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HomeMy WebLinkAboutR16-Economic Development Agency . . . . . -- - D B& LOP II B . T D B PAR T tAt. T OF THE CIn OF SO BBIllWUlIB'O REOUEST FOR CO!lnSSIOII'/COOB'CIL ACTIOII' From: KENNETH J. HENDERSON Executive Director Subject: OPTIO. HOUSB, III'C. FIlWfCIAL ASSISTAIl'CB ADDITIOlUL HOUSIIIG DBVBLOPIIEB'T Date: February 10, 1992 ------------------------------------------------------------------------------- SvnoDsis of Previous Commission/Council/Committee Action(s): 1-6-92 - Mayor and Common Council approved a $25,000 loan, pursuant to Request of Option House, to move two double wide mobile units from Huntington Beach, CA to San Bernardino. 1-30-92 - The Community Development Citizens Advisory Committee reviewed, pursuant to federal requirements, and recommended Commission approval of the proposal from Option House for a $75,000 CDBG grant for additional housing development. ------------------------------------------------------------------------------- Recomm~ded lIotion(s): (lIavor md Co_on Council) IIOTIO. A: That the Mayor and Common Council rescind its motion of January 6, 1992 granting a loan of $25,000 to Option House. IIOTIO. B: RESOLUTIOII' OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAIl' BERNARDINO AUTHORIZING AND DIRECTING THE EXECUTION OF A COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING AGREEMENT BY AND BETWEEN THE CITY OF SAIl' BERNARDINO AND OPTION HOUSE, ~NC. FOR ADDITIONAL HOUSING DEVELOPMENT Administrator IUUU'U51:I1 J. E 011' Executive Direct r ------------------------------------------------------------------------------- Contact Person(s): Ken Henderson/Art Hassel Phone: 5081 Project Area(s): EnterDrise Zone Ward(s) : One (1) Supporting Data Attached: Staff ReDort: Resolution: A2reement: Exhibits FUNDING REQUIREMENTS: Amount: $ 75.000 Source: FY 91/91 CDBG LOC Budget Authority: ------------------------------------------------------------------------------- Commission/Council lI'otes: ------------------------------------------------------------------------------- KJH:AJH:lag:lmp:05l2E COMMISSION MEETING AGENDA Meeting Date: 02/17/1992 /b Agenda Item Number: . . . . . DEVELOPMENT DEPARTMENT OF mE CIn OF SAB BERlWIDIBO STAn REPORT OPTION HOUSE. INC - FIl'IAl'ICIAL ASSISTABCE FOR ADDITIONAL HOUSIIJG DEVELOPMENT The Development Department Staff has recently received (copy attached) a request from Option House for a $75,000 grant to develop additional housing for the battered women and children shelter. The request was subsequent to the January 6, 1992 Commission action approving a $25,000 loan to move two mobile units pursuant to plans of Option House. Later, the Option House determined it would be difficult to obtain construction funds, and development on the site originally planned was too expensive. Because of these factors, negotiations with Option House staff were restarted to accomplish both moving and construction of the units. The project will be used as transitional housing (temporary, forty-five (45) day shelter facility), and will serve an additional five (5) families. A basic purpose of the facility is to prevent the clients from suffering further physical/emotional abuse. Staff has, therefore omitted reference "to the specific proposed site address of the shelter, which is agency-owned property, to avoid diSClosing the location of affected clients to their spouses or domestic partners. The development consists of two (2) double-wide (20' X 48") mobile homes which are a gift from the City of Huntington Beach Economic Development Department. The mobile homes have to be removed from the Driftwood Beach Mobile Home Park no later than February 19, 1992. As reflected in the attached request of the Option House, the sole use of the units will be to shelter battered/homeless women. The units will be temporarily stored on adjacent property as agreed by the owner(s) or elsewhere if determined appropriate. The cost for the project is estimated as follows: 1) Transporting the two (2) units from Huntington Beach to San Bernardino to a site adjacent to Option House: $25,000 2) 3) Design and Engineering: $ 3,000 Construction (setting the mobiles, utility hook-ups, site grading, sidewalks curbs, gutters and drive approach, and landscaping) : $47.000 $75,000 Total project cost: ------------------------------------------------------------------------------- KJH:AJH:1ag:1mp:0512E COMMISSION MEETING AGENDA Meeting Date: 02/17/1992, Agenda Item Number: / ~ . . . . DEVELOPMEl'lT DEPARTMENT STAFF REPORT Option House - Additional Development February 10, 1991 Page Number -2- . Staff has reviewed the above referenced proposed use of funds and finds the request submitted by Option House to be eligible for CDBG contingency funding. Further, Option House has agreed that while not expected, any cost over the $75,000 will be its obligation and not that of the Agency. Based upon the information provided in the staff report, staff recommends adoption of the form motion and the attached Resolution. ICE J. REND RSOll', E:litecutive Director Development Dep rtment KJH:AJH:lag:lmp:05l2E COMMISSION MEETING AGENDA Meeting Date: 02/l7/l~97 Agenda Item Number: ~ . OptioQ P.O.Box 970/San Bernardino. 714-3BI-3471 HOUS6, . IQG. Ca. 92402 January 28, 1992 Economic Development Department 201 North "E" Street San Bernardino, Ca. 92401 Mr. Art Hassle: . Option House, Inc. respectfully requests a $75,000.00 Community Development Block Grant. These monies are requested to assist Option House, Inc.. in. the relocation and set-up mobile of home units which the Huntington Beach Development Department are giving to the agency. These units will be utilized as transitional housing for female victims of domestic violenece and their children. Initially we had proposed that the units be set-up on a tract of land leased to Option House, Inc. by Temple Emanu el. We now agree to accept your department"s recommendation and place the units on parcel # 23, the vacant lot currently leased by Option House, Inc. from your department. If there is need for additional information, please contact Juanita Scott - 888-1696, or me. . T og6th6r, W6 Ga1\ Mah6 A Dif f 6{461\(;6 Ib Serving Battered Women and Children . 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 . . . . RESOLUTION NO. RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING AND DIRECTING THE EXECUTION OF A COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING AGREEMENT BETWEEN THE CITY OF SAN BERNARDINO AND OPTION HOUSE, INC., FOR ADDITIONAL HOUSING DEVELOPMENT BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS: SECTION 1. ( a) The Mayor of the City of San Bernardino is hereby authorized and directed to execute, on behalf of the City, an agreement for Community Development Block Grant funding" with Option House, for additional Housing Development, which agreement is attached hereto as Exhibit "1", and is incorporated herein by reference as though fully set forth at length. The agreement provides for the granting of Community Development Block Grant funds in the fOllowing amount of $75,000.00. SECTION 2. (a) The authorization to execute the above referenced agreement is rescinded if the parties to the agreement fail to execute it wi thin sixty ( 60 ) days of the passage of this Resolution. I HEREBY CERTIFY that the foregoing resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a meeting thereof, held on the , 1992 by the following vote, to wit: day of III III III III DAB:j.[grut .re.] 1 It; 11 HERNANDEZ 12 MAUDSLEY 13 MINOR 14 POPE-LUDLAM ~ 15 MILLER 16 17 18 19 20 21 22 23 24 ~ ~ 25 26 27 28 . . 1 2 3 4 5 6 7 8 9 10 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING AND DIRECTING THE EXECUTION OF A COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING AGREEMENT BETWEEN THE CITY OF SAN BERNARDINO AND OPTION HOUSE, INC., FOR ADDITIONAL HOUSING DEVELOPMENT I HEREBY CERTIFY that the foregoing resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a meeting thereof, held on the , 1992, by the following vote, to wit: day of Council Members: AYES NAYS ABSTAIN ABSENT ESTRADA REILLY City Clerk The foregoing resolution is hereby approved this of , 1992. day w. R. Holcomb, Mayor City of San Bernardino Approved as to form and legal content: JAMES F. PENMAN, City Attorney ~~ DAB: je [grant. ree' 2 {b . . . . . AGREEIIEBT THIS AGREEMENr is entered into effective as of the _ day of 1992, at San Bernardino, California, between the CITY OF SAN BERNARDINO, a municipal corporation, referred to as "City", and OPTION HOUSE, INC., a nonprofit community service organization, referred to as "Subrecipient". City and SUbrecipient agree as follows: 1. Recitals. (a) Subrecipient has requested financial assistance from City for fiscal year 1991/1992 from funds available through the Community Development Block Grant Program from the United States of America to City. (b) Subrecipi1mtrepresents that the expenditures authorized by this Agreement are for the development of additional transitional hOUSing including the transporting, setting the mobile home units and the other related construction activities for the complete installation inClUding landscaping, which are valid and eligible community development purposes, as defined in CFR Part 570 in accordance with federal law and regUlations, and that all funds granted under this Agreement will be used for no purpose other than those purposea specifically authorized. The specific purposes and scope of services of this particular grant are set forth in Exhibit "A", attached hereto and incorporated into this Agreement as though fully set forth herein. (c) Subrecipient will comply with applicable uniform administrative requirements, as described in 24 CFR, Part 570.502. (d) Subrecipient will carry out each activity, program and/or project in compliance with all federal laws and regulations as set forth in 24 CFR, Part 570, with the following exceptions, (i) the Subrecipient does not lIP CDBG Grant Page -2- Agreement . . ~ assume the environmental responsibilities of the Grantee as described in 24 CFR, Part 570.604, and; (ii) the Subrecipient does not assume the Grantee's responsibilities for initiating the review process under Executive Order Number 12372. (e) SUbrl!cipient will comply with the requirements set forth in the Uniform Relocaticln Assistance and Real Property Acquisition Policy Act of 1970, as amended, (Ul~), 49 CFR, Part 24 in accordance with federal regulations when attE!lDpting to or acquiring any building or parcel of land. SUbrecipient will be required to obtain written approval from the Executive Director of the Development Department prior to any activity taking place within the confines of URA 49 CFR, Part 2~, as amended. 2. PaYments. City shall reimburse Subrecipient for allowable costs incurred ~ under the scope of this Agreement and applicable Federal regulations, which have not been paid for or reimbursed in any other manner by any other Agency or private source of funding. Reimbursement will be made at least on a monthly basis, with the total of all such reimbursements not to exceed $ 3. bm.. This Agreement shall commence , and terminate 1992. 4. Use of ~m"s: Budaet: Travel Limitation. (a) The funds paid to Subrecipient shall be used by it solely for the purposes set forth in Paragraph l(b) of this Agreement, and in accordance with the program budget submitted by Subrecipient to the City of San . Bernardino Community Development Department, s copy of which is attached to this Agreement as Exhibit "B". This budget shall list all sources of funding for the program covered by this Agreement, whether from State, Federal, local /& - - CDBG Grant Agreement Page -3- . . ~ or private sources, and shall identify which sources are paying for which specific portions of the program, by line-item, to the extent practicable. (b) No travel expenses for out-of-state travel shall be included in this program unless specifically listed in the budget as submitted and approved, and all travel expenses to be funded from funds provided hereunder shall be specifically identified as travel expense, which shall be negotiated between the City of San Bernardino Development Department and Subrecipient in the bUdget. Any travel expenses incurred by Subrecipient above the budgeted amount or for out-of-state travel shall not be eligible for reimbursement unless the prior written approval of the Executive Director of Development Department of the City of San Bernardino, or designee, has been obtained. . , I (c) Funds shall. be used for purposes authorized by the Community ~ Development Block Grant Program only, and no portion of the funds granted hereby shall be used for any purpose not specifically authorized by this Agreement. (d) Only net payroll shall be periodically reimbursed by City as an allowable cost. Any amounts withheld by Subrecipient from an employee's pay for taxes, social security, or other withholdings are actually paid over to another entity, shall not be included as wages or expenses eligible for reimbursement as an allowable cost until such time as the withheld taxes, social security, or other withholding and not immediately paid over to another entity entitled to such payment. Upon such payment and the submission of evidence of such payment to the City of San Bernardino Development Department, such expenses shall be regarded as an allowable cost, and the City shall reimburse Subrecipient for such obligation. ~ (e) Subrecipient shall be allowed, with the prior written approval of the Development Department of the City of San Bernardino, to make changes to the budget during the first three (3) quarters of the fiscal year, so long {to CDBG Grant Agreement Page -4- . . ~ as Subrecipient is in compliance with Section "2" of this Agreement at the time of submission of the bUdget modification request. A variation in the itemization of costs, as set forth in the proposed budget submitted to City, not to exceed ten percent (lOX) as to any particular line item, shall be allowed, provided that the prior written approval of the Executive Director of the Development Department of the City of San Bernardino is obtained, it being understood that the total amount of the grant shall not be varied thereby, (f) The parties intend that grant funds be utilized within the time period covered by this Agreement, and entitlement to any funds not expended or obligated shall revert to the City. No reserve for the future shall be established with the funds except as may be authorized to meet commitments made for services provided during the period of this Agreement, ~ but not yet paid for at the conclusion of this Agreement. (g) Subrecipient shall remain in compliance with all state, federal and local laws prior to the receipt of any reimbursement hereunder. this includes, but is not limited to, all laws and regulations relative to the form of organization, local business licenses and any laws and regulations specific to the business and activity carried out by Subrecipient. Reimbursement shall not be made to Subrecipient which is not operating in compliance with all applicable laws. Reimbursements may be subsequently paid, at the direction of the Executive Director of the Development Department for reimbursement costs incurred during the period when compliance is achieved before expiration of this Agreement. 5. Aecountfn_: Audit. (a) Prior to the final payment under this Agreement, and at such ~ other times as may be requested by the Executive Director of the Development Department of the City of San Bernardino, Subrecipient shall submit to the Director an accounting of the proposed and actual expenditures of all revenues l~ CDBG Grant Page -5- . Agreement . ~ from whatever source accruing to the organization for the fiscal year ending June 30, 1992. (b) Financial records shall be maintained by SUbrecipient in accordance with Generally Accepted Accounting Principles, and in a manner which permits City to trace the expenditures of funds to source documentation. All books and records of subrecipient are to be kept open for inspection at any time during the business day by the City, its officers or agents, and by any representative of the United States of America authorized to audit community development block grant programs. (c) Standards for financial management systems and financial reporting requirements established by 24 CFR, Parts 85.20 and 85.22 shall be fully complied with by.Subrecipient. Subrecipient acknowledges that the funds provided are federal funds. ~ (d) Subrecipient's financial management system shall provide for accurate, current and complete disclosure of the financial results of each program sponsored by this Agreement. It is the responsibility of Subrecipient to adequately safeguard all assets of the program, and Subrecipient shall assure that they are used solely for authorized purposes. 