HomeMy WebLinkAbout04/08/1996 B A K E R S F I E L D
Patricia J. DeMond, Chair
Irma Carson
Kevin McDermott
Staff: Dolores Teubner
AGENDA
BUDGET AND FINANCE COMMITTEE
Monday, April 8, 1996
12:15 p.m.
City Manager's Conference Room
Second.Floor -City Hall, Suite 201
1501 Truxtun Avenue
Bakersfield, CA
1. ROLL CALL
2. APPROVAL OF MARCH 11, 1996 MINUTES
3. PRESENTATIONS
4. PUBLIC STATEMENTS
5. DEFERRED BUSINESS
A. ESTABLISHMENT OF STATE AS LEA - R. Rojas
6. NEW BUSINESS
A. ADVANCED RECORDS TECHNOLOGY, INC. AGREEMENT -Wager
B. PROPOSED FY 96-97 CDBG CONSOLIDATED PLAN - Wager
C. LOCAL PREFERENCE BID POLICY - Klimko
D. TRAFFIC PREEMPTION sYSTEM - Kelly
E. FUNDING THE REFERRAL ASSISTANCE NETWORK OF KERN (RANK) - Wager
7. ADJOURNMENT
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BAKERSFIELD
~~ffZ~ ~~~,c~ Patricia J. DeMond, Chair
~a'*an Tandy, City Manager Irma Carson
./Staff: Dolores Teubner Kevin McDermott
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE
Monday, March 11, 1996
12:15 p.m.
City Manager's Conference Room
1. ROLL CALL
Call to Order at 12:25 p.m.
Present: Councilmembers Patricia J. DeMond, Chair; Irma Carson and Kevin
McDermott
2. APPROVAL OF TIlE FEBRUARY 5, 1996 MINUTES
Approved as submitted.
3. PRESENTATIONS
None
4. PUBLIC STATEMENTS
None
5. DEFERRED BUSINESS
A. VALLEY COMMUNITIES WATER PROJECT
Staff' presented the compromise plan to the Committee which allows for reimbursement of
the requested funds to VCI while still providing for funding to protect the City against any
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE
Monday, March 11, 1996
Page -2-
possible future compliance mandates from the State. A representative of VCI was present
at the meeting and concurred that the revised agreement was satisfactory to them. The
Committee voted unanimously to recommend the revised agreement between the City and
VCI.
B. INDUSTRIAL DEVELOPMENT BONDS POLICY
Staff presented a draf~ policy to the Committee on offerings and issuance of Industrial
Development Bonds (IDB's) by the City. The Committee asked that the policy include a
minimum financing amount in order for a project to be eligible for IDB's. In addition, the
Committee asked that the terms and conditions included in the policy be rearranged so that
the General Fund is not at risk, that the project be self-supporting and have at least a BBB
rating. Finally it was proposed that the IDB Policy refer to the City's Master Fee Schedule
for setting. The fee is proposed to be $10,000 which will be collected up front and will be
non-refundable plus 2/I 0 of 1% of the bond principal to be collected once bonds are issued.
Staffwas directed to make the specified changes and proceed with putting this item on the
March 20 Council meeting.
6. NEW BUSINESS
A. ESTABLISHMENT OF CITY LOCAL ENFORCEMENT
AGENCY
The City Attorney began the presentation by clarifying that the issue in question was whether
or not the City would discontinue use of the County as the LEA and not the Panorama landfill
litigation. Public Works staff then proceeded to lay out the options the City has which are
to stay with the County, discontinue use of the County LEA and work directly with the State
or form a City LEA. Staff'indicated that dealing with the County LEA had caused significant
delay in proceeding with the cleanup and closure of the landfill because the County, as a
middleman, is not responding to the City quickly. Further, since the State is the main
regulatory body, the County is only adding another layer of bureaucracy. In addition, staff
indicated that by going directly to the State, the City might qualify for an expedited
remediation program which would speed up the plan review process significantly. Several
Panorama residents were present and indicated their concerns with how slowly the
remediation process seemed to be going. Residents further stated that the perception was
that if the County is no longer the LEA, that the residents on Panorama would have no
representation in the matter. The Committee indicated, however, that since the LEA is an
independent regulatory agency that elected representation has no impact on the process.
The Committee directed staff to research the cost differentials between the County and State
LEA options and what the County's delays have cost the City. Staffwas asked to find out
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE
Monday, March 11, 1996
Page -3-
the itemized cost for the service provided by the County. Also, staff.was asked to check with
other cities that had independent LEA's about what their reasons had been for the move away
fi.om their respective Counties. The Committee took no action and directed staff.to address
all of the issues raised and bring this issue back to the April 8 Budget and Finance meeting.
7. ADJOURNMENT
The meeting was adjourned at 1:18 p.m.
cc: Honorable Mayor and City Council
BAKERSFIELD
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: RAUL ROJAS, PUBLIC WORKS DIRECTOR
.OWA O souo
DATE: April 5, 1996
SUBJECT: REVIEW AND ANALYSIS OF WITHDRAWING DESIGNATION FROM
KERN COUNTY ENVIRONMENTAL HEALTH SERVICES DEPARTMENT
LOCAL ENFORCEMENT AGENCY
Per previous discussions, the City can withdraw the County LEA's designation and utilize
services from California Waste Board staff for its solid waste enforcement and inspection
needs, albeit at a higher cost. The State charges $85.37 per hour, plus per diem, travel and
lodging. This option, therefore, cannot be justified if based purely on short term costs.
Also. questions have been raised as to whether the City can form an LEA, in-house, and
remain "independent" enough to remediate the historic burn dump at the inactive
Bakersfield Sanitary Landfill (BSL). These questions can now be laid to rest, however,
because the City is pursuing an application with the State Department of Toxic Substances
Control (DTSC) to enter their Expedited Program. DTSC will become the sole regulatory
agency for addressing health-related concerns over burned ash materials in the backyards
of homes along Panorama Drive. Toxicologists for DTSC have already begun their review
period of data available.
As to standard LEA functions, the issue is lack of responsiveness and clear direction
provided by the Coun .ty LEA. Cost-efficiency and effectiveness of either the State or an in-
house LEA is therefore the subject of this report. The Budget and Finance Committee
meeting of March llth asked the following questions:
* Are cities that have their own LEA larger or smaller? Why have other cities
fired their county LEA'?
** Can the lack of responsiveness and clear direction be quantified, as an offset
to the higher per hour costs charged by the State Waste Board? Can the City
provide these services more cost-efficiently with an in-house program?
* Five (5) cities have formed their own LEA and one (Paso Robles), has the State
provide those services. The cities range in population size from the largest to the
smallest in the State:
City Population County
~ 1. Los Angeles 3,607,700 Los Angeles
2. San Jose 822,000 Santa Clara
3. West Covina 98,200 Los Angeles
4. Pittsburg 50,400 Contra Costa
5. Paso Robles 20,800 Paso Robles
6. Vernon 82 Los Angeles
1. For Los Angeles, the decision to form an LEA in-house was based on '2 factors:
(a) There is a long history between the County and the City over landfills where
they have sued each other. The Council was, therefore, wary of giving that
control to the County, and expressed disbelief in the LEA's stated
independence of the Board.
(b) The Council also wanted better service, which the City could provide, and the
County could not. When the County had the shared LEA responsibility, a
priority listing often left the City with fewer inspections and slower turn-
arounds for their projects.
2. San Jose based their decision primarily on the scope of work and population. San
Jose has a large population, several landfills, and land area that comprises 52% of
Santa Clara county. A City-based LEA was considered to be a practical method of
expediting turn-around times for projects.
3. West Covina's decision was based strictly on the desire of the City Council to give
their citizens control over their own destiny. West Covina hosts a 583 acre "mega-
landfill" that is the third largest in the nation. (By contrast, BSL has 132 acres.)
Also, the privately-operated BKK Landfill accepted Class I hazardous waste, from
as far west as Guam, and as far east as Florida. It no longer accepts hazardous
waste but it continues to operate as a municipal solid waste landfill for cities and
counties throughout Southern California.
4. Pittsburg wanted to site their own transfer station. The County had already sued
them and received "tacit" support from the LEA. The City formed their own LEA
in order to develop the type of expertise they felt the County LEA lacked, and to
develop a clear and consistent interpretation of State regulations, since the County
LEA continuously changed the rules.
5. Paso Robles decided to raise the rates at their City-owned landfill, in order to keep
the trash fee low. This decision was challenged by a competing landfill operator who
sued the City. The County and ~he LEA supported the suit, against the City. The
City then fired the LEA in order to protect its own interests, and ultimately won.
In Chicaeo Grade Landfill v. City of El Paso de Robles, Superior Court Judge
Coffee ruled in February 1995, that the City did not violate CEQA; did not violate
its own General Plan policy to ensure adequate landfill capacity; and, most
significantly, did not violate the PRC section which prohibits landfill operators from
making a significant change without first obtaining permission from its LEA.
6. Vernon formed its own LEA in order to provide quicker turn-around times for
projects and more frequent inspections. Interestingly, Vernon was unable to form
an LEA, at first, because it has no facilities. When the rules were changed to allow
a City to form an LEA "in order to propose" a facility, they decided to propose
building a MRF. Vernon has not yet attempted to build the MRF.
** Can the lack of responsiveness and clear direction be quantified, as an offset to the
higher per hour costs charged by the State Waste Board?
At the Budget and Fiance Committee meeting, staff noted that the LEA's Notice and Order
is making the City re-map, re-test; to basically start from zero again. A significant and
· unnecessary delay. The Notice could have been issued in October 1995. Had it been sent
then, staff's response would have been prepared before March 1st, the date the Order was
delivered.
The City has experienced other delays and problems, outside of the Bakersfield Landfill.'
As shown on the attached May 15, 1995 letter, the LEA led the City to believe that the
City's application for a permit for the Mt. Vernon Recycling Facility would be processed
within a few months. During the week of March 25, 1996, however, the LEA informed the
City that a new "Standardized Permit Application" would have to be completed.
The option to utilize the services of the State, therefore, is problematical. The option is
being used by the City of Paso Robles. Richard Ramirez. City Manager. concedes this is
a more expensive option in the short term. However, the trade-off, according to Mr.
Ramirez, has been the degree of professionalism and responsiveness to City needs, which
he describes as "excellent". Moreover. Mr. Ramirez believes the County LEA worked
against the City, and in behalf of County interests. Contrary to the stated purpose of the
LEA, it did not behave as an "independent" agency. This complaint appears to be shared
by other cities contacted.
Ultimately, the State option might be effective in eliminating some delays and in providing
clearer direction. In the long run. however, it appears that the City would be better served
to form its own LEA, especially given the population size and land area.
Funding mechanisms available to an in-house LEA
It is difficult to quantify expenditures for LEA functions within the city because the County
LEA does not always breakdown costs by project, nor does it delineate shared expenses for
County/City regulatory inspections and oversight required at BSL.
However, LEA expenditures can generally be estimated as follows:
BSL inspections and oversight $30,500
City truck inspections (,? $250 per truck per year 7,750
Kern Refuse truck inspections 10,000
Mt. Vernon Recycling Facili .ty inspections 8,000
Expenditures per year $56,250
Funding for LEAs is traditionally provided bv landfill tipping fees, though there are other
methods being employed around the State:
1. "Tipping" or gate fee. Of the $29 per ton charged at the gate at county area landfills,
and the $57 per year charged to residential customers for landfilling services, it is assumed
that a certain portion is used to pay the LEA. It would be logical to ask for a
corresponding reduction or reimbursement from that amount to fund an in-house program,
given that the County LEA's program would have a drop in service. This argument would
likely be decided in court.
2. LEA permitting licensing fee. Any facility within city limits requiring a Solid Waste
Facility Permit can be assessed a fee per ton to cover LEA costs. However, the only active
facility at this time is the Mt. Vernon Recycling Center. And, it does not charge any gate
fees. Mt. Vernon is funded through the trash fee only. If solid waste facilities, such as
transfer stations or Material Recovery Facilities, are constructed in the future, a per ton fee
could be charged. For the current issue, however, this mechanism is not available.
3. Refuse lien program. Any city or county with mandatory collection can collect LEA
"processing fees" against those customers who generate trash without paying. Customers
would be given whatever time Council deems reasonable in an ordinance, say 30 days, to
pay their bill. If customers do not pay at the end of 30 days, a lien would be placed against
the property. Cities and counties with mandatory collection do not have to respond to
nuisance or health and safety related complaints in order to require customers to pay their
bills.
4. Refuse vehicle inspections. The County LEA charges $250 per trash truck per year
for inspections, as noted above.
5. Assistance grants. The State Waste Board offers grants to LEAs to help supplement
their expenses. These "assistance" grants are not considered a fixed income source but are
intended, instead, to make one-time purchases of equipment and supplies. These grants are
offered every year but are generally for small dollar amounts.
6. Site cleanup grant funding. This funding is intended to clean up large illegal dump
sites. City staff developed a grant to clean up the site along Cottonwood Road, between
Panama and Di Giorgio but it had to be submitted by the LEA. More such cleanups would
be possible with an in-house LEA.
HM:hm
c: Kevin Barnes. Solid Waste Director
I.EA cost.mem
BAKERSFIELD
PUBLIC WORKS DEPARTMENT
MEMORANDUM
TO: ALAN TANDY, CITY MANAGER
FROM: RAUL ROJAS, PUBLIC WORKS DIRECTOR
DATE: February 15, 1996
SUBJECT: BACKGROUND ON SERVICES PROVIDED BY THE KERN COUNTY
ENVIRONMENTAL HEALTH SERVICES DEPARTMENT LOCAL
ENFORCEMENT AGENCY
At their meeting of March 11, 1992, the City Council adopted Resolution #3%92
(attached), designating the Kern County Local Enforcement Agency (KCLEA) for its
enforcement, inspection and permitting needs for solid waste facilities.
The purpose of the Local Enforcement Agency is to enforce regulations adopted by the
California Integrated Waste Management Board (CIWMB). Duties are described by the
4 different certifications issued for an LEA, including:
(1) TYPE "A" Solid waste facilities, i.e., active and inactive landfills. The LEA
conducts inspections of landfills to check compliance with applicable state and
local standards, or terms and conditions of the permit.
Operational violations are covered under 14 CCR Division 7, Chapter 3 and
Division 30 of the Public Resources Code (PRC). The LEA also responds to
emergency violations, i.e., those which represent an imminent threat to public
health, safety or the environment, pursuant to Part 5, Division 30 of the PRC.
LEA is also responsible for enforcing closure and postclosure regulations
pursuant to PRC Division 30. Part 4, Chapter 2, Articles 3 and 4, Part 5, and
14 CCR Division 7, Chapters 3 and 5. For the Bakersfield Sanitary Landfill,
closure includes the landfill gas control system recently installed, soil
remediation project under consideration, continuous grading of the fill to
mitigate subsidence, and installation of the final cap to prevent water
intrusion.
