HomeMy WebLinkAbout05/07/2008 AGENDA
FILE
CITY COUNCIL 345 6th Street, Suite 600, Bremerton, WA 98337-1873 0 (360) 473-5280
***AMENDED***
MAY 7,2008
'0 CITY COUNCIL MEETING AGENDA
1. BRIEFING: 5:00 - 5:30 P.M. in COUNCIL CONFERENCE ROOM 603
A General Council Business
B. 15-Minute Executive Session to discuss "Potential Litigation" per R.C.W.42.30.11 0(1 )(i)
2. CALLTO ORDER: 5:30 P.M. in FIRST FLOOR CHAMBERS
A Pledge of Allegiance
B. Invocation
3. MA YOR'SREPORT
4. ANNOUNCEMENTS & PUBLIC .RECOGNITION
/
5. CONSENT AGENDA
A. Claims & Check Register (#AB08-100)
B. Minutes of Meeting -April 16, 2008 (#AB08-101)
C. Minutes of Meeting - April 23, 2008 (#AB08-1 02)
O. Purchase of replacement Toro 41000 GROUNDMASTER Mower (#AB08-103)
E. Request for Promotions of (2) Parks & Recreation Coordinator positions (#AB08-1 04)
F. Interlocal Agreement with the City of Forks for Prisoner Confinement Services (#AB08-105)
G. Washington Traffic Safety Commission Motorcycle Grant (#AB08-106)
H. Purchase of Self Contained Breathing Apparatuses from SEAWESTERN INC. (#AB08-107)
I. Shelter Plus Care Program Annual Contract Renewal with AGAPE UNLIMITED (#AB08-1 08)
J. Professional Services Agreement with MAKERS ARCHITECTURE to develop the Manette Sub-Area
Plan (#AB08-109)
K. Contract Award to AM. JAMES Co. INC. for BKAT Studio Addition Remodel Project (#AB08-110)
L. Reclassification and Reassignment in Pay Grade for Office Assistant Senior Specialist to Deputy
City Clerk (#AB08-111)
M. Budget Amendment for 2007 Project Carry-Forward Items (#AB08-112)
N. Professional Services Agreement with NYHUS COMMUNICATIONS LLC for marketing and
promotion of Bremerton Harborside District events (#AB08-113)
O. Ordinance No. 5047, amending Chapter 2.02 of the Bremerton Municipal Code to establish a
new schedule for regular Council Meetings (#AB08-116)
6. PUBLIC HEARINGS
A'Public Hearing & Resolution No. 3057 to adopt 2009 COBG/HOME Policy Plan (#AB08-114)
7. GENERAL BUSINESS
A. Resolution No. 3058, establishing a Small Works Roster Process with Municipal Research
Services Center (#AB08-115)
8. COUNCIL MEMBER REPORTS
, < ~ > , . .
9.
ADJOURNMENTOF CITY COUNCIL BUSINESS MEETING,
>. " ~ f,.
I Americans with Disabilities Act (ADA) accommodations provided upon request. Those requiring special accommodations should
contact the City Clerk's Office at (360) 473-5323 by noon on the Monday preceding the Council meeting.
:m'''~-''>''''-"' ,,,,,,, "''''''';
.. ~. I
, ~ j
, j
:(,""-;;'_~'''''Wl"''."",.,.,,>,,,,",",,..-,,<1
~Tf~~\~],~J}f:t~~~~;~1;~~(Ir'::tt~!~iV.V~~~~;,T!tr~-r:~'rt~,~~t~1f~~
.t:'~1t)",.-.i'Ai;.t~,,~,").;;;fl',~;Y;',.),. ;:,~dJ'>fP~sJ:", "~~f~I&-~"i:lJ1.~,:,~h\,~.....~n<\.-1<iiltA1'. s.J.f~~w.i/j
Mayor Cory Bozeman
-- "-'___.."... "__ .._._____ ___0 .,,~.,"__~_....~,... _,___~__.. ___,_,'_.__. ."___ ._._._..,___._,_. ___..___~.___
2008 Drinking Water Week Proclamation
WHEREAS, water is our 1110st valuable natural resource; and
WHEREAS, only tap water delivers public health protection, fire
protection, support for our economy and the quality of life we enjoy;
and
WHEREAS, any measure of a successful society -low mortality
rates, economic growth and diversity, productivity, and public safety
- are in some way related to access to safe water; and
WHEREAS, we are all stewards of the water infrastructure upon
which future generations depend; and
WHEREAS, each citizen of our community is called upon to help
protect our source waters from pollution, to practice water
conservation, and to get involved in local water issues;
NOW, THEREFORE, be it resolved that by virtue of the authority
vested in me as Mayor of the City of Bremerton, I do hereby proclaim
May 4 -10, 2008 as Drinking Water Week and urge all citizens to
recognize the value, importance, and fragility of this finite resource.
SIGNED, this 07 day of May, 2008.
~ c~ ______
~ . l-;Z~
Cary Boze111an, Mayor
Ci ty of Bren1erton
DATE SUBMITTED: 5/7/2008
BILL # AB08-100
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
5A
...g...m................................................................................m...
SUBJECT:
Committee Meeting Date:
COUNCIL MEETING Date: May 7,2008
Department: Financial Services
Presenter: Cathy Johnson
Phone: 473-5296
Claims & Check Register
SUMMARY:
Consent Agenda item. Approval of checks and electronic fund transfers.
ATTACHMENTS: Check Register.
FISCAL IMPACTS (Include Budgeted Amount):
APPROVALS:
DEPARTMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MAYOR:
COMMITTEE CHAIR
COUNCIL PRESIDENT:
ctiJL<w~
~/
CONSENT AGENDA ~
GENERAL BUSINESS 0
PUBLIC HEARING 0
RECOMMENDED MOTION:
1) Check #'s 324248 through 324518 and EFT's 7813 through 7843 in the amount of$878,327.34.
2) Regular Payroll for the pay period ending April 15 in the amount of $515.96.
3) Regular Payroll for the pay period ending April 30 in the amount of$750,249.43.
4) Retiree Payroll for the pay period ending April 30 in the amount of$78,831.10.
COUNCIL ACTION: ~ Approve 0 Deny 0 Table
o Continue 0 No Action
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
BILL 11 ___Q~B~_LO '-
s&
DATE SUBMITfED:
.......a..m...............................................a..........................a..
SUBJECT: City Council Meeting Minutes
fe)f meeting of IlpV'il 1 C, , Loo<6
Committee Meeting Date:
COUNCIL MEETING Date:
Dcpmiment:
Presenter:
N/A
MetE 7. J-oo 8
Cityouncil
Will Maupin,
Council President
(360) 473-5280
Phone:
SUMMARY: Attached is a summary of the City Council Meeting held April ((PI .2..008
ATTACHMENTS: Meeting Minutes for ftpr-j( /0))..008
FISCAL IMPACTS (Include Budgeted Amount): N/A
APPROV ALS:
DEPARTMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MAYOR:
Council President
N/A
N/A
N/A
COMMITTEE CHAIR
COUNCIL PRESIDENT:
B
~ ~/7{~
CONSENT AGENDA [B"
GENERAL BUSINESS 0
PUBLIC HEARING 0
RECOMMENDED MOTION: Move to approve the Consent Agenda as pre~ented.
COUNCIL ACTION: 0 Approve 0 Deny D T<lhle
o Continue [J No Action
DIGITAL RECORDING
CITY COUNCIL MEETING MINUTES
Wednesday, April 16, 2008
The weekly meeting of the City Council of the City of Bremerton was called to order in the City
Council Chambers, of the NORM DICKS GOVERNMENT CENTER 345 6th Street, Bremerton,
Washington, Wednesday, April 16, 2008, at 5:30 PM, with Council Vice-President Dianne
Robinson presiding. Council Members present were Nick Wofford, Carol Arends, Mike
Shepherd, Roy Runyon, Adam Brockus, Cecil McConnell, and Brad Gehring. Council President
Will Maupin was absent. Also present were City Attorney Roger Lubovich; City Clerk Carol
Etgen; and Legislative Assistant Lori Smith.
The Pledge of Allegiance was led by Council Member Brad Gehrinq followed by the invocation
provided by Reverend Ron Anderson of the Manette Community Church.
Vice-President Robinson announced that prior to the meeting, a Pre-Council Session was held
to discuss General Council Business; and a 20-Minute Executive Session to discuss "Potential
Litigation" per RCW 42.30.110(1 )(i), with action anticipated.
MAYOR'S REPORT - There was no Mayor's Report tonight...
PUBLIC RECOGNITION & ANNOUNCEMENTS
Brad Gehrinq reminded Bremerton residents that the Annual Spring Clean-Up will be held from
Monday, April 21 to Saturday, April 26, and citizens may call the Public Works Department at
(360) 473-5920 for more detailed information.
Adam Brockus announced that the next District 3 Meeting would be held Tuesday, April 22 from
7:00 to 8:30 PM at the Bremerton Senior Center located at East 13th & Nipsic Avenue. The guest
speaker will be Andrea Spencer, Director of Community Development who will be providing a
presentation on "Beginning the Manette Business District Sub-Area Plan".
Roy Runyon invited the public to the numerous Earth Day events including the KiTSA Shoreline
Clean-Up event to be held on Saturday, April 19 from 11 :00 AM to 2:00 PM beginning at the
Bremerton Boardwalk pump house located at 2nd Street; the Olympic College Earth Day
Celebration on Thursday, April 24 from 10:00 AM to 2:00 PM at the Bremer Student Center; and
the Stillwaters Ecofest in Kingston on Saturday, April 19 from 11 :00 AM to 4:00 PM.
Mike Shepherd announced that Diamond Parking will allow volunteers participating in the
Shoreline Clean-Up to park their cars in the garage near the Boardwalk pump house, and noted
that re~reshments will be provided after the pick-up.
CONSENT AGENDA
A. Check Numbers 323897 through 324097; and EFT-7785 through EFT-7800 in the amount of
$820,160.88 (#AB08-085)
B. Minutes of Meeting - April 2,2008 (#AB08-086)
C. Minutes of Meeting - April 9, 2008 (#AB08-087)
D. Southwest Bremerton Sewer Pump Station Power Line Relocation Agreement with PUGET
SOUND ENERGY (#AB08-088)
E. Purchase of Parts from PARKSON CORPORATION for Rebuilding of the Influent Screens for
Westside Wastewater Treatment Plant (#AB08-089)
F. Basic Life Support Services Agreement between the City of Bremerton and HANDLERS
RACING ASSOCIATION (#AB08-090)
City Council Reg. Mtg. Minutes
Wednesday, April 16, 2008
Page 2 of 4
G. Interlocal Cooperative Purchasing Agreement between the City of Bremerton and Whatcom
County Fire District No.6 (#AB08-091)
H. Interagency Agreement between the State of Washington, Washington State Patrol, and the
Bremerton Fire Department (#AB08-092)
I. Appointment of Holly James and Ryan Rydalch to the Lodging Tax Advisory Committee
(#AB08-093)
J. Appointment of Carlos Jara III to the Civil Service Commission (#AB08-094)
K. Authorize the City Attorney to initiate drug abatement action at 1215 Gregory Way (#AB08-
098)
There were no comments from the public. . .
05:39:15 M/S/C/U (Arends/Shepherd) Move to approve the CONSENT AGENDA as presented.
GENERAL BUSINESS
6A - APPROVAL OF CONTRACT WITH DIAMOND PARKING FOR PARKING
ENFORCEMENT AT THE HARBORSIDE PARKING GARAGE (#AB08-095): Carol EtQen, City
Clerk, explained that the contract with Diamond Parking for parking enforcement services at the
Harborside Garage expired in July of 2007. Services have continued in accordance with the
expired agreement. The proposed agreement is for the same base management rate of $4,558
per month with a three (3) percent increase in the third year as a cost of living adjustment,
bringing the cost in 2010 to $4,695 per month. An incentive fee of two percent (2%) was also
carried in the new agreement. In exchange for no monthly rate increase, one of the four (4) lot
checks on weekdays was eliminated and adjustments were made to the contact to reflect what
has happened with the scope since the original contract was signed.
There were no comments from the public.. .
Mr. Brockus expressed his concerns with a private company providing parking enforcement.
Mr. Runvon thanked Ms. EtQen for her efforts regarding the parking contract; and invited the
public to attend the next "Parking & Animal Control Committee" which will meet again on June 3
at 4:00 PM in the Council Conference Room.
Mr. Shepherd added that this contract is only for enforcement at the garage and that there has
been considerable efforts made to achieve cost savings.
Mr. Brockus appreciated the efforts of the committee, but believed that the company benefiting
from the downtown parking lots should not be involved in enforcement.
Mr. GehrinQ asked if Diamond Parking owns any part of the parking garage. Ms. EtQen
responded that Diamond Parking does not own the garage but the contract does allow for a 2%
incentive beyond a certain amount of revenue earned but does not include revenue earned
through parking tickets. Mr. Shepherd emphasized that the incentive is not about negative
enforcement and people are encouraged to park at the garage.
05:48:06 M/S/C (Arends/Wofford) Move to approve the Professional Services Agreement with
Diamond Parking for parking enforcement services at the Harborside Parking Garage; and
authorize the Mayor to finalize and execute the agreement with substantially the same terms and
conditions as presented.
City Council Reg. Mtg. Minutes
Wednesday, April 16, 2008
Page 3 of 4
Voted in favor of Motion: McConnell, Runyon, Shepherd, Arends, Wofford, Gehring, Robinson
Voted opposed to Motion: Brockus
Motion carried: 7- Yes; 1-No
6B - RESOLUTION NO. 3056 REQUESTING THE WASHINGTON STATE TRANSPORTATION
COMMISSION TO NAME THE NEW TACOMA NARROWS BRIDGE THE "BOB OKE BRIDGE"
(#AB08-096): Council Member Mike Shepherd summarized that the proposed resolution
requests that the Washington State Transportation Commission name the new Tacoma Narrows
Bridge the "Bob Oke Bridge".
Comments in support of the resolution were provided bv the followinq: Pat RO!:lers, Drake
Evans; John Taylor; Alyce Ea!:lans; Warren Van Zee; and Chet Simpson.
Mr. Brockus acknowledged that he had constituents with opinions both in favor and against the
proposed resolution; but ultimately he feels that the bridge was a good project that increased
safety and for that reason he would support this action.
Mr. Gehrin!:l admitted that although he was not initially in support of the building of this bridge he
admits that he was wrong and believes the bridge was built due to Bob Oke's perseverance.
Mr. McConnell supported the building of the bridge, but could not support the naming of the
bridge after Bob Oke because of the way he participated in adding several voting jurisdictions
that were not regular users of the bridge to assure that the use of tolls would be approved.
Mr. Runyon agrees that the building of the bridge has helped to alleviate traffic jams but did not
believe that having the Council approve a resolution to rename the bridge after Bob Oke would
adequately reflect the opinion of the public majority.
Ms. Robinson referred to two citizen letters in support of this action; and agreed that it would be
appropriate to rename the bridge in honor of Bob Oke.
06:04:22 M/S/C (Shepherd/Wofford) Move to pass Resolution No. 3056 requesting the
Washington State Transportation Commission name the new Tacoma Narrows Bridge the "Bob
Oke Bridge".
Voted in favor of Motion: Brockus, Shepherd, Arends, Wofford, Gehring, and Robinson
Voted opposed to Motion: McConnell
Abstained: Runyon
Motion carried: 6- Yes; 1-No; and 1-Abstention
PUBLIC HEARINGS
7 A - PUBLIC HEARING AND ORDINANCE NO. 5046 AMENDING SEVERAL SECTIONS OF
THE BREMERTON MUNICIPAL CODE TITLE 20 "THE ZONING CODE" (#AB08-097): Nicole
Ward, Community Development, stated that the action before the Council is to conduct a public
hearing and adopt Ordinance No. 5046 amending several sections of the Zoning Code, BMC
Title 20 relating to landscaping standards, setbacks for commercial structures adjacent to the
Low Density Residential Zone, consistency with the Downtown Sub-Area Plan, and minor
housekeeping corrections.
John Taylor with John L. Scott Real Estate, first commended the Department of Community
Development and specifically Nicole Ward for resolving a setback issue with his client.
City Council Reg. Mtg. Minutes
Wednesday, April 16, 2008
Page 4 of 4
Council Members provided their comments in support of the proposed changes and thanked
Planning Commission members and staff for their effo/ts in bringing these changes forward...
06:19:18 M/S/C/U (Arends/Runyon) Move to pass Ordinance No: 5046 to amend several
sections of the Zoning Code, BMC Title 20.
COUNCIL MEMBER REPORTS
Carol Arends thanked Ms. Robinson for doing a great job chairing the meeting tonight.
Mike Shepherd talked about a possible partnership with Bremerton High School science
students who may help monitor Blueberry Park and veteran Conservation Corps volunteers may
become involved with planting trees.
Rov Runvon thanked members of the Kiwanis for their work on the Kiwanis Park; and expressed
concerns on behalf of residents of the downtown condos about increased marketing efforts.
Adam Brockus announced that the Marina would be open on May 31; congratulated Mike
Shepherd on his retirement from the Environmental Protection Agency; and warned citizens that
the red light cameras are now operational.
Brad GehrinQ announced the Bremerton Farmers Market would be opening soon near
Evergreen Park.
Dianne Robinson reported that several of the Council Members attended a Kitsap Regional
Coordinating Council Legislative Dinner last week to hear a briefing on legislative issues and
priorities.
With no further business, Vice-President Robinson adjourned the Council Meeting at 6:20 PM.
Prepared and Submitted by:
~)
L RI SMITH
Legislative Assistant
Attest:
CAROL ETGEN, City Clerk
Dianne Robinson, City Council Vice-President
DRCE:ls:cg
DATE SUBMIT"!'ED: BILL tl_Qf!_ ' _L~~
AGENDA BILL 5'~
CITY OF BRETVlERTON
CITY COUNCIL
.........aDa.................a......a..a.....................DD......a....aaa...........
SUBJECT: City Conncil Meeting Minutes
for meeting of Apri ( 23 I 2oo~
Committee Meeting Date:
COUNCIL MEE'TING Date:
Department:
Presenter:
NiA
Ma.<r. 7, ;2oo~
City COUl{cil .
Will Maupin,
Council President
(360) 473-5280
Phone:
SUMMARY: Attached is a summary ofthe City Council Meeting held fI f([ 1 :J. 3 I '),00 g
ATTACHMENTS: Meeting Minutes for ttpri ( 23) ,200 S
FISCAL IMPACTS (Include Budgeted Amount): NiA
APPROVALS:
DEPARTMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MAYOR:
Council President
NiA
N/A
N/A
COMMITTEE CHAIR
COUNCIL PRESIDENT:
Nn
~ g;Y4/v-~
CONSENT AGENDA [B'
GENERAL BUSINESS D
PUBLIC HEARING D
RECOMMENDED MOTION: Move to approve the Consent Agenda as presented.
COI1NCIL ACTION: 0 Approve [] Deny 0 Table
o Continue [J No Action
DIGITAL RECORDING
CITY COUNCIL MEETING MINUTES
Wednesday, April 23, 2008
The weekly meeting of the City Council of the City of Bremerton was called to order in the City
Council Chambers, of the NORM DICKS GOVERNMENT CENTER 345 6th Street, Bremerton,
Washington, Wednesday, April 23, 2008, at 5:30 PM, with Council President Will Maupin
presiding. Council members present were Nick Wofford, Carol Arends, Dianne Robinson, Mike
Shepherd, Roy Runyon, Adam Brockus, Cecil McConnell, and Brad Gehring. Also present
were City Attorney Roger Lubovich; City Clerk Carol Etgen; and Legislative Assistant Lori
Smith.
The Pledge of Allegiance was led by Council Member Brad GehrinQ followed by the
invocation provided by Reverend Paul Meeker of Our Saviour's Lutheran Church.
President Maupin announced that prior to the Council Meeting, a Pre-Council Session was
held to discuss General Council Business; and that there will not be a televised meeting next
week due to the 5th Wednesday Study Session, however the public is welcome to attend the
meeting which will begin at 5:00 PM in the Council Conference Room.
PUBLIC RECOGNITION & ANNOUNCEMENTS
Brad GehrinQ announced that the Annual Spring Clean-up will continue through Saturday, April
26 from 8:00 AM to 6:30 PM at the Public Works Facility located at 100 Oyster Bay Avenue;
and the Kitsap County Veterans Advisory Board and the Kitsap Area Veterans Alliance will
present the 2008 Spring "Stand Down" for veterans and their families on Saturday, May 3 from
10:00 AM to 3:00 PM in the President's Hall at the Kitsap County Fairgrounds.
Adam Brockus provided information about the detour that will be in place due to construction
on the downtown tunnel; and two Kitsap Transit public meeting to be held in the Bremerton
Harborside Building on Wednesday, April 30 at 7:00 PM and on Thursday, May 8 at 3:00 PM to
discuss proposed transit fare increases and future service plans.
Roy Runyon reiterated information about the Earth Day events to be held at Olympic College;
and encouraged business owners and contractors to register their businesses online at website
www.mrscrosters.orq to expand their opportunities in working on small works projects.
Dianne Robinson encouraged families to participate in the "Gear Up for Summer Safety" event
which includes a County-Wide Life Jacket and Helmet Sale on Thursday, May 1 from 3:00 to
6:00 PM in the Kitsap County Health District Office located on the 3rd Floor of the Norm Dicks
Government Center. For more information, please contact the Health District at (360) 337-
5216.
Jerry McDonald asked if Council Members had a chance to drive-by and look at his property
located on Ida Street to familiarize themselves with concerns he presented to the City a few
weeks ago. His opinion is that he should not be required to place sidewalks on Ida Street as
required by the current Bremerton Municipal Code. He does not agree with the decision made
by the Public Works Director, specifically questioning the lack of a definition for the term
"foreseeable future", and therefore would like the Council to consider reviewing the use of this
term in the Code.
City Council Reg. Mtg. Minutes
Wednesday, April 23,2008
Page 2 of 2
CONSENT AGENDA
A. Check Numbers 324098 through 324247; and EFT-7801 through EFT-7812 in the amount
of $1,494,371.31; and Regular Payroll in the amount of $754,960.07 for the pay period
ending April 15, 2008 (#AB08-099)
05:42:54 M/S/C/U (Runyon/Wofford) Move to approve the CONSENT AGENDA as presented.
With no further business, President Maupin adjourned the Council Meeting at 5:45 PM.
Council reconvened in the Council Conference Room for a STUDY SESSION to hear
presentations on upcoming agenda items.
~)
ORI SMITH -
Legislative Assistant
Attest:
CAROL ETGEN, City Clerk
WILL MAUPIN, City Council President
WM:CE:ls:cg
DATE SUBMITTED:
BrLL# 68 - /03
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
5b
........................................................................................
SlJBJECT: Purchase of a replacement Taro
4100D Groundmaster mower for the Parks
Department.
Committee Meeting Date: April 23, 2008
COUNCIL MEETING Date: May 7, 2008
Department: PW &U
Presenter: Jim Orton
Phone: 5359
SUMMARY: The approved 2008 budget includes replacement of one Taro Groundmaster mower in
Parks Department. Replacement will be a Taro OM 4100D purchased using State Contract 08506.
Total cost for the new equipment is $53,111.29 including sales tax. The replaced equipment will
either be traded in or sent to auction. The dealer for this equipment is Westcrn Equipment Distributors
Inc. of Seattle W A.
ATTACHMENTS: 1) Page 28 of State Contract # 08506.
2) Quote from Westcrn Equipment dated 3/1 0/2008
FISCAL IMPACTS (Include Budgeted Amount): $55,000 is budgeted for replacement and
availablc from reserves collectcd for this purpose.
APPROVALS: (....--J,'
DEPARTMENT DIRECTOR: ".::.:=::
CITY ATTORNEY:
FINANCE DIRECTOR:
MAYOR:
COMMITTEE CHAIR
COUNCIL PRESIDENT:
-- ~
--
-",_.-,--
.,,--.-
CONSENT AGENDA
GENERAL BUSINESS D
PUBLIC HEARING D
RECOMMENDED MOTION: Move to approve the purchase of one (1) GM 41000 from Western
Equipment Distributors in the amount of $53,111.29 including sales tax for use in the Parks
Departmcnt.
COUNCIL ACTION: D Approve D Deny D Table
D Continue D No Action
1~\mt~1
Equipment Distributors Inc.
Sendng customers since 1956
Seattle Main Office' 20224 SOu, Ave. 5., Kent, WA 98032 (253) 872-8858 Fax: (253) 872-6942
Spokane' E. 2824 Garland Ave., Spokane, WA 99207 (509) 483-8665 Fax: (509) 483-7563
Oregon' 19635 5W 129lh, Tualatln, OR 97062 (503) 691-0250 fax: (503) 691-0849
March 10, 2008
Jim Orton
City of Bremerton
Bremerton, WA
Dear Jim,
Western Equipment wants to take this opportunity to provide you with the following price quotation based on the
state contract. All prices include freight FOB destinationl infield service and repair, two year (or 1500 hour)
parts/labor warranty, and the support of Western Equipment celebrating over thirty-five continuous years in
business.
Quantity Model #
1 30411
Included in above price:
1 30621
1 30622
1 30429
Optional Accessories:
1 30359
1 30442
1 30419
1 107-0215-03
Description
Toro GM 4100-0
Unit Price
Grammar air ride seat suspension
Grammar premium seat
4wd hydraulic flow divider kit
Universal mount sunshade
Road package kit
Leaf mulching kit
Atomic mulching blade
$ 519.75
$ 876.97
$ 989.17
$ 17. 90
Note: Optional accessories not included in total price.
Sincerely,
Shawn Frisbee
Commercial Sales
Western Equipment Dist.
Equipment Sale Price
WA State Sales Tax @ 8.9%
Total Sale Price
Total
$48,770.70
$48,770.70
$ 4.340.59
$53,111.29
Current Contract Information
Contract No. State Contract Lawn and Grounds Equipment 07
Attachment "B
Page 28
CNH America LLC New Holland MC Series 26.0% 26.0% 0% $0.00 30-60 8/26/2006 All
:-. T oro 328/ 3280
Western Equipment Groundsmaster 23.5% 23.5% 0% $0.00 60 11/1/2006 All
Toro 3500/3505
Western Equipment Groundsmaster 17.5% 18.5% 0% $0.00 60 11/1/2006 All
Western Equipment Toro 7200/7210 17.5% 17.5% 0% $0.00 60 11/1/2006 All
CATEGORY TEN: Commercial Area Mowers
Repair Delivery
Attachments Parts/Man Days! Catalog
Supplier Manufacturer Equipment ! Accessories ual Set-Up Cost ARO Date Regions Bid
Hustler Turf Equip Exeellndustries 22.0% 22.0% 0% $100.00 30 1/1/2006 All
Northwest
/Eastern /
Olympic/
Brim Tractor Jacobsen 20.0% 20.0% 0% $0.00 60 1/1/2007 Southwest
South central &
RMT Equipment Jacobsen 20.0% 20.0% 0% $0.00 30 1/1/2007 Southwest
Western Equipment Jodale Perry N/A 5% 0% $0.00 60 11/1/2006 All
John Deere Company John Deere Company-C18 23.5% 23.5% 0% $0.00 30-60 3/24/2006 All
J & I Power Equipment Kubota 20.0% 15.0% 10% $76.00 30 1/1/2006 All
Western Equipment Laslec 10% 10% 0% $0.00 60 11/1/2006 All
Taro 4500/4700
Western Equipment Groundsmaster 17.5% 17.5% 0% $0.00 60 11/1/2006 All
Western Equipment Taro 5800 Groundsmaster 17.5% 17.5% 0% $0.00 60 11/1/2006 All
Toro 4000/4100 - -
Western Equipment Groundsmaster (17.5% (17.5% ) 0% $0.00 60 11/1/2006 All
Brim Tractor Woods 20.0% 20.0% 0% $0.00 30 1/1/2006 All
~
~ l'
O'!~(I Lu b lu.. ell S t OLlI,,3t s
, . t" l I-
0" l"; s e., f" \ (L S
28
AGENDA BILL
CITY OF BREMER TON
CITY COUNCIL
BILL# 08 - / !}4
Sf
DATE SUBMITTED: March 7, 2008
........................................................................................
SUBJECT: Upgrade Recreation Program
Coordinator I position to Recreation Program
Coordinator II and Upgrade Recreation
Program Coordinator II to Recreation
Program Coordinator III
Committee Meeting Date: April 23, 2008
COUNCIL MEETING Date: May 7, 2008
Department: Parks & Recreation
Presenter: Wyn Birkenthal
Phone: 473-5305
SUMMARY: To increase community outreach and joint programming with Bremerton non-profit
agencies, the Parks and Recreation Department is requesting the upgrade of a Recreation Coordinator
I position to a Coordinator II level, and the upgrade of a Recreation Coordinator II position to a
Coordinator III level. This will create promotional opportunities for current employees as it is our
intent to do an internal promotional process only. This request will not require an increase in the 2008
Parks and Recreation personnel budget and the Department's FTE level will remain at the current
level. The item was discussed at the April 9th Public Safety and Parks Committee meeting.
ATTACHMENTS: HiringlPromotional Testing Request, Recreation Program Coordinator II and III
job descriptions.
FISCAL IMP ACTS (Include Budgeted Amount): This request will not require an increase in the
2008 Parks & Recreation personnel budget.
APPROVALS:
DEP ARlMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MAYOR:
COMMITIEE CHAIR
COUNCIL PRESIDENT:
~--
--::..::>
'~'"
CONSENT AGENDA
GENERAL BUSINESS 0
PUBLIC HEARING 0
RECOMMENDED MOTION: Motion to approve request for upgrade ofa Recreation Program
Coordinator I position to a Recreation Program Coordinator II level, and the request for upgrade of a
Recreation Program Coordinator II position to a Coordinator III level.
COUNCIL ACTION: 0 Approve 0 Deny 0 Table
o Continue 0 No Action
HIRING/PROMOTIONAL TESTING REQUEST
CATEGORY (Please check one):
o Civil Service
o Represented Non-Civil Service
o Exempt
o Seasonal/Temporary/PT
C8J Promotional
Fund/Department: 51-574.2051/ Parks & Recreation
1. Position Classification & Pay Data:
a. Proposed Position Title: Recreation Program Coordinator II
Requested Salary/Hourly/Range: $20.86 - $24.56
b. Hours of work per day: 8.0
and per week: 40.0
c. Projected hire/promotional date: Mav 26. 2008
d. Projected termination date (if applicable): NA
e. Number of positions of this classification being requested: 1
f. This is: An existing classification ~
(exempt! non-exempt)
A new classification
(exempt/ non-exempt)
g. This is an authorized, budgeted position: C8J Yes OR 0 Pooled budget (Seasonal/Temp/PT)
h. Personnel cost and distribution:
(To be completed by Finance)
2. Position Duties: (Please attach job description or detail the essential duties and functions of the
position requested).
3. Other Information:
REQUESTED BY )PW-~\\
Jeff Elevado ( \rt~~-
Division Manager( I
.2128/08
Date
Director
Date
APPROVED/DISAPPROVED: Explanation attached if disapproved:
HR Director
Date
Finance Director
Date
Mayor
Date
Revised 10(4/07
RECREATION PROGRAM COORDINATOR II
JOB CLASSIFICATION
GENERAL FUNCTIONS
Plans, administers, implements and evaluates comprehensive year around recreation programs and services that meet
public demand and department goals and objectives.
PROGRAM AREAS
General Adult and Children's Programs
Spotts! Athletics
Outdoor Recreation
Teens
Aquatics
Senior Citizens
Handicapped
REPRESENT A TIVE ESSENTIAL DUTIES AND RESPONSIBILITIES (Note - This list is intended only to
illustrate the various types of work that may be performed. The omission of specific statements does not exclude
them from the position. )
Researches, develops, and directs a comprehensive program in a specialized programming discipline.
Provides program leadership for safe, quality programs.
Researches, plans, and implements special events and projects.
Recommends policies and procedures that will best implement program promotion, administration, and evaluation
related to facility use, programming, or instruction.
Coordinates with other providers to assure delivery of needed programs and services. Performs cooperative
planning to co-sponsor programs or services with other agencies and within the Parks Divisions.
Recruits, selects, trains, and supervises seasonal or permanent part-time personnel.
Plans and implements an ongoing community relations program. Establishes contacts with various media sources;
prepares copy for flyers, newsletters, brochures, and media releases.
Makes presentations to service and school groups about recreation programs.
Assists in the development of the annual program budget.
Purchases materials needed for program or special events.
Develops and evaluates program goals and effectiveness. Records and analyzes statistical information used in
evaluating programs.
May supervise an activity center.
Other Duties
· Regular attendance is an essential requirement
· Performs related work as assigned and!or required.
KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of:
· Recreation program needs and opportunities.
R..:creatioll Program Coordinator II
Revised: 2002
Page I of 2
1\ bility to:
. Plan, organize, and implcment diverse, year-round recreation programs.
. Research program demands and recommcnd changes.
. Communicate effectively both orally and in writing.
. Preparc and maintain detailed program records and reports.
. Recruit, train, and oversee patt~time and seasonal personnel and volunteers.
. Develop, recommend, and implement program policies and procedures related to defined program area.
. Demonstrate proficiency in personal computers and MS Office software including Word, Excel, desktop
publishing, and database management.
QUALIFYING EDUCATION AND EXPERIENCE (Minimum Requirements)
Bachelor's degree in parks and recreation or a related field and at least one year of full time work experience related
to the specialized program area, or any equivalent combination of training and experience which produces the
necessary knowledge, skills, and abilities to successfully perform the work. Valid Washington State Driver's
license is required.
Must possess or obtain and maintain current first aid and CPR certificates. If assigned to the Aquatic Center, must
possess lifeguard and WSI Instruction Certifications. Must obtain certified pool operator/AFO within a reasonable
amount of time set by the Athletics Manager.
PHYSICAL REQUIREMENTS
Required to life 50 pounds.
DISTINGUISHING FEATURES
~
Positions in the Recreation Program Coordinator II classification are professional level positions distinguished by
knowledge and independent responsibility to plan, direct, and evaluate a comprehensive recreation program for
community members in specific program disciplines.
WORKING CONDITIONS
Work is performed at a variety ofIocations depending on the assignment. Must be able to work irregular hours,
including evenings, weekends and holidays. If assigned to the Aquatic center, exposure to pool chemicals may pose
a physical hazard. Work may involve contact with blood or other potentially infectious materials and may pose a
risk of infection and subsequent illness.
LEGAL and REGULATORY EMPLOYMENT CONDITIONS
Fair Labor Standards Act: The classification is non-exempt under the laws of fair Labor Standards Act minimum
wage and overtime provisions.
Representation: The classification is included in the bargaining unit pursuant to the Recognition Article of the current
labor agreement between the City of Bremerton and the Teamsters Local 589.
Civil Service: The classification is included in the City's Civil Service System.
Appointment and Removal Authority: The position is filled by appointment by the Department Head. Removal is
by action of the Department Head in conformance with Civil Service Rules.
This classification specification does not constitute an employment agreement between the City and employee. It is
subject to change by the City as the needs of the City and requirements change.
Recreation Program Coordinator II
Revised: 2002
Page 2 of 2
HIRING/PROMOTIONAL TESTING REQUEST
CATEGORY (Please check one):
o Civil Service
o Represented Non-Civil Service
o Exempt
o Seasonal/Temporary/PT
~ Promotional
Fund/Department: 51-574.2051 / Parks & Recreation
1. Position Classification ft Pay Data:
a. Proposed Position Title: Recreation Pro$lram Coordinator III
Requested Salary/Hourly/Range: $22.03 - $25.92
b. Hours of work per day: 8.0
and per week: 40.0
c. Projected hire/promotional date: May 26. 2008
d. Projected termination date (if applicable): NA
e. Number of positions of this classification being requested: 1
f. This is: An existing classification ~
(exempt/ non -exempt)
A new classification
(exempt/non-exempt)
g. This is an authorized, budgeted position: ~ Yes OR 0 Pooled budget (Seasonal/Temp/PT)
h. Personnel cost and distribution:
(To be completed by Finance)
2. Position Duties: (Please attach job description or detail the essential duties and functions of the
position requested).
3. Other Information:
REQUESTED BY DE~T:{,~'b
Jeff Elevado (_ \ (~~O
Division Manager '
2/28/08
Date
Director
Date
APPROVED/DISAPPROVED: Explanation attached if disapproved:
HR Director
Date
Finance Director
Date
Mayor
Date
Revised 10/4/07
RECREATION PROGRAM COORDINATOR III
JOB CLASSIFICATION
GENERAL FUNCTION
Plans, organizes, coordinates, develops, supervises, implements, and evaluates, year-round comprehensive
recreation programs and projects. Develops and writes policies and procedures.
REPRESENTATIVE ESSENTIAL DUTIES AND RESPONSIBILITIES (Note - cnlis list is intended only to
illustrate the various types of work that may be performed. The omission of specific statements does not exclude
them from the position.)
Plans, develops, researches, implements, coordinates, and evaluates all activities associated with various recreation
programs. Coordinates with the public on programming interests and demands.
Purchases materials needed for programs.
Insures safety of program participants and quality of program content; implements departmental policies related to
recreation programs.
Coordinates, researches, plans and implements special events and projects. Assists other divisions with special
events and projects.
Leads, recruits, selects, supervises, trains, and evaluates part-time, seasonal staff and volunteers.
Prepares reports; evaluates programs and researches new recreation programs.
Prepares and administers grants and solicits funds.
Prepares soccer billing and collects fees.
Formulates program budget, prepares financial reports, and accounts for budget funds and programs fees.
Promotes good public relations and program participation. Designs promotional flyers. Assists in developing
quarterly brochure. Makes presentations to service, school, and professional groups on recreation programs and
projects.
Other Duties
Regular attendance is an essential requirement
Performs related work as assigned and/or required
KNOWLEDGE. SKILLS AND ABILITIES (Entrv Requirements)
Knowledge of:
· Current principles and practices related to the coordination of a comprehensive recreational program.
· Public relations and marketing procedures.
· Scheduling techniques and procedures for recreation activities, facilities and leagues.
o Budget development and monitoring procedures, including analyses of expense and revenues.
· Principles and practices of administration, supervision and training.
· Personnel practices and procedures including conflict resolution techniques, team management,
recruitment, hiring, training, evaluation and discipline stafT.
· Standard First Aid and CPR procedures.
Recreation Program Coordinator III
Rev iscd: 2002
Page I 01'2
Ability to:
.
Provide leadership.
Maintain effective working relationships with individuals and groups encountered in fulfilling job
requirements.
Etfectively plan, schedule, supervise and evaluate programs and personnel.
Communicate effectively both orally and in writing which includes using correct English, grammar,
spelling, punctuation, and vocabulary.
Use computer technology, e.g., registration systems, facility scheduling, and report preparation.
Demonstrate proficiency MS Office software including Word, Excel, desktop publishing and database
management.
Publicize programs and/or activities utilizing ongoing and time promotional or marketing efforts including
news releases, program brochures, posters, tlyers, and effective use of media.
Provide leadership and assistance to ensure ongoing staff training and performance feedback.
Remain tlexible to all program changes.
/)
.
.
.
.
.
.
.
.
QUALIFYING EDUCATION AND EXPERIENCE (Minimum ReQuirements)
Any combination of education and experience equivalent to a bachelor's in Recreation or related field AND three
years experience in recreation or closely related field. Valid Washington State Driver's License required.
Special Requirements
First Aid and CPR certifications.
PHYSICAL REQU IREMENTS
Be able to lift 50 pounds, agility, stamina, upper and lower body movement.
WORKING CONDITIONS
Work is performed in several office settings and sites. Must be able to work tlexible hours including evenings and
weekends, if needed. Some outside fieldwork and exposure to inclement weather, including rain, snow, sun, heat
and humidity.
LEGAL and REGULA TORY EMPLOYMENT CONDITIONS
Fair Labor Standards Act: The classification is non-exempt under the laws of fair Labor Standards Act minimum
wage and overtime provisions.
Representation: The classification is included in the bargaining unit pursuant to the Recognition Article of the current
labor agreement between the City of Bremerton and the Teamsters Local 589.
Civil Service: The classification is included in the City's Civil Service System.
Appointment and Removal Authority: The position is tilled by appointment by the Department Head. Removal is
by action of the Department Head in conformance with Civil Service Rules.
This classification specification does not constitute an employment agreement between the City and employee. It is
subject to change by the City as the needs of the City and requirements change.
Recreation Program Coordinator III
Revised: 2002
Page2of2
DATE SUBMITTED: March 28. 2008
BILL #
08-(65
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
S'F
........................................................................................
SUBJECT: lnterlocal Agreement with the
City of Forks for Prisoner Confinement
Committee Meeting Date:
COUNCIL MEETING Date:
Department:
Presenter:
Phone:
April 23, 2008
May 7, 2008
Police
Chief Rogers
473-5224
SUMMARY: The City of Bremerton is entering into an agreement with the City of Forks for additional
prisoner jail services. Services will be limited to daily bed availability; charges for service will be
offered at a lesser rate ($45.00 per day) than is currently being paid ($67.53 per day) to the Kitsap
County Jail.
ATTACHMENTS: lnterlocal Agreement for prisoner confinement services.
FISCAL IMPACTS (Include Budgeted Amount): In 2008 the City budgeted $604,000.00 for care and custody of
prisoners. In 2008 daily prisoner rate charges increased to $67.53 per prisoner. The Kitsap County Jail put the City of
Bremerton on notice that the 2009 daily prisoner rate will increase and be between $70.00 and $80.00 with the likely
charge being closer to the $80.00 per day figure. The City of Forks agreement will accept prisoners as jail population
allows at a daily rate of $45.00. With confinements of 365 days, the daily rate will be lowered to $40.00. This agreement
will assist in staving off the rising cost of prisoner incarceration.
APPROVALS:
DEPARTMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MAYOR:
COMMITTEE CHAIR
COUNCIL PRESIDENT:
./ '} /..t:
ff~
:2. .
r
CONSENT AGENDA
GENERAL BUSINESS 0
PUBLIC HEARING 0
RECOMMENDED MOTION: Move to approve and the lnterlocal Agreement with the City of Forks and
authorize the Mayor to finalize and execute the agreement with substantially the same terms and
conditions as presented.
COUNCIL ACTION: 0 Approve 0 Deny 0 Table
o Continue 0 No Action
CITY OF FORKS
AGREEMENT FOR PRISONER CONFINEMENT SERVICES
This Agreement is made and entered into this _ day of , 2008, by and
between the CITY OF FORKS, a municipal corporation (hereinafter "FORKS"), and the
CITY OF BREMERTON, a municipal corporation (hereinafter "CITY").
REPRESENTATIONS:
1. Pursuant to Chapters 39.34 and 70.48 RCW, FORKS and CITY may enter into an
agreement, through their respective legislative bodies, whereby FORKS shall furnish
jail facilities for CITY prisoners upon such terms as may be mutually agreed upon.
2. Chapter 39.34 RCW specifies that cities are responsible for the incarceration of
misdemeanor and gross misdemeanor offenses committed by adults in their
respective jurisdictions, and referred from their respective law enforcement agencies,
whether filed under state law or city ordinance, and must carry out this responsibility
through the use of their own courts, staff, and facilities, or by entering into contracts or
interlocal agreements to provide these services. Such contracts or interlocal
agreements are required to take into account the anticipated costs of services as well
as the anticipated and potential revenues to fund the services, including fines and
fees, criminal justice funding, and state authorized sales tax funding levied for criminal
justice purposes.
3. CITY and FORKS agree that the terms and conditions set forth herein are an
acceptable basis for FORKS providing prisoner jail services to CITY for persons
committing misdemeanor or gross misdemeanor offenses within CITY limits.
AGREEMENTS:
1. Availabilitv and Fundinq of Adult Correctional Facilities and Services: FORKS agrees
to furnish its facilities and personnel for the confinement, processing, and related
services for CITY prisoners in the same manner and to the same extent as the
FORKS furnishes said services for confinement, processing, and related activities of
its own prisoners. FORKS jail facilities shall be made available and furnished for
holding of CITY prisoners serving imposed jail terms, subject to the conditions herein.
Said facilities and services shall meet the requirements of all applicable state and
federal laws.
2. Definition of a CITY Prisoner: Tl;)e term "CITY prisoner" as used in this Agreement
shall mean a person arrested by CITY police and held and confined in the FORKS
Jail, or otherwise held in detention as provided in this agreement, pursuant to a
violation of a CITY ordinance or a violation of a state law or ordinance which
designates the crime for which the person is held to be a misdemeanor or gross
misdemeanor. The term "CITY prisoner" shall not include a person arrested for a
-1-
felony offense by CITY police, a person arrested on a warrant issued by another
jurisdiction or for charges initiated by a non CITY officer, or a person charged by the
prosecutor with a felony or an attempt to commit a felony even if there is a plea to or
conviction of a lessor offense.
3. Prisoner Confinement Dailv Fee:
A. Beginning , 2008 CITY agrees to pay FORKS a daily per inmate fee for
the housing of prisoners in the FORKS Jail. The daily confinement fee shall be
charged per prisoner for each calendar day or portion thereof, excluding the release
day when a prisoner has been confined for more than one day. The base daily rate
shall be $45.00 each on a daily basis, FORKS will house any CITY prisoner who
has a court commitment of 365 days at the special daily rate of $40.00 each day.
B. This rate shall be adjusted annually, based on the Seattle CPI U. The first annual
adjustment will be effective March 1, 2009 and each year thereafter.
C. Prisoner fees shall be billed by FORKS each month and CITY shall pay said fees
within 30 days of billing. In the event of an error, the next billing after the error was
discovered, it will be adjusted appropriately.
4. Partial Confinement and Alternative Confinement Proqrams: CITY prisoners shall be
considered for FORKS alternative and partial confinement programs on an equal basis
with FORKS prisoners, and subject to the same rules and regulations, as well as
potential sanctions, for program rule violations. Prisoner participation in such
programs may be limited to an operational capacity as identified by FORKS.
Alternative and partial confinement programs shall include, but not be limited to, Work
Release and Work Crew. It is understood by the parties that the term alternative
confinement programs shall not include electronic home monitoring.
The City of Forks Jail, in cooperation with Peninsula Community College, offers a
GED program to those inmates wishing to genuinely earn their GED.
Where offenders pay a fee to FORKS for program participation, such fees shall be
deducted from the confinement daily fee.
Where CITY prisoners are in a FORKS Work Crew assignment, they shall be credited
with five days "good time" for each 30 days that they are assigned to the Work Crew.
"Good time" is earned, and not automatically "given".
5. Desiqnated Administrators: The FORKS Police Chief in consultation with the CITY
Police Chief shall administer this agreement. Each administrator or designee may
consult with each other quarterly regarding costs, fees and charges and regarding
changes in policies, practices, or procedures, which may affect the responsibilities of
the other, and will try to resolve disputes between themselves or through their
designated representatives.
-2-
6. Medical Costs: Medical costs for emergency or necessary health care for CITY
prisoners shall be the responsibility of CITY. CITY retains the option to contract with
medical providers to provide medical services to CITY prisoners. FORKS will not
transport outside of FORKS city limits for medical appointments, this will be borne by
CITY if such a medical transport is necessary.
FORKS shall notify CITY prior to outside medical care being provided for a CITY
prisoner; provided, however, that when emergency medical care is required in life-
threatening circumstances, the notification may occur as soon as practicable.
7. Transportation: Transportation of CITY prisoners to the FORKS jail facilities will be
provided by the FORKS Police Department as needed, but not to exceed one time per
calendar week. FORKS Police Department, will travel to a mutually agreed upon
location for the pick-up. The one-way rate for transportation shall be included in the
daily prisoner rate. Upon release of CITY prisoners, FORKS shall transport the
prisoner to the Forks Transit Center. A one-way ticket to the CITY area may be issued
to the released prisoner. If the prisoner is needed for Court during incarceration in
the FORKS jail, it will be the responsibility of CITY to transport the prisoner from
FORKS jail to Court, and return.
8. Transfer of Custody: CITY law enforcement officers placing arrested persons in
custody of the FORKS jail shall be required to remain in the immediate presence of
the arrested person and shall be considered to have such person in their sole custody
until the FORKS booking officer audibly states that the prisoner is secured; at such
time and only then, will FORKS come into custody of said prisoner.
When custody of a CITY prisoner is transferred to FORKS, the CITY prisoner shall be
subject to all applicable rules, regulations and standards governing operation of the
FORKS jail, including any emergency security rules imposed by the FORKS Chief of
Police or designee. Any CITY police officer delivering a prisoner to FORKS jail shall
comply with reasonable rules and regulations of the FORKS jail.
9. Release of CITY Prisoner from FORKS Jail: No CITY prisoner confined in the FORKS
jail subject to this agreement shall be released except: (a) when requested by a
member of CITY Police Department; (b) in compliance with orders of the court in
those matters in which the courts have jurisdiction; (c) for appearance in court; (d) for
interviews by CITY police or attorneys; (e) if the prisoner has served his or her
sentence or the charge pending against said prisoner has been dismissed; or (f) as
determined by the FORKS Chief of Police as part of a plan to reduce prisoner
population as a result of facility overcrowding. In the event that the FORKS Chief of
Police determines that a prisoner needs to be released as part of a plan to reduce
overcrowding, the FORKS Chief of Police will notify the CITY'S Chief of Police prior to
the prisoner's release.
-3-
10. Record Keepinq:
A. FORKS agrees to maintain a system of record keeping relative to the booking and
confinement of each CITY prisoner in such style and manner as equivalent to
FORKS's records pertaining to its own prisoners. FORKS shall make available,
upon request, to CITY or its authorized representatives, copies of said records.
B. FORKS also agrees to maintain, and allow CITY to inspect, records of all revenue
and expenditures pertaining to the confinement services provided for in this
agreement.
11. CITY Access to Prisoners: All CITY police officers, investigators and the prisoner's
assigned counsel shall have the right to interview the prisoners at any time inside the
confines of the FORKS jail, subject only to necessary security rules. Interview rooms
will be made available to CITY police officers in equal priority with those of any other
department.
12. Equal Treatment of CITY Prisoners: CITY and FORKS prisoners will be treated
equally for purposes of extradition, transportation, record keeping, and access to
special detention programs. During situations where jail population exceeds
maximum capacity, FORKS retains priority for the housing of FORKS prisoners.
13. Hold Harmless Aqreement: FORKS assumes full responsibility for the welfare, safety
and safekeeping of all CITY prisoners while in the custody of FORKS. FORKS agrees
to indemnify and defend CITY against and hold CITY harmless from any liability,
claims or causes of action which may arise as a result of the performance by FORKS
of its responsibilities under the terms of the Agreement.
CITY agrees to defend, indemnify and hold harmless FORKS, its officials and
employees against all demands and causes of action related to Fork's performance of
its responsibilities under this Agreement resulting from any alleged illegality or
negligence by CITY, its officials and employees, regarding any transportation of CITY
prisoners to and from FORKS facility by CITY personnel, the lawfulness of housing
any CITY prisoner in FORKS facility, including but not limited to, false arrest, unlawful
imprisonment and writs of habeas corpus proceedings, and the performance by CITY
of its responsibilities under this Agreement.
14. Duration of Aqreement: This Agreement shall be effective on , 2008, and
said Agreement shall be in effect for a period of three years. This Agreement will be
renegotiated every three years. The Agreement may be terminated upon written
notice by either party with a minimum 90 days notice. The notice shall state the
grounds for the termination and the specific plans for accommodating the affected jail
population (per RCW 70.48.090 as amended)
-4-
15. Disputes: Disputes relating to the interpretation or administration of this agreement
that cannot be resolved by the representatives designated herein shall be referred to
the FORKS Mayor and CITY Mayor or their designees for settlement.
16. Severability: If any provision of this contract shall be held invalid, the remainder of this
contract shall not be affected thereby if such remainder would then continue to serve
the purposes and objectives of both parties.
17. Modification: This Agreement may only be modified by written instrument signed by
both Parties.
18. Written Notices: All communications regarding this Agreement shall be sent to the
parties at the addresses listed below by registered or 1 st class mail, or by personal
service, and shall be deemed sufficiently given if sent to the addressee at the address
stated in this Agreement or such other address as may be hereafter specified in
writing.
CITY Address
FORKS Address
19. Choice of Law and Venue: This Agreement shall be interpreted according to the laws
of the State of Washington. Any judicial action to resolve disputes arising out of this
Agreement shall be brought in Kitsap County Superior Court.
20. Filing of Agreement: Prior to its entry into force, this agreement shall be filed with the
Kitsap County Auditor or listed by subject on the CITY'S website.
DATED this _ day of
2008.
DATED this _ day of
2008.
City Of Forks
City of Bremerton
Mayor
Mayor
Chief of Police
Chief of Police
APPROVED AS TO FORM:
APPROVED AS TO FORM:
City Attorney
City Attorney
-)-
DA TE SUBMITTED: April 2, 2008
BILL #
08-100
5~
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
........................................................................................
