1% 38.0%
Government 16.0% 7.8% 4.7% 12.5% 5.3%
Systems and GRC Associates
Source:
National
Decision
Jobs that are under represented within the 1-mile radius of the Downtown Area
include the construction, manufacturing, wholesale trade and the retail trade
sectors. The retail trade sector, for example, represents only 12.7 percent of the total
jobs within the l-mile radius while 19.1 percent are within the 3-mile radius area
and 18.7 percent metropolitan-wide.
Population Trends
According Department of Finance (DOF) estimates, the population
to
the
California
growth rate of the City of Bakersfield generally has been higher than the population
growth rates experienced countywide and statewide. As presented in Table 5 and
Figure 4, the severe economic recession experienced statewide during
illustrated
in
the early part of the decade did not appear to immediately affect Bakersfield's
population growth; however, after 1995 when the recession started its upswing
statewide, Bakersfield witnessed a dramatic drop in its growth rate. It appears that
in the last two years Bakersfield growth is again increasing. Between 1998 and
1999 the population growth is 4.5 percent - more than double the growth rate of the
county and the state.
Bakersfield Downtown Economic Development Study
Table 5 - Population Growth Trends 1986-1999
City of Bakersfield - Kern County California
% % %
Year Total Growth Total Growth Total Growth
1986 150,100 480 600 26,742,000
1987 157 200 4.7% 492 900 2.6% 27,388,000 2.4%
1988 160.700 2.2% 504 200 2.3% 28,061,000 2.5%
1989 165.400 2.9% 518.300 2.8% ,28,771,000 2.5%
1990 175.000 5.8% 545.000 5.2% 29,758,200 3.4%
1991 180.200 3.0% 560.374 2.8% 30,296,000 1.8%
1992 186.200 3.3% 579.000 3.3% 30,844,700 1.8%
1993 192 400 3.3% 593 100 2.4% 31,303,500 1.5%
1994 197 500 2.7% 604,200 1.9% 31,661,000 1.1 %
1995 207 500 5.1% 612,800 1.4% 31,910,100 0.8%
1996 211 200 1.8% 620,400 1.2% 32,222,900 1.0%
1997 214 900 1.8% 629,200 1.4% 32,670,000 1.4%
1998 220 800 2.7% 637,200 1.3% 33,225,700 1.7%
1999 230 800 4.5% 648,400 1.8% 33,773,500 1.6%
Source: California Department of Finance and GRC Associates, Inc.
Bakersfield Downtown Economic Development Study
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Population Projections
The Department of Finance has developed population projections by five-year
increments to the year 2040. For the purposes of this study, the horizon year will be
2020. As shown in Table 6 and illustrated in Figure 5, statewide population growth
is projected to increase at annual rates similar to those in recent years -
approximately 1.2 to 1.6 percent per year. However, population growth for Kern
County is projected to be approximately one percent faster than the statewide
growth rates. Annual growth rates for Kern County range from 1.9 percent during
the 1995-2000 period to 2.5 percent during the 2000-2005 period. If past trends are
any indication for the future, the annual growth rates for the City of Bakersfield
could be even higher than countywide rates.
According to the Kern Council of Government, the regional agency that develops sub-
county forecasts, the fastest population growth is anticipated in the rural portion of
the Bakersfield metropolitan area where growth is forecast to increase many folds
between the years 2000 and 2020. In the urbanized areas, as a result of limited
availability of developable land, population growth over the 20-year period will, at
most, double, which in most urbanized areas of southern California is considered
phenomenal growth. The downtown area of Bakersfield, as defined by the Council of
Governments, includes the area east of Hwy-99, south of the Kern River, west of
Union Avenue and north of Brundage Lane is forecast to increase by approximately
25 percent over the 20-year period.
Table 6 - Population Projections 1990-2020
Kern County California
Average Annual Average Annual
Year Total % Growth Total % Growth
1990 549,500 29,942,400
1995 616,700 2.3% 32,062,900 1.4%
2000 677,400 1.9% 34,653,400 1.6%
2005 764,400 2.5% 37,372,400 1.5%
2010 859,800 2.4% 39,957,600 1.4%
2015 959,400 2.2% 42,370,900 1.2%
2020 1,073,700 2.3% 45,448,600 1.4%
Source: California Department of Finance and GRC Associates, Inc.
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Bakersfield Downtown Economic Development Study
Per Capita Income
As previously discussed, the median income within the 1-mile radius area is
considerably lower than the median incomes of metropolitan Bakersfield and the
state as a whole. In the short-term, the income gap between the downtown area and
the rest of the metropolitan area will continue to widen. As shown in Table 7 below,
while median income for the 1-mile radius area is projected to increase by 1.2
percent - a rate slower than the current statewide inflation rate - the Bakersfield
metropolitan area is expected to increase by 2.5 percent. Based on income
projections, the Downtown Area population alone will not likely be able to
support
a
new development in the area and require a metropolitan-wide market area.
Daytime employees of the Downtown Area are well represented by the service and
government sectors, which generally have higher salaries than other sectors of the
labor force. Retail and restaurant development proposed for the Downtown Area will
require the patronage of this segment of the daytime population in the area. The
downtown employment base has helped to support the daytime retail and service
uses but has not attracted any national tenants to the area. This is consistent with
other major downtown areas, which have had limited success in
encouraging
commercial development downtown and when development has been implemented it
has had relatively little success despite a high daytime employment count. Studies
Bakersfield Downtown Economic Development Study
of office areas indicate that employees will shop in the vicinity of their employment
for convenience but that the vast majority of purchases are in proximity to their
homes or in the areas they have traditionally shopped. The most successful mixed-
use areas not only have a concentration of employment generators but also housing
in relatively close proximity or are areas of artificially constrained competition as in
downtown San Luis Obispo.
Downtown Bakersfield, with an absence of residential development and very few
middle income households in the vicinity of downtown, has evolved into an economy
that serves the office market and has only a limited number of uses to attract night
time and weekend shoppers to the area. The only real traffic generators are a few
restaurants, and a few specialty stores. The surrounding population, with incomes a
fraction of the metropolitan area and a small fraction of the statewide income
standards, simply will not support the type of traffic required to attract national
specialty apparel stores such as the Gap stores, housewares such as Linen and
Things and Crate and Barrel, electronic/appliance stores such as Best Buy, music
stores such as Sam Goody, book stores such as Borders and sporting goods stores
such as Nevada Bob's and Sportsmart.
Table 7 - Per Capita Income Projections, 1998 and 2003
I Average Annual
1998 2003 % Increase
I 1 -Mile Radius $10,284 $10,912 1.2%
· 3-Mile Radius $11,1 91 $12,064 1.5%
Metropolitan Bakersfield $15,881 $17,923 2.5%
I Kern County $15,085 $16,980 2.4%
California $21,102 $24,410 3.0%
i Source: National Decision Systems, Inc. and GRC Associates, Inc.
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IV. RETAIL SALES
This section presents the level of retail sales reported in the Bakersfield area. The
retail sales information prepared by the California State Board of Equalization is
available at the jurisdictional levels (cities, counties and the state); however, cities
such as Bakersfield have market areas that extend beyond the city boundaries into
the adjacent unincorporated metropolitan areas. Therefore, per capita information
includes the population of the total market area, which includes more than 100,000
resident from the unincorporated areas of metropolitan Bakersfield and arguably
should even include population counts beyond the defined 15-mile radius. This is
because Bakersfield is the center of retail trade area covering a very large geographic
area, and it captures a very high level of sales from areas outside the boundaries of
the City.
Retail Sales Comparisons
Table 8 below, presents a comparison of 1997 retail store sales data for the Cities of
Bakersfield, Fresno and Modesto, Kern County and the state. In general, per capita
.retail sales of cities in the Central Valley are higher than the levels statewide. This
~s expected even though the incomes are lower than statewide medians because the
market areas extend far beyond the city limits and a significant proportion of the
population is beyond the city boundaries. When the approximate metropolitan areas
are included with the City population, per capita sales figures drop below the
statewide averages closer to the level that would be expected.
Bakersfield's per capita retail sales are higher than the other two Central Valley
cities - approximately 20 percent higher than Fresno and 75 percent higher than
Modesto. In addition, Bakersfield captures a disproportionate share of the sales in
the general merchandise category, which includes variety stores, department store
and drug stores, most likely a reflection of the City's drawing power from areas
outside the City and the limited availability of these stores outside the community.
Bakersfield Downtown Economic Development Study
Table 8 - Comparison of Retail Store Sales by Area, 1997
Bakersfield Fresno Modesto Kern Co. California
Population (1997)(1) 381,300 621,700 432,400 628,200 32,608,900
Retail Sales ($000)
Apparel 91,688 121,653 72,524 108,514 11,530,373
General Merchandise 493 002 557,052 387 033 646,568 36,525,845
Food Stores 147 011 224,200 97 162 344,127 15,924,286
Eating and Drinking Places 234 777 332,994 159 822 404,291 28,253,848
Home Furn. and Appli. 95 554 149,379 85 555 115,141 9,632,898
Bldg., Mat., Farm Imple. 153 880 241,718 127 938 197,550 5,642,903
Auto Deal. And Auto Sup. 473 099 528,531 155 974 650,648 38,020,962
Service Stations 168 082 226,267 85 431 447,321 19,318,074
Other Retail Stores 301, 25 527,016 236,472 643,857 42,399,488
Retail Store Sales Total 2,158,218 2,908,810 1,407,911 3,558,017 217,248,677
Retail Sales Per Capita
Apparel 240 196 168 173 354
General Merchandise 1,293 896 895 1,029 1,120
Food Stores 386 361 225 548 488
Eating and Drinking Places 616 536 370 644 866
Home Furn. and Appli. 251 240 198 183 295
Bldg., Mat., Farm Imple. 404 389 296 314 480
Auto Deal and Auto Sup. 1,241 850 361 1,036 1,166
Service Stations 441 364 198 712 592
Other Retail Stores 790 848 547 1,025 1,300
Retail Store Sales Total 5,660(2) 4,679 3,256 5,664 6,662
Source: California State Board of Equalization and GRC Associates
v) Population figures for Bakersfield, Fresno and Modesto represent the metropolitan areas.
(2) Using the City's population estimate of 214,900, retail store sales per capita for the City of Bakersfield in 1997 was $10,000.
!
!
Bakersfield Downtown Economic Development Study
Retail Sales Trends
I In 1997, retail sales from all retail businesses in
apparel,
general
merchandise,
specialty, household furnishing and appliances, restaurants and other retail totaled
approximately $1.2 billion in the City of Bakersfield, an increase of approximately
I $590 million from the 1986 retail sales. While
capturing
over
two-thirds
of
the
countywide sales in the above-mentioned categories, Bakersfield's population
accounted for one-third of the county's total population.
I In the City of Bakersfield, the past growth trends of retail sales for the categories of
apparel, general merchandise, specialty, household furnishing and appliances, and
- · restaurants, outpaced population growth. As presented in Table
9,
retail
sales
of
the
above-mentioned categories in Bakersfield increased 94.3 percent for an annual
compound growth rate of 5.2 percent between 1986 and 1997. This compares to an
I percent or 3.3 percent annually for the same
increase
in
the
City's
population
of
43.2
period. The rate of increase in retail sales indicates that the City has done extremely
well in expanding its retail market and capturing the metropolitan Bakersfield
I area. During same period, California's retail sales in the same
market
this
categories increased at an annual compound rate of 4.7 percent. Retail sales
_ generally increase with population growth and increases in per capita spendable
I population grew faster in the metropolitan area than the state, it
income.
Since
would be expected that sales would increase slightly faster in the metropolitan area
over the entirety of the 11-year period.
!
Table 9 - Retail Sales, 1986-1997 ($
Millions)
City of % Kern % State of %
Bakersfield(f) Increase Count~/~) Increase California® Increase
1986 $626 $1,067 $75,456
1987 $689 10.1% $1,169 9.6% $82,804 9.7%
1988 $736 6.8% $1,236 5.7% $89,706 8.3%
1989 $814 10.6% $1,331 7.7% $97,038 8.2%
1990 $889 9.2% $1,454 9.2% $101,625 4.7%
1991 $951 7.0% $1,613 10.9% $101,473 -0.2%
1992 $957 0.6% $1,532 -5.0% $102,653 1.2%
1993 $985 2.9% $1,555 1.5% $103,186 0.5%
$1,591 2.3% $108,598 5.2%
1
994
$1
,022
3.8%
1995 $1,062 3.9% $1,654 4.0% $112,562 3.7%
1996 $1,119 5.4% $1,713 3.6% $118,140 5.0%
1997 $1,216 8.7% $1,776 3.7% $124,597 5.5%
Source: California State Board of Equalization, Taxable Sales in California (Sales & Use Tax) for Apparel, General Merchandise,
Household Furnishings, specialty and Appliances, Restaurants and Other Retail
v) Includes other retail sales
(2) Includes second-hand merchandise, farm and garden, mobile homes, boat and motorcycle
Bakersfield Downtown Economic Development Study
Purchasing Potential
As discussed previously, the City of Bakersfield has experienced a 94 percent growth
in retail sales of apparel, general merchandise, specialty, household furnishings and
appliances, restaurants and other retail between 1986 and 1997. A portion of that
growth is due to the population growth that occurred in both the city and the
unincorporated portion of the Bakersfield metropolitan area. As shown in Table 10,
a review of retail sales as a percent of income indicates that retail sales in the city
calculate out at approximately one-third (32.4%) of total per capita income the above
categories. This compares to 18.7 percent countywide and 18.1 percent statewide.