Postclosure pertains to the use of the landfill property, such as golf course or
park. that will not be counterproductive to closure maintenance activities.
That is, if a use of the landfill causes water to pond and erode the protective
cap that was installed, the LEA would reject that proposed use.
(2) TYPE "B" Solid waste transformation facilities. An example is a waste-to-
energy plant because it takes solid waste and transforms it to energy. The
LEA provides permitting, inspection and enforcement of regulations, in
particular to burning solid waste. Heavy metals are not destructed in the
incineration process, and because all other materials are burned away, the
relative toxicity of the remaining ash is increased. Also, a byproduct of
burning solid waste is dioxins which are considered carcinogenic. There are
no transformation facilities existing in Bakersfield; therefore, this certification
is not currently needed.
(3) TYPE "C" Transfer and processing stations, materials and recovery facilities
(MRFs), and composting facilities. There is one composting facility, i.e., the
Mt. Vernon Recycling Center, but there are currently no transfer stations or
MRFs in Bakersfield. A transfer station may be required at some future time
when nearby landfills close and trash must be transferred to trains or long-
haul trucks for carrying waste to distant landfills. A MRF has been proposed
recently, to be built in conjunction with a prison facility.
The LEA approved the City's application for permitting the composting
facility. The Solid Waste Facilities Permit application is being reviewed by
the Waste Board. LEA conducts inspections of the compost facility to ensure
that all applicable composting regulations are being adhered to.
(4) TYPE "D" Inspection and enforcement of litter, odor, and nuisance
regulations at solid waste landfills.
The LEA conducts monthly inspections of the Bakersfield Sanitary Landfill-
and the Mt. Vernon facility to ensure that adequate dust and odor control is
in effect. The LEA also inspects the sites to ensure that they are not
breeding grounds for vectors. Inspection of trash hauling vehicles is also
conducted to ensure vector and odor control measures are in effect.
Certification Types A, C and D are required for Bakersfield.
Technical expertise The technical expertise required of an LEA is described in 14 CCR
18072. It generally states that the LEA "have one or more full time staff members
dedicated solely for solid waste issues." Staff is required to have at least one registered
environmental health specialist (REIIS), pursuant to Sections 514-534 of the Health and
Safety Code. REHS traini~g and experience must include permitting and
closure/postclosure duties.
Enforcement Program Plan (EPP) The LEA must develop an EPP and submit for Waste
Board approval. This document is a statement of goals and objectives; a scope of work, i.e.,
a comprehensive list of solid waste facilities and disposal sites and refuse collection vehicles
in the area: procedure manuals for solid waste facility permitting and closure/postclosure;
demonstration of staff technical expertise; operating budget which demonstrates adequacy
of budget resources pursuant to 14 CCR 18074; and procedure manual for disposal site
identification, assessment and corrective actions.
Designating an LEA The Kern County Environmental Health Services Department is the
designated LEA for the City.
Alternatives are possible, per PRC Section 18056, however, should the City Council wish
to designate solid waste permitting, inspection and regulatory duties to a different agency.
Also, the LEA designation may be withdrawn without approval from CIWMB. The process
is relatively simple: send a letter from the City Manager to a representative of the Waste
Board, to serve as the 90 notice of intent to withdraw. Official separation from the LEA
would be done by Council resolution at the end of the 90 notice. If no new LEA is
designated, the Waste Board becomes the enforcement agency.
There are three possible alternatives to Kern County LEA:
1.) Withdraw the designation from the LEA and have CIWMB become the enforcement
agency, by default. The City of Paso Robles did this to resolve a disagreement with
their LEA. The process takes approximately 3 months, i.e., Council resolution would
make the change official at the end of the 90 notice period. The City could later
form its own LEA if it wished while utilizing services from the Waste Board, in the
interim. The cost of this alternative is difficult to assess. CIWMB staff charges an
hourly rate of $58.37 plus materials, and per diem for travel/lodging to and from
Sacramento. Currently, the Kern County LEA charges $80.00 per hour for services
rendered.
2.) Develop an LEA program in-house and then begin the process to withdraw the
designation from KC-LEA. In order to form a City LEA, there must be at least one
permitted solid waste facility. The Mt. Vernon composting facility is currently being
reviewed for a Solid Waste Facility Permit by CIWMB. However, per PRC, Section
43200(5), a !'permitted solid waste facility" includes a proposed solid waste facility for
which an EIR or negative declaration has been prepared. Per Conditional Use
Permit #5540, the City's composting facility has already received a negative
declaration (attached). This condition, therefore, has already been met.
Forming an LEA in-house, however, is time consuming and care would have to be
taken to avoid conflict of interest concerns. The agency must have its own budget,
workload analysis and minimum of one full time staff person, dedicated solely to
solid waste inspection and enforcement. It must also be completely separate from
the department[s] administering solid waste facility operations and maintenance. An
Enforcement Program Plan (EPP). described above, must be developed.
Finally. there must also be a Hearing Panel, appointed by the Council.
Organizational charts should show how separate this Agency would be and who
would act as Director and contact person.
Five (5) cities in California have their own LEAs: Los Angeles, Pittsburg (in Contra
Costa County), West Covina, Vernon, and San Jose.
3.) Withdraw the designation from the LEA and contract with a different LEA, outside
of Kern County. This may not be a viable option since it has no direct precedent,
but the City of Pasadena contracts with the City of Los Angeles' LEA rather than
the County. If Bakersfield wished to contract with the City of West Covina's LEA,
for example, the difference would be that it is located in a different county.
West Covina's LEA consists of 1 LEA Officer and 1 clerical position. The annual
budget is approximately $500,000; consisting of $300,000 for staff and engineering
consulting plus $200,000 for legal fees. The LEA officer reports directly to the City
Manager.
HM:hm
c: Kevin Barnes. Solid Waste Director
I.EA FRM
Financial Assistance for Economic Development Projects
City of Bakersfield
(4/8/96)
Name of Project Project Description -~T Address Amount of Assistance Terms
Westminister Ceramics, Inc. Improvements included site 3901 East Brundagc Lane $805,000 100 new hires with the majority being
(WCI) (Funded 1984 & 1986) preparation, and assistance to L/M income. Loan to be repaid over a
Incentive Area purchase equipment and 26 year period. Interest rate is a
machinery to assist the relocation "blended" 10% rate tied to formula
of the fh'm from Westminister, determined by San Joaquin Bank (bank
CA. also provided assistance to WCI).
Joseph Victori Wine, Inc. Rehabilitation of industrial 1233 East California Ave. $180,000 (1985) Principal to be repaid at sale or
(Funded 1985 & 1986) building so applicant could $150,000 (1986) transfer of title (interest rate is 0%).
Incentive Area , relocate a wine cooler bottling 70% of new hires to be residents of
and distribution business from census tracts 15 & 22 (LM census
N.Y., N.Y. tracts). Loan was repaid.
Roy's Roadstop Retail ~ Loan and development assistance 431 Lakeview Avenue $124,000 15 year loan at 9% interest ($10,000 of
Shopping Facility (Henry to relocate convenience store total assistance was a grant).
Shipes) (Funded 1985) from 415-425 Lakeview Ave. and
Incentive Area to build a new store.
Strong Retail Store Land write down assistance to 805 East California Avenue $59,000 No payback if facility is built within
(Funded 1986) help a convenience store to ~ 18 months and if 51% of new hires
Incentive Area relocate from 828 East Calif. Av. ',' (up to 11) are L/M income persons. If
conditions not met then loan is to be
~ repaid at 9% interest for 15 years.
Name of Project Project 'Description bddress Amount of Assistance Terms
John Enriquez Inc. Acquisition assistance (purchase 1211 Delo~ces/Ave. $65,000 About half of assistance to be repaid
(Funded in 1987) of building) for contractor's at 0% interest. Repay $5,000 at the
Incentive Area consuucfion business to expand end of 1 st and 2nd years; repay
and relocate from 827 Pacific $7,000 at the end of 3rd and 4th
Street. years; and repay $500 for 26
consecutive payments. Between l0
and 20 new employees were to be
hired with thc majority being L/M
income.
Alma and John Johnson Assistance for acquisition and 410, 414 and 416 Lakeview $95,000 Retain 2 employees and add 3 new
Acquisilion (Giant Burger) construction of a neighborhood Ave. employees. 9% interest with a 15 year
(Funded 1987) restaurant and commercial payout.
Incentive Area space.
C.T. Salas and Sons Cabinets ~. Loan to acquire property and to 1120 Chico St. $114,500 Create 7 new jobs of which at least 4
(Funded 1988) construct a new shop and office, will be LfM persons. 9% interest, with
Incentive Area monthly payments for 15 years.
Loan was repaid.
Price Club Relocation Incentives to relocate out of 3737 Ros~xiale Highway $82,500 10% interest loan to be forgiven after
Assistance town wholesale warehouse into 1 year if gross sales are $35 million
(Funded 1990) ~ empty former grocery store, or less. The loan was repaid (only
majority of the assistance was $12,500 of the total assistance was a
i for road improvements, loan).
Name of Project Project Description Address Amount of Assistance Terms
Bakersfield Holiday Inn Select Financial assistance for 801 Truxtun Avenue $2,500,000 Loan to be forgiven after 5 years if
Project predevelopment and eligible 51% or more of new hires (estimated
(Funded 1993) furnishings, fixtures and to be around 200) are I./M persons.
equipment costs.
Holiday Recreational Vehicle To relocate R.V. dealership 2701 Auto Mall Drive $65,000 Loan to be forgiven after 42 months if
Construction Project from 5810 Union Avenue so it relocation takes place; employees are
(Funded 1995) ; could expand. Assistance to pay increased from 23 to 38; and if at
predevelopment costs and for least 20 of total employees are L/M
acquisition of real property persons.
equipment.
L & A'Oak Designs Dust Assistance to purchase a dust 2401 East Brundage Lane $30,000 Repay.2_~4 months from execution of
Collector Project collector so that furniture agreement at 8%interest. At least 51%
(Funded 1996) factory can relocate from 2201 of employees~l total) to be retained
Incentive Area East Brundage Lane to a less will be L/M persons.
expensive site in the Incentive
AGREEMENT NO.
THIS AGREEMENT is made on , by and
between the CITY OF BAKERSFIELD, a municipal corporation and
California charter city ("CITY") and ADVANCED RECORDS TECHNOLOGY,
INC., a corporation authorized to conduct business in the state
of California ("CORPORATION").
RECITALS
The Congress of the United States has enacted Title I of the
Housing and Community Development Act of 1974, and amendments
(the "Act"). The Act provides for Community Development Block
Grants; and
CITY has submitted required documents to the Department of
Housing and Urban Development ("HUD") for receipt of a Community
Development Block Grant ("Grant") under the Act; and
California Government Code Section 53703 authorizes cities
to participate in federally-funded health, welfare, public works,
and community-improvement programs, and empowers cities to
contract with public and private agencies; and
CORPORATION has submitted to CITY a plan to purchase'and
rehabilitate real property located at 417 Watts Drive, in the
City of Bakersfield, California (the "Property"), further
described in Exhibit UA", attached hereto and incorporated herein
by reference; and
CORPORATION certifies that purchase of the Property will
enable CORPORATION to create or retain jobs in the City of
Bakersfield. Such jobs will be available to Bakersfield's low-
and moderate-income persons as defined in 24 CFR 570.3 attached
hereto as Exhibit "B", and incorporated herein by reference; and
CITY has funds available in its CDBG Business Assistance
Program; and
CITY desires to assist CORPORATION in its efforts to
purchase the Property in order to create and retain jobs for its
low- and moderate-income persons.
NOW, THEREFORE, CITY and CORPORATION agree:
I. NATIONAL OBJECTIVES
CORPORATION certifies that the activities carried out with
funds provided under this Agreement will create or retain
jobs in the City of Bakersfield. CORPORATION further
certifies that at least fifty-one percent of those jobs will
be made available to low- and moderate-income residents of
the City of Bakersfield.
II. DEFINITIONS
Except as modified by the "Grant Agreement," entered into by
CITY and HUD, any term defined in Title I of the Act, or the
HUD Grant Fund Regulations at 24 CFR 570, shall have the
same meaning in this Agreement.
A. "Program" means CITY's Community Development Program,
and its administration.
B. "Project" means acquisition of the real property
located at 417 Watts Drive in the City of Bakersfield,
California.
C. "Program Income" means gross income received by
CORPORATION directly generated from the use of Grant
funds or resulting from Grant-funded improvements.
Program Income includes, but is not limited to, those
defined in HUD Grant Fund Regulations at 24 CFR
570.500(a)(1).
D. "Fiscal Year" means a twelve-month period between July
1 and June 30 of the following year.
E. "Future Use Restriction Period" means the five-year
period which begins upon execution of this Agreement.
F. "Low-Income Person" and "Moderate-Income Person" has
the definition set out in 24 CFR 570.3.
G. ~The Property" is that real property located at 417
Watts Drive in the City of Bakersfield, County of Kern,
State of California, more further described in Exhibit
~A", attached hereto and incorporated herein by
reference.
H. "Covered Positions" means all CORPORATION's job
openings in the City of Bakersfield created or retained
as a result of internal promotions, terminations, and
expansion of CORPORATION's work force (i.e., non-
managerial, non-professional and those not highly
technical), created as a result of the Project and
described in Schedule "A", attached hereto and
incorporated by reference.
Page 2 of 27 Pages
I. "Non-covered Positions" means those positions of a
supervisory nature requiring two or more years of
formal training and those filled by internal promotion
from the CORPORATION's existing work force.
J. "Total Cost to Acquire and Rehabilitate the Property"
means the total amount necessary for CORPORATION to
acquire fee simple title to the Property, including the
purchase price, all appraisal costs, escrow fees,
closing costs, transfer fees, permit fees, design
costs, and all costs of complying with the Uniform
Relocation Assistance and Real Properties Acquisition
Policies Act of 1970 as amended (42 U.S.C. 4601, et
seq.).
K. ~Seller" means the person(s) or entity currently owning
the Property.
III. SCOPE OF WORK
CORPORATION will be responsible for administering the
Project in a manner satisfactory to CITY and consistent with
any standards required as a condition of providing these
funds.
IV. TERMS OF LOA/~
It is expressly agreed and understood that the total amount
loaned by CITY under this Agreement shall not exceed one
half of the total cost to acquire and rehabilitate the
Property or ONE HUNDRED FIFTY THOUS~uND DOLLARS
($150,000.00), whichever is less.