SUBJECT: Washington Traffic Safety
Commission Grant for Motorcycles
Committee Meeting Date:
COUNCIL MEETING Date:
Department:
Presenter:
Phone:
April 23, 2008
May 7, 2008
Police
Chief Rogers
473-5224
SUMMARY: The Washington Traffic Safety Commission grant provides funding ($45,090.40) to purchase two
motorcycles that will be used to reduce traffic-related collisions, injuries and deaths. To meet in-kind match requirements,
the Department will employ directed patrols in school zone enforcement.
ATTACHMENTS: Award Letter
FISCAL IMP ACTS (Include Budgeted Amount): The City will receive $45,090.40. Included in the grant funds is a
five year prepaid maintenance agreement that cost $3,225.09 for each motorcycle. Also, for each motorcycle, the
Department will deposit $4,200.00 peryear for the next five years in the Equipment Rental and Reserve Fund. The
expenditures will be included in the 2009 proposed budget
COMMITTEE CHAIR
COUNCIL PRESIDENT:
/
~
. ' '~-.- .. '
. p
t/
_::~
APPROVALS:
DEPARTMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MAYOR:
:>
CONSENT AGENDA
GENERAL BUSINESS 0
PUBLIC HEARING 0
RECOMMENDED MOTION: Move to approve and accept this Washington Traffic Safety Commission
Grant for $45,090.40 and authorize the Mayor to finalize and execute the grant with substantially the same
terms and conditions as presented.
COUNCIL ACTION: 0 Approve 0 Deny 0 Table 0 Continue 0 No Action
"
l'age I ot L
Peter Fisher
From: Drake, Lynn (WTSC) [ldrake@WTSC.WAGOV]
Sent: Monday, April 07,2008 1 :01 PM
To: Peter Fisher
Subject: Bremerton PD 2MC 3.13.08
Attachments: image001.png; image003.png
1.1~'~ ft {}~ 1.\ \\l~i".....(. If. J;\.
\. '\ \. ~ i .~ ~ ' c ; r t ") > 1 T F::\ r r j ( 'j,~ ,''\ 1'- L r >' { !,r) J\.l.\ 1 f I,~.~ ~~ f ( )!,
it':51t..., f i'lt'r,"! \( f-\'C.\,'~ ,it.!~liJ'" fd;"in!;I,~. ~~.'"!':';:'f,f;',,,)nn ',',':::,;..! ;;dJ;., .;(.U, ..; :.f!jft'
March 13, 2008
Lt. Peter Fisher
Bremerton Police Department
1025 Burwell Street
Bremerton, WA 98337
RE: School Zone Funds/ (2) Motorcycles
Dear Lt. Fisher:
Thank you for your grant request to purchase (2) Motorcycles to support school zone enforcement. Your
request for funding has been approved not to exceed
$45,090.40. It is understood this equipment's primary use will be dedicated towards school zone enforcement
and other traffic improvement programs.
WTSC recommends that the Bremerton Police Department abide by industry standards when purchasing
equipment with WTSC funding. WTSC is not liable for any cause action that arises from any equipment
purchases that do not meet those standards or whose use does not confirm with its intended purpose.
All equipment must be purchased, delivered and submitted for reimbursement on a stat~ A-19
reimbursement claim form within 60 days from grant approval. I have detailed the order/ reimbursement
procedure below:
1. Your agency must order the item(s) granted and be billed for the equipment
2. Upon receipt of the vendor billing, your agency must submit for the reimbursement using the
enclosed Invoice Voucher, A-19-1A Form. Submit the voucher and duplicate copy of your vendor-
billing invoice to WTSC for reimbursement. Please note that we cannot accept a FAX. We must
have your agency identified as the Claimant, a Federal Tax ID Number and original signature of
4/7/2008
page 1. ot L
the agency head, command officer or contracting officer on the A-19 form.
3. Upon receipt of the above, your agency / jurisdiction will be reimbursed.
Disputes arising from the agreement shall be resolved by a panel consisting of one representative of the
Washington Traffic Safety Commission, one representative from your agency and a mutually agreed upon third
party. The dispute panel shall there after decide the dispute with the majority prevailing.
Either party may terminate this agreement upon (30) day's written notice to the other party. In the event of
termination of this agreement, the terminating party shall be liable for the performance render prior to the
effective date of termination.
If you cannot meet this deadline or you have any questions or concerns, please feel free to contact me; my
direct line is 360.664.8426 and email isbjones@wtsc.wa.gov.Itis a pleasure to work with you to improve
school zone and traffic safety.
Sincerely,
- .
J ...
/-:~~/:~'.':':9?::~>~' -
(~//
Brian Jones
Program Director
Electronic Approval
B. Jones: A. Jones
417/2008
DA1T StJf3M!TTED: 4-908
lJilL #:
____?!5!.-:iQ.7
Sit
/\G/ENilJlA, BUiLL
CITY OF BREMERTON
CITY COUNCIL
GC~Ba~B~a~a~a~Gam6D~g~CmBmemnmOaaG~m~o~mrnammm~amm~OB~ammmmmmmm~DmmQS~m~amaIDa~a~~Demmm~au
SUBJECT: Authorize the purchase of Self
Containt:d Breathing Apparatuses and
accessories from SeaWestem, Inc. using the
IntcrIocal Purchasing Agreement with
Whatcom Fire District #6.
Committee Meeting Date: 4-23-08
COUNCIL MEETING Date: 5-7-08
Depmiment: Fire
Presenter: Al Duke, Fire Chief
Phone: 473-5380
SUMMARY: The Fire Depmiment would like to replace all of its fOliy-four (44) Self Contained
Breathing Apparatuses that were refurbished in 2000. Whatcom Fire District #6 went out to bid in
February of 2008. On April 16, 2008 the City of Bremerton authorized the Interlocal Cooperative
Purchasing Agreement with Whatcom Fire District #6. The total cost of purchase is $265,840.23.
ATTACHMENTS: Quotation from SeaWestem, Inc.
FISCAL IMPACTS (Include Budgeted Amount): $265,840.23 which is already budgeted in the Fire
Department budget.
APPROVALS:
DEPARTMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MA YOR:
--
~~
-----
~--
COMMITTEE CHAIR
COUNCIL PRESIDENT:
~
// /
~.' -, - fP ·
t/
CONSENT AGENDA
GENERAL BUSINESS 0
PUBLIC HEARING 0
RECOMMENDED MOTION: Move to authorize the Fire Chief to proceed with the purchase of
Sdf Contained Breathing Apparatuses and accessories from Sea Westem, Inc.
(,OUNCH~ A,CnO!\i: [] A.pprove [J Deny 0 Table
o Continue 0 Nn Action
To:
Attn:
~Il
-.-.-,.
FIRE F!(;IITli\(; EQUiD'MU\T
Phone 425-821-5858 Fax 425-823-0636 Toll Free 1-800-327-5312
wwvv.semvestern.com / Email: info@seawestern.com
QUOTATION
Bremerton Fire Department
911 Park Avenue
Bremerton, W A 98337
Chief Al Duke
Date:
4/8/2008
tern Qty Description Unit Price Extension
1 44 MSA M7 FireHawk 2007 COMPLIANT SCBA Package: $4,304.82 $189,412.08
Includes M7 Carrier and Harness with Lumbar Pad,Chest Strap,
Double Pull Waist Belt, CBRN FireHawk MMR, Stealth Carbon
45 Minute Cylinder, UltraElite facepiece with Nosecup and
Speed-on Headnet, M7 Head-up Display Receiver
Universal Rescue Fitting attached to Alarm Housing,
M7 Integrated PASS Device, with Heat Sensor
NFPA 1981, 2007 Edition,
One Spare 45 minute Stealth Carbon Wrapped Cylinder
2 8 Additional UltraElite Facepiece $299.00 $2,392.00
3 44 Shoulder Mounted Quick Fill Block $40.00 $1,760.00
Sub-Total: $193,564.08
OPTIONAL EQUIPMENT AVAILABLE
4 4 Hard Carrying Case $99.00 $396.00
5 52 Clear Command Amplifier System $299.00 $15,548.00
6 4 Sea Western Rapid Intervention Pack $3,570.00 $14,280.00
7 3 MSA APR Adapter for FireHawk, P100 HEPA Filter Cartridges $167.00 $501.00
8 44 M7 PASS Accountability System, upcharge from standard PASS $375.00 $16,500.00
9 1 M7 PASS Accountability System Receiving Kit $1,000.00 $1,000.00
10 50 ZICO 1060 Cylinder bracket with retaining strap $46.50 $2.325.00
$50,550.00
Sub- Total $244,114.08
Washington State Sales Tax (8.9%) $21.726.15
Grand Total $265,840.23
~~~
FOB: Bremerton WA
Delivery: 60-90 days.
....~,......~~""-'--"""-=:,~..."""""'-"",-,-
Ten11.s: Net 30 Days
By: Greg Morris
Sea Western Inc.
DATE SUBMITTED:
BILL #
C)8--lo8
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
51
...........................8............................................................
SUBJECT:
Shelter Plus Care Program Annual renewal
contract with Agape Unlimited, Project
Sponsor
Committee Meeting Date: .4/9/290S'- ...., I L. '> J ]0;) ~
COUNCIL MEETING Date: 5/712008
Department: DCD - HUP Programs
Presenter: Phedra Elliott
Phone: 473-5211
SUMMARY: Since 1996, the City of Brcmerton has acted as a pass-through agent for the Shelter Plus
Care program administlyed locally by Agape Unlimited. Funded by the McKinney- Vento Act and
administered by the Departm(''l1t of Housing and Urban Development, Shelter Plus Care funds provide
rental assistance for homeless individuals and families affected by mental illness, chemical dependency, or
both. Participants receive assistance and counseling until they reach self sufficiency, which averages about
two years.
The City's contract with Agape is renewed annually, as is the City's Shelter + Care contract with
HUD. The City and Agape have received "renewal" status with HUD; therefore the annual application
submitted is not awarded on a competitive basis but rather renewed provided performance criteria are
met. Staff is requesting Council approval to renew the City's contract with Agape Unlimited.
ATTACHMENTS: Contract between the City of Bremerton and Agape Unlimited
FISCAL IMPACTS (Include Budgeted Amount): Pass-thru funding of $173,592.00 from the
Department of Housing and Urban Development to Agape Unlimited, Project Sponsor.
APPROVALS:
DEP ARTMENT DIRECTOR: (,.
CITY ATTORNEY:
FINANCE DIRECTOR:
MA YOR:
;j~~
c;-- , ,!CONSENT AGENDA ~ I
V---- I GENERAL BUSINESS g I
PUBLIC HEARING Qj
.---"--- .
,/' .I ..........
COMMITTEE CHAIIy/ ,,'"
COUNCIL PRESIDE~Iv//
RECOMMENDED MOTION: Move to approve the 2008 Service Agreement between the City of
Bremerton and Agape Unlimited and authorize the Mayor to finalize and execute the contract in
substantially the same tonn.
COUNCIL ACTION: 0 Approve 0 Deny 0 Table
o Continue 0 No Action
DEPARTMENT OF
COMMUNITY DEVELOPMENT
lr
i- ::1
f ~
r_~~~~1~~~..~j
:';';"'-:~~"""""';~;':';'--:":"':";:'~.-;.~H~:.k"'''1''::';';';';'''';;''':'4.e.:.;;',~_..;t.~~~<-,' ';.~~,:.:..^:-:;;::J.:':"
MEMORANDUM
To: City Council
From: Phedra Elliott, CDBG/HOME Programs
Date: . April 23, 2008
Re: Shelter Plus Care Annual Renewal Contract
Summary - Shelter Plus Care:
Since 1996, the City of Bremerton has acted as a pass-through agent for the Shelter Plus Care program
administered locally by Agape Unlimited. Funded by the McKinney-Vento Act and administered by the
Department of Housing and Urban Development, Shelter Plus Care funds provide rental assistance for homeless
individuals and families affected by mental illness, chemical dependency, or both. Participants receive
assistance and counseling until they reach self sufficiency, which averages about two years.
The City's contract with Agape is renewed annually, as is the City's Shelter Plus Care contract with HUD. The
City and Agape have received "renewal" status with HUD; therefore the annual application submitted is not
awarded on a competitive basis but rather renewed provided performance criteria are met. Staff is requesting
Council approval to renew the City's contract with Agape Unlimited. The 2008 Shelter Plus Care contract
renewal amount is $173,592.
About Agape:
· Provides housing and assistance to 40 homeless adults and 17 homeless children
· All are substance abusers and 20% also suffer from mental illness
. Operate 2 group homes for men and women
· Participants attend required individual and group therapy
· Receive job support and tra'ining
. Financial Literacy Skills
· Partner with other social service agencies in the county
1
AGENCY SERVICE AGREEMENT
Shelter Plus Care Grant
AN AGREEMENT, by and between the City of Bremerton hereinafter refelTed
to as "City" and Agape, hereinafter referred to as "Agency" by which the Agency agrees
to carry out specific activities under the City of Bremerton's Shelter Plus Care Grant
Program and establishing certain other terms and conditions of operation.
IT IS MUTUALLY AGREED AS FOLLOWS:
ARTICLE I. PROJECT
1. SCOPE OF SERVICES
The City, as recipient of a Shelter Plus Care Grant from the United States
Department of Housing and Urban Development (HUD), hereby designates the Agency
to undertake, and the Agency hereby agrees to undertake the activities specifically
described in the applications and management procedures/plan and summarized below:
Agency will provide affordable housing and a full range of services to homeless
individuals who have chronic alcohol and drug problems. The continuum of housing
linked to,appropriate social services is designed to promote self-sufficiency and clean and
sober living by providing gradually increasing levels of responsibility and independence
based on personal progress in meeting recovery goals. Project based assistance will be
provided with in accordance with grant number W AO 1 C60 1032, to the City, to be
renewed on July 1, 2008 and executed on May 3, 2008. Tenant Based Assistance will be
provided in accordance with grant number WAOIC60103 1, to the City, renewed
February 1, 2008, executed on May 3, 2008. The corresponding Sponsor Based
application will be provided in accordance with grant number WAD 1 C60 1 030 to the City,
renewed on February 1, 2008 and executed on May 3, 2008.
The Management Procedures/Plan (Attachment 1) outlines the management of the three
programs.
2. TERM OF AGREEMENT
The term of this Agreement is April 1, 2008 through January 31, 2009,
determined by the specific grant, but may be extended pursuant to an amendment to this
Agreement as authorized in Article IV.8, or should additional time for auditing this
project be required, in accordance with law, this Agreement shall be deemed
automatically extended until such time as the said audit shall be completed. In any event,
the tenn of this A!,'feement shall cover the period that the Agency has control over
Shelter Plus Care funds.
3. PROGRAM REPORTING
The Agency shall submit such repOlis as required by the City to meet its local
obligations and its obligation to the Department of Housing and Urban Development.
The City will prescribe the report fonnat, as well as the time and location for submission
of such reports. Required reports include but are not limited to the following:
(A) Semi-Annual Performance Reports which shall include all information required
by HUD in the final Annual Performance Report.
(B) Annual Housing Quality inspections and rent reasonableness studies.
ARTICLE II. FINANCIAL CONDITIONS
1. BUDGET AND COMPENSATION
The City shall reimburse the Agency its allowable costs for the services identified
in this Agreement not to exceed $ 34,392.00 (Thirty four thousand three hundred
ninety two dollars) under project based assistance contract W AOl C70 1031, $95,820.00
(Ninety five thousand eight hundred twenty dollars) under sponsor based assistance
contract WAOIC701032 and $43,380.00 (Forty three thousand three hundred eighty
dollars) under tenant based contract W AOIC701030 upon presentation of properly
executed monthly invoices in a form approved by the City.
Such reimbursement shall constitute full and complete payment by the City under
this Agreement. Allowable costs shall mean those necessary and proper costs identified
in the Agency's application and approved by the City unless any or all such costs are
disallowed by the State of Washington or the United States.
2. DOCUMENTATION OF COSTS AND OTHER FINANCIAL REPORTING
All costs shall be supported by documentation, as evidence of the nature and
propriety of the charges. All accounting documents pertaining in whole or in part to this
Agreement shall be clearly identified and readily accessible, and upon reasonable notice,
the City and United States shall have the right to audit the records of the Agency as they
relate to the work. The Agency shall also:
(A) Maintain an effective system of internal fiscal control and accountability for all
Shelter Plus Care funds, and make sure the same are used solely for authorized
purposes.
(8) Keep a continuing record of all disbursements by date; check number, amount,
vendor, description of items purchased and line item from which money was
expended, as retlected in the Agency's accounting records.
(C) Maintain financial records for a period of five (5) years after receipt of final
monitoring letter from the City provided that the Annual State audit (which
includes the Shelter Plus Care Program) has been completed.
(D) Permit inspection and audit of its records with respect to all matters authorized by
this Agreement by representatives of the City the State Auditor or the United
States at any time during normal business hours and as often as necessary.
(E) Inform the City concerning any funds allocated to the Agency that the Agency
anticipates will not be expended during the Agreement period, and permit
reassignment of the same by the City to other agencies.
(F) Repay to the City any funds in its possession at the time of termination of this
Agreement that may be due to the City or the United States.
3. REIMBURSEMENT
The City shall reimburse the Agency only for actual incurred costs upon
presentation of a properly executed invoice in a form approved by the City. Only those
allowable costs directly related to the Agency's application, shall be paid consistent with
Article II paragraph 2.
,
In the event the City or United States determines any funds were expended by the
Agency for unauthorized or ineligible purposes or the expenditures constitute disallowed
costs in any other way, the City or United States may order repayment of the same. The
Agency shall remit the disallowed amount to the City within thirty (30) days of written
notification of the disallowance.
(A) The Agency agrees that funds determined by the City to be surplus upon
completion of the Agreement will be subject to cancellation by the City.
(8) The Agency agrees that upon expiration of this Agreement, the Agency shall
transfer to the City any Shelter Plus Care funds on hand at the time of expiration
and any account receivable attributable to the use of Shelter Plus Care funds.
(C) The City shall be relieved of any obligation for payments if funds allocated to the
City cease to be available for any cause other than misfeasance of the City itself.
(D) The City reserves the right to withhold payments pending timely delivery of
program reports or documents as may be required under this Agreement.
ARTICLE III. FEDERAL CONDITIONS
1. UNIFORM ADMINISTRATIVE REQUIREMENTS
Agency shall comply with regulations set forth in 24 CFR part 582.
2. CONFLICT OF INTEREST
In addition to the contlict of interest requirements in 24 CFR part 85, no person
who is an employee, agent, consultant, officer, or elected official or appointed official of
the Agency, who exercises any function or responsibilities with respect to the program or
who are in a position to participate in a decision making process or gain inside
information with regard to such activities, may obtain a financial interest or benefit from
the activity, or have a financial interest in any contract, subcontract, or agreement with
respect to the proceeds of the shelter plus care assisted activity either for themselves or
those with whom they have business or immediate family ties, during their tenure or for
one year thereafter. Participation by homeless individuals who also are participants
under the program in policy or decision making under 24 CFR part 582.300 does not
constitute a conflict of interest.
3.
DISPLACEMENT,
ACQUISITION
RELOCATION,
AND
REAL
PROPERTY
The Agency shall comply with the requirements relating to displacement,
relocation, acquisition and replacement of housing (24 CFR part 582.335). Displacement
of persons (families, individuals, businesses, non-profit organizations and farms) as a
result of activities assisted with Shelter Plus Care funds is generally discouraged and in
all instances must receive prior written approval from the City.
4. LEAD BASED PAINT
Agency shall comply with HUD Regulations on Lead Based Paint hazards in
federally owned housing and housing receiving Federal assistance. (24 CFR Part 35)
5. DISCRIMINATION PROHIBITED
Under the activities, funded in whole or in part by Shelter Plus Care, Agency shall
comply with 24 CFR part 582.330.
ARTICLE IV: GENERAL CONDITIONS
1. COMPLIANCE WITH LAWS
The Agency, in performance of this Agreement, agrees to comply with all
applicable Federal, State and Local Laws and ordinances, and the rules and regulations
promulgated by the U.S. Department of Housing and Urban Development, including but
not limited to Shelter Plus Care Regulations and other policies and guidelines established
for the Shelter Plus Care Program regardless if the law is specifically stated in this
Agreement.
2. LICENSING AND PROGRAM STANDARDS
The Agency agrees to comply with and to obtain at its own expense, if necessary,
all applicable Federal, State, County or Municipal standards for licensing, certification
and operation of facilities and programs, and accreditation and licensing of individuals,
and any other standards or criteria as described in the Contract to assure quality of
servIces.
3. INSURANCE
The Agency shall maintain at all times a policy of comprehensive general liability
insurance providing an amount of $1,000,000.00 per occurrence, protecting the City of
Bremerton from any and all damages which may arise in connection with the services to
be provided hereunder, whether or not such damages are alleged to arise from acts or
omissions which are the sole negligence of the City, its officers, employees, and or
agents, or the combined negligence of the City and others. Such insurance shall include
the City as additional insured and shall not be reduced, or canceled without 30 days
written prior notice to the City. The Agency shall provide and maintain a current
Certificate of Insurance as evidence of the insurance required in this section.
4. INDEMNITY
The Agency agrees to defend, indemnify and save harmless the City, its appointed
and elected officers and employees, from and against any and all liability, loss, costs,
damage and expense, including costs and attorney fees in defense thereof because of
actions, claims or lawsuits for damages resulting from personal or bodily injury,
including death at any time resulting therefrom, sustained or alleged to have been
sustained by any person or persons and on account of damage to property, arising or
alleged to have arisen directly or indirectly out of or in consequence of or the
performance of this Agreement, whether such injuries to persons or damage to property is
due to the negligence of Agency, its subcontractors, agents, successor, or assigns. This
provision shall be inapplicable to the extent the City are judicially found solely negligent
for such damage or injury.
5. NOTICES
Any notices required to be given by the City to the Agency or by the Agency to
the City shall be in writing and delivered to the following parties at the following
addresses:
City:
CDBG Program Administrator
City of Bremerton
345 6th Street Suite 600
Bremerton, W A 98337
Agency:
Barbara Day Max
AGAPE
5464 Kitsap Way
Bremerton, W A 98312
6. ASSIGNMENT AND SUBCONTRACTING
The Agency shall not assign or subcontract any portion of the services provided
within the terms of this contract without obtaining prior written approval from the City.
All terms and conditions of this Contract shall apply to any approved subcontract or
assignment related to the Contract.
7. RESERVATION OF RIGHTS
Failure to insist upon strict compliance with any terms, covenants or conditions of
this Agreement shall not be deemed a waiver of such, nor shall any waiver or
relinquishment of such right or power at any time be taken to be a waiver of any other
breach.
8. AMENDMENTS TO AGREEMENT
The parties hereby further agree that this Agreement cannot be amended or
modified without the written concurrence of both parties.
9. FAILURE TO PERFORM
In the event of a failure by the Agency to comply, with any terms or conditions of
this Contract or to provide in any manner the activities or other performance as agreed to
herein, the City reserves the right to temporarily withhold all or any part of payment
pending correction of the deticiency, suspend all or part of the contract, or prohibit the
Agency from incurring additional obligations of funds until the City is satistied that
corrective action has been taken or completed. The option to withhold funds is in
addition to, and not in lieu ot: the City's right to terminate as provided in Article IV. 10 of
the General Conditions of this Agreement. The City may consider performance under
this Agreement when considering future awards.
10. TERMINATION
If the Agency fails to comply with the temlS and conditions of this Agreement,
the City may pursue such remedies as are available in accordance with 24 CFR 85.43
including but not limited to, the termination of this Agreement in the manner specified
herein.
(A) Termination for Cause - If the Agency fails to comply with the terms and
conditions of this Agreement and any ofthe following conditions exist:
(1) The lack of compliance with the provisions of this Agreement are of such
scope and nature that the City deems continuation of this Agreement to be
substantially non-beneficial to the public interest;
(2) The Agency has failed to take satisfactory corrective action as directed by
the City or its authorized representative within the time specified by same;
(3) The Agency has failed within the time specified by the City or its
authorized representative to satisfactorily substantiate its compliance with
the terms and conditions of this Agreement,
The City may terminate this Agreement in whole or in part, and thereupon shall
notify in writing the Agency of the termination, the reasons therefore, and the effective
date. The effective date shall not be prior to notification of the termination by the City to
the Agency. Costs resulting from obligations incurred by the Agency after termination of
the Agreement are not allowable unless specifically authorized in writing by the City.
(B) Termination for Convenience
The award may be terminated for convenience, in whole or in part, as follows:
(1) By the City with the consent of the Agency. The two parties shall agree
upon the termination conditions, including the effective date and in the
case of partial termination, the portion to be terminated, or
(2) By the Agency upon submitting written notification to the City. The
written notification must set forth the reasons for the termination, the
effective date, and in the case of partial termination, the portion to be
terminated, However, in the case of a proposed partial termination, the
City may terminate the award in its entirety if the City determiries that the
remaining portion will not accomplish the purpose for which the award
was made.
(C) Termination for WithdrawaL Reduction or Limitation of Funding In the event that
funding from the Federal government is withdrawn, reduced or limited in any way
after the etTective date of this contract, and prior to its normal completion, the
City may summarily terminate this Contract as to the funds reduced or limited,
notwithstanding any other tennination provision of this contract. Termination
under this Section shall be etfective upon receipt of written notice by the Agency
or its representative.
11. CLOSE-OUT
Upon termination of this Contract, in whole or in part for any reason including
completion of the project, the following provisions shall apply:
(A) Upon written request by the Agency, the City shall make or arrange for payment
to the Agency of allowable reimbursable costs not covered by previous payments;
(B) The Agency shall submit within thirty (30) days after the date of expiration of this
Agreement, all financial, performance and other reports required by this
Agreement, and in addition, will cooperate in a program audit by the City;
(C) In the event a financial audit has not been performed prior to close-out of this
Agreement, the City retains the right to withhold a just and reasonable sum from
the final payment to the Agency after fully considering the recommendation on
disallowed costs resulting from the final audit.
12. VENUE AND CHOICE OF LAW
Any action at law, suit in equity, or other judicial proceeding for the enforcement
of this Agreement or any provisions thereof shall be instituted only in the Court of the
State of Washington, County of Kitsap. It is mutually understood and agreed that this
Agreement shall be governed by the laws of the State of Washington, both as to
interpretation and performance.
13. SEVERABILITY CLAUSE
It is understood and agreed by the parties that if any part, term, or provision of
this contract is held by the courts to be illegal or in cont1ict with any law of the state
where made, the validity of the remaining portions or provisions shall not be atTected,
and the rights and obligations of the parties shall be construed and enforced as if the
Agreement did not contain the particular part, term, or provision held to be invalid.
14. INTEGRATED DOCUMENT
This Agreement with any attachments constitutes the entire agreement between
the parties and both parties acknowledge that there are no other agreements, written or
oral, that have not been fully set Jorth in the text of this Agreement.
EXECUTED this
day of
200
AGENCY:
AGAPE Unlimited
(Agency)
BY:
(Signature)
(Please Print Name and Title)
(Date)
ADMINISTRATOR SHELTER PLUS CARE PROGRAM
Administrator
Date
MAYOR, CITY OF BREMERTON
Cary Bozeman
Date
J
Approved as to form:
Bremerton City Attorney
INDEX TO SHELTER PLUS CARE AGREEMENT
Article I. Project
1. Scope of Services
2. Term of Agreement
3. Program Reporting
Article II Financial Conditions
1. Budget and Compensation
2. Documentation of Costs and Other Financial Reporting
3. Reimbursement
Article III. Federal Conditions
1. Uniform Administrative Requirements
2. Conflict of Interest
3. Displacement, Relocation, Acquisition and Replacement of Housing
4. Lead Based Paint
5. Discrimination Prohibited
Article IV General Conditions
1. Compliance with Laws
2. Licensing and Program Standards
3. Insurance
4. Indemnity
5. Notices
6. Assignment and Subcontracting
7. Reservation of Rights
8. Amendments to Agreement
9. Failure to Perform
10. Termination
11. Close-Out
12. Venue and Choice of Law
13. Severability Clause
14. Integrated Document
ATTACHMENT #1
SHELTER PLUS CARE
MANAGEMENT PROCEDURES/PLAN
Shelter Plus Care (SPC) is a U.S. Department of Housing and Urban Development
(HUD) housing grant specifically aimed at housing the disabled homeless population
while ensuring that their on-going needs are met through active case management. SPC
provides housing assistance funds and requires the agency involved to provide an equal
amount of services to the client. The client must be disabled with either, or a
combination of the following disabilities: severe mental illness, chemical dependency, or
AIDS or AIDS related illness. AGAPE, as sponsor of the SPC Program will manage the
program in accordance with the plan as described in the application and described below.
Scope of Services/History
The City of Bremerton initially submitted an application to HUD on July 6, 1993 under
the McKinney Shelter Plus Care Program for rent assistance to provide alcohol/drug free
permanent housing for 8 homeless women with children and 16 homeless men disabled
by chronic alcoholism and substance abuse. A grant in the amount of $596,400.00 was
awarded on January 5, 1995. Agape Unlimited, a state licensed non-profit alcohol and
drug treatment provider, serves as the sponsor and primary social service provider for the
project. Agape Unlimited and the City have successfully applied for renewal funds every
year since the initial award; see below for current funding levels.
Funds were awarded under three components of the Shelter Plus Care Program.
Project Based Rental Assistance (PBRA): Assistance is provided to AGAPE for units
located at 1323 and 1329 Crawford St. Participants do not retain assistance if they move.
Sponsor based Rental Assistance (SBRA): Participants reside in housing owned or leased
by Agape. Participants do not retain assistance if they move.
Tenant Based Rental Assistance (TBRA): Provides grants for rental assistance which
allows participants to choose housing of appropriate size (goes with tenant) Agape may
require participant to live in a specific structure the first year and in a specific area for the
remainder of the participation. Units are located throughout Bremerton city limits.
All three components, Project Based Rental Assistance (PBRA), Tenant Based Rental
Assistance (TBRA) and Sponsor Based Rental Assistance (SBRA) of the original grant
have been completed and must be renewed annually. The City submitted and received
f d' t4 ?008 f 11
un mg or ~ as 0 ows:
Program Amount OBR I-BR 2-BR 3-BR 4-BR 5-BR
TBRA $43,380.00 I 7
SBRA $95,820.00 6 6 2
PBRA $34,392.00 2
'--
Agape's program is composed of three stages:
. initial outreach and residential chemical dependency treatment (funded by non Shelter
Plus Care sources);
. 3-6 months of drug/alcohol tree group living with intensive treatment and job training
services; (Project Assistance)
. permanent supported housing in the community.(TBRA and SBRA)
The continuum of housing linked to appropriate social services is designed to promote
self-sufficiency and clean and sober living by providing gradually increasing levels of
responsibility and independence based on personal progress in meeting recovery goals.
The group houses, located at 1323 and 1329 Crawford St. in Bremerton, provide 18 beds
of permanent housing with cooking, cleaning, laundry and recreational facilities including
a common room and garden. The program provides a home-like, not an institutional
environment for residents. Moreover, the houses are only two blocks from the Agape
outpatient treatment facility.
The Sponsor based component is typically used both as an intermediary phase and an
alternative to group living for families. Agape has identified apartment units throughout
the community to utilize in the program.
For the Tenant based component, participants must have obtained the self-sufficiency to
maintain a unit with little assistance.
Participant Selection
Participants must be:
. Chemically dependent, participating in an outpatient treatment program
. 18 years of age or older
. homeless
. living on the street or in a homeless shelter, released (with no housing options) to the
streets from jail, in-treatment programs, and hospitals.
Priority for housing assistance will be as follows:
First Priority:
Second Priority:
Third Priority:
Individuals living on the street;
Release from the jail to the street;
Release from treatment to the street
Screening and selection process will be coordinated by AGAPE who will interview each
potential participant to determine eligibility. Persons eligible for the project will be
2
placed on a waiting list and are responsible to contact AGAPE, by telephone, at least once
every three days to indicate they are still interested in the program. Tenants are selected
from those eligible based upon their position on the waiting list (unless there are
documented extenuating circumstances)
Method for Assh!nin2 Units
Assignment of units is detelmined according to the clients' needs, including stability in
treatment, family size, level of self-sufficiency and need for on-going peer support.
Generally, all entering program participants will be required to live in the project based
houses. When residents move out, Agape will move new residents into the bedroom that
was vacated. Participants that can be accommodated by the Project Based Houses will
not be moved around the house unless a woman or man with several children requires the
larger spaces located in the lower level of the buildings. Men, including men with
children reside in one house and women, including women with children reside in the
other house. Those moving out of the Project Based Houses (and having successfully
completed stage one of their recovery program) will be placed in either a Sponsor Based
house or apartment or in a Tenant Based unit as appropriate.
Smaller sponsor based units are utilized by single individuals high in self-sufficiency.
Large units are utilized as multiple adult dwellings or as housing for parents with
dependent children. The appropriate housing unit will be determined taking into
consideration the quality, access to services, and appropriateness of the unit type.
Those moving into Tenant based assistance will locate their own housing within the City
of Bremerton. AGAPE will assure the unit meets HQS. The size and type of housing
weill be determined according to family size and need.
Participant Role in Ooerations/Mana2ement
Residents at the group houses will be responsible for regular house maintenance,
including cleaning and yard work. Group home residents will have weekly house
meetings to address both community and operations issues, and will provide input on
program evaluation. These meetings will address mutual responsibility for house chores.
All program participants will be involved in decision making and problem solving tor the
program through on-going program evaluations.
Applicant Role in Operations/Maintenance
Agape is responsible to ensure that the houses are properly maintained contract tor
necessary repairs, collect rent, provide cleaning supplies and provide yard tools. Agape
counselors assist residents to develop skills tor house maintenance, implement the chore
list, and facilitate resident meetings. Agape is responsible to ensure that sufficient
funding is available to operate and maintain the buildings properly. Agape pays all utility
3
bills, but not long distance phone costs. Agape is available in the evenings and weekends
to provide help and supervision for participants.
Participant EIi2.ibility Verification
Agape will verify eligibility and detennine Total Tenant Payment (TTP) for all
participants. The following documentation will be required to determine eligibility for
each participant:
1. Intake application
2. Certification ofhomelessness
3. Certification of disability
4. Income verification
Payment
The rent to be paid by each tenant will be calculated based on the highest of:
. 30 percent of the family's monthly adjusted income (adjustment factors include the
number of people in the family, age of family members, medical expenses, and child
care expenses); or,
. 10 percent of the family's monthly income.
Housin2. Quality Standards and Rent Reasonableness Certification
All necessary Housing Quality Standards (HQS) Inspections and Rent reasonableness
studies will be performed by Agape who will also maintain the required documentation.
Agape may enter into a contractual agreement relative to the Shelter Plus Care Program
with a landlord only after it has certified that the housing unit meets HQS and rent
reasonableness criteria.
Lead Based Paint Requirements
AGAPE will assure all units meet HUD's Lead Based Paint Requirements.
Assessment Methods
The Continuum of Care Coalition consists of local participating agencies providing
services, and Agape. The committee will meet at least monthly to share program
information on housing units, client services and record keeping requirements. The City
of Bremerton will participate in the meetings once a year.
Additionally, the Coalition will assess and make recommendations regarding:
. how effective outreach efforts were to identify initial program participants and
additional participants as space became available;
. how well coordinated the system of services is to meet the changing needs of clients;
. how efficient is the mechanism for administering rental assistance.
4
The Coalition will discuss specitic case studies to measure the clients' stability in
housing, improved functioning, the use of treatment and community services, the degree
of independence achieved, and the degree of client satisfaction with the services .
provided.
AGAPE will submit semi-annual reports to the City of Bremerton.
Request for Payment
No less than two weeks prior to the last day of each month Agape must provide
verification of rent subsidy payments required for the upcoming month. NO PAYMENT
WILL BE MADE UNLESS THIS VERIFICATION IS RECEIVED. Such verification
includes the following:
1. Documentation regarding participant eligibility as previously described;
2. HQS inspections and rent reasonableness studies as described above;
3. A signed contract between Agape and the Landlord for payment of housing
assistance;
4. A signed lease agreement for a period of no less than thirty (30) days between the
Landlord and Agape;
5. An agreement between the Landlord and the service agency regarding support
servICes.
The City of Bremerton will promptly process the payment.
Administrative Fee
The HUD Shelter Plus Care program authorizes an eight percent (8%) administrative fee
for the following activities: providing rental payments to landlords; examining family
income; providing housing information and assistance; inspecting units for HQS; and
receiving new participants into the program. An analysis indicates the City of Bremerton
provides approximately 25% of these services and AGAPE provides 75%. Therefore, 6%
of the administrative fee will be available to AGAPE and 2% to the City of Bremerton.
To assure that administrative funds are available through the life of the Shelter Plus Care
Program, the funds will be disbursed based on the amount of the monthly draw (for
example, if the monthly draw is $2,500 AGAPE will receive $150.00 and the City of
Bremerton will receive $50.00 in administrative fees). Documentation of the time spent
on the activities must be maintained by the City of Bremerton and AGAPE.
5
HousiOl:~ Assistance Payments
Rent subsidy payments will be made by Agape to the landlord(s) as appropriate
Agape will maintain a special bank account dedicated solely to Shelter Plus Care
activities. All funds received from the City of Bremerton will be placed in and disbursed
from this account.
Agape will maintain records of rent subsidy payments to landlords.
Vacancv Payments
Agape must immediately notify the City of Bremerton upon termination of tenancy so
that the City may determine allowable vacancy payments to landlord(s).
Hun Required Reportin2
AGAPE will provide the data to the City of Bremerton for the HUn annual report.
6
DATE SUBMITTED: 4/16/08
BILL # og - /0 q
______1
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
5~
.........................................................................8.............,
SUBJECT: Professional Services
Agreement with MAKERS Architecture for
the Manette Sub Area Plan
Committee Meeting Date: April 23, 200S
COUNCIL MEETING Date: May 7, 200S
Department: DCD
Presenter: Andrea Spencer
Phone: 473-5283
SUMMARY: The Department of Community Development has selected Makers Architecture to
develop a sub area plan for the Manette Neighborhood. The plan will include public outreach,
development of form~based zoning code and standards, and development of streetscape standards.
ATTACHMENTS: I) Professional Services Contract with MAKERS Architecture and Exhibits; 2)
Makers Architecture Proposal document
FISCAL IMPACTS (Include Budgeted Amount): Total contract amount not to exceed $50,000.
The 2008 Budget for DCD contains adequate professional services dollars for this contract.
COMMITTEE CHAIR
COUNCIL PRESIDENT:
CONSENT AGENDA 1
GENERAL BUSINESS I
PUBLIC HEARING __oj
APPROV ALS:
DEP ARTMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MAYOR:
RECOMMENDED MOTION: Move to approve the Professional Services Agreement with Makers
Architecture to create the Manette Sub Area Plan and authorize the Mayor to finalize and execute thc
contract in substantially the same fonn as presented.
COUNCIL ACTION: D Approve D Deny D Table
D Continue D No Action
PROFESSIONAL SERVICES AGREEMENT
The City of Bremerton ("City") and MAKERS Architecture ("Consultant"), referred to
collectively as the "Parties," enter into the following Agreement for professional services:
I. Scope: The Consultant agrees to perform the services more specifically described in the
Scope of Work, dated April 4th, 2008, including any attachments thereto , attached hereto as
Exhibit A, which is incorporated by reference herein. The Scope of Work may be modified only
pursuant to Section VILG. of this Agreement. If the Scope of Work provides for unspecified
additional services such services shall only be performed upon the express written request of the
City. Consultant further represents that the services furnished under this Agreement will be
performed in accordance with generally accepted professional practices in effect at the time such
services are performed.
II. Term: The City and the Consultant agree that work will begin on the tasks described in
Exhibit A immediately upon execution of this Agreement. The parties agree that the work
described in Exhibit A is to be completed as provided for in the work schedule attached hereto as
Exhibit B; provided however, that additional time shall be granted by the City for excusable
delays or extra work as provided for in section IX (A) ofthis agreement.
III. Compensation: In consideration of the services provided pursuant to this Agreement, the
City shall pay Consultant in an amount not to exceed $50,000. Consultant's charges and bills
shall conform to the fee schedule attached hereto as Exhibit C and incorporated herein by this
reference.
The Consultant shall submit regular billing statements detailing work performed and
amount charged on each task or portion thereof. The descriptions shall conform to and fall
within the categories set out in the Scope of Work and/or Fee Schedule. Upon receipt of a
conforming billing statement, the City shall promptly process payment. PROVIDED,
HOWEVER, the City reserves the right to prioritize scoped work and accelerate and/or delay
work tasks under the time frame set forth in Section II herein. The Consultant's labor rates and
billing fees shall be as delineated in Exhibit C.
Consultant shall not perform work beyond the Scope of Work, nor shall be compensated
for such work, unless the Scope of Work or amount of compensation is modified pursuant to this
Agreement. Consultant shall only be compensated for additional services if requested pursuant
to Section I and, if not otherwise provided, such compensation shall be in accordance with
Exhibit C.
If a billing statement does not conform to this Agreement, the City may withhold
payment until the statement is brought into compliance. Such withholding does not relieve
Consultant of its obligations under this Agreement.
IV. Relationship of Parties: Consultant represents that it is skilled in the matters addressed
in the Scope of Work and is performing independent functions and responsibilities within its
BremertonlMAKERS Architecture
Manette Sub Area Plan
Page 1 of6
field of expertise. Consultant and its personnel are independent Consultants and not employees
of the City. Consultant and its personnel have no authority to bind the City or to control the
City's employees and other Consultants. None of the benefits provided by the City to its
employees, including, but not limited to, compensation, insurance, and unemployment insurance
are available from the City to the employees, agents, representatives, or sub-Consultants of the
Consultant. Consultant will be solely and entirely responsible for its acts and for the acts of
Consultant's agents, employees, representatives and sub-Consultants during the performance of
this Agreement. The City may, during the term of this Agreement, engage other independent
Consultants to perform the same or similar work.
, As an independent Consultant, Consultant is responsible for its own management. The
City's administration and enforcement of this Agreement shall not be deemed an exercise of
managerial control over Consultant or its personnel.
As an independent Consultant, Consultant is responsible for payment of all taxes and
licensing fees necessary to perform its obligations under this Agreement. These taxes and fees
include but are not limited to State industrial insurance, Business & Occupation, State
professional licensing, and City business licensing. If any taxes or fees due the City have been
declared delinquent, the City may withhold the delinquent amount, plus any additional charges
arising from the delinquency, from any payments due Consultant.
V. Indemnification: Consultant shall defend, indemnify and hold the City, its officers,
officials, employees, agents and volunteers harmless from any and all claims, injuries, damages,
losses or suits, including all legal costs and attorney fees, arising out of or in connection with the
performance of this Agreement, except for that portion of the injuries and damages caused by the
City's sole negligence.
"
The City's review or acceptance of any of the work when completed shall not be grounds
to avoid any of these covenants of indemnification.
Should a court of competent jurisdiction determine that this Agreement is subject to
RCW 4.24.115, then, in the event of liability for damages arising out of bodily injury to persons
or damages to property caused by or resulting from the concurrent negligence of the Consultant
and the City, its officers, officials, employees, agents and volunteers, the Consultant's liability
hereunder shall be only to the extent of the Consultant's negligence.
IT IS FURTHER SPECIFICALLY AND EXPRESSLY UNDERSTOOD THAT THE
INDEMNIFICATION PROVIDED HEREIN CONSTITUTES THE CONSULTANT'S
WAIVER OF IMMUNITY UNDER INDUSTRIAL INSURANCE, TITLE 51 RCW, SOLELY
FOR THE PURPOSES OF THIS INDEMNIFICATION. THE PARTIES FURTHER
ACKNOWLEDGE THAT THEY HAVE MUTUALLY NEGOTIATED THIS WAIVER.
The provisions of this section shall survive the expiration or termination of this Agreement.
VI. Insurance: The Consultant shall procure and maintain for the duration of the Agreement,
insurance against claims for injuries to persons or damage to property which may arise from or in
Bremerton/MAKERS Architecture
Manette Sub Area Plan
Page 2 of6
connection with the performance of the work hereunder by the Consultant, its agents,
representatives, employees, sub-consultants or sub-Consultants.
Before beginning work on the project described in this Agreement, the Consultant shall
provide a Certificate of Insurance evidencing:
1. Automobile Liability insurance with limits no less than $1,000,000 combined single
limit per accident for bodily injury and property damage; and
2. Commercial General Liability insurance written on an occurrence basis with limits no
less than $1,000,000 combined single limit per occurrence and general aggregate for
personal injury, bodily injury and property damage. Coverage shall include but not be
limited to: blanket contractual; products/completed operationslbroad form property
damage; explosion, collapse and underground (XCD) if applicable; and employer's
liability; and
3. Excess Liabilitv insurance with limits not less than 1,000,000 limit per occurrence and
aggregate.
4. Professional Liabilitv insurance with limits no less than $1,000,000 limit per
occurrence/claim.
Any payment of deductible or self insured retention shall be the sole responsibility of the
Consultant.
All required policies shall be provided on an "occurrence" basis except professional
liability insurance (if required), which may be provided on a "claims-made" basis.
The City shall be named as an additional insured on the Commercial General Liability
insurance policy, as respects work performed by or on behalf of the Consultant and a copy of an
endorsement that is acceptable to the City, which names the City as an additional insured shall be
attached to the Certificate of Insurance. The City reserves the right to receive a certified copy of
all the required insurance policies and endorsements. The City further reserves the right to reject
any unacceptable policies and/or endorsements.
The Consultant's Commercial General Liability insurance shall contain a clause stating
that coverage shall apply separately to each insured against whom claim is made or suit is
brought, except with respects to the limits of the insurer's liability.
The Consultant's insurance shall be primary insurance as respects the City and the City
shall be given thirty (30) days prior written notice by certified mail, return receipt requested, of
any cancellation, suspension or material change in coverage.
The City also reserves its unqualified right to require at any time and for any reason,
proof of coverage in the form of a duplicate of the insurance policy with all endorsements as
evidence of coverage.
VII. General Conditions:
BremertonIMAKERS Architecture
Manette Sub Area Plan
Page 3 of6
A. Reports and Information: When requested by the City, Consultant shall furnish
periodic reports and documents on matters covered by this Agreement. The reports and
documents shall be furnished in the time and form requested. Consultant shall maintain
accounting records in accordance with Generally Accepted Accounting Principles (GAAP) to
substantiate all billed amounts.
B. Ownership and Use of Records and Documents: Original documents, drawings,
designs and reports, including those in electronic format, developed under this Agreement are the
property of the City. All written information submitted by the City to the Consultant in
connection with the services performed by the Consultant under this Agreement will be
safeguarded by the Consultant to at least the same extent as the Consultant safeguards like
information relating to its own business. If such information is publicly available or is already in
Consultant's possession or known to it, or is rightfully obtained by the Consultant from third
parties, Consultant shall bear no responsibility for its disclosure, inadvertent or otherwise.
All data, documents and files created by Consultant under this Agreement may be stored
at Consultant's office in Seattle, Washington. Consultant shall make such data, documents, and
files available to the City upon its request at all reasonable times for the purpose of editing,
modifying and updating as necessary until such time as the City is capable of storing such
information in the City's offices. Duplicate copies of this information shall be provided to the
City upon its request, and at reasonable cost.
All documents, including all reports, drawings, specifications, computer software or other
items prepared or furnished by Consultant pursuant to this Agreement, are instruments of service
with respect to the project and are the property of the City. Any reuse by the City for other than
the specific purpose intended will be at City's sole risk.
C. Work Performed at Consultant's Risk: Consultant shall take all precautions necessary
and shall be responsible for the safety of its employees, agents, and sub-consultants in the
performance of the work hereunder and shall utilize all protection necessary for that purpose.
All work shall be done at Consultant's own risk, and Consultant shall be responsible for any loss
of or damage to materials, tools, or other articles used or held for use in connection with the
work.
D. Place of Work: The Consultant shall perform the work authorized under this
Agreement at its offices in Seattle1 Washington. Meetings with the City staff as described in
Bxhibit A, Scope of Work, shall take place at the City's offices, or at locations mutually agreed
upon by the parties.
E. Entire Agreement: This Agreement and its Exhibits constitutes the entire agreement
between the Parties, and the Parties acknowledge that there are no other agreements, written or
oral, that have not been set forth in the text of this Agreement.
F. Severability: Should any part of this Agreement be found void, the balance of the
Agreement shall remain in full force and effect.
BremertonIMAKERS Architecture
Manette Sub Area Plan
Page 4 of6
G. Modification: This Agreement may only be modified by written instrument signed by
both Parties.
H. Written Notices: All communications regarding this Agreement shall be sent to the
parties at the addresses listed below by registered or 1st class mail, or by personal service, and
shall be deemed sufficiently given if sent to the addressee at the address stated in this Agreement
or such other address as may be hereafter specified in writing.
City Address
City of Bremerton
Attn: Andrea Spencer
345 6th Street, Suite 600
Bremerton, W A 98337
Consultant Address
MAKERS Architecture
Attn: John Owen
1425 Fourth Avenue, Suite 901
Seattle, W A 98101
I. Waiver: Failure to enforce any provision of this Agreement shall not be deemed a
waiver of that provision. Waiver of any right or power arising out of this Agreement shall not be
deemed waiver of any other right or power.
1. Non-Waiver of Breach: The failure of the City to insist upon strict performance of any
of the covenants and agreements contained herein, or to exercise any option herein conferred in
one or more instances shall not be construed to be a waiver or relinquishment of said covenants,
agreements or options, and the same shall be and remain in full force and effect.
K. Compliance with Laws: Consultant shall comply with all applicable Federal, State,
and local laws in performing its obligations under this Agreement.
L. Choice of Law and Venue: This Agreement shall be interpreted according to the laws
of the State of Washington. Any judicial action to resolve disputes arising out of this Agreement
shall be brought in Kitsap County Superior Court.
M. Attorneys' Fees: In the event of litigation to enforce any of the terms or provisions
herein, each party shall pay all its own costs and attorney's fees.
N. Assignment: Any assignment of this agreement by the Contractor without the written
consent of the City shall be void.
VIII. Nondiscrimination: Consultant shall not discriminate in employment or services to the
public on the basis of race, color, national origin, sex, religion, age, marital status, disability, or
sexual orientation except for employment actions based on bona fide occupational qualification.
IX. Termination: This Agreement shall remain in force until completion and acceptance of
the services, terminated by written instrument upon mutual consent, or by the City of Bremerton
for convenience. This Agreement may be immediately terminated for cause by a Party if the
other Party substantially fails to perform through no fault of the terminating Party, and the non-
performing Party does not commence correction of the failure of performance within thirty (30)
Bremerton/MAKERS Architecture
Manette Sub Area Plan
Page 5 of6
days of the terminating Party's sending notice to the non-performing Party. Any Notice by
Consultant shall include a report showing the status of all items listed in the Scope of Work
current through the termination date.
If the City receives reimbursement by any federal, state, or other source for work described in
Section I herein, and that funding is withdrawn, reduced or limited in any way, or the project is
cancelled or substantially reduced after the execution date of this Agreement and prior to the
completion of the work, the City may summarily terminate this Agreement.
A. Excusable Delays: The right of Consultant to proceed shall not be terminated nor shall
Consultant be charged with liquidated damages for any delays in the completion of the work due
to: 1) any acts of the federal government in controlling, restricting, or requisitioning materials,
equipment, tools, or labor by reason of war, national defense, or other national emergency; 2)
any acts of the City, its consultants, or other public agencies causing such delay; and 3) causes
not reasonably foreseeable by the parties at the time of the execution of the Agreement that are
beyond the control and without the fault or negligence of the Consultant, including, but not
restricted to, acts of God, fires, floods, strikes, or weather of unusual severity. PROVIDED,
HOWEVER, that the Consultant must promptly notify the City within ten (10) calendar days in
writing of the cause of the delay. If, on the basis of the facts and the terms of this Agreement,
the delay is properly excusable, the City shall, in writing, extend the time for completing the
work for a period of time commensurate with the period of excusable delay.
B. Rights Upon Termination: In the event of termination, the City shall pay for all
services performed by the Consultant to the effective date of termination, as described on a final
invoice submitted to the City. After termination, the City may take possession of all records and
data within the Consultant's possession pertaining to this project which may be used by the City
without restriction. Any such use not related to the proj ect which Consultant was contracted to
perform shall be without liability or legal exposure to the Consultant.
CITY OF BREMERTON
MAKERS ARCHITECTURE
By:
its:
Date:
By:
its:
Date:
Approved as to form:
Attest:
Bremerton City Attorney
City Clerk
R:\LEGAL\Contracts\FORMS\Professional Services Agreement Form (2003).doc
Bremerton/MAKERS Architecture
Manette Sub Area Plan
Page 6 of6
Exhibit A
Scope of Work Detail
City of Bremerton Manette Neighborhood Center Sub Area Plan
Makers Architecture 4-4-08
1. Research and Information gathering. Meet with City staff (including staff
from applicable departments) to discuss project and scope, time line and
communication. Discuss the formation of a working group or committee of
representative stakeholders to advise on the project and assist with outreach and
communication. Receive base mapping and planning materials from staff.
