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Home My WebLink About02/28/03 BAKERSFIELD CITY MANAGER'S OFFICE MEMORANDUM February 28, 2003 TO: Honorable Mayor and City Council FROM: Alan Tandy, City Manager ~7-/c~, /-'~.,s'. SUBJECT: General Information 1. We have been using the term Bakersfield Ice and Aquatic Center as a "place holder" name for the project. Of course, the aquatics fundraising group would like to find a naming rights sponsor for the pool. Other than that possibility, should we just go ahead with the above? We are getting to the point of having to order signs, etc. Please call if you have other preferences. 2. As an update on the aquatic / ice center, the people who are doing the fundraising for the aquatic center have asked us to research a hydraulic depth changing bottom and a stackable depth changing bottom. As a courtesy to them, we are following up with information and working with the designer. The theory is that they would add to their fundraising efforts to deal with the additional costs. Nothing has been agreed to, since we don't know the additional costs. However, the more time that passes, the higher the costs, and the longer the construction delay. One of the ideas was given to us about a month ago, but it has taken awhile to get pricing from the subcontractors. The other idea was given to us this week. 3. Several Councilmembers have expressed concerns regarding the contingency for the ice rink. Normally, contingency for projects is handled by staff in a routine way. Since this is a highly visible project, we will strive to keep Council apprised of the status. We are bringing forward a deduct change order with S.C. Anderson in the approximate amount of $175,000 to $200,000, which will provide a contingency account for the project. The items deducted are for minor things, such as changing the rubber matting manufacturer and, in no way, will detract from the quality of the project. 4. There is a need to replaster the Silver Creek park pool, so staff will be placing an item on the next Council agenda to transfer savings available due to reductions in the use of temporary employees in the Recreation and Parks operating budget to a Capital Improvement project to make the needed repairs. Honorable Mayor and City Council February 28, 2003 Page 2 5. Attached is a memo from the Water Resources Department outlining a proposed water rate increase that is being scheduled for public hearing on May 14th. The proposed monthly fee increase for the readiness-to-serve (standby) charge for a typical household would be $1.05 (4.6%) per month. As proposed, the new rate increase would become effective October 1,2003. 6. An update is enclosed from EDCD regarding the financial assistance that has been offered for potential development projects in the southeast (along the four main commercial corridors where current and future streetscape improvements are planned). To date, nine applicants have submitted initial Statements of Interest. Upon receipt of the Statements of Interest, the applicants received the loan application and the loan guidelines that were reviewed and approved by the Budget and Finance Committee last year. Staff is currently working with two applicants on their projects. 7. This week's articles on the subject of the State budget include: · Los Angeles Times articles from the February 25th and 27th editions; · Report from the California Police Chiefs' Association on their Executive Committee's meeting with Governor Davis; · California Fire Chiefs Association weekly report. In summary, the State officials are going nowhere fast - it's nearly complete "non- progress". 8. We have not been submitting Federal Aviation Administration grant applications for the City airpark for the last few years, because our impression was that it would extend the length of time we had to keep it open as an airpark. Due to the work of the Urban Development Committee this year, we have found out the FAA never intends to release us from the obligation and would want repayment for the land into the indefinite future. The bottom line is that we might as well apply for maintenance money. The request will come before you at a March meeting. 9. Unlike many other cities in the country, we continue to enjoy a reasonably healthy local economy. The enclosed article taken from the Newport News in Virginia states that Bakersfield department stores had the second largest gain of any metropolitan market in the United States during 2002. That is only slightly good news, because the gain was only a modest 0.1 increase in sales. However, it is better than the significant retail losses being experienced in other metropolitan areas. 10. If you are interested in seeing the new offices now occupied by EDCD and Recreation and Parks, Start Ford and Donna Kunz will be conducting tours on Wednesday, March 5th from 5:00 to 6:00 p.m. The address is 900 Truxtun Avenue, Honorable Mayor and City Council February 28, 2003 Page 3 and there will be ample parking located behind the building in the parking lot on East 17th Street. Please see the enclosed invitation. The employees appreciate the new environment and, on their behalf, I thank you. 11. We have received many requests to annex and provide services outside the Sphere of Influence. We are working with Lafco to amend the SOl. A memo from Development Services summarizing the process and our letter to Lafco is enclosed for your information. 12. Congratulations to the Recreation and Parks staff for their latest awards from the California Park and Recreation Society, Jeff Ellis and Associates, and Tree City USA! A memo from Stan Ford with more details on the various awards is attached. 13. The latest CIP report from Public Works is enclosed for your information. 14. There will be a bulky item waste collection day on Saturday, March 15th. Drop off locations are listed on the attached announcement. 15. A response to a Councilmember request is enclosed: Councilmember Maggard · Information regarding the availability of bi-lingual employees to serve as translators for citizen inquiries. AT:rs cc: Department Heads Pam McCarthy, City Clerk Trudy Slater, Administrative Analyst B A K E R S F I E L D MEMORANDUM TO: Alan Tandy, City Manager ~,, FROM: Gene Bogart, Water Resources r~anager DATE: February 24, 2003 SUBJECT: PROPOSITION 218 DOMESTIC WATER FEE HEARING NOTICE Customers and/or property owners receiving domestic water service from the City of Bakersfield Water system will be mailed a notice of a public hearing to be held on May 14, 2003 to consider a proposed increase in the readiness-to-serve charge. The readiness-to- serve charge for a typical single family residential connection is to be increased by $1.05 per month to a total of $7.95 per month. The readiness-to-serve charge for larger services will be assessed by a service-size ratio relative to a typical residential customer. The added unit quantity charge for water used is not being changed. This service fee change will increase the typical single family residential monthly water bill by 4.6%. The notices will be mailed as inserts in each customers' monthly bill via first class postage, as required by law, beginning March 3, 2003 and completed by March 28, 2003. As of December 31,2002 there were 28,408 metered service connections on the system. In addition there were 328 non-metered "fire service" connections. This totals 28,736 notices that will be sent on the hearing. Of course, the system is adding new connections every day, with between 100 - 150 new customers per month, therefore the actual number of sent notices will be higher. Only the customers and/or property owners of record, as identified by the billing registers for customers of the City of Bakersfield Water System, will receive a notice, since they are the only ones the City is required to provide a notice. In addition, the hearing will be posted in the local general circulation newspaper, which is also required by law. The City of Bakersfield Water Board was apprised of this proposed service charge adjustment at the January 22, 2003 meeting. Attached is a copy of the notice that will be inserted in the customers' bill during the month of March 2003. frc\S:\Prop218MemotoAla nTandy2003 NOTICE OF PUBLIC HEARING '~' ~' BEFORE THE COUNCIL OF THE CITY OF BAKERSFIELD NOTICE IS HEREBY GIVEN that a protest hearing accepting testimony will be held before the Council of the City of Bakersfield on Wednesday, May 14, 2003, 7:00 p.m., or as soon thereafter as the matter may be heard, in the Council Chamber of City Hall, 1501 Truxtun Ave., Bakersfield, CA 93301. The purpose of the hearing is to re- ceive and consider input regarding an increase in the monthly readiness-to- serve charge for domestic water service from the City of Bakersfield. Pursuant to Chapters 14.04, 14.06 and 14.08 of Title 14 of the Bakersfield Municipal Code, the City of Bakersfield Domestic Water System provides residents and cus- tomers a pure, clean and wholesome water supply in quantities and under sufficient pressure for all ordinary and proper uses. Charges for water service are paid directly by property owners and/or occupants through bills rendered monthly. In compliance with Proposition 218, property owners and/or customers of the City of Bakersfield Domestic Water System are hereby informed of a proposed increase in the monthly readiness-to-serve charge on the monthly bill. Your water service is included in this action, and is identified in the accompanying bill enclosed in this mailing. The current readiness-to-serve charge for a typical residential customer is $6.90 per month. The proposed monthly service charge is $7.95, which reflects a total increase of $1.05 per month. The readiness-to-serve charge for larger services will be as- sessed by a service-size ratio relative to a typical residential customer. This charge is calculated based on fixed cost expenditures for the domestic water services that are provided to all customers on the City system. Due to inflation, equipment and facilities replacement and other costs, expenditures have increased 4.6%. This increase is proposed to be effective October 1, 2003. There is no increase in the quantity rate. If you need additional information on the water services provided by the City or on the proposed service fee increase, please contact the Water Resources Department at (661)326-3715. WRITTEN PROTESTS may be filed with the City Clerk at any time prior to the con- clusion of the hearing. If you challenge the action taken on this proposal in court, you may be limited to addressing only those issues raised at the public hearing, or in written correspondence delivered to the City Clerk of the City of Bakersfield prior to the close of the hearing. If protests against the fee increase are made by a, majority of customers and/or property owners on the City of Bakersfield system, the City shall not charge the additional readiness-to-serve fee. Dated: February 27, 2003 City Clerk and Ex Officio Clerk of the Council of the City of Bakersfield Please Conserve Water/. Water Resources Department Domestic Water Division Ashe, Fairhaven and Riverlakes Ranch ServiceAreas General Metered Service Proposed Rates Oct. 1, 2003 Within Fairhaven & City Limits Unincorp- orated Areas Quantity Rates: First 300,000 cu. ff./month $0.56 $0.71 (per 100 cu. ff./month) All over 300,000 cu. ff./month $0.51 $0.65 (per 100 cu. ft./month) Monthly Readiness-To-Serve Charge: 5/8" x 3/4" Service $7.95 $10.33 1" Service $12.11 $15.74 1-1/2" Service $18.47 $24.01 2" Service $25.15 $32.70 3". Service $46.47 $60.41 4" Service $67.55 $87.82 6" Service $121.40 $157.83 8" Service $186.62 $242.60 10" Service $257.23 $334.40 Monthly Private Fire Protection Service Charge: 1-1/2" Connection $7.26 $9.44 2" Connection $9.68 $12.58 3" Connection $14.52 $18.87 4" Connection $19.36 $25.16 6" Connection $29.03 $37.75 8" Connection $38.71 $50.33 10" Connection $48.39 $62.91 12" Connection $58.07 $75.49 · State Senate Slashes $3 Billion Page 1 of 3 1} i ffi Home I Register I Home Delivery I Site Map [ Archives I Print Edition Hi, rksmiley February 25, 2003 ~1E-mait story State Senate Slashes $3 Billion · Careers · The legislators also remove a car tax increase as a condition for the budget cuts. · Cars · Homes By Evan Halper, Times Staff Writer · Rentals · Newspaper Ads Related Stories · Personals SACRAMENTO -- In an effort to revive stalled On State Tax Policy, ~ budget negotiations, the state Senate on Monday Everyone Has a Formula Art, Theater, Night Lifeapproved more than $3 billion in cuts to state for Reform Movies Music, TV, Dinin programs this year and removed a car tax increase February 25, 2003 as a condition for achieving those cuts. Bipartisan Group Presses for Solidarity on Budget National Crisis State But the decision to decouple the car tax from the Local February 25, 2003 White House budget cuts does not mean that drivers will be City Hall spared the expense of an increase in registration TheCourts Columnists fees. Times Poll Town Hall LA. Coverage of Catifornia's Columns Legislative Democrats say they still expect the economic woes, Ronald Brownstein increase, which has been opposed by Gev. Gray Putt Morrison George Skelton Davis, to take effect. They are now relying on Times Headlines Special Reports language in the 4-year-old vehicle license fee law Bush Economic Plan On State Tax Policy, Election 2004 that triggers the increase absent action by Everyone Has a Formula for Homeland Security lawmakers when there are "insufficient funds" in Reform Showdown With Iraq State Budget Crisis the state treasury to cover the rebates drivers have In 14th District, It's All About Resources been getting since 1999. Pothole Politics Politics Sites Gov't Sites State Senate Slashes $3 Supreme Court Info. If the higher fees are imposed, either by legislative Billion Letters to the Editor action or reliance on the 1999 language, drivers in City, World Issues Compete for Play in 4th District The World California can expect to pay, on average, $136 a Council Race The Nation year more, starting this year. California / Local Memo Sought Millions in Business Donations in Deal for Politics In political terms, the latest interpretation is an Candidacy sports attractive prospect for officials who are eager to more > Technology Travel use money from the fees to plug a 17-month Editorials, Op-Ed budget gap estimated at $26 billion to $35 billion, suesc~eE to ~he Sections but are wary of casting a vote to hike it. to, Angeles Ti~ Arts & Entertainment ~':~ : chck here Books Chess Columns Raising the tax offers an alternative to the original Education plan Davis proposed, which involved ending the Food Health $4-billion-a-year reimbursements local Highway I governments had been getting since the state cut DAVIS GRAY Kids' Reading Room Magazine the tax in 1999, and forcing them to absorb the BUDGET Obituaries Real Estate loss. Local leaders warned such a cut would POLITICS ScienceReligion jeopardize their ability to provide essential TAXES http://www.latimes.com/news/politics/la-me-budget25feb25,1,7925307.story?coll=la%2Dh... 212512003 State Senate Slashes $3 Billion Page 2 of 3 Sunday Opinion services, such as police and fire protection. CALIFORNIA Times Poll Week in Focus ~i~0~1) For the Record Some Los Angeles officials, including Mayor I Editions Print Edition James K. Hahn, have lobbied for restoration of the National (PDF) fee or at least for a plan that would not force local ~ii~';~!!~ Wireless NewsDirect governments to shoulder the cost of the new [.y, our e-mail College Oonnection Sweepstakes · ' , -~ · Crossword .' 'r~ ; ~ Horoscope Davis has lately indicated that he would support Lo,ery raising the tax if lawyers for the administration and Traffic Weather the Controller's office determined that the statute calls for it. As Multimedia administration officials await that finding, they are emphasizing that it was Archives Enter Keyword(s): Republican Gov. Pete Wilson who signed the original legislation. Detailed Search "We're working very hard with a number of parties to make sure we SITE MAP understand the law Gov. Wilson put on the books," said administration ~W.,:2;~.~.~ ~2./~ spokeswoman Hilary McLean. Subscription Services (800) 252-9141 Home Delivery Subscriptions NewsDirect Republicans characterize the governor's latest position as a betrayal only Gift Subscriptions weeks after Davis announced he would veto the tax hike because it was College Discount , Mail Subscriptions pushed through without any Republican support, setting the wrong tone for Additional Subscription budget negotiations. Information & FAQs ~ "It's only taken him four years to figure out what offends us," said Senate · Careers Republican Leader Jim Brulte of Rancho Cucamonga, adding that raising · Homes the car tax by administrative order would be just as bad as Davis signing · Cars · Rentals the bi]] to do the same. "I think it's a distinction without a difference." · Newspaper Ads · Personals · Times Guides Bru]te said tax groups are prepared to challenge any car tax hike in court. · Recycler.com LA Times Initiatives Times in Education "I'm told a lawsuit will be brought if the trigger is pulled, and I have no Reading by 9 LA Times Books reason to believe that is not the case," he said. Sen. Tom McClintock (R- LA Times Family Fund Thousand Oaks) has already announced that he will launch a ballot Times-Mirror Foundation Community Events initiative to abolish the tax altogether the moment it is raised. Inside the Times Partners Assembly Speaker Herb Wesson (D-Culver City), meanwhile, said he is '~'~!I~? committed to protecting the car tax reimbursements to local governments. ~~ ~ He said the Assembly is unlikely to vote on the cuts approved by the ~ ~~~ Senate until the administration makes a determination that the car tax will, ~'~:*~®~*~,,~ ~,~,,>:~ indeed, go up on its own. Assembly Democrats meet Tuesday to discuss how to proceed. The bills approved Monday by the Senate would achieve $3 billion in budget savings by making spending cuts in a variety of programs over the next five months. Davis had called for nearly double that amount of cuts, but legislative leaders opted instead to hold off any more cuts until the next fiscal year, which begins in July. Among the cuts approved Monday were $2.3 billion in education reductions. Nearly half that will come in the form of a deferral, in which the state delays funding a few weeks so the money comes out of next year's http ://www~~atimes~c~m/news/p~~iti~s/~a-me-budget25 feb 25~ ~ ~792 5 3~7.st~ry? c~~~=~a%2Dh... 2/25/2003 State Senate Slashes $3 Billion Page 3 of 3 budget, instead of the current budget. The bill included a scaled-down version of the cuts to the criminal justice system that Senate Democrats had earlier pushed through. The earlier bill included $31 million in reductions that would have been reached through the early release of some nonviolent inmates, as well as early discharge of parolees. The bill passed Monday included only $5.4 million of those savings, to be achieved by granting prisoners em'olled in work credit programs early release even if there is no job available for them in prison. The bill approved Monday also did not include about $7 million in savings that would have been achieved by lowering the penalty for petty theft with a prior and for second-degree burglary. I~u want other stories on this topic, search the Archives at latimes.com/archives. Click here for article licensing and reprint options Copyrisht 2003 Los Anseles Times By visitin8 this site, you are agreein8 to our Terms of Service. PHvacy Policy ~ O http://www~~atimes~c~m/news/p~~iti~s/~a-me-budget25feb25~~~79253~7.st~ry, c~~~=~a ¼2Dh... 2/25/2003 From: "Craig Steckler" <CSteckler@ci.fremont.ca. us> To: <em atlock @ cl. bake rsfield.ca, us> Date: Monday, February 24, 2003 2:29:32 PM Subject: NOTES FROM MEETING THE GOVERNOR TO ALL CHIEFS Attached is from the Immediate Past President of CPCA, Bob McDonell of Newport Beach PD. Craig Steckler Communications Committee Chair Craig, Can you please send the below "All Chiefs". To: All Chiefs From: Bob McDonell, Past President Subject: Wrap up of Oakland Meetings With The Governor I've attached two documents. The first is a some notes from two sessions the Executive Committee had with Governor Davis during our Annual Conference in Oakland. I've also included a summary of his reaction to the issues raised at the conclusion of the notes. As a number of you know who attended our Business Meeting may recall, I tried to re-cap those sessions so you know what was discussed and how you were represented on the issues. Obviously, not all of you could attend the Conference, so I felt is was important to try to inform you as well about what took place. For those who attended that session, I apologize for cluttering your e-mail in box; but I would encourage you to at least review the attached letter to the Governor so you're "up to speed" with what I left him with in terms of our conversation. Some of you may be asking yourself after reviewing the notes "how could he possibly have such recall about what was discussed?" The reason is that I outlined the issues the night before we met with him to insure I didn't miss any of the points I wanted to make. As a result, I just "re-worked" the verbiage on the notes (so I was talking to you and not him), to insure you. CPCA Executive Committee Notes of Meeting with Governor Davis 2-11-03 ; I began the meeting by expressing my appreciation on behalf of the Executive -" Committee of the Association for speaking with us before he addressed the full complement of Conference attendees as part of his "Keynote Address". I told him we felt it was especially important to meet before he spoke to our members because we truly wanted to support him in the big picture of his effort to solve this budget crisis, but like I expressed to him in our prior phone conversation the previous week, the order of magnitude in terms of the impact on local government from some of his proposals has placed us in a position of fighting for our very survival as organizations that are a part of local government. Because of the shortage of time, I told him I wanted to focus my message on behalf of my colleagues on the Executive Committee in four areas and asked him to please allow me to put all of them on the table before he responded to them: 1. I told him that we recognized that his proposal to cut the VLF backfill was no doubt part of a political strategy to bring along Republicans, who he will need to pass a budget that contains some revenue enhancements. a. I told him that in our humble view, we believed it was a failed strategy that in the end will not survive, because of the havoc that it will cause along the way and the irreparable damage that will result in the process. b. I told him we wanted to support him, but our members, the very people who have supported him in his effort to pass the budget in past years, are alienated and believe that he has abandoned us along the way. c. I reiterated the point I made in our previous phone conversation, which was that we are being told that we need to prepare for what's coming in July as a result of his VLF proposal, and so our Managers and Councils have taken action to freeze vacancies and lay off employees. I told him we were in the process of doing some early survey work and already had identified over a couple of hundred law enforcement positions frozen as a result of his proposed reduction in the backfill money. (I updated him in another meeting with him which took place on 2-19 in Sacramento, and informed him that the number was now close to 1700 Police positions frozen or laid off Statewide, with only 59% of the Departments reporting.) d. Again, I told him in our opinion, but one rooted in the reality of where we