A. Loan
CORPORATION shall execute a Promissory Note securing
performance of the terms of this Agreement and
promising to repay the loan in the event that
CORPORATION shall fail to comply with the terms of this
Agreement. The loan shall accrue interest at an annual
rate of zero percent (0%). The loan shall be forgiven
at a rate of twenty percent (20%) per year for each
year that CORPORATION is in compliance with this
Agreement. The Promissory Note shall be in the form
attached to this Agreement as Exhibit KC" .....
Page 3 of 27 Pages
B. Escrow
Within thirty (30) days of the date of execution of
this Agreement, CORPORATION shall open escrow with
for the purpose of executing a Deed
of Trust in favor of the City of Bakersfield securing
performance of the terms of this Agreement and/or the
repayment of the loan. The deed of trust shall
encumber the property described in Exhibit "A" attached
hereto and incorporated herein by this reference. In
no case shall the Deed of Trust be less than a Second
Deed of Trust, subordinate only to a purchase money
deed of trust for the balance of the total cost to
acquire and rehabilitate the Property.
C. Disbursement of Funds
CITY's payment under this Agreement shall be made on
behalf of CORPORATION to the Seller or to the escrow
company which is representing the Seller and
CORPORATION in the conveyance of the Property.
The reasonable fair market price of the Property shall
be determined through an appraisal from an accredited
MAI appraiser. CORPORATION agrees that CITY is hereby
empowered to make an independent determination of the
market value.
CITY shall not be obligated to disburse, or pay to,
CORPORATION or any third party, any funds until and
after CITY receives CDBG funds from the federal
government. If CITY does not receive such funds, CITY,
at its option, may terminate or suspend this Agreement
without any liability to CORPORATION until CITY
receives such funds. CORPORATION shall not be entitled
to any damages from CITY if CITY refuses to disburse
funds until CITY receives funds, even if CORPORATION or
any third party has detrimentally relied upon this
Agreement.
V. CORPORATION'S RESPONSIBILITIES
A. General Terms
CORPORATION agrees that 51% of all employees hired or
retained in the sixty (60) months following the
execution of this Agreement shall be low- and moderate-
income persons as defined in Exhibit "B". Such
$: \ SAN%ART~WEL.AGR
Page 4 of 27 Pages
employees must be full-time employees (minimum of 1,750
work hours per year).
It is CORPORATION'S declaration that the loan herein
described will result in employment opportunities
described in Schedule "A", attached hereto and
incorporated by reference.
B. Referral
CORPORATION shall contract with Employers' Training
Resource or other employment referral agency ("AGENCY")
acceptable to CITY which will refer job applicants
eligible pursuant to the Job Training Partnership Act
(JTPA) and the Community Development Block Grant (CDBG)
regulations to CORPORATION in response to the
notification of need for new employees. AGENCY will
maintain the documentation of applicant/employee
household income required by the CDBG program, and
provide such information to CORPORATION. Upon request,
CORPORATION shall provide such information to CITY.
AGENCY will screen applicants according to the
qualifications agreed upon with CORPORATION.
AGENCY will notify CORPORATION of the number of
applicants it will refer and begin making referrals no
later than five working days prior to the anticipated
hiring date. AGENCY will make every reasonable effort
to refer at least one qualified person(s) for each job
opening.
In the event that AGENCY is unable to refer any or all
of the qualified personnel requested, CORPORATION will
be notified by AGENCY. CORPORATION will then be free
to directly fill remaining positions. In this event,
CORPORATION will make a good faith effort to hire
economically disadvantaged City residents through
additional recruitment techniques in conformance with
terms of the grant and approved by CITY.
C. Placement
Ail decisions on hiring new employees will be made by
CORPORATION. CORPORATION agrees to provide priority
'consideration to prospective employees for "covered
positions" from the qualified persons referred by
Page 5 of 27 Pages
AGENCY. If CORPORATION does not find any of the
persons so referred to qualify for the opening(s),
AGENCY will be notified.
AGENCY will monitor job retention and employment
performance of employees placed under this Agreement.
CORPORATION agrees to cooperate in these follow-up
efforts, and to provide four times annually hiring
summaries in the first two years in a form acceptable
to CITY. This may include, but not be limited to,
copies of employee rosters and payroll and tax
information submitted to the State of California.
AGENCY and CORPORATION may, but are not required to,
agree to develop additional job training programs. The
training specifications and the cost for such training
will be mutually agreed upon by CORPORATION and AGENCY
and covered under a separate training agreement.
D. Laws and Regulations
1. Federal
CORPORATION shall obey the Act, any amendments,
Federal regulations and guidelines now or
hereafter enacted pursuant to the Act, terms of
the Grant to CITY now or hereafter in effect, and
CITY's regulations now or hereafter enacted to
facilitate administration of the Grant, or any
other statute, regulation, or guideline applicable
to the Program. CORPORATION shall become familiar
with the appropriate statutes, regulations, and
guidelines governing the Grant program.
If this Agreement conflicts with any labor laws or
other governmental regulations, those laws or
regulations shall prevail.
2. California
CORPORATION shall comply with all provisions of
California law applicable to this agreement.
If this Agreement conflicts with a collective
bargaining agreement to which CORPORATION is a
party, the bargaining agreement shall prevail.
Page 6 of 27 Pages
E. Independent Contractor
CORPORATION understands and agrees that it is an
"independent contractor" with respect to the services
to be performed under this Agreement. CITY shall be
exempt from payment of all Unemployment Compensation,
FICA, retirement, life and/or medical insurance and
Workers' Compensation Insurance.
CORPORATION shall implement and manage the entire
Project.
CORPORATION shall be responsible for the control or
safety of CORPORATION officers, employees, agent, or
invitees during and after the Project.
F. Indemnification and Insurance
Throughout the term of this Agreement, CORPORATION
shall indemnify CITY and HUD, their agents, officers,
employees, and volunteers, and hold and save them whole
and harmless of, from, and against, all claims,
demands, actions, damages, loss, cost, liabilities,
expenses, and judgments recovered from or asserted
against CITY or HUD on account of injury or damage to
person or property to the extent that such damage or
injury may be incident to, arise out of, or be caused,
either proximately or remotely, wholly or in part, by
an act, omission, negligence, or misconduct on the part
of CORPORATION or any of its agents, servants,
employees, contractors, patrons, guests, or invitees,
or any other persons entering upon CORPORATION's with
the express or implied invitation or permission of
CORPORATION, or when any such injury or damage is the
result, proximate or remote, of the violation by
CORPORATION or any of its agents, servants, employees,
contractors, patrons, guests, or invitees, of any law,
ordinance, or governmental order of any kind, or when
any such injury or damage may in any other way arise
from or out of the occupancy or use by CORPORATION, its
agents, servants, employees, contractors, patrons,
guests, or invitees, of said project property. Such
indemnification of CITY shall be effective unless such
damage or injury may result from the sole negligence,
gross negligence, or willful misconduct of CITY.
CORPORATION promises and agrees that in case CITY shall
be made a party to any litigation commenced by or
Page 7 of 27 Pages
against CORPORATION or relating to this Agreement, then
CORPORATION shall and will pay all costs and expenses,
including reasonable attorney fees and Court costs,
incurred by or imposed upon CITY by virtue of any such
litigation.
To protect CITY, HUD, their agents, officers, and
employees against all claims and liability for death,
injury, loss and damage as a result of CORPORATION's
actions in connection with the performance of this
Agreement, CORPORATION shall secure and maintain
insurance as described below:
1. Workers' Compensation insurance as required by
California's Labor Code. The insurance policy
shall contain a waiver of subrogation endorsement
in favor of the CITY, its mayor, council,
officers, agents, employees and volunteers.
2. Commercial general liability insurance with a
combined single limit of not less than $1,000,000
per occurrence. Such insurance shall include
completed operations liability, owner's and
contractor's protective, blanket contractual
liability, personal injury liability, and broad
form property damage coverage. Both the
commercial general liability and automobile
liability insurance policies shall be obtained
from an insurance carrier(s) with a Best's rating
of A:VII or better and shall:
(a) expressly name CITY, HUD, their agents,
officers, and employees as additional
insured;
(b) be primary with respect to any insurance or
self-insurance programs maintained b~ CITY;
(c) contain standard cross liability provisions.
3. Commercial automobile liability insurance with a
combined single limit of not less than
$1,000,000.00 per occurrence. Such insurance
shall include coverage for hired and non-owned
automobiles and shall be provided by a business or
commercial automobile policy. If CORPORATION owns
any automobiles, said coverage shall be extended
to such automobiles.
Page 8 of 27 Pages
CORPORATION shall arrange for its insurance
carrier to furnish properly executed certificates
of insurance to CITY before beginning work under
this Agreement. Such certificates shall:
(1) not be subject to cancellation without 30
days' prior written notice to CITY;
(2) clearly evidence all coverage required above,
including specific evidence of a separate
endorsement naming CITY and HUD as insured,
and;
If CORPORATION, for any reason, fails to maintain
the required insurance coverage, such shall be a
material breach of contract. CITY, thereupon, at
its sole option, may terminate this Agreement and
obtain damages from CORPORATION resulting from
said breach. Alternatively, City may purchase
such required insurance coverage, and without
further notice to CORPORATION, CITY may deduct
from sums due to CORPORATION, any premium and
associated costs advanced by CITY for such
insurance. If the balance of monies obligated to
CORPORATION pursuant to this Agreement are
insufficient to reimburse CITY for the premiums
and'any associated costs, CORPORATION shall
reimburse City for the premiums and pay for all
costs associated with the purchase of such
insurance.
G. Future Use Restrictions
CORPORATION shall insure that all "covered positions"
are filled or retained by low- and moderate-income
Bakersfield residents for at least five (5) years after
the execution of this Agreement.
CORPORATION shall comply with federal property
management regulations and standards in accordance with
24 CFR 570.503(b) (8) -- "Reversion of Assets", and the
Property Management Standards of 24 CFR Part 84.
H. Administrative Requirements
1. Financial Management
CORPORATION agrees to comply with 24 CFR Part 84
Page 9 of 27 Pages
and agrees to adhere to the accounting principles
and procedures required therein, provided those
procedures are not in conflict with other federal
financial management regulations, utilize adequate
internal controls, and maintain necessary source
documentation for all costs incurred.
2. Documentation and Record Keeping
a. Records to be Maintained
CORPORATION shall maintain all records required by
the Federal regulations specified in 24 CFR Part
570.506, that are pertinent to the activities to
be funded under this Agreement. SuCh records
include, but are not limited to:
i. Records providing a full description of
each activity undertaken'
ii. Records demonstrating that each activity
undertaken meets one of the National
Objectives of the CDBG program;
iii. Records required to determine the
eligibility of activities;
iv. Records required to document the
acquisition, improvement, use or
disposition of real property acquired or
improved-with CDBG assistance;
v. Records documenting compliance with the
fair housing and equal opportunity
components of the CDBG program;
vi. Financial records as required by 24 CFR
Part 570.502; and
vii. Other records necessary to document
compliance with Subpart K of 24 CFR 570.
viii. Records establishing the availability of
"covered positions" to low and moderate
income Bakersfield residents.
b. Retention
CORPORATION shall retain all records
pertinent to expenditures incurred under this
Agreement for a period of three (3) years
after the termination of all activities
funded under this Agreement. Records for
non-expendable property acquired with funds
under this contract shall be retained for
Page 10 of 27 Pages
three (3) years after expiration or
termination of this Agreement. Records for
any displaced person must be kept for three
(3) years after he/she has received final
payment. Notwithstanding the above, if there
is litigation, claims, audits, negotiations
or other actions that involve any of the
records cited and that have started before
the expiration of the three-year period, then
such records must be retained until
completion of the actions and resolution of
all issues, or the expiration of the three-
year period, whichever occurs later.
c. Client Data
CORPORATION shall maintain client data
demonstrating client eligibility for services
provided. Such data shall include, but not
be limited to, client name, address, income
level or other basis for determining
eligibility, ethnicity and description of
service provided. Such information shall be
made available to CITY or its designees for
review upon request. Such request shall only
be made with adequate notice to CORPORATION.
3. Close-Outs
CORPORATION's obligation to CITY shall not end
until all close-out requirements are completed.
Activities during this close-out period shall
include, but are not limited to, making final
payments, disposing of program assets (including
the return of all unused materials, equipment,
unspent cash advances, program income balances,
and accounts receivable to the CITY), and
determining the custodianship of records.
4. Audits and Inspections
All CORPORATION records with respect to any
matters covered by this Agreement shall be made
available to CITY, its designee or the Federal
Government, at any time during normal business
hours, as often as CITY deems necessary, to audit,
examine, and make excerpts or transcripts of all
relevant data. CITY or its agents shall provide
$: \ JAN%AR? PO~ L. AGR
Page 11 of 27 Pages
CORPORATION adequate notice prior.to any audit or
inspection. Any deficiencies noted in audit
reports must be fully cleared by the CORPORATION
within 30 days after receipt by it. Failure of
CORPORATION to comply with the above audit
requirements will constitute a violation of this
Agreement and may result in the withholding of
future payments. The CORPORATION hereby agrees to
have an annual audit conducted in accordance with
current CITY policy concerning subrecipient audits
and, as applicable, OMB Circular A-133.
5. Reports and Payment Procedures
a. Program Income
CORPORATION shall report annually all program
income as defined at 24 CFR 570.500(a)
generated by activities carried out with CDBG
funds made available under this Agreement.
The use of program income by CORPORATION
shall comply with the requirements set forth
at 24 CFR 570.504. By way of further
limitations, CORPORATION may use such income
during the Agreement period for activities
permitted under this Agreement and shall
reduce requests for additional funds by the
amount of any such program income balances on
hand. All unused program income shall be
returned to CITY at the end of the Agreement
period. Any interest earned on cash advances
from the U.S. Treasury is not program income
and shall be remitted promptly to CITY.
b. Indirect Costs
If indirect costs are charged, CORPORATION
will develop an indirect cost allocation plan
for determining its appropriate share of
administrative costs and shall submit such
plan to CITY for approval, in a form
specified by CITY.
6. Progress Reports
CORPORATION shall submit regular Progress Reports
to CITY in the form, content and frequency as required
by CITY.
Page 12 of 27 Pages
I. PERSONNEL and PARTICIPANT CONDITIONS
1. Non-discrimination Requirements
Under any related agreements or contracts,
CORPORATION shall provide that no person, on the
grounds of race, color, national origin, religion,
or sex, shall be excluded from participation in,
be denied the benefits of, or be subjected to
discrimination under any program or activity
funded in whole or in part with CDBG Program
funds. In addition, CDBG Program funds must be
madeavailable in accordance with the following:
a. The requirements of the Fair Housing Act and
implementing regulations at 24 CFR 100.
b. Executive Order 11063 (Equal Opportunity in·
Housing).
c. Title VI of the Civil Rights Act of 1964 (PL
88-352) and Title VIII of the Civil Rights
Act of 1968 (PL 90-284 nondiscrimination and
fair housing.on federally assisted programs).