To predict future retail sales, this Study utilized the combined population and per
capita growth factors. With a current population of 230,800 residents in the City of
Bakersfield and an assumed growth rate reflecting a five-year average of 2.15
percent per year, the projected city population in the year 2003 will be 251,300
people. The per capita income in 2003 according to NDS data is estimated at
$19,508. Applying the same percent of the 1997 per capita income spent on retail
sales of apparel, general merchandise, specialty, household furnishing and
appliances, restaurants and other retail to the projected 2003 per capita income and
multiplying that number by the year 2003 population, total retail sales for the City
of Bakersfield is projected to be approximately $1.59 billion. This represents an
increase of approximately $374 million in retail store sales within the categories
mentioned above which could support over 1.5 million square feet of new retail space
in the City.
During the 1998/99 year, the retail store sale of the above-mentioned categories in
downtown Bakersfield is estimated at approximately $58.6 million. The downtown
area includes the area within the borders of 23rd Street on the north, "R" Street on
the east, Truxtun Avenue on the south and H Street on the west. Of the total $58.6
million in sales, retail sales from specialty stores, second-hand stores, garden supply
stores and boat and motorcycle stores account for over one-third of total retail store
sales or $29.7 million. Restaurant sales - including fast food and restaurant serving
beer, wine and/or liquor - are estimated at approximately $17.1 million during the
year, which represent 21 percent of total sales. Within the downtown area there are
27 restaurants that serve beer, wine and/or liquor. Currently, restaurants in
downtown average approximately $500,000 in sales, which is less than typical chain
family-restaurants similar to Chili's or a Mimi's, the popular chain restaurants will
generally have average sale of between $1.5 million to $2.0 million annually.
Bakersfield Downtown Economic Development Study
Table 10 - Retail Sales as a Percent of Income
1997 Sales DOF 1997 Sales Per Capita % Of 1997 Per
($Millions) Population Per Capita Income Capita Income
City of Bakersfield $1,216 214,900 $4,658 $17,461 32.4%v)
Kern County $1,776 629,200 $2,828 $15,065 18.7%
State of California $124,597 32,670,000 $3,814 $21,102 18.1%
Soume:State Board of Equalization, State Department of Finance, National Decision Systems, Inc. and GRC Associates, Inc.
for Apparel, General Merchandise, Specialty, Household Furnishings and Appliances, Restaurants and Other Retail
(1) Due to the influx of Retail Expenditures into the community.
Retail Centers
In the Bakersfield area, there are 52 retail centers that range from a small
neighborhood center to the million-square foot Valley Plaza Shopping Center on
Ming Avenue. Generally, a retail center of less than 100,000 square feet is consider
a neighborhood retail center, 100,000 to 400,000 square feet is considered community
retail and over 400,000 is considered a regional retail center. Figure 6 illustrates the
location of retail centers and Appendix A presents a list of all retail centers by type,
size, and anchor tenants. As illustrated on the map, many of the retail centers are
located west of Highway 99 and along the Highway 178 corridor in northeast
Bakersfield. Two retail centers are located in the vicinity of the Downtown Area.
They include the 200,000-square foot Montgomery Ward Shopping Center at 32nd
and F Street (one mile north of the Downtown Area) and the foot
23,600-square
California & Oak Shopping Center at the corner of California Avenue and Oak Street
(one mile west of the Downtown Area).
There is one super regional retail center and one regional retail center, in the
Bakersfield area which include the following:
· Valley Plaza. This super regional center is located on Ming Avenue
approximately three miles south of the Project Area and includes five major
anchor tenant -- Gottschalk's, JCPenney, Macy's, Robinsons-May and Sears. All
together there are approximately 145 tenants in the Plaza. Although not
included as part of Valley Plaza, a new 16-screen Pacific Theater was recently
constructed adjacent to the Plaza.
· East Hills Mall. The second regional retail center in Bakersfield is the 410,000-
square foot East Hills Mall located off Highway 178 near Oswell Street. This
center is approximately four miles northeast of the Downtown Area. Its major
anchors include Harris-Gottschalk's, Mervyn's and the United Artists Theatre.
In total there are 60 tenants in the Mall.
Economic Development Study
' .- . * ..., _'r..eyp Number
~.* ~'. * ,~ . ~,~
' __ "" Super Regional
! ~ Regional 2
~: ; ~ · · · Community 23
: · .... · '.:~' ....'.
· ' ' . ... :'::i: . .
;I
Figure 6
SHOPPING CENTER LOCATIONS
The Northwest Promenade located at Coffee Road and Rosedale Highway is planned
for a regional center with over 500,000 square feet of gross leaseable area.
Currently, the Northwest Promenade includes a Wal-Mart store. In addition, The
Marketplace on Ming Avenue currently has 300,000 square feet of gross leaseable
area and contains a mixture of neighborhood, promotional and entertainment uses.
Its current anchors include an Edward's Theatre complex and a Von's Supermarket.
Movie Theaters
In the Bakersfield area there are currently six movie theater complexes with a total
of 58 screens. The largest theater is the new Pacific's Valley Plaza 16 located
adjacent to the super regional Valley Plaza shopping center near Ming Street and
Highway 99. The nearest theater to the Downtown Area is the United Artist 6
theater located in the Bakersfield Plaza shopping center at 4200 California Avenue.
This theater complex is approximately two miles to the west of the Downtown Area.
Figure 7 presents the movie theaters located in the Bakersfield area.
The five factors that will determine theater demand in the Bakersfield market area
are: 1) existing unfulfilled demand for additional screens; 2) projected demand
resulting from population growth; 3) the growth in the industry per capita
expenditures; 4) obsolescence of existing complexes; and, 5) developments in
competitive areas.
Research indicates that within the Bakersfield market area the annual expenditures
for movies in 1998 were approximately $9.7 million in sales. Utilizing this
information and the market area population of 386,400, the annual per capita
expenditure on movies is $25. This is relatively low in comparison to other
metropolitan areas and offers potential for growth.
The population in the Bakersfield market area is projected to increase to 405,700
people by the year 2003. Based on a per capita expenditure of $25, the total box
office expenditure is projected at approximately $10.1 million. With ticket sales per
screen averaging $229,900 the market could support 44 screens in the year 2003.
This would be an increase of only two screens between 1998 and 2003. In 1999, the
Pacific's Valley Plaza 16 opened for operation adjacent to the Valley Plaza Shopping
Center. The addition of 16 screens increases the total number screens in the market
area to 58, which exceeds projected demand. However, there are three existing
theaters with six screens that are considered inefficient and obsolete. As shown in
Table 11, the box office sales per screen for two of the three 6-screen theater
complexes was below $100,000. Therefore, a total of 12 to 18 screens have the
potential to close within the next few years. Additional screens in the downtown
area will be competing against other existing theaters and, if successful, will
accelerate the closing of the older theaters in the city because of the limited market.
Bakersfield Downtown Economic Development Study I
i' Table 11 - Movie Theater Box Office Receipts, 1998
1 Theater Number of Gross Box Office Receipts per
Screens Receipts Screen
t 6 $408,910 $68,152
AMC
Stockdale
6
5430 Stockdale Hwy
Edwards Stadium 14 14 $6,179,707 $441,408
I 9000 Ming Avenue
United Artist Bernard 6 $886,615 $147,770
3200 Bernard Street
~,~,~ United Artist 6 6 $586,727 $97,788
4200 California Avenue
United Artist East Hills Mall 10 $1,595,368 $159,537
I . 3100 Mall View Road
1998 Total 42 $9,657,327 $229,900
I Pacific's Valley Plaza 16 16 Opened in 1999
Wieble Road and Hwy 99
_ ~.'~: Source: ACNielsen EDI, Inc. and GRC Associates, Inc.
!
Bakersfield Downtown Economic Development Study
Bakersfield Downtown
Economic Development Project
:. Theater Name No. of
· and Address Screens
AMC Stockdale 6 6
543( Stockdale Hwy
Edw 'ds Stadium 14 14
Unite~:l Artists Bernard Street 6 6
3200 Bernard Street
Unit Artists Movies 6 6
Unite~l Artists East Hills Mall 10
Wib~e Road and Hwy 99
Figure 7
THEATER LOCATIONS
V. LAND VAI,UES
,It The land value information contained in this section of the Study is from information
· from the Office of the County Assessor, the City of Bakersfield and recent property
sales from Dataquick Information Systems. The information was used to develop the
I land value assumptions for the analysis in this Study.
Assessed Values
I The assessed value of land can vary according to the last date of purchase.
Properties that have recently changed ownership better reflect the current market
· '~ value of the property. Table 12 below presents the assessed land values by districts.
As shown, the average assessed land values are the highest in the Downtown Core
as a result of higher density commercial retail and office space. The lowest assessed
fl~ land values are located in the Industrial District.
-'I Table 12 - Assessed Land Values
-il~ Total Assessed Total Area
' Subarea Value (Square Feet)~v Price/SF
t Downtown Core $39,466,000 1,313,700 $30.04
North District $13,900,700 1,044,300 $13.31
Convention District $18,021,800 1,044,900 $17.25
I California District $12,862,400 1,231,100 $10.45
Industrial District $ 9,567,400 1,747,900 $ 5.41
Total $93,818,300 6,381,900 $14.70
! Source: County Assessor
v) Total area does not include property owned by the City, County, State or Federal government.
!
Recent City Acquisitions
'~' In the last five years, the City of Bakersfield has acquired 17 parcels in the
Downtown Area of Bakersfield, which consisted of vacant, residential and
i ' warehouse/office uses. In total, the City acquired over eightof land at cost of
acres
approximately $2.3 million. Most of the acquired land is used as parking lots for the
Convention Center and other event parking and for the site of the new Amtrak
i~ Station. The parking lots are located primarily in the California District and the
Amtrak Station is located adjacent to the railroad tracks on the south. As shown in
Table 13 below, acquisition costs varied by the type of land use at the time of
I ' acquisition. In general, residential land the most
was
expensive
to
acquire.
Acquisition cost for residential land averaged $8.72 per square foot. Land used for
i warehousing averaged $7.96 per square foot and vacant land averaged $4.37 per
Bakersfield Downtown Economic Development Study
,!
square foot. The total cost to the City to acquire all 17 parcels was approximately
$2.3 million or an average of $6.62 per square foot.
Table 13 - Property Acquisition by the City of Bakersfield
Number Total Total
Land Use of Parcels Land Area Purchase Price Price/SF
Residential 4 29,920 $261,000 $8.72
Warehouse/Office 8 184,670 $1,470,500 $7.96
Vacant ,5 138,931 $607,300 $4.37
Total 17 353,521 $2,338,800 $6.62
Source: City of Bakersfield
Recent Commercial Property Sales
The following sales information was secured from Dataquick Information System, a
data company that reports property sales. The information in Table 14 below
includes sales that the City of Bakersfield was not in¥olved in, and therefore, reflects
the current sales prices for select properties in downtown Bakersfield.
Sales of commercial property in the Downtown Area and its vicinity in the last two
years have averaged approximately $18.00 per square foot. Values vary widely in
downtown Bakersfield depending on location and the quality and type of building or
property. For the purposes of redevelopment planning north of Truxtun Avenue, a
value of approximately $7.50 per square foot for vacant property, $20 to $40 per
square foot for viable retail buildings and $40 to $80 for office buildings is reasonable
with the higher values representing the better buildings and sites. North of
California and south of 14th Street, representative value ranges are $4.50 for
interior vacant lots and $7.50 for California frontage, land value for abandoned
industrial buildings, $12.50 for older but viable industrial buildings and $15 to $20
for retail buildings, $25 to $50 per square foot for offices and single family homes at
about $60,000 per lot.
!
I
Table 14 - Downtown Commercial Property Sales, 1997 & 1998
Assessed
Address Type Square Feet Value Sale Price Sale/SF
1101 St. Large Store 15,264 $200,000 $140,000 $ 9.14
19th
1100 18th St. Large Store 15,264 $189,533 $310,000 $20.31
440 19th St. Service Shop 13,855 $124,847 $120,000 $ 8.66
2020 P St. Small Store 16,279 $165,267 $210,000 $12.90
1030 19th St.(14) Small Store 9,919 $130,050 $125,000 $12.60
2016 Chester Ave Small Store 7,195 $ 85,836 $ 77,000 $10.70
1330 19th St. Small Store 7,621 $155,887 $325,000 $42.65
1416 18th St. Small Store 4,213 $260,431 $186,500 $44.27
1219 California Ave Store/Office 3,805 $ 73,250 $164,500 $38.50
1215 California Ave Store/Office 3,794 $ 73,250 $164,500 $38.61
97,209 $1,458,351 $1,786,500 $18.38
Source:' Dataquick Information Systems
Commercial Rental Rates
The value and rental rates of existing commercial properties is of importance in
considering two factors; the demand for additional commercial space, and the
potential to recycle the older areas to new development. The quality of the
commercial properties with the Downtown Area varies from well-maintained and
new developments to smaller commercial store fronts that are blighted or in
neighborhoods of high vacancies.
