HomeMy WebLinkAbout11/17/00 BAKERSFIELD
CITY MANAGER'S OFFICE
MEMORANDUM
November
17,
2000
TO: HONORABLE MAYOR AND CITY CO~l~
FROM: ALAN TANDY, CITY MANAGER /f
SUBJECT: GENERAL INFORMATION
1. There will be a press release by SMG about arena football next Monday at 11:00 am at the
Centennial Garden. You are invited to attend if your schedule allows. Pads and helmet are
not necessary - for now!
2. As you may have seen in the media, we had a neighborhood meeting for the "City Center"
property owners to explain appraisal processes, relocation benefits etc. It was surprising that
while there is obviously great interest, there was no outright opposition. They would like to
know what Will happen, of course, and the uncertainty seemed to be the greatest concern
along with issues pertaining to property values. It went quite well and other sessions will be
held in the future.
3. The Moroccans were interesting to have here. They had never-ending questions!
4. We won the regional American Public Works Association Project of the Year award '-
for the Amtrak Station! You will all get certificates at the next Council meeting.
5. The railroad crossing improvements at East California Avenue have been completed.
This crossing can now be traversed at the posted speed limit of 40 mph.
6. The Recreation and Parks Department has completed the tree survey. The count is
24,841 trees in the parks, streetscapes and City-owned properties.
7. A response from CalTrans is enclosed,regarding the inquiry about a soundwall at State
Route 99 and the White Lane interchange. They will not fund it.
8. Public Works has provided an update on the project at State Route 178 at Comanche
Drive and Alfred Harrell Highway.
9. Public Works has also supplied an update on the Bakersfield Landfill Closure Project.
10. A memo from Development Services regarding the preservation of hills and bluffs in
the northeast is attached.
11. City staff attended the November 9 meeting of the San Joaquin Valley Rail Committee
at the request of Council member DeMond. The Public Works Department has
provided a report on that meeting.
Honorable Mayor and City Council
November 17, 2000
Page 2
12. Responses to Council requests area as follows:
Councilmember Couch
· Review of"Amber Alert" Program
· Land use concerns related to the power plant at Coffee and Rosedale
· Contact of citizen by staff regarding bike lanes on Brimhall Road
· Kern River bottom concerns
· Monthly Investment Report
Councilmember Maggard
· Status of work program for planning in Northeast Bakersfield, and the Southeast
and Pioneer Redevelopment Project Areas
Councilmember Salvaggio
· Safety issues and semi-trucks parking at Wible and Berkshire Roads
AT:al
cc: Mayor-Elect Hall
Council members-Elect Benham and Hanson
Department Heads
Pamela McCarthy, City Clerk
Trudy Slater, Administrative Analyst
: RECEIVED .~
B A K E R S F IE L D - -- :~
iCITY M · = ....
ANAGER S O~ ,'ICE[
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: ALAN TANDY, City Manager
FROM: RAUL ROJAS, Public Works Director
DATE: November 15, 2000
SUBJECT: East California Avenue Crossing of the San Joaquin Valley Railroad
FYI, the above railroad crossing improvement was just completed and opened late
yesterday. This crossing is a joint City/County/San Joaquin Valley Railroad project, and
both the City Engineering and Streets Divisions worked closely with the County and the
Railroad to complete the project. As you may recall, this was a terribly bumpy crossing that
if traversed at more than the posted speed of 10 miles per hour, resulted in a "Dukes of
Hazzard" vehicle stunt. This crossing can now be traversed at the speed limit for the street
of 40 miles per hour.
cc: Jacques R. LaRochelle, Engineering Services Manager
tdw:S:\TED~2000memo\l 11500al.wpd
From: Ed Lazaroti ~
To: Stan Ford
Date: Wednesday, November 15, 2000 12:57:18 PM
Subject: Tree inventory
David Schwartz completed the tree inventory. The count is 24,841 trees in the parks, streetscapes and
city owned properties.
S~ATE OF CALIFORNIA - BUSINESS, TRANSPORTATION AND HOUSING AGENCY GRAY DAVIS, Governor
DEPARTMENT OF TRANSPORTATION
1352 WEST OLIVE AVENUE
P. O. BOX 12616
FRESNO, CA 93778-2616
TDD (559) 488-4066
OFFICE (559) 488-4057
FAX (559)488-4195 : EC !VED
October 31,2000
Cl~ aANAGER'S OF~CE
Mr. Alan Tandy
City Manager
City of Bakersfield
1501 Truxtun-Avenue
Bakersfield, CA 93301
Dear ~~ay:
I am writing in response to your letter of August 25, 2000, inquiring about a soundwall at
State Route 99 and the White Lane interchange area in Bakersfield. It has taken a while to
pull together the. latest information about the proposed soundwall as it relates to the City
project to widen Whi~e Lane through the interchange area.
yoUr sPecific request' iS in regards to the proposed soundwall along the:nodhbound Off, ramp
t0 White Lane: adjacent'to the Smoketree Mobile Home Park. A Noise Barrier. Scop~
Summaw Repo~ (NBSSR) is required'for this project to be programmed'fOr State Highway
Account funding. City engineering staff has requested they produce the NBSSR and have
been working on it over the past couple of years.
In 1997, Senate Bill 45 was signed into law by Governor Wilson. The provisions of SB 45
separated the State Transpo~ation Improvement Program (STIP) such that Caltrans
receives authority to program 25% of the funds and regional agencies, such as the Kern
Council of Governments, 75% of the funds. Among the implementing guidelines of the
California Transpodation Commission is--the provision that-soundwalls-, other than noise-
mitigation for new highWay projects, and the responsibility of the, respective regional
agencies to fund. The practical effect is that Caltrans has no fund source for the White Lane
soundwall and, therefore, it must be funded from other fund sources such as local funds or
Regional Improvement Program funds allocated to the Kern Council of Governments.
Caltrans met with City engineering staff on August 30, 2000, to discuss several projects
including the White Lane project and the implications to the soundwall project. The
implications of widening White Lane include necessaw reloCation and reconstruction of the
freeway on and off-ramps including the'ramp adjacent to the Smoketree Mobile Home Park.
If the soUndwall~'W~re built before the White Lane project most of the sOundwall would have
to be demolished and rebuilt when the ramp work was done in conjunction with the White
Lane widening project.
Mr. Alan Tandy
October 31,2000
Page 2
It has been jointly agreed by City and Caltrans staff that it would be most prudent to
construct the soundwall in conjunction with the White Lane widening and ramp
reconstruction project. Our understanding of the City's current schedule shows that the
environmental document and project report will be completed next summer. The design
work can begin at that time with construction expected to start in the summer or fall of 2002.
As you suggested in your letter of August 25, 2000, we have met with City staff and I believe
the information I have provided addresses your concerns. If you should require any
additional information, please contact Alan McCuen, District Division Chief, Planning, at
(559) 488-4115. ' -
Sincerely,
District Director
District 6
c: Councilmember Mark Salvaggio Raul Rojas, Public Works Director
Jacques R. LaRochelle, Engineering Services Manager
Ted Wright, Design Engineer
;ECEIVED
I
BAKERSFIELD j
~TY MANAGEr'S 0,:
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: ALAN TANDY, City Manager
FROM: RAUL ROJAS, pUblic Works Director ~_~ .~..~..~
DATE: November 14, 2000
SUBJECT: State Route 178 at Comanche Drive/Alfred Harrell Highway - T9K015
Staff just received Caltrans approval of the environmental documents and studies for the
realignment of Comanche Road with Alfred Harrell Highway and the installation of a traffic
signal at the Alfred Harrell Highway/Comanche Drive/State Route 178 intersection. As you
may recall, our efforts to gain environmental approval for this project have taken quite some
time (initial environmental documents were submitted to Caltrans last February). The plans
and specifications for this project are about 85% complete, and staff anticipates submitting
to Caltrans the week after Thanksgiving the necessary plans and paperwork for permitting,
funding approval, and the completion of a cooperative agreement between the City and
Caltrans for the project. Dependent upon Caltrans' review time schedules for these items,
this project should be out to bid early next year.
cc: Jacques R. LaRochelle, Engineering Services Manager
tdw:S:\TED~000memo\l 11400at.wpd
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: Alan Tandy, City Manager
FROM: Raul Rojas, Public Works Director~/~ f.__
DATE: November 8, 2000
SUBJECT: Bakersfield Landfill Closure Project Update
Staff has recently submitted to the Regional Water Quality Control Board a proposed
work plan for this project's test pad. Many weeks ago, it was hinted by RWQCB staff
that a dual test pad may be required. However, subsequent meetings with them did not
provide anything definitive, so we have proceeded with the less costly option.
Due to the changing of RWQCB members at the end of their terms this month, it is
likely that approval of the work plan will be delayed until next spring. In the meantime,
the landfill is being maintained properly.
KB
S:\BAK_LANDF1LL~Vlemos~BSL_UPDATE 110800.wpd
MEMORANDUM
NOV 13 2000 i
November 2, 2000 .-.,.... -?v, MANAGER'S .... ~ :.--, .'-,:¢'...-..'- ~
TO: ALAN TANDY, CITY MANAGER -" / /
FROM: JACK HARDISTY, DEVELOPMENT SERVICES DIRECTOI~,~_~~¢'/~
/
SUBJECT: PRESERVATION OF HILLS AND BLUFFS /"
/
Councilman Maggard and you have asked how we would proceed to preserve the hills and
bluffs in the northeast. In addition, as an outcrop of hearings on City in the Hills, quite a bit of
public concern has been expressed over the future of the hills and bluffs. For the city to play a
significant role in the preservation of the hills and bluffs, it would need to adopt policies and
plans for the preservation of that open space and how it would be accomplished. This would
establish the foundation for budgeting, staff involvement and cooperative ventures.
Here are the steps to go forward:
1. Agenda for City Council consideration "Initiation of General Plan Amendments to
Preserve Hills and Bluffs in the Northeast." This is when and how staff is
directed to prepare draft policies, plans and implementation for review and
possible adoption.
2. Staff would draft the policies and plans while working with the property owners,
community groups and area residents.
3. The Planning Commission conducts public hearings on proposed policies and
plans which conclude with a recommendation to the City Council.
4. The City Council conducts its public hearing of the recommendation and adopts
as recommended or modified or it may choose not to adopt.
5. Various city departments and civic groups and property owners begin work within
the general plan's framework to implement the plan.
This is related to a broader referral concerning planning for the Northeast, Central and
Southeast areas of the city. Stanley Grady has prepared a draft response to that referral which
will need to be reviewed and approved by you because of its budget implications. That
response goes into greater detail.