6. Services Available to Residents: Monitorina And ReDortina Proll.ram PerfO'F"lllAnee. The Services of Subrecipient shall be made available to residents and inhabitants of the City of San Bernardino unless otherwise noted in Exhibit "A". No person shall be denied service because of race, color, national origin, creed, sex, marital status, or physical handicap. SUbrecipient shall comply with Affirmative Action guidelines in its employment ~ practices. Subrecipient shall also monitor the program's activities and submit written reports quarterly, or more often if requested, to the Executive Director of the Development Department of the City of San Bernardino, in 10 CDBG Grant Agreement Page -6- . . ~ accordance with 24 CFR, Part 85.4l(c)(d) and Part 85.21. Failure to provide such quarterly performance reports may prevent the processing by City of Subrecipient's requests for reimbursement~ and may justify temporary withholding as provided for in Paragraph "11" hereof. City reserves the right to waive such breach, without prejudice to any other of its rights hereunder, upon a finding by the Executive Director of the Development Department that such failure was due to extraordinary circumstances and that such breach has been timely cured without prejudice to the City. 7. Procurement Practices: Conflict of Interest. Subrecipient shall comply with procurement procedures and guidelines established by 24 CFR, Part 85.36(d)(1), Subrecipient "Procurement Standards". In addition-to- the specific requirements of 24 CFR, Part 85, ~ SUbrecipient shall maintain a code or standards of conduct which shall govern the performance of its officers, employees or agents in contracting with and expending the federal grant funds made available to SUbrecipient under this Agreement. Subrecipient's officers, employees or agents shall neither solicit nor accept gratuities, favors, or anything of monetary value from contractors or potential contractors. To the extent permissible by state law, rules, and regUlations, the standards adopted by Subrecipient shall provide for penalties, sanctions or other diSCiplinary actons to be applied for violations of such standards by either the Subrecipient's officers, employees or agents, or by contractors or their agents. Subrecipient shall provide a copy of the code or standards adopted to City forthwith. All procurement transactions without regard to dollar value shall be conducted in a manner so as to provide maximum open and free competition. -The Subrecipient shall be alert to ~ organizational conflicts of interest or non-competitive practices among contractors which may restrict or eliminate competition or otherwise restrain trade. Subrecipient agrees to adhere to conflict of interest provisions set ,0 CDBG Grant Agreement Page -7- . . ~ forth in 24 CFR Section 570.611 and to the procurement rules specified in 24 CFR, Part 85.36, in its expenditure of all funds received under this Agreement. 8. Anti I:ick Back Provisions: Eaual EIIIDlovment ODDortunitv. All contracts for construction or repair using funds provided under this Agreement shall include a provision for compliance with the Copeland "Anti-Kick Back" Act (18.U.S.C. 874) as supplemented in Department of Labor Regulations (29 CFR, Part 3). This Act provides that each contractor or subgrantee shall be prohibited from inducing, by any means, any person employed in the construction, completion or repair of public work, to give up any part of the compensation to which he/she is otherwise entitled. Subrecipient shall report all suspected or reported violations to City. All contracts in excess of.$lO,OOO.OO entered into by Subrecipient using funds provided under this Agreement shall contain a provision requiring compliance ~ with Equal Employment Opportunity provisions established by Executive Order Number 11246, as amended. 9. Prevailina WaRe ReauirAMent. Any construction contracts awarded by Subrecipient using funds provided under this Agreement in excess of $2,000.00 shall include a provision for compliance with the Davis-Bacon Act (40 U.S.C. 276(a) to 276(a)(7)) and as supplemented by Department of Labor Regulations (29 CFR). Under this Act, contractors shall be required to pay wages to laborers and mechanics at a rate not less than the minimum wages specified in a wage determination made by the Secretary of Labor. In addition, contractors shall be required to pay wages not less often than once a week. SUbrecipient shall place a copy of the current prevailing wage determination issued by the Department of Labor in . each solicitation and the award of a contract shall be conditioned upon the acceptance of the wage determination. Subrecipient shall report all suspected or reported violations to City. I~ . . . CDBG Grant Agreement Page -8- . . 10. ADDro"al of City of amr r.h-rlles: Use of Prollram Income. (a) City hereby requires Subrecipient to notify the City, in writing, of its intent to charge a fee for any service, the provision of which is assisted pursuant to the Agreement. City requires SUbrecipient to obtain the prior written approval of City for any charges or fees to be charged by Sub recipient for such services, and of any rules and regulations governing the provision of services hereunder. (b) Program income represents gross income received by the Subrecipient directly generated from the use of funds provided hereunder. Such earnings include interest earned on advances and may include, but will not be limited to, income from service fees, sale of commodities, usage and rental fees for real or personal property using the funds provided by this Agreement. As to such income, it shall be first applied to eligible program activities, before requests for reimbursement and, in the use, shall be subject to all applicable provisions of this Agreement. Income not so applied shall be remitted to City. Subrecipient shall remit all unspent program income to the City within thirty (30) days subsequent to the end of the program year (June 30, 1992). 11. TemDorarv Withholdf".. Tbe Executive Director of the Development Department of the city of San Bernardino is authorized to temporarily withhold the payment of funds to Subrecipient when the Director determines that any violation of this Agreement has occurred. Funds shall be withheld until the violation is corrected to the satisfaction of the Executive Director. Subrecipient shall have the right to appeal the decision of the Executive Director to the Mayor and Common Council. Tbe sole grounds for such appeal shall be that no violation of the Agreement has occurred. Subrecipient shall file such appeal within fifteen (15) days after such first withhOlding. Tbe Mayor and Common Council shall \~ CDBG Grant Agreement Page -9- . . ~ set a date for the hearing of such appeal which is within thirty (30) days following the date of filing. 12. Reeords Retention. Financial records, supporting documents, statistieal records, and all other reeords pertaining to the use of the funds provided under this Agreement shall be retained by Subrecipient for a period of three (3) years, at a minimum, and in the event of litigation, elaim or aUdit, the records shall be retained until all litigation, elaims and audit findings involving the records, have been fully resolved. Records for non-expendable property acquired with federal funds provided under this Agreement shall be retained for three (3) years after the final disposition of such property. 13. PrODertv M.ft.gement Staft"ards Non-expendable personal property, for the purposes of this ~ Agreement, is defined as tangible personal property, purchased in whole or in part with federal funds, which has useful Ufe of more than one (1) year and an acquisition eost of one-thousand dollars ($1,000.00) or more per unit. Real property means land, including land improvements, structures and appurtenances thereto, exeluding movable machinery and equipment. Non-expendable personal property and real property purchased with or improved by funds provided under this Agreement shall be subjeet to the property management standards set forth in 24 CFR, Part 85.32. 14. Termination for Cause (a) City reserves the right to terminate this Agreement in accordance with 24 CFR, Part 85.43, and any and all grants and future payments under this Agreement, in whole or in part, at any time before the date of . completion of this Agreement whenever City determines that the Subrecipient has materially failed to eomply with the terms and eonditions of this Agreement. In the event seeks to terminate this Agreement for cause, City \~ CDBG Grant Agreement Page -10- . . .... shall promptly notify the Subrecipient in writing of the proposed termination and the reasons therefore, together with the proposed effective date. Subrecipient shall be given an opportunity to appear before the Mayor and Common Council at the time at which the Mayor and Common Council are to consider such recommended termination, and shall be given a reasonable opportunity to show cause why, if any exists, the Agreement should not be terminated for cause. Upon determination by the Mayor and Common Council that the contract should be terminated for cause, notice thereof, including reasons for the determination, shall promptly be mailed to the SUbrecipient, together with information as to the effective date of the termination. Such notice may be given orally at that hearing. The determination of the Mayor and Common Council aa to cause shall be final. .... (b) In the event of any termination whether for cause or for convenience, Subrecipient shall forthwith provide to the Development Department any and all documentation needed by the Development Department to establish a full record of all monies received by Subrecipient and to document the uses of same. 15. Termination for Convenience. City or SUbrecipient may terminate this Agreement in whole or in part provided both parties agree that the continuation of the project would not produce beneficial results commensurate with further expenditure of funds. In such event, the parties shall agree upon the termination conditions, including the effective date and, in the case of partial terminations, the portion to be terminated. The SUbrecipient shall not incur new obligations for the terminated portion after the effective date and shall . cancel as many outstanding obligations as possible. City shall allow Subrecipient full credit for the City's share of the non-cancellable obligations properly incurred by the Subrecipient prior to termination. I~ . . . . . CDBG Grant Agreement Page -11- 16. Reversion of Assets. Subrecipient agrees that upon expiration of this Agreement, the Subrecipient shall transfer to the City any and all CDBG funds not used at the time of expiration and any accounts receivable attributable to the use of CDBG funds. Subrecipient agrees that any real property under its control, which was acquired or improved, in whole or in part, with CDBG funds in excess of $500.00 shall either, (I) be used to meet one (I) of the three (3) national objectives as set forth in 24 CFR, Part 570.208 until five (5) years after expiration of the Agreement or such period of time as determined appropriate by the City, or; (ii) is disposed of in a manner which results in the City being reimbursed in the amount of the current fair market value of the property less any portion thereof attributable to expenditure of, or improvement to, the property by SUbrecipient. Such reimbursement is not required after the period of time specified in "i" above. 17 . Hold Haraless Subrecipient agrees to indemnify, save and hold harmless the City and the Development Department and their employees and agents from all liabilities and charges, expenses (inClUding counsel fees), suits or losses, however occurring, or damages, arising or growing out of the use of or receipt of funds paid under this Agreement and all operations under this Agreement. Payments under this Agreement are made with the understanding that the City and the Development Department are not involved in the performance of services or other activities of the Subrecipient. Subrecipient and its employees and agents are independent contractors and not employees or agents of City and the Development Department. 18. Am,","Ment. This Agreement may be amended or modified only by written agreement signed by both parties, and failure on the part of either party to enforce any ,& . . CDBG Grant Agreement Page -12- ~ provision of this Agreement shall not be construed as a waiver of the right to compel enforcement of any provision or provisions. 19. Assilm1llent. This Agreement shall not be assigned by Subrecipient without the prior written consent of City. 20. Notices. All notices herein required shall be in writing and delivered in person or sent certified mail, postage prepaid, addressed as follows: As to City: As to Subrecipient ~ Kenneth J. Henderson Executive Director Development Department Economic Development~Agency 201 North "I" Street, 3rd Fl San Bernardino, CA 92401 Veletta Scott, Executive Director Option House Incorporated P. O. Box 970 San Bernardino, CA 92402 21. Evidence of Authoritv. Subrecipient shall provide to City evidence in the form of a certified copy of minutes of the governing body of SUbrecipient, or other adequate proof, that this Agreement has been approved in all its detail by the governing body of the SUbrecipient, that the person(s) executing it are authorized to act on behalf of SUbrecipient, and that this Agreement is a binding obligation on SUbrecipient. 22. Certification of Assurance. Subrecipient shall comply with the program requirements attached hereto as Exhibit "C", which are incorporated by reference as though fully set forth at length and made a part of this Agreement by execution of all certifications and assurances of the CDBG program. . I~ CDBG Grant Agreement Page -13- . . . 23. Entire Aareement. This Agreement and any document or instrument attached hereto or referred to herein integrates all terms and conditions mentioned herein or incidental hereto. and supersedes all negotiations and prior writing in respect to the subject matter hereof. In the event of conflict between the terms. conditions or provisions of this Agreement. and any such document or instrument. the terms and conditions of this Agreement shall prevail. 24. No Third Part Beneficiaries. No third party shall be deemed to have any rights hereunder against any of the parties hereto as a result of this Agreement. 1111 1111 . 1111 1111 1111 1111 1111 1111 1111 1111 1111 1111 1111 1111 1111 . 