are, that he will be in a position where the trigger will have to be pulled for reasons of fiscal necessity and political necessity. The legislature is not going to let local government go under, in terms of the very real impact that will occur to public safety, as well as the other basic services that will be crippled by the elimination of the VLF. 1) As a result, I told him he should take credit for listening to those around him in the communities affected, and realizing that the price of eliminating the VLF backfill would be too great. As a result, we asked him to send the message now that unless the Legislature brings him the necessary cuts and other revenue enhancements required to balance this very difficult budget, at the end of the day, come July 1st, he will be forced to pull the trigger in order to insure the very safety of the communities around the State which he is charged with protecting as Governor. a) We let him know that we will be there to support him - and "take the hit" if necessary, by reinforcing the public safety impacts, giving him some necessary cover in the process. b) I told him our membership and the communities we police, which represent 70% of California, needed to hear that strong message from him today. c) I reiterated my comments made in my phone conversation with him (and my earlier correspondence), that his legacy as a strong public safety Governor was in serious jeopardy by allowing this situation to continue. d) I told him the "Homeland Security" message he was trying to send was not going to resonate with Police Chiefs across this State. There will effectively not be any "Homeland Security", if this issue is not resolved now, not come July, August or September or later (when the budget finally gets resolved), since we will have trouble meeting our basic responsibilities, let alone dealing with another level of commitment surrounding Homeland Security issues. 2. Post funding a. I told him that in the 2001-02 fiscal year, POST reimbursed $28 million to local law enforcement and other agencies who are forced, through State training mandates to train their police officers. Those funds are earmarked funds for peace officer training and now, although still saddled with the mandates, we have no way to financially keep up with the required training. Somehow, I told him we needed to impress upon him that the issue needed to be resolved. We emphasized that it is having a devastating impact on public safety and that it has already started, since POST has notified agencies that effective immediately, essentially all POST reimbursable training is eliminated in order to balance their budget through this fiscal year. (In a follow-up meeting, Chief Terborch reminded him that eliminating that reimbursement placed the State in a position of being subject to SB 90 claims which far exceeded the savings realized from the POST cut.) 3. Elimination of booking fee reimbursement a. I told him that if he was set on eliminating Booking Fee Reimbursement, then we would ask him to work to pass legislation linking the elimination of that funding to revoking the counties ability to charge some cities for providing the service. 1) I told him the system is a disparate one, with some counties charging and others who do not. a) In our follow-up meeting, I told him it's difficult to justify the elimination of this reimbursement, while at the same time giving counties the special "rural sheriffs money." Rural municipal police departments not only don't' benefit from the funds given to rural Sheriffs, but they are also penalized with the additional charges for booking fees without the reimbursement that goes along with it. We told him we were not advocatinq eliminatinq the "rural sheriffs money", but rather were merely using it to illustrate the inconsistency with the policy on booking fees. 4. Appointments and consideration of a real Law Enforcement Liaison. a. I asked him to please consider filling the Police Chiefs Position on the Post Commission, since our Association has not had a representative since he has been elected Governor almost five years ago. b. I asked him to consider employing a Retired Police Chief to serve as a Law Enforcement Liaison to him, so he receives some real perspective from the field from someone who doesn't need the job, but who will tell it like it is in terms of some the realities of what is being proposed in Sacramento. THE GOVERNOR'S RESPONSES: (You will find most of the responses summarized in the letter which is also attached, but the following may fill-in some additional blanks. 1. The VLF Issue a) He told us that "at the end of the day" Law Enforcement would be made "as whole as humanly possible" in terms of maintaining the same level of funding as received in the current fiscal year. (1) I told him that there was an implication in his statement, both to our luncheon group and to us privately, that some portion of the VLF funding to local government would be held back. He confirmed that it was indeed his thought on the subject (if it continued to handled as a "backfill"), with a plan to implement some form of a "maintenance of effort" clause in any VLF funding returned to local communities to insure it went for public safety. We told him that was not an acceptable or workable arrangement, due to the fallout on law enforcement by the elimination of other essential city services, and the necessity of local government to find some way around the maintenance of effort clause to fund those services, since we were the big consumers of general fund revenue. 3 b) He told us that he actually felt the VLF trigger would be pulled under the 1998 legislation sometime in May or June, which if that occurred, would prevent the State from effecting some form of "hold-back" on those funds, since it would no longer be returned as a "backfill". The bottom line was that he believed the State would "run out of cash" by then and therefore, the bankers back East would step in and help implement a solution. 2. Booking Fee Reimbursement a) He listened carefully to the issues raised, but made no commitments. He felt that if he helped overturn the law allowing counties to charge for booking fees, he would only succeed in making the counties angry about that solution. I do believe he got a much better perspective on the disparate nature of booking fees in general and perhaps would reconsider his position when the "May Budget Revise" comes out in a couple of months, or at least be more sensitive to the issue in any final Budget compromise. We emphasized that it would continue to be a priority with us. 3. POST Training Reimbursement a) Again, he listened carefully, especially about the SB 90 implications on any savings that may come from the elimination of those funds in the State Budget, and committed to having his staff re-examine the proposal in that light. He lamented somewhat that occasionally in their zeal to come up with savings, Finance folks don't always understand the implications of their recommendations. 4. Appointment to the POST Commission and consideration of Law Enforcement Liaison a) He agreed to make the appointment to the Commission immediately b) He agreed to have an "active Chief" (and a Sheriff) sit on his Budget Council to advise him regarding implications of budget decisions being contemplated. c) He agreed to consider using a retired chief on a more long-term basis as a Law Enforcement Liaison. 4 7 E.mail: ~tcliid@'ci/cachids,org · Website: cpcachid~.org February 21., 2003 OFFICERS ~o., Hono'rable Gray Davis BOB McDONELL ...~= ~.c~ Governor's Office ~s~ V~Ce PresMen! .~cK'~ORC. State Capitol 2~ w~. ~,~,, Sacramento, CA 958,14.4900 CAM SANCHEZ a~LL $~. Dear GOvernor Davis: atl~ Vic*/P~e$1de~t o.~s~'~nu~ In my ,.former capacity as CPCA President during, yOur. ViSif with is in Oakland last ,~,o~,.~.~.~m week, I want to' personally thank you for your willingness to engage the. Executive BOB B[JU~fKENSHIP . ""~ Committee of our' Association" in a very ,flank discussion of the issues abOut'which we DIRECTORS ~^v~o a~o are concerned. We 'recognize you .devoted a significant amount of time and attention to CR~C^~.OU, US, and we 'sincerely appreciate it: I believe it is important to reflect-on our .~r-~,o conversations for the record, and for those whO were not :able to be involved in the O[NNI$.C~,,qS1DY ~ ~ disCussiOns, but who..may be affected by them. ~tCHA.qD EMERSON Chuta Vksta "[~,~I~a~s Most' importantly, we sincerely appreciate your expressed commitment in .the upcoming LONALD LOft ~ budget' deliberations to ensure law enforcement remains "as close as httrnanly possible" SUSAN MANNEIMER Soo ~,~t~o to the funding level we received.in this current risC'al year, Without diminishing that mC~.~TLOC~, appreciation. 'we pointed out to. you and ,:would like· to reiterate, that the. VehiCle' License ~ ~'~* Fee (VLF) issue, which was the fOcal poi.nt of our discUssiOn, is about' more, than just s~ ~os~o law enforcement funding. Without making local goVemment'whole :on that, backfill RaptUred. Santa Rosa u.ov~ sc.~ fundi, ng, law enforcement'will inevitably be affected.in a negative,way, both.in terms of ~c~ S*O~E the fallout from the other related"serviCes that can not be 'pmv.ided~ as' Well as based ~c.^~ woR~. upon the ,need for local go'vernme~lt' to-somehow find a way. to fund the other essential o~a~o services required. ThoSe additional funds-Will .come; by necessitY.: through reduCtiOns COM~I1T~E CHAIRS .... taw s ~E~,SUmO. in public safety budgets, regardless o'f any legislative effort to hold :us harmlesS, since SAM ~o~ we are the big consumers of general fund expenditUres. We sincerely..hope you will NOMINATING Boa ~.~E~S.~. keep those issueg:, in mind:, alOng with the fact that VLF' funding has been! a..traditional Reddin9 ~ST:.,moE~s. and substantive source of local government funding since its collection..was assumed: by ,.~,no the State of California in. the 1930's. COMMLtNICATtON$ CRAIG ~ITECKLER ~'~'°~' The second point'we-discussed'related to your proposed elimination' of.booking fee FIE'TIRED MEMBERS ' ' S~LROS~O reimbursement 'to local communities Whose counties Charge for that service. As we Ret/rea. Santa Rosa .... ST^.O^Ros&~rH*cs discussed, that law is a'disparate one, which has.:alloWed so'me counties to seek those GARRETT ZiMMON s~. ~.o funds from municipalities~ while otherS do not. As:sUch, the state 'attempted to "even :TRAINING oou~Jo..so, the playing field" by reimbursing, lOcal government fOr the pOOrly 'thought-,OUt Reedley · ' · w,~s s ~,~ss legislation, which authorized it.in the first place. We asked you to consider retaining the ~:ONALD LOTT · T~.~:~ reimbu.rSement in your'budget o:r initiating legislation .