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HomeMy WebLinkAbout1995-11-01 PacketCITY OF UKIAH CITY COUNCIL AGENDA Regular Meeting CIVIC CENTER COUNCIL CHAMBERS 300 Seminary Avenue Ukiah, CA 95482 November 1, 1995 6:30 p.m. 1. Roll Call 2. Invocation/Pledge of Allegiance 3. Approval/Correction of Minutes of Regular Meeting of October 18, 1995 . . . RIGHT TO APPEAL DECISION Persons who are dissatisfied with a decision of the City Council may have the right to a review of that decision by a court. The City has adopted Section 1094.6 of the California Code of Civil Procedure which generally limits to ninety days (90) the time within which the decision of the City Boards and Agencies may be judicially challenged. CONSENT CALENDAR The following items listed are considered routine and will be enacted by a single motion and roll call vote by the City Council. Items may be removed from the Consent Calendar upon request of a Councilmember or a citizen in which event the item will be considered at the completion of all other items on the agenda. The motion by the City Council on the Consent Calendar will approve and make findings in accordance with Administrative Staff and/or Planning Commission recommendations. a. Approval of Report of May 1995 Disbursements b. Approval of Report of June 1995 Disbursements c. Receive and File Report of Purchase Pursuant to U.C.C. Section 1522A3 for Three Personal Computers for the Finance Department from Blackship Computer Systems, Inc., in the Amount of $6,218.36 d. Rejection of Bids Received for Tree Trimming Services, Req. No. D 1683 e. Award of Bid for Four 50KVA, Three 150KVA, and One 500KVA Electrical Transformers to General Electric Supply Company in the Amounts of $6,911.20, $21,702.03 and $11,456.45, Respectively f. Award of Bid for Seven S.W.A.T. Entry Vests to U.S. Armor Corporation in the Amount of $10,647.29 AUDIENCE COMMENTS ON NON-AGENDA ITEMS The City Council welcomes input from the audience. If there is an item of business on the agenda that you are interested in, you may address the Council when this matter is considered. If you wish to speak on a matter that is not on this agenda, you may do so at this time. In order for everyone to be heard, please limit your comments to three (3) minutes per person and not more than ten (10) minutes per subject. The Brown Act regulations do not allow action to be taken on audience comments in which the subject is not listed on the agenda. 7. PUBLIC HEARING- 7:00 p.m. a. Consideration and Introduction of Ordinance Adopting 1994 Uniform Fire Code, Amending Division 6, Chapter 3, Articles 1 and 2, and Chapter 6 of the Ukiah Municipal Code, Entitled, Respectively, Fire Prevention Code and Outdoor Burning. 8. UNFINISHED BUSINESS a. Approval of Resolution Adopting the Housing Element Update of the Ukiah Valley General Plan 9. NEW BUSINESS a. Authorize the Mayor to Execute Amendment No. 5 of Engineering Services Contract for Wastewater Treatment Plant Construction Project Between the City of Ukiah and Kennedy/Jenks Consultants, Inc., Dated May 21, 1992, for an Amount Not to Exceed $68,900 b. Authorize Acquisition of Easement From Triond, a General Partnership, and Expenditure of Public Funds in the Amount of $12,170 for Public Street Purposes on Northeast Corner of Brush Street at State Street c. Reallocation of Interest Income and Distribution of PERS Surplus 10. CITY COUNCIL/REPORTS 11. CITY MANAGER/DEPARTMENT HEAD REPORTS 12. CLOSED SESSION - None 13. ADJOURNMENT The City of Ukiah complies with ADA requirements and will attempt to reasonably accommodate individuals with disabilities upon request. M - MOTION CITY OF UKIAH CITY COUNCIL AGENDA Regular Meeting PROMPT CIVIC CENTER COUNCIL CHAMBERS 300 Seminary Avenue Ukiah, CA 95482 November 1, 1995 6:30 p.m. RC - ROLL CALL VV - VOICE VOTE AD- AS DESIRED M/RC M/RC for all 1. Roll Call 2. Invocation/Pledge of Allegiance 3. Approval/Correction of Minutes of Regular Meeting of October 18, 1995 . RIGHT TO APPEAL DECISION Persons who are dissatisfied with a decision of the City Council may have the right to a review of that decision by a court. The City has adopted Section 1094.6 of the California Code of Civil Procedure which generally limits to ninety days (90) the time within which the decision of the City Boards and Agencies may be judicially challenged. . CONSENT CALENDAR The following items listed are considered routine and will be enacted by a single motion and roll call vote by the City Council. Items may be removed from the Consent Calendar upon request of a Councilmember or a citizen in which event the item will be considered at the completion of all other items on the agenda. The motion by the City Council on the Consent Calendar will approve and make findings in accordance with Administrative Staff and/or Planning Commission recommendations. a. Approval of Report of May 1995 Disbursements b. Approval of Report of June 1995 Disbursements c. Receive and File Report of Purchase Pursuant to U.C.C. Section 1522A3 for Three Personal Computers for the Finance Department from Blackship Computer Systems, Inc., in the Amount of $6,218.36 d. Rejection of Bids Received for Tree Trimming Services, Req. No. D 1683 e. Award of Bid for Four 50KVA, Three 150KVA, and One 500KVA Electrical Transformers to General Electric Supply Company in the Amounts of $6,911.20, $21,702.03 and $11,456.45, Respectively f. Award of Bid for Seven S.W.A.T. Entry Vests to U.S. Armor Corporation in the Amount of $10,647.29 . AUDIENCE COMMENTS ON NON-AGENDA ITEMS The City Council welcomes input from the audience. If there is an item of business on the agenda that you are interested in, you may address the Council when this matter is considered. If you wish to speak on a matter that is not on this agenda, you may do so at this time. In order for everyone to be heard, please limit your comments to three (3) minutes per person and not more than ten (10) minutes per subject. The Brown Act regulations do not allow action to be taken on audience comments in which the subject is not listed on the agenda. M - MOTION RC - ROLL CALL VV- VOICE VOTE AD - AS DESIRED o M/1 st reading by title only/VV M/Intro/RC M/RC PUBLIC HEARING - 7:00 p.m. a. Consideration and Introduction of Ordinance Adopting 1994 Uniform Fire Code, Amending Division 6, Chapter 3, Articles 1 and 2, and Chapter 6 of the Ukiah Municipal Code, Entitled, Respectively, Fire Prevention Code and Outdoor Burning. 8. UNFINISHED BUSINESS a. Approval of Resolution Adopting the Housing Element Update of the Ukiah Valley General Plan M/RC M/RC 9. NEW BUSINESS a. Authorize the Mayor to Execute Amendment No. 5 of Engineering Services Contract for Wastewater Treatment Plant Construction Project Between the City of Ukiah and Kennedy/Jenks Consultants, Inc., Dated May 21, 1992, for an Amount Not to Exceed $68,900 b. Authorize Acquisition of Easement From Triond, a General Partnership, and Expenditure of Public Funds in the Amount of $12,170 for Public Street Purposes on Northeast Corner of Brush Street at State Street c. Reallocation of Interest Income and Distribution of PERS Surplus 10. CITY COUNCIL/REPORTS 11. CITY MANAGER/DEPARTMENT I-lEAD REPORTS 12. CLOSED SESSION - None 13. ADJOURNMENT The City of Ukiah complies with ADA requirements and will attempt to reasonably accommodate individuals with disabilities upon request. CITY OF UKIAH CITY COUNCIL AGENDA Regular Meeting RESUME CIVIC CENTER COUNCIL CHAMBERS 300 Seminary Avenue Ukiah, CA 95482 November 1, 1995 6:30 p.m. . 2. Corr./Apprvd. 3. Roll Call Invocation/Pledge of Allegiance Approval/Correction of Minutes of Regular Meeting of October 18, 1995 . RIGHT TO APPEAL DECISION Persons who are dissatisfied with a decision of the City Council may have the right to a review of that decision by a court. The City has adopted Section 1094.6 of the California Code of Civil Procedure which generally limits to ninety days (90) the time within which the decision of the City Boards and Agencies may be judicially challenged. 5. CONSENT CALENDAR The following items listed are considered routine and will be enacted by a single motion and roll call vote by the City Council. Items may be removed from the Consent Calendar upon request of a Councilmember or a citizen in which event the item will be considered at the completion of all other items on the agenda. The motion by the City Council on the Consent Calendar will approve and make findings in accordance with Administrative Staff and/or Planning Commission recommendations. Approved a. Approval of Report of May 1995 Disbursements Approved b. Approval of Report of June 1995 Disbursements Approved c. Receive and File Report of Purchase Pursuant to U.C.C. Section 1522A3 for Three Personal Computers for the Finance Department from Blackship Computer Systems, Inc., in the Amount of $6,218.36 Pulled to New Bus. d. Rejection of Bids Received for Tree Trimming Services, Req. No. D 1683 Awarded e. Award of Bid for Four 50KV& Three 150KVA, and One 500KVA Electrical Transformers to General Electric Supply Company in the Amounts of $6,911.20, $21,702.03 and $11,456.45, Respectively Awarded f. Award of Bid for Seven S.W.A.T. Entry Vests to U.S. Armor Corporation in the Amount of $10,647.29 . AUDIENCE COMMENTS ON NON-AGENDA ITEMS The City Council welcomes input from the audience. If there is an item of business on the agenda that you are interested in, you may address the Council when this matter is considered. If you wish to speak on a matter that is not on this agenda, you may do so at this time. In order for everyone to be heard, please limit your comments to three (3) minutes per person and not more than ten (10) minutes per subject. The Brown Act regulations do not allow action to be taken on audience comments in which the subject is not listed on the agenda. 7. PUBLIC HEARING - 7:00 p.m. 1 st reading & Introduced Res. No. 96-25 a. Consideration and Introduction of Ordinance Adopting 1994 Uniform Fire Code, Amending Division 6, Chapter 3, Articles 1 and 2, and Chapter 6 of the Ukiah Municipal Code, Entitled, Respectively, Fire Prevention Code and Outdoor Burning. 8. UNFINISHED BUSINESS a. Approval of Resolution Adopting the Housing Element Update of the Ukiah Valley General Plan 9. NEW BUSINESS Authorized a. Authorize the Mayor to Execute Amendment No. 5 of Engineering Services Contract for Wastewater Treatment Plant Construction Project Between the City of Ukiah and Kennedy/Jenks Consultants, Inc., Dated May 21, 1992, for an Amount Not to Exceed $68,900 Authorized b. Authorize Acquisition of Easement From Triond, a General Partnership, and Expenditure of Public Funds in the Amount of $12,170 for Public Street Purposes on Northeast Corner of Brush Street at State Street Tabled to 11/15 c. Reallocation of Interest Income and Distribution of PERS Surplus Rejected d. Rejection of Bids Received for Tree Trimming Services, Req. No. D 1683 Emergency Items Added Authorized e. Authorize Sale of Surplus Ambulance Fire Med 4 Authorized f. Authorize the City Manager to Cancel Order for One 1996 Crown Victoria, Amend PP.O. 27456 to Reflect Two Vehicles at 2/3 Price and Issue New P.O. for 1995 Crown Victoria LX in the Amount of Remaining 1/3, Plus $2,500 trade-in for 1987 Buick Regal g. Consideration of Memorandum, Dated October 19, 1995 from MCOG Relative to Eel River Pump Project Direction to RS and R. Kennedy 10. CITY COUNCIL/REPORTS 11. CITY MANAGER/DEPARTMENT HEAD REPORTS 12. CLOSED SESSION Emergency Item Added No action a. Conference with Legal Counsel, Anticipated Litigation - Significant Exposure to Litigation Pursuant to Subdivision (b) of Section 54956.9 (1 case) 9:58 p.m. 13. ADJOURNMENT MEMORANDUM DATE: October 27, 1995 TO: FROM: Candace Horsley, City Manage ~ r~, Fred W. Keplinger, Director of Pub~lic Safety SUBJECT: VEHICLE UPGRADE As per our conversation, I am requesting your approval to upgrade one of the three Crown Victorias to the LX Model currently in stock. Ukiah Ford has offered to provide this vehicle to the City for the approved bid price, plus the trade of the 1987 Buick I obtained five years ago from State surplus. The Buick is currently used by the Detective Division and has more than 130,000 miles on it. It is a high performance, high maintenance stock car and is not reliable enough to be taken out of town. This new vehicle is exactly the same body style as the patrol fleet, but the interior is upgraded significantly for travel comfort. The sticker price is nearly $26,000 or nearly $10,000 more in value than the patrol vehicles and will result in a much higher resale vale. The Sable I currently drive will be assigned to the Detective Division and has 50,000 miles. It should serve the Detective Division for several more years. This new Crown Victoria should last me until retirement. The dealer asks that this upgrade be done as soon as possible as the new Blue Book will be published in November. This vehicle will need to be paid for in 30 days and the remaining two vehicles will be delivered and paid for in February. To make this change the following needs to take place: 1. Authorization from the City Manager to cancel one 1996 Crown Victoria from production and delivery in February. 2. Amend Purchase Order 27456 to reflect two vehicles at two-thirds of bid price. 3. Issue new Purchase Order for 1995 Crown Vic LX in the amount of remaining one- third, plus $2,500 trade-in value of 1987 Buick Regal. Thank you for your consideration of this request. The dealer has asked for a rapid response so that he can cancel one of the vehicles from production which is scheduled to start next week. October 19, 1995 ~ TO: MCOG Board of Directors FM: Mary Hiatt, Executive Secretary RE: Eel River Pump Project- Status R Increased Permit Fee Request Following MCOG's action on September 27, George Rau and myself met with staff at the State Water Resources Control Board, Division of Water Rights, to file the water appropriation permit on the Eel River. The staff spent about 3 hours with us and really were helpful in the review of the document. They explained the issues that the State and other agencies would be looking at and provided us options and alternatives to help get the permit more realistic for processing. They also provided us with contacts to assist in our cleanup research. A conference call was held on October 18 with the staff hence assigned to our application. Some issues discussed include how the permit must request a diversion that can be supported by need and users. The $100 filing fee is a minimum fee, with a balance due statement sent to the agency, once the diversion and storage use is acceptable. The 100,000 acre feet proposed, included future use by Sonoma and Marin Counties. This amount of use would have brought our permit fee up to around $15,000 + for the storage alone. There is also a charge for the direct diversion. The Wild and Scenic status allows for use in the counties where the river flows; in this case, Mendocino, Lake and Humboldt for domestic needs. For the case of our permit, the term 'municipal' applies, which includes domestic needs and incidental uses. Discussion on the place of use, reservoirs, replenishment of existing reservoirs, use of a filtration system vs fish sceens (as favored by Fish and Game), and the process timeline also occured. This put George and I back to the drawing board. The realistic numbers that support current need and future need, brings the storage request to 25,000 a/f a year and 5,000 af of direct diversion. These figures cover a 2% growth for 50 years for the Ukiah inland valley, Little Lake-Willits area and Fort Bragg. These numbers exclude use by Sonoma or Marin counties. We plan to submit the revised permit application to the State by October 27, 1995. Once the State has relooked at the new numbers, the balance of the permit will be due within 30 days from their notice. The new numbers would bring the permit fee to around $3680. Since MCOG placed a not to exceed limit of $1500 for this project, based on a $100 permit fee and other direct costs, I must now request that this limit be increased to' $5000 to cover the increased permit fee.. I will be preparing a dI application for this project, which is due October 31, 1995. The application will request $10,000 for permit fees and associated start up costs, $25,000 for an economic feasibility study and $15,000 for the fisheries component of the EIR = $50,000. I figure this will get us started and then next year, we can request additional funds to complete the EIR. , October 19, 1995 Eel River Report Page 2 The State timeline is 30 days for the application fees to be paid, (once the numbers are acceptable), then up to 6 months for the noticing phase, with a 60 day protest period. Once the protests are addressed the hearing is scheduled which can be up to 3 years. The EIR is part of the hearing process, so starting the EIR this year and finishing up next year would be timely. Other Related Issues: I received a FAX from Al Beltrami at the Governor's Office, on an article from the Sacramento Bee relative to pooling of resources by Rural Counties to secure water. I have attached a copy for your review. I think this may be a good forum for Mendocino County to also become involved. I had a conversation with Linda Bailey, who reports on the Eel River - Russian River Commission, regarding the proposed project and the filing of the water rights appropriation on the Eel. I requested that she provide the Commission with a report to keep them informed of our activities and help straighten out misunderstandings of the project and the timelines. I have attached a copy of my letter from which she was to report. Linda mentioned that it would be good for MCOG to go on record, that they are still supportive of the efforts by various Mendocino County groups over the Potter Valley Project. Action: Approve the increase expenditure limit to $5000 to cover the increase in the permit fee. 2) The MCOG shows support for the continued Potter Valley Project efforts and forward such notice to the County Board of Supervisors and other affected parties. Officials team up, tackle water issues dane Bruzton Little MAMMOTH LAKES, Mono water, J~sai~ cou.,,, -. ,,,,,,, ,,,,,.,,,, have started lookinf for wa~s to work 'together to protect the and 8zowth of rural oountloo% · streams and water basins that being riven awKv - and 3,ou~, not sup,ply about 9<) percent of C,li-even at tho t.blo; Jackson told forms*aw·tar supply, , .. the_eountTou~s. Supervisors of' 2S Cahforn~a He cited the Feather River 'in water oririnat~s do not let in. volved, It souM corm them their Plumes County, which provides 0(~0 mill~on in annual from prof'. · its from ~lec~ power pa- erat~on and about $~ million a year in the aais of water to Southern C.41ifornia. None of the mone3~ is reinvested in PlumH _County, dacbon said. 'We have billions of dollars' worth of water and we back." we pt nothin~ u Nevad~a County Supervisor Reno An~onson said Southern California's "free ride" leaves ral counties holding all of the costs for reoervci~ and dams. think we're rettin~ ohalbd," An- tonson said. California Son. David O. Kelley, R-l'dversMe, one of the few _repro* ,entetiv# of Southern C41tfornfa counti#, maetin,l{ IHt week u the , b~ ~un~ of R~ ~un- tar chance of eontrollin~ and '~n~{ ~e~ wa~rsh~ by ~nf ~ re~s. 'If we don% ~t ~lv~, ~'~ m~ns ~r ~ ~ ~e and tho resources" said County Supervisor Robert A. Mee~er. ~e su~~, who ~pre.n~ ~ ~t~es f~m ~1 No~ and M~ in the no~ ~ Inyo in ~e nu~, ~ose wat~ ~ ~e f~ of ~eir ~nu~ thr~.~y ~nferen~ to their ~owth and osid Shasta County 9upe~lsor · ~d DiVe.n, ~e ~'~ water users, said a continuous secre~ry. _supply of wat4r to his constituents ' Statewide water policies a~e be- is i~ltical tO their furore. !n~ nojotiat, d and do.oral ai~ 'NVater is what drivoo th. .betas made with no input from heroic online of the mae of Cali. the eounti# whore the water orig-iamb," _]blby sakL fnates, Diekerson said, "It's jot ev., Protecting the ~ of eryone's attention,' ho said. b. tho oul~ WKY to usure water for Tho Regional Council could t~o rut of California, saki Mono serve as · coalition on water 1,.County Supe,dMr .~..a hew. .sue, by ~opt~n~ a policy that ~d.: renu. The I~e~c'tfons will bo Int- , lows it .to represent tho variousins. only Jr everyone eon~o~ned counties' interests, sam Dicker. wi~h the ruouroe son. tho decision~ ,ho nit Many of the recent nop~iatlono PIumH Supervisor Mo·char _over state water poli~ have b~_.nha~ proposed elmrlinf water cat. dominated by Smthorn Calffomm tomer8 ss muth U SSt) an ~ wa~er brokers, a ~up q~inc~ at. foot and using thou b.o to~.~ Michael D. Jackson c~ed mr..tram dmnnelo and maln- :"th. i~2drauiic bro~%erhood." If of'- t~in hotlthy watorshodo. October 12, 1995 /1 TO: Linda Bailey FM: Mary Hiatt ~/~ RE: Eel River Prop,s'al Repo? Dear Linda: As per our telephone conversation yesterday, I would like to ask you to provide an information report to the Eel River - Russian River Commission. I have attached the overview report that was presented to MCOG. I will provide a brief overview of the background, activities to date and the next steps. As I explained, LAFCO has been studying spheres of influence and master service element plans for all the Special Districts (water, sanitation, fire, cemetery, etc.) in Mendocino County for the last three years. The plans are to include current capacity needs and projections for 5, 10 and 15 year demands based on population and land · use and be mapped to indicate the logical and incremental annexations of these areas during those time periods. This in turn justifies and assigns the sphere of influence. During the review of the inland valley water providers, it became apparent from the data received that there is a water problem in the valley. The coast is not exempt, however, their source is ground water vs river resource and water'right availability. In general, Mendocino County does not have adequate water rights to meet current, let alone future demands. Water rights to Mendocino County from the Russian River is extremely limited and the primary holder - Sonoma County. The' Eel River is an alternate resource which Mendocino. County is the point of origin. A couple of meetings were held to discuss water options for Mendocino County both inland and coastal needs. It seemed to be appropriate, and the idea was endorsed by the Mendocino Council of Governments (our Regional Board) to assure water for the county residents by applying for a water rights appropriation on the Main Stem and Middle Fork of the Eel River. We are aware of the Wild and Scenic status and the limitations of use. An application was submitted to the State Water Resources Control Board, Division of Water Rights, however, it requires modification. The initial application requested 100,000 acre feet, which we now realize may be high. We are in the process of recalculating the user demands which may reduce the request to around 50,000 acre feet per year. We understand that the permit prOcess alone can be a minimum 'of two years. Our first step will be to have an economic feasibility report prepared. An environmental report will also be required, and of course funding for these documents needs to be found. The intent was to apply for rights on a Mendocino County resource, with further studies to follow. These studies will dictate the feasibility and further pursuit of a preliminary concept to pump and store high winter flows for our needs. These efforts do not eliminate the need fo~ action by Mendocino County on the Potter Valley/PG&E issue under discussion on the Russian River. · Please feel free to distribute this memo to thP Commission. I can be reached at (707) 463-4470 or 468-8162 for further updates. Thanks again for your help in relaying the status so far. MINUTES OF THE CITY COUNCIL OF THE CITY OF UKIAH - October 18, 1995 DRAFT The city Council convened in a regular meeting, of which the agenda was legally noticed and posted, at 6:31 p.m. Roll was taken and the following Councilmembers were present: Mastin, Malone, Wattenburger, Shoemaker and Mayor Schneiter. Staff present: city Clerk McKay, city Manager Horsley, city Attorney Rapport, Senior Planner Stump, city Engineer/Public Works Director Kennedy, Public Utility Director Barnes, Finance Director Elton, Assistant Redevelopment Director DeKnoblough, and Assistant to the city Manager Harris. 2. Invocation/Ple4ge of Allegiance Councilmember Wattenburger delivered the Invocation and Mayor Schneiter led the Pledge of Allegiance. 3a. Proclamations - Red Ribbon Week of October 22-28, 1995 Mayor Schneiter read and presented the Proclamation to Valerie Lawe, Community Organizer for Community Works Coalition. She reported on National Red Ribbon Week events and she expressed appreciation to the city of Ukiah for their support in the new Police Activities League, the Police decoy program, passing local ordinances against the use of tobacco, Youth Service Ukiah, and passing the Hospitality Covenant. She reported on current alcohol prevention and awareness efforts. Ramon Ansolebahare, Coordinator of Safe Haven and Violence program, distributed literature regarding a parent and community pledge to address alcohol and violence in the community. 4. Approval/Correction of Minutes of Regular Meeting of October 4, 1995 Councilmember Shoemaker requested a correction to Page 5, tenth paragraph, last line, delete "could be proposed" and replace with "would be required." Council concurred. M/S Shoemaker/Malone to approve the minutes of the regular meeting of October 4, 1995, as amended by Councilmember Shoemaker. The motion was carried by the following roll call vote: AYES: Councilmembers Mastin, Malone, Wattenburger, Shoemaker, and Mayor Schneiter. NOES: None. 5. RIGHT TO APPEAL DECISION Mayor Schneiter reviewed Government Code Section 1094.6 of the California Code of Civil Procedure. CONSENT CALENDAR Council queried staff regarding project management and expected completion date of River Bank Repairs and electric transformer stock replacement procedures. M/S Wattenburger/Mastin to approve the Consent Calendar as follows; 6a. Accepted report of September 1995 disbursements. 6b. Denied the claim for damages received from J.C. Penney Co. and referred it to the City insurance carrier, REMIF. 6c. Approved legal publishing services contract as submitted'by Ukiah Daily Journal for Fiscal Year 1995/96, in the amount of $3.70 per column inch for first day and $2.35 per column inch for additional days. 6d. Approved budget amendment of $270,000, from account 115.260.000 (General Fund Reserve) to account 100.1401.250 (city Attorney Contractual Services) for investment counsel services. Reg. Mtg. October 18, 1995 Page 1 MINUTES OF THE CITY COUNCIL OF THE CITY OF UKIAH - October 18, 1995 6e. Adopted Resolution No. 96-21 establishing the requirement to stop on eastbound Mendocino Drive at Gardens Avenue. 6f. Awarded unit item contract for street striping to Central Striping Service in the amount of $11,491.90 for the total base bid plus the additive bid, as per Specification No. 95-21. 6g. Awarded bid for one 75KVA and one 1000KVA transformer to Western States Electric in the respective amounts of $5,627.40 and $18,264.67, and one 150KVA transformer to General Electric Supply Company for $8,131.70. 6h. Rejected bid for Bolted Steel Water Storage Tank, Specification No. 95-W1. 6i. Awarded Bid for River Bank Repair Project for Wastewater Treatment Plant to Mendocino Construction Services in the amount not to exceed $254,482, and authorized budget transfer. The motion was carried by the following roll call vote: AYES: Councilmembers Mastin, Malone, Wattenburger, Shoemaker and Mayor Schneiter. NOES: None. 7. AUDIENCE COMMENTS ON NON-AGENDA ITEMS No one came forward. UNFINISHED BUSINESS 9a. Review of League of California cities Proposed Resolutions for Annual Conference, October 22-24, 1995 Council reviewed each League of California Cities proposed resolutions, and by consensus, provided direction to Councilmember Malone and Shoemaker, for representation and voting at the Annual League of California cities. PUBLIC HEARING - 7:00 p.m. Sa. Consideration of Request for Extension of Previously Approved Redwood Business Park Tentative Subdivision Map for Three Years, as Requested by Gary Akerstrom The Senior Planner reported the original map was conditionally approved by the City on April 16, 1986. At the request of the subdivider, the life of the tentative subdivision map was extended until October 16, 1991. He explained one month prior to that date, the subdivider requested an additional three year extension. During consideration of this request, it was determined that the extension could not be granted without the conduct of proper environmental review. He explained the matter was tabled until the Airport Industrial Park Environmental Impact Report was prepared and certified. This EIR document was certified by the City Council on August 16, 1995, therefore the 1991 extension request is now being processed. He reported on planning procedures and explained the Planning Commission approved this request after conducting a Public Hearing on September 27, 1995. Council queried staff regarding the extension of Airport Road and construction of a southern road connection to South State Street and non restriction of other access, a frontage road, parcel maps and boundary line adjustment. Public Hearing Opened - 7:32 p.n. Gary Akerstrom, representing Redwood Business Park, 425 Talmage Road, explained that the extension of this tentative map provides the developer with options. No others came forward. Reg. Mtg. October 18, 1995 Page 2 MINUTES OF THE CITY COUNCIL OF THE CITY OF UKIAI{ - October 18, 1995 Public Heating Closed - 7:35 p.m. M/S Malone/Wattenburger to adopt Resolution No. 96-22, making findings pursuant to Public Resources Code Section 21081 and California Environmental Quality Act (CEQA) Guidelines Section 15091 in connection with the extension of the Redwood Business Park Tentative Subdivision Map. The motion was carried by the following roll call vote: AYES: Councilmembers Mastin, Malone, Wattenburger, Shoemaker, and Mayor Schneiter. NOES: None. 9b. Approval of March 26, 1996 Ballot Measure Wording for Submittal as Exhibit B to Resolution No. 96-20 Mayor Schneiter noted he received no comments from Councilmembers and asked Council whether the 1991 ballot argument wording is desired. Discussion ensued regarding the wording in the 1991 argument for Council appointed City Clerk and City Treasurer positions. Mayor Schneiter noted that minor wording changes in this argument will not change opinions. M/S Wattenburger/Malone approved the ballot argument wording to be included with Resolution No. 96-20 as Exhibit B. The motion was carried by the following roll call vote: AYES: Councilmembers Mastin, Malone, Wattenburger, Shoemaker, and Mayor Schneiter. NOES: None. 9c. Adoption of Ordinance Amending the Airport Industrial Park Planned Development The Senior Planner reported on the changes made to the draft Ordinance, as directed by Council at the last meeting. He explained the proposed Resolution makes CEQA findings in connection with the anticipated action on the Ordinance, and is necessary to adopt prior to the adoption of the Ordinance. Councilmember Wattenburger, noted as he was absent from the last meeting, questioned whether Council reviewed the applicant's proposed copy of the Ordinance. Mayor Schneiter explained that Council reviewed both applicant and staff ordinances in a page by page manner and made changes by consensus of Council. M/S Wattenburger/Malone to adopt Resolution No. 96-23 making findings pursuant to Public Resources Code Section 21081 and CEQA Guidelines Section ].5091 in connection with the adoption of the amended Airport Industrial Park AIP Planned Development Ordinance. The motion was carried by the following roll call vote: AYES: Mastin, Malone, Wattenburger, Shoemaker and Mayor Schneiter. NOES: None. M/S Shoemaker/Malone to adopt Ordinance No. 959 amending the Airport Industrial Park Planned Development. The motion Was carried by the following roll call vote: AYES: Malone, Shoemaker and Mayor Scheniter. NOES: Mastin and Wattenburger. 9d. Amend Consultant Agreement with Da~es and Moore for the Construction and Testing of Leachate Extraction Wells at Ukiah Landfill The City Engineer/Public Works Director reported on the proposal received from Dames and Moore for the construction of three leachate extraction wells and the subsequent testing and preparation of a report of findings which has been submitted pursuant to the scope of work under Phase I of Task III of our consultant service agreement. He further explained noted assumptions and possible additional costs. Reg. Mtg. October 18, 1995 Page 3 MINUTES OF THE CITY COUNCIL OF THE CITY OF UKIAH - October 18, 1995 Council queried staff regarding phases, tasks schedules, leachate feasibility and non-attainment issues. M/S Shoemaker/Wattenburger authorized the Mayor to execute the amendment to the consultant service agreement with Dames and Moore to allow for the construction and testing of three leachate extraction wells and the preparation of a report of findings at a compensation based on a time and expense basis not to exceed $24,200, and authorized the expenditure of budgeted funds as indicated from Acct. No. 660-7301-250-003 $9,100, and Acct. No. 660-7301-250-005 $15,100. The motion was carried by the following roll call vote: AYES: Mastin, Malone, Wattenburger, Shoemaker and Mayor Schneiter. NOES: None. 9e. Consideration and Adoption of Resolution Approving Downtown Parking Improvement Program The Assistant Redevelopment Director reported since the initial review and discussion by Council at the March 15, 1995 meeting, staff has met with a number of downtown groups, individuals, parking enforcement staff, County Administration, and Courthouse staff. He explained the modifications and adjustments made in the attempt to accommodate all downtown parking users. The City Manager noted staff is trying to create a mix of all types of parking in all parking lots instead of designation of total types of parking for each lot. Mayor Schneiter commented he feels this proposal is appropriate for each area. Council queried staff regarding permitted spaces conversion from meters process, 250 total County employees parking downtown, County administration agreeing to pay for some permitted parking, and leasable building space that creates a constant variable for needed parking spaces regardless of the County Administration moving, The Assistant Redevelopment Director clarified this parking program will have 250 permitted spaces in lots, in addition to 157 spaces available on the streets. Councilmember Mastin stated he resents the City having to come up with a solution to the County employees parking problems, and feels they should address using alternatives such as bikes and ride sharing. The City Manager noted we are looking at working with the County concerning incentives. Councilmember Mastin noted with the County Family Support Division moving we should look at more permits in the Main Street lot instead of around School Street, as this lot is being underutilized. Council queried staff regarding parking on Seminary in the median and west side of Main Street South of Perkins. The Assistant Redevelopment Director noted there will'be a future implementing Ordinance and Resolutions for fees. M/S Wattenburger/Mastin to adopt Resolution No. 96-24, approving and adopting the Downtown Parking Improvement Program. The motion was carried by the following roll call vote: AYES: Mastin, Malone, Wattenburger, Shoemaker and Mayor Schneiter. NOES: None. NEW BUSINESS 10a. Review and Amendment of Council Committee Assignments By consensus, the Council approved the addition of designated '. .L Reg. Mtg. October 18, 1995 Page 4 MINUTES OF THE CITY COUNCIL OF THE CITY OF UKIAH - October 18, 1995 alternates to City Manager staff liaisons, deleted a City representative from the Ukiah Players Board, directed staff to determine who the LAFCO City representing members are and if Councilmember Wattenburger is still needed as an alternate, directed staff to send a letter to MCOG and LAFCO to send an agenda packet to our City representatives well in advance of the meetings, and corrected the County Economic Development committee title. 11. CITY COUNCIL/REPORTS Councilmember Mastin - Reported on fundraising events he recently attended in addition to riding in a race car at the Ukiah Speedway. Councilmember Malone - Reported on the staff review process of the General Plan finalization; informed the Council of the Sun House Guild meeting he attended; and his participation as a pumpkin judge. Councilmember Shoemaker - Expressed his admiration for Councilmember Wattenburger's dedication in service to 'the California Department of Forestry during the recent Guntley fire while he was on disability leave, where he served as PIO; reported on the League Housing Committee meetings; noted his participation at the pumpkin weigh in last Saturday; and informed Council of a meeting sponsored by Supervisor Peterson involving the Local Government Committee on November llth. Mayor Schneiter - Encouraged Council to complete the Shannon and Associates survey; questioned staff regarding when the Airport Master Plan will be coming to Council; and noted his and the City Attorney's meeting with PG&E concerning confidentiality surrounding the headwaters benefit issue. 12. CITY MANAGER/DEPARTMENT HEAD REPORTS The City Manager explained the Draft Airport Master Plan has just been received by staff and is being reviewed, and is expected to be forwarded to Council after adoption of the General Plan. CLOSED SESSION 13a. As per Government Code Section 54957.6 - Conference with Labor Negotiator for City Regarding Department Directors Recessed to Ukiah Redevelopment Agency - 8:47 p.m. Reconvened - 9:08 p.m. The City Attorney announced the need to go into Closed Session as noted on the agenda. Council entered Closed Session at 9:09 p.m. Council came out of Closed Session at 9:30 p.m. The City Attorney explained no action was taken in CloSed Session. 13. ADJOURNMENT There being no further business the meeting was adjourned at 9:33 p.m. CCMIN.211 Cathy McKay CMC/AAE, City Clerk Reg. Mtg. October 18, 1995 Page 5 ITEM NO. 5a DATE: November 1, 1995 AGENDA SUMMARY REPORT SUBJECT: REPORT OF DISBURSEMENTS MADE DURING THE MONTH OF MAY 1995. REPORT: Two payments made during the month of May, 1995 were inadvertantly omitted from the original Report of Disbusements approved by the City Council in June, 1995. Attached is a special Register of Payroll and Demand Payments for the omitted payments, including the Schedule of Bills supplying further detail. RECOMMENDED ACTION: Receive and approve the attached Report of Disbursements. ALTERNATIVE COUNCIL POLICY OPTIONS: N/A Appropriation Requested: N/A Citizen Advised: N/A Requested by: Candace Horsley, City Manager Prepared by: Gordon Elton, DirectOr of Finance/~5~_ Coordinated with: Paulette Klingbeil 463-623tJ Attachments: Report of Disbursements CITY OF UKIAH REGISTER OF PAYROLL AND DEMAND PAYMENTS DATE: MAY 1995 (Special Run) Demand Payments approved: Check No. 71092 to 71093 inclusive.