1111 fit . . . CDBG Grant Agreement Page -14- . . FY 199111992 CDBG A~,[ BBTWBD CIn A1ID OPrIOR HOUSE, IRC., (DBVBLOP!IDT OF ADDITIOllAL TRAB'SITIOllAL HOUSIRG) IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the day and year first hereinabove written. ATTEST: CIn OF SAR' BBRlWlDIRO BY: W. R. HOLCOMB, Mayor City of San Bemardino CITY CLERK SUBRBCIPIBBT Approved as to form and legal content: BY: President JAMES F. PENMAN, ~ BY: Secretary /(0 . . . CITY OF SAN BERNARDINO COMMUNITY DEVELOPMENT DEPARTMENT COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM SUDDlemental Information for SUbreciDient As a successful applicant of the City of San Bernardino FY 1989/1990 Community Development Block Grant (COBG) Program, you are not only agreeing to provide the services as stated in your application, but also to abide by the COBG Program requirements and responsibilities. To further assist you in understanding said requirements and responsibilities, the following summaries and attachments have been prepared to introduce to or update you on each item. Additionally, this instructional package will reauire your governing body designated official to read and sign hiS/her signature as part of the COBG agreement. Monthlv Reauest for Reimbursement Deadline 1 Due the fifth (5th) day after end of each calen- dar month unle.. otherwi.e .tated in the CDBG agreement. Include the following: . . a) One (1) completed Request for Reimbursement form. b) One (1) copy of All checks issued that are being reimbursed. c) One (1) copy of All bills/receipts that support check(s) issued. d) One (1) copy of All payroll check(s) that are being reim- bursed. . e) One (1) copy of All check stubs, accounting ledgers, and/or other documentation that reflect gross salary and all deductions for each check(s) issued. f) One (1) page narrative describing activities undertaken during the month included for reimbursement. In response to its part of each agreement, the City agrees to pay all invoices within thirty (30) days after it receives the invoice provided the City is satisfied all expenses have been incurred within the scope of the executed agreement and that the subrecipient continues to comply with the terms and conditions of the COBG agreement. (Generally, invoices are processed within ten (10) days of receipt of same.) The City reserves the right to defer processing of invoices and withhold payments until all required reports, statements, and/or certificates have been submitted and, where necessary, approved. 2 J& . . CDBG PROGRAM ~ Supplemental Information a) All accounting records and evidence pertaining to all costs of each subrecipient and all documents related to the CDBG agreement shall be retained and available for three (3) years following the completion of the funded program. b) Each subrecipient agrees to allow the City of San Bernar- dino Community Development Department to audit the funded program as part of its annual audit of all CDBG funds pursuant to federal regulations set forth in Title 24 of the Code of Federal Regulations. ~ . ReDorta/ReDortina Reauirementa and Records/Record XeeDino Reauirements While staff realizes that report writing and record-keeping are not the most desirable aspects of any program, it is one vehicle that provides a measure of program progress and accomplishments. Thus, all subrecipients participating in the CDBG Program are r~auired to provide the city of San Bernardino Community Development Department with written reports of its activities on or before the tenth (10th) day of October, January, April and July of any given program year for the previous three (3) month periOd in addition to a final report when the agreement terminates. All reports shall include information on program actiVities, accomplish- ments, new program information and current program statistics on expenditures, case loads and activities of the reporting period. Each subrecipient is also required to maintain monthly records of all ethnic and racial statistics of persons and families assisted by its program(s). This monthly record shall include data on the number of low and moderate income persons and households assisted, (as determined by federal income limits), number of female-headed households, and number of senior citizens assisted. As mentioned earlier, each subrecipient is required to keep all accounting records and evidence pertaining to all costs for three (3) years following completion of the funded program. Ouarter1Y ReDorts Deadlines: October 10 -- for periOd covering July 1, to September 30, of program year. January 10 -- for periOd covering October 1, to December 31, of program year. 3 t~ . . CDBG PROGRAM Supplemental Information . April 10 -- for period covering January 1, to March 31, of program year. July 10 -- for period covering April 1 to June 30, of program year. Include the following: a) One (1) completed Activity Report (form number 802). b) One (1) competed Direct Benefit Report (form number 045(a). c) One (1) completed Contract and Subcontract Activity Report (form OMB 2506-006). (For construction projects only.) It is the responsibility of the subrecipient to prepare and submit the required reports by the above stated deadlines in order to keep city staff informed of any changes to the funded program(s). Proaram Monitorina . One of the City's responsibilities is to monitor each subrecipient at least once a year. Not only are the monitoring visits intended to ensure each agency's continued compliance with CDBG requirements, but also serve as an opportunity for city staff to become more knowledgeable of each agency's program(s). The monitoring visits also serve as an opportunity to provide information to other City staff, the Mayor and Common Council and other interested persons. Listed below is typical information City staff will be seeking, observations that might be made, and items we may wish to review: a) The accomplishment(s) of the proqram(s) to date. b) Whether or not program objectives are being met. c) That the intended client group is being served. d) The number of people on staff. e) The existence and maintenance of client files. f) Assistance City staff can provide. In addition to monitoring each agency once a year, the City of San Bernardino Community Development Department reserves the right to have its internal auditor conduct an onsite audit of the program as part of the its annual audit of all COBG funds pursuant to Federal Regulations. . 4 tv . . . . . CDBG PROGRAM Supplemental Information Although the terms "monitoring" and "audit" may appear somewhat formidable, please be assured that your agency will be notified in advance of any request for a monitoring visit. Also, please be advised that representatives from HOD monitor the CDBG program every year. During HOD visit(s), they may wish to monitor one (1) or more of the City'S subrecipients. If your agency should be selected, you will be notified in advance in order to arrange a mutually convenient time. Proaram BUdaet: Another required element of your CDBG agreement with the City is the program budget:. Please submit an updated line item budget reflecting your approved CDBG allocation. Also, include a copy of your overall program budget with a summary of your funding source(s) and the total agency budget. The CDBG portion of your total program or agency budget should be identifiable. In past years, several agencies have raised questions regard- ing minor budget modifications or adjustments. Staff realizes that the apprOVed budget may require minor adjust- ments during the life of the program and request that you discuss proposed changes with Community Development Depart- ment staff. Again, please be reminded that capital or non-expendable equipment is not to be purchased with CDBG funds. If you need to acquire such equipment, please discuss it with community Development Department staff. Purchase of Personal PrODertv or BauiD..D~ 'Read Section 13 of the CDRQ Aar....nt All tangible personal property having a useful life of more than one (1) year and an acquisition cost of three hundred dollars ($300.00) or more per unit shall be subject to the requirements of the Property Management Standards specified in 24 CFR, Part 85.32, "Common Rule". Proce4ur.. a) All equipment and property purchased in accordance with the above standards shall be identified as "Federal Property-HOD", (include your internal Identification Number). Identification may be achieved by tagging or engraving the property or by any method that will result in property Identification Number being Dermanentlv affixed. 5 l~ . . . . . CDBG Program Supplemental Information b) Maintain a separate record of all such equipment and property. Information shall include: 1. Name/Description 2. Serial Number 3. Identification Number 4. Date Purchased 5. Purchase Price 6. Condition (i.e., excellent/good/fair/poor) 7. Characteristics (i,e., color/features, etc.) 8. Physical Location (i.e., address/office/room, etc.) c) Submit an inventory listing to the City of San Bernardino Community Development Department each vear endina June 30. Said listing is to be submitted by Julv 10 following the end of the year. The list should include all the information included in item (b). d) A written request must be submitted to the City of San Bernardino Community Development Department for any approved purchases that are not in the originally approved budget (see agreement). Written authorization must be obtained from the Community Development Department by subrecipient prior to the purchase of any equipment, whether or not said equipment was included in the agency's original budget. e) It is the responsibility of the subrecipient to maintain and repair all property and equipment purchased with CDBG funds. It is also the responsibility of the sUbrecipient to identify all purchased equipment and property with tags or engraving, and to supply same. Fiscal Accountina and Audit Documentation The city of San Bernardino Community Development Department requires each agency to observe and comply with all account ing rules and audit procedures as set forth in the CDBG agreement. The following is a brief description of the most prominent requirements: a) As a participant in the City of San Bernardino CDBG Program, each subrecipient agrees to keep all funds received from the City secarate from any other sources of funding. b) Each subrecipient also agrees to keep records of all funds received from the City of San Bernardino in accordance with the procedures set forth in the 0 "Agreement Accounting and Administrative Handbook". A copy of the Handbook is attached. 6 l~ . . . . . CDBG proqram Supplemental Information AUdits Each subrecipient shall provide the City of San Bernardino Community Development Department with an audit report, completed and siqned by a Certified Public Accountant. The audit shall include all information pertinent to the CDBG funded proqram includinq any audit findinqs. The audit report shall be prepared and submitted to the City of San Bernardino Community Development Department as soon after the close of the year endinq June 30, as is possible, or immediately after the subrecipient's reqular audit is completed (whichever is first). Certification and A.surance Attached is a copy of the Certification and Assurance form to be prepared and siqned by the desiqnated qoverninq offi- cial(s) of the subrecipient aqency. This document is to be attached to the CDBG aqreement and shall become part of the qoverninq requirements. 7 f~ . . . . . CITY OP SAN BBRNARDINO COHKtJIIITY DEVELOPMENT DBPARTMENT "Certification and Assurance" (To Accompany CDBG Agreement) I, I of (Name and Title of Official) the (Name of Agency/Organization) located at do hereby make the following certification and assurance to accompany the Community Development Block Grant Agreement between (name of organization) and the City of San Bernardino: a) Certify that the information booklet for CDBG Program requirements has been read and understood; and b) Assure that the (name of Agency) will comply with all governing require- ments as stipulated herewith in the performance of the CDBG Agreement. (Signature of Official) (Date) Community Development Department (Date) ELF/lab/3025 2/1989 8 I~ . . . . Mid-Year Budget Report Fiscal Year 1991-1992 Table of Contents 1. Cover Letter . 2. Priorities - Commercia1/Industrial/Retai1/0ffice 3. Priorities - Housing 4. Priorities - High Priorities - Unfunded 5. Financial Condition of Agency 6. Adopted Goals and Accomplishments - ;-/7-//2 ~tJ <1-,1(- /6 . City of San Bernardino ECONOMIC DEVELOPMENT AGENCY . TImothy C. Ste/nhsus Agency Administrator e TO: Honorable Chairman W.K. "Bob" Holcomb and the Members of the ColllllUllity Development Colllllission . Development Department - Redevelopment - Community Development . San Bernardino Downtown Main Street, Inc. . Convention and Visitors Bureau . Economic Development Council FROM: Timothy C. Steinhaus, Agency Administrator Economic Development Agency DATE: February 17, 1992 SUBJECT: MID YEAR BUDGET IlEPORT FY 1991-1992 The following text is provided at a point in time just beyond the mid 1991-1992 Fiscal Year. It represents a brief summary of the staff's accomplishments within the city and the redevelopment project areas. e Since May, 1991, most of the Economic Development Agency's efforts have been dedicated towards the reorganization, development and relocation of new facilities, acquiring and training new personnel, and the creation and implementation of administrative policies and procedures. Because of the demands of our organizational growth and wide spread influence within the City, it would be impossible to accurately reflect all of our accomplishments within this document. We are confident that based upon your review of the following accomplishments you will conclude that the reorganization efforts and current staffing has successfully demonstrated our ability to produce innovative and creative results in a time of economic uncertainty. This report contains activities from the Administrative Office and the Development Department of the Economic Development Agency. I intend to have additional separate presentations by Main Street, Inc., and the Convention & Visitors Bureau in the near future. :5 C"?--/ \.--' TIMOTHY C. STEIl'IIIAIJS, Agency Admfnfstrator Economic Development Agency TCS:S~kim:4455H e 1-1 201 North E Street. Third Floor. San Bernardino. Cali/omia 92401-1507' (714) 384-5081' FAX (714) 384.5135 . . . . . ECOROMIC DEVELOPMEII'I' AI:RIICY FY 91/92 BUDGET PRIORITIES (Commercial/Industrial/Office/Retail) PROJECT AI:RIICY COST Blight Removal and Beautification Commercial Laundry Demolition Assistance Loan Program Downtown Activity Center Economic Assistance Program FED CO Retention Assistance Green Acquisition Grove Investments (Arrowhead Plaza) I.T.T. Postal Encoding Facility Inland Empire All-News Channel Little Sand Canyon Heights New Police Headquarters Platt Building Pussycat Theatre Relocation/Demolition Rancon Whole-Block Development San Bernardino Steel Expansion Southern Pacific Railroad Acquisition Wal-Mart Highland and Boulder $2,000,000 $ 400,000 $ 250,000 $ 250,000 $4,200,000 $1,700,000 $1,250,000 $2,250,000 $ 600,000 - $850,000 ($l,OOO/job) $1,500,000 $1,500,000 $2,000,000 $ 500,000 $ 150,000 $4,500,000 $ 200,000 $4,000,000 $ 800,000 TOTAL $28,050,000 KJH:paw:0013c - 2-1 . . . PROJECT AREA: DESCRIPTION: AGENCY COSTS: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . BLIGB'r REMOVAL AIm RUUTIFICATIOl'l All Use of funds to eliminate blighting influences throughout the City. Emphasis will be placed on sites which will further promote development. $2,000,000 $2,000,000 N/A N/A N/A N/A 35 N/A Significantly enhance the image of the City. 2-2 . . . PROJECT AREA: DESCRIPTION: AGENCY COSTS: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: - . . COMMERCIAL LAUlQJRY FACILITY Central City (CC) A 70,000 square foot commercial laundry to be located on a 5.62 acre portion of EDA-owned property at Arrowhead Avenue/Orange Show Road; would use geothermal energy and produce 200 new jobs. $400,000 $10.5 Million $105,000/year $2l,000/year N/A $50 , OOO/year 50 200 Development fees, economic multiplier effect. 2-3 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: - . . DEMOLITION ASSISTAl'rCE LOAl'r PROGRAM Citywide A project for demolition assistance loans to assist removal of blighted and unsafe commercial buildings. $250,000 $250,000 N/A N/A N/A N/A Same N/A May assist land assembly efforts for new construction. 2-4 . . . PROJECT AREA: DESCRIPTION: AGENCY COSTS: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20X HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: - PERMANENT JOBS: OTHER BENEFITS: .. .' . . DOWBTOWII ACTIVITY 1i1mI1IJ[ Central City Projects Issue RFP, select site and create downtown activity center which will serve as a Business and Cultural Incubator Center. $250,000 $250,000 NIA NIA $2,000 NIA 20 50 Provide a social, business and entertainment place for residents, employees and visitors to San Bernardino. The center will also be combined with the Certified Farmer's Market. 2-5 . . ECOllOMlC ASSISTAKCE PIl0GRAM . PROJECT AREA: All DESCRIPTION: This is a proposed $4.2 million program whcih will provide economic assistance and incentives to businesses. AGENCY COST: $4,200,000 TOTAL PROJECT COSTS: Unknown at this time. TOTAL TAX INCREMENTS: Unknown at this time. 20X HOUSING SET ASIDE: Unknown at this time. SALES TAX: Unknown at this time. UTILITY USER'S TAX: Unknown at this time. CONSTRUCTION JOBS: Unknown at this time. PERMANENT JOBS: Unknown at this time. OTHER BENEFITS: Unknown at this time. . - . 