JH:pjt
cc: Stanley Grady, Planning Director
2:mat11-2
B A K E R S F I E L D CltY~A~GE~,S~-i,,-
Public Works Department
Memorandum
To: ALAN TANDY, CITY MANAGER
From: RAUL ROJAS, PUBLIC WORKS DIRECTOR ~
Date: NOVEMBER 15, 2000
Subject: NOVEMBER 9, 2000 MEETING OF THE SAN JOAQUIN VALLEY RAIL COMMITTEE
Councilmernber Patricia J. DeMond, Ward 2
City staff attended the November 9 meeting of the San Joaquin Valley Rail Committee at the request
of Councilmember DeMond. The following is staff's report of that meeting.
A quorum of voting members was not present so no actions were taken. The meeting then
consisted only of discussions.
Agenda Item 3.A,1, Resolution on direct service from Bakersfield to Los Angeles
A letter will be written based on the action that was taken at the past meeting in Martinez.
Agenda Item 3.A.2, Future action and report on High Speed Rail
The Committee discussed who is on the High Speed Rail Citizen Advisory Committee
(HSRCAC) and which members are regularly attending the High Speed Rail Authority's
meetings. It was noted that two or three members of the SJVRC are also members of the
HSRCAC but only one of them has been attending the Authority's meetings.
The Committee discussed the importance of interconnecting high speed rail service with
other existing rail service and the need to increase the speed on those existing rail lines.
Agenda Item 3.A.3, Subcommittee report on the formation of Joint Powers Authority
There was no report on this item.
Agenda Item 3.A.4, Sixth train to/from Sacramento upon receipt of addition consist from southern
California
The sixth train is in the state budget. Due to the recent train accident in southern
California, service would probably start in late 2001. A more complete report will be
presented at the January meeting.
S:~PROJECTS~ARNOLD/SJVRC 11_09_00.wpd Page 1 of 2 Pages
Agenda Item 4.A, Amtrak West Report
On time performance is at 69.3 percent for the year to date. This is improving.
Agenda Item 4. B, Amtrak 20-year plan
Parsons-Brinkerhoff was hired by Amtrak to do a study on how to improve numbers of
passengers, increase number of commuters and to add light freight to the Amtrak trains.
Amtrak's five year plan has been completed (we have requested a copy of it). That plan
established a goal of 105 mph train speed on the San Joaquin Corridor.
Amtrak has established a model of the existing system that will allow them to study how
improvements to existing routes and new routes will affect the system.
They plan on having the final plan ready for the public review in January 2001.
Currently, train speeds of 90 mph are possible with the installation of Automatic Train Stop
(ATS) equipment on the trains. This must be approved by the Federal Railroad Authority
before it can be implemented. The freight trains must also be equipped with the ATS
improvements.
The Committee requested the Amtrak and Caltrans Rail Program consider extending the
sixth daily on the San Joaquin to Redding to provide improved passenger rail service into
northern California.
Agenda Item 5.A, Ridership/Revenue
The report for August and September was distributed and reviewed. A copy is attached.
Agenda Item 5.B, Track Improvements
Caltrans Rail Program reported that a $6.0 million agreement has been entered into with
BNSF for the design of track improvements between Stockton and Sacramento and
between Port Chicago and Martinez.
The new Martinez Station project is now up to a total project cost of $30 million. The
majority of this cost has been spent on rail improvements and environmental issues. The
station building should be completed and opened by end of this calendar year.
Agenda Item 6.A, Fresno Station
The City of Fresno is now starting another study to refurbish the existing station. Amtrak
is spending $600,000 for this project.
Agenda Item 6.B, Capitol Corridor
Ridership on the Capitol Corridor has increased dramatically. This is primarily due to
business commuters riding daily between Sacramento and San Francisco.
Agenda Item $.C, Central Coast
The Central Coast train should start service in October 2001. This will provide passenger
rail service between Los Angeles and San Francisco, which will be a ten-hour trip.
The Committee discussed the importance of calling our Congressional Representatives
immediately to ask them to support the high speed rail investment bills that are being
considered in these final weeks of the 2000 calendar year.
S:~PROJECTS~ARNOLD~SJVRC 11_09_00.wpd Page 2 of 2 Pages
REPRESENTING COUNTIES ALONG THE ROUTE OF THE SAN JOAOUINS
Agenda
Thursday, November 9, 2000
KINGS COUNTY GOVERNMENT CENTER
Administration Building #1
1400 West Lacey Boulevard
Hartford, California 93230
(directions attached)
12:30 P.M. -- 4:30 P.M.
(Transportation between the train station and the Government Center will meet Trains 712 and 717)
Train Times: Train #713 from Bakersfield arrives 11:04 A.M.
(Southern California bus connection)
Train #712 from San Francisco Bay Area arrives 12:10 P.M.
(Sacramento/Stockton bus connection)
Train #717 to San Francisco Bay Area departs 5:05 P.M.
(Sacramento/Stockton bus connection)
Train #716 to Bakersfield departs 5:41 P.M.
(Southern Califomia bus connection)
Item 1. Call to Order and other preliminary matters Chair Stan Thurston
A. Welcome by Kings County
B. Introductions
C. Remarks by Chair
D. Minutes of September 14 meeting in Merced ACTION
Item 2. Public comment On non-agenda items only
(Speakers can address specific agenda items at time of presentation.)
Item 3. Consideration of major policy issues
A. Discussion and possible action:
1. Resolution on direct service fi.om
Bakersfield to Los Angeles Paul Bartlett
2. Future action and report on
High Speed Rail
3. Subcommittee report on formation of JPA George Gaekle
4. Sixth train to/fi.om Sacramento upon
receipt of additional consist fi.om
southern California Arthur Lloyd
B. Committee concerns Supervisor Vern Moss
Item 4. Amtrak West report Jay Commer
A. Reservations; on-time performance; equipment availability
B. Amtrak 20-year plan Elizabeth O Donoghue
Item 5. Caltrans Rail Program reports
A. Ridership/Revenue Steve Zimrick
B. Track improvements
Stockton/Sacramento
Port Chicago/Martinez Steve Zimrick
C. CTC report Warren Weber
D. Marketing/Advertising/Operations Eric Schatmeier
Dennis Winger/Steve Miller
Item 6. Other reports
A. Fresno station Paul Bartlett
B. Capitol Corridor, Pacific Surfliner Gene Skoropowski/
Steve Zimrick/
C. Central Coast, ACE, Caltrain Arthur Lloyd
Item 7. Committee member concerns/reports
Item 8. New business
Item 9. Next meetings January 11 Bakersfield
March 8 Fresno (Annual Meeting)
Item 10. Adjournment of meeting (in memory of San Joaquin County Supervisor Bob Cabral)
.~ 10/24/00 11:09 FAX 209 585 8047 KlngsCoA&0DAdmln ~002
Directions to Hartford FrOm South
· Traveling on ]-lighway 99 NOrth, take the SR. 198 West exit to Hartford.
· Travel West on SR 198 into Hanford and take the 12'h Avenue Exit.
· Turn right onto 12t~ Avenue.
· Travel North until you reach Lacey Boulevard (Second Stoplight) and turn right.
· Travel East on Lacey Boulevard (stay in left lane)
· You will see the entrmace to the Kings County Govenunent Cellterjtut past the stoplight located
at Mall Drive/Kings County D~ve.
Directions to Hartford from North
· Travel on Freeway 99 South to Selma and take the Hwy 43 - I-hnford/Corcoran exit.
· Travel Hwy ~,3 South and take the SP,. 198 West entrance to Hartford
· Travel West on SR. 198 into Hartford and take thc 12th Avenue Exit.
· Turn right onto 12u~ Avenue.
· Travel North m~til you reach Lacey Boulev'ard (Second Stoplight) and turn fight.
· Travel East on Lacey Boulevard (stay in left lane)
· You will see thc entrance to the Kings County Government Center just past the stoplight located
at Mall Drive/Kiugs County Drive.
San Joaquin Ridership and Revenue Summary
August 2000
Total Ridership -3.6% vs. FY99; -4.5% vs. Plan
Ticket Revenue +15.3% vs. FY99; +13.3% vs. Plan
What's Hot?
· The average trip length reached an all-time high of 167 miles,
which is nearly 6% above FY99 levels as we continue to attract
more lucrative long-distance passengers.
· Ticket revenue was an all-time record for the service and was the
result of the longer trip lengths and higher yields.
· Ridership on trains 702 and 703 (Sacramento-Bakersfield)
continued to show improvement increasing 3.6% and 8.0%,
respectively.
· Interactive bookings (Intemet and VRU) increased 93.4% and
accounted for 10% of total bookings compared to just 6% in
FY99.
· Average daily ridership on Fridays, Saturdays and Sundays
increased more than 8% for each day.
· Ridership between Emeryville and Stockton increased for the third
consecutive month (+8.0%) after being down for most of the year.
· Ridership between Emeryville and Bakersfield increased 27.6%
while revenue increased 33.0%.
What' s Not?
· Declines in ridership were seen on a number of trains with the
largest losses on 711 (-15.4%), 716 (-8.4%) and 715 (-6.6%).
· On-time performance continued to deteriorate falling to just
35.8%.
· Ridership between Fresno and Hanford, which was the third
largest city pair in terms of ridership in FY99, declined 58.8%.
· Average daily ridership between Monday and Thursday continues
to decline with the largest losses seen on Wednesday (-12.5%) and
Thursday (-22.9%).
· Fresno continues to under perform compared to the route as a
whole with ridership down 15.0% (-5.2% without Hanford
results).
San Joaquin Ridership and Revenue Summary
September 2000
Total Ridership +9.3% vs. FY99; -4.4% vs. Plan
Ticket Revenue +15.9% vs. FY99: -1.0% vs. Plan
What's Hot?
· Best Performance of the year for both ridership and revenue.
· September ridership was a record for the month at 51,752, and
marked the first time that more than 50,000 passengers were
carried in the month.
· Ridership on trains 702 and 703 (Sacramento-Bakersfield) had
the best performance increasing 27.9% and 26.4%, respectively.
· Strong gains were also seen on trains 712 and 717, up 13.1%
and 17.7%, respectively, following the trends seen since the
unstaffed stations were added with the May timetable change.
· Ridership in all top city pairs experienced double-digit
increases.
· Ridership between Emeryville and Stockton increased 9.3%, the
fourth consecutive month of increases.
· Intemet bookings increased more than 130%.
What' s Not?
· Ridership on train 711 declined 9.6% with the losses driven by
steep drops in ridership Monday-Thursday.
· Ridership between Fresno and Hanford, which was the third
largest city pair in terms ofridership in FY99, declined 48.1%.