Conduct further research and prepare base maps and materials for planning work
and public input. Conduct field inventory of current physical conditions. Assess
circulation and parking issues from observation and existing information.
. Product: Base maps and descriptions of current conditions and assumptions
2. Public Consultation
Public (3 mtgs.) The consultant will prepare for and conduct three public
meetings (work sessions). City will publicize project and public involvement
events and make meeting arrangements. The intent and general type of activities
at each meeting is described below
. Public Work Session #1. At the first public work session, MAKERS will present
findings of the inventory. The team will then engage participants in exercises to
identify design and community development goals, preferred images, and ideas to
explore in next phases. The work session will be a highly interactive, with exercises
to draw out participants' ideas and preferences; including, as appropriate, visual
preference, visioning, and mapping exercises to develop a picture of participants'
goals and values for the area. The work session will address issues of community
character and physical setting.
. Product: Results of Work Session 1: goal and objective statements, and ideas for
generating alternatives
. Public Work Session #2. This session will be held to evaluate the alternatives and
identify preferred approach to the subarea development planning. MAKERS will
present a brief slide show describing the conditions, assumptions and issues in the
downtown and illustrating the alternatives. The team will then conduct a set of
exercises to evaluate the alternatives and identify the preferred characteristics of the
mixed use business core and surrounding neighborhood. At the end of the work
session, the team will attempt to summarize the input from the exercises and
determine what consensus can be reached.
. Product: completed materials for the public work session & results of the public
work session
. Public Work Session #3. After review by staff, conduct a third public work session
to review the draft and take comments. The session might be in an open-house
format that would allow participants to meet individually with team members. There
will also be a presentation and a means for participants to discuss the proposal.
MAKERS architecture and urban design
Page 1
SoW- Exhibit 'A' - 4/15/08
. Product: Results from the work session;
. Stakeholders & Developers Forum (4 mtgs.) The consultant will work with a
group of stakeholders who will provide input and communication with the
stakeholder groups they represent. If desirable, the consultant will meet with City
and agency staff prior to stakeholder meetings. The four meetings will address
the general topics described below.
Stakeholder meeting #1. Meet with City staff and stake hold~s committee to
formulate alternatives based on differing levels of development or other parameter
that the community wishes to be explored. MAKERS will conduct the work
session like a brief charrette to look specifically at different issues in the subarea
such as concepts for the waterfront, infill housing, circulation and parking
options, commercial area growth and business district/residential neighborhood
edge conditions.
. Product: Sketch alternatives based on different in and around the center,
Stakeholder meeting #2. Meet with staff and stakeholders committee to review
the work session results and determine a preferred course of action regarding
zoning, form-based standards and infrastructure. Sketch up a preferred concept.
. Product: Sketch of preferred concept with land uses, physical character and
infrastructure identified
Stakeholder meeting #3. Meet with staff and committee members to review
work session comments and address final considerations in preparing a proposal
to City Council
Development Forum. The consultant will prepare for and conduct a
developer's forum in which participants will respond to questions related to the
type of development that is feasible in Mannette and the types of measures that
the City can employ to attract the type of development that is desired.
3. Scenario & Alternative Development Illustrate 2-3 scenarios for community
members to evaluate at public work session #2. The illustrations will depict the
physical qualities of the different scenarios and exemplify the issues bought up at
the staff-stake holder and initial outreach sessions. Sketch-up ™ will be used to
illustrate the physical aspects of the alternatives. The team will also describe the
actions needed to be taken to avoid negative impacts to existing residents and
businesses
The alternatives will address the following issues/topics:
· Plan boundaries
· Land Use
· Building Form / Heights (Use of Sketch-Up for visual
presentations)
· View Protection
MAKERS architecture and urban design
Page 2
SoW- Exhibit 'A' - 4/15/08
· Street Circulation (The Team will examine local circulation routes
and intersections based on existing traffic information from the
City. Analysis will not require quantitative modeling)
· Street Design and parking
· Shoreline Access
. Product: Plan and section or 3-D illustrations of the different alternatives with
concept level description of the actions necessary to produce each alternative.
4. Preferred Alternative. Draft the preferred alternative defining land use and
circulation, streets, design and shoreline elements. Work with staff to determine
best approach and format to integrate new standards with the existing regulations
and review process.
. Product: Preferred alternative describing and illustrating the development scale and
character in the mixed use district and actions necessary to insure new development
fits with the desired character of surrounding neighborhoods. Actions will address
the issues/topics listed in 3 above.
5. Plan Production. Based on public, staff and committee input complete the
recommendations for land use and building standards, street improvements and
shoreline management measures. Work with staff to determine the most effective
method of integrating new standards into existing zoning code structure and
review process. Review with staff and stakeholder committee and revise as
appropriate.
. Product: Final draft of plan, The plan will be in an attractive, user friendly format
with ample graphics that includes:
o Design & Development Standards
o Street Standards
o Implementation Strategies .
6. Adoption Process Assist City staff with preparations and presentations as needed
for:
a. Planning Commission workshop and Public Hearing
b. City Council workshop and Public Hearing
MAKERS architecture and urban design
Page 3
SoW- Exhibit 'A' - 4/15/08
Exhibit B
MAKERS Schedule
City of Bremerton- Manette Sub Area Plan
~
~
i,1
!i:
jJ
~Z"1,'i?':i't.;r{::t;'~~~~><iA~~'~hiJ*:"'U"'''It>:'\1\.~ II : "'L(~
Legend
. Consultant work
+ Public workshop
. Staff/Stakeholder meeting
Exhibit C
Mannette Sub Area Plan Budget and Rate Schedule
Makers Architecture and Team Partner @ Staff @ P. Lynch @ TOTAL
$145.00 $85.00 $135.00 cost x hour
Research and info. 0
a Meeting 6 6 6 2190
b Fieldwork and base mapping 8 16 24 5760
2 Public consultation 0
a 3 public work sessions 12 18 8 4350
b 3 Stakeholders meetings 12 18 6 4080
c Development Forum 14 2030
3 Scenario and alternative dev. 16 40 24 8960
4 Preferred alternative 12 28 12 5740
5 Plan production 0
a Plan 16 24 4360
b Design stds. 36 5220
c Street stds. 8 20 12 4480
d Implementation strateties 6 870
6 Adoption process 12 ' 1740
TOTAL 158 170 92 49780
.
i
1
.,
.
.
~
architecture + urban design
make (mak) vb 1 to bring into being by
shaping or altering 2 to form in the mind,
a judgment or plan 3 to put together by
, combining parts 4 to build, construct,
formulate, devise, create 5 to prepare for
use; arrange 6 to cause to happen
Suite 901
1425 Fourth Avenue
Seattle, Washington 98101
phonel 206.652.5080
faxl 206.652.5079
e-mail!makers@makersarch.com
February 1. 2008
Mr. Geoffry Wentlandt
Senior Planner
Bremerton DCD
345 Sixth Street, Suite 600
Bremerton. WA 98337
Re: Manette Subarea Plan
Dear Members of the Selection Committee:
MAKERS architecture and urban design and The Transpo Group are pleased to
submit the following proposal for the Manette Subarea Plan. Our approach to the
project will emphasize:
· Building on the City's Comprehensive Plan direction and the community's
existing assets.
· Working closely with City staff and stakeholders to develop conceptual
plan alternatives and solutions to pressing issues.
· Exploring redevelopment economic parameters by analyzing site
development feasibility.
· Preparing form-based standards and/or guidelines to address specific
conditions and issues in Manette.
· Preparing streetscape recommendations tied to guidelines that reinforce
the community's desired character.
· Formulating a realistic implementation strategy that employs a variety of
funding and community development opportunities.
Our qualifications include:
· An established track record of successful subarea and mixed-use
neighborhood plans.
· Regionally recognized facilitation and public participation capabilities.
· Excellent design and graphic skills.
· Feasibility analysis capabilities.
· Award-winning expertise in preparing design guidelines and development
regulations.
· Extensive urban design and street design experience.
· Neighborhood-oriented transportation and parking analysis capabilities.
Members of the Selection Committee
February 1, 2008
Page 2
John Owen, the proposed partner-in-charge, will playa hands-on role throughout
the project, focusing on the design, implementation, and public participation
components. Bob Bengford, also a MAKERS partner, will act as production
manager, focusing on the form-based regulations, with Dara O'Byrne as planner
and Ande Flower as design/graphics production assistant. We have also teamed
with The Transpo Group to provide transportation planning and development
regulations support.
MAKERS and Transpo will commit the resources and special attention needed to
produce this project on schedule. Needless to say, our team has a keen interest in
this project, and we hope to hear from you soon.
Sincerely,
a=en
Partner
08_BremJlr.doc
Approach
Overview
Bremerton's Manette neighborhood is one of the city's most desirable mixed-use districts. It
is noteworthy that, while Bremerton's Comprehensive Plan calls for additional growth in the
area, it designates Manette as a Neighborhood Center. This emphasis on strengthening
Manette as a neighborhood will be our touchstone, and we propose to focus on those
elements that will make Manette a more attractive place to live or run a small business and
that increase the neighborhood's amenities and identity.
To do this, we will be especially sensitive to the existing context; that is, to make sure that the
area does not lose what already makes it desirable. At the same time, we will help all
stakeholders better understand the development market forces affecting their neighborhood
and work to channel those tendencies in ways that benefit both the individual property owner
and the community as a whole. Finally, thinking in terms of the whole city, we will work to
ensure that the neighborhood subarea plan fits within the comprehensive planning
framework.
Special Issues
The Manette Neighborhood Center Plan must address several concerns important to local
citizens. Below are described our preliminary thoughts on some of the key issues.
. Compatibility of Intill Development
The scale, orientation, function, and character of infill development can add to or detract
from a neighborhood, depending on its configuration, character, and quality. Form-based
standards and guidelines can successfully address most concerns, but they must be
carefully crafted to address different situations. For example, guidelines for new
multifamily and mixed-use development located where there is alley access can make
use of very different solutions than where access must be from the main street.
. View Protection
Protection and enhancement of individual views is among the most difficult regulatory
issues because it is especially site-specific. We will work closely with citizens on this
issue and, in public sessions, suggest a wide variety of options to address view
protection. In this way, sta~eholders will have the opportunity to consider the pros and
cons of each type of measure. It may be that a combination of measures will be most
advantageous.
MAKERS architecture and urban design . The Transpo Group
1
. Scale and Bulk
Because the size, orientation, and character of new buildings are what most likely concern a
neighbor next to new development, most of MAKERS' neighborhood plans and design
guidelines address scale and bulk. The key to this issue is to employ a full range of options
that can be applied in different conditions. In some cases, the issue is shade and loss of
privacy for existing residents. Such impacts can be mitigated by height limits, setbacks,
building orientation, and solid balconies. In other cases, it is the appearance of taller
buildings adjacent to smaller existing buildings. Design guidelines calling for the break-up or
modulation of facades, reducing vertical articulation, and providing a building top, middle,
and bottom can help to reduce these impacts. We will dissect the individual issues related
to bulk and scale and address them strategically. Explanatory graphics are especially
helpful in dealing with this concern.
. Edges
Addressing the edge conditions between use districts and land use zones is particularly
important in a compact, mixed-use neighborhood. Usually, it takes special solutions-such
as restrictions on the location of intrusive parking, air ducts (odors and noise), and service
areas-to make sure that adjacent residences are protected from impacts. In some cases,
such as in Port Townsend's Uptown neighborhood, we have recommended that the ground
floor of commercial buildings may extend to the rear property line adjacent to a single-family
zone provided that the wall has no openings and features a suitable material and that an
agreement can be worked out with the neighbor. This actually reduces impacts and
increases privacy because it means that no noisy or intrusive outdoor activities will occur
near the residence.
. Shorelines
Shorelines are especially complex because of all the other regulations associated with
water bodies. Because our team is familiar with these regulations, particularly with
Shoreline Master Programs, we will work to integrate the plan's recommendations with
these other programs. We will also examine how this plan can serve as a stepping stone
to the SMP update by identifying and addressing shoreline issues relevant to the Shoreline
Management Act. Additionally, we certainly will explore opportunities to attain greater
public access and appropriate use of the neighborhood's shoreline resources.
. Streetscapes
Successful neighborhoods are pedestrian oriented. Safe, comfortable and attractive
sidewalks, trails, and bicycle facilities are critical to both residents and the types of
businesses found in Manette. And, we have found that a very important aspect of an
attractive pedestrian environment is the relationship between the buildings' uses and
sidewalks. For example, urban designers have long known that pedestrian-oriented
commercial streets should be flanked by appropriately scaled pedestrian-oriented
businesses with "transparent" facades, weather protection, and enough space for casual
strolling and window shopping. What has been less documented is how the type and
configuration of multiple-family structures, as well as front and side yard landscaping, can
contribute to a pedestrian-oriented neighborhood and a sense of community.
2
08_BremJlro.doc - 211108
We will focus on the relationship between the public and private realms to make sure that
the streets, residences, and businesses work together to achieve the desired qualities.
It might be ideal if there were sufficient public funds to implement a total make-over of the
neighborhood's less attractive streets. However, the reality is that funds are not available
for most communities. Therefore, we suggest a strategic approach that identifies the
highest priorities and most cost-effective measures and focuses public funds there. Often,
if there are traffic improvements planned for a street or intersection, including streetscape
improvements in the project can add a lot of value for minimal extra dollars. And, many
communities are requiring modest street improvements as part of new development. So,
an incremental approach can often generate the desired results if there is a strategic plan
that identifies priorities, costs, funding sources, and design treatments. The cities of
Tacoma, Seattle, Everett, Anchorage, Port Townsend, Duvall, and Snohomish are using
such plans-prepared by MAKERS-to gradually upgrade their streetscapes as
opportunities arise.
. Circulation and Parking
We understand that transportation improvements may be less important than the building
form and urban design issues. Nevertheless, we have included Transpo on the team as a
resource to address circulation and parking challenges as they arise. Rather than an
expensive quantitative or traffic modeling analysis, we propose a more direct approach:
examining specific problems identified by the community and suggesting the most pragmatic
solutions. This is an approach used successfully in the Snohomish Downtown Streetscape
project. Of course, if more detailed analysis is needed, Transpo can accomplish that as
well. Similarly, our approach to parking will be to suggest the most cost-effective solutions
first. If the community does feel that parking warrants more specific attention, we can
conduct a parking demand lavailability analysis for discrete subdistricts and suggest
targeted measures.
. Sustainability
Sustainability has become a buzzword in planning circles, but MAKERS has focused on
creating compact, multimodal communities coupled with environmental enhancements for
decades. We have translated the preliminary LEED neighborhood criteria into a set of
model design guidelines that can be adapted to fit individual communities. In established,
close-in neighborhoods like Manette, there are a number of steps that can be taken to lower
the community's "footprint". Reconfiguring some of the residential streets such as Seattle's
Sea Streets, applying a "green factor" to new development, providing incentives for "green
buildings," and refitting aging infrastructure with more environmentally responsible systems
are some of the solutions that we propose considering.
MAKERS architecture and urban design . The Transpo Group
3
Process
There are four aspects of our proposed approach that we
would like to highlight. The first is teamwork. The RFQ
makes it clear that the plan will be a joint staff/consultant
team effort, and this is our preferred approach on nearly
all projects. We will support City staff on public outreach
and participation with materials, event design, and
facilitation as requested. At the same time, we envision
working directly with staff on the creative, problem
solving tasks. We have typically found that staff know so
much more about how the City operates and the
"psychology" of the community that their input is
invaluable at all stages of the project. At the same time,
it will be staff that implement the plan, and the consultant
needs to consider how recommendations will fit with City
procedures and work load.
Secondly, we think it very important to consider the
views of members of the development community so that
the recommendations are workable in terms of project
feasibility. While we have the capability to run economic
feasibility studies on specific properties, we find it
valuable to conduct a development forum in which
invited ,developers and real estate industry experts
comment on development conditions and constraints in
the area. This not only provides the team with valuable
insights, it helps the public better understand the
economic parameters at play in their neighborhood.
Thirdly, we have found that it is important to give
community members several different kinds of
opportunities to participate. While some people like
the give-and-take of public forums or charrettes, others
are reticent to take part in such settings. So we
generally recommend that different venues be offered to
elicit people's opinions and answer their questions.
,
, ,
City staff discusses street
improvements.
Developers provide insights regarding
conditions in Everett.
Charrette participants discuss desired
Finally, our approach emphasizes design as a problem character of their town.
solving tool. More often than not, when we reach a
conflict between differing objectives-say between protecting views and achieving mixed-use
development-it is a design solution that removes the impasse. For example, in Everett's
Rucker neighborhood, community members agreed that larger development could be
acceptable in the single-family neighborhood if the new buildings featured architectural
elements that fit in with the neighborhood's historic character.
4
08_BremJlro.doc - 2/1/08
1m plementation
Our neighborhood plans are implementation oriented. We believe that the success of any plan
is measured by the quality of action that it elicits. In the Manette neighborhood, this means
identifying how to get the public infrastructure built and initiating priority programs to improve the
neighborhood's economic vitality, livability, and character. A major focus will be on the
standards and guidelines necessary to make sure that new development enhances the
neighborhood. In neighborhoods such as Manette, we find that the following considerations are
most important:
. Guidelines must fit the design review process. We will make sure that we understand
Bremerton's design review procedures and prepare guidelines that make it easier for the
board to render consistent judgments and make the process more predictable for
developers. If desired, we will also consider how the guidelines can facilitate design review
in other districts and in other ways.
. The guidelines must be consistent with other regulations and standards. Typically,
design guidelines address topics dealt with elsewhere in the municipal code, such as
landscaping, signage, and building orientation. We will make sure that the guidelines do not
create inconsistency or confusion.
. Recommendations must be presented in an easy-to-use and graphically oriented
document. Successful design guidelines facilitate communication between the applicant
and the City. They should be easy to use and accurately and succinctly describe the City's
expectations and requirements to the applicant and also serve as the basis for the City and
proponent working together to meet both parties' objectives. For this reason, graphics are
an indispensable aspect of design guidelines. MAKERS emphasizes a graphic approach to
guidelines, and we use a variety of graphic techniques and styles, including:
. Comprehensive aerial drawings to illustrate how the guidelines fit together.
. Diagrams explaining specific requirements.
. Photographic examples to communicate expectations with respect to quality.
~ abstrad and diagramatic
I
CONCEPT PLANS. SECTlONS,
DIAGRAM ELEVATlONS
~
Mi representationallPictor+
AERIAL EYE-LEVEL
PERSPECTlVE PERSPECTIVE
Illustrates basic
concepts or major
ideas. Especially
useful for site planning
and process-related
information.
Illustrates size,
character, and location
of elements to scale.
Good for specific
standards.
Relatively pidorial way
to illustrate
relationships between
various elements.
Can be drawn in
accurate scale.
Easily understood way
to show how elements
relate to
comprehensive
'vision." An excellent
way to summarize the
standards' intent.
Most realistic means
to show how
guidelines or
recommendations can
be successfully
applied. Most
effective for public
presentations.
MAKERS architecture and urban design . The Transpo Group
5
Graphics are also important in conveying a vision that illustrates the plan's overall objectives
in order to build public support for action. MAKERS has built a regional reputation for the
ability to prepare presentations and graphic materials that build public consensus and
accurately convey a community's values. Recently, the firm has greatly upgraded its
computer graphics capabilities and now can offer both traditional and computer-generated
illustrations. Below is a sampling of our planning and regulatory graphics.
":
:) T It e ~ T
0_ .....
::!5%uClat 4lf(lIl (II' 35~ .,
10.4 ill: Ql:xwc grounl
Pe..... ......
~~()flot iniI
'~,
., .~-
Lot_..-
50'!"
Pa_,
I ",pawuntt
GIIiaInII b" New 8WIlIngs:
. PNwlcIIIJIdIiIt~m.d...... end.....1
......-,
. ..1lIdl tluIcIlII eI*Y . QfOuncI.. to pnMdIt fOr
drftw'w~moHftliWIl
. PIordI ,...ri.. .....u.r protedJoo.
.1"~-"~~0I_d1ng.
_Or.,.alMtuI_klmIinIotllPtfDCllarcomloe
liMl. ......lindbollam (grouncltklofl
.lncludI~,.,.,-..uctI__."'l;IOJneI
-*Y......., ..........mmera.
. IllCOlIll'f* ..... '--", tnelIMIIIa, or fIetInI to
add NIIM1Mf11Iftd tIun1en.....
.1~.....IntD.~.
_liIIlIMInlcanlln___. Donot.l_fe~or
lm__
.....t
3-l &1. mtuimwll,
....lOfu:.lrlXi'pit.ch
-
6 fM miwmum
OptIon In< IMge
tooIprlnt..... sucI1
as 11bnIIy. -. I
school. etc..----1_
StnleI trees ID !
enhanoo_.'-
--
at_
(curb bulbi) ID
faci__
Ave~
aossing'-~'-
--
wItl partdre:
---.
1-3 _ of partdng.
pluoS_oI
-<<-.
6
08_BremJlm.doc - 2/1/08
Ability to Perform Work
Key team members have sufficient time available during 2008 to give this project focused
attention and provide a responsive service. Assigning two partners-John Owen and Bob
Bengford-to the project will help ensure that principles will be readily available for the meetings
and outreach that are part of a neighborhood center plan. Bob and John have completed
numerous successful projects with this method.
The budget and schedule described in the RFQ appear appropriate for the project. If desired,
we can provide a breakdown of tasks, hourly estimates, and schedule, but we would like to
discuss the City's proposed participation process and adoption process to better understand
how the workload should best be scheduled.
MAKERS architecture and urban design . The Transpo Group
7
Team Qualifications
Neighborhood and Subarea Planning
Our team's proposal emphasizes a holistic
approach to neighborhood planning that
integrates conceptual planning, land use, design
review measures, and capital improvements.
Therefore, our experience in this area is
especially critical. Because much of our work has
focused on revitalizing cities, MAKERS has
developed in-depth experience in crafting
standards and recommending improvements to
enhance established neighborhoods and historic ""......._
p--.-..,...ube_d
business district cores. This was an emphasis in ~.......__.
our work in the Seattle Citywide Guidelines,
Shelton Historic Neighborhood Standards,
Bellingham Residential Design Standards, Snohomish County Residential Development
Handbook, and Rucker/Grand Avenue Historic District Overlay.
DOWNTOWNWENATCHEEVI8IONINGWORKSHDPit,__;~:.".. ...,.
Results J. 'i;~;',~.-, ':"/c~-'-,
III:,!..
-'," """",.,
. ".. 1il
p~~tiIIlrlliuo.
P.....".. __ll p~ ......
.........,..",.......1Rl
IlIlIJdIdpoa_Plttie-=-wa
- "~
an. d__"'Id'I~ ,"J*M
PJ"'~.
Dnlft' \1.sbJ ConcIIpt
MAKERS' plans typically evolve from
public input.
The firm's work in numerous neighborhoods-including Seattle's University District, Capitol Hill,
Greenwood, Columbia City, Wallingford, and Green Lake; Everett's Rucker neighborhood;
Spokane's Browne's Addition; the Tacoma Dome District; and Yakima's inner city
neighborhoods-provides us with a wealth of experience in combining a variety of measures in
a comprehensive manner. Equally important, we understand how such neighborhood
redevelopment can further a city's comprehensive planning objectives.
t-
i Rucker Avenue IDDIdng nor1I1 from HewItt
I ~,___delign_dlMIapmonll1lglll8llon.
I
I
1
. --....~---
Key OowntDwn VIUn c:o.-pta
=-..=- '~j~;;:'! .~ ~'m~""',.,
5:.:?" ~ljl__~
;::--- ,'-
,
-- ~
5::'
o...~_.
....._"..
--.
-
-~
.......--.
-,
==---.: '
-.-
s.. J "\~\;i~-
""",,"",,"- u.
~~~ - ;<=-.s- '.
-_- mJI=-=: .........
-
MAKERS' neighborhood center plans range from metropolitan centers to neighborhood nodes.
8
08_Brem.Jlro.doc - 2/1/08
Land Use and Building Form
Form-Based Standards and Guidelines
MAKERS is well known for preparing innovative design guidelines for communities throughout
the Pacific Northwest. Award-winning design guid,elines include the Kirkland Downtown Design
Guidelines, Mill Creek Town Center Design Guidelines, Rucker/Grand Avenue Rehabilitation
Handbook, Snohomish County Housing Development Handbook, and SNO-TRAN Land Use
and Public Transportation Guide Book. In additio~, form-based development standards and
guidelines have been key implementing tools for MAKERS' award-winning center and subarea
plans for the University Community, Wenatchee R,iverfront, and Downtown Everett. Many of
MAKERS' design guideline concepts and images have __...___
KirIdaDd IJrowuaowa Deip. Gaiddbas rI........._ --...-
been adopted as common practice in the field of urban ~=.:--==-- ---- =..~.:==-
design and are included as standard elements of many ;::.c.:::a...=:...==- =:.-=':=:- E"E":-:F-
policy manuals. MAKERS customizes design gUid, elines :~~..:.... ~~~=~~
%""':':""3.:-.--
for each community to preserve and enhance its unique ==--=
qualities and/or help a transitioning community achieve its
design objectives. The more than 40 sets of design
guidelines that MAKERS has prepared include guidelines
and standards for small, rural communities, metropolitan
downtowns, highway corridors, new communities, ,and
established neighborhoods.
MAKERS is currently assisting the City of Everett in
updating zoning and design standards for the old~r
residential neighborhoods
surrounding downtown. The
proposed design standards
identify key strategies that
address narrow lot development,
orientation to the street, rear yard
infill, simple but effective building
design standards, open space,
and landscaping standards.
On other downtown projects,
such as Eatonville, Duvall,
Auburn, Des Moines, and Port
Townsend, the interface between
commercial and residential areas
has been the major issue, and
the team developed strategies to
reduce the impact of business
expansion.
;;.::;:;:-=~
=.--::::':::-.::::?F
----~"..,_...
----~
--~-_...
----.-.....
..-- .......,...
From Kirkland's award-
winning 1991 guidelines
and Seattle's innovative
design review program to
the present, MAKERS'
design guidelines have
helped to shape
successful communities
in the Northwest.
9
MAKERS architecture and urban design . The Transpo Group
Nearly all of MAKERS guidelines address scale and
bulk in some manner. One recent example that is
especially relevant to Manette is MAKERS' work in
Port Townsend's Uptown neighborhood, because
that community includes a neighborhood
commercial center surrounded by a very desirable
residential neighborhood. The City and the
cOmmunity want the commercial district to remain
viable and to provide additional housing units, which
will require that new structures be somewhat taller
than most of the existing storefronts. Issues
included preventing impacts to neighboring
residences, protection of historic
character, and avoiding a tunnel effect
along the main street. MAKERS assisted
the City staff in conducting a series of
workshops to identify public preferences
for addressing these issues and attain
Council approval to formulate action.
During the past year, John Owen has
been working with a special committee to
craft revisions to their code to implement
the citizens' and Council direction. The
project is in its final phase and will be
ready for Council adoption in March.
Besides the physical issues of height,
bulk, orientation, and character, the
recommendations address procedural
issues related to project review and the
roles of the Design Review Committee, Historic Preservation
Commission, and City staff.
Scale and Bulk
The team used computer graphics to show
effects of full-height buildings on the
streetscape.
Key Development _do and Guidelines "" Port Townsend'. Uptown (e-III) lJIstricI
9uIlIngI;~"-.cM'Id.lIIIIIIt./'
,
'\ I ....,. "".:'.............wur...~lOnottlltlQ.lignlor-*Y
\ '--'N.1NIl.3m:oolbc.-.(N')fIWIM-nnIpIIWIl
'1IIIin____......fRm-.d<<ll'llllllQldIO.........,
hr m\lM __ ~..... pdKIon. w.n.-..on
~_orIitfllIIIdlo~~ CE-l-L--=-SQ
. MDoff......periUng\1lqOlntm~ta
. -.....r1lll!lMls~
. .......---.....---
. Lighting shII be dnigned to rMuoI gt.-. arlit mpad to
.!,..-.I ptapertiK. UN aneIW 1IIfiaMl1Cy. end rwduce
...-
. Nowoundftoot<<lIfOIIftoor..mulmum
. ~oIai1ting~*"'=tI.ftonly'"
__~(Hf'C)_
. HPC foIows s.a.wry oIlnteriar ~
Graphics helped explain existing regulations and
proposed changes.
At a completely different scale, MAKERS has recently
prepared a computer model that the City of Shoreline will use
to evaluate impacts to neighborhoods from new development
on the Aurora corridor. MAKERS will assist with that analysis
and propose measures to maintain neighborhood integrity.
View Protection
Several of MAKERS' projects have addressed view protection. For example, the Tacoma Dome
Subarea Plan carefully modulated the height limits for new construction to maximize the view
potential for all properties and pedestrians. The North Downtown Mukilteo View Protection Study
proposed view corridors and limited the height of garages so that each resident would have at
least a partial view.
10
08_BremJll'O.doc - 211108
Shoreline Management and Redevelopment
MAKERS is especially knowledgeable in the area of shoreline development, public access, and
regulations. The firm has prepared several Shoreline Master Programs under the SMA, and
John Owen assisted the Department of Ecology on the new Shoreline Master Program WAC
guidelines. Several of our SMP's have been for urban shorelines, including Marysville, Port
Angeles, and Shelton. On the flip side, MAKERS has prepared several waterfront development
plans for cities and ports. Of special relevance is the team's recent experience in Marysville.
MAKERS led the preparation of the City's SMP and then prepared a vision plan for the
downtown that calls for extensive shoreline restoration along with transformational development.
MAKERS and Transpo are currently working on an infrastructure master plan that will identify
infrastructure improvements necessary to support (and encourage) new development. The
improvements will include extensive storm water system enhancements, and the team is
exploring "green" surface solutions to restore the area's natural hydrology.
Improve Wesl-aide slreets
lor ~eve}opmMIl
SUpport 3rd Street business /
!
Marysville Downtown .
Issues and Opportunities i
" / ' ! \, " ~
i __. Redevelop Marina into L_.Buik:l on Ebey Palt L__Acoess into Mill site 'L-.Ebey Waterfront trail & .'-......"DeYe!op M~II P.W. site &
Water Ouali4' facility wilh & Boallaunch & downtown entry: shoreline restoration market as II unique sile
Mixed-use development Roundabout?
Preliminary concept for transforming Marysville's shoreline using green infrastructure
techniques.
Sustainability
MAKERS' neighborhood plans have long emphasized environmental responsibility in that they
have focused on compact infill development, multi-modal transportation, efficient infrastructure
and environmental restoration. More recently, the firm has worked to keep up with the
emergence of new tools, products, and techniques. Dara Q'Byrne has worked on the City of
Seattle's sustainability initiative, including the use of the "Green Factor" in development
regulations and incentives. As we are learning in Marysville, there are techniques that can be
applied even in dense, urban environments. Dara and others in the firm have taken the time to
translate the new LEED neighborhood criteria into design guideline format so that it can be
integrated directly into development regulations rather than as another add-on that increases
review effort.
MAKERS architecture and urban design . The Transpo Group
11
Architectural and Feasibility Analysis
Nearly all of MAKERS' recent redevelopment work includes a feasibility analysis that takes into
account the specific fiscal performance of proposed development. Because we work with cities
and public agencies that want increased development, we generally are looking for the factors
that will ensure that the community's vision will be economically viable. Therefore, we conduct
planning-level pro forma analyses of desirable development types.
Combining Julie Bassuk's feasibility analysis capabilities with MAKERS' architectural and cost
estimating experience and ability to develop creative building and site designs makes our team
particularly effective at determining how to make projects work. For example, on the East
Downtown Olympia Plan, MAKERS' prepared schematic development proposals and evaluated
their feasibility to ensure that buildings to be constructed under proposed regulations would be
feasible. Julie has performed similar analysis for the SeaTac Station Area Plan and the Clover
Island Master Plan.
Exploration of
an infill mixed-
use project
Street
115'
New Mixed-Use Infill Project
- Apartments over retail
- Retail facing pedestrian-oriented street
- Surface parking lot
- 1 f4 block site
-_. ---; i"'--.-~---'-'''-----'-----'''--~
, ,
i i
Total residenlial: 8-unils 124-unils
Total retail: 6,650 sf
Total parlling: 25 stalls, 7,260 sf
Total residential leasable space: 5,720
Total building gsI: 14.230
Parking ratio
- Residential: 1 11
- Retail: 2.5 11 with 8 units
Ground Level (Parking I Retail)
740 sl ~
700s
2nd - 4th Floors (Apartment)
Aheyl ~
1'Vl........
Section
Ul
...
!
!
Portion of the analysis of development prototypes for East Downtown Olympia. From site planning
studies such as the one above, the team prepared pro forma analyses to study the feasibility of various
types of development-and what would make them more feasible.
12
08_BremJ)ro.doc - 2/1/08
Streetscapes
MAKERS' streetscape design experience began in the early 1970s with the Ballard Market
Street Urban Design Plan and Street Improvements. This project, the first of its kind in the
Northwest, combined urban design concepts with business district revitalization efforts and
street improvements to create a lively, pedestrian-oriented setting for new business
development. The project was so successful (retail sales increased 12 percent over inflation the
first year) that it led to the firm's accomplishing several other street design/revitalization efforts
in struggling business districts and downtowns, including Auburn, Port Angeles, Boise, Kent,
and Seattle's Greenwood, Broadway, University Way, and Second Avenue. Over the decades,
MAKERS has successfully extended urban design-oriented street improvement practices to
heavy arterial and highway projects (Lake City Way, Viking Way in Poulsbo, and Highway 99)
and residential neighborhoods such as Kirkland's Rose Hill, Shelton, Browne's Addition in
Spokane, and Seattle's Capitol Hill and Magnolia.
Reconfigure comers ~
/--- Expand 1he sidewalk area adjacent to the stadium for
/ kio&ksI,tall6
/ / ,'-- InstaU a plaza in front dthe stadium
/ / ~ InlJoduoe streebcape improvements along the west
/ I side of the street ,---- Improve pedellrian conditions wtth wider
,/ ,I ,___ InstaH curb buIN at CClf'ntQ 'sidewalks and a.1I1l bulbs
/ / !
/ / ;'
i~
/ fir..
. .~.~
',. !&
'1'f;
; {r~
;,,~
'.J
.':7,
ctll,;
~8i 1\',1 ~
~ I'
_.~,.t j .
.j! f !:
: ,~.! I :~'
'~cV
1 :~
~~)~::r-, rr~;,
'\ 81
, '.
; i Hudson
! (~~ Pomt
I / I
. i \' I /
CloD....-.__ frraonoot18._~. I /
__ond......I1Il-Ooolingu~h.....WiItl"""'llOS ! I
m~ ! , /
c..a.____ I I /
=:~.-.dl'llUMepece.ndntmllning buikfingto-...1 /
_ond_IhoGolIolyIn_oflholidll cIod<on~
new pies. West end seMcing _... or bKk:drop for
...-
....,f,... ...;~~
. _' :.1_\.<~:-~:.::;;;:-';::'::~CU:-,=:':=~..
:,',~'i>"': ~AoPIY~"."",n_n'I"".UIdt__Ol1 11
Ii '-;(1 i . .'f' :-C-=-t'!'ond___"'_lnfu~~ I"'"
. V' L-- Addfas!heufltyd1he~mourid
I I'
I ______..._.....
L____~.___.__. Cren. plaza at I1e WftIs' I Monroe Sta intetsecIion
m;!,i$1
West Downtown Port Townsend Streetscape and Public Improvement Plan.
MAKERS architecture and urban design . The Transpo Group
13
Most specific to Manette is our team's strategic
streetscape planning and conceptual design work
in established communities, including Anchorage,
Everett, Tacoma, Snohomish, Port Angeles, Port
Townsend, Marysville, Auburn, Burien, Duvall,
and Bozeman (MT), as well as several Seattle
business districts. Through this experience we
have learned what it takes to create a pedestrian-
friendly, vibrant, mixed-use business district and
an attractive, stable neighborhood. Of special
note to this project is the number of projects the
firm has accomplished that addressed a
community's streets as a system. Many of our
streetscape plans involve residential areas and
creating pleasant streets that transition between
commercial districts and neighborhoods.
Streetscape and gateway improvements on
University Way have helped to activate that
street and have substantially increased
business.
In terms of built streetscape and gateway
projects, MAKERS has completed over thirty
street design projects involving sidewalk
construction, pedestrian amenities, street landscaping, parking area development, land use
planning, and business area improvement strategies. Several of these projects have won local
and national awards, including projects on Broadway and University Way in Seattle, Auburn's
Main Street, and Des Moines' International Boulevard. This gives our team a knowledge of how
to implement proposed street improvements that will help to produce a realistic and achievable
plan. Many of our most recent streetscape plans-including those for Belltown, Everett, and
downtown Tacoma-are being partially implemented through development requirements, so we
are familiar with that technique.
West Seattle merchants successfully
leveraged street maintenance funds into an
attractive streetscape project, demonstrating
that there are innovative ways to fund a
project.
14
08_BremJ)ro.doc - 2/1/08
Parking and Circulation
The Transpo Group has provided traffic engineering and transportation planning services to
public and private sector clients since 1975. Transpo offers a wide range of transportation
planning and traffic services with specific expertise in Transportation System Plans that focus on
the complete range of transportation issues, including travel forecasting, traffic operations, non-
motorized, and transit. The firm also specializes in planning under the Growth Management Act
(GMA), including setting level-of-service standards, establishing concurrency management
systems, and transportation financing, including developer mitigation programs.
The Snohomish Historic Downtown Streetscape Plan provides a relevant example for Manette
because of its neighborhood scale and emphasis on parking strategies. Transpo worked with
MAKERS and recommended an integrated and achievable strategy for upgrading the historic
downtown's streets as an attractive setting for businesses, historic preservation activities, and
civic functions. Because of the City's fiscal limitations, improving the downtown's streets must
be a cooperative\effort between the City and local businesses and property owners. Therefore,
an objective of this project was to build a public consensus for action. Transpo assisted by
providing input and recommendations for traffic calming and circulation elements.
The team also performed a parking study that included a detailed subsector supply/demand
analysis and a comprehensive parking management/improvement strategy. While the analysis
showed that the total number of parking stalls was adequate, there were areas with service
deficits. The plan recommended a phased, incremental strategy for, first, better utilizing existing
parking and, later, adding parking in the most cost-effective ways.
Parking surplus/deficit analysis.
MAKERS architecture and urban design . The Transpo Group
15
Implementation Track Record
Because of our emphasis on plans that accomplish community
goals, our team's plans have made a significant contribution to
their communities. They have led to the rejuvenation of historic
"Main Streets," strengthened residential neighborhoods,
transformed old commercial strips, initiated the development of
new or nearly new town centers, and added whole new districts
to emerging downtowns. Listed below are some successful
town center redevelopments for which MAKERS prepared a
redevelopment and subarea plan.
. Several of Seattle's neighborhoods-including Columbia
City, Capitol Hill, Greenwood, Belltown, and the University
District-have implemented MAKERS' plans and are now
thriving.
. The design guidelines for Everett's Rucker neighborhood
have led to new multifamily infill development that has
enhanced the neighborhood's character.
. Mill Creek's town center development provides a regionally
recognized focus for that rapidly growing community.
. Kent has seen the construction on a new Sounder Rail
station with a public garage, an exciting commercial
development with Green River Community College, new
shops on Main Street, and new downtown housing.
. Auburn's Downtown Plan established the location for the
Sounder rail station and has resulted in extensive street
improvements, historic restoration, and transit-oriented
redevelopment. Parking improvements and connections
have dramatically increased access and convenience.
. Juanita Village has made a dramatic turn-around, providing
neighborhood services and residential opportunities.
. Bainbridge Island's downtown has evolved into a multi-use,
pedestrian-friendly community much as envisioned in its
1987 strategic plan, implemented through one of the region's
first sets of design guidelines.
. MAKERS' work on Seattle's Capitol Hill Neighborhood Plan
and the Roy Street improvements has encouraged new
development and a turnaround in the Broadway District.
Watching the implementation of our town center plans over the
past few decades helps us to understand what is necessary to
make a successful-and implementable-plan, and we can use
this experience in preparing an effective downtown plan for
Manette.
University District has turned
around due to a comprehensive
planning/improvement/business
enhancement strategy.
..""
.,
Juanita has developed an
exciting new center.
New development on Capitol
Hill is transforming Broadway's
business district.
Tacoma's Foss Waterway has
blossomed into one of the
region's most exciting
waterfronts since the 1993 plan
by MAKERS.
16
08_BremJ'ro.doc - 2/1108
Personnel
Below are listed the team's key personnel who will be involved throughout the project. Both
firms have additional staff capabilities to provide support as necessary. With 14 professionals,
MAKERS has staff available to assist with additional public participation, graphics, and
downtown planning and design work. Transpo also has additional staff to assist with the
technical work to increase cost effectiveness.
MAKERS architecture and urban design
Because of the firm's special interest in this project, MAKERS will dedicate two partners to
ensure responsive service and attention to detail.
. John Owen, Partner
MAKERS architecture and urban design
Project Role: Partner-in-charge
John Owen will take an active role in all phases of the work, from leading work sessions to
overseeing report production. As partner at MAKERS since 1979, John's professional
experience covers a variety of work, including all the projects listed in the summary chart of
MAKERS' experience in the Qualifications section of this proposal. The common threads
running through his work are a focus,on skilled project management, a community-involved
design approach, and resolution of contentious issues and conflicting interests. John
managed numerous community involvement efforts and subarea and town center
development plans. Relevant projects include neighborhood/town center plans for Seattle's
University District, Capitol Hill, and Columbia City, Browne's Addition, East Downtown
Olympia, Yakima Northeast Community, the Tacoma Dome, and Juanita. He has completed
dozens of street improvement projects and design guidelines and has served on Seattle's
Planning Commission.
Over the years, John has built a regional reputation for managing creative community
involvement processes that that are effective in transforming areas to meet local
communities' visions. He retains active leadership with hands-on involvement in all his
projects.
. Bob Bengford, AICP, Partner
MAKERS architecture and urban design
Project Role: Project management
Bob will support John in the management of the project, attend key meetings, and share in
document production tasks. Bob and John have worked together in these roles on a great
MAKERS architecture and urban design . The Transpo Group
17
number of similar projects including Everett's Downtown Plan (new recipient of a PSRC
award), Duvall Downtown Plan, various downtown Burien planning efforts, downtown
Marysville Visioning, and Wenatchee's award winning Riverfront Plan. In his ten years at
MAKERS, Bob has become an expert in design guidelines and regulatory issues -
completing over two dozen sets of design guidelines for a wide range of communities and
development types. Most recently, he assisted Kirkland, Woodinville, Duvall, Sumner,
Everett, and Carnation in creating new development standards or updating current
standards to encourage desirable development. He is also providing design review
assistance for Woodinville.
. Julie Bassuk, AICP, Partner
MAKERS architecture and urban design
Project Role: Feasibility analysis
Julie Bassuk will assist in the feasibility analysis and implementation strategies. Julie is a
certified planner with over 11 years urban planning and real estate valuation experience.
She is a strong project and subconsultant team manager and skilled at engaging elected
officials and the public in the planning process. Her organization and ability to direct both
expert and layperson input have consistently exceeded client expectations and helped
manage complex and contentious public involvement efforts. Her engagement of
communities, project stakeholders, and elected officials through the planning process
helped build support for both the Port of Kennewick Clover Island Master Plan and the
City of SeaTac Station Area Plan. She also conducted feasibility analyses for Seattle's
low-rise housing study and Bainbridge Island's TDR program.
Julie's real estate background also helps her clients identify critical trends and select the
best courses of action to shape their future. By effectively investing their resources,
positioning their properties, and partnering with the private sector, her work helped the
Cities of Blaine, Pasco, and Olympia target their efforts to realize their revitalization
goals.
. Dara O'Byrne
MAKERS architecture and urban design
Project Role: Urban designer with emphasis on sustainability
Dara received her Master's degree in Urban Planning from the University of Washington
and earned a certificate in Urban Design. Since joining MAKERS, Dara has worked on a
number of center planning and design guideline projects. She managed the Kennewick
US 395 corridor plan and is playing a major role on the Snohomish County Sustainable
Agriculture Project. She has also provided graphic support for the Everett Core
Residential Design Standards and Guidelines and is contributing to the update of the City
of Sumner's Design and Development Guidelines and to the City of Tacoma's design
review program. Her previous work on Seattle's sustainability project will also be useful in
adding this element to the plan and implementation measures.
18
OB_BremJllO.dOC - 2/1108
. Ande Flower
MAKERS architecture and urban design
Role: Graphics and design coordination
Andrea Flower combines her design and research skills to enhance visual communication.
Her computer-aided and hand-drawn graphics contribute to the process and products for
urban design and architectural projects. Ande's experience has ranged from project
conceptualization to construction management and administration. Her work has
emphasized engaged collaboration among interdisciplinary working teams and community
members. Recent relevant projects include the Sammamish Town Center Plan, Saipan
Garapan Center Plan and island-wide zoning ordinance, Prosser Downtown Plan, Renton
Seaplane Base improvements, Bel-Red corridor design, and the North Bend Downtown
Plan.
The Transpo Group, Inc.
Patrie Lynch would serve as Transpo's Project Manager for the Parking and Circulation aspect
of the project and will serve as main liaison with the project lead. Jennifer Lowe will assist with
parking analysis, and Kam Szabo with provide transportation design as needed.
. Patrick Lynch, AICP, Senior Transportation Planner
The Transpo Group, Inc.
Project Role: Lead transportation consultation
Patrick has ten years of transportation planning experience. His experience includes
subarea plans, parking analysis, and vehicle access and circulation. Patrick's technical
expertise includes experience with both the VISUM travel demand model and the VISSIM
traffic simulation software. His experience includes transportation, traffic and parking
analysis for the Anchorage E Street Corridor in Anchorage with MAKERS. The Municipality
of Anchorage intends the E Street Corridor to become a major focal point in Anchorage's
Central Business District. Its redevelopment is intended to provide a walkable and winter-
friendly environment that encourages pedestrian activity and incorporates elements of smart
growth, Alaskan native culture, and Anchorage's historic past. Patrick is also managing the
development of a traffic circulation and parking plan as part of the Stevens Pass Master
Plan. Transpo is reviewing vehicular access and parking to determine if reconfiguration are
required to improve vehicular circulation and pedestrian safety with the development of
future Master Plan concepts.
. Jennifer Lowe, Transportation Planner
The Transpo Group, Inc.
Project Role: Parking analysis
Jennifer is a senior transportation planner whose 26 years of experience includes a wide
variety of transportation planning activities, including parking and transportation
management, transportation planning, and traffic access and circulation analysis.
Additionally, her experience includes addressing circulation and traffic issues as well as
MAKERS architecture and urban design . The Transpo Group
19
traffic access. Her experience includes parking analyses for the City and Borough of
Juneau, Alaska, City of San Diego Gaslamp District and for the City of Las Vegas Central
Business District. These studies included identification of current and future parking needs,
alternatives for increasing parking supply, and parking management options. Jennifer was
project lead responsible for parking analysis for the City and Borough of Juneau. This study
included identification of current and future parking needs, alternatives for increasing
parking supply, and parkirig management options.
. Kam Szabo, PE, Transportation Engineer
The Transpo Group, Inc.
Project Role: Transportation design, as needed
Kam is a transportation engineer with 15 years of experience in many facets of
transportation design and planning. Her background includes transportation engineering
activities such as traffic signal design. illumination design, and channelization design. Kam
has also worked on transportation planning projects both for small municipalities and along
transportation corridors. In Snohomish there is a need to upgrade downtown streets to
provide a more adequate setting for business development and civic activities. Kam worked
with Maker's team to recommend an integrated and achievable strategy for upgrading the
historic downtown's streets as an attractive setting for businesses, historic preservation
activities, and civic functions. She also participated in building a public consensus for
action. Kam worked as the lead engineer involved in setting up a GIS inventory for the
Downtown Bothell Circulation Study. The work involved creating an inventory of sidewalks,
signals, and parking utilization. This project presented unique logistical as it required
completion of all field work on a very short timeframe and field work had to be completed on
specific days of the week for meaningful results.
20
08_BremJll'O.doc - 2/1/08
References
MAKERS architecture and urban design
. Allan Giffen
Director of Planning, City of Everett
Everett Downtown Plan, Everett Residential Guidelines, and
Downtown Everett Streetscape Plan
(425) 257-8725
. Rick Sepler
Planning Director, Port Townsend
Port Townsend West Downtown Streetscape Plan and
Uptown Neighborhood Planning and Design Guidelines
(360) 385-4290
. Bill Trimm
Planning Director, City of Mill Creek
Mill Creek Town Center
(425) 745-1891
. Lori Peckol
Project Manager, City of Redmond
Over lake Neighborhood Plan
(425) 556-2411
The Transpo Group, Inc.
. Clark Williams
Transportation Manager, City of Bellingham
(360) 676-6850
ext.105
. Kevin Bergsrud
Seattle Parks and Recreation
(206) 684-5831
. Mick Monken
Public Works Director, City of Woodinville
(425) 489-2700
MAKERS architecture and urban design . The Transpo Group
21
DATE SUBMITTED: April 16, 2008
BILL #
08--- I/O
$1(
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
........................................................................................
SUBJECT: Award Contract for BKAT
Studio Addition to A.M. James Co. Inc.
Committee Meeting Date: April 23, 2008
COUNCIL MEETING Date: May 7,2008
Department: Financial Services
Presenter: Charleen Burnette
Phone: 308-0139
SUMMARY: Sealed bids for construction of the project titled "BKA T Studio Addition" were
opened on Weds., April 16, 2008. Five (5) bids were received for this project. A.M. James was the
lowest responsive, responsible bidder with a bid of $216,928.50 (including sales tax).
In its Franchise agreement with Com cast, the City of Bremerton is required to relocate the BKA T
studio from its current location in the Comcast Building (1225 Sylvan Way) to its Administration
Office (7266 Tibardis Rd). Additional capital funding was provided to the City from Comcast to
facilitate this relocation.
ATTACHMENTS: 1) Council Summary 2) Bid Tabulation
FISCAL IMPACTS (Include Budgeted Amount): Construction of this project is funded by the
additional capital funding provided by Comcast per the terms of the new franchise agreement with the
remainder coming from the BKAT Fund's ongoing revenue mix of franchise fees, production fees,
and PEG capital funding. This capital expenditure is included in the current 2008 budget.
APPROVALS: //
DEPARTMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MAYOR:
CONSENT AGENDA
/
GENERAL BUSINESS D
PUBLIC HEARING D
COMMITTEE CHAIR
COUNCIL PRESIDENT:
RECOMMENDED MOTION: Move to award a contract in the amount of$216,928.50 (including
sales tax) with A.M. James Co., Inc for construction ofthe project titled "BKA T Studio Addition';
COUNCIL ACTION: D Approve D Deny D Table
D Continue D No Action
Memorandum
To:
City Council Members
Mayor Cary Bozeman
From:
Charleen Burnette, Public Access Manager
Re:
Contract Award for BKA T Studio Addition
Date:
April 16, 2008
Background:
The City approved a non-exclusive cable television franchise agreement with Comcast
for a five year period in 2007. This agreement provides capital funding to SKAT for the
purposes of relocating the BKA T production studio and playback equipment from the
current location in the Comcast building on Sylvan Way to the BKA T administrative
office location on Tibardis Rd. The $150,000 construction capital funding was provided
with the requirement that the City relocate out of the existing studio location on Sylvan
Way no later than September 30, 2008. This requires running a return connection to
the Tibardis building site (which is also provided for in the agreement) and building an
extension on the BKAT administrative office location at Tibardis Rd.
The Tibardis Rd. Building is owned by Kitsap County. SKAT occupies this building
currently in accordance with the existing City/County PEG funding interlocal agreement
for the purposes of BKA T providing public access television services there. This
existing agreement was a five year agreement and will expire on December 31 , 2010.
The City entered into an interlocal agreement with the County to give the City
permission and authorization to construct the addition to the County's structure located
at 7266 Tibardis Rd. NW, Bremerton Washington for the purposes of locating the BKAT
production studio there in 2007. This agreement is valid through April 30, 2020.
Contract Award:
The City contracted with Hecker Architects for design of the BKA T Studio Addition in
November 2007. Plans were finalized and went to bid on March 17,2008.
Bid opening was held on Weds., April 16, 2008 (Bid Sheet attached) The low bid was
received from A.M. James Co. Inc.
The project has the following elements:
Site Preparation
Foundations
Framing
Electrical
Mechanical
Plumbing
Interior and Exterior Finishes
Casework
All Connections to the Existing Building
A.M. James Co. Inc. was the low bidder at $216,928.50 (including sales tax).
The Construction will be completed in 150 calendar days of Notice to Proceed.