2-6 . . . ~ PROJECT AREA: DESCRIPTION: AGENCY COSTS: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . FEDCO RETERrIOR ASSISTANCE Mount Vernon Corridor (MTV) Fedco has requested financial assistance with utility undergrounding, landscaping and blight removal, in consideration of remaining at this location in San Bernardino. $1.7 million $1.7 million NIA NIA $600,OOO/year retained $5,OOO/year retained NIA 200 retained Beautification, blight removal. 2-7 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. .' . . GRRD ACQUISITION Central City (CC) Acquisition of one occupied and two (2) vacant buildings on south "E" Street in the Central City South Study area. $1,250,000 $1,250,000 NIA NIA NIA NIA NIA NIA Would eliminate an existing Adult Bookstore operation and would provide for a major planned entrance into the Central City South Study area on the adopted street alignment for Valley Boulevard. 2-8 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . GROVE IRVESnmr.rS (AllROWIIEAD PLAZA) Northwest (NW) A mixed use retail/office project that would provide for a County Department of Social Services office at the southwest corner of Highland Avenue and Massachusetts Street. $2,250,000 $8,500,000 $56,000 per year $11,200 per year $22,500 $6,000 125 500 Completes development of Highland Avenue between Interstate 1-215 and Massachusetts Street. 2-9 . . . PROJECT AREA: DESCRIPTION: AGENCY COSTS: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . I. T . T. POSTAL ENCODING FACILITY Southeast Industrial Park (SEIP) I.T.T. would take over about 50,000 square feet of space being vacated by Rockwell, for a remote postal key-encoding facility; must first win a postal service contract; will know on April 15, 1992. $600,000 - $850,000 ($lOOO/job) $1.5 million $15,000/year $3,000/year N/A $60,000/year 15 600-850 Reoccupancy of otherwise vacant space, economic mUltiplier effect, development fees. 2-10 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: " OTHER BENEFITS: . . . IBLAIm EMPIRE AT.T_IIEWS r.JfAIIIIRT. CENTRAL CITY Development of Inland Empire All-News Channel $1,500,000 $1,500,000 for twelve (12) to eighteen (18) months N/A N/A N/A Information not available Information not available 30 (Estimated) Provide a" much needed first rate news channel, which would feature San Bernardino and Inland Empire news. 2-11 . . . PROJECT AREA: DESCRIPTION: AGENCY COSTS: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . LITTLE SAIm r.&IIVll. BIGHTS None To establish natural habitat, preserve historic value of citrus industry, and to build 110 houses on 10,000 square foot lots. $1,500,000 Unknown None None None $3000 per year. 50 None Will provide much needed upscale housing in the City. 2-12 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: lag:0573E .. .' . . NEW POLICE HKADOUARTERS Central City North Remodel and refurbishment of the neWly acquired building, for police headquarters facility. Cost showcase are in addition to acquisition and property management costs during construction. $2,000,000 $2,000,000 NIA NIA NIA NIA NIA . None additional Provides adequate space for police operations, inClUding parking. Excess land may be available for development. 2-13 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: . . . PLATT BUILDING Central City North (CCN) Remodel of Platt Building for temporary ground floor occupancy. $500,000 $500,000 NIA NIA Limited $1000 per year 20 Temporary Only . Active use of a currently vacant building. 2-14 e e e PROJECT AREA: DESCRIPTION: AGENCY COSTS: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . PUSSYCAT TRRATRE RRT.OCATION/DIlMOLITION Central City North (CCN) Relocation of Optometrist Dr. Klein with eventual demolition of Pussycat Theatre and retail building adjacent and to the north. $150,000 $150,000 NIA NIA N/A NIA 10 NIA Blight removal, readying of site for Rancon downtown office/retail development. 2-15 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . . RARCOllf WBOLB-BLOCI: DEVELOPMElIr Central City North (CCN) Execute a DDA with Rancon Development for a major, mixed-use office complex to be located at the northeast corner of 4th and "E" Streets. The costs shown are those in addition to the costs for acquiring the existing police headquarters and the demolition of both the police building and the Pussycat Theatre complex. In addition, rent guarantees made need to be provided by the Agency. $4,500,000 $26,000,000 $260,000 $52,000 $32,000 $216,000 400 720 Serves as a catalyst to overall downtown development and to provide much-needed quality. office space. 2-16 . Ie . PROJECT AREA: DESCRIPTION: AGENCY COSTS: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: . .' . . SAIl BERlWUlIIIO STEEL EXPAIISIOII Northwest (NW) San Bernardino Steel has requested assistance in the construction of a truck parking facility across the street from its existing operation; a favorable response from EDA could translate into new sales tax. $200,000 $200,000 Negligible Negligible Potentially $225,000/year Negligible 10 2 Beautification, blight removal, development fees. 2-17 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . SOUTHERR PACIFIC RAILROAD ACOUISITION Central City (CC) Acquisition of 35 acres of land in the Central City South Study Area which will support the construction of the proposed Caltrans headquarters and other projects. $4,000,000 $4,000,000 NIA NIA NIA NIA RIA . RIA Will provide land for various development projects which can be built on the assembled land in Central City South. 2-18 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . WAL-MAIlT HIGHLAIID AIm BOULDER N/A . Financing of off-site and street improvements for Wal-Mart store at the intersection of Highland and Boulder $800,000 Information not available N/A N/A $156,250 $5,625 Information not available 250 2-19 . e . . . ECONOMIC DEVELOPMENT AGENCY FY 91/92 BUDGET PRIORITIES (Housing) PROJECT AGENCY COST Arden-Guthrie Mobilehome Park Development Mobilehome Park Rehabilitation Program Rent/Deposit Guarantee Program Shadow Hills Apartment Complex Special Needs Housing $4,000,000 $2,000,000 $ 30,000 $ 100,000 $1,600,000 $ 100,000 $7,830,000 TOTAL .. 3-1 . . . PROJECT AREA: DESCRIPTION: AGENCY COSTS: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . ARDD-GUTIIIHE NIA Revitalization of Arden-Guthrie Area; major entrance point into the City; will involve the renovation of 800-1,000 units of housing and installation of public improvements. $4,000,000 $5,800,000 NIA $200,000 NIA $34,560 200 NIA Reduce creeping blight and significantly enhance commercially vital area of the City. 3-2 . . . PROJECT AREA: DESCRIPTION: AGENCY COSTS: TOTAL PROJECT COSTS: TOTAL TAX INCREMEl'lTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . ImBIT.1mfIJIIR PAIl.. DEVELOHmIrr N/A Site identification and acquisition for the development of a 300 space Agency-sponsored mobilehome park. $2,000,000 $3,500,000 N/A N/A N/A $25,920 Information not available N/A Significantly decreases upward pressure on space rents and increases supply of spaces for prospective tenants. 3-3 . . MOBILEHOtIB PAIlX REBABILITATIOl'f PROGRAPJ . PROJECT AREA: Citywide DESCRIPTION: Assist 30 senior citizens and/or handicapped homeowners with emergency home repairs in mobilehome parks. Elimination of blight and improvement of the quality of life within mobilehome parks. AGENCY COSTS: $30,000 TOTAL PROJECT COSTS: $30,000 TOTAL TAX INCREMENTS: N/A 20% HOUSING SET ASIDE: N/A SALES TAX: N/A UTILITY USER'S TAX: N/A CONSTRUCTION JOBS: 30 PERMANENT JOBS: None OTHER BENEFITS: Correction . of health/safety violation in mobilehomes. - . 3-4 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . RERT/DEPOSIT GlJARAII'I'n PROGRAM Citywide Provides for rent deposit guarantee assistance to homeless or about to be homeless families to pay for first and last month's rent plus utilities, as needed. $100,000.00 $100,000.00 N/A N/A N/A N/A N/A N/A Prevents the continued growth of homeless families in the City. 3-5 . . . PROJECT AREA: DESCRIPTION: AGENCY COSTS: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . SHADOW HILLS State College Credit enhancement for multi-family mortgage revenue bond issue. Bond proceeds will be used for construction purposes. $1,600,000 $16,000,000 N/A N/A N/A $16,416 250 N/A 3-6 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . . SPECIAL REEDS HOUSING Citywide Mobilehome Parks Space Rent Subsidy Program of $100,000 to assist low income seniors who are owner-occupants of mobilehomes and are below fifty percent (50%) of the median income. $100,000 $100,000 N/A N/A N/A N/A N/A N/A Allow the continued occupancy for low income senior within their own mobilehome to prevent them from becoming homeless. 3-7 . . . PROJECT Baseball Stadium Caltrans Headquarters Office Central City Performing Arts .. .' . BCOIroMIC DBVBLOPMKlI'I' ACRlIr.Y FY 91/92 BUDGET PRIORITIBS (High Priority - Unfunded) AGBlICY COST 4-1 . .. . PROJECT AREA: DESCRIPTION: . . RA~'RIl&T.{. S"I',nIml N/A .. Semi-professional ball park construct a baseball stadium to replace the existing baseball stadium at Perris Hill Park. AGENCY COSTS: N/A TOTAL PROJECT COSTS: N/A TOTAL TAX INCREMENTS: N/A 20X HOUSING SET ASIDE: N/A SALES TAX: -N/A UTILITY USER'S TAX: N/A CONSTRUCTION JOBS: N/A PERMANENT JOBS: N/A OTHER BENEFITS: . . .. 4-2 . . . PROJECT AREA: DESCRIPTION: AGENCY COST: TOTAL PROJECT COSTS: TOTAL TAX INCREMENTS: 20% HOUSING SET ASIDE: SALES TAX: UTILITY USER'S TAX: CONSTRUCTION JOBS: PERMANENT JOBS: OTHER BENEFITS: .. . . roll.DABS RRlTllllTAJrrEKS OFFICE Central City (CC) A 450,000 square foot office complex that will consolidate operations of District Eight for Caltrans. Costs are in addition to land acquisition costs shown under "Southern Pacific Railroad." Unknown $40,000,000 $400,000 $80,000 N/A $540,000 400 2500 (retained) Retains a major state office helping to preserve San Bernardino's role as a governmental center. May allow conversion of existing Caltrans offices to private (taxable) use. 4-3 . . CEBTRAL CITY lIORTII - PERFORMIIm ARTS CERTRR) . PROJECT AREA: Central City North DESCRIPTION: Assist in construction of a new facility fo~ the performing arts in the Central City Project Area. The proposed 2000 seat facility will house existing performing arts programs in San Bernardino including such presenters as the Inland Empire Symphony J The San Bernardino Valley Community Concert Association and the Inland Dance Ballet Theatre as well as attract and accomodate national and international touring productions. AGENCY COST: N/A TOTAL PROJECT COSTS: N/A TOTAL TAX INCREMEBrS: N/A 20% HOUSING SET ASIDE: N/A SALES TAX: If/A UTILITY USER'S TAX: If/A . CONSTRUCTION JOBS: N/A PERMANENT JOBS: N/A OTHER BENEFITS: .. . 4-4 I . . . . . Form 401 Page 1 of 5 MID-YEAR BUDGET REVIEW ECONOMIC DEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO 1991-92 FISCAL YEAR REVENUE AND EXPENDITURE SUMMARY WORKSHEET DIVISION: Development Department PROJECT AREA: Combined Redevelopment Project Areas/Community Development Block Grant REVENUE ACCOUNTS General Revenues 4011 Interest Earned Invest 4012 Notes Receivable 4018 Interest Earned Interproject 4019 Interest Earned Fiscal Agent 4200 Rental Income 4270 Mortgage Revenue Income 4280 UDAG Income 4300 Mall Security Income. 4430 Sewer Capacity Rights 4500 Tax Increment Revenue 4600 Lease Revenue Income 4610 In Lieu Payment 4660 Parking Income 4700 Land Sales 4800 20~ Set-Aside - Actual 4810 Other Mlsc Income Sub-Total Other General Financing Sources 4900 Operating Transfers In 4910 Sale of Bonds 4920 Sale of Fixed Assets 4930 Long Term Debt Proceeds 4940 Advances Govnmt Entities 4950 Advances Reserves TI 4951 Advances Reserves L/M 4952 Advances Reserves ~~~J( 4953 Advances Reserves PA~~ 4960 Advances Lines of Credit Sub-Total TOTAL~EVENUES 1686A .' 1991-92 BudQet 1991-92 Actual 1991-92 Anticipated $3,200.000 3,234,049 7,435,000 170,000 $ 950.000 $2.250.000 1,027.234 2.206.815 3.200.000 4.235,000 80,752 89.248 152,787 187.213 7.511.200 6.895.300 885.000 886.140 4.000 -0- 167.937 -0- 125.240 -0- 1.368.042 1,131.358 77 .270 22.730 15.549,462 17,903.804 340.000 14.406.500 1.771.140 -0- 50.200 -0- 2.499.400 100.000 33.206.289 -0- 5.121,000 3.128,058 5.336,624 13.353.917 7.839.621 3.097.581 37.876.801 900.000 1.500.000 158.449 1,932.547 8.241.475 3.960.000 -0- 16.692.471 -0- 3,621.000 1,822.632 3,404.077 5.112.442 3,879.621 3,097.581 20,837.353 \ $71.083.090 $32.241.933 $38.841.157 5-1 \ . . Form 401 Page 2 of 5 . MID-YEAR BUDGET REVIEW ECONOMIC DEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO 1991-92 FISCAL YEAR REVENUE AND EXPENDITURE SUMMARY WORKSHEET DIVISION: Development Department PROJECT AREA: Combined Redevelopment Project Areas/Community Development Block. Grant 1991-92 1991-92 1991-92 Budqet Actual Variance EXPENDITURES PERSONNEL SERVICES 5010 Salaries - Full Time $1,886,088 $757,650 $1,128,438 5011 Salaries - Part Time 16,650 -0- 16,650 5012 Overtime 15,100 1,906 13,194 5013 UI Benefit 4,830 1,889 2,941 5014 Auto Allowance 13,800 1,202 12,598 5015 PERS 282,286 125,040 157,246 5016 Health Insurance 219,026 79,960 139,066 5017 Life Insurance 9,540 3,017 6,523 5018 Employee Assistance Program 3,068 873 2,195 . 5019 State Comp 19,058 3,012 16,046 5020 Medicare 21,846 21,473 373 5021 Long-Term Disability 8,873 2,688 6,185 SUB-TOTAL PERSONNEl SERVICES 2,500,165 998,710 1,501,455 NON-PERSONNEL SERVICES Administration 6001 Board Member Compensation 28,800 8,475 20,325 6002 Login/Data Quick. 2,320 301 2,019 6003 Travel/Training 38,500 9,374 29,126 6004 Automobl1 e 10,240 2,245 7,995 6005 Mileage Reimbursement 1,400 295 1,105 6006 Microfilming 3,000 -0- 3,000 6007 General OffIce Supplies 39,000 20,746 18,254 6008 Dues and Membership 15,510 3,978 11 ,532 6009 Mise Administrative Expenses 13,000 12,906 94 6010 Printing 68,200 37,360 30,840 6011 AdvertIsing 49,750 4,924 44,826 6012 Postage/Federal Express 9,200 5,118 4,082 6013 Office Rent 1,800 900 900 6014 ~bllcatlons 13,239 3,206 10,033 6015 Photography 20,500 2,626 17,874 . " 5-2 . . Form 401 Page 3 of 5 . 1991-92 1991-92 1991-92 Budget Actual Variance 6016 Telephone 32,500 13,410 19,090 6017 Insurance 76,360 -0- 76,360 6018 Equipment Maintenance 35,824 35,824 -0- 6019 Admin Contracted Services 599,800 173,956 425,844 6020 Temporary Help 23,240 14,314 8,926 1,082,183 349,958 732,225 Bond Expenditures 6301 Bond Payments 26,348,706 13,740,000 12,608,706 6302 Bond Advertising 35,000 -0- 35,000 6303 Bond PrInting 6304 Bond Insurance 20,000 -0- 20,000 6305 Transfer Tax Increment -0- 6306 Bond Servicing 338,800 33,899 304,901 6307 Industrial Development Bonds 6308 Bond Issuance 30,000 -0- 30,000 26,772,506 13,773,899 12,998,607 Tax Increment . 6401 County Assessor 75,200 131,088 (55,888) 6402 Pass Through Agreements 135,944 35,000 100,944 211,144 166,088 45,056 Legal 6500 Legal 327,000 143,314 183,686 Consultant/Professional 6600 Consultants 1,101,284 370,120 731,164 PAC/CAC 6801 PAC/CAC 34,000 4,778 29,222 SUB-TOTAL NON-PERSONNEL 29,528,117 14,808,157 14,719,960 .. . 5-3 . . Form 401 Page 4 of 5 e 1991-92 1991-92 1991-92 Budaet Actual Variance CAPITAL OUTLAY Administrative/Eauipment 7001 Fixed Assets 56,800 20,223 36,577 7002 Leased EquIpment Computer 13,200 5,501 7,699 7003 Leased Equipment Copier 21,000 6,744 14,256 7004 Leased Equipment Microfilm 7,000 1,419 5,581 98,000 33,887 64, 11 3 Site Acauisition 7101 Land Acquisition 8,540,000 7,098,420 1,441,580 7102 Appraisal 90,000 3,740 86,260 7103 Title Reports 21,000 1,000 20,000 7104 Fees and Commission 7105 Advertising 18,000 298 17,702 7106 Survey and Maps 18,000 6,386 11,614 7107 Taxes 7108 Improvements Costs 82,805 29,463 53,342 8,769,805 7,139,307 1 ,630,498 e Housina 7201 Housing 5,336,624 1,932,547 3,404,077 7202 HousIng Services 5,336,624 1,932,547 3,404,077 Construction/Site Improve 7301 Demolition 33,600 571 33,029 7302 Site Improve/Agreements 10,650,940 3,100,854 7,550,086 7303 Public Improvements 9,141,679 2,633,027 6,508,652 7304 ArchItectural 7,350 -0- 7,350 7305 Real Estate Economist 65,000 3,751 61,249 7306 Civil Engineering 83,500 -0- 83,500 19,982,069 5,738,203 14,243,866 Other Development Costs 7401 Notes Payable 88,000 -0- 88,000 7402 Land DIspositIon 7403 Operation Acquired Property 309,000 120,933 188,067 7404 Relocation 125,000 102,147 22.853 522,000 223,080 298,920 .. SUB-TOTAL CAPITAL OUTLAYS 34,708,498 15,067,024 19,641,474 e 5-4 . . . Form 401 Page 5 of 5 e 1991-92 1991-92 1991-92 Budqet Actual Variance TRANSFERS 8001 AdminIstration 8002 Redevelopment Project Areas 8003 Low/Mod Housing Fund 4,346,310 1,368,042 2,978,268 8004 S6 JoInt Powers Fin Auth SUB-TOTAL TRANSFERS 4,346,310 1,368,042 2,978,268 GRAND TOTAL $71 083 090 $~2.241.933 $38.841.157 e .. e . 