(Savings Bank of Mendocino County) FUNDS: 100 General Fund 662 120 Capital Improvement 663 140 Park Development 665 141 Museum Grants 670 142 National Science Foundation 675 200 Asset Seizure Fund 678 220 Parking Dist. Rev. Fund 680 230 Parking Dist. #1 Rev. Fund 693 335 Community Development Fund 695 300 Gas Tax 696 315 Airport Capital Improvement 697 312 Airport Maser Plan Grant 698 332 Federal Emergency Grant 800 400 Recreation Enterprise 805 405 Youth Services Ukiah 820 410 Conference Center Fund 840 550 Lake Mendocino Bond 910 575 Garage 900 600 Airport $119.56 940 610 Sewer Service 950 611 Sewer Construction Fund 960 612 City/District Sewer 962 640 San. District Revolving Fund 965 652 Redip. Sewer Enterprise Fund 966 660 Sanit. Disp. Site 310 JPA/LTF Fund Countywide JPA Refuse/Debris Control U.S.W. Billing & Collections Contracted Dispatch Services Public Safety Dispatch Ambulance Service Clubhouse Renovations Golf Warehouse/Stores Billing Enterprise Fund Fixed Asset Fund Electric Street Lights Water Special Water Fund Worker's Comp. Fund Special Deposit Trust Payroll Posting Fund General Service Community Redev. Agency Redev. Housing Fund Redev. Capitol Imprv. Fund Redevelopment Debt Svc. Special Aviation Fund TOTAL TOTAL TOTAL DEMAND PAYMENTS PAYROLL DED. CHECKS PAYROLL CHECKS TOTAL PAYMENTS CERTIFICATION OF CITY CLERK This register of Payroll and Demand Payments was duly approved by the City Council on $119.56 $119.56 City Clerk APPROVAL OF CITY MANAGER I have examined this Register and approve same. City Manager CERTIFICATION OF DIRECTOR OF FINANCE I have audited this Register and approve same for accuracy and available funds. Director of Finance H 0 0 O~ H H~ U ' 0 ~ 0 0 0 U ~ 0 ~U · ~ ITEM NO. 5b DATE: November 1, 1995 AGENDA SUMMARY REPORT SUBJECT: REPORT OF DISBURSEMENTS MADE DURING THE MONTH OF JUNE 1995. REPORT: Payments made during the month of June 1995, are summarized on the attached Register of Payroll and Demand Payments. A correction in the check sequence of the Demand Payments approved has been made. Check numbers previously reported were 72011 to 72527 for a total of $2,752,292.74. The correct check numbers are 71094 to 71108 and 72011 to 72527 for a total of $2,752,292.74. RECOMMENDED ACTION: Receive and approve the attached Report of Disbursements. ALTERNATIVE COUNCIL POLICY OPTIONS: N/A Appropriation Requested: N/A Citizen Advised: N/A Requested by: Candace Horsley, City Manager Prepared by: Gordon Elton, Director of Finance .~Jf/-~2. Coordinated with: Paulette Klingbeil 463-6230 Attachments: Report of Disbursements APPROVED:(_ _~ [24~_~~~ CITY OF UKIAH REGISTER OF PAYROLL AND DEMAND PAYMENTS DATE: JUNE 1995 Demand Payments approved: Check No. 71094 to 71108 Check No. 72011 to 72527 FUNDS: 100 12O 140 141 142 2OO 22O 23O 335 3OO 315 312 332 400 405 410 550 575 600 610 611 612 640 652 660 General Fund Capital Improvement Park Development Museum Grants National Science Foundation Asset Seizure Fund Parking Dist. Rev. Fund Parking Dist. #1 Rev. Fund Community Development Fund Gas Tax Airport Capital Improvement Airport Maser Plan Grant Federal Emergency Grant Recreation Enterprise Youth Services Ukiah Conference Center Fund Lake Mendocino Bond Garage Airport Sewer Service Sewer Construction Fund City/District Sewer San. District Revolving Fund Redip. Sewer Enterprise Fund Sanit. Disp. Site inclusive. (Savings Bank of Mendocino County) inclusive.(Westamerica Bank) $257,370.34 662 663 $1,652.05 665 $1,108.86 670 $4,201.87 675 $2,000.00 678 $306.31 680 $82.00 693 $150.00 695 $31,488.50 696 $26,676.37 697 $8,400.00 698 $13,988.00 800 $10,835.74 805 $695.28 820 $1 2,703.80 840 910 ~ 17,601.64 900 $27,324.93 940 $698.59 950 $744,662.38 960 $23,118.47 962 $87.62 965 966 $63,846.92 310 JPA/LTF Fund Countywide JPA Refuse/Debris Control U.S.W. Billing & Collections Contracted Dispatch Services Public Safety Dispatch Ambulance Service Clubhouse Renovations Golf Warehouse/Stores Billing Enterprise Fund Fixed Asset Fund Electric Street Lights Water Special Water Fund Worker's Comp. Fund Special Deposit Trust Payroll Posting Fund General Service Community Redev. Agency Redev. Housing Fund Redev. Capitol Imprv. Fund Redevelopment Debt Svc. Special Aviation Fund PAYROLL CHECKS NO. 60001 to PAYROLL PERIOD 05/21/1995 to PAYROLL CHECKS NO. 60213 to PAYROLL PERIOD 06/04/1995 to 6O212 TOTAL 06/03/1995 TOTAL 60428 TOTAL 06/17/1995 DEMAND PAYMENTS PAYROLL DED. CHECKS PAYROLL CHECKS TOTAL PAYMENTS CERTIFICATION OF CITY CLERK This register of Payroll and Demand Payments was duly approved by the City Council on $116,119.80 $68.03 $127,682.78 $855.73 $1,827.84 $5,514.77 $41,346.52 $19,447.52 $41,983.33 $515,824.62 $10,922.42 $30,420.15 $16,876.50 $91,352.21 $755.22 $8,637.73 $5,726.11 $3,696.10 $4,608.00 $2,292,665.05 ~136,910.62 ~322,717.07 $2,752,292.74 City Clerk APPROVAL OF CITY MANAGER I have examined this Register and approve same. City Manager CERTIFICATION OF DIRECTOR OF FINANCE I have audited this Register and approve same for accuracy and available funds. Director of Finance 0 ~J 0 0 0 0 O. .s o~ 0 0 0 0 ~.. X IAI _i AGENDA SUMMARY ITEM NO. 5c DATE: November 1, 1995 REPORT SUBJECT: Receive and File Report of Purchase between $5,000.00 and $10,000.00, pursuant to UCC Section 1522 A3, for three Personal Computers, for the Finance Department from Blackship Computer Systems Inc. in the amount of $6,218.36. REPORT: The addition of three new positions: Controller, MIS Coordinator, and Customer Service Supervisor, as approved in the FY 95/96 Budget require the purchase of three new Personal Computers. Seventeen (17) requests for bids were sent to potential suppliers, four (4) of which were local suppliers. Seven (7) responses were received. None of the potential local suppliers responded. A summary of the bids received for each piece of equipment is attached. Based on the evaluation, Blackship Computer Systems Inc. Is the lowest responsible bidder. This equipment will be charged as follows: Account Request Amount Budeeted 100.1301. 800 $2,074.22 $2,400.00 100.1965. 800 $2,251.18 $2,500.00 697.1305. 800 $1,892.96 $2,100.00 Total $6,218.36 RECOMMENDED ACTION: Receive and File. ALTERNATIVE COUNCIL POLICY OPTIONS: N/A Account No. (If not budgeted): Account No. (If budgeted): Appropriation Requested: N/A See narrative above. Citizen Advised' N/A __.//_ Prepared by: Gordon Elton, Director of Finance Coordinated with: Paulette Klingbeil, MIS Coordinator, and Candace Horsley, City Manager Attachments: 1) Evaluation Summaries APPROVE~_._.~~~. ~ Candace Horsley, City Mantger Item No. Date: 5d 11/1/95 AGENDA SUMMARY REPORT SUBJECT: Reject all Bids for Trimming Services. REPORT: Requests for bids for providing tree trimming services for the City of Ukiah Electric Department were received on October 10, 1995. The City received Four (4) bids, as shown on the attached summary sheet. The low bidder was Timber Lake Tree. However, they were unable to provide the required certification information for their equipment and crew as required by the State of California. In order to trim around power lines the State of California through General Order 95, requires that their equipment be dielectrically tested for insulation and certified. In addition, their staff must hold current line clearance certification cards, issued by the State of California. The next lowest bidder was Family Tree Service, who also was unable to provide the required certification information. The other two bids received from Marvin's Gardens and Davey Tree Surgery were above the Electric Department's Budget limit of $100.00 per hour for a three (3) person crew. Therefore, staff requests that Council reject all bids for Tree Trimming Services. RECOMMENDED ACTION: Reject all bids for Tree Trimming Services ALTERNATIVE COUNCIL POLICY OPTIONS: Direct Staff to award the bid. Citizen Advised: N/A Requested by: Darryl L. Barnes, Director of Public Utilities Prepared by: Darryl L. Barnes, Director of Public Utilities Coordinated with: Candace Horsley, City Manager Attachment: 1) Summary Sheet TRIMMING SERVICE BID SUMMARY Timber Lake Tree Family Tree Service Marvin's Garden Davey Tree Surgery Ukiah, Califomia Laytonville, California Willits, California Livermore, California $63.80 per Hour- 3 person crew $80.00 per Hour- 3 person crew $129.99 per Hour- 3 person crew $135.00 per Hour - 3 person crew ITEM NO. 5e DATE: November 1_. lgg5 AGENDA SUMMARY REPORT SUBJECT: Award bid for four 50 KVA, three 150 KVA and one 500 KVA transformers to General Electric Supply Company for $6,911.20, $21,702.03 and $11,456.45, respectively. A Request for Quotations (RFQ) for the following transformers was written: a) Four 50 KVA polemount transformers for overhead maintenance; b) Four 150 KVA padmount transformer for underground maintenance; c) One 500 KVA padmount for the Mendocino Administration project. The City sent sixteen (16) bids and six(6) bids were returned. The bids were opened by the City Clerk on October 17, 1995 at 2:00 p.m. Each bid was evaluated using an equivalent cost of ownership formula as stated in the specifications. This formula calculates the transformer energy losses based on the no-load and load watt losses quoted by the vendor. These energy losses are inherent to a particular manufacturer design. The formula adjusts the vendor's bid to the actual cost of the unit over its projected life. This means that although there may be a lower bid, the cost of these losses over the life of the transformer makes the cost of ownership higher than a transformer with a higher bid. The Equivalent Cost of Ownership Summary Sheet ranks the units in descending order based on the Equivalent Cost of Ownership. (Continued on Page 2) RECOMMENDED ACTION:Award bid for four 50 KVA, three 150 KVA and one 500 KVA transformers to General Electric Supply Company for $6,911.20, $21,702.03 and $11,456.45, respectively. ALTERNATIVE COUNCIL POLICY OPTIONS: Reject all bids and request new bids. Acct. No. (if NOT budgeted):N/A Acct. No.: 800-3646 Appropriation Requested: N/A Distribution Plant Citizen Advised: N/A Requested by: Darryl L. Barnes, Director of Public Utilities Prepared by: Martin Wobig, Electrical Distribution Eng. 463-6296 Coordinated with: Candace Horsley, City Manager Attachments: 1. Equivalent Cost of Ownership Sheets The evaluated low equivalent cost bidder for each unit is as follows: Four 50 KVA General Electric Supply Company $6,911.20 Three 150 KVA General Electric Supply Company $21,702.03 c) One 500 KVA General Electric Supply Company $11,456.45 Bids include total tax and delivery. The funds to purchase these transformers are budgeted and approved for Fiscal Year 1995/96 in Account No. 800-3646. n W LLI z O0030 0 z ww 8 ~ ~~o II On~ Oxx~ o wO 0 z z m~O ~ www~ ITEM NO. 5 ¢ MEETING DATE November 1,1995 AGENDA SUMMARY REPORT SUBJECT: AWARD OF BID FOR SEVEN S.W.A.T. ENTRY VESTS In the 1995/96 budget, the Police Department was authorized to purchase seven (7) S.W.A.T. Entry Vests. The City Purchasing Department initiated a request for bids on the seven vests. The apparent Iow bidder is U.S. Armor Corporation. The bid for the vests is $1,41 8.22 per vest for a total of $10,647.29, including tax. The bid from U.S. Armor is $1,452.71 below the budgeted request. RECOMMENDED ACTION: Purchase seven (7) S.W.A.T. Entry Vests, in the amount of $10,647.29, including tax, from the apparent Iow bidder, U.S. Armor Corporation. ALTERNATIVE COUNCIL POLICY OPTIONS: 1. Reject the bid purchase price and conduct another bid. 2. Purchase less than seven vests. 3. Not proceed with the purchase of vests at this time. Acct. No.: N/A Acct. No.: (if NOT budgeted) Appropriation Requested: N/A Citizen Advised: N/A I~I/,Dir Requested by: Fred W. Kep ctor of Public Safety Prepared by: Kenneth, D. Budrow, Police Captain Coordinated with: Candace Horsley, City Manager Attachments: Bid Summary 100.2001.800 APPROVED BY BIDS FOR S.W.A.T. ENTRY VESTS Bid openin§ 10-1'7-95 Supplier Per Vest Seven Vests Tax ~ 7.25% ,Total, Seven Vests U.S. Armor Protech $1,418.22 $1,709.00 $9,927.54 $11,963.00 $719.75 $867.32 $10,647.29 $12,830.32 ITEM NO. 7a MEETING DATE November 1 , 199,5 AGENDA SUMMARY REPORT SUBJECT: CONSIDERATION AND INTRODUCTION OF ORDINANCE AMENDING DIVISION 6, CHAPTER 3, ARTICLES 1 AND 2, AND CHAPTER 6 OF THE UKIAH MUNICIPAL CODE, ENTITLED, RESPECTIVELY, FIRE PREVENTION CODE AND OUTDOOR BURNING, AND AMENDING CHAPTER 4, ENTITLED, FIRES. In 1990 the City of Ukiah adopted the entire Uniform Fire Code, 1988 Edition. Amendments to the 1988 Code were made at the same time. These amendments included slight changes to the Permit Application process; definition of "Fire Lane" and related enforcement sections; the "Self-Inspection Program"; and the current sprinkler ordinance, with related definitions and table. In 1994, another amendment was made regulating above ground storage tanks for flammable liquids. These tanks were previously prohibited. Continued on page 2. RECOMMENDED ACTION: Introduction by title only of ordinance amending the Ukiah Municipal Code, relative to Fire Code provisions. ALTERNATIVE COUNCIL POLICY OPTIONS: 1. Not introduce the ordinance amending the Ukiah Municipal Code. 2. Introduce revised ordinance amending the Ukiah Municipal Code. Acct. No.: N/A Acct. No.: (if NOT budgeted) Appropriation Requested: N/A ~,, Citizen Advised' N/A Requested by' Fred W. Keplinger, Direct~blic Safety Prepared by: Roger A. Sprehn, Fire Marshal Coordinated with: Candace Horsley, City Manager Attachments: Ordinance Adopting 1994 Uniform Fire Code with amendments. APPROVED BY ITEM NO. MEETING DATE: PAGE 2 NQvember 1,1995 CONSIDERATION AND INTRODUCTION OF ORDINANCE AMENDING THE UKIAH MUNICIPAL CODE. In 1992, the State of California amended and adopted portions of the 1991 Edition of the Uniform Fire Code, which became effective and enforceable in the City of Ukiah (reference Health and Safety Code Section 18938). No specific action was taken by the City at that time. The Uniform Fire Code is published every three years by the International Fire Code Institute. Changes to the code are made at that time based on a thorough application and review process including research and justification for each change. The substance of the code has remained the same since the 1988 Edition, with changes reflecting better technologies, administrative clarification and greater public safety. With the 1994 Edition, the Fire Code reorganized the location of articles completely and adopted a numbering system more consistent with other codes. Therefore, there were few substantive changes made with this edition. The State of California added, amended, and repealed portions of the model code and published it on July 1, 1995, as the "California Fire Code" (California Code of Regulations, Title 24, Part 9). This code becomes effective 180 days after its publication. (Health and Safety Code Section 18938) Local jurisdictions have those 180 days to adopt the model code, including additions, amendments, and repealed portions. If the City does not complete this process before the effective date of the California Fire Code, it becomes effective with no local amendment possible until the next code cycle (i.e., 1997/98). The effective date of the California Fire Code, 1995 Edition is December 29, 1995. The State adopted only portions of the model code. Appendices and other major portions would not be enforceable in the City of Ukiah if not acted upon by the City. The Ukiah City Council has discussed enacting a more comprehensive fire sprinkler ordinance, but has deferred discussion and action until after the General Plan is adopted. The Draft General Plan recommends more inclusive sprinkler requirements. Although the Fire Department supports a comprehensive fire sprinkler ordinance, because of the State deadline for Fire Code Adoption, a more comprehensive sprinkler ordinance is not proposed at this time. ITEM NO. MEETING DATE: PAGE 3 November 1,1995 CONSIDERATION AND INTRODUCTION OF ORDINANCE AMENDING THE UKIAH MUNICIPAL CODE. The Fire Department shares the Council's wishes that the citizens and business persons within the City be an integral part of any sprinkler ordinance change. This process is not possible before December 29, 1995. The three year code cycle will enable, through discussion and input, a coordinated sprinkler ordinance change after adoption of this model ordinance. The Fire Marshal has attended training and completed research on the changes the State has made to the code. The substance of the changes are for renumbering, administrative and clarification purposes. The 1994 code refers to updated standards, including those for the installation of fire sprinklers and alarm systems. The attached proposed ordinance is essentially identical to Ordinance 898 adopted in 1990 for the 1988 Fire Code. The section numbers have been changed to fit into the 1994 Code, but the language of the amendments has not changed. ORDINANCE NO. AN ORDINANCE OF THE CITY COU'NCIL OF THE CITY OF UKIAH AMENDING DIVISION 6, CHAPTER 3, ARTICLES 1 AND 2, AND CHAPTER 6 OF THE UKIAH MUNICIPAL CODE, ENTITLED, RESPECTIVELY, FIRE PREVENTION CODE AND OUTDOOR BURNING, AND AMENDING CHAPTER 4, ENTITLED, FIRES. THE CITY COUNCIL of the City of Ukiah finds as follows: 1. The City of Ukiah experiences hot summers with temperatures often exceeding 100 F. and no rainfall typically from May through October. These hot, dry summer conditions create above average fire hazard conditions. 2. The City of Ukiah is geographically isolated from adequate sources of mutual aid in the event of large single story structure fires and multi-story structure fires. 3. The City of Ukiah is geographically and topographically diverse with structures located in both flat, predominantly urban settings and in steep, hillside settings in close proximity to densely wooded and grassy wildlands. The proximity of wildlands adds to the hazardous fire conditions that typically prevail from May through October. 4. The current, limited resources and the diversity of expensive fire fighting equipment that would be necessary to fight fires in geographically isolated areas with poor access, more concentrated urban settings and structures in excess of 30 feet tall in the hazardous summer conditions prevalent in Ukiah, make it reasonably necessary due to these local climatic, geologic and topographical condition to modify provisions of the 1994 Uniform Fire Code. The required amendments establish a self-inspection 94 UFC pg. 1 program for commercial occupancies, insure access along fire lanes, require automatic fire extinguishing systems in certain types of buildings, prohibit bulk plants, and regulate the storage of flammable liquids in above-ground tanks used to store flammable liquids. Accordingly, the City Council of the City of Ukiah does hereby ordain as follows: Section One: 1. UMC Section 5200 is amended to read as follows: Section 5200 - Adoption of Uniform Fire Code, 1994 Edition of the Uniform Fire Code, including all Appendices, Standards and References, inclusive, as compiled and published by the International Fire Code Institute, International Conference of Building ©fficials and the Western Fire Chief's Association, Inc. Said Uniform Fire Code, three copies of which have been filed for use and examination by the public in the office of the City Clerk, is hereby referred to, and, except as to omission, amendments and additions, hereinafter noted, is hereby adopted and made a part hereof, as if fully set forth in this article. 2. Section 5202 is amended as follows: Section 5202 o Enforcement: (1) The Uniform Fire Code (UFC) herein adopted shall be enforced by the Chief of the Fire Department of the City of Ukiah who is hereby appointed to supervise the bureau of fire prevention and such regularly employed members of said Department as are appointed by the City Manager in accordance with the applicable provisions of the Uniform Fire Code. 94 UFC pg. 2 as follows: (2) Section 103.3.1 is amended by adding subsection 103.3.1.3 thereto Section 103.3.1,;~- Self Inspection Program For the purpose of providing and maintaining functions necessary for the prevention of fire and for the protection of life and property from fire and panic, there is hereby established a self-inspection program assuring that certain B, F, M, & S occupancies within the City are inspected on an annual basis for fire safety. The Ukiah Fire Department shall deliver, by hand or by mail, "Self-Inspection Worksheet" and "Business and Emergency Record" forms as established from time to time by said department to certain B, F, M, & S occupancies within the City on an annual basis. The owner or manager of said occupancy or person in highest authority in said occupancy shall be allowed thirty (30) days from issue date, as noted on the Self- Inspection Worksheet, in which to conduct an inspection for fire safety, correct any deficiencies, complete said forms, and return completed forms to the Ukiah Fire Department as directed by the Fire Chief or his designee. Any person who fails to comply with the requirements to return said forms duly completed and to correct the deficiencies noted in said occupancies within thirty (30) days of the issuance of said forms shall be guilty of an infraction. (3) Except as expressly provided elsewhere in this Code, any person, firm or corporation, whether as principal, agent, employee, tenant, owner or otherwise, violating or causing the violation of any of the provisions of this chapter, shall be guilty 94 UFC pg. 3 of a misdemeanor and upon conviction thereof shall be punishable by a fine of not more than One Thousand ($1,000) Dollars. 3. UMC Section 5211 is amended as follows: Section 5211 - Section 105.3 of the Uniform Fire Code is amended to read as follows: Section 105.3 - application for Permit. All applications for a permit required by this code shall be made to the bureau of fire prevention in such form and detail as it shall prescribe. Applications for permits shall be accompanied by such plans as required by the bureau. The City Council may establish fees by resolution for permit applications. 4. UMC Section 5212 is amended by adding a definition of FIRE LANE thereto as follows: Section 207 - FIRE LANE is that portion of an access roadway reserved for emergency vehicles and the conduct of fire-fighting or rescue operations, or as designated by the Fire Department and posted in accordance with Section 22500.1, California Vehicle Code. 5. UMC Section 5213 is added as follows: Section 5213 - Section 902.2.4.1 of the Uniform Fire Code is amended to read as follows: Section 902.2.4.1 - Obstruction and control of fire apparatus access. The required width of any fire apparatus access road shall not be obstructed in any manner, including parking of vehicles. Minimum required widths 94 UFC pg. 4 and clearances established under section 902.2.2.1 shall be maintained at all times. No owner, lessee of the land or proprietor, partner, officer, director, manager, or agent of any business or other activity carried on upon the land shall, after receiving notice thereof, permit or otherwise allow, and no person shall cause any activity, practice or condition to occur or exist, or continue to exist, upon said land which shall lessen, obstruct or impair the access required under this code. Entrances to roads, trails or other accessways which have been closed with gates and barriers in accordance with Section 902.2.4.2 shall not be obstructed by parked vehicles. 6. UMC Section 5214 is added as follows: Section 5214 - Section 901.4.2 of the Uniform Fire Code is amended to read as follows: Section 901.4.2- Signs. When required, approved signs or other approved notices shall be provided and maintained for fire apparatus access roads to identify such roads and prohibit the obstruction thereof or both. "NO PARKING" signs shall comply with the provisions of the California Vehicle Code. Where curbs exist adjacent to hydrants located along private accessways, the curbs shall be painted red or otherwise appropriately marked by the developer, owner, lessee or other person in charge of the premises to prohibit parking for a distance of fifteen (15) feet in either direction from any such hydrant. In such cases where curbs do not exist there shall be appropriate markings painted on the pavement, or signs erected, or both, fifteen (15) feet from any 94 UFC pg. 5 such hydrant. 7. UMC Section 5215 is amended as follows: Section 5215 - Section 1001.2 of the Uniform Fire Code is amended to read as follows: including Section 1001.2 - Definitions. For the purpose of this article, the following definitions shall apply: AREA SEPARATION WALL is an unpierced masonry or concrete wall, a minimum 30 inch parapet, as approved by the Building and Fire Department. CENTRAL ALARM STATION is a publicly or privately operated alarm receiving center, which is constantly attended by appropriately trained staff. COST OF WORK shall be the estimated valuation of the work to be performed as determined by the Building Department having jurisdiction. EXISTING STRUCTURE is any building in existence or for which a building permit has been issued for the construction thereof, prior to the effective date of this code. STRUCTURE is any continuous building regardless of property lines. For definitions of ALARM CONTROL UNIT, ALARM INITIATING DEVICE, ALARM SIGNAL, ALARM-SIGNALING DEVICE, ALARM SYSTEM, ALARM ZONE, ANNUNCIATOR, AUTOMATIC FIRE-EXTINGUISHING SYSTEM, FACILITY, FIRE DEPARTMENT INLET CONNECTION, SMOKE DETECTOR and STANPIPE SYSTEM, see Article 2. 94 UFC pg. 6 8. UMC Section 5216 is amended as follows: Section 5216 - Section 1003.2.1 of the Uniform Fire Code is amended to read as follows: Section 1003.2.1 - Where Required. An automatic fire extinguishing system shall be installed in the occupancies and locations as set forth in section 1003.2. For special provisions on hazardous chemicals and magnesium, and calcium carbide, see Section 1001.9 and Articles 79, 80, 81. For all occupancies except Group R and Group U an automatic sprinkler system shall be installed as follows: (1) New structures which are in excess of the maximum allowable areas as indicated on Table 1003-A for the appropriate type of construction. (2) Existing structures to which an addition creates an area in excess of the maximum allowable area as indicated on Table 1003-A for the appropriate type of construction. (3) Existing structures with an area in excess of the maximum allowable area as indicated on Table 1003-A for the appropriate type of construction which are remodeled, added to or altered, except for ordinary maintenance and repair not involving structural alterations, when the cost of such work within any 36 month period exceeds $50,000. (4) New and remodeled structures over 30 feet in height or requiring a fire flow in excess of 2000 gallons per minute as determined by the ISO 94 UFC pg. 7 Guide to Determine Fire Flow 1974, or those structures which require a fire flow in excess of the capability of the available water supply. Table 1003-A TvDe of Construction . . Maximum Allowable Area (in square feet) Type I F.R. 10,000 Type II F.R. 10,000 Type II 1-HR 10,000 Type II N.R. 1 0,000 Type III 1-HR 8,500 Type III N.R. 7,000 Type IV 4,000 Type V 1-HR 4 000 TypeV N.R. 4 000 Types and fire ratings have the meaning indicated in Table 5-B of Appendix VI- D to the Uniform Fire Code. 9. UMC Section 5217 is amended as follows: Section 5217 - Section 1003.4 of the Uniform Fire Code is amended by adding subsection 1003.4.1 to read as follows: Section 1003.4.1 - Separation Walls. Structures which are larger than the maximum allowable area 94 UFC pg. 8 according to Table 1003-A for the appropriate type of construction, but which are divided into spaces that are less than the maximum allowable area by approved area separation walls, need not be equipped with approved automatic fire sprinkler systems when otherwise required by Section 1003.2.1 (1), (2), (3) or (4). 10. UMC Section 5221 is hereby amended to read as follows: Section 5221: Section 7902.2.2.1 of the Uniform Fire Code is amended to read as follows: Section 7902.2.2.1 - Locations where aboveground tanks are prohibited. The storage of classes I and II flammable or combustible liquids in above-ground tanks outside of buildings is prohibited, except as further provided in this section. EXCEPTIONS: 1. Tanks used for motor vehicle fuel-dispensing when enclosed within a flammable liquid storage vault constructed in accordance with the standards set by the Fire Chief. 2. Applications involving farms and construction projects as identified section 7904.2 of the Fire Code. 3. When the storage facility is located and constructed in accordance with the following requirements and standards: A. No such tank shall be used without first securing a Fire Department permit from the Fire Chief in accordance with the procedures provided in the Uniform Fire Code. 94 UFC pg. 9 B. Tanks shall be of an approved and listed type with minimum double wall construction, consisting of an interior shell compatible with the liquid being stored and a secondary containment shell with monitoring equipment to detect leakage. The outer shell shall be constructed of steel or other approved material. The space between the inner and outer shell shall be filled with an approved, non- combustible insulating material. The tank shall have a "two-hour" fire rating. Tanks shall be installed and maintained as recommended by the manufacturer and as required by the Fire Code. C. Tanks shall be of the horizontal type. Tank size is limited to 20,000 gallons aggregate and no single compartment of the tank shall be larger than 10,000 gallons. Each site shall be limited to 20,000 gallons total. D. Tank sites shall be prohibited in residential areas. Tank sites shall be accessible via an all-weather surfaced roadway, with minimum 20 foot width. Tanks shall be surrounded by not less than 150 foot clearance to any property line, building, public way, or any other feature determined by the Fire Chief to be a potential exposure to or from fire. E. The tank site shall be surrounded by security fencing (six feet high minimum) to restrict access to the tank area. Gates in the fence shall be locked except during transfer operations. Locks on gates shall provide for Fire Department access with a "Knox" brand key vault or control. Tank controls and openings shall be securely locked except during fuel transfer. Access to the tank area shall be limited to tank vehicles to on-load or off-load product and vehicles required for site maintenance. 94 UFC pg. 10 No fueling is permitted from the tank. F. The tank itself shall be mounted on a reinforced concrete slab engineered to support the full tank, extending beyond the exterior edges of the tank. The tank shall be sufficiently anchored to protect it from excessive movement during an earthquake or flood. G. The tank shall be surrounded by bollards. Bollards shall be (1) spaced at maximum four feet on center; (2) at least three feet high; (3) set in concrete to a depth equal to the height; (4) constructed of six inch diameter filled steel pipe; and (5) protected from corrosion. H. Fire extinguishers shall be located as required by the Fire Chief. I. An emergency shut-off switch shall be provided for tank pump(s) at a location approved by the Fire Chief. J. A fire hydrant capable of supplying 1000 gallons per minute shall be located between 200 and 400 feet from the containment area, adjacent to the access roadway. K. Approved Aqueous Film Forming Foam (AFFF) shall be supplied by the permittee to the Fire Department foam cache in the amount of 5 gallons foam for every 2000 gallons of storage capacity. L. A dike or berm shall surround the tank and tank vehicle transfer area. It shall be of sufficient size and depth to contain the total amount stored at the site. There shall be facilities to drain rain water from the containment area. No 94 UFC pg. 11 vegetation, combustible containment area. materials, drums or barrels are permitted within the M. Transfer hoses shall have check valves at both ends which prevent product flow unless hose is attached at both ends. 11. UMC Section 5223 is hereby amended to read as follows: Section 5223: Section 7902.2.2.1.1 is hereby added to the Uniform Fire Code to read as follows: Section 7902.2.2.1.1 - Existing Storage Locations. All existing storage for Class I and II flammable or combustible liquids in aboveground tanks in the City shall meet all requirements of this ordinance and the code provisions adopted hereunder. Storage tanks that, in the opinion of the Fire Chief, pose an unreasonable risk or fire hazard and do not comply with said requirements shall be removed within one year of written notice from the Fire Department. 12. UMC Section 5224 is hereby amended to read as follows: Section 5224: Section 7904.4.1.1 is hereby added to the Uniform Fire Code to read as follows: Section 7904.4.1.1 - Location of Bulk Plants. No bulk plants shall be constructed within the City limits of the City of Ukiah, except if constructed in accordance with section 7902.2.2.1 of the Uniform Fire Code. 94 UFC pg. 12 13. UMC section 5500 is amended to read as follows: Section 5500'- Repealer. Uniform Fire Code Section 1102.3 is repealed and the regulations of this chapter govern outdoor burning. This Ordinance shall be published as required by law in a newspaper of general circulation published in the City of Ukiah. Section ~. This ordinance shall become effective 30 days after its adoption. INTRODUCED by title only on this day of the following roll call vote: ,1995 by AYES: NOES: ABSENT: ABSTAIN: FRED SCHNEITER, MAYOR ATTEST: CATHY MCKAY, CITY CLERK 94 UFC pg. 13 PASSED AND ADOPTED on this following roll call vote: day of ,1995 by the AYES: NOES: ABSENT: ABSTAIN: FRED SCHNEITER, MAYOR ATTEST: CATHY MCKAY, CITY CLERK 94 UFC pg. 14 MEMORANDUM DATE: TO: FROM: SUBJECT: November 1, 1995 Mayor Schneiter and Members of City Council Candace Horsley, City Manager Emergency Items - City Council Meeting of November 1, 1995 Under GC Section 54954.2(b)(2), there is a need to take immediate action on four items which came to the attention of the City Council subsequent to the agenda for this meeting being posted. The items can be placed on the agenda upon a two-thirds vote of Council. Those items are as follows: 1. Sale of Surplus Ambulance (Fire Med 4) This item would have normally been added to your Consent Calendar, however, there was a misunderstanding relative to the need to have the item declared as surplus. Due to a pending sale, it is necessary for the Council to consider this item prior to the next meeting. 2. Purchase of Vehicle for Ukiah Police Department Staff is recommending approval of the proposal, as outlined in Police Chief Fred Keplinger's memorandum, and request that Council waive any further bidding requirements. 3. Consideration of Memorandum, Dated October 19, 1995, from MCOG Relative to 1 Eel River Pump Project City Councilmember Richard Shoemaker will be presenting a report to Council relative to this item. After discussion, direction to staff would be appropriate. Closed Session - (Conference with Le,clal Counsel, Anticipated Liti,clation - Si.clnificant exposure to liti,qation pursuant to Subdivision (b) of Section 54956.9 (1 case) Due to recent discussions with the City Attorney, it is requested that Council meet with the City Attorney to discuss how to proceed in responding to the Clean Water Act Claims by Ashoff, et al. 4:Can:MC_,C11 ITEM NO. Emergency item MEETING DATE November 11 1995 AGENDA SUMMARY REPORT SUBJECT: SALE OF SURPLUS AMBULANCE (FIRE MED 4) The Ukiah Fire Department currently has a surplus ambulance. This vehicle is a 1987 Ford/Wheeled Coach ambulance with at least 167,000 miles. The vehicle was purchased used from a bay area company for the start-up of our ambulance service in 1991. To date we have attempted to sell this vehicle through the methods listed below. The asking price was $7,000 in each instance. A. Listed the vehicle with Ackerman Emergency Equipment, an Eldorado Hills (Sacramento area) based company and provider of our new ambulance. No interest. B. Listed the vehicle with Lee Anderson Associates, a Reno, Nevada based company and provider of our ambulance billing service. No interest. C. Advertised the vehicle in AUTO WEEKLY, a Santa Rosa based advertiser with broad based circulation in our region. No interest. D. Displayed the vehicle with FOR SALE sign at Station 34 (North Fire Station) for four months. A few inquiries were taken and one bid was submitted. The single bid is discussed below. Continued on Page 2. RECOMMENDED ACTION: Declare the vehicle known as Fire Med 4 to be surplus property and authorize sale of the vehicle to Miksis Services, Inc. for $5,000, AS IS/WHERE IS with no warranty, written or implied. ALTERNATIVE COUNCIL POLICY OPTIONS: Declare the vehicle known as Fire-Med 4 to be surplus property. Department staff to further advertise the vehicle for sale. Direct Fire Acct. No.: N/A Acct. No. (if NOT budgeted) Appropriation Requested: N/A Citizen Advised: N/A Requested by' Fred W. Keplinger, Director of Public Safet~ Prepared by' Roe M. Sandelin, Fire Operations Chief ~ Coordinated with: Candace Horsley, City Manager Attachments: SALE OF SURPLUS form dated 10/3/95 Bid from Miksis Services, Inc. APPROVED BY AGENDA SUMMARY REPORT SALE OF SURPLUS AMBULANCE (FIRE MED 4) NOVEMBER 1,1995 PAGE 2 Due to a misunderstanding among Fire Department staff about disposal of surplus vehicles this advertising was done without actually having had the vehicle declared surplus by the City Council. Therefore we are asking for that determination to be made at this time. Further, a bid in the amount of $5,000 has been received from Miksis Services, Inc. A copy of the bid is attached. Given the fact this vehicle has been advertised extensively and that only a single offer has been received, it is recommended to sell the vehicle to Miksis Services, Inc., AS IS / WHERE IS, with no warranty written or implied. Funds received from this sale are to be credited to the Ambulance Fund Miscellaneous Revenue Account 680-0900-905. NOV 01 '95 08:41AM CITY OF U<IAH - PURCFASING DEPT. P.1 [ITV OF UKIFIH 300 SEMINARY AVE. UKIAH, CA 9§482 COMPLETE T~IS FO~i AND SUBMIT TO SALE OF SURPLUS OR OBSOLETE #ATERIALS/USEO £QUIPHENT AND SUPPLIEs__ . REVENUE ACCOUNT NUMBER: DEPARIM N;: · QUANTITY -. QUANT I TY SOLD t _ i DESCR ! PT ! ON '/?gl C ~ ¢~r,c ~_.',' ; I ', IESTIHATED SALES VALUE PRICE DATE / A,;'l // -_ .I m_ i 707 433 8037 HIKSIS SVC INC. 10/30/95 13:44 POI iii ii i,l, 1I%' ,I,1,1; i{ ili]!{i' " '~I1{,ii"'"" Ill II I ' I I llillll Ill Ill lilll, l il I,.,,,.~ m~ : ;,,,,,, ·,l,l,_{: il ,J,i,.',i 'il JJ i MIKSIS SERVICES INC. Lic. #544S30 P.O. Box 591-1. Healdsburg, CA 95448 ~ (800) 287-803'4 . (707) 4,33-8053 · FAX (707) 837-8173 ITEM NO. 8a DATE: November 1, 1995 AGENDA SUMMARY REPORT SUBJECT: ADOPTION OF THE HOUSING ELEMENT UPDATE TO THE UKIAH VALLEY GENERAL PLAN SUMMARY: The Housing Element of the City's General Plan is mandated by State law, and is intended to ensure adequate provision of housing for existing and projected needs, including regional share, for all economic segments of the community. Indeed, Housing Element Law is quite explicit in requiring that the Housing Element consist of an identification and analysis of existing and projected housing needs and a statement of goals, policies, quantified objectives, and scheduled programs for the preservation, improvement, and development of housing. Further, the Housing Element shall identify (Continued on page 2) RECOMMENDED ACTION: Adopt the proposed Housing Element. ALTERNATIVE COUNCIL POLICY OPTIONS: 1. Further revise the Housing Element, and adopt it with the understanding that staff will make the necessary corrections without returning to Council. 