2. Rehabilitation Act of 1973 and Americans with
Disabilities Act
This Agreement is subject to the provisions of
Section 503 and 504 of the Rehabilitation Act of
1973 (PL 930112), 29 USC 706, and attendant
regulations at 24 CFR, Part 8, which provide that
no otherwise qualified, disabled individual shall,
solely by reason of his disability, be excluded
from participation in, be denied the benefits of
or be subjected to discrimination under any
program or activity receiving federal financial
assistance. This Agreement is also subject to the
Americans with Disabilities Act of 1990 (Public
Law 101-336), as amended, 42 USC 12101, et. seq.
3. Non-discrimination Because of Age
This Agreement is subject to the Age
Discrimination Act'of 1975, as amended, (Title III
of Public Law 94-135) and attendant Code of
Federal Regulations at 48 CFR, Part 22, Subpart
22.9. That Act sets forth that, except as
$: \ J~TI~L. ~
~/1~/96
Page 13 of 27 Pages
otherwise provided, no person in t~e United States
shall, on the basis of age, be excluded from
participation in, be denied the benefits of, or be
subjected to discrimination under any program or
activity receiving federal financial assistance.
4. Equal Employment Opportunity (Non-discrimination
Clause)
CORPORATION shall not discriminate against any
employee, or applicant for employment, because of
race, color, religion, sex, national origin, age,
disability, or sexual orientation. CORPORATION
shall take affirmative action to insure that
applicants for employment and employees are
treated during employment, without regard to race,
color, religion, sex, national origin, age,
disability, or sexual orientation. Such action
shall include, but not be limited to, the
following: employment, upgrading, demotion, or
transfer; recruitment or recruitment advertising;
layoff or termination; rates of pay or other forms
of compensation; and selection for training,
including apprenticeship. CORPORATION shall post
in conspicuous places, available to employees and
applicants for employment, notices to be provided
by CITY or HUD setting forth the provisions of
this nondiscrimination clause. CORPORATION shall
state that all qualified applicants will receive
consideration for employment without regard to
race, color, religion, sex, national origin, age,
disability, or sexual orientation.
5. "Section 3" Training, Employment, and Business
Opportunities
This Agreement is subject to the requirements of
Section 3 of the Housing and Urban Development Act
of 1968 (12 USC 1701u) as amended, HUD regulations
issued pursuant thereto at 24 CFR 135, and any
applicable ru~es and orders of HUD issued
thereunder.
6. Women- and Minority-Owned Business Enterprises
CORPORATION agrees to abide by the requirements of
Executive Orders 11625, 12432 and 12138, the HUD
regulations issued pursuant thereto at 41 CFR Part
Page 14 of 27 Pages
24, 41 CFR Subpart 1-1.13, and any applicable
rules and orders of HUD. The foregoing require
the maximum practicable opportunity to
participate, in contracts funded in whole or in
part with federal funds, be provided to women- and
minority-owned business enterprises, as
subcontractors and suppliers to contractors
performing work, or rendering services as prime
contractors or subcontractors, under federally-
funded procurement contracts.
7. Affirmative Action for the Vietnam-Era Veterans
CORPORATION shall comply with 48 CFR, Chapter 1,
Subpart 22.13 and shall take affirmative action to
employ, advance in employment, and otherwise treat
qualified disabled veterans and veterans of the
Vietnam Era without discrimination based on
disability or veteran's status in all employment
practices such as employment, upgrading, demotion,
transfer, recruitment, advertising,, layoff, or
termination, rates of pay or other forms of
compensation, and selection for training,
including apprenticeship.
8. Small Business Concerns
This Agreement is subject to the requirements of
the Small Business Act (15 USC 631 et seq.), as
amended, applicable HUD regulations at 48 CFR,
Part 19, and any applicable rules and orders of
HUD requiring aid, counseling, assistance, and
protection, insofar as possible, with, for, or of
the interests of small-business concerns in order
to preserve free competitive enterprise; and
placement with small businesses of a fair
proportion of the total federally-funded purchases
and contracts for property and services.
CORPORATION shall implement the specific small-
business policies hereinbelow to further the goals
of the Small Business Act:
(a) Equitable Opportunity CORPORATION shall give
small businesses an equitable opportunity to
compete for prime contracts and subcontracts.
CORPORATION shall include the applicable
"Utilization of Small Business Concerns and Small
3/18/96
Page 15 of 27 Pages
Disadvantaged Business Concerns" clause in all
contracts in connection with this Activity in
amounts which may exceed $10,000 except;
(i) contracts which are to be performed entirely
outside the United States; and
(ii) contracts for personal services.
(b) Bidder mailing lists shall include
established and potential qualified small-
business concerns;
(c) CORPORATION shall send invitations for bids,
or request for proposals, to all firms on the
appropriate mailing list which shall include
an appropriate number of small businesses;
(d) CORPORATION shall publicize proposed
procurement and contract awards in accordance
with these policies;
(e) CORPORATION shall divide procurement of
property and services into reasonably small
lots (not less than economic production runs)
to permit bidding on quantities less than the
total requirements;
(f) CORPORATION shall allow the maximum amount of
time practical for preparation and submission
of bid and proposals;
(g) CORPORATION shall establish realistic
delivery schedules to encourage small
business participation;
(h) CORPORATION shall furnish applicable
specifications, plans, and drawings with
invitations for bids and request for
proposals or information as to locations
where they may be obtained, or examined;
(i) CORPORATION shall treat equal low bids in
accordance with 48 CFR Subpart 14.408-1;
(j) CORPORATION shall encourage subcontracting to
enroll small businesses;
Page 16 of 27 Pages
(k) CORPORATION shall place small purchases
(amounts under $25,000) with small businesses
whenever appropriate;
(1) CORPORATION shall refer small businesses
seeking federal contracts, but lacking
qualifications as contractors, to CITY and
the Small Business Administration for
assistance as may be appropriate;
(m) CORPORATION shall refer offers from small
business concerns otherwise qualified, to
perform specific federal contracts but
ineligible under Walsh-Healey Public Contract
Acts, to City and Small Business
Administration for possible certification of
eligibility to receive and perform the
contract;
(n) To the extent practicable, CORPORATION shall
place work to be performed, which exceeds the
maximum amount of any contract for which a
surety may be guaranteed against loss, so
that more than one small'business concern may
perform the work; and
(o) The Small Business Administration may certify
a small business, otherwise qualified to
receive and perform specific federal
contracts but determined to be
nonresponsible, to be competent under the
provisions of the Small Business Act.
9. Use of Grant Funds for Religious Purpose
CORPORATION shall permit no CDBG Program funds to
be expended for the design, construction,
operation, or maintenance of any facility to be
used for sectarian instruction or as a place for
religious worship, except in situations where such
use is incidental and does not favor one religious
group over another.
10. Prohibited Interest of Officials and Employees
No member of or delegate to the Congress of the
United States, and no resident commissioner, shall
be admitted to any share or part of this Agreement
Page 17 of 27 Pages
or to any benefit to arise from it. No member,
officer or employee of CORPORATION, or its
designees or agents, no member of CITY's Council
or any other public official who exercises any
functions or responsibilities with respect to the
CDBG Program during his tenure, or for one year
thereafter, shall have any interest, direct or
indirect, in any contract or subcontract, or the
proceeds thereof, for work to be performed
pursuant to this Agreement.
11. Political Activity
CORPORATION shall expend no Grant funds to finance
any political activity in contravention of the
Hatch Act (Chapter 15 of Title 5 of the United
States Code).
12. Lobbying
CORPORATION certifies, to the best of its
knowledge and belief, no Federally-appropriated
funds have been paid or will be paid, by or on
behalf of CORPORATION, to any person for
influencing or attempting to influence an officer
or employee of any agency, a Member of Congress,
an officer er employee of Congress, or an employee
of a Member' of Congress, in connection with the
awarding of any Federal contract, the making of
any Federal grant, the making of any Federal loan,
the entering into of any cooperative agreement,
and the extension, continuation, renewal,
amendment, or modification of any Federal
contract, grant, loan, or cooperative agreement.
If funds, other than Federally-appropriated funds,
have been paid or will be paid to any person for
influencing or attempting to influence an officer
or employee of any agency, a Member of Congress,
an officer or employee of CongreSs, or an employee
of a Member of Congress in connection with this
Federal contract, grant, loan or cooperative
agreement, CORPORATION shall complete and submit,
in accordance with its instruction, Certification
Regarding Lobbying, Exhibit "D".
Page 18 of 27 Pages
J. ENVIRONMENTAL CONDITIONS
1. Environmental Considerations
CITY and CORPORATION want to assure that the
policies of. the National Environmental Policy Act
of 1969 (NEPA), as amended, and the California
Environmental Quality Act of 1970 (CEQA), as
amended, are most effectively implemented, CITY
shall comply with HUD Environmental Review
Procedures (24 CFR Part 58) leading to
certification of release of funds for particular
projects, and the CEQA review procedures (Title
14, Section 15000 et. seq. of the California
Administrative Code) in connection with this
Project.
2. Clean Air and Water Acts
This Agreement is subject to the requirements of
the Clean Air Act, as amended, 42 USC 7401 et
seq., the Federal Water Pollution Control Act, as
amended, 33 USC 1251 et seq., Executive Order
11738, dated September 10, 1973, and the
regulations of the Environmental Protection agency
at 40 CFR Part 15, as amended.
CORPORATION shall cause or require to be inserted
in full in all contracts and subcontracts with
respect to any nonexempt (exceed $100,000, or
involve a facility the subject of a conviction
under the Clean Air Act, or the Federal Waste
Pollution Control Act, and listed by the
Environmental Protection Agency, or not otherwise
exempt) transaction, the clause set out in 48 CFR
52.223-2.
CORPORATION shall also cause or require to be
inserted in full, the certification set forth in
48 CFR 52.223-1, in each solicitation and
resulting contract and contracts it awards without
a solicitation.
CORPORATION shall not use any funds under this
Agreement for a facility which has a conviction
under Section 113(c) (1) of the Clean Air Act or
Section 309(c) of the Federal Water Pollution
Control Act.
Page 19 of 27 Pages
3. Lead-Based Paint
This Agreement is subject to the Lead-Based Paint
Poisoning Prevention Act (42 USC 4821, et. seq.)
and its implementing regulations at 24 CFR Part
35.
K. OTHER CONDITIONS
1. Relocation Assistance and Acquisition Policies
This Agreement is subject to the requirements of
the Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970 (42 USC
4601), and the HUD implementing regulations.
2. Architectural Barriers Act of 1968
This agreement is subject to the requirements of
the Architectural Barriers Act of 1968, as amended
(42 USC 4151, et. seq.) and its regulations (41
CFR Subpart 101-19.6).
3. Historic Preservation
CORPORATION shall take into account the effect of
the Project on any CORPORATION, site, building,
structure or object listed in or found by the
Secretary of Interior, pursuant to 36 CFR 800, to
be eligible for inclusion by the National Park
Service. CORPORATION shall eliminate or minimize
any adverse impact on a historic property.
Activities affecting such properties must comply
with Section 106 of the National Historic
Preservation Act of 1966 (16 USC 470f), P.L. 89-
665, Executive Order 11593, May 13, 1971, the
Preservation of Archaeological and Historical Data
Act of 1960 (16 USC 469a-1, et. seq.), the
Archaeological and Historic Preservation Act of
1974 (P.L. 93-291), and their implementing
regulations.
VI. CITY's OBLIGATIONS
A. Copy of Regulations and Statutes
CITY agrees to make available to CORPORATION, at its
request, a copy of the Act, related Federal
$: \JAR1ART~L.~
Page 20 of 27 Pages
regulations, terms of the CDBG Program, and any related
Federal regulations, as soon as reasonably convenient
after they are in CITY's possession.
B. Regulations
CITY will make available to CORPORATION a copy of any
regulation CITY enacts to facilitate administration of
said Program.
C. List of Minority-Owned Businesses
CITY agrees to make available to CORPORATION, upon its
request, a copy of the notice and addressee list
CORPORATION could use in soliciting minority-, small-,
and local-business participation in the Project.
VII. LIENS AND ENCUMBRANCES
This Agreement is subject to the requirements of Title
VI of the Civil Rights Act of 1964 (P.L. 88-352) and 24
CFR 570.601 and 602. In regard to the sale, lease or
other transfer of land acquired, cleared or improved
with assistance provided under this contract,
CORPORATION shall cause or require a covenant running
with the land to be inserted in the deed or lease for
such transfer, prohibiting discrimination as herein
defined, in the sale, lease or rental, or in the use or
occupancy of such land, or in any improvements erected
or to be erected thereon, providing that CITY and the
United S~ates are beneficiaries of and entitled to
enforce such covenants. CORPORATION, in undertaking
its obligation to carry out the Project assisted
hereunder, agrees to take such measures as are
necessary to enforce such covenant, and will not itself
so discriminate.
VIII. ASSIGNMENT AND SUBLETTING
Within the time period set forth in this Agreement,
CORPORATION shall not assign or sublet any right, title
or interest it may acquire by reason of this Agreement
without first obtaining the written consent of CITY.
CORPORATION's assignment, or attempted assignment,
without CITY's prior written consent, shall be
voidable.
Page 21 of 27 Pages
If, during the term of this Agreement, CORPORATION
should transfer possession of all or a portion of its
business concerns to any other party by lease, sale,
assignment or otherwise, CORPORATION, as a conditions
of transfer shall require the party taking possession
to agree, in writing, to the terms of this Agreement
and to obtain approval of CITY. A new Agreement will
be executed with the new party prior to the effective
date of the transaction.
IX. SUBCONTRACTS
CORPORATION will monitor all subcontracted services on
a regular basis to assure contract compliance. Results
of monitoring efforts shall be summarized in written
reports and supported with documented evidence of
follow-up actions taken to correct areas of
noncompliance.
CORPORATION shall cause all of the provisions of this
Agreement in its entirety to be included in and made a
part of any subcontract executed in the performance of
this Agreement.
CORPORATION agrees that assistance provided under this
Agreement.shall not be used directly or indirectly to
employ, award contracts to, or otherwise engage the
services or, or fund any contractor during any period
of debarment, suspension, or placement in ineligibility
status under the provisions of 24 CFR Part 24.
CORPORATION shall undertake to insure that all
subcontracts let in the performance of this Agreement
shall be awarded on a fair and open competition basis.
Executed copies of all subcontracts shall be forwarded
to CITY along with documentation concerning the
selection process.