· On-time performance improved significantly over August but
still fell well below FY99 levels and plan at 71.3%.
· Passengers using multi-ride tickets declined 35.1 °/3 and was
driven by a large drop in Fresno-Hanford business.
· Weekday ridership, especially Wednesdays and Thursdays,
remains weak.
SAN JOAQUIN ROUTE
RIDERSHIP AND REVENUE TRENDS
Passengers Revenue
99/00-00/01 99/00-00/01
1998-99 1999-00 2000-01 % Chan~le 1998-99 1999-00 2000-01 % Chan~le
Jul. 69,611 Ji/ 67,777 ~' 70,714 4.3°/° $ 1,678,635 $~1,~5,660 $~2,005,036 6.3%
Aug 71,756~ 69,342 ~/ 66,843 -3.6% $ 1,694,434 $~'1,782,509. $~2,044,576 '14.7°/~
Sep 48,933 47~348 /j~ 51~752 9.3% $ 1,169,452 $-~',1,298,797
Oct 51,874 '-- 51~522 $ 1~190,488 $/p 1,274,844
Nov 55,463 '~ 56,813 $ 1,407,478 $'~1,596,657
Dec 53~751 --. 53~612 $ 1~518,062 $~1,639,691
Jan 41,668 ,~, 38,099 $ 1,079,159 $,/~1,104,358
Feb 41~264 ~ 41~963 $ 941,041 $'~1~061,434
Mar 58~543 ~ 51~713 $ 1~178~574 $~1~348~141
Apr 61,586 ,~ 65,817 $ 1,464,864 $~,1,723,438
May 64,383 ~ 64,207 $ 1,508,723 $ ~1~557,864
June 61,855 ,~, 63,082 $ 1,665,547 $1~1,788,119
Total thru Aug 141,367 137,11§ 137,557 0.3% $ 3,373,069 $ 3,668,169 $ 4,049,612 10.4%
Totalthru Sep 190,300 184,467 189,309 2.6% ~ ii
FY Total 680,687 671,295 I ~ ...... ~ ~'~ '
~, $ 16,496,457 $ 18,061,512 I~
San Joaquin Route Ridership
80,000 ~~ ............ ~ --[ ..... ~-,~ ............ -~-~ ..........
60 0~- - -~ ........... ' ...... ~ ..... ~ ........ ~- .... ~ ..... "~ /
40,000 ~ ............................... ................
30,000 ~ :
Jul. Aug Sep Oct Nov Dec Jan Feb Mar Apr May June
San Joaquin Route Revenue
$2,200,000 :- ..........................................................
$2,000,000 ~ ...................................................
$1,800,000 ? ..............................................
$1,6OO,0OO
$1,4OO,0OO
$1,200,000
$1,000,000 ~- ..............................................
$800,000
Jul. Aug Sep Oct Nov Dec Jan Feb Mar Apr May June
i--e-- 199899
Chart S J-B2 LFH 10/30/00
SAN JOAQUIN ROUTE
RIDERSHIP AND FINANCIAL PERFORMANCE COMPARISON
(Includes Trains and Connecting Buses)
STATE FISCAL YEARS 1999-00 AND 2000-01
Rldership Revenue Expense [] Farebox Ratio
Month 1999-00 2000-01 % Chg. 1999-00 2000-01 % Chg. 1999-00 2000-01 % Chg. 1999-00 2000-01 % Chg.
July 67,777 70,714 4.3% $1,885,660 $2,005,036 6.3% $3,725,561 $3,635,276 -2.4% 50.6% 55.2% 9.0%
August 69,342 66,843 -3.6% $1,782,509 $2,044,576 14.7% $3,168,093 $3,472,343 9.6% 56.3% 58.9% 4.7%
September 47,348 51,752 9.3% $1,298,797 $3,866,619 33.6%
October 51,522 $1,274,844 $3,335,977 38.2%
November 56,813 $1,596,657 $3,487,872 45.8%
December 53,612 $1,639,691 $3,788,676 43.3%
January 38,099 $1,104,358 $3,323,281 33.2%
February 41,963 $1,061,434 $3,329,388 31.9%
March 51,713 $1,348,141 $3,446,977 39.1% ~
April 65,817 $1,723,438 $3,244,494 53.1%
May 64,207 $1,557,864 $3,567,953 43.7%
June 63,082 $1,788,119 $3,506,891 51.0%
Fiscal Year thru
August 137,119 137,557 0.3% $3,668,169 $4,049,612 10.4% $6,893,654 $7,107,619 3.1% 53.2% 57.0% 7.1%
Monthly
Average 68,560 68,779 0.3% $1,834,085 $2,024,806 10.4% $3,446,827 $3,553,810 3.1% 53.2% 57.0% 7.1%
Fiscal Year thru '~' ~ ~' ~ · ~ .... ~ ~
September 184,467 189,309 2.6%
Monthly
Average 61,489 63,103 2.6% , ~
Complete ~ ~ ~ ~:~. ~ ~ ~ ~ ~ ~
Year Total 671,295 ~ :~ ~ /~ ~ $18,061,512
~ ~ ~ $41,791,782 ~ ~:~ - 43.2~ ~
, ~; $1,505,126 $3 482 649 ~ ........... ~ =~;~ 43 2Yo ~ ~ ,~ ~,
~ -Train operation expense does not include equipment capital costs (D&I)
Chart S J-A1 LFH 10/30/00
BAKERSFIELD
CITY MANAGER'S OFFICE
MEMORANDUM
October 20, 2000
TO: Councilmember Couch
FROM: John W. Stinso~'~istant City Manager
SUBJECT: Referrals dated 10/25/00
The following are staff responses to the referrals made by you on 10/25/00:
#1 Question: Forward magazine article "This is an Amber Alert" to Police
Department.
Response: This was referred to the Police Department per your request, a
response regarding the program is attached.
#2 Question: Request that staff prepare correspondence to railroad companies
regarding developing a railroad crossing maintenance program for
your signature.
Response: This item was referred to the City Attorney's office to contact you.
The City Attorney has prepared a memo regarding this issue, which
is being provided under separate cover.
#3 Question: Message from Mr. Frank Echenique regarding land use concerns
related to the power plant purchased by North American Power Group
at Coffee Road and Rosedale Highway.
Response: The Planning Department will be contacting Mr. Echenique and will
respond to his concerns regarding the new owner of the power plant
and their plans for development of the site. They will provide you
information regarding his concerns when they become available.
#4 Question: Message from Mr. Alvin Horn regarding the need for bike lanes on
Brimhall Road.
Response: The Traffic Engineer has contacted Mr. Horn and prepared a
response to his concerns which is attached.
Councilmember Couch
October 20, 2000
Page 2
#5 Question: Message from Mr. Joe Appleton regarding work being done in the
river bed of the Kern River
Response: Staff from the Water Resources department contacted Mr. Appleton
regarding his concerns they have prepared a memo explaining the
conversation with Mr. Appleton regarding the work in the river which
is attached.
#6 Question: Channel 23 editorial regarding shopping carts.
Response: Per your request the City Attorney has contacted you regarding this
issue.
#7 Question: Has the City received a response from the County regarding the letter
sent to the Board of Supervisors by Planning Director Stanley Grady
regarding the draft EIR for approval of the Conditional Use Permit for
the Herschel Moore Dairy?
Response: Development Services Director Jack Hardisty indicates the city has
not received any response to the letter.
#8 Question: Various questions regarding city investment policies.
Response: Finance Department staff has prepared responses to your questions
which are attached
#9 Question: Phone message from Mr. Frank Cantelmi.
Response: I contacted Mr. Cantelmi, who said he had some concerns regarding
a recent request for qualifications for air conditioning work requested
by the city. He was interested in why local contractors did not receive
a preference for this type of work. I explained the process to him and
restrictions placed on the city by state law in this regard. I also
explained that I could set up a meeting with public works staff and him
to discuss the review process so he would have a better
understanding of it and could share his concerns with staff. He
declined, and said it was not necessary, and that he appreciated me
contacting him.
JWS:RKS
Enclosures
RECEIVED
C~TY MANAGER'S
BAKERSFIELD POLICE
MEMO NDUM
November 15, 2000
To: Alan Tandy, City Manager
Honorable Mayor Price and Council Members
From: W.R. Rector, Assistant Chief of Police
For Eric W. Matlock, Chief of Police
Subject: Response to Council Referral "Amber Alert"
Council Member Couch
Meeting of October 25, 2000
"Couch requests that Chief Matlock review the "This is an Amber Alert" Program
and respond regarding the merits of program for City of Bakersfield requesting a
response by 4:00, Wednesday 1~/~5 .... "
The police department's news media relations representative, Sgt. Bob Bivens, was
assigned to review and research the "Amber Alert Program". Staff will discuss the
feasibility of this program with local media at the next task force meeting in January of
2001. I will provide an update to council following the January meeting.
Please refer to the attached memorandum by Sgt. Bivens for complete details.
Vrf
attachment: "Amber Alert System"memorandum by Sgt. Bob Bivens dated 11/15/00
November 15, 2000
To: Eric W. Matlock, Chief of Police ~ .~' ~
From: Bob Bivens, Sergeant
Subject: Amber Alert System
The "Amber Alert" system is utilized by Dallas-Fort Worth law enforcement agencies when a
child abduction occurs. Local radio stations are notified by police, via fax, when a child
abduction takes place. The radio stations send out a loud alarm tone, followed by an
announcement, "This is an Amber Alert." A description of the suspect, the suspect vehicle,
and a description of the victim is broadcast. The "Amber Alert" is sent out every 15 minutes
over the airwaves by the radio stations.
The intent of the "Amber Alert" is to inform the motoring public of the abduction, in hopes of
receiving a cellular telephone call from a citizen who spots the suspect vehicle on the road.
To ensure the "Amber Alert" system would not be diluted with misuse or false reports, law
enforcement established strict criteria for issuing the alert. The child has to be under 15 years
of age, have a mental or physical disability, and the police need to have reason to believe the
child is in danger of serious harm or death. Runaway juveniles and children taken during
custody disputes do not normally qualify.
The Bakersfield Police Department currently uses the Kern County Broadcasters Association
(KCBA) as a means of notifying the public through the media about dangerous or hazardous
situations. Bakersfield Police Officers can utilize the KCBA paging system 24 hours a day,
seven days a week. The system notifies all subscribers, which includes radio, television and
print media sources.
The KCBA system is used by media companies, law enforcement agencies and emergency
.medical systems to ensure notification of any major incident in Kern County. This allows
Bakersfield Police Officers the ability to make one telephone call to notify the media of an
abduction for immediate release to the public.
