HomeMy WebLinkAbout04/05/2001 B AKERSFIEL'D
~,_ ~J~,/~ .~-'~ Mike Maggard, Chair
Alan Tandy,-~it~l'a~ger- .Harold Hanson
Staff: Darnell Haynes Mark Salvaggio
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMrl-rEE
Thursday, April 5, 2001,4:00 p.m.
City Manager's Conference Room
1. ROLL CALL
Call to Order at 4:03 p.m.
Present: Councilmembers Mike Maggard, Chair; Harold Hanson and Mark Salvaggio
2. ADOPT MARCH 8, 2001 AGENDA SUMMARY REPORT
Adopted as submitted.
3. PUBLIC STATEMENTS
4. NEW BUSINESS
A. Discussion and Committee recommendation on Fiscal Year 2001-02 Community
Development Block Grant (CDBG), Home Investment Partnerships (Home), and
Emergency Shelter Grant (ESG) Annual Spending Plan
Community Development Coordinator George Gonzales gave a staff report on the Annual Action
Plan for FY 2001-02. This year the City's entitlement for CDBG; HOME and ESG programs is $4.6
million. As part of the City's procedure, non-profits and City departments were asked to submit a
list of their priority projects for funding. Several Public Hearings have been held and Public Notices
have been placed in the newspaper concerning the projects submitted and selected. A copy of the
public notice was included in the Committee packet, which included the project titles,, project
descriptions, funding source and amount, priorities and target dates.
The City's application for the $4.6 million has to be to HUD by May 16th. Council approval is needed
prior to that date. The funds will be released to the City in July of this year. The Council may make
amendments to the plan at a later date. A public notice will be run in the newspaper for 30 days to
allow public comments and upon approval by the City Council, HUD will be notified of the amended
change.
Committee member Salvaggio requested staff to move the Phase II Sewer Installation project for
the Gwendolyn Street Area, which had a target date of summer 2002, up on the target date priority
list.
The Committee unanimously approved the FY 2001-02 Annual ActiOn Plan of the Consolidated Plan
2005 for CDBG, HOME and ESG programs and forwarding to the Council for adoption.
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE
Thursday, April 5, 2001
Page -2-
B. Discussion and Committee recommendation regarding request for City Housing
Assistance for the Canyon Hills Senior Housing Project
This project is not in a redevelopment project area, but is an affordable senior housing project
located off Fairfax. The project is substantially complete. Canyon Hills received tax credits for most
of their financing to complete the project. Approximately two years ago, they submitted an
application to the City for $293,000 of HOME funds t° cover their funding gap, which was disallowed
by HUD because upon receiving their tax credit application, they began construction. When they
began construction, it removed the ability to put HOME money into the project for the follow reasons:
1) they did not identify HOME funds as a public source on their tax credit application; and 2) there
were issues with HUD not allowing going back to refund for a completed project.
Due to the timing of construction, the project started out with a $293,000 shortfall. During
construction, they had construction lending issues: 1) the lender did not loan the anticipated amount;
2) there were unanticipated reserve requirements; 3) the law changed a little and they did not
receive as much tax credit as anticipated; and 4) all the units are very Iow-income, which restricts
income and borrowing capacity, so the funding gap has grown to almost $600,000.
Staff identified two funding sources for Committee review. Canyon Hills is in the process of
converting from construction financing into permanent financing. HUD allows a percentage of
associated soft costs to be funded with HOME funds. Staff has determined those costs to be about
$106,000 in eligible HOME funds.
The second source for Committee review is Redevelopment Agency Downtown Housing funds.
There is not a great deal of housing activity in the downtown area. Historically, the City has used
these funds in another project area. The Canyon Hills Senior Housing Project is not in a project
area. However, it is a large project with a lot of units restricted very !oW and reserved at 60 percent
or below median income. The Downtown Area would get credit for a large count of Iow-income
housing. Staff has identified total funding of $460,000 between the Downtown Housing Fund and
the allowed HOME funding. The Downtown Housing Set Aside allocation is about $350,000 per
year, so it would be necessary to go into next year's allocation as well. With approval, staff could
start negotiating and structuring some kind of loan with those funds to be repaid over time, perhaps
seven to ten years. There is not enough funding available to cover the entire $600,000.
City Manager Alan Tandy stated staff is comfortable recommending funding as this is a charitable
organization in some trouble due to the timing of their project, and the City has contributed to other
significant projects at a higher level. Also, there is a limit on how long Housing Set Aside monies
can be held. In some years it has been allocated Citywide for First-Time Home Buyers programs
because there were no projects in or near the downtown for which to allocate the funds. In more
recent years, there are two projects: Park Place and now the Capital Vision Equity project within City
Center. These are both very close to the Downtown Project Area. Itwas also noted, if this much
money is loaned for seven years, there may not be funds immediately available to do another project
in the downtown if the opportunity arises.