2. Defer adoption of the Housing Element, and remand to staff for corrections as may be articulated by City Council. Appropriation Requested: N/A Citizen Advised: Legal notice posted and advertised as part of the General Plan. Requested by: City Council Prepared by: Robert Sawyer, Planning Director Coordinated with: Candace Horsley, Interim City Manager Attachments: Draft Resolution adopting the Housing Element Draft Housing Element (attached to Resolution as "Exhibit A") Letter (Aug. 29, 1995) from Dept. of Housing & Comm. Development cand~ce H0rsley, Interim City ~ar~ger Page 2 adequate sites for housing, including rental housing, factory-built housing, and mobilehomes, and shall apply the quantified objectives to all economic groups. The Housing Element is unique in that it must be reviewed by the State Department of Housing and Community Development (HCD), and the local agency is required to consider the findings of HCD in its adoption process. Basically, HCD checks the draft element for compliance with State Housing Element Law, and assists the agency in crafting an element that satisfies the law. As the Council is no doubt aware, the draft Ukiah Housing Element was developed over a long period of time, and, more importantly, was reviewed by HCD for legal compliance throughout the process. During its review, HCD provided the City with countless recommendations to make the document comply with State law, and City staff responded by including virtually all of their requested revisions in order to ensure that the document would eventually be certified by the State. Accordingly, HCD's most recent correspondence to the City indicates that we now have a Housing Element which satisfies the law, and, once the Council adopts it, HCD is prepared to formally certify the document. HCD's letter on this subject is included for Council's consideration. Last, as the Council is also aware, the Housing Element was developed along with 13 other elements during the monumental task, and four-year process of updating the City's entire General Plan. While it has always been staff's intention to have the Housing Element adopted in the context of Council's review and approval of the entire Ukiah Valley General Plan, HCD very recently informed the City that the Housing Element should be adopted by the City in early November, and expediently transmitted to HCD for their formal certification review. Evidently, the status of block grant applications could be jeopardized if the element is not adopted in an expedient manner, and, unfortunately, the entire General Plan is not yet ready to be considered by the Council. Accordingly, staff has decided that the Housing Element should be forwarded independently to the Council for adoption so that we can submit it to HCD for certification, and remain in good stead for block grant funds. In any case, it should be noted that the entire General Plan, including the Housing Element, was reviewed by the Council during the month of May, 1995, and both received conceptual approval on June 10, 1995. RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UKIAH ADOPTING THE UKIAH VALLEY GENERAL PLAN HOUSING ELEMENT UPDATE WHEREAS, 1. State of California Housing Element Law (Division 1, Chapter 3, Article 10.6 of the Government Code) mandates that each local agency in the State of California prepare and adopt a Housing Element, which is a policy document intended to ensure adequate provision of housing for existing and projected needs, including regional share, for all economic segments of the community; and 2. Government Code §65585 (b) requires that the State Department of Housing and Community Development (hereafter known as "HCD") review the City's Housing Element, and make findings as to its compliance with State Housing Element Law; and 3. Government Code §65585 (h) requires that the City review and revise, if appropriate, the adopted Housing Element at least every five years; and 4. The City of Ukiah previously developed a Housing Element and had it adopted by the City Council in 1985 (Resolution No. 86-24), and had same reviewed and certified by HCD; and 5. The City of Ukiah has prepared, in concert with its General Plan update, a revised Housing Element to update the 1985 element, a draft of which has been reviewed for State Housing Element Law compliance by HCD; and 6. The City has changed the draft Housing Element amendments to substantially comply with Article 10.6; and 7. The City Council reviewed and conceptually approved the revised draft Housing Element during its publicly noticed hearings on the Ukiah Valley General Plan, conducted during the months of May and June, 1995; NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Ukiah hereby approves and adopts the 1995 Housing Element update, attached and labeled as "Exhibit A", and directs its Director of Planning to submit the adopted amendments to HCD for review. PASSED AND ADOPTED on November 1, 1995, by the following roll call vote: AYES: NOES: ABSTAIN: ABSENT: Fred Schneiter, Mayor ATTEST: Cathy McKay, City Clerk City of Uldah il~ Mendoclno Coun~ EXHIBIT A (Housing Element, pp. 1 - 55) Ukiah Valley General Plan and Growth Manaqement Pro.am VI.1. Housing *:o Page 1 I HOUSING HE HOUSING ~ is one of the mandatory General Plan elements. It intended by the Legislature to ensure that all local governments contribute to meet state housing goals. The Legislature intends that the Housing Element is to be implemented to the best efforts the City is capable of achieving? This ele- Table VI. 1-21: Population and Minority Data mcnt must meet detailed statutory guidelines for content, in addition to ensuring that all policy programs are consistent with the re- mainder of the General Plan. The Housing Ele- ment covers a ten year period- the General Plan's short and intermediate 'planning periods -- with emphasis on the first five years. The Housing Ele- meat is the only Element that must be reviewed and approved by the State with the responsibility resting with the Department of Housing and Community Development. The Housing Element policies are only applicable within the City limits of Ukiah. 1.01 Introduction The Land Use Element identifies the desired location and density of new housing in the City. The Housing Element focuses on the shelter needs. A primary goal of the Housing Element is to conserve existing stable neighborhoods and Total Population 11,881 Pct. 14,599 Pct. ,..::::....- =============================== :::::::::::::::::::::::::: ..~-.~.--~:~.-~- :::::::::::::::::::::::::::::::::::::::::: · · · Total 778 1709 ~i~':': ~'i~'!i~i ...................... ~*~*"*::~:':**'":~":':':'"~ "':':~*'~":~:~?'::":' ..... ~ ~ :::::::::::::::::::::::::::: · ..;..;:..'..' ..:.'..7:.v::.w::.'.'.'..'.':.':.w.w:::::.'::.':~' ':.'::.'.':.w:;:. ..... '",w' v-'...' ...... '-...'.'.'-'.'.'-'.'.'.'-'-'.'.'.'.'.'.'.'.' encourage housing in areas where new housing needs are identified. In order to calculate the maximum number of new dwelling units that can be constructed on the existing residentially-designated lands, ail undeveloped parcels zoned for residential land uses in the City were inventoried. This inventory is produced in Table VI.5-30 on Element page 15 as lands suitable for new housing, undeveloped parcels are assigned maximum density as permitted by the existing zoning distric~ The Housing Element also addresses the quality of the built environment and promotion of affordable housing. Housing needs of specific groups are addressed where reliable information was available. 1.02 Population projections and build-out ~Government Code {}65581. Adopted by the City Council: September, 1995 EXHIBIT A (Housing Element, pp. 1- 55) Uldah Valley General Plan and Growth Management Program City of Uklah il~ Mendoelno County, California VI.1. Housing ~, Page 2 The proposed General Plan anticipates continued residential and population growth, as well as expansion in economic activity, in the Ukiah Valley over the planning period which extends to the year 2015. Economic expansion would be the result of 24,000 continuing population growth in the area and independent economic development 22,000 activities. ,~ 18,000 16,000 14,000 12.000 - 10,000 - 1980 1985 1990 1995 2000 2005 2010 2015 Year Figure VI. 1-JJ: City of Uklah Population Trends and Projections The General Plan will shape the intensity, location and distribution of growth during the planning period. However, the mount of growth which can be expected during the planning period will be regulated primar- ily by the prevailing rate of growth in the area regardless of the provisions of the General Plan. For the purposes of en- vironmental assessment, assump- tions have been made about expected residential, commercial and industrial growth, with related circulation improvements. 1.02.01 Current population information The City of Ukiah had a population of 14,599 in 1990, according to the final 1990 US Census Data provided by the California Department of Housing and Community Developmem. The population was housed in 5,825 housing units (dwellings) covering 5,666 households. Of the dwelling units, 2,850 (48.93%) were owner occupied, 2,812 (48.27%) were renter occupied. The remaining 163 housing units (2.80%) were vacant. The California Department of Finance Population Research Bureau prepares official estimates of population between census data collection. The Dep~ent estimates that the City's 1995 population is 15,783, a growth of 8.11 percent over the five year period. This is lower than the City and Planning Areas' typical 2~ percem annual growth rate. 1.02.02 Population projections The probable maximum annual growth rate for residential development is about two percent per year, which compounds to a simple annual growth rate of about 2½ percent annually. Between 1980 and 1990 the growth rate was just over two percent per year.37 With a 1995 estimate of 6,364 City as a base, residential development over the twenty year planning period may result in about 2,804 new dwelling units within City. This increment of growth represents an increase of about 44 percent in the total number of units currently existing in the City. ~United States Census Data compiled for the 96067 zip code by CACI, Arlington, Virginia (Beltsville, MD: CompuServe Census Data Forum, June 20, 1992), Screen 1 of 2. Adopted by the City Council: September. 1995 City of Uklah ~ Mendoclno County Uldah Valley General Plan and Growth Management Program VI.1. Housing 4, Page 3 Development patterns in thc City will generally follow thc zoning and development patterns that have occtm~ over the past twenty years. The 1995 City limits are approaching complete build-out, although there is adequate land area within the City to meet the short-term housing needs allocation. The General Plan provides for a central focus to bring urbanized lands into the City. Although there is a significant level of urban development within the proposed Sphere of Influence (also part of the adopted Sphere of Influence that exists in 1995), most of this is within the unincorporated area. The more focused limitations on urban development are based on a combination of policy programs, including lack of secondary access for fire protection and general access, lack of public facilities, and a desire to maintain rural appearances in the unincorporated Valley. The acreage to be developed during the life of the Plan is likely to be less than the acreage of the areas available for development within the City. The "build-out rate" of acres consumed is based on the rate of demand for housing and economic development. In the fifteen years between 1980 and 1995, the population of the City of Ukiah increased by 49.68%, approximately 3.31 percent per year. This growth rate dropped to less than two percent per year in the past five years. If all parcels were to develop, the City would experience a growth rate in excess of 4½ percent per year a growth rate nearly twice the historic pattern for the City of The credible buildoutaa figure is based on the rate of land consumption that is most likely to occur over the life of the General Plan. Credible buildout is the 44 percent growth factor projected over the twenty-year life of the Plan. Population projections -- developed from data prepared by the California Department of Finance, Population Research Bureau -- projects that the City's population will increase from an estimated 15,783 in 1995 to 22,739 in 2015. The population increase includes mm~mcd areas that the City could ~~iii~ annex, because at maximum development density within the existing City limits, the maximum incorporated population is 19,900. 1.03 Public Participation Incorporating an intensive public participation process for the entire General Plan, the Housing Element was also prepared by a Citizen Advisory Committee representing all economic segments of the community in the updating of the entire General Plan, including the Housing Element. The Citizen Advisory Committee, the Growth Management Steering Committee, and the Low-Moderate Income Housing Advisory Committee were all involved in the process. The various committees included representatives from Nuestra Casaba Mendocino County-funded Hispanic Housing Agency, the Northern Circle Housing Authority--a aSThe projected growth and development that is likely to occur during the life of the Plan is called credible buildout. Buildout is the maximum development of the City. The terms are discussed in Section II.5 of the Introduction and defined in Chapter IX, the Glossary to the General Plan. Adopted by the City Council: September, 1995 Uidah Valley General Plan and Growth Mana:je~t Program VI.1. Housing 4. Page 4 City of Uldah ~ Mendoclno County, California US Housing and Urban Development-funded Indian Tribal Housing Agency, and local housing advocacy agencies---such as the Community Development Commission and the Rural Community Housing Development Corporation. Ukiah's multi-cultural community members were involved at every level of the process. The following members of the Housing Element Citizen Advisory Committee were responsible for preparing the foundation to the goals and policies that have been expanded and incorporated into the Housing Element: 1.03.01 Housing Element Citizen Advisory Committee To develop the General Plan revision and Growth Management program, the Ukiah City Council appointed fifteen Citizen Advisory Committees, one for each element, including Housing. The work of the Citizen Advisory Committees is detailed in Chapter II to the General Plan. The Housing Element Citizen Advisory Committee worked independently of the other committees to develop its policy recommendations for the Housing Element. The committee met approximately twenty-four limes over a period of over two years to discuss housing issues, oppommifies, constraints and strategies for Ukiah. The committee reviewed the draft document in May, 1992. The committee prepared the Preliminary Action Program for the Housing Element. Housing Element Citizen Advisory Committee members: Martin Bradley Irene Hardie Susan Crane Inge Dietrich Robert Castellanos Karen Poplawski Ron Cole Lyn Wood Angie Svendsen 1.03.02 Public comments during the scoping process During the process of developing the Housing Element, a number of comments and recommendations were received by the City from various individuals and organizations. 1.04 Evaluation of previously certified Housing Element Ufinlikc other clements of the General Plan, the Housing Element must be reviewed and updated every ve years. California law requires that the update include an evaluation of programs approved in the prior Housing Element to report to accomplishments. This section of the Housing Element provides the evaluation of the last certified element. le The City Planning Commission shall continue to review the Zoning Ordinance and Subdivision regulations to eliminate those items which decrease housing availability and affordability, but do not effect public health or safety. Annually in March, a complete review of the ordinance will be undertaken. Status: A complete review of the Zoning Code was completed by the Planning Commission in late 1992. These comprehensive revisions are being held until the revised General Plan is implemented. Staff has not yet completed an analysis of which modifications would have a significant on availability or affordability of housing. Housing availability and affordability are key issues in the General Plan effort. Because the General Plan revision is currently in progress, a complete review of the ordinance will be conducted once the General Plan is implemented. Evaluation: A complete review of the zoning code each year is impractical. Such a review should be scheduled appro~timately every three years. Implementation of the General Plan will include Adopted by the City Council: September, 1995 Adopted by the City Council: September, 1995 Ukiah Valley ~en~, al Plan and (~row~ Management Pr~,~ ~1.1. Housing ~, Page 6 CRy of Uklah il~ Mendoclno County, California housing units on Mulberry StreeL The majority of units constructed in the last ten years have been in the affordable range with most being subsidized through a recognized program. Evaluation: The City is required to participate in the Mendocino Council of Government's (MCOG) Fair Share Plan. This action item is appropriate to ensure local input to the regional allocation. e The City will generate on an annual basis appropriate housing related information using, as the basis, the various analyses provided in the Census. City staff shall report progress on implementation of the Housing Element annually in February. Stat~$: The distribution of usable federal Census data has been extremely slow. In addition, State Department of Finance estimates since 1990 have not been as extensive or comprehensive as before. The General Plan and Growth Management Revision Program should provide the most reliable, updated information available. This evaluation comprises the annual progress report. Evaluation: The City depends upon the State Department of Finance for population projections and housing unit information. The new General Plan data can be used, but the resources are not available to provide in-depth analysis on an annual basis. The annual review of progress on the Element is an additional administrative activity which does little to increase the actual production of housing units. It would seem more efficient to conduct the review effort in conjunction with the State mandates for updating the Housing Element. e The City of IJkiah shall support the Mendocino County Housing Authority/Community Development Commission as having primary responsibility for the following activities: application for CDBG funds, administering funds secured under State or Federal housing programs, providing assistance to developers of low and moderate income housing, managing public housing units or rental assistance programs. Local churches will be asked to inventory church holdings suitable for development of low or moderate housing, or a homeless shelter. They will be asked to provide leadership in developing the properties. Service clubs will be asked to assist in these efforts. Status: CDC is the primary resource for CDBG rehabilitation activities. Because of the difficulty in marketing rehabilitation grants and loans, the City has not pursued this activity recently. Currently, the City is processing a CDBG Planning Study to analyze the homeless population and prepare funding applications for at least two facilities for the homeless mentally ill and homeless families with children. A large number of Article 34 units remain available. Evaluation: Local churches have not been requested to inventory or assess any vacant land, though they are organizing to address sites to provide weekend meal services to the needy. Similarly, there has been no request of service clubs for special housing projects. Continued support of CDC is very appropriate. CDC will become more involved in actual administration of citywide housing programs. CIX2 expertise will continue to be called upon to provide assistance to developers and to manage public housing. Adopted by the Clly Council: September, 1995 CI~ of Uldah il~ Mendoclno Coun~ Ukiah Valley General Plan and Grow~ Management Program VI.1. Housing 4, Page 7 7. The City shaH educate the public in the need for affordable housing. Status: A comprehensive educational program on affordable housing has not been developed. However, some inform_afl_'on has been distributed through the City's bi-annual "Community Newsletter" and Redevelopment informational flyers. Evaluation: The need for affordable housing appears to be well understood throughout the community, though specific projects may cause the "NIMBY" (''not in my backyard") syndrome because of low and moderate income connotations. The priority should be placed on efforts to produce the housing. 8. The City shall implement residential density bonus programs as provided for in State law and controls for resale by June 1986. Status: The City has implemented the density bonus provision of State law. Current policy stipulates that density bonuses will be granted in favor of other incentives. This provision was most recently used in the senior citizen project on Bush Street. Evaluation: 7his action item has been completed. Bonuses have been granted and the City Council is to adopt an ordinance addressing state law requirements at their December 1, 1993 meeting. 9. The City will support and provide information to agencies charged with implementation of anti-discrimination regulations. Status: All requests for discrimination information are currently referred to Redwood Legal Assistance, the District Attorney's Office, and the Fair Employment and Housing Department. Evaluation: The continued referral of such inquiries to the designated agencies is appropriate, as the City does not have the expertise or resources to address, in adequate detail, these matters. 10. The City will encourage attempts to maintain existing housing stock through maintenance and rehabilitation grants. A procedure should be developed by December 1986, in which demolition permits are referred to the Mendocino County Community Development Commission for rehabilitation and other available means of maintaining the unit in a residential character. Status: As noted earlier, CDC is the lead agency for rehabilitation grants and none have been applied for in the last two years. CDC has been advised of demolitions with the hope that rehabilitation could occur. CDC is actually not prepared at this time to deal with existing traits; their programs are more oriented toward new construction. Demolitions are reviewed by the City Council, with recommendations from a newly constituted Demolition Permit Review Committee, comprised of the Chairman of the Planning Commission, and representatives of the building industry and general public. Evaluation: The Community Development Commission has indicated a preference to work with committed property owners and existing qualified housing. The City will continue to discuss demolitions with interested agencies. Specific reference to CDC should be eliminated and this item should be added to the list of potential implementation measures. 11. The City shall continue to inspect existing rental units upon written request, but at a reasonable cost, with a report presented to the owners and the occupants outlining the health and safety Adopted by the City Council: September, 1995 Uldah Valley General Plan and Glrowlh Management Pr(x3ram VI.1. Housing 4, Page 8 City of Uldah dl~ Mend~lno County, CMIfornla dangers (if any) and requiring compliance with the Housing Code, pursuant to Revenue and Taxation Code Section 17299 and 24436.5. StatllS : Eval~n: The City continues to provide building inspections upon request Though the property owner is notified, the system has been improved to accommodate tenant inspection requests. This procedure is effective and has resulted in some housing upgrades. Continuation is appropriate. 12. City staff will assist the Community Development Commission to prepare a summary of available rehabilitation loan programs and also study the feasibility of marketing revenue bonds to raise additional monies for this purpose. Status: CDC maintains information regarding rehabilitation; however, as noted earlier, marketing and administration of these programs is difficult. It is not the highest priority for local housing providers or most cost effective projects at this time. Some individual applications for Redevelopment Housing Set-aside Funds have been reviewed by the Low and Moderate Income Housing Advisory Committee but not funded because of the low efficiency factor. Revenue bonds at the local level are not the best method to finance rehabilitation efforts. Rehabilitation of individual single family homes, although important, conserve housing for one family at a time. For more families to be served with limited dollars, the programs focus on rehabilitation of multi-family housing so that more people and housing units are served by available dollars. Evaluation: This matter is still valid. The City has adopted the State Historic Building Code as well as the Uniform Code for Building Conservation. 13. The City will continue to preserve its architectural heritage through the State Historical Building Code and the Marks Historical Rehabilitation Act of 1976. Status: A proposed historic preservation ordinance was discussed by the Planning Commission with an ad hoc Historic Preservation Committee, but the entire issue was deferred to the General Plan/Growth Management Plan program. Evaluation: This matter is still valid. The City has adopted the State Historic Building Code as well as the Uniform Code for Building Conservation. 14. The City will continue to work with the Community Development Commission to locate and acquire sites for resale to developers or annual builders of housing for low and moderate income persons. Status: Evaluation: A minimal number of housing sites are located within the corporate limits. The City continues to work with CDC and other non-profit housing organizations to secure available sites. The City is reviewing various programs, particularly site acquisition, for continued use of redevelopment funds. With the few sites and minimal financial resources available, this particular item has not been accomplished. Though the City works closely with the Community Development Commission, this action item is too specific. Property purchase and resale is one of many implementation measures which can be pursued. Adopted by the ¢~ Councl: September, 1995 City of Uldah ~ Mendoclno County Uldah Valley Genera] Plan and Growth Management Program VI.1. Housing ~, Page 9 15. A study of the utilization of performance standards instead of specification standards shall be completed and reviewed by the Planning Commission and Council by June, 1986. A study of "performance standards" in zoning and subdivision regulations has not been performed. This is to be incorporated into the implementation phase of the General Plan in conjunction with the update of the zoning code. Currently, Planned Development zoning comes the closest to performance standards within the City. Evaluation: Thc Growth Management/~ne~ Plan includes provisions to move towards a performance- based zoning ordinance of the recommended implementation of the General Plan. The proposal is valid though the timeframe must be revised. 16. The City shall participate with the County in their assessment of farm worker housing conditions and determine appropriate actions to pursue. This assessment is to be completed by January 1989. Status: The County Housing Task Force, which was to address this issue has been inactive for several years. The County's recently (April 1993) revised Housing Element addresses farm worker housing for permanent and migrant situations, but does not identify locations or specific standards. Evaluation: The County's assessment of farm worker housing is complete and incorporated in their Housing Element adopted in April 1993. This item should be deleted. 17. The City shall continue to support efforts by the existing Emergency Housing Task Force and encourages that body to report to the Planning Commission. Status: The Emergency Housing Task Force is no longer in existence. The City has adopted zoning code provisions for emergency shelters. Ford Street Project and Project Sanctuary provide shelters wi_thin the corporate limits accounting for 34 beds. Evaluation: The Emergency Housing Task Force no longer functions. The City participates with the Ford Street Project, Ukiah Commtmity Center, Plowshares, and other appropriate entities to address the emergency shelter issue. This item should be deleted. 18. The City will notify the School District of any major development that may have impact on the local school system. Status: The Ukiah Unified School District is contacted regarding all subdivisions and major commercial projects. Also each building permit with new residential or commercial space requires School District approval of school impact fees. There is an agreement between the Ukiah Unified School District and the Redevelopment Agency relative to impacts caused by increased development. Adopted by the Oily Council: Septerrbar, 1~g5 VI.1. Housing 4, Page 10 City of Uldah il~ Mendoclno County, California Evaluation: This is standard planning procedure which occurs through public noticing, environmental review, and participation in the Growth Management/General Plan process. Table VI. 1-23: Population displayed by Household Type 1.05 Community profile 19. Investigate the feasibility of submitting applications for a mortgage bond allocation from the State Mortgage Allocation Committee or a Mortgage Credit Certificate. September 1987 is the deadline for this activity. Status: Mortgage Revenue Bonds have not been pursued because of their high cost to benefit ratio. The City is participating in the Countywide Mortgage Credit Certificate program administered by CDC. An application for $10 million has just been submitted to the California Debt Limitation Allocation Committee, with the effective date to be late November or early December. Evaluation: Though the deadline was not met, the City is not currently participating with the Commtt[tity development Commission in the countywide Mortgage Credit Certificate program. As several other action items, this is very specific and should be listed among several implementation measures to be pursued. 1.05.01 Population The City's population is primarily White with limited numbers of Blacks, American Indians, and Pacific Islanders. Whites represent 88% of the population, down from 92% in 1980. The fastest growing group in Ukiah is Hispanic persons of all races. Population and race data for 1980 and 1990 are shown on Table VI.5-21. 1.05.02 Housing stock The number of housing units in Ukiah has increased by approximately 20% between 1980 and 1990; the vacancy rate has decreased by three percent as shown in Table VI. 1--4. Ukiah's vacancy rate of three percent is indicative of a very tight and competitive housing markeL Over the ten year period, Ukiah has slightly shifted away from owner occupied units, to an even split of renters and owners. This change in the tenure of housing units can be partly attributed to the increase in two-to-four unit multi-family apartments available for rent and also the high cost of housing. Fewer people can afford to buy a home in the community, and so more people are renting. Adopted by the City Council: September, 1995 City of Uldah il~ Mendo~lno County Uldah Valley General Plan and Growlh Management Program VI.1. Housing ~, Page 11 As Table VI.~-25 demonstrates, thc fastest growing types of housing in the City are projects with two or more units (multi-family, or single family attached). The traditional single family residence has continued to increase in numbe~ however, its pro- Table VI. 1-24: Housing Stock Inventory portionatc share of all housing units has dropped from 80% to 64% since 1970. The City's position has been to allow the market to drive the types and number of housing units. Housing types containing two or more units have increased almost three fold since 1970, and projects with five or more units have shown a steady increase. From 1980 to 1990, thc entire housing stock increased twenty percent. In real numbers, mobile homes have increased in the City from 423 to 505 units, but the number of units has not in~ at the same rate as multi-family development types. 1.05.03 Income characteristics In the Housing Element, two sources of income information arc used. Thc first is the Ukiah Community Profile prepared by Pacific Gas and Electric Company (PGE) in 1991. The second source is 1990 Census data. Data also reflects "household" and "family" incomes. The median household income for households within all parts of Mendocino County in 1990 Census was $31,500 per year.~ Median household income for the City of Ukiah used in Table VI. 1-6 is $24,402. Median Table VI. 1-25: Housing units by type 1970-1990 income is the point at which half of the households cam less income each year, half earn more. Median income is useful in assessing the ability of an average family to secure housing; however, it masks issues of critical need and over payment. In addressing affordable housing issues, income brackets are divided by the Department of Housing and Urban Development (HUD) into four main categories: very-low, low, moderate, and above moderate. The very low income household cams up to fifty percent of thc City's median income. Some studies divide this in household incomes of 0-30 percent and 31-50 percent. For purposes of the housing element, the under fifty percent category is used for very low income families. Within this range are households at or below the poverty level. Low income househo/ds earn between 50-80% of the area median. Moderate income households earn 80-120%, and above moderate income households earn over 120% of the median income. Table VI.5-27 shows the number of households by income group. agMendocino Council of Governments, Housing Needs Plan, 1991. Adopted by the Cay Council: September, 1995 Ukiah Valley Genera] Plan and Growth Idanagement Program City of Uldah il~ Mendo~lno County, California VI.1. Housing ~, Page 12 The PG & E Profile projects a shift in income distribution for 1995 (see Table VI.5-27). This could be the result of salaries increasing with employee tenure or promotions or salary increases due to economic development, or in-migration of households with a higher income than is typical for Ukiah. In- migration of more affluent persons is a possibility given thc relatively affordable housing in Ukiah as compared with cornmu- nitics in northern Sonoma County. As thc Bay Area continues to grow outward, many households arc increasingly willing to commute for longer time periods to be able to afford a home and maintain a high paying job. Traffic patterns on Highway 101 indicate an increase in commute traffic from thc Ukiah Valley south to Sonoma County. Table VI. 1-26: Reported Value of Owner Occupied Units 1990 less than $50,000 $ 51,000 - 99,999 $100,000 - 149,999 $150,000 - 199,999 $200,000 + 42 834 913 315 160 37 14 7 Another type of income measurement is the "family income.''~° Mec~anfamily income for the City is $29,387, which is nearly $5,300 higher than median household income. Higher family income is often a result of two wage earners. The Ukiah Community Profile provides more income detail for City residents, as shown in Table VI.1-27. The information presented in Table VI. 1-27 does not take into account the effect of family size. The ability of a household's income to cover basic living and discretionary costs of living is partly determined by the number of persons in the household. An income of $30,000 per year for a single person household compared to a six member household is very different in terms of lifestyle and ability to secure appropriate housing. Table VI.5-28 illustrates the effect of family size in determining income groupings in Mendocino County. As part of the 1990 Census, the head of household was asked to indicate whether the residence was owned or reated. Owners were asked to report the value of the residence (See Table VI.5-26); renters were asked the amount of the monthly rental payment. Not all households answered these questions; the response rate was 80% for owners, 96% for renters. The profile of the responses has been used to generate rental and value information for all housing units in thc City. Table VI. 1-27: Household Income City of Ukiah 0 - $7,499 8.8 12.0 $7,500- 9,999 6.0 4.2 10,000- 14,999 574 7.6 10.6 15,000 - 24,999 1,009 13.4 15.3 25,000 - 34,999 941 12.5 14.3 35,000 - 49,999 1,036 13.7 18.1 50,000- 74,000 618 8.2 16.6 267 3.5 75,000 and over I Total 1.1 n°A "family" includes persons living together who are related by blood or marriage. Adopted by the City Council: September. 1995 Clb/of Uldah il~ Mendo~lno Count~ .... Uldah Valley General Plan and Growth Mana~lement Pro~rarn VI.1. Housing ~, Page 13 The median value of all owner occupied residences in the City is $113,278, up from $75,351 in 1980. The average number of rooms in an owner occupied structure is 5.4, with an average of 2.5 persons per unit. Median rent in 1990 was $416, with 25% of rental households paying $304 or less and 25% paying $513 or more. The bulk of all renters, 50%, pay between $305 and $514 per month. Rental payments do not include monthly utilities such as power and telephone. The mean number of rooms in a rental unit is 3.9, with an average of 2.46 persons per unit. The values and rents reported in the Census reflect all units, not just those which may be available on the market. 1.05.04 Number of persons overpaying for housing Mendocino County-- and by extension the City of Ukiah -- has a unique combination of high-paying industrial sector positions and lower-paying service sector jobs. This combined with a large number of single parent households result in a number of households paying more than is considered appropriate for housing. Generally, a household paying more than twenty-five percent of its income for housing is considered a household "over-paying" for housing. While homeowners with two incomes within the median or above- median category typically do "overpay" for mortgages, the more income a family has the better its ability to handle more than twenty-five percent of income for shelter. In the low and very-low income categories, high housing costs may be the difference between being able to nutritiously feed a family. In the 1990 Census Data provided by the HCD, 1,786 lower income households (earning 80% of median income or less) were paying more than a quarter of their income for housing. These households represent more than three-quarters of all lower income households. 1 A24 of the households overpaying are renters -- representing 85% of all lower income renters. The remaining 362 overpaying households are home owners. This latter group is 54% of all lower income home owners. 1.05.05 Number of Overcrowded Households By definition, a honsing unit is "overcrowded" if it has more than one person per room (of all rooms in a home, not just bedrooms). Overcrowding is an indication of high housing costs, low average incomes, limited supply of housing or a combination of all of these factors. The number of units which are overcrowded has varied from 227 in 1970 and 164 in 1980 to 381 units in 1990. Overcrowded units in 1990 represent 6.5% of all housing units, approximately the same percentage as in 1970. There are substantially more Table VI. 1-28: Poverty level by household income and family size Very Low 11,600 13,300 14,950 16,600 17,950 19,250 20,600 Lower 18,600 21,250 2,390 26,550 28,700 30,800 32,950 Median 23,250 26,550 29,900 33,200 35,850 38,500 41,150 Moderate 27,900 31,900 35,850 37,950 43,050 46,250 49,400 Adopted by the City Council: September, 1995 Uldah Valley General Plan and Growth Mana~3ement Program City of Uldah Jl~ Mendoclno County, California VI.1. Housing · Page 14 "overcrowdS" rcntal units ~ 283 than thc 98 owncr-occupicd overcrowded units.