The Bakersfield Police Department has a child abduction protocol that outlines the
responsibilities of first responders to a witnessed or non-witnessed child abduction. Much like
the "Amber Alert" system, our officers conduct a preliminary investigation to determine the
facts surrounding the incident. Once the suspect information has been developed, a
Page I
broadcast is sent statewide and countywide. Additionally, notifications are made to the F.B.I.,
Department of Justice, California Office of Emergency Services and Center for
Missing/Exploited Children.
The Current KCBA system does not guarantee that a radio or television station will broadcast
the information every 15 minutes. As the public information officer, I have found local radio
and television managers to be very supportive of law enforcement requests for help from their
listeners and viewers.
I believe the current system works well. However, I would like to propose this idea at the next
media task force meeting and get some feedback from the local media companies. If an :
agreement could be reached with the local stations, the "Amber Alert" system could be
another tool for the Bakersfield Police Department to utilize. The next media task force
meeting is scheduled for January 2001.
Page 2
RECEIVED
· ?TY MANAGER'S OFF~CE
B A K E R S F I E L D -'-----~
PUBLIC WORKS DEPARTMENT
TO: ALAN TANDY, CITY MANAGER
FROM: RAUL ROJAS, PUBLIC WORKS DIRECTOR
DATE: November 14, 2000
SUBJECT: BIKE LANES ON BRIMHALL
Council Referral No. WF0018680/001 (Ward 4)
Councilmember Couch requested that staff contact Alvin Horn, 324-4756 regarding
the need for bike lanes on Brimhall Road. Request a copy of response by 4:00 p.m.,
Wednesday 11/15.
The Traffic Engineer contacted Mr. Horn and discussed bike lane needs in the area of
Brimhall and Calloway. Brimhall is not designated in the 2010 General Plan to receive
bike lanes and is not widened for bike lanes. It may be possible, once the road is fully
built out, to stripe a minimal width bike lane from Coffee to Calloway. Mr. Horn was told
that the Traffic Engineer will consider striping a bike lane once the road is completed to
its ultimate width with curbs. Mr. Horn was pleased this would be considered and
required no additional response.
cc: Traffic Engineering file: Brimhall
S:\WP\CC_REFS\WF0018680.BikeLanes~Brimhall,ref. wpd
City ot Ba~ersIield
WORK REQUEST PAGE 1
REQ/JOB: WF0018680 / 001 PROJECT: DATE PRINTED: llZ13~00
REQUEST DATE: 10/25/00
CREW: TIME PRINTED: 11:20:07
SCHEDULE DATES
LOCATION: S'r~'r: ~u~25~00
LOCATION ID: ZIP CODE: COMPLETION: 11/15/00
GEN. LOC: FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
REQ DEPT: CITY COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: COUNCILMEMBER COUCH ORIGIN: CITY COUNCIL REFERRAL
USER ID: DSULLIVAN WORK TYPE: REFERRAL
DESCRIPTION: BIKE LANES ON BRIMHALL
CONTACT
ALVIN HORN Phone 1phone 2 661-_ 3244756 /
Bakersfield, CA 93301
REQUEST COMMENTS
***REFERRAL TO PUBLIC WORKS, TRAFFIC ENG. ***
COUCH REQUESTS THAT STAFF CONTACT ALVIN HORN
REGARDING THE NEED FOR BIKE LANES ON BRIMHALL RD.
REQUEST A COPY OF RESPONSE BY 4:00, WEDNESDAY
11/15. COPY OF CORRESPONDENCE AVAILABLE AT THE
CITY CLERK'S OFFICE FRONT COUNTER.
Job Order Description: BIKE LANES ON BRIMHALL Cat~gory: PUBLIC WORKS
Task: RESPONSE TO REFERRAL
Assigned Department: PUBLIC WORKS
START DATE __/ / COMPLETION DATE / /
Sent By: CITY CLERKS OFF[CE; 661 323 3780; 0ct-16-00 16:39; Page 1/1
To: DAVID COUCH At: 3279417
,u; u~v~u ~uu~.n r~4~ az/-9417
~ FROM: CITY CLERK'S OFFICE
' B A K E R S F [ E L D Office-325-376'7 Fax-661323-3780
· ·
OF
PHONE ~ ~OS~L~
MESSAGE
:' CA~O '
.SEEYOU
SIGNED
....... RECEIVED
MEMORANDUM [' .ov, moo
~~~v4 November 14, 2000
TO: Gene Bogart, Water Resources Manhg~-
FROM: Maurice Randall, Business Manager.
SUBJECT: CITY COUNCIL REFERRAL - WF0018681
CONCERNING RIVER BOTTOM
This memorandum is in response to Councilmember David Couch's referral of October 25, 2000
regarding Joe Appleton's concerns about the river bottom.
On Monday, November 13, 20001 contacted Joe Appleton to discuss his concerns regarding the
Kern River bottom. Mr. Appleton stated that he was concerned about the amount of heavy equipment
in the river bottom and level of activity near Golden State Highway. I informed Mr. Appleton that the
work underway was part of the City' s ongoing river maintenance program and also there was some repair
work underway to secure some exposed phone lines and correct some erosion around the northern piers
to the Golden State Highway/204 Bridge. The work in that area should be completed within 45 days and
is being coordinated between the City, CALTRANS, Pacific Bell and Union Pacific Railroad,
Mr. Appleton stated that he was just a concerned citizen and thanked me for the information.
MR:sr
j '~? City of Bakersfield *REPRINT*
. WORK REQUEST PAGE 1
REQ/JOB: WF0018681 / 001 PROJECT: DATE PRINTED: 11~13~00
REQUEST DATE: 10/25/00
CREW: TIME PRINTED: 16:20:55
SCHEDULE DATES
LOCATION: S%'~': ±0~25~00
LOCATION ID: ZIP CODE: COMPLETION: 11/15/00
GEN. LOC: FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
REQ DEPT: CITY COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: COUNCILMEMBER COUCH ORIGIN: CITY COUNCIL REFERRAL
USER ID: DSULLIVAN WORK TYPE: REFERRAL
DESCRIPTION: RIVER BOTTOM
CONTACT
JOE APPLETON Phone 1 661 - 5895277 ( )
Phone 2 661 - 7478951
(
)
Bakersfield, CA 93301
REQUEST COMMENTS
***REFERRAL TO G.BOGART,WATER RESOURCES MANAGER***
COUCH REQUESTS THAT STAFF CONTACT JOE APPLETON
REGARDING HIS CONCERNS ABOUT THE RIVER BOTTOM.
RESPOND BACK TO COUCH BY 4:00, WEDNESDAY 11/15.
COPY OF CORRESPONDENCE AVAILABLE AT THE CITY
CLERK'S OFFICE FRONT COUNTER.
Job Order Description: RIVER BOTTOM
Category: WATER RESOURCES DEPT
Task: RESPONSE TO REFERRAL
Assigned Department: WATER RESOURCES DEPT
START DATE / / COMPLETION DATE / /
RECEIVED
MEMORANDUM , NOV I 5~
iCITY MANAGER'S
TO: Alan Tandy, City Manager
FROM: William C. Descary, City Treasurer
DATE: November 15, 2000
SUBJECT: Monthly Investment Report
This is in response to Councilmember Couch's questions concerning City investments.
Question: Which of these funds is for a project/s which is scheduled 3 - 10 years out?
Response: All the City's cash is pooled for investment purposes. Under the
pooled concept, funds are not identified for specific projects. The
City's five year Capital Improvement Budget is factored into cash flow
analysis to determine the term of investments. As you know,
California Government Code limits investment term to a maximum
of five years unless the City Council authorizes specific investments
for specific terms longer than five years.
Question: Can we use the increment earned in those pools/funds over what is
being-earned for something other than those projects?
Response: Interest earned on pooled cash is allocated in accordance with
Generally Accepted Accounting Principles (GAAP), which requires that the
cash balance in each fund be the basis for allocating interest. GAAP
requires that interest follow the principal. For example, interest earnings on
the Equipment Fund cannot be allocated to the Park Improvement Fund.
Similarly, Federal and State grants normally require that any interest
earnings on grant money must be used on projects for which the .grant
money was received. Cash can be loaned from one fund to another fund by
the City
Council authorizing an inter-fund loan at a market rate of interest.
Question: How can we restructure this portfolio to increase cash flow?
Response: The portfolio was structured under the provisions of California Government
(Code) and City Investment Policy. As stated in the policy, the primary
consideration in making investment decisions will be safety, liquidity, and
S:\Darrin\BillXaMemo - Tandycouncilreferral
Alan Tandy
Page 2
yield. The policy also states that the portfolio will be administered by the
prudent investor rule. Generally, the Code limits investment term to a
maximum of five years and limits investment options to certain securities. In
some cases there are further limitations that only a percentage of the
portfolio can be invested in certain securities.
The Code is intentionally restrictive. Numerous California cities have lost
large amounts of taxpayer money through inappropriate investments or
where short term money was invested long term to enhance yield. When
liquidity was needed, the investments were sold at significant loses ($60
million) which was the case in the City of San Jose in 1983. The City of
Camarillo lost a large percentage of its portfolio ($20 million) through
inappropriate investments in 1986. Numerous cities joined the Orange
County Pool to enhance yields. They seemed to lose sight of the risk vs
reward concept. When Orange County filed for bankruptcy in 1994, many
cities that were part of the pool also lost large amounts of money.
Consequently, the Code has been amended to be more restrictive over the
years in an attempt to prevent these loses of taxpayer money.
Restructuring a portfolio to enhance yield is a challenge under the best of
circumstances. Provision for some restructuring was provided in the recent
revision to the City Investment Policy which extended investment term from
three to five years as allowed in State Code. Additionally, restructuring was
attempted several months ago when, as provided by Government Code, the
City Council authorized a staff request to invest 10 percent of the portfolio or
a maximum of $10 million in triple A rated federal agency securities for a term
of ten years at 8 percent interest. Since this authorization, interest rates
have drifted lower and the 8 percent rate has not been available. Currently,
ten year agency bonds are being issued at a 7 percent coupon with various
call provisions. Staff feels that in order to potentially invest money for ten
years the rate should be at least 8 percent. However, five year bonds with
a 7 percent coupon and various call provisions are now being issued. The
call provisions of these five year bonds are being evaluated and selectively
purchased.