To use Downtown Project Area funds outside of that Area requires approval of the Redevelopment
Agency. The Agency would need to have a finding there is benefit to the Downtown Project Area
to use the funds in another area. As Canyon Hills is senior Iow-cost housing, for every two units
Canyon Hills provides, the Downtown Project Area would get credit for one unit to meet the
inclusionary housing requirement.
The Committee unanimously approved staff moving forward with the funding, contingent upon
approval of the Redevelopment Agency.
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE
Thursday, April 5, 2001
Page -3-
C. Discussion and Committee recommendation regarding the City of Bakersfield's
participation in the "Clean Green Yard Machines" Program ~
Ms. Kelly Malayl Air Quality Educator from the San Joaquin Valley Air Pollution Control District, gave
an overview of the "Clean Green Yard Machine" program and their request for a $5,000 contribution
from the City. This is a program to offer 1,200 Valley residents (300 in Bakersfield) a $200 incentive
toward the purchase of a rechargeable electric mulching lawn mower that retails for approximately
$400. The event is scheduled for April 28th. Residents bringing in their gas-powered mowers get
a voucher toward the purchase of an approved mower. Funding is also needed to dispose of the
mowers traded in. Similar programs have been used successfully in other cities. The San Joaquin
Valley faces significant air-quality challenges and small gasoline-powered engines such as those
used for lawnmowers are considered a major source of air quality problems as they emit ozone
precursors that contribute to smog. In return for a $5,000 contribution, not only would the City be
investing in air-quality improvement efforts, the District would recognize the City on all pre-event
materials, advertisement, promotions, and publicity. The County of Kern has agreed to contribute
$5,ooo.
The Committee discussed the importance of changing life-styles to reduce smog and programs like
this as a beginning. The Committee unanimously recommended funding the $5,000 contribution
out of Council Contingency and forwarding the report to the Council for approval.
D. Discussion and Committee recommendation regarding Proposed Policy of using 10
Percent of one-time monies to retire debts
City Attorney Bart Thiltgen explained this was a referral to the Committee to review setting aside
one-time monies to be able to call debt on the multi-purpose stadium, if that project moves forward.
Tax counsel has advised monies can be set aside at the time of the issuance of the bonds, but
would have to be disclosed in the disclosure statement, so that bond purchasers would be aware
they are subject to the ten-year call date. A sinking fund can be set up to retire stadium debt, but
due to IRS rulings is limited to the interest rate that can be received, as you cannot keep higher
interest on a specific sinking fund than the interest being paid on the bonds.
The Finance Director explained one-time monies can be set aside in an account for generic
purposes to be used when there is an opportunity to save money or call debt. Traditionally, with
Council approval, the City uses one-time monies to finance capital improvement projects, to avoid
borrowing for needed projects. Several times in the past, the City has refinanced bond structuring
to take advantage of market rate changes or has called debt when there is a savings advantage.
Staff recommended having the Finance Director monitor and as staff becomes aware of one-time
monies, bring a proposal to the Council to decide if they wish to use the money to call debt or build
capital improvement projects.
Committee Chair Maggard made a motion that the Committee has evaluated set-aside of one-time
monies and recommended the issue be referred to the Finance Director to make the Council aware
of their options when there are one-time monies available. The Committee unanimously approved
the motion.
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE
Thursday, April 5, 2001
Page -4-
E. Discussion and Committee recommendation regarding cooperative efforts between the
City of Bakersfield and Kern County to provide sewer service to the southwest corner
of Allen Road and Rosedale Highway
As there were no sewer lines adjacent to the property, the County permitted an Albertson's grocery
store to be built using a septic tank, which is not working properly. The City has a sewer project
within one-quarter to one-half mile and Albertson's had contacted the City regarding extending the
sewer line.
County and City staffs met to devise a mutual solution to accommodate the request. City staff
proposed putting $600,000 up front to extend the sewer line well north of Albertson's. In exchange
for the up front construction monies and the benefit of providing many residents in the area access
to sewer service, Albertson's would be annexed to the City. However, the City has received a letter
from the County stating that they have decided to extend the sewer line to Albertson's. Under the
CSA-71 Agreement, they have this right.
No action was taken by the Committee.
5. COMMITTEE COMMENTS
Committee Chair Maggard asked the status of the Committee's referral from Councilmember
Carson regarding coordinating efforts in the Southeast Redevelopment Area.
Staff has been in contact with Councilmember Carson. She is having meetings with the Southeast
PAC and various interests groups to develop plans to bring to the Committee.
6. ADJOURNMENT
The meeting adjourned at 5:16 p.m.
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; Assistant
Finance Director Nelson Smith; Interim Public Works Director Jack La Rochelle; Public Works Operations
Manager Brad Underwood; Economic Development Director Donna Kunz; Community Development
Coordinator George Gonzales; Assistant Recreation and Parks Director Allen Abe; Solid Waste Director
Kevin Barnes
Others present: Reporter James Burger, The Bakersfield Californian; Dave Cross, Architect; Ms. Kelly
Malay, San Joaquin Valley Air Pollution Control District
cc:. Honorable Mayor and City Council
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