5-5 . .t . '" '" '" .. ~ . . . ........ 00 .. ...,. ...... 0' ...~ ....... w.. - ... .. ~;. .. "0 .. .... c ...,. .... .. -.Q ..c .... " 0" < ..... ,,, .. -.. .... .. ,<. .. .. , .. . c:: " .. .... .... o n .. .. .. ... '" !. .. 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Z w3: 0 :...~ 0 -I :::j Z III 0 G') 0 (I) Z 0 ." :a Z 0"ll "* :JJ "':a ~ m 0 ~~ "'" m (I) m m 0 -'" < (I) :a 3: m s: 0 < m m m :a m 0 - 0 (I) r- Z :::E r- N - 0 0 c: ~ 0 z m 0(1) Nm . -I (II~ .. ~ 0 CO m -I ....i. ~ ." >< I en ." ." 0Z 0 m 0 "'0 .. ~ 0 ....:a CO . ,... 0' ~~~ :"'m ~ ...." -Ie: 3: wG') 'e: m N COz . ""0 ....,m NO Z 'Z 0 ~ -I CO-l (I) Z ~ (I) III m 0 Z 0 0 (I) "ll c: ~ m "ll 0 :a 0 ~ m III C :a G') Z Z ~ . ~G') 0 ." Z 0Z m '-I . NZ 00 W:a C) "ll ... , ~ 0m 'm '"ll U1C CO:a Z N:a (I) '(1) ~ 0 Wo 0 ." m G') m Z 3: :a :a Z Z ~ (I) m 3: -I ,... I11Q O~ m . ~Q. "* >< Og> "'" "tJ -'" !!;~ s: m 0(1) - Z ~~ r- C en 5:Q, 0 I'l"j~ Z m 1""0 en ~. 0 ~. ~ III "ll 0 :::j Z 0~ .... 0 W,... :b 0(1) ~O CO) N"ll Oe: ~ ;-.I~ -I 0< ,... 3: ~ 0 m < "'< Z -I . . .. . . MID YEAR BUDGET REPORT "GOALS AND ACCOMPLISHMENTS" February 17, 1992 6-1 . . . . . . STATE COT.T.'RGB lI'RJInBLOl'MEBT PROJECT AREA (SCl A. Goals for FY 1991/1992 1) Facilitate the development of the project area's vacant and underdeveloped industrial land. 2) Facilitate the full absorption of existing industrial space. 3) Create employment opportunities for City residents within the area's industries. 4) Foster development of retail and service businesses to service the industrial sector. 5) Facilitate construction of affordable housing in the Verdemont area adjacent to the State College Project Area. 6) Encourage the development of upscale housing along the foothills. A. Accomnlishments For Mid Year Budaet Review: 1) Assisted expansion of the Sun in a major complex, thus enabling the expansion of jobs. 2) Assisted the "expansion of J & V Foam Products, Inc. into a new industrial building which allowed the creation of new jobs. 3) Through an Owner Participation Agreement (OPA) with Stater Bros. Market, assisted the construction of a 23,000 square foot Payless Drug Store and the creation of forty-six (46) jobs. 4) Provided $2.4 million in bond proceeds to finance a significant portion of the Verdemont Infrastructure Plan, including street improvements on Belmont and Irvington and the installation of the Chestnut Avenue Storm Drain. 5) Assisted in the relocation of Sherson-Lehman from Highland Avenue to a newly constructed one hundred two thousand (102,000) square foot industrial building. This move increased employment from one hundred fifty (150) persons to approximately four hundred (400) persons. 6) Assisted in the relocation of Chambers Cable to a new thirty thousand (30,000) square foot industrial building and retained the existing employment level. 7) Assisted in the location, from outside the area, of Cumberland Grace Company to a new sixty five thousand (65,000) square foot industrial building creating and estimated two hundred (200) jobs. .. 6-2 . . . . . CEM'VAT. CITY BOImI CCCII) PROJECT AIlJ:& A. Goals for Fr 1991/1992 1) To explore in conjunction with the Central City Project Area the development of a performing arts center. 2) Redevelop the block bounded by Court, Fourth, "D" and "E" Streets to include a major, high rise theme office complex. 3) Redevelop the area bounded by Fifth, Seventh, "E", and "H" Streets by eliminating blighted structures and promoting the development of a specialty retail center. 4) Demolish the Platt Building and adjacent structures and explore the redevelopment of a mixed residential development which would be of a multi-family nature. A. Accomnlishments for Mid Year Budaet Review: 1) Negotiated a Purchase and Sale Agreement for the acquisition of the Great Western Bank building located on "E" Street, as part and-parcel-to the development of the Main Street Inn SRO Project. Further, began process of relocating business and demolishing the building. 2) Negotiated a Purchase and Sale Agreement for the acquisition of the Argonaut Hotel located on "E" Street, as part and parcel to the development of the Main Street Inn SRO Project. 3) Through an Owner_ Participation Agreement_{OPA) with Riverside __ Development Partners, assisted the construction of a 20,000 square foot, multi-tenant industrial building. 4) Provided funding for ($896,OOO plus $100,000 amendment) construction and completion of the new Carousel and changing of Central City Mall name. 5) Entered into a contract with Project for Public Spaces, Inc., to develop a downtown urban plan to be completed in Spring 1992. Staff has been involved in research and coordination of the data gathering phase in this plan. This plan will also include part of the Central City Project Area. 6) Developed and implemented a downtown plan marketing and public education program. This program included appearances on a cable talk show and two radio programs; articles in several newspapers, periodicals and the City Newsletter; and citizen participation in a Town Hall meeting. 7'" Conducted a feasibility study on the implementation of an Urban Garden for a corner site at "E" and Fourth Streets. 8) Completed acquisition of the Pacific Federal building and adjacent land for potential reuse as a new Police Headquarters for the City of San Bernardino. 6-3 . . . Central Citv North continued 9) Negotiated and executed an Exclusive Negotiating Agreement with Rancon Financial Corporation for feasibility studies, marketing and design of development for the full block located between Fourth and Fifth Streets and between "D" and "E" Streets. . .. . 6-4 . . . . . cnnAT. CrTY WEST (CCWl A. Goals 1) Revitalize the neighborhood center that serves the Mt. Vernon area. 2) Create a link supporting the efforts of the Mt. Vernon Corridor Specific Plan. Note: The boundaries of this area only encompasses a small strip commercial center at Fifth Street and Mt. Vernon Avenue. A. AccomD1ishments for Mid Year Budaet Review: 1) Incorporated the Central City West Project Area into the planning area of the Mt. Vernon Corridor Specific Plan. Note: The boundaries of this area only encompasses a small strip commercial center at 5th Street and Mount Vernon Avenue. .. 6-5 . . . . . SOTI'I'RRI!l'I' IIIDIJSTRIAL plVT (SEIP) RBDBVBLOPImII'l PROJECT IVWI A. Goals 1) This successful project area has been almost fully developed. There remains a need to guide and assist with appropriate infill projects which will enhance the already strong economy of the area and interact synergistically with existing developments. 2) Continue to aggressively pursue the development and expansion of the San Bernardino Auto Plaza and to make it the premier auto mall in the Inland Empire, the reference to which all others are compared and by which they are measured. Since the Plaza could become a key sales tax generator for the City of San Bernardino, land owned by the San Bernardino County Flood Control District in the adjacent Mt. Vernon Corridor RedeVelopment Project Area should be acquired to allow for further expansion of the Plaza. 3) To promote the completed build-out of Sunset Group's vacant parcels in the South "E" Street area. Sunset Group's office complex in the Hospitality Lane and Hunts Lane area has, along with the Tri-City Corporate Center, been the premier office development in San Bernardino. The Development Department must continue to work with Sunset Group in the furtherance of this large scale project, which has accomplished a great deal already in terms of increasing job opportunities for area residents and Significantly increasing the City of San Bernardino's tax base. 4) Consider and explore the best possible use of the overall area from Orange Show Road to the Santa Ana River, including a Used Car Center, additional freeway centers or other high intensity commercial uses. A. AccomDlishments for Mid Year Bud2et Review: 1) Established a Security District for the Hospitality Lane Business District. 2) In connection with a Development and Disposition Agreement (DDA) with Kaney Foods, assisted in the complete renovation of the project landscaping. 3) Through an Owner Participation Agreement with Chuck Obershaw Toyota, assisted its successful relocation to the Auto Plaza, with a gross projected first years sale of $24 million. 4) Through an Owner Participation Agreement (OPA) assisted in the demolition of the Truck-O-Mat Truck Wash and the readying of the site for a 20,000 square foot retail building and the creation of forty (40) new jobs. . 6-6 . . . Southeast Industrial Park (SEIP) continued 5) Together with San Bernardino Association of Governments (SAmlAG), identified funding for the expansion of the South "E" Street Bridge, construction of which should begin in 1992. 6) Negotiated (continuing) a Regional Sales Expansion and Retention Program to help boost sales at the Auto Plaza. 7) Negotiated (continuing) for the acquisition of approximately 60 acres (property located in Mount Vernon Project Area) on the west side of the Auto Plaza Drive. Property currently owned by the County Flood Control District. This acreage would allow for the expansion of the Auto Plaza and the accommodation of additional dealerships. 8) Negotiations are in process to enable the renovation of Center Chevrolet. The resulting work is expected to prompt twenty six (26) to thirty six (36) million dollars in sales and fifteen (15) to twenty (20) new jobs. 9) Negotiating for the consolidation of Subaru of San Bernardino with Volvo of San Bernardino, onto Volvo's site in the Auto Plaza. In addition, a Daihatsu dealership may take over Subaru's present location. The overall effect of this transaction would be increased sales. . 10) Negotiated (continuing) for the attraction of an I.T.T. Federal Services Corporation postal key-encoding facility to buildings being vacated by Rockwell. This operation would provide as many as 850 new full-time jobs. 11) Successfully renegotiated the reissuance of the La Quinta Motor Inn Industrial Development Bonds, which.provided for a more reasonable market rate for La Quinta and a $67,000 bond fee for the Agency. .. . 6-7 . . . . . IrollTllWEsr eRW) RBDBVELOPMBlIT PROJECT A 1!1!A A. ~ 1) Encourage the development of one-hundred, five thousand (105,000) square feet of commercial retail development. 2) Landscape and beautify Baseline Street entrances into the northwest and Mt. Vernon Project Areas. 3) Investigate employment opportunities between Baseline Street and the freeway. 4) Facilitate the usage of current vacant warehousing space along Cajon Boulevard north of Highland Avenue. 5) Create employment opportunities for residents within the area's industries. 6) Analyze sites for the development of a major high volume restaurant chain. A. AccomDlishments for Mid Year Budaet Review: 1) Negotiated (continuing) to assist San Bernardino Steel in the construction of.a. truck parking area across the street from its steel fabrication facility. The proposed expansion should result in business growth, the retention of existing jobs and creation of new jobs. 2) In connection with an Owner Participation Agreement with HAB Development, construction of bridges over Cable Canyon and Devil's Canyon flood control channels is nearly complete. When the road connecting Hallmark Parkway and Industrial Parkway is complete, the HAB property will be opened for new, industrial development. 3) Successfully negotiated a Memorandum of Understanding (MOU) between Agency - Development Department and San Bernardino Unified School District to resolve district's opposition to issuance of liquor license to New Frontier Shopping Center entities (Viva and Savon Drug Store). 4) West Side Plaza: Successfully assisted the developer in securing the following tenant leases within the 95,000 square foot neighborhood shopping center: Viva Supermarket (32,200 square feet); Savon Drug Store (16,220 square feet); Beauty Supply Store (1,700 square feet); Coin Laundry (2,310 square feet); Video Store (3,000 square feet); Check Cashing Facility (1,000 square feet); Pam's Donuts (1,055 square feet); Dry Cleaners (1,754 square feet); Community oriented Police facility (1,300 square feet); Kentucky Fried Chicken (2,200 square feet); Beauty Salon (1,300 square feet.) .. Pending leases -- Little Ceasars, Burger King, and First Federal Savings for a total of over 61,000 square feet. 6-8 . . . Northwest (NW) RedeveloDment Pro1ect Area continued Jobs - employed approximately 300 hundred persons during construction activities to date. It is anticipated the project will create approximately 250 permanent long term jobs. 5) Provided (Commission action pending) $64,400 in partial funding to assist in completing off-site improvements for an AM!PM Minimarket on the southwest corner of Highland Avenue and California Street, resulting in approximately ten (10) Jobs and $53,000 in sales tax and tax increment annually. 6) Reviewed and negotiated (continuing) concerning two development proposals for the southwest corner of Massachusetts and Highland Avenue. 7) EXecuted a development agreement with American National Can for the construction of an aluminum can manufacturing plant, which will be valued at more than $45 million and is expected to employ 120 full-time workers. 8) Closed escrow on Department-owned land north of Bleventh Street between Herrington and Mount Vernon Avenue to the proposed developers of Bl Dorado Plaza, a neighborhood convenience center. . 9) Initiated a higher and more intense level of staff service and re-established a better relationship with the Northwest Project Area Committee to develop an open communication and employment link to the Northwest Community. 10) Represent the Development Division at the PAC's monthly meetings to give status reports, seek PAC recommendations, and provide education and training on redevelopment activity for the Northwest Area. .. . .' 6-9 . . . . . TIll -CITY RRIIIIVKLOPMEIft' PRO.JlI:CT AIIRA A. ~ 1) Assist Rancon Development in continuing its efforts to create the finest business park in San Bernardino. Particular assistance is needed for public improvements and upscale housing which will be required to support the build-out of this two-hundred million dollar ($200,000,000), two million (2,000,000) square foot regional commercial center. 2) Encourage and assist Mr. Teong Kay in creating an extension of the Tri-City Corporate Center, including determining the feasibility of a major professional sports and convention center facility, in conjunction with associated office, hotel, retail and theatre developments. 3) Assist in the creation of the new San Bernardino County Medical Center on the Tri-City Sub-Area "I" property. Redevelop the adjacent areas, to include affordable housing, professional, medical office complexes, support retail and employment generating manufacturing uses, in addition to necessary infrastructures. A. Accomnlishments for Mid Year Budaet Review: 1) Pursuant to a Department assisted Development Agreement with Rancon, construction was begun on the Olive Garden Restaurant which, when open, will employ twenty-five (25) persons. 2) In accordance with a Department assisted Development Agreement with Rancon, construction was begun on a four story office building which, when completed will result in substantial new jobs. 3) As planned by a Department assisted Development Agreement with Rancon construction has begun on the new on-ramp and off-ramp project from 1-10 at Waterman Avenue. 4) Commenced negotiations for the redevelopment of the northwest corner of 1-10 and Tippecanoe Avenue, adjacent to the project area, as a freeway oriented shopping center. - 6-10 . . . . . UPTOWlI CUT) IlEDBVELOPIIEIIr PROJECT AVilA A. Goals 1) Implement a landscaped development and incentive program to include the project area's regions north/south and east/west arterials. 