X. CITY'S REMEDIES
If CORPORATION fails to materially comply with the
terms of this Agreement, CITY, at its option, may
suspend or terminate this Agreement and/or require
CORPORATION to:
Page 22 of 27 Pages
A. Reimburse CITY
Reimburse CITY the amount of the loan, reduced by
twenty percent (20%) per year for each year that
CORPORATION was in compliance with the terms of
the Agreement.
B. Time to Remedy
Prior to suspension or termination for failure to
comply with the terms of this Agreement, CITY
shall notify CORPORATION in writing the basis for
its claim of non-compliance. CORPORATION shall
have thirty (30) days to remedy such non-
compliance.
C. Concurrent Remedy
No right or remedy herein conferred on or reserved
to CITY is exclusive of any other right or remedy
herein or by law or equity provided or permitted;
but each shall be cumulative of every other right
or remedy given hereunder or now or hereafter
existing by law or in equity or by statute or
otherwise, and may be enforced concurrently
therewith or from time to time..
XI. NON WAIVER
A covenant or condition of this Agreement may be waived
by written consent of CITY. Forbearance or indulgence
by CITY, in any way whatsoever, shall not constitute a
waiver of any covenant or condition to be performed by
CORPORATION. CITY's waiver of one covenant or
condition does not grant or imply a waiver of any other
covenant or condition to be performed by CORPORATION.
CITY shall be entitled to invoke any remedy available
to CITY under this Agreement, by law or in equity,
despite such forbearance or indulgence.
XII. CITY'S SUCCESSORS AND ASSIGNS
This Agreement shall be binding upon and inure to the
benefit of the successors to or assigns of CITY and
CORPORATION. ·
Page 23 of 27 Pages
XIII. INCORPORATION OF PRIOR AGREEMENT AND AMENDMENTS
This Agreement contains all agreements of the parties
with respect to any matter mentioned herein. No prior
agreement or understanding pertaining to any such
matter shall be effective. This Agreement may be
modified in writing only, signed by the parties in
interest at the time of the modification.
XIV. AUTHORITY
Each individual executing this Agreement on behalf of
CORPORATION represents and warrants that he or she is
authorized to execute and deliver this Agreement on
behalf of CORPORATION and this Agreement is binding on
CORPORATION.
XV. MODIFICATION OF AGREEMENT
Except as otherwise provided herein, the terms of this
Agreement may be modified only by the written consent
of the parties.
XVI. VENUE
If either party to this Agreement initiates any legal
or equitable action to enforce the terms of this
Agreement, to declare the rights of the parties under
this Agreement, or which relates to this Agreement in
any manner, CITY and CORPORATION agree that the proper
venue for any such action is the Kern County Superior
Court of the State of California, unless the amount in
controversy falls below the jurisdiction of the
Superior Court, in which case, the proper venue for any
such action is the Bakersfield Municipal Court.
Either party may demand arbitration by sending a
written notice to the other, by registered or certified
mail, that includes (1) a statement of the matter in
controversy and (2) the relief requested.
If the parties do not settle the dispute within thirty
(30) days of the date the demand for arbitration was
mailed, the dispute will be submitted to an arbitrator
appointed by a judge of any court having jurisdiction.
The arbitrator shall schedule the hearing and give
notice to the parties, by registered or certified mail,
$: \ J~J41 ART~WE L. ~A
~11819&
Page 24 of 27 Pages
at least ten (10) days in advance of the hearing. The
arbitrator may conduct the hearing despite the absence
of a party, provided that the notice required by this
Agreement has been given.
The parties shall have the right to take depositions
and conduct discovery prior to the arbitration hearing
as provided by section 1283.05 of the Code of Civil
Procedure.
The decision of the arbitrator is non-binding.
Each party shall bear their own costs and expenses,
except that the parties shall each pay one half of the
arbitrator's fee.
The parties intend to incorporate the provisions of
sections 1280-1294.2 of the Code of Civil Procedure to
the extent they are not inconsistent with the terms of
this Agreement.
XVII. NOTICES
Notices shall be sufficient hereunder if personally
served or, if sent by United States Mail, certified,
return receipt requested, postage prepaid, directed to
the parties at the following addresses:
If directed to CITY, addressed to:
City Clerk
City of Bakersfield
1501Truxtun Ave.
Bakersfield, CA 93301
or directed to the CORPORATION, addressed to:
Art Powell, Jr.
ADVANCED RECORDS TECHNOLOGY, INC.
417 Watts Drive
Bakersfield, CA 93307
XVIII. TERMINATION OF AGREEMENT
CITY reserves the right to terminate this Agreement
upon giving CORPORATION notice of intention to
terminate at least 30 days prior to the effective date
of the termination.
Page 25 of 27 Pages
XIX. NEGOTIATED AGREEMENT
The parties intend that this Agreement to be construed
as if both parties had negotiated each term, provision,
and condition so that this Agreement is not to be
construed against any party.
XX. SEVERABILITY A.ND PA/{AGRAPH HEADINGS
The invalidity of any provision of this Agreement, as
determined by a court of competent jurisdiction, shall
in no way effect the validity of any other provision
hereof. If any term, provision, or condition of this
Agreement is determined, by a court of competent
jurisdiction, to be void, invalid, or unenforceable,
the parties intend the remainder to continue in full
force. The parties intend interpretation of the
remainder to be as if the parties negotiated this
Agreement without the void, invalid, or unenforceable
terms, provisions, or conditions. The "headings" or
"titles" of paragraphs (or sections) of this Agreement
are for convenience only, and are not to be considered
part of the Agreement.
---o0o
IN WITNESS WHEREOF, the parties have caused this Agreement to be
executed by their respective officers and agents thereunto duly
authorized as of the day and year first above written.
"C I TY" "CORPORAT I ON"
City of Bakersfield Advanc~Reco/n~s Technology, Inc.
By: By: j
Bob Price Art Powell, Jr.' ~-
Mayor President
Page 26 of 27 pages
APPROVED AS TO FORM
Office of City Attorney
By: 'Q0
Janice Scanlan ~
Deputy City Attorney
APPROVED A~ TO~0NTENT ~
John F. Wager, Jr. ~
Economi~ DevelopmelTt--Ui~ector
COUNTERSIGNED
By:
Gregory Klimko
Finance Director
$: \ JA~r%AaT~L.A~R
Page 27 of 27 Pages
SCHEDULE "A" .i
'1
Present Employees and Positions: As of March 20, 1996
Microfilm Technician I Rate of PaY
Alice Powell $5.75 per/hour
Mae Bailey $5.75 per/hour
Phyllis Myers $5.75 per/hour
Carolyn Barefield $5.50 per/hour
Document preparation and microfilm documems assist with other duties.
Microfilm Technician I1 Rate of Pay
Floyd Johnson $7.25 per/hour
Regina Walker ~ $7.25 per/hour
Dolores Urias $7.00 per/hour
Martha Vega $6.85 per/hour
Linda Washington $6.00 per/hour
Tuyet Nyugen $6.00 per/hour
Gloria Eddington $6.25 per/hour
Document prepp, microfilm, process microfilm, knowledge of equipment, indexing, etc.
Data processing.
Process Server Rate of Pay
Linda Mitchell $6.85 per/hour
Attorney service worker, and assist with microfilm duties.
Production Supervisor Rate of Pay
Michael Carder $1,900 per/momh
Exhibl~ "A"
LEGAL DESCRIPTION
PARCEL 1:
The North 250 feet of the west 125 feet, measured from the south line of Watts Drive (60
feet wide) of Lot 21 ia Section 8, Township 30 South, Range 28 East, M.D.B.M., in the city
of Bakersfield, County of Kern, State of California, as per that certain Sales Map No. 1 of
Lands of J. B. Haggin filed May 3, 1889, ia the Office of the County Recorder of said
EXCEPTING THEREFROM all oil, gas and other minerals contained within the property
above described together with other rights as excepted and reserved of record by Kern
County Land Company in deed recorded March 13, 1969 in Book 4256, Page 762 of Official
Records.
PARCEL 2:
An easement for the purpose of ingress, egress and incidental purposes as described as
follows:
That portion of Lots 21 and 23 in Section 8, Township 30 South, Range 28 East, M.D.B.M.,
in the City of Bakersfield, County of Kern, State of Californ/a, as per that certain Sales Map
No. 1 of Lands of J. B. Haggin filed May 3, 1889, in the Office of the County recorder of
said County, described as follows:
Beginning at a point on the south line of Watts Drive, as said Watts Drive is located on
June 6, 1979, a distance of 125 feet east from the west Line of said Lot 21; thence at right
angles, south a distance of 250 feet to the true point of beginning; thence continuing south
along the last named course, a distance 60 feet to a point, thence at fight angles west,
parallel with the south line of Watts Drive, a distance of 500 feet, more or less, to a point
of intersection with the existing taxi and landing area of the Bakersfield Air Park, as said
taxi and landing area is located on June 6, 1979; thence at fight angles north a distance of
60 feet to a point; thence at fight angles east parallel to the south line of Watts Drive, a
distance of 500 feet, more or less, to the point of beginning.
EXCEPTING THEREFROM all minerals including oil, gas, asphaltum and other
hydrocarbons in and under said land as reserved by Kern County Land Company, a
corporation, in various deeds of record.
EXHIBIT "B"
24 CFR 570.3
Low-income person means a member of a family having an
income equal to or less than the Section 8 very low-income limit
established by HUD. Unrelated individuals shall be considered as
one person families for this purpose. The method for determining
income under the section 8 Housing Assistance Payments program
need not be used for this purpose.
Moderate-income persons means a member of a family having an
income equal to or less than the Section 8 lower income limit and
greater than the Section 8 very low income limit established by
HUD. Unrelated individuals shall be considered as one person
families for this purpose. The method for determining income
under the Section 8 Housing Assistance Payments Program need not
be used for this purpose.
EXHIBIT 'C'
PROMISSORY NOTE
THIS LOAN IS PAYABLE IN FULL AT MATURITY. YOU MUST REPAY THE ENTIRE
UNPAID OR UNFORGIVEN PRINCIPAL BALANCE OF THE LOAN. THE LENDER IS
UNDER NO OBLIGATION TO REFINANCE THE LOAN AT THAT TIME. YOU WILL,
THEREFORE, BE REQUIRED TO MAKE PAYMENT OUT OF OTHER ASSETS THAT
YOU MAY OWN, OR YOU WILL HAVE TO FIND A LENDER WILLING TO LEND
YOU THE MONEY. IF YOU REFINANCE THIS LOAN AT MATURITY, YOU MAY
HAVE TO PAY SOME OR ALL OF THE CLOSING COSTS NORMALLY ASSOCIATED
WITH A NEW LOAN EVEN IF YOU OBTAIN REFINANCING FORM THE SAME
LENDER.
1. BORROWER'S PROMISE TO PAY
In return for a loan that I have received, I promise to pay U.S. $
Dollars) (this amount is called "principal"), plus
interest, to the order of the Lender. The Lender is THE CITY OF BAKERSFIELD, A
MUNICIPAL CORPORATION. I understand that the Lender may transfer this Note.
The Lender or anyone who takes this Note by transfer and who is entitled to
receive payments under this Note is called the "Note Holder'.
2. INTEREST
No interest will be charged on the unpaid principal.
3. PAYMENTS
The principal of this Promissory Note shall be due five years from the date
of execution of the Agreement to which this Note is attached. The principal of
the Note shall be forgiven at twenty-percent (20%) per year for each year I am in
compliance with the terms of said Agreement. if I comply with the terms of said
Agreement for five years from the date said Agreement is executed, I shall owe
Note Holder nothing. No payments will be due to Note Holder unless I fail to
comply with any terms of the Agreement to which this Promissory Note is
attached.
in the event that I fail to comply with the terms of the Agreement to which
this Promissory Note is attached, I shall pay to Note Holder the full amount of the
principal, minus twenty percent (20%) per year, prorated, for every year in which I
was in compliance with said Agreement.
Page I of 3 Pages
4. DEFAULT
If I do not comply with the terms of the Agreement to which this Promissory
Note is attached, and then, fail to pay the remaining principal, I will be in default.
(A) Notice of Default
If I am in default, the Note Holder may send me a written notice telling me
that if I do not pay the overdue amount by a certain date, the Note Holder may
require me to pay immediately the full amount of principal which has not been paid
or forgiven. That date must be at least 30 days after the date on which the notice
is delivered or mailed to me.
(B) No Waiver By Note Holder
Even if, at a time when I am in default, the Note Holder does not require me
to pay immediately in full as described above, the Note Holder will still have the
right to do so if I am in default at a later time.
5. GIVING OF NOTICES
Unless applicable law requires a different method, any notice that must be
given to me under this Note will be given by delivering it or by mailing it by first
class mail to me at the following address:
417 Watts Drive, Bakersfield, California 93307
Any notice that must be given to the Note Holder under this Note will be
given by mailing it by first class mail to the' Note Holder at the following address:
515 Truxtun Avenue, Bakersfield, California 93301
6. OBLIGATIONS OF PERSONS UNDER THIS NOTE
If more than one person signs this Note, each person is fully and personally
obligated to keep all of the promises made in this Note, including the promise to
pay the full amount owed. Any person who is a guarantor, surety or endorse of
this Note is also obligated to do these things. Any person who takes over these
obligations, including the obligations of a guarantor, surety or endorser of this
Note, is also obligated to keep all of the promises made in this Note. The Note
Holder may enforce its rights under the Note against each personal individually or
against all of us together. This means that any one of us may be required to pay
all of the amounts owed under this Note.
Page 2 of 3 Pages
WITNESS THE HAND(S) AND SEAL(S) OF THE UNDERSIGNED
BORROWER /~
BORROWER
Page 3 of 3 Pages
Exhibit "D"
CERTIFICATION REGARDING LOBBYING
The undersigned certifies, to the best of his or her knowledge and belief, that:
(1) No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned,
to any person for influencing or attempting to influence an officer or employee .of any agency, a
Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress
in connection with the awarding of any Federal contract, the making of any cooperative agreement,
and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant,
loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person
for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress in
connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall
complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance
with its instructions.
(3) The undersigned shall require that the language of this certification be included in the award
documents for all sub-awards at all tiers (including subcontractors, sub-grants, and contracts under
grants, loans, and cooperative agreements) and that all sub-recipients shall certify and disclose
accordingly.
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is a prerequisite for making
or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails
to file the required certification shall be subject to a civil penalty of not less than $10,000 and not
more than $100,000 for each such failure.
BAKERSFIELD
Economic and Community Development Department
MEMORANDUM
November 30, 1995
TO: Alan Tandy
City Manager
FROM: Jake Wager
Economic Development Director
SUBJECt: Proposals for the FY 96-97 Action Plan (Annual Budget for HUD Funds)
As you are aware, the deadline for submitting funding applications by City departments,
outside agencies and individuals for the FY 96-97 Action Plan was November 22. We
received requests for approximately $3,523,831. Specifically, funding requests included
$3,284,093 in Community Development Block Grants (CDBG), $145,000 in HOME
Investment Partnership Grants (HOME), and $94,738 in Emergency Shelter Grants (ES(]). A
summary of the proposals is attached.