Based on a survey of leaseable space in the Downtown Area, most of the vacant
commercial space was located north of Truxtun Avenue. In well-maintained
buildings, such as the Federal Building on Truxtun Avenue or the Old Church Plaza
also on Truxtun Avenue, rents for quality office space were between $1.35 to $1.55
per square foot. Although numerous commercial sites were vacant, only a few had
signs posted for rent. Commercial space at the lower-end of the rent scale located on
18th and 19th Streets north of Truxtun Avenue were $.30 to $.40 per square foot per
month for unimproved buildings and $.60 to $.80 per square foot for buildings that
had been improved.
Bakersfield Downtown Economic Development Study
,!
The economics of a building leased for $.30 per square foot are such that the property
would have a land value of approximately $13.84 per square foot at a capitalization
rate of 13 percent and site coverage of 50 percent. The sale of a building offered at
this low lease rate, but vacant for some time, would most likely sale at a higher
discount based on a 14 to 15 percent capitalization rate and have a value of less than
$12.00 per square foot. For the most deteriorated buildings, the improvements
would actually be a deduction from land value.
Overall, there does not appear to be a market for commercial retail space in the area
north of Truxtun Avenue and the area is immensely over-stored to the point that we
would not anticipate full occupancy with a downtown type commercial occupancy.
The vacancy rates are very high and many of the buildings do not appear as if they
are being seriously marketed. A few of the buildings have been recently modified
and appear to be occupied by service uses that typically would be found in a business
park rather than a retail area. An example of this is a sign and graphics company on
19th Street.
Bakersfield Downtown Economic Development Study
VI. DEVELOPMENT RECOMMENDATIONS
GRC Associates has examined demographics, retail sales and land values of the
downtown and its market area in order to recommend a development program that
complements the unique character of downtown Bakersfield as well as revitalizes the
existing physical and economic conditions of the area. GRC's recommendations
include a development concept, the selection of two sites for potential development
and a proforma that projects assemblage and development costs and projects tax
revenues.
Recommended Development Program
The analysis in this Study indicates that there is limited demand for downtown
development. Within each development sector including industrial, office,
commercial and residential there are sites available and vacancies.
significant
However, as many downtowns have faced, the lack of pent-up demand does not
prohibit a municipality from working towards "creating" a market based on the
uses taking advantage of recent trends in
development
of
destination
and
revitalizing older downtowns as an alternative to shopping center development.
Bakersfield has made great strides in improving the downtown area through
sponsoring the development of extensive public and private facilities and
infrastructure. In recent years, downtown projects have included the Centennial
projects, completion the Holiday Inn Select
Garden
and
Convention
Center
the
of
Hotel, the streetscape of Chester Avenue to give Bakersfield a "main street", the
proposed Amtrak Station on "S" Street, as well as completion of street and other
improvements. These new facilities are progressively increasing the
infrastructure
number of event days in downtown, attracting major convention, sports and
entertainment events and the infrastructure improvements will make development
less costly and attractive to investors.
more
The public facilities will improve the activity, image and desirability of downtown,
are capable bringing activity to the downtown during the business
but
they
not
of
day, the weekend day and nights seven days a week. One possible direction to help
meet this need and to help create a market is to locate a destination use that is not
availability areas of the community. Suggestions
available
or
has
limited
in
other
for destination uses include an entertainment-oriented center anchored by a movie
complex and restaurant uses, a multi-purpose stadium to enhance the Centennial
Center complex, an ice-skating rink, and a water park.
Garden
and
Convention
Non-destination uses suggested to fulfill a void or to restore confidence in the area
would include a modern supermarket shopping center on the edge of downtown
designed as an amenity to residents. This would be a method of restoring retail
credibility in the greater downtown area. New residential development would be a
desirable use in downtown Bakersfield because it would increase the population and
restore confidence in the area as a good place to live.
Bakersfield Downtown Economic Deoelopment Study
Entertainment Development Concept
Perhaps the most attractive option for downtown is an entertainment based
shopping center containing a combination of pure entertainment and entertainment
oriented retailers not available in a single location in other parts of the City. The
state of the art in entertainment areas is to anchor these areas with a large multi-
screen movie theater complex, and sit-down and fast food restaurant uses. This
combination of uses generates activity throughout the day and week and is
particularly strong in the evenings. The design of such a complex is not to encourage
visitors to watch a movie and go home but to enjoy visiting a restaurant, shop and
watch a movie. They are designed to increase the length of stay and to increase the
number of visitations per year as opposed to a pure shopping experience. Ideally, the
entertainment center will incorporate both pure entertainment uses like a virtual
reality store together with retailers, which encourage browsing and interactive
activities such as sporting goods, electronics, trendy apparel, and housewares. Other
categories of tenants that have extended hours and an entertainment, hobby, sport
or special interest orientation can be added to the theater/restaurant concept as
available. In addition to retail stores, museums and other public uses can help
broaden the market and the appeal of an entertainment center. Commercial
recreation is an appropriate component and ice skating rinks have been included,
indoor skate parks, theme restaurants, micro-breweries are all possibilities.
Realistically, retailers of the type generally pursued in entertainment centers such
as Starbucks, Borders Books, Linen and Things, Sega Gameworks, Dave and Busters
will be extremely hesitant to locate in downtown Bakersfield because of the
surrounding blight, modest income levels and the strength of other relatively close
by commercial nodes. For instance, the Barnes and Noble store, the surf shop and
the Comp USA store located at California Boulevard and Highway 99 would be
excellent tenants in an entertainment center. The country music nightclub and the
pizza/game store located at Rosedale Boulevard and Highway 99 would be excellent
tenants for an entertainment center and the new theaters at the Valley Plaza would
be a very strong anchor. Many of the uses with a strong entertainment orientation
are located in Bakersfield in proximity to the Highway 99. These commercial nodes
as well as several others in the community represent the competition for downtown.
A list of the retailers located at selected entertainment centers in southern
California is included in Appendix B.
The downtown area of Bakersfield has a few retail tenants that could blend in with
an entertainment format including the Harley-Davidson Motorcycle shop located
near 18th and "Q" Street, the antique shops at 19th and "R" Street and the western
wear store on 19t~ and "N" Street, which are currently located in the Convention
Center District.
Bakersfield Downtown Economic Development Study
Land Requirements
Entertainment centers generally require a much greater parking ratio than, for
example, a neighborhood shopping center due to the parking demand of theaters and
restaurants; therefore, the yield of gross leaseable area is less. An important
requirement is to define the type and size of site required to develop an
entertainment center. To do this, first the theater requirements and basic
restaurant needs are first calculated as follow.
A sixteen-screen theater complex with an average of 150 seats per screen would have
a total seat count of 2,400 seats and require approximately 550 to 600 parking
spaces. This complex would require approximately six acres to develop unless joint
use parking is available. In addition to the theater complex, ideally the project
would benefit from at least two restaurants with one of the facilities being
approximately 6,000 square feet similar to a Chili's or TGIF Fridays and one fast-
food restaurant of 3,000 square feet. Food uses and a theater complex are the key
elements to an entertainment center. The restaurant uses would require an
additional acreage based on a site coverage of approximately 18 percent to 20 percent
which supports 10 to i parking ratios. Therefore, approximately 7.5 acres is
required as a base less the area of shared parking. Additional specialty stores such
as a video arcade, ice cream shops, music stores, book stores, trendy apparel stores,
and/or houseware goods stores would require additional acreage.
Potential Development Sites
There are two potential sites within the downtown area that are being considered for
entertainment-oriented development, that this Study will review. The first site is
approximately 24-acres and is located in the California District (the "California
Site"). The second site is located in the Convention Center District fronting Truxtun
Avenue (the "Truxtun Site") and it consists of approximately 12 acres of land and
includes the Federal Building at the northwest corner of Truxtun Avenue and "Q"
Street.
Although there are numerous opportunities and benefits associated with the
development of each site, the disadvantages must also be considered, such as
relatively high acquisition costs, multiple ownerships and tenancies to be relocated.
Perhaps the must difficult is the task of inducing retail and entertainment uses to
seriously consider the areas as a viable alternative to the newer and faster growing
areas of Bakersfield. Subsequent sections of this Study will provide broad based
estimates of acquiring the sites and illustrate the economics required for
development. Both sites will require substantial public assistance to implement
completely.
Bakersfield Downtown Economic Development Study
,!
The California Site
This site is located within the California District and encompasses approximately 24
acres of land. All interior streets within the site, with the exception of "Q" Street,
will be eliminated and developed as part of the entertainment center complex. Table
15 below presents the existing land uses within the California Site. As the table
indicates, there are 84 private parcels and 6 City-owned parcels that are currently
used for event parking for the Centennial Garden and Convention Center. A
breakdown of land use shows that almost 23.4 percent of the total site is residential,
18.7 percent is industrial use and 8.3 percent commercial. Streets in the site,
excluding "Q" Street account for almost one third (27.1%) of the land.
Table 15 - California Site Land Use
Number of % of Total
Land Use Parcels Square Feet Acreaqe Site
Residential 37 242,000 5.6 23.4%
Commercial 6 34,800 0.8 3.4%
Office 7 50,800 1.2 4.9%
Industrial 13 193,600 4.4 18.7%
Institutional 2 43,500 1.0 4.2%
City-owned Property 6 88,600 2.0 8.6%
Vacant/Utilities 13 101,200 2.3 9.8%
Public Right of Way 280,300 6.~4 27.1%
Total 84 1,034,800 23.8 100.0%
Source: GRC Associates
The California Site is currently underutilized and contains a wide mix of industrial,
office, commercial, residential and governmental uses. This area also offers several
opportunities including the ability to assemble up to 23.8 acres for redevelopment.
This is large enough to support an entertainment center of approximately 228,000
square feet of Gross Leaseable Area (GLA). Secondly, assembling property in this
i area is less costly than the other alternative and it offers the ability to incorporate
design features unique to the community such as building a lake fed by the canal to
encourage pedestrian activity. Thirdly, the site could benefit from some joint use of
public parking lots that currently exist or the existing parking lots could be decked to
create a new "land" resource (joint parking may be somewhat difficult if it is also
parking devoted to the Centennial Gardens and Convention Center projects because
of the overlap of peak demand periods). Lastly, the City controls some land within
the project area and this land could be used to provide an economic incentive to a
developer.
I
Bakersfield Downtown Economic Development Study
TRUXTUN AVE
CALIFORNIA AVE
..... California Site
Bakersfield Downtown Figure 8
Economic Development Study CALIFORNIA SITE
California Site Development Proforma
A model proforma for development planning was formulated to assist in the planning
of the proposed entertainment center. It is composed of the following four schedules:
a) a land assembly spreadsheet that estimates the cost of assembling development
sites based on acquisition and relocation demolition and
average
costs,
public
improvement costs; b) a development cost summary that estimates development
costs based on inputted costs factors including direct construction, sof~ costs and
costs; a development revenue summary projects rents, operating
financing
C)
that
costs and calculates residual land value; and, d) a tax revenue projection based on
typical retail sales and assessed values per square foot. The purpose of the proforma
model is to provide a broad estimate of feasibility and to calculate the economic "gap"
between what the development community can afford to pay and the estimated cost
of developing the proposed entertainment center.
The fundamental building block of the proforma model was an analysis of the land
use pattern within the proposed development site. The entirety of the California Site
acres property a very range of land uses and building
included
23.8
of
and
wide
quality. The model proforma, although listing the historical acquisition experience
of the City, utilized higher property value estimates. This was due to the quality of
buildings including a major laboratory building, several legal, real estate, and
office
insurance offices of good quality and institutional properties including a Goodwill
store and Women's Assistance League properties that are substantial. Research of
Dataquick records also determined that two parcels developed with office uses
located in the 1200 block on the south side of California sold for as much as $38.50
per square foot of building area which approximates the value utilized in the
proformas for value per square foot of land area.
The California Site contains significant residential development with over 37
parcels and approximately 47 units. The value of these was estimated on
residential
the assumption of $60,000 per lot which appears reasonable given the fact that ~ome
of the lots contain two and more units and some of the homes are in good condition.
The City owns approximately 88,000 square feet of land area, which is either
developed with parking, storage or offices. These parcels were included at no cost
even though the parking would have to be replaced at some point.
Industrial sites were valued at approximately 140 percent of the City's prior
acquisition experience because of the type of property found in the area. Vacant
property was also valued at a higher level than previous experience because a
portion of the properties had California Boulevard frontage. Overall, the land values
should be considered as preliminary and values need to be carefully evaluated on a
parcel by parcel basis to improve the accuracy of the proforma model. The proforma
is presented in the following Table 16.
Bakersfield Downtown Economic Deoelopment Study
~"._ ~ "" -- ,,,.'Tel. ~ ~ [E~'tff,Te[*TiJ [.'t / i lei ~ ff.,1~ I ~]-'1 =1 I[e~/,_~l i [.]'~ II,_T.~iJi~i ~ i lei ~ ~ .........................................