[o :revOke the counties, authority SPECIAL COUNSE[, ~UTIVE.DtRECTOR Les{ie McGi~I/CAE Governor Davis I February 19, 2003 Page2 of.3 to charge for that service in order-to el[minate th.edisparate treatment that will. occur in the application o't' booking fees. ~ by .different. counties:. The' third issue discussed was the.elim[nati°n of Peace Officers Standards and' Training (POST) reimbursemeiSt.for State. mandated training: In' the 2001-02 fiscal year, POST reimbursed loeal~govemments (county. and,municipalities) approximately $28 million for various costs asSociated With training mandates 'outlined in State law 'or Administrative Law: arising out of State-regulatiOns. In so doing, .any' SBg0 claims brought by Cities and Counties were easily 'defended, since the State had already provided for reimbUrSemem to lOcal ageficies for the e0sts: associated with the mandated training.. We appreciate 'your willingness to revisit, that proposed, cut. in theState budget as it (effectiVe immediately,); will have.a chilling, effect on'local government's ability to fulfill the mandated training, and perhaps ' open. ,the State to SB90 claims which, will far exceed the reimbursements previomsly provided. The' fourth and final :issue we discussed involved the appointment of the Police Chief's representative tO thePOST Commission, and yoUr consideratiOn of appointing someone (a retired municipal police chief) as a ',Law Enforcement Liaisoff' to your Administration. :As you acknowledged, and..for' the variety, of .reasons that. were explained to us, you ~haVe not filled that position since being elated Governor approximately five years ago. We 'were very pleased to .hear your commitment to fill that position imrnediately. With regard to the'Law Enforcement LiaiSon position we recommended, we believe it:will ens~im you receive relevant and unfil'tered infO~ati'°n on the potential :impacts, of COntemplated policy and b.udgeta~ decisions being:made by those around you as they relate'to law enforcement issues. As we~e pointed outto you, we represent members Who are responsible for'policing 70% of:~the popUlation, of this State, and believe OUr. input would be of great Value in the decisions being made, in order tO' ensure they are.well thought-out in. terms Of their impacts. During our discussion, you generously offered to :allow..an "active'"poliee chief to sit On your Budget..COuneil in'order to provide.such input'dUring the current and future budget dehberations, We appreciate that significant offer and .our current .Pi~esident will be providing Commissioner' Spike Helmick (at your request.'), xvith the name of the individual we have chosen to represent our interests: HOwever, 'on a longer term and more general basis, we still recommend a Law Enforcement Liaison in your Administrafion~ which would be,.best served by.a retired muniCiPal:pOlice chief who has the, time tO 'devote tO such work. In that capacitY, the individual coUld travel tO .various counties in' the.State, meeting, with chiefs of police (and sheriffs) .in lhat' region to both share your perspectives On issues~ as well ~as to solicit input on 'contemplated decisions being .made. We might suggest utilizing one of Our. retired P~t pr. esidents, in. that capacity, Who i has."the credibility 0frepresenting all police Chiefs in theStateon issues of concern to them. One .such individual is'retired C-hiefRich Tefank (f0~erl:y of Buena Park), who now performs a similar functiOn..for the Attorney .General, but if asked,, would consider performing the role:for your off.ce. Another. individual worthy Governor Davis February 19, 2003 Page 3 of'3 of:consideration, would be' Retired Chief Bob BlankenShip of Redding? IndiViduals of their standing wOUld:Serve :you.Well in sueha capaei.ty. In summary, thank you again .for your openness, your.' willingness, to consider :the history of the State's-relationship with local government funding, and the possible reevaluation-of your position on several of ,your earlier proposed budget recommendations; We hope you wilt move quickly, either through allowing the administrative trigger of the VEF tee increase as 'outlined ~in the ,:1998.:Iaw :enacted by the prior AdministratiOn, or come to a conclusion sooner, rather.than, later that the. VI.;F issue needs 'to be: ,resolved. LOcal government must have that.overwhelming, funding ,obstacle removed in order lotus to collectively focus wi.th you on the ,remaining budget issues, Which are .no less'daunting for both lOCal government, and f6r the State Of California. To do otherwise, leaves both of'us with a. distraction ,that is. beyond our ability to cOncentrate on the other,~pOttant'issues-at hand. Sincerely, Bob MCDoneH IMMEDIATE PAST PRESIDENT RJMgcs ~Rl'ionda~Smiley - Friday Report Date: 2/24/03 8:13AM Subject: Friday Report Califomia Fire Chiefs Association February 21, 2003 9:30 a.m. (PST) TO: 2003 Friday Fire Report Recipients FROM: Ralph A. Heim RE: Friday Fire Report BUDGET WATCH As this week began, Assembly Speaker Herb Wesson, in an interview with The Sacramento Bee, stated that he is preparing "for the worst" relative to the Legislature's ability to address the State's growing budget crisis. At the same time, Governor Davis sounded an upbeat tone and predicted that he and the Legislature are "very close" to a compromise on his proposed mid-year budget reductions and the final plan should be approved within the "next 30 days." Aside from the Speaker's gloomy prediction and the Governor's positive attitUde, a group of Assembly Republicans and Democrats, frustrated with the pace of the budget discussions, have forged an informal group that has been dubbed "The Bipartisan Group." Led by Democrat Joe Canciamilla and Republican Keith Richman, the group is expected on Monday to publicly call for a new process to figure out how to bring state spending and revenues into line. "We all recognize how critical it is that we come to some kind of common ground so we can get the budget issue resolved by June 15," said Assembly Member John Dutra, a member of the group. VEHICLE LICENSE FEE-GOING UP? It now appears all but certain that the Davis Administration will pull the VLF "trigger" by this Spring, raising the VLF back to the-2% level. Most believe this will be done without the enactment of Speaker Wesson's Assembly Bill 4x and will rely on the "trigger" language in the current VLF law. Republican Senator Tom McClintock stated again this week that if the "trigger" is pulled, "1 believe you have a scramble among many different tax groups to file a lawsuit." McClintock said an initiative to repeal the car tax is drafted and ready to go, as is the check to cover filing fees. "We are ready to file on a moments notice," McClintock said. LEGISLATIVE ANALYST'S REPORT ON GOVERNOR'S BUDGET On Wednesday, Legislative Analyst Liz Hill released her analysis of the Governor's proposed 2003-04 State Budget. While agreeing the Governor's proposed budget is balanced, she did, nevertheless, take exception with a number of the Administration's revenue projections, which if not realized, would, Hill stated, place the spending plan out of balance. · In addition, Hill also presented numerous proposals for additional spending reductions, fund transfers, fee and revenue increases for the Legislature to consider. Hill encouraged the Legislature to "act swiftly" on the Budget and suggested that "everything should be on the table" as the Legislature begins work on the Budget. Among the Analyst's recommendations, she calls for establishing a $6 per acre fee for 2003-04 and 2004-05 on property owners in SRAs, resulting in an annual General Fund savings of $170 million. Additionally, the Analyst recommends that the Board of Forestry develop a permanent fee structure that would apply in later years, based on statutory direction. BILL INTRODUCTION DEADLINE Today is the deadline for the introduction of legislation for consideration this year. The Legislative Task Force will be meeting in the near future to review all of the legislation of interest introduced this year and develop positions and priorities thereon. RAH/kmg From: David Lyman To: Carol Parks; Chris Frank; City Mayor; Donna Corum; Donna Kunz; ED staff; Guy Greenlee; INET:dropp@csub.edu; INET:ejvoiland@aeraenergy.com; INET:fdrew@kceoc.org; INET:hlowenstein@csub.edu; inet:lhall@bc.cc.ca.us; INET:mckinney@kedc.com; INET:tomsee@lightspeed.net; Jennifer Faughn; Jesse Mach; John Nilon; Mark Evans; Patrick Collins; Rhonda Smiley; Sheryl Barbich Date: 2/25/03 9:43AM Subject: Bakersfield Dept. Stores See 2nd Largest Sales Rise in U.S. From Daily Press, Newport News, Virginia, and City of Bakersfield Economic & Community Development Department BAKERSFIELD DEPT. STORES SEE 2ND LARGEST SALES RISE IN U.S. Retailers nationwide found 2002 nothing to cheer about, but department stores in Bakersfield posted the second biggest gain of any metropolitan market in the country. The largest gain was Hampton Roads, Virginia. Problem is, that's not saying much. In a year filled with unemployment, stock market uncertainty, war talk and the looming threat of terrorism, department stores in Bakersfield posted just a 0.1 percent increase in sales. But that still stood out as the second best performance of any metropolitan region in the country. Hampton Roads joined Bakersfield as the only metro areas to post positive growth, according to data compiled by the International Council of Shopping Centers. Compare that to department store sales in the other top 48 metropolitan areas: Raleigh-Durham-Chapel Hill, N.C. plunged 17.1 percent, while Phoenix-Mesa, Ariz. fared only slightly better with sales down 10.8 percent and St. Louis endured a 9.8 percent drop off, according to the ICSC figures. Department store sales are a strong barometer for what happened in retailing overall for an area and across the country last year. Department-store sales were down an average of 4.4 percent nationwide. Specialty-store and other merchantS faced the same challenges the department stores did, and had to focus on merchandising initiatives, tightly controlling their inventories and making steps to cut expenses to stay corn petitive. The City of Bakersfield Recreation & Parks and Economic & Community Development Departments have moved to 900 Truxtun Avenue (1st and 2nd floors) Parking available behind building on 17th Street. From: Stan Ford To: Rhonda Smiley Date: 2/25/03 4:23PM Subject: Awards - and More Awards In the past week, we have received several more awards. That is, in addition to the two state awards (mentioned in General Info recently) that we will actually receive next month. The new awards are:' From the California Park and Recreation Society District XV (the southern part of the valley) we received: 1. Program Award for Springtime in Wonderland 2. Facility Award for our excellent playground maintenance 3. Program Award for the Great American Clean-up (Keep Bakersfield Beautiful) 4. Volunteer Award to John Enriquez of Keep Bakersfield Beautiful 5. President Award to Holly Larson Also, Jeff Ellis and Associates has notified us that we earned the Gold National Aquatic Safety Award (2nd consecutive year). That puts us in the top 17% nationally based on the results of "unannounced" operational audits. Finally, we again have been designated a Tree City USA and received the Growth Award. That's all (for this month). PS. I haven't forgot the Public Employees Roundtable. CC: Mentors B A K E R S F I E L D'~ ~ FEB 2 6 2003 CITY OF BAKERSFIELD MEMORANDUM --~' ~" ': "' ~.': '"~'~-'- :.~- ..... ~' February 25, 2003 TO: ,,/~j~ALAN TANDY, CITY MANAGER FROM: ~t¥ I~AUL M. ROJAS, PUBLIC WORKS DIRECTOR SUBJE~?