Staff is currently reviewing the funding requests for eligibility, q,_,alification, and project
feasibility. A memorandum outlining staff findings is anticipated to be completed by
February, 1996.
For your review, we have attached a preliminary outline that summarizes FY 96-97 proposals
as well aS community development activities that have been previously supported by the City
Council and compares them to FY 95-96 costs. In addition, the prelimirtary outline illustrates
potential funding shortfalls next fiscal year for each entitlement (CDBO, HOME, ESO) by
comparing FY 96-97 funding requests and proposed uses to available resources.
As of this date, we have not been notified by the federal government as to the amount of
funds available for next fiscal year. However, we are anticipating lttat our entitlements for FY
96-97 will be similar to last year, approximately $4,018,000 ($ 2,953,000 - CDBG, $974,000
- HOME, $91,000 - ESG).
Please feel free to contact me if you have any questions regarding this matter.
Fiscal Year 96-97 Applications 1~1n5
AGENCY DESCRIFFION [ AMOUNT REQUESTED
CDBG - ClP'a
City Public Works Deparlment Downtown Strectscape $325,000
Improvement Project
City Community Services/Parks Martin Luther King Jr. Park $5,377
Division parking area reconstruction
City Fire Deparlment Traffic Signal Preemption 13~vices $50,000
(miscellaneous intersections in
CDBG targeted ~reas)
C1)BG - Ph--.a~l CIPs
I City Public Works Phase 11 ~ $174,600
Terrace Way Storm Drain (Terrace
Way tntween Berneta Avenue
Union Avenue)
City Public Works Phase Ill $696,000
(Gage S~'ee~ to Robinson StreW)
City Public Works Phase 1I $508,000
Pananma #10 curb, gu~r and street
pavi~
Cai Water Service Company Phase 11 $225,000
Union Avenue #10 area water main
and fir~ hydrant upgrade
CDBG o PUBLIC gACIIXI~S
Golden Empir~ Gleaners ~g and improving the $270,000
building at 3100 Chester Avenue
for program opexations
3esert Counseling Clinic Renov~on of f~cility to ADA $76,000
Link. Program at 1655 ~
California Avenue
$ippi Clinic Renovation of ~xisting slru~tur~ at $75,503
18200 Kera Canyon Road for
disabled residents
Rehabilitate WIC building ~t 500 $150,000
East California Avenue
AGENCY I DESCRIPTION I AMOUNT REQUESTEI)
CDBG - Economic Development
Vernon Strong Rehabilitate and constn~ct $149,545
commercial space at 710-725 East
California Avenue and 804-820
East California Avenue
CDBG - Hou__elng
City Building Department Clearance, Dcmolitien and Code $375,025
Enforcement within CDBG
targeted areas
HOME
KCEOC CHDO set aside funds $145,000
for acquisition and rehabilitation of
t ~mergency Shelter Grant (ESG) single family dwellings
Clinica $icn'a Vista Homeless Salary and benefits for e full-time $21,738
Health Care Services Outreach Scrvice~ Coordinator
assigned to Clinica's Homeless
Health Care Mobile Medical
Service Project
Dcscr~ Counseling Clinic Provide shelter services to mentally $30,000
disabled, homeless persons
Bakersfield Homeless Center - Cover costs to operate and maintain $43,000
Bethany Services Homeless Center
TOTAL
*NOTE: Evaluation of additional costs associated with prevailaing wage rates, Section
3 requirements as well as staff time to implement the projects have notyet been
undertaker~
2
AGREEMENT FOR PARTICIPATION IN CITY OF BAKERSFIELD
TRAFFIC SIGNAL PREEMPTION SYSTEM
AGREEMENT NO.
THIS AGREEMENT is made and entered into on , 1996, by and
between the CITY OF BAKERSFIELD, a California Charter city and municipal corporation
("CITY" herein) and GOLDEN EMPIRE AMBULANCE COMPANY, a California
corporation ("GOLDEN EMPIRE" herein).
RECITALS
WHEREAS, CITY has initiated a program to retrofit all traffic signals within its
jurisdictional boundaries to accommodate a traffic signal preemption system (opticom
priority control by 3M) for use by the Bakersfield Fire Department; and
WHEREAS, CITY now requires as a condition of all future development that any
traffic signals installed henceforth shall be installed with said traffic signal preemption
system; and
WHEREAS, said traffic signal preemption system will reduce the response times for
Code 3 emergencies and result in increased safety to the public and emergency vehicles
during any emergency response; and
WHEREAS, the aforesaid benefits would also inure to other emergency services
participating in this system, all to the public benefit; and
WHEREAS, GOLDEN EMPIRE desires to utilize said traffic signal preemption
system and has agreed to provide funds to 'expand said system and to help provide for its
continuing maintenance; and
WHEREAS, CITY and GOLDEN EMPIRE desire to clarify and update this
Agreement relative to the duties and responsibilities of each party.
NOW, THEREFORE, incorporating the foregoing recitals herein, CITY and
GOLDEN EMPIRE agree as follows:
TERM. This Agreement shall commence upon January 1, 1997 and terminate
on January 1, 2002 unless sooner terminated as herein provided.
HEADINGS. All paragraph or section captions are for reference only and shall not
be considered in construing this Agreement.
Page 1 of 7
TIME. Time is of the essence in this Agreement.
CONTRIBUTION PROCEDURE. GOLDEN EMPIRE agrees to contribute to CITY
sufficient funds to purchase and install a minimum of three (3) opticom priority control
systems per GOLDEN EMPIRE's fiscal year commencing January 1, 1997 for a period of
five (5) years. The purchase and installation cost for fiscal year 1997-1998 for each unit
is anticipated to be Five Thousand Three Hundred Fifty Dollars ($5,350.00) for a total
contribution in GOLDEN EMPIRE's fiscal year 1997-1998 of a minimum of Sixteen
Thousand and Fifty Dollars ($16,050.00) to CITY. The payment shall be made to CITY
within thirty (30) calendar days of the beginning of the GOLDEN EMPIRE's fiscal year.
CITY agrees to confer with GOLDEN EMPIRE as to the location of contributed units.
However, the ultimate determination as to location of any contributed units rests solely
within CITY's discretion based upon consideration of efficient use of resources to insure
the maximum public safety benefit. All contributed units/funds become the sole, exclusive
property of CITY upon the date of contribution.
MAINTENANCE. It is anticipated that CITY shall incur $ annually
for the cost of maintenance of said system which GOLDEN EMPIRE agrees to reimburse
one-third (113) of the cost thereof to CITY. CITY shall provide to GOLDEN EMPIRE an
itemiZed statement each CITY fiscal year commencing July 1, 1997 and each year
thereafter which details the maintenance costs incurred. The term 'maintenance' shall
include all reasonable repair to said system necessary to maintain and restore to sound
operating condition after failure or damage from any cause. Any funds utilized for repair
of systems damaged by. third parties shall be refunded to GOLDEN EMPIRE upon
collection thereof by CITY.
USE OF SYSTEM. GOLDEN EMPIRE specifically recognizes its access to the
CITY's traffic signal preemption system limited solely to Code 3 (emergency lights and
sirens) responses. GOLDEN EMPIRE also specifically recognizes that the Bakersfield
Fire Department shall retain and exercise priority over GOLDEN EMPIRE in any use of
said traffic control system as CITY fire vehicles shall utilize 'pdodty 2" status and GOLDEN
EMPIRE Upriority 1" status. The parties recognize the numerically higher priority will
preempt use by the lower priority number.
The use of this traffic signal preemption system during an emergency (Code 3)
response shall not operate to relieve the driver of an authorized emergency vehicle from
the duty imposed by the Vehicle Code to drive with due regard for the safety of all persons
and property.
No rights or privileges not specifically identified herein are granted or implied.
Page 2 of 7
AUDIT, At all times relative to the effective dates of this Agreement, CITY
retains the right to undertake necessary audits of GOLDEN EMPIRE's use of said traffic
signal preemption system in order to assure said system is only being utilized by GOLDEN
EMPIRE and its agents or employees for Code 3 emergency responses. Any use of this
system by GOLDEN EMPIRE, its agents or representatives, which is not expressly granted
under the terms of this Agreement is expressly prohibited.
This Agreement may be suspended or revoked by CITY in the event of failure to
abide by all requirements herein. Suspension and/or revocation proceedings shall be
initiated by CITY in conformance with Bakersfield Municipal Code § 5.10.100 and any
appeals therefrom shall be made in conformance with Bakersfield Municipal Code §
5.10.150. Prior to suspension/revocation proceedings, the parties hereto shall confer in
a good faith attempt to resolve all issues of dispute.
Upon revocation of this Agreement as aforesaid all traffic signal preemption devices
or funds contributed by GOLDEN EMPIRE become the sole exclusive property of CITY.
Furthermore, in the event this Agreement is revoked as aforesaid, CITY shall be entitled
to purchase from GOLDEN EMPIRE all emitter devices for their reasonable pro-rated
value.
INSTALLATION OF EMITTERS: The purchase of, installation, use,
maintenance/repair and replacement(s) of emitters on vehicles utilized by GOLDEN
EMPIRE for Code 3 emergency responses shall be the sole responsibility of GOLDEN
EMPIRE for which the CITY shall incur no cost nor liability. An automatic switch shall be
installed to turn the emitter off when the emergency vehicle is parked.
TRAINING. CITY and GOLDEN EMPIRE agree to provide for employee training
for the use, maintenance, repair and enhancement(s) of said traffic signal preemption
system and the emitters installed in emergency response vehicles.
ENHANCEMENTS TO SYSTEM: CITY shall retain sole, exclusive control
over any and all enhancements, upgrades or modifications made to said traffic signal
preemption system. GOLDEN EMPIRE shall, at its sole cost and liability; provide for
enhancements to the emitters on its emergency response vehicles.
REMEDIES. In addition to all of the remedies in law or equity which are available
to CITY, in the event of GOLDEN EMPIRE's default, CITY, at its option shall be entitled
to maintain sole ownership and possession of all contributed funds or traffic signal
preemption devices pursuant to this Agreement.
The remedies provided in this paragraph are cumulative and are in addition to any
other remedies in law or equity which may be available to CITY. The election of one or
more remedies shall not bar the use of other remedies unless the circumstances make the
Page 3 of 7
remedies incompatible.
NEGATION OF PARTNERSHIP, CITY shall not become or be deemed a partner
or joint venturer with GOLDEN EMPIRE or associate in any relationship with GOLDEN
EMPIRE by reason of the provision of this Agreement. GOLDEN EMPIRE shall not for
any purpose be considered an agent, officer or employee of CITY.
INSURANCE, Liability insurance shall be procured and maintained by GOLDEN
EMPIRE in compliance with the requirements of Bakersfield Municipal Code § 5.10.130.
The insurance required hereunder shall be maintained for the duration of this
Agreement.
GOLDEN EMPIRE shall furnish the CITY Risk Manager with a certificate of
insurance and required endorsements evidencing the insurance required.
JOINT LIMITATION ON LIABILITIES AND INDEMNIFICATION
(a) Neither party shall be liable to the other party for any loss, damage, liability,
claim or cause of action for damage to or destruction of property or for injury
to or death of persons arising solely from any act or omission of the other
party's officers, agents and employees.
(b) CITY and GOLDEN EMPIRE agree to defend, indemnify and hold each
other harmless from any and all claims, demands, liabilities, losses or
causes of action which arise by virtue of its own acts or omissions (either
directly or through or by its agents, officers, or employees) to such extent
and in such part as the respective parties am found by mason of law to have
proximately caused the injury' or damage.
(c) The party against whom any claim arising from any subject matter of this
agreement is filed shall give prompt notice of the filing of the claim to the
other party.
(d) The right to indemnification arises at the time of occurrence of the liability.
(e) This Agreement shall not alter or modify the statutory immunities afforded
to CITY as a "public entity" as that phrase is defined by California
Government Code § 830.9.
ASSIGNMENT, This Agreement shall not be assigned by any party, or any party
substituted, without prior written consent of all the parties.
Page 4 of 7
TERMINATION. In the event GOLDEN EMPIRE's certificate for the operation of
ambulance services is revoked by CITY pursuant to Bakersfield Municipal Code Chapter
5.10, this Agreement shall be terminated the same effective date of revocation of said
license. GOLDEN EMPIRE specifically acknowledges that subsequent to the contribution
of funds each fiscal year to CITY, the systems purchased and installed thereby remain the
sole, exclusive property of CITY. GOLDEN EMPIRE retains no right of ownership, access
to, or use said system other than is provided herein.
Upon mutual agreement of both parties, this Agreement is terminable upon thirty
(30) days written notice. The parties hereto agree to meet on an annual basis to review
the terms of this Agreement relative to maintenance/repair costs, technical enhancements
or any duty or obligation of the parties setforth herein.
BINDING EFFECT, The dghts and obligations of this Agreement shall inure to the
benefit of, and be binding upon, the parties to the contract and their heirs, administrators,
executors, personal representatives, successors and assigns.
MERGER AND MODIFICATION, All prior agreements between the partieS are
incorporated in this agreement which constitutes the entire contract. Its terms are intended
by the parties as a final expression of their agreement with respect to such terms as are
included herein and may not be contradicted by evidence of any prior agreement or
contemporaneous oral agreement. The parties further intend this agreement constitutes
the complete and exclusive statement of its terms and no extrinsic evidence whatsoever
may be introduced in any judicial or. arbitration proceeding, if any, involving this
agreement. This agreement may be modified only in a writing approved by the CITY
Council and signed by all the parties.
COMPLIANCE WITH ALL LAWS. GOLDEN EMPIRE shall, at GOLDEN EMPIRE's
sole cost, comply with all of the requirements of Municipal, State, and Federal authorities'
now in force, or which may hereafter be in force, pertaining to this Agreement, and shall
faithfully observe in all activities relating to or growing out of this Agreement all Municipal
ordinances and State and Federal statutes, rules or regulations now in force or which may
hereafter be in force.
WAIVER OF DEFAULT. The failure of any party to enforce against another a
provision of this Agreement shall not constitute a waiver of that party's right to enforce
such a provision at a later time, and shall not serve to vary the terms of this Agreement.
FORUM. Any lawsuit pertaining to any matter arising under, or growing out of, this
contract shall be instituted in Kern County, California.
Page 5 of 7
ATTORNEY'S FEES. In any action arising from or related to the terms of this
Agreement, the prevailing party shall be entitled to recover its reasonable attorney's fees
and court costs and other nonreimbursable litigation expenses, such as expert witness
fees and investigation expenses, whether or not such action proceeds to judgment.