Staff will continue to be cognizant of restructuring opportunities to enhance
yield within the parameters of California Government Code and City
Investment Policy.
cc: Gregory Klimko, Finance Director
S:~Darrin\Bill\Memo - Tandycouncilreferral
City oi Bakersfield
~ WORK REQUEST PAGE 1
REQ/JOB: WF0018683 / 001 PROJECT: DATE PRINTED: ll~13Z00
REQUEST DATE: 10/25/00
CREW: TIME PRINTED: 11:45:29
~ SCHEDULE DATES
LOCATION: ~'rAKT: ±U~25~00
LOCATION ID: ZIP CODE: COMPLETION: 11~15/00
GEN. LOC: FACILITY NODES
FROM:
FACILITY ID: TO:
REF NBR:
REQ DEPT: CITY .COUNCIL REFERRAL PRIORITY: HIGH
REQUESTOR: COUNCILMEMBER COUCH ORIGIN: CITY COUNCIL REFERRAL
USER ID: DSULLIVAN WORK TYPE: REFERRAL
DESCRIPTION: MONTHLY INVESTMENT REPORT
REQUEST COMMENTS
***REFERRAL TO GREG KLIMKO. FINANCE DIRECTOR***
COUCH REQUESTS A RESPONSE TO THE FOLLOWING
QUESTIONS: 1) WHICH OF THESE FUNDS IS FOR A
PROJECT/S WHICH IS SCHEDULED 3 - 10 YEARS OUT?
2) CAN WE USE THE INCREMENT EARNED IN THOSE POOLS/
FUNDS OVER WHAT IS BEING EARNED FOR SOMETHING
OTHER THAN THOSE PROJECTS? 3) HOW CAN WE
RESTRUCTURE THIS PORTFOLIO TO INCREASE CASH FLOW?
RESPOND BACK TO COUCH BY 4:00, WEDNESDAY 11/15.
COPY OF CORRESPONDENCE AVAILABLE AT THE CITY
CLERK'S OFFICE FRONT COUNTER.
Job Order Description: MONTHLY INVESTMENT REPORT
Cat~gory: FINANCE
Task: RESPONSE TO REFERRAL
Assigned Department: FINANCIAL SERVICES
START DATE / / COMPLETION DATE / /
FOR 0004 (2199)
COUNCIL MEMBER
COUCH
MEMORANDUM
00 SEP 25 P~. 2:26
8AKERSF)ELD C)F¥ CLERK
TO: Honorable Mayor and City Council Members
FROM: William C. Descary, Treasurer [t~
DATE: September 22, 2000
SUBJECT: MONTHLY INVESTMENT REPORT
Attached are Monthly Investment and Transaction Reports dated
August 31, 2000. These reports are submitted to you in accordance with
Government Code Sections 53607 and 53646.
City Investment Pool:
Exhibit A: Investment Report - Summary
Exhibit A-1: Investment Report - Detail
Exhibit A-2: Explanation of Terms
Exhibit A-3: Transactions during the month
Fire Department Relief and Pension Fund:
Exhibit B: Investment Report - Detail
Exhibit B-1: Explanation of Terms
Exhibit B-2: Transactions during the month
Attachment
CC: City Manager
Finance Director
CITY OF BAKERSFIELD
MONTHLY INVESTMENT REPORT - SUMMARY
08-31-00
PERCENT OF
INVESTMENT CATEGORY AMOUNT PORTFOLIO
A BANKERS ACCEPTANCE $ 5,330,539 3.975
B FEDERAL FARM CREDIT BANK 19,998,125 14.913
B FEDERAL HOME LOAN BANK 17,000,000 12.678
B FEDERAL HOME LOAN MORTGAGE CORP. 15,998,976. 11.931
B FEDERAL NATIONAL MORTGAGE ASSN. 16,000,000 11.932
C MONEY MARKET FUNDS 24,430,281 18.219
D STATE INVESTMENT POOL (LAIF) 12,300,000 9.173
E TIME CERTIFICATES OF DEPOSIT 11,033,306 8.228
F U.S. TREASURY NOTES 12,003,420 8.951
TOTAL $ 134,094,647 100.000
A City Investment Policy limits maturity to 270 days and limits investment to 40% of the portfolio.
B Federal agency coupon triple A rated securities are purchased at par or discount. Securities are normally held to
maturity. Hence, no losses or gains are reported in the City financial statement which supports its desirable Aa3
Moody's bond rating. Agency securities represent longer term funds which enhance portfolio yield. City Investment
Policy limits maturity to a maximum of five years and limits investment to 20% of the portfolio per agency at time
of purchase.
C Assessment district bond proceeds are invested in money market mutual funds which meet the requirements of
Government Code Section 53601 (k). Money market funds efficiently meet 1986 Federal Tax Act requirements
of competitive bidding and facilitate federally required annual arbitrage reporting. Arbitrage is interest earnings in
excess of bond yield which must be paid to the federal government.
D LAIF has daily liquidity. City Investment Policy limits LAIF to 40% of the portfolio.
E City Investment Policy limits maturity to a maximum of five years and limits investment at time of purchase to 10%
of the portfolio per institution and 40% of the portfolio in this category.
F City Investment Policy limits maturity to a maximum of five years with no other limits.
EXHIBIT A
CITY OF BAKERSFIELD
MONTHLY INVESTMENT REPORT - DETAIL
08-31-00
TYPE OF DATE OF MARKET
INSTITUTION / ISSUER INVESTMENT MATURITY YIELD VALUE AMOUNT TOTAL
STATE OF CALIFORNIA
LOCAL AGENCY LAIF-A DAILY 6.505 5,500,000 5,500,000
INVESTMENT FUND LAIF-B DAILY 6.505 2,600,000 2,600,000
LAIF-C DALLY 6.505 4,200,000 4,200,000 12,300,000
FIDELITY CALIFORNIA
MONEY MARKET FUND MMF DALLY 6.320 23,500,654 23,500,654
FRANKLIN GOVERNMENT
MONEY MARKET FUND MMF DALLY 6.048 929,627 929,627
BANK OF AMERICA
BANK OF AMERICA BKACPT 09-15-00 6.334 997,608 970,958
BANK OF AMERICA BKACPT 09-22-00 6.341 996,431 969,933
FNMA NOTE 12-14-00 5.070 995,400 1,000,000
FHLMC DEB 12-15-00 5.070 995,211 1,000,000
FNMA NOTE 07-05-01 5.920 993,434 1,000,000
FNMA NOTE 07-17-01 6.000 993,887 1,000,000
FHLMC DEB 07-20-01 6.000 993 515 1,000,000
FNMA NOTE 10-26-01 5.250 983.957 1,000,000
FFCB NOTE 11-16-01 5.440 985.381 1,000,000
FHLB BOND 01-30-02 5.500 983.566 1,000,000
FHLMC DEB 02-19-02 5.500 983 020 1,000,000
FFCB NOTE 02-22-02 5.450 982 592 1,000,000
FFCB NOTE 03-08-02 5.620 984 451 1,000,000
FFCB NOTE 03-08-02 5.790 986 753 998,125
FHLB BOND 04-09-02 5.480 981 265 1,000,000
FFCB NOTE 05-13-02 5.625 982 688 1,000,000
FHLMC DEB 06°04-02 6.000 987,111 1,000,000
FHLB BOND 06-07-02 5.930 986,297 1,000,000
FHLMC DEB 06-12-03 8.000 1,004,000 1,000,000 18,939,016
EXHIBIT A-1 1
CITY OF BAKERSFIELD
MONTHLY INVESTMENT REPORT - DETAIL
08-31-00
TYPE OF DATE OF MARKET
INSTITUTION / ISSUER INVESTMENT MATURITY YIELD VALUE AMOUNT TOTAL
UNION BANK OF CA-A
UNION BANK CA BKACPT 09-01-00 6.701 1,126,778 1,106,389
FFCB BOND 09-01-00 6.125 3,000,000 3,000,000
FNMA NOTE 07-13-01 5.860 990.000 1,000,000
FHLMC DEB 10-26-01 5.000 977~500 1,000,000
FNMA NOTE 10-29-01 5.000 977 500 1,000,000
FNMA NOTE 11-02-01 5.000 977.340 1,000,000
FNMA NOTE 11-09-01 5.210 979 370 1,000,000
FHLMC DEB 11-13-01 5.070 977 660 1,000,000
FHLB NOTE 11-16-01 5.500 982 340 1,000,000
FHLMC DEB 12-05-0'1 7.700 1,000 000 1,000,000
FHLMC DEB 01-07-02 5.550 981 250 1,000,000
FFCB NOTE 01-28-02 6.250 992 190 1,000,000
FNMA NOTE 01-28-02 5.400 981 980 1,000,000
FHLB BOND 01-28-02 6.130 989 060 1,000,000
FNMA NOTE 03-15-02 5.800 982 810 1,000,000
FFCB NOTE 03-26-02 5.500 981 430 1,000,000 18,106,389
ZIONS BANK
FFCB NOTE 06-11-01 5.180 988,600 1,000,000
FHLMC NOTE 08-03-01 5.895 993,438 1,000,000
FHLMC DEB 08-17-01 5.420 987,500 1,000,000
FHLB NOTE 08-24-01 5.800 990,625 1,000,000
FHLB DEB 10-15-01 5.330 984,375 1,000,000
FHLMC DEB 10-29-01 5.040 980,625 1,000,000
FFCB NOTE 11-05-01 5.125 982,000 1,000,000
FHLB NOTE 11-23-01 5.520 985,000 1,000,000
FFCB NOTE 12-11-01 5.170 980,900 1,000,000
FFCB NOTE 12-17-01 5.100 979,800 1,000,000
FHLB NOTE 12-28-01 5.315 981,563 1,000,000
FHLMC DEB 01-14-02 5.570 984,063 1,000,000
FHLB BOND 01-22-02 5.500 983,125 1,000,000
FHLB BOND 01-28-02 5.515 982,813 1,000,000
FNMA NOTE 03-15-02 5.750 985,000 1,000,000 15,000,000
EXHIBIT A-1 2
CITY OF BAKERSFIELD
MONTHLY INVESTMENT REPORT - DETAIL
08-31-00
TYPE OF DATE OF MARKET
INSTITUTION / ISSUER INVESTMENT MATURITY YIELD VALUE AMOUNT TOTAL
UNION BANK OF CA- B:
A.G. EDWARDS
FHLB BOND 09-06-02 7.180 1,007,140 1,000,000
FHLB BOND 01-03-03 7.250 997,970 1,000,000
FHLB BOND 04-17-03 7.200 1,001,090 1,000,000 3,000,000
LPL FINANCIAL
FHLB BOND 09-06-02 7.250 1,008,060 1,000,000
FHLB BOND 10-25-02 7.020 996,560 1,000,000
FHLMC BOND 05-23-03 7.500 997,810 1,000,000
FNMA NOTE 06-26-03 7.250 998,910 1,000,000 4,000,000
MERRILL LYNCH
U.S. TREASURY NOTE 04-30-01 5.018 991,090 999,670
U.S. TREASURY NOTE 05-31-01 5.263 991,560 997,500
U.S. TREASURY NOTE 06-30-01 5.743 9,945,300 10,006,250 12,003,420
MORGAN STANLEY
FFCB BOND 10-02-00 6.250 999,530 1,000,000
FFCB BOND 10-02-00 6.600 999,840 1,000,000
FFCB BOND 11-01-00 6.340 999,220 1,000,000
FFCB BOND 12-01-00 6.850 999,530 1,000,000
FHLB BOND 09-09-02 7.200 998,750 1,000,000 5,000,000
PAINE WEBBER
FIRST UNION BANK BKACPT 09-11-00 6.314 2,340,123 2,283,259
FHLB BOND 08-28-02 7.220 999,060 1,000,000
FFCB BOND 09-27-02 7.000 994,690 1,000,000
FFCB BOND 10-25-02 7.110 995,620 1,000,000
FHLMC DEB 10-28-02 7.046 997,390 998,976
FHLMC NOTE 04-07-03 .7.300 999,600 1,000,000
FNMA NOTE 05-02-03 7.250 994,690 1,000,000
FNMA NOTE 07-10-03 7.375 996,410 1,000,000
FNMA NOTE 07-24-03 7.300 995,470 1,000,000 10,282,235
EXHIBIT A-1 3
CITY OF BAKERSFIELD
MONTHLY INVESTMENT REPORT - DETAIL
08-31-00
TYPE OF DATE OF MARKET
INSTITUTION / ISSUER INVESTMENT MATURITY YIELD VALUE AMOUNT TOTAL
MISSION BANK TCD 02-09-01 6.350 1,000,000 1,000,000
SANWA BANK CALIF. TCD 09-18-00 5.650 1,000,000 1,000,000
TCD 12-13-00 5.500 33,306 33,306
, TCD 06-08-01 6.450 1,000,O00 1,000,000
TOD 07-12-01 6.610 1,000,000 1,000,000 3,033,306
WASHINGTON MUTUAL BANK
TOD 12-08-00 6.000 1,000,000 1,000,000
TOD 02-02-01 6.350 1,000,000 1,000,000
TOD 02-16-01 6.350 1,000,000 1,000,000
TOD 03-02-01 6.400 1,000,000 1,000,000
TCD 03-08-01 5.350 1,000,000 1,000,000
TCD 03-16-01 5.920 1,000,000 1,000,000
TCD 05-11-01 7.010 1,000,000 1,000,000 7,000,000
TOTAL 134,094,647
ISSUER, TYPE OF INVESTMENT AND COMMENTS ARE ON THE NEXT PAGE.