_ California Site
PROJECT ASSUMPTIONS LAND ASSEMBLY ESTIMATE
AGENCY EXPENDITURES Historic Preliminary Estimate Preliminary Estimate
exDerlence Estimate w/contln_aency Estimate W/contin_aenm
1 Land value/sq, ft. $7.75 $0.00
2 residential $9.17 $11
3 Commemial- retail $15.00 $17 Acquisition
4 industria/auto $5.00 $6.50 $7.48 1 Residential $2,218,947 $2,551,790
5 office/instiutional $18.00 $21 2 Commemial $521,760 $600,024
8 vacant $4.50 $5 3 Office $913,950 $1,051,043
7 Relocation 4 Industrial $1,258,563 $1,447,347
.8 residential $6,000 $6,900 5 Institutional $782,820 $900,243
9 Commemial- retail $10,000 $11,500.00 6 Vacant $455.297 $523.591
10 industria/auto $75,000 $86,250 Sub-Total $6,151,336 $7,074,037
11 office/instiutional $10,000 $11,500
12 vacant $0 $0 Relocation
13 Loss of Goodwill (placeholder only) $150,000 $150,000 I Residential $222,000 $255,300
14 FF&E (placeholder only) $150,000 $150,000 2 Commercial/minor industrial/auto $100,000 $115,000
13 Closing & escrow $4,000 $4,600.00 3 Office $70,000 $80,500
14 Demolition $0.50 $0.58 4 Industrial-major $150,000 $172,500
15 Professional fees/ownership $2,500 $2,875 5 Institutional $20,000 $23,000
16 Public improvements $125,000 $2,500 6 Vacant $0 $0
7 Loss of Goodwill $150,000 $150,000
8 FF&E $150.000 $150.000
APPROXIMATE LAND AREA BY USE ESTIMATE Sub-Total $562,000 $646,300
"L" Street to "P" Street to Closing
"P" Street Canal Total 1 Residential $148,000 $638
2 Non-residential $188.000 $216.200
1 Residential 241979 0 241,979 Sub-Total $336,000 $216,838
2 Commercial 34784 0 34,784
3 Office 50775 0 50,775 Demolition
4 Industrial/auto 6756 186869 193,625 1 Public and private property $517.362 $594.966
5 Institutional 43490 0 43,490 Sub-Total $517,362 $594,966
6 Public right-of-way/muncipal property 368,894 0 368,894 Off-Sites
7 Vacant/utility/abandoned 93665 7512 101.177 1 Signalization $2.500 $2.875
Total 840343 194381 1,034,724 Sub-Total $2,500 $2,875
Legal & proffesslonal
I Proffessional Services $210.000 $210.000
APPROXIMATE NO. OCCUPANTS BY USE Sub-Total $210,000 $2t0,000
"L" Street to "P" Street to TOTAL EST. ASSEMBLY COST $7,779,198 $8,745,016
"P" Street Canal Total
COST PER SQUARE FOOT $7.52 $8.45
1 Residential 37 0 37
2 Commercial 6 0 6
3 Office 6 1 7
4 auto related 3 1 4
5 Industrial 8 1 9
6 other 3 3 6
7 Institutional 2 0 2
8 Vacant 11 2 13
Total 76 8 84
Page I Land Assembly Schedule
California Site
Estimated agency Cost Estimated Estimate Assumptions -Continued Scenario "A" Scenario "B"
Before Disposition Cost w/contingency 9 Average ground lease bldg area 5,000 5,000
I Aqcquisition $6,151,336 $7,074,037 10 Theater sq. ft. 60,000 60,000
2 Relocation $562,000 $646,300 11 Building Cost theater/sq, ft. $110 $110
3 Closing $336,000 $216,838 12 Restaurants- developer built 15,000 15,000
4 Demolition $517,362 $594,966 13 Building cost retail $42.50 $42.50
5 Off-sites $2,500 $2,875 14 Building cost reaturants $85.00 $85.00
6 Legal & Prof. Fees $210.000 $210.000 11 Tenant improvement costs psf $15.00 $15.00
Total Public Cost $7,779,198 $8,745,016 12 Tenant allowance - restaurants $15.00 $15.00
Cost Per sq. Ft. $7.52 $8.45 13 A&E per sq.ft.' $2.50 $2.50
14 Professional fees $150,000 $150,000
15 Governmental permits $350,000 $350,000
16 Taxes constrct.% of land value 1.00% 1.00%
Developer Assumptions Scenario "A" Scenario "B" 17 Amenities/fountains $75,000 $75,000
1 Land cost to developer $0.00 $0.00 18 Developer Fees % of hard costs 3.00% 3.00%
2 Closing/diligence costs $175,000 $175,000 19 Insurance, bonds % of direct costs 0.75% 0.75%
3 Site area for development acres 23.80 23.80 20 Leasing costs % of rent revenue 3.50% 3.50%
4 Site work net of 25% reimbursement/sq, ft. $2.25 $2.25 21 Marketing costs lump sum $100,000 $100,000
5 Demolition S/site area $0.00 $0 22 Construct. fin.(%)(.5) 4.50% 4.50%
6 Site coverage 22.00% 22.00% 23 Contingency/ direct costs 3.00% 3.00%
7 Development pads- for sale 4 4 24 off-site improvements $0.00 $0.00
8 Pad sale proceeds $500,000 $500,000
PROPOSED DEVELOPMENT COSTS ($000'S)
Total Agency Acquisition and Site Cost $7,779,198 $8,745,016 Financin_= Costs
1 Construction financing $607,543 $607,544
Hard Costs - Developer Sub-total $607,543 $607,544
I Land- netto developer $0 $0
2 Closing, legal, apraisser etc. $175,000 $175,000 LESS: pad Sales - ($2,000,000) ($2,000,000)
3 Demolition $0 $0
4 On-site costs $2,332,638 $2,332,638 TOTAL DEVELOPER COST $12,108,505 $12,108,513
5 Construction incld. T.l.'s (w/o theater) $9,152,109 $9,152,116
6 Off-sites $0 $0
Sub-total $11,659,747 $11,659,754
Soft Costs Development Pro_cram - Square footage
I A&E $370,200 $370,200 Theater 60,000 finished pad
2 Entitlements, fees, permits $350,000 $350,000 anchor tenants 55.00% 92,444 developer built
3 Developer fee $344,542 $344,543 shopspace 25.00% 42,020 developer built
4 Marketing, leasing, legal $345,794 $345,794 Rest. develop. 9.50% 15,968 developer built
5 Property taxes, insurance $86,136 $86,136 Pads for sale 10.50% 17.648 finished pad
6 Contingency $344,542 $344,543 Total Program 100.00% 228,080
Sub-total $1,841,215 $1,841,215
Page 2 Development Cost
_ California Site
Assumed Development Program Developer Assumptions Scenario "A" Scenario "B"
Development Program- Square footage I Anchor tenant lease rate $12.00 $10.20
I Theater 60,000 finished pad 2 Shop space lease rate $18.00 $15.00
2 anchor tenants 92,444 developer built 3 Build to suit - restaurant $21.00 $18.00
3 shop space 42,020 developer built 4 Theater finished pad $150,000 $100,000
4 Pad development (rest.) 15,968 developer built 5 Vacancy % non-theater 7.00% 7.00%
5 Pads for sale 17.648 finished pad 6 Management 4.00% 4.00%
7 Reserves/yr. $0.10 $0.10
Total Program 228,080 sq. ft. 8 Cam on Vacancy $5.00 $5.00
9 Threshold Return on Cost 11.00% 11.00%
Gross Scheduled Income - Alternative "A" Gross Scheduled Income - Alternative "B"
Use Rent Income Use Rent Income
I Theater(6.4 Acres) $0.54 $150,000 1 Theater $0.36 $100,000
2 anchor tenants $12.00 $1,109,329 2 anchor tenants $10.20 $942,930
3 shop space $18.00 $756,361 3 shop space $15.00 $630,301
4 Pad development (rest.) $21.00 $335.320 4 Rest. develop. $18.00 $287.417
Total $2,351,010 Total $1,960,647
Operatin_~ Costs Operatin_= costs
I Vacancy $154,071 I Vacancy $130,245
2 management $94,040 2 management $78,426
3 reserves $15,043 3 reserves $15,043
4 cam on vacancy $52,651 4 cam on vacancy $52.651
Total $315,805 Total $276,365
NET OPERATING INCOME $2,035,204 NET OPERATING INCOME $1,684,282
Residual Land Value Analysis - Scenario "A" Residual Land Value Analysis - Scenario "B"
I Cost of project without land $12,108,505 1 Cost of project without land $12,108,513
2 Threshold Return on Cost 11% 2 Threshold Return on Cost 11%
3 Net Operating Income $2,035,204 3 Net Operating Income $1,684,282
4 Affordable project cost $18,501,858 4 Affordable project cost $15,311,653
Residual Land value $6,393,353 Residual Land value $3,203,141
Value per sq. ft. $6.17 Value per sq. ft. $3.09
Required Agency Subsidy $2,351,664 Required Agency Subsidy $5,541,876
Page 3 Revenue/Developer return
m m mm m m m m m m m
California Site
REVENUE ASSUMPTIONS
I. Proposed Development Building Area 1st Year Sales PSF Assessed Value PSF
a) Anchor Space 92,444 $250 $90
b) Shop Space 42,020 $175 $90
c) Restaurants 15,968 $275 $125
e) Restaurant/Pad Space 17,648 $250 $125
f) Theater 60,000 $25,000 $110
Total 228,080
Il. Revenue Projection I 2 3 4 5 6 9 10
a) Sales Tax @ 3% annually $392,927 $404,715 $416,857 $429,362 $442,243 $455,510 $497,749 $512,681
b) Tax Increment Net @ 2% $229,038 $233,619 $238,291 $243,057 $247,918 $252,876 $268,354 $273,721
Total Revenue $621,965 $638,334 $655,147 $672,419 $690,161 $708,387 $766,103 $786',402
III. NPV of Tax revenues
6% discount rate $586,759 $1,154,874 $1,704,949 $2,237,567 $2,753,296 $3,252,680 $4,657,970 $5,097,093
8% discount rate $575,894 $1,123,162 $1,643,239 $2,137,487 $2,607,199 $3,053,603 $4,264,332 $4,628,589
Page 4 City and Agency Revenue
Based on the assumptions listed in the model, and land areas estimated from
municipal maps, the overall cost of purchasing the Site, demolishing the
improvements and relocating the businesses after the streets are vacated and the
municipal property is contributed to the site is between $7.52 and $8.45 per square
foot for the 23.8-acre site. This value range could be adjusted significantly by
consolidating a smaller site containing the lower valued but "L" Street to
properties,
the canal should be viewed as a long-range opportunity if the area is required to
have a regional entertainment center. A smaller site suitable for future expansion is
a viable alternative if the cannot be absorbed at the of
acreage
on-set
the
project
which is very likely.
The second spread sheet of the model estimates the development cost for
developing
the 23.8-acre site and generally defines a development program for the Site.
Assuming the development of a 15-screen Edward's style theater complex in a 60,000
foot building, the site would retail with
square
support
uses
approximately
22
percent site coverage or a total of 228,080 square feet of retail (including the
theater). The model spreads the development capacity into anchor tenants and shop
space projects development cost project assuming the theater operator
and
the
of
the
ground leases the theater site and that the development costs are net of the pad
sales. The net cost to the Developer is $12.1 million without land and the total
development project with the theater and pad development is
value
of
the
approaching $22.8 million. The suggested space plan would be adjusted as specific
tenants become available but the suggested program is a representative program
which minimizes shop space and maximizes anchor tenant space approaching 70
percent of total GLA which is an appropriate ratio of major tenant space to total
space.
The third spreadsheet of the model, the development revenue summary, assumes
rents, ground lease rates and operating costs and calculates the residual value of the
an assigned return on cost. For example, at anchor tenant rents of
land
at
threshold
$1.00 per square foot and with shop space and restaurant rents at $18 and $21 per
square foot, which would be expected in the very best quality developments in
Bakersfield, residual land value is $6.17 per square foot. This is the value that a
the
developer could afford to implement the suggested entertainment development
program and experience an 11 percent return at these very aggressive rents. At
more moderate rents of $.85, $1.25 and $1.50 for anchor, shop and restaurant space,
the residual land value drops to $3.09 per square foot. Reality is probably skewed
towards the lower land value which would require a land subsidy from the City and
Agency approaching $2.3 million at the aggressive rents and $5.5' million at the more
moderate rents.
The fourth schedule estimates the tax revenue assuming the project is in a
redevelopment project area and the businesses generate representative revenues.
This spreadsheet applies the sales per square foot estimate and calculates sales tax
Bakersfield Downtown Economic Deoelopment Study
,!
over 10-year period and also calculates the net present value of the tax revenues at
two different discount rates.
This model is of general application for commercial shopping center development
with a wide mixture of anchor shops and food uses. The model demonstrates that
the California Site will have to be approached incrementally, if commitments to lease
at the higher rental rates cannot be secured. Given the economics of the site
assembly and development, the first approach should probably be initiated on the
basis of a theater complex of the quality required to attract customers from other
locations in the City, not less than two restaurants, a fast food/specialty food store, a
coffee shop and a game arcade/virtual reality store. This could be accomplished on a
site of less than nine acres.
Other uses that can contribute to an entertainment complex can be pursued such as
an ice skating facilities and a small water-park but these uses can not approach a
theater complex in terms of having a broad market, year round interest and
extended hours. As a primary anchor to a shopping center these active recreation
uses will not work but as a secondary use they would have significant appeal but
rather difficult land economics because they cannot support any land value. There
are a few exceptions such as the indoor skate park sponsored by Vans which has
been an extraordinary success for the Mills entertainment center, The Block.
