HomeMy WebLinkAbout11/14/2002 B A K E R S F I E L D
~~[~//f~ Mi ke Maggard, Chair
Aldn Tandy (~ity Mana~' Harold Hanson
Staff: Darnell W. Haynes Mark Salvaggio
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE MEETING
Thursday, November 14, 2002
City Manager's Conference Room - City Hall
1501 Truxtun Avenue, Bakersfield, CA
1.. ROLL CALL
Called to Order at 4:00 p.m.
Present: Councilmembers Mike Maggard, Chair; Harold Hanson and
Mark Salvaggio
2. ADOPT OCTOBER 10, 2002 AGENDA SUMMARY REPORT
Adopted as submitted.
3. PUBLIC STATEMENTS
4. DEFERRED BUSINESS
A. Staff report and Committee recommendation regarding Park Development
Fee
Georgina Lorenzi, Assistant to the Public Works Director, reported staff met with
Brian Todd, Executive Vice President of the BIA, and came to agreement on the
Park Development Fee increase. Staff agreed with Mr. Todd's request to use the
Construction Cost Index instead of the Consumer Price Index and that the fee
adjustment is to be based upon the annual averages for calendar years 2001 and
2000. Based upon this index, staff recommended a 1.95% increase to the Park
Development Fee. This would increase the current fee of $635 per new single
family unit to $647.
ADOPTED AS SUBI~TTED OS DECEIVER 2, 2002.
AGENDA SUMMARY REP,O~RT
BUDGET AND FINANCE COMMITTEE MEETING
Thursday, November 14, 2002
Page - 2 -
Brian Todd, Executive Vice President of the BIA of Kern County, spoke regarding
agreement on the fee increase.
The BIA also agreed to table their issue of applying a credit to the Park
Development Fee for what they philosophically believe to be new development's
share of the recent Park bond grants.
City staff has a fundamentally different view on the use of the Park Bond grants.
Recent voter-approved propositions have provided grant funds for local recreation
and park projects; however, they are being used for enhancements beyond basic
park facilities and are distinct from those provided by the Park Development Fee.
The bond grants are one-time funds with special requirements that cannot be relied
upon for basic park development. The bond funds are currently being used for
recreational facilities (such as the Kern River Parkway new 32-acre park, aquatics
and ice complex, etc.) which serve all residents and enhance the livability of the
community.
Public Works and Recreation and Parks staff will be meeting with Mr. Todd and the
BIA board in the future to discuss the issue of what amenities should be included in
a basic 10-acre park with a review of costs for those amenities.
Committee Member Salvaggio made a motion to approve the 1.95% Park
Development Fee increase. The Committee unanimously approved. Staff will
forward a resolution approving and adopting an adjusted fee for the development
and improvement of parks within the City of Bakersfield to the City Council.
5. NEW BUSINESS
A. Staff report and Committee recommendation regarding request for
additional funding for the Bakersfield Senior Center/Retirement Housing
Inc. senior housing project
Economic Development Director Donna Kunz reported on the progress of the
Senior Housing project over the last 18 months since the project received its
financing award from HUD for a 202 Capital Advance in the amount of $6,670,500.
In recent weeks design and engineering work has been completed and a contractor,
S.C. Anderson, was selected to construct the project. When the construction
estimates were completed, there was a shortfall of funding in the amount of
$676,072. A letter was received by the City requesting additional assistance.
November 30th is the official deadline given by HUD for the developer to close the
escrow on the property required for the project and finalize the 202 advance. If this
is not accomplished, HUD has indicated that the 202 funding ($6,670,500) will be
canceled.
AGENDA SUMMARY REPORT
BUDGET AND FINANCE COMMITTEE MEETING
Thursday, November 14, 2002
Page - 3 -
Staff met with the developer, the contractor and the Bakersfield Senior Center to
reevaluate costs to try to work out a financing plan in which all parties contributed to
eliminate the shortfall. The developer had $153,439 special contingency that was in
the line items and because the construction estimates were so fresh and agreed
upon, everyone was comfortable with a smaller amount in the HUD 202 requirement
for contingency, so the $153,439 can be use to help fill the funding gap. The
Bakersfield Senior Center and the developer have agreed on a lower price for the
land, which provided $31,000. Construction value engineering costs were
reevaluated and $11,633 was identified and Retirement Housing Inc. provided a
cash contribution of $120,000. This leaves a net shortfall remaining of $360,000.
Economic/Community Development staff aUdited, reconciled and closed out all of
the old completed HOME projects resulting in available funds of $215,000. In
addition, $145,000 of HOME funds is available from a housing project at Union and
4th, which was a mixed use, multi-family project that is moving along without a
request for the HOME funds. They already have a contractor and do not want to go
through the HUD requirements. Using these two sources of funds will not impact
other City commitments.
It was discussed although this project received a HUD 202 capital grant for
construction costs, the HUD 202 program does not cover all costs associated with
this type of project and it is quite common that other monies are needed.
Economic Development Director Donna Kunz expressed this project is too valuable
to just stop at this point. It is a $6.7 million capital grant, structured as a 40-year
loan, but it is forgiven at the end of the 40 years. Therefore, staff recommended
approval of the additional funds of $360,000 to the Bakersfield Senior Center
Affordable Housing Project from the identified HOME sources.
Richard Washington, Vice President of Business Development for the Retirement
Housing Foundation, spoke and answered questions about the project.
Committee Member Hanson made a motion to recommend to the City Council
approval of additional HOME funds of $360,000 to the Bakersfield Senior Center
Affordable Housing Project. The Committee unanimously approved the motion.
Staff will forward the amendment to the agreement to the City Council.
6. COMMITTEE COMMENTS
7. ADJOURNMENT
The meeting adjourned at 4:49 p.m.
AGENDA SUMMARY REP(:~
BUDGET AND FINANCE COMMITTEE MEETING
Thursday, November 14, 2002
Page - 4 -
Attendance staff: Assistant City Manager John W. Stinson; City Attorney Bart Thiltgen;
Assistant City Manager Alan Christensen; Assistant to the City Manager Darnell
Haynes; Assistant to the Public Works Director Georgina Lorenzi; Economic
Development Director Donna Kunz; Community Development Coordinator George
Gonzales; and Recreation and Parks Supervisor Ken Trone
Other attendees: Brian Todd, BIA of Kern County; Reporter James Burger, The
Bakersfield Californian; Reporter Peter J. Rudy, KUZZ; Brian Jeter, Reba West, Polly
Warren, Alvin and Gina McClellan for the Bakersfield Senior Center; Richard
Washington and Joanne Yokata from the Retirement Housing Foundation
cc: Honorable Mayor and City Council
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