P:MIR
MD
EXHIBIT A-1
CITY OF BAKERSFIELD
MONTHLY INVESTMENT REPORT
EXPLANATION OF TERMS
08-31-00
ISSUERS:
FFCB - FEDERAL FARM CREDIT BANKS
FHLB - FEDERA,L HOME LOAN BANK
FHLMC - FEDERAL HOME LOAN MORTGAGE CORPORATION
FNMA - FEDERAL NATIONAL MORTGAGE ASSOCIATION
TYPE OF INVESTMENT:
LA, IF - LOCAL AGENCY INVESTMENT FUND - FUNDS CAN BE DEPOSITED OR WITHDRAWN DAILY IN MULTIPLES
OF $1,000 AND THE MINIMUM TRANSACTION AMOUNT IS $5,000.
MMF - MONEY MARKET MUTUAL FUND - FUNDS CAN BE DEPOSITED OR WITHDRAWN DAILY WITH NO
MINIMUM TRANSACTION AMOUNTS.' USED FOR THE INVESTMENT OF BOND PROCEEDS ONLY.
REPO - REPURCHASE AGREEMENT
BKACPT - BANKERS ACCEPTANCE
CP - COMMERCIAL PAPER
DEB - DEBENTURE
TCD - TIME CERTIFICATE OF DEPOSIT
COMMENTS:
MARKET VALUES ARE FROM MONTHLY STATEMENTS PROVIDED BY UNION BANK OF CALIFORNIA,
BANK OF AMERICA, AND ZIONS BANK.
THE ABOVE INVESTMENTS ARE IN COMPLIANCE 'WITH THE CITY'S INVESTMENT POLICY.
THE IMMEDIATE AVAILABILITY OF MONIES IN LAIF, INVESTMENT MATURITIES AND REVENUE
WILL ALLOW THE CITY TO MEET ESTIMATED EXPENDITURE REQUIREMENTS FOR THE NEXT
SIX MONTHS.
EXHIBIT A-2
CITY OF BAKERSFIELD
Portfolio Management
Investment Activity By Type
August 1, 2000 through August 31, 2000
Beginning Stated Transaction Purchases Sales/Maturities Ending
Investment # Issuer Balance Rate Date or Deposits or Withdrawals Balance
Investment Funds (Monthly Summary)
1LAIF A LAIF - City 6.505 5,600,000.00 300,000.00
1LAIF B LAIF - Redevelopment 6.505 2,200,000.00 1.000,000.00
1LAIF C LAIF Public Financing Auth. 6.505 3,600,000.00 0.00
Subtotal 2,200,000.00 11,400,000.00 1,300,000.00 12,300,000.00
Acceptances
3198 Bank of America 6.600 08/21/2000 0.00 1.967,733.33
3401 Paine Webber 6.120 08/04/2000 0.00 1,372,786.46
Subtotal 8,671,059.25 0.00 3,340,519.79 5,330,539.46
Deposit - Bank
45591 Bank of the West 5.150 08/16/2000 0.00 100,000.00
Subtotal 4,133,306.00 0.00 100,000.00 4,033,306.00
Deposit - S & L
59002 Washington Mututal Bank, FA 5.550 08/30/2000 0.00 7,741.52
Subtotal 7,007,741.52 0.00 7,741.52 7,000,000.00
Acc0un~s' (M°~i-hly
62532 Fidelity Money Market Fnd 6.320 2.61 0.00
62533 Fidelity Money Markel Fnd 6.320 1,897.14 0.00
62542 Fidelity Money Market Fnd 6.320 1,172.29 0.00
62543 Fidelity Money Market Fnd 6,320 2,944.24 0.00
62552 Fidelity Money Market Fnd 6.320 3.40 0.00
62553 Fidelity Money Market Fnd 6.320 835.34 0.00
62555 Fidelity Money Market Fnd 6.320 1,231.65 0.00
62562 Fidelity Money Markel Fnd 6.320 896.36 0.00
62565 Fidelity Money Market Fnd 6.320 28,638.50 0.00
62572 Fidelity Money Market Fed 6.320 18,034.50 0.00
62582 Fidelity Money Market Fnd 6.320 4,786.89 0.00
62592 Fidelity Money Market Fnd 6.320 2,555.96 0.00
62595 Fidelity Money Mad(et Fnd 6.320 29,508.28 0.00
625992 Fidelity Money Mad(et Fnd 6.320 11,090.03 0.00
625995 Fidelity Money Mad(et Fnd 6.320 9,283.34 0.00
62761 Franklin Govt Money Mkt 6.048 459.01 0.00
62764 Franklin Govt Money MM 6.048 957.00 0.00
Portfolio CITY
CP
PM (PRF_PM3) SymRept V5.01
Report Var. 5.00
EXHIBIT A-3 !
CITY OF BAKERSFIELD
Portfolio Management
Investment Activity By Type
August 1, 2000 through August 31, 2000
Beginning Stated Transaction Purchases Sales/Maturities Ending
CUSIP Investment # Issuer Balance Rate Date or Deposits or Withdrawals Balance
Money Market Accounts (Monthly Summary)
62765 Franklin Govt Money Mkt 6.048 991.58 0.00
62766 Franklin Govt Money Mkt 6.048 2,350.85 0.00
Subtotal 24,312,642.25 117,638.97' 0.00 24,430,281.22
Treasury Securities - Coupon ~
7581 Merrill Lynch 6.000 08/15/2000 0.00 999,687.50 **
Subtotal 13,003,107.50 0.00 999,687.50 12,003,420.00
'Fede;~al Ag-~;~-~ is-s-ues~, co~pon- ...................................................................................................................................................
Subtotal 68,997,101.00 68,997,101.00
Commercial Paper. Discount
210006 Bank of America 6.600 08/14/2000 0.00 . 1,201,907.17
21005 Bank of Amedca 6.550 08107/2000 0.00 998,726.39
21007 Bank of America 6.550 08/1812000 0.00 1,993,450.00
Subtotal 4,194,083.56 0.00 4,194,083.56 0.00
Total 132,519,041.08 1'1,517,638.97 9,942,032.37 134,094,647.68
,t,.., Hw o~r~plele recording of matudty redemption.
Portfolio CITY
CP
. ',='.',~.:, 1.'LS! PM (PRF_PM3) SymRept V5.0t
EXHIBIT A-3 2
CITY OF BAKERSFIELD
FIRE DEPARTMENT
RELIEF AND PENSION FUND
MONTHLY INVESTMENT REPORT - DETAIL
08-31-00
TYPE OF DATE OF MARKET
INSTITUTION ISSUER INVESTMENT MATURITY YIELD VALUE AMOUNT TOTAL
STATE OF CALIFORNIA
LOCAL AGENCY
INVESTMENT FUND LAIF DAILY 6.505 222,525 222,525
CITY TRUST ACCOUNT TRUST DAILY 6.990 9,299 9,299
UNION BANK OF CA- B:
MERRILL LYNCH
FHLMC NOTE 09-21-00 6.070 299,859 300,000
FNMA NOTE 01-16-02 6.375 99,516 100,000
FNMA NOTE 01-24-02 6.700 99,312 100,000
FNMA NOTE 02-19-04 6.000 288,609 300,000
FNMA NOTE 03-01-04 6.000 94,422 100,000
FHLB BOND 03-15-04 6.000 193,282 200,000
FHLB BOND 06-28-04 6.805 196,782 200,000
FHLB BOND 06-30-04 6.595 293,907 300,000
FHLB BOND 08-13-04 6.293 319,261 322,804 1,922,804
FIRST NATIONAL BANK
OF COMMERCE TCD 11-27-01 6.000 97,000 97,000
MERRILL LYNCH
BANK & TRUST TCD 12-04-01 6.000 97,000 97,000 194,000
U.S. TREASURY NOTE 02-28-02 6.309 79,962 79,800 79,800
TOTAL 2,428,428
ISSUER, TYPE OF INVESTMENT AND COMMENTS ARE ON THE NEXT PAGE.