Figure 9 is a conceptual site plan prepared for the purposes of illustrating a concept
that would make the California Site truly unique in the Bakersfield metropolitan
area. The building configuration is designed to illustrate the magnitude of a 21-
theater complex, which is the current standard in strong markets. The water
feature, leading up to the location of the historical house is an attempt to take
advantage of the canal, generate a pedestrian friendly environment and save the
attractive historical home which could become a tea house or novelty store. "Q"
Street was left with its current curvilinear design to generate a pad on the east side
and to soften the impact of the street traversing the Site. The parking fields have
not been separated from the existing municipal parking lots to illustrate the concept
of joint parking although theaters may need a separate deck from the parking
designed for the public facilities to the north. The last concept the plan is
attempting to communicate is that the development is oriented inward on itself
which helps isolate the project from the surrounding areas which are in not the best
of condition and certainly not of the quality to attract major tenants to the area.
Elements of this plan can be incorporated into other designs but the California Site
will need to differentiate itself from other commercial locations in the community to
succeed both from the perspective of tenant mix and design.
!
Bakersfield Downtown Economic Development Study
........ ~ll~,'.~---l:Tr-~l it'-'~'l) $ ~..~.~.'1 -Ttl,~r~-~l~"I '
~ ........... ,.1- H,-I ..... ,I.m.,'.',"..I , .... ,. I--, ..........I -i...I--,,HI.--HH,HI't1,1I ...... Il.+;, .I,H .t .... ,:..,.,.;~,.fH?I,HIHI.-II.f-1....I,.4I-H~H,.I.-.I~f~, ,..j-,~,~l~.~..l,..~-~ .~-~,'~l'..I-.il-,,-'t"'";"'HF~H~4:4I''H'''II;q;',,*'~ ;~¥~;.'[~.,l:~'~'~..,,l'i],,i.,;~Hi_,i,~.dW.l~l~,l~hl~- ' .. '
~ CALIFORNIA ROAD
~ I .......... I ~ ~=~ ~ ~ ........
SITE ~ TABU~TIONS: LE~EN~
TOT~BLDG. FOO~RINT~ 1~,~ S.F. 4.~ AC~ 15% ~ CINE~COMPL~ ~ PAVEDAR~(P~~AYS) Figure 9
TOT~ PAVED ~ 6~,2~ S.F. 14.47 AC~ 50% ~ AR~ = 1~,8~ S.F. ~---- ~ = 126.~ S.F. ';
TOT~SC~S~ ~7~,~ S.~. s.5~ *CR~ ~0~ ~ ~ PAVSO~(P~N~RO~WAYS) CALIFORNIA SITE
~ SU~ACE ~ 62,6~ S.F. 1.~ ACRE 5% ~ ~SHO~ / ~STAU~T74,~0 S.F. I~:[:- .~ ~ = ~3,~0 S.F.
P~NG = 1,240 ~S
GROSS SI~ ~ 1,251,1~ S.F. ~.72 ACRE 100% ~ KIOSKS ~ ~DS~TING~
, ~ ~ = 45 S.F. ~l ~ = 374,3~ S.F.
Bakersfield Downtown -- ' - - ~ - A s s o C I A T E S
The Truxtun Site
The second site identified as a potential site for an entertainment center is located
to
the north of Truxtun Avenue, south of 18th Street, east of"N" Street and west of"Q"
Street. This Site is directly adjacent to the federal building and across the street
from the Centennial Garden and Convention Center and the
Holiday
Inn.
The
land
use pattern in the Truxtun site is mixed but the predominant use for the two blocks
between "N" Street and "P" Street south of 17th Street is office, for the block north of
predominant use is vacant and for the block
17th
Street
and
west
of
Street
the
north of 17th Street east of "O" Street is mixed- use with the 18t~ Street frontage
being commercial shop space and office space and for the block face on the north side
of 17t~ Street residential and
institutional.
The assessed valuation of the entire Truxtun Site is $5.3 million and this value
understates actual market value because of the time
lapse
between
adjustments
top
the assessed value. Review of Dataquick information for the greater downtown area
and inquiries on certain properties available for sale indicated that the asking price
on corner of 18t~ Street had an asking price of
of
the
historic
building
the
southwest
$60 per square foot and a total asking price of $300,000. A building property with a
small store on 19t~ Street had an asking price of $27.18 per square foot of land. In
asking prices, the only reported sales Were closer to the
terms
of
sales
rather
than
core of downtown in the 1300 block of 19tn Street and in the 1400 block of 18t~ Street.
Both of these sales were in the low $40's per square foot. Two additional sales, one
of 19th Street and one in the 1100 block of 18t~ Street sold for $9.14
in
the
1100
block
and $15.81.
generally decline moving to the east from the
This
data
indicates
that
the
values
downtown core and to the north from Truxtun. The available data is inconclusive to
generalize values without specific appraisals of at least the key properties because of
the variation in the
property
types.
Closer investigation of assessed property values indicated that vacant land in the
block at the northwest corner of "O" Street and 17t~
Street
yielded
that
the
higher
assessed values found that seven of the lots in the block averaged approximately
$8.85 and the vacated restaurant and parking lot was much lower at approximately
$5.25, a strong indicator that a value of $8.85 per square foot on 18th Street is
reasonable and that the vacated restaurant building and parking lot had not been re-
assessed for quite some time.
Similarly reviewing the vacant properties east of "O" Street resulted in a value of
approximately $20 per square foot for commercial sites, $7.50 for vacant land,
per apartments, $31 per square foot for the church site and
$25,000
unit
for
and
improvements. Recently assessed office properties south of 17t~ street were valued
between $38 and $51 per square foot land area.
Bakersfield Downtown Economic Deoelopment Study
19th ST
18th ST
a'= - - =''= =' = =' = 17thST
TRUXTUN AVE
Bakersfield Downtown Figure 10
I Economic Development Study TRUXTUN SITE
I'
!
The above values by block were used to estimate the acquisition value of the Truxtun
properties and the estimated cost of the properties exceeded $8.0 million without
relocation, demolition, closing costs etc. which is not feasible for commercial
development. A more viable option would involve avoiding the acquisition of high
value office buildings in the area and develop a smaller site that relied on existing
office parking to help meet the theater needs. A site utilizing the "P" Street right-of-
way, the vacant lots west of "P" Street, the nearly vacant block north of 17tn Street
west of "O" Street and the block face (not the 18th Street frontage) east of"O" Street
and north of 174 Street could accommodate a theater project and restaurant.
Ideally, the restaurant would front on Truxtun Avenue and the theater would be
located on the block at the southwest corner of 18t~ Street and "O" Street.
This project would benefit from office parking located in the general vicinity in the
evening and the on-site parking count would not be nearly as critical in this area.
The development would not appear, nor function, as a fully integrated entertainment
center. It would serve the function of adding an anchor tenant to downtown and to
18th Street in particular while maintaining the integrity of the 18t~ Street
commercial area. The project would remain within easy walking distance of the
hotels downtown and help add to the vitality of Truxtun Avenue.
A downtown style theater would require a land subsidy estimated at less than $1.0
million depending on the exact configuration of the site and available parking. This
was estimated at devoting 3.2 acres of vacant and developed land plus street right-of-
way at an average cost of $10 for vacant land and $15.00 per square foot for
developed land which would be sold to the theater for $6.00 per square foot for the
buildable site and limited dedicated parking.
Theater operators will be concerned with the vacancies and low level uses along 18tn
Street and may expect a discount beyond the $6.00 per square foot. GRC has worked
on several theater projects where the operators, particularly the larger more well
known entities expect free land for the benefits that a community receives from a
theater project in a riskier location. Recent examples of theaters seeking "free" land
include a secondary mall property in north Orange County, a downtown location in
Ontario located on the freeway but in a traditionally weak commercial area and an
entertainment center in Riverside County where the municipality is proposing to
redevelop an aging and obsolete community level center.
Findings and Suggested Strategy
The primary findings of our investigation into the downtown area and retailing in
Bakersfield are:
rn The City benefits from a very large influx of retail dollars from outside its
boundaries.
o Retail development, to date, has kept pace with the growth in population and
purchasing power in the metropolitan area.
Bakersfield Downtown Economic Deoelopment Study
Strong retail areas exist throughout the community except the downtown at all
levels of retailing including regional, community and neighborhood commercial.
The downtown area consists of several functional sub-areas with only the core
area having significant density of commercial uses and lower vacancy rates.
Outside the core, commercial properties have been unable to attract significant
commercial users.
The Centennial Garden and Convention Center are growing in event days and
attendance but have not been able to attract significant peripheral commercial
development.
~ Sites in the downtown remain expensive to consolidate and office areas north of
Truxtun Avenue are not feasible to recycle to commercial development.
~ The California frontage is perhaps the only opportunity in downtown to assemble
15 to 20 for true entertainment but it will
acres
required
a
center,
require
a
substantial public subsidy and the market in this area is softer than the areas to
the north consequently any development needs to be of a high quality and unique
comparison to areas.
character
in
other
~ Development of the California frontage will further dilute commercial
development downtown.
~ Development of property north of Truxtun Avenue will require that the
acquisition of high cost office sites be avoided and that office sites be utilized as
of joint in this will be of the
sources
parking.
Development
area
more
freestanding type of development in a downtown configuration rather than a
large integrated shopping center.
~ Over the next five years, anticipated increases in per capita incomes and
population in the metropolitan area will support up to 1.5 million square feet of
new commercial development providing Bakersfield maintains its dominant
retailing position in the region.
~ Residential and neighborhood commercial development in the vicinity of
downtown would have a positive impact the
on
area.
~ Commercial-recreation uses and additional public facilities would help draw
customers to the area but are not true anchor tenants because of their narrow
appeal and limited operating hours in comparison to the broad based appeal and
seven day a week appeal of a successful theater project.
competition community at a high and other than the
Theater
the
is
level
Edward's complex which is exceedingly strong, the sales performance per screen
is low. The new Pacific Theaters complex at the Valley Plaza will offer strong
competition to the downtown.
~ Downtown restaUrants, while numerous, are generating very modest overall
volumes with few exceptions.
The suggested strategy for downtown is to continue marketing the area to developers
and users. More concrete and specific development sites including the two sites
Bakersfield Downtown Economic Development Study
suggested in this Study together with a clear presentation of the specific financial
capability of the City to assist would strengthen the municipal position. The
development community responds best when control of land, financing and tenants
are available and the investment community is most hesitant when open-ended
conditions exist beyond the control of the developer. The most aggressive stance
would be to: a) initiate the acquisition process and secure control or the cooperation
of the required property owners; b) adopt conceptual plans for the area; c) pursue
abatement of the worst conditions of blight found within and surrounding the
proposed development site utilizing the City's property and police d)
powers;
complete phase 1 environment studies; e) complete and process CEQA clearances; f)
market to theater operators directly with the request that they bring in the
appropriate entity to act as developer, if a developer is required; and, g) market
directly to the restaurant chains or through the brokers which would exclusively
represent them in the Bakersfield area.
The reason we have suggested that the City identify all the national and regional
theater operators and to submit the preferred site to is that there often times is not
much economic room in theater transactions to accommodate the and
user
a
developer unless the user requires the developer to secure financing, entitlements or
some other factor that the user cannot provide for itself. Restaurant transactions are
very much this way and the economics of restaurant development severely limit
any
financial room for a developer other than as an equity investor. Restaurants that
prefer working with developers and that are using developers to expand the number
of their locations will bring in experienced developers theft
meeting
qualifications
if
they are interested. We have provided a long list of potential restaurant chains in
Appendix B to this report. Once a site is selected, the list can be further refined to
reflect those restaurants that be found in centers and those
may
shopping
restaurants that may be found in downtown locations.
Another aggressive tack to take with respect to restaurant development is to
identify
non-chain restaurants that are in an expansion phase and may be suitable for
downtown. These restaurants can be identified through State Board of Equalization
records, word of mouth, advertising in broad based
publications
such
as
the
restaurant industry trade magazines and the Los Angeles Times. For instance, for
this Study all of the downtown uses in downtown San Luis Obispo were secured to
review the type of tenant mix and to secure a listing of
restaurants.
This
same
approach can be used to identify restaurant users in the more successful downtowns
throughout California. The San Luis Obispo business listing is attached as an
listing, also reviewed restaurant sales in
example
of
a
downtown
business
GRC
downtown Modesto and Fresno to help judge the performance of downtown
Bakersfield and Bakersfield exceeded both Central Valley cities by a wide margin.
Competition in proximity to downtown will continue to be an issue and we are not
sure that the City should attempt to control the marketplace through zoning
techniques because it is likely that the City will forego capturing certain uses that
favor a locations outside of downtown. Developers often seek to control the number
and location of uses but the tenants themselves are the best judge particularly in a
Bakersfield Downtown Economic Development Study
large metropolitan area like Bakersfield where several choices will exist for every
shopper.
Our site preference would be to proceed with theater and restaurant development in
the commercial area north of Truxtun to avoid further dilution of commercial
demand in downtown and to use the theater complex to assist in the cleanup of
existing properties and to reduce current vacancies. Freestanding theater
development; however, should not be counted on to significantly increase commercial
demand. There are many examples of the largest theater complexes in southern
California supporting very modest amounts of retail. Major entertainment
complexes in Irvine (the Spectrum has retail vacancies even with the most successful
theater complex in the country), Orange, La Verne, Ontario, Anaheim Hills and
Corona all have significant retail vacancies in a theater anchored center or have not
been able to attract the users anticipated to adjacent retail areas.
