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HomeMy WebLinkAbout06/05/2013 AGENDA 5 U jl�//I.IUU \�iV V CITY COUNCIL 345 6u Street, Suite 600, Bremerton, WA 98337 ❑ Phone (360) 473 -5280 JUNE 5, 2013 CITY COUNCIL MEETING AGENDA 1 BRIEFING: 5 00 — 5 30 P M in COUNCIL CONFERENCE ROOM 603 A General Council Business 2 CALL TO ORDER 5 30 P M in FIRST FLOOR CHAMBERS A Pledge of Allegiance B Invocation 3 MAYOR'S REPORT 4 PUBLIC RECOGNITION 5 CONSENT AGENDA A Claims & Check Register B Minutes of Meeting — May 15, 2013 C Minutes of Study Session — May 22, 2013 D Minutes of Special Meeting — May 29, 2013 E Resolution No 3192 approving Phase I of the Bayside Final Plat 6 PUBLIC HEARING(S) A Public Hearing and Resolution No 3193 adopting the 2014 City of Bremerton /Kitsap County Block Grant Notice of Funding Availability (NOFA) and Program Policy Plan 7 GENERAL BUSINESS A Introduction of proposed ordinance creating Chapter 5 06 of the Bremerton Municipal Code (BMC) entitled "Rental Property Registration" (Information only No action will be taken ) B Ordinance No 5216 creating Chapter 10 08 of the Bremerton Municipal Code (BMC) entitled "Impoundment of Vehicles" (for Driving While License Suspended — DWLS) C Ordinance No 5217 amending Ordinance No 5200 relating to the City of Bremerton Fiscal Year 2013 Budget D Schedule 74 Conversion Construction Agreement with Puget Sound Energy (PSE) in conjunction with the "Pacific Avenue (e to 11 Street) Project" j E Award Contract for the "Pacific Avenue (6 to 11 w Street) Project" 8 COUNCIL MEMBER REPORTS 9 EXECUTIVE SESSION — The Council will convene for a 20- minute Executive Session to discuss "Potential and Pending Litigation" per RCW 42 30 110(1)(1), and 'Real Estate Acquisition" per RCW 42 30 110(1)(b) (No action is anticipated ) 10 ADJOURNMENT OF CITY COUNCIL BUSINESS MEETING ® Americans with Disabilities Act (ADA) accommodations provided upon request Those requmng special ' accommodations please contact the City Clerk at (360) 473 -5323 by noon on the day preceding the Meeting BREMERTON CITY COUNCIL MEETING SPEAKERS LIST PLEASE PRINT YOUR NAME BELOW IF YOU PLAN TO COMMENT SO YOUR NAME CAN BE INCLUDED IN THE RECORD e U doh L. a� r- / �S Do, M e REQUESTS FOR INFORMATION MUST BE SUBMITTED IN WRITING TO THE CLERK THANK YOU 1 AGENDA BILL 5o4 CITY OF BREMERTON CITY COUNCIL SUBJECT. Claims & Check Register Study Session Date: COUNCIL MEETING Date: June 5, 2013 Department: Financial Services Presenter. Shannon Conn Phone- 473 -5323 SUMMARY: Approval of the following checks and electronic fund transfers• 1) Check Vs 353627 through 353913 and EFT`s 12849 through 12904 in the amount of $2,172,914.54. 2) Regular Payroll for the pay period ending May 15, 2013 in the amount of $708,207 87. 3) Retiree Payroll for the pay period ending May 31, 2013 in the amount of $55,881.95. ATTACHMENTS: FISCAL IMPACTS (Include Budgeted Amount): STUDY SESSION AGENDA: 0 No Discussion O Full Presentation STUDY SESSION ACTION: 0 Consent Agenda 0 General Business 0 Public Hearing RECOMMENDED MOTION: Move to approve consent agenda as presented. COUNCIL ACTION: dApprove ❑ Deny ❑ Table ❑ Continue ❑ No Acton Form Updated 11/02112 AGENDA BILL CITY OF BREMERTON j e s CITY COUNCIL ■■ a000M00000000EM002w0000E000EEEEaaxEwEEN0EEEEaxa0000000Nav00aNN EMMa00E00w00N0ff00NE0M0ffI SUBJECT. Study Session Date Minutes of Meeting COUNCIL MEETING Date June 5, 2013 May 15, 2013 Department City Council Presenter Greg Wheeler Council President Phone (360) 473 -5280 SUMMARY Attached is the summary of the City Council Meeting ATTACHMENTS Meeting Minutes FISCAL IMPACTS (Include Budgeted Amount) STUDY SESSION AGENDA 0 No Presentation ❑ Full Presentation STUDY SESSION ACTION 0 Consent Agenda ❑ General Business ❑ Public Hearing RECOMMENDED MOTION- Move to approve the Consent Agenda as presented COUNCIL ACTION ❑ Approve ❑ Deny ❑ Table ❑ Continue ❑ No Action Form Updated 01/25/13 DIGITAL RECORDING CITY COUNCIL MEETING MINUTES Wednesday, May 15, 2013 The weekly meeting of the City Council of the City of Bremerton was called to order Wednesday, May 15, 2013, at 5 00 PM in the Council Conference Room 603 of the NORM DICKS GOVERNMENT CENTER, 345 6" Street, Bremerton, Washington, with