The SKAT Studio Addition is in the Capital Projects list for SKAT and the CIP.
/
Fiscal Responsibility:
BKA T - STUDIO ADDITION I
i----- ---------.:---- "-- ---r'-~.--~.' ------------';---...-- ------. - ----',--------------------f--------------- --y------ - -- ---.--- -------r----------- --.- ---~~- - -.-..--~------- ---- ~ r-- _.__ _.____ ____JI
~ Ii, I" I I ! !
!-~- ~ ~ -~--~ -~ ______l______ -~-- ----~_-I---~------_ ~ ___ ___ L_____ ~~_______L___ ___ _~__~_____~L ________________ _______ ~ ____ -___~~_________L_____~_~_____ __ _ ___.L _~___ _ ___~_______ ~I
i SOURCES & USES OF i
1------------[ -.EtJl!P-~-T---------- - r--------- - ,-----------:-- ------------T --- --T------------- --1"--------1
~ - --; ---- -~!-- ---- -----j -----------1--- ~ ---------1-------- ---- j_n__ -------- ---t--------1-------- --------i--------1
I SOU~CES OF F~NDS.. .. _ I
Icomcaslf'iunds-+- - j-- - ~ - - - ~150:000:0~_n+- - - L --I
:-BRAfFurlcrs------I---~ --r---- ---.1--------t$T1D52~T- ----r-~----- -----l
I-------r-SOURCES OF FUNDS I ]--~---- I ------r $261,352.39 I
r----t---,------~~--- ! -I --I
~-- -----------1--- ---- ~--~ ---J
I
USES OF FUNDS
- ---.--- ---.---- ----.---"- -----. ----------_.~ O"_____m __________________ _.__. __ __...___._ ___ ._ __ __. ______ _ __~___._ _________~___ _._____ ___ ._~___._
~I $36, 200. oot---
$578.82+--
$286.17
i---------- -~---4--t'-~-
[Design: Hecker Architects I
IAdvertisement for Bids &C1ose-=Out A~--I
:PrTnting -Plans & Specs I ~
iside of Plans & Specs I
i County Building Permit --1----=1 $2,358.90
I Fiber connection i i $5,000.00 (?) --
1= ~-=- Subtotal I] I $44,423.89 --1
I Contractor: I ~
~ase Bid - Studio Addition --I 1$199,750.00 I i - I
[Alternate - Garage Struc~ure I L= 1$ i -++_~
rS.S.T-@8.6% ~I Subl" I i$17,178.50t-___ :
I-~-~--t r--- J~UbIO~ .. 1$216,928.50 I =::1
t_ -__ -1 U~ES or FUND~ L _1. - :::-1 _ _ J'. _-j~6~35~l~ =1
I
l
-L-
---I ~
r=-~
I
2
/~~
'7
/
CITY OF BREMERTON
BID TABULATION
BID TITLE: BKAT Studios - Phase"
OPENED BY: Carol Etgen
DATE OPENED: Apri/16,2008
TIME OPENED: 2:00 PM
RECORDED BY: Char Burnette
NAME OF BIDDER BOND '"f~ -rn:tv~ ITEM 3 ITEM 4 ITEMS ITEM 6 SALES TOTAL
/ I .- /~ tf 5-~ At. TAX
5J7//1-s-f/ II f/ls. / 197~ (JOe) 779/0 13 0; tjJJ'
/?/} i S jp'V t:/J ~ " ~~ifO ((1 SOO - / .
~ t./'/ ;{S; ~~ Yt6"
k/[() /s l~1 /r/L , ;<7YYo) j';5;{i{ / /Y'
t./ 3.;(/ t/~,
A/JIll #'1 r~ 1>7 c - " IJfflSlJ ~ d IX) pi/', if!
- 1.-/
,.
( /, .tlLtvY i fi~;/rf~ , 1~ -, -7
7JfJ IJ" i-r.- -a'1fk~ 1 /o7IvlZ; 3C~/e :;r;
I; (/1//1
I '/ f ( I
SUMMARY TOTAL BID COMMENTS
APPARENT LOW BIDDER ENGINEER ESTIMATE (INC SALES TAX) $ //~(} ~6)O de;
~ / I'
SECOND LOW BIDDER I
THIRD LOW BIDDER
--
I)\TL Sl B\IITI1D
\plll~. IlillS
HlI.I. ;f
.oB_~ I fJ.
SL
.\GE\IlA BILL
CITY OF BRF\IFRlO:\
CITY COL~CII.
...........................................................................................:
Sl n.J ECT: Rc(la:-i~i tiL:ation 8.:.
RC<lssi\!nn1\:nt in Pd')' Band fnr 0\ Sl:nior
~ .
Specialist to Deputy City Clt'rk
COll1mitte\: \ leeting Date
COt:\i(\L \I[FTI~G Dati:
Department.
Presenter.
Phone
\ .'1')' '))' 8
J2L~.: :): "'- (_ (J,_ _ ______
__ \'L~~Y _~"_~ !!~~~______,._____.__
Finance
u ___________". ____"____. _ __.__.._~____________ _H"_.~
Caml Ft!2,cn.. City Clerk
...- ---.- ------ -.-.._-.~-_. ----. _.~-- !.._- ------_.._~
--l73-5J23
SL\.'.ARY: The duties of the Otlice Assistant Senior in the Finance Division have long included
acting as back-up f()r the City Clerk \\hen necessary. Over time the duties and responsibilities have
become more rdated to the SllppOl1 of the City Clerk as a Deputy City CI~rk and less defined by the
classitication of Otlice Assistant Senior. Due to the confidential nature and responsibilities assigned
to this proposed position, it is recommended that the position be titled Deputy City Clerk and the pay
range for this position be set at' ~nA..de, 12 in the Non-Unifonned Represented Employees Salary
Schedule. The pay band adjustment \vill place this proposed position at a pay range comparable with
similar Deputy City Clerk positions in other jurisdictions.
A TTACHMF:NTS: Current Position Classitication/Job Description and Propost:d Position
ClassificationiJob Description for the reclassitied position.
FISCAL 1l\IPACTS (Include Budgeted Amount): The projected annual cost ditTerence is anticipated
to be $3,202.20, including salary and benetits.
CO!\livIITTEE CHAIR
COU~(,IL PRESIDENT
~"..
/.~,'
\PPROVALS .""'" ..--,,;,.
t . . ://:;;",',:;;-<> ,/~~:.-:::::>-
DEPARTMENT DIRECTOR,;~~~~~.~,:;..~:.._. _"
CITY A TTOR;\iE Y: " ~-:;:;c>' -_ ~'""~"'.::::-:'-----<-_.
. ::-~.<. -~~--:;/' . ,.~?~~_._----- .. .'
FINAl'JCE DIRECTOR. /~:-~:~.k1'&Zu'-~'("::/~7?;;:~...~.-
, ...:./ 7 i / "".~ ~r-';;t ,
'!).' ;..... r1 ,. ,'l .J .<1' ,
1\1.\ '\ OR. ", i1" '''',^.,-,,~~.,_.
------"-~ ...' , ..... ~
'" '7 ""'" ~
. .,
/ : 1/:' .
;", j /,' / /
2ffj-~7:/:' <' ~~~:'~2j' {:.. ~-:::~=-----.:--
.~ I .
/:7" -. -- ...- .! -----r' ---- .,.,/----- . -- -
i(:c)~~;~ENl=---.-\(;E~~-r)-;\ .~l
I ~:
; Cfi\F!:Vl 1:)1 ;cli\ESS 0 i
: ..J.. ~, '\ . :) ,..~, ~., !
I PI 'BI Ie HF..\RINC n [
i. "__ .__~::__.._.n'~_ _...~ _. . .-_: :.__._._._~~._._:J _. ____ ___I==-~.__.j
RECO"'JF\DFO \IOTiO\:
\Iu\ e to approve the reciassiticatiol1 from 0\ Senior Specialist to Deputy Citv Clerk 8:. reassignment
in the Pay Band to Grade! 2
COl :\C1L\CTIO'i: f.]\p[J/()\C i-'J Lkll\
T,illk
[] (', lilt! IHI\,:
f\o\ct :')11
DEPUTY CITY CLERK
.JOB CLASSIFICATION
GENERAL FUNCTION
Responsible in the day-la-day operation of the City Clerk's Oflke: serve as City Clerk in the absence of the Cit~
Clerk: provide general Sllpport to the Mayor and City Council as requested; provide administrative support to the
Financial Services Division Director.
DISTINGUISHING CHARACTERISTICS
The Deputy City Clerk is distinguished from other Administrative Assistant (Uld clerical positions by its relationship
to the City Clerk. The incumbent must have a thorough undersl.:.mding of the operations of a municipal City Clerk's
fUllctions and legal obligations and the ability to handle a broad scope of proprietary, sensitive and confidential
information.
SUPERVISION RESPONSIBILITIES
While this is not a management positio", in the absence of or at the request of the City Clerk, the Deputy Clerk may
assign priorities and speciall.:.1Sks, reviewing of work per[omled or produced, and training of assi!:,'Iled employees.
The Deputy Clerk may assist in hiring of staff
REPRESENTATIVE ESSENTL-\L DUTIES AND RESPONSIBILITIES (Note - This list is intended only to
illustrate the various types of work that may be performed. The omission of specific statements docs not exclude
them fTOm the position.)
. Establish and maintain pennanent files and Jogs for City codes, official minutes, ordirumces, resolutions, leases,
contracts. policies and procedures ,md other legal documents for the City; maintain proper indexing of files to
provide for effective retrieval of records in compliance with the adopted State Records Retention Schedule.
. Coordinates updates, additions and revisions to the Bremerton Municipal Code.
· Is familiar with tIle public records process and assists the City Clerk with public disclosure requests.
· In the absence of tIle City Clerk attend City Council meetings, coordinate collection of agenda bills in
preparation for City Council meetings and process paperwork after COlmcil meetings.
/
· Perform review of contracts and agreements in preparation [or signature; ensure compliance with policies and
procedures; assure proper clearances by department staff prior to execution; fonvard official documents for
signature and maintain contract files after execution.
· Balances the Financial Division's petty cash fund and prepares transmittal of receipts and payments to the
Trcasurer's Office.
.. Assists the City Clerk \\ ith preparation of the City Clerk' s Office annllal budget through research and
information gathering.
I
· Prepares ordinance sununaries and meeting notices according to legal requirements. Performs filing of various
docllments. legal notices and other records.
· Communicate with City personneL government agencies, the general public and others (0 provide and obtain
information
· Clearly explains complex regulations that may not be well accepted, both in person and over the telephone.
IkpU1Y Clly Ckrk
]OOX
Page Ion
. Has a working knowledge of and provides backup for preparation of Departmental Purchase Orders and
payments when necessary
. Assists City Clerk with various duties slIch as bid calls and bid openings according to established procedures.
. Assists tJle City Clerk with the Parking System Progr:lln.
· Participates in policy and procedure development for the City Clerk's Office.
· Works cohesively with City Clerk staiT
· Maintains the LEOFF I files. processes payment of medical claims for LEOFF I retirees and beneficiaries.
attends Pension Board meetings and transcribes and produces minutes for those meetings.
· Has working knowledge of and provides backup for the Fin;meial Division's office supply inventory and
purchasing process.
· Shares the responsibility for preparation and distribution of mail for the Finance Division.
. Maintains ;md processes Department payroll.
· Has working knowledge of the residential parking program.
· Initiates. edits. and composes correspondence and other written matelial on a variety of issues requiring an in-
depth understanding of department policies and procedures, City ordinances. and the City's functions,
principles, and practices. Prepares forms and confidential letters on new and current employees of the City
Clerk's Office.
· Participates in emergency management operations as nceded.
· Provides administrative support as needed to the Financial Services Director.
Other Duties
Regular attendance is an essential requircment.
Performs relatcd work as assigned and/or requircd.
Provides backup and temporary relief to City Clerk staff when nl.'Cessary.
KNOWLEDGE. SKILLS AND ABILITIES (Entry Rcquiremcnts)
Knowledge of:
· State and local laws and regulations regarding public records, public mcetings, legal noticcs, licenses and
other assigned ftUlctions.
· City functions. plinciples, and practices including policies and procedures.
· BARS (Washington State Budgeting, Accounting and Reporfing System) and the RCW's rclating to
municipalities.
· Recordmanagcl11cnt systems. techniqucs and tcchnology.
· Record-keeping techniques and the State Records Retention Schedule.
· Up-to-date office practiccs. procedures and equipment. business English, spelling, letter writing, and
documcnt prcparation.
SI-dll in:
· Usc of traI1scription equipmcll1 alld standard office equipment such as computer, printer. typewriter. calculator,
facsimile machine. photocopier. tape recorder and multi-function telephone systems.
J)cPU!\ Cit \ Ckrk
200"
Pag\.' 2 or:~
:\hilit~, to:
. Perform the duties of the City Clerk in the absence of t he City Clerk. including attendance at evening meetings
when necessary.
. Maintain confidentiality.
. Commuuic:lle effectively both orally and in writing.
. Demonstrate f1e:-;ibility.
· Compose and prepare routine correspondence, reports. and various documents accurately using independent
judgment.
· Works effectively and in a professional manner while \vorking with interruptions, strict deadlines and handling
multiple projects simultaneously.
· Independently prioritize daily activities and tasks for most effective lime management.
. Keyboard 60 words per minnte.
· Maintaining effective relationships with other employees, the general public, public and private agencies.
· Work cooperatively with others as a member of a team, in a courteous and tactful manner, including in
situations that may be highly emotionally charged and controversial in nature.
· Work efficiently under pressure and with constant intemlptions.
QlJALIFYING EDUCA nON AND EXPERIENCE (Minimum Requirements)
· Any combination of education and experience equivalent to an Associate's Degree and 4 years increasingly
responsible office experience with emphasis on accounting and confidential secretarial functions, including one
year government experience. Proficiency in Microsoft Office Software (Word. ExceL Access, etc.).
· Produce 60 words per minute (WPM) using a computer keyboard. .
PHYSICAL REQUIREMENTS
Must be able to speak. receive <Jnd understand both written and oral communication and give written and oral
instmctions. Frequently requires continuous hand and finger movements. Requires visual acuity at 2tY' or less and
hcaring acuity for speech discrimination. Requires frequent sitting, standing and occasional walking. Occasionally
requires the ability to lift and/or carry objects ,veighing up to 30 pounds. Frequently requires bending at the waist
and occasionally requires kneeling. Requires reaching at and below the waist and occasionally above the shoulder.
WORKING CONDITIONS
Busy and demanding office environment.
LEGAL and REGULA TORY EMPLOYMENT CONDITIONS
Fair Labor Standards Act: TIle cl<Jssification is non-excmpt under the laws of fc1ir Labor Standards Act minimum
wage and overtime provisions.
AIJllointment and Removal Autlwrit)': TIle position is filled by appointment by the Financial Services Director.
Removal is by action of the Financial Services Director.
This classification specification does not constitute an cmployment agreemcnt betwecn the City and cmploycc. It is
subject to change by the City as the needs of the City and requirements change.
rkpll!v CIl\ Ckrl
200X
p,,?,~ :J ,)f:J
OFFICE ASSISTANT SENIOR SPECIALIST
,J08 CLASSIFICATION
GENER<\L FlJNCTION
Responsible for providing all secretarial support to a depm1ment director. including. maintaining record~.
communicating with citizens, city staff and other agencies: providing clerical support to division managers, as
needed. Serving as recording secretary to various boards; perfonning a variety of routine administrative duties to
support office operations. Provides highly responsible, confidential, complex clerical, technical, and administrative
support functions of broad scope and significance to department director including department payroll.
REPRESENTATIVE ESSENTIAL DUTIES AND RESPONSIBILITIES (Note - This list is intended only to
illustrate the various types of work that may be performed. The omission of specific statements docs not exclude
them from the position.)
. Provides administrative level clerical support to director and managers. lncludes working knowledge of
policies, file retrieval and maintenance and photocopying. Formats and edits documents ;md correspondence
that may include proprietary and confidential information. Composes routine correspondence and reports as
required. Schedules director's appointments as requested. Arranges and coordinates meetings with city staff,
other goverrunent officials, outside agencies and public. Prepares and sends meeting notices and agendas as
required. Prepares ,md distributes incoming and outgoing mail.
· Researches and compiles information and statistical data for various types of reports from intcmal and extemal
sources. Develops report format (Uld composition. Ensures accuracy of compiled dat.'l.
. Sets up and maintains files for active and archived city records including ordinances, resolutions, contracts,
deeds, etc., following established record management guidelines. Scans ,md indexes city records into
computerized document imaging system.
· Initiates, edits, and composes correspondence and other written material for Department Head, CounciL and/or
Mayor's signature on a variety of issues requiring an in-depth understanding of department policies and
procedures, City ordinances, and the City's functions, principles, and practices. Prepares forms and confidential
letters on new and current employees.
· Designs;md develops specialized forms and databases for the department (spreadsheets, time sheets, rosters,
phone lists), including flyers, charts, pamphlets, and tnl1lsparencies for meetings or special presentations.
· Inventories and stocks all department supplies. Ivfatches invoices to receiving documents and resolves any
discrepancies. Ensures correct funding is annotated on the invoices prior to submittal for payment.
· Ensures travel ,Uld accommodation arrangements arc made for the Department Head or other department
members as required. Registers the Department personnel for conferences and workshops and prepares
itineraries.
· Reviews daily newspapers and maintains clipping files of appropriate articles. Copies and distributes aJ1iclcs to
department/division heads.
Other Duties
Regular attendance is all ('sscntial re1luircmcllt
Ped'omls related work as assigned and/or required
omcc .\,;slslant Senior Specialist
Rc vised: 200G
Pagc 1 on
KNOWLEDGE, SKILLS AND ABILlTlI<:S (Eutn Rl~(IUirel11ents)
Knowledge of:
. Up-to-date office practices, procedures and equipment. business English. spelling. letter writing, and
docnmcnt preparation
. City functions. pllllciples. and practices including policies rind procedures.
Skill in:
o Use of transcription eqnipment and standard office equipment snch as computer, printer, typewriter. calculator.
hlcsimile machine, photocopier, tape recorder and multi-function telephone systems.
Abilit~, to:
. Maintain confidentiality.
. Comullmicate effectively both orally and in writing.
. Demonstrate flexibility.
. Compose and prepare routine correspondence. reports, and various documents accurately using independent
judgment.
. Work in a rapid pace work environment prioritizing mulliple prQjects while meeting deadlines.
. Independently prioritize daily activities and tasks for most effective time management.
. Keyboard (jO words per minute.
. Maintaining effective relationships with other employees. the general public, public and private agencies.
. Work cooperatively with others as a member of a team, in a courteous and tactful maImer, including in
situations that may be highly emotionally charged and controversial in nature.
. Work efficiently under pressure and with constant interruptions.
QUALIFYING EDueA nON AND EXPERIENCE (Minimum Requirements)
. Any combination of education and experience equivalent to an Associate's Degree and 4 years increasingly
responsible office experience with emphasis on accounting and confidential secretarial functions, including one
year government experience. Proficiency in Microsoft Office Software (Word, Excel, Access, etc.).
. Produce 60 words per minute (WPM) using a computer keyboard.
PHYSICAL REQUIREMENTS
Must be able to speak, receive and understand both written and oral cOllJmunication and give written and oral
instmctions. Frequently requires continuous hand and finger movcmcnts. Rcquircs visual acuity at 20" or less .md
hearing acuity for speech discrintinalion. Requires frequent sitting, standing and occasional walking. Occasionally
requires the ability to lift and/or carry objects weighing up to 30 pounds. Frequently requires bending at the waist
and occasionally requires kneeling. Reqllires reaching at and below the waist and occasionally above the shoulder.
WORKING CONDITIO~S
Busy and demanding office environment.
LEGAL and REGULATORY EMPLOYMENT CONDITIONS
Fail' Labor Standards Act: The classification is non-exempt under the laws of fair Labor Standards Act minimum
wage and overtime provisions.
Ot1icL' ,\s,;istant S"ni"r Sp,;,'ialisl
R"vi",'d. ~(J()6
P:tg~ 2 l)f J
Representation: Thc classification is included in thc bargaining unit pursuant to the Recognition Article of the current
labor agreement bet,,'ccnlhe City of Bremcrton and the Teamsters Locll 589.
Civil Sel"vice: The classificatioll is included in the City's Ci\il Service System
ApJlointment and Removal Authorit,y: The position is filled by appointmcnt by the Department Head. Removal is
by action of the Department I-lead in conformance with Civil Service Rules.
This classification specification docs not constitute an employmcnt agreemcnt between the City and employee. It is
subjcct to change by the City, with approval by the Civil Service Commission, as the needs of the City and
rcquirements change.
()niL'~ ..\ssi,qanl S~nior Sp~l'iali'l
P~\'is~d: 2()(j6
Pa~c J ~)r.1
CITY OF BREMERTON
SALARY SCHEDULE AND JOB CLASSIFICATION
NON-UNIFORMED REPRESENTED EMPLOYEES
Effective 1-1-2008
STEP AND MONTHLY SALARY
GRADE JOB CLASSIFICATION A B C D E F G
4 Parks Laborer 2,526 2,592 2,653 2,727 2,802 2,873 2,950
5 Office Assistant I 2,653 2,727 2,802 2,873 2,950 3,025 3,111
6 Office Assistant II 2,802 2,873 2,950 3,025 3,111 3,191 3.279
7 Customer Service Representative 2,950 3,025 3,111 3,191 3,279 3,364 3,451
Evidence Property Control Specialist
Office Assistant III
Police Records Specialist I
8 Accounting Assistant II 3,111 3,191 3,279 3,364 3,451 3,548 3,644
Lead Evidence Property Control Specialist
Legal Technician
Mechanic's Helper
Office Assistant Sr.
Recreation Prog. Coar. I
9 Accounting Assistant III 3,279 3,364 3,451 3,548 3,644 3,740 3,848
Police Records Specialist II
Water Resources Assistant
10 Accounting Assistant Sr. 3,451 3,548 3,644 3,740 3,848 3,954 4,061
Office Assistant Senior Specialist
Parks Service Specialist
Payroll Specialist
Project Assistant
Web Support Specialist
11 80S I 3,644 3,740 3,848 3,954 4,061 4,180 4,290
Engineering Technician II
Facilities Service Specialist
Permit Technician
Recreation Program Coord. II
Sign Shop Service Specialist
Street Service Specialist
Utilities Service Specialist
Water Operator
WWTP Operator Trainee
12 Court Home Detention Specialist 3,848 3,954 4,061 4,180 4,290 4,403 4,527
Forestry Service Specialist Sr.
Parks Service Specialist Sr.
Probation Officer
Rec. Program Coordinator III
Warrant Server
WWTP Maintenance Technician
1'>7
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
BILL # ___() (j_==_lL;;J----
5M
DAlE SUBMlrn:D: Apnl 10, :WOX
........................................................................................
SUBJECT: 2008 Budget Amendment tor
2007 Project Carry Forward Items
Committee Meeting Date: April 23, 2008
COUNCIL MEETING Date: M~y 7, 2008
Department: Financial ~_ervices
Presenter: . Caroline Tompson
Phone: 473-5209
SUMMARY: Several projects that were underway at the end 01'2007 and/or expected to be
completed prior to the end of 2007 - were not completed by year end as anticipated. The attached
schedule to this agenda bill includes a listing (by fund) of the previously approved expenditures and
related revenue items that were not concluded. These expenditures now require a budget adjustment
to authorize these expenditures to occur in 2008. Funds for these expenditures are provided by the
carry forward of greater fund balances from 2007 (resulting from these expenditures not occurring as
originally planned) and/or from delayed receipt of identified revenue sources that also carry forward
into 2008.
ATTACHMENTS: Discussion memorandum and schedule of expenditures & related revenue items
to be carried forward to 2008
FISCAL IMPACTS (Include Budgeted Amount): These project expenditures were previously
approved and budgeted for. The effect of not completing these expenditures in 2007 is that the ending
fund balances of the affected funds are greater than the 2008 budget anticipated beginning fund
balances to be. The 2008 budget amendment for these expenditures will be provided for from the
carry forward of these greater fund balances and/or from delayed receipt of identified revenue sources
that also carry forward into 2008.
APPROV ALS:
DEPARTMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MA YOR:
~....._..--
.----
":."'''T;'U'~
COMMITTEE CHAIR
COUNCIL PRESIDENT:
CONSENT AGENDA ~
GENERAL BUSINESS 0
PUBLIC HEARING 0
RECOMMENDED MOTION: Move to amend the 2008 budget to include expenditures, and any
related transfers of funds and revenue sources, as identified, for previously approved projects that
were not completed by the end 01'2007.
COUNCIL ACTION: 0 Approve 0 Deny 0 Table
o Continue 0 No Action
:"m.;-'':.;;:;,:c.;':''::''':;;:'~";:;ril
"I
, ' ~ji
.', jil
" Ii:
, ;1
1'1
',t...~" _.._."...".,.~"J.
,,,......- .'.""....- " ...... Memorandum
'__..~.--"._, ~._, ~"_.'_~'."".~~~n~
To:
From:
City Council
Mayor Cary Bozeman
Caroline Tompson, Budget Analyst 0..
Re:
2008 Budget Amendment for 2007 Carry Forward Projects
Date:
April 10, 2008
Each year there are projects underway and/or expected to be completed by the
end of the year that for a variety of reasons end up not concluded in the timelines
expected. Because the projects were expected to conclude by year end (2007)
- no provisions are made in the following budget year (2008) for these
expenditures. These expenditures were previously budgeted for, so the effect
of the work not being completed is that the ending fund balances of the affected
funds are greater than the following year budget anticipated and/or there is a
delay into the subsequent year of receipts from identified revenue sources. The
funds are available from the carry forward of greater fund balance and delayed
revenue sources receipts, but a subsequent year budget adjustment is necessary
to provide expenditure authority for the project managers.
In previous years, these budget amendments to carry forward uncompleted
projects came to council for approval in a series of individual agenda bills. Two
years ago we instituted a change to this practice by collecting the information and
doing one agenda bill for action on all the known items that require a carry
forward budget approval. This seems to be working well and we are managing
this process in the same way for 2008.
, /
The attached list of budget adjustments are the items that staff is asking council
to approve for expenditure in 2008. The funding for the additional 2008 budget
approval is from the carry forward of fund balance from the prior year and/or from
the carry forward of delayed receipts of identified funding sources. With
council's approval of this agenda bill, the work may be completed on the projects.
When the mid year budget amendment ordinance is prepared - these and other
budget amendments acted upon by council by previous motions or resolutions
will be formally incorporated into an amended 2008 budget.
Staff is asking for your approval of these 2008 budget amendments at the
Council's May 7,2008 business meeting.
2007 Carryover/Projects - Expenditures
Fund Dept. Project/Comments Coding Amount
001 General Fund 49 Facilities Projects #49011 Paint SaG Exterior 518.304954910 9,450
001 General Fund 49 Facilities Projects #4977 Gov't Center Halon Fire System 594.184956210 10,525
001 General Fund 49 Facilities Projects #4984 SaG Storage Area 594.184956210 10,600
001 General Fund 49 Facilities Projects #4999 Gov't Center Security Upgrade 594.184956210 13,650
001 General Fund 49 HVAC Improvements at Police Station 594.1849 56210 60,370
001 General Fund 51 Parks Aquatic Center Window/SkylighURoof Repair (funded by CDBG) 576.2051 54830 24,330
001 General Fund 51 Greenhouse Project 594.7651 56510 1,175
001 General Fund 62 Office Furniture for Sinclair Building Move 559.1062 53510 3,100
001 General Fund 62 Finding Way Signs 559.106254910 10,000
101 Arterial Street 41 Auto Center Way Capital Project Not Completed in 2007 (#1085) 595.3041 56510 45,000
101 Arterial Street 41 Warren Ave Off-Ramp Capital Project Not Completed in 2007 (#1155) 595.3041 56510 35,000
103 Contingency Reserve 81 Transfer to Public Safety (Cencom Building Sale) 597.0081 50302 350,000
104 Civic Improvement 82 Transfer to General Fund for Finding Way Signs 597.008250001 10,000
105 Parking 43 Parking Security System 594.4243 56210 22,800
105 Parking 43 Exterior Parking Signs 594.4243 56210 28,000
106 CDBG 63 Transfer Out to GF Parks Aquatic Center Window/SkylighURoof Repair 597.006350001 24,330
106 CDBG 63 Transfer Out to Parks Construction for Eastpark Renovation Project 597.006350310 88,500
113 BKAT 84 Capital Improvements for New Facility 594.718456210 28,560
113 BKAT 84 Capital Improvements for New Facility 594.7184 56430 174,280
302 Public Safety 27 Police Parking Lot Purchase 594.2127 56110 180,000
302 Public Safety 27 Police Parking Lot Improvements 594.212756310 30,000
302 Public Safety 27 Police Shooting Room 594.2127 56210 43,696
302 Public Safety 27 Transfer Out to Facilities for HVAC Improvements at Police Station 597.002750001 60,370
302 Public Safety 27 Refurbish Fire Boat 594.2227 56430 33,000
302 Public Safety 27 Exercise Equipment (Fire) 594.222756430 19,300
302 Public Safety 27 Fuel Pump Card Reader (Fire) 594.2227 56430 25,000
302 Public Safety 27 Generators for Fire Stations #2 & #3 594.222756430 94,000
308 General Gov't Capitallmpr. 83 Transfer Out to GF for General Facility Improvements 597.008350001 34,775
308 General Gov't Capitallmpr. 83 Trans Out to GF for Facility Imp Previously Carried Forward for Gov't 597.008350001 35,000
Center Storage (AB 08-007)
310 Parks Construction 59 East Park Renovation Project ($88,500 funded by CDBG) 594.765956310 113,650
451 Wastewater 35 SE Bremerton Sewer Project (#5035) Not Completed in 2007 594.353556510 75,000
2007 Carryover/Projects - Revenues
Fund Dept. Project/Comments Coding Amount
001 General Fund 49 Trans In from Gen Gov't Cap Impr for Facility Improvements 49 397.0308 34,775
001 General Fund 49 Trans In from Gen Gov't Cap Impr for Facility Imp Previously Carried Forward 49 397.0308 35,000
for Gov't Center Storage (AB 08-007)
001 General Fund 49 Trans In from Public Safety for Police Building HVAC Improvements 49 397.0302 60,370
001 General Fund 51 Trans In from CDBG for Aquatic Center Window/Skylight/Roof Repair 51 397.0106 24,330
001 General Fund 62 Trans In from Civic Improvement for Finding Way Signs 62397.0104 10,000
103 Contingency Reserve 81 Sale of Cencom Building 81 395.1002 350,000
302 Public Safety Bond 27 Transfer from Contingency Reserve - Proceeds from Cencom Building Sale 27397.0103 350,000
310 Parks Construction 59 Transfer In from CDBG for Eastpark Renovation Project 59397.0106 88,500
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
BILL# DB - 1(3
5~
DATE SUBMITTED: April 14, 2008
........................................................................................
SUBJECT: Approval of professional
services agreement with Nyhus
Communications LLC
Committee Meeting Date: April 23, 2008
COUNCIL MEETING Date: May 7,2008
Department: Financial Services
Presenter: Laura S. Lyon
Phone: 473-5722
SUIVIMARY: Staff recommends approval of a professional services ae,Tfeement in an amount not to
exceed $38,500 with Nyhus Communications LLC to promote and attract tourism to the Harborside
District, and the City of Bremerton in general, as a premier entertainment destination for people
throughout the Puget Sound region. The goal is to build public interest, excitement and attendance at
summer and fall events in Bremerton through a proactive public relations program. Consultant will
work in partnership with other area businesses and organizations to target the Seattle and Tacoma-area
markets as well as broaden general public awareness within the region for the purpose of increasing
attendance for the concerts, festivals, and various other summer and fall events held in Bremerton.
The lodging tax allocation committee recommended (and it was subsequently approved and adopted
by the City Council in the 2008 budget) that $38,572 be allocated and used in 2008 for the purposes
of contracting with a consultant to develop and implement a marketing program for the City of
Bremerton.
A TT ACHMENTS: Professional Services Agreement
FISCAL IMPACTS (Include Budgeted Amount): This professional services agreement has a "not to
exceed cost" of$38,500 and is fully budgeted for in the 2008 Civic Improvement Fund (lodging tax)
budget.
APPROV ALS:
DEP AR TMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MA YOR:
COMMITTEE CHAIR
COUNCIL PRESIDENT:
~.,
-
,,---
-....--...~---
-.."0..........
.,
CONSENT AGENDA ~
GENERAL BUSINESS D
PUBLIC HEARING 0 I
RECOMMENDED MOTION: Move to approve a professional services agreement, in an amount
not to exceed $38,500, with Nyhus Communications LLC for marketing & promotion of Bremerton
Harborside District events, and authorize the Mayor to finalize and execute the agreement in
substantially the same fonn as presented.
COUNCIL ACTION: 0 Approve 0 Deny 0 Table
o Continue 0 No Action
PROFESSIONAL SERVICES AGREEMENT
Marketing & Promotion of Bremerton Harborside District Events
The City of Bremerton ("City") and Nyhus Communications LLC ("Consultant"), referred to
collectively as the "Pariies:' enter into the following Agreement for professional services:
I. Scope: The Consultant agrees to perform the services more specifically described in the
Scope of Work, attached hereto as Exhibit A, which is incorporated by reference herein. The Scope
of Work may be modified only pursuant to Section VILG. of this Agreement. If the Scope of Work
provides for unspecified additional services such services shall only be performed upon the express
written request of the City. Consultant further represents that the services furnished under this
Agreement will be performed in accordance with generally accepted professional practices in effect
at the time such services are performed.
II. Term: The City and the Consultant agree that work will begin on the tasks described in
Exhibit A immediately upon execution of this Agreement. The parties agree that the work described
in Exhibit A is to be completed as provided for in the work schedule attached hereto as Exhibit B;
provided however, that additional time shall be granted by the City for excusable delays or extra
work as provided for in section IX (A) of this agreement.
III. Compensation: In consideration of the services provided pursuant to this Agreement, the
City shall pay Consultant in an amount not to exceed $38,500 in fees, plus agreed expenses as set
forth in Exhibit C hereto. Consultant's charges and bills shall conform to the fee schedule attached
hereto as Exhibit C and incorporated herein by this reference.
The Consultant shall submit regular billing statements detailing work performed and amount
charged on each task or portion thereof The descriptions shall conform to and fall within the
categories set out in the Scope of Work and/or Fee Schedule. Upon receipt of a conforming billing
statement, the City shall promptly process payment. The Consultant's labor rates and billing fees
shall be as delineated in Exhibit C.
Consultant shall not perform work beyond the Scope of Wark, nor shall be compensated for
such work, unless the Scope of Work or amount of compensation is modified pursuant to this
Agreement. Consultant shall only be compensated for additional services if requested pursuant to
Section I and, if not otherwise provided, such compensation shall be in accordance with Exhibit C.
If a billing statement does not conform to this Agreement, the City may withhold payment
until the statement is brought into compliance. Such withholding does not relieve Consultant of its
obligations under this Agreement.
IV. Relationship of Parties: Consultant represents that it is skilled in the matters addressed in
the Scope of Work and is performing independent functions and responsibilities within its field of
expertise. Consultant and its personnel are independent Consultants and not employees of the City.
Consultant and its personnel have no authority to bind the City or to control the City's employees
and other Consultants. None of the benefits provided by the City to its employees, including, but not
Bremerton/Nyhus Communications LLC I
Marketing & Promotion of Bremerton Harborside District Events
Page 1 of 12
limited to, compensation, insurance, and unemployment insurance are available from the City to the
employees, agents, representatives, or sub-Consultants of the Consultant. Consultant will be solely
and entirely responsible ft.)1" its acts and for the acts of Consultant's agents, employees,
representatives and sub-Consultants during the perf<mmmce of this Agreement. The City may,
during the term of this Agreement, engage other independent Consultants to perfonn the same or
similar work.
As an independent Consultant, Consultant is responsible for its own management. The
City's administration and enf()fcement of this Agreement shall not be deemed an exercise of
managerial control over Consultant or its personnel.
As an independent Consultant, Consultant is responsible for payment of all taxes and
licensing fees necessary to perform its obligations under this Agreement. These taxes and fees
include but are not limited to State industrial insurance, Business & Occupation, State professional
licensing, and City business licensing. If any taxes or fees due the City have been declared
delinquent, the City may withhold the delinquent amount, plus any additional charges arising from
the delinquency, from any payments due Consultant.
V. Indemnification: Each party shall defend, indemnify and hold the the other party, its officers,
officials, employees, agents and volunteers harmless from any and all claims, injuries, damages,
losses or suits, including all legal costs and attorney fees, arising out of or in connection with its
performance of this Agreement.
The City's review or acceptance of any of the work when completed shall not be grounds to
avoid any of these covenants of indemnification.
Should a court of competent jurisdiction determine thai this Agreement is subject to RCW
4.24.115, then, in the event of liability for damages arising out of bodily injury to persons or
damages to property caused by or resulting from the concurrent negligence of the Consultant and the
City, its officers, officials, employees, agents and volunteers, the Consultant's liability hereunder
shall be only to the extent of the Consultant's negligence.
IT IS FURTHER SPECIFICALLY AND EXPRESSLY UNDERSTOOD THAT THE
INDEMNIFICATION PROVIDED HEREIN CONSTITUTES THE CONSULTANT'S WAIVER
OF IMMUNITY UNDER INDUSTRIAL INSURANCE, TITLE 51 RCW, SOLELY FOR THE
PURPOSES OF THIS INDEMNIFICATION. THE PARTIES FURTHER ACKNOWLEDGE
THAT THEY HA VE MUTUALLY NEGOTIATED THIS WAIVER.
The provisions of this section shall survive the expiration or termination of this Agreement.
VI. Insurance: The Consultant shall procure, and maintain for the duration of the Agreement,
insurance against claims for injuries to persons or damage to property which may arise from or in
connection with the performance of the work hereunder by the Consultant, its agents,
representatives, employees, sub-consultants or sub-Consultants.
Bremerton/Nyhus Communications LLC
Marketing & Promotion of Bremerton Harborside District Events
Page 2 of 12
2
Before beginning work on the project described 111 this Agreement, the Consultant shall
provide a Certificate of Insurance evidencing:
1. Automobile Liabilitv insurance with limits no less than $1,000,000 combined single limit
per accident for bodily injury and property damage; and
2. Commercial General Liabilitv insurance written on an occurrence basis with limits no less
than $1,000,000 combined single limit per occurrence and general aggregate for personal
injury, bodily injury and property damage. Coverage shall include but not be limited to:
blanket contractual; products/completed operations/broad form property damage; explosion,
collapse and underground (XCV) if applicable; and employer's liability; and
3. Excess Liabilitv insurance with limits not less than 1,000,000 limit per occurrence and
aggregate.
4. Professional Liabilitv insurance with limits no less than $1,000,000 limit per
occurrence/claim.
Any payment of deductible or self insured retention shall be the sole responsibility of the
Consultant.
All required policies shall be provided on an "occurrence" basis except professional liability
insurance (if required), which may be provided on a "claims-made" basis.
The City shall be named as an additional insured on the Commercial General Liability
insurance policy, as respects work performed by or on behalf of the Consultant and a copy of an
endorsement that is acceptable to the City, which names the City as an additional insured shall be
attached to the Certificate of Insurance. The City reserves the right to receive a certified copy of all
the required insurance policies and endorsements. The City further reserves the right to reject any
unacceptable policies and/or endorsements.
The Consultant's Commercial General Liability insurance shall contain a clause stating that
coverage shall apply separately to each insured against whom claim is made or suit is brought,
except with respects to the limits of the insurer's liability.
The Consultant's insurance shall be primary insurance as respects the City and the City shall
be given thirty (30) days prior written notice by certified mail, return receipt requested, of any
cancellation, suspension or material change in coverage.
The City also reserves its unqualified right to require at any time and for any reason, proof of
coverage in the form of a duplicate of the insurance policy with all endorsements as evidence of
coverage.
VII. General Conditions:
A. Reports and Int()lmation: \Vl1en requested by the City, but no more often than monthly,
Consultant shall furnish reasonable periodic reports and documents on matters covered by this
Agreement. The reports and documents shall be fumished in the time and form requested.
Bremerton/Nyhus Communications LLC
Marketing & Promotion of Bremerton Harborside District Events
Page 3 of 12
3
Consultant shall maintain accounting records in accordance with Generally Accepted Accounting
Principles (GAAP) to substantiate all billed amounts.
B. Ownership and Use of Records and Documents: Original documents, drawings, designs
and repolis, including those in electronic format, developed under this Agreement are the property of
the City. All written information submitted by the City to the Consultant in connection with the
services performed by the Consultant under this Agreement will be safeguarded by the Consultant to
at least the same extent as the Consultant safeguards like information relating to its own business. If
such information is publicly available or is already in Consultant's possession or known to it, or is
rightfully obtained by the Consultant from third parties, Consultant shall bear no responsibility for
its disclosure, inadvertent or otherwise.
All data, documents and files created by Consultant under this Agreement may be stored at
Consultant's office in Portland, Oregon. Consultant shall make such data, documents, and files
available to the City upon its request at all reasonable times for the purpose of editing, modifying
and updating as necessary until such time as the City is capable of storing such information in the
City's offices. Duplicate copies of this information shall be provided to the City upon its request,
and at reasonable cost.
All documents, including all reports, drawings, specifications, computer software or other
items prepared or furnished by Consultant pursuant to this Agreement, are instruments of service
with respect to the project and are the property of the City. Any reuse by the City for other than the
specific purpose intended will be at City's sole risk.
C. Work Performed at Consultant's Risk: Consultant shall take all precautions necessary and
shall be responsible for the safety of its employees, agents, and sub-consultants in the performance
of the work hereunder and shall utilize all protection necessary for that purpose. All work shall be
done at Consultant's own risk, and Consultant shall be responsible for any loss of or damage to
materials, tools, or other articles used or held for use in connection with the work.
D. Place of Work: The Consultant shall perform the work authorized under this Agreement
at its offices in Portland, Oregon. Meetings with the City staff as described in Exhibit A, Scope of
Work, shall take place at the City's offices, or at locations mutually agreed upon by the parties.
E. Entire Agreement: This Agreement and its Exhibits constitutes the entire agreement
between the Parties, and the Parties acknowledge that there are no other agreements, written or oral,
that have not been set forth in the text of this Agreement.
F. Severability: Should any part of this Agreement be found void, the balance of the
Agreement shall remain in full force and effect.
G. Modification: This Agreement may only be moditied by written instrument signed by both
Parties.
H. Written Notices: All communications regarding this Agreement shall be sent to the
parties at the addresses listed below by registered or I st class mail, or by personal service, and shall
Brcmerton/Nyhus Communications LLC
Marketing & Promotion of Brcmerton Harborside District Events
Page 4 of 12
4
be deemed sufficiently given if sent to the addressee at the address stated in this Agreement or such
other address as may be hereafter specified in writing.
City Address
Consultant Address
City of Bremcrton
Attn: Director of Financial Services
345 6th Street Suite 600
Bremerton, W A 98337-1873
Nyhus Communication LLC
Attn: Marc Stiles, Account Manager
1525 Fourth Ave., Suite 400
Seattle, WA 98101-1607
r. Waiver: Failure to enforce any provision of this Agreement shall not be deemed a waiver
of that provision. Waiver of any right or power arising out of this Agreement shall not be deemed
waiver of any other right or power.
J. Non-Waiver of Breach: The failure of the City to insist upon strict performance of any of
the covenants and agreements contained herein, or to exercise any option herein conferred in one or
more instances shall not be construed to be a waiver or relinquishment of said covenants, agreements
or options, and the same shall be and remain in full force and effect.
K. Compliance with Laws: Consultant shall comply with all applicable Federal, State, and
local laws in performing its obligations under this Agreement.
L. Choice of Law and Venue: This Agreement shall be interpreted according to the laws of
the State of Washington. Any judicial action to resolve disputes arising out of this Agreement shall
be brought in Kitsap County Superior Court.
M. Attorneys' Fees: In the event oflitigation to enforce any of the terms or provisions herein,
each party shall pay all its own costs and attorney's fees.
N. Assignment: Any assignment of this agreement by the Contractor without the written
consent of the City shall be void.
VIII. Nondiscrimination: Consultant shall not discriminate in employment or services to the
public on the basis of race, color, national origin, sex, religion, age, marital status, or disability,
except for employment actions based on bona tide occupational qualification.
IX. Termination: This Agreement shall remain in force until completion and acceptance of the
services, terminated by written instrument upon mutual consent, or by the City of Bremerton for
convenience. This Agreement may be immediately terminated for cause by a Party if the other Party
substantially tails to perform through no fault of the tellninating Party, and the non-perfcmning Party
does not commence COITection of the failure of perf0l111anCe within thirty (30) days of the
terminating Party's sending notice to the non-perfonning Party. Any Notice by Consultant shall
include a repoli showing the status of all items listed in the Scope of Work current through the
termination date.
Bremerton/Nyhus Communications LLC
Marketing & Promotion of Bremelion Harborside District Events
Page 5 of 12
5
If the City receives reimbursement by any federal, state, or other source for work described in
Section I herein, and that funding is withdrawn, reduced or limited in any way, or the project is
cancelled or substantially reduced after the execution date of this Agreement and prior to the
completion of the work, the City may summarily terminate this Agreement.
A. Excusable Delays: The right of Consultant to proceed shall not be tenninated nor shall
Consultant be charged with damages of any nature \vhatsoever for any delays in the completion of
the work due to: I) any ads of the federal government in controlling, restricting, or requisitioning
materials, equipment, tools, or labor by reason of war, national defense, or other national emergency;
2) any acts of the City, its consultants, or other public agencies causing such delay; and 3) causes not
reasonably foreseeable by the parties at the time of the execution of the Agreement that are beyond
the control and without the fault or negligence of the Consultant, including, but not restricted to, acts
of God, fires, Hoods, strikes, or weather of unusual severity. PROVIDED, HOWEVER, that the
Consultant must promptly notify the City within ten (10) calendar days in writing of the cause of the
delay. It: on the basis of the facts and the terms of this Agreement, the delay is properly excusable,
the City shall, in writing, extend the time for completing the work for a period of time commensurate
with the period of excusable delay.
B. Rights Upon Termination: In the event of termination, the City shall pay for all services
performed by the Consultant to the effective date of termination, as described on a final invoice \
submitted to the City. After termination, the City may take possession of all records and data within
the Consultant's possession pertaining to this project which may be used by the City without
restriction. Any such use not related to the project which Consultant was contracted to perform shall
be without liability or legal exposure to the Consultant.
CITY OF BREMERTON
CONSULTANT
By:
its:
Date:
By:
its:
Date:
Approved as to form:
Attest:
Bremerton City Attorney
City Clerk
R:\L~gal\L~gal"C()nlraC(s\FIN ANCEINyhus PSA.c lcan.4-16-U8.doc
Bremerton/Nyhus Communications LLC
Marketing & Promotion of Bremerton Harborside District Events
Page 6 of 12
6
Exhibit A - Scope of Work
Marketing & Promotion of Bremerton Harborside District Events
This work plan describes the tasks and work Consultant \vill complete to promote and attract tourism
to the Harborside District, and the City of Bremelion in general, as a premier entertainment
destination for people throughout the Puget Sound region.
The goal is to build public interest, excitement and attendance at summer and fall events in
Bremerton through a proactive public relations program.
Specifically, Consultant will:
· Target the Seattle and Tacoma-area markets to increase attendance for the concerts and
festival and regional and national media for the revitalization conference.
· Broaden public awareness of the summer and fall events in Bremerton throughout Seattle and
other parts of the region.
· Tell the story of Bremerton' s renaissance to national media.
· Support partnerships with neighborhood, community and media to promote Bremerton's
series of events.
Strategies
To achieve these goals, Consultant will work with Seattle-centric local and regional media through
individual pitches and timely news releases about the summer and fall events. We will make pitches
on behalf of the City of Bremerton to reporters and editors who cover events, outings, cultural
programs and music. We will create a media kit and news releases to support the major events as
they happen throughout the summer. Additionally, we will work with regional and national media _
through news releases and individual pitches - to publicize the noteworthy transformation of
Bremerton's waterfront.
We foresee ongoing and regular communication, as needed, with the City of Bremerton and other
germane organizations, such as the Bremerton Area Chamber of Commerce and other civic and
business groups. Our communications work will commence in May to gear up for the May 24
Marina Grand Opening and will continue through the last of the summer and beginning of fall events
in October.
Proactive Media Relations
Consultant will serve as the primary day-to-day media contact for the City of Bremerton and will
manage a proactive media relations campaign that will include the following:
Relationship-building with key reporters -- Like most people, reporters prefer to work with
sources they know and trust. Consultant has those relationships. It is essential to develop a
reputation for understanding repoliers' needs, such as providing accurate and timely
responses to inquiries. Consultant will further strengthen these relationships for Bremerton.
Bremerton/Nyhus Communications LLC
Marketing & Promotion of Bremelion Harborside District Events
Page 7 of 12
7
Positioning experts and media training -- To have a successful PR program, you need
ctfective spokespeople. Consultant will work with appropriate spokespeople before
announcements or media interviews to ensure successful print and broadcast coverage.
Announcements/media events -- Consultant will work with the City of Bremel10n to develop
and issue timely news releases and announcements of events. In addition, Consultant \vilI
work with individual reporters to effectively promote and position announcements.
Comprehensive media kits - Consultant will develop a comprehensive, tailored media kit
about Bremerton's summertime and fall celebrations and concerts as well as a second
tailored media kit to promote the city's ongoing renaissance and Urban Waterfront
Revitalization Conference.
Key Media Targets
The preliminary media target list for the project includes the following:
. The Seattle Times . Sammamish Reporter
. Seattle Post- Intelligencer . Kent Reporter
. The News Tribune (Tacoma) . Kirkland Courier Reporter
. The Bremerton Patriot . Redmond Reporter
. The Kitsap Sun . Renton Reporter
. The Kitsap Peninsula Business . Federal Way News
Journal . Federal Way Mirror
. North Kitsap County Herald . Highline Times
. Seattle Magazine . West Seattle Herald
. Seattle Metropolitan . KING 5 TV
. Seattle Homes & Lifestyles . KIRO TV
. Seattle Weekly . KOMO TV
. UW Daily . KCPQ (Fox 13 TV)
. Capitol Hill Times . KUOW-FM
. Beacon Hill News . KPLU-FM
. Magnolia News . All appropriate commercial radio
. Madison Park Times stations in the region
. Shoreline Journal . Puget Sound Business Journal
. University Herald . Seattle Daily Journal of Commerce
. The Herald (Everett) . Other appropriate new media
. Auburn Reporter outlets
. Bellcvue Reporter
. Bothell Reporter
. Kenmore Reporter
. Covington Reporter
. Issaq uah Reporter
BremertonlNyhus Communications LLC
Marketing & Promotion of Bremerton Harborside District Events
Page 8 of 12
8
In addition to the local and regional media targeted for cultural events, Consultant will promote
the Bremerton renaissance and Urban Waterfront Revitalization Conference to appropriate
national and regional media, including, but not limited, outlets such as the following:
. Urban Land
. Time magazine
. Newsweek
. USA Today
. New York Times
. Wall Street Journal
. Chicago Tribune
. Portland Oregonian
. San Francisco Chronicle
. Los Angeles Times
BremertonlNyhus Communications LLC
Marketing & Promotion of Bremclion Harborside District Events
Page 9 of 12
Exhibit B - Work Schedule
Marketing & Promotion of Bremerton Harborside District Events
Work is to be completed in a six month time frame beginning in May 2008 and conduding at the
end of October 2008. ('
Brcmerton/Nyhus Cm11munications LLC
Marketing & Promotion of Brcmerton Harborside District Events
Page 10 of 12
Exhibit C - Fee Schedule
Marketing & Promotion of Bremcrton Harborside District Events
Based on the City's communications needs for a thorough, proactive media relations campaign
for the series of summertime and early fall events, a monthly retainer fee of $6,000 for six
months will be paid. Consultant fees cover the professional services of Nyhus Communications
only and do not include the cost of other vendors that may be brought in, with prior approval, to
support City goals. Those costs are not covered by this contract and would be subject to City
approval and City budget availability.
Consultant fees are based on the standard hourly rates for the employees or contractors of Nyhus
Cqmmunications, which shall be as follows, unless adjusted by Nyhus Communications:
Senior Executives
Directors/Senior Strategists
Account Supervisors
Account Managers/Chief Writer
Account Executives
Account Coordinators'
Administrative
$300.00
$225.00
$200.00
$175.00
$150.00-$165.00
$100.00-$120.00
$50.00-$75.00
Marc Stiles, account manager, will serve as senior strategist. Leslie Boelter, account
coordinator, will be Bremerton's day-to-day contact and account lead. Other members of our
team at various levels will assist with elements of the program on an as-needed basis.
Consultant's budget is shown in the table below. The budget does not include any travel costs.