The one condition that would change our preferred direction of pursuing the area
north of Truxtun Avenue is if a developer was able to identify and secure
commitments from strong tenants to accompany the theater such as Old Navy,
Claim Jumper, Ross, Starbuck's, Sega Gameworks, Border's Books such that the
entire 23.8 acre development could be achieved in a single phase. This would hurt
the other areas but it would bring sufficient commercial mass with approximately
228,000 square feet of entertainment and retail to restore confidence in the area as a
retailing focal point in the community. We believe this is very unlikely; but, in the
event that the stores could be induced to locate on the California Site we believe the
project could be very successful because there are many strong restaurants and
retailers that are not represented in the community. We believe an incremental
approach closer to the traditional downtown is more likely to occur.
If the policymakers decide to pursue the Truxtun Site for theater development, the
California Site would be a strong location for the multi-purpose stadium,
commercial-recreation such as ice skating, museum development and other publicly
sponsored undertakings to expand the public facilities and offerings to the
"superblock" between Truxtun and California.
Once a decision is made on the preferential option, it would be our recommendation
to adopt a specific plan for the chosen development site not just to plan the area but
to provide a strong assurance of the City's commitment to the chosen area.
Bakersfield Downtown Economic Development Study
APPENDIX A - LIST OF SHOPPING CENTERS LOCATED IN
THE METROPOLITAN BAKERSFIELD AREA
·
BakersfieldDowntownEconornicDevelopmentStudy
Appendix A
SHOPPING CENTERS LOCATED IN THE BAKERSFIELD METROPOLITAN AREA
:: ** ;~e* * ::**~ **~**: ~ ;~ *~': *:9~ ***:,~,f;~. ~.~, ** :*~;~ ** ~S?,~,;~* ~ ~ * ~ ~ ~*~,~** a***:** *$~ **'*** ~,.~ ~$~*a ~ ~**** * ********~*'*/~:** ~*~:,~*~** **,* . ***** *, * ****;~?~* .** L:,****,*',a ~*~*' ~ ~ ;~ :~,~,~,~/~*** * * ~g *~**~**** ~** ** ************************************************ ** ,,.**** : *** ~f~*, *;*:. ****<:** ~}~. * .*:, ** ~e** *~* ~*~s*S~S!~*;};* *;~: **;~******* ** ~ ~$*~.~*A*S,:~,, ~.*; *~** **;~A;*, * ~A * * ~ ~:;S~ ~*~{~ ~ ~'< ~:~ ~ ..... *********************** .......... * ............ :,; ,.:ay* <,. ~h* :~*: F"" '*'
Valley Plaza Shoppin~ Center 2701 Mino Ave. Super Regional ~.7 Mile5 1,09~,016 Gottschalk's
JOPenny
Macy's
Robinson's-May
Sears
East Hills Mall Mt. Vemon/Oswell/H~ 17~ Reoional 3.4 Miles 410,000 Harris/Go~schalk's
Me~yns
United A~ists Theater
Village East
No~hwest Promenade NW Corner Coffee Rd. & Rosedale H~ Regional 4.$ Mile5 510,577 WaI-Ma~
Bakersfield Plaza 4100-4400 California Avenue Community ~.0 Miles ~13,37~ Circuit City
Krau5e's Sofa Factory
Lono's Dru~s
United A~ists Theatre
Vons SupermaAet
Benton Park ShoppinB Center 2100 South H Street Community ~.7 Miles 125,000 Hancock Textiles
Lucky Discount Supermarket
Rite Aid Pharmacy
Best Plaza Shoppino Center 4400 Mino Avenue Community $.1 Miles 141,055 Pa~y Works
9~ Cent Clearance Centers
APPENDIX A
Page 1 of 6
Builders Square Ming & Stine Rd. Community :3.1 Miles 152,000 None Listed
The Center :32 Pierce Rd. Community 1.8 Miles 2.57,964 Costco
HomeBase
Office Depot
East Hills Plaza NWC Bernard & New Market Way Community :3.2 Miles 2.56,000 Mac Frugal's
Vons Supermarket
Wal-Mart
East Hills Village Circulation Rd. & Oswell Street Community :3.4 Miles 245,000 Wal-Mart
Kmart Shopping Center S. Real & Wilson Rds. Community :3.1 Miles 124,000 Kmart
The Marketplace 9000 Ming Community 5.5 Miles 294,000 Edwards Theatre
Vons Supermarket
Meadows Field Mall Cottonwood Rd. & California Avenue Community 225,000 Discount Store
Montgomery Ward Shopping 32nd & F St. Community 1.3 Miles 200,000 Montgomery Wards
Center
Olive Drive Town Center SEC Olive Drive & Roberts Lane Community 3.3 Miles 154,262 Floyd's Hardware
Lucky Discount Supermarket
PayLess Drug
Riverlakes Village 4420-4580 Coffee Rd. Community 4.7 Miles 119,226 Long's Drugs
Vons Supermarket
APPENDIX A
Page 2 of 6
Rosedale Plaza Shopping Rosedale Hwy & Hwy 99 Community 2.0 Miles 143,585 Ralph's Grocery
Center
Rosedale Village Shopping Centerle Hwy & Calloway Drive Community 5.5 Miles 127,529 Kmart
Center PayLess Drug
Say-Mart Supermarket
Stine-White Towne Centre Stine Rd & White Lane Community 4.4 Miles 110,000 Builders Emporium
Lucky Discount Supermarket
Stockdale Town Center Stine Rd. & Planz Rd. Community 4.0 Miles 165,000 Long's Drugs
Vons Supermarket
Stockdale Village NWC Stockdale Hwy & California Ave. Community 3.0 Miles 132,000 AMC Theaters
Long's Drugs
Office Depot
Olcott's
Save Mart
Town & Country Village NWC Stockdale Hwy & Coffee Rd. Community 4.5 Miles 175,000 Action Sports
Albertson's
Long's Drugs
Trader Joe's
Village at the Oaks White Lane & Gosford Rd. Community 5.8 Miles 125,905 Albertson's
Payless Drug
Vons Center White Land & Hughes Community 104,625 Vons Supermarket
APPENDIX A
Page 3 of 6
Wal-Mart Shopping Center NE Corner Hughes & White Lane Community 3.9 Miles 125,584 Wal-Mart
White Lane Plaza SEC White Lane & South H Street Community 3.8 Miles 112,000 Long's Drugs
Pavilions Supermarket
Payless Shoesource
Bakersfield Center Mount Vernon & Columbus Neighborhood 2.7 Miles 89,000 Albertson's
Barnes & Noble Plaza 4001 California Avenue ' Neighborhood 2.1 Miles 51,120 Barnes & Noble Superstore
CompUSA
Brundage Square 2207 Brundage Lane Neighborhood 67,853 Alpha Beta
California & Oak Shopping NE Corner California Avenue & Oak Neighborhood 1.4 Miles 23,636 None listed
Center Avenue
Center Market Shopping Center 10595 Rosedale Hwy. Neighborhood None None liSted
listed
Chester Loop Center N. Chester & China Grade Loop Neighborhood 3.8 Miles 94,785 Safeway
Colonial Square New Stine Rd. & Ming Avenue. Neighborhood 3.5 Miles 41,854 Central Savings & Loan
Country Club Plaza Oswell & Columbus Streets Neighborhood 4.0 Miles 86,000 Alpha Beta
The Crossroads NE Corner White & Ashe Rd. Neighborhood 5.1 Miles None None listed
listed
APPENDIX A
Page 4 of 6
Disco Market Shoppin9 Center 351 $ Mt. Vernon Neighborhood 3.5 Miles None None listed
listed
EastHills Pavilion Circulation Rd. & Oswell Street Neighborhood $.4 Miles $7,~)13 Well Fargo
East Hills Shoppin0 Center ~641 Oswell Street Neighborhood 3.9 Miles 105,918 Payless Dru~
Petsma~
Fountain Plaza Truxton Avenue & Coffee Rd. Nei0hborhood 4.5 Miles ~3,000 None listed
Hillcrest Shoppin~ Center East Niles & Cmstmont Nei0hborhood 3.4 Miles 36,~85 Thrifty Dru0
LaFayette Village Wible Rd. & Wood Street Nei0hborhood 2.3 Miles ~3,101 Karaoke Bar & Grill
The Tux Shop
Laurelglen Plaza SWC Ashe Rd. & Min0 Avenue Nei0hborhood 4.3 Miles 46,000 Vons Supermarket
Orchard Supply Hardware
Rite Aid Pharmacy
Min~ Plaza Min9 Avenue & Akers Rd. Neighborhood 3.1 Miles None Biz-Ma~ Office Products
listed House of Fabric
Ross Dress of Less
Niles Center Niles & Shalimar Nei0hborhood 4.5 Miles 83,657 Builders Emporium
Gold's Gym
No~hrid~e Plaza Fai~ax & Auburn Nei0hborhood 5.1 Miles 3~,724 Circle K Market
Oildale 8hoppin0 Center AirpoA & Olive Drive Neighborhood 3.0 Miles 60,000 Radio Shack
APPENDIX A
Page 5 of 6
Sagebrush Center Columbus & Haley Neighborhood $.~ Miles 7'0,400 None listed
Sagepointe Shopping Center SEC Min~ Av. & Ashe Fid. Nei0hborhood 4.3 Miles 7'8,000 None listed
Stockdale Fashion Plaza 48~$ Stockdale Hwy Neighborhood 3.8 Miles $~,000 None listed
Stockdale West 5404-5498 California Ave. Neighborhood 1.9 Miles 4~,358 None listed
Valley Square $hoppin~ Center 27~0 Ming Ave. Neighborhood ~.5 Miles 45,$00 Michael's
Valley Village Shopping Center Ming Ave. & Fieal Fid. Neighborhood ~.9 Miles 80,004 Oshman's Sporting Goods
The Village Center Brundage Lane & A Street Neighborhood `1.5 Miles 10,000 None listed
Wilson Wible Center Wilson Fid. & Wible Fid. Neighborhood 3.0 Miles `14,'11,5 Baby U.S.A.
Fidelity Financial Services
Timberline Furniture
Vons Supermarket
Source: National Fiesearch Bureau, Shoppin~ Center Directory & GFiC Associates, Inc.
APPENDIX A
Page 6 of 6
APPENDIX B - LIST OF TENANTS LOCATED IN SOUTHERN
CALIFORNIA ENTERTAINMENT DISTRICTS
Bakersfield Downtown Economic Development Study
Appendix B
List of Tenants Located in
Southern California Entertainment Shopping Districts
Anchors:
AMC Theater Chews Mexican Restaurant
American Wilderness Experience Cinnabon
Bed, Bath, & Beyond Chili's
Borders Books Claim Jumper
Burlington Coat Coco's
Crate & Barrel Cool Planet
Dave & Busters Corner Bakery
Edwards Theater Coyote Caf~
Game Works Studio Cozymel's
Group USA Crawdaddy's
Iworks Crocodile Cafe
Linen & Things Cucina!
Marshalls Everything Yogurt
Mikasa Fox & Bean Bristo
Sports Authority Fuddruckers
Sports Chalet Gordon Biersch Brewing Co.
Sportsmart Graziano's Pizza
T.J. Maxx Hooters
Totally for Kids Hot Dog On A Stick
Virgin Megastore IL Pornaio
Jamba Juice
Jody Maroni's
Restaurants & Food Jolly Roger
Acapulo Restaurant Johnny Rockets
Alcatraz Brewing Co. Left At Albuquerque
Anthony's Fish Grotto Marie Callender's
Applebee's Market Broiler
Auntie Anne's Mimi's Caf~
Balducci's Trattoria Monterey Bay Canners
Banana Juice Bar Napa Valley Grille
Ben & Jerry's NY Uppercrust Pizza
Benihana Old Spaghetti Factory
Bertolini's On The Border Mexican Restaurant
Blue Mesa Grill Outback Steakhouse
Bon Bon Piatti
Bradley's Brewery Pick Up Stix
Bruegger's Bagel Bakery Pinnacle Peak Steakhouse
Buffalo's Caf~ Potatoes Potatoes
Caf~ Galileo Quizno's
Caf6 Tu Tu Tango Ragin' Cajun Caf~
California Caf~ Bar & Grill Rainforest Caf~
California Pizza Kitchen Ranch One
Carlos Murphy's Red Robin Grill
Neighborhood Pizza
Castaways
Richie's
Cattle Company Rocky Mountain Chocolate
Cheesecake Factory Romano's Macaroni Grill
APPENDIX B
Page 1 of 4
'1
Ron Jon Caf6 Camelot Music
Rubio's Baja Grill Car-lene Research
Rubio's Restaurant Carter's Factory Outlet
Diner Casual Male & Tall
Ruby's
Big
Sabatino's Sausage Co. & Deli Claire's Boutique
Sloppy Joe's Coda
Starbucks Cohiba
Stuart Anderson's Black Angus Colors, Cuts, & Perms
Stufy Pizza Colours & Scents
Sweetriver Saloon Company of Nuts
Sweets From Heaven Converse
Tacone Wraps Corning Revere Factory
T.G.I Friday's Country Clutter
Tony Roma's Crabtree & Evelyn
Twin Dragon Creative Time
Velvet Grill & Creamery Crazy Shirts
Wezel's Pretzels Crazy Shirts II
Wolfgang Puck Crbme de la Crbme
94th Aero Squadron C.R. Jewelers Outlet
Crystal Palace
The Cutting Edge
Apparel & Specialty Merchants Dara Michele
5-7-9 Day Runner
A & Y Leather Designer Fragrances
Afterthoughts Discover Nature
All That Jazz Dockers Outlet
All That's Natural Dress Barn
All Tied Up Dress Barn Woman
American Outpost Earthbound Trading
American Tourister Easel NYC
American Wilderness Zoo & Aquarium Edison Menswear
Anchor Blue Clothing Company Electronic Boutique
Colors, Cuts, Perms Brand Shoes
Angles
Factory
Ann Taylor Loft Famous Brands Housewares Outlet
Athlete's Foot Famous Footwear
Atomic Garage Fantasy World of Toys
Babbages Fila
Baby Guess? Flag Shop
Banister Shoe Outlet Florsheim Factory Outlet
Barnes & Noble Bookstore Foot Locker Outlet
Beauty Express Footquarters
Benetton Foozies
Big Dog Sportswear Fragrance Outlet
Big Entertainment Frames Galore
Black & Decker Frederick's of Hollywood
Black Market Mineral Gap Outlet
BlockbusterNirgin Retail Gloria Jeans Coffee Bean
Boston Traders Glow!
