HomeMy WebLinkAbout08/02/2001 BAKERSFIELD
~~ ~-z~¢~--'- Mike Maggard, Chair
Alan Tandy, City Manager Harold Hanson
John W. Stinson, Assistant City Manager Mark Salvaggio
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMrI'rEE
Thursday, August 2, 2001, 4:00 p.m.
City Manager's Conference Room
1. ROLL CALL
Call to Order at 4:06 p.m.
Present: Councilmembers Mike Maggard, Chair; Harold Hanson; and Mark Salvaggio
2. ADOPT JUNE 5, 2001 AGENDA SUMMARY REPORT
Adopted as submitted.
3. PUBLIC STATEMENTS
4. DEFERRED BUSINESS
A. Discussion and Committee recommendation regarding policy on cable broadcast of
public meetings
This item was referred to the Committee by Councilmember Couch who had requested staff to
develop a policy regarding television broadcast of public meetings in the City Council Chambers.
County Representatives were invited to attend the meeting.
Assistant City Manager John Stinson gave an overview of the six points in the draft policy:
1. Requests to schedule a meeting should be submitted at least one week prior to broadcast
date.
2. Parties requesting use of video or computer equipment must provide that material to the
City at least three days prior to the meeting.
Rick Davis, County of Kern, stated policies for cable broadcast must be in compliance with FCC
Regulations. This three-day time period allows staff to review the content prior to broadcast to
make sure the content is in compliance with FCC regulations and there are no surprises on live TV.
3. Because of limited broadcast slots available on KGOV for "special" meetings, City-
sponsored meetings would have priority over those requested by other governmental
agencies or organizations.
John Stinson stated this is consistent with our agreement with the County and KGOV.
ADOP'IIED ~ SUBNITTED ON AUGUST 30, 2001
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE
Thursday, August 2, 2001
Page -2-
Rick Davis explained that essentially when the allocation of time was set up, the time was balanced
fairly well between the County and City. There are dedicated time blocks at which time the public
expects to view certain meetings. Special meetings will be worked out if there is conflict.
4. Because of limited broadcast slots available on KGOV, there would be no guarantee of
live broadcast. Re-broadcast of "special" meetings would be scheduled in order of
request.
5. Because there are considerable costs associated with televised meetings, a cost recovery
charge would be created and assessed to agencies or groups other than the City of
Bakersfield. Costs include staff time for Telecommunications, Clerk, Management
Information Services, and Police Department, including overtime.
6. Regular and special meetings of the City Council, Planning Commission, Board of Zoning
Adjustment, and Redevelopment Agency would take priority over other "special" meetings
requested to be broadcast in the Council Chambers.
Committee member Salvaggio made a motion that the Committee approve the policy and staff be
directed to forward a resolution to the City Council implementing the policy. The Committee
unanimously approved the motion.
5. NEW BUSINESS
A. Review and Committee recommendation regarding Bakersfield Senior Center request
for financial assistance
Lynn Edwards, Bakersfield Senior Center, handed out a mission statement and financial
information. Ninety-five percent of their participants meet "low-income" parameters, established by
state and federal governments. He explained their problems started about a year ago. Bingo used
to be a huge fund-raiser for the Center and the funds were depended upon for operational
expenses. Since reservations were granted certain new gaming opportunities, their expanded
Bingo operations and large prizes attract players from Bakersfield. There are two reservations
within an hour and a half (Lemoore and Porterville) that send busses to Bakersfield every day to
take patrons to their establishments free of charge. This has impacted all the non-profits in
Bakersfield who depended on Bingo to raise funds, as they cannot compete.
The Center has a staff of 12. Two are paid and 10 are volunteers. Average daily attendance is 85
to 95 seniors. Lunch is served at the Center, but brought in by an outside agency. Average daily
attendance for lunch is 75 to 80. There are two centers providing services to seniors within City
boundaries: the Community House at 21st and R Streets and the Bakersfield Senior Center. There
are also senior centers located in the unincorporated areas.