Consultant will complete this work on a retainer basis with incidental expenses to be reimbursed
(as supported by appropriate documentation) the total of which is not to exceed $38,500.
In addition to the foregoing fees, City shall reimburse Consultant for all business expenses
incurred by Consultant in the course of performing the work, including without limitation
communications expenses, supplies, travel, graphic design, video production services, Web
design and content development, media monitoring services, clipping services or reprints, and
photocopies, which shall be billed at a rate of 1.175 times the actual expense ("Expenses"). Any
expense in excess of $500 must be approved in advance by City. These expenses are in addition
to the expenditures identified in the budget below and will be subject to the cap on compensation
unless an amendment to this contract is executed increasing the contract budget amount.
Consultant may require that City advance funds to cover all or a portion of any Expenses as a
condition to incurring such Expenses. Altematively, Consultant may require that City contract
with vendors directly with respect to Expenses.
Bremerton/Nyhus Communications LLC
Marketing & Promotion of Bremerton Harborsidc District Events
Page II of 12
Budget
Item
1. Retainer - Professional Services
2. Other Direct Expenditures *
Costs
$36,008
$ 2,50
Total Not to Exceed Amount
$38,500
* Other Direct Expenditures Require Appropriate
Documentation Prior to Payment
Bremerton/Nyhus Communications LLC
Marketing & Promotion of Bremerton Harborside District Events
Page 12 of 12
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
BILL # 0 9 - J / 0
DA TE SUBMITTED: April 30, 2008
50
........................................................................................
SUBJECT: Ordinance No. 504.7
amending BMC Chapter 2.02 to establish a
new schedule for regular Council meetings
Committee Meeting Date: April 30, 2008
COUNCIL MEETING Date: May 7,2008
Department: City Attorney's Office
Presenter: Roger A. Lubovich
Phone: 473-2345
SUMM~RY: The proposed ordinance amends Chapter 2.02 of the Bremerton Municipal Code
entitled "City Council" in order to establish a new schedule for regular Council meetings and to make
other related changes.
ATTACHMENTS: Proposed ordinance
FISCAL IMPACTS (Include Budgeted Amount): none
APPROVALS:
DEPARTMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MAYOR:
-..-----
COMMITTEE CHAIR
COUNCIL PRESIDENT:
-
u).y~ ;;:/
I
CONSENT AGENDA a(
GENERAL BUSINESS D
PUBLIC HEARING D
RECOM~ENDED MOTION: Move to pass Ordinance No. 5047 amending BMC Chapter 2.02
relating to regular meetings ofthe City Council.
COUNCIL ACTION: D Approve D Deny D Table
D Continue D No Action
ORDINANCE NO. 5"01- 7
AN ORDINANCE of the City Council of the City of
Bremerton, Washington, amending Chapter 2.02 of the Bremerton
Municipal Code entitled "City Council" to establish a new
schedule for regular Council meetings and to make other related
changes.
WHEREAS, the City Council desires to amend provisions of Chapter 2.02 of the
Bremerton Municipal Code relating to Council meetings in order to establish a new schedule for
regular Council meetings and to make other related changes; NOW THEREFORE,
THE CITY COUNCIL OF THE CITY OF BREMERTON, WASHINGTON,
DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1. Section 2.02.010 of the Bremerton Municipal Code entitled
"Regular Meetings" is hereby amended to read as follows:
2.02.010 REGULAR MEETINGS.
(a) Regular Business Meetings. The City Council shall meet regularly to conduct
official business and to take action thereon on the first and third Wednesday of each calendar
month commencing at The time and place of the regular meeting of the City COlHlcil required by
Charter shall be each Wednesday at 5:30 5:00 p.m. at the designated Council Chambers or the
City Council Conference Room, City Hall, located at the Norm Dicks Government Center, 345
6th Street, Bremerton, Washington, ("City Hall"), or any other place within the corporate limits
of the City as provided in the public notice of meeting, except as follows:!.
(b) Study Sessions. Study sessions of the City Council shall be held on the second
and fourth Wednesday of each month at 5:00 p.m. at City Hall, or any other place within the
corporate limits of the City as provided in the public notice of meeting, to discuss administrative
matters and/or to review and discuss items to be considered at future regular business meetings.
(c) Holidays and Cancellation of Meetings.
(1) There shall be no regular meeting of the City Council during the week of
Thanksgi ving.
(2) If at any time any regular meeting of the City Council falls on a legal
holiday, then pursuant to RCW 42.30.070 such regular meeting shall be held on the next business
day.
(3) The City Council may, at its discretion, cancel a regular meeting due to
circumstances deemed warranted by the Council by providing notice of cancellation in the same
manner as notice of agendas of regular council meetings pursuant to subsection (64) of this
section.
(64) Agendas and Notice of Regular Meetings. A regularly scheduled City Council
business meeting may consist of a briefing session, study session, general business
meetingsession, and/or study sessionpublic hearing, a combination thereof, or any other format
as established by the City Council as noted in the Council agenda. Notices of agendas of all
regular meetings shall be posted at City Hall and delivered to the local television station and
City Council Meetings
local newspaper of general circulation by mail, facsimile, electronic mail or other similar means.
,^.gendas for City Council business meetings shall be in a format established by City Council
rules and procedures.
(c) Pre Council Meetings. The City Council shall meet at 5:00 p.m. on the same day,
immediately prior to the regular 'tveekly council meetings, for a pre Council meeting to discuss
the agenda for such regular meeting and/or other administrative matters.
SECTION 2. Severability. If anyone or more sections, subsections, or
sentences of this ordinance are held to be unconstitutional or invalid, such decision shall not
affect the validity of the remaining portion of this ordinance and the same shall remain in full
force and effect.
SECTION 3. Effective Date. This ordinance shall take effect and be in force ten
(10) days from and after its passage, approval and publication as provided by law.
PASSED by the City Council the
day of
,2008
WILL MAUPIN, Council President
Approved this
day of
,2008
CARY BOZEMAN, Mayor
ATTEST:
APPROVED AS TO FORM:
CAROL ETGEN, City Clerk
ROGER A. LUBOVICH, City Attorney
PUBLISHED the
EFFECTIVE the
ORDINANCE NO.
day of
day of
,2008
,2008
R:\Lcgal\Lcgal\Ordinances\City Council\Ch. 2.02.010 Amend-2008.doc
2
City Council Meetings
IMTF Slll~rvlITTFD:
B ILL It -__CLR_=-ll1
AGENDA BILL
CI'rY OF I3REMER'I'ON
CITY COUNCIL
'A
. . . . . . . . . . . '" . . . . . . . . . . . . . .~. . . . . . . . . . . . . . . II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . · · . · · · · · I
t'\J.\o~(C l--\eC\rl~,
SUBJECT: Resolution No. 3..!!21 adopting Committee Meeting Date: April 23,2008___
the 2009 CDBG/HOME Policy Plan COUNCIL MEETING Date: May 7,2008
Department: DCD - CJ)BG ______
Presenter: Marie Vila
Phone: 360-473-5375
SUMMARY: The CJ)BG / HOME Policy Plan sets parameters for the City's management of its
HUJ) entitlement, including outlining the citizen participation plan, application and review processes,
and eligibility and implementation requirements for grant funded projects. The 2009 Policy Plan has
been updated to include provisions for participation in the CDBG Section 108 Loan Guarantee
Program, and its accompanying administrative documents have been updated for dates and anticipated
funding.
ATTACHMENTS:
1. Staff Memo
2. Proposed Resolution with Exhibit A
a. Exhibit A: 2009 CDBG/HOME Policy Plan and its accompanying administrative
documents.
FISCAL IMPACTS (Include Budgeted Amount): none
COMMITTEE CHAIR
COUNCIL PRESIDENT:
CONSENT AGENDA 0
GENERAL BUSINESS 0
PUBLIC HEARING
RECOMMENDED MOTION: Move to pass resolution No. 3057 adopting the 2009
CDBG/HOME Policy.
APPROVALS:
DEPARTMENT DIRECTOR:
CITY ATTORNEY:
FINANCE DIRECTOR:
MA YOR:
COUNCIL ACTION: 0 Approve D Deny 0 Tahle
D Continue D No Action
DEPARTMENT OF
COMlVlUNITY DEVELOPMENT
MEMORANDUM
To: Bremerton City Council
From: Marie Vila, COBG/HOME Administrator
Date: April 9, 2008
Re: 2009 COBG / HOME Policy Plan
The CDBG / HOME Policy Plan sets parameters for the City's management of its HUD
entitlement, including outlining the citizen participation plan, application and review processes,
and eligibility and implementation requirements for grant funded projects. City Council adopted
the 2008 Policy Plan on May 2, 2007 by resolution No. 3039.
A 30-day public comment period, commencing April 2, 2008, was advertised in the Kitsap Sun.
Additionally, a public comment meeting was held April 8, 2008. All comments received from the
public will be provided to City Council for consideration. The Draft 2009 CDBG / HOME Policy
Plan, Application and Supplement will be presented to City Council for adoption in a public
hearing scheduled for May 7, 2008.
In addition to basic changes to application dates and anticipated funding from HUD, the Draft 2009
CDBG / HOME Policy Plan includes one programmatic change to include provisions for participation
in the CDBG Section 108 Loan Guarantee Program.
Section 1 08 provides communities with a source of financing for economic development, housing
rehabilitation, public facilities, and large-scale physical development projects. All CDBG program
regulations apply to activities carried out with Section 108 financing.
On April 2, 2008 City Council approved an amendment to the 2008 CDBG/HOME Action Plan to allow
participation under the Section 108 Program.
The Section 108 Program has historically been included in the City's CDBG/HOME Policy Plan, but
was removed in 2007 because staff did not anticipate activity under the program. Staff recommends
including Section 108 provisions at this time in order to allow the City to consider the program should
an appropriate opportunity arise.
If you have any questions about the program or recommended funding, please do not hesitate to
contact me at 473-5375.
.1.
RESOLUTION NO. 3D 51
A RESOLUTION of the City Council of the City of
I3remcr(oll, Washington, ;Iclopting lhe 2009 CDBCi/HOf'v1E Policy
Plan.
WHEREAS, the City of I3remerton receives a Community Development Bloek
Grant (CDBG) entitlement each year from the Department of Housing and Urhan Development,
and also receives funding from HUD's Home Investment Partnerships (I-laME) fund via an
inter-local agreement with Kitsap County; and /
WHEREAS, the City of Bremerton is required to establish a Policy Plan for the
City's management of its HUD entitlement, including outlining the citizen participation plan,
application and review processes, and eligibility and implementation requirements for grant
funded projects; and
WHEREAS, the City of Bremerton currently has an established CDBG/HOME
Policy Plan which is reviewed annually, and any programmatic changes are presented to Council
for approval; and
WHEREAS, the Department of Community Development CDBG/HOME staff
recommends adopting changes to the 2009 CDBG/HOME Policy Plan which includes provisions
for participation in the CDBG Section 108 Loan Guarantee Program and minor updates to
anticipated funding, dates, staff contacts and advisory committee members; and
WHEREAS, on Monday, April I, 2008 the Department of Community
Development CDBG/HOME staff advertised in the Kitsap SUN and concurrently posted on the
City's website a 30-day written public comment period commencing Aprill, 2008 and a public
hearing on Wednesday, May 7, 2008; and
WHEREAS, no comments were received during the advertised public comment
period; NOW THEREFORE,
THE CITY COUNCIL OF THE CITY OF BREMERTON, WASHINGTON,
DOES HEREBY RESOLVE AS FOLLOWS:
5,'HCT/ON I. The recitab ;lIld findings of fact scl furth in this resolution arc
herehy incorporated as if fully set furth herein.
SECT/ON 2. The 200<) CDBG/I-IOr\1E Policy PLln ;i1tached hereto as Exhihit A
and its ;lccomp;1I1ying ;ldministrativc documents, is herehy adopted.
200t) Cf)/JG/l/OMh' Po{;cy Plan
SJ,'CT/ON 3. }Q'ew12ijjJL II' ,lilY one \)r J1llll'C ~ectiulls, sllhsL'('lion~. ur
~L~ntcnccs u!' this Rc....olLllion are hL'ld to he uneollslitutional or in\"t1id. slleh decision shdll nut
,tCrcel the v;tlidilY 01' the rClll;lining purtion 01' tltis Resolution dnd the Sdllle shdll rCllldin in Cull
CorL:C ancl crkct.
S'BCT/ON 4. Elfeclil'e f)(/t!:-'. This Resolution shdll t;t\,;e crCed ;lIld be in Corcc
illllllediately upon its passage,
PASSED by the City Council 01' the City of Brelllerton, Washington this -~-
clay of ____~_~--, 2008,
WILL MAUPIN, Council President
APPROVED AS TO FORM:
ATTEST:
ROGER A. LUBOYICH, City Attorney
CAROL ETGEN, City Clerk
R:\Legal\Legal\Resolutions\Community Development\2009 Policy Plan,doc
/
2009 CDJJG/llOM E Policy P[all
ATTACHMENT A
2009 Community Development Block Grant
2009 CDBG/HOME POLICY PLAN
r..'~~.:,
L"
ill-
, . . - ' . ;
,..... ..... .,
. , . '" '.-
" - "'. tJ
". .
'-' _ ",
. - \, '.', -..'
-. . , -
.', . -'.. .-: '" "
COBG/HOME. pOLiCY PLANi"
Contents
C't' P t" t' PI '11"1
I Izen ar IClpa Ion an..................................................................................
Five Year Conso I idated Plan ............................................................................. v
Annual Allocation Process I Action Plan Submission ................................... vi
Section 108 Loan Guarantee Program........................................................... viii
Part I: 2009 CDBG/HOME Allocation - General Information ........................... 1
PART II: 2009 CDBG I HOME Allocation Policy...............................................6
,
PART III: 2009 CDBG National Objectives and Eligibility Requirements ...18
2009 C[)RC/H()Ml~ PLAN ANn Ar'I'LlC:,;TIiJr~
II
L','"''''
." ,. -.
,.:. ," .J',-
. -. ~.' . .
, .,"
-
. f,' ",'
CITIZ~N P ARTICIPA TIONpLAN>
'JJ]",,' ,"I
' ".-
~ . .'
INTRODUCTION
The City of Bremerton has received federal Community Development Block Grant
(CDBG) funds for over 20 years. During the period 1992 through 1995 the City deferred
its status to allow Kitsap County to become an urban county entitlement. The City
regained its entitlement status in 1996. The City has formed a consortium with Kitsap
County for the period of 2005-2009 and beyond under the HOME program in order to
better assure the receipt of funds.
Each year the City of Bremerton is eligible to receive CDBG and HOME funds. There are
specific rules and regulations governing the allocation and use of the funds, including
provisions for citizen involvement in decision making.
The City of Bremerton is committed to assuring opportunities for citizen involvement in
decisions concerning activities taking place within their communities. The citizen
participation plan outlines opportunities for citizen involvement in community
development and housing programs.
While the citizen participation plan gives citizens maximum opportunity to participate in
the planning, implementation and assessment of housing and community development
programs, final authority for development, modification and execution of programs lies
with the Bremerton City Council.
APPLICABLE PROGRAMS
The programs covered by the citizen participation plan are the Community Development
Block Grant (CDBG) Program and the HOME Program.
PURPOSE
The purpose of the Citizen Participation Plan is to provide an ongoing mechanism to
ensure widespread citizen participation whereby all citizens have an opportunity to fully
express their needs and wishes for community improvement. Special efforts will be
made to encourage participation of:
Low- and moderate-income persons, particularly those living in slum and blighted
areas and residents of predominately low and moderate income neighborhoods.
minorities and non-English speaking persons, as well as persons with disabilities.
This plan provides opportunities for representation of all of the citizens of the City of
Bremerton by allowing them to have a voice in the decision-making process and giving
them greater power and control over activities taking place within their communities.
2009 CDI3C/HOM[ PI,N, ^NIJ MF'lICMION
III
DEFINITIONS
CITIZEN ADVISORY COMMITTEES (CAC)
Two five-member committees established by the Mayor consisting of citizens
representing East and West Bremerton and the City at-large. The Citizen Advisory
Committees assist the Department of Community Development in reviewing CDBG and
HOME applications, interviewing applicants and recommending annual project allocation
decisions to the Bremerton City Council. One committee recommends funding for Public
Service activities and is fully comprised of appointees by the Mayor. The other
recommends funding for Capital, Economic Development and Planning projects. Two of
its five committee members are appointed ex officio from the City Council and the
Planning Commission, and the other three are appointees of the Mayor.
COMMUNITY OR PUBLIC MEETING
A meeting hosted by the Department of Community Development to obtain citizens'
views and opinions concerning planning, implementation, or assessment of activities. At
least ten days before any scheduled meeting, the date, location and time will be
advertised in The Kitsap Sun and on the City's website at www.cLbremerton.wa.us.
KITSAP REGIONAL COORDINATING COUNCIL (KRCC)
Comprised of three Kitsap County Commissioners and the Mayors of Port Orchard and
Poulsbo, Mayors and City Council Representatives from Bremerton and Bainbridge
Island, and representatives of other member agencies. The KRCC is responsible for
establishing policies for the overall administration of the HOME program.
DEPARTMENT OF COMMUNITY DEVELOPMENT (DCD)
The City of Bremerton Department of Community Development.
TECHNICAL ASSISTANCE MEETING
A meeting hosted by the Department of Community Development to inform citizens and
funding applicants of technical aspects of the CDBG and HOME programs and to review
application requirements for the upcoming year. At least ten days before the scheduled
meeting, the date, location and time will be advertised in The Kitsap Sun and on the
City's website at www.cLbremerton.wa.us.
PUBLIC HEARING
A hearing hosted by the Bremerton City Council. Notice of public hearings will be
published in accordance with the City's policy for publishing notices. Whenever practical,
the DCD will publish a notice of the hearing in The Kitsap Sun and on the City's website
if it relates to the programs covered under this plan.
;:;oem CDBG/HOME: PI AN MJD Af'F'lICATION
IV
Five Year Consolidated Plan
The Consolidated Plan is the result of a process set forth by the Department of Housing
and Urban Development (HUD) to provide a planning and application process for the
Community Development Block Grant (CDBG) and HOME programs within a single
document. The Kitsap County HOME Consortium is required to submit the Consolidated
Plan for the HOME participating jurisdiction (which consists of Kitsap County and the
City of Bremerton). The Consolidated Plan, which is in place until 2010, is available
online at http://www.ci.bremerton.wa.us!dJm2.l~php?id=790 or a copy can be requested
from the City of Bremerton Department of Community Development.
There are a number of specific elements in the Consolidated Plan, including:
an assessment of housing needs (primarily of low and moderate income people)
and needs of homeless people;
an analysis of the City of Bremerton and Kitsap County's housing market;
a discussion of the City of Bremerton and Kitsap County's strategies, priority
needs, and objectives for housing and community development activities; and
two action plans, one that describes the activities Kitsap County will undertake to
address priority needs during the next program year utilizing HOME, CDBG, and
Public Housing Comprehensive Grant funds and one that describes the activities
the City of Bremerton will undertake to address priority needs during the next
program year utilizing CDBG funds.
Governments, service providers, citizens, and non-profit/profit agencies are encouraged
to identify needs and priorities, assist in the development of strategies, and to participate
in the annual allocation process. Following are specific opportunities available for
citizens to participate in the development of the information to be incorporated in the
Consolidated Plan, which is updated every five years.
1. At least one community meeting will be held to obtain the views of citizens, public
agencies, and other interested parties concerning housing and community
development needs, including non-housing community development needs and
priorities during development of the plan.
2. The Department of Community Development will specifically consult with appropriate
social service agencies regarding the housing and community development needs
and priorities of children, elderly persons, persons with disabilities, homeless
persons and other persons served by such agencies.
3. The Department of Community Development will coordinate with the Bremerton
Housing Authority (BHA) and Kitsap County Consolidated Housing Authority
(KCCHA) to encourage participation of residents of public and assisted housing and
other low income residents of targeted revitalization areas, in the process of
developing and implementing the Consolidated Plan.
4. Agencies working with low and moderate income persons, particularly those livi[lg in
slum and blighted areas and residents of predominately low and moderate income
neighborhoods, minorities, non-English speaking persons, and persons with
disabilities will be contacted to encourage participation in the development of the
Consolidated Plan.
,)()09 CDE\C1/HOME PL^N ^ND Ai'f'L1C;^TIOr~
y
Annual Allocation Process / Action Plan Submission
The City of Bremerton conducts a competitive annual process to determine allocation of
CDBG and HOME funds. The public is encouraged to participate in the process and its
end product: the submission of an annual Action Plan to the Department of Housing and
Urban Development.
1. The Department of Community Development will place an advertisement in The
Kitsap Sun announcing the acceptance of applications for funding under the
HOME/CDBG program.
2. At least one mandatory technical assistance training will be held within the City of
Bremerton. During the meetings, the Community Development Department will
provide information to citizens concerning who can apply for funds, funds expected
to be available, the estimated amount of funds that will benefit low and moderate
income persons, the range of activities that may be undertaken, priorities for funding,
application submission requirements, the application deadline, and how decisions
concerning funding will be made. Applications will be made available in a format
accessible to persons with disabilities upon request.
Applications may be obtained from, and must be submitted to, the City of Bremerton
Department of Community Development, 345 6th Street, Suite 600, Bremerton, W A
98337 -1873. Applications are also available on the City of Bremerton website:
http://www.ci.bremerton.wa.us/display .php?id=864
Staff at the Department of Community Development is available to provide
technical assistance to citizens and organizations concerning the submission of
applications.
The Department of Community Development will review applications to
determine compliance with technical requirements.
The Citizen Advisory Committee will review all proposals and interview
applicants.
3. Applicants are encouraged to take part in a review of their application by
appointment no later than two weeks before the application due date. This review
will be conducted by DCD staff and cover only the technical requirements of the
application.
4. Applicants will be interviewed by the Citizens Advisory Committee.
5. Applicants submitting proposals will be notified in writing whether or not the Citizen
Advisory Committee has recommended their proposal for funding. The notification
will include the date, time and place of the public hearing before the Bremerton City
Council.
6. A summary of the draft Action Plan will be published in The Kitsap Sun and on the
City's website, and copies will be available at public libraries listed in the resource
section of this plan and the City of Bremerton office. The summary will describe the
contents and purpose of the action plan, and include a list of locations where copies
of the entire proposed plan may be examined, along with the date, location, and time
,)(JOO CDI3G/1-I0ME F'LMI AND MF'LIC/\TION
VI
of the Bremerton City Council Public Hearing to adopt the plan. Citizens will be
provided a period of at least 30 days to review and comment on the plan. Comments
or views of citizens will be considered at tile public hearing, and a summary of any
comments or views not accepted and the reasons therefore, will be attached to the
final consolidated plan which will be submitted to HUD.
7. The Department of Community Development will submit the Action Plan, including
the projects proposed to be funded, to the Department of Housing and Urban
Development no later than November 15th of each calendar year.
2008 CDRe/HOME r.'lr,N AND Af'1'L1CAlIUN
VII
['.. '>,
, ',' ,''-
, '- ""
,sEcTibN:.1.ba.ioAN"GuARANTEE';', ·
, '''~.' " :'~'- - ,',', .~.":' .":" ~ '.<':'~.'" ':'/ ;: ::~:--::., ..""'..:"',',
""~""\'I
.' ..',,,' "<\
. ,;:;' ,,\:.;, .,.,\: ~,~.,.,~
"',,, - "
-,' ',,: :. ". -.~ '. - ~
':. - ,,', ,'>"'.'
Guarantee loan funds may be used for activities described in 24 CFR 570.703 provided
such activities meet the general requirements of the CDBG program as described at 24
CFR 570,200. Eligible activities include, but are not limited to: acquisition and
rehabilitation of real property; specific relocation assistance; clearance, demolition and
removal activities; site preparation; specific economic development activities; acquisition,
construction, reconstruction, rehabilitation, or installation of public facilities; and specific
construction of housing by non-profit organizations.
The Section 108 process may be conducted in conjunction with the CDBG entitlement
process. However, the Section 108 application must be addressed separately.
The following actions will occur to encourage citizen participation prior to submission of
an application for loan guarantee assistance to HUD:
1. A notice will be placed in The Sun describing: the amount of guaranteed loan
funds expected to be made available, including program income expected to be
made available by the activities carried out with guaranteed loan funds; eligible
activities; the estimated amount of funds planned to be used to benefit low and
moderate income people; the proposed activities likely to result in displacement;
and where citizens may obtain additional information about the proposed
application.
2. At least one community meeting will be held to obtain the views of citizens, public
agencies, and other interested parties concerning community development and
housing needs and development of proposed activities. .The meeting may be
combined with other CDBG meetings if each subject is treated separately.
3. Technical assistance will be provided, by the Community Development
Department, to those requesting assistance in developing proposals for loan
guarantee assistance, particularly to groups representing persons of low and
moderate income.
4. The proposed application will be presented during the City of Bremerton City
Council's public hearing process for adoption. Citizens and organizations are
encouraged to attend the hearing and testify concerning the application.
Comments will be inc'orporated into the application as appropriate.
5. Requirements previously stated relating to meeting needs of non-English
speaking residents, responding to citizens complaints, and addressing
displacement shall apply to the Section 108 citizen participation requirements.
2009 CDBC3/HOME PLAN i\ND AF'F'IICArION
VIII
Other Citizen Participation Opportunities
IMPLEMENTATION
Each COBG / HOME funded program is unique and may receive some form of citizen
involvement during the implementation phase. Each project is subject to citizen
involvement but will use a form appropriate to the project's purpose.
AMENDMENTS TO THE ANNUAL ACTION PLAN
Citizens will be notified and have an opportunity to comment on any substantial changes
or amendments proposed to the Annual Action Plan.
A substantial change which requires an amendment to the final statement consists of:
A change in the amount to be expended on a project equal to a 10% increase or
decrease to the total COBG/HOME allocation in a specific project.
Canceling an approved project or adding a new project.
A change to the purpose, scope, location or beneficiaries of the project as
defined in the application for funds.
Amendments to the Action Plan will be recommended by the OCO and acted upon by
the City of Bremerton City Council at a regularly scheduled Public Hearing. Notice of the
proposed amendment will be published in The Sun and on the City's website at least
thirty (30) days prior to the Public Hearing to allow for public comment prior to
implementation of the proposed amendment. Comments or views of citizens will be
considered at the public hearing, and a summary of any comments or views not
accepted and the reasons therefore, will be attached to the substantial amendment of
the final consolidated plan which will be submitted to HUO.
Any request for a change in the amount to be expended equal to or less than 10%
increase or decrease to the COBG/HOME allocation in a specific project shall not be
considered a substantial amendment requiring citizen notification. However, prior written
consent of the COBG Administrator is required. The change must be submitted by the
grantee in writing and shall specifically state the reasons for the requested increase or
decrease. All budget requests will be reviewed and approved or denied by the COBG /
HOME Program Administrator.
PERFORMANCE REPORTS
1. The City of Bremerton will prepare and submit a Consolidated Annual Performance
and Evaluation Report (CAPER) to HUO no later than April 15th of each year for the
previous calendar year.
2. Availability of the CAPER for public review will be published in The Kitsap Sun and
copies will be available on the City's website, at public libraries listed in the resource
section of this plan and at the City of BrerTlerton office.
3. Citizens will be provided a period of at least 15 days to review and comment on the
CAPER. Comments or views of citizens will be considered in the report, and a
summary of any comments or views not accepted and the reasons therefore, will be
attached to the CAPER and submitted to HUD.
20Cl8 CDEIG/IIOM[ FOLAN AI~Ll Ar'F'UC:A TlON
IX
GENERAL INFORMATION
TECHNICAL ASSISTANCE
Any citizen may contact the Department of Community Development for technical
assistance in relation to programs described in this Plan. The Department will help
citizens understand CDBG and HOME funded programs, the procedures for submitting
proposals, the Citizen Participation Plan and other program requirements so they can
effectively participate in CDBG /HOME programs and the funding process.
COMPLAINTS
All written citizen complaints will be referred to the appropriate person(s) or agencies for
action. Under normal circumstances, the Department of Community Development will
respond to the person making the complaint within 15 days. All complaints and
responses Will be kept on file.
DISPLACEMENT
Proposals for CDBG and HOME funded projects that are likely to cause displacement of
people or businesses are discouraged. Any proposal for funds that is likely to cause
displacement must include relocation assistance payments in the budget. Relocation
assistance must be provided~consistent with the federal Uniform Relocation Act.
EFFECTIVE DATE
This plan became effective January 1, 1996, and will remain in effect as long as
Community Development Block Grant activities are ongoing or until superseded or
modified by a new plan.
RESOURCES
If you have questions concerning,the programs identified, or would like copies of
this plan or any related Federal regulations, please contact:
CDBG Program Administrator:
City of Bremerton
345 6th Street, Suite 600
Bremerton, WA 98337-1873
(360)473-5211.
A copy of policies described in this plan will be available for review at the
following Library:
Bremerton
1301 Sylvan Way
Bremerton, WA 98310
(360) 377-7601
A notification will be placed in the following newspaper which is the paper of
record at least ten days before a public meeting is held concerning a program
described in this plan:
The Kitsap Sun
:-'009 CLlHG/HOME f"IAN AI~[J AF'PL leA liON
x
Notices may also be published on the City's website www.ci.bremerton.wa.us.
The notice will indicate when and where the public meeting will be held. Meetings
are often held at the following location
Norm Dicks Government Center
345 6tll Street
Bremerton, W A
The following local planning department may be contacted concerning planning
issues:
City of Bremerton Department of Community Development
Andrea Spencer, Director
345 6th Street, Suite 600
Bremerton, W A 98337-1873
360-473-5283
2009 CDF3G/HUME f'Lr\N A~ILl Af'I'lICAIION
XI
C', ,part-' ,2()(j9'CpaG/8QM~"ALLOCJr(lO~\~ G.ENERAI:IN.~ORMATIO~:']
CDBG and HOME funds are Federal funds. Use of Federal funds may affect the way your
agency does business. If you are applying for Federal funds for the first time, you are strongly
encouraged to meet with CDBG staff to discuss Federal regulations.
What is the Community Development Block Grant (CDBG) Program?
The program is authorized by Title I of the Community Development Act of 1974.
Federal funds are provided to local governments to assist in the development of decent
housing, a suitable living environment, and expanded economic opportunities primarily for
persons of low and moderate income.
CDBG funds must be used for activities determined by the federal government to be eligible,
however the local government determines which eligible use is appropriate in the community.
The City of Bremerton is an "entitlement city" and receives an annual CDBG allocation from
the federal government.
· The City accepts applications from various organizations to implement CDBG activities.
· Each application, at a minimum must meet the three threshold requirements. It must: 1) be
implemented by an eligible applicant/recipient; 2) be eligible under the CDBG program
requirements (24 CFR parts 570.201-270.207); 3) meet one of the three national objectives;
and 4) be complete as of the due date.
How much money is available?
See current CDBG/HOME Policy Plan Supplement for projected funding and distribution
information
Who is an eligible applicant/recipient?
Eligible applicant/recipients include:
City departments
Other local public agencies
Public and private nonprofit organizations (501 (c)(3)
Section 301 (d) small business investment companies
Local Community Based Development Organizations as described in 24 CFR 270.204(c)
Private for- profit organizations may implement certain economic development and micro
enterprise activities.
Faith based organizations consistent with the President's initiative
Additionally applicants must:
· Demonstrate an active governing body or board of directors with skills and experience to
provide oversight, leadership and direction to the agency;
· Demonstrate the legal, financial, and programmatic ability to administer the proposed
project; and,
Meet the City's requirements for contracting agencies such as insurance requirements, audit
and financial requirements.
2009 CDBG/HOME r'L^N J\I,ID AI-'I'UC^ liON
FJA(-,[ 1
What are the three National Objectives?
An eligible CDBG activity must either:
Principally benefit low and very low incmne households;
Reduce or prevent slum and blight; or,
Meet an urgent need
The National Objectives are included in the CDBG regulations at 24 CFR 570.208 and
described in detail in Part III of this package.
What are eligible activities?
Eligible activities are defined in the CDBG program regulations at 24 CFR 570.201- 570.207.
More information concerning eligible activities, and special circumstances relating to the
activities, can be found in Part III of this package. A list of some of the activities follows:
· Acquisition of real property by purchase, lease or donation
Acquisition, construction, reconstruction, rehabilitation or installation of public facilities and
improvements
· Code enforcement in deteriorated or deteriorating areas
· Clearance, demolition and removal and rehabilitation of buildings and improvements
· Removal of material and architectural barriers in certain situations
· Public services (including labor, supplies and materials) including but not limited to those
concerned with employment, crime prevention, child care, health, drug abuse, education,
energy conservation, welfare or recreation needs
· Planning activities
· Assistance to Community Based Development Organizations (CBDO) to carry out projects
· Assistance to carry out economic development projects
· Housing services such as housing counseling and energy auditing
· Assistance to facilitate and expand homeownership opportunities for low and very low
income people
· Lead based paint hazard evaluation and reduction
The following activities generally are not eligible for CDBG funding:
· New residential housing construction, except in special circumstances
· Regular government operations
· Buildings such as city halls, police stations, or other buildings primarily for the general
conduct of government
· Income payments such as payments to individuals or families for food, clothing, or rent,
except in certain circumstances
Political activities
· Vehicles and/or Equipment
Are there rules or regulations that I should consider when thinking about submitting an
application?
All projects are subject to environmental review, civil rights compliance, and procurement
requirements. Some of the other things that may affect the amount you request, and your
project, are labor standards, relocation, local hire, the Americans with Disabilities Act, and audit
requirements.
What constitutes a complete application?
All required elements are included and complete. No changes of any kind will be permitted
after the application due date. Applicants are encouraged to take part in a review of their
application by appointment no later than two weeks before the application due date. This
2009 CDElG/HOME r'LAN AND AF'I'UCf\IION
P AC[ 2
review will be conducted by DCD staff and cover only the technical requirements of the
application
The application must meet HUD's three Threshold Requirements:
o The applicant is eligible as of the application due date.
o The project or activity addresses a National Objective (for CDBG applications)
o The project or activity is eligible under the CDBG or HOME program.
How do I apply?
Complete an application and submit by the application due date to:
CDBG / HOME Programs
City of Bremerton Department of Community Development
345 6th Street, Suite 600
Bremerton, W A 98337
Eligible applicants will be required to take part in an interview with the Citizen Advisory
Committee.
Please check the current CDBG/HOME Policy Plan Supplement for the CDBG/HOME Allocation
Schedule for specific dates and times.
How do I get help with the application?
Attend the mandatory pre-application Technical Assistance workshop. Please check the current
CDBG/HOME Policy Plan Supplement for the CDBG/HOME Allocation Schedule for specific
dates and locations.
Contact DCD staff for more information. Contact information is included in the current
CDBG/HOME Policy Plan Supplement.
How will applications be reviewed and projects selected?
DCD staff will review the application to assure it is complete, the applicant and project meet the
threshold requirements, and the project is consistent with the Consolidated Plan. Projects not
meeting the threshold requirements will be disqualified and not considered for funding. Such
projects will not be rated.
A Citizens Advisory Committee appointed by the Mayor will review public service applications,
interview)applicants, rate and rank the projects utilizing the process outlined in Part II, and
present their recommendation to the Bremerton City Council. A separate Committee, consisting
of appointees by the Mayor plus one member of the City Council and one member of the
Plannil(1g Commission, will similarly review Capital, Economic Development, Planning, and
HOME applications.
A public hearing will be held and the Bremerton City Council will make the final decision
concerning activities to be recommended for funding' in the 2009 Action Plan.
The 2009 Action Plan will be sent to the U.S. Department of Housing and Urban Development
(HUD) no later than November 30 of the preceding program year for approval.
When will funds be available?
Funding is dependent on the federal HUD budget being ratified. In "normal" years this is by
MElrch. We will not be able to sign contracts with sub recipients until we receive a contract from
HUD. Remember the budget is an estimate; we will not know the actual amount until after
HUD's budget is approved. Certain funds can be committed to projects after the first of the year;
please contact CDBG staff with any questions.
2009 CDElO/HOME PI AN ANU MloLICATION
f"Alil:: 3
What is the HOME Program?
The HOME Investment Partnerships Program was created by the National Affordable Housing
Act of 1990 (NAHA). The Housing and Community Development Act of 1992; the Multifamily
Property Disposition Act of 1994 made important changes to the Program.
The intent of the HOME Program is to:
o Expand the supply of decent, safe, sanitary, and affordable housing;
o Strengthen the abilities of state and local governments to provide housing;
o Expand the capacity of nonprofit community based housing development organizations;
o Leverage private sector participation in financing affordable housing.
HOME funded projects are subject to many of the same requirements as CDBG, such as
environmental review, civil rights compliance, and procurement requirements. Some of the other
things that may affect the amount you request, and your project, are labor standards, relocation,
local hiring requirements, the Americans with Disabilities Act, and audit requirements. Contact
DCD staff early in your project with questions regarding these requirements.
HOME funds also carry many requirements specific to the HOME program. These
requirements and regulations can be found at 24 CFR Part 92. If you have a HOME project in
mind, it is recommended you meet with City CDBG/HOME staff early on to make sure it would
qualify under the HOME program.
How much money is available?
Please refer to the current CDBG/HOME Policy Plan Supplement for general funding and
distribution information.
HOME rules for affordable housing set the maximum subsidy for each unit at the Section
221 (d)(3) limit. This limit is set by HUD's Office of Multi-Family Housing Programs.This limit is
currently set at $131,753 per unit.
In addition, the City of Bremerton has a maximum per-unit subsidy limit for homeownership
projects of $30,000 per unit for all types of units.
Match Contribution
The City of Bremerton also requires HOME projects to leverage other funding. The city requires
a minimum leveraging ratio of 1 :2, or two dollars of other funding for every HOME dollar
requested. The 1:2 match ratio may be applied to the entire project, not just to the HOME
subsidized units.
How do I apply?
Complete an application and submit by the application due date to:
CDBG / HOME Programs
City of Bremerton Department of Community Development
345 6th Street, Suite 600
Bremerton, W A 98337
Eligible applicants will be required to take part in an interview with the Citizen Advisory
Committee.
Please check the current CDBG/HOME Policy Plan Supplement for the CDBG/HOME Allocation
schedule for specific dates and times.
20CJD CDBG/IIOMF ["LAN ANI) A,'IO[ 'CATION
f'AC;[ 4
What are the City's Priorities for Use of HOME funds?
The City will give priority to HOME projects located in the Anderson Cove and Downtown
Designated Blight Zones (please contact the Department of Community Development for a map
of these areas).
In the absence of qualified, viable projects that fit the City's vision, the City Council may elect to
set aside HOME funds for future use, including for a City-initiated affordable housing project.
What is the Process for allocation of HOME funds?
Applicants will use the HOME application format (attached). Please check the current
CDBG/HOME Policy Plan Supplement for the CDBG/HOME Allocation Schedule for specific
due dates and times.
DCD staff will review the application to ensure it is complete, the applicant and project meet the
threshold requirements, and the project is consistent with the Consolidated Plan. Projects not
meeting the threshold requirements will be disqualified and not considered for funding. Such
projects will not be rated.
The Citizens Advisory Committee responsible for reviewing Capital, Economic Development
and Planning applications will also review HOME applications, interview applicants, rate and
rank the projects utilizing the process outlined in Part II, and present their recommendation to
the Bremerton City Council.
A public hearing will be held and the Bremerton City Council will make the final decision
concerning activities to be recommended for funding in the 2009 Action Plan.
The 2009 Action Plan will be sent to the U.S. Department of Housing and Urban Development
(HUD) by the end of November preceding the program year for approval.
Where do I get more information?
Contact DCD staff if you are interested in applying for funds under the HOME Program. Contact
information is included in the current CDBG/HOME Policy Plan Supplement.
;JOOll CDFIG/HOME PLAN AND N'i-'LlC;\Tlm,
F'AC[ 5
E:,:
'-~' '\" '
<' .;Y<~~.A~:T/',~'I)_".29b~l~~OB_~('i.HtiM:fi--_ALtLP.~ATi0N..fo~41:c;y}:: .....~:i..~ '::>:)::-_i{~
)' "c'-"<"
.; .,'. ~. .~,
_- ~ ,_ v_' -
;" -
. .'. ~
How will CDBG funds be distributed among various eligible activities?
Funds available for various eligible CDBG activities are determined by Federal regulations
and local priorities.
Federal regulations limit the amount of funds which can be allocated to public service
projects to 15% of the annual CDBG entitlement, plus 15% of the program income
received during the City's immediately preceding program year. The City receives
program income from the revolving housing loan program. These funds do not
impact the annual CDBG allocation. The amount available for public services will be
15% of the federal allocation.
. The amount of funds that can be allocated to planning and administration projects,
including the overall administration of the City of Bremerton's CDBG Program, is
limited to 20% of the annual grant.
· Federal regulations require that a minimum of 70% of the annual grant funds go to
projects that directly benefit low and moderate income persons; the City's goal is for
100% of CDBG funding to benefit low and moderate income persons.
How will HOME funds be distributed among various eligible activities?
· The amount of funds that can be allocated to the overall administration of the HOME
Program is limited to 10% of the annual grant. Because the City and Kitsap County
are joined in a consortium, the City's administrative costs are limited to 5% of the
annual grant, with 5% allocated to Kitsap County for overall administration.
· 90% of the City's annual HOME grant will be allocated on a competitive basis to
eligible affordable housing projects in the City of Bremerton; at least 15% will be
allocated to activities undertaken by Community Housing Development
Organizations (CHDOs). In lieu of quality, competitive applications, the City may
initiate a project, subject to City Council approval and public hearing.
· Program income from the City's Downpayment Assistance Program, funded with
HOME funds from past years, will be primarily used to fund new Downpayment
Assistance loans for low and moderate income first time homebuyers in the City of
Bremerton.
Funds allocated under both the CDBG and HOME programs must meet one of the
priorities identified in the Kitsap County Consortium Consolidated Plan for 2006 through
2010. The City of Bremerton and Kitsap County are joined as a consortium in order to
receive HOME funds.
The Consolidated Plan identifies five general priorities related to housing, homeless, and
non-housing community needs to be addressed with Federal funds. Please note, that
activities that are included in the plan may not be prioritized in the City's Policy Plan. The
Consolidated Plan can be viewed in its entirety on the City's website at:
http://www.ci.bremerton.wa.us/displav.php?id=790. The Consolidated Plan priorities are
listed below (the order listed does not establish any categorical priority):
2009 CDBG/I-IOME Pll\N I\ND APF'L1CATICJN
PAC,,, 6
1. Homelessness
To ensure that decent, accessible, affordable, and suitable housing is available in the
County and Cities and to support services that meet the needs of individuals and
families who are homeless or at risk of homelessness, the Kitsap County community
will:
. Provide a variety of decent and safe emergency transitional and affordable
permanent housing;
. Provide adequate support through coordinated systems of: resources, outreach,
assessment, case management, provider collaboration, homelessness prevention,
and rental assistance;
. Provide critical supportive services to support housing options for the homeless.
2. Special Needs Populations*
To ensure that suitable, effective assistance is available for vulnerable persons in
special needs populations who are in need of housing, support or care services, the
Kitsap County community will:
. Maintain, improve and increase effective services and suitable housing;
. Ensure effective service delivery and housing availability through supportive
ordinances and regulations;
. Support efforts to develop an entry system for special population clients that
ensures links with appropriate diagnosis, placement, support and treatment;
. Increase and maintain the availability of effective, timely life skills training and
work preparation to promote self sufficiency.
'Special Needs Populations include individuals falling into one or more of the following categories: elderly,
frail elderly, persons with disabilities (severe mental, physical, developmental), persons living with
HIV/AIDS, persons fleeing domestic violence, persons with alcohol or other drug addiction.
3. HousinQ
To ensure access to affordable, decent, safe and appropriate transitional and
permanent housing for all individuals and families, the Kitsap County community will:
. Increase the stock of affordable rental units throughout the County and City
through preservation, rehabilitation and construction
. Increase the number of new homeowners among low/moderate income
individuals and families through fair housing efforts, education, housing
counseling, financial assistance and affordable construction;
. Improve and retain existing housing stock through preservation, rehabilitation,
weatherization, accessibility and planning efforts;
. Support education and training that builds community awareness of lead-based
paint hazards and incorporate new studies and regulations into any planning for
mitigation;
2009 CDBG/HOME PLAN AND Ar.'I'IICA"IION
P Mile 7
. Improve the safety and livability of neighborhoods through revitalization and/or
demolition of inappropriate or dilapidated structures;
. Promote equal treatment of all who seek homeownership by removing
impediments to fair housing.
4. Community Development
To ensure the safe livability of neighborhoods, the preservation of important facilities,
public access to facilities and services, and planning activities, that primarily benefit
low-income persons, the Kitsap County community will:
. Support a continuum of social and health services for low/moderate income
persons in Kitsap County;
. Provide suitable access to all public buildings in the cities and County;
. Support planning and projects that preserve or increase housing for low income
and moderate income populations;
. Support local efforts toward solving public facility needs, especially those
identified in community wide planning efforts;
. Meet urgent Community Development needs, which pose a serious and
immediate risk to public health or safety.
5. Economic Development
To ensure a thriving community, with livable wage jobs and long-term economic and
social viability, the Kitsap County community will:
. Support creation and retention of livable wage jobs, and essential job preparation
skills;
. Assist low-income individuals who wish to establish, expand or stabilize a small
business by providing loans and supportive technical assistance and training;
. Revisit existing economic development plans and modify them as necessary to
develop and maintain infrastructures that encourage living wage jobs;
. Encourage and foster new businesses offering living wage jobs in the County.
What are the other policies and regulations that apply?
CDBG and HOME funds are Federal funds. Use of Federal funds may affect
the way your agency does business. If you are applying for Federal funds
for the first time, you are strongly encouraged to meet with CDBG I HOME
staff to discuss Federal regulations.
. Consistency with applicable City. County. and/or State Codes and Policies
To be considered for funding, projects must be consistent with adopted codes and
other applicable policies, plans and standards.
2009 CDElG/HOME PLAI~ AND APr)L1CATlml
PACE 8
. Approval of the ImplementinQ AQencv
Proposals submitted by applicants other than the Agency, City or County Department
that will implement them must be reviewed and approved by the appropriate
implementing Agency, City, or County Department prior to submittal.
. LeQallv Sindinq Public Interest in CDSG / HOME Assisted Property
HUD requires that facilities acquired, constructed or improved with CDBG and/or
HOME funds be "publicly owned" and that the CDBG / HOME public interest be
protected. The public (CDBG / HOME) interest will be secured, when appropriate,
through a lien on the property recorded as a deed of tru~t, and a promissory note
explaining the sale and change of use provisions that accompany COBG / HOME
assisted real property. The specific terms and conditions of the public interest security
agreements will vary depending on the type of project assisted.
. Restrictions on the Chanqe-of-Use of CDSG / HOME Assisted Property
All COBG recipients must agree to restrict the use of the property to the intended
purpose for which the funds were awarded for a minimum of 5 years after close out of
the project. This is to ensure compliance with HUO requirements restricting the change
in use of property acquired, constructed or improved with COBG assistance, and to
ensure continued public benefit. All HOME assisted properties must provide public
benefit during a designated Period of Affordability as described in 24 CFR part 92 F.
. Restriction on Assessments
COBG funds may not be used for public improvement projects where a portion of the
projects is to be financed by assessments to area property owners, unless the project
is structured such that COBG funds are used to pay the assessments of all low and
very low income property owners. The analysis of incomes of affected persons must
be done ahead of tim'e and submitted as part of the application for COBG funds.
. Guidelines for Evaluation and Selectinq Economic Development Proiects
The City of Bremerton will utilize the guidelines provided at 24 CFR 570.209 relative to
project costs and financial requirements and standards for evaluating public benefit.
. Equal Opportunity
All COBG proposals must comply with federal, state, local laws, and executive orders
which prohibit discrimination on the grounds of race, creed, color, national origin, sex,
sexual orientation, age, marital status, or the presence of any disability. ~iscrimination
is prohibited in the provision of a service or facility funded with COBG / HOME funds,
and in all other aspects of administering a COBG / HOME proposal including
contracting, procurement, and employment.
. Minimizinq the Loss of Low and Very Low Income Dwellinq Units
Any COBG / HOME proposal that would directly result in any occupied or vacant low
and very low income dwelling units being (1) demolished, or (2) converted to a use
other than as low and very low income housing must include a realistic plan to provide
?009 CDBG/HOME F'LAN AND ^p~'LlCr,TIi)r'l
'-)AGl,9
replacement housing within three years of the commencement of the demolition or
rehabilitation relating to conversion.
. Minimizinq Displacement and Providinq Relocation Assistance
It is the policy of the City of Bremerton CDBG / HOME Program to discourage CDBG /
HOME proposals that would cause displacement of people or businesses. Any
proposal for CDBG / HOME funds that is likely to cause displacement must include
relocation assistance payments in the budget. Relocation assistance must be provided
consistent with the federal Uniform Relocation Act.
. Federal Waqe Rates (Davis-Bacon)
Pursuant to the Davis-Bacon Act, federal wage rates apply to almost all construction
projects over $2,000. Applications that involve construction must consider Davis-
Bacon wage rates in the budget.
There are few exceptions to the Davis-Bacon Act such as public agency use of force
account crews and the rehabilitation of single family homes and small multi-family
buildings.
. Federal Audit Requirements
Private non-profit agencies expending $500,000 or more in federal funds annually
(whether CDBG / HOME alone or CDBG / HOME in conjunction with other federal
funds) must have an annual audit conducted by an independent auditor in accordance
with OMB A-133 Audit Standards for Private Non-Profit Organizations. Agencies are
responsible to meet this audit requirement.
. Environmental Review
All CDBG / HOME projects must comply with the National Environmental Policy Act
(NEPA). NEPA clearance must be obtained from the City of Bremerton and/or Kitsap
County before any funds are committed or spent in a CDBG / HOME funded project.
. Lead-Based Paint Abatement
Any proposed homeownership, rental housing, rehabilitation or acquisition project that
involves a (1) pre-1978 structure, and (2) would likely house a child age 6 or less must
be informed of the possible hazards of lead based paint and a plan must be developed
for addressing the presence of lead based paint under 24 CFR 35.105. Costs for
abatement must be included in the rehabilitation budget.
. Supplantinq
Federal regulations prohibit using CDBG / HOME funds to supplant (replace or
substitute for) local funds for public services or ongoing responsibilities of general local
government. The intent of this federal regulation is to prevent local government from
using the availability of federal CDBG / HOME dollars as an excuse to reduce local
funding commitments. .
2009 CDBG/HOME f'LAI~ AND Ai'fJLICA liON
['AUle 10
. Architectural Barriers Act (ABA) and the Americans with Disabilities Act (ADA)
The ABA requires certain buildings or other facilities that receive Federal funds to be
designed, constructed or altered in accordance with standards that insure accessibility
to, and use by physically handicapped people. The ADA provides comprehensive civil
rights to individuals with disabilities in the areas of employment, public
accommodations, State and local government services, and telecommunications. It
further requires that facilities for first occupancy are readily accessible and that
architectural and structural barriers are removed when possible in existing facilities.
. Family Policy Principles
In the early 1990s the State of Washington conducted a number of focus groups
throughout the State. Approximately 400 people, who were receiving human services
at the time were asked to describe the characteristics of services that would be most
effective for them. The Family Policy Principles reflect their collective response, and
form the basis for the Washington State Human Service Policy. The principles, which
have been incorporated in the rating of applications, are listed next:
Family-oriented services and supports that:
· Respond to the changing nature of families;
· Respond to what individuals and families say they need, and
· Meet those needs in a way that maintains their dignity and respects their choices.
Culturally relevant services and supports that:
· Explicitly recognize the culture and beliefs of each family and use these as
resources on behalf of the family;
· Provide equal access to culturally unique communities in planning and programs,
and day-to-day work, and actively address instances where clearly
disproportionate needs exist; and
· Enhance every culture's ability to achieve self-sufficiency and contribute in a
productive way to the larger community.
Coordinated services that:
· Develop strategies and skills for collaborative planning, problem solving, and
service delivery;
· Encourage coordination and innovation by providing both formal and informal
ways for people to communicate and collaborate in planning and programs;
· Allow clients, vendors, community people, and other agencies to creatively
provide the most effective, responsive, and flexible services; and
· Commit to an open exchange of skills and information; and expect people
throughout the system to treat each other with respect, dignity, and
understanding.
Locally planned services and supports that:
· Operate on the belief that each community has special characteristics, needs
and strengths;
· Include a cross-section of local community partners from the public and private
sectors, in the planning and delivery of services and supports; and
· Support these partners in addressing the needs of their communities through
both short range and long range planning and in establishing priorities within
state and federal standards.
2009 CDllC/HOME F'LM" ANi) APPL leA liON
F'ACiI: 11
Community based prevention that:
· Encourages and supports state residents to create positive conditions in their
communities to promote the well being of families and reduce crises and the
need for future services.