2) Develop a commercial rehabilitation strategy for the business corridors in the project area. 3) Aggressively pursue acquisition and demolition of substandard structures. 4) Develop a Third Street Corridor Plan to tie the downtown area to the Mt. Vernon Regional Center. A. AccomDlishments for Mid Year Budaet Review: 1) Acquired the property located at 2730 North "E" Street, (Parkside Convalescent Hospital) for the development of an affordable housing project. Initiated demolition activities, engineering services and developed an RFP to solicit development proposals. 2) Negotiated (continuing) an Agreement with Hairmaster's School of Beauty for construction of Public Improvements at Highland Avenue and Mt. View. 3) Entered into an Owner Participation Agreement with the Galstian Family Trust for the rehabilitation of a neighborhood shopping center at the northwest corner of Baseline Street and Arrowhead Avenue. (Smart & Final) 4) Commenced negotiations (continuing) to facilitate the expansion and retention of the fast food restaurant at Baseline and "H" Street (11 Burrito). 5) Currently negotiating for the sale of Agen~y owned property located at 101 North "E" Street. .. 6-11 . . . A. .' . . SOUTB VAT.T.. (n) R'RIJI5IVllliOPMIft PROJ'BCT AV1l!& A. Goals 1) Focus on redevelopment of the eastern portion since most of the western portion of the project area has been developed. Encourage appropriate industrial developments on the seventeen (17) acre Gross property and on the seventeen (17) acre Sarkaria property. In addition, though the Department lacks the power of eminent domain in this area, consolidation of residential parcels in the northeast quadrant should be encouraged as the beginning of an assemblage that could one day lead to an aerospace and high technology industrial park. 2) Encourage and assist the infi11 of remaining vacant parcels in the western portion of the project area. Since a club discount retail center has been established as the theme for the area, the Department should actively participate in the attraction of additional, compatible users which will blend well with, and complement the existing retailers. The development of land parcels adjacent to, but technically outside the project area, should be assisted. In particular, this applies to land south of the westerly portion of the project area. Both industrial and residential opportunities exist there and the mazimization of economic development benefits to the City could be expedited by aggressive Department involvement with these opportunities. AccomDlishments for Mid Year Budaet Review: 1) Assistance provided to Portugal & Neal complex for a new street connecting Redlands Boulevard and Caroline Street has facilitated the completion of a new Burger King Restaurant employing 15 people. In addition it also facilitated the placement of new traffic signals at the intersection of the Waterman Avenue South off-ramp and Redlands Boulevard. 2) Through permit processing assistance, helped ARca eliminate blight on the Southeast corner of Waterman Avenue and Redlands Boulevard by constructing a new AM/PM minimart facilities. 3) Negotiated an amendment to the Portugal & Neal Agreement which will permit a one-year debt service moratorium. This will allow Portugal & Neal to build a higher grade of tenant improvements that is required for office uses, in contrast to warehouse uses. 4) Negotiated and executed an amendment to the Department's agreement with the City of Colton for the widening of Hunt's Lane south of Caroline Street. - 6-12 . . . . . r.R1I'I'1llT. CIn (CCl REDBVELOPIIEln: PROJECT n~l A. Goals 1) To explore in conjunction with the Central City project area the development of a performing arts center. 2) Pursue the opportunities for County, State and Federal offices to maintain the vitality of the Government Center in the County seat. 3) Investigate the development potential of property fronting the south side of Seccombe Lake Park. 4) Explore the concept of creating an urban center. 5) Support the revitalization of the downtown area through the Main Street Program. 6) Create a regional commercial, residential and recreational center that provides a link between both malls. A. Accomnlishments for Mid Year Bud2et Review: 1) Resolved debt. servicing difficulties (liability insurance) of Sturges Center for the Arts by transferring title to the Agency, paying off (in progress) mortgage note and shifting liability insurance responsibilities to over all coverage of the Agency. 2) Acquired the property located at 223-227 South "G" Street and negotiated a lease agreement with Inland Beverage to facilitate the business retention and relocation into the Southeast Industrial Park Project Area. 3) Implemented a corrective maintenance program to resolve the Convention Center roof leakage problem. 4) Designed and installed capital improvement.items in the renovation of the City Hall Plaza landscaping and water feature. 5) Analyzed and implemented a signage design program for the City-owned Five Level parking structure. 6) In connection with Main Street Inc., coordinated and consummated a multi-faceted capital improvement program to enhance public security in and around the City-owned Five Level Parking Structure. 7) Secured Environmental studies and demolition proposals for Southern Pacific Electric Sub Station prior to the future acquisition of the Southern Pscific Railroad property. at Initiated negotiations for the acquisition and/or exchange of properties for the Agency's purchase of the Southern California Gas Company facility located on "G" Street. .' 6-13 . . Central Citv (CC) RedeveloDment Project Area continued . 9) Initiated an aggressive marketing program and developed collateral material for the leasing of all vacant areas within the 201 office building, which has resulted in a formal offer for the first floor coffee shop space. 10) Designed, negotiated and implemented the construction of life safety, energy management and operational improvements within the entire 201 "E" Street facility. 11) Commenced negotiations (continuing) for the purchase of the property known ss "Quonsut Hut" located adjacent to the Southern Pacific property in the CCS Study Area. 12) Coordinated Consultants for the completion of a design of the proposed landscaping concept for the fifth level of the five level parking garage. 13) Negotiated (continuing) the placement of a 70,000 square foot commercial laundry facility on Agency-owned land at the northeast comer of Arrowhead Avenue/Orange Show Road. When completed the facility will employ 200 employees and use energy saving and cost effective geothermally-heated waters. . 14) Through Public Improvement Assistance provided to the National Orange Show, the construction of the new satellite wagering facility is well underway and should be completed by 1992. 15) Terminated a development agreement with Sunset Development due to failure of the developer to construct an office building on the southeast comer of Court and "E" Streets. 16) Negotiating (continuing) with Southern Pactfic for the acquisition of 35 acres in the Central City South Study Area to support the potential Caltrans headquarters building at "F" Street south of Rialto Avenue. 17) Negotiated an extension of the negotiating agreement with Coussoulis Development Company for the potential construction of a 450,000 square foot office building for Caltrans (District Eight) Headquarters. .. . 6-14 . . . . . Kr. VDBOK CORRIDOR ONl Il1mKVRrnl'lmKr PROJECT AnA A. ~ 1) Establish a Theme Area with attendant public and private facilities along Mt. Vernon Avenue, from Fourth to Tenth Streets. 2) Develop a focal attraction for the Mt. Vernon project area that contains appropriate shopping, office, educational, cultural, open space, recreational and residential uses. 3) Create a plan for a regional center that serves the San Bernardino vicinity, increases the City'S economic base, and provides employment opportunities for City residents. 4) Establish a major employment district in support of surrounding residents. 5) Support the expansion of the San Bernardino Auto Plaza. 6) Analyze the open space area of the Mt. Vernon Corridor Project for the purpose of establishing a recreational area in the northwest section of the project area. A. AccomDlishments for Mid Year Bud2et Review 1) Completed a Market Feasibility Study for the development of a theme oriented shopping area in the Mt. Vernon Corridor Redevelopment Project Area. 2) Developed a Specific Plan and Environmental Impact Report for the development of a theme oriented shopping area on Mt. Vernon Avenue, from 4th to 9th Streets. 3) In connection with the Mt. Vernon Specific Plan, coordinated the architectural designs for the development ~f a proposed restaurant at Mt. Vernon Avenue and Vine Streets. 4) Negotiated and consummated an agreement with Taco Tia, Inc. for the construction of certain public improvements and the widening of Mt. Vernon Avenue at Mill Street. 5) Negotiating (continuing) to retain FEDCO within the City of San Bernardino through providing assistance with undergrounding of utilities, landscaping and blight removal. 6) Commenced negotiations (continuing) with Santa Fe Rail Road for the future reuse options of the Santa Fe property. 7)- Primary negotiating party for the continued negotiations of the development of a commuter rail facility to be located at the Santa Fe Depot site. 6-15 . . . , . . Mt. Vernon Pro1ect Area continued 8) Responsible for the removal of blight conditions and non-conforming signage at the Mt. Vernon Drive-Inn site. Additionally performed in-house appraisal for the potential future acquisition of said property. 9) Served as Agency representative and liaison to the Project Area Committee in facilitating the review of potential development projects within their jurisdiction. 10) Finslized the outstanding issues between the City and County pertaining to the Mt. Vernon fiscal agreement. .. 6-16 --I I . . . . . . CIn WIDE AcrIVITIES A. AccomD1ishments for Mid Year Budaet Review: 1) Entered into an Employment Linkage Agreement with New Age Water TeChnology, located at 346 South "I" Street. 2) Conducted extensive research into business retention and attraction programs to determine best strategy to utilize these and/or other strategies in the City of San Bernardino. 3) Served as Lead Agency in negotiations for the potential development of a World Class Tennis Club on Waterman Avenue, north of the San Bernardino Golf Course. 4) Commenced negotiations for the preservation of the existing natural habitat and potential historic value and the subdivision of the remaining property for the potential development of upscale hOUSing (Little Sand Canyon). 5) Implemented negotiating dialogue for the potential acquisition of the existing 35 acre dairy property located on Waterman Avenue for the future expansion of the golf course and the development of a office business park. 6) Processed 57 applications for exemption from Planning, Building and Safety, Engineering and assessor's fees for participants in the Enterprise Zone. 7) Successfully renegotiated the reissuance of the Central City Bonds. Proceeds of said action provided $2 million for the Main Street SRO and additional 20 percent housing set aside funds. 8) Staff instrumental in initiating pending negotiations to resolve SChedUling/accounting procedure concerns and difficulties between Civic Light Opera and Symphony Association. .. 6-17 e . . . . COft'IIIJI.lTY DBVBLOPIIEIIr BLOCK: (:IlAIrI' PROGRAII A. Coals 1) Eliminate slum and blight. 2) Provide decent, safe and sanitary housing. 3) Implement community development activities which ensure that a minimum of seventy-percent (70~) of allocated funds are utilized to benefit low and moderate income households within the City of San Bernardino. A. Accomolishments for Mid Year Budaet Review: 1) Improved residential neighborhoods by implementing a owner occupied housing rehabilitation loan assistance program at below market rates. 2) Provide for physical improvements in deteriorating neighborhoods through the infusion of CDBG monies totaling seven hundred seventy two thousand nine hundred fifty-eight dollars ($772,958) by ~~utilizing public nonprofit organizations and City Departments. 3) Provided and expanded necessary public services resources for the disadvantaged, handicapped and disabled by funding private nonprofit organizations to provide services totaling two-hundred eight-one thousand seven-hundred dollars ($281,700.) 4) Provided the third annual payment for the Delman Heights water system in the amount of $88,000. The water system benefits thousands of low and moderate income households in the northwest area of the City. 5) Initiated and/or completed physical improvement projects relating to twenty-two (22) major facilities, which consisted of various community centers and parks within the City. 6) Provided expanded public service resources to disadvantaged, handicapped and disabled persons through implementation of programs and services using twenty (20) different nonprofit agencies throughout the City, which benefitted approximately forty-one thousand (41,000) disadvantaged persons. 7) Assisted in the acquisition of new housing or rehabilitated housing for ownership for first time buyers, which resulted in the purchase of seven (7) homes for the low and moderate income families. 8) Assisted in the financing $450,000 of site improvement activities. Used CDBG administration funds to leverage $5,700,000 in private funding; $1,848,100 in an Urban Development Action Grant funding and $2,750,000 as a County loan to the developer. All of the funding is being used to construct a $12,073,100 neighborhood shopping center. - 6-18 . . . . . CnBnmItty Develo..ent Block Grant Proar.. (continued) Communi tv Develo",,'nt Block Grant Proar.. The project activities includes Housing, Rehabilitation Loans, Neighborhood Fair Housing Services, acquisition, Park land upgrading, Community Center and Recreation area improvements, Public Services for the handicapped, disabled and disadvantaged, street improvements and Lobby Floor Loan Financing. Proiect Beiahborhood R-~.bilitation Proar.. (BRP) City Wide Provide housing rehabilitation loan assistance at below-market interest rate for approximately twenty (20) low and moderate income households. Agency Cost: $359,742 $359,742 Total Cost: Benefit: Provide housing rehabilitations to Low & Moderate Income persons. Inl...d Mediation Board. Inc.. City Wide Choose and implement the activities of fair housing enforcement, education and outreach services. Agency Cost: $20,000 $20,000 Total Cost: Benefit: Fair Housing and implementation of analysis of independent to fair housing for low & moderate income persons. Proiect Homeless City Wide Provide assistance to low income families to obtain financing and enable them to purchase as first time buyers by providing counseling and financial management resources. Agency Cost: $20,000 $20,000 Total Cost: Benefi t : Provide assistance for seven (7) low income families to acquire home ownership. .. . 6-19 . . . . . LeRal Aid Society City Wide Provides legal assistance for Tenant/Landlord issues, Dissolutions, Child Support and other legal matters. Agency Cost: $20,000 Total Cost: $20,000 Benefit: Provide legal assistance to low and moderate income persons in limited areas. Meadowbrook Amateur Rlnrfn. ..lead..... C~an. Tract '58 Provide gym equipment and instructors for under privileged youths to participate in controlled competitive recreational sports. Agency Cost: $14,700 $14,700 Total Cost: Benefit: Provide controlled competitive recreational sports for low & moderate income youths. Fire DeDartaent C~.n. Tract 48 Rehabilitate and provide roof repairs for a fire station at 2121 North Medical Center Drive. Agency Cost: $11,000 $11,000 Total Cost: Benefit: Provide a safe working environment for the employees and general public. San Bernardino Bovs and Girls Club C~.us Tract '47 Install new carpet, painting (interior and exterior) and repair lobby project areas that are damaging racquet ball courts. Agency Cost: $12,000 $12,000 Total Cost: Benefit : Provide a safe environment for the employees and the general youth clients. .. 6-20 . . I Public Librarv. Villas....nr Branch c....