CORPORATE AUTHORITY. Each individual executing this Agreement represents
and warrants they are duly authorized to execute and deliver this Agreement on behalf of
the corporation or organization, if any, named herein and that this Agreement is binding
upon said corporation or organization in accordance with its terms.
ACCOUNTING RECORDS. CITY shall maintain accurate accounting records and
other written documentation pertaining to the costs incurred in performance of this
Agreement. Such records and documentation shall be kept at CITY's office during the
period of this Agreement, and for a period of three (3) years from the date of the final
payment hereunder, and said records shall be made available to GOLDEN EMPIRE's
representatives upon request at any time during regular business hours.
NEW~ RELEASE~IINTERVIEW$. All news releases, media interviews, or public
comments by either party relative to this Agreement shall be jointly agreed upon by
GOLDEN EMPIRE and CITY.
NOTICES. All notices relative to this Agreement shall be given in writing and shall
be personally served or sent by certified or registered mail and be effective upon actual
personal service or depositing in the United States mail. The parties shall be addressed
as follows, or at any other address designated by notice:
CITY: CITY OF BAKERSFIELD
CITY HALL
1501 Truxtun Avenue
Bakersfield, California, 93301
(805) 326-3721.
GOLDEN EMPIRE: GOLDEN EMPIRE AMBULANCE COMPANY
1001 21st Street
Bakersfield, California 93301
(805) 322-8741
EXECUTION. This Agreement is effective upon execution. It is the product of
negotiation and therefore shall not be construed against any party.
Page 6 of 7
TAx NUMBERS.
"GOLDEN EMPIRE" Federal Tax ID Number
"GOLDEN EMPIRE" is a corporation? Yes X No
(Please check one.)
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed, the day and year first-above .written.
"CITY" "GOLDEN EMPIRE"
CITY OF BAKERSFIELD GOLDEN EMPIRE AMBULANCE
COMPANY
By: By:
BOB PRICE, Mayor
Title:
APPROVED AS TO CONTENT:
BAKERSFIELD FIRE DEPARTMENT '
By:
MICHAEL KELLY
Fire Chief
APPROVED AS TO FORM:
JUDY K. SKOUSEN
City Attorney
By:
MICHAEL G. ALLFORD
Assistant City Attorney
COUNTERSIGNED:
By:
GREGORY J. KLIMKO
Finance Director
MGA~__.ONTRACTS~GEA.AGR
Page 7 of 7
PUBLIC NOTICE
City of Bakersfield Annual Action Plan Fiscal year 1996-97
30 Day Public Review - Public Hearing
The City of Bakersfield Economic and Community Development Department (ECDD) has prepared a DRAFT
Annual Action Plan for Fiscal Year 1996-97. The Plan outlines the activities to be undertaken to address
community development and housing needs listed in the five-year Consolidated Plan 2000 adopted by the City
Council in May 1995. The annual action plan identifies a total of $3,874,200 in entitlement and program
income with projected use of funds for FY 96-97. These funds are from two programs: CDBG - $2,837,000
and, HOME - $1,036,500. A description of the proposed activities to be undertaken in the next Fiscal Year are
listed below:
Listing of Proposed Projects for FY 1996-97
Project Title & Purpose Description of Projects Budget/Funding
Sources
Golden Empire Gleaners Rehabilitation ora 37,033 sq. fL building at 3100 CDBG - $383,395
Rehabilitation Chester Avenue into administrative offices and
Improvements Project warehouse for food for the disadvantaged and poor.
(Phase I) - To renovate
building for increasing
administrative support and
food warehouse space to
benefit presumed low income
residents.
Martin Luther King Jr. To reconstruct existing parking lot and to enlarge CDBG - $26,551
Community Center the parking lot area. Parking lot lighting is to be
Recreational Improvements installed.
(Phase II) - To improve and
to enlarge parking lot to
facility.
Chester Avenue Streetscape Streetscape improvements within the public right- CDBG - $356,306
Improvement Project - of-way along Chester Avenue between Truxtun
Upgrading the Bakersfield Avenue and 23rd Street.
urban core by doing a
streetscape project on Chester
Avenue.
Panama #10 Curb & Gutter Construction of 6,040 l.f. of curb and gutter and CDBG - $274,315
Project (Phase II) - To related appurtenances and the reconstruction of
facilitate drainage in a $116,920 sq. i~. of streets in the Panama # 10 area.
primarily low income The area is bounded by Panama Lane on the north,
residential area. Nadeau Street on the east, the Arvin Edison Canal
on the south and Lowery Street on the west.
Project Title & Purpose Description of Projects Budget/Funding
Sources
Downtown Street Reconstruction of existing street barriers for CDBG - $51,551
Improvement Barrier improving pedestrian and traffic flow in the
Reconstruction Program downtown low/moderate areas.
(Phase II) - To improve
pedestrian safety and traff~c
flow.
Union Ave. #10 Area Water Phase II includes replacement of about 6,600 feet CDBG - $231,204
Main & Fire Hydrant of deteriorated 3-4 inch pipe with 8 inch pipe,'the
Upgrade (Phase II) - To installation of 11 new fire hydrants and the
improve fire flow protection replacement of about 6 fire hydrants in an area
standards in a newly annexed bounded by East California Avenue on the north,
low income area. King Street on the east, Potomac Avenue on the
south and Union Avenue on the west.
Street Lighting (Target Upgrading of existing street lights and the CDBG - $94,721
Areas) - Bringing area up to placement of new street lights to bring residential
City street lighting standards. (non-commercial) streets in low/moderate income
targeted areas up to City street lighting standards.
Sidewalk Reconstruction Removal and reconstruction of dilapidated and CDBG - $88,102
Project (Phase II) - substandard sidewalk improvements in CDBG low
Improvement of sidewalk income neighborhoods.
pedestrian safety.
Graffiti Removal Program - Removal of graffiti within ~;arious low/moderate CDBG - $129,772
To preserve low income income areas within the City.
neighborhoods.
Looking Good Initiate a neighborhood improvement program CDBG - $32,703
Neighborhood Program - To involving resident empowerment and general
provide a public service to public service activities, such as clean-up days,
low income residents for public health awareness, and educational
neighborhood improvement, campaigns. CT 15 and 22.
Incentive Area Funding of management and marketing services in CDBG - $18,513
Marketing/Training - To conjunction with the County of Kern and
increase employment Employers Training Resources (ETR) to create
opportunities for the S.E. area employment opportunities for low income persons.
- a predominantly low income To be operated by ETR (County will match City
area (office at 1101 East Belle funds).
Terrace).
Fair Housing Program Implementation of fair housing public services for CDBG - $105,897
Services - To affirmatively qualified residents city-wide. Includes education,
further fair housing, intake, screening, testing and
mediation/conciliation.
Project Title & Purpose Description of Projects Budget/Funding
----- ~ Sources
Home Access Grant Grants up to $2,000 for handicap accessibility in CDBG - $106,858
Program To provide privately or publicly owned residential structures in
improvements for disabled neighborhoods city-wide.
residents.
Business Loan Program - To Financial assistance to qualified existing private CDBG - $139,050
promote job opportunities for for-profit entities for acquisition and/or
low income persons, construction for commercial/industrial
improvements within the City.
Section 108 Loan Third of 10 installments of a loan payment CDBG - $336,069
Repayment regarding $2.5 million assistance to a developer
for the Bakersfield for the Convention Center Hotel Project at 801
Convention Center - To Truxtun Avenue.
promote job opportunities for
low income persons.
New Construction Housing development loans for costs related to HOME - $126,659
Assistance - To promote new construction of affordable housing. Primarily gap
construction housing for low financing in the form of loans/grants (citywide).
income residents.
First Time Homebuyers Down payment and closing cost assistance for low HOME - $279,679
Assistance - To promote income families for first time home buyers
homeownership. (citywide).
Single-Family Rehab Loan Housing loans for the rehabilitation of single- HOME - $183,880
Program - To promote family dwellings for low income persons (deferred
housing preservation for low and below market rate loans).
income persons.
Rehabilitation of Multi- Funding of loans for rental rehabilitation (deferred HOME - $136,965
Family Dwellings - To and below market rate loans). To benefit low
promote multi-family income persons.
preservation.
CHDO Set Aside - To Loans for acquisition of dwellings for rehab and HOME - $152,159
promote homeownership for reselling to eligible low income buyers. To be
low income persons. ~mplemented by a CHDO - Community Housing
Development Organization.
Service Delivery Costs for Staff and overhead costs directly related to carrying CDBG - $11,218
Housing Related Activities out single-family rehabilitation activities. HOME - $84.105
Total - $95,323
HOME Costs related to overall management and HOME - $77,053
Administration/Planning coordination of the HOME program.
Costs of the City
Project Title & Purpose Description of Projects Budget/Funding
Sources
Planning and Capacity Plans, strategies, and studies necessary for CDBG - $45,522
Building implementing HUD regulations and consolidated
plan priorities.
General Management Costs associated with overall program CDBG - $300,400
Oversight and Coordination management, coordination, and monitoring of the
CDBG program.
Indirect Costs Cost allocation charges from other City CDBG - $62,500
Departments.
Public Information Provision of public information on federal CDBG - $23,707
programs and activities.
Submissions of Applications Preparation of applications for submission to HUD CDBG - $19,346
for Federal Programs and other government programs.
A draft of the Plan is available for review at the following places: ECDD, 515 Truxtun Ave.; City Clerk's
Office, 1501 Truxtun Ave.; Beale Memorial Library, 701 Truxtun Ave.; Holloway-Gonzales Library,
506 E. Brundage Ln.; Baker Street Library, 1400 Baker St.; Northeast Library, 3719 Columbus Ave.; Rathbum
Library, 200 W. China Grade Loop; Southwest Library, 8301 Ming Ave.; Wilson Library, 1901 Wilson Rd.;
and CSUB Library, 9001 Stockdale Hwy. A public hearing for interested residents is scheduled for April 15,
1996, Monday at 6:00 p.m. at the Bakersfield Convention Center, Breckem'idge Room, 1001 Truxtun Ave. The
Breckenridge Room is accessible to the disabled. For special arrangements please call the City 7 days prior to
the meeting at 805/326-3764 (TDD number is 805/324-3631). On May 8, 1996, at the conclusion of the 30-day
public review period, staffwill request that the City Council approve the Annual Plan for submission to the
federal government. The deadline for submission to HUD i's May 15, 1996.
97plan.fbi
.i- 11 111 HelpLine
~i~ Information&
March 22, 1996
The Honorable Mayor Bob Price
and City Council Members
City of Bakersfield
1501 Tmxtun Avenue
Bakersfield, CA 93301
Dear Honorable Mayor Bob Price and City Council Members:
The purpose of. this letter is to request that the Referral Assistance Network of Kern (RANK)
members make a brief presentation during the public statements portion of the April 3, 1996 City
Council meeting. We would like to share with you the progress the Referral Assistance Network of
Kern has made in implementing a county-wide, centralized and computerized information and referral
service.
In 1992, as a result of the Children's Summit, the Kern County Network for Children issued an Action
Plan which determined that Kern County needed a county-wide information and referral (I & R)
system easily accessible to City and County residents. In response to this need, community health and
social services providers, representatives from local government and community-based organizations
came together to form the Referral Assistance Network of Kern. RANK has received strong support
from the community and from the great majority of Kern County agencies (see enclosed list of
members).
After much consideration, the Kern County Economic Opportunity Corporation (KCEOC) was
chosen as the designated agency to administer the information and referral program now known as
HelpLine. KCEOC is a Community Action Agency serving low-income, elderly, and disadvantaged
residents of Kern County.
HelpLine will benefit:
· Agencies by prescreening referrals thereby reducing costs and stafftime spent on misdirected
inquiry calls.
· Clients by empowering them with accurate information ehabling them to make informed
choices regarding available resources.
· Local businesses by being a referral source available to their employees.
· Community planners by identifying gaps and/or duplication of services.
A program administered by the Kern County Economic Opportunity Corporation
300 - 19th Street · Bakersfield, CA 933014502 · (805) 336-5236 · FAX (805) 322-2237
The computerized database will contain program information on over 350 Agencies throughout Kern
County. For example, if someone requests assistance in finding a health provider that accepts Medi-
Cal because they are in need of an operation then they should call HelpLine. This is just one example
where HeipLine can assist by providing a current list of surgeons accepting Medi-Cal.
The necessary state-of-the-art computer equipment (which includes 5 PCs, a Network with a dedicated
server, and a laser printer) have been purchased and installed. Data entry into a specialized information
and referral database is currently in progress. The software has an excellent client tracking system
designed to assist in future planning and needs assessments. In addition, five (5) work stations have
been set up. The Referral Assistance Network of Kern has raised over $10,000 through fundralsing
efforts and KCEOC has contributed approximately $60,000 in cash and $87,000 in in-kind support to
set up the system.
The telephone service is expected to be on-line by April 1996, after the completion of data input and
the recruitment and training of I'& R Specialists and community volunteers. A media campaign will
begin shortly thereafter.
Kern County is one of the few counties that does not have a formalized I & R system in place. In other
communities, operating funds and general support come directly from County, City, the United Way
and private donations. It is estimated that the cost of the program will be $165,700 (proposed budget
enclosed) annually.
The greatest need for this program is on-going funding for the four (4) I & R Specialists. In addition
to, or in lieu of funding, ItelpLine needs in-kind support staff to work full time for six month intervals
to perform I & R Specialist functions.
The Referral Assistance Network of Kern is requesting $16,570 (10% of proposed budget) in financial
assistance from the City of Bakersfield or in-kind support staff. We are requesting that a City
Representative participate on our Advisory Board. We would like to extend an invitation to the City
Council to visit KCEOC for a demonstration of the HelpLine information and referral service at your
convenience. Please contact Emily Gonzalez, I & R Coordinator for KCEOC at (805) 336-5236,
extension 108 to set a meeting date.
We look forward to making a presentation of HeipLine at the City Council meeting of April 3, 1996.
Sincerely,
Edward B. Velasquez ~/,'/ Nona Tolentino
Executive Director, KCEOC Or RANK Facilitator
Enclosures
Page 2
Referral Assistance NetWork of Kern Supporting Agencies and Donors
Ruben Burciaga Laura Dennison Richard Temple
Clinica Sierra Vista League of Women Voters Bethany Services
"D. Box 457 P.O. Box 132 1600 E. Truxtun
,amont, CA 93241 Bakersfield, CA 93302 Bakersfield, CA 93305
Michael Hulsizer Travis Howell Ken Garcia
KCSOS Social Security Admin. Office of Sup. Shell
1300 17th St. 5300 Office Park K#100 1115 Truxtun Ave.