Outcome-based services and supports that:
o Include a fair and realistic system for measuring both short-range and long-range
progress and determining whether efforts make a difference;
· Use outcomes and indicators that reflect the goals that communities establish for
themselves and their children;
D Works towards these goals and outcomes at all staff levels and in every agency;
and
o Provide a mechanism for informing the development of program policies.
Customer service that:
· Provides a climate that empowers staff to deliver quality programs and services;
· Is provided by courteous, sensitive, and competent professionals; and
· Uphold the dignity and respect of individuals and families by providing
appropriate staff recognition, information, training, skills and support.
Creativity that:
· Increases the flexibility of funding and programs to promote innovation in
planning, development, and provision of quality services; ahd simplifies and
reduces or eliminates rules that are barriers to coordination and quality services
How will Projects be selected for funding?
All applications will be reviewed and rated against the City of Bremerton policies for the
use of these funds. The Review Team, which will consist of CDBG program staff, the City
Auditor, and a Citizens' Advisory Committee, will review the submission requirements,
agency capacity, and the program/project. An interview with the Citizens' Advisory
Committee will also be considered. The review process is summarized below:
Step 1 - Submission Requirements
CDBG / HOME Staff will review the application to ensure:
· Application is complete. NOTE: No changes or additions will be allowed after
the due date. Refer to the current CDBG/HOME Policy Plan Supplement for the
CDBG/HOME Allocation Schedule for due dates and times.
· Applicant meets eligibility requirements as of the application due date.
· Project or activity addresses a national objective (for CDBG projects)
o Project or activity is eligible under the CDBG / HOME program(s).
Cl Project is consistent with the Consolidated Plan and Priority Needs.
2008 CDBG/HOMF PLAN Arm MrLlCATIClN
PAl,[ 12
Step 2 - Technical review
A review team, composed of CDBG staff and the City Auditor, will review the
orqanizational capacity of the agency (see rating sheet on page 14), and the fiscal
capacity of the agency (see rating sheet on page 15). Performance records of previous
CDBG or HOME recipients will also be considered. Results of this review will be shared
with the applicants and with the Citizens' Advisory Committee before interviews.
Step 3 - Project Proposal Review and Interviews
The Citizens' Advisory Committee (CAC) assigned to each group of projects will review all
applications, meet with CDBG staff to review technical scoring, and conduct agency
interviews. They will consider Priority Needs, project and agency effectiveness and
readiness, Family Policy Principles, and the mix of overall requests. Agency interviews will
be 20 minutes long and consist of ten minutes for the applicant agency to present their
request in a format of their choice, and another ten minutes for questions and answers
with the CAC. Applicants are encouraged to keep their presentations succinct in order to
make the best use of their time. Any materials distributed during the interview will be
collected afterward and will not be considered part of the official application.
I
The CAC will consider applications based on the Citizen Advisory Committee Sample
Application Review Sheet on page 16 and compile a list of funding recommendations.
These recommendations will be presented and discussed at a public meeting. The
recommendations will then be presented to the Bremerton City Council at a Public
Hearing. The final funding decision will be made by the City Council at the same Public
Hearing. CDBG / HOME staff will submit the Final Action Plan to HUD no later than the
end of November preceding the program year.
Please refer to the current CDBG/HOME Policy Plan Supplement for the CDBG/HOME
Allocation Schedule for specific dates, times and locations.
2009 CDl3G/HOME PLAN ANLJ Af'f'L1CilIION
PM,f" 13
'ORGANIZA TIONALCAP ACITY,"~'
, ' . ,~ . '-. ." ~ "',
'. ;.'
c
. - .
[I-.'..-'..,....:.
- ..
.~ - -,." ,
,," ;....,
.' :.:]
. "
Name of Applicant__________________
~--------~-".----_._----------~--~-------._-_._---~-- _._---_.~--
------------~--~------ ~---------------~--~---~----- --~-~
~.~..,"".t;.,..u'"..,' -."""" "-n'"''m>C''''''-'l\f{''' ~,""""'-" .',,' ''', -1"rli'''-'.''\\''.....~''''I'{-~ ,''''''''''''''',r',' S
I Bollval'afid;'StaU:, P,rofile\"~"ii';3<";~~;,:~l": .;, ~jjl<!!;"\:!,:'+~I;i~'i;;;~::0,,,.r;:- ;:5~Jf:t,::. i "'~;0~2Q;PHi:nts ,core
I-_~_~'::'::"'~=-~~':::::~..~~ ":I.. "'~l.'''t ~"'~~::-":::~_~~d~.~. :1fI-T~I~ ~~:""'~,",.'~.G-,;l..~.:Ii. .:-:!tif.~.I._.,.~"....~ _._..........r".'~.\.~...." __
Board reflects a divcrse reprcscntation or the community including minority
and consumer participation, professionals from the community at large,
persons with low II1comes, and consumcr advocates O-)() Points
f--_.-
Board memhership provides sufficient opportunities
participation (i.e. board vacanCies, size and term length)
for community
0-10 Points
,-, ;t::....-r,';'-I:'l!' ';:''''''"l;''!t''-....., ;-;';;:;~: .,r,~.N-J~;7Y-r-ll""" . -,"Ii' :'W..,:.~ 1:' U~'J':":' ~';li' Il-"'\, -- ; ,"t-"';"~~ ""~,' ~:--~ '';';,-,,)\,( ""','I'!!" t~'"r~"ll;'~, ,~~~,._~ '<?l.:"..~,'''t''.'f 'w" ~,'fIT':i.> c'f)t\i;'~;~""~iW7"";~ rr_"";~'!i" 1", >1,4;1 e;....""~
hl~.....r,- ''',~,,''''. .,' ~t. ' -1':"1 '''r,~c.lr,>",,'':lIt ~i"'~ /I, ,ftff:!-tt ~.,'i1 .,-.'" ";fAl '^ :.;1" 'i.t~~" \, ~~:1,t~..- ....\.r ,;:>iA'. ~f~r~-'..<:.v,\..,<...::~.f ~~\' ,'~~.;~ 0;":1I'5'''R'~ Ie ' "4-.~i!1
~!!~g~Pl~~~'!g~!tJ~~I~..~~,1::--{,,:;Jt~~:~~~t:~:~':j'~.-?~t,~:t~\~t~t:t,~::~r~~:';,l ~'.!:~~2~r,. ~~.::,~!::-~:~"~~'~At7t!~j~~'~':'~.,_,t.*.>~~- :~"i:-29.I~lI~
Organizational structure of the agency IS clearly defined
0-5 Points
Program IS adequately staffed / supervised
0-5 Points
Chart reflects sufficient staffing and structure for the requested servIces /
project identified 1I1 the application 0-5 Points
Q;]~'vl~~r~mlt~Q1!t.~~if;il~i~~~t~l~lf~;iIt?!S01~~~i~t~t1i~~fi~:pE!9!~6Iill]
Includes documentation that authorizes organization to conduct CDBG/HOME
activities (i.e. 501 (c)(3), public charter, business license, etc.), along with
Statement of Experience, IRS 990, and Secretary of State CHO-l and Annual
Report 0-5 Points
Proposed Project aligns with the Mission Statement
0-5 Points
&~q:ii~~mro1n~!!1i~J;mifJtiliilG':~tlf~Z;1~fi1;{~10~[~~~11i~i::g:I~Q~QAr~~i~
Agency has adopted a policy of non-discrimination based on handicap, gender,
race, etc. for all staff, volunteers, clients and participants, and does not deny
program benerits for any persons needing reasonable accommodation
0-5 Points
-- ------
COllllllel1 t s: ____ __________________________ _____~_____.__.._______________________.._______..____________________ _________ ____ ___
____________________________________________.J'ot~!!ating:_
~----_._~---~-----.~---~_.__._-------------------,---------~---_.
._------------------~--~-----_._--~----
------~--_._---------------------"._--_.~--_._----_..----------.---------. ----.---..------------
Revie\vl'r: Title: Date:
----...--.---------.----.-------...---..------------ ------._-_._--------~._--- -------------
---.---------------------.-.-.----- -----------.---- -------~-----_._--_.._._~~-----~-"---_.-._--------_._------------. --"-----~
2009 CDRC/HOME PI AI, ANI! APf'lICAlION
F'AC',!': 14
"; '. 0 R;(iANIZATIONA~'FiNA'NCO~L"NiAr~iA'G{EMENT~;:i "..
.;. ".,' .' ,-, P.' ,
.. .... 'd'"
,--. . '. ~-.:'"; ," ~.:
t. : ~"'. - . '~".' ,
. " ';.;.~:..~ ~->rt'~-~,~".~/;;:
',' .~'~ '-~"'". ': ;'~ ,,'
Fe,.
~i::
Name of A p P Ii l' ant ______.._____.______~..__..__.... ___ __ ._.__.._._ _~.________.__ _._.~____..____._____
---~~------_.._-~----~-- .--.._------_._._-----------------_.._._~_._-_.~--------""I- -.~------
R(ft[~Q:q11~~f[IT~~~l1i~~}~Jtlt~~~1~4~~~~I~~~~~~~t~~'I~1~~~i~RI~~'!Q~1~zfl:Qjj!~ Score
--- -----------~-~----------~_._-- f------~
IRS 990 IS consistent with submitted audit and Secretary of
State Annual Report 0-5 Points --
>-- ----- -------
Secretary of State CHO-l Form (for non-profits) is consistent with
su bmitted audit and Secretary of State Annual Report 0-10 Points
Secretary of State Non-Profit Corporate Annual Report IS consistent
with submitted audi t and agency's own annual rep0l1 0-5 Points
Organizations other than Non-Profits 0-15 Points
Records and program documents support investment III activities to
Benefit low-income individuals 0-5 Points
Organization clearly demonstrates reinvestment in community 0-5 Points
Demonstrates compliance with Generally Acceptable Accounting
Principles 0-5 Points
For All Organizations 0-35 Points
Audit of Financial Statements
Agency has independent revIew or audit by a CPA (as required by HUD) for the last
fiscal year
Independent Review 0-5 Points
OR Audit O~10 Points
Audit or financial statement demonstrates adequate financial management
(includes Management report)
Independent Review 0-5 Points
OR Audit 0-10 Poi nts
-- -~------ -
Annual Report
Agency's Annual Report is completed for the last fiscal year 0-15 Points
------"'-----~- -~---_. .- --~----
Total Rating:
-------~-----_._._-- --------------_.- - --- --..- -----_._-------~--_._._-------_.__.-._--~---------~-------------------- ~------- ----.---
Commenls: _._---~--- ._~~--------~----._------~---
-----------------------------------~-----~-----~-_. ".---
--_._----._-----_._----------_._._-_._-_._-_._.~._-----------"_.__._--------~---_._-----_._-~-
----- -------.---------- ---- -------------- ----------- -----~--------- ----
Reviewer: ------~...__._--------_._--_._----~- Title: ---___.______._ ___ _-0.- Dale: --_._~-------
-----.---.----.---.--------------------------------------------------------------- --~-_._..-._~~--------------_.._~--~-------.._--
2009 C[)EIC/HOME PLf\N ANn ArJI'L1CA liON
PAGE 1~)
[::'PIT!Z:EN'..ADVIR9'B~pB~QARD'~~M,~:L~.:~PP4;IS~II~~N~,'Ft'~~YI~vi'$H~t+,\,:]J
1. Review of Organizational Capacity Report:
Are there remaining questions from the review sheet?
2. Review of Organizational Financial Management:
Are there remaining questions from the review sheet?
3. Review of Application:
A. Narrative Questions
I. Does the proposed project fit within the organization's mission
and history?
II. Does the project description:
1. Address a national objective and community need?
2. Show that the project will address a significant portion
of the identified unmet need with the requested funds?
3. Show that the requesting agency will partner with other
community agencies?
4. Address the needs of low and very low income people?
iii. Does the project's outreach plan and history demonstrate
opportunities for persons with disabilities, limited English
speaking, a'nd minority clients to gain access to the project?
iv. What will be the positive changes projected for this project and
can they be documented, evaluated and monitored?
B. Are project budget and resources adequate and reasonable for the
expected outcome(s)?
C. Are the program goals and outcomes clear and specific?
D. Does the project fit within the agency's Mission Statement?
E. Has the organization successfully managed CDBG / HOME funds
effectively in past grants?
F. Does the Annual Report reflect a well run organization with the
capacity to manage the proposed project?
G. If funding request is to support the salary of a position does the job
description reflect the requested need within the project?
H. Does the salary summary reflect an adequate and balanced salary
structure?
I. Does the annual report support the activities described in the
application and does the report reflect a commitment to the goals of
the CDBG program?
J. Does the project's history demonstrate a commitment and well
thought out plan and need?
K. For Capital Projects, does the Operating / Management Plan
demonstrate the ability of the organization to carry out and maintain
the proposed project?
2009 CDI3C/HOME PIA~I AND AF'PLlCA liON
F'AGF 16
L. For Capital Projects, does the operating budget / proforma provide
for a realistic ongoing financial support of the proposed project?
M. For Capital Projects requiring a relocation plan, does the plan meet
the required criteria and is it fully presented?
4. Overall Rating:
_____ High Priority; would like to see funded
_______Needed Project; should be funded if funding is available
___~_Not a priority; should not be funded
200a ccmU/llUME PLAI" JiND AI'I'L1C>iT!mi
I.JAm: 17
G<.:-,
~ ,~' ~, '
~, . . f .
,'~ , 'T
.';" ~ '"
'\'(, .>,,:::..1><"'.;":'.,:;' :;i'~;'::':;'.:'V: "':''t.-''.',,,C' ',...:. . "'" ./' '. .;\;"0...::::,.jC:~':~., ;., ....'..;.:,. .:.::.': :.....:'..:-~'::. '::"F:l':;':""':~;"'~"'/'::'
PART' IIN: 20,09CDBG NAIIONAI2:0BJECTIVES0.:, ',;'?;"}:":;"':'"
;,~<> Y{;',' 'AN'O,E'I.JGIBI LI,TVR E Q lii FhEfvl'E N.fs'1;~~\<~'~:'~:;,;:'TF-:>\i{/.\i::/."'1
~~?"; ';~~:~ ~<~:::' ~:1~:.~,;~,.,~ -- ~,\,;;~>",~;.' "':_>>:>~ {t',f t,~ ,"~"' ~_: ',' ,~:::,~-1)\ <~. ~~ ~,. ,";,' -:_'~ " I~.' '" :rf~';:~. .,,}- :::\ ~?-, ,~." ~.;:.~ .,'; 'v, _;>:~:':;\,-,~" ;;:(_<>:'_~ ~, ;, :;"~' :~' ~tr~-. ::~:.=~.' ~ ~:'1~:;>:'~ :: \,.,". :~>:
As stated in Part I, each CDBG activity must meet a national objective and must be
eligible in order to be funded. The following information is provided to assist you in
defining the eligibility and national objective that your activity meets and the type of
information you need to provide to the City. Specific regulations that govern the CDBG
program are available in our office. HOME funded projects need not meet a national
objective.
What are the National Objectives? (Benefit Criteria)
An eligible CDBG activity must either (1) principally benefit low and very low income
households, (2) reduce or prevent slum and blight, or (3) meet an urgent need. The vast
majority of the City's CDBG activities are designed to benefit low and very low income
persons and households. The following provides some detail on the way(s) in which
CDBG projects can meet a national objective. More information on the three CDBG
National Objectives can be found at 24 CFR Part 570.208.
I. Principally benefit low and very low income
A. Area Benefit
B. Limited Clientele
(1) At least 51 % of beneficiaries are low or very low income persons/households
(a) Presumed Benefit
(b) Agency Requires Client Information
(c) Income Eligibility Requirement (Direct Benefit)
(d) Nature/location
(2) Removal of Architectural Barriers
(3) Assistance to Owners of Micro enterprises
(4) Employment Support Services
C. Housing Activities (Residential)
D. Job Creation or Retention - Economic Development
II. Reduce or Eliminate Slum or Blight
A. Area Basis
B. Spot Basis
III. Meet an Urgent Community Need
Potential applicants must be able to demonstrate that their proposed CDBG activity
addresses one of these national objectives in one of several ways described below.
2009 Cm3G/HOME: Pl.t,N AND AI"'f'IICAIION
P ,\(,1.:: 13
I. Benefit Low and Very Low Income Persons
To meet this national objective, an applicant must document that the proposed project
will benefit predominantly low and very low income persons or households. A low
income person/household is one whose annual income does not exceed 80% of the
area median income for the City of Bremerton.
Median Family Income (MFI) is determined periodically by the Department of Housing
and Urban Development (HUD) on the basis of state and local earnings data and is
published for cities and counties.
The Median Family Income for Bremerton - Silverdale MSA is listed in the current
CDBG/HOME Policy Plan Supplement.
There are several different ways that CDBG activities can benefit low, very low, and
extremely low income persons:
A. Area Benefit
This is defined as an activity, the benefits of which are available to all residents in a
particular area, where at least 51 % of the residents are low, very low and extremely
low income persons. In addition, the area must be orimarilv residential.
Examples of area benefit activities include parks (that serve the immediate area),
water and sewer projects, sidewalks and streets, and other public improvements that
are available to all residents in a particular area.
Applicants must:
\~,
0' Attach a map with the boundaries of the project's service area delineated (the
surrounding geographic area in which all or most of the people benefiting
from the project reside):
0' Explain why that particular geographic area is the service area for the project;
0' Indicate on the map residential and commercial areas within the service area
boundary; and
0' Provide documentation that 51 % or more of the residents within the service
area are low very low and extremely low income persons/households.
If you would like assistance in determining if your project is in a low income area,
please contact us Block Grant staff. Contact information is listed in the current
CDBG/HOME Policy Plan Supplement.
B. Limited Clientele
1. An activity which benefits a limited clientele, at least 51 % of whom
are low or very low income persons/households. There are four
types of activities in this category:
a. Presumed Benefit An activity may benefit one of the following groups who
are presumed by HUD to be principally low and very low income: abused
200:) CDBC3/HOME PI AN NJD AI 'I"'UC:ATION
PACE 19
children, battered spouses, elderly persons, handicapped persons, homeless
persons, illiterate persons, and migrant farm workers.
Applicants must:
III Demonstrate that the facility or service is designed for and used
predominantly by one of the groups identified above.
b. A~encv Requires Client Information Which Shows 51 % or More
are Low, Very Low and Extremelv Low Income For example, community
health clinic and most other agencies keep information on client income and
family size. The information will be able to document whether or not 51 % or more
of the clientele are persons whose family income does not exceed low, very low
and extremely low income limits for Kitsap County. Note: Income qualification
criteria from other programs (such as state poverty guidelines) may be
substituted provided those criteria are at least as restrictive as the HUD income
limits.
Applicants must:
0" Provide documentation of the total number of clients/households served
in 2006 (if this is an existing service);
0" State what percent of the clients/households served in 2007 were low or
very low income (or met criteria that are stricter);
0" Provide a copy of the income qualification criteria that were used to
screen clients and to determine the percent that were low and very low
income;
0" Provide a copy of the client intake form highlighting the questions
regarding family size and income levels; and
0" Agree to maintain documentation of the client's incomes for the CDBG
contract period.
?OOD C[JIJG/I-IOME I"LIIN AND AF'F'L1C^1I0~1
PACt' 20
(
c. Income Eli~ibility Requirements (Direct Benefit) This rneans that the
agency uses income screening to limit the benefits of the CDBG funded activity
to only those persons who are low and very low income. For example, a housing
counseling program would screen potential clients and use the CDBG funds to
pay for the counseling only of those who are income eligible.
Applicants must:
o Screen clients by family size and income;
o Provide a copy of the client intake form highlighting the questions
regarding family size and income levels; and
o Describe how the program/project would limit the benefits of the CDBG
funded activity exclusively to low and very low income
persons/households.
d. Nature/location of Activity Allows Conclusion of Primarily low
and Very low Income Benefit This means that the activity is of such a
nature and in such a location that it may be concluded that the clientele will be
primarily low and very low income; for example, a food bank near an assisted
housing project.
Applicants must:
o Explain how the nature, and if applicable, the location of the proposed
project, establishes that it is used primarily for low and very low income
persons.
2. Removal of Architectural Barriers
A project which removes material or architectural barriers which restrict the
mobility and accessibility of elderly or handicapped persons to publicly owned
and privately owned non-residential buildings, facilities and improvements, and
the common areas of residential structures containing more than one dwelling
unit is considered a limited clientele activity. Note: This refers to the removal of
existing barriers. It does not apply to new construction.
3. Assistance to Owners of Micro enterprises
When assistance is to be provided to a micro enterprise (a commercial enterprise
that has five or fewer employees, one or more of whom owns the enterprise) the
owner must qualify as low or moderate income. Note: for micro enterprise
projects under the limited clientele national objective justification, the low and
moderate income threshold applies only to the owner; there are no income
requirements for the workers the owner employs.
4. Employment Support Services
If CDBG assistance is only provided for training or supportive services (peer
support programs, counseling, child care, transportation, and other similar
services) to assist business(es), the percentage of low and moderate income
persons assisted may be less than 51 % if the proportion of the total cost borne
by CDBG funds is no greater than the proportion of the total number of persons
assisted who are low or moderate income. For example: A new business moves
into town and begins an on-site day care program for workers. The total cost of
2009 CDBC,iHOME PIAN AND ArJpUCATION
P AWe 21
the day care is $10,000. There are 40 children, 3 of which meet qualifications as
low and moderate income. The maximum amount chargeable to the CDBG
program is $750.00. ($10,000/40 ==$250 X 3 = $750).
Applicants mLlst:
o Maintain data documenting the total cost of the service, Screen clients by
family size and income; and provide a copy of the client intake form
highlighting the questions regarding family size and income levels.
C. Housinq Rehabilitation Activities (Residential)
These are activities providing or improving permanent residential structures which
are or will be occupied by low and very low income households. It does not include
group homes or shelters for the homeless, which are considered limited clientele
activities.
Applicants mLlst:
o Screen households for family size and income eligibility. If a residential
structure contains two dwelling units, at least one must be occupied by
low or moderate income households. If it contains more than 2 units, at
least 51% must be occupied by low and moderate income households.
D. Job Creation or Retention Activities
These are economic development activities which are designed to create or retain
permanent jobs, where at least 51 % of the jobs, computed on a full-time equivalent
basis, can be documented to employ low and very low income persons for the
geographic area where it is located. There are very specific elements of this
national objective. Please contact the Community Development staff to
discuss your project prior to submitting an application. Contact information is
included in the current CDBG/HOME Policy Plan Supplement.
II. Reduce or Eliminate Slum and Blight
An activity may meet the national objective of reducing or eliminating slum and blight,
instead of benefiting low and very low income people. There are two different ways
that CDBG activities can meet this second national objective.
A. Area Basis
A project must be located in an area defined as a slum or blighted area under
state or local law; the conditions which qualified the area as slum or blight must
be on record; and the project must specifically address one or more of these
conditions.
B. Spot Basis
A CDBG project to eliminate slum and blight on a spot basis (for example,
outside of a locally designated slum or blighted area) must be limited to activities
necessary to eliminate specific conditions posing a threat to the public health or
2U09 CDI3G/flOME PLAN AND Al'f'LlCAlION
PAGE 22
safety. The health or safety hazard must be identified, and the scope of the
project must be limited to correcting the hazard.
III. Meet an Urgent Community Need
Use of this category is extremely rare. It is designed only for activities that
alleviate emergency conditions. Urgent need activities must meet the following
criteria:
· The existing conditions must pose a serious and immediate threat to the
health and/or welfare of the community;
· The existing conditions are of recent origin or recently became urgent
(generally, within the past 18 months);
· The recipient is unable to finance the activity on its own; and
· Other sources of funding are not available.
What are Eligible Activities?
To be considered for funding, a CDBG proposal must also be an eligible activity under
the federal CDBG regulations. A variety of activities serving low and very low income
people are eligible activities as well as any special requirements or limitations that apply
to use of CDBG funds.
The applicant should recognize that the City may have local priorities within each of
these categories of federally eligible activities that reflect local needs. Local priority
policies are described in Part II of this document.
.:. Acquisition of real property in whole or in part by public agencies or private non-profit
organizations which is:
· blighted, deteriorated, deteriorating, undeveloped, or inappropriately developed
from the standpoint of sound community development and growth;
· appropriate for rehabilitation or conservation activities; and,
· appropriate for the preservation or restoration of historic sites, the beautification
of urban land, the conservation of open spaces, natural resources and scenic
areas; the provision of recreational opportunities, or the guidance of urban
development;
.:. Acquisition, construction, reconstruction or installation (including design features and
improvements that promote energy efficiency of these) of public works facilities
(except of buildings for the general conduct of government), and site or other
improvements;
.:. Code enforcement in deteriorated or deteriorating areas where such enforcement
together with public and private improvements or services are expected to arrest the
decline of the area;
.:. Clearance, demolition, removal, and rehabilitation (including rehabilitation which
promotes energy efficiency) of buildings and improvements, such as interim
assistance, and financing of public or private acquisition for rehabilitation, and
2009 CDBG/HOME: PI_AN AI~D MF'LILAIION
P AGrc 28
rehabilitation of privately owned properties, including the renovation of closed school
buildings;
.:. Special projects directed to the removal of material and architectural barriers which
restrict the mobility and accessibility of elderly and handicapped persons;
.:. Relocation payments and assistance to individuals, families or businesses displaced
permanently or temporarily by a COBG funded project consistent with the Federal
Uniform Relocation Act;
.:. Public/human services, including but not limited to those concerned with
employment, crime prevention, child care, health, drug abuse, education, energy
conservation, welfare or recreation needs, if such services have not been provided
by the unit of general local government (through funds raised by such unit, or
received by such unit from the State) during any part of the twelve-month period
immediately preceding the date of submission of the COBG Action Plan;
.:. Planning activities necessary to:
· develop a comprehensive community development plan;
· develop policy-planning management capacity to rationally and effectively
determine needs, set long and short term objectives, devise programs and
activities to meet these objectives, and carry out management, coordination, and
monitoring of activities necessary for effective planning implementation;
.:. Provide assistance including loans and grants for activities carried out by public and
private non-profit organizations including:
· acquisition of real property;
· acquisition, construction, reconstruction, rehabilitation and installation of certain
public facilities, site improvements and utilities; and commercial or industrial
buildings or structures and other commercial or industrial real property
improvements; and
· planning;
.:. Assistance to Community Based Development Organizations (CBDO) to carry out
neighborhood revitalization, community economic development, or energy
conservation. A CBDO is an organization with specific characteristics such as: it is
organized under State or local law to engage in community development activities;
has as its primary purpose the improvement of the physical, economic or social
environment of the area; may be either non profit or for profit provided any monetary
profit to its shareholders must be only incidental to its operation; it must maintain at
least 51 % of its governing body's membership for low and moderate income
residents of its geographical area of operation, owners or senior officers of private
establishments, or representatives of low and moderate income neighborhood
organizations located in the area of operation. The Development staff is available to
review other requirements with entities interested in becoming CBOOs.
.:. Provide assistance to private, for-profit entities, when the assistance is appropriate to
carry out an economic development project (that shall minimize to the extent
practical, displacement of existing businesses and jobs in neighborhoods) that!
. create or retain jobs for low and very low income people;
2009 CDBG/HOME Pl.AN AI~D Ar-'PLlCAllmJ
PAGE 21
prevents or eliminates slums and blight;
meets urgent needs;
creates or retains businesses owned by community residents;
assists businesses that provide goods or services needed by, and affordable to,
low and very low income residents;
provide technical assistance to promote any of the activities described above;
.:. Provide technical assistance to public or non-profit entities to increase the capacity of
that entity to carry out eligible neighborhood revitalization or economic development
activities;
.:. Housing services such as housing counseling, energy auditing, preparation of work
specifications, loan processing, inspections, tenant selection, management of tenant
based rental assistance and other services related to assisting owners, tenants,
contractors, and other entities participating or seeking to participate under CDBG or
under Title II of the Cranston-Gonzales National Affordable Housing Act;
.:. Provide assistance to public and private organizations, agencies and other non-profit
and for profit entities to enable such entities to facilitate economic development by:
· providing credit such as through direct loans and loan guarantees, establishing
revolving loan funds, and facilitating peer lending programs for the establishment,
stabilization and expansion of micro enterprises;
· providing technical assistance, advice and business support services (including
assistance, advice, and support relating to developing business plans, securing
funding, conducting marketing, and otherwise engaging in micro-enterprise
activities) to owners of micro-enterprises and persons developing micro-
enterprises; and
· providing general support, such as peer support programs, counseling, child
care, transportation, and other similar services to owners of micro-enterprises
and persons developing micro-enterprises;
.:. Provide direct assistance to facilitate and expand homeownership among persons of
low and very low. income by using such assistance to:
subsidize interest rates and mortgage principal amounts for low and very low
income homebuyers;
· finance the acquisition by low and very low income homebuyers of housing that
is occupied by the homebuyers;
· acquire guarantees for mortgage financing obtained by low and very low income
homebuyers from private lenders, except that funds may not be used to directly
guarantee such mortgage financing and grantees may not directly provide such
guarantees;
provide up to 50% of any down payment required from low and very low income
homebuyers; or
pay reasonable closing costs normally associated with the purchase of a home
incurred by a low or very low income homebuyer.
.:. Lead based paint hazard evaluation and reductiorl, as defined in Section 104 of the
Residential Lead Based Paint Hazard Reduction Act of 1992.
::>009 CDBG/HOME PL/IN AND Ar'I'LICATION
PAGE 25
What are Ineligible Activities?
(9 New Residential Housing Construction - CDBG funds generally cannot be used to
construct new residential housing units, although activities in support of new housing
construction may be eligible. (exception: CBDOs may use CDBG funds for new
housing construction) Please note that group homes and shelters are not considered
residential housing and are eligible for CDBG for new construction.
(9 Regular Government Operations - CDBG funds cannot be used to fund the ongoing
responsibilities of general local government.
(9 Government Buildings - Government buildings such as city halls, police stations, jails
and other buildings predominantly for the general conduct of government are not
generally eligible for CDBG assistance. A major exception is rehabilitation to remove
architectural barriers, which is eligible, even in government buildings.
(9 Income payments - CDBG funds cannot be used for income payments such as
payments for income maintenance or housing allowances.
(9 Political Activities - CDBG funds cannot be used to finance the use of facilities or
equipment for political purposes or to engage in other partisan political activities.
(';) Purchase of vehicles and equipment.
2009 CDBG/HOME F'L^N MID Alol'LlCA1ION
PAC-it: 26
['......'."
>:- ~.~ ~ - -"".'
- ,'. - ',~, ~ - -' .:-, -, ,.
,'.';' >
h - --2]
. :'t; 'PART"I\I:,;:':2oo~f6DBGJHolV1'EJ\'~'PIfcA:'nQNs(;::(' ,'....:,'.:.:;..,'....;.>.;..,.'.'".,:,:;t.'..';:;.~.'.;,',:' ,". ,', :;:,,'~.,',I
,"!.<""'~~->- ~< .:<~"",' :':.,: ,:.:- 'd :",', ,<'" ~"-:"';:. .: ,,~:.-; .' ::."~'-',,~.-,-~::~:'/..~';.'_..::'~.. ,~~.- :.- ""~.;..,-_:,.l-.:":~1! :~: '.' ;-. _.
INTRODUCTION:
Applications have been designed to gather necessary information about your organization and
project to determine compliance with federal CDBG requirements and consistency with local
policies for use of funds. Applications should be clear and concise.
ApPLICATION DUE DATE:
Applications must be received (postmark NOT acceptable) bv the due date at:
City of Bremerton
Department of Community Development
345 6tl1 Street, Suite 600
Bremerton, WA 98337-1873
ApPLICATION SUBMISSION
Four separate application packages are provided in this section. The application you use will be
determined based on the type of project you are proposing.
Activity Type Required Attachments
CDBG Public Service A,B,C
CDBG Planning A,B,C
CDBG Capital Projects A,B,E
HOME Housing ,A, B, D
Each application consists of 3 components:
· 2009 CDBG Funding Application Form
· Response to Narrative Questions
· Attachments
· Provide one original application submission and one full copy consisting of the 3
components described above (include all attachments).
. Provide five additional copies of the application submission consisting of:
1. 2009 CDBG or HOME Funding Application Form
2. Response to Narrative Questions
3. Project Feasibility Attachment (C, D, or E, depending on the application category)
Technical Assistance
A mandatory Technical Assistance training will be provided by staff. See the current
CDBG/HOME Policy Plan Supplement for the CDBG/HOME Allocation Schedule for specific
dates, times and locations.
2009 Community Development Block Grant
2009 CDBG/HOME ,POLICY PLAN
SUPPLEMENT
2009 CDRG/HOME r'UNDING PROCE:SS
[~.
'.;"" '.> '''. -- '
, .' . . .
,,". ":0DBG/HbM'~'FUNDIN(1 PRQCESS;';"
_.
, " . :.:"":, ,':, , '.".:' ,: "'II
"' .' "::,<'~~ ';~ ;,,:_, ',:,,"',1"1 ;~/ _:~ ':'::
" . - ~'- '.- ',,' . : ''', ,..- . ;,:
Contents
CDBG/HOM E Staff Contacts ................ ................... .......... ............. i ii
2009 CDBG I HOME Allocation Schedule...................................... iv
CDBG Public Service Citizen Advisory Committee....................... v
CDBG Capital, Economic Development and Planning Citizen
Advisory Committee; HOME Projects Committee ......................... v
2009 Proposed Distribution of CDBG Funds ............................... vii
2009 Proposed Distribution of HOME Funds ............................... vii
H U D Income Li mits ................................................... ..................... vi i
2009 CDBG/HOME FUNDING PROCESS
II
[/:c: ...,.....
>" ,\ ,<~ ~., - ' ',. ,
. . .
. '. .
. .
'~ ,-.
: G DBQ/HOM ESTAFF CONTACTS:
.' ...... """':''':J'''~'' >.,./
,:-' . - '". ",": - -::,': :,.
. ' " '
. .
Marie Vila, Program Administrator
Telephone:
Fax:
E-Mail:
Mailing address:
(360) 473-5375
(360) 473-5278
marie.vila@ci.bremerton.wa.us
City of Bremerton
Department of Community Development
345 6th Street, Suite 600
Bremerton, WA 98337-1873
Phedra Elliott, Program Coordinator
Telephone:
Fax:
E-mail:
Mailing address:
2009 CDBG/HOME I'UNDING PHOClcSS
(360) 473-5211
(360) 473-5278
phedra.ellioU@ci.bremerton.wa.us
City of Bremerton
Department of Community Development
345 6thth Street, Suite 600
Bremerton, WA 98337-1873
III
~........,.,
LL"'
. .
< . '- : ~- <
,'11
. 20()9CDS'G'/ HOME <ALl.OCA TION'SCH~PULEc:',
04/01/2008 Advertise Availability of 2009 Draft Policy Plan
(Ad to be placed in The Sun) www.ci.bremerton.wa.us
04/23/2008 Present Proposed 2009 Policy Plan/New Advisory Board Members
at City Council Study Session, City Council Office, Suite 600
5:00PM
Bremerton City Council Public Hearing on 2009 Policy Plan
345 6th Street, 5:30 PM .
Final 2009 Policy Plan and Application Packet Available
345 6th Street, Suite 600, DCD www.ci.bremerton.wa.us
Technical Assistance Meeting - Capital Applications only
City Council Chambers, 345 6th Street, 1 st Floor
Technical Assistance Meeting - Public Service Applications only
City Council Chambers, 345 6th Street, 1 st Floor
Applications Due in City of Bremerton, by 4:30 p.m.
DCD, 345 6th Street, Suite 600 (Postmark is not acceptable)
Staff Technical Review
Tuesday
Wednesday
Wednesday 05/07/2008
Monday 05/12/2008
Wednesday 06/04/2008
Thursday 06/05/2008
Friday 07/18/2008
Mon-Fri 07/23/2008
-08/17/2008
Wednesday 08/27/2008
Wednesday 08/27/2008
Mon- Thurs 09/15/2008
-09/18/2008
Friday 09/19/2008
Monday 09/22/2008
Tuesday 10/07/2008
Wednesday 10/08/2008
Wednesday
1 0/22/2008
Wednesday
11/05/2008
Friday
Thursday
11/14/2008
01/01/2009
2009 CDBG/HOMl:: FUNIJINC PROCESS
~ ,'-
Citizen Advisory Committee Member Training
City Council Chambers, 345 6th Street, 1 st Floor
Application Package to Citizen Advisory Committees
Citizen Advisory Committee Review and Interviews
Citizen Advisory Committee Recommendations to DCD Staff
Advertise funding recommendations and Public Comment period;
funding recommendations posted on City's website
Public Meeting to Comment on Funding Recommendations
DCD Conference Room, 345 6th Street, 3:00 PM
City Council Planning Committee meeting on Funding
Recommendations
Publish DRAFT Action Plan to HUD
Present Proposed 2009 Funding Recommendations at City Council
Study Session, City Council Office, Suite 600 5:00PM '
City Council Hearing on Funding Recommendations
345 6th Street, 5:30PM
Annual Action Plan to HUD
Program Year Begins
IV
r.....
L
.c[}a.GPU BLlCSERVicE CITlZENAD\II'SbRY:cbMMltTEE~~
.....'.]
Position
Term
· 1 Member from the City at large
Sarah Bolles
1/1/07 -12/31/09
· 2 Members from the West Bremerton Area
Tina Davis
Faye Flemister (re-appointment pending)
1/1/07-12/31/09
1/1/08-12/31/10
· 2 Members from the East Bremerton Area
Barbara Mail
Don Bolles
1/1/06-12/31/08
1/1/07-12/31/09
From then on 3 year staggered terms
';':C'D'BCGf:e')~p'I:TA~f'EeONOMlc/BEVELtlF>>.lVfE;N~(ANb:~E){NN'INa:'~iTiiEN}r~Q<.~~
;:"~<;)':Y~,;~r>~tiHiA[j~ISd~~:c6MMITf~E':~/HOME~Fh\fiQal'EcI:S~;c6:MMImgE' ' . :,~~<~':J,;.~:~~~m
):>;~it,}t,:'1:;Sf1(:~;'f':<<, >:<'~,J.<.:,,,:' :~"::'<~;'':~::'i;, < .:.g.:, i',.:;~cL ~:~,; ~'",,;i3,~.; :.,< ..' ",' 'ti;tiC~\ ~~;..'~x:';'<"';<: 3>,~",<;;,::,;,,~, ";~:"; ; c"i':.{:;,:.,;"'t5",~ii;rEf''Cr::::~
· 1 Councilmember (appointed by the Council President)
Dianne Robinson
1/1/08-12/31/08
· 1 Planning Commissioner (appointed by Commission President)
Jessica Kennedy 1/1/08-12/31/08
Three Community Members appointed by the Mayor:
· 1 Member from the City at large
Joyce Davison
1/1/06-12/31/08
· 1 Member from the West Bremerton Area
Anne Strange (pending)
1/1/06-12/31/08
· 1 Member from the East Bremerton Area
Open (was M. Eversole - can't locate)
1/1/08-12/31/10
From then on 3 year staggered term
2009 CDBG/HOME FUNDI NO PHOC[SS
v
[,
20,09P'R'OPOSE[fOISTRISUTfON,OJ::COBG FUNDS' , "
. -. - . ' .
">,,]
Tentative Estimate of 2009
Entitlement
Tentative Program Income (PI)
Available
Total Entitlement + PI
Reallocated Funds prior year projects:
Total Available for allocation
545,385
20,000
565,385
o
565,385
Available for 2006 Public Service (15% of entitlement + PI )
Available for COB DCD 2006 Planning and Admin (20% of entitlement + PI)
Available for Capital Projects and Economic Development
( 65% of entitlement + PI + recaptured capital project funds)
Total Entitlement + PI
84,808
\113,077
367,500
565,385
, .:'c?>,,;;:,;;~~;>it'~?' ,~g;'\:iJ'::i.~ ,\ .'!. "!\:;:\:~\";:: '\'~"i' ~;, ':,,,- ;':"'~;::\"<;":i!J:;''''''''{';'}:'' !,C\;:""'i
:",'jJeP,';",.:.;;\ 2009f?ROPOSEElOISTRIBUJION,OF HOME.~UNDSiZ
,~.,;-,( ;f~ }l."; -:~~j;;<~;. ":,:;,: 1'1.;~~, :~.,;,:,:>~~ ':(<,.'~;/,~,.'3i";,;,-, ;>'-_. :,-:'1-:-/ Y.~ :~". ~ 'I '( <- .;;. "j' ~'~ ) 'F:;:' :"t,. ::':':,(~\\~" ,',.<; '-'::'-:~;':"'-~'-'At{:'j, ~~.. \,'!';-f;:'!:,;;._:~>~)"~;.", :-[ J'~~/': ',:~:;:.',,:.,~~:;j: j',,<~~2;;;~-
2007 Home Allocation - available
2008 HOME Allocation
2008 Program Income
2009 HOME Allocation - projected
Total HOME Allocation Available - by Source
$290,192.37
$409,618.00
$80,000.00
$400,000.00
$1,179,810.37
Available for Planning and Administration (10% of 2008-2009 EN, + 10% PI, not i.nc ADDI)
Available for CHDO Projects (15% of 2007,2008 and 2009 entitlement)
2009 Commitment to COB Down Payment Assistance Program
Available for any HOME Project
Total HOME Allocation Available - by Use
$88,961.80
$196,225.43
$180,000.00
$714,623.14
$1,179,810.37
Available for American Dream Downpayment Initiative (ADDI2004-2008)
$39,380.55
. ~-, - '
'. ".'~
,".' ','.\'
2009 r-DBG/HOME FUNDING PHOCICSS
VI
['......
. ' .' 1-r'UoiN'COiVft:; LIIVIITS
.. '==:J'" I
., .-' - -" .
,', , . -.' --~
. . ,.' -: <,-'
<. - - , -'.-
- - '," ,
. , -' .
, '." '.
, , -. . . . ,
. '- - ~ ..' ".- - '.'
..~ ---
Median Family Income (MFI) is determined periodically by the Department of Housing
and Urban Development (HUD) on the basis of state and local earnings data and is
published for cities and counties.
The Median Family Income for the Bremerton-Silverdale MSA effective February, 2008
is $69,900 for a four-person household.
Median Family Income
Bremerton-Silverdale MSA; Effective February, 2008
NUMBER IN EXTREMEL Y LOW VERY LOW INCOME LOW INCOME
HOUSEHOLD INCOME (BELOW (31% - 50% MFI*) (51 % - 80% MFI*)
30% MFI*)
1 $14,650 $24,450 $39,150
2 $16,750 $27,950 $44,700
3 $18,850 $31,450 $50,300
4 $20,950 $34,950 $55,900
5 $22,650 $37,750 $60,350
6 $24,300 $40,550 $64,850
7 $26,000 $43,350 $69,300
8 $27,650 $46,150 $73,800
*MFI = Median Family Income is determined periodically by the Department of Housing and Urban Development (HUD) on the
basis of state and local earnings data and is published for cities and counties. These figures represent percentages of MFI for
Bremerton - Silverdale Metropolitan Statistical Area (MSA) published by HUD February, 2008.
2009 CLJBG/HOME Fl INDING PllOCr::~;S
VII
2009 Community Development Block Grant
2009 CDBG/HOME POLICY PLAN
APPLICA TIONS
Includes applications for Public Services, Planning, Capital and
Economic Development, and HOME Investment Partnership Program.
.~,~'IIf;!!~Jl!:W<!";F,l1~l'<"il_'!"lIlAA!llf'i"i;iJiIii.Jl1~!lt~,1!"',~,~~,,,,,,,,,~,'OO~_
~ r~"'llW~'!~1f'-"'""''n'>I'''''''~'/H'' ~""l.~'''lj!;W),~tl!iime ~M'I'~~.t'~r.>"""._ ,,,'~-';v'...j,. ~.h;tt--<l\a
~f ~:':'tK~", ~-l' ~ ...
'lI'
~I
I,
~I
at
~J
~l
~t
II
~I
2009 Community Development Block Grant
PUBLIC/HUMAN SERVICES
APPLICA TION
Use this application for projects or programs which involve public
services delivered to low-income Bremerton Residents.
IT..".,..,.,....,.,
> . " ~. <" . , ,- ,
'. . - r , .
c " " . ,_,
.". ,.' '. " .
. . -.
, " . - ,,"
. . ..
. " .
. . . . .'
'-';' '. .~ : - ' ',~".'" ,; ".:
'., '. -", ". (, . < - ~ .
" ','., - "
." ".'. .. ..... ...
:." - - ': :'\- -"-. '."': /:-
: . '..; . " ,~ < :-
.. CDBGJ~UBLlC SERVICE 'APPLICATION
. ':~;j:\pplic.ati(jri CO;r1te~ts:I Checklis't~:i::.
- "-, ." , '. >- -. . '. . ~ ~ .. -, -' '- -. ' -' '. ' "
J
'-".- '" ',"
. . .
",;'
", "
~.-" 4; ,,'
2009 CDSG Funding Application Form
Response to Narrative Questions
Attachments
Attachment A (Organizational Capacity)
A-1 An organizational chart showing all staff, board members and volunteer positions
A-2 Organizational Data (Le. 501 (c)(3), public charter, bylaws or business license #)
A-3 Non-Discrimination Policies
Attachment B (Organizational Financial Management)
B-1 Most Recent Monthly financial statement including year-to-date information.
B-2 Most recent Financial Audit or Financial Statement prepared by a CPA including
findings. If your audit exceeds 50 pages, please include and executive summary and
one full copy of the audit.
B-3 A statement of experience including operating statements and lender references and
record of performance, qualifications, capacity to carry out the project described in
this application and the agency's capacity to manage grants.
B-4 IRS 990 (for non-profits)
B-5 Secretary of State CHO-1 Form (for non-profits) also known as the Charitable
Solicitations Renewal Form.
B-6 Secretary of State Non-Profit Corporate Annual Report (for non-profits)
Attachment C (Project Feasibility)
**C-1
**C-2
**C-3a
**C-3b
**C-4
**C-5
C-6
C-7
**C-8
C-9
**C-10
**C-11
C-12
Total Budget, Form 1
2007 Agency Budget, Form 2
Sources of Financing
Uses of Financing
Agency Staff and Board Profile including names, addresses and associations.
Program Goals and Outcome Data
Commitment letters from other funding sources for this project
Job Description (if requesting funding for personnel)
National Objective and Eligibility Determination
Mission Statement
Agency CDBG/HOME History Form
Salary Summary for entire Agency
Annual Report.
"''''Form provided within packet
2009 CDSG FUNDING APPLICATION FORM
Check the appropriate box to Identify the type of funds for which you are applying:
D Public Service D Planning D Capital Improvement
CDBG Fund Request
$
Project Title
(If this project has been previously funded, please use the same title)
Project Description Funds will be used to (25 words or less with specific numbers/goals):
. Project Location (physical address)
Geographic Service Area
Census Tract(s)
Number of Unduplicated People Directly Benefiting from this Project
Applicant Name
Mailing Address
Agency Director
Name
e-mail address
Telephone #
Staff Contact
Name and Title
e-mail address
Telephone and Fax #
Federal Tax 1.0. # (req'd)
Type of Organization:
Public Agency
Private Nonprofit
Other (Specify)
Are you a Certified Housing Development Organization (CHDO) or Certified Community Based
Development Organization (CBDO)? DYes D No
If not, are you planning on becoming a Certified CHDO or CBDO? DYes D No
Authorized Signature
Date
~"."
." "".'
"":,' ;-,. :;:<. -',
. ~." ' " . "
"":'~~::J:\,, - ,::,'.~.,. -~. ,;".
, , >,k,_, _
"."
,\,"/.- ,
;+'C,cr
. ','-
.'1
.,'
" ptiBLI~r~~RYIGE AP:P~I,CA'TIQN>
-, ,."..,.N~,rfative Q~e.~Uon~':,;
;" ~-
.,', f ,_., ' . ~
Following each question are instructions to guide the type of information requested. Please
type your responses and begin each page with the corresponding question number. The entire
section must be limited to four (4) single sided pages of Times New Roman 12 point type.
Additional pages will not be considered.
1. Provide a brief history of the agency I organization. When, how and by whom was the
organization formed? How has it evolved and changed over the years? Give a brief
description of your current programs and tell how they inter-relate.
2. Describe the project I program for which you are seeking funds. Include the following
information:
a. Proiect Specifics: Give a description of the proposed project including services that will
be provided. Does the project address health and safety issues?
b. Community Need: Is the project you are proposing identified / prioritized in a community
or agency plan? If so, explain how and identify the plan. Estimate the unmet need for
this service in the community being served. How much of the unmet need will the
program address?
c. Partners: Will you develop partnership agreements with other community agencies to
accomplish this project? What will be the nature of these partnerships?
d. Taraet Population: Who will be served? Describe the client population by geography. If
the project serves Kitsap County as a whole, provide the percentage of clients living in
Bremerton that will be served.
e. Client Income: How does this project target low and very low income populations?
f.:. Funds: How will the requested funds be used? Be specific. Explain how you
determined costs and the status of other funding.
3. Describe the outreach plan to be used to ensure that eligible persons have access to
your project I program. Include a discussion about outreach and access to persons with
disabilities, limited English speaking, and minority clients. What is your organization's
history in serving these populations?
4. What will change in the lives of individuals, families, and the community as a result of
this funding? How do you know that your program / project will be effective? Site
evidence of other successful models, or your own track record as examples of successful
results. How will the change be documented, monitored and evaluated?
5. Describe your organization's incorporation of family policy principles as described on
pages 11-12'ofthis packet.
(c)8L10
IiILlO UOSJ8d
Lj8p81Lln08)
pGj881[dnpLln
- 11'101
--------------- -----
~ 8LU08L1/
..J ell (/) - MOl oSI\.f
~ E ctl ___________
....0_
000
'c .E I-
ell
en
f--
lti
-
o
I-
uezlj18
JOILl8S oSI\.f
-----_ _ _______ ______ ______ ___00__ _________ _______ ____________ ___
(/) Iil!JOLI!l/'J
ell 81Bl/'J IBlOl
ro :-2
.... ....
o 0
I- .5 Iil!JOU!l/'J
:a:
8IBW8::lIBlOl
^~!O o!uBds!H
!Ull~3 OSI\.f :lil!O!U413
IB!OB8
-!llnl/'J .18410
'W\.f
UBO!JN />IoBI8
'&'
8^!IBN UB>jSBI\>'
/ UB!PUI
UBO!J8W\>,
81!4M
'&' UBOP8W\>,
UBOPN/>IOBI8
UJ
C1)
.~ 81!4M '&' UB!S\>,
0
C)
C1) 81!4M '&' 8^!IBN
...
CO
0 UB>jSBI\>,/UB!PUI
.!!! UBOP8W\>,
(,) J8pUBISI 'OBd .I
CO
a: 8410/UB!!BMBH
8^!IBN
8^!IBN
UB>jSBI\>,/UB!PUI
UBOP8W\>,
UB!S\>,
UBO!J8W\>,
UBO!JN />IoBI8
ellLlM
----- 1------
"C
'-0::1"
CO I
00
en C1)
~;;:
'+- 0
- '-
!a..
(j)
8311::l0831\1J
NOI1\1dnJJO
III
.... III
.8 ili
ctl c:
(/) .::: 0
.... .!!! III
.8 c: III
~ E ~
.... 1J e
o <t 0-
--- ---------- -------- ---- ---
--- ----f----- ---- ---- _ ____ ____
III
c:
ctl
'0
c:
..c:
o
ell
I-
ell
o
'>
....
Q)
en
Q)
>
"';: '-
o Q)
ell.::t:.
.... ....
o 0
O:~
.!!1
ctl
c:
,Q
III
III
ell
-
o
....
0-
ctl
....
ctl
0-
-------'------
1----- -- --__ _____
ili
o
.~
~
U
I
Q)
.2
-
<5
------------~--
--I
L.
::J
o
)>,
~~
~2
O-C
::J i:l
(/)=
......0-
ctl 0-
..c ctl
;.0
E!2.,
006
(J __
c c
'-. 0
(J) -,;::;
OJO
ctl E
~e
(J) 0-
1J .
COJ
(J) C
OJ'(ij
aiE
(J (J)
ctl >
L.1J
o~
C (/)
o (J)
-,;::; (J
.glf5
C ctl
~Q.
(J)OJ
Q..~
(J).:
L.I
2w
.~ ::::,
8-::::
.... ctl
15:00
ctl 0
c_
.- (/)
ctl ....
c(J)
.- .0
~ ~
o E
(J)1J
III ....
ctl ctl
(J) 0
....cc
~OJ
'- c
0:0
...... ::J
g'u
.- c
0:.:::.-
1J .
c ~
o (J)
'';::; (J)
~c
'c .2
ctl 0
OJ>
.... '+-
o 0
.... ......
::J C
o (J)
)>,E
-~ cu
...... (J)
ctl ....
..c......
~~
(/)
c -~
.Q -g
t) ::J
<t _(/)
Q) C
>.Q
"';: "@
ctl N
E -c
.: ctl
- OJ
- ....