~IP REPORT Attached please find our monthly report reflecting the status of Public Works CIP projects. If you have any questions, please call me at 326-3596. G:\GROUPDA'DDani\CIP\FY 02-03~nemo Mar 03.doc P [ [ic Wor ,s Capita[ Improvement Prooram Sc e u/e Fiscal Year PROJ IPROJECT TITLE ~ IWARDJCOMMENTS DESIGN PHASE CONSTRUCTION PHASE NUM ' ,NUM, t BEGIN (est.)END(est.) BEGIN(est.) END (est.) '~3K057 BRIMHALL ROAD WIDENING; 4 in design, request for survey Feb-03 Apr-03 Jun-03 ^ug-03 CALLOWAY TO J EWE'I-FA T2K033 STREET IMPROVEMENTS; WHITE/ 6 in design, need final layout concept concurrence Sep-02 Jun-03 DOVEWOOD construction in '03-'04 EgK011 MOHAWK SEWER CONSTRUCTION 4, 5 ~under construction Feb-00 Jan-02 Aug-02 Mar-03 PHASE II 'TOK144 SOUTHWEST BIKE PATH 4 construction completed Feb-01 Dec-01 May-02 Sep-02 T9K015 SIGNAL NEW, COMANCHE/SR 178 3 under construction Mar-00 Mar-02 Nov-02 Feb-03 T1K028 STREET IMPROVEMENTS; COLLEGE/ 3 tank site piping mods - const, awarded to Utah Pacific May-01 Dec-02 Feb-03 Apr-03 FAIRFAX street widening design to begin February '03 TOK013 BRIDGE CONSTRUCTION - OLIVE/ 4 first phase under construction Jun-99 Oct-02 Nov-02 Jul-03 CALLOWAY TIK007 RESURFAClNG VARIOUS STREETS VAR completed Jan-02 Mar-02 Aug-02 Oct-02 00-01 KEN659 WIDEN TRUXTUN AVENUE, F TO EYE 2 in design, 30% complete, work w/E9K012 Sep-01 Feb-03 May-03 Jun-03 EgK014 MTVERNON TRUNKSEWER IMPROV 1 completed Mar-00 Mar-02 Sep-02 Nov-02 TIK011 SlG NEW AUBURN AT EISSLER 3 construction completed May-01 Oct-01 Jul-02 Sep-02 T1K009 SIG NEW MT VERNON AT PANORAMA 3 bids opened, awarded in September. Waiting for Notice to Nov-01 Aug-02 Nov-02 Apr-03 Proceed. AC Electdc T1K024 SlG NEW VERDUGO AT HAGEMAN 4 Under construction, 15% complete Oct-01 Mar-02 Oct-02 Apr-03 T2K036 FS #11 MEDIAN & SIG MOD 5 Design complete. Frank Electrical Service Build Dec-01 Nov-02 Jan-03 Feb-03 Equipment ordered T2K028 SlG NEW BRUNDAGE AT WASH I in design, 90% complete, revisions necessary for new R/W Feb-02 Dec-02 Apr-03 Jun-03 T2K023 SIG PLANZ AT REAL 6 Award Mar 12 Jan-02 Nov-02 Mar-03 Apr-03 T2K027 SlG PLANZ AT WILSON 5, 6 Award Mar 12 Feb-02 Nov-02 Mar-03 Apr-03 P3K004 COUNCIL CHAMBERS EXPANSION 2 currently under construction Jul-02 Aug-02 Aug-02 Jan-03 G:\GROUPDA'I'~ani\CIP~FY 02-03\CLP FY 02-03 MAR.xls I of 5 2/25/2003 PROJ PROJECT TITLE WARn COMMENTS DESIGN PHASE CONSTRUCTION PHASE NUM NUM BEGIN (est.) END (est.) BEGIN (est.) END (est.) ETK005 SEWER REHAB MAIN/SO CHESTER I study by Ruettgers & Schuler completed Nov-02 Mar-03 Jul-03 Nov-03 Open cut vs microtunneling option comparisons ~__~_~__~_ment P1K003 HVAC UPGRADE, CITY HALL 2 under construction, abatement and monitoring also May-02 Jun-02 Nov-02 May-03 E1K003 SEWER IMPROV PACHECO #10 7 in design - not enough funds for construction, 70% design Mar-02 Mar-03 Jul-03 Sep-03 complete PIH004 FS #4 ELEC UPGRADE 2 construction completed Nov-01 Jan-02 Apr-02 Jul-02 TIK034 VllNG INTERSECTION EXPANSION 3 in design Dec-00 Jan-03 Mar-03 Jun-03 AT ASHE AND NEW STINE PG&E to relocate facilities T2K022 MING INTERSECTION EXPANSION 4 working on comments received from CalTrans, design complete Nov-01 Mar-03 May-03 Aug-03 ~,T SR99 continued with right turn lanes on Truxtun Extension T1 K027 ST IMPROV RR CROSSINGS 3 in design, awaiting Public Utilities Commission approval Jan-02 Jun-03 Aug-03 Dec-03 T8K002 BRDG WIDENING WHITE LANE AT SR99 7 project report in approval process Mar-02 Mar-03 ^pr-03 Dec-03 95°6 PS&E in review by CalTrans T2K031 TRAFFIC SIC OLD RIVER RD AT 4 construction complete, waiting for PG&E to power signal Feb-02 Apr-02 ^ug-02 Jan-03 RIDGE OAK DRIVE '1'7K021 INTERCHANGE ON SR178 3 project report submitted to Caltrans. consultant has begun Jul-99 .Feb-03 Jun-03 Nov-04 AT FAIRFAX ifinal design TOK006 STWIDENING ROSEDALE HIGHWAY 2 in design Aug-01 Jan-03 Jul-03 Oct-03 PLC020 RIO VISTA PARK 4 in design - rough grading park site complete, begin rough Mar-01 Apr-03 May-03 Sep-03 grade stream bed TOK012 BRIDGE CONST, HAGEMAN AT SR99 2 in design, PSR approval anticipated for September Jul-01 Dec-03 p5C002 LANDSCAPE MEDIANS 6 construction completed Jan-02 Feb-02 Feb-02 Apr-02 COLUMBUS/PANORAMA T3K045 RIGHT TURN LANE - MING/T'RUXTUN 5,7 working on comments received from CalTrans, design complete Oct-02 Mar-03 May-03 ^ug-03 =ontinued with right turn lanes on Truxtun Extension P8H001 FS #15/WSPS 4 Award Feb 26, Colombo Construction ^ug-01 Jan-03 Mar-03 Dec-03 P0C009 CENTENNIAL GARDEN SMOKE 2 construction is complete Nov-01 Feb-02 Sep-02 Nov-02 HATCH MODIFICATION TIK023 STREET IMPROVEMENTS; HAGEMAN 4 in construction Sep-01 May-02 Jan-03 Apr-03 T4K055 STREET IMPROVEMENTS; LAKE STREET 2 design complete, construction by City crews scheduled to start Jan-03 Mar-03 in Sept., 2002;delay caused by accelerated resurfacing projects TOK138 CASA LOMA f~ STREET IMPROV'S I construction by City crews scheduled to start in Sept., 2002; Jan-02 Feb-02 Sep-02 Jun-03 delay caused by accelerated resurfacing projects G:\GROUPDA'I'~ani\ClP~FY 02-03\CLP FY 02-03 MAR.xls 2 of 5 2/25/2003 PROJ PROJECT TITLE WARD COMMENTS DESIGN PHASE CONSTRUCTION PHASE NUM NUM BEGIN (est.) END (est.) BEGIN (est.) END (est.) T9K012 !NORTHEAST BIKE PATH 3 construction completed Q9K003 NATURAL GAS FUELING STATION 2 Under construction Feb-03 Apr-03 TOK011 STREET RECONSTRUCTION-WHITE LANE 6 construction completed ^pr-02 Jun-02 T2K026 TRAFFIC SIG-STINE {~ BEECHWOOD 6 under construction Feb-02 Aug-02 Dec-02 Feb-03 T2K043 TRAFFIC SIG-STOCKDALE ~ McDONALD 2,5 design complete, request authorization to proceed Mar-02 Feb-03 Apr-03 Jun-03 E7K012 WWTP83 HEADWORKS out to bid POC009 CENTENNIAL GARDEN BULLET 2 new contracts have been awarded. Construction started Sep-01 Oct-01 Oct-02 Feb-03 RESISTANT GLASS ~n October, 2002, installation contingent upon events in arena. T2K048 PANAMA LANE RECONSTRUCT 6,7 construction completed Sep-02 Nov-02 T3K024 STREET IMPROVEMENTS 4 under construction Jan-03 Apr-03 OLD FARM ROAD T3K014 AKERS ROAD RR XING/BRIDGE 6,7 awaiting Public Utilities Commission approval Jan-03 Jun-03 Aug-03 Nov-03 T3K047 AKERS ROAD CONSTRUCTION 6 awaiting approval for railroad crossing Jan-03 Jun-03 Aug-03 Nov-03 E2J121 BIKE PATH WIDENING CSUB TO MANOR 2,3,4 in design, PS&E 75% complete, additional improvements added Sep-02 Mar-03 May-03 Jun-03 lo project in February. T8K083/ SEISMIC RETROFIT OF 4 CITY BRIDGES 2,3 bids received for construction, awaiting CalTrans approval Jan-98 Sep-02 Mar-03 Jan-04 T8K084 of funds T8K085 SEISMIC RETROFIT OF NORTH 3 in design Apr-02 Apr-03 Jun-03 Jun:04 CHESTER BRIDGE T8K083 SEISMIC RETROFIT OF MANOR BRIDGE 3 waiting on environmental clearance, design complete Jan-98 Sep-02 Jun-03 Jun-04 LEFT AND RIGHT T3K048 WALL STREET IMPROVEMENTS 2 construction completed 10/25/02 Feb-02 May-02 Aug-02 Oct-02 T3K058 FREEWAY BEAUTIFICATION MASTER VAR Public Meeting was 2-11-03. Workshop/Adoption to be May-02 Mar-03 N/A N/A PLAN 3-26-03 P3C088 ACQUlSITIONAND DEMO 1,2 ongoing Sep-02 Mar-03 Sep-02 Jun-03 ~3K003 REPLACE FIRE ALARM SYSTEM 2 bids received on 2-11-03 Sep-02 Dec-02 Mar-03 Apr-03 P3C084 JEFFERSON & MLK POOL REHAB 1,2 Design Consultant selection is pending Apr-03 Aug-03 Sep-03 Feb-0;4 'PROJ PROJECT TITLE WAR~ COMMENTS DESIGN PHASE CONSTRUCTION PHASE NUM NUM BEGIN (est.) END (est.) BEGIN (est.) END (est.) LBS301 BAKER STREET STREETSCAPE 2 !bid date revised to 3-20-03 Sep-02 Mar-03 Mar-03 May-03 ~3K056 20TH STREET PARKING MALL 2 Mar-03 May-03 Jul-03 sep-03 T3K133 HWY 58 ENTRY MONUMENT 1 on hold Feb-03 Sep-03 Nov-03 Mar-04 T3K046 IMPROV MEDIAN ISLANDS VAR Jan-03 Apr-03 Jul-03 Dec-03 T3K052 NEW STINE ROAD LANDSCAPING 5 in design, seeking Council consensus on plan Feb-03 Apr-03 Jun-03 ^ug-03 T3K049 NORTH CHESTER STREETSCAPE 2 in design, coordination with museum required Mar-03 May-03 Jul-03 Oct-03 E3K010 "L" STREET SEWER REHAB I Design 20 % complete, survey completed Nov-02 May-03 Jul-03 Sep-03 E3K009 BRUNDAGE LANE SEWER REHAB 1 Design 15% complete, survey requested Nov-02 May-03' Jul-03 Sep-03 TIK038 SIGNAL MT VERNON AT CHURCH AVE. 3 awarded, waiting for notice to proceed Dec-01 Jul-02 Mar-03 May-03 AC Electric T3K055 SIGNAL HAGEMAN AT JEWETTA 4 in design, 65% complete, equipment bidding Mar-03 Apr-03 May-03 Jun-03 T3K060 SIGNAL BUENA VISTA AT DEER PEAK 4 Design 75% complete, equipment bidding Dec-02 Mar-03 May-03 Jun-03 TgK011 TRAFFIC PRE-EMPTION VAR in design, field review complete, need go ahead from Fire Dept. Jul-02 Mar-03 Apr-03 Jun-03. T3K013 UPGRADE OPTICOM VAR in design Jan-03 Mar-03 Apr-03 Jun-03 EgK012 TRUXTUN STORM DRAIN 2 Wiorkwith KEN659 Sep-01 Apr-03 Jun-03 , Jul-03 T3K008 RESURFACING VARIOUS STREETS VAR Sep-02 Mar-03 Apr-03 Jul-03 T3K059 RESURFACING VARIOUS STREETS VAR Sep-02 Mar-03 Apr-03 Jul-03 T3K053 STOCKDALE HWY MEDIAN RECONSTR Mar-02 Jun-03 Jul-03 Sep-03 T~3K012 SIGNAL JEWETI' AT 34TH ~n design Oct-02 May-03 Aug-03 Sep-03 P3K002 MT VERNON FACILITY AC PAD 1 in design Feb-03 Mar-03 Apr-03 Apr-03 G:\GROUPDAT~Dani\CIP~F'Y 02-03\CLP FY 02-03 MAR.xls 4 of 5 ?./25/2003 PROJ PROJECT TITLE WARD COMMENTS DESIGN PHASE CONSTRUCTION PHASE NUM NUM BEGIN (est.) END (est.) BEGIN (est.) END (est.) T2K012 CAPE/CHIP SEAL VAR in design, Arnold and Stuart to approve Jul-02 Nov-02 Jun-03 Jul-03 TOK146 SLURRY SEAL I in design Nov-02 Feb-03 Jun-03 Jul-03 BAKERSFIELD AIRPORT T3K051 BRIDGE CONSTRUCTION-BERKSHIRE RD coordinating with Developer, design TBD . ~ AT KERN ISLAND CANAL T3K050 BRIDGE CONSTRUCTION - HUSKING RD coordination with Developer, design TBD AT KERN ISLAND CANAL TOK013 BRIDGE CONSTRUCTION - OLIVE DRIVE AT CALLOWAY ROAD T3K041 BRIDGE CONSTRUCTION - SR 99 AT HUSKING AVENUE P3K005 FUELING STATION AT FIRE STATION 15 T3K044 IMPROVE CITY SIDEWALK P3C081 NEW AQUATIC FACILITY 2 Q Street sewer relocation, award Mar 12 Dec-02 Jan-03 Apr-03 May-03 P3C082 NEW ICE FACILITY POBO01 PARKING LOT EXPANSION - P STREET &14TH STREET T3KO06 SIGNAL MODIFICATION MISCELLANEOUS '1'3K007 STREET IMPROVEMENT - MISC CONST E3K011 TEVIS RANCH DRAINAGE IMPVMNTS will seek on'call engineer for final design Apr-03 Aug-03 Oct-03 Dec-03 '1'2KO46 WESTSIDE PARKVVAY E3K004 WWTP #2 EFFLUENT STORAGE I boilerplate specs for Derrill Whitten at plant. Dec-02 Jan-03 Boyle to revise specs T3K063 HAGEMAN AT PATRON WAY VAR in design, 25% complete Jan-03 Mar-03 Jun-03 Jul-03 P2HO03 FS #1 REWIRE 3 preliminary engineering, discuss options Jan-03 Feb-03 Apr-03 Jun-03 initial FY 01-02 G:\GROUPDA'r~:)ani\ClP\FY 02-03~1P FY 02-03 MAR.xls 5 of 5 2/25/2003 A Bulky Waste Collection Event is Being Held Saturday, areh 3003 8:oo a.m. to 1 .:o0 noon O LY!! Bring your unwanted Household Bulky Waste Items such as: · Refrigerators · Mattresses · Stoves · Water Heaters · Washers & Dryers · Other Large Items ~ ALL ITEMS ACCEPTED AT ~0 CH~IB, I~E ~ Items NOT Accepted Trash, Greenwaste, TVs, Computer Monitors, Construction or Remodeling Waste and Hazardous Waste DB, OF-OFF LOI~A?IO~S North High School Liberty High School 300 Galaxy Avenue 925 Jewetta Avenue Corner of Planz Road &Horne Street Kern County Fair 1142 So. P Street Kern Medical Center 1830 Flower Street This collection event is being organized by the Kern County Waste Management Department, City of Bakersfield and the Kern Refuse Haulers. Residents are encouraged to deliver items. THE SALVATION ARMY AND GOODWILL INDUSTRIES WILL BE AVAILABLE TO ACCEPT DONATIONS FEB 2 6 2003 Economic and Community Development Depa~ment MEMORANDUM 10: Alan landy, FBOM: ~onna Kurtz, ficonomic Dovolopmont Diroctor S~Bd[CI: Hpdate on Southeast Bu~ine~ ~i~tanoe A Statement of Interest letter was mailed to over 400 business and property owners along the four major commercial corridors in Southeast Bakersfield, where current and future streetscape improvements are being planned (i.e. Lakeview Ave., East California Ave., Brundage Lane and Union Avenue). The letter encouraged their submittal of potential commercial projects that the City may be able to assist with "gap" financial loans using the set aside CDBG funds ($740,000) for economic development. To date, approximately nine responded in writing by submitting the Statement of Interest form (attached). Staff estimated the respondents were requesting over $1.8 Million in City financial assistance. Upon receipt of the Statement of Interest form, staff sent out a letter outlining the general loan policies, as adopted by the City Council, along with a CDBG Business Assistance Application (see attached sample letter and application). The four major loan policy points outlined in the letter included: A) Funds will not be granted, loans are to be repaid. B) City funds are to be used as "gap" financing, the 10% to 30% of a project's cost that a bank will not loan. C) The City will not be the primary lender. D) The City will also require documentation and collateral to secure their loan, just as a bank does. S:\ CHARLES\SE CDBG mtg\AT memo - CDBG loan update 02-25-03.dot 'Alan Tandy February 26, 2003 Page 2 The letter encouraged the applicants to call staff to meet with them to further discuss the program or application. It also indicated that arrangements had been made with the Small Business Development Center to help them with any of the financial/business documents required in the application. To date, only two applicants are working with staff on their projects. Economic Development loan guidelines were reviewed and approved by the Budget & Finance Committee last year (guidelines memo attached). When combined with the regulations