Council President Greg Wheeler presiding Council Members present were Nick Wofford, Eric Younger, Carol Arends, Faye Flemister, Wendy Priest, Adam Brockus, and Jim McDonald Council Member Leslie Daugs was absent Also present were City Attorney Roger Lubovich, City Clerk Shannon Corin, Legislative Assistant Lori Smith, and Information Services Manager Kevin Matthew A COUNCIL BRIEFING was held to discuss General Council Business at 5 00 PM in the Council Conference Room At 5 30 PM the meeting moved to the Meeting Chambers The Pledge of Allegiance was led by Council Member Jim McDonald followed by the invocation provided by Chaplain Bill Martin of Abundant Life Foursquare Church Police Chief Steve Strachan introduced new Police Officers Beau Avers Joe Corey and Christopher Faidley followed by the "Oath of Office Swearing-in Ceremony" led by Municipal Court Judge James Docter Police Chief Strachan provided a monthly briefing on the Bremerton Police Department, and also displayed the Bremerton Police Department link from the City's website that provided citizens with information on how to report concerns anonymously MAYOR'S REPORT — Mayor Patty Lent • Proclaimed May 18, 2013 as "National Kids to Parks Day ", • Proclaimed May 27, 2013 as "Memorial Day Observance ", • Recognized Stanley Westerback for constructing and installing an Information Kiosk at Evergreen Rotary Park as part of his Eagle Scout community project requirement, • Presented the plaque received by the City in honor of being recognized for fulfilling the Mayor's Conservation Pledge towards Water Conservation, • Recognized WSU Master Gardner Robbin Small for his efforts as Blueberry Park Pea Patch Community Garden Coordinator from 2009 through 2012, • Invited the public to the "Bremerton EMS Community Safety Event" to be held on Sunday, May 19 from 10 00 AM to 2 00 PM at Fire Station No 1 at 911 Park Avenue, • Encouraged everyone to loin in the activities scheduled as part of the Armed Forces Festival this weekend and the Kitsap Harbor Festival the following weekend, and • Provided an update on the Louis Mentor Boardwalk and Bremerton Marina PUBLIC RECOGNITION Mike Walton Director of Community Marketing from Kitsap Family YMCA, provided a briefing on the activities and classes available at the "Y" for the Month of May Robert Parker asked the City to pay more attention to the quality of materials used for local construction projects because of flaws he has already noticed in recently completed projects Jerry McDonald would like to see Bremerton loin "Seattle Wide Reach" due to their many connections across the world, and discussed his latest concierge tour scheduled Thursday CONSENT AGENDA 7A— Claims & Check Register Check Numbers 353403 through 353626 and EFT -12810 City Council Reg Mtg Minutes Wednesday, May 15, 2013 Page 2 of 3 through EFT- 12848 in the amount of $1,920,106 81, and Regular Payroll for the pay period ending April 30, 2013 in the amount of $698,179 54 713— Minutes of Meeting — May 1, 2013 7C — Minutes of Study Session — May 8, 2013 7D— Renewal of Pollution Liability Insurance with Illinois Union Insurance Company through 2016 7E — Renewal of Service Contract with Bank of America for Banking Services 7F— Extension of Interlocal Agreement with Kitsap County Administration Services for Court Security Services 7G — Contract Award to JCI Jones Chemicals, Inc for the purchase of 12 5% Bulk Sodium Hypochlonte Solution for the Westside Wastewater Treatment Plant 7H— Contract Award to Stripe Rite, Inc for Installation of Hot - Applied Street Traffic Markings 71— Professional Services Agreement with Parametrix, Inc for Consultant Services for the Washington Avenue Sewer Improvement Project Colleen Smidt was very excited to see the contract for new crosswalk markings, and thanked Public Works Director Chal Martin for all of his work with this issue Robert Parker was also pleased to see this contract, and also appreciated the work of Chal Martin 06 11:09 Motion was made by Flemister, and seconded by Arends Comments on the Motion were provided by Flemister, Brockus, and McDonald 06:13:15 M /S /C (Flemister / Arends) Move to approve the CONSENT AGENDA as presented Voted in favor of Motion