~ 1.05.06 Condition of housing In 1985, a formal "Survey of Housing Conditions" was performed. The survey identified housing units as being either structurally sound, in need of mi~or repair, in need of major repair, or beyond repair. These data were supplemented in early 1995 by estimates and information provided by area insurance agents and builders. The central and northwest portions of the City contain the greatest percentage of housing units in need of rehabilitation or demolition. This area of substandard housing is primarily located within the Redevel- opment Area. It may it may qualify for tax increment funding for improvements. According to staff at the Mendocino County Community Development Commission, the 1985 survey results are still valid; housing conditions have not changed markedly since 1985. An informal 1994 windshield inspection of areas in which there was housing in need of improvement during the 1985 survey finds that conditions are generally the same as 1985. This is a result of a combination of some homes being rehabilitated or repaired, other homes being converted to owner-occupancy and being improved by the new owners, and some homes that were "acceptable" in 1985 now falling into a "needs repair category." Based on the sampling of the areas, and allowing for a pending abatement proceeding against four homes, the City has an estimated 750 homes in need of minor repair. It is projected that there are less than 350 in need of major repair. These numbers are higher than another method of projecting units in need of repair, which assumes that the 639 units built before 1940 are in need of some form of rehabilitation.42 When the abatement proceedings are completed, there are 11 units in the City. This latter number is based on the nine of demolition permits issued since the 1990 Census, the four potentially abated units, and an estimate of the number of"in need of major repair" structures from 1985 that have drifted into the beyond repair category. The City has applied for a Community Development Block Grant which can be used to update its housing condition survey. The results of the pending application were not available at the time the Draft General Plan was approved by the City of Ukiah Planning Commission. 1.06 Inventory of land suitable for residential development providing opportunities for new housing development -- in addition to compiling statistical data available from diverse sources -- is an objective of the Housing Element. The City compiled a complete inventory of all undeveloped parcels within the incorporated limits which have the potential of being developed for residential uses. The following three tables provide this information. Table VI.l-10 is a ~]mmary of the land use inventory in a format that matches the review sheets for the Department of Housing and Community Development. Table VI.l-11 is an actual inventory of undeveloped residential parcels compiled in 1994. Table VI.l-12 is an inventory of non-residential properties. Table VI. 1-29: Summary table of Vacant land within the City limits suitable and zoned for residential use a~1990 Census Summary Tape File lA. 421990 Census, STF 3A. Adopted by the City Council: September, 1995 City of Uklah ~ Mendoclno county , , uIdah Valley GeneraJ Plan and Growlh Management Program VI.1. Housing 4. Page 15 Single family Multiple family Mobile homes Emergency shelter and transitional housing Sites with residential development potential during the life of the Low Med-Low Mad High High Low Med-Low Any zone other than Industrial All identified 195.43 66.87 Based on application All available All available 1-5 6-7 2.51 8-14 15-28 1-5 6-7 N/A 1-28 Adequate Adequate Adequate Adequate 2.51 2.51 N/A 2.51 Element Currently non-residential Other Total lots Table VI. 1-30: Inventory of undevel~ residential use~ 38.32 11.08 311.70 1-28 Adequate 2.51 1-28 Adequate 2.51 2.51 pad land within the City of Ukiah suitable and zoned for 001-490-94 3,000 001-470-59 6,050 001-470-61 9,1 oo i 001-470-62 9,6001 001-470-63 5,000 001-470-64 4,800 001-470-66 3,500 001-470-67 3,500 001-470-68 5,000 001-470-69 4,400 001-470-70 MLD I I MLD 1- I duplex ok MLD 2 I duplex ok MLD 2 2 duplex ok MLD 1 1 MLD MLD MLD MLD MLD duplex ok duplex ok duplex ok duplex ok duplex ok duplex ok 5,500 MLD I I duplex ok 001-470-56 4,400 MLD I I duplex ok 001-440-09 30,600 LDR/HS 2 1 001-440-10 9,000 LDR I 1 001-440-08 7,600 LDR I 1 001-440-06 8,000 LDR I 1 001-410-16 LDR 9 2 82,500 001-410-18 75,500 LDR 001-410-20 68,750 LDR LDR 11,000 9 2 8 2 1 1 001-410-29 n~his list does not include any inventory of lands outside the City limits as of May 6, 1995. Adopted by the Oily Council: September. 1995 Ukiah VaJ~ey eenera~ Pan and Growth .Management ProFam VI.1. Housing ~, Page 16 ~ of Uldah il~ Mendoclno County, Callfoml= 001-410-35 001-410-36 001-430-25 001-430-24 001-060-44 001-060-4,5 001-082-36 001-082-37 001-082-42 001-071-19 001-072-44 001-113-22 001-113-25 001-112-26 001-030-03 001-030-05 001-040-01 001-040-04 15,225 LDR 17,425 LDR 2 56,000 MHD 18 6,6OO MLD I 19,375 3,025 MLD MLD MLD 5,400 MLD 1 2,500 .MLD 1 6,300 MLD I 4,250 14,000 42,750 6,300 1,1 93,544 1,459,600 1,562,500 1,902,265 MLD MLD MLD MLD HS HS HS HS 001-040-14 389,962 LDR/HS 3 001-040~9 227,383 HS 1 001-040-55 84,942 LDR/HS 5 001-120-34 72,000 OS 001-120-02 117,612 HS 1 001-120-29 21,000 HS I 001-130-29 90,000 LDR 10 001-130-36 8,500 LDR 1 001 - 130-37 7,225 LDR 1 001-130-38 6,400 LDR 1 001-130-39 7,200 LDR 1 001-130-40 3,000 LDR 1 001-130-41 4,500 LDR 1 001-130-42 15,400 LDR 2 001-130-43 24,000 LDR 3 001-130-44 13,600 LDR 2 001-130-45 15,000 LDR 2 001-130-46 15,000 LDR 2 001-130-47 36,000 LDR 4 001-130-48 15,000 LDR 2 001-130-49 17,5001 LDR 2 9,900 8,400 001-130-50 001-142-27 LDR 55,350 MLD 001-142-28 34,000 MLD 001-142-18 7,800 MLD 001-142-39 MLD 1 1 10 multi-family I multi-family 3 0 1 1 1 1 1 2 6 1 I slopes I slopes I slopes I slopes 1 I slopes I open space 1 slopes 1 slopes 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 5 1 8 Adop{ed by the C.y Council: September. 1995 City of Uldah il~ Mendoclno County Ukiah Valley General Plan and Growth M .anagernent Program VI.1. Housing 4, Page 17 001-142-40 0 MLD 0 0 001-151-16 001-151-14 001-141-30 001-160-O8 5,000 6,375. 34,200 31,050 MLD MLD MLD LDR 341,51 0 001-171 ,-02 92,500 MLD 15 13 001-171-06 7,500 MLD I 1 001-181-17 10,000 MLD 2 2 001-183-10 15,000 MLD 2 2 001-203-31 65,500 MLD 11 9 001-203-34 14,400 MLD 2 2 001-240-08 42,938 LDR 5 1 001-230-08 LDR/HS 3 I 3,600 12,100 8,000 20,250 7,150 2,000 001-242-18 001-243-05 001-252-47 001-253-23 001-271-16 001-271-18 001-275-10 7,125 MLD MLD MLD MLD MLD LDR MLD 001-283-25 10,000 MLD 2 2 001-291-29 14,000 MLD 2 2 multi-family 001-292-14 6,300 MLD 1 1 9,100 39,000 HDR MHD 13 001-304-02 001-321-25 001-420-14 001-323-13 002-093-03 002-080-42 002-111-31 002-114-59 3 multi-family 363,250 H$ I I slopes 7,15O MHD 2 2 7,5OO MHD 2 2 MLD MLD MLD 7,200 20,600 5,000 duplex 002-102-03 15,000 HDR 10 5 002-153-14 5,400 HDR 3 2 duplex 002-146-37 10,200 MLD 2 2 002-281-02 14,375 HDR 9 5 002-281-14 13,650 HDR 9 5 002-281-15 13,650 HDR 9 5 7,000 2,700 72,000 82,925 41,578 MHD HDR HDR HDR HS MLD MLD 62,375 46 53 10 55,250 25 29 002-302~7 002-311-04 002-311-10 002-311-15 003-010-36 [Portion] 003-010-36 [Portion] 003-010-37 [Portion] duplex multi-family Adopted by the City Council: Septe~r, 1995 ,Uldah VaJley General Plan and Growth Management Program City of Uklah il~ Mendaelno County, Callfomla VI.1. Housing ,~ Page 18 003-010-37 [Portion] 65,000 HS 003-021-23 19,000 MLD 003-021-24 5,000 MLD 003-030-47 6,000 MLD 003-030-48 5,000 MLD 003-030-49 7,000 MLD 003-030-50 6,000 MLD 003-030-67 3,000 MHD 003-030-68 3,900 MHD 003-040-30 003-050-33 003-061-25 003-100-22 003-110-56 003-110-59 003-110-63 003-110-64 142,441 6,300 20,000 36,000 16,500 15,400 40,000 102,366 10,500 003-130-67 HDR HDR MLD MHD MLD 13,125 MLD MLD MLD MHD 003-471-13 22,400 HDR 003-471-22 13,125 MHD 003-471~3 13,125 MHD 003-47124 MHD 003-471-25 003-260-01 003-520-55 003-520-56 003-520-19 13,125 199,940 6,000 6,600 3,900 MHD MLD MLD MLD MLD 003-530-24 113,256 HDR 003-530-23 803,682 HDR 003-550-71 15,000 MLD 003-550~2 003-550~3 003-590-01 20,000 19,150 6,000 6,000 6,000 6,000 003-590-03 003-590-04 003-590-05 MLD MLD MHD MHD MHD MHD multi-family multi-family multi-family/sf 0 0 3 3 I 1 1 1 1 1 I 1 I 1 I 1 I 1 92 49 4 2 3 3 12 7 3 2 2 2 6 6 16 14 3 2 14 8 4 2 4 2 4 2 4 2 32 28 I 1 I 1 I 1 73 39! 517 277 2 2 3 3 3 3 I 1 I 1 I 1 I 1 I 1 I 1 I 1 I 1 I 1 I 1 1 1 I I multi-family multi-family multi-family multi, family multi-family multi-family multi-family 003-590-06 6,000 MHD multi-family 003-590-07 6,000 MHD multi-family 003-590-08 6,000 MHD multi-family 003-590-10 6,000 MHD multi-family 003-590-11 6,000 MHD multi-family 003-590-12 6,000 MHD multi-family 003-582-11 2,000 MHD 003-582-13 2,000 MHD Adopted by the Cily Council: Septen~er. 1995 City of Uldah dl~ Mendoolno County, , , Uldah Valley General Plan and Growth Management Program VI.1. Housing ~, Page 19 Abbreviations: LDR -- Low Density Residential, 1-5 dwellings/acre. MLD -- Medium Density Residential, 6-7 dwellings/acre. MHD -- Medium High Density Residential, 8-14 dwellings/acre. HDR -- High Density Residential, 15-28 dwellings/acre. HS -- Hillside Development, no development assumed. General Plan densities taken as net densities. 'Bulldout one assumes maximum density. · bBulldout two assumes minimum density under General Plan. Roads assumed at 15% of gross land area when development would result in 33 or more units. Table VI. 1-31: Parcels with residential commercial us~ 002-040-14 48,000 8 002-010-06 48,000 8 002-010-08 9,750 2 multi-family 002-030-06 60,800 10 002-040-35 20,000 3 multi-family 002-040-36 20,000 3 multi-family 002-093-04 9,900 2 multi-family 002-121-08 6,600 1 002-122-01 6,750 1 002-146-15 5,400 I multi-family 002-146-35 6,500 I multi-family 002-153-27 5,000 1 002-153-32 4,500 1 002-146-36 6,000 1 002-193-16 13,500 2 002-200-39 15,000 2 002-200-40 7,500 1 002-175-06 12,500 2 002-182-19 9,600 2 002-186-02 7,225 1 002-186-19 13,300 2 multi-family 002-217-06 21,000 3 002-218-02 6,200 1 002-218-07 4,250 1 002-232-03 15,375 2 002-232-04 3,250 1 002-247-06 104,544 17 44This list does not include any inventory of lands outside the City limits as of May 6, 1995. Adopted by the Cay Council: September, 1995 ..Uldah VaJle~ General Plan and Growth Mana~elTmnt Pro,ram VI.1. Housing ~, PBge 20 City of Uldah il~ Mendoclno County, California 002-247-04 84,070 14 002-262-05 17,000 3 002-271-01 11,500 2 002-271-02 5,500 1 002-271-03 12,600 2 multi-family 002-273-11 5,000 1 duplex 002-273-13 7,700 I duplex 002-282-01 152,024 24 multi-family 002-282-18 16,000 3 002-282-19 28,000 4 002-282-05 5,600 I duplex 002-290-01 1 002-290-43 7,500 12,000 duplex 18,450 2 duplex 002-290-44 12,000 2 duplex 002-290-45 12,000 2 duplex 002-290-46 12,000 2 duplex 002-334-71 14,400 2 002-340-28 24,000 4 multi-family 002-340-29 24,000 4 multi-family 002-340-31 160,300 26 multi-family 002-340-32 96,268 15 multi-family 002-340-33 104,108 17 multi-family 002-340-24 14,300 2 multi-family 003-030-75 18,000 3 multi-family 003-030-76 6,900 I multi-family 003-040-41 50,000 8 multi-family/sf 003-083-06 7,700 1 003-130-11 7,500 I multi-family 003-472-02 7,475 I multi-family 003-472-05 9,000 I multi-family 003-472-06 33,000 5 multi-family 003-530-14 3~ 4: multi-family 179-062-26 22,500 180-030-08 84,000 13 180-030-18 76,200 12 NOTE: Development calculated at 7 dwellings per acre. 001-470-53 41,818 P 001-060-34 9,250 P 001-060-36 11,200 P 002-010-01 307,534 P 002-281-27 112,820 P Adopted by the Cb/Council: September, 1995 City of Uklah ~ Mendoolno Count~ Ukiah V~lley GenereJ Plan and Qrow~ ~ment Program VI.1. Housing ¢. Page 21 Although housing and construction needs are discussed more specifically in later sections of this element, the City has adequate infrastructure planned for construction during the next five years to accommodate its regional fair share housing need. Additionally, the City is able to accommodate its fair share without needing to annex new territory. 1.07 Housing affordability Table VI.5-26 identifies the value of owner occupied residences. Information was collected through the Census with individuals reporting what was believed in 1989 to be the value of the home. The value reported may or may not be what could be expected for a sales price ff the unit were sold. A high housing value does not necessarily mean that housing costs are high also. Persons who have owned a home for a long period of time, or those who were able to afford a large down payment, will have proportionally lower housing costs. Housing value and housing costs apply to all units in the housing stock. However, households trying to buy a house are limited to those units which are for sale. Units available on the market at any one time may not include any of the more affordable units. The ability to afford a median priced home in Ukiah in 1991 would require an income in excess of $44,000 per year. As noted on Table VI.5-27 less than 18% of the City's households have sufficient incomes Table VI. 1-32: Monthly Rent of to qualify for this home. California's Department of Housing and Housing Units Community Development reports that 54 percent of all families are overpaying monthly shelter costs; 85% of low income families are overpaying. $ <= 250 $250 - 499 1603 I - 749 I 675 $500 I $750- 999 I 70 I $ ,ooo + j .... ....2' . .... 24.0 2.5 0.2 According to guidelines which are prepared by the U.S. Department of Housing and Urban Development (HUD) and used by many mortgage lending institutions nation-wide, households should target to spend a range from 25 to 35 percent of their gross income for rent, utilities, property taxes, and insurance. The percentage of house- holds overpaying for housing can be estimated by comparing the income profile of city residents against the price data from the Mendocino County Board of Realtors and value information of the housing units derived from the Census. Mendocino County estimated in 1985 that approximately 51% of low income and 39% of moderate income homeowners were spending in excess of 25% of their income for housing. Approximately 59% of low income and 65% of the moderate income renters were spending in excess of 25% of their income for housing.4~ The cost of building a typical "suburban" style home is in the $32,000-$36,000 range for "sweat equity" homes and $40,000-$45,000 for a "standard" home. A home with "upgrades" can be constructed in the $50,000-$55,000 range. A sweat equity home is one where the property owner provides the labor and pays for materials and site preparation and some special or complex construction work. A standard home meets FHA minimums with some extras or modest upgrades. A home with upgrades means one where the quality of materials, trim, and amenities are higher than a typical home. These prices do not include the cost of land. 4~City of Ukiah. Report on the Redevelopment Plan. 1989. p 17. Adopted by the City Council: September, 1995 .Uldah Valley General Plan and Growth IVlana~ement Program VI.1. Housing · Page 22 City of Uklah il~ Mendo~ino County, Callfom!,, 1.07.01 Assisted housing inventory There is a total of 775 units in the assisted housing inventory. Assisted units include those with (1) federally subsidized financing at below market interest rates for construction from sources such as the Federal Housing Administration (FHA) or Farm Housing Administration (FmHA); (2) units owned and operated by a non-profit or governmental agency, such as the Ford Street Project or the Community Development Commission of Mendocino County; and (3) units with Section 8 vouchers (Federally subsidized rent vouchers).~ When the federal government participates in the financing of residential construction or subsidizing of rents, it is for a specific period of time established by contract. A contract is drafted which stipulates the number of years the financed project must remain affordable. Once the HUD contracts expire, the property owner may convert the units to market rate, and they will be lost from the assisted inventory and inventory of affordable units. Units for which the term is about to expire are defined as units "at risk." None of the units in the assisted units inventory are "at risk." Orchard Manor's FmHA financing was renewed in April of 1994. However, it should be noted that Orchard Manor does have units which are under Section 8 contracts which are tied to the project and cannot be moved with the tenants. Such Section 8 contracts are set for a number of years ranging from five to forty. Many of the contracts permit owners to opt out after every five years. If the owners decide to quit the program the tenants living in those units would lose their rental assistance. 1.08 Special groups needs assessment Mendocino County prepared a Housing Assistance Plan in 1985 which was supplemented in the County's 1993 Housing Element. It is estimated that of all lower income households in need of assistance, 31% were elderly or handicapped, 53% were headed by single women and 16% were large families.47 These are the most recent data available for the City. n~Mendocino Community Development Commission. 47City of Ukiah. Report on the Redevelopment Plan. 1989. p 17. Adopted by the Clly Council: September, 1995 City of Uldah ~ Mendoclno Co_unty Uldah Valley General Plan and Growth Man_%-~e_ment Program Vl.i'. Housing ~. Page 23 Table VI. 1-13: Assisted units inventory Ukiah Autumn Leaves 37 · 92 Uldah, CA 95482~,~J uJ Total (707) 462-5550 LMSA/RAPV CONV · assisted units=92 Walnut Village 48 1240 N. Pine Street HUD §202 48 Uldah, CA 95482 New Construction Total (707) 468-9672 assisted units=48 Orchard Manor 610 N. Orchard New Construction FmHA 42 Uldah, CA 95482 §515/8 (707) 468-5810 Orchard Village 548 Ford New Construction FmHA Ukiah, CA 95482 §515/8 (707) 468-0669 Holden Street Apartments Holden at Dora Street HUD §202 Ukiah, CA 95482 New Construction 6 (702) 468-9672 Creekside Village 44 237 E. Gobbi St. HUD §202 40 Uldah, CA 95482 New Construction Total (707) 463-0721 assisted units=44 TOTAL: 190 HUD ~ 266 ~4~ctlon 8 ~ Abbreviations: HUD: Housing and Urban Development FmHA: Farmers Home Administration. LMSC/RAPV/CONV: Loan Management Set Aside, converted from an earlier Rental Assistance Payment Contract. Soumes: California Coalition for Rural Housing Project. 'Inventory of Federally Subsidized Low-Income Rental Units, 1990 Update". Mamh 1,1990. State of California, Department of Housing and Community Development. Revised Housing Element Amendment Date, Preserving Subsidized Housing Projects. 1991 1.08.01 Disabled Acco~g to 1990 Census data approximately two percent of Uldah's population, 311 people, between the ages of 16 and 64 are expected to have a mobility or self care limitation. Approximately seven percent of the population (1,160 people) are estimated to have a work disability or a mobility or self care limitation. Adopted by the Clly Council: September, 1995 Uldah Valley General Plan and Grov~ Management Program ~/1.1. Housing 4, Page 24 , , C~ of Uk~ah a~ M~ndo~mno County, Callfom!.- Among persons 65 and older, approximately 40% are estimated to have a work disability and/or a mobility or self care limitation. Some of the housing problems experienced by disabled individuals include lack of affordable housing, initial move-in expenses, social stigma, and lack of support services. For disabled persons, the most significant need is affordable housing which is also accessible. Some efforts have been made to address the housing and support needs of disabled individuals through various agencies such as Mendocino County Aids Volunteer Network, Mendocino County Departments of Social Services, Mental Health, and Public Health, Ford Street Project, Ukiah Valley Association for the Handicapped, and Families United)3 The City has been supportive of many of these groups through both financial and in-kind assistance. The Ukiah Valley Association for the Handicapped (UVAH) has two service programs which are available to developmentally disabled individuals age 18 and older. One program has a vocational orientation, while the other focuses on community integration skills for severely disabled persons. Current enrollment in these programs is 122 persons)4 1.08.02 Elderly The number of elderly personsis in the community has remained constant at 15% from 1980 to 1990. Elderly persons make up 26% of all households in the city, and 49% of all single person households. There are 978 elderly owner-occupied housing units and 447 elderly rental-occupied housing units in the City. The City has several programs in place to assist the elderly. These programs range from rehabilitation assistance and energy conservation programs from the City's redevelopment funds to housing designed for the elderly. The Bush Street apartments provides all of its more than 100 units for the elderly. In addition, Ukiah offers second dwelling units in single family zones, which provide additional rental oppommifies for the elderly. 1.08.03 Large households There were 536 households in 1990 with five or more persons representing approximately 10% of all households. Large households are most in need of affordable housing units with four or more bedrooms. 253 of these households were owners and the remaining 283 housing units were renters. The City has no programs designed to match large families with housing units. 1.08.04 Farm workers The total number of farmworkers in Mendocino County fluctuates between 80 in November and 2,450 in August, with the number of seasonal workers fluctuating between zero in November and 2,220 in August.~6 For the City of Ukiah, Census d~t_~ reports that 2% of the population are employed in agriculture, forestry, and fisheries. Most of the agricultural activity occurs in the unincorporated areas surrounding the City. Harvest time workers are mostly single men with short term housing needs. The Census reports that there are only 259 ~aMendocino County Department of Planning and Building Services. Mendocino Coun _fy General Plan Housing Element Technical Appendix, April, 1993. ~nRoy Smith, Executive Director of the Uldah Valley Association for the Handicapped, September, 1993. ~Slhe California Department of Housing and Urban Development defines "elderly" as persons age 65 and over. ~e'Mendocino County Department of Planning and Building Services. Mendocino County_ General Plan Housine Element Technical Annendix. 1993. Adopted by the City Council: September, 1995 City of Uldah ~ Mendoclno County Uldah Valley General Plan and Grow~ Man__~oment Program VI.1. Housing ~, Page 25 persons wi_thin the City who are employed in the agriculture, limber, and fisheries industries. Farmworker housing within the City is integrated with other low-income family needs. 1.08.05 Female head of family Single mothers with children represent 566 ofthe City's 2,100 family households with children. Single mothers with children have a high need for affordable housing. Many work at low wage positions in the service or retail sectors in order to support their families. This results in an allocation of a sizable portion of their income for child care. This leaves less income to be spent for housing. Encouraging higher wage positions or affordable child care facilities would help female-headed households meet their housing needs. Affordable housing options for this target group may include mulfifamily rental housing, homeownership oppommifies, and homesharing programs. There presently are no funds available to produce new low-income family-oriented units to meet this housing need. 1.08.06 Homeless persons A Study of Homelessness was commissioned by the City of Ukiah to be used as an educational tool, for assessing the housing and related needs of the homeless people in the Uldab area, and as a tool to be used in planning to address those needs. A study was conducted by Kiichli & Associates and was adopted by the City of Ukiah in August of 1994. This study is incorporated into the Housing Element by reference. Section 1.08.06 is extracted from the Kiichli report. The Kiichli study provides: counts of the number of homeless people in the area; an analysis of the issues that cause or contribute to homelessuess; an exploration of the immediate and longer term needs of homeless people; an analysis of the services and resources that are available in the Ukiah area to address those needs (Appendix 1 of the Kiichli report provides a detailed listing); an analysis of the availability and accessibility of housing for this population; an examination of the gaps in services and housing opportunities that exist; and recommendations for the role the City might play in addressing the needs. There are many avenues through which the City of Ukiah can work to reduce homeless Ness in this community, including supporting and encouraging the development of affordable housing, taking a leadership role in encouraging economic development and employment and training oppommifies and supporting local service providing agencies in their efforts to develop a comprehensive continuum of care in this community. The task is large, but the need is clear. The information and recommendations in this study provide a basis for a caring and effective City and community response to homelessness in the Ukiah area. The following is a profile of homelessness in the Ukiah Area: There were more than 1,120 homeless households (2,044 people) in the Ukiah area during 1993 (Kiichli report page 11). There are 12,580 households (34,785 people) residing in the Ukiah area (Ukiah and surrounding area, including Calpella, Redwood Valley, Talmage, Hopland) (Kiichli report page 4). The homeless people represent 5.9 percent of the total population (Kiichli report page 13). An estimated 622 households in the Uldah area are homeless on any given night (Kiichli report page 13). Twenty-six percent (26%) of the population in the Ukiab area are receiving some form of public assistance (5,381 households with 9,048 people) (Kiichli report page 7). Adopted by the CAly Council: September, 1995 ,Uldah Valley General Plan and Growth Management Pro.am City of Uldah il~ Mendoclno County, Callforn!-- VI.1. Housing e Page 26 Almost 40% of the households in thc Ukiah area are renters as opposed to homeowners (Kiichli report page 66). Eighty percent (80%) of the households in the Ukiah area with incomes below $20,000 are overpaying (paying more than 30% of their income) for rent (Kiichli report page 72). In 1990, the vacancy rate for rentals in the Ukiah area was 1.6% (Ydichli report page 67). To house thc homeless households in thc Ukiah area there would need to be at least 535 additional affordable housing units (not counting units needing to be replaced) (Kiichli report page 63). Between 30 and 35% of the homeless people in thc Ukiah area are suffering from mental illness. There are virtually no mental health services (therapy or counseling) available for homeless people (see Kiichli report page 43). Hundreds of thousands of dollars per year in public funds are being spent sheltering and housing people in residential motels which are not connected services (Kiichli report page 81). There is a strong network of emergency services in the Ukiah area, which is supported by thc local community (Kiichli report page 33). There is no comprehensive, integrated system of care aimed at addressing the problems underlying the homeless Ness in the Ukiah area (Kiichli report page 61). 1.08.07 Persons at risk of homelessness Persons and households who require public assistance to meet their basic requirements for food and shelter are considered at risk of becoming homeless. These individuals arc in a precarious financial situation and arc most likely to lose their housing as a result of medical problems, divorce, domestic violence, or inability to pay. The Mendocino County Department of Social Services reports that as of September 1991, there were 925 Ukiah area families receiving aid through the Aid to Families with Dependent Children Program (AFDC). Of these, 102 of those families were unemployed, 823 other family groups were employed and earning below the poverty level. Qualification for AFDC is determined by income and family size. The maximum payment for a family of three is $663 per month, $7,956 per year. Persons earning more than the threshold do not qualify for relief. A total of 3,069 AFDC, Food Stamps, and MediCal cases were on the County Welfare rolls for Ukiah area households as of September 1991. These cases do not all represent discrete households, as individuals may receive more than one type of aid. They do, however, paint a picture of need in the community. Under HUD guidelines, a family of three receiving $7,956 per year, should not spend more than $198 per month for rent and utilities. Thc race of persons receiving AFDC has been compared to that race's representation in the population as a whole to demonstrate whether poverty is "color blind." On the basis of statistical probability, fewer Whites and Asians are living in poverty. Native Americans have a disproportionately high poverty level)7 Families receiving public assistance are among the most impoverished in thc community, ff these households were given preferential access to the 448 units of assisted housing in the community, 375 of these ~TMendocino County Welfare Department Case Information. Adopted by the Clly Council: Seplember, 1995 City of Uldah il~ Mendoclno County Uldah Valley General Plan and Growth Managemen! Program VI.1. Housing ~, Page 27 households would still require assistance. In other words, a minimum of 375 additional units are needed in the assisted inventory. This does not include elderly, physically disabled persons on Social Security and SSI, the working poor or other low income persons. A second group at risk of becoming homeless are those facing the threat of eviction from their residence. The Mendocino County Municipal Court received an average of 23 unlawful detainer notices (tenants must vacate premises) per month for the Ukiah area in Fiscal Year 1991. A total of 160 notices had been filed between January 1 and July 17, 1991. More than 50 of these notices in 1991 resulted in evictions? 1.08.08 Siting criteria for homeless facilities Homeless facilities can be grouped into two categories: transitional and emergency. Transitional facilities are those where the program objective is to provide a residential setting for up to six persons residing in the facility. These facilities can be a converted single family residence or have the appearance of a single family residence. Emergency facilities are designed to provide services on an immediate need basis. Some larger facilities may offer support services such as counseling or job placement. Transitional facilities may be appropriate within existing residential neighborhoods, because the use of the facility is the same as a home. The emergency facilities may be sited in areas near services. Housing for the homeless is permitted in all residential zones. The City has no special constraints that would block the use or development of a home as a homeless shelter. The types of units may have restrictions. For example, housing up to six homeless persons would be considered acceptable within a single family district. To provide multiple housing opporUmities for families, the homeless shelter may need to locate within a multi-family district. In many cases, a use permit may be sought to allow a shelter in zones where the use is not permitted outright. ~SMcndocino Municipal Court, Mount San Hedrin District, Case Records. Mike Foss, State of California Judicial Council, telephone interview. Adopted by the City Council: September, 1995 ,Uldah Valley General Plan and Growth Management Program VI.1. Housing ~, Page 28 CRy of Uklah ilIIl Mend_~!no,County, CMIfom!- Table VI. 1-14: Approved projects 3.20 4.38 I 14.50 9.66 5.82 4.47 3.05 1.97 2.20 6.82 9.00 11.56 37.77 8.08 1.09 1.09.01 Housing needs plan Building permit activity Building permit activity in the City fluctuates with economic conditions. Thc annual average number of residential building permits issued in the city between 1970-1990 is 105. Building permits for residences have reached as many as 142 per year. Overall, the period of 1985-1990 showed strong construction growth with an average of 129 permits issued per year? Ukiah has a number of residential pro- jects which have seemed all of the necessary discretionary approvals, but have not yet submitted applications for building permits. These projects are fired the "approved but not built" and are a good indication of future building permit activity. l°city of Ukiah. Housing Element. 1986 Table V. City of Uldah. Memorandum to Planning Commission dated April 2, 1991. Adopted by the Clly Council: September, 1995 .City of Uldah ~ Mendo~lno County Uldah Valley General Plan and Growth Man_~:~d,~_. ent Program VI.I. Housing 4. Page 2;) 1.09.02 Housing production goals Ukiah is unique in that most of the property available for residential usc would qualify as "in-fill". Thc vacant properties arc scattered all over town and parcel sizes do not lend themselves to large scale development. Thc average parcel size of an undeveloped residential parcel is 1.68 acres, suitable for ten dwellings in a single family context or a small multi-family development.~° The Mendocino Council of Governments prepared a Housing Needs Plan in 1991 for all of the cities and unincorporated area of Mendocino County. This assignment of housing units needed is sometimes called the "fair share" allocation. The Housing Needs Plan establishes the number of housing units which need to be constructed in the city to accommodate expected increases in population. A second aspect of the fair share allocation is that it sets goals for the affordability of units and the numbers of units produced which will be affordable to differem income groups.2~ Residential housing needs set by the Council of Governments for thc incorporated City of Ukiah is 775 units to reflect both the new housing need and an offset for the number which may be converted to a non residential use, demolished, or otherwise removed from the housing stock. Meeting these goals will require Table VI. 1-15: Affordable housing type, density, and land needs for the City of UMah during the short-term planning period Very/ow 394 36,000 12-18 units Multi-family Mfg housing 217 44 14 acres 394 42,000 16 average MoSle homes Mobile home pk Low 473 52,000 7-11 units Mfg housing 571 55,000 9 average Mum-fandly Duplex Moderate 866 100,000 4-6 units 1,011 120,000 5 average Single family Duplex to fourplex Mobile home Condom~ium or townhorne Less than 4 single fan~ly Above 945 Greater than mo- units/acre Duplex moderate 1,103 demte housing 2.5 Condom~am average or townhome 108 22 12 acres 140 28 28 acres 310 62 124 acres Table generated in concept and original data by U~e Mendocino County DeparYnent of Planning and Building Services, Mendocino County Housing Element Technical AppendJx Table 9.1-3, 1993. This tabk~ reflects the population density and building intensity provided for the Uldah General Plan Revision and Growlh Management Program 1995 update. The number of units per acre are based on the typical averages that have been conslructed within the City of Ukiah over the past twenty years. an average of 155 residential building permits to be issued per year. This level of construction activity is greater than Ukiah has experienced over the last 20 years. ~°Calculafion from Table 1.1-1 by dividing total residential acreage by number of parcels. 2~Mendocino Council of Governments. Housing Needs Plan. June, 1991 Adopted by the City Council: September, 1995 ,Uldah Valley General Plan and Growth Mana~ment Pro.am VI.1. Housing ~, Page 30 City of Uldah Jllll Mendo~lno Count, Callfom!- Every undeveloped parcel with residential zoning in 1991 was assessed on the basis of parcel size to determine the potential number of residences that could be constructed. Buildout of each parcel within thc City of Uldah identified for residential use on the inventory (Tables VI.5-32 and VI.5-31) will generate be- tween 744 at "low" densities and 1,254 dwelling units at Table VI. 1-16: Regional Share Housing Need Targets for UR/ah "maximum" before all by Fiscal Year 1997 undeveloped ]and in thc c×isting City ]irnits is consumed.== This bui]dout estimate assumes that the status quo will be maintained in regards to specific land usc[[ Very-low income 1,560 1,749 217 designations and their associated [[ density ranges. The range given II Low-income 780 874 108 for buildout reflects development II Moderate income 1,215 1,312 140 at thc minimum and maximum Above moderate 2,604 2,629 310 General Plan density range for a particular piece of property. The~' current inventory can meet I growth needs through the year 2006, a range within the long- term planning period, assuming growth remains constant at approximately 1.8% annually and development occurs at the maximum permi~ density. If development occurs at the lowest density under the General Plan range, undeveloped land now in the City will accommodate growth through the year 2004, which is the end of the intermediate-term planning period. At the high density range, the City will reach full buildout of undeveloped residential land in twelve years. The City can encourage development plans for undeveloped properties to construct dwellings to the highest permitted density. This is accomplished by establishing minimum densities in the Land Use Element of the General Plan. Based on surrounding land use patterns, it would appear that 62 parcels now designated for commercial use on the 1986 land use map may be suitable for residential use. Assuming development at seven dwelling units per acre, these 62 parcels could support 268 dwelling units. Meeting housing targets will require new construction and preservation of the existing stock. The Council of Governments has estimated that 370 units will be removed from thc housing stock from 1990 to 1997. This is substantially higher than the fewer than one dozen permits per year the City actually issues for demolitions, and seems to be an unrealistic level. If the City limited the number of conversions or demolitions, their new construction needs would be reduced accordingly. Older housing units represent some of the most affordable housing. Not all units should be saved, such as those that are seriously substandard, or damaged from fire. Some units will be lost through legitimate growth needs of downtown and job centers. The City could use its police power to control the number of units approved for demolition. Each of the units demolished can be fled to construction of affordable housing in another location. New housing could be promoted through payment of in lieu fees to a housing trust fund, construction of another unit, or contribution to construction of an existing project to make it more affordable. 1.09.03 Low and Moderate Income Housing Fund (L&M Fund) 2vrhis list does not include any inventory of lands outside the City limits as of May 6, 1995. Adopted by the Oily Council: September, 1995 .,C,!ty of Uklah ~ Mendoclno County Ukiah Yailey General Plan and Growth Mao__~e.rnent Program VI.1. Housing e Page 31 Estimated revenues available through the City of Ukiah Redevelopment Agency's L&M fund through the end of June 1999 have been projected based on a 7.6 percent increase per year over the fiscal year 1996 - $284,025; 1997- $351,011; 1998- $423,131 and 1999- $500,783. Anticipated L&M Fund expenditures can only be described in very general terms. It is estimated that expenditures will fall under one of three broad categories. Each of the three categories is listed as well as esti_'mated percentage of yearly expenditures for each: New Construction Activities (60%): This may include but is not limited to down payment assistance; SWEAT equity loans; direct contribution to matching funds for nonprofit agencies. Rehabilitation/Grants (20%): This may include but is not limited to activities such as 100% grants and direct assistance. SpecialPrograms (20%): 'lTMs may include programs including first/last rental deposit assistance; first-time homebuyer down payment assistance. 