EXHIBIT
CITY OF BAKERSFIELD
FIRE DEPARTMENT
RELIEF AND PENSION FUND
MONTHLY INVESTMENT REPORT
EXPLANATION OF TERMS
08-31-00
ISSUER:
FFCB - FEDERAL FARM CREDIT BANKS
FHLB - FEDERAL HOME LOAN BANK
FHLMC - FEDERAL HOME LOAN MORTGAGE CORPORATION
FNMA - FEDERAL NATIONAL MORTGAGE ASSOCIATION
TYPE OF INVESTMENT:
LAIF - LOCAL AGENCY INVESTMENT FUND - FUNDS CAN BE DEPOSITED OR WITHDRAWN
DAILY IN MULTIPLES OF $1,000 AND THE MINIMUM TRANSACTION AMOUNT IS $5,000.
TCD - TIME CERTIFICATE OF DEPOSIT
TRUST - SERVES AS DEPOSITORY ACCOUNT FOR INTEREST PAYMENTS.
COMMENTS:
MARKET VALUES ARE FROM UNION BANK OF CALIFORNIA (TRUSTEE) MONTHLY STATEMENT.
THE ABOVE INVESTMENTS ARE IN COMPLIANCE WITH THE CITY'S INVESTMENT POLICY.
THE IMMEDIATE AVAILABILITY OF MONIES IN LAIF, TRUST ACCOUNT, INVESTMENT MATURITIES
AND INTEREST EARNINGS WILL ALLOW THE FUND TO MEET ESTIMATED EXPENDITURE
REQUIREMENTS FOR THE NEXT SIX MONTHS.
EXHIBIT B-!
FDRF
Portfolio Management
Portfolio Summary
August 31, 2000
Par Market Book % of Days to YTM 360 YTM 365
Investments Value Value Value Portfolio Term Maturity Equiv. Equiv.
Local Agency Inves{ment Funds 222,525.36 222,525.36 222,525.36 9.20 1 1 6.416 6.505
Certificates of Deposit - S 8, L 194,000.00 194,000.00 194,000.00 8.02 1.826 456 5.918 6.000
Treasury Securities - Coupon 80.000.00 81,224.00 79,800.00 3.30 1,826 545 6.223 6.309
Federal Agency Issues - Coupon 1,925,000.00 1,917,095.68 1,922,803.68 79.48 1,816 1,059 6.226 6.313
Total Investments and Averages 2,421,525.36 2,414,845.04 2,419,129.04 100.00% 1,651 897' 6.219 6.305
Cash
Passbook/Checking 9,298.50 9,298.50 9,298.50 1 1 6.894 6.990
(nol included in yield calculations)
Total Cash and Investments 2,430,823.86 2,424,143.54 2,428,427.54 1,651 897 6.219 6.305
Total Earnings August 31 Month Ending Fiscal Year To Date
Current Year 12,849.31 25,558.53
Average Daily Balance 2,424,753.22 2,424,006.18
Effective Rate of Return 6.24% 6.21%
GREGORY J KLIMKO Date
FINANCE DIRECTOR
Portlolio FDRF
CP
· ..... I', '~;' I'M (I'HI I'MI ) .~yn~l~pt V5 01
EXHIBIT B-2
CITY OF BAKERSFIELD
CASH BALANCE BY FUND
AUGUST 31, 2000
GENERAL FUNDS $12,652,172.90
SPECIAL REVENUE FUNDS 1,391,550.27
CAPITAL PROJECT FUNDS 13,009,149.02
REDEVELOPMENT FUNDS 1,202,529.94
PUBLIC FINANCING AUTHORITY FUNDS 1,673,515.46
ENTERPRISE FUNDS:
SEWER FUNDS 29,299,280.36
REFUSE FUNDS 1,709,260.99
WATER FUNDS 6,493,769.84
OTHER ENTERPRISE FUNDS 1,104,015.75
INTERNAL SERVICE FUNDS:
EQUIPMENT MANAGEMENT FUND 13,897,482.87
SELF INSURANCE FUND 4,037,184.93
TRUST FUNDS:
GENERAL TRUST FUNDS 13,171,749.40
ASSESSMENT DISTRICT FUNDS 32,532,931.86
INVESTMENT POOL 819,632.96
CHECKS ISSUED AND OUTSTANDING 1,100.420.45 *
POOLED CASH INVESTED $134,094.647.00
*Invested checking account "float"
FUND TITLES
General' Funds: General
Development Services
Cash Basis Reserve
Special Revenue Funds:
HUD - CDBG Entitlements
HUD - Home Program
Intermodal Surface Transportation Equity Act
State Transportation (TDA)
Bikeway/Pedestrian Pathway
State Gas Tax - 2106 & 2107
Parkland Bond Act 1988
Traffic Safety
Supplemental Law Enforcement Services
Transient Occupancy Tax
CapitalProject Funds:
Capital Outlay
Convention Center Expansion
Park Improvement
Transportation Development
Calloway Bridge
Coffee Road Overcrossing
Amtrak Railway
Redevelopment Agency Funds:
CDDA - Debt Service
CDDA - Operating
CDDA - Housing Set Aside
CDDA - Convention Center Expansion
Public Financing Authority Funds: PFA - Debt Service
PFA - Operating
Enterprise Funds:
Sewer Funds -
Sewer Service - Plant #2
Sewer Service - Plant #3
Sewer Service -Conn Fees
Refuse Collection Fund
Water Funds -
Agriculture Water _,
Domestic Water
Other Enterprises Funds -
General Aviation
I Offstreet Parking
Page i i)f2
FUND TITLES
Internal Service Funds:
Equipment Management
Self Insurance
Trust Funds:
General Trust Funds -
Special Deposit Trust
Police - Drug Trust
Planning Habitat Trust
Police FED Grant Trust
Payroll Revolving Trust
Assessment District Funds -
A. D. 81-1 Fairview (sewer/water/storm)
A. D. 82-1 Stockdale (sewer trunkline)
A. D. 86-1 panorama Highlands (sewer/water/street)
A. D. 86-2A Buena Vista I (sewer trunkline)
A. D. 86-2B Laborde (sewer/water/streets)
A. D. 86-2C Laborde (public utilities)
A. D. 86-2D Laborde (sewer/water/streets)
A. D. 86-5 Annexation (sewer)
A. D. 87-1 So. Jenkins Road to Buena Vista Road (interceptor sewer)
A. D. 87-2 Gateway Industrial Park (sewer)
A. D. 87-3 Jewetta (sewer mainlines)
A. D. 90-1 Jewetta (sewer trunkline)
A. D. 91-1 Hosking (sewer trunkline)
A. D. 93-1A Northeast (sewer trunkline)
A. D. 93-1B Northeast (gasline)
A. D. %-_ Stine/Harris (sewer/water/storrn/street)
A. D. 93-3 California/Oak (street/utilities)
A. D. 94-1 Renfro/Hughes (sewer/utilities/street)
A. D. 94-2 Gosford/White (sewer/water/storm/street)
A. D. 94-3 Silver Creek/Brimhall North/Seven Oaks/South Laurelglen
(sewer/water/storm/street)
A. D, 96-1 Brimhall II/Spring Meadows/Fairways/Campus Park
(sewer/storm/streets)
A. D. 96-2 Allen Road (sewer trunkline)
A. D. 97-1 Spring Meadows II/Stockdale Highway Commercial
(sewer/water/storm/street)
A. D. 98-1 Brimhall IV/Stockdale Hwy. Commercial/Gosford Industrial
(sewer/water/storm/street)
Investment Pool
May 18, 19(~9 (9:32AM)
S:\Darrin\Bill;Nolcs - Fund Descriptions.'d, il'D
MEMORANDUM
RECEIVED
November 8,
2000
NOV 13 2000
L':,!¥Y MANAGER'S OFF~CE
TO: ALAN TANDY, CITY MANAGER
FROM: ~STANLEY C, GRADY, PLANNING DIRECTOR
SUBJECT: COUNCIL REFERRAL #WF0018525 FROM COUNClLMEMBER MAGGARD
CONCERNING WORK PROGRAM FOR PLANNING IN NORTHEAST
BAKERSFIELD AND THE SOUTHEAST AND PIONEER REDEVELOPMENT
PROJECT AREAS.
Development activity in these three areas is governed by the Metropolitan Bakersfield
2010 General Plan and Title 17 of the Municipal Code (Zoning Ordinance). The northeast is
experiencing renewed interest and has a general plan amendment pending for 694 acres east
of Morning Drive and north of Highway 178. Sewer service was made available in 1994 and a
water treatment plant will be completed in 2003 bringing water service to the area east of
Morning Drive. Considerations for choosing a planning approach include the type of built
environment desired, existence of any unique land features to promote or protect, and
identification of issues unique to the planning area. The general plan has addressed some of
these considerations through the Kern River Plan Element, the recently adopted Hillside
ordinance, and the Nichols Property Specific Trails Plan (Between Rancheria Road and Alfred
Harrell Highway north of 178 and south of the Kern River) which provide policies and
regulations for development projects that impact unique land features in the area.
The Southeast and Bakersfield and Old Town Kern Redevelopment ProJect areas were
approved in June 1999 making tax increment financing available to support development
activity in these areas. Redevelopment law requires the development of an implementation
plan. The requirements for the implementation plan are contained in Section 33490 of the
Health and Safety Code. In addition to the goals and objectives of an implementation plan,
specific programs and potential projects are required to be included.
Planning activity that goes beyond the general plan can be generally placed into four
categories; specific plans, implementation plans, strategic plans, programs or projects.
Examples of a specific plan are Riverlakes Ranch, Casa Loma and Pacificana. They take the
general plan as a guide and develop policies, goals, objectives and standards that reflect a
more heavily regulated development program to be applied to a project area.
An implementation plan can flow from any plan document. It simply says how we are
going to achieve something we said we wanted to achieve. It is usually prepared as a
supplement to another planning document such as a general plan, specific plan, or
redevelopment plan. It can be as simple as a listing of available options to achieve goals and
objectives, or a more complex road map to accomplish individual objectives.
^ strategic plan usually has an endpoint that is known at the outset or developed
through a review and evaluation of current issues. It sets direction, allocates resources and
examines alternative courses of action with the purpose of focusing activity towards achieving a
stated objective. An example would be a product marketing plan.
^ program planning effort is usually directed towards a single objective such as
neighborhood revitalization, park development, impact mitigation, etc. This is the method to be
used to address citywide, project area or neighborhood issues that can be easily defined. ^
project planning effort has a function similar to that for programs. Where they differ is the
project effort is development or activity oriented, the program effort is usually policy or issue
oriented.
The reason for presenting these concepts is because it is not clear which approach the
Council is interested in pursuing. They may be more interested in a program or project rather
than producing another policy document. A work program can be prepared for either approach.