Britches of Georgetowne GNC
Bugle Boy Factory Store Guess?
California Luggage Outlet Guess? Kids
APPENDIX B
Page 2 of 4
Haagen-Dazs Pewter by Ricker
Haberdashery Planet Beauty
Health Rider Pottery Barn
Homestyle Prestige Fragrance
Outlet
Hot & Cold Sports Pro Image
Hugo Boss Outlet Puzzle Zoo
Hush Puppy Shoes R & R Tobacco
Imaginarium Red Eye
Imposters Remington Shavers & Knives
I S Interstate Restoration Hardware
J. Riggins ' Richard's Luggage
Just for Feet Ritz Camera
Just Sports Robert Wayne Footwear
Kidsmart Rocky Mountain Chocolate Factory
Las Vegas Jewelers Roma Outlet
Laura Ashley Rubbermaid Store
Leather Loft Safari Animal Collection
Leathermode Samsonite
Leed's Sanrio Surprises
Leggs Hanes Bali Saving Time
Let's Talk Cellular Say So
Levi's Outlet by Most Scent of Things
Little Angels S.C.R.U.B.S
London Fog Sega City
Magic Max & Fun Shop Shoe Pavilion
Magic Shop and Southpaw Sirens
Magnetic Attraction Skechers
Magnet Max Spectacular Shades
Maidenform Spencer Gifts
Main Street Outlet Sterling Optical
Maraolo Sunglass Hut Fashion
Mass Apparel Sunglass Hut Outlet
Master Cuts Sunglass Hut Sport
Miner's Gems Sun's Up
Mrs Fields Cookies Sweet Factory
Mulligan's Golf Gear Tag Rag
Museum Company Taxco Sterling
Musicland The Hat Company
Natural Wonders The Money Man
Nine West Tic Time Outlet
No Fear Tilly's
Old Navy Clothing Company Top Dawg
O' My Soul Toy's International
Only in USA Trends
OshKosh B'Gosh Ultra Jewelers
Outdoor Outfitters Ultrahouse
Outdoors Urban Ouffitter's
Pacific Sunwear Vans
Paper Secret
Outlet
Victoria's
Perfumania Vitamin World
Perfumania Plus Walden Book
~PP£NDIX B
Page 3 of 4
Walking Company
Warner Bros. Studio Store
Watches for Less
Watch Works
Welcome Home
Westport Woman
White House
Whimsical Collections
Why Tie a Knot
Wild Pair
William-Sonoma
Wilson's Leather Outlet
Windsor Fashions
World of Flags
Zap
Zap! Create Your Own Cap
Z Gallerie
APPENDIX B
Page 4 of 4
APPENDIX C - SAMPLE OF BUSINESSES LOCATED IN A
DOWNTOWN AREA
Bakersfield Downtown Economic Development Study
01 - WOMEN'S APPAREl. 04 - SHOE STORES '~'" ·
Um~ud F. xpress ~ ~juera St Charles Shoes ~7 Hi ~9~** St
V',.-'todas Secret 858 Hig~era St Roxannes Birkenstock Foolwear 670 I-Ej~em St
Arms 695 Monterey St La Scarpa " 861 Monterey St
Everyones Favodte Week,rig Ctr 749 Higuem St
Just Up Your Nley 746 Higuera St 05 - VARIETY STORES
Dance Shop 1019 Morro St San Luis Variety 1135 Chono St
SIC
Swim
Cho~o
Desmonds 741 Higuera St Bottys Fabrics Inc 539 Idamh St
Spin Era 5'm H~guem St
New Moon 1021 Morro St Active Businesses For Type07=
Pros 864 Higuem St
Umitud Express 887 Higuera St 09 - DISCOUNT DEFT STORES
Active Businesses For Type 01 = 12 Brindles 1032 St
02- MEN'S APPAREL 10- NEWSPAPER STANDS
Structures 899 Higuem St Mission News 1030 Chorro St
Patrick James 641 Higuera St 11 - ART/GIFT/NOVELTY STORES
Straight Down Clothing Company 718 Higuera St
Pattea A Torrence 1124'Garden St Sub Comics 785 Mamh St
Active Businesses For Type 02 = 3
Cheap
Thrills
Records
Higuera
Caplian Nemo Comics 779 Marsh St
03- FAMILY APPAREL Hands Gallery 777 Higuera St
Ross Dress For Less 868 Higuera St Country Classics 649 Monterey St
Gap 879 Higuera St Posies 741 HigUera St
Timber Bay 767 Higuem St Nicoles 715 Higuem St
Moondoggies Boach Club 868 Monterey St Bridge Street House 956 Higuera St
John,sons For Chgdren 837 Monterey St Plaza Gallery 746 Higuera St
Fanny Wrappers Ungede 799 Higuera St Foghorns 782 Higuera St
Mr Michaels 746 Higuem Box Works 778 Higuera
Cloud 9 733 Higuera St Time & Treasures 746 Higuera St
Sports Forum 710 Higuera David Edwin Smith Etal 862 Higuem St
Envy 856 Higuem St Bali Isle Imports 1037 Chorm St
Julias Uniform Center 647 Higuera St Stamp I.uis Obispo 1036 Chorro St
Him B Nesta 777 Higuera St Umboko 779 Higuera St
Jo Anns 1023 Morro St Rustic Romance 1129 Garden St
Julias Uniform Center 647 Higuera St Cottage 1137 Garden St
Gardeners
Wushu Tal Chi Center 967 {~)Sos Treasures & Pleasures 986 Chono
Timber Bay 767 Higuera St Sen Luis Obiapo Chitdrens Museum 1010 Nipomo St
Ah Louis Store 800 Palm St
'nmber
Bay
Higuera
St
Huebner Enterprises Inc 770 Higuera St Sub Corporation Ltd 785 Marsh St
Active Businesses For Type 03 = 14 Penelopes 715 Higuera St
N Chon 779 Higuera St
Posies 1022 Morro St
Rustic 'Romance 1129 Garden St
F~m Name Business Address
....... Iqm~ Name . ~ ~
11 - A~~OV~ $~RES C~ 16' ~A~ONERY~K ~OR~ ~n~
~ ~9 H~ ~
~e ~ ~ 712 Hi~ ~ M~ ~es ~ 1] ~ C~ ~
Na~
~ ~_~s ~ T~ 11= ~ ~ 787Hi~
P~ ~ ~ Mmt~ ~
12-SP~~ ~R~ ~.":,~ ~ ~Ed~ 11~~
C~ C~ ~ 7~ Hi~m ~ T~ O~i~ ~8 ~
C~ ~ Higuem ~ ~n Re~ ~rafion ~ Mo~ ~
~ ~ ~7 M~h ~ P~ ~et 11~ ~ ~
~ S~ ~m Ra~ ~Hi~ ~ ~ ~es ~ T~ 16=
~ ~ ~ ~e~ ~ 17 - J~LRY ~OR~
C~ S~ ~ Hi.em ~
M~ ~ ~ ~ St Ser~e~ We~ ~1 Mont~ ~
~ld C~ 674 Hi.em
T~ W~ ~ Hi.em St
~1~ S~ng G~ 666 ~t~ ~ G~d Co~ 7~ Hi.em
SIo Cus~m ~ 11~ S~ta R~ St ~nsen Jew~e= ~ Hi~ St
Cent~ ~t Su~ Inc ~ ~ M~h~ls Jewele~ 751 Hig~m St
Co~ 6~ Hi~ St ~re~ J~ele~ 720 Hi.em St
H~ilt~ Estate Jewei~ 1118 Galen St
Spo~ S~e 898 Hig~ St ~ner W~ Sh~ 11~ Mo~ St
T~nb Wam~e ~8 Hi.em St
~ B~es ~ T~ 12 = I0 Galen Stre~ Go~miths 1114 G=den St
Yeats J~e= 10~ Chub St
13 - ~ORIST SHO~ Gold C~ I~ 674 Hi.em St
~ S ~o~st 1116 ~ St ~ive Busi~es F~ T~e 17 = 9
~n ~r ~owe= 1~1 ~em St 18 OFFICE SUPPUE~URN~RE
Gr~e~ Doubt 670 Hi~m St
Open Air Fiowe~ 1~1 H~m C~muni~ns Gr~ ~ Mo~ St
A~ ~ F~ T~e 13 = 3 ~ing Edu~fi~ 1127 ~en St
SIo Biz 1075 C~ St
14 - PHOTOG~PHIC EQUIPME~ A~e B~ne~es F~ T~e 18 = 3
Ji~ C~ C~ 7~ Hi.em St 19 - SPEC~L~ ~ORES
C~ P~to 958 Hi.em St
A~ B~i~ Fw T~ 14 = 2 ~ws ~bby Cent~ ~5 M~ ~
~ Ohs 876 Higu~
15- MU~C ~OR~ P~ ~ 8~ Monte~ ~
B~ ~ R~ 976 Mmterey ~ Bath & ~ Wo~ ~2 Higuem ~
B~ ~o R~ 978 ~nte~Y St Toms To~ & ~by Fumi~m 682 Higuem St
A~o E~t~ 786 Hi.em St Galen ~tani~ 8~ Higuem St
Liquid Mus~ ~0 Hi~ St Tom Uel Beau~ Sup~ 720 M=sh St
Au~ ~ Conce~ 728 ~ ~ S~s H~ 682 Hi.em St
Uq~d Music ~0 Hi.em St SunUps H~ ~8 Higu~
~e Busine~es For T~ 15 = 4 Poster Ma~ 5~ Hi.em St
Just L~ng Galle~ 7~ Higuem St
16 - STA~ONERY~K STORES Pampered Pets 595 Ma~h St
8~ M~h St Ma~ A~ Se~es ~9 Ma~h St
~es
&
N~le
U~on ~ce P~u~ 7~ H~em St H~e Video 667 Marsh St
P~ble 883 Marsh St Johnson A~ & F~ing Studio ~7 Ua~h St
'1
I lg-SPEClALTYSTORESContinued · · 24-FASTFO~'~' ~'.
Unique Beads 1037 Chono St Taco Bell 1017 Monterey St
i Hempshak 844 Mmtemy St Uptown Espresso & Bakery 1065 Higuere
San Luis Obispo Nt Assn G~ery 1010 Broad St Louisas Piace g64 Higuera St
,I Nary E RanelletlJ 1112 Garden St FoYer Freeze 5gO Marsh
!
~i Gleve~ g64 Chono St Pizza Solo 891 Higuera St
Make It Big 778 Higuera St Unnaeas Coffee House 1110 Garden St
_.~ Telephone Gallery 1023 Broad St Tacos Acapulco Restauran! 1131 Broad St
!