~. Tract #48 . Library requirea aandblaating to remove old paint and provide new paint to enhance the life of the facility. Agency Coat: $5,100 Total Coat: $5,100 Benefit: Enhance the uaeful life of a library that aervea the low and moderate income community. Public Librarv. Villaaenor & Inaraa Branchea clan...... Traets #41. 42 & 48 New aigna to enable clienta to find the facilitiea aa well aa to direct new approachea for aame Agency Coat: $720 $720 Total Coat: Benefit: Allowa more efficient parking for clienta. Public Librarv. Villas....nr Br.....'h C........ Tract #43 Reaurface the parking area due to deteriorated aurface areaa. . Agency Coat: $3,324 Total Coat: $3,324 Benefit: Benefit parking area for clienta. DeDartment of Public Services C...ana Traets #48. 49 & 58 New aidewalks, curba, guttera, drivewaya that are in need of repair or replacement. Agency Coat: $60,000 $60,000 Total Coat: Benefit: Provide a better and aafe environment for area reaidenta, morat of which are low to moderate income peraona. - . 6-21 . . . . . Deoartment of Parks Kecreation ~d City Wide Coamunitv Service Center Patching and painting nine (9) community centers. Agency Cost: $40,000 $40,000 Total Cost: Benefit: Provide a better and safe environment for the employees and low to moderate income persons. Deoartment of Parks Kecreation and COIIIII1mitv Services - Del....... Beiahts Park C~ana Tract .41 Remove and replace main drain piping, ceramic tiles and to sandblast and replaster the pool interior surface. Agency Cost: $90,145 $90,145 Total Cost: Benefit: Provide a safe environment for low and moderate persons in recreational swimming. Deoartment of Parks. Kecreation ~d COIIIII1mitv Services - Anael_ Tot Lot C~ana Tract .41 Redesign pool entry steps for better access and safety of children using the facilities. Agency Cost: $57,500 $57,500 Total Cost: Benefit: Provide a safe access for the children of the low and moderate persons. - 6-22 . . . . . Deuartlllent of Parks. Recreation and C~itv Services- lIficholson Park CPnRnA Tract #44 Install fencing to keep park users from entering private property and upgrade the inefficient irrigation system. Agency Cost: $64,929 $64,429 Total Cost: Benefi t : Provide a safer and more attractive park for the low and moderate income users. Deuartlllent of Parks. Recreation ...." Conmnnftv Services - Ruben C8IIIIlOS Center and llunez Pool CPnRnR Tract #43 Redesign pool entry steps for better access and safety of children using the facilities. Agency Cost: $57,500 $57,500 Total Cost:. Benefit: Provide a safe access for the children of the low and moderate income persons. DeDar~~t of Parks. Reereation and Cnmmnnftv Services - Guadaluue Ballfield CPnRnR Tract #43 Install new lighting poles with lights to replace the Substandard System presently being used. Agency Cost: $41,776 $41,776 Total Cost: Benefit: Provide a safe and well lighted fa~ility for low and moderate income persons. .. 6-23 . . . . . Deoartment of Parks. Recreation ..... CODll'm", tv Services - Lvtle Creek Park CPnRUS Tract #49 Replace old worn out playground equipment with new playground equipment for a better playground environment and safety for children. Agency Cost: $42,884 $42,884 Total Cost: Benefit: Provide a safer playground environment for children of low and moderate income persons. DeoarUlent of Parks. Recreation .n" Communi tv Services - Lytle Creek Park CPn8U8 Tract #49 Provide a safer designed pedestrian walkway adjacent to city streets and includes Peeler Log fencing as a barrier limiting vehicles access onto the park turf area. Agency Cost: $29,370 $29,370 Total Cost: Benefit: Provide.a.safe pedestrian walkway for low and moderate income persons. Deoartment of Parks. Recreation ..... COftBUft", tv Services CPnR11R Tract #42 Provide wrought iron fence to secure pool area during non-user hours and help provide a safety barrier to unsupervised swimming activities. Agency Cost: $14,720 $14,720 Total Cost: Benefit: Protection of pool area during non~user hours and safety barrier to unsupervised swimming activities. Deoartment of Public Works/Citv Rnwineer CPnR11R Tract #42 Installation of a main sewer line on Washington and Lincoln Street to provide sewer service in areas that have leaky septic tanks that are providing an unhealthful environment to the residents. - . 6-24 . . . . . Agency Cost: $120,000 $120,000 Total Cost: Benefits: Provides a healthful and safe environment for the low and moderate income and other residents. DeDartment of Public Works/Citv Vn-ineer C~aU8 Tract .72 Install high visibility street name signs benefit of safety personnel responding to and moderate population. along Ria1to Avenue for the emergencies in areas of low Agency Cost: $15,000 $15,000 Total Cost: Benefit: Provide easy locations within low and moderate income community for Fire & Safety vehicles. Ro1lina Start. Inc. Deaf Service Citv Wide Provide services to be used with telephone devices for the deaf and hearing impaired with maintenance services when required. Agency Cost: $20,000 $20,000 Total Cost: Rollina Start. Inc.. BelDline Citv Wide Provide emergency alert devices and portable triggers for the elderly and homebound ill with maintenance services provided when required. Agency Cost: $15,000 $15,000 Total Cost: Hi_hland District Connael on Aafft_. Ine. Citv Wide Provide senior citizens with an exercise program under the fitness program to help with flexibility, muscular strength and cardiovascular endurance. Agency Cost: $3,000 $3,000 Total Cost: - .' 6-25 . . e . . Easter Seal Society _nd IDl_nd Area Head Iniurv GroUD City Wide Provide weekly counseling and/or therapeutic programs, monthly newsletters and meetings, educational and promotional material to low and moderate income head injured persons and their families and the community. Easter Seal Society City Wide Replace three (3) heating/air conditioning units that are over twenty (20) years old. Replacement of these units will save Agency cost and provide a healthy environment for clients and the general community. Agency Cost: $12,000 $12,000 Total Cost: Office on ARinR/Catholic r.h-rities City Wide Personnel Management Assistance for elderly persons, frail and vulnerable elderly, to transform their lives from a state of dependency to dynamic inter-dependence and shared autonomy. Agency Cost: $20,000 $20,000 Total Cost: Bet-hlehea House. Inc. City Wide Structural repairs and renovations are required to maintain safe conditions for the benefit of women and children being provided housing and services at the shelter. Agency Cost: $25,750 $25,750 Total Cost: Frazee Co-. tv Center City Wide Provide low and moderate income citizens which are poverty stricken with emergency food and referral services for employment and housing. Assist homeless individuals and their families with other shelter and services. Agency Cost: $20,000 $20,000 Total Cost: .. .' 6-26 . . . . . nds Aaain..t Crime. Inc. City Wide Provide crime prevention and drug free environment as an alternative to low and moderate income children. Provides assistance to young children on how to prevent them from becoming victims of crime. Agency Cost: $20,000 $20,000 Total Cost: Greater San Bernardino Area Soecial Olvmoics City Wide Provide year round educational training to low and moderate income children who are mentally retarded and enable them to compete in various athletic programs and sports. Agency Cost: $10,000 Agency Cost: $10,000 O1ltion House. Inc. City Wide Provides Shelter and Support Services for battered women and their children for up to thirty (30) days. Agency Cost: $20,000 $20,000 Total Cost: Center for Individuals with Disabilities City Wide Provides leisure, educational outreach programs for disabled individuals. Agency Cost: $10,000 $10,000 Total Cost: Pirst Pnnd of r.hfldrem'. Reaoareea City 'Wide Provide Assistance to children who have experienced physical and sexual abuse, homelessness and grave neglect. Agency Cost: $20,000 $20,000 Total Cost: .. 6-27 . . . . . San Bernardino Bova an" Girls Club City Wide Funds utilized in the Administration of programs which provide educational, employment, and youth activities for under privileged children ages six (6) to seventeen (17). Agency Cost: $20,000 $20,000 Total Cost: DeDartm~t of Public Works/City ~.tnper City Wide Construct standard wheelchair access ramps in public right-of-way for use by the handicapped. Agency Cost: $50,000 $50,000 Total Cost: Cmnmnn f tv A.a.. iftAt Druaa City Wide Provides clerical administrative support for programs and services, referral services offered to persons addicted to drugs or alcohol abuse. Agency Cost: $20,000 $20,000 Total Cost: Senior RUtrition Proar.. City Wide Provides Senior Citizens with Nutritional Programs. Agency Cost: $15,000 $15,000 Total Cost: .. 6-28 . . ECONOMIC DEVELOPMEl'IT AGENCY MAllTn'.TING AND PROMOTION 4IIt A. Goals (Proposed) 1) Create a comprehensive marketing plan that will effectively expose the potential growth industries to the merits of relocating, expanding and/or remaining in the City of San Bernardino. 2) Serve as a vehicle for creating and strengthening pUblic/private partnerships within the City. 3) To improve the City's tax base and create new job opportunities through business attraction and retention. 4) Coordinate the marketing activities of the Economic Development Agency and each of its underlying entities. 5) To design, with the professional assistance of International Marketing Consultants, a comprehensive, International Business Recruitment and Retention marketing program. 6) Create a program designed to provide information, education and assistance for business retention and/or relocation within the City of San Bernardino. 4IIt 7) Provide a vehicle for which to release information to the citizens of San Bernardino. 8) Provide a vehicle for which to inform citizens as to projects being accomplished by the Economic Development Agency. 9) Through the use of various wide-scope media, improve the public image of the Economic Development Agency and each of its underlying entities. 10) Through the use of specialized media (business Journals, business talk programs, real estate guides) provide advertising designed to recruit businesses into the City of San Bernardino. B. AccomDlishments for Mid-Year Budaet Review: 1) Active participant in the World Trade Center Association and its worldwide database marketing program. 2) Completed the Phase I International Business recruitment and retention needs assessment through the Greater Los Angeles World Trade Center Association. 3) Active member of the Board of Directors for the Inland Empire Economic Council which is the primary economic development liaison for San .. Bernardino and Riverside Counties. 4IIt 6-29 . . . . . 4) Successfully negotisted the host position for the Annual Inland Empire Showcase Bconomic Development Conference which attracts over 1,400 attendees, and is directed at Fortune 500 corporations expanding or locating in Southern California. 5) Participated in the Direct Mail Marketing Campaign for the Annual Inland Empire Showcase event. 6) Active member of the Marketing Committee for the Inland Empire Economic Council Showcase event. 7) Co-sponsor and participant in the Industrial Development Research Council World Congress Conference whose membership is represented by key corporate officials of the Fortune 500 companies. 8) Through the Office of the Mexican Consulate, participant and co-sponsor of the conference over the economic profile of Mexico, and the Free Trade Agreement with Mexico, the United States and Canada. 9) Co-sponsor and participant in the Inland Empire Bconomic Forecast Conference sponsored by the Inland Empire Business Journal. 10) Designed a contemporary multi-media display promotion booth for convention and public display use. 11) Designed, coordinated and produced multiple marketing collateral pieces for interagency and public distribution. 12) Through the use of (2) two-page combination advertisements and editorial columns in the Inland Empire Business Journal, informed business leaders in the area as to how redevelopment dollars are being used. 13) Through the use of Kiwanis Basketball Tournament advertisement, exhibited to citizens that the Bconomic Development Agency is committed to the well-being of the educational system, and interscholastic sports. 14) Through the use of advertisement in the Black Culture Foundation Yearbook, reaffirmed the Bconomic Development Agency's support of small, minority and female-owned businesses. 15) Through the use of an advertisement in the Inland Empire Hotel Guide, exhibited to travelers and business leaders that the Bconomic Development Agency takes an aggressive approach in the areas of tourism and business retention. .. . . 6-30 . . . . . 16) Through the use of an advertisement in the Los Angeles Business Journal Corporate Relocation Guide, exhibited to business leaders that the City of San Bernardino Economic Development Agency does offer incentives to businesses who wish to relocate here, and provide jobs to residents. 17) Through the use of an advertisement in The Sun Progress Issue, exhibited to residents that the Economic Development Agency is using redevelopment funds to address such issues as housing, blight elimination, and commercial office development. 18) Through various types of media that have been used to promote the Downtown Urban Plan, including newspaper, radio, and television, exhibited to residents that the Economic Development Agency is interested in their views regarding how to improve the Downtown. 0579E - 6-31 . . . MID-YEAH BUDGBT REPORT Housing Division "Goal, Objectives, and Accomplishments" The primary goal established by the Community Development Commission is to implement a systematic approach to preserve, improve, and construct quality affordable housing for rental and ownership opportunities throughout the City of San Bernardino. . In order to achieve this goal, specific objectives were established in the following categories: (1) New Housing (Construction); (2) Existing Housing (Improvements); and (3) Administrative Housing Projects. Following are the mid-year accomplishments of the Housing Division with regard to these objectives. .. . .' 6-32 e e e . . REW HOUSIlfG CONSTRUCTIOl'l A. Accomulisbments for Mid-Year Bud2et Review: 1) Oblective #1: Construct a housing complex of fifty-one senior housing units in conjunction with the County Housing Authority. Accomolishment: This project which is in the pre-construction stage consists of a 51 unit senior housing complex to be located at the northwest corner of 16th Street and Medical Center Drive. The Agency has assisted with the land acquisition and will share in the construction costs. The permits are to be pulled by March 1, 1992. 2) Oblective #2: Finalize construction of seven (7) single family detached dwellings for very low income households sponsored by Project Home Run. Accomolishment: Negotiated and executed a Development Agreement to facilitate the construction of seven single family units to be located on Rialto Street between 2nd and 3rd Streets. Two houses are presently under construction. The five remaining homes are scheduled to be completed by December 31, 1992. The housing units which will consist of seven three bedroom units and will be sold to very low income families at SOX of median income. The Agency will cover the cost of offsite improvements. 3) Oblective #3: Implement construction of Phase II of the Development and Disposition Agreement with-Dukes-Dukes and Associates: Forty-nine (49) single family detached dwelling units. .. Accomolishment: The project, which encompasses the construction of 114 single family housing units to be built in three phases, is located at California and 19th Streets. Phase I, consisting of twenty-seven (27) two, three, and four bedroom units, has been completed. Construction of Phase II, consisting of forty-nine (49) single-family detached dwelling units, is presently under construction. Phase IIA, consisting of twenty-five (25) homes, should be completed by March 31, 1992. Construction of Phase lIB, consisting of twenty-four (24) homes, should commence in April, 1992. .' 6-33 . . . 