1.09.04 Relationship of housing production to rents and prices Ukiah's rental market has generally held steady with the construction and development of new housing units for affordable markets. Although there is a shortage of rental housing in the low and low-moderate price Table V1.1-17: Percent rentalsin rent ranges ranges, it is not within the critical range. In a 1994 survey of rental units for the City, Kiichli Associates "Study of Homelessness" found the median gross rent in the City was $496 per month. Table VI.5-37 shows distribution of rental units by monthly rents. Mortgage payments are more widely distributed across the income spectrums. Current mortgage payments in the City vary significantly depending on how long someone has been in their home and the interest rate. Newly constructed units in Ukiah, identified in Table VL5-34 are offered at varying prices. The projects identified as "low" or "low moderate" are priced to have either affordable mortgage payments (including taxes and insurances) or affordable rents. The range of affordability is defined within the Housing Element as serving the needs of families in the under 80% (low) and 80%-100% (low-moderate) income ranges. In 1992, the US Department of Housing and Urban Development surveyed available housing units in rental ranges. In the HUD survey, 75% of the one-bedroom units surveyed were priced in the $200-$450 rental range. This compares with 70% in the Kiichli study in the $200-$500 range. However, HUD found only 12% were priced at under $200, while the 1994 data show 15% of the one bedroom units in that range. For two bedroom units, the 1992 HUD survey found that 73% were in the mid $300-$500 range, compared with 85% in the 1994 analysis; 13% were priced at less than $300 per month, compared to 11% in 1994. Generally, the d_ma analysis shows that the City is holding and slightly in~ing affordable rental units for the low-moderate Adopted by the Clly Council: September, 1995 Uidah Valley General Plan and Growlh Management Program VI.1. Housing 4. Page 32 City of UH~h ~I~ ...U=_ndo~mno County, Callforn;- and moderate income families (80%-120% of median income). The newly approved units under construction will continue this trend. Housing in the Mayfield Project are priced for apartments at market and below. Vouchers and other management techniques are used to bring the actual net-to-tenant dollars into affordable ranges. The apartments have a less than four percent vacancy rate at any time. Other rent-managed apartments that are intended to serve low-income and moderate income families are listed in Table VI.5-33. Vacancy rates in thc high density units within thc City arc less than two percent. Many units maintain waiting lists of people wanting to move in for the quality of the unit as related to the price charged. Based on census block data, the City's highest concentration of low and low-moderate income families are in the neighborhoods of thc City with high density zoning and other subsidized housing. It would be fair to conclude that the low vacancies in the high density areas show that the City is providing housing opporUmities with its zoning and land use policy. A survey of rental units in thc Las Casas Subdivision, constructed within thc last ten years, reveals that the detached single family residential units and duplex units have a range of costs for qualifying renters. The detached three bedroom single family homes range from six to eight hundred dollars per month, a level marginally acceptable for lower income families of three and generally available to a lower income family of four. The three bedroom duplex units range from 500 to 650 dollars per month. Based upon the February, 1995, Mendocino County income limits established by the US Department of Housing and Urban Development, these units are affordable to lower income families of three and four persons. The Sierra Sunset V'fllage apartment complex located in the Las Casas development contains sixty-eight two bedroom units on approximately three acres. The developers had requested and received the maximum number of units permitted for multi-family residential developments in Ukiah. The administrative record indicates that the developers had not requested density bonus units. The prices are reasonable to lower income families with a range from 450 to 500 dollars per month. In addition, the City recently facilitated the acquisition of a vacant parcel for the Community Development Corporation. The site, adjacent to the northern portion of the Las Casas subdivision, was prezoned for high density development and subsequently annexed into the City. The site contains twelve thousand square feet and can accommodate ten units. The City understands that the Community Development Corporation is in the process of designing a development for the site. 1.09.05 Summary Meeting growth needs over the General Plan planning period may require an increase in the land available for housing or increased efficiency on existing land. Annexation of vacant land suitable for residential use increases land available for housing. Conversion of land now designated or used for non-resi- dential use for residential purposes would also increase the supply of land without annexation. Other options include controlling the loss of housing through review of demolition permits, encouraging residential uses above ground floor in commercial districts, or increasing densities on residential lands throughout the city. A&~pted by the C#y Council: September, 1995 ,CIt~ of Uklah il~ Mendoclno Coun~ Ukiah Valley ~__.mmral Plan and Growth M~'~_ ~_,~jernent Program VI.1. Houeing 4. Page 33 Table VI. 1-18: Major employers in the greater Ukiah area Masonite Corporation Louisiana-Pacific Corporation RETECH Fetzer Vineyards Carousel Carpet Mill Parducci Wine Cellars Weibel Champagne Vineyards Timberland, hard board products animal feed 420 Sawmill wood moldings 134 Vacuum metallurgical fumaces flanges 250/450* Winery 121 Carpet 60/85* 25/300* Winery Winery I I~Mendo~i~.~ Brewing Company ** 40 [Brewery II I ~ ........... ~ ---f ~~,~e~--,~.] I County of Mendocino I 1308 I County government /I Ukiah Unified School District 625 Education Ukiah Valley Medical Center 470 Health services Savings Bank of Mendocino 162 Financial services Walmart 135 Retail sales City of Ukiah 135 City government Pacific Bell 129 Utility Pacific Gas and Electric 90 Utility Mervyns's 90 Retail sales J. C. Penney's 80 Retail sales Friedman Brothers ** 47 Building material sales * Seasonal ** Under Construction ~ ........ -; ...... ~ ........................................................................... 1.10 Availability of services and infrastructure Thc City has adcquatc public facilities and services to provide sewage disposal, domestic water, clccU'icity, and solid waste disposal to its current residents. Thc sewer and water facilities arc slated for upgrades and expansions to meet demands during thc five-year planning period. The City is in the process of ensuring that there is adequate sewer and water capacity to meet its needs for the intermediate term planning period. The street system is adequate for the proposed density and intensity of residential units proposed in the Housing Element. There are no constraints on the availability of services and infrastructure. Ongoing and funded improvements to the City's water and sewage disposal system ensures there is adequate infrastructure to meet long-term growth requirements beyond the year 2000. 1.11 Market and inventory conditions A6~pted by the City Council: September, 1995 Uldah Valley General Plan and Growth Management Program City of Uklah il~ Mendoclno County, Callfom!= ,,, VI.1. Housing ~, Page 34 1.11.01 Employment trends Ukiah is the commercial hub for Mendocino County and portions of Lake and Sonoma Counties. Approximately 75,000 people are in the Ukiah market area. The City is located along the Highway 101 corridor making it a convenient stop for business travelers. Major manufacturing employers are in the lumber and agricultural products industries. Table VI-22 lists the major employers in the greater Ukiah area. Unemployment rates in Mendocino County have increased from 7.8% in 1989 to around ten percent in 1993, at a time when unemployment nationally was approximately one half that rate. Although the economic forecast and employment rates do not look good in 1994, Ukiah is positioning itself for growth and economic development in the future. 1.11.02 Governrnental constraints Governmental constraints have been pointed out as a key deterrent to production of housing in adequate amounts and within affordable price ranges. Many of these "constraints" ~ such as park land dedication requirements, infrastructure requirements, development standards, and delays in processing to allow public input B are actually community demands for quality housing and living environments. Boards and commissions responding to this input will continue to require that housing developments meet community quality of life standards. 1.11.03 General Plan The bulk of the City's vacant land use inventory is designated Medium Low Density. A substantial portion is designated for High Density. Adequate sites have been designated for residential use to meet the growth needs of the regional fair share plan. The general plan is not viewed as a constraint to housing production goals. Without annexation, the General Plan provides for significant oppommifies for residential development m and the use of mixed use residential and commercial development in non-residential zones. 1.11.04 Zoning Densities Zoning districts are in place to allow development of land at one dwelling unit per acre to 28 dwelling units per acre. Residential zones require a 6,000 square foot minimum lot size for interior lots and 7,000 square feet on comer lots. Existing lots with less than the minimum square footage can be developed upon securing a site development permit or use permit. Creation of new lots less than 6000 square feet is accomplished in the Planned Development Zone. The General Plan calls for a revised Land Development Code to be enacted with certain specific performance standards for new construction B especially related to multi-family dwellings. The requirements include provisions for design review, minimum landscaping standards, and site development designed for energy conservation and alternate methods of transportation. These performance standards have the potential of adding to the cost of new construction. These additional costs may reduce the number of people who qualify for home purchases or result in an increase in base rents in the area. The old zoning and subdivision codes for the city are traditional prescriptive ordinances that provide for uniform development standards meeting minimum requirements. This constrains unique or creative development opportunities for newer housing styles and ownership oppommifies that have been generated in recent years. The new General Plan provides for changes in the Land Development Code to move towards Adopted by the Cay Council: September, 1995 ,City of Uklah il~ Mendoclno County Uklah Valley General Plan and Growth Man ~L:~3e_ment Program VI.1. Housing ¢o Page 35 pexformance-based zonlng-- an activity that will result in more planned developments and oppommities for co-housing, stock cooperative ownership, and better site planning. The proposed design review program must be developed as a part of the City's new Land Development Code. The Community Design Element of the General Plan addresses the range of issues to be incorporated into the design review regulations. Generally, the program involves a streamlined process so that design review occurs while the site development permits are going through the CEQA and project review process. Design review is to focus on siting standards, ensuring adequate onsite open space for play areas or passive recreation. The objective for design review is strive for neighborhood compatibility rather the style dictates. The City's existing zoning code is to be rewritten entirely. At present, it is not meaningful to present the current ordinance. Upon adoption of the General Plan much of the existing ordinance -- especially portions dealing with parcel size, density, and site development standards -- will become performance or project-specific based. The standards that will be used will vary by project. Standards for parking will be flexible based on requirements to improve opportunities for alternate access and the siting of higher densities adjoining transportation corridors. No policies are required in the Housing Element to institute these performance programs, the measures are called out in the Land Use Element. The City of Ukiah Zoning Code is incorporated by reference. Thc California Department of Housing and Community Development considers excessive regulation or public review to be a constraint to multi-family housing. The City provides no unusual or unique permitting, hearing, or review standards for multi-family housing. It enforces zoning regulations, requires conformance to the Uniform Building Code, and there are connection fees charged for sewer and water service. The General Plan will add provisions for design review and open the potential for the City to collect impact fees for parks and offsite road improvements. The City has evaluated its normal and routine development review process and has concluded that it does not represent excessive constraints to multi-family housing, and does not jeopardize the integrity of the Vision Statement. Lack of dgsign or performance standards would result in the construction of dwelling units that are likely to not reflect the character and appearance of the neighborhood. If the requirements for park fees are never imposed in the future, the City would be unable to provide park and recreation services to its residents at the same level as is currently delivlxed. If offsite road improvement impact fees are not collected, the street system would be unable to handle increased traffic. This issue alone will result in a denial of housing projects on streets with substandard levels of service (E or F). California law requires that there be a link between transportation and land use. If a street system is incapable of accommodating additional capacity, no development can be approved that would overburden the street system. There are no proposals to remove these "constraints," because the issues are normal costs associated with development. The City's fees are not exorbitant or an exceptional burden. The City already provides offsets or incentives for affordable housing to offset some of these costs. No further action is needed or feasible. 1.11.05 Improvement Standards The City is operating under the Uniform Building Code for building conservation applicable to all buildings consm~ted prior to 1972. This code relaxes building code standards for older structures. New construction must conform to the Uniform Building Code. The City has no additional building code requirements in addition to the UBC (and its associated codes) or State Building Code requirements (Title 25 Energy Standards). Adol~ed by the C~y Counc;: September, 1995 ,Uldah Valley General Plan and Growth Management Pro.am Vi.1. Housing ~, Page 36 City of Uldah ~ M®nd_o~!no County, Callforn!- Table VI. 1-19: Utility connections fees 1.11.06 Fees and Exactions Ukiah has not takcn advantage of the full range of fees and exactions which have been made available to cities and counties. For example, the City has not adopted a comprehensive traffic impact fee program, sales tax increase, or utility fees for flood control or storm drainage. Tax overrides have been approved for school district needs, and sanitation. Total tax overrides amount to 0.154 dollars per $100 of assessed valuation, or an increase of 1.54% to the average property tax bill. As a result, Ukiah compares favorably against many other jurisdiction in the opporumity for construction of affordable housing. Ukiah does charge standard building permit fees, in lieu park fees, and connection charges for city operated utilities. Fees and charges for these utilities are shown on Table VI.5-39. The per unit cost for connection charges ranges from $1,995 for a detached single family house, to $1,104 per unit in a ten unit apartment building. The current schedule of fees encourages multi-family development and affordable housing. 1.11.07 Processing and Permit Procedures Residential building permits require no public review. Permits are issued as quickly as plan checks are completed, generally two to three weeks. When a discretionary permit is required, changes in state law have increased the amount of time required for environmental review. In addition, recent case law standards result in an increased need for Environmental Impact Reports (which can take 12 to 15 months to complete). Locally, the City has streamlined thi,q process with policies in the General Plan to reduce the need for lengthy environmental review and establish more uniform design and review standards. These shorten the local timeline. The City can review and process a subdivision or use permit application -- without an Environmental Impact Report -- in six to nine weeks. Adopted by the City Council: September, 1995 City of Uldah ~ Mendoclno County Uldah Valley General Plan and Growth Man ~e~e_ment Program VI.1. Housing 4. Page 37 Table VI. 1-20: Development and application fees General Plan Amendments Zoning Changes Major subdivisions Minor subdivisions Site Development Permit Variances (Planning Commission) Variances (Zoning Administrator) Use Permit (Planned Development) Apartment valuation (average/sq. ft.) Single family valued < $25,000 Single family valued $25,001-35,000 Single family valued $35,000-40,000 Single family valued $40,001-45,000 Single family valued $45,001-50,000 Single family valued $50.001-60,000 Single family at $100,000 1.12 1.12.01 Other governmental constraints and opportunities Inadequate infrastructure or services The General Plan determined that open space, parks, and other recreational facilities are inadequate to accommodate additional residential development in the area bounded by Gobbi, U.S. 101, Talmage and the railroad. In addition, open space in the downtown area is at a premium; the only open spaces currently available are McGarvey Park (1 acre) and Carpenter Park (0.8 acre). The new General Plan implements programs to resolve this issue in the Open Space and Conservation Element and the Parks and Recreation elements. 1.12.02 Opportunities for energy conservation The City of operates and administers electrical service to Uldah residents, while Pacific Gas & Electric (PG8fl~) supplies gas services only to Ukiah homes. There are a number of energy-related assistance programs available in the Ukiah area: REACH (Relief for Energy Assistance through Community Help): Available to City and/or PG&E customers, provides monetary assistance in emergencies to pay bills for heating and electricity. ECIP ( Energy Crisis Intervention Program): Available to City and/or PGS~ customers, provides limited financial assistance in emergencies to low-income households to pay overdue bills on utility accounts. EP (Energy Partners): A free PG&E program to weatherize eligible low-income households. EGIA Rebates: PG&E customers can receive rebates after the purchase of certain appliances. City of Ukiah Rebate Program: City of Ukiah electrical customers can receive rebates after the purchase of certain appliances. HEAP (Home Energy Assistance Program): A state program which provides a "once a year" credit to a utility account for low-income households. LIHEAP(Low-Income Energy Assistance Program: A state-funded program to provide free weatherization to eligible low-income households. Adopted by the City Council: September. 1995 Uldah Valley General Plan and Growth Management Pro,ram City of Uldah Jl~ Mendo~lno Counb/, Calfforn',, VI.1. Housing ~ Page 38 CHEERS (California Home Energy Efficiency Rating System): Nonprofit organization which provides inspection of homes and evaluates energy efficiency, makes recommendations, provides standardized ratings. Farmers Home Preservation Grants: These grants fund replacement of windows, and other moderate rehabilitation activities to reduce energy consumption. Energy consumption can be reduced in housing through orientation of lots to the south and alignment of roads east-west. This option, of course, is only available to new development on large parcels, In an infill situation, the road and lot alignment are already fixed. Higher densities can reduce energy consumption, by limiting the wall surface area per unit exposed to the elements. Active solar energy and weathcrization are energy conservation options available for both new and existing units. As with many improvements to housing, energy conservation features will increase the initial cost of construction and sales price or rent but will reduce the month operating costs. 1.12.03 Rural Communities Housing Development Corporation (RCHDC) The RCHDC will sometimes act as a developer of state or federally financed housing programs for lower income households. Projects at the Marlene Subdivision and or Cleveland Lane are recent RCHDC projects. The agency also provides rental management capabilities. RCHDC has also sponsored construction and development of housing which can only be handled by a private, non-profit entity. 1.12.04 Planned Development zoning The purpose of the Planned Development zoning district is to absolve certain property from the requirements of conventional zoning. This provides flexibility for site design to permit a coordinated development. The requirement for making application are that the property owner or developer submit a site plan or development map and proposed development standards regulating the height, yard setbacks, lot coverages, etc. for the property. The fees for proposing a Planned Development are $325.00, and have not changed since 1989. The Planned Development zoning district tool can significantly reduce or eliminate the constraints to siting and design of structures. It also provides for proposing a mixture of housing types and densities, and allows for possible flexibility in other requirements, such as onsite parking In the Las Casas subdivision Planned Development, which is completely built-out, most every comer lot is developed with a duplex structure identical in design with surrounding single family residences, except for its larger size. The development also includes a large apartment complex strategically sited adjacent to both single family residences, a church, and an elementary school. There are no obvious or significant constraints to multi-family development inherent in the Planned Development process. The tool is design to provide flexibility and creative design and with nser-friendly fees and a streamlined process, to encourage a mix of housing types within development projects. 1.13 Non-governmental constraints The cost of land and construction in the Ukiah area is increasing significantly in response to less available land for development and more pressure for new homes. The City has seen land costs increase to an average of $200,000 per unsubdivided and undeveloped acre for a single family home. The reason for this high cost is that there are few undeveloped single family lots available in "affordable" areas of the City. Most individual lot sales within the City take place in custom home neighborhoods. In-fill Adopted by the Cb/Council: September, 1995 ,C ,ltY of Uldah il~ Mendoclno County Uldah Valley General Plan and Growth Management Program VI.1. Housing 4, Page 39 smaller lots may be purchased at prices ranging fi.om $75,000 to $120,000 depending on the neighborhood, view, and prices of adjoining existing homes. Generally, in-fill lots are not a solution for affordable single family homes. Nearly all multi-family unit construction in the City is within in-fill lots in multi-family zones. Higher densities cannot generally be mixed into established single family neighborhoods due to State General Plan consistency requirements and local property owners concerns over maintaining homogenous housing- style neighborhoods. Tae price of the median home in the City declined slightly between 1988 and 1991, but has seen modest increases to $130,000 or more (as an average) over the past two years. The reason for this increase is that the City has had an increase in the number of homes available for low and low-moderate income families and then an increase in the number of custom homes in the over $200,000 category. Fewer homes in the mid-ranges (upper $80s and $90s to low $100s) were sold over the past few years than in the extremes. This impacts the median price. Mortgage money for conventional financing has been affected by a combination of a "mn" on refinancing to take advantage of lower interest rates and an increase in housing prices for purchasers that would not qualify for subsidized mortgages. FHA loans have been difficult to obtain because the FHA maximum for Mendocino County was near $15,000 less than the amount needed for a typical home. Mortgage money is available to qualified purchasers. Additional money for persons requiring assistance is available in a number of different programs that are described in the Element. 1.14 Appropriateness of goals, objectives, and policies The City has learned that the previous Housing Element provided substantial concepts and policies but no firm implementation. It was adequate to state the desire to achieve, but the Element itself provided no firm program to implement its objectives. The updated element, in matching and being consistent with the overall General Plan, establishes a program of goals, policies, and implementation measures. These measures, which follow the discussions on the next series of pages, are designed to specify when programs will be accomplished, which department is responsible for the programs, and how the measures will be carried out. The Housing Element works in concert with the entire General Plan, and is not a stand-alone component. 1.15 Wrap-up 1.15. O0(A) Housing needs Housing needs are a function of population growth and family size. Population increases over the planning period have been projected using information pro,v_ided by the California Department of Finance and the Mendocino Council of Governments. Ukiah s population is expected to increase by approximately 256 persons per year to a projected population of 17,159 in the year 2002.23 ff the number of persons per household remains the same, building starts will need to average 156 units per year during the short-term planning period to keep up with the demand for regional housing projected by the Mendocino Council of Governments.~ Undeveloped land is available in the City which can be used to meet the growth needs in the near term. 1.15.01 5 Year strategy Table VI. 1-22: 'Quantified Objectives z~Califomia Department of Finance, Population Research Unit and Mendocino Council of Governments, 1991 Housing Needs Study. ~nlbid. Adopted by the City Council: September, 1995 Uldah Valley General Plan and Growth Management Pro~rarn Vi.1. Housing ~, Page 40 City of Ulda_h ~ M®ndoclno County, Callfom,- Very Low-income 217 50 125 Low-income 108 35 100 Moderate-income 140 25 100 Above Moderate 310 10 1 O0 1.15.01(A) Housing concepts Location and density of new development The location and density of new residential development is shown on the Land Use Map. Density is a numeric expression of the number of dwelling units per acre. Density is often a more important consideration in the service demand of a project and its impact on the neighborhood than the distinction between single family and multi-family uses. Zoning establishes whether the property is developed with multi-family or single family uses. lnfill development in residential areas is directed by policy to be compatible with the neighborhood. Protection of existing stable residential areas The largest investment many people will make in their lifetime is for their primary residence. To recognize the material and psychological impact of this investment, it is important for the City to minimize land use activity which is perceived by residents as undesirable in the area. Demolition or conversion of housing stock One of the most important tools in promoting affordable housing is to protect what presently exists. One means of preserving affordable housing is through the control of demolition permits. Sound housing may be demolished to make way for a different use of the land, or a more intense development pattern. Housing is also lost when the unit is converted to a non-residential use. There are examples in the city where older homes have been converted to commercial uses and professional offices. Not all houses should be saved. Those which are in serious disrepair, or damaged by fire may not be economically feasible to rehabilitate. Promotion of affordable housing The first step in promoting affordable housing2~ is to preserve what presently exists. The second step is to increase the supply of housing. Increasing the supply of all homing types fxee up units for new people entering the market or those looking for housing better suited to their needs. The City also needs to encourage housing affordable to entry level home buyers and the very low and low income households. Accessory units are another means of promoting affordable housing. They serve a unique niche for persons seeking a single family environment without the associated high rents. Accessory units are generally small, which is reflected in the average rents. 2SThe definition of "affordability," the basis of determining "affordable housing" is found in the Glossary, Chapter IV on page IV-1. Adopted by the Cl~ Council: September, 1995 City of Uklah ~ Mendoclno County Uldah Valley General Plan and Growth IVlan_~a,2oment Program vi.1. Housing ~, Page 41 Affordable housing for seniors, single person households, or the very low income group can be provided by the private sector when densities are adequate to make economic or investment sense. One option for housing these groups are one and two bedroom apartments. These apartments may be constructed above ground floor in retail districts. The addition of residential uses downtown can increase the vitality of downtown, and support local merchants. This type of housing is more common in large urban areas than in rural communities. The City has demonstrated a willingness to grant appropriate rezones and planned development approvals to both increase the supply of housing and increase the availability of affordable housing. City voters approved participation in the financing of up to one hundred public housing units under an "Article 34" referendum in 1982. Article 34 provides authority to "develop, construct or acquire" public housing as required by the State Constitution. There are 15 units of public housing in the City of Ukiah which were acquired by CDC. There are 21 new construction public housing units planned in the Brookside subdivision by CDC for completion in 1995. Therefore, there is a remaining authority for 64 units. The citizens of Mendocino County have passed every request for Article 34 authority placed on the ballots. 1.15.02 A description of how the goals, objectives, policies and programs of the updated element incorporate what has been learned from the results of the prior element 1.15. 02(A) Summary of major findings The last version of the Housing Element was prepared to meet State regulatory guidelines and the direction of the Ukiah City Council. Programs believed by the Growth Management Steering Committee to be worthy of continuing and that are also consistent with the General Plan Vision Statement are included in the Housing Element as part of the sections of the Housing Element. The discussion of findings preceding each section of the Housing Element and the introductory provisions of the Housing Element identify issues that have been found to be important by the Housing Element Citizen Advisory Committee, the Growth Management Steering Committee, the general public during the visioning process, Housing Element Workshops, and the General Plan hearing process. Issues identified as important and priorities within the community have been incorporated into the Housing Element. Without exception, participants in the process of developing the Housing Element desired to see a policy program that would actually result in construction of housing and creation of programs designed to serve the real needs of people in the City. Most of the participants, including many representing affordable housing advocacy groups, were disturbed that requirements imposed by the State are not designed to reflect the differences between a rural City like Ukiah and major urban centers and metropolitan areas within the State. In reviewing the needs of the community against the requirements for a Housing Element, it is believed by a majority of those participating in the process that the Housing Element imposed by statute and liberally interpreted through State regulations and guidelines is not in conformance with the needs, goals, and aspirations of the people of Ukiah. 1.15.02(B) Hearing and notice The Growth Management Steering Committee conducted final hearings on the Housing Element at its meeting of August 10, 1994. Additional hearings were then conducted before the Planning Commission and City Council between December, 1994 and June, 1995, with the Council reaching conceptual approval of the entire General Plan, including the Housing Element, on June 10, 1995. The Growth Management Steering Committee spent four meetings in February and March, 1994, covering the Housing Element. Public notices A~i~ied by the Cay Council: Septer,~er, 1995 Uldah Valle), Gena'al Plan and Growth Manage~t Program ~1.1. Housing ,~, Page 42 City of U~-_h ~ :_-u:~nd_,3,~!no County, C~lfom? were published for all the meetings, representatives of community housing groups were extended personal notices, and notices were posted at City Hall. 1.15.02(C) General Plan consistency 3he Housing Element was prepared as part of the complete rewrite of the City of Ukiah General Plan. 3he goals, policies, and implementing programs in the Housing Element proposed by the Growth Management Steering Committee are consistent with the General Plan. Additional policy requirements imposed by State review and regulation have been modified to ensure internal consistency although in many cases the Growth Management Steering Committee opposed these goals --although consistent -- as being at variance with the Vision Statement and overall objectives of the Plan. I. 5.o2(o) An explanation of General Plan goals, policies and Implementing programs, what the measures mean, and the level of General Plan detail~ The General Plan's overall vision reco~iTes that there are many priorities within the City of Ukiah. The vision of the people, as reflected in the Vision Statement (Element III of the Plan), is an attempt to acknowledge the broad interest of the community. It provides a cohesive approach to improving the local quality of life. The goals and policies of the Housing Element support the Vision Statement and are compatible with the regulations guiding its structure and content. Goals are the broad objectives of the Plan that help carry out the Vision Statement. The Vision Statement is the overriding foundation from which the entire Plan is written. Each goal must be consistent with the Vision Statement to represent what the hundreds of community participants desire for the City of Ukiah. The policies are in effect the direction of the City Council as to how the Plan is to be carried out. Policies further define goals into action programs. The implementation measures are the base for making the Plan work. An implementation measure is not an ordinance, nor is it a specific program. Implementation measures provide direction to another action that needs to be carried out by the City. Implementation measures call for the development of a active program within the timeline of the Plan (short-, intermediate-, and long-term planning periods of 0 to 5, 5-10, and over 10 years respectively). The measures do not define the program. The reason implementation measures do not detail a program is that once the program is initiated, it must have the flexibility to evolve into something that works for the people of Ukiah. If a program is detailed in the General Plan, the Plan would have to be amended in order to change the program. Variances to General Plan standards are not permitted under California law. Other implementation measures define ongoing review standards. These standards are enacted into City processes by resolutions or ordinances that are prepared after the General Plan is adopted. The programs must be consistent with all elements of the General Plan. Goal HS-I: Policy H$-1.1: 1.15. 02(E) General Plan goals, policies, and implementing programs Seek State regulations that reflect local housing issue preferences. Work with other local governments to change the direction of Housing Element legislative requirements and regulatory impositions. ~rhis section is provided to explain the relationship of goals, policies, and implementation measures to Housing Element reviewers that may not be reading the complete General Plan in context. This section is to be removed upon final adoption of the Plan because it repeats information from the Introduction. Adopted by the Cay Council: September, 1995 City of Uklah ~ Mendoclno County Ukiah Valle), General Plan and Growth Manacdement Pro~*am VI.1. Housing e Page 43 Implementation Measure HS-l.l (a): The City Council shall work through the California League of Cities, with Mendocino County, and the Mendocino Council of Governments to seek legislative relief through changes in the Housing Element regulations to change the focus from generating data to meet State formulas to actual housing programs and construction assistance designed to meet real local needs. Implementation Measure HS-I.I(b): Through its memberships and affiliations, the City Council shall work to ensure that the State reimburses in actual dollars the costs of preparing and changing housing elements to meet new or revised State regulations as opposed to meeting local housing needs. 1.15.03 Housing priorities Housing priorities have been identified within the General Plan. In order to conform with the format and organization of the General Plan, the priorities are actually components of other major issues. Each of the housing priorities is appropriately addressed in the Housing Element in one or more of the sections that comprise the element. 1.16 1.16.01 Conservation of affordable housing Summary of major findings Ththe City is not expected to lose any assisted housing units from the affordable housing inventory during e five-year planning period that governs the Housing Element. However, the Council of Governments as estimated that in a seven year period from 1990 through 1997, as many as one hundred residential units may be removed from the housing stock through demolition, conversion to non-residential use, or other changes in use. Most of the new housing constructed within the City during the past five years has been plac~ on the market as "affordable" housing. Although market-price subdivisions have been approved during the same period, the state of the economy between 1990 and 1994 has kept new housing starts in the City at lower than normal levels. 