of CDBG funds, the guidelines insure that loans will be made to financially viable private businesses with an ability to repay the loans, for future use for other businesses. Unfortunately a new state law requires that any government financial assistance requires prevailing wages to be paid on any construction on the project. This has severely reduced the actual "incentive" to a company to use these funds. Staff believes that the best use of these funds for private businesses unwilling to construct under prevailing wage, is to use the funds for purchase of equipment or off-site improvements (both of which staff believes will not trigger the prevailing wage requirements). S:\CHARLES\SE CDBG mtg\AT memo - CDBG loan update 02-25-03.dot BAKERSFIELD January 16, 2003' Mr. John Johnson 214 Hayes Street Bakersfield, CA 93307 Dear Mr. Johnson, We have received your Statement of Interest letter requesting financial assistance to develop a barber shop/food court at 414 Lakeview Avenue in southeast Bakersfield. Your letter requested financial consideration of approximately $45,000. The funds the City has dedicated to economic development in southeast . · Bakersfield are Community Development Block Grant funds. Due to the limited funds and the source being federal funds, the following general loan policies will apply: A) Any amount loaned will require repayment, at a payment schedule and interest rate to be negotiated. Funds will not be granted or, repayment forgiven, loans are to be repaid in order to be reloaned to other businesses in the future. B) City funds are to be used as "gap" financing. Gap financing is typically the 10% to 30% of a project's cost that a bank will not loan and expects the owner to put into the project. C) You will need to partner with a bank in order to secure the majority of the funds needed for your project. The City will not be the primary lender. " D) The City will require much of the same information and documents that a bank requires in making a loan. The City will also require collateral to secure their loan, just as a bank does. The process to approve a loan agreement with the City Council will take approximately 3 to 4 months. City of Bakersfield * Economic and Community Development Department 900 Truxtun Avenue * 2nd Floor - West * Bakersfield ~ California 93301 (661) 326-3765 * Fax (661) 328-1548 * TDD (661) 324-3631 Mr. John Johnson January 16, 2003 Page 2 Attached is the City's application for the Business Assistance Program. Our staff is available to meet with you in order to discuss the application and information requirements. If you are not able to provide some of the documents or projections, such as a Pro Forma Cash Flow Statement or Income Statement, the City has made arrangements with the Small Business Development Center to provide business counselors to assist you in developing the required information. To start the process, we would be happy to meet with you at your home/business, or our office. Please call me at 326-3765 to set up an apPointment. Thank you for your request and business interest in southeast Bakersfield. Sincerely, Charles G. Webb Economic Development Associate Attached: Business Assistance Program Application S:\CHARLES\SE CDBG mtg\SE Loans\Johnson loan Itr - barbershop.doc BAKERSFIELD October 25, 2002 RE: REQUEST FOR STATEMENTS OF INTEREST SOUTHEAST BAKERSFIELD COMMERCIAL/RETAIL DEVELOPMENT Dear Property OwneflBusinesslDevelopeflBroker; You may be aware that the Bakersfield City Council and the Bakersfield Redevelopment Agency approved the formation of the Southeast Bakersfield Project Area in July 1999. The City Council has also dedicated a portion of the Community Development Block Grant funds to assist in the improvement of commercial development in southeast Bakersfield. The Council and Agency want to encourage and potentially assist in commercial projects within the underserved southeast community. During the formation of the Southeast Bakersfield Project Area and the recent Southeast Design Charrette, residents of the area expressed the need for better commercial, retail and shopping opportunities. The residents indicated their desire to see new commercial developments such as, a grocery store, full service banking, retail centers for personal services (i.e. hair salons, dry cleaners, restaurants), video stores, gas service stations, fast food franchises, home improvement stores, and other shopping amenities. The City Council and Redevelopment Agency would like to identify and possibly assist property owners, businesses or developers to address any of these commercial opportunities within Southeast Bakersfield. The Charrette and other studies indicate that sites along the main commercial corridors have the best initial potential to accommodate these types of commercial shopping developments. This Statement of Interest letter is an opportunity to indicate your interest in a specific development for the area that you have the ability (both experience and financially) to participate in. This participation can take the form of your own development proposal for a commercial project, or participation with another property owner or business tenant to address the commercial shopping needs. We have attached a Statement of Interest form that outlines basic information needed by staff to determine your interest in the commercial opportunities and evaluate the City's potential participation in a project. Please submit the Statement of Interest form and requested information, no later than 30 days from the receipt of this letter to: City of Bakersfield Economic Development Department Atten: Charles Webb, Southeast Bakersfield Projects 515 Truxtun Avenue Bakersfield, CA 93301 Upon receipt of Statement of Interest and re~,iew by staff, each applicant will be sent a letter stating the City or Agency's interest or non-interest in the proposal, or at the discretion of staff a request for further clarification of information included in the applicant's proposal. If a project is selected, a more detailed application will be requested of the applicant. City of Bakersfield · Economic and Community Development Department 515 Truxtun Avenue · Bakersfield · California 93301 (661) 326-3765 · Fax (661) 328-1548 · TDD (661) 324-3631 Statement of Interest Page 2 October 25, 2002 Staff will evaluate all Statements of Interest based upon a number of considerations including, but not limited to, the following: a. Market conditions and project feasibility; b. The relationship of a proposed development to the surrounding community, its quality, configuration, appearance and service of community needs; c. The experience and financial capability of the property owner/business/developer; d. Ability of community resources to support an activity; e. Conformance to the RedeVelopment Plan and the implementation plans of the Agency; f. Land assembly required and potential infrastructure needs; g. The contribution of the proposed development to the tax base of the community; and h. Allocation and application of City/Agency funds and staff. Please be aware that using City or Agency financial assistance will come with a number of requirements and regulations to be followed, such as, construction may require using prevailing wage labor rates, equipment/machinery purchase will require bidding procedures, all projects will have job creation requirements for Iow and moderate income persons. If you have any questions on the Statement of Interest form or information ~equired, please feel free to call, we would be happy to discuss your project or situation. Please contact Development Associate Charles Webb at Economic & Community Development at (661) 326-3765. Sincerely, Donna Kurtz Economic & Community Development Director Attachment: Statement of Interest Form S:\CHARLES\SE CDBG mtg\Statement of Interest Itr and form for SE.doc STATEMENT OF INTEREST FOR PROJECTS WITHIN SOUTHEAST BAKERSFIELD PROJECT: COMMERCIAL DEVELOPMENT OPPORTUNITIES AREA: SOUTHEAST BAKERSFIELD COMMERCIAL CORRIDORS INSTRUCTIONS: Please answer all questions fully, using additional paper if necessary. Name of Property Owner(s): Mailing Address: Phone: Address of Property or properties owned within the proposed development area: Name of Business (if applicable within development area): Attach additional information or sheets as required to provide the following information: Type of Development being proposed: Any proposed assistance/action being requested; i.e. purchase of property, financial assistance, site consolidation, site clean up, etc. Development experience to accomplish this type of project, or development team that would be contracted: Financial ability to complete project; i.e. source of funds, loans, etc: Any other pertinent information to assist in the evaluation of proposal: I understand that .this submission does not obligate me to participate in the project, nor does it obligate the City .Council or Redevelopment Agency to select the proposal or participate in the development. Signed: . Print Name and Title: Date: S:\CHARLES\SE CDBG mtg\Statement of Interest Itt and form for SE,doc CITY OF BAKERSFIELD BUSINESS ASSISTANCE PROGRAM FACT SHEET PROGRAM DESCRIPTION: The Business Assistance Program is designed to enhance economic activity, encourage the growth of small businesses and promote commercial revitalization in targeted areas of the City. The major goal of this program is to retain and/or create the availability of jobs for Iow income (LI) persons; and/or predominantly target a firm's goods and services to LI residents of the City of Bakersfield. USE OF FUNDS: Loan funds can typically be used for property rehabilitation (including leasehold improvements), procurement of machinery/equipment, and acquisition of real property (in conjunction with business expansion activities). ELIGIBILITY CRITERIA: The business must be an established (ongoing) concern, looking to expand or relocate where 51% of the new jobs created will be to LI persons. The business must have a good credit history and show evidence of sufficient income to repay the loan. An annual employment report is required to document the number of jobs created and that 51% of the jobs will be filled by LI persons. MAXIMUM LOAN AMOUNT: The maximum amount for financial assistance may vary from year to year. Typically, loan assistance does not exceed $100,000. INTEREST RATE: Negotiated. TERM: The term of the loan shall be determined on a case by case basis; however, the maximum term shall not exceed the economic life of the assets, normally up to 15 years. COLLATERAL: The Business Assistance Program must be secured by real property, equipment and/or other personal/business assets. The City may subordinate to a private lender. HOW TO APPLY: For further information contact: City of Bakersfield Economic and Community Development Department 900 Truxtun Avenue, Suite 201 Bakersfield, CA 93301 (661) 326-3765 (661) 328-1548 FAX (661) 324-3631 TDD S:\CHARLES\SE CDBG MTG\NCD003 BUS ASSIST PROGRAM LOAN APP.DOC REV: 8/01 TO: Business Assistance Program Applicants SUBJECT: City of Bakersfield Program Requirements BACKGROUND The Program has been established to enhance economic activity, encourage the growth of small business, and to promote physical revitalization of targeted areas in the City of Bakersfield. This is accomplished through funds which are provided through the City's federally funded Community Development Block Grant (CDBG) Program. The major goal of the Program is to retain and/or create the availability of jobs for Iow income Iow income persons; or predominantly target a firm's goods and services to Iow income residents of the City of Bakersfield. All applicants must complete an application package and submit it to the Economic and Community Development Department, c/o Donna L. Kunz, Economic Development Director at 900 Truxtun Avenue, Suite 201, Bakersfield, CA 93301. The following documents are required to be submitted with the attached completed application package: 1. A completed application including any requested attachments. 