4) . . Ob1ective #4: Identify site and solicit a developer to construct a two-hundred (200) unit Single Room Occupancy (SRO) project. AccomDlishment: The Development and Disposition Agreement has been negotiated and executed. Acquisition is presently underway for this project which consists of a 264 unit SRO hotel with parking to be located at Fifth & "E" Streets. The Agency is assisting in the acquisition, asbestos assessment and abatement, demolition and construction of the project. 5) Ob1ective #5: Develop and implement a transitional housing project for the purpose of stabilizing homeless individuals and families into permanent housing. .' AccomDlishment: This program was approved by the Commission in November 1991 and is targeted for implementation by June 1992. The Agency took the lead role in a collaborative effort on the part of the City, and County Department of Public Social Services, County Department of Mental Health, County Department of Public Health, Board of Realtors and the Building Industry Association to implement thi.s program. This program benefits homeless individuals and families through the provision of housing and benefits the City by keeping people from loitering on the streets. 6) Ob1ective #6: Identify site and negotiate agreement for the construction of an approximately three-hundred (300) space mobilehome park. AccomDlishment: A Request for Proposals (iFP) has been developed to address the City's effort to increase the housing stock for low and moderate income households and to assure that space rents are maintained at an affordable level. The RFP seeks proposals from developers to design and construct a mobilehome park to be used for single-family dwellings. The document has been submitted to the Housing Committee for its review and approval. Over four thousand (4,000) questionnaires have been distributed within the mobilehome parks to receive input from the homeowners in the parks with regard to the type of park, amount of space rent and kinds of amenities that should be provided in the new park. .. 6-34 . . . . . 7) Ob1ective #7: Implement a first-time buyers' program which will utilize $18.8 million of approved housing bonds. Accomo1ishment: The Agency has implemented this program. The public has not utilized this program as previously anticipated, since the prime rate is significantly lower than the existing interest rate of this bond program. 8) Ob1ective #8: Enter into an agreement with Empire Bay for the development of approximately one hundred forty-four (144) single family homeownership opportunities. Accomo1ishment: The Development and Disposition Agreement (DDA) has been negotiated and executed for this project which will require the acquisition of one entire city block and the displacement and relocation of individuals, as well as businesses. The project will be developed in phases. The acquisition of Phase I is presently underway and is approximately 90% complete. EXISTING HOUSING IMPROVEMEl'lTS A. Accomo1ishments for Mid-Year Bud2et Review 1) Ob1ective #1: Expand the Rehabilitation Program by fifty (50%) percent to include substantial rehabilitation loans and/or grants for the benefit of low and moderate income households. Accomo1ishment: The Agency has initiated the rehabilitation of nine units under the Rental Rehabilitation (RRP) and the Neighborhood Rehabilitation (NRP) Programs. The value of the rehabilitated structures has been increased by a minimum of 30%. The federal government has adopted the City's Comprehensive Housing Affordabi1ity Strategy (CHAS) document which has enabled the City to receive approximately $1.1 million to fund housing and related services. These funds will directly impact the future rehabilitation program objectives for the City. A comprehensive marketing program has been developed, is under management review and will be initiated soon. . 6-35 . . . . . 2) Obteetive .2: Expand the Infill Housing Program by sixty (60) units to create additional affordable housing and help stabilize City neighborhoods. Accomolishment: The Agency has amended its boilerplate agreement to provide for the construction of 26 single family dwellings on scattered sites throughout the city using selected developers. The Agency is participating in the acquisition of property for development and is providing additional funds to be used as second deeds of trust for low income families. 3) Obteetive .3: Use all available resources to study and identify specific structures for historic preservation. Aceomolishment: The Agency has utilized Community Development Block Grant (CDBG)funds to complete an historic preservation survey in conjunction with the Planning and Building Services Department. Over 10,000 structures have been" identified as having some degree of historical significance with approximately one-hundred sixty-three (163) structures appearing to qualify for local, state and federal assistance. ADIIIlUSTRArIVB HOUSING PROJECTS A. AceolllDlishlllent8 for llid-Year BudJlet Review 1) Obteetive .1: Coordinate inspections of eighteen (18) mobilehome parks . - Accomolishment: The Agency has begun implementation of a program to address the State of Californias mandate which became effective January 1, 1991, whereby every mobUehome and mobUehome park in the State of California has to be inspected during the next five years. The Development Department, in conjunction with the Planning and Building Services Department, is providing the administration and manpower to inspect forty-two (42) mobilehome parks in the City. As of February 1992, inspection has commenced on twelve (12) mobilehome parks. Six (6) additional parks are scheduled to be inspected by July 1, 1992. 6-36 . . . . . 2) Establish a citizen security patrol within mobile Ob1ective #2: home parks. AccomDlishment: This program involves the creation of citizen patrols that utilizes participation of mobilehome residents and park owners. The San Bernardino Police Department will provide the training and equipment for program implementation. 3) Ob1ective #3: Coordinate the development of a regional homeless assistance plan. AccomDlishment: The City is serving as the guiding force behind the development of a Countywide Homeless Coalition and a Local Coordinating Group. Participation in the groups include non-profit service providers, County Board of Supervisors, County Department of Public Social Services, County Department of Mental Health, County Department of Public Health, Realtors, the AFL-CIO, Veterans; the Building Industry Association, Habitat for Humanity, local colleges and job training groups. The participation of the City in this cOjjabpratove effort enables and facilitates delivery of homeless services and resources through effective networking. In addition, any development of homeless services outside the city limits serves to lessen the City's homeless problems. 4) Ob1ective #4: Fully implement the Rent/Deposit Guarantee Program. AccomDlishment: This program assists homeless households to secure decent, safe, and sanitary rental housing and intervenes to prevent displacement of households in danger of becoming homeless. To date, the program has assisted 81 homeless individuals and expended approximately $16,000 of the $100,000 fund. This program benefits residents of the City by providing housing and preventing homelessness. In addition, the program benefits the City by keeping people from loitering on the streets. - . . 6-37 . . . 5) Obiective '5: Develop and implement a transitional housing project for the purpose of stabilizing homeless individuals and families into permanent housing. Accomolishment: The City took a lead role in developing a collaborative program which includes participation from the City, County Department of Public Social Services, County Department of Mental Health, County Department of Public Health, Board of Realtors and the Building Industry Association. This program was approved by the Council in November 1991 and is targeted for implementation June 1992. This program benefits homeless individuals and families through the provision of housing and benefits the City by keeping people from loitering on the streets. 6) Obiective '6: Implement a rent subsidy program for mobllehome parks and low income families throughout the City. . Accomol1shment: The Agency implemented this program in July 1991 to assist owner occupants of a mobilehome who live in a mobilehome park where their space rent has increased beyond their capacity to pay. At the inception of the program in July 1991, forty-two (42) households were served. The program presently assists one-hundred fourteen (114) households. The program benefits the City by keeping seniors on very low income from becoming homeless. 7) Obiective '7: Determine the feasibility of a one hundred-fifty (150) unit project for frail and elderly senior citizens. Accomol1shment: An agreement selection has been completed. underway. is presently being negotiated. Site Acquisition by the developer is 8) Obiective '8: Rehabilitate approximately sixty (60) multi-family housing units in the City. .. . .' 6-38 . . . . . AccomDlishment: To date, the Agency has exceeded its objective by negotiating the rehabilitation of approximately one hundred and thirty-two (132) multi-family units in two projects. An agreement has been negotiated between the Inland Valley Development Authority (IVDA) and the City to fund the Arden/Guthrie Revitalization Project in the amount of $200,000. An Owner Participation Agreement has been negotiated to facilitate the rehabilitation of approximately forty (40) multi-family housing units that will begin in the four-pI ex units located on Roca Street between Sterling and Guthrie. The owners have formed an association that will be required to provide matching funds for some rehabilitation efforts. An Owner Participation Agreement has been negotiated and executed for the rehabilitation of Racquet Club Village, a ninety-two (92) unit low and moderate income residential apartment complex. This project will improve low and moderate rental unit living conditions, as well as address the slum and blight conditions in close proximity to the Arden/Guthrie area. lOlW HOUSING CONSTRUCTION (Objectives referenced were DOt previously adopted by commission) The following are objectives which were not previously stated, but have nonetheless been accomplished. These objectives are also broadly categorized by: (1) New Housing (Construction); (2) Existing Housing (Improvements); and (3) Administrative Housing Projects. A. AccnmnliAhMents for Rid-Year BudRet Review 1) Obiective #1: Increase the availability of single family affordable housing units. AccomDlishment: An OPA has been negotiated and executed to facilitate acquisition of land which will enable the construction of 16 single family housing units. Twelve units will be sold to families within 100% of median income with the remaining 4 units being sold to families within 80% of median income. The agency has assisted with land acquisition costs only. - 6-39 . . . . . . 2) Obiective #2: Increase the availability of housing for very low income senior residents. AccomDlishment: To date, the agency has negotiated three projects which would provide approximately 134 units of senior housing. The OPA has been negotiated and executed for a 50 unit complex sponsored by Highland Lutheran. The Agency is presently finalizing the OPA on another 44 unit complex sponsored by Casa Romona. Negotiations continue on a 40 unit complex proposed by Cliff Carel and Associates. 3) Obiective #3: Increase the availability of multi-family housing units. AccomDlishment: construction of complex. Negotiations continue on the development and a two hundred twenty-eight (228) unit apartment 4) Obiective #4: Review projects proposed for construction of new single family housing. AccomDlishment: Furnished in-depth technical assistance and information to numerous developers concerning housing finance construction. ADMIRISTRATIVK HOUSING PROJECTS (Objectives referenced were not previously adopted by commission) 1) Obiective #1: Develop a comprehensive housing affordability strategy for the City. -- AccomDlishment: The agency has completed an action-oriented management tool, the Comprehensive Housing Affordability Strategy (CRAS), which identifies housing needs as well as resources and programs that can be used to address identified needs. The development of this strategy has qualified the City to receive approximately $1.1 million in federal funds (HOME and Emergency Shelter Grant Program funds) to facilitate the implementation of housing and related services. These programs include, but are not limited to, rehabilitation, rent subsidy, emergency shelter, and transitional housing. " 6-40 . . . . . " . . 2) Ob1ective #2: Provide information about the homeless which will provide a more realistic count of the total number of homeless, enable an assessment of the categories of homelessness, and facilitate the development of viable programs. Accomnlishment: Development Department staff led the countywide effort conducted on February 13, 1992 to count the homeless. For the City of San Bernardino alone, staff organized a volunteer force of 75 people to administer the surveys in shelters, at food lines, and on the streets. Information provided by the census is vital for an accurate count which will facilitate the establishment of effective programs. City officials will be provided a demographic report with information delineated by councilmanic wards. 3) Ob1ective #3: to provide emergency shelter for the homeless. Accomnlishments: The Agency has utilized federal funds for the provision of emergency shelter and homeless services to assist families with children, single men and women, and seniors. The program is presently administered ,through Frazee Community Center and the Salvation Army. This program provides shelter for approximately 201 individuals per night. It benefits homeless individuals and families through the provision of shelter and benefits the City by keeping people from loitering on the streets. 4) Ob1ective #4: Implement a program for space rent stabilization of mobilehomes. Accomnlishment: Department staff has mediated settlements between park owners and mobilehome owners in ten (10) mobilehome parks. Two additional requests have been adjudicated by the Mobilehome Rent Board. To date, the Rent Stabilization Board has saved the homeowners approximately $250,000 in space rents. 5) Ob1ective #5: Provide childcare facilities and supportive services for low income families. .. Accomnlishment: The department has negotiated and executed an OPA to provide start-up funds for the purchase of equipment and a proportion of staff salaries for a childcare facility to be located in the Northwest Redevelopment Project Area. 6-41 . . . . I . . , . . 6) Obtective #6: Provide assistance in the relocation of families displaced through code enforcement. Accomo1ishment: The Agency has provided monies in the amount of $100,000 from Twenty Percent (20%) Set Aside funds to provide for the relocation of displaced families citywide. The program is administered by the Office of the City Attorney. 7) Obtective #7: Provide social services for a high risk school population. Accomo1ishment: The Agency has negotiated and executed an agreement to serve a high risk student population and their families using the neighborhood school as a school-community resource center. Monies are provided to fund a project coordinator to address multiple risk factors of the student population and the surrounding community, including poverty, high mobility, and lack of a sense of community. 8) Obtective #8: Provide inspections and progress reports on West Side Plaza. Accomo1ishment: Development Department staff inspects the West Side Plaza twice daily and produces accompanying reports to assist with construction management of the project. 9) Obtective #9: Provide property management services for agency properties. Accomo1ishment: Agency staff provides property management services and identifies improvement measures for agency properties. The recommendations include, but are not limited to, weed abatement, painting, window repairs, and structural fencing repairs. - 6-42 . j ~ . . 0299q . .' . . 10) Obiective .10: Provide continuing inspection and evaluation of structures and land owned by governmental entities. AccomDlishment: Staff provides continuing inspection and evaluation of city land and structures, such as Arizona Street, Platt Building, Arden-Guthrie area, Del Rosa - Marshall Streets, etc. .. 6-43