1.16.02 Goal HS-2: General Plan goals, policies, and implementing programs Maintain a balance between the loss of affordable housing and new affordable housing. Policy HS-2.1: Encourage co~on of new affordable housing when there are losses of affordable housing due to demolition or other conversion. Implementation Measure HS-2.1(a): During the annual report to the Planning Commission of General Plan achievement, the Planning Department shall identify the number of affordable housing units lost during the year. The Commission shall then consider recommending that the City implement programs to encourage a like number of replacement units to be added into the affordable housing inventory. Program. s may include and are not limited to: (a) Redevelopment funds from the twenty percent that must be set aside for housing may be set into a pool that can be used as an incentive for housing stock replacement or rehabilitation; or Adopted by the Cay Council: September, 1995 Uklah Valle), General Plan and Growth Management Program ~/I.1. Housing ~, Page 44 City of UkJah ilXll Mendoclno County, Callforn!~* 1.17 1.17.01 (b) The City may utilize the State-pass through grants from the HOME program to "buy down" the cost of housing ownership combined with a program to recapture the grants to reinvest in the "buy down" pool; or (c) Seek or create special grants or development incentives to assist with housing affordability programs for renters and first-time owners. (d) Utilize private financial institutions' Community Reinvestment Fund commitments to direct resources into housing affordability programs; or (e) Other programs that may become available over the life of the Housing Element's 5-Year review cycle. [Timeframe for completion: Short-term planning period ~ Measure applies to: Chi ,~ Agency/Department responsible: Special Projects · ~ Special b'rning provisions related to the Housing Element: Programs shall be prepared and adopted within the short-term planning period with a target of completion in Fiscal 199727,a] Rehabilitation and maintenance of existing housing Summary of major findings One way to address housing nce~ is to ensure that existing housing docs not deteriorate. When }neighborhoods are weB-maintained and homes are in good repair, thc quality of life remains higher than areas where housing stock deteriorates. People tend to strive within personal economic means to maintain a level of appearance for their home that is similar to thc "best maintained" homes in the neighborhood. This underlying tradition in American life is one of the factors that resulted in the old concept of "keeping up with thc Joneses." A well-maintained neighborhood maintains and enhances property values, encourages a higher quality of life, and results in a common interest to preserve the character and attributes that make the block a comfortable place for living. The 1985 survey of housing conditions found that 812 of the City's 5,643 housing units (14%) were in need of minor repairs and upkeep. A total of 352 (6%) were in need of major repairs. Through the Redevelopment Agency and other block grant programs, funds can be made available to assist improving or rehabilitating the properties. An informal survey in 1994 found that conditions in terms of the number of units are generally the same as the 1985 survey. Some individual units and neighborhoods have been upgraded as older homes were purchased by families seeking "first home" ownership. Other renter-occupied neighborhoods have deteriorated. The number of homes seriously needing repair is not significant, perhaps less than five percent of the housing stock for major repairs. 1.17.02 General Plan goals, policies, and implementing programs G oal HS-3: Repair existing substandard housing to maintain an affordable housing stock. Policy HS-3.1' Identify means of improving deteriorating housing stock. Z~Housing Elements are certified in five year cycles, which is the entire short-term planning period. For purposes of Element implementation, special timing targets are identified to avoid time-specific actions all being deferred to the last year of the certification cycle. ~"Fiscal 1997" or"Fiscal Year 1997" refers to the City's fiscal management year which runs from July 1 through June 30. "Fiscal 1997" covers July 1, 1996 through June 30, 1997. A~{~ by the Cl~ Courmli: September, 1995 ,C, Ity of Uldah ~ Mendoclno County Uldah Valley Gena'al Plan and Growth Manegement Program vi.1. Housing ~, Page 45 Implementation Measure H$-3.I(a): Direct the Low and Moderate Income Housing Advisory Committee (LMIHAC) during the short-term planning period to identify public and private sources of rehabilitation financing available for home owners that are applicable to the Ulrich Valley. [Timeframe for completion: Short-term planning period ~, Measure applies to: City ~, Agency/Department responsible: Special Projects Administration ~, Special timing provisions related to the Housing Elemenh During the summer, the City shall collect data related to available grant programs and other financing programs; in the Fall the LMIHAC shall be convened to review the data and provide the necessary direction for selecting the most feasible or practical program for which the City shall compete or apply for funds ] Implementation Measure HS-3.I(b): Working with area banks and community services agencies, during the short-term planning period, establish a program for housing rehabilitation and repair. [Timeframe for completion: Short-term planning period ~, Measure applies to: City ~, Agency/Department responsible: Special Projects Administration under the provisions defined in Implementation Measure 3.1 .b, the City shall target to begin the rehabilitation program by the end of Fiscal 1996-97 ] lmplementationMeasure HS-3.I(c): The City shall develop funding resource programs in order to make funds available for home repairs from appropriate grant, entitlement programs, and private financial institutions. [Timeframe for completion: Short-term plann- ing period ,~, Measure applies to: C~y ~, Agency/Department responsible: Special Projects Administration ~, Special tirning provisions related to the Housing Element: The programs need to be in place and ready for making funds available by July 1, 1997] Implementation Measure H$-3.I(d): During the Housing Element five year period, the City shall provide funds to result in the repair of at least eleven homes based on available of financial resomr, es. [Timeframe for completion: Short-term planning period ~, Measure ap- plies to: City ,~, Agency/Department responsible: Special Projects Administration ~, Financing soumes: Redevelopment funds; CDBG; or one of the HUD pass-through grants, such as HOPE or HOME] Policy H$-3.2: Identify deteriorating housing stock. Implementation Measure HS-3.2(a): .As part of the periodic Housing Element review, the City ~all identify the locations and neighborhoods of deteriorating housing. [ Timeframe for completion: Short-term planning period ~, Measure applies to: City ,~, Agency/Department responsible: Spec~ Projects Administration ~, Special timing provisions related to the Housing Element: Prior to preparing the next Housing Element update, prepare a new and comprehensive housing condition study. This should be placed in the budget for Fiscal Year 1998 or 1999] Implementation Measure HS-3.2(b): Provide a mechanism at the City Building Department to record and track reports of deteriorating or substandard housing when reported to the City. [Timeframe for completion: Short-term planning period ~ Measure applies to: City ~. Agency/Department responsible: Special Projects Administration] Policy HS-3.3: Support and enhance area self-help programs. Implementation Measure HS-3.3(a): During the short-term planning period, the Low and Moderate Income Housing Advisory Committee shall work with community service agencies, the area Board of Realtors, area Building Association, and utilize private and public volunteers to create a program of bartering repair and remodeling services as a means of reducing the costs of affordable housing repair and rehabilitation. [Time- frame forcompletion: Short-term planning pedod ~, Measure applies to: City ,~, Agency/De- partment responsble: Special Projects Administration ~, Special timing provisions related to the Housing Element: Beginning in Fiscal Year 1996, the LMIHAC shall proactively set up meetings with area private groups to serve as a catalyst for a volunteer help program] Adopted by the Cay Council: September, 1995 ..Uldah Valley General Plan and Growth Management Program VI.1. Housing 4, Page 46 City of Uldah il~ Mendooino County, Callfom;- Implementation Measure HS-3.3(b): The City shall work with public and private community organizations to assist people in becoming skilled and trained for home repair. [Time- frame for completion: Short-term planning period 4, Measure applies to: City 4, Agency/De- partrnent responsible: Speckd Projects Administration 4, Special timing provisions related to the Housing Element: During Fiscal 1997, the City will work with the school district and community college district to develop self-help programs or assist in promoting existing self-help programs offered by the educational institutions. Other options, some of which were suggested by representatives of the Board of Realtors and the Community College District, include City Staff assistance to coordinate a program that uses services provided by the Board of Realtors or local builders to offer in-kind services for the needy for the self-help rehab programs] Implementation Measure H$-3.3(c): Continue to support self-help programs through the Redevelopment Agency as a means of sustaining and improving the downtown area. [Timeframe forcompletion: Short-term planning period 4, Measure applies to: City 4, Agen- cy/Department responsble: Special Projects Administration 4, Special timing provisions related to the Housing Element: This measure provides another option for the implementation and funding for Implementation Measure 3.3.c] Goal HS-4: Policy HS-4.I : Bring homes up to acceptable minimum standards of repair. Substantially reduce substandard homes or homes in need of major repairs. Implementation Measure HS-4.I(a): During the short-term planning period provide non-General Fund revenue m such as Redevelopment Agency 20 percent set aside funds -- each year for the repair and rehabilitation for a five year total of at least 35 homes requiting major repairs. [Timeframe for completion: Short--term planning period 4, Measure applies to: City 4, Agency/Department responsible: Special Projects Administration 4, Special timing provisions related to the Housing Element: Beginning in Fiscal 1996, target funding homes for rehab. By Fiscal 1998, the average of the homes for which rehabilitation have been made available should be the equivalent of seven homes per year] 1.18 Housing mix 1.18.01 Summary of major findings Ukiah residents deserve to have affordable housing options in a decent setting, regardless of income levels. New residential development should address the needs of all income levels. This will strengthen the diversity of the housing stock. More important, economic integration of housing stock provides for a more diverse setting for residents in the City. Integrating families and households in need of affordable housing into the community overall can avoid the problems associated with segregating a single economic group into one area of the community. Economic integration provides unique opportunities for families living in affordable housing to be a part of the overall commlmity. 1.18.02 General Plan goals, policies, and implementing programs G oal HS-5: Support a mix of housing styles and price ranges in Uldah. Policy HS-5.1: Establish programs to incorporate affordable housing into new residential development. Implementation Measure HS-5.I(a): Remove constraints to the housing type mix in new residential development through the Planned Development zoning district or equivalent- such as potential duplex or triplex units within single family neighborhoods -- when street capacity and public services are adequate to serve the Adopted by the Cay Council: September, 1995 City of Uldah ~ Mendoolno County, Uldah Valle~ General Plan and Growth Management Program VI.1. Housing ,l, Page 47 Policy HS-5.2: additional un~ts. [Timeframe for completion: Short-term planning period ~. Measure applies to: City ,~ Agency/Department responsible: Planning ~, Special timing provisions related to the Housing Elemenh Implemented in the new Land Development Code] Define the sources of financing for affordable housing. Implementation Measure H$-5.2(a): During the short-term planning period, the Low Income 1.19 Housing Advisory Committee shall meet with local financial institutions and the California Department of Housing and CommuIfity Development to def'me which financing resoume~ can be made available to the City. The LMIHAC shall foUow up the development of the resource program with an action Plan to aggressively seek the funds. [Timeframe for completion: Short-term planning period e Measure applies to: City ~, Agency/Department responsble: SpecbJ Projects Administration ~, Special timing provisions related to the Housing Element: Further implementation of Implementation Measure 3.1 .bi Home ownership opportunities 1.19.01 Summary of major findings promoting home ownership is one way to meet housing needs and maintain a diversified housing stock in the community. The City can assist by taking active steps to help increase the number of people in Ukiah who own their own homes. Providing oppommities for people to achieve a stake in the community is one of the goals of home ownership. Neighborhoods in which there is a substantial number of owner occupied dwellings are more stable, generally in better repair, and offer a higher quality of life than areas in which there is absentee ownership. A variety of housing opportunities is the best method of providing more ownership chances for new and established residents. One factor related to encouraging economic development is to ensure that there is a broad range of housing types and costs. Many communities have discovered that a lack of"executive" housing stock places the area at a competitive disadvantage when trying to attract a facility relocation. Some local employers have complained that it can be difficult to recruit new employees because area housing is not available within the income range of the new household. 1.19.02 Goal HS-6: Policy H$--6.1: General Plan goals, policies, and implementing programs Ensure that home ownership is both obtainable and sustainable. Take active steps to help increase the number of people in the area who are able own their own home. Implementation Measure HS-6.I (a): Work with the Board of Realtors and Community Services Agency to offer a program explaining how to become a homeowner on a biennial (every othexyear) basis. [Timeframe forcorrpletion: Short-term planning period ~, Measure applies to: Cbj ,e, Agency/Department responsible: Special Projects Administration ~, Special timing provisions related to the Housing Elemenh Target for Fiscal 1997 and Fiscal 1999] Implementation Measure HS-6.1(b): When approached by tenant organizations, the City shall provide technical assistance and guidance to tenants in apartments, motels, and mobile home parks who desire to purchase their facilities for conversion to ownership or cooperative ownership opportunities. [Timeframe for completion: Ongoing planning period Adopted by the Clly Council: September, 1995 Uldah Valley General Plan and Growth Management Prog~ City of Uidah Jl~ Mendo~lno County, Callforn!- VI.1. Housing 4, Page 48 .~ Measure .applies to: C~y ,~ Agency/Department responsible: Special Projects Administration]2;' Implementation Measure H$-6.](c): Using community services organization, during thc short- 1.20 1.20.01 term pl~nlng period, thc City shall develop programs to provide information, referrals, and non-financial assistance to families in danger of losing their homes. [Timeframe for completion: Ongoing planning period 4, Measure applies to: City ~ Agen- w/Department responsible: Special Projects Administration] Construction of affordable housing Summary of major findings Based on projected housing nexxls t including regional share needs of 112 units per year through 1997 t Ukiah needs to plan for the construction of new housing units. The projected needs of all income levels must be considered. The major issue to be satisfied is to ensure that there is a diverse set of housing types and within broad price ranges so that all components of the housing market can find housing ownership opportunities. Affordable housing is not only housing focused on households with low and moderate incomes. Affordable housing also can be an issue with families at and above the median income ff there is little or no housing available in their affordability range that meets expectations of the household. The concept of affordable presents a different scale of challenge. For example, a family with a combined income of $44,000 per year (within the "moderate" range) expected to be able to afford a monthly shelter payment of $1,100 per month.3° Depending on the downpayment and interest rate, this converts to a house within the $110,000 to $123,000 range. If there are no homes available for purchase within the price range -- due to market conditions or lack of new housing ~ this sample family would be unable to find affordable housing meeting its standards. Density bonus programs are one measure for obtaining affordable housing in conventional residential projects. State law establishes standards for density bonus provisions. A density bonus, as permitted in the City's zoning ordinance, provides for an increase in site density of up to twenty-five percent if the additional units are priced for targeted housing markets. For example, if homes are to typically to be priced at $150,000 per unit in a proposed 10 unit subdivision, the City may permit two additional units (a total of 12) if these additional units are priced to be afforded by families earning less than 80% of the median income or as defined in California Government Code §65917. The builder might use any of the affordable housing programs to bring down the price of the units based on some of the infrastructure savings. If the building saved $12,000 on infrastructure by spreading the cost over more units, these bonus units might price as $138,000. For example, if a downpayment program were available, the City's HOME grant pool might come up with $30,000 for a downpayment to make the amount to be financed in the range of the moderate family. The family is then purchasing the home for $108,000, which puts the payment within reach. Because bonus units are identical to main units, the selected family has purchased a $150,000 for $108,000. Technically, this family could move in today and resell the house tomorrow for $150,000, and walk away with a $42,000 profit generated with public and program money. To provide an opportunity to gain equity and still ensure that there ~'Ongoing" implementation measures are carried out all the time and generally will not require "special Housing Element timing provisions to be identified. ~rhis is based on a monthly income of $3,667 with 30% allocated for shelter cost. Adopted by the City Council: September, 1995 Clb/of Uldah il~ Mendoclno Counb/ Uldah Valley General Plan and Growth M .aru_~_ment Program VI.1. Housing ~, Page 49 is not a"windfall," the City would be a party to resale so that bonus units could be sold only to those who a qualifying families or the "windfall" is recaptured and returned to the pool. What this would mean is that ffthe price of the units in the subdivision were to rise to $160,000 through appreciation, if the selected family resold the house, the City would recapture the $30,000 to $42,000 extended through grants and discounts, and the family would retain the earned equity in the house m the same as a family purchasing the unit at the conventional price m $10,000. Second units attached to existing single family residences in single family residential areas are one method of promoting affordable housing. The efficiency or studio style apartment is built into an existing home. The second unit is conditionally permitted by regulation in Uldah. The conditional use permit process ensures that neighbors have an oppommity to express a position about the increase in neighborhood density that second units generate. Second units detached or units larger than studios promote infill and may be ufili?~:l to increase housing stock within thc City, where lot size and infrastructure requirements can be met. The City of Ukiah's General Plan and Growth Management Program does not include any policies that enable the "rationing" or restriction on the issuance of building permits. Permit rationing or other growth control measures have been used by some communities when faced with a severe and unanticipated situation in which it is no longer feasible to allow an unrestricted issuances of building permits. In the late 1970s and through much of the 1980s, for example, the City of Petaluma had a growth management program to ration limited residential land areas. The Lake Tahoe basin limits the number of permits issued each year for environmental reasons. The Ukiah Plan has no proposed policies along this line. The Plan, however, does establish an affordable housing protection program. Goal 9 and its associated policy and implementation measures provide that should some type of permit rationing occur, permits shall be made available to ensure adequate housing for all income levels. The City of Ukiah has an active Redevelopment Area that encompasses a significant portion of the City's central land area. A minimum of twenty percent of Redevelopment funds must be allocated to affordable housing. In addition, the Redevelopment Agency can recommend changes in the land use mix to increase housing opportunities. The Redevelopment Authority has an adopted allocation program that utilizes its funds in a manner that allows non-profit groups to leverage City funds with other funding sources to open more housing opportunities. 1.20.02 Goal HS-7: General Plan goals, policies, and implementing programs Encourage construction of housing units to meet projected housing needs for all income groups. Policy -7.1: Ensure adequate land area for a diverse housing stock. Implementation Measure HS-7.1(a): The Land Use Element shall reflect land areas in the City with appropriate locations and densities to meet the City's five year housing need. [Timeframe for completion: Ongoing planning period ~, Measure applies to: C~y .~, Agen- cy~Department responsible: Planning Department] Implementation Measure HS-7.I(b): Maintain an updated inventory of buildable housing sites existing wi_thin the City limits. [Timeframe for completion: Short-term planning period ~, Measure applies to: C~y ~ Agency/Department responsible: Special Projects Administration .~, Special tirning provisions related to the Housing Element: Create a permit tracldng system that includes purchase price or rental cost information by Fiscal 1997] Adopted by the Cb/Council: September, 1995 Uldah Valley Genera] Plan and Growth Management Program City of UHa_h Jl~ _U. endoclno County, C--!!fom.~'- VI.l, Housing ~ Page 50 Policy H$-7.2: Create incentives for developers of affordable housing. Implementation Measure H$-7.2(a): The City shall ensure that the Land Development Code is prepared with standards for density bonuses and other affordable housing incentives. [Timeframe for completion: Short-term planning pedod 4, Measure applies to: C~ 4, Agen- cy/Department responsible: Planning Department 4, Special timing provisions related to the Housing Element: Latter half of 1996] Goal HS-8: Policy HS-8.1: Goal HS-9: Policy HS-9.I : Allow construction or permitting of second residential units. Maintain the City's established policy program for permitting second units. Implementation Measure HS-8.I(a): Second units within single family zoning may be conditionally permitted if the site is appropriate following a public hearing and consideration of issuance of a use permit. [Timeframe for completion: Ongoing planning period 4, Measure applies to: City 4, Agency/Department responsible: Planning Department] Ensure an adequate Iow and moderate income housing stock to meet City needs. Dedicate an allocation of building permits each year to be used for housing affordable to low and moderate income families. Implementation Measure HS-9.1(a): Although the General Plan does not propose or impose any growth management program that creates permit rationing system, should such a growth control program be established, in order to meet the City's fair share of housing, the growth management program shall be designed to make available building permits for a diverse housing stock that meets the following minimum per year allocations of dwelling units: Income category ......................... Number of units~ Very Iow income ..................................... 44 Low income ......................................... 22 Moderate income ..................................... 28 Above moderate income ............................... 62 These numbers are only put into place ff the City institutes a program for growth management that rations the number of permits issued each year. [Timeframe for completion: Ongoing planning period 4, Measure applies to: City 4, Agency/Department responsible: Planning Department] Implementation Measure HS-9.I(b): The City shall work with local housing agencies to encourage the construction of at least three low- or low-moderate housing units per year for owner-occupancy. [Timeframe for completion: Ongoing planning period 4, Mea- · sure applies to: City 4, Agency/Department responsible: Special Projects Administration] Policy HS-9.2: Facilitate the construction of affordable housing. Implementation Measure HS-9.2(a): During the short-term planning period, modify internal application processing systems to fast-track projects providing affordable housing. [Timeframe for completion: Short-term planning period 4, Measure applies to: City 4, Agen- 3]Minimum number dwelling units for which building permits are to be made available during the short- term planning period (5 years). A multi-family dwelling has multiple units with only one building permit. Adopted by the City Council: September, 1995 City of Uklah il~ Mendoclno County Uldah Valley General Plan and Growth Mane?_ment Program VI.1. Housing ~, Page 51 G cy/Department responsible: Planning Department .e Special timing provisions related to the Housing Element: This is a provision to be included in the new Land Development Code] Implementation Measure HS-9.2(b): Include in the Land Development Code a series of standard conditions that would apply to affordable housing in order to allow pre-planning for project conditions. [Timeframe for completion: Ongoing planning period ~, Measure applies to: Cbj ~, Agency/Department responsible: Planning Department ,e Special timing provisions related to the Housing Element: The City's existing zoning ordinance includes a "Planned Development" ordinance that will be carried forward in concept to the revised Land Development Code. The PD ordinance relaxes standards for setbacks, parldng, and other development in order to provide the highest levels of flexibility. The Ukiah PD ordinance, a copy which has been filed with the Department Housing and Community Development, allow nearly "negotiated" building and site development standards in exchange for benefits to the community. Standard conditions typically include establishing the number of parking spaces per unit, type and design of landscaping and open space areas, building setbacks, and other special provisions related to the site devebpment. Building design and neighborhood compatible design is likely to be a part of future project reviews following adoption of the new land development code during the certification cycle of the Housing Element] Implementation Measure H$-9.2(c): Continue to utilize the Density Bonus provisions of the Land Development Code to provide opportunities for affordable housing projects by distributing infrastructure costs across more units which reduces the cost per unit of infrastmcaxre development. [Timeframe for completion: Ongoing planning period ,t, Mea- sure applies to: City ~, Agency/Department responsible: Planning Department] Implementation Measure H$-9.2(d): Utilize the Planned Development zoning district or its equivalent to allow development design flexibility for affordable housing projects. [Timeframe for completion: Ongobg planning period ~, Measure applies to: Cbj ~, Agency/De- partment responsible: Planning Department] oal HS-10: Continue to utilize redevelopment funds for affordable housing. Policy HS-IO.I: Appropriately utilize the twenty percent redevelopment housing fund allocation to create or leverage affordable housing. Implementation Measure HS-IO.I(a): Coordinate efforts between the Redevelopment Agency and the Low and Moderate Income Advisory determine and meet affordable housing needs. [Timeframe for completion: Ongoing planning period .C* Measure applies to: City Agency/Department responsible: Planning Department] Implementation Measure HS-IO.I(b): Utilize Redevelopment funds, when feasible, as leverage with private and other funding sources to generate more housing. [Timeframe tor com- pletion: Short-term planning period ,l, Measure applies to: City ~, Agency/Department re- sponsible: Special Projects Administration ~, Special timing provisions related to the Housing Element: This measure provides further coordination with the requirements in Implementation Measure 3.1 .b] Implementation Measure H$-IO.I(c): The Redevelopment Agency housing mix incentives shall include provisions for mixed uses and combinations of residential and commercial development. [Timeframe for completion: Ongoing planning period ~. Measure applies to: C~y ~, Agency/Dapartment responsible: Special Projects Administration] Adopted by the Cay Council: September, 1995 ,U~ Valley General Plan and Growth Management VI.1. Housing 4, Page 52 City of Uklah ~ Mendoclno County, Callfom!,, 1.21 1.21.01 Meeting special housing needs Summary of major findings Some of thc groups in thc Ukiah area which have special housing needs include thc elderly, disabled, homeless, seasonal workers, and single mothers with children. Although there is a definitive need for support services for special populations, the City's current construction programs have resulted in the addition of new housing stock to meet special population needs. 1.21.02 General Plan goals, policies, and implementing programs Goal HS-1I: People with special needs shall have access to housing and supportive housing services. G Policy HS-II.I: Maintain a current inventory of housing for persons with special needs. Implementation Measure HS-II.I(a): Inventory the existing housing that is available as emergency shelter. [Timeframe for completion: Short--term planning period 4, Measure ap- plies to: City 4, Agency/Department responsible: Special Projects Administration 4' Special timing provisions related to the Housing Element: Prepare the special inventory of housing by Fiscal 1997] oal HS-12: Ensure that migratory/seasonal workers have affordable housing options. Policy HS-12.1: Encourage the provision of appropriate, safe, affordable housing for seasonal labor and families. G Implementation Measure H$-12.1(a): Work with the County to continue a program for providing housing for migratory and seasonal works. [Timeframe for completion: Ongoing planning period 4' Measure applies to: C~y 4' Agency/Department responsible: Special Projects Administration] Implementation Measure HS-12.1(b): During the short-term planning period, work with the County to establish a program to assist appropriate agencies or organizations with the acquisition of older motels or other facilities that could be converted to seasonal worker housing. [Timeframe for completion: Short-term planning period 4, Measure applies to: Ck'y 4, Agency/Department responsible: Special Projects Administration 4, Special timing provisions related to the Housing Element: Begin an inventory in Fiscal 1997, start assistance with acquisition in Fiscal 1998. This program is likely to be targeted to carry over into the intermediate-term planning period because of its undetermined capital costs. A likely source for the funds would be the Redevelopment Agency's 20% set aside funds.] oal HS--13: Continue to permit development of group care homes. Policy HS-13.1: Support efforts to integrate group care homes to meet special housing needs. Implementation Measure HS-I3.I(a): Provide staff support or other assistance to organizations seeking to develop group care homes for the elderly, developmentally disabled, or the physically disabled. [Timeframe for completion: Ongoing planning period 4, Measure ap- plies to: City 4, Agency/Department responsible: Special Projects Administration] Implementation Measure HS-13.1(b): Offer permit processing incentives or other assistance for group homes that are proposed to be developed through rehabilitation of existing housing stock or that are designed to enhance or improve neighborhood character or Adopted by the City Council: September, 1995 City of Uldah il~ Mendo~lno County Utdah Valley General Plan and Growth Mana(~ement Program VI.1. Housing ,;. Page 53 1.22 1.22.01 appearances. [Timeframe for completion: Short-term planning pedod ~. Measure applies to: C~y ,~ Agency/Department responsible: Special Projects Administration] Jobs-housing balance Summary of major findings Balancing employment opportunities with housing availability is an issue that transcends all income groups. One of the critical components of the General Plan is the desire to attract creative, clean, and good-paying industry to the area. While "start-ups" -- a completely new business that starts from scratch in the area -- may make almost exclusive use of the existing labor pool, a business expanding to the area or relocating to the Ukiah Valley would most likely bring key employees with it as part of the relocation. Because of this approach, a relocating business examines not only the available pool of labor, the costs of doing business locally, and the expense of the relocation, the business also looks to ensure that there is quality housing affordable to its relocating staff. Maintaining a balance between available jobs and locations for housing is the issue. In order to maintain this balance, a community must ensure that when it is making land available for employment development opportunities that it also has appropriate land suitable for new housing to accommodate the change in the labor force. The siting of lands for residential purposes is within the Land Use Element in Chapter Ill. 1 beginning on page VI-1. Encouragement for new job generation is in the Vision Statement and the Economic Development Element in Chapter VI.C beginning on page VI-65. The focus on the Housing Element is to guide siting and recruitment policies as a means of directing that housing locations be near employment centers. 1.22.02 General Plan goals, policies, and implementing programs Goal HS-14: Achieve an employment-housing balance. Policy HS-14.1: Ensure that lands for housing are located near designated areas that will serve as employment centers. Implementation Measure HS-I4.I(a): Identify and coordinate housing development with existing and future job(s) so that lands near job centers are designated for appropriate residential development. [Timeframe for completion: Ongoing planning period ~, Measure applies to: C~y ,~, Agency/Department responsible: Planning Department <, Special timing provisions related to the Housing Element: The Land Use Element reflects this in siting new residential areas] Implementation Measure HS-14.1 (b): In reviewing residential development proposals near job centers, the City shall incorporate into staff reports an inventory of the proposed new housing and its purchase price along with an inventory of the number of jobs available in thc area by income bracket [Timeframe for completion: Ongoing planning period ~. Mea- sure applies to: City ,~ Agency/Department responsible: Planning Department] Implementation Measure HS-14.1(c): Establish land development regulations that encourage subdivisions to offer a diversity of housing stock to match the family affordability index for the Valley. [Timeframe for completion: Ongoing planning period ~. Measure ap- plies to: Cb · Agency/Department responsible: Planning Department] Non-traditional housing styles Adopted by the City Council: September, 1995 Ukiah Valley General Plan and Growlh Management Program VI.1. Housing ~, Page 54 City of U.U3_=h/1~ __.a~_.,tdoclno County, Callforn!- 1.23.01 Summary of major findings One way to help alleviate the burden of providing more housing to a given population is to usc the tcxisting housing in a more effective way. One way of doing this is to have shared housing. Shared housing often occurs on its own when people have lost all other options and move in with family and/or friends as a way to avoid homelessness. Planned shared housing allows residents to become involved out of choice rather than necessity. Impediments to higher density living that discourage shared housing need to be removed in order to simplify the process. 'I'ne city needs to develop programs to encourage shared housing, taking the lead fxom other cities where such programs have been successfully implemented. Some services these programs can provide are counseling for people in shared housing situations, assistance with contract writing for people entering shared housing arrangements, and assistance for matching up parties interested in shared housing arrangements. There are several specific populations that can benefit from shared housing arrangements: elderly people not wanting to live alone or in senior housing, single parents that would like to live with other adults to ease the responsibilities of child raising, any person who would like to live in a house rather than an apartment but could not handle the expense of a house alone or would merely prefer to live with others. The increased possibility of home ownership is certainly a plus. Also, the needs of a differently abled person may be aided by living in a shared housing arrangement. 1.23.02 General Plan goals, policies, and implementing programs Goal HS-15: Encourage non-traditional housing and ownership styles. Policy H$-15.1: Encourage new flexible housing stock design which may accommodate uses other than traditional single family residence. Implementation Measure H$-15.l(a): Amend the land development regulations to simplify the approval of planned unit development, shared-facility housing, and non-traditional single family residential housing. [Timeframe for completion: Shon-term planning period ~, Measure applies to: C~y ~, Agency/Department responsible: Planning Department ¢. Special timing provisions related to the Housing Element: Identify 'co-housing" as a land use and provide for cooperative housing within the subdivision ordinance. Allow for shared housing and shared facilities in the building code. Latter half of 1996] Policy H$-15.2: The City shall encourage alternative living arrangements which maximize the use of the available housing stock and land resources. Implementation Measure HS-I52(a): The City shall work with community agencies to facilitate shared housing arrangements. [Timeframe for completion: Ongoing planning period ~, Mea- sure applies to: City ~, Agency/Department responsible: Planning Department] 1.24 Housing Element review 1.24.01 Summary of major findings Califomia law requires that the Housing Element be updated every five years. In addition, State law also requires an annual review of achievement of the General Plan. The General Plan includes provisions to require that aH Elements of the Plan be reviewed each year to measure the success of implementation. The A,~pled by the City Council: September, lg95 ,City of Uklah il~ Mendoclno County Ukiah Valley General Plan and Growth Man_~a?ment Program VI.1. Housing ,~ Page 55 Housing Element is to be part of this review. In addition, the proposed land development code is to be reviewed at the same time. 1.24.02 Goal HS-16: Policy HS-16.1: General Plan goals, policies, and implementing programs Maintain the viability of the City's housing programs. Review the Housing Element on an periodic basis. Implementation Measure HS-I 6.1(a): The Low Income Housing Advisory Committ~ shall prepare a report with the City's Annual General Plan review to identify the progress in achieving the Housing Element to be a part of the Community Development Depamnent's annual report on the General Plan. [Timeframe for completion: 'Ongoing planning period 4, Measure applies to: CRy ~, Agency/Department responsible: Special Projects Administration] Implementation Measure HS-16.1 (b): The Low Income Housing Advisory Committee shall identify in its report fiscally achievable recommendations to the Planning Commission and City Council conccming those areas in which the City may not be meeting its goals. [Timeframe for completion: Ongoing planning period ~, Measure applies to: CRy ~, Agency/Department responsible: Special Projects Administration] 1.25 1.25.01 Fair housing and anti-discrimination Summary of major findings Te City of Ukiah has long supported fair housing opportunities. The City makes available booklets providing yormation about resourc~ to assist those believing that they have been the subject of discrimination related to housing opportunities. Complaints fielded by the City are turned over to the Dislxict Attorney for investigation and prosecution, if needed. This has been the system used by the City for the past ten years, and appears to have been successful in resolving the limited number of complaints received. 