Ame Nybak 793 Higuera St Ben & Jenys Of California Inc 892 Ma~h St
Romanza g40 Chono St Counl~y Culture Yogurt 746 Higuera St
i Daniel Sweet Design 738 Higuera St Mabuhay 1023 Monterey St
Michaels Oplk:al 719 Higuera Country Culture Yogu~l Heallh Bar 746 Higuera St
Ct'Ii Chompers 862 Higuera St Koffee Klatsch 778 Higuere St
SIkjers OplJcal San Luis Obispo 781 Higuera St Sta~oucks Coffee Co 620 883 Higuera
I Fyecare Senace Plan Inc 1239 Osos St Bagel Basement 673 St
Higuera
AIIoccos Food Products 1141 Chorro Boston Bagel Co 1127 Broad St
Rips Value Vlsion Centers 842 Menterey SI San Luis ObJspo Donuts 1057 Monterey St
I ~:1 Valliwide Bank 553 Higuera St Chiel Running Dog 770 Higuera St
I I
Burriss Saddlep/ 1033 Chorro St Blazing Blenders 1108 Broad St
Pampered Pets 595 Marsh St Juice Club 102 890 Marsh St
I Toy Wodd Inc 971 Higuera St SIo Perk 1028 Chorro St
Capellis Skin Cellar 1130 Garden St Tacos Acapulco Rest Cantina 1121 Broad St
Nancy Annes 1028 Chorro St Coffee Merchant 1065 Higuera St
I Active Businesses For Type 19 = 29 Blazing Blenders 1108 Broad St
· 21 - FOOD STORES NON-GROCERY Chief Running Dog 770 Higuere St
OI Burro Wagon 1024 Nipomo St
I Foods For The Family 570 Higuera St Art Of Sandwich 717 Higuera St
Caffe Brio 690 Higuera St Active Businesses For Type 24 = 19
Old Country Deli 600 Marsh St
Rudelphs Coffee & Tea Company 670 Higuera St 25 - CANDY/NUT STORES
I Aquilone Cook & Worstall Inc 717 Higuera St Rocky Mountain Chocolate Factory 848 Higuera St
Monterey Street Espresso 980 Monterey St 26 - CIGAR STORES
Nothing Bul The Best 1117 Chorro St
I i..j~ Cowboy Cookies N Grub 1035 Chorro St Unearthly Endeavors 790 Marsh St
II
Hungry Bear Inc 778 Higuere St Sanctuary Tobacco Shop 1111 Chorro St
House Of Bread Inc 858 Higuere St Unearthly Endeavors 790 Marsh St
i Unearthly Endeavors 790 Marsh St
Active Businesses For Type 2! = 8 Active Businesses For Type 26 = 3
22 - PACKAGE UQUOR STORES 27 - DRUG STORES
i Sandys Liquor 586 Higuera St
Slo Brew Holding Company Mc 1108 Garden St Longs Drugs 717 Marsh SI
Central Coast Wines 712 Higuera St 28 - NON-STORE RETAILERS
i Active 8usinesses For Type 22 = 2 Save On Computer Products 742 Marsh St
Terratech Supply 778 Marsh St
Guayaki Herbal Products 778 Marsh St
i Kathleen Leitcher Vargas 642 Monterey St
'1
Fin~ Name Bu~nes~ Address' F*~m Name Busines~ Address
I 29- NON-STORE RETAILERS Continued.. i * .'~-! 30- HOME FURNISHINGS Conlinued
Genera~ons An~ues & Cellec~ ~ PaleSt . Edgeware Cu~ery Inc 733 Higuera SI
i Natural Flavors 570 Higuera St Ye Olde Sweet Shoppe 852 Higuem St
Zspofts 1234 Broad St Fast Frame 193 1115 Santa Rosa St
Active ~s For Type 28 = 4 Bay Osos Window Coverings 1124 Nipomo st
I 29 - PART TIME: i~ER~ ** Cha4es Ba~ Maonnan Etel 863 Palm St
: *.-' Kitchen Shop 670 Higuem St
Michael Anthony Mego 956 Chorro St Bay Osos Window Designs 1124 Nipomo
Photo Shop 1027 Mamh St Framery 1019 Broad St
I Candy Cane Lane Tree Lot 581 Higuera St 733 St
Edgeware
Cutlery
Inc
Higuem
Div 5 Inc 1100 Monterey SI Fordens 857 Monterey St
Unda Rose Coronel 647 Higuem St V'~lodes Then & Again 950 Chorro St
I San I.uis Obispo Cnty Hist Society 696 Monterey St Treasure Island 645 I-liguera St
Rt Or Fat System 1126 Morro St Gary James Frm'berg 1304 Garden St
Self Clothing 570 Higuem Active Businesses For Type 30 = 17
I Lynda Schroeder 560 Higuera St
Sn Luis Obisp Intnl Fim Fstvl Inc 817 Palm St 32 - SECOND-HAND STORES
Santa Lucia Chapter Sierra Club 738 Higuem St Decades 785 Higuefa St
-M M G Sports Supplements 710 Higuem ' Full Circle 888 Monterey St
Bob Young Illustration 849 Monterey St Nearty New Fumiture 1301 Broad st
Peggy Mesler Photographer 1027 Marsh St Finders Keepers 1124 Garden St
San Luis Obispo Cnty Lnd Conserv 743 Pacific St Second Time Around 577 Marsh St
I Antiques 863 Palm St Round Robin Childrens Outfitters 570 Higuera
Johnson
Arts
&
Netsurfer Systems Cirrus Network 787 Higuera St May Ellen Giebler 1022 Morro St
Womens Resource Center 941 Chorro St Goodwill Industries Sc Mty SIo Co 712 Marsh St
I San Luis Obispo Infl Rm Fest Inc 888 Marsh St 8
Active
Businesses
For
Type
· * Special Olympics So Cai 1035 Monterey St
Slo Glo 1075 Court St 33 - GROCERY STORES BEER/WINE
I Habitat For Humanity SIo County 1013 Monterey St 7 Eleven 692 Marsh St
Chief Running Dog Ii 717 Marsh St 7 Eleven Food Stores 1108 Monterey
Andreini Surlt)oards 1008 Palm St 7 Eleven Food Stores 692 Marsh St
I Gilbert Reed Ballet 679 Monterey St Pasta Mercato Inc 778 Higuera St _
Octal Plus 570 Higuera St Muzios Grocery 870 Monterey St
Active Businesses For Type 29 = 17 7 Eleven 692 Marsh St
I 7 Eleven Food Store 692 Marsh St
~.* 30 - HOME FURNISHINGS Guss Grocery 778 Higuem St
Davidsons 669 Higuera St Active Businesses For Type 33 = 5
Meddian Furnishings 952 Higuera St
I Pier 1 35- RESTAURANTS BEER AND WINE
Imports
Monterey
Fordens 857 Monterey st Firestone Gdll 1001 Higuera St
Pier I Imports 848 Monterey Woodstocks Pizza Parlor 1000 Higuera St
I San Luis Traditions Big Sky Cafe 1121 Broad St
748
Marsh
St
Beckets Draperies 579 Marsh St Slo Brewing Co 1119 Garden St
Habitat Home & Garden 777 Marsh St Fresh Choice 876 Marsh
I Old World Linns Fruit Bin 1141 Chono St
Rugs
1021
Broad
St
Luna Rustica 1127 Broad St Angelos Italian Restaurant 969 Monterey St
Paradeisos 1050 Broad St Madisons Neighborhood Gdll 998 Monterey St
!
35- ~A~'BEER ~ WINE ~nUed 41- GARDEN SUPPLIES
Buona Tavola 1037 Monterey St San Luis Nursery 560 Higuera St
Rhythm 1040 Broad St 52- PLUMBINGA~LE~AL sUppLIES.
Cafe
Golden China 1085 Higuere St
Mondeo 893 H]guem Ink Spot 1120 Gen:len SI
China Bowl And Kyeto Restaurant 685 Higuem St 61 - AUTOMOTIVE SUPPLY STORES
Thai Palace Restaurant 1015 Coup1 St
Kragen
Auto
Works
675
Mmsh
~gina~ Spikes 570 Higuem St Discount Auto Supply 64O Mmsh St
impe~al China Restaurant' 667 Ida~h St B~lgeatme Firestone inc 1001 Higuera St ..
Golden China Restaurant 675 ~ St Active Bus/nesses For 61 3
Type
Thai Classic Reetauranl 1011 Higuma St
Palindromes 861 Palm 62 - SERVICE STATIONS
Copa Beach 1009 Monterey St San Luis Downtown She# 1101 Monterey st
Forum On Marsh Inc 751 Marsh St San Luis Downtown Shell 1101 Monterey St
Courthouse Cafeteria 1050 Monterey St A~ve Bus/nesses For Type 62 = I
O;iginal Spies 570 Higuera St 66 - BOATS/MOTORCYCLES
Mee Heng Low 815 Palm St
Simply Shdmp 570 Higuera St SIo Works 664 Marsh St
Cheese And Wine Market 1127 Broad St 71 - AUTO REPAIR SHOPS
Monkey Bar 956 Monterey St Villa Automotive 1234 Broad St
Vioni Vai 690 Higuera St Johns Auto Clinic 1095 Marsh St
Michael S Delicatessen Restaurant 976 Osos St Super Muffler 565 Higuera SI
Michaels Delicatessen Restaurant 758 l-liguera St Sunset North Car Wash 1023 Marsh St
Michaels Derlcatessen Restaurant 976 Osos St Active Businesses For Type 71 = 4
Thai Palace Restaurant 1015 Court St
Osos Street Subs 1060 Osos St 72 - REPAIR SHOPS
Thai Classic Restaurant 1011 Higuera St Blue Note Music 570 Higuera
Angelos Italian Restaurant 969 Monterey St Slo Lease Inc 746 Higuera St
Thai Palace Restaurant 1015 Court St Clean Water Outlet 641 Higuera St
Handcksons 975 Osos St Pacific Laser Products 560 Higuera St
Thai Palace Restaurant 1015 Court SI Amer Exprs Finendal Advisors Inc 1012 Padfic St
Active Businesses For Type 35 = 26 Caltec Computer Solutions 560 Higuera St
Active Businesses For Type 72 = 5
36 - RESTAURANTS UOUOR
F Mclintocks Saloon 686 Higuera St 73 - PORTRAIT STUDIOS
Hudsons Grill 1005 Monterey St Photography 101 842 Monterey St
Mothers Tavern 725 Higuera St Photography By Lam/Jamison 762 Higuera St
Tortilla Rats Express 1051 Nipomo St Active Businesses For Type 73 = 2
Mc Carthys 1019 Court St 75 - HOTELS-EQUOR
Bulls 1032 Chorm St Garden Street Inn 1212 Garden St
J P Andrews Restaurant 998 Monterey St
Mangos 1023 Chorro SI
Beaus Cafe And Tea Room 699 Higuera St
Ac~'ve Businesses For Type 36 = 7
83 - OFFICE EQUIPMENT
Takken?. ~Shoe R.?air_' · 668 Marsh St Paging Set, ce Pagers 1001 Higuera St
Reis Chapel -...~ 991 Nipomo St Stress~sters 963 Monterey St
79- PERSO~.~-NO LIQUOR! '" ~ R Steed D C 547 Ma~ St
I Downtown C, en~m C'men~a' 888 Marsh St Swiss Dental Implants 567 Marsh St
Atmospheres 737 Higuera St Act/ye Bus/nasses For Type ~4 =
Costume Capers 984 Chorm St 85 - PUBLIC UTILmES/I'RANS.
· Elements Sabn 672 Higue~a St $outhem Caiifomia Gas Co 883 Marsh St
· Edwards Cinemas ~lJm 1025 Id~n. la .m.y.~ Coast Valley Div 894 Monterey St
Edwards Cinemas 1025 Monterey St Act/ye Bus/nesses For Type ~ = 2
I Capellis Salon & Boutique 1130 Garden S~
Blade Runner 963 Monterey 86 - ELECTRICAL EQUIPMENT
Silk Rose 1021 Higuera St SIo Cellular 733 Marsh St
I Supercuts 1001 Higuera St 87 GOVERNMENT/SOCIAL ORG.
Peler. Sterios Designer 971 Osos St
Palm Theatre 817 Palm St C. aiif Polytechnic St Univ Fndtn 959 Higuera St
· Old Mission Religious ~s Sir 782 Monlerey St
-I Kennedy Nautilus 1050 Osos St County Of San Luis Ol3ispo -Courthouse #300
II
A~udes Salon 641 Higuera Mozart Festival Association 1035 Marsh SI
City San Luis Obispo 536 Marsh St Central Coast Cntl Off Intergroup 1125 Garden St
I City San Luis Obispo 1108 Garden St
Changes Beauty Salon 1228 Broad St Civic Ballet 654 Higuera St
Christian Science Reading Room 1123 Garden St
Spot 560 Higuera
Adobe Gardens Day Spa 970 Chorro St San Luis Obispo Chamber Commerce1039 C, horro St
I Act/ye Businesses For Type 87 =
Affair
1
O75
St
J C Consulting 697 Higuera St 89 - BUSINESS SERVICES
i Feathers 578 Marsh St Kinkos 894 Monterey St
Annas 641 Higuera Wells Fargo Bank 665 Marsh St
V',~lage Barber Shop 778 Marsh St Ed Taylor S Baseball Dreams 982 Monterey St
Nail Buff 774 Marsh St First Bank Of San Luis Obispo 995 Higuere St
I Joyce G Rabb 720 Marsh St
Pierre
Rademaker
Design
738
Higuera
Tom Idel Beauty Supply 720 Idarsh St Union Bank Of Caiifomia N A 1144 Morro St
Simply Skin 697 Higuera American Savings Bank Fa 1235 Chorm St
t Nails By Donna 578 Marsh St Heritage Oaks Bank 1135 Santa Rosa St
Bliss Body Spa 970 Chon'o St Kinkos 894 Monterey St
SIo Haiqx)rt 793 Higuera St Mission Community Bank Natl Assoc 581 Higuera St
I Act/ye Bus/nesses For Type 79 = 27 Mustang Technology Inc 778 Marsh
82 - CONTRACTORS Ashmore & Associates 774 Marsh St
Advanced Paging 1001 Higuera St Tas Comm 705 Higuera St
I Bank Of America Nt & Sa 11 44 Morro St
Ensr
Corporalion
1
01
2
Pacific
St
Specialty Stone 1009 Morro St Norwest Financial Calif Inc 942 Chon'o St
,~ct/ve Bus/nesses For Type ~2 = 2 Great Western Bank 1235 Chorro St
I Act/ye Businesses For Type 89 = 11
I
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I
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GRC Associates, Inc.
1340 Valley Vista Drive
Suite 120 I
r~ Diamond Bar, CA 91765
· ~ Tel: (909) 396-7714 Fax: (909) 396-7913
~ E-Mail: grcassoc @ ear thlink.net
I'