Brockus, Priest, Flemister, Arends, Younger, Wofford, Wheeler Abstained McDonald Motion carried 7 -Yes, 1- Abstention GENERAL BUSINESS — There were no General Business items COUNCIL MEMBER REPORTS Nick Wofford was pleased to see the 3 new Police Officers sworn in tonight, and suggested that the public give a friendly wave and a smile to Police Officers anytime the meet them out an about, and hoped people, including teenagers, would consider volunteer positions throughout the City Carol Arends announced that the final Forest Ridge Park Stewardship Day would be this Saturday from 9 00 AM to Noon, and volunteers for general clean up of the park were welcome Faye Flemister was pleased to see the Cinco de Mayo event on Callow Avenue was well attended, and thanked Parks Director Wyn Birkenthal for providing the beautiful flower baskets Wendy Priest hoped to see everyone at the Armed Forces Day Parade on Saturday morning Adam Brockus mentioned the Public Meeting regarding the Pacific Avenue (from 6 to 11` Street) Project was changed from May 23 to June 15, a Public Meeting regarding the status of a proposal to remove trees on 4th Street will be held on May 30 from 5 00 to 7 00 PM in the Mayor's Conference Room, was pleased that the sequestration and related furloughs will not be having the City Council Reg Mtg Minutes Wednesday, May 15, 2013 Page 3 of 3 widespread impact on the shipyard employees after all, and encouraged the community to come downtown for the Armed Forces Parade Greg Wheeler also thanked Chal Martin and all of the citizens for their involvement with the work on the crosswalks project, thanked Police Sergeant Plumb and Community Resource Officer Sexton for talking with a group of Union Hill residents at their last Neighborhood Meeting, and too encouraged the public to attend the Armed Forces Day Parade and all other related activities With no further business, President Wheeler adjourned the Council Meeting at 6 22 PM Prepared and Submitted by LORI SMITH Legislative Assistant Attest SHANNON CORK City Clerk GREG WHEELER, City Council President GW SC Is cg AGENDA BILL CITY OF BREMERTON CITY COUNCIL ■■ aa aaaaaaaaaeaaaaaaa■■ aaaasaaaaaaaaaaaaaaaa0 0 0 0 0 0 0 0 a0 0 aaaa0 0 a0 aa0 8 0 0 0 0 a0 a2 0 a0 0 0 0 aa0 a0 01 SUBJECT: Study Session Date Minutes of Study Session COUNCIL MEETING Date June 5, 2013 May 22, 2013 Department City Council Presenter Greg Wheeler Council President Phone (360) 473 -5280 SUMMARY: Attached is the summary of the City Council Meeting ATTACHMENTS Meeting Minutes FISCAL IMPACTS (Include Budgeted Amount) STUDY SESSION AGENDA px No Presentation ❑ Full Presentation STUDY SESSION ACTION: xp Consent Agenda ❑ General Business ❑ Public Hearing RECOMMENDED MOTION: Move to approve the Consent Agenda as presented COUNCIL ACTION. ❑ Approve ❑ Deny ❑ Table ❑ Continue ❑ No Action Form Updated 01/25/13 DIGITAL RECORDING CITY COUNCIL STUDY SESSION MINUTES Wednesday, May 22, 2013 A Study Session of the City Council of the City of Bremerton was called to order in the Council Conference Room of the NORM DICKS GOVERNMENT CENTER, 345 6 th Street, Bremerton, Washington, Wednesday, May 22, 2013, at 5 00 PM, with Council President Greg Wheeler presiding Council Members present were Nick Wofford, Carol Arends, Faye Flemister, Wendy Priest, Leslie Daugs, and Jim McDonald [left at approx 6 00 PM due to a family emergency] Council Members Adam Brockus and Eric Younger were absent Lori Smith, Legislative Assistant, was present to provide staff support President Wheeler emphasized that the Study Session was open to the public but there would be no opportunities for input or participation, and announced that approved items by Council will be placed on a future Council Meeting Agenda as indicated A NO PRESENTATION PLANNED — The following items are budgeted items or have already been reviewed by the appropriate Council Committee, therefore there was no staff presentation 1 Resolution approving Phase I of Bayside Final Plat Consent Agenda June 5 2 Schedule 74 Conversion Construction Agreement with Puget Sound Energy (PSE) in conjunction with the "Pacific Avenue (6 to 11 th Street) Project' General Business June 5 B BRIEFINGS & FULL PRESENTATION ITEMS 3 Update on the "Pacific Avenue (6 to 11 th Street) Project" Genera/ Business June 5 4 Ordinance creating Chapter 10 08 of the Bremerton Municipal Code (BMC) entitled "Impoundment of Vehicles" (for Driving While License Suspended — DWLS) General Business June 5 5 Briefing on proposed public hearing and resolution adopting the 2014 Bremerton /Kitsap County Block Grant Notice of Funding Availability (NOFA) and Program Policy Plan Public Hearing June 5 6 Briefing on ordinance repealing the 2005 Water System Plan, Resolution adopting the City of Bremerton 2012 Water System Plan Update, and Resolution establishing Water Efficiency Goals for the City of Bremerton Water Utility Information only— Action proposed June 19 7 Update on Building Codes regarding the Adoption of the Washington State Building Code WAC 51 — 2012 Editions of International Building Codes and Uniform Plumbing Code, and Ordinance amending Bremerton Municipal Code (BMC) Chapter 17 04 Information Only — Action proposed June 19 8 Continued briefing on proposed changes to International Fire Code Information Only — Action proposed June 19 9 Ordinance adopting 2013 Mid -Year Budget Amendments General Business June 5 C GENERAL COUNCIL BUSINESS As Chair of the Public Safety and Parks Committee, Leslie Daugs provided a briefing on their last meeting, and other General Council Business was discussed i City Council Study Session Minutes Wednesday, May 22, 2013 Page 2 of 2 With no further business, President Wheeler adjourned the Council Study Session at 8 30 PM Prepared and Submitted by LORI SMITH Legislative Assistant Attest SHANNON CORIN, City Clerk GREG WHEELER, City Council President GW SC Is cg 1 i I i i AGENDA BILL CITY OF BREMERTON CITY COUNCIL ■■ eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee SUBJECT- Study Session Date Minutes of Special Meeting COUNCIL MEETING Date June 5, 2013 May 29, 2013 Department City Council Presenter Greg Wheeler Council President Phone (360) 473 -5280 SUMMARY: Attached is the summary of the City Council Meeting ATTACHMENTS: Meeting Minutes FISCAL IMPACTS (Include Budgeted Amount) STUDY SESSION AGENDA ❑x No Presentation ❑ Full Presentation STUDY SESSION ACTION Nx Consent Agenda ❑ General Business ❑ Public Hearing RECOMMENDED MOTION: Move to approve the Consent Agenda as presented COUNCIL ACTION: ❑ Approve ❑ Deny ❑ Table ❑ Continue ❑ No Action Form Updated 01/25/13 DIGITAL RECORDING CITY COUNCIL SPECIAL MEETING MINUTES Wednesday, May 29, 2013 A Special Meeting of the City Council of the City of Bremerton was called to order in the Council Conference Room of the NORM DICKS GOVERNMENT CENTER, 345 6th Street, Bremerton, Washington, Wednesday, May 29, 2013, at 500 PM, with Council President Greg Wheeler presiding Council Members present were Eric Younger, Carol Arends, Faye Flemister, Wendy Priest, Leslie Daugs, and Jim McDonald Council Members Adam Brockus and Nick Wofford were absent Lori Smith, Legislative Assistant, was present to provide staff support President Wheeler emphasized that the Special Meeting was open to the public but there would be no opportunities for input or participation and no action was anticipated The purpose of the meeting was to continue discussion of the following items and 2014 City Council Goals 1 Proposed ordinance creating new Chapter 5 06 of the Bremerton Municipal Code entitled "Rental Property Registration" Item to be introduced at Council Meeting June 5 2 Discussion on Public Works items including crosswalk and sidewalk priorities, set - asides for grant match, creating a contingency fund for small street projects, funding road maintenance & paving overlays, and other related topics Tentative items for 2014 City Council Goals 3 Proposed amendments to the Bremerton City Charter including renaming Section 18 from "City Auditor" to "Performance and Efficiency Audits", correcting language for Council Members being reduced from 9 to 7, establishing a time lima for filling a vacancy in the Office of the Mayor, eliminating full -time requirement for the Mayor, creating an option to hold Special Meetings outside of Bremerton City limas, and several other proposed amendments to the Bremerton City Charter Items for continued discussion June 12 4 Other related