1.25.02 Goal HS-17: Policy HS-I 7.1: General Plan goals, policies, and implementing programs Support fair housing regulations. Provide information on eaforcement and assistance for housing discrimination complaints. Implementation Measure HS-17.1(a): Continue to make available information on resources to assist persons believing that they have been denied fair housing opportunities. [Timeframe for completion: Ongoing planning period , Measure applies to: CRy ,e Agency/Department re- sponsible: Special Projects Administration] Adopted by the city Council: September, 1995 STATE OF CALIFORNIA - BUSINESS1 TRANSPORTATION AND HOUSING AGENCY DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT DIVISION OF HOUSING POLICY DEVELOPMENT l~00 THIRD STgEE-'T, Room 430 P.O BOX 95205~ SACRAMEN"TO. CA 94252-2053 (916) 3Z3-3176 FAX (916) 327.2643 PETE WILSON1 Governor August 29, 1995 Mr. Charles L. Rough, Junior City Manager City of Ukiah 300 Seminary Avenue Ukiah, California 95482-5400 Dear Mr. Rough: R~: Review of the City of Ukiah's Revised Draft Housing Element Thank you for submitting Ukiah's revised draft housing element, comprised of the revised draft received for our review on August 4, 1995, and revisions received by facsimile transmission on August 23, 1995. As you know, we are required to review draft housing elements and report.our findings to the locality pursuant to Government Code Section 65585(b). We are providing an expedited review to facilitate the City's adoption of the element. Telephone conversations with Mr. Charley Stump, Senior Planner, on August 18, 23 and 25, 1995 assisted our review. This letter summarizes the comments shared with Mr. Stump on August 25, 1995. Ukiah's revisions to the draft housing element address all of the comments from our May 5, 1995 review letter. We are therefore pleased to find that when the revised draft element is adopted by the City Council, an~ submitted to this Department for our review, the element will comply with State housing element law (Article 10.6 of the Government Code). For example, the element has now been expanded to include additional data on typical developed densities in the high density zone. The element indicates that vacant land in the high density zone has been developed at sufficient densities to accommodate housing for lower-income households. To ensure final compliance with State housing element law, the City should submit the adopted element as soon as possible pursuant to Government Code Section 65585(g). While the revised draft element now addresses all the statutory requirements, the element must be adopted and submitted to this Department to be'in full compliance with the law. Mr. Charles L. Rough, Junior Page 2 We wish you success in the implementation of the City's element, and look forward to following the successful implementation of the City's housing programs in the annual reports required pursuant to Government Code Section 65400. We appreciate the cooperation, and assistance of Mr. Stump during the course of our review. If you would like any assistance in the implementation of your housing element, please contact Robert Maus, of our staff, at (916) 327-2640. Sincerely, jA~lnng~DeA~uO~aDire~ctor cc: Charley Stump, Senior Planner, City of Ukiah Robert Sawyer, Planning Director, City of Ukiah Eric Jay Toll, Consultant, City of Ukiah Redwood Legal Assistance, Ukiah Office Jim Smith, Ukiah Daily Journal Bob Harkavy, California Rural Legal Assistance Mary Spangle, Mendocino Council of Governments Kathleen Mikkelson, Deputy Attorney General Bob Cervantes, Governor's Office of Planning and Research Dwight Hanson, California Building Industry Association Kerry Harrington Morrison, CA Association of Realtors Marc Brown, California Rural Legal Assistance Foundation Rob Wiener, California Coalition for Rural Housing Susan DeSantis, The Planning Center Dara Schur~ Western Center on Law and Poverty Item No. 9a Date: 11/1/95 AGENDA SUMMARY REPORT SUBJECT: Authorize the Mayor to Execute Amendment No. 5 to the Agreement between Kennedy/Jenks Consultants, Inc. and the City of Ukiah Dated May 21, 1992 for Engineering Services Relative to the Advanced Wastewater Treatment Plant Project for an Amount not to Exceed $68,900. REPORT: As the Advanced Wastewater Treatment Project nears completion, a requirement for additional engineering services is needecL Amendment No. 5 will cover the additional tasks required for completion of 1) the Construction Phase, 2) Prime Engineering requirements for the State Water Resource Control Board and 3) the installation of needed primary process equipment. 1) Additional funds will be needed to complete the construction phase of this project. This shortfall is due to several things. Early in the construction phase of the project the State requested additional design documentation relative to funding eligibility for some plant components. Additional meetings, conversations and correspondence with State Water Resource Control Board staff was required. These efforts are described in Tasks 3.7, 3.8 and 3.14 of the Contract Amendment. $15,300 was spend on this effort which was not planned, but was required to f'malize the State Loan. As a result, the City was able to have the loan eligibility amount increased by $100,000. $17,100 of additional engineering design as described in Tasks 3.7, 3.8 and 3.11 of the Contract Amendment, was required when the chosen supplier of the filtration system could not meet the required specifications of the project. As a result, the next lowest bidding supplier was substituted, requiring a complete redesign of the piping and performance requirements for the filtration system. However, this did produce a benefit, the City will have the same filter equipment at the Water Treatment Plant and the Wastewater Treatment Plant allowing standardization of equipment at no additional equipment cost to the City. $10,800 will be required to develop and test the graphics screens and computer control systems. These funds will also be used to develop an operations manual for the plant operators and basic training for the plant operators. Task 3.13 was not included in the Construction scope of work and needs to be addressed. (Continued Page 2) RECOMMENDED ACTION: 1) Authorize the Mayor to Execute Amendment No. 5 to the Agreement between the City of Ukiah and Kennedy/Jenks Consultants Dated May 21, 1992 for an amount not to Exceed $68,900. 2) Authorize a Budget Amendment to increase the Expense Budget 611-7410-250 in the Amount of $48,600, transfer from City Capital Fund 620 and from District Capital Fund 650 $15,822 each, to cover unfunded portion of Items 1 and 2 and increase the revenue budget in Fund 611 by $16,956. ALTERNATIVE COUNCIL POLICY OPTIONS: Deny Authorization and Direct Staff as to Alternative. Requested by: Darryl L. Barnes, Director of Public Utilities Coordinated with: Candace Horsley, City Manager Attachment: 1) Amendment No. 5 2) Fund Accounting Sheets 3) Budget Arpe~dment Analysis (Page 2) As a result, this additional $43,200 will complete the construction phase of the project and all remaining submittal for design review. These funds will be charged to the project in account 611-7410-250. 2) The Prime Engineering effort is required by the State Water Resource Control Board. They require the Design Engineer to monitor the plants performance and submit performance reports, so the plant can be certified by the State, as being in compliance. This work is funded through the loan. The total for this effort is $5,400. The amount of loan proceeds defined for this work is $16,956. These funds are available after the construction phase has been completed. This will leave $11,556 to partial fund the items defined in part 1 above. This effort will be charged to 611-7410-250. 3) $20,300, as described in Task 3.12, is required to replace equipmem on the primary processing side of the facility. This equipment is required to enhance the performance of the facility. This work is not covered by the loan program, however funds for this effort were budgeted by staff in 612-3580-302. CITY OF UKIAH AMENDMENT NO. 5 TO AGREEMENT OF 21 MAY 1992 ADDITIONAL SERVICES SCOPE OF WORK FOR ADDITIONAL SERVICES The supplemental services are related to accomplishing tasks requested by the City as defined in Exhibit 1 to this Amendment. Exhibit 1 presents the additional services by task following the format of Agreement Exhibit A, Scope of Scope of Services. In general, the additional tasks requested by the City include: 1) 2) 3) 4) 5) SFR loan assistance during project bidding, award and construction. Additional engineering design services requested by the City. Factory testing of control panels and development of computer graphic screens. Coordination and review of equipment manfacturers' changes and substitutions. Prime engineering (post-construction) services and SRF project certification. SCHEDULE An updated project schedule for carrying out construction phase services is presented in Exhibit 2 to Amendment No. 2 and is based upon a 1 7-month-construction period. As of this amendment, the project construction period is extended by 1-1/4 months due to rain delays. As a result, time dependent services are extended by this Amendment to cover a 18-1/2-month construction period. COMPENSATION This scope of additional services will be accomplished on a time and expense reimburse- ment basis in accordance with Article III of our 21 May 1992 Agreement. The budget for the additional services defined herein is provided in Exhibit 1 to this Amendment. TERMS AND CONDITIONS All terms and conditions of our 21 May 1992 Agreement remain in force and effect except as modified by this and previous Amendments. 1 of 2 CITY OF UKIAH AMENDMENT NO. 5 TO AGREEMENT OF 21 MAY 1992 ADDITIONAL SERVICES AUTHORIZATION This Amendment is agreed to this ~-~ /'~ay of 1995. KENNEDY/JF.~KS/ONSULTANTS, J'obl A. Failer, P.E. Prat Manager , Donald R. Weiden, P.E. Vice President g:~ob\92\920524.03~amend5 .doc INC. CITY OF UKIAH By Title Date 2of2 CITY OF UKIAH AMENDMENT NO. 5 TO AGREEMENT OF 21 MAY 1992 EXHIBIT 1 PHASE 3 - CONSTRUCTION SUPPORT SERVICES Tasks under the Phase 3 Scope of Services are hereby enhanced as follows: Task 3.7 - Site Visits by the Design Engineer This task is expanded to include additional site visits requested by the City and to cover additional site visits over the extended project construction period. Task 3.8 - Office Support Services by the Design Engineer This task is expanded to cover additional engineering office support services by the design engineer over the extended construction period. The following tasks are hereby added to the Phase 3 Scope of services: Task 3.1 1 - State Revolving Fund (SRF) Loan Assistance During Project Bidding and Construction This additional task is for interfacing with the State Water Resources Control Board (SWRCB) during project bidding and construction, and providing follow-up documentation to maximize funding eligibility. The additional services include meetings, conversations and correspondence for communicating to SWRCB staff the content and presentations of the bid documents, updates of the extended bid period, tabulated bid results, bid proposals from the apparent Iow bidders, and construction timing and sequencing. The task also includes assistance in preparing and responding to questions regarding the Authorization- to-Award (ATA) package, SRF Loan Package and authorization to begin construction. Task 3.12 - City Requested Engineering Design Services During Construction This task provides for additional engineering design services requested by the City on the following items: a. Upgrade and expand plant compressed air system. Task includes design of new, larger air compressors with new controls and relocating the equipment from the Shop to the Grit Blower Room. b. Provide new sludge overflow box at the existing primary sludge sump and install new overflow discharge line back to the raw sewage influent headworks. C. Provide new controls and sequence timers from the existing primary sludge collectors and pumping systems. New controls and timer will be developed using the new PLC in Operations Building and interface with the computer 1 of 4 CITY OF UKIAH AMENDMENT NO. 5 TO AGREEMENT OF 21 MAY 1992 EXHIBIT 1 monitoring system with appropriate graphic display screens and control strategy. Task 3.13 - Factory Testing and Computer Screen Development Attend and witness the factory testing of the process instrumentation panels, programmable logic controllers (PLCs) and computer interfacing and monitoring equipment. Develop compluter graphic and monitoring screens for existing facilities to be interfaced with the new computer system for the new facilities. Develop format for reporting of analog data from the computer monitoring system for submission with the City's monthly NPDES monitoring reports to the North Coast Regional Water Quality Control Board. Task 3.14 - Equipment Manufactures Changes and Substitutions Provide additional reviews, attend meetings with manufacturers and the City and overall coordination associated with changes and substitutions in equipment manufacturers. Equipment changes include the following: a. Change in clarifier/filter manufactures after the Iow bid manufacture could not meet the project specifications and time schedule. b. Change in plastic chain supplier for the secondary sedimentation tanks due to quality control problems and load test results of the Iow bid manufacturer. c. Proposed substitution for the influent channel screens/grinders. d. Substitution of the belt filter manufacturer due to the inability of the Iow bidder to meet the project specifications and provide an independent gravity belt section for sludge thickening which is entirely separate from the sludge dewatering belt press system. Task 3.15 - Prime Engineering (Post Construction) Services Provide followup services during the first year of operation to monitor performance, review data, respond to operational questions and provide guidance for process optimization. Task also includes preparation of a project certification report at the end of the first year of operation as a requirement and condition of the SRF loan package. Quarterly site visits and dated review are budgeted along with assistance in preparation of the project certification. 2of4 CITY OF UKIAH AMENDMENT NO. 5 TO AGREEMENT OF 21 MAY 1992 EXHIBIT 1 ............................................................ ',', Task 3.1 - Shop Drawing Review K/J to 1,275 1,275 provide Task 3.2 - Construction Staking Contractor - - to provide Task 3.3 - Acceptance and K/J to 60 - 60 Performance Testing Review provide Task 3.4 - Operator Training K/J to 60 - 60 provide Task 3.5 - O&M Manual Update K/J to 310 - 310 provide Task 3.6 - Construction Materials Contractor - - - Testing to provide Task 3.7 - Site Visits by the K/J to 140 20 160 Design Engineer perform as requested by the City Task 3.8 - Office Support K/J to 580 40 620 Services by the Design Engineer perform as requested by the City Task 3.9 - Field Inspection City to - - provide Task 3.10 - Record Drawings K/J to 80 - 80 perform (Additional Tasks for Amendment No. §) Task 3.11 - SRF Loan Assistance K/J to -- 140 140 perform Task 3.12 - Additional Task 3.12 - K/J to K/J - 220 220 Additional Design Services to perform Task 3.13 - Factory Testing and K/J to - 120 120 Development of Graphics Screen perform 3of4 CITY OF UKIAH AMENDMENT NO. 5 TO AGREEMENT OF 21 MAY 1992 EXHIBIT 1 Task 3.14 - Equipment K/J to - 160 160 Manufacturer Changes perform Task 3.15 - Prime Engineering K/J to - 60 60 (post-construction) Services perform Total Workhours 2,505 760 3,265 Average Workhour Rate $83.55 $90 $83.05 Total Labor $209,285 $68,400 $277,685 Total Expenses $9,500 $500 $10,000 Total Budget $218,785 $68,900 $287,685 Total Amendment No. 5 $68,900 TOTAL PHASE 3 AGREEMENT BUDGET I I I *287,685 g:\job\92\920524.03\exhibit 1 .doc 4of4 CITY SEWER CAPITAL RESERVE - FUND #620 IBud.cleted amounts: Beginning fund balance 7/1/95 Revenue budgeted Expenses budgeted Budgeted ending fund balance 6/30/96 $ 718,833 $ 9O,885 $ (11,000) $ 798,718 Adjustments made durinq the fiscal year: Date Approved 10/18/95 Pond bank reconstruction 11/1/95 Pro. Transfer to Fund #611 Account No. 612.3580.250.000 $ (144,520) 620.283.611 $ (15,822) Revised ending fund balance 6/30/96 $ 638,376 RESERVES.XLS 10/27/95 Page 1 Fund 620 DISTRICT SEWER CAPITAL RESERVE - FUND #650 IBudgeted amounts: Beginning fund balance 7/1/95 Revenue budgeted Expenses budgeted Budgeted ending fund balance 6/30/96 1,1 32,427 56,688 (11,000) 1,178,115 Adjustments made during the fiscal year: Date Approved 10/18/95 Pond bank reconstruction 11/1/95 Pro. Transfer to Fund #611 Account No. 612.3580.250.000 $ (109,962) 650.283.611 $ (15,822) Revised ending fund balance 6/30/96 $1,052,331 RESERVES.XLS 10/27/95 Page 1 Fund 650 SEWER CONSTRUCTION - FUND #6'11 IBud.qeted amounts: Beginning fund balance 7/1/95 Revenue budgeted Expenses budgeted Budgeted ending fund balance 6/30/96 I $ 430,819 I $ 2,134,036I :(2,564,8.55)I Adiustments made durin.q the fiscal year: Date Approved Account No. 11/1/95 Pm. Increase loan proceeds 611.0600.490 $ 16,956 11/1/95 Pro. Transfer from Fund ~20 611.281.620 $ 15,822 11/1/95 Pro. Transfer from Fund ~50 611.281.650 $ 15,822 11/1/95 Pm. Additional expense for Kennedy/Jenks contract 611.7410.250 $ (48,600) Revised ending fund balance 6/30/96 $ - RESERVES.XLS 10/27/95 Page 1 Fund 611 ITEM NO. 9b DATE: NOVEMBER 1, 1995 AGENDA SUMMARY REPORT SUBJECT: AUTHORIZE ACQUISITION OF EASEMENT FROM TRIOND, A GENERAL PARTNERSHIP, AND THE EXPENDITURE OF PUBLIC FUNDS IN THE AMOUNT OF $12,170 FOR PUBLIC STREET PURPOSES SUMMARY City Council's authorization to expend public funds in the amount of $12,170 for the acquisition of an easement for street and utility purposes on property owned by Triond, a General Partnership, is requested. Council's approval to acquire escrow services from Redwood Empire Title Company is also sought. CONTINUED ON PAGE 2 RECOMMENDED ACTION: Authorize the easement acquisition for street and public utility purposes on property located on the northeast corner of Brush and State Streets, address 915 North State Street, and owned by Triond, a General Partnership, subject to construction conditions as identified in this report for the monetary amount of $12,170. Authorize the acquisition of Title and Escrow Services from Redwood Empire Title Company. Acct. No. (If Budgeted): 300-9624 Easement Acquisition: $12,170 Title and Escrow Services: Not to exceed $1,000 ALTERNATIVE COUNCIL POLICY OPTIONS: N/A Appropriation Requested: N/A Citizen Advised: Requested by: Rick H. Kennedy, Director of Public Works/City Engineer Prepared by: Rick H. Kennedy, Director of Public Works/City Engineer Coordinated with: Candace Horsley, City Manager Harding Appraisal Company Attachments: 1. Acceptance of Offer and Conditions 2. Valuation Summary 3. Correspondence to Property Owner 4. Proposed Grant of Easement R:i~PW:kk ATRIOND Authorize Acquisition of Easement from Triond, a General Partnership, and the Expenditure of Public Funds in the Amount of $12,170 for Public Street Purposes November 1, 1995 Page 2 BACKGROUND The proposed easement acquisition from Triond, owner of property located at the northeast comer of Low Gap Road/Brush Street/and State Street intersection, is needed to accommodate street improvements which will include the widening of Brush Street and the enlargement of the curb return to a 35 foot radius. This improvement is a component of the overall Low Gap Road/Brush Street/State Street Traffic Signalization and Intersection Improvement Project. The proposed easement acquisition will encumber approximately 889 square feet of land and will require the removal and relocation of private property improvements. Land and affected improvements were appraised by Harding Appraisal Company, Inc., of Santa Rosa at $9.00 per square foot for land and a total of $4,170 for site improvements. The total appraisal value for land and improvements is $12,170. A copy of the valuation summary from the appraisal report is attached. On behalf of the City, Harding Appraisal Company acting as Right-of-Way Agent has obtained an Acceptance of Offer, copy attached, from Triond with the following conditions: 1. City to relocate at no cost to the property owner the logo and gas price sign. 1 City to repair, at no cost to the property owner, the remainder portion of the irrigation system, as necessary, to continue its function. e During construction of the street improvements within the acquired easement, the City will not close or interfere with access to Grantor's North State Street drive access and will keep at least one-half of Grantor's Brush Street drive access open at all times during construction. Upon completion of the project, City will have restored the Brush Drive access to at least its current width dimensions. The above conditions are reasonable and acceptable to the Director of Public Works/City Engineer and they will be incorporated into the Improvement Design and Contract Documents. Staff proposes that the services of Redwood Empire Title Company be acquired for title and escrow services. A Preliminary Title Report has been prepared by this Title Company. The services are provided on a standard fee bases and it is not expected that the total fee will exceed $1,000. For other land acquisitions related to the project, the total cost for title search, escrow services, and document recordation did not exceed $460. The easement acquisition cost and Title Company expenses are to be taken from the State Street/Brush Street/Low Gap Road Traffic Signal and Intersection Improvement Budget Account No. 300-9624. R:I~V:KK ATRIOND TEL No. Oct 25,95 14'40 P.03 ILILIIII~.~IL M V~k~llllillVl~ I IIlI lIVE V 411IV~I~V IVY I , I i Vfll ACCEPTANCE OF OFFER In return for execution of I Grant of Easement to the City of Ukteh the t will encumber i certeln portion ~'f 'property owned by the Grantori et 915 North Stets Street, the city offers to recompense the Grantors by paying them the cum of $12,170 lp cash, the money being held in escrow and to be paid Immediately by the escrow, holder upon ~3r)ntor's execution of the easeme~tdocument. Th~s accept;ante is eondic~onecl upon the Uk~.ah City Co~mc~.l approvtn and accept~.z~g the ol~lisac~.ons set forth Ln Xnc.'s er of 20, 1995, whO. ch ~s attached hereto. Grintor' (]ranter~ , General Partnership for Triond, general Partnership grertlo Grantor: - for T~|o~d, General Partnership for Trig)nd, General Partnership TEL No. Oct 25,95 14'40 P.02 HARDING APPRAISAL CO., Inc. BRUCE HARDING, MAI GARY FULBRIGHT, MA! 3000 Cleveland Ave,, Suite 204 Santa Rosa, California 95403 Phone (707) 571-8957 October 20, 1995 Mr, John Johnson Triond P,O. Box 886 Benicia, CA 94510 Dear Mr. Johnson: This purpose of this letter is to provide written assurance to you that the City of Ukiah, as part of its North State Street/Brush Street improvement project, will: ( 1 ) move and reinstall at no cost to you the logo-and-gas-price sign at your station; and {2} repair at no cost to you the remainder portion of the irrigation system, as necessary, to continue its service; and (3) will not., during its construction of the easement, close or interfere with access to Grantor's North State Street driveway; and wil.._.tl keep at least one-half of Grantor's Brush Street driveway open at all times during construction and, upon project conclusion, will restore that driveway to at least its current dimensions. The director of public works has advised me that your proposed addition of wording is acceptable for the Grant of Easement; that is, to add: "Grantor retains a non exclusive right to use the property subject to the easement for ingress and egress to its remaining property which is immediately north of the easement granted hereby. Grantee agrees not to obstruct or interfere with said use by Grantor, its assigns or invitees." Please sign and return the "Acceptance of Offer" sent on August 119, 1995, and I will notify The City of Ukiah of your approval. Upon approval of action by the city council, an escrow account established with the $1 2,170 payment on deposit and ready for your signing of the easement agreement. Please call me if you have any question on this. Sincerely, Gary Fulbright cc: Mr, Rick H. Kennedy; P.E. I_'-' Valuation - cont. Improvement Value Included The "as is" value for the site improvements is estimated as including $3.00 per square foot for the 310 sq.ft, of grass and crushed rock landscaping (8930); 814.00 per lineal foot for the 18 lineal feet portion of Iow concrete wall (rounded to 8250); 82.00 per square foot for the 245 sq.ft, of asphaltic concrete flat (8490); and a lump sum of 82,500 for the approximately 325 sq.ft, of landscaping and Iow concrete planter/retaining wall along the south side. The total value of the site improvements within the proposed easement is estimated as 84, 170. As previously mentioned, The appraisal assumes that the sign will be relocated completely at City of Ukiah expense. Valuation Summary Land To Be Acquired Site Improvements Total Estimated Value 88,000 4,170 312,170 It is assumed that all escrow and recording fees related to the proposed transaction are to be paid by the City of Ukiah, and that the settlement is to be paid in cash to the owner. No damages or benefits to the appraised property are estimated in relation to the proposed Project. It is an important assumption of the appraisal that the City will permit and provide for continued ingress and egress over the driveways within the proposed easement, including the paving related to the gasoline pumps; if not, the appraiser reserves the right to amend the appraisal. 19 HARDING APPRAISAL CO., Inc. BRUCE HARDING, MAI GARY FULBRIGHT, MAI Mr. John Johnson Triond P.O. Box 886 Benicia, CA 94510 3000 Cleveland Ave., Suite 204 Santa Rosa, California 95403 Phone (707) 571-8957 August 31, 1995 Dear Mr. Johnson: This purpose of this letter is to provide written assurance to you that the City of Ukiah, as part of its North State Street/Brush Street improvement project, will: (1) move and reinstall at no cost to you the logo-and-gas-price sign at your station; and will (2) repair at no cost to you the remainder portion of the irrigation system, as necessary, to continue its service. Please sign and return the "Acceptance of Offer" sent on August 19, 1995, and I will notify The City of Ukiah of your approval. The city will have an escrow account established with the ~ 12,170 payment on deposit and ready for your signing of the easement agreement. Please call me if you have any question on this. Sincerely, Gary Fulbright cc: Mr. Rick H. Kennedy, P.E.u'~ HARDING APPRAISAL CO., Inc. BRUCE HARDING, MAI GARY FULBRIGHT, MAI Mr. John Johnson Triond P.O. Box 886 Benicia, CA 94510 3000 Cleveland Ave., Suite 204 Santa Rosa, California 95403 Phone (707) 571-8957 August 19, 1995 Dear Mr. Johnson: There is enclosed herewith a copy of the City of Ukiah's proposed Grant of Easement relative to your property at 915 North State Street. The city needs the easement in connection with its projected State Street/Low Gap Road/Brush Street intersection improvement. The easement is to include 889.32 sq.ft, of land at the southwest corner and along the south side of your property (as shown on the attached drawing). The appraised value of the easement is ~ 12,170 for the land and the existing site improvements within the easement. An important assumption of the independent appraisal was that the city will permit and provide for continued ingress and egress over the driveways within the proposed easement, including the pavement related to the gasoline pumps. Please return the enclosed "Acceptance of Offer" document to me, after signing, and I will notify The City of Ukiah of Triond's approval. The city will then set up an escrow account at a title company office where the $12,170 payment will be deposited; the city will then have the grant of easement document prepared and made ready for execution at the title company. I will advise you of the city's arrangements as soon as I am notified. Please call me if you have any questions. Sincerely, Encls. (2) cc:Mr. Rick H. Kennedy, P.EJ/~,C _~__~., (~ . ,,/'2- ---~,/~ ~ RECORDING REQUESTED BY: City Clerk - City of Ukiah AND WHEN RECORDED MAlL TO: CITY OF UKIAH 300 Seminary Avenue Ukiah, California 95482 GRANT OF EASEMENT Triond, a California General Partnership, ("GRANTOR"), does hereby grant, release, and convey to the City of Ukiah, a Municipal Corporation, ("GRANTEE"), its successors and assigns forever, a perpetual easement for public street, street appurtenances, and public utility purposes, over, under, and through land situated in the City of Ukiah, Mendocino County, California, owned by Grantor and which is described as follows: ALL THAT CERTAIN REAL PROPERTY situated in the County of Mendocino, State of California, more particularly described as follows: Beginning at a point coinciding with the intersection of the east line of North State Street and the north line of Brush Street, said point being distant S 13° 57' 38" E along said east line, 124.55 feet, more or less, from a 1/2 inch pipe set to mark the southwest corner of the property described in the Deed from Zimmerman to Zimmerman as recorded in Book 571, Official Records, Page 350, records of the County Recorder of said County, said north line of Brush Street being the south line of Lot 19 of Brunner - Briggs Addition No. 1, as said lot is depicted on the revised map of said subdivision dated December 16, 1910, and filed in Case 1, Drawer 3, Page 56 of Maps, records of said County Recorder; thence N 89° 13' 00" E along said northerly line of Brush Street, 126.13 feet more or less, to the east line or east line extended of the property described in the Quit Claim Deed to Triond, a California General Partnership, recorded in Book 2104, Official Records, Page 317, Records of said County Recorder; thence N 00° 47' 00" W along said east line or east line extended of property quit claimed to Triond, 5.00 feet; thence S 89° 13' 00" W along a line parallel with and distant north 5 feet as measured along a perpendicular to said north line of Brush Street, 90.60 feet; thence N 71° 33' 18" W, 42.32 feet, to said east line of North State Street; thence S 13° 57' 38" E along said east line of North State Street, 19.45 feet, to the point of beginning, containing 889 square feet more or less. See Exhibit "A" attached hereto and made a part hereof. Grantor agrees that the easement granted hereby includes, but is not limited to, the right to use, construct, reconstruct, repair, maintain, and inspect street facilities and appurtenances, monitoring wells and public utilities including, but not limited to, water lines, sewer lines, storm drains, electric power, street lights, and communication lines. Grantor agrees not to obstruct or conduct any operation which will interfere with the use of such easement for the purposes as set forth herein. Grantor retains a non-exclusive right to use the property subject to the easement for ingress and egress to its remaining property which is immediately north of the easement granted hereby. Grantee agrees not to obstruct or interfere with said use by Grantor, its assignees or invitees. The provisions hereof shall inure to the benefit of and bind the heirs, successors, assigns, of the respective parties hereto. IN WITNESS WHEREOF, the Grantor has executed this Grant of Easement this day of , 19~. "GRANTOR" TRIOND, GENERAL PARTNERSHIP TRIOND, GENERAL PARTNERSHIP TRIOND, GENERAL PARTNERSHIP TRIOND, GENERAL PARTNERSHIP CERTIFICATE OF ACCEPTANCE This is to certify that the interest in real property conveyed by the deed or grant dated from to , a political corporation and/or governmental agency is hereby accepted by order of the on , (or by the undersigned officer or agent on behalf of the City Council pursuant to authority conferred by resolution of the City Council adopted on February 1, 1961,) and the grantee consents to recordation thereof by its duly authorized officer. DATED: BY: B:IW-.NG TRIOND. GE 1 ~ ~ ' ' I Z s oo.47.oo' ~ ' ~' EXHIBIT , REFERENCES AREA C I T Y D F U K I A H A,P,N, ~-09-87 TBTAL: B,R, TAKE~ 889,38 SF B.R, RENAINDER, N,E, CDRNER, N, S~A~E S~REE~ AN~ BR~SH S~REET r SCALD 1'=40' DRA~N BY, PJ¢ ~~ DRA~IN6 NO,, ACQUISITION DEED O,R. .~T~, e/.s .~vIs~., $ ~..i,3B, t- /i TRIPDND ;= e,.oo'--------// A.P,N. 2-04-27 ~ m =r . '/ EASEMENT FOR STREET AND UTILITY PURPOSES //' SEE PG, 1 OF 2 j ~ FOR IN SITU ~ ~7 EXHIBIT A' , . REFERENCES AREA C I T Y ~ F U K I A H fl,R, TAKE~ 889,32 SF D,R, REMAINDER, N,E, CDRNER, N, STATE STREET AND BRUSH STREET SC~E* 1'=~0' DRA~N BY~ DRAVING ACQUISITION ~EED O,R, ~ ~ATE, ~/~ REVISED, ~-/, ~ ~~ ITEM NO. DATE: 9C November 1, 1995 AGENDA SUMMARY REPORT SUBJECT: REALLOCATION OF INTEREST INCOME AND DISTRIBUTION OF PERS SURPLUS The disposal of investments in August 1995 requires certain adjustments in the accounting records, as of 6/30/95, to appropriately recognize the financial impact of the change in value. When assets are held to their maturity, variances between their book value and their market value at any interim point in time are not recorded in the accounting records. The recent disposition of certain investments prior to their maturity requires recognition of the difference between book value and market value of the investments sold. At June 30, 1995, the market value of investments subsequently sold, was less than their book value. Therefore, an adjustment must be recorded before the June 30, 1995 audited financial statements can be issued. Another generally accepted accounting principle says that transactions, occurring after the financial statements are issued for a fiscal year, will be recorded in the subsequent fiscal year unless they have a material affect on the preceding fiscal year. When such material effect is identified, a prior period adjustment is made to attribute the transaction(s) to the prior period. (Continued on page 2) RECOMMENDED ACTION: 1. Approve the reallocation of interest using the "Ail Funds Method" as proposed by staff. 2. Approve the distribution of the PERS reserve as proposed by staff. ALTERNATE COUNCIL POLICY OPTIONS: 1. Approve the reallocation of interest as identified in the "City Funds Method". 2. Approve an alternative method for reallocation of interest. 3. Approve an alternative method for the PERS reserve distribution. Prepared by: Gordon Elton, Finance Director Attachments: Distribution calculations APPROVED: L ...... -"'~ GE: INVEST. AGN Interest reallocation and PERS distribution - Continued This means that since part of the difference between the book value and the market value was identified as of June 30, 1994, part of the adjustment should be attributed to fiscal year 1993/94. The remainder of the adjustment will be recorded as a fiscal year 1994/95 transaction. The following discussion reviews the assumptions and procedures used in calculating the entries to be recorded: INTEREST REALLOCATION There are certain basic assumptions upon which both distribution options are based: 1. The distribution will be based on the difference between book value and market value at June 30, 1994 and at June 30, 1995. 2. The amount to be distributed as of June 30, 1994, (for change in value prior to fiscal year 1994/95), is $876,762.17. 3. The amount to be distributed as of June 30, 1995, (for change in value during fiscal year 1994/95), is $839,131.03. 4. The amount of interest earned from pooled investments during the year, for fiscal years 1993/94 and 1994/95, by each fund will be compared to the total pooled investment interest to establish each fund's share of the distribution. 5. The distribution to be recognized (no. 1 & 2 above) was determined by the auditors. 6. The difference between the market value at the time of the sale of investments and the June 30, 1995 value will be adjusted as an FY 95/96 adjustment. 