2. Financial Statements - prior three (3) years and current within ninety (90) days. a. Balance sheets. b. Income statements (profit/loss); or cash flow/operating statement. 3. Pro Forma Financial Statements a. One (1) year income/cash flow statement (monthly). b. Additional two (2) years income statements (annual). c. Narrative, supported by the pro forma of how the Business Assistance Program funds will help the business with its shortfall. 4. Individual Federal income tax returns for the last three (3) years. OR 5. Business Federal income tax returns for the last three (3) years. 6. Personal financial statements - current as of date of application and signed. 7. SourCe(s) of other funds (i.e. Banks, investors, personal funds), including terms and conditions. 8. Copy of current or proposed lease/purchase agreement (if applicable). 9. Articles of incorporation or partnership agreement (if applicable). S:\CHARLES~SE CDBG mtg\NCDO03 BUS Assist Program Loan App.doc I~EV: 8/01 2 10. Copy of City business license (if applicable). 11. Resume/background of principals involved with the project. 12. Plot plan for the project site. 13. Relevant market and feasibility studies (if available). Information on the Business Assistance Program can be obtained by contacting .the Economic and Community Development Department at (661) 326-3765. Thank you for your interest in the City's Business Assistance Program. Donna L. Kunz Economic Development Director S:~CHARLES\SE CDBG mtg\NCD003 BUS Assist Program Loan App.doc REV: 8/01 3 APPLICATION FOR CITY OF BAKERSFIELD BUSINESS ASSISTANCE PROGRAM Applicant's History Name of Applicant (contact Person): Applicant (Personal) Address: City/State/Zip Code: Telephone Number: Applicant's Social Security Number Business Name: Business Address: City/State/Zip Code: Telephone Number: Business Taxpayer ID Number: Date Business Established: Sole Proprietorship Partnership Corporation Type of Business (i.e. products/services): Firm's Management List of management personnel (Owner, Partners, Officers, Directors and Stockholders owning 20% or more of stock) Name Address Title/Relationship/Percent Owned S:~CHARLES~SE CDBG mtg\NCD003 Bus Assist Program Loan App.doc REV: 8/01 zl. If one of the Principals proposes to act as owner/builder, please provide the following information: Name of principal, contractor's license number(s), building trade specialty, current construction bonding limits, Social Security number. Project Information Describe the total project and the purpose of the loan request (i.e., what will the loan be used for?) Address/location of project: Total estimated cost of project: $ City loan amount requested: $. Private Financing: $. Owner's equity: $. Proposed terms of City loan request (i.e. payment schedule): Name of financial institution/bank providing private financing: Contact person and telephone number: Note: Federal regulations require that applicants make a good faith effort to maximize private sources of project funding. Both private debt and equity must be verified. This includes ascertaining that funding sources are committed, terms and conditions ofthe committed funds are known; and funding sources have the capacity to deliver. Lack of maximized non-CDBG debt financing must be documented (i.e., rejection letters from private financial institutions). 5:~CHARLES~SE CDBG mtg\NCDO03 BUS Assist Program Loan App.doc REV: 8/01 ,~ If project site has been determined, please identify the current zoning and whether a zone change or conditional use permit will be required. If a project site has been selected, identify the type and number of structures (i.e., commercial, residential) that are currently on site (if any) and whether they are presently occupied. If so, provide the number of tenants to be displaced (if any). For a construction project, please indicate if plans and specifications are complete and whether they have been submitted to the City Development Services Department for site plan review. If plan check is complete, please indicate if you have made application to the City for a building permit and if so, the status of your application. Please indicate if you have title of the project property or control of the site (if your answer is yes please provide documentation). If the answer is no, please explain (i.e., who currently owns the site, is the seller willing to take an option, etc.). S:~CHARLES~SE CDBG ml:g\NCD003 BUS ASSiSI: Program Loan App.doc REV: 8/01 6 Project Costs & Use'of Proceeds (Enter Gross Dollar Amounts): City Loan Amount Bank Finance Owner's Equity Requested Anticipated Loan Contribution Land Acquisition New Plant or Building Const. Building Expansion or Rehab Purchase and/or Repair of Machinery and Equipment Inventory Purchase Working Capital Interior Remodeling Developer's Soft Costs (i.e., desi,qnr permit fees~ relocation expenses) Site Preparation Off-Site Improvements Other TOTAL: Summary of Collateral: Present Market Depreciation Present Loan Equity Value Balance Land * Building Machinery & Equipment Furniture & Fixtures Net Accts. Receivable ** Inventory ** Other TOTAL COLLATERAL · Please provide any support in land value documentation. · *Please indicate method of valuation. S:~CHARLES~SE CDBG mtg\NCD003 BUS Assist Program Loan App.doc REV: 8/01 Identify the number of job to be created or retained by your project and indicate what percentage of these jobs will be filled or made available to Iow and moderate income persons. Business History Briefly state a history of your company. Include such items as dates of pertinent changes in management, or goods/services and an overview of the growth of the company in recent years. Also discuss why the Business Assistance Program is important to your project and company goals (i.e., how will the assistance affect your production or what do you expect for the company as a result of getting this assistance) and what consequence would occur if assistance was unavailable. Have you or your business ever filed for bankruptcy? Yes__ No__ If yes, please attach explanation on separate sheet. I affirm under penalty of perjury that this application and attachments are to the best of my knowledge true and accurate and that I have the authority to submit this application for consideration for funding under the City of Bakersfield Program. Furthermore, I understand that the City may NOT approve this application. However, if approved, I reserve the right to accept the assistance according to the terms and conditions thereto, or I may withdraw my application. If funded, I understand and agree that in order to determine that the job employment goals are met, an annual Employment Report shall be filed with the City. I understand that failure to meet the objectives set forth in the Employment Plan or failure to comply with the requirements of filing the annual Employment Report may result in the entire outstanding balance of the loan plus interest, being due upon written demand by the City. Signature of Applicant Title Date S:\CHARLES\SE CDBG mtg\NCDO03 BUS Assist Program Loan App.do¢ REV: 8/01 8 B A'K E RS F I E L D Economic and Community Development Department MEMORANDUM September 6, 2002 TO: Budget and Finance Committee FROM: Donna L. Kunz, Economic Development Director SUBJECT: Economic Development Loan Policy Guidelines In response to a request from the Budget and Finance Committee for loan guidelines, the following proposal is submitted. These proposed guidelines provide a frame work to evaluate requests for financial assistance, qualifications for prospective borrowers, criteria for protecting the taxpayers' investment, and justification for conducting a cost-benefit analysis. By making funding decisions based upon these guidelines, loans made by the City of Bakersfield should reap greater results and a higher return on the community's investment. PROPOSED LOAN POLICY GUIDELINES 1) Basic tenets a) The City of Bakersfield is a funder of last resort. b) The City of Bakersfield will only provide gap financing. c) Repayment begins immediately (nothing less than annual payments)i No balloon payments. d) Projects must meet the "but for" test: the applicant must demonstrate the proposed project cannot succeed but for City assistance. 2) Qualifications a) A completed loan application with all required attachments must be submitted. Our clock begins ticking only when a completed package has been submitted. b) Determination of sound credit position of borrower(s). c) A proven ability of borrower(s) to repay. S:~DEBBIE'S~Budget & Finance~B & F memo ED loan policy.doc 3) Criteria a) Security (collateral) must be, i) equal to or greater than the amount of the loan. ii) in a form acceptable to the City of Bakersfield (preferably real estate). b) The proposed project must demonstrate the ability to (at least one), i) create jobs. ii) retain jobs (defined as those that would be lost "but for" this assistance). iii) reduce blight. iv) spur revitalization. v) increase tax revenue. c) The borrower(s) will accept the City's efforts to protect the community's investment in the proposed project through one or all of the following: i) clawback (recovery of all or part of the subsidy costs if the project fails to meet performance criteria). ii) penalty (fines or charges for non-performance or relocation). iii) recalibration (adjustments to the amount of the subsidy to reflect changing business conditions). d) The responsibility for maintaining the property rests with the property owner and will run with the property. 4) Cost-benefit analysis a) Identify all costs: i) cost of the loan amount. ii) cost of interest that the City could be earning on funds if the funds were not used as loan proceeds. iii) time value of money - the cost to the City of Bakersfield of not having the use of the funds. iv) loss of tax revenue, if any. v) any negative impacts (direct or indirect) to our area's existing businesses. S:~DEBBIE'S~Budget & Finance~B & F memo ED loan policy, doc vi) assistance will not diversify our local economy, if applicable. b) Identify all benefits i) monetary (1) increase in property tax revenue, if any (2) increase in sales tax revenue, if any (3) increase in business license revenue, if any (4) increase in other tax revenue, if any ii) non-monetary (1) assistance will positively directly impact our area's existing businesses. (2) assistance will diversify our local economic base. (3) assistance will play a pivotal role in strengthening existing clusters or forming new clusters in our area. c) Evaluate the following to determine whether the proposed use will result in a cost or a benefit: i) the business will produce a product for export outside our area. ii) the quality of the jobs to be created. (1) benefits. (a) the percent of jobs to be created that will provide benefits. (b) how the benefits provided by the new jobs compare to those provided by others in local industry. (2) wage rate. (a) the wage rate of jobs compared to others in local industry. iii) whether the business will target Iow- and moderate-income individuals for employment. d) are other types of government assistance received by the borrower(s)? S:~DEBBIE'S~Budget & Finance~B & F memo ED loan policy.doc B A K E R S F I E L D M E M 0 R A N D U M " RECEIVED ! February 26, 2003 I FEB 2 ? 