The Center's operating expenses are exceeding revenue and they need assistance to be able to
stay open and keep providing services to seniors. They have been impacted by increased utility
rates. The Center is projecting a loss for the period from July 1, 2001 to December 31, 2001 of
$17,142 and has long-term liabilities including salaries of $53,217, which they do not have funds
to pay. The Center is requesting a contribution of $50,000 to help pay back debts.
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE
Thursday, August 2, 2001
Page -3-
There was discussion regarding the possibility of state and federal grants for senior services and
assisting with grant writing; however, these types of grants are actually outside the expertise of the
City. The Committee directed staff to check and see if there are CDBG funds that could be applied
for a long-term plan.
The Committee agreed senior programs are vital to our community and would like to assist with
funding for the present, but for the long-term expressed further financial data is needed and
recommended staff from the City's Finance Department assist the Senior Center to determine cash
flow and debts with due dates to develop a realistic budget. Committee Chair Maggard stated the
City should stand shoulder to shoulder with the Senior Center to objectively determine the deficit
and how much funding needs to be from grants and how much needs to come from the City's
budget to make sure services are delivered to the seniors. This was agreeable with Mr. Edwards
and members of the board present at the meeting.
Committee member Hanson made a motion that the Committee recommend to the City Council a
one-time contribution of $50,000 to the Bakersfield Senior Center be made from Council
Contingency to address the existing debt, and an ongoing plan for financial improvement with
assistance from the City's Finance Department be developed. The Committee unanimously
approved the motion and forwarding the recommendation to the City Council at the August 22nd
meeting.
Committee Chair Maggard expressed that at another time it would be useful for the Committee to
discuss the credibility of loaning our assistance to all three organizations (non-profits with which the
City has a long relationship) to demonstrate what our long-term relationship is, the vested interest
we have, and the capital assets we have contributed in order to find a way to make this more finite.
Staff was asked to give this some thought to be able to assist the Committee with this issue.
B. Staff report and Committee recommendation on the Investment Policy of the City
Cou'ncilmember Couch requested the City participate in the Investment Policy Certification Program
offered by the Municipal Treasurer's Association of the United States and Canada (MTA US&C).
City Treasurer Bill Descary reported staff has rewritten the City's Investment Policy in the format of
MTA US&C's model policy. The main portion of our current policy is the same including what we
invest in and our percentages to achieve diversification. Information has been added to the
rewritten policy in order to qualify for certification. These additions further document current
investment procedures and will not cause changes in treasury operations. Staff recommended
approval of the policy changes, so the City can pursue certification.
Committee member Salvaggio made a motion to approve the policy and forward the resolution to
the City Council for adoption, which will enable staff to apply for certification. The Committee
unanimously approved.
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE
Thursday, August 2, 2001
Page -4-
C. Review and Committee recommendation regarding Pre-Qualification of Bidders
Ordinance
City Attorney Bart Thiltgen stated in 1999 the State Legislature passed a bill to establish a uniform
system to be able to evaluate the ability, competency and integrity of bidders on public works
projects. The law also provided for the Department of Industrial Relations to put together guidelines
for all public entities to utilize and have now printed a handbook. City staff has reviewed the
handbook and using it as a basis, are preparing guidelines in the Public Works Department.
Mr. Thiltgen gave an overview of the draft ordinance. Basically, the ordinance allows for
pre-qualification on any public works contract over $250,000 and also if it is a unique contract that
the City Manager or his designee determines will require special expertise, equipment or materials
to complete the project.
All prospective bidders shall receive written notification of the acceptance of the pre-qualification
submittal or the disqualification of such submittal. Should a prospective bidder be disqualified in the
pre-qualification process, the ordinance provides for an appeal process. Public Works is in the
process of developing the pre-qualification questionnaires and standard uniform process.
There was discussion regarding the two major defaults the City has had by major contractors in the
last six years. In the second instance, the bonding company also went bankrupt. There were also
a couple of minor defaults on smaller projects. The proposed ordinance allows for a procedure to
screen contractors so the City only receives bids from those who are qualified. Staff recommend
moving forward with the ordinance.
Mr. Marvin Dean, Kern Minority Contractors, expressed concerns and wanted to make sure this
ordinance does not negatively impact small and minority contractors. He requested more
information on the questionnaire and the criteria to be used to determine qualified contractors.