7. The difference between market value and book value of similar investments not sold will not be recorded in the City's general ledger. The basis for this deferral is the expectation that all remaining investments will be held to maturity and the full principal amount will be received by that time. 8. Any difference between market and book value prior to FY 93/94, of the investments sold, is negligible and is included in the loss distributed for fiscal year 1993/94. Page 1 presents the total distribution by Fund and by Fund Group for each of the two methods and shows the variance between the two methods. Pages 2 and 3 list the calculation of the "Ail Funds" method. This method includes all funds that shared in the interest income from the pooled investments, identifies the relationship of each fund to the total, and distributes the loss on the basis of this ratio. GE: INVEST. AGN Page 2 Interest reallocation and PERS distribution - Continued Page 2 details the interest earned for each year and the distribution allocated for each year, along with the combined total distribution allocated to each fund. Page 3 groups together the various funds that are part of a single function within the City and presents one total for each function. This schedule is intended to show the combined impact on the numerous operational areas of the City. Pages 4 and 5 (~City Funds" method) provide the same information as pages 2 and 3 with one difference. No distribution is made to those funds that are not specifically part of the City's funds. Three funds were identified for this exclusion: UVSD Capital Improvement Fund #650; REDIP Sewer Enterprise Fund #652; and MSWMA Fund #663. The exclusion of these three funds requires $119,420.77 to be redistributed to the funds remaining in the allocation. Neither method is inherently more correct than the other except to the obvious points that all funds shared in the previous interest distribution and the remaining funds are impacted adversely when any funds are excluded from the distribution. Whether all of the funds should share in the loss is a policy question that the City Council should ultimately decide. It is staff's recommendation that all funds share in the distribution in proportion to the way they shared in the prior interest allocations. Other alternatives may be available to be considered. The Council could determine that the City's General Fund should absorb some greater amount than the calculated distribution, or the City's General Fund should absorb the amount that would be otherwise distributed to the three non-City funds. GE:INVEST.AGN Page 3 Interest reallocation and PERS distribution - Continued PERS SURPLUS DISTRIBUTION This is a separate item that is presented for consideration at this time because of the positive potential affect this proposal has on some of the funds negatively affected by the foregoing proposal. During the budget workshops, the PERS surplus in Fund 940 (Payroll Posting) was identified for transfer to a separate Fund #915 (PERS Reserve). Additionally, there was discussion about returning these surplus funds to the operating funds from which they originated. Precise identification of the source funds of this surplus is not possible. Therefore the following methodology was developed: no B o C o PERS expense over several years time is an accurate reflection of the relative share that each fund contributed to PERS. Four years PERS expense would be totaled by fund. The ratio of each fund's expense to the total PERS expense would be the basis for distribution of the PERS surplus to the various funds. The amount to be distributed is the balance according to the June 30, 1995 Balance Sheet. This amount is $2,548,509.95. Page 6 of the attached schedules lists the distribution to each fund resulting from this calculation. This page is the summary of the page 7 detail. Page 7 lists the PERS expense for each of the four years (FY91/92 through FY94/95) by department and by fund along with the percent of the total that each represents. A "Comparison, By Fund, of PERS Distribution and Interest Reallocation" is contained on page 8. These two allocations are separate and unrelated to each other. At the same time, the surplus identified as PERS surplus in funds 940/915 is unrestricted money subject to use as the City Council may deem appropriate. Both the proposed PERS distribution and the Investment Loss allocation are of such significant proportions that a review of the potential combined impact on individual funds is appropriate. As you can see, many of the funds included in the Investment Loss allocation do not have direct PERS expense and therefore would not share in the PERS distribution. Due to the unrestricted nature of the PERS surplus account, the Council may determine an alternate distribution that would accomplish some other City objective (i.e. mitigate the negative impact of the Investment Loss on some or all funds). GE:INVEST.AGN Page 4 Interest reallocation and PERS distribution - Continued SUMMARY Interest Reallocation - The decision on how the City wishes to allocate the change in value of investments is a decision that must be made soon. The FY 1994/95 audit cannot be completed until this decision is made. Staff recommends that the "Ail Funds Method" for distribution of the change in investment value. This method is based on the ratio in which all funds were allocated interest during FY 93/94 and FY 94/95. The proposed adjustment is less than the interest allocated during the same time periods. PERS Surplus Distribution - The immediacy for a decision on the distribution of the PERS surplus exists on the same basis as the market value change for investments if we wish to have it effective as of 6/30/95. If this distribution is to be made, I recommend that it be made as of 6/30/95. The obvious benefit of this is that the positive impact of this distribution offsets, to some degree at least, the negative impact of the interest reallocation. Both of the proposed distributions have been reviewed by the City's independent auditors. They agree that these proposals are within generally accepted accounting principles. GE:INVEST.AGN Page 5 CITY OF UKIAH ALLOCATION OF MARKET VALUE CHANGE AS OF 6/30/95 INVESTMENTS SOLD 8/95 COMPARISON OF "ALL FUNDS" AND "CITY FUNDS" METHODS (With Variance between the two methods) Fund Name A/C Number General 100 Park Development 140 Museum Grants 141 Asset Seizure 200 Parking Dist. O & M 220 Downtown Business 260 Signalization 270 2106 Gas Tax 300 2107 Gas Tax 301 2107.5 Gas Tax 302 2105 Gas Tax 303 Federal Emergency Shelter 332 C.D.B.G. 333 Community Development 335 Off-Systems Road 345 High School Park 361 Youth Community Services 405 Conference Center 410 Garage 575 Special Aviation 310 Airport 600 1957 Sewer Bond Redemption 500 Sewer 612 Special Sewer - Capital Repl. 620 U.V.S.D. Capital Improvement 650 REDIP Sewer Enterprise 652 Disposal Site 660 Landfill Postclosure 664 MSWMA 663 Refuse/Debris Control 665 Public Safety Dispatch 678 Golf 695 Billing Enterprise 697 Lake Mendo Bond Redemption 550 Lake Mendo Bond Reserve 555 Electric 800 Electric Revenue 801 Water 820 Water Capital Improvement 840 R.D.A. - Capital Improvement 965 Total Regular Cash All Funds Method Total by Total by Fund Fund group City Funds Method Total by Total by Fund Fund group 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 700 5OO 5OO 5OO 5OO 5OO 5OO 5OO 5OO 5OO 50O 5OO 5OO 5OO 5OO 5OO 5OO 5O0 5OO 5OO 5OO 5OO 5OO 5OO 5OO 5OO 50O 5OO 5OO 50O 5OO 5OO 5OO 5OO 5OO 5OO 5OO 5OO 5OO 5OO 5OO 452,397.33 452,397.33 3,248.12 3,246.12 693.49 693.49 826.99 826.99 10,557.99 10,557.99 331.31 331.31 2,175.77 2,175.77 49,232.52 52,477.73 330.36 15,633.42 117,674.03 306.43 306.43 57.65 57.65 6,378.20 6,378.20 1,597.24 1,597.24 176.72 176.72 444.66 444.66 120.29 120.29 4,722.15 4,722.15 563.39 174.74 738.13 5,590.77 57,370.50 71,570.08 134,531.35 94,657.14 94,657.14 17,721.13 17,721.13 35,323.99 19,723.94 55,047.93 7,042.50 7,042.50 440.86 440.86 210.16 210.16 7,243.16 7,243.16 7,519.00 7,519.00 112,711.93 15,155.46 245,804.64 184,118.86 557,790.89 48,703.77 45,097.16 91,800.93 139,443.65 139,443.65 1.715.893.20 1.715.893.20 486,887.19 486,887.19 3,489.19 3,489.19 747.16 747.16 890.06 890.06 11,356.48 11,356.48 355.48 355.48 2,339.19 2,339.19 52,900.93 56,355.65 355.04 16,810.75 126,422.37 327.47 327.47 62.35 62.35 6,856.18 6,856.18 1,71 6.57 1,716.57 189.99 189.99 480.74 480.74 128.53 128.53 5,047.08 5,047.08 609.04 186.84 795.88 6,010.16 61,633.88 76,973.20 144,617.24 0.00 0.00 0.00 0.00 37,968.68 21,324.59 59,293.27 0.00 0.00 474.84 474.84 224.63 224.63 7,818.03 7,818.03 8,099.48 8,099.48 121,152.67 16,316.14 262,714.85 199,060.34 599,244.00 50,200.94 48,483.67 98,684.61 149,345.19 149,345.19 1.715.893.20 ~ Variance Between Methods By Fund By Fund group 34,489.86 34,489.86 243.07 243.07 53.67 53.67 63.07 63.07 798.49 798.49 24.17 24.17 163.42 163.42 3,668.41 3,877.92 24.68 1,1 77.33 8,748.34 21 .O4 21.04 4.70 4.7O 477.98 477.98 119.33 119.33 13.27 13.27 36.08 36.08 8.24 8.24 324.93 324.93 45.65 12.10 57.75 419.39 4,263.38 5,403.12 10,085.89 (94,657.14) (94,657.14) (17,721.13) (17,721.13) 2,644.69 1,600.65 4,245.34 (7,042.50) (7,042.50) 33.98 33.98 14.47 14.47 574.87 574.87 580.48 580.48 8,440.74 1,160.68 16,910.21 14,941.48 41,453.11 3,497.17 3,386.51 6,883.68 9,901.54 9,90].54 o.o.__~o o.oo INT-PERS.XLS 10/26/95 Page 1 Comparison CITY OF UKIAH ALLOCATION OF MARKET VALUE CHANGE AS OF 6/30/95 INVESTMENTS SOLD 8/95 Fund Name General Park Development Museum Grants Asset Seizure Parking Dist. O & M Downtown Business Signalization 2106 Gas Tax 2107 Gas Tax 2107.5 Gas Tax 2105 Gas Tax Special Aviation Federal Emergency Shelter C.D.B.G. Community Development Off-Systems Road High School Park Youth Community Services Conference Center 1957 Sewer Bond Redemption Lake Mendo Bond Redemption Lake Mendo Bond Reserve Garage airpon Sewer Special Sewer - Capital Repl. U.V.S.D. Capital Improvement REDIP Sewer Enterprise Disposal Site MSWMA Landfill Postclosure Refuse/Debris Control Public Safety Dispatch Golf Billing Enterprise Electric Electric Revenue Water Water Capital Improvement R.D.A. - Capital Improvement Total Regular Cash A/C Number 100 700 500 140 700 500 141 700 500 200 700 500 220 700 500 260 700 500 270 700 500 300 700 500 301 700 500 302 700 500 303 700 500 310 700 500 332 700 500 333 700 500 335 700 500 345 700 500 361 700 500 405 700 500 410 700 500 500 700 500 550 700 500 555 700 500 575 700 500 600 700 500 612 700 500 620 700 500 650 700 500 652 700 500 660 700 500 663 700 500 664 700 500 665 700 500 678 700 500 695 700 500 697 700 500 800 700 500 801 700 500 820 700 500 840 700 500 965 700 500 1993/94 Investment Earnings 248,599.20 2,269.94 298.32 457.34 6,509.29 311.39 1,471.80 36,546.48 42,588.14 237.56 10,224.74 0.00 423.39 0.00 4,440.23 1,146.58 126.86 0.00 166.18 3,843.33 78,970.01 7,734.27 6,525.00 241.50 43,865.08 45,287.90 61,141.49 12,395.28 24,816.29 4,444.09 0.00 196.58 290.44 1,446.27 3,324.36 339,645.84 0.00 32,750.07 30,558.94 158,191.58 1.211.485.76 % of Total 20.52019% 0.18737% 0.02462% 0.03775% 0.53730% 0.02570% 0.12149% 3.01667% 3.51536% 0.01961% o. 84398% 0.00000% 0.03495% 0.00000% 0.36651% 0.09464% 0.01047% 0.00000% 0.01372% 0.31724% 6.51844% 0.63841% 0.53859% 0.01993% 3.62077% 3.73821% 5.04682% 1.02315% 2.04842% 0.36683% 0.00000% 0.01623% 0.02397% 0.11938% 0.27440% 28.03548% 0.00000% 2.70330% 2.52243% 13.05765% 99.99998% ALL FUNDS METHOD Alloc~ion Of 1993/94 Loss 179,913.26 1,642.79 215.86 330.98 4,710.84 225.33 1,065.18 26,449.02 30,821.35 171.93 7,399.70 0.00 306.43 0.00 3,213.42 829.77 91.80 0.00 120.29 2,781.44 57,151.22 5,597.34 4,722.15 174.74 31,745.54 32,775.21 44,248.61 8,970.59 17,959.77 3,216.23 0.00 142.30 210.16 1,046.68 2,405.84 245,804.64 0.00 23,701.51 22,115.71 114,484.54 876.762.17 1994/95 Investment Earnings 410,054.96 2,412.78 718.80 746.44 8,799.18 159.52 1,671.27 34,286.34 32,590.18 238.40 12,390.75 847.78 0.00 86.78 4,762.60 1,154.96 127.85 669.18 0.00 4,227.71 83,612.09 14,383.75 0.00 0.00 38,562.40 58,381.47 75,858.70 13,168.47 26,131.01 5,758.06 29,682.17 449.36 0.00 9,324.99 7,694.72 0.00 277,076.26 34,615.58 34,584.24 37,560.36 % of Total 32.47216% 0.19107% 0.05692% 0.05911% 0.69681% 0.01263% 0.13235% 2.71513% 2.58081% 0.01888% 0.98122% 0.06714% 0.00000% 0.00687% 0.37715% 0.09146% 0.01012% 0.05299% 0.00000% 0.33479% 6.62122% 1.13905% 0.00000% 0.00000% 3.05375% 4.62322% 6.00723% 1.04281% 2.06931% 0.45598% 2.35052% 0.03558% 0.00000% 0.73844% 0.60934% 0.00000% 21.94161% 2.74120% 2.73872% 2.97440% 99.99999% 876.762.17 Realloc~ion For1994/95 272,484.07 1,603.33 477.63 496.01 5,847.15 105.98 1,110.59 22,783.50 21,656.38 158.43 8,233.72 563.39 0.00 57.65 3,164.78 767.47 84.92 444.66 0.00 2,809.33 55,560.71 9,558.12 0.00 0.00 25,624.96 38,794.87 50,408.53 8,750.54 17,364.22 3,826.27 19,723.94 298.56 0.00 6,196.48 5,113.16 0.00 184,118.86 23,002.26 22,981.45 24,959.11 Total Realloc~ion 452,397.33 3,246.12 693.49 826.99 10,557.99 331.31 2,175.77 49,232.52 52,477.73 330.36 15,633.42 563.39 306.43 57.65 6,378.20 1,597.24 176.72 444.66 120.29 5,590.77 112,711.93 15,155.46 4,722.15 174.74 57,370.50 71,570.08 94,657.14 17,721.13 35,323.99 7,042.50 19,723.94 440.86 210.16 7,243.16 7,519.00 245,804.64 184,118.86 46,703.77 45,097.16 139,443.65 1.715.893.20 INT-PERS.XLS 10/26/95 Page 2 All Funds CITY OF UKIAH ALLOCATION OF MARKET VALUE CHANGE AS OF 6/30/95 INVESTMENTS SOLD 8/95 ALL FUNDS METHOD Fund Name General Park Development Museum Grants Asset Seizure Parking Dist. O & M Downtown Business Signalization 2106 Gas Tax 2107 Gas Tax 2107.5 Gas Tax 2105 Gas Tax Special Aviation Federal Emergency Shelter C.D.B.G. Community Development Off-Systems Road High School Park Youth Community Services Conference Center 1957 Sewer Bond Redemption Lake Mendo Bond Redemption Lake Mendo Bond Reserve Garage Airport Sewer Special Sewer - Capital Repl. U.V.S.D. Capital Improvement REDIP Sewer Enterprise Disposal Site MSWMA Landfill Postclosure Refuse/Debris Control Public Safety Dispatch Golf Billing Enterprise Electric Electric Revenue Water Water Capital Improvement R.D.A~ - Capital Improvement Total Regular Cash A/C Number 100 700 500 140 700 500 141 700 500 200 700 500 220 700 500 260 700 500 270 700 500 300 700 500 301 700 500 302 700 500 303 700 500 310 700 500 332 700 500 333 700 500 335 700 500 345 700 500 361 700 500 405 700 500 410 700 500 500 700 500 550 700 500 555 700 500 575 700 500 600 700 500 612 700 500 620 700 500 650 700 500 652 700 500 660 700 500 663 700 500 664 700 500 665 700 500 678 700 500 695 700 500 697 700 500 800 700 500 801 700 500 820 700 500 840 700 500 965 700 500 Totalby Fund group 452,397.33 3,246.12 693.49 826.99 10,557.99 331.31 2,175.77 117,674.03 563.39 306.43 57.65 6,378.20 1,597.24 176.72 444.66 120.29 5,590.77 127,867.39 4,722.15 174.74 128,940.58 94,657.14 17,721.13 35,323.99 7,042.50 19,723.94 440.86 210.16 7,243.16 7,519.00 429,923.50 91,800.93 139,443.65 1.715.893.20 Fund Group 100 140 141 200 220 260 270 300 300 300 300 600 332 333 335 345 361 405 410 612 800 800 575 600 612 612 613 614 660 663 660 665 678 695 697 800 800 820 820 965 INT-PERS.XLS 10/26/95 Page 3 All Funds CITY OF UKIAH ALLOCATION OF MARKET VALUE CHANGE AS OF 6/30/95 INVESTMENTS SOLD 8/95 Fund Name General Park Development Museum Grants Asset Seizure Parking Dist. O & M Downtown Business Signalization 2106 Gas Tax 2107 Gas Tax 2107.5 Gas Tax 2105 Gas Tax Special Aviation Federal Emergency Shelter C.D.B.G. Community Development Off-Systems Road High School Park Youth Community Services Conference Center 1957 Sewer Bond Redemption Lake Mendo Bond Redemption Lake Mendo Bond Reserve Garage Airport Sewer Special Sewer - Capital Repl. U.V.S.D. Capital Improvement REDIP Sewer Enterprise Disposal Site MSWMA Landfill Postclosure Refuse/Debris Control Public Safety Dispatch Golf Billing Enterprise Electric Electric Revenue Water Water Capital Improvement R.D.& - Capital Improvement Total Regular Cash A/C Number 100 700 500 140 700 500 141 700 500 200 700 500 220 700 500 260 700 500 270 700 500 300 700 500 301 700 500 302 700 500 303 700 500 310 700 500 332 700 500 333 700 500 335 700 500 345 700 500 361 700 500 405 700 500 410 700 500 500 700 500 550 700 500 555 700 500 575 700 500 600 700 500 612 700 500 620 700 500 650 700 500 652 700 500 660 700 500 663 700 500 664 700 500 665 700 500 678 700 500 695 700 500 697 700 500 800 700 500 801 700 500 820 700 500 840 700 500 965 700 500 CITY FUNDS METHOD 1993/94 Allocation 1994/95 Investment % of Of 1993/94 Investment % of Reallocation Earnings Total Loss Earnings Total For 1994/95 248,599.20 21.93190% 192,290.60 410,054.96 35.10733% 294,596.59 2,269.94 0.20026% 1,755.80 2,412.78 0.20657% 1,733.39 298.32 0.02632% 230.76 718.80 0.06154% 516.40 457.34 0.04O35% 353.77 746.44 0.06391% 536.29 6,509.29 0.57426% 5,034.89 8,799.18 0.75335% 6,321.59 311.39 0.02747% 240.85 159.52 0.01366% 114.63 1,471.80 0.12985% 1,138.48 1,671.27 0.14309% 1,200.71 36,546.48 3.22420% 28,268.57 34,286.34 2.93546% 24,632.36 42,588.14 3.75721% 32,941.80 32,590.18 2.79025% 23,413.85 237.56 0.02096% 183.77 238.40 0.02041% 171.27 10,224.74 0.90205% 7,908.83 12,390.75 1.06085% 8,901.92 0.00 0.00000% 0.00 847.78 0.07258% 609.04 423.39 0.03735% 327.47 0.00 0.00000% 0.00 0.00 0.00000% 0.00 86.78 0.00743% 62.35 4,440.23 0.39173% 3,434.54 4,762.60 0.40776% 3,421.64 1,146.58 0.10115% 886.84 1,154.96 0.09888% 829.73 126.86 0.01119% 98.11 127.85 0.01095% 91.88 0.00 0.00000% 0.00 669.18 0.05729% 480.74 166.18 0.01466% 128.53 0.00 0.00000% 0.00 3,843.33 0.33907% 2,972.84 4,227.71 0.36196% 3,037.32 78,970.01 6.96689% 61,083.06 83,612.09 7.15855% 60,069.61 7,734.27 0.68233% 5,982.41 14,383.75 1.23148% 10,333.73 6,525.00 0.57565% 5,047.08 0.00 0.00000% 0.00 241.50 0.02131% 186.84 0.00 0.00000% 0.00 43,865.08 3.86986% 33,929.47 38,562.40 3.30156% 27,704.41 45,287.90 3.99539% 35,030.07 58,381.47 4.99840% 41,943.13 0.00 0.00000% 0.00 0.00 0.0oo00% 0.00 0.00 0.00000% 0.00 0.00 0.00000% 0.00 24,816.29 2.18934% 19,195.30 26,131.01 2.23724% 18,773.38 0.00 0.00000% 0.00 0.00 0.00000% 0.00 0.00 0.00000% 0.00 29,682.17 2.54127% 21,324.59 196.58 0.01734% 152.03 449.36 0.03847% 322.81 290.44 0.02562% 224.63 0.00 0.o0000% 0.00 1,446.27 0.12759% 1,118.66 9,324.99 0.79837% 6,699.37 3,324.36 0.29328% 2,571.37 7,694.72 0.65879% 5,528.11 339,645.84 29.96421% 262,714.85 0.00 0.0000o% 0.00 0.00 0.00000% 0.00 277,076.26 23.72220% 199,060.34 32,750.07 2.88927% 25,332.03 34,615.58 2.96365% 24,868.91 30,558.94 2.69597% 23,637.25 34,584.24 2.96097% 24,846.42 158,191.58 13.95597% 122,360.67 37,560.36 3.21577% 26,984.52 1.133.504.90 loo.ooooo% 876.762.17 1.168.003.88 99,99999% 839.131.03 Total Realloc~ion 486,887.19 3,489.19 747.16 890.06 11,356.48 355.48 2,339.19 52,900.93 56,355.65 355.04 16,810.75 609.04 327.47 62.35 6,856.18 1,716.57 189.99 480.74 128.53 6,010.16 121,152.67 16,316.14 5,047.08 186.84 61,633.88 76,973.20 0.00 0.00 37,968.68 0.00 21,324.59 474.84 224.63 7,818.03 8,099.48 262,714.85 199,060.34 50,200.94 48,483.67 149,345.19 1.715.893.20 876.762.17 INT-PERS.XLS 10/26/95 Page 4 City Funds CITY OF UKIAH ALLOCATION OF MARKET VALUE CHANGE AS OF 6/30/95 INVESTMENTS SOLD 8/95 CITY FUNDS METHOD Fund Name General Park Development Museum Grants Asset Seizure Parking Dist. O & M Downtown Business Signalization 2106 Gas Tax 2107 Gas Tax 2107.5 Gas Tax 2105 Gas Tax Special Aviation Federal Emergency Shelter C.D.B.G. Community Development Off-Systems Road High School Park Youth Community Services Conference Center 1957 Sewer Bond Redemption Lake Mendo Bond Redemption Lake Mendo Bond Reserve Garage Airport Sewer Special Sewer - Capital Repl. U.V.S.D. Capital Improvement REDIP Sewer Enterprise Disposal Site MSWMA Landfill Postclosure Refuse/Debris Control Public Safety Dispatch Golf Billing Enterprise Electric Electric Revenue Water Water Capital Improvement R.D.A. - Capital Improvement Total Regular Cash A/C Number 100 700 500 140 700 500 141 700 500 200 700 500 220 700 500 260 700 500 270 700 500 300 700 500 301 700 500 302 700 500 303 700 500 310 700 500 332 700 500 333 700 500 335 700 500 345 700 500 361 700 500 405 700 500 410 700 500 500 700 500 550 700 500 555 700 500 575 700 500 600 700 500 612 700 500 620 700 500 650 700 500 652 700 500 660 700 500 663 700 500 664 700 500 665 700 500 678 700 500 695 700 500 697 700 500 800 700 500 801 700 500 820 700 500 840 700 500 965 700 500 Totalby Fund group 486,887.19 3,489.19 747.16 890.06 11,356.48 355.48 2,339.19 126,422.37 609.04 327.47 62.35 6,856.18 1,716.57 189.99 480.74 128.53 6,010.16 137,468.81 5,047.08 186.84 138,607.08 0.00 0.00 37,968.68 0.00 21,324.59 474.84 224.63 7,818.03 8,099.48 461,775.19 98,684.61 149,345.19 1.715.893.20 Fund Group 100 140 141 20O 220 260 270 300 30O 300 300 600 332 333 335 345 361 405 410 612 800 800 575 600 612 612 613 614 660 663 660 665 678 695 697 800 800 820 820 965 INT-PERS.XLS 10/26/95 Page 5 City Funds PERS DISTRIBUTION BY FUND Fund # Fund Name 100 General Fund 220 Parking District 400 Recreation 405 Youth Service Ukiah 410 Conference Center 575 Garage 600 Airport 612 Sewer 660 Disposal Site 665 Refuse/Debris Control 678 Dispatch 680 Ambulance 695 Golf 696 Purchasing 697 Billing 800 Electric 820 Sewer 960 RDA TOTAL Total Distributed By Fund 1,580,828.45 24,014.20 10,033.77 1 380.22 5 142.17 60 461.79 37 056.81 109 883.28 44 554.94 31 114.30 88 872.92 76 493.21 55 905.93 32 710.71 34 181.84 222 836.29 95 933.65 37.1 O5.49 2,548,509.97 Percent 62.03% 0.94% 0.39% 0.05% 0.20% 2.37% 1.45% 4.31% 1.75% 1.22% 3.49% 3.00% 2.19% 1.28% 1.34% 8.74% 3.76% 1.46%i 100.0000% INT-PERS.XLS 10/26/95 Page 6 PERS by Fund PERS PAYMENTS - FISCAL YEARS 1991-92 THROUGH 1994-95 II II ii ' ' II Fd Actual Actual Actual Actual Total % Of Amount Fund _g Dept 1991-92 1992-93 1993-94 1994-95 Total Distributed Totals 100 1001 $85 $310 $470 $456 $1,321 0.04% 945.68 100 1910 $987 $828 $1,253 $327 $3,395 0.10% 2,430.41 100i 1201 $18,739 $12,774 $19,168 $26,877 $77,558 2.18% 55,522.22 100 1601 $4,735 $4,416 $6,451 $7,084 $22,686 0.64% 16,240.45 100 1905 $14,146 $14,994 $17,203 $19,688 $66,031 1.85% 47,270.27 100 1915 $3,250 $3,091 $4,175 $4,087 $14,603 0.41% 10,454.00 100 1945 $373 $508 $714 $826 $2,421 0.07%i 1,733.15 100 1301 $46,110 $33,441 $26,465 $26,518 $132,534 3.72% 94,878.44 100 1501 $17,772 $18,626 $22,887 $25,954 $85,239 2.39% 61,020.90 100 2201 $9,552 $8,169 $10,589 $7,084 $35,394 0.99% 25,337.86 100 2001 $202,865 $211,649 $241,830 $210,692 $867,036 24.36% 620,693.75 100 2080 $8,915 $8,728 $9,201 $8,431 $35,275 0.99% 25,252.67 100 2101 $118,153 $121,030 $139,736 $124,570 $503,489 14.14% 360,437.71 100 3001 $30,144 $29,058 $35,191 $36,047 $130,440 3.66% 93,379.39 100 3110 $20,776 $17,280 $21,361 $27,289 $86,706 2.44% 62,071.09 100 3150 $1,758 $1,264 $1,344 $507 $4,873 0.14% 3,488.48 100 3301 $272 $116 $27 $42 $457 0.01% 327.16 100 6001 $11,714 $11,759 $19,175 $19,568 $62,216 1.75% 44,539.19 100 6110 $5,306 $4,702 $0 $0 $10,008 0.28% 7,164.53 100 6130 $503 $407 $678 $462 $2,050 0.06% 1,467.55 62.03% 100 6150 $14,250 $13,028 $17,536 $19,685 $64,499 1.81% 46,173.55 1,580,828 220 4601 $8,536 $7,217 $8,433 $9,359 $33,545 0.94% 24,014.20 24,014.20 400 6110 $0 $0 $7,396 $6,620 $14,016 0.39% 10,033.77 10,033.77 405 6140 $0 $0 $0 $1,928 $1,928 0.05% 1,380.22 1,380.22 410 6190 $0 $0 $735 $6,448 $7,183 0.20% 5,142.17 5,142.17 575 5801 $21,498 $20,158 $20,788 $22,014 $84,458 2.37% 60,461.79 60,461.79 600 5001 $12,183 $10,682 $14,411 $14,488 $51,764 1.45% 37,056.81 37,056.81 612 3505 $8,728 $4,465 $8,270 $6,648 $28,111 0.79% 20,124.10 612 3510 $5,002 $4,061 $5,297 $10,542 $24,902 0.70% 17,826.84 4.31% 612 3580 $22,896 $19,770 $28,303 $29,512 $100,481 2.82% 71,932.34 109,883 660 3401 $10,353 $9,269 $14,629 $27,987 $62,238 1.75% 44,554.94 44,554.94 665 3160 $5,701 $4,830 $6,249 $6,131 $22,911 0.64% 16,401.53 665 3170 $4,689 $4,071 $5,603 $4,140 $18,503 0.52% 13,245.93 1.22% 665 3180 $654 $326 $436 $633 $2,049 0.06% 1,466.84 31,114 678 2040 $20,349 $24,668 $36,669 $42,459 $124,145 3.49% 88,872.92 88,872.92 680 5201 $19,854 $24,437 $34,785 $27,776 $106,852 3.00% 76,493.21 76,493.21 695 6120 $15,452 $16,749 $22,976 $22,917 $78,094 2.19% 55,905.93 55,905.93 696 1390 $9,840 $9,468 $12,863 $13,522 $45,693 1.28% 32,710.71 32,710.71 697 1305 $0 $0 $24,068 $23,680 $47,748 1.34% 34,181.84 34,181.84 800 3642 $0 $315 $0 $35 $350 0.01% 250.56 800 3646 $5,255 $0 $1,504 $4,596 $11,355 0.32% 8,128.82 800 3650 $135 $168 $56 $0 $359 0.01% 257.00 800 3728 $5,685 $13,289 $18,333 $21,318 $58,625 1.65% 41,968.47 800 3729 $6,119 $4,620 $8,234 $11,669 $30,642 0.86% 21,936.00 800 3733 $21,059 $29,915 $39,618 $37,489 $128,081 3.60% 91,690.63 800 3765 $8,641 $18,083 $23,885 $26,415 $77,024 2.16% 55,139.94 800 5536 $611 $551 $163 $234 $1,559 0.04% 1,116.06 800 5538 $530 $776 $127 $0 $1,433 0.04% 1,025.86 800 5539 $0 $494 $63 $0 $557 0.02% 398.75 8.74% 800 5544 $461 $759 $63 $8 $1,291 0.04% 924.20 222,836.29 805 4001 $1,396 $1,126 $1,600 $670 $4,792 0.13% 3,430.50 820 3901 $0 $0 $0 $7,883 $7,883 0.22% 5,643.28 820 3908 $3,077 $2,494 $4,402 $9,307 $19,280 0.54% 13,802.17 820 3948 $18,234 $16,916 $22,538 $35,117 $92,805 2.61% 66,437.24 3.76% 820 3960 $4,110 $2,231 $1,213 $1,694 $9,248 0.26% 6,620.46 95,934 960 5601 $3,089 $9,497 $1__6,150 $23,096 $51,832 1.46% 37,105.49 37,105.49 $774,542 $777,583 $985,314 $1,022,529 $3,559,968 100.00% 2,548,509.97 2,548,509.97 INT-PERS.XLS 10/26/95 Page 7 PERS Dist. COMPARISON, BY FUND, OF INTEREST REALLOCATION AND PERS DISTRIBUTION FUND General Park Development Museum Grants Asset Seizure Parking Dist. O & M Downtown Business Signalization 2106 Gas Tax 2107 Gas Tax 2107.5 Gas Tax 2105 Gas Tax Federal Emergency Shelter C.D.B.G. Community Development Off-Systems Road High School Park Recreation Enterprise Youth Community Services Conference Center Garage Special Aviation Airport 1957 Sewer Bond Redemption Sewer Special Sewer- Capital Repl. U.V.S.D. Capital Improvement REDIP Sewer Enterprise Disposal Site Landfill Postclosure MSWMA Refuse/Debris Control Public Safety Dispatch Ambulance Golf Purchasing Billing Enterprise Lake Mendo Bond Redemption Lake Mendo Bond Reserve Electric Electric Revenue Water Water Capital Improvement R.D.A. R.D.A. - Capital Improvement TOTAL 100 140 141 200 220 260 270 300 301 302 303 332 333 335 345 361 4OO 405 410 575 310 6OO 5OO 612 57,370. 620 71,570. 650 94,657. 652 17,721. 660 35,323. 664 19,723. 663 7,042. Net Reallocation Gain/Loss All Funds PERS to the Method Distribution Fund 452,397.33 1,580,828.45 1,128,431.12 3,246.12 (3,246.12) 693.49 (693.49) 826.99 (826.99) 10,557.99 24,014.20 13,456.21 331.31 (331.31 2,175.77 (2,175.77 49,232.52 (49,232.52 52,477.73 (52,477.73 330.36 (330.36 15,633.42 (15,633.42 306.43 (306.43 57.65 (57.65 6,378.20 (6,378.20 1,597.24 (1,597.24 176.72 (176.72 0.00 10,033.77 10,033.77 444.66 1,380.22 935.56 120.29 5,142.17 5,021.88 4,722.15 60,461.79 55,739.64 563.39 (563.39) 174.74 37,056.81 36,882.07 5,590.77 (5,590.77) 50 109,883.28 52,512.78 08 (71,570.08) 14 (94,657.14) 13 (17,721.13) 99 44,554.94 9,230.95 94 (19,723.94) 50 (7,042.50) 440.86 31,114.30 30,673.44 210.16 88,872.92 88,662.76 0.00 76,493.21 76,493.21 7,243.16 55,905.93 48,662.77 32,710.71 32,710.71 34,181.84 26,662.84 (112,711.93) 15,155.46 (15,155.46) 245,804.64 222,836.29 (22,968.35) 184,118.86 (184,118.86) 46,703.77 95,933.65 49,229.88 45,097.16 (45,097.16) 0.00 37,105.49 37,105.49 139,443.65 (139,443.65) 665 678 68O 695 696 0.00 697 7,519.00 550 112,711.93 555 800 801 820 840 960 965 1,715,893.20 2,548,509.97 832,616.77 Net Reallocation Gain/Loss City Funds PERS to the Method Distribution Fund 486,887.19 1,580,828.45 3,489.19 747.16 890.06 11,356.48 24,014.20 355.48 2,339.19 52,900.93 56,355.65 355.04 16,810.75 327.47 62.35 6,856.18 1,716.57 189.99 0.00 10,033.77 480.74 1,380.22 128.53 5,142.17 5,047.08 60,461.79 609.04 186.84 37,056.81 6,010.16 61,633.88 109,883.28 76,973.20 0.00 0.00 37,968.68 44,554.94 21,324.59 0.00 474.84 31,114.30 224.63 88,872.92 0.00 76,493.21 7,818.03 55,905.93 0.00 32,710.71 8,099.48 34,181.84 121,152.67 16,316.14 262,714.85 222,836.29 199,060.34 50,200.94 95,933.65 48,483.67 0.00 37,105.49 149,345.19 1,715,893.20 2,548,509.97 1,093, 941.26 (3,489.19) (747.16) (890.06) 12,657.72 (355.48) (2,339.19) (52,900.93) (56,355.65) (355.04) (16,810.75) (327.47) (62.35) (6,856.18) (1,716.57) (189.99) 10,033.77 899.48 5,013.64 55,414.71 (609.04) 36,869.97 (6,010.16) 48,249.40 (76,973.20) - - 6,586.26 (21,324.59) - 30,639.46 88,648.29 76,493.21 48,087.90 32,710.71 26,082.36 (121,152.67 (16,316.14 (39,878.56 (199,060.34 45,732.71 (48,483.67 37,105.49 (149,345.19) 832,616.77 INT-PERS.XLS Page 8 PERS Dist & Int. Realloc U S T T F A C T S Albed Lerma Economic Development & Financing Corporation 655 Kings Coud Suite 200 Ukiah, CA 95482 (707) 462-2353 ~-Economic Development & Financing Corporation Business Revolving Loan Fund Purpose The EDFC Business Revolving Loan Fund (RLF) provides loans to Mendocino County businesses who are in need of capital for expansion and who are creating jobs. Startups may also be considered for assistance. Conditions · Loan amounts range from $10,000 - $100,000. · A typical loan package will include local bank participation, an RLF loan, and an equity portion provided by the participating business. Local participating banks must approve their loan portion of the package in order for this fund to participate. · Note: Not all loans will be required to meet the bank participation requirement. Special circumstances may warrant 100% funding from the RLF. · Terms: One to seven years. Payment deferral possible under certain conditions. · Jobs: One full-time job must be created for every $35,000 or less, loaned. · Collateral: Fully collateraiized. · Fees: Loan packaging fee of 1% to 2% of the loan value. · Interest rate: Prime rate plus 1%. Uses Purchase of equipment inventory, and real estate. Leosehold improvements Working Capital Management The Economic Development & Financing Corporation is the administrator of the RLF program. Technical assistance & suppod is available to assist you in the application process. Contact Call Albed Lerma at the Economic Development & Financing Corporation at 462-2353 to get staded. Economic Development & Financing Corporation. Buck£round The Economic Development & Financing Corporation (EDFC} was formed through a unique partnership between Mendocino County's four incorporated cities and the county to coordinate and support economic development activity county-wide. This cooperative effort first began at the Mendocino County Economic Development Summit held in the spring of 1992. The idea was incorporated as a primary obiective in the County Overall Economic Development Plan {OEDP)in June of 1993. The EDFC Steering Committee was formed to begin the organizational development process in the summer of 1994. The EDFC officially opened its doors in April 1995. Funding is provided from the sponsoring members as well as from grants from the federal agencies of Housing & Urban Development and the Rural Economic & Community Development Service. anization The EDFC is governed by a Board of Directors consisting of appointed representatives from the following jurisdictions and sedors in Mendocino County: · City of Fort Bragg · County of Mendocino · City of Point Arena · Business Sector · - City of Ukiah ~- Community Sedor · . City of Willits EDFCPartners The EDFC also works closely in coordinating activities with the following local, state and federal agencies: · City & Community Redevelopment Departments · City & County Planning Departments · - County Economic Development Coordinator · Chambers of Commerce · . The Mendocino Private Industry Council, Inc. · Local and Regional economic development providers: · Redwood Region Economic Development Commission IRREDC) · Arcata Economic Development Corporation (Arcata EDC) · Redwood Empire Small Business Development Center (SBDC) · . State & Federal Agencies: · California Trade & Commerce · Housing & Urban Development (HUD) · Rural Economic & Community Development Service {RECDS} EDFC BUSINESS LOAN GUIDELINES EDFC will make fully amortized, secured loans to businesses in Mendocino County. Lines of credit, debt consolidations or refinancing are not available. Applicants not conforming to all of the criteria listed below, such as start-ups, bail outs, and business buy outs, will be considered on a case by case basis relative to the availability of loan funds. In accordance with State and Federal laws, no applicant shall be excluded or discriminated against because of race, color, religion, ancestry, sex, age, national origin, physical handicap, or any other arbitrary basis. Loan Program Specifics $10,000 to $100,000 loans. 1 - 7 year term. Loan packaging fee is from 1% to 2% of the loan value, plus billable expenses. No prepayment penalty. Not assumable. Not assignable. Positions taken behind senior liens. Loans must be fully collateralized with business assets and/or real property of the applicant. Borrower must show the ability to repay the loan from the operation of the business. Business projections will be considered as well as historical financial statements in determining debt service capacity. Start-up businesses will be required to provide equity capital of 20% to 50% of total capital needed to fund the start-up business. In addition, real property, a personal guarantee and a co- signer may be required as collateral depending on the strength of the loan application. Priority Bankine Priority will be given to businesses which will increase employment opportunities in the county. Loan applications will be reviewed based on the following criteria: History of profitable operation (usually 3 years) Job employment created or retained (ratio of 1 job per $35,000 of loan funds) Experienced and financially strong applicants Available collateral (ratio of 2 to 1 collateral to loan value) Interest Rates The interest rate will be the prime rate plus 1% for all RLF loans. Operates a Business Revolving Loan Fund (RLFI for Mendocino Counly businesses which supports gap financing for proiects which encourage iob creation, inveslment and expansion. Assists companies with site selection as well as acting as a business ombudsman by arranging meetings or directing companies to appropriate cily and counly offices for assistance. Conducts economic development research and information proiects counly-wide. Coordinates the efforts of public and private economic development agendes county-wide in providing both financial and technical assistance to local businesses. Supports community marketing efforts to encourage business expansion, attradion and retention county-wide. taff EDFC's daily operations are conducted by a professional staff who will assist you at our main office located at 655 Kings Court, Suite 200, Ukiah, CA 95482 Albert Lerma Executive Diredor mO ~ 0 · '0 CA 0' · 0 0 0 o~ 0 c 30. 0 ~e 0 0 IT! 0 0 · -ri,O') ~ "* -.0 0'0 O.¢ 0 ,.+ o --. t.D 0 0 0'~¢ ~ ,,, ,,, ~ ~ Og ~ mom _. 0 go ~.~ ~ o ~" ~ ~' ~ ...... ~ ~ ~ 0 mm mo m ~o ~e ~. ~ o~oo~ ~o ~ ~o o o ~ 0 om i'D ~ N o II "~ ' 0 Oo ~: rD O@ 0 ~-~-~. 0 0 0 0 i m~ ~.,_.~. ~-~. m ~ m.~ ~ o ~ ..- ~_. ~ o o ~ ~ m~~ ~ o o ~ .... , . ,. ,,,, , . -. ,, , - oo o ~ ~a ~= m~ ...... 0 ~' --. --' ~ ' ~' C 0 -- m ~m 5'5' ~ -' ~ ~ ~ ~ ~ =0 0 ~ ~ ~ 0 ~ ~ ~ = ~_ _ ~-~ ~ oo = P~~ ~'~ '- ~' ~ o .~ ~ , . ~.m m o o ~ ~i; ~5:~ o ~ m o 0 ~ ~ 0 ~ ~-.~e~ ~ m ~~ -. _ ~.~ = o .... ~ -.~ e °~.~ ~0 ~ 0 ~ =. 0 - ~ 0 ~ ~ , , ,, , -. ~_ ~ m ~ ' - a ~ ~ - _, ~ _. ~s._ ~=~g-~= -_. ~ o o - ~ ................ .... .... o -' * ~ ~ '" ~ ~ '~ .... ~- ~; ; ~ (D 0 ~ ~ 3 o ~. ~ ~ ~ ~ ~ _. · ~m~ o ~~ = ~ ~ ~'~5'm 0 ~' , , 0 . . EDFC staff will give the applicant an indication of loan feasibility after a preliminary review of the loan application. Additional. staff assistance is available to insure that the application and required exhibits are complete. Staff will prepare a summary analysis of the loan request for the Loan Committee. The Loan Comittee will review the loan and make a recommendation. A simple majority vote by the Loan Committee is needed for approval. Loans which are approved by the Loan Committee will go to the Board of Directors for final approval. Meetings of the Loan Committee are held on as needed basis. Board of Directors meetings are held according to an established meeting schedule. . . o . Applicant may appeal the Loan Committee's decision for denial to the Board of Directors. If loan is approved, staff will prepare the required loan documents. A loan packaging fee will be assessed at 1% to 2% of the total loan amount, plus billable expenses including cost of credit check, appraisals, recording and notary fees, Uniform Commercial Code (UCC) Financing Statement filing fees, etc. On a regular basis, the loan recipient will provide EDFC with the following information; Quarterly and annual profit and loss statements within 60 days of the close of the quarter Annual balance sheet within 60 days of the close of calendar or fiscal year. Summary of any substantial changes in the business operation Proof of fire and liability insurance Proof of all business taxes paid on a current basis Annual copies of personal and business tax returns EDFC staff will monitor and analyze the financial reports and discuss trends and changes in financial conditions with the loan recipient. Loan Conditions o . o EDFC loan funds will be loaned only to businesses located in Mendocino County at the time of the loan for use on property in that county. Any business wishing to receive a loan through EDFC will be required to comply with all applicable City and County ordinances. Any business receiving a loan under this program may not discriminate against any individual seeking employment or already employed because of race, color, religion, ancestry, sex, age, national origin, or any other arbitrary basis. , If at any time during the term of a loan it is discovered that a business is willfully out of compliance with any of these conditions, EDFC may require payment of any outstanding loan balances within ninety (90) days of the discovery of noncompliance. . A business will not be eligible for a second business loan until the first loan has been substantially reduced. Applicant must have a history of timely loan payments. . All loan information is maintained as strictly confidential. Only the name of the business, amount of the loan, and the number ofjobs created or maintained on all approved loans is reported and thereby becomes public information. . Loans will become due and payable if the business receiving the loan moves from the service area. Negotiated arrangements may be made on a case by case basis. This policy statement is subject to revision by the Board of Directors at any time. Loan Servicin~ The following procedures and precautions will be implemented during loan preparation, and delinquency monitoring to maintain the quality of the loan portfolio: * Careful loan preparation and closing procedures in cooperation with any participating banks. * Regular monitoring for changes in credit risk. * Disciplined and consistent collection efforts. * Standardized loan closing procedures will include the following: ** Careful review of borrower debts and liabilities ** Requiring personal guarantees when necessary ** Verifying asset ownership and proof of insurance ** Requiring a credit check ** Signing a promissory note stating the loan amount, interest rate and schedule of repayment. ** Signing a loan agreement stating all conditions ** Requiting a security agreement for all collateral Proeram Management Daily management of the Business Revolving Loan'Fund will be done by the staff of the Economic Development & Financing Corporation. The staff will have the responsibility for coordinating with local banks, marketing the RLF, performing income verification and monitoring employement activity of the borrowers, maintaining all required files and records, loan review and recommendation, recruitment of loan committee members, reporting to the EDFC Board of Directors, budget oversight and required RREDC and Housing & Urban Development reporting requirements. Date: 10/20/95 lo--ppi.doc Terms Terms of the loans may vary from 1 to 7 years. Principal payments may be deferred under certain conditions with interest only payments due monthly during the deferment period. Payments Clients will be billed on the first of each month and payments of principal and interest will be made in equal monthly installments, calculated to fully amortize the debt over the length of the loan. There is no prepayment penalty. Monthly payments are applied first to late payment penalties and collection fees, then to interest and then to loan principal, in that order. Elil~ible Uses of Funds (In Order of Priority): Ineliuible Use of Funds: o 2. 3. 4. Equipment/real estate (existing bldg.) Inventory Leaseholder improvements Working capital 1. Lines of credit 2. Debt consolidations 3. Refinancing existing debt Collateral EDFC will require collateral including, but not limited to, business assets and/or real property. Personal and business guarantees, as well as co-signers, may be required. Loan Ratios The total liabilities of applicant's business, excluding real property, should not exceed four (4) times the owner's equity after the loan has been made. Loan conditions which insure prudent business ratios may be imposed as part of the loan agreement. Application Procedure & Packagine The process begins with a preliminary loan consultation followed by an application consisting of: Financial statements of company covering last 3 years (or 3 years projections for start-ups). Interim company financial statement from start of current financial year to most recent date. Detailed project description. Most recent personal financial statements of all owners or participants with a 20% or more interest in the company. Brief resumes of key management personnel and owners or participants with a 20% or more interest in the company. Advertising materials or brochures. Credit verification - charge-off, or tax liens may invalidate an application. The application shall include a complete Business Plan.