<t 0
r==. .
. ,- "-'
, ." ,'.' "
. . ~ " .
'.c '. . . ','
" , . . "
. "
.'. ." ".",
- . - ,
;':.'
," ,":, .' .Attaqhme.nt C~3(aY~: " "',,
. SourcesQf ,~i,nal1ping,.-AH:proj~~tFundi,~g~OUrCes
<; "".,-:.~,
j
A
N
P . t N
\Qency ame rOJec ame
Source (Name) Committed Conditional Tentative
Federal:
CDBG $ $ $ (Applicatioll
- - a 1110 UIl t)
- $ $ $
- - -
State:
$ $ $
- - -
-
$ $ $
- - -
-
Local:
$ $ $
- - - -
- $ $ $
- - -
Applicant:
- $ $ $
- - -
- $ $ $
- - -
Private:
- $ $ $
- - -
- $ $ $
- - -
In-kind:
- $ $ $
- - -
- $ $ $
- - -
Subtotals: $ $ $
- - -
TOT AL ALL FUNDING SOURCES '$ -
LcJ"'.".~".."'."'~:"'~"'.":'~'
",,;, ,."' ," f" ~
~.','<",:: ,',>,' ,i," ,", ,c,:: ",
, ~:C'," Attachmeri:t,C-3(b)' ',', ' ,
,', ", USe) of .F=hjtu:)dn'g ~ ~h 'Funding Sour~es
, ", . ~..' :;--, ~." " .~. " . .'f',,,,'-, ..t/ ,~.: .,.',,' / ", ,-. '-._ . _, .' J'" " ,", "". ,._,..,.,t.'.
.., ,~ .
A
N
p ,
N
\gency ame rOject ame
Project Cost Amount CDBG/HOME CDBG/HOME Other Source of
(County) (City) Funds
PERSONNEL
Managers
Staff
SUBTOTAL
SU PPLI ES/EQUI PMENT
Office Supplies
Equipment
SUBTOTAL
*ADMINISTRATION
Advertising
Audit
Insurance/Bonds
Postage/Printing
Rent/Utilities
Communication
Training/Travel
Transportation
SUBTOTAL
ACQUISITION COSTS
Acquisition
SUBTOTAL
DEVELOPMENT SOFT COSTS
Appraisal
Design and A & E
Processing/Settlement and Financing
Marketing
Operating Reserve
SUBTOTAL
DEVELOPMENT HARD COSTS
Clearance/Demolition
Construction
Rehabilitation
Improvements
SUBTOTAL
OTHER COSTS
Relocation
Operating/Maintenance expenses
SUBTOTAL
,
'tOTAL PROJECT COST,
"
r:=-. -
, " .' -
. " - -,
r _ . .
. .
, - '-.
~....
~_.
.ATTAGHMENf(c~8,:: '. . .
'. N~tiQn~"19~jective:Clhd..~ligi:pility p~ternii~~ti~n;'J,<.::
,- ,u.': ,_ ~.\ --~.t _ " '. ,. ''''''. .c" ".,' ':~- _._ :.~ :.- '_. <~: ,;, ': :.r .,.) _ _."..\~ . ~,'_' ,'; ," _ _ -". _:., .'
",
..,',1.\
...,]
c'.", -.'.
Agency Name__________
_ Project Name
Indicate the national objective your project meets. Attach the documentation
specified for the national objective (refer to PART III of this manual).
D Principally benefit low and very low income
D Area Benefit
D Limited Clientele
D At least 51 % of beneficiaries are low or very low income
persons/households (identify a, b, c, or d below; documentation will be
determined by the letter selected)
(a)D Presumed Benefit
(b)D Agency Requires Client Information
(c)D Income Eligibility Requirement (Direct Benefit)
(d)D Nature/location
o Removal of Architectural Barriers
D Assistance to Owners of Micro enterprises
o Employment Support Services
D Housing Activities (Residential)
o Job Creation or Retention - Economic Development
D Reduce 0r eliminate Slum or Blight
Identify how you think your project is eligible according to COSG requirements.
Part 11/ provides additional information concerning eligibility requirements.
o Acquisition of real property
o Acquisition, construction reconstruction or installation of public works facilities
D Code enforcement
o Clearance, demolition, removal, and rehabilitation of buildings and improvements
o Removal of material and architectural barriers which restrict the mobility and
accessibility
D Public/human service
o Planning activities
o Assistance to Community Based Development Organizations (CBDO)
o Economic development project
o Housing services
o Assistance to facilitate economic development
o Assistance to expand homeownership
D Lead based paint hazard evaluation and reduction
**Please attach documentation showing how your agency complies with
National Objective requirements. Please see Part III of this manual or contact
COSG staff for further information.
Resources
Staff
Violence Prevention
Curriculum
Partnerships:
University, Counseling
Cemer. Sheriff, Schools
Participams
PROCESS
Activities
Deli very of violence
prevention curriculum in
the schools (pre-K
through 4th Grade)
Intensive Violence
prevention groups to
high risk youth
DARE
Family empowerment
Attachment C-5
Outcome Evaluation
Outputs
4-6 hours of violence
prevention education for
1890 students
480 students receive
intensive prevention
training in 10 week
groups of 6-10 students
each
185 at-risk families
receive outreach
assistance.
Outcomes
Improvement in healthy
peer social
communication
reduction of violent
behaviors in schools
improved school related
behaviors
increase in family support
consumer satisfaction
OUTCOME
Goals
Y iolencc prc\.cntion
Resources
PROCESS
Activities
Attachment C-5
Outcome Evaluation
Outputs
Outcomes
OUTCOME
Goals
I.'
._ ",t
~ ; <, ~ _, c
~>.,;: -': ,< ~~~':":->,,
~~ ,<" " -' .
;'. ,:'.<:'\,.> Attachme'nt:C:10 . ..',.~,"'.,
. AgeAc,y::ct"~GiHOME ~t:ii~'torYJ~6r~ ~:', J~'..'.:.
,~!_," "_,4.,4,.:,, <",' .'. '- '~I'; -,r' ~_~., ,,;, _~'_'/~ _ ," _>'~.'
.- ,', -' ]1
\ >, ~" r
'".~~. ~(~ ,:~'^'..II>~
"';'. -"~~.~~~~;
.-r. _ 1 . , , ~
- - ~
Agency Name
Project Name
",' ,.
~ '",-.
Provide a history of your agency's management of CDBG and/or HOME Projects since
2002.
:';"';;'~~;;"""!< ':;~:;f .;.~~;~~;;. ;E~{~:l~!:;" ?~i~~1~,O~~5nf;.~i (tj?~~~n~J,~n~~~l
o
o
o
o
o
o
o
o
o
)0
o
o
Ye{lr;
.- . ,'. "'~."
";- '., '~'
'< -<'\~...
: .~:" ._.', t:,( ~:",
CDBG
HOME
CDBG
HOME
CDBG
HOME
CDBG
HOME
CDBG
HOME
CDBG
HOME
CDBG
HOME
What is the agency's insurance program for general liability/officers and
board/volunteers, etc.? Please attach a copy of your current policy.
o
o
o
o
o
o
o
o
o
o
o
o
o
o
COUNTY
CITY
COUNTY
CITY
COUNTY
CITY
COUNTY
CITY
COUNTY
CITY
COUNTY
CITY
COUNTY
CITY
D
D
Does the agency have any threatened or pending litigation?
,No Yes (if yes, attach explanation)
Does the agency have any audit or IRS problems?
No Yes (if yes, attach explanation)
Authorized Signature
Date
[I2
:~-. ,':: ,;';, ':,' .':' '~"" :/
. . . - . ' .
,. "-
, ",' '. . -, . ~.;" ~ - ,- - '. ;- . :: ~-.
. _, 'c'. _ ^ "
" ,'.' -.', "
. - "" .'. .
~....
~.,'
'0' ,,'.' ',';'''''''>A,tfAcHMENTC~'1J.::' ,', co':,
',', (?:': ,,:,SajarYSumm'~rY.~UbliG SenJic~ FlrojeGt$~'
5' '. .'.'-<;. ':';. - .'-" .-,. ." ,"." ; ,-', " " _' 1:'-,; " ;..:. ". .:\, + _ - . . , ',.' ,":" ~ .,.' ._ i
",. '" '".' , ' . '., "I
' " '.',-:, ~ - < ,.'
r . ".: ,:'. k".' . ''-';' .~ .,', ~ <' . ~
. ~""'." ;
. _. ".l _ - . ',' ~_. .:.,:.: .....' ~ ~ "~:,
Agency Name:
Project Name
Description 2009 projected
Budqet
Number of professional FTEs
Number of clerical FTEs
Number of all other FTEs
,~~I~f~}nf9~~,T~~iq~, " , i, .', '. '" ", :
", ". " . .. ", ,;," ; " :.; :
" '. . ' . -" " ;, "
. " . "
Salary of Director
Salaries of Professional Staff
Salaries of Clerical Staff
Other Salaries Description
Description
.
Description
Description
Totals
Total Payroll Cost (including payroll taxes)
Total Cost of Benefits
Total Cost of Retirement
Total Salary and Fringe Costs
2009 Community Development Block Grant
PLANNING APPLICATION
Use this application for projects or programs which involve the
development or implementation of community plans.
[;~".,."';""'." ',,,:
i ~ " ,~' , ',' .', ~ , ,.' "\ _ , ^
"{ " -.
." .
:.:~' " - ,,- . " ,- "'- ." ,-', ,.' - ': ;:':; '. ,'- ;.-,"
~~-;'<'~/-_(--,,:':'--.\.' - :' :'-..:-,i:_.~'".'} -
==.. ............
~:... ., '-.... '. '.j~, ..t:'..~..~_, _,,-~. '.,
. ." -.,. '/ " T' -,' - < - ~.' ',,; .,:t _ - r~' ..)" _~ ~ - ,
,> cDaGeLANNIJ~JG ;'APPhICA:riON >,'
'::,:;.', App'Ii'c::cHlon: Gohtents t GHep~li,sf:,:\
. ' -," .' ',- ~. ')' -.' , '. '.~ -,' '>', ,_ ""' ." .~ - 0
, .:' .',':.<::;~ <>,; "J'-;
" . '. . -~.~.', .- ',,;. > .
. . --'-~' ,') , , . , , ".
", ',,' ,',,'". " - .. ,.,
. , . ..:", .('.... .-; .
,"-> "" -. ".:,.-::~~,.~,-.~',~.<_:','-'~>'.:~ ""'~
2009 CDSG Funding Application Form
Response to Narrative Questions
Attachments
Attachment A (Organizational Capacity)
A-1 An organizational chart showing all staff, board members and volunteer positions
A-2 Organizational Data (i.e. 501 (c)(3), public charter...)
A-3 Non-Discrimination Policies
Attachment B (Organizational Financial Management)
B-1 Most recent monthly financial statement
B-2 Most recent Financial Audit or Financial Statement prepared by a CPA, including
findings.
B-3 A statement of experience including operating statements and lender references and
record of performance, qualifications, and capacity to carry out the project described in
this application
8-4 IRS 990 (for non-profits)
8-5 Secretary of State CHO-1 Form (for non-profits)
B-6 Secretary of State Non-Profit Corporate Annual Report (for non-profits)
Attachment C (Project Feasibility)
C-1 Project History
C-2 Commitment letters from other funding sources for this project
**C-3a Sources of Financing
**C-3b Uses of Financing
**C-4 Agency CDBG/HOME History form
C-5 Mission Statement
**C-6 Salary Summary
C-7 Annual Report
**C-8 Agency Board and Staff Profile including names, addresses and associations
**Form provided within packet
2009 CDBG FUNDING APPLICATION FORM
Check the appropriate box to Identify the type of funds for which you are applying:
D Public Service D Planning D Capital Improvement
CDSG Fund Request
$
Project Title
(If this project has been previously funded, please use the same title)
Project Description Funds will be used to (25 words or less with specific numbers/goals):
Project Location (physical address)
Geographic Service Area
Census Tract(s)
Number of Unduplicated People Directly Benefiting from this Project
Applicant Name
Mailing Address
Agency Director
Name
e-mail address
Telephone #
Staff Contact
Name and Title
e-mail address
Telephone and Fax #
Federal Tax 1.0. # (req'd)
Type of Organization:
Public Agency
Private Nonprofit
Other (Specify)
Are you a Certified Housing Development Organization (CHDO) or Certified Community Based
Development Organization (CBDO)? DYes D No
If not, are you planning on becoming a Certified CHDO or CBDO? DYes D No
Authorized Signature
Date
[1"",',,'
,', cJ ,
_, " t, "
, ,
" ," --
;,,: ,"" -. , "
~c~ '",,' ,." -,,'" ','.;"
, ~ '
'. '"
"'" ,""
..... i ' , . . ,_ ' ~ ' _ ' '-.
'H"'; . PL.ANNING AP.PlICATION' :.
" '~;~'<:' N'~r,r~t,~'~~; q'~e,S,~i,cj~;~", S' ',;i~ :, ,i..
Please type your responses and begin each page with the corresponding question number. The
entire section must be limited to four (4) single sided pages of Times New Roman, 12 point type.
Additional pages will not be considered.
Briefly describe your project: (3 to 4 sentences)
1. Describe the anticipated results of the planning activity. Explain if the plan will result in the
development of specific community priorities.
2. Describe who will benefit from implementation of the planning effort and how they will ,
benefit. .
3. Describe if you are collaborating or coordinating with other agencies to develop the plan.
Attach documentation if available.
4. Does the plan promote neighborhood and local improvements? Explain.
-~----- .-----r----~--.. ---~-- --------- ------ ---~__ ____.. ___~_ ____ .
(8:)U 0
AIUO uosJed
4:)Beluno:)) I I
peIB:)! Idnpu n
- IBlo 1
f-------"------ ---"-"------ --------- ______"_______ __ _"___ __U,___"___ ___"_
:s;..!!?
o III
...J(5
~I-
... Q)
o E
c 0
Q) 0
(f)E.
III
...
o
I-
1/1
Q)
co:';:
... ...
o 0
J- c
:a:
AJ!O!UlU3
tn
Q)
.-
~
o
en
Q)
..
CO
o
-
CO
.-
(.)
CO
ex:
f---
"C
'-00
CO I
OU
COQ)
~-
-
-0
-'-
.sa.
en
ewo:)ul
- MOl OSI\!
1---
U8Zll!J
JO!U8S OSI\!
AIPOU!V\J
81BV\J IBIOl
AI!JOU!V\J
81BW8.::11BIOl
:)!UBdS!H
OSI\! :AIP!U413
IBPBC!
-!lInV\J J8410
.W\!
UB::>PN!>t::>BI8 "l?
8AlIBN UB){SBIV
/ UB!PUI
UB::>!J8WV
, ".
"'8 UBO!Jaw'v'
UBO!J!\! !>t:)BI8
al!4M "l? UB!S\!
al!4M "'8 aA!IBN
UB)jSBI'v'/UB!PUI
UBOpaW\!
JapUBISI 'oBd J
a410/uB! !BMBH
aA!IBN
a^!IBN
UB)jSBI'v'/UB!PUI
UBOP8W\!
UB!S\!
UBOpaW\!
UB:)!JN !>toB18
81!4M
--"
------1---
--
::J
o
>,
(fJ ".
t~
02
o.e
0. co
::J,5::?
(fJ-
0.
+-'0.
~ co
+-'..0
<ll 0
E~
006
u -
e e
- 0
ai'';:;
OJO
co E
~~ e
<llo.
-0 -
eOJ
<ll e
OJ'Ci)
-E
<ll <ll
U >
~-o
_ co
o _
e (fJ
o <ll
_ U
~U
e III
<ll .....
(fJQ.
<ll OJ
..... e
0..'-
<ll'~
.....I
<ll \'
+-'W
co:::=-
c .
0.-
erg
Q.(fJ
0......
co 0
e~
- (fJ
co .....
- <ll
.S ..0
co E
E <ll
L.. E
o
<ll'E
(fJ co
co 0
~cc
UOJ
S.S
0-0
_ ::J
OlU
e e
5~
-0 -
(fJ
e .....
o <ll
- <ll
Cilc
N ::J
c-
co 0
OJ>
0'0
---
::J e
o <ll
>,E
(fJCiJ
.: <ll
co';:;
..c-o
S<ll
(fJ
.. co
c ,-
0..0
- e
'0 ::J
<C .(fJ
Q) e
> ,Q
+:i(ti
co N
E 'c
== co
.... OJ
~ 0
Q)
Q)..!!? g
,2 co co
c c
~ 1/1 i::.2 co $
.8 co 1/1 (R :Z.g.::= ,cco-
co C C Q) Q) co 1/1
1/1 .;: ,2 .!!! > '0 ~ u :a: Q)
<5 .!!! 1/1 ,2 ',;::..... ..... <t ....l Q) Q)
+" C 1/1 C OQ) c.. Q) ... 0 +" ...
o .- Q) .J:: Q) .lo:: 0 Q) .- C Q)
Q) E .... 0 +"... co _ = > ::s ,...
.~..... 0 0 0 ..... ;,... '- ..... - .....
'- "0 ... Q) ... ~ co .... .lo:: Q) 0 ...
Cl <C c.. J- c.. :> c.. 0 en en > 0
----- -----~-------- - ---- --- -------- ----- '--__"_-'-___nn__"__"_"__"
83180831 V'J
NOI1Vdn'J'J0
---_._---_._~--- ---..-------- ._~-
--I----"
?
~ -,,' ..... .".. ...... Att~c;'hni!i!nt C"3(a). . .... :. ........ ......: . <> .1
. . .' .... ..... ~ourci!i!!! 6t Fj r;1a9~ing ::A1 tPro,j~.ct Fundi n9 ,SbU rce~': ._:':< . ~I
p' N
Agency Name rOl8ct ame
Source (Name) Committed Conditional Tentative
Federal:
CDH_G $ $ $ (Application
- - i\mount )
- $ $ $
- - -
State:
$ $ $
- - -
-
$ $ $
- - -
-
Local:
$ $ $
- - - -
- $ $ $
- - -
Applicant:
$ $ $
- - - -
~
- $ $ $
- - -
Private:
- $ $ $
- - -
- $ $ $
- - -
In-kind:
- $ $ $
- - -
- $ $ $
- - -
Subtotals: $ $ $
- - -
. . . .., ..
.'
..
TOTAL ALL FUNDIN'G SOURC~S . $
.. ,-
. . ,
[IT,",,"'.','"
. . '. ',- ,
. ,
. . - - - .
':;;o;~~_ .', .~,> -':' ':~-:'>_
. -, - ~ ,
. -,' ","
. -.' .
,- .' .," .
C.', .',. ~
. . ".'
. -
<:,':' '" ,- ., \Aft~chrlienFC~3(b):::, ,'J >,C"
. QserQf · Fln~h~i~~-'~~ AI',F~~~I:rt~::~~~urt~~,.: . ",
,,- ,". _.- _ .'.'"" -.", ,.' . ., ." -... ,. .~~ ,_ _" 0' "A
:: J
.;.-
.~:~- - ' .~: .~-
-:;'( ~'.
N
Aqency Name Project ame
Project Cost Amount CDBG/HOME CDBG/HOME Other Source of
(County) (City) Funds
PERSONNEL
Managers
Staff
SUBTOTAL
SUPPLIES/EQUIPMENT
Office Supplies
Equipment
SUBTOTAL
*ADMINISTRATION
Advertising
Audit
I nsurance/Sonds
Postage/Printing ,
Rent/Utilities
Communication
Training/Travel
Transportation
SUBTOTAL
ACQUISITION COSTS
Acquisition
SUBTOTAL
DEVELOPMENT SOFT COSTS
Appraisal
Design and A & E
Processing/Settlement and Financing
Marketing
Operating Reserve
SUBTOTAL
DEVELOPMENT HARD COSTS
Clearance/Demolition
Construction
Rehabilitation
Improvements
SUBTOTAL
OTHER COSTS
Relocation
Operating/Maintenance expenses
SUBTOTAL
, .. "',.' -,
~ TOTALPRn~~cT,coST ,', .'
" "
.. '" . .,:" .. .' . ,
"
*If your agency has an administrative overhead rate pre-approved, please attach documentation.
CZ'"
, .
. ,
: '
'. . . .,'.. Att~6hl)1e.nfc-4',.' ..', . " .' . ....",..
.... AgancyCp B~~jHOivfE, tlistOrv,,'Fqrm'
"<,. ',.' "', .- .", ,",~:C' __, -, ".:" ,;~",,'" -l" "~~''r.<,>-~ - '~--""
"IJI
. .-,' .,.", .-,'"
': -~: -. ... .: '."': !' ~ " . ~ '-.'
,- . "
'. ,':' '-, .... .::.r' -..
.- ,'. "'w ,;-: ',,~
, '." ."
. ..
. -,' ,~
, - _ e - ,~,,~, ~ ,
..,., .
,'~" '-~" -'-_;J~:> .:,' ,..,,'
" " ' ~
. . , - - .
. : ;'-c,~...<,-'
Agency Name
Project Name
Provide a history of your agency's management of CDBG and/or HOME Projects since 2002
,:~:J[ ;;;;;'. ....~tjeci...<;.:.... '.lf~gj~;i,.,jx!~~~~;~.~;1'9}:~'~(:i~E. .... ''.It;.~I~~~~h~~~J:j'''~
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY D
HOME D CITY D
CDBG D COUNTY D
(
HOME 0 CITY D
CDBG D COUNTY D
HOME D CITY D
CDBG D COUNTY D
HOME D CITY D
CDBG D COUNTY D
HOME D CITY D
CDBG D COUNTY D
HOME D CITY 0
What is the agency's insurance program for general liability/officers and
board/volunteers, etc.?
Does the agency have any threatened or pending litigation?
No Yes (if yes, attach explanation)
Does the agency have any audit or IRS problems?
No Yes (if yes, attach explanation)
Authorized Signature
Date
~.
, "
-? / \,.' '-c ~. "
, "" ~..~',' ,,~' ,F
l ' '.
',';:>: ....' '~"'Ai~T'A6HMEN:T"-G;6',:,:;," .....,..
, "Sala;ryS'~"nl ~~rY)~J l'~ho'i rtg":P;bjebt~,~",,"
, J . .',: :, L '. " _.~ '_ > ',' " .,"' . ~ '" . . ..'. _. . ,. _ ..' ,.... ' _._> .' _~'_ . ~.;_, '
. ']
. ... .
" ~"<' . ,
,- , " ~... j ~",.
. , ~" ,
J . _ ~~ ,
.. ,
, , '
, '<
Agency Name:
Project Name
. Description 200'9 Projecte9
' . "
, . Budqet '
Number of professional FTEs
Number of clerical FTEs
Number of all other FTEs
Sa'larylri~9rll:1~ticoh<: ':', ",.'. " "'. ," .'
.. ..
.' './''''''. " ,; ':0,','<' ..
,'" c' ,..,,~.. ',.",:", "'<,' ;.,,>' .".,' . '.' , . < . ., - ~, >
, , ,,>>- - .. . - ~,-.- . . ~1
Salary of Director
Salaries of Professional Staff
Salaries of Clerical Staff
Other Salaries Description
Description
Description
Description
Totals
Total Payroll Cost (including payroll taxes)
Total Cost of Benefits
Total Cost of Retirement
Total Salary and Fringe Costs
2009 Community Development Block Grant
,
CAPITAL PROJECTS APPLICATION
Use this application for projects which involve public facilities or the
acquisition, rehabilitation, and/or construction of real property.
I;' ...
-
, , .;,-'. ~ " ':.'
c,,',':,CbaG'CAPiTACAPPLICATloi.f< ' "~~cc,,~ ',<, ,"
:; APPljb~tibn'Ct:)I1te'rl~$/CO~c;:Kli~t/, :,:,'
~. " ,'. >' j-, ,'. ~,' ". "., .':-. < ~-,-_., -', .,' " " ~"-"-:'>; '~.'~..- ~'>-,-,< ',' .' -',.
,", ,:,..,'1
.;,
- ^,~,',' '.' ,
'.. '-
- "'-"
> i"' ,: ..
. , ,/,1-u
,;~:_'~ l. :,.\_
-~<~,',J' .
2009 COSG Funding Application Form
Response to Narrative Questions
Attachments
Attachment A (Organizational Capacity)
A-1 An organizational chart showing all staff, board members and volunteer positions
A-2 Organizational Data (i.e. 501 (c)(3), bylaws, public charter or business license #)
A-3 Non-Discrimination Policies
Attachment B (Organizational Financial Management)
B-1 Most recent monthly financial statement including year-to-date information
B-2 Most recent Financial Audit or Financial Statement prepared by a CPA including
findings. If your audit exceeds 50 pages, please include an executive summary and
one copy of the full audit.
B-3 A statement of experience including operating statements and lender references and
record of performance, staff qualifications, and capacity to carry out the project
described in this application.
B-4 IRS 990 (for non-profits)
B-5 Secretary of State CHO-1 Form (for non-profits), also known as the Charitable
Solicitations Renewal Form.
B-6 Secretary of State Non-Profit Corporate Annual Report.
Attachment E (Project Feasibility)
**E-1 a
**E-1 b
E-2
E-3
**E-4
**E-5
E-6
E-7
E-8
E-9
E-10
E-11
**E-12
**E-13
E-14
Sources of Financing
Use of Financing
Commitment letters from other funding sources for this project
Management Plan
National Objective and Eligibility Determination
Preliminary Environmental Review Checklist
Purchase and Sale Agreement, if applicable
Operating Pro Forma
Plans and Specs for the Project
Relocation Plan, if appropriate
Neighborhood Notification Plan, if appropriate
Mission Statement .
Agency CDBG/HOME History Form
Salary Summary
Annual Report (if your report exceeds 50 pages, please include five summaries and one
copy of the full report)
**E-15 Agency Board and Staff Profile with names, addresses and associations
**Form provided within packet
2009 CDBG FUNDING APPLICATION FORM
Check the appropriate box to Identify the type of funds for which you are applying:
D Public Service D Planning D Capital Improvement
CDBG Fund Request
$
Project Title
(If this project has been previously funded, please use the same title)
Project Description Funds will be used to (25 words or less with specific numbers/goals):
Project Location (physical address)
Geographic Service Area
Census Tract(s)
Number of Unduplicated People Directly Benefiting from this Project
Applicant Name
Mailing Address
Agency Director
Name
e-mail address
Telephone #
Staff Contact
Name and Title
e-mail address
Telephone and Fax #
Federal Tax 1.0. # (req'd)
Type of Organization:
Public Agency
Private Nonprofit
Other (Specify)
Are you a Certified Housing Development Organization (CHDO) or Certified Community Based
Development Organization (CBDO)? 0 Yes 0 No
If not, are you planning on becoming a Certified CHDO or CBDO? 0 Yes 0 No
Authorized Signature
Date
~.c.~;.,...,:....,......,.....,..,..,
" '''',' ";", -".-' ~~;' -, " ,
, '. : .'. '-', '.c'. ~, _' ,..o ~ ,
':;~<..:..~,c,...:.,......'
.. ..... .
..... . "'. GAP1TA'l..APpil}cAtf<iN"';,)',
" ReSP9f1~e.;.t(i N~frat,ye:qli~'~tipn~"
. -'. ,.':' . ,.; :': ',~,...,; -" "",.: '~"'-'" '-,;",',,' .,-,,". ..:~. -,:", ;--::.~. ,':;.~'_." ~ ",
Following each question are instructions to guide the type of information requested. Please type
your responses and begin each page with the corresponding question number. The entire section
must be limited to four (4) single sided pages of Times New Roman 12 point type. Additional
pages will not be considered.
1. Provide a brief history of the agency I organization. When, how and by whom was the
organization formed? How has it evolved and changed over the years? Give a brief description of
your current programs and tell how they inter-relate.
2. Describe the project I program for which you are seeking funds. Include the following
information:
a. Proiect Specifics: Give a description of the proposed project including services that will be
provided. Does the project address health and safety issues?
b. Community Need: Is the project you are proposing identified / prioritized in a community or
agency plan? If so, explain how and identify the plan. Estimate the unmet need for this
service in the community being served. How much of the unmet need will the program
address?
c. Partners: Will you develop partnership agreements with other community agencies to
accomplish this project? What will be the nature of these partnerships?
d. Tarqet Population: Who will be served? Describe the client population by geography. If
the project serves Kitsap County as a whole, provide the percentage of clients living in
Bremerton that will be served.
e. Client Income: How does this project target low and very low income populations?
. I
1:. Funds: How will the requested funds be used? Be specific. Explain how you determined
costs and the status of other funding.
3. Describe the outreach plan to be used to ensure that eligible persons have access to your
project I program. Include a discussion about outreach and access to persons with disabilities,
limited English speaking, and minority clients. What is your organization's history in serving these
populations?
4. What will change in the lives of individuals, families, and the community as a result of
this funding? How do you know that your program / project will be effective? Site evidence of
other successful models, or your own track record as examples of successful results. How will the
change be documented, monitored and evaluated?
5. Describe your organization's incorporation of family policy principles as described on
pages 11-12 of this packet.
6. Describe your organization's construction management and property management
experience. What project(s) has the organization constructed in the past and how large were they
in physical size, complexity and cost compared to the proposed project? Has your organization
received Federal funding for previous construction projects? Discuss the experience of the staff
who will be assigned to construction management, record keeping and facility maintenance once
completed. Give a brief project schedule and estimate when the CDBG funds will be used. Provide
a brief maintenance plan, including how maintenance will be funded.
Staff & Board
Profile E-15
Directors
Administrators
Professionals
Z(f)
o!:!:!
f=1I
<1:0
o...CJ
::Jw
UI-
U<1:
OU
Technicians
Protective Service
Worker
Para Professionals
Office-Clerical
Skilled Craft
Service Maintenance
Volunteers I Other
.~
.s::;
~
c
Cll
()
";:: c
- Cll
<l; ()
:;;;: .;::
() 0)
.!':1 E
a:l<l;
Racial Categories
c
Cll
.(ii
<l;
c
Cll
.::t:
en
c Cll
Cll<(
.g t: 0)
0) Cll >
E'O~
<l;.f:z
Qj
.s::; ~
-0)
0-0
-- C
C Cll
Cll-
"' := en
"'Cll-
,Gs:cS
Cll Cll Cll
ZIQ..
c 0)
co .~
.::t:.s::;
c~~
Cll<(oI:l
.gc (l,)
0) Cll >
E'O-';:::
...... C Cll
......_z
.~
.s::;
~
oI:l
c
Cll
.(ii
<l;
2
E
c~
~oI:l
";;:: c:
-Cll
<l; ()
:;;;: ";::
() 0)
~ E
a:l<l;
'201:lE
CllO)<l;
.- >
-0._ C
.f:Cti~
c z.;::
~c~
.;::~:;;;:
0) en ()
E~.!':1
<l;<l;a:l
co
.u
Cll
cc
,
-.;:::
"S
:2:
~
0)
.s::;
6
o
en
<(
:>-u
."!::: .c
.'2 Cll
c 0..
.s::; en
WI
I
I
>-
-
:~
t:
~
-
w
Q)
co
E
tfc
I co.g
_ c
o .-
.1-:2:
Total
Minorities
c
.C
g
:2:
Q)
co
:2
Cll
o
I-
1
I
Senior &
Low
Income
Totals
c
Q)
.~
I
Q) I
~ I
6 i
E !
, i
S i
o ~
--1 i
o i
~ I
i
i
i
j
i
i
l
i
I
u
~
o
~
(jj
en
o
.!!2
<l;
Affirmative Action: What is your organization doing to increase or maintain appropriate representation of race, gender, age, income that supports your
organization's unbiased treatment of volunteers, (including Board members) or staff. (IE Hiring practices, advertising, promotion, & job applicants)?
Total
~
~
o
U Q.
Q) ,
(=30-
uccCl:
o....=~
r:a2~C
............ ;:::: -' >
0,-0-
1-=:126
c . '.. ...ii~~~;~~~'of;.~i~~ri~}~\~~Atl~t:r~k~!~~'~~i~i~'~'6~r~~~',:i,,;(;,~f.t.{.,~
Agency Name
Project Name
Source (Name) Committed Conditional Tentative
Federal:
-- $ - $ - $ -
- $ - $ -- $ -
State: $ $ $
- - -
-
$ - $ - $ -
-
Local:
- $ - $ - $ -
- $ - $ - $ -
Applicant:
- $ - $ - $ -
- $ - $- $ -
Private:
- $ - $ - $ -
- $ - $ - $ -
In-kind:
- $ - $ - $ -
- $ - $ - $ -
Subtotals: $ $ $
,. ,.
tOTAL ALl. FUNDING SOURCES; $ . .'
-.
..
'\
[I2'"
. ~;,"-~" ','~ .". .," :,~ ,'.:~:,-"",.'
~' - " '. ~-. " ~ '\ ,; ~,- :
."' . - ~
:^ . '. - . '. ,~-/ - -,','" - ',-, '.
- " . ,
I' ...:.,
. .' . C.' .' .
" .-.:~",>"'~:'."';,,-~ -',. " "
, .
'.' " " '. ",
, . "
, .'~' " ." '.,
.... ::!JMOrFii1~~i~~.\~mF~~~~~~~iJf~ElS';. .... .'
.'- .'~ .., . .
-~~, . .
',' ." '.' I
.;{ t .,' '-.;:_ ,:,: - ,,'~-., -'\ '..;
'~~: :Y:o.. .,;. ;; '" Ii
'.~-';~. ),-.>.~:~~, :,~
'~-.'~.~,:,~" ,.~,"-.
, .,....- "
.' -....- ',,, ".
A
N
p , t N
\qencv ame roJec ame
Project Cost Amount CDBG/HOME CDBG/HOME Other Source of
(County) (City) Funds
PE~lSONNEL
Managers
Staff
SUBTOTAL
SUPPLI ES/EQU I PMENT
Office Supplies
Equipment
SUBTOTAL
*ADMINISTRATION
Advertising
Audit
Insurance/Bonds
Postage/Printing
Rent/Utilities
Communication
TraininglTravel
Transportation
SUBTOTAL
ACQUISITION COSTS
Acquisition
SUBTOTAL
DEVELOPMENT SOFT COSTS
Appraisal
Design and A & E
Processing/Settlement and Financing
Marketing
Operating Reserve
SUBTOTAL
DEVELOPMENT HARD COSTS
Clearance/Demolition
Construction
Rehabilitation
Improvements
SUBTOTAL
OTHER ,COSTS
Relocation
Operating/Maintenance expenses
SUBTOTAL
TOT AI. PROJECT COST . '
"
fL....:....,:
", " ,
'" '.'
;.} , . ~ , ' ,
, -"
" " -
~ . ~ ;, , . - :,
,,<
"'" ,..' AtTACHME'r~T,E..4:;~,> ..,,{;::<; ", . ..'; .........:...,.:.1
;N~li9rl~I.O'bj~cHve :~n.clE.I.ig'i5i1ity:bet~bnfnati.on< . . ,
'- , i" . ~ .' '. -, -, '.' . ,'. , " - _ ' . '- _ _ ^ ,,; . . , ',._ ,> " _ \'. _. c
-. ~ "\ ,,}. ~ - - .
Agency Name
Project Name
Indicate the national objective your project meets. Attach the documentation
specified for the national obiective (refer to PART III of this manual).
o Principally benefit low and very low income
o Area Benefit
o Limited Clientele
o At least 51 % of beneficiaries are low or very low income
persons/households (identify a, b, c, or d below; documentation will be determined by
the letter selected)
(a)O Presumed Benefit
(b)O Agency Requires Client Information
(c)O Income Eligibility Requirement (Direct Benefit)
(d)O Nature/location
o Removal of Architectural Barriers
o Assistance to Owners of Microenterprises
o Employment Support Services
o Housing Activities (Residential)
o Job Creation or Retention - Economic Development
o Reduce or eliminate Slum or Blight
· Identify how you think your project is eligible according to COSG
requirements.
Part 11/ provides additional information concerning eligibility requirements.
o
o
o
o
o Removal of material and architectural barriers which restrict the mobility and
accessibility
o Public/human service
o Planning activities
o Assistance to Community Based Development Organizations (CBDO)
o Economic development project
o Housing services
o Assistance to facilitate economic development
o Assistance to expand homeownership
o Lead based paint hazard evaluation and reduction
Acquisition of real property
Acquisition, construction reconstruction or installation of public works facilities
Code enforcement
Clearance, demolition, removal, and rehabilitation of buildings and improvements
**Please attach documentation showing how your agency complies with
National Objective requirements. Please see Part III of this manual or contact
COSG staff for further information.
, '
Attac,hmeht E-5 ' ," .' . .'
" .,'. - ',,':. CqB.~, Capit~l. Proj~cts: ""~' ",:,':
PreHmi,nary ,EnVltonm~ri~al fleview 9,ue,stion~a!~e~<'
- ,~~' ",:,'-'~,-. .f:' '_"'_,,"~J ."" ".. <-->,.". ... ,<.
'". . . ....
At the site under consideration for the project, please make an observation for each of the
seven Compliance Factors listed below. Enter a "Y" for Yes or "N" for No in the space for the
given condition. Fill in the blank with the appropriate answer for all other questions,
Project Name and Address:
ENVIRONMENTAL COMPLIANCE FACTORS
1.) HISTORIC PRESERVATION
. Does the project involve a building greater than 50 years old?
. If yes, does the project involve rehabilitation of some sort?
. Are you aware of any historically significant events that have taken place
at the site?
Note: If the structure is greater than 50 years old and rehabilitation is
proposed, the State Historic Preservation Officer (SHPO) must be contacted
(as well as any local historic office). If the property is on the National
Register of Historic Places (NRHP), eligible for listing, located in a Historic
District, or adjacent to a NHRP, additional action may be required.
2.) FLOODPLAIN MANAGEMENT
· Is the property where the proposed project is located in a Coastal High
Hazard Area, flood way or have a finished floor below the 100 year flood
plain?
· Does the project propose the development of impervious surfaces (roof
or concrete)?
· If yes, approximately how many square feet of impervious surface will be
developed?
Note: Property in a flood plain will require flood insurance. If you need help
making this determination, you may contact the City of Bremerton,
Community Development Office at (360) 473-5211 for information regarding
the Floodplain areas of Bremerton.
3.) COASTAL ZONE MANAGEMENT
· Is the proposed project site within 200 ft. of the Ordinary High Water
Mark?
"Ordinary high water mark" on all lakes, streams, and tidal water is that
mark that will be found by examining the bed and banks and ascertaining
where the presence and action of waters are so COlllmon and usual, and so
long continued in all ordinary years, as to mark upon the soil a character
distinct from that of the abutting upland, in respect to vegetation as that
condition exists on June 1, 1971, as it may naturally change thereafter, or as
it may change thereafter in accordance with permits issued by a local
government or the department: PROVIDED, That in any area where the
ordinary high water mark cannot be found, the ordinary high water mark
adjoining salt water shall be the line of mean higher high tide and the
ordinary high water mark adjoining fresh water shall be the line of mean high
water.
4.) WETLANDS PROTECTION
· Does the site or the adjacent areas of the proposed project have the
appearance of a swamp, marsh, or slough?
· Does the project appear to be wet (standing water) at any time of the
year?
5.) NOISE
· Is the proposed project site within 1,000 feet of a Highway (usually a four
lane road)
· or within 3,000 feet of a Railroad?
6.) ENDANGERED SPECIES
· Is the proposed project site a habitat area for any endangered species?
7.) AIR
· Do you know if the proposed project site has any asbestos located on
the property?
8.) HAZARDS
A.) Explosive or Flammable Tanks
· Does the site for the proposed project have any visible storage tanks for
a flammable substance with in a quarter (1/4) of a mile?
· Is the proposed site within a quarter (1/4) of a mile from a loading
terminal for a flammable substance?
· Does the proposed site have high pressure gas lines or overhead
transmission lines present within 200 square feet?
2009 HOME FUNDING APPLICATION FORM
HOME Funding Request
$
Project Title
(If this project has been previously funded, please use the same title)
Project Description Funds will be used to (25 words or less with specific numbers/goals):
Project Location (physical address)
Geographic Service Area
Census Tract(s)
Number of Unduplicated People Directly Benefiting from this Project
Applicant Name
Mailing Address
Agency Director
Name
e-mail address
Telephone #
Staff Contact
Name and Title
e-mail address
Telephone and Fax #
Federal Tax 1.0. # (req'd)
Type of Organization:
Public Agency
Private Nonprofit
Other (Specify)
Are you a Certified Housing Development Organization (CHDO)?
If not, are you planning on becoming a Certified CHDO?
DYes 0 No
DYes 0 No
Authorized Signature
Date
B.) Hazardous Waste
· Will the proposed project be located on fill land?
· If yes, what materials were used for the fill?
· Is the project area on or near a site suspected of posing a potential
environmental hazard such as a dump, land fill, or industrial location
containing hazardous wastes?
9.) LAND USE HISTORY
· What, if any, prior uses existed on the property?
I UNDERSTAND THAT UPON SUBMITTAL OF THIS APPLICATION, NO FURTHER FUNDS,
OF ANY KIND, CAN BE SPENT ON THIS PROJECT UNTIL A HUD APPROVED
ENVIRONMENTAL REVIEW IS COMPLETE. FUNDS BEING SPENT ON THE PROJECT
AFTER APPLICATION SUBMITTAL COULD JEOPARDIZE THE ELIGIBILITY OF THE
PROJECT FOR HUD FUNDS.
Note: A "Yes" response to any of these questions may be an indicator that some form of
mitigation could be required for the project.
Signature of Agency Director
Name (PRINTED)
Date
6
,,'.; >, ~'; j >' L ,':" ~{,' ': ;~ ~: ..(:. ~:.-<:
::,,,><:., .' ,'~.
~.,."..T :"c- "7,, '...,'
~,
",; ",'
, ',' ," ..' . .'s'; "Att'achm~~i~~12,", " ,
"'" Ag'elJc'y'C:DS~/HOIV!E; History Forri1~ ". ','
,<" .<', 1, ~., -'''', - ,',', ",," " '., _. ,,,, _ o' .-.:_"", . ~ . . _.I"
'-.., '" - ,.~- ,; io' _,' r , I,,:,
'. '~>~'"j ,"
'.,'"
... ."
.....',.1
:. .~. -<
. -,.f
,. " ~ ,..1
" :._...1." ";"
. , ., ,J :,.
"; ,,'.'
': ' ~;/f~
'. .'., - '-~. ,
. ,-,."( ",J:",_.
Agency Name
Project Name
Provide a history of your agency's management of CDBG and/or HOME Projects since 2002.
.. Ve~!t.....'.~p{~j~ci.\{: '; ~f;t~~~~, ;{.~:f:4~~~!:~ ;;.~.i~~ },:.~~.~~.'g~J~;~~~~r}~~~
~:.' ,:'" ,~;&,j' "~"'~/ . ,,;.,;;.'.':: " , . '. ;~'~:\';;; ~iT~.~~[: ""di'. .: ,.' ;~;,~y.~QW~Plp7:;$ . ;;-':..:;..y ':'" ',;;::.'f::'~:'::,~:)]~::,jf:.?~</, 'i:;~:~,,:(,::~
0 . 0
CDBG COUNTY
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
,
What is the agency's insurance program for general liability/officers and board/volunteers, etc.?
Please attach a copy of your current policy.
Does the agency have any threatened or pending litigation?
No Yes (if yes, attach explanation)
Does the agency have any audit or IRS problems?
No Yes (if yes, attach explanation)
Authorized Signature
Date
L'... ,
-, , .' , , "",' ~, . >, .
. - '~. , -', ,.,',. -
. . . .
~ " - " ,
. - . - - .
"., ", - "',,, - " - . ,
. ' .
~ - ' - '- . .
. - . . '
. . .
":;t: ::',.. ,'>' c '..->/' -. ','., -. _':>_~
',~, . . ..' . '.',,,
.- -', - '" . " .' ,
, ., '. '. ;~ ..:'-ATJACH rv"ENT~E~1 i:>:.' ,'.,=, ";!.' ~' :" ..........,: I
"saj~~y.S~ n1.n'afy<'C~kii~I'ProJ;ebts\"'<;,;;'\";<;" :;'!r~;;',.;> ;~,;:. " .
". ,,:~'-' :" _' :. ::.';.' ,'" ~",.;: ',,' .'('~_ :'.';" .' :"": _.< ;' .': ~ ,,~~' ~- _' :!:- -~-:.~ , -'.' >:"~;-,:- .~_:: ;;> _' :.-' :::.t.~ : ,:',:'> _ ::<,~ :.' -) ;".,~:,~;:f'-."<<':",' ':;:-"':~ '/-,";\;--://, " <:- .:'~"-~'_ :..
Agency Name
Project Name
.. . , . '. ..
, Description . 2009 Projected Budget
Number of professional FTEs
Number of clerical FTEs
Number of all other FTEs
. . " '._ _,:~;-, ~..... -:" 'r",' ~,,' "':< ... ",- ~ .,c',',.... ...;:~. ..., " ::.' '. 'i. " . .;~-, '. ."." ;'\'; ,'.:"':'::' . . <."""',:~
"" ~. ,,'
Salaty;lnformafipo';", ' .' ." "( . '~'";,";i
., . /,,- ~'< ",. ";~, " . " ',.,--' >' . ::. , '~'-'" " . -' , '. .'1 <'; i' ,:.. '. ' '.','. .. ',.:,.' '., .... .. '. ,
Salary of Director
Salaries of Professional Staff
Salaries of Clerical Staff
Other Salaries Description
Description
Description
Description
Totals
Total Payroll Cost (including payroll taxes)
Total Cost of Benefits
Total Cost of Retirement
Total Salary and Fringe Costs
2009 Community Development Block Grant
HOME PROJECT APPLICATION
Use this application for projects which provide decent, affordable
housing through construction, rehabilitation, rental and
homeownership subsidies
I
','
--, ..,
. '. .... HolVie APPLICATIQN' '. .
..Appl i~~tio'n'G.ontents'lC h~~ckIJ 5'1.>.
" ~'.-, '!; - -0 S, '0" ,"'f ~'_ ,~ '~., . _~',~. . < ., '" ,_ _ ~_' ~ ."',.,' ',',', " .'_ ;> .~:" _~.,~", . ".
.' ,-
...;....... J
. :/,.'.~..... .,','" ..... :..,....:. .
. ~ ./'-::"', ~'~:l.;-'-'.'.' - ~ <., c
.r '~^. ;\ ,..,
'," . ~_,_';. '!", . - -1
""';-''''<0''
2009 HOME Funding Application Form
Response to Rating Factors
Attachments
Attachment A (Organizational Capacity)
A-1 An organizational chart showing all staff, board members and volunteer positions
A-2 Organizational Data (i.e. 501 (c){3), public charter...)
A-3 Non-Discrimination Policies
Attachment B (Organizational Financial Management)
B-1 Most recent monthly financial statement including year-to-date information
B-2 Most recent Financial Audit or Financial Statement prepared by a CPA, including
findings. If your audit exceeds 50 pages, please include an executive summary and
one copy of the full audit.
B-3 A statement of experience including operating statements and lender references and
record of performance, qualifications, capacity to carry out the project described in
this application, and capacity to manage grants.
B-4 IRS 990 (for non-profits)
B-5 Secretary of State CHO-1 Form (for non-profits)
B-6 Secretary of State Non-Profit Corporate Annual Report (for non-profits)
Attachment D (Project Feasibility)
0-1 Commitment letters from other funding sources for this project
0-2 Management Plan
0-3 Plans and Specs for the Project
0-4 Relocation Plan, if appropriate
**0-5 Preliminary Environmental Review Checklist
**0-6 Agency CDBG/HOME History Form
**0-7 Salary Summary
0-8 Annual Report. If your report exceeds 50 pages, please include a summary and one
copy of the full report. Include Agency Mission Statement
**0-9 Agency Board Profile, attach the names and addresses of Board Members
**Form provided within packet
I ...
"
~ . ~ # ~ ", ,
< . '~ ".'. , ... < '
,~. "" .
'," ,-' '.~ ~ " "
" r "
.', ,CITY:OF:SREMERTON',: ",;;-,
. "'HOME.~ROJE6t;RATIN(fFACTORS, '
"c_. ":"_'~;:'~':'"'" ,:,.~;,'.j _~,'-:._, .:~;.:",~l:"":T' -~-r:_ C-:_A_'::.:__j~,.___;.~,_~;:-~, ~',-,,;' /';/',"":'__~....,_ "-~'-,.,,"
-,' /,',.'
. ; -r-. <' '
J
.' ,',- - ,
, ", " ','.
.";{:;" '
,..,' ,
.,',. .:
, , '
" \,'. ;' ~,.l
.;': ?';,';'.c:> ~- ,..',',
1. A licant Profile
Applicant Profile (see attached instructions):
2. Projected use of HOME funds -- Proposed Project
Proposed project: Tenure of recipients: check one
D New construction
D Substantial rehabilitation (> $25,000)
D Moderate rehabilitation (< $25,000)
D Tenant Based-Assistance
D Other _'
D Renters
DOwners
3. Need
Describe the need for the proposed project. The description should include characteristics such
as cause, extent, and location of the specific need and should be in measurable and
quantitative terms. Describe how you determined that the project is the most appropriate
method to address the need and the proposed impact the project is expected to have.
4 G
I P .
I f
. enera rOJect n ormation
Explain how the project is consistent with the Consolidated Plan:
Is the project identified / prioritized in any other community or agency plan? If so, identify the
plan and explain how the project fits with the plan.
Project address: City: State: , Zip Code:
Bremerton WA
Identify the serVice area of the project:
!:~ Please attach a project map that identifies the project location(s)
5 S
fF
All P " t F d" S
ources 0 Inanclng - ro ec un Ing ources
Source (Name) Committed Conditional Tentative
a. Federal:
1l() rvl G <;; <;; $ (Arr~atiQ!!
.j ~,-_. ., -------
.c:\11l011Ilt 1
-- $ - $ --
<;;
" ---
b. State: $ $ $
- - -
-
$ - $ - $ --
-
c. Local:
- $- $- $ -
- $ - $- $ -
d. Applicant:
- $ - $- $ -
- $ - $- $-
e. Private:
- $- $- $ -
- $ - $- $-
f. In-kind:
- $- $- $-
- $ - $- $-
Subtotals: $ $ $
... ' .. ,-~ . ~ ' , ,~, ':' .. .. ' , ' ".. .. .'-. ..
' , ,,' '>" ",
.'...., .. , . "
TOr At:' ALL FUNOING' SOURCES", ',' , $ .. "
'"
.. .. ----- ' " ,.
h , .. ," :
" " .. ,
" 0 , --- ',,,' . - -', > ' '
u
All F d.
s
F
6. ses of mancmg - un mg ources
Project Cost Amount HOME HOME Other
(City) (County) Source of
Funds
ACQUISITION COSTS:
Acquisition
Homebuyer assistance
Other
SUBTOTAL
RELATED SOFT COSTS
Appraisal
Architect
Engineering
Design
Processing/Settlement and
Financing Costs
Audit
Affirmative Marketing
Operating Reserve
Other
SUBTOTAL
DEVELOPMENTAL HARD
COSTS
New Construction
Rehabilitation
Improvements
Demolition
Other
SUBTOTAL
OTHER COSTS
Relocation
CHDO operating expenses
Tenant Based Assistance
Other
SUBTOTAL
OPERATING COSTS (generally
not HOME costs)
Services
Rent/Mortgage Subsidies
Operating
Other
SUBTOTAL
TOTAL PROJECT COST', . ,
. .
.
**Note: Total Project Cost must be equal to Total all Funding Sources on the Source of
Funds statement.
7, Sources of Cost Estimates
r2~j Summarize and attach cost estimates
Attach: earnest money agreement, option or closing statement for land and/or building(s);
construction cost estimate; construction contract or preliminary bid(s); agreements governing
the various reserves which are capitalized at closing; appraisal; and if low income housing tax
credits are utilized, docLunentation on the syndication costs from the organization/individual who
will syndicate and sell the offering. Provide supporting documentation for all other costs.
8, Total Per-Unit Cost
Total Project Development Cost:
Total Number of Units in the Project:
Cost per unit:
9. Match Contribution
a. Total HOME funds requested
$-
b. Match contribution $_
c. Match is % of HOME
request
10, Use of HOME funds
a. Development hard costs
b. Acquisition costs
c. Related soft costs
d. Relocation costs
e. Costs related to TBRA
f. CHDO operating expenses
g. Total HOME-Assisted Cost:
h. Total Number of HOME-assisted Units
j. HOME cost per unit
d. Description of match contribution:
$-
$-
$-
$-
$-
$-
$-
$-
$-
*Note: A maximum HOME subsidy of $30,000 per unit is allowed for homeownership
ro'ects and $131,753 er unit for rental ro'ects. See a e 4 of the Polic Plan.
p
Ob"
IT k IS h d I
11, roject )Jectlves as s c e u e
List the specific tasks to complete and manage this project, the total amount required to meet
the task, the amount that will be paid using HOME funds, the source of any other funds needed
to complete the task, the date when you will start the task and the date when it will be
completed. Include tasks through the period of affordability.