Mr. Leon Francies, Francies Electric, expressed concerns regarding the qualifications.
Public Works staff will meet will Mr. Dean and Mr. Francies.
Finance Director Gregory Klimko explained pre-qualification is not a rating system. It is pass or fail.
A contractor is either qualified to do a job or is not. The qualified bidders will be able to submit a
bid.
The Committee unanimously approved forwarding the ordinance to the City Council for first reading.
The Committee directed staff to develop the questionnaires for pre-qualification of bidders before
the second reading of the ordinance. Questionnaires will be job specific and, therefore, not part of
the ordinance.
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE
Thursday, August 2, 2001
Page -5-
D. Review and Committee recommendation regarding minimum rating for sureties issuing
performance and labor and materials bonds for City construction projects
City Attorney Bart Thiltgen stated this issue was referred to the Committee because of the recent
incident where the contractor defaulted on a City project and the bonding company went into
bankruptcy. The City was bound by State law to accept the surety that was doing business within
the State of California.
It was noted, there is an option where the City could have entertained an audit by our own staff to
determine the financial worth of the surety. However, there is a case law that if a city does entertain
the option to do an audit, then that city is responsible for payment if the surety fails. In that failure,
the City would have to pay everyone, rather than the surety. So, the City is taking the position that
if it is a registered surety within the State, we are not going to take on the audit and be in the
position to be charged for a "negligent" audit.
The City Attorney's staff has been looking for ways to protect the City further in the future. The
League of California Cities and local legislators have been contacted in an effort to get the law
changed with regard to projects being paid for with public money so there would be a minimum of
a B rating for such sureties. So far, this has not been introduced into the legislature.
The City Attorney opined because the City of Bakersfield is a Charter City, it could have a legal
impact from the standpoint that as mode of contracting is by case law a municipal affair, the City
Council could declare that for all projects the City enters into, there be a bond with a rating of at
least B or higher. The City could be challenged on the basis that even though this is a Charter City,
this is a statewide concern. Several other localities have required a higher bond rating and have
not been challenged as yet. It was noted that some small contractors may not be financially able
to obtain a bonding company with a B rating that would grant them a bond, and this could preclude
them from bidding. Another consideration when going for a higher rating, the bonding companies
may charge a little more for the cost of the bond, which could reflect in higher bids to the City.
Mr. Stuart Gentry spoke about his efforts to get legislation introduced and his work with the League
of California Cities.
As the City can be hurt by being forced to accept weak bonding companies, staff recommended the
City adopt an ordinance that provides if public funds are expended on a project, the bonding
company must be rated B or better by Best Rating Service. This would assure the bonding
company would have the financial strength to pay in the event of a default.
The Committee unanimously approved staff's recommendation and forwarding an ordinance to the
City Council for adoption. The Committee also directed the City Attorney to move forward with
drafting a letter to support legislation to enhance the bonding company rating for projects being paid
for with public funds.
6. COMMITTEE COMMENTS
7.' ADJOURNMENT
The meeting adjourned at 6:32 p.m.
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE
Thursday, August 2, 2001
Page -6-
Staff present: City Manager Alan Tandy; City Attorney Bart Thiltgen; Assistant City Manager John W.
Stinson; Finance Director Gregory Klimko; Assistant to the City Manager Darnell Haynes;
Telecommunications Coordinator Mel Perry; Purchasing Officer Darlene Wisham; Deputy City Attorney
Alan Daniel; Assistant Public Works Director Jack LaRochelle; City Treasurer Bill Descary; Treasury
Supervisor Cheryl Perkins; Assistant Finance Director Nelson Smith; Risk Manager Pat Flaherty;
Others present: Rick Davis, County of Kern General Services; Paul Cato, Lynn Edwards, and Helen
Lusinger, Bakersfield Senior Center; Marvin Dean and Leon Francies, Kern Minority Contractors; Stuart
Gentry; Dibuduo and Defendis Insurance; and Chuck Waide, S.E.I.U.
cc: Honorable Mayor and City Council
DWH:jp
S:/Damell/2001 BFCommittee/bf01junO5summa~y.wpd