business items, including a proposed Contingency Fund to be used for small neighborhood safety items at Council discretion were discussed Tentative items 2014 City Council Goals With no further business, President Wheeler adjourned the Council Special Meeting at 8 10 PM Prepared and Submitted by LORI SMITH Legislative Assistant Attest SHANNON CORK City Clerk GREG WHEELER, City Council President GW SC Is cg AGENDA BILL 5E CITY OF BREMERTON CITY COUNCIL ■■ �����������������������������������s������0M00000M000NnWa0 e00M0Ms00N000W0000E00aN0E001 SUBJECT Resolution No 3192 Study Session Date May 22, 2013 approving Phase I of the Bayside Final Plat COUNCIL MEETING Date June 5, 2013 Department DCD Presenter Nicole Floyd Phone 360 473 5279 SUMMARY The action before City Council is to approve Phase I of the Bayside Final Plat located off of Anderson Hill Road Preliminary Plat was granted by the Administrative Hearings Examiner in January of 2007 for the subdivision of 56 acres into 294 lots, associated open space tracts, and Right -of -Way This proposal will grant final approval for 124 lots associated open space tracts, and Right -of -Way The applicant has met all the conditions of the Preliminary Plat Approval and therefore the City Engineer and Community Development Director recommend Final Plat Approval ATTACHMENTS. (1) Proposed Resolution granting Final Plat approval with Exhibit A (map of proposed plat) FISCAL IMPACTS (Include Budgeted Amount) STUDY SESSION AGENDA px No Presentation ❑ Full Presentation STUDY SESSION ACTION* N Consent Agenda ❑ General Business ❑ Public Hearing RECOMMENDED MOTION Move to adopt Resolution No 3192 approving Phase I of the Bayside Final Plat and authorizing the City Council President to sign the Mylar COUNCIL ACTION- ❑ Approve ❑ Deny ❑ Table ❑ Continue ❑ No Action Form Updated 01/25/13 RESOLUTION NO. 311t?- A RESOLUTION of the City Council of the City of Bremerton, Washington, approving Phase I of the Bayside Final Plat (File No. BP 13- 00015) WHEREAS, On January 31, 2007 the Administrative Hearings Examiner granted Preliminary Plat approval after holding an open record public hearing to divide 56 acres into 294 housing units, and WHEREAS, Phase I of the East Park Final Plat includes 124 lots with associated open space tracts, and Rights of Way, and WHEREAS, all applicable conditions set forth in the Preliminary Plat approval have been met and Final Plat approval is requested, WHEREAS, the City Engineer and DCD Director recommend approval of Phase I of the Bayside Final Plat, NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF BREMERTON, WASHINGTON, DOES HEREBY RESOLVE AS FOLLOWS SECTION 1. Phase I of Bayside Final Plat as represented by the schematic drawing in Exhibit A is hereby approved SECTION 2. The City Council President is hereby authorized to sign the Mylar. SECTION 3. Severability If any one or more sections, subsections, or sentence 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 4. Effective Date This Resolution shall take effect and be in force immediately upon its passage. PASSED by the City Council of the City of Bremerton, Washington this day of 9 2013. 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PACE alm WIQOA n 9M Ana FED IMIM MINN WWW AA9T MW IRA MU MOM 37W*& EAST JNn MM RIM SCUM seBra' LatT lrnm FER RRI/M sww omw ow L=48 Fw m M run M MMBRAL 3 Sumer amOm ~ ALV?Cn Fu' AM inax HA 6 T 0 G Am P v - 01 - l PLAT M M ROM AT OCCQAIM NO= CrA= A FKMROR 6NOP1ALR0 AIIQ DlmvQrotm YaY KIIIMS U9a A IOM 110L SLVID lOTia UK= AMIIDB'S FE W. mMO IMIM iNDiLMRTM WAY Q W D 8x11011 6YIKY IRIKAaOIT R BMS M CaYMNA WA OBBOB ALMR O INS 7nM1[r OEim T �rAWAWi a PUr M M AIM AT YcCAaWL EDMS ARBM I mCWMD TQL iB09Ii 1600 FNf. iB0 i61.01W CL9 CAIiAelD M OC Ai1.II00 LDOO/ AIOIIMS FU ML AMOO2PMS3 12 -020 AGENDA BILL CITY OF BREMERTON CITY COUNCIL ■■ e�����������������������������������������00WaEa0000000EE000EEX000E0EMEN0000ffE00E00001 SUBJECT Public Hearing and Resolution Study Session Date May 22, 2013 No 3193 adopting the 2014 COUNCIL MEETING Date June 5, 2013 Bremerton /Kitsap County Block Grant Notice Department DCD -Block Grant of Funding Availability and Program Policy Presenter Marie Vila Plan Phone 360- 473 -5375 SUMMARY