2003 I CITY MANAGEFI'~F~ TO: Alan Tandy, City Manager FROM: ~tanley C. Grady, Planning Director SUBJECT: Sphere of Influence Amendment The last time the Sphere of Influence (SOl) was amended was in 1998. Since then we have completed an update to the general plan with an EIR for the plan area. Recent legislation now requires a Municipal Service Review (MSR) prior to changing the SOl. On Tuesday, February 25, 2003 LAFCO approved its first MSR for California City's proposed amendment, to annex 29 square miles to provide for the development of an automotive test tract for Hundai-Kia. At that meeting I submitted a letter and maps to Bill Turpin restating our willingness to expedite the completion of our municipal service review. Based on the California City approval, the MSR is not the basis for approval or denial of an SOl amendment. It is an analysis of the delivery of services within the boundary of an existing SOl and the area of the planned expansion. The review received little discussion but was made part of the motion to approve the SOl and reorganization. Mr. Turpin indicated he would contact me to set up a meeting after his review of the material I left with him. This should provide an opportunity for us to discuss timelines, resources and cost to support amending the SOl and annexing territory along our western border. I will provide updates as progress is made. SG:djl P:\SOI memo.doc BAKERSFIELD Development Services Department Jack Hardisty, Director Dennis C. Fidler Stanley C. Grady Building Director Planning Director (661) 326-3720 Fax (661) 325-0266 (661) 326-37,33 Fax (661) 327-0646 February 25, 2003 .... William A. Turpin, Executive Officer Local Agency Formation Commission 2700 M Street, Suite 290 Bakersfield, CA 93301 ':'~'~,~ ~,[v~a,,'"~~ .... · Dear Mr. Turpin: In January you and I discussed the City's desire to amend its Sphere of Influence (SOl) in response to requests from developers. Letters from these developers have been included with this correspondence. During our discussion I indicated the City's desire to expedite the process by participating financially, providing technical support or in any other manner that could serve to expedite the process. You may recall that the City last amended its SOl to 1998. Since that time much has changed. The City and County recently jointly adopted an update to the Metropolitan Bakersfield General Plan, a program level EIFI was prepared and certified, and the legislation governing the review and approval of SOl amendments changed. The change in legislation requires a comprehensive municipal services review as well as assigning to LAFGO the entire public review process (responsible for the entire annexation process beyond the initial application) required for annexations. As demonstrated on the enclosed map, Bakersfield's growth areas are in the northwest and southwest, the areas wherein developers are requesting amendment of the SOl and annexation. Since our last discussion, City staff has had discussions re~arding our participating tully in the preparation of the City's Municipal Services Fleview. I would like to meet with you to discuss how our participation may be able to help. Please give me a call after you have had a chance to review the material supplied with this letter. Sincer-~ely, Planning Director ~ SG:djl Enclosure CC.' Alan Tandy, City Manager Jack Hardisty, Development Services Director P:\SG turpin Itt.doc City of Bakersfield · 1715 Chester Avenue · Bakersfield, California ° 93301 ~, ~- ~ COP Offers Rival Budget Plan Page 1 of 3 J ............................. Home I Register l Home Delivery I Site Map I Archives I Print Edition I Adverti Hi, rksmiley February 27, 2003 ~ E-mait story ~ Print COP Offers Rival Budget Plan · Senators seek $5 billion in extra cuts, borrowing to roll over state's debt, but no tax increas · Careers ~ Homes ~ By Even Helper and Nancy Vogel, Times Staff Writers Rentals ~ o Newspaper Ads · Personals SACRAMENTO -- Senate Republicans unveiled their own plan to close [~!2~~~ the state's multibillion-dollar budget hole Wednesday -- absent any tax CRIS Art, Theater, Night Life increases -- by making across-the-board cuts in government programs Coverage Movies, Music, TV Dinin, economic and borrowing billions to roll a large chunk of California's debt over to 2005. Time.~ National State Republicans drafted the plan amid criticism that they had offered no Davis Al: Local Donor's I White House viable solution to the state's fiscal problems while railing against City Hall proposals by Democrats and Gev. Gray Davis that would balance the Bill Targ, The Courts Sales Ta Columnists budget with the help of billions of dollars in new taxes. Times Poll COP Off Town Hall L.A. Plan Columns While legislative Democrats disagreed with much of the Republicans' Ronald Brownstein plan, they welcomed it as a concrete proposal that will further budget Californi~ Patt Morrison Help Se( George Skelton negotiations. Ridge Special Reports Bush Economic Plan On State Election 2004 "I'm tl'u'illed," said Assemblywoman Jackie Goldberg (D-Los Angeles). Everyon, Homeland Security "When you have a plan on both sides, then the areas where you have Reform Showdown With Iraq State Budget Crisis agreement on you can move on quickly." Resources ................... Politics Sites Gov't Sites The Republican proposal calls for reducing annual spending by more Lo Supreme Court Info. than $5 billion in addition to what Davis has already suggested. Nearly Letters to the Editor click her~ every state program would see its revenue cut by 7%. Once that is TheThecaliforniaW°rldNation/ Local runningaCC°mplished'a deficit.a spending freeze would be enacted to keep the state from Business CALZFI Politics Part of the state's projected budget gap of up to $35 billion would be Sports eliminated next year and then the state would borrow money to cover BUO~ Technology Travel the rest until it could be paid off the following year. DAVIS Editorials, Op-Ed TAXES ArtsSeCti°ns& Entertainment "The numbers balance in the out years and make a lot more sense and REPUB Books put California on firm financial footing for the future," said Senate PARTY Chess POLZT: Columns Republican Leader Jim Brulte of Rancho Cucamonga. Education oR'en~ Food Health The plan would possibly require changes in the California Constitution, Highway 1 which prohibits the state fi'om carrying a year-to-year deficit. Kids' Reading Room Magazine ObituarieSReal Estate "The problem," Goldberg said, "Will be they want to make cuts in things Religion we think will cause people to die, or become much more seriously ill ' Science http://www.latimes.corodnews/local/politics/cal/la-me-budget27feb27,1,1429410.story?coll:... 2/28/2003 .~. ~ GOP Offers Rival Budget Plan Page 2 of 3 TimesSunday Poll Opinion and in the long run will cost us." Week in Focus For the Record Goldberg and others warned that across-the-board reductions would Editions Print Edition cripple many programs and force hundreds of thousands more Califomians to lost National (PDF) benefits and welfare checks than are already at risk under the governor's budget. Wireless NewsDirect Extras The Davis plan calls for about $17 billion in cuts to government services over the College Connection Sweepstakes months, but the reductions are balanced out with more than $8 billion in new taxe Crossword Horoscope Lottery Republicans are calling for $5 billion in additional cuts. Traffic Weather Multimedia "We think you can get $5 billion if you're willing to sit down today and work," B~ Archives Enter Keyword(s): you're willing to cancel vacations, not wait for the problem to get bigger." Detailed Search While some economists welcomed the idea of paying off the deficit over two yea] SIT£ MAP expressed concern about cutting too much from the state budget. Subscription Services (800) 252-9141 Home "It took a number of years to get into this situation and it is both humane and goo~ Delivery Subscriptions NewsDirect a number of years to get out of it," said Stephen Levy, director of the Center for Gift Subscriptions Study of the Califomia Economy in Palo Alto. College Discount Mail Subscriptions Additional Subscription "Republicans appear to be the first ones who have seriously opened up this discus Information & FAQs positive step forward." · Careers But Levy warned that trying to balance the budget without any tax increases woul · Homes program and infrastructure reductions so steep that they would make California a · Cars · Rentals place for businesses to locate. · Newspaper Ads · Personals · Times Guides "It makes sense to me not to undercut foundations of the state's economic attractb · Recycler.com I.~ Times Initiatives going the pure spending cut route," Levy said. limes in Education Reading by 9 Ted Gibson, the state's chief economist under former Republican Gov. Pete Wilsc LA Times Books LA Times Family Fund although he does not necessarily agree that new taxes are needed, he believes that Times-Mirror Foundation Community Events spending too drastically could hurt the economy. Inside the Times Partners "We've got to extract $13 billion or $14 billion [of government spending] out of ti ~ ~ economy to balance the budget," he said. "If we can figure out a way to spread th~ ~~%~ be better for the economy." But at the same time he warned that investors may no loan the state money to roll over its deficit if there is no consensus on a plan to ba budget by spring. "A lot of things have to happen in order to pull this off," he said. Republicans noted that their plan includes many of the measures proposed by Da~ key elements. Republicans opposed Davis' call to shift $8 billion of services onto county govern Davis would fund with the tax increases. They also rejected a Davis plan to take unused low-income housing funds from local governments. Their proposal spread pain to counties, calling on them to absorb $500 million per year in cuts. http://www~~atimes~c~m/news/~~~a~/p~~iti~s/~a~/~a-me-budget27feb27~~~~ 4294 ~ ~.st~ry?c~~~:... 2/28/2003 .~ ** GOP Offers Rival Budget Plan Page 3 of 3 The Republican plan does not include $1.5 billion in new revenue from Indian ca: Davis said could be generated by renegotiating tribal-state gaming compacts. Acc plan, "Senate Republicans do not believe that this level of revenue will be realize~ Brulte called on legislators to work through their Easter recess to get the budget b said that although all Republicans may not be on board with every facet of the pr( deliver enough votes on his side of the aisle to reach the two-thirds requirement fi part of the plan. "At the end of the day, the state is broke," he said. "I don't likea lot of things here state's broke and we're going to figure out how to pay our bills." Times staff writers Gregg Jones and Dan Morain contributed to this report. I~u want other stories on this topic, search the Archives at latimes.com/archives. Click here for article licensing and reprint options Copyright 2003 Los Angetes Times By v~siting this site, you are agreeing to our Terms of Service. Privacy Policy http ://www.~atimes.c~m/news/~~ca~/p~~i~cs/ ca~/~a-me-budget2 7 feb 2 7 ~ ~ ~ ~ 4 294 ~ ~.st~ry? c~~~:... 2/28/2003 From: Carroll Hayden To: Alan Tandy Date: Wednesday, February 26, 2003 2:53:36 PM Subject: Fwd: RE: waste disposal Because we are so committed to serving our non-English speaking community, we have provisions in all of our labor agreements to pay a bi-lingual premium to employees who are willing to use their skills and where we have a definite need. We currently have 48 or 3.7% of our employees who are paid translators. One of those is in Solid Waste and there are also 2 supervisors .in Solid Waste who are bi-lingual. We have many supervisors and managers who speak a language other than English, who are not paid a premium, and therefore we do not track. We are committed to employing a diverse work force which is representative of our community and our outreach efforts during recruitments reflect this. Currently, 22% of our employee population is Hispanic. Most of our public contact for information comes into City Hall first and we have 6 paid translators at City Hall for this purpose. Unfortunately, our translators may be on another call or out of the office for some purpose when a need for translation arises, which then necessitates the caller or walk in having to wait or to be transferred. Let me know if I can provide you with any other information.