Bakersfield, CA 93301 Bakersfield, CA 93309 Bakersfield, Ca 93301
Sister Debbie Hull Randi Battaglia Theresa Farmer
Mercy Healthcare Bak. United Way Of K.Co. HEARTS Connection/KRC
P.O. Box 119 175 Chester Ave. 3200 N. Sillect
Bakersfield, CA 93302 Bakersfield, CA 93302 Bakersfield, CA 93302
Nona Tolentino Diane Atkinson Gayle Ortiz, MCAH
Dept. of Human Srvcs SAFE Harbors Kern Co. Health Dept
P.O. Box 511 2300-1 Melbourne 1700 Flower St
Bakersfield, CA 93302 Bakersfield, CA 93309 Bakersfield, CA 93305
Julie Parsons Dr. Manzoor Massey Mark Smith
Community Connection Kem Co. Health Dept. Community Development
5801 Sundale Ave., Bldg. #B 1700 Flower St. 2700 "M" St #250
nakersfield, CA 93309 Bakersfield, CA 93305 Bakersfield, CA 93301
Ms. Cindy Moore Edward Velasquez Robin Fleming
P.O. Box 2567 KCEOC Alliance Against F.V.
Bakersfield, CA 93303 300 19th St 2211 17th Street
Bakersfield, CA 93301 Bakersfield, CA 93303
Alan Krauter
Mardi Eastridge Sandy Mittelsteadt Office of the CEO
Proteus c/o EDD East High School County of Kern
930 F Street 2200 Quincy 1115 Tmxtun Ave.
Wasco, CA 93280-2099 Bakersfield, CA 93305 Bakersfield, CA 93301
Karen Cooley Myma James Joan Diggs, LCSW
KC Child Abuse Council MAOF Memorial Hospital
730 Chester 2001 28th Street 420 34th Street
Bakersfield, CA 93301 Bakersfield, CA 93301 Bakersfield, CA 93301
Joel Heinrichs Dr. Peggy Leapley Ginny Blair
Co. Admin. Officer CSUB Dept. of Nursing Southwest Publishing
1115 Tmxmn Ave. 9001 Stockdale Hwy 1601 N. Stine #180
Bakersfield, CA 93301 Bakersfield, CA 93311 Bakersfield, CA 93309
r. B.A. Jinadu Donald Dudley, Dir. Sandy Falk
K.Co. Health Dept. Dept of Human Services Kendrick Elementary
1700 Flower St. P.O. Box 511 2200 Faith Street
Bakersfield, CA 93305 Bakersfield, CA 93302 Bakersfield, CA 93307
Referral Assistance Network of Kern Supporting Agencies and Donors
Jane Warren Karen Shah Jennifer Endes
Kern Regional Center Mercy Health Care Bak. United Way of Kern Co.
3200 N. Sillect P.O. Box 41011 175 Chester Ave.
Bakersfield, CA 93302 Bakersfield, CA 93384 Bakersfield, CA 9302
Mardi Sharpies Ann Cervantes Jan Lundy
H.A.C.K. Mercy Health Care Bak. Lutheran Soc Services
525 Roberts Lane 631 E. California Ave. 1921 19th Suite B
Bakersfield, Ca 93308 Bakersfield, CA 93307 Bakersfield, CA 93301
Susan Whitney, Aspera Jeff Coomber Darlene Prettyman
Foster Family Services Braille Center of KC Good Samaritan Hosp.
1701 "F" Street 1124 Baker Street 901 Olive Drive
Bakersfield, CA 93301 Bakersfield, CA 93305 Bakersfield, CA 93308
Sharon Martin
John Noriega Natalie Sentz Greater Bakersfield
Kern Regional Center KCCFSA Director Chamber of Commerce'
3200 N. Sillect 1300 17th Street 1033 Truxtun Avenue
Bakersfield, CA 93302 Bakersfield, CA 93301 Bakersfield, CA 93301
Sharon Casey George Gonzales Esteban Calderon
Griffin Communications City of Bakersfield 1527 - 19th Street, Ste. 300
1930 Tmxmn AvenUe 515 Truxtun Avenue Bakersfield, CA 93301
Bakersfield, CA 93301 Bakersfield, CA 93301
John W. Smith Marsha A. Carlson Kathy Daniels
K.C. Office on Aging Alzheimer's Disease Assoc. Good Samaritan Hospital
2717 "O" Street 2218 Brundage Lane, Ste. B 901 Olive Drive
Bakersfield, CA 93301 Bakersfield, CA 93304 Bakersfield, CA 93308
Rosanna Westmoreland Sandra Medina Gary Boleschka
Kaiser Permanente K.C. Mental Health 1831 Ridge Road
5055 California Ave., #240 2151 College Avenue Bakersfield, CA 93305
Bakersfield, CA 93309 Bakersfield, CA 93305
Sadie McCollough Deanna Cloud Jim Burroughs, Grant Writer
4412 Tyndall Avenue Children's System of Care B.C.S.D.
Bakersfield, CA 93313 3715 Columbus Street 1300 Baker Street
Bakersfield, CA 93306 Bakersfield, CA 93305
Jacqueline Day Richard Brow
Alliance Against Family Violence E.D.D.
1921 - 19th Street 1924 "Q" Street
Bakersfield, CA 93301 Bakersfield, CA 93301
Referral Assistance Network of Kern
CONTRIBUTIONS AND DONATIONS
As of March 8, 1996
CASH CONTRIBUTIONS FR OM SUPPOR TING AGENCIES;
$ 3,500 United Way of Kern County
$ 2,500 Texaco Foundation
$ 1,000 Kem Regional Center/H.E.A.R.T.S. Connection)
$ 1,000 Kaiser Permanente
$ 761 Bakersfield City School District SAFE Harbors Collaborative
$ 500 Congressman Bill Thomas
$ 500 Kern County Superintendent of Schools
$ 500 Mercy HealthCare Bakersfield
$ 300 Ms. Nona Tolentino (Annual Contribution through United Way)
$ 100 Ms. Laura Dennison
$10,661'
* AppHied to software purchase and network costs.
KCEOC CASH CONTRIBUTION:
$19,625 6 state-of-the-art computers and 1 Laser Printer
$16,000 Telephone System
$ 3,000 Office furniture (desks, chairs, and ergonomical equipment)
$ 3,000 Office construction
$12.000 LAN installation and linkage for future Intemet access
$ 53,625
KCEOC IN-KIND:
$67,875 2 Administrative Analysts' time
$10,000 I Administrative Secretary
$ 6,000 Office space and utilities
$ 1,000 Office supplies
$ 2,000 Photocopying
$ 86,875** ** Approximate
Referral Assistance Network of Kern
Proposed Annual Bud_aet
TOTAL
pERSONNEL COSTS
Program Salades $ 16,000
I & R Specialists (4 @ $22,500) $ 90,000
Fringe Benefits @ 28% $ 29,680
TOTAL PERSONNEL COSTS $135,680
OPERATING COSTS
Travel / Staff Development $ 4,000
Space $ 2,080
Consumable Supplies $ 14,000
Equipment $ 4,000
Contract Services I Consultants $ 4,740
Other Expenses $ 1,230
TOTAL OPERATING COSTS $ 30,050
TOTAL RANK BUDGET $165,730
The Bakersfie~ Californian
Group's Tuesday, January 16, 1996 BI, B2
fingers
do the
walldng.
Network pointS NE'IWORK: Donations sought for new program
wayto services ~~~'" '~ '~ ~ ~
Women lnfants and Children and the Center and Kaiser Pernmaente. theKemCountyNetwodtofChiidren,
Kern County Food Bank. KCEOC contributed the balance, plus which w~ the calzly~t fo~ RANWs
ByANDYKEHE "Airart ai~other counties have time and supp[ies duting the [ast two [~~gliL~tfocused~
referral guidance on a variety of service available to the public," But with KCl~OC's coffers bled dry vidual agencies ~ spend lime
social or economic questions so~ Ve~quezsaid. by the sUgt~p cm~ Velasquez is taxpayers'moneytalkingtomisdtw~
bulgingqua~ire. RANK itself mig~ want m dhl it uP to firing sources to keep ~e service Velasquezsaid.
By calling one number, the Iocate sources to help pay for coflfin- operafiomd, including agencies "Meco~lly,~orthesGphtstJ-
Refetral Assistance Network of Kem uedoperation. Start. up costs of mom alveady~by~ .-
shopping for those seeking the lwoper money for RANKs $156j?~ oper~ sakt "Start-up co~s have been paid calls nnd the services being
~unty Fa2om~mic ~W Goq~ tributed about $10,000 towird the oug either fire)ugh direct fumtn~ or b~ anyt~e..
current~ are collecting and'entem~ $38,300 in start-up costs, which personnel~." "We can pvuvtde that data and
(hta from the approximately 3fiO inclmJed~~~f~~ Vebsquezsaidhisprefetence~'m (tluee)vepoflnto~orfanin-
work of its kind in Kern Count," ~
Edward Velasque~ dimctor of ~
· KCEOC, which also administe~ Head
Start, the Family Heal~ Clinic,
Information and Referral Service
BACKGROUND
In March of 1992, as a result of the Children's Summit, the Kern County Network for Children
issued an Action Plan for the citizens of Kern County. At that time it was determined that Kern
County needed a county-wide information and referral (I & R) system easily accessible to
individuals and agency representatives. In response to this initiative, community health and
social service providers, representatives from local government and community-based
organizations came together to form the Referral Assistance Network of Kern (RANK)
Collaborative. After much consideration, the Kern County Economic Opportunity Corporation
(KCEOC) was chosen as the designated agency to administer the information and referral
program now known as HelpLine.
HelpLine Information and Referral Service is a program which provides a comprehensive
computerized information and referral service to individuals seeking assistance by linking them
to the appropriate agencies providing the needed services in an effective and efficient manner.
HelpLine is designed to assist:
· People who have some kind of personal, health or social problem and do not know
where to turn for help.
· Other social service agencies in finding additional resources for their clients.
· Individuals who have been "shuffled" from one agency to another or who have multiple
and complex needs such that no one agency, alone can help them.
· Individuals and/or businesses inquiring about general services available in their
communities.
HelpLine benefits the public by empowering individuals with accurate information which enables
them to make informed choices regarding available resources. An integrated service delivery
system will assist families at the first sign of crisis.
HelpLine will also assist in long-range community planning by identifying gaps, overlaps and
duplication of services. In the long run, a coordinated system will save our community a
substantial amount of money.
COST SAVINGS
This information and referral service would provide cost savings in at least two direct and
immediate ways:
1. A reduction in staff time spent on I & R activities by non-profit agencies, government
agencies, elected officials, law enforcement agencies, and for-profit service providers.
2. A more accessible safety-net of providers to assist at the first sign of crisis.
WHERE WE ARE NOW
Computer equipment (which includes 5 PC's, a Network with a dedicated server, and a.
laser printer) have been purchased and installed.
· A specialized information and referral software has been purchased and installed.
The software has an excellent client tracking system designed to assist in future
planning/needs assessments.
· Five (5) work stations have been set up and are ready to be used.
· Over 300 Agency questionnaires have been mailed and the telephone follow-up has
begun. Data entry into database is currently in progress.
· Comprehensive Telephone system has been installed. Telephone service is expected to
be on-line by April 1996, after the completion of data input and the recruitment and
training of I & R Specialists and community volunteers.
· Preparation for marketing campaign will inclu~le public service announcements,
newspaper articles, radio and television spots, brochures/literature, and a speaker's
bureau (April 1996).
WHAT OUR NEEDS ARE
The plan is to go on-line with four (4) I & R Specialists. On-going funding for four (4) I & R
Specialists is currently being requested. In addition to, or in lieu of funding, RANK needs in-kind
support staff to work full time for six month intervals to perform I & R Specialist functions.
RANK is also in the process of recruiting community volunteers to compliment the program.
Volunteers will be an integral part of the RANK operation, and will be utilized to fill in gaps and
assist with special projects.
TOTAL
pERSONNEL COSTS
Program Salades $ 16,000
I & R Specialists (4 @ $22,500) $ 90,000
Fdnge Benefits @ 28% $ 29,680
TOTAL PERSONNEL COSTS $135,680
OPERATING COSTS
Travel/Staff Development $ 4,000
Space $ 2,080
Consumable Supplies $ 14,000
Equipment $ 4,000
Contract Services / Consultants $ 4,740
Other Expenses $ 1,230
TOTAL OPERATING COSTS $ 30,050
TOTAL RANK BUDGET $165,730
REFERRAL ASSISTANCE NETWORK OF KERN
~UPPORTING AGENCIES AND DONORS
Alliance Against Family Violence & Sexual Assault, American Heart Association, Bakersfield
Californian, Bakersfield City School District: SAFE Harbors Collaborative, Bakersfield Memodal
Hospital, Bethany Services, Clinica Sierra Vista, Community Connection for Child Care,
Congressman William M. Thomas, Department of Human Services, Employment Development
Dept., Good Samaritan Hospital, Housing Authority of Kern, Kaiser Permanente, Kern Child
Abuse Prevention Council, Kern County Community Development, Kern County Economic
Opportunity Corp., Kern County Network for Children, Kern County Health Dept., Kern County
Mental Health Dept., Kern County Probation Dept., Kern County Office on Aging - Senior I & R,
Kern County Superintendent of Schools, Kern Health Careers Resource Consortium, Kern
Medical Center, Kern Regional Center/H.E.A.R.T.S. Connection, League of Women Voters of
Bakersfield, Mexican American Opportunity Foundation, Mercy Healthcare Bakersfield, Mercy
Hospital, Office of Mary K. Shell - Supervisor 5th District, Proteus, Social Security
Administration, Texaco, United Way of Kern County, and the YWCA.
INFORMATION AND REFERRAL SPECIALIST
Job Description
TITLE: Information and Referral Specialist
REPORT TO: RANK prOgram Coordinator
DUTIES: Assess the needs of clients by telephone, provide Information
& Referral to clients, utilize a comprehensive computer data
base, collect and record client data for statistical and planning
purposes, assist in the continuous updating of resource
information. Assigned to special projects as need arises.
QUALIFICATIONS: Excellent communication skills, strong organizational and
analytical skills, work effectively with individuals from diverse
socioeconomic and ethnic backgrounds, familiarity with
computers (and mouse), some knowledge of community
resources would also be desirable.
TRAINING & BENEFITS: I & R orientation training and on-the-job training. Specialist
acquires valuable mining and knowledge of community
resources. '
WORK SCHEDULE: 8:00 a.m. to 5:00 p.m.
TIME COMMITMENT: Minimum of six months commitment.
IMPORTANCE OF JOB: Specialist in this position will be helping to link individuals in
need of resources with appropriate service providers in a timely
and efficient manner.