Specific tasks Total HOME Other Start End Date
Cost Cost Sources Date
. See Attached
.
.
.
.
.
.
.
.
.
12. Long Term Affordability
Indicate the number of years the project will be retained as affordable housing for your target
income level and how this will be accomplished, for example, land covenants or deed
restrictions. (See Policy Plan and attached instructions for requirements.) If the project is for
assistance to homebuyers, include a specific description of the resale/recapture procedures
that will be used.
Project will remain affordable for _ years
13. Minority and Women Owned Businesses
Identify the types of notices, bid procedures, and direct outreach that will occur in regard to
recruitment of minority and women owned businesses for this project.
14. Affirmative Marketing
(see attached instructions)
If your project is for
. homeownership you must answer questions 15 and 16 (you do not need to
answer questions 17, 18, 19, 20, or 21) and include the attachments in 22.
· rental housing you do not need to answer questions 15, 16, 20 or 21, but you
must answer 17,18,19 and include the attachments in 22.
· tenant based assistance you do not need to answer questions 15, 16, 17, 18, 19,
or 21, but you must answer 20 and include the attachments in 22.
15. Homeownership Requirements
Describe the method of assuring that
(1) All of the HOME funds will assist low income homebuyers, or existing low-income
homeowners, whose family incomes are at or below 80% of the area median family income
(see page 19 of the Policy Plan).
(2) The assisted housing will be the owner's principal residence; and
(3) The purchase price of the property, or the appraised value of a property already owned after
rehabilitation will be less than 95% of the median area purchase price.
. orne wners Ip ncome argetmg
Please provide the information requested in the followinc table
Size of House and Income Number Monthly Targeted Assumed PITI Median Comments
level of Payment Maximum Family I divided Income*
Houses (PITI) HH Household by adjusted for
I Units income Size monthly family size
Income
ONE BEDROOM
% of Median Income*
% of Median Income I
% of Median Income
TWO BEDROOM
% of Median Income I
% of Median Income
% of Median Income
THREE BEDROOM
% of Median Income
% of Median Income
% of Median Income
FOUR BEDROOM
% of Median Income
% of Median Income
% of Median Income
TOTAL
16 H
o
h" I
T
*Median Income = Median Family Income. Median Family Income is determined periodically by the Department of Housing and Urban
Development (HUD) on the basis of state and local earnings data and is published for cities and courities. See Page 19 of the Policy Plan.
17. Rental Operatmg Statement
Provide operating statements for # of years project will remain affordable to very low and low
income households. After year 5, projections may be in 5-year increments. (you may provide a
more detailed statement in your own format)
A. Operating Income:
Gross Rent Receipts less Vacancy Rate
~
Other Income
Total Operating Income
B. Operating Expenses
Sewer/Water
Electricity
Gas
Garbage
Maintenance
Management
Advertising
Reserves
Other Expenses
Total Operating Expenses
C. Net Operating Income
D. Total Debt Service
(complete table below)
E. Net Cash flow
(Net Operating Income less Debt Service Total)
Debt Service:
loans or other
Loan 1
Loan 2
Loan 3
Total Annual
Debt Service
Amount
$-
$-
$-
%
$-
$-
$-
Monthly
Payment
Annual Payment
$-
$-
$-
$-
$-
$-
$-
F
. rOlec en c e u e
Provide the information requested in the followinq table
Type of Unit # of Targeted Targeted Proposed Tenant Tenant Type of Proposed rent
units Family Household Monthly paid Monthly subsidy as % of income
Size Income Rent Utilitiesl Rent (if any)
Services** Plus
Utilities
SRO
% of Median Income*
% of Median Income
% of Median Income
ONE BEDROOM
% of Median Income
% of Median Income ~
% of Median Income
TWO BEDROOM
% of Median Income
% of Median Income
% of Median Income
THREE BEDROOM
% of Median Income
% of Median Income
% of Median Income i i i i I
I TOTALj i i I
I,
I ** List utilities and services to be paid by tenant:
18P tR tShdl
*Median Income = Median Family Income. Median Family Income is determined periodically by the Department of Housing and Urban
Development (HUD) on the basis of state and local earnings data and is published for cities and counties. See Page 19 of the Policy Plan.
19. HOME Rents
Describe the process that will be established to assure that the rents charged in HOME assisted
rental projects do not exceed the allowable amount under HOME program regulations. (see
attached instructions)
20. Tenant Based Rental Assistance
Describe actions you will take to assure the project meets the requirements of 92.210 and
92.211 including tenant selection policies, lease requirements, rent reasonableness, terms of
any rental assistance contract and maximum subsidies.
21. Additional Information
Provide any additional information you think may help us evaluate your application. Please limit
the amount of additional information to four pages.
22. Attachments.
Please provide the following attachments with your application and copies:
Attachment A (Organizational Capacity)
A-1 An organizational chart showing all staff, board members and volunteer
positions
A-2 Organizational Data (Le. 501 (c)(3) , public charter...)
A-3 Non-Discrimination Policies
Attachment B (Organizational Financial Management)
B-1 Most recent monthly financial statement including year-to-date information
B-2 Most recent Financial Audit or Financial Statement prepared by a CPA,
including findings. If your audit exceeds 50 pages, please include an
executive summary and one copy of the full audit.
B-3 A statement of experience including operating statements and lender
references and record of performance, qualifications, capacity to carry out the
project described in this application, and capacity to manage grants.
B-4 IRS 990 (for non-profits)
B-5 Secretary of State CHO-1 Form (for non-profits)
B-6 Secretary of State Non-Profit Corporate Annual Report (for non-profits)
Attachment D (Project Feasibility)
0-1 Commitment letters from other funding sources for this project
0-2 Management Plan
0-3 Plans and Specs for the Project
0-4 Relocation Plan, if appropriate
**0-5 Preliminary Environmental Review Checklist
**0-6 Agency CDBG/HOME History Form
*'D-7 Salary Summary
0-8 Annual Report (include Agency Mission Statement).
**0-9 A Board profile, attach the names and addresses of Board Members
if * Form provided within packet
. ,;..p:r;~I~i~~tY:~~~~~;~~~:t~I~~f~~~st'i:ri~~ir~' : . "',," :'. ,...'~,',':I
At the site under consideration for the project, please make an observation for each of
the seven Compliance Factors listed below. Enter a "Y" for Yes or "N" for No in the
space for the given condition. Fill in the blank with the appropriate answer for all other
questions.
Project Name and Address:
ENVIRONMENTAL COMPLIANCE FACTORS
1. HISTORIC PRESERVATION
· Does the project involve a building greater than 50 years old?
· If yes, does the project involve rehabilitation of some sort?
· Are you aware of any historically significant events that have
taken place at the site?
Note: If the structure is greater than 50 years old and rehabilitation is
proposed, the State Historic Preservation Officer (SHPO) must be
contacted (as well as any local historic office). If the property is on
the National Register of Historic Places (NRHP), eligible for listing,
located in a Historic District, or adjacent to a NHRP, additional action
may be required.
2. FLOODPLAIN MANAGEMENT
· Is the property where the proposed project is located in a Coastal
High Hazard Area, flood way or have a finished floor below the
100 year flood plain?
· Does the project propose the development of impervious
surfaces (roof or concrete)?
· If yes, approximately how many square feet of impervious
surface will be developed?
Note: Property in a flood plain will require flood insurance. If you
need help making this determination, you may contact the City of
Bremerton, Community Development Office at (360) 473-5211 for
information regarding the Floodplain areas of Bremerton.
3. COASTAL ZONE MANAGEMENT
· Is the proposed project site within 200 ft. of the Ordinary High
Water Mark?
"Ordinary high water mark" on all lakes, streams, and tidal water is
that mark that will be found by examining the bed and banks and
ascertaining where the presence and action of waters are so
common and usual, and so long continued in all ordinary years, as to
mark upon the soil a character distinct from that of the abutting
upland, in respect to vegetation as that condition exists on June 1,
1971, as it may naturally change thereafter, or as it may change
thereafter in accordance with permits issued by a local government
or the department: PROVIDED, That in any area where the ordinary
high water mark cannot be found, the ordinary high water mark
adjoining salt water shall be the line of mean higher high tide and the
ordinary high water mark adjoining fresh water shall be the line of
mean high water.
4. WETLANDS PROTECTION
· Does the site or the adjacent areas of the proposed project have
the appearance of a swamp, marsh, or slough?
· Does the project appear to be wet (standing water) at any time of
the year?
5. NOISE
· Is the proposed project site within 1,000 feet of a Highway
(usually a four lane road)
· or within 3,000 feet of a Railroad?
6. ENDANGERED SPECIES
· Is the proposed project site a habitat area for any endangered
species?
7. AIR
· Do you know if the proposed project site has any asbestos
located on the property?
8. HAZARDS
Explosive or Flammable Tanks
· Does the site for the proposed project have any visible storage
tanks for a flammable substance with in a quarter (1/4) of a mile?
· Is the proposed site within a quarter (1/4) of a mile from a loading
terminal for a flammable substance?
· Does the proposed site have high pressure gas lines or overhead
transmission lines present within 200 square feet?
Hazardous Waste
· Will the proposed project be located on fill land?
· If yes, what materials were used for the fill?
· Is the project area on or near a site suspected of posing a
potential environmental hazard such as a dump, land fill, or
industrial location containing hazardous wastes?
9. LAND USE HISTORY
· What, if any, prior uses existed on the property?
I UNDERSTAND THAT UPON SUBMITTAL OF THIS APPLICATION, NO FURTHER
FUNDS, OF ANY KIND, CAN BE SPENT ON THIS PROJECT UNTIL A HUD
APPROVED ENVIRONMENTAL REVIEW IS COMPLETE. FUNDS BEING SPENT ON
THE PROJECT AFTER APPLICATION SUBMITTAL COULD JEOPARDIZE THE
ELIGIBILITY OF THE PROJECT FOR HUD FUNDS.
Note: A "Yes" response to any of these questions may be an indicator that some form of
mitigation could be required for the project.
Signature of Agency Director
Name (PRINTED)
Date
~ ._~
L1~0-1:')i~";C',,s~,:~10iiij~Rg~~~~i~~,~~~n~~i.~~~:rr"~~~4:;1~:<'~e~f;~
Agency Name
Project Name
Provide a history of your agency's rnanagement of CDBG and/or HOME Projects since
2002.
-, .~~. 1:'. ~, ~)': .' :!' '.t. .3;1. :.. . i~~~s~~ ~illi~~il~ ,;" 6d'~~,'ci~:;~dtvl~~,r~ III
'~~~ '&},;' c." ".'.."
;~, <~t:i~{r~~lP~~~~;i~~
fi}~ :,J, ",'it ;.:. ~:/~
::.:
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
CDBG 0 COUNTY 0
HOME 0 CITY 0
. I
What is the agency's insurance progralT]Jor general liability/officers and
board/volunteers, etc.? Please attach a copy of your current policy.
Does the agency have any threatened or pending litigation?
No Yes (if yes, attach explanation)
Does the agency have any audit or IRS problems?
No Yes (if yes, attach explanation)
Authorized Signature
Date
",' <' - ">~ '
',<,; ..ATTACHMENTO:.:t: ...., :,/.: .'. ..:,';.; .
.~. ~'.. ,~:~la;ry",:S oa~~..tTI'~.rY,;9;#;~if~.~,:~t6j~bt,~;<'>';')Jy~:.r"'r,~:.',':~
Agency Name
Project Name
Description ",'
Number of professional FTEs
Number of clerical FTEs
" .
20b9Rroject~d Budget' , '
Number of all other FTEs
",Siai~f{' h.f~;ri1at.i9n::::
~/_~', ,'C _:_V'-." 'J',"___,"',- ' ~'
Salary of Director
Salaries of Professional Staff
Salaries of Clerical Staff
Other Salaries Description
Description
Description
Description
Totals
Total Payroll Cost (including payroll taxes)
Total Cost of Benefits
'Total Cost of Retirement
Total Salary and Fringe Costs
CITY OF BREMERTON
HOME
Application Instructions
General Applicant Information:
ApPLICANT:
ADDRESS:
CONTACT PERSONITITLE:
TELEPHONE NUMBER:
The organization submitting the application
Address of applicant agency
For this project
For applicant agency and the contact
person
TITLE AND SIGNATURE OF
AUTHORIZED OFFICIAL
The title and signature of the person
authorized to sign contracts for the
organization.
Indicate, in this section, if you are applying for the CHDO set aside. A CHDO
checklist or a letter indicating you have been predetermined to be a CHDO in The
City of Bremerton, must be submitted with the application. The applicant has the
option of having the application considered only in the CHDO set-aside competition,
or considered in both the CHDO set aside competition and the general competition.
1. Applicant Profile:
The organization that will administer the project must describe its record of
performance, qualifications, and capacity to carry out the project described in the
application. Any recent (within the past year) housing activities that have been
administered should be described. The applicants role, and if appropriate the role
other entities will have, in carrying out the proposed project (i.e. developer, owner,
investor, manager, etc.) must be described.
2. Projected Use of HOME Funds
Indicate if the proposed project is:
New construction
newly built or built within the last 12 months
adding additional unit(s) outside existing walls
Rehabi I itation
Substantial: development cost per unit is greater than $25,000
Moderate: development cost per unit is less than $25,000
Homeowner Assistance
Tenant Based Rental Assistance
Indicate if proposed recipients of HOME assistance \yill be renters or owners.
3. Need
Describe the need for the project. How long has the need existed. Are any other
activities currently being undertaken in the community to address the need? If
appropriate, identify any new emerging needs that are not met through any of the
existing agencies or programs. Where did you get the information included in this
section? Quantify information when possible
4. General Project Information
Describe what your project is. Provide sufficient detail to give the reader a clear
understanding of the nature of the activity to be undertaken. Include "who, what,
where, how, and why." Be as specific as possible. This is an opportunity to
"make the case" for your project.
Include information concerning the housing standards that will be met.
List the specific objectives to be met.
Displacement of people or businesses is discouraged. If your proposal is likely to
result in displacement, discuss it in this section and include relocation assistance, as
appropriate, in the use of funds section.
Explain how the project is consistent with the Consolidated Plan. See page 6 of
the Policy Plan for more information
Explain how / if the project is prioritized in another community or agency plan.
Address: Provide the street address for the project. If project sites have not been
identified, provide the address of the Agency applying for the funds.
Service Area: Provide the service area for the "project" not the Agency, unless the
service areas are the same. Identify the neighborhood, City or County by Name.
Project area Map: Attach a map that best shows the "project service area. Identify
the project location on the map.
5. Sources of Financing- All Funding Sources:
Please list the sources of all funds required to complete the project.
a. Federal: list all specific sources of federal funds required to complete the project.
Indicate if the amounts are committed, conditional or tentative. Provide the date
you will be given a notice of a firm commitment or denial if the funds are
conditional or tentative.
b. State: list all specific sources of State funds required to complete the project.
Indicate if the amounts are committed, conditional or tentative. Provide the date
you will be given a notice of a firm commitment or denial if the funds are
conditional or tentative.
c. Local: list all specific sources of local funds required to complete the project.
Indicate if the amounts are committed, conditional or tentative. Provide the date
you will be given a notice of a firm commitment or denial if the funds are
conditional or tentative.
d. Applicant: list all specific sources of funds to be provided by the applicant that
are required to complete the project. Indicate if the amounts are committed,
conditional or tentative. Provide the date you will know if the funds will be
committed for any amounts listed as conditional or tentative.
e. Private: list all specific sources of private funds required to complete the project.
Indicate if the amounts are committed, conditional or tentative. Provide the date
you will be given a notice of a firm commitment.or denial if the funds are
conditional or tentative.
f. In kind contribution: includes volunteers, supplies and other contributions for
which a cash value can be assigned. Attach a description of any in-kind
contribution listed, including dollar value and the basis for the value
determination.
g. Subtotals:: provide the total of lines a through f for the amount in the committed
column, conditional column, and tentative column.
h. Total All Funding Sources This is the sum total of the three columns in item g
( subtotal)
6. Uses of Financing - All Funding Sources
Identify the budget required for the specific project.
Amount: List the costs, by category for the total project budget.
Subtotal: Provide the total for each of the sections.
Source of Funds: Identify the specific source of funds that will be utilized for the
budgeted cost.
7. Sources of Cost Estimates
Indicate the source of cost estimates used to determine funds, and distribution of
funds, required to complete the project.
8. Total Per Unit Cost
Total project development cost: This amount should be the same amount as in
question 7 "Total Project Cost."
Total number of Units in the Project: Identify the number of units in the project.
Cost per unit: Divide the total project development cost by the cost per unit.
9. Match Contribution
a. Total HOME funds requested: This amount should be the same as in question
9(g).
b. Match contribution: The amount of match contribution that will be provided.
c. Match percentage: The match contribution (b) divided by the HOME funds
requested (a).
d. Description of the match contribution: Include a detailed description of the
source of the contribution. (For example if the contribution is cash, land or real
property, describe where it is coming from; if the match is donated or voluntary
labor describe who will provide it). Include the status of the contribution, is it
committed, conditional, or tentative. Explain the status.
10. Use of HOME funds
Identify costs that are proposed to be paid with HOME funds. Eligible costs are
described in HOME regulations 92.206 and are briefly outlined below.
a. Developmental Hard Costs are the actual cost of constructing or rehabilitating
housing. Costs 0 demolish existing structures and for improvements to the
project site that are in keeping with improvements of surrounding, standard
projects, and costs to make utility connections are considered developmental
hard costs.
b. Acquisition Costs are the costs of acquiring improved or unimproved real
property.
c. Related Soft Costs are other reasonable and necessary costs incurred by the
owner and associated with the financing, or development (or both) of new
construction, rehabilitation or acquisition of housing assisted with HOME funds.
These costs include, but are not limited to:
· Architectural, engineering or related professional services required to prepare
plans, drawings, specifications, or work write-ups;
Costs to process and settle financing for a project, such as private lender
origination fees, credit reports, fees for title evidence, fees for recordation and
filing of legal documents, building permits, attorneys, fees, private appraisal
fees and fees for an independent cost estimate, builders or developers fees;
Costs of a project audit t
Costs to provide information services such as affirmative marketing and fair
housing information to prospective homeowners and tenants;
For new construction or substantial rehabilitation, the cost of funding an initial
operating deficit reserve, which is a reserve to meet any shortfall in project
income during the period of project rent up and which may only be used to
pay operating expenses, reserve for replacements and debt service.
d. Relocation Costs: are costs of relocation payments and other relocation
assistance for permanently and temporarily relocated individuals, families,
businesses, non-profit organizations, and farm operation where assistance is
required.
e. Costs Related to Tenant Based Assistance are rental assistance and security
deposit payments made to provide tenant-based rental assistance for a family.
1. CHDO Operating Expenses:
g. Total HOME Assisted Costs: The total of 11 a through f.
h. Total Number of HOME Assisted Units: The total number of units that will be
assisted with HOME funds.
i. HOME Cost Per unit: The total HOME assisted costs (g) divided by the total
number of HOME assisted units (h).
11. Project ObjectiveslTasks/Schedule
Specific tasks: Separate the project into tasks, including those tasks which are
necessary for project start up, like hiring staff or consultants. List the tasks in this
column. For any tasks that will be done by an agency other than the applicant
agency, indicate the implementing agency in the same column. These tasks should
relate to the objectives described in 5.
Total Cost: Enter the cost of accomplishing the task if it is included in the total
project cost whether or not HOME funds will be used for the particular task. Some
start up costs may be borne by the agency's existing administrative capacity and not
charged to the project. The tasks should still be listed in columns b, c, and d. The
total of this column should equal the "total project cost" on question 7.
HOME Cost: Enter the amount of HOME funds you will use for each task. The total
of this column should equal the amount requested from the HOME program
Other Sources: Enter the amount of any other funds you will use to complete each
task.
Start Date: Indicate when you will begin each task. Be thoughtful and specific. Your
performance will be monitored using these dates.
End Date: Indicate when you will complete each task. be thoughtful and specific.
Your performance will be monitored using these dates.
12. Long Term Affordability
Describe the policies and procedures to assure units remain affordable.
Proiects involvinq homeownership
One of the purposes of th,e HOME Program is to increase the supply of affordable
housing units over an extended period of time. To this end, homebuyer units must
remain affordable for up to 15 years, dependent on the amount of HOME funds
invested in each unit. Generally, If the original homebuyer retains title to the property
for the full period of affordability, no resale/recapture provisions apply. However, if
the property is transferring during the period of affordability the applicant must assure
continued affordability in one of two ways:
Creation of another affordable unit. Procedures must be outlined to recapture
the HOME assistance that was provided to the original buyer and invest it in
another homebuyer unit. If proceeds are insufficient to recapture the entire
subsidy, the rules permit recapturing a portion of the subsidy based on length
of ownership. The HOME investment subject to recapture is the HOME
assistance that enables the homebuyer to buy the dwelling. -or-
Sale of the property to another low-income buyer who will use it as their
principal residence. Procedures must be outlined to assure the sale of the
property is at a price which allows for a fair return on equity in addition to
being affordable to the subsequent low-income buyer.
Proiects involvinQ rental units:
Describe the policies and procedures to assure that units will remain affordable for
the following terms based on the per unit amount of HOME funds:
Rehabilitation of up to $15,000 5 years
Rehabilitation between $15,000 and $40,000 10 years
Rehabilitation of $40,000 + 15 years
New Construction (any amount) 20 years
13. Minority and Women Owned Businesses
The HOME program requires the encouragement and use of minority and women
owned business enterprises in the implementation of HOME program activities.
Describe your plans for affirmative marketing to minority and women owned
businesses. Identify the types of notices, bid procedures and direct outreach that will
occur in this regard.
14. Affirmative Marketing
HOME regulations require affirmative marketing of housing units assisted with
HOME funds. Describe the methods of affirmative marketing that will be undertaken
as part of the HOME-assisted project. Affirmative marketing steps consist of actions
to provide information and otherwise attract eligible persons from all racial, ethnic,
and gender groups
At a minimum, project sponsors will be required to use affirmative fair housing
marketing practices in soliciting renters or buyers, determining their eligibility, and
concluding all transaGtions. Any HOME assisted housing must comply with thE)
following procedures for the duration of the applicable compliance period:
Project sponsor advertising of vacant units must include the Equal Housing
Opportunity logo or statement (newspapers, radio, television, brochures,
leaflets, sign in a window, etc.)
The project sponsor will be required to solicit applications for vacant units
from persons in the housing market who are not likely to apply for the housing
without special outreach (e.g. use of community organizations, places of
worship, employment centers, fair housing groups, etc)
The project sponsor must maintain records containing documentation of all
marketing efforts (e.g. copies of newspaper advertisements, memorandums
of telephone calls, copies of letters, etc.). A listing of all tenants residing in
each unit at the time of application submittal through the end of the
compliance period must also be maintained. Records to assess the results of
the affirmative fair housing marketing actions must be available for inspection
by The City of Bremerton HOME administrators.
15. Homeownership Requirements
Describe the method of assuring that
· All of the HOME funds will benefit families whose incomes are at or below
80% of the area medi;:ln income.
· The assisted housing will be the owner's principal residence
The purchase price of the property or the appraised value of a property
already owned, after rehabilitation will be less than 95 percent of the median
area purchase price.
16. Ownership Income Targeting
Provide the information requested for HOME assisted units
Size of House and Income Level: Under the bedroom size, indicate the targeted
income.
Number of Houses: Identify the number of HOME assisted houses by bedroom size
and targeted income
Monthly PITI: Identify the projected Principal, Interest Taxes, and Insurance (PITI)
by bedroom size and targeted income.
Targeted Maximum Household Income: Identify the maximum targeted income by
bedroom size and percent of median income.
Assumed Family Size: Provide targeted family size by bedroom size and percent of
median income.
PITI divided by Monthly Income: Divide the monthly PITI by the monthly targeted
household income.
Median Income adjusted for family size: Identify the median income based on the
family size (see attached chart)
17. Operating Statement
Provide operating statements for the number of years the project will remain
affordable to very low and low income households. After year 5, projections may be
in 5 year increments.
18. Projected Rent Schedule
Rental projects must provide the information requested for units assisted with HOME
funds.
List by type of unit, the number of units, the targeted family size, the targeted
household income, the proposed monthly rent, the tenant paid utilities and services
(identify utilities and services to be paid by the tenant at the bottom of the chart), the
type of subsidy if any (this should have been discussed previously)and the proposed
rent divided by the monthly income.
19. Home Rents
Describe the process you will establish to assure that:
80% of the HOME assisted units in the project have rents which are 30% of
adjusted income for households at 65% of median income, minus tenant paid
utilities. (HOME regulations require that 80% .the lower of either:
The Section 8 Fair Market Rents (FMR) for existing housing., minus
tenant paid utilities -OR-
,. rents which are 30% of adjusted income for households at 65% of median
income, minus tenant paid utilities.
· At least 20% of HOME assisted units have rents that are equal to or less than
30% of annual incomes for households at 50% of median income minus
tenant paid utilities. Properties with 1 or 2 units are exempt from this rule.
20. Tenant Based Rental Assistance (if applicable) I Tenant Selection
Policies Describe the status of your program in relation to the regulations at
92.210 and 92.211. The requirements are briefly listed below.
General Requirements - Tenant Selection Policies for all HOME assisted units:
· Families must be selected in accordance with written tenant selection policies
and criteria that are consistent with the requirements of 92.211 (2). Do you
already have selection procedures or will you develop them after contract
award;
· Rents must be reasonable, based on rents that are charged for comparable
unassisted rental units
· The lease between the tenant and owner must comply with requirements of
92.253;
· The housing occupied by a family receiving tenant-based assistance must
meet the Section 8 housing quality standards;
Rental Assistance
The rental assistance contract providing assistance with HOME funds may
not exceed 24 months, but may be renewed, subject to the availability of
HOME funds;
· The amount of monthly assistance that may be provided to a family may not
exceed the difference between the standard unit rent and 30% of the family's
monthly income;
· The standard for the rent will be based on either local market conditions; or
may not be less than 80% of the Section 8 Fair Market Rents, or more than
the FMR;
A minimum tenant contribution to the rent must be established;
Security deposits
~ Loans or grants can be provided to low income families for security deposits,
even when other tenant based assistance is not provided;
The HOME funds that may be provided for a security deposit may not exceed
the equivalent of two month's rent for the unit;
21. Additionallnformation
Provide any additional information you think may help us evaluate your application.
Staff & Board
Profile 0-9
Z(f)
o!:!:!
i=a:
<co
0...(')
:=)LU
Of-
O<C
00
Directors
Administrators
Professionals
Technicians
Protective Service
Worker
Para Professionals
.~
~
S
C
<ll
U
"e: c
- <ll
<(u
:;:: 'C
u <D
~ E
CQ<(
C
<ll
'w
<(
c
<ll
.::.:.
(f)
c <ll
<ll<(
u-....
Oi:: C Q)
<D <ll >
E'5+::
<( C <ll
_Z
Racial Categories
(j;
~ ...
-<D
0"0
-""c
c <ll
<ll_
<D:= (f)
<ll-
~~CS
<ll <ll <ll
ZICl...
C <D
C\j :t::
.::.:.~
c~S
<ll<(oI:S
.g C CD
<D <ll >
E'5+::
<(E~
2
:c
S
oI:S
c
<ll
'w
<(
c
r501:S
"i:: C
- <ll
<( u
:;:: 'C
u <D.
<ll E"
ii'i <( ~
C <D
<ll > c
'5'~ r5
E Z'C
cc~
<ll<ll:;::
.S2 .::.:. u
... (f) <ll
<D <ll - .
E-CQ E
<(~oI:S<(
,
"S
~
(j;]i
~u
6&
>-
-
:2
c:
..I:
-
W
o
(f)
<(
:>,u
:t:: 'c
.S2 <ll
co.
~ (f)
WI
<D
ro
E
<D >.
u..-
ro 'g
- c
o .-
I-~
Total
Minorities
<D 0
ro>.
~ .-=:
- (;
Bc
o .-
I-~
c-
(lJ
CJ) C
<D
o N
UJ:';::::;
<(0
I
I
I ~
I 0 <D
l-.JE
I 0 0
<fJ u
I<(E
Ii
I I
. I
I
I
i
i
i
I
I
I
1
!
Total
"0
.2 -"= >.
~2BC
:..=<DO
0.- C
-ro:Jco--
_u:J(/)W
o c 0 ~ u
1-:J~8..6
Office-Clerical
Skilled Craft
Service Maintenance
Volunteers / Other
Affirmative Action: What is your organization doing to increase or maintain appropriate representation of race, gender, age, income that supports your
organization's unbiased treatment of volunteers, (including Board members) or staff. (IE Hiring practices, advertising, promotion, & job applicants)?
Senior &
Low
Income
Totals
!
DATE SlJBMITTED: April 4, 200R BILL # ----QB_~_IL~
AGENDA BILL
CITY OF BREMERTON '"
. CITY COUNCIL .
....................................................8........................a.............1
SUBJECT: ResolutiOT~lst~fi~h?ng a Small Committee Meeting Date: __AEljL?~,__~~Q~___.________
Works Roster Process with Municipal COUNCIL MEETING Date: _~1ay 7, 2008 _____
Research Service Corporation crvlRSC) Department: _~inance _________
Presenter: __ Car.9l Etgen, City Cler~_
Phone: 473-5323
SUMMARY: RCW 39.04.155 allows cities to establish a Small Works Roster for different
specialties or categories of anticipated work. Traditionally, local municipalities have managed and
funded small Public Works Contractor Rosters. MRSC has developed MRSC Rosters, a statewide
shared Roster system to provide municipalities with a cost-effective and more efficient way to search
for potential bidders, and one which offers contracts a more convenient way to market their services
to municipalities statewide.
In order to join the MRSC Rosters, Council must adopt a:Resolution establishing a Small Works
Roster Process to award Public Works contracts and a Consll1ting Services Roster for Architectural,
Engineering and other Professional Services. A contract between MRSC and the City will then be
executed. The cost for services for a City our size is $500 per year.
A TT ACHMENTS: Memorandum, Information Sheets, MRSC Rosters, Resolution and Contract
.FISCAL IMPACTS (Include Budgeted Amount): $500 annually
APPROVALS:
DEPARTMENT DIRECTOR"
CITY ATTORNEY:
FINANCE DIRECTOR:
MAYOR:
,/
~
COMMITTEE CHAIR
COUNCIL PRESIDENT:
r---.
CONSENT AGENDA 0
GENERAL BUSINESS C8l
I PUBLIC HEARING 0 "I
L ._~_ _ _____n______ __________..________ ________ _.~___.U
RECOMM.ENDED MOTION:
Move to adopt Resolution No. ',0516 Establishing a Small Works Roster process to award
Public Works contracts and a Consulting Services Roster for Architectural, Engineering and other
Professional Serv'ices.
COUNClL ACTION: D Approve 0 Deny 0 Table
o Continue 0 No Action
earvl L. r:wen~ CMC
()ffiw vf the City Clerk.
City vf I3remer1;()n
34[j f>th street
I3remer1;()n~ W 4. C)S337
(300) 473--..:i323
MEMORANDUM
Date: April 4, 2008
To: City Council
From: Carol Etgen, City Clerk
RE: MRSC Small Works Roster Program - Agenda Bill for May 7,2008 Meeting
Joining MRSC's Small Works Roster Program would benefit the City by
eliminating the need to advertise in the newspaper(s) for certain Public Works
projects under $200,000. Businesses would benefit by eliminating the need to
individually contact all the cities in the program and would be assured of being
accessible to the organizations using the MRSC Small Works Roster program.
The Public Works Department staff has heartily endorsed the proposal to join the
program. The cost of $500 annually for MRSC to create and maintain a list for
the City would be saved many times over in publication costs and staff time.
The following is extracted from the MRSC publication The Biddinq Book and
illustrates the amount of work required to establish and maintain a Small Works
Roster.
When the contract amount for a Public Works Project is $200,000 or less, a city
may follow the Small Works Roster process for construction of a public work or
improvement as an alternative to the general competitive bidding requirements.
Small Works Roster lists contractors who have requested placement on the roster
and who, where required, are properly licensed or registered to perform work in
this state. RCW 39.04.155(2) describes the procedures that a city must follow if
it chooses'to use a Small Works Roster.
A city must publish a notice of the existence of its general Small Works Roster or
rosters (if the city chooses to have different rosters for different kinds of work) in
a newspaper of general circulation, at least once a year, and the city must solicit
names of contractors for the roster(s).
The city council must establish a procedure for securing telephone, electronic, or
written bids from the contractors on the roster who have the necessary
qualifications to competently complete the particular project.
Invitations for contractors to submit bids must include an estimate of the scope
and nature of the work to be performed and a list of the materials and equipment
to be furnished; detailed plans and specifications need not be included in the
invitation.
Quotations may be invited from all appropriate contractors on the appropriate
roster.
Small Works Roster Memorandum
April 4, 2008
Page 2
Alternatively, quotations may be sought from at least five contractors on the
appropriate roster who have indicated the capability of performing the kind of
work being sought.
Whenever possible, the city must invite at least one proposal from a minority or
woman contractor who must otherwise qualify under this section.
After the bids have been submitted, the city or town must award the contract to
the contractor submitting the lowest responsible bid.
Immediately after an award is made, all bid quotations submitted must be
recorded and made available to the public for inspection, or the bid figures must
be supplied in response to telephone inquiries.
At least once every year, the city must make a list of the contracts awarded
available. The lists must contain the name of the contractor, the amount of the
contract, a brief description of the public work, and the date of the award.
Small Works Roster procedures are "in lieu of the procedures" for competitive
bids on public works projects. Therefore, specific requirements, such as those
relating to advertising for bids or regarding bid deposits, required by RCW
35.23.352(1), are not mandatory for Small Works Roster contracts. Performance
bonds are prescribed in RCW 39.08.030, not RCW 35.23.352(1) or RCW
35.22.620; therefore, they are required on Small Works Roster projects, even
though bid bonds are not. Since the work will be performed by contract, the
requirement to pay prevailing wages remains. Although not required, bid bonds
are recommended to ensure that the contractor enters into the contract.
RESOLUTION NO.
A RESOLUTION of the City Council of the City of
Bremerton, Washington on the subjects of establishing a Small
Public Works Roster process to award public works contracts and a
consulting services roster for architectural, engineering and other
professional services.
WHEREAS, RCW 39.04.155 and other laws regarding contracting for public
works by municipalities, allow certain contracts to be awarded by a Small Works Roster process;
and
WHEREAS, in order to be able to implement Small Works Roster processes, the
City is required by law to adopt a resolution establishing specific procedures; and
WHEREAS, RCW 39.80.030 requires that an agency publish in advance that
agency's requirement for professional services and that one of the ways to accomplish that
notification is to announce generally to the public its projected requirements for any category or
type of professional services and request qualification statements to be kept on file with the
agency;
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF
BREMERTON, WASHINGTON, DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. MRSC Rosters. The City wishes to contract with the Municipal
Research and Services Center of Washington (MRSC) to adopt for the City use those state wide
electronic databases for small public works roster and consulting services developed and
maintained by MRSC. In addition, paper and/or electronic rosters may be kept on file by
appropriate City departments.
SECTION 2. Small Public Works Roster. The following Small Works Roster
procedures are established for use by the City pursuant to RCW 39.04.155:
1. Cost. The City need not comply with formal sealed bidding procedures for the
construction, building, renovation, remodeling, alteration, repair, or improvement
of real property where the estimated cost does not exceed Two Hundred Thousand
Dollars ($200,000.00), which includes the costs of labor, material, equipment and
sales and/or use taxes as applicable. Instead, the City may use the Small Public
Works Roster procedures for public works projects as set forth herein. The
breaking of any project into units or accomplishing any projects by. phases is
prohibited if it is done for the purpose of avoiding the maximum dollar amount of
a contract that may be let using the Small Works Roster process.
1
Small Works Roster
2. Publication. At least once a year, on behalf of the City, MRSC shall publish in a
newspaper of general circulation within the jurisdiction a notice of the existence
of the roster or rosters and solicit the names of contractors for such roster or
rosters. Responsible contractors shall be added to appropriate MRSC Roster(s) at
any time that they submit a written request and necessary records. The City may
require master contracts to be signed that become effective when a specific award
is made using a Small Works Roster.
3. Telephone or Written Quotations. The City shall obtain telephone, written or
electronic quotations for public works contracts from contractors on the
appropriate Small Works Roster to assure that a competitive price is established
and to award contracts to a contractor who meets the mandatory bidder
responsibility criteria in RCW 39.04.350(1) and may establish supplementary
bidder criteria under RCW 39.04.350 (2)
a) A contract awarded from a Small Works Roster need not be advertised.
Invitations for quotations shall include an estimate of the scope and nature of the
work to be performed as well as materials and equipment to be furnished.
However, detailed plans and specifications need not be included in the invitation.
b) Quotations may be invited from all appropriate contractors on the appropriate
Small Works Roster. As an alternative, quotations may be invited from at least
five contractors on the appropriate Small Works Roster who have indicated the
capability of performing the kind of work being contracted, in a manner that will
equitably distribute the opportunity among the contractors on the appropriate
roster. "Equitably distribute" means that the City may not favor certain
contractors on the appropriate Small Works Roster over other contractors on the
appropriate Small Works Roster who perform similar services.
If the estimated cost of the work is from one hundred thousand dollars ($100,000)
to two hundred thousand dollars ($200,000), the City may choose to solicit bids
from less than all the appropriate contractors on the appropriate Small Works
Roster but must notify the remaining contractors on the appropriate Small Works
Roster that quotations on the work are being sought. The City has the sole option
of determining whether this notice to the remaining contractors is made by:
(i) Publishing notice in a legal newspaper in general circulation in the area where
the work is to be done;
(ii) Mailing a notice to these contractors; or
(iii) Sending a notice to these contractors by facsimile or email.
c) At the time bids are solicited, the City representative shall not inform a
contractor of the terms or amount of any other contractor's bid for the same
project;
d) A written record shall be made by the City representative of each contractor's
bid on the project and of any conditions imposed on the bid. Immediately after an
2
Small Works Roster
award is made, the bid quotations obtained shall be recorded, open to public
inspection, and available by telephone inquiry.
4. Limited Public Works Process. If a work, construction, alteration, repair, or
improvement project is estimated to cost less than thirty-five thousand dollars
($35,000), the City may award such a contract using the limited public works
process provided under RCW 39.04.155 (3). For a limited public works project,
the City will solicit electronic or written quotations from a minimum of three
contractors from the appropriate Small Works Roster and shall award the contract
to the lowest responsible bidder as defined under RCW 39.04.010. After an
award is made, the quotations shall be open to public inspection and available by
electronic request.
For limited public works projects, the City may waive the payment and
performance bond requirements of chapter 39.08 RCW and the retainage
requirements of chapter 60.28 RCW, thereby assuming the liability for the
contractor's nonpayment of laborers, mechanics, subcontractors, materialmen,
suppliers, and taxes imposed under Title 82 RCW that may be due from the
contractor for the limited public works project. However, the City shall have the
right of recovery against the contractor for any payments made on the contractor's
behalf
"
The City shall maintain a list of the contractors contacted and the contracts
awarded during the previous 24 months under the limited public works process,
including the name of the contractor, the contractor's registration number, the
amount of the contract, a brief description of the type of work performed, and the
date the contract was awarded.
5. Determining Lowest Responsible Bidder. The City Council shall award the
contract for the public works project to the lowest responsible bidder provided
that, whenever there is a reason to believe that the lowest acceptable bid is not the
best price obtainable, all bids may be rejected and the City Council may call for
new bids. A responsible bidder shall be a registered and/or licensed contractor
who meets the mandatory bidder responsibility criteria established by Chapter
133, Laws of 2007 (SHB 2010) and who meets any supplementary bidder
responsibly criteria established by the City.
6. Award. The Department Director or designee shall present all telephone
quotationslbids and recommendation for award of the contract to the lowest
responsible bidder to the City Council. However, for public works projects under
$25,000 the Department Director shall have the authority to award public works
contracts without City Council approval. For public works projects over $25,000
the City Council shall award all public works contracts.
SECTION 3. Consultine Senrices Roster
3
Smoll Works Roster
1. Consulting Services. Consulting services are professional services that have a
primarily intellectual output or product and include architectural and engineering
services as defined in RCW 39.80.020.
2. Publication. At least once a year, on behalf of the City, MRSC shall publish in a
newspaper of general circulation within the jurisdiction a notice of the existence
of the consulting services roster or rosters and solicit statements of qualifications
from firms providing consulting services. Such advertisements will include
information on how to find the address and telephone number of a representative
of the City who can provide further details as to the City's projected needs for
consulting services. Firms or persons providing consulting services shall be
added to appropriate MRSC roster or rosters at any time that they submit a written
request and necessary records. The City may require master contracts to be
signed that become effective when a specific award is made using a consulting
services roster.
3. Professional Architectural and Engineering Services. The MRSC Rosters will
distinguish between professional architectural and engineering services as defined
in RCW 39.80.020 and other consulting services and will announce generally to
the public the City's projected requirements for any category or type of
professional or other consulting services. The City reserves the right to publish an
announcement on each occasion when professional services or other consulting
services are required by the agency and to use paper and/or other electronic
rosters that may be kept on file by appropriate City departments.
SECTION 4. Severabilitv. If anyone or more sections, subsections, or
sentences of this Resolution are held to be unconstitutional or invalid, such decision shall not
affect the validity of the remaining portion of this Resolution and the same shall remain in full
force and effect.
SECTION 5. Effective Date. This Resolution shall take effect and be in force
immediately upon its passage.
day of
PASSED by the City Council of the City ofBremerton, Washington this
,2008.
WILL MAUPIN, Council President
APPROVED AS TO FORM:
ATTEST:
ROGER A. LUBOVICH, City Attorney
CAROL ETGEN, City Clerk
H:\Contracts\Small Works Roster Resolution 04-08.doc
4
Small Works Roster
MRSC Rosters Fees
A~encv Fee
The Agency fees are based on the
municipalities total annual capital
expenditures. See MRSC Rosters
for the detailed fee scale.
REGISTER TODAYl
C",,_
Contractors & Consultants Fees
Contractors and Consultants have
the option of choosing a basic or
enhanced membership. See MRSC
Rosters for the detailed fee scale.
. Basic Membership:
Adequate option for limited
area contractors who offer a
few services- Free.
www. m rsc rosters. org
. Enhanced Membership:
Preferred option for contractors
who offer multiple services in
many areas. Offers the statewide
search option and automatic
inclusion in searches of newly
joining agencies.
Join the cost-effective and efficient
way to work on Washington State
small public works projects
Municipal Research and Services Center of WA
2601 Fourth Avenue, Suite 800
Seattle, WA 98121-1280
Phone: 206.625.1300
Fax: 206.625.1220
www.mrscrosters.org
Questions? mrscrosters@mrsc.org
" M ~~ r. iL -~I'?(~J
. ,". "', ;~ ----" ,? [I F (a J \,,-~
1,--/ ) (::0 d \,----,l. C
\.._.~
www.mrscrosters.org
I
Connecting businesses with local
Washington State governments
Washington State
Small Public Works
B: Consultant Rosters
Operated by the nonprofit
Municipal Research and Services Center
of Washington (MRSC)
What is MRSC Rosters?
Traditionally, local Washington State
municipalities have managed and
funded individual small public works
contractor rosters,
but now MRSC
(Municipal Research
and Services Center of
Washington) has
developed the new
MRSC Rosters, the
statewide shared roster system, to
provide municipalities with a cost
effe.ctive and more efficient way to
search for potential bidders. Also MRSC
Rosters offers contractors a J more
convenient way to market their
services to municipalities statewide.
. ~.', . ~').':
Who can participate?
ARencies
"'~{[:;;\~~m.~o~~~ig~ii~,;~8W~~It~~t: ",'". ,
"li,>\:,,,.Reglstrabon.<,,~.,. ,', .,;,
:'-.1:,:; "
;,""';'",1;,
,,,{:::S::?,:,
":~,:'.'::" :,.' ;,
Consu ltants
. "-:' ,':' ~:.,
',(" d',""" ,'-..-
. . ,.,' '1" '~'h: '" ,',','{ ""'~"-"',' .~ '''.
'::::!!fll
Questions? Contact MRSC Rosters at
206.625.1300 or mrscrosters@mrsc.org
What are the advantages?
. Efficiency in government
· One application process to register
with multiple agencies
· Widespread efficient marketing for
one nominal annual fee
· Shared costs with other agencies
· Reduced individual staffing needs
. Access to a much larger pool of
eligible contractors/ consultants
. Electronic search & notification
How does it work?
1. Eligible Agencies, Contractors, and
Consultants create MRSC Rosters
electronic accounts.
2. MRSC accepts,
processes and
verifies electronic
applications
3. Agencies search for Contractor and
Consultant services by category or
alphabetically.
4. Agencies generate em ail lists of
potential bidders and send RFP's.
AGENCY REGISTRATION INSTRUCTIONS
.:. Fill in the information shown in the attached MRSC Rosters Agency Contract.
.:. Secure necessary approvals and/or signatures.
.:. Make check or online payment based on Agency Fee Structure.
.:. Mail check for annual membership fee with contract:
MRSC Rosters
2601 Fourth Avenue, Suite 800
Seattle, WA 98121-1280
.:. Agency Fee Structure: This fee is based on your agency's total capital
expenditures for the most recent complete fiscal year. Compute your annual
membership fee by:
1. For your most recent complete fiscal year, find (or estimate) total capital
expenditures for your agency, [Note: For cities this is the total of BARS code
lines 594 and 595. Other agencies have similar BARS code lines.]
2. Find your fee in the table above.
MRSC Rosters Agency Fee Structure
Total Capital Expenditures Annual Fee
Per Year ($M)
50+ $750
25 - 50 $500
15 - 25 $400
10-15 $300
5 - 10 $200
less than 5 $100
MRSC Rosters Contract
Page 1 of 4
MRSC Rosters Agency Contract
This contract (the "Contract") is made by and between Municipal Research and Services Center of
Washington ("MRSC"), a Washington not-for-profit corporation, and City of Bremerton (the "Agency").
Agencv Information
Name of Agency
County Location(s)
Mailing Address
City of Bremerton
. Kitsap
City Clerk's Office
345 6tn Street, Suite 600
Bremerton, WA 98337
www.ci.bremerton.wa.us
Agency Website
1. Purpose. The purpose of this Contract is to provide the Agency with membership in a Contractor
Roster - Small Public Works ("Contractor Roster") and a Consultant Roster - Consulting Services
("Consultant Roster" and, collectively, "MRSC Rosters"). MRSC is making membership in the MRSC
Rosters available to a number of local government agencies in Washington State to provide them with
more efficient and cost effective services.
2. Scope of Services.. MRSC shall create and maintain the MRSC Rosters as allowed to the Agency and
other public agency members by RCW 39.04.155 and Chapter 39.80 RCW, respectively. MRSC shall
advertise at least annually for the Small Works Roster in accordance with statutory requirements on
behalf of all Agencies with which MRSC has similarly contracted ("Roster Members"), receive and
review contractor applications for compliance with basic statutory eligibility requirements, and
maintain lists of Contractor Roster contractors. MRSC shall advertise at least annually the Consultant
Roster in accordance with statutory requirements on behalf of all Roster Members, receive and review
firms' applications for completeness, and maintain lists of architects, engineers, and other consultants
on the Consultant Roster.
3. Use of MRSC Rosters bv Agencv. The Agency may use the MRSC Rosters as it determines appropriate
to identify and solicit eligible contractors and consultants. Such use is not mandatory, and no
implication of mandatory use by the Agency is intended by execution of this Contract.
(a) Contractor Roster - Small Public Works. The Agency may use the Contractor Roster to
select contractors for public work projects up to $200,000 in value or as otherwise limited by
statutes, ordinances, and laws applicable to the Agency. The Agency shall be independently
responsible for its bwn and the selected contractors' compliance with all additional or varying
laws and regulations governing purchases, including all selection laws, retainage and bonds,
prevailing wages, and any other appropriate requirements.
The Agency shall be independently responsible, consistent with applicable laws and its own
policies and practices, for the determination that the selected contractors are responsible
contractors. The Agency also shall be independently responsible to conduct a quotation or bid
process consistent with applicable statutes, ordinances, and the requirements of the Agency
and to enter into a contract directly with the contractor thus selected.
(b) Consultant Roster - Consulting Services. The Agency may use the Consultant Roster to
select engineering, architectural, or other consultants for negotiations and contracts, and will
do so in accord with all applicable laws and regulations. The Agency shall be independently
responsible for its own and the selected consultants' compliance with all additional or varying
laws and regulations governing services, including all selection laws, and any other
requirements as appropriate.
MRSC Rosters Contract
Page 2 of 4
The Agency shall be independently responsible, consistent with applicable laws and its own
policies and practices, for the determination that the selected consultants or firms are
responsible. The Agency also shall be independently responsible to conduct a consultant
selection process consistent with applicable statutes, ordinances, and the requirements of the
Agency and to enter into a contract directly with the consultant thus selected.
(c) Access to MRSC Rosters. MRSC shall make the MRSC Rosters and associated applications
and qualifications for each available to the Agency by providing it with a user name and
password for access to MRSC's electronic MRSC Rosters.
4. Compensation of Contractors and Consultants. The Agency shall be independently responsible for
payments to any contractor that is selected as a result of its use of the Contractor Roster and to any
consultant that is selected as a result of its use of the Consultant Roster. The Agency shall make all
such payments directly to the contractor or consultant selected by the Agency.
5. Term. This Contract shall be effective upon its execution by both parties. It shall continue in force
until cancelled by either party upon _ days' notice and as provided in Section 11.
6. Compensation of MRSC. The Agency will pay MRSC an annual membership fee in the amount of
$500.00 based on the below Agency Fee Structure for services under this Contract. This amount will be
paid in full, within 30 days of the execution date of this Contract (and subsequent anniversary dates of
this Contract).
MRSC Rosters Agency Fee Structure
Total Capital
Expenditures Per Year Annual Fee
($M)
50+ $750
25 - 50 $500
15 - 25 $400
10-15 $300
5 - 10 $200
less than 5 $100
Payment to be made by:
x check enclosed
7. Relationship of Parties. MRSC agrees that it will perform the services under this Contract as an
independent contractor and not as an agent, employee, or servant of the Agency. Nothing in this
Contract shall be construed to render the parties partners or joint venturers.
8. Limitation of MRSC Liabilitv. MRSC shall not be, directly or impliedly, a party to (i) any contract for
public works construction into which the Agency may enter as a result of the Agency's use of the
Contractor Roster; or (ii) any contract for engineering, architectural, or other services into which the
Agency may enter as a result of the Agency's use of the Consultant Roster. MRSC does not accept
responsibility or liability for the performance of any contractor or consultant used by the Agency as a
result of its use of the MRSC Rosters.
9. Hold Harmless and Indemnification. Each party shall defend, indemnify, and hold the other party
harmless from any and all claims, injuries, damages, losses, or suits, including attorney fees, arising
from any negligent act or omission that party's officers, employees, volunteers, and agents in
connection with the performance of this Contract.
10. Termination. This Contract may be terminated, with or without cause, by written notice of either
party to the other. Termination shall be effective thirty (30) days after written notice.
MRSC Rosters Contract
Page 3 of 4
11. Non-assignment. MRSC shall not subcontract or assign any of the rights, duties, or obligations
imposed upon it by this\Contract without the prior express written consent of the Agency.
12. Governing Law and Venue. This Contract shall be governed by the laws of the State of
Washington.
13. Authoritv. Each signatory to this Contract represents that he or she has full and sufficient
authority to execute this Contract on behalf of MRSC or the Agency, as the case may be, and that upon
execution of this Contract it shall constitute a binding obligation of MRSC or the Agency, as the case
may be.
14. Severability. Should any clause, phrase, sentence or paragraph of this Contract be declared
invalid or void, the remaining provisions of this Contract shall remain in full force and effect.
15. Complete Agreement. This Contract constitutes the entire understanding of the parties. Any
written or verbal agreements that are not set forth herein or incorporated herein by reference are
expressly excluded.
16. Contacts. For purposes of Contract administration, the Agency designates the following contacts:
Primary Contact: Carol Etgen
Title: City Clerk
Email: CaroI.Etgen@ci.bremerton.wa.us
Telephone: 360-473-5323
Facsimile: 360-473-5200
Alternative Contact: Cherie Henry
Title: Deputy City Clerk
Email: Cherie.Henry@ci.bremerton.wa.us
Telephone: 360-473-5291
Facsimile: 360-473-5200
17. Signatures. By signing this Contract, the signatories below certify that they have the authority to
enter into this Contract, that they agree to payment of fees in accordance with the stated Agency Fee
Structure and that they agree that the Agency shall be bound by and adhere to the Terms and
Conditions stated.
MRSC
AGENCY
[Name]
[Name]
[Title]
[Title]
[Date]
[Date]
MRSC Rosters Contract
Page 4 of 4