The most comprehensive would be a specific plan which is attached to this memorandum. All
of the other approaches would be more focused and not as involved.
However, it would be premature to select the specific plan process as the preferred
process for the three areas. One reason is the requirement within redevelopment law for the
preparation of an implementation plan for both redevelopment project areas. While not
currently due, any work done should proceed with the intent of using it to satisfy the
requirements of the law. Otherwise we will be spending money later to accomplish similar
tasks. The other reason is we should know what the issues are before we proceed with
preparation of a plan. The process of identifying issues will provide information needed to set
the course for whatever planning effort we intend to pursue. I have prepared the following
attachments for review:
a. Specific Plan Work Program Outline
b. Preliminary Project Schedule
c. Preliminary Project Cost Estimate
d. Consultant Cost Estimate
cc: Jack Hardisty, Development Services Director
C:\MyFiles\templates\MEMO2.wpd
SPECIFIC PLAN
WORK PROGRAM OUTLINE
TASK 1. Identify responsible departments, individuals and outside services
a. Determine required consulting services
b. CondUct interdepartmental and agency coordinating meetings
c. Determine project funding
d. Prepare project budget
TASK 2. Identify and evaluate planning issues
a. Incompatible land use
b. Potential development projects known, anticipated or desired
C. Existing public policy, standards, requiremems and restrictions on land use
development
d. Evaluate inventory of existing residential, retail and office commercial and
industrial uses
e. Physically and economically stable land uses, districts, and neighborhoods
f. Key landmark development and activity centers
g. Areas characterized by unique opportunity to induce change
h. Significant amenities to protect, promote, or enhance
i. Conditions of blight such as dilapidated or economically underutilized
sites and structures
j. Deficient public services
k. Public participation
I. City Council/Planning Commission Workshops
m. Prepare summary report
TASK 3. Prepare base map and planning area boundary map
a. Determine the distribution, location, and extent of the uses of land,
including open space, within the area covered by the plan.
b. Determine the proposed distribution, location, and extent and intensity of
major components of public and private transportation, sewage, water,
drainage, solid waste disposal, energy, and other essential facilities
proposed to be located within the area covered by the plan and needed to
support the land uses described in the plan.
c. Identify the relationship of the specific plan to the general plan.
TASK 4. Environmental review
The California Environmental Quality Act' establishes the requirements for
completing an environmental review. An initial study is prepared to determine
which type of document should be prepared. Staff prepares notices, coordinates
requests for proposals, consultant selection process, contract management,
Page 1 of 3 SPWP
distribution of documents, prepares required resolutions and receives and
responds to conditions and comments from other departments, agencies and the
public.
a. Review existing environmental documents
b. Prepare initial study and make environmental determination
c. Initiate preparation of the appropriate environmental document
d. Prepare public notices
e. Conduct public hearings
TASK 5. Formulate preliminary goals
a. Review/select relevant goals from the 2010 General Plan
b. Identify new goals for the planning effort
c. Public participation
d. City Council/Planning Commission Workshops
TASK 6. Collect and analyze data
a. Evaluate data from planning issues
b. Evaluate relevant data on economic conditions
c. Review relevant data from 2010 General Plan
d. Review existing plans, reports, studies, and maps
e. Prepare studies to fill gaps in available technical information
f. Prepare summary report
TASK 7. Revise goals and determine objectives
a. Develop specific conditions to achieve goals
b. Refine goals based on planning issues and data analysis
c. Public participation
d. City Council/Planning Commission Workshops
TASK 8. Develop the standards and criteria by which development will proceed, and
standards for the conservation, development, and utilization of natural
resources, where applicable.
a. Conduct Public participation
b. City Council/Planning Commission Workshops
c. 'Review and evaluate existing development standards
d. Prepare summary report
TASK 9. Develop a program of implementation measures including regulations,
programs, public works projects, and financing measures necessary to carry
out the plan.
a. Develop implementation actions
b. Review 2010 general plan implementation measures
c. Develop a monitoring program
Page 2 of 3 SPWP
d. Select development programs or projects to be implemented
e. Public participation
f. City Council/Planning Commission Workshops
g. Prepare summary report
TASK 10. Prepare draft plan
a. Prepare staff report
b. Publish public notices
c. Conduct public heatings
d. Prepare copies for distribution
TASK 11. Prepare final plan
a. Prepare staff report
b. Prepare public notices
c. Conduct public heatings
d. Prepare copies for distribution
Page 3 of 3 SPWP
Preliminary Project Schedule: Specific Plan Preparation
TASKissuesoutsidedepartments/individualsldentltyldentlty and services responsible evaluate planning and ~.~~~ 90 days 120 days 150 days ~~' i 300 days 330 days 360days
'Frepare Duse map and planning ~
area boundary map ..~_
Prepare environmental review ~ ~ ~ ~ ~ ~
Formulate preliminary goals ~ ~
Collect and analyze data ~ ~
F, evise goals an(~ cletermine
objectives .
L)evelop tr~e stanclarcls an(] criteria
by which development will
)roceed, and standards for the .
conservation, development, and ·
utilization of natural resources,
where applicable.
Develop a program ot
implementation measures
including regulations, programs,
public works projects, and
financing measures necessary to
carry out the plan.
Prepare draft plan i I ~~~
Erepare final plan
Preliminary Cost Estimate: Specific Plan Preparation
Principle ] Staff ] Graphics I Clerical IT°talH°ursJ I ] ] Sub
C~)n~ultants Notices ] Printing Total Costs
1 Identify responsible departments,
individuals and outside servi(;:~ 8 8 16
2 Identify and evaluate planning issues
(b.c.d.e) 4 16 20 40
3 Prepare base map and planning area 4 4
boundary m~p ..
4 Environmental review (a,h) 4 8 15 4 4 35
5 Formulate preliminary goals (b,c,d) 4 8 4 4 20
6 Collect and analyze data (e) ........... ._16 ...... 8 4 ...4 32 .
7 Revise goals and determine objectives
4 4 8 4 20
8 ueve~op the stanoards anti criteria for
development. (b,c,d) 4 8 10 4 26
9 uevelop a program ot implementation
measures. (b,c,d) 4 8 10 22
10 Prepare draft plan (f,g) 4 8 10 4 4 30 .6000
11 Preparet final plan (f,g) 4 8 10 4 4 30 6000
a. Environmental Review Technical Studies
1. Traffic 2 8 10 2 22 20000
2. Air Quality 2 8 10i 2 22 10000
3. Noise 2 8 10 2 22 10000
4. Archiology/Biology 2 8 10 2 22 5000
b. Publi~ Meetings (4) 8 12 12 8 8 48 400
c. City Council Review Meetings (6) 12 12 8 32 600
d. Planning Commission Review Meetings (6) 12 12 8 18 50 600
e. Summary Reports (3) 300
f- Staff Reports (2) 200
g. Public Hearings (2) 200
h. Property Owners List & Labels 8 0 8
i. Draft EIR (see note 1) -
J. Final EIR (see note 1)
k. Other 0 0 0 0 0 0
Total Hours 80 160 171 32 58 501 0 0 0 0
Cost $5,920.00 $8,800.00 $7,695.00 $1,184.q0 $1,566.00 $25,165.00 $45,000.00 $2,300.00 $12,000.00 $84,465.00
Contengency ~~~~~~~~ ~ ~~~ 16,893.00
Total Cost ~~~~~~~ ~ ~~~ ~~ 101,358.00
Notes:
1 Sub-consultant costs are base on past experience with projects that have required these type of studies.
2 If it is determined that an Environmental Impact Report is needed sub-consultant costs
,~" will increase depending on the type of planning project selected.
3 Total cost adds a 20% contengency to the cost
1
Consultant Cost Estimate' Specific Plan Preparation
Project Senior I ....... ' I Word Sub
Processing.. Total Hours Consultants! Total Costs
Manager Planner ~Staff Planner ] Graphics .... , '~ ~ ~
I Project Orientation 8 8 16
2 Identify and evaluate planning issues
(b,c,d,e) 4 16 20 40
3 Prepare base map and planning area
boundary map 8 8
4 Environmental review (a,h) 4 '"~ 15 4 4 35
5 Formulate preliminary goals (b,c,d) 4 8 4 4 20
6 Collect and analyze data (el 16 8 4 4 32
7 Revise goals and determine nbjoctives
4 4 8 4 20
(b,c;d}
8 L~evelop tRe staneares an(~ criteria tor
development. (b,c,d) 4 8 10 4 26
9 uevelop a program ot ~mplementat~on
measures. (b,c,d) 4 8 10 22
10 Prepare draft plan (f,g) 4 8 10 4 4 30
11 Preparet final plan (f,g) 4 8 10 4 4 30
a. Environmental Review Technical Studies ...
1. Traffic 2 8 10 2 22 20000
2. Air Qua!ity 21 8 10 2 22 10000
3. Noise 2 8 10 2 22 10000
4. Archiology/Biology 2 8 10 2 22 5000
b. Public Meetings (4) 8: 8 16
c. City Council Review Meetings (6) 12 12
d. Planning Commission Review Meetings (6) 12' 18 30
e. Summary Reports (3)
f. Meetings with Staff (2)
g. Public Hearings (2)
i. Draft EIR (see note 1)
J. Final EIR (see note 1)
k Other (pdnting, mileage, fax, mail) 12,000.00
Total Hours 80 124 135 28 58 425 0
Cost $7,600.00 $9,300.00 $8,775.00 $1,540.00 $2,610.00 $29,825.00 $45,000.00 86,825
Staff Cost Contengency ~ ~ ~ ~ ~ ~ ~ 26,048
Total Cost~ ~ ~~~~ 112,873
Notes:
I Sub-consultant costs are base on past experience with projects that have required these type of studies.
2 Ifitisdeterm~edthatanEnvironmenta//mpactReportisneededsub-consu/tantcosts
will increase depending on the type of planning project selected.
3 Total cost includes 30% contengency for staff costs
November 13, 2000
To: Alan Tandy, City Manager
Honorable Mayor Price and Council Members
From: Eric W. Matlock, Chief of Police
Subject: Referral Response "Semi-Truck Parking"
Council Member Salvaggio
October 25, 2000
"Salvaggio referred an e-mail to Chief Matlock regarding safety issues and semi-
trucks parking around a neighborhood located at Wible Road and Berkshire
Road."
Traffic personnel were assigned to monitor the area during various daylight and
nighttime hours. Additionally, City Code Enforcement Officer Shane Denton surveyed
the area during evening hours. No violations have been observed, however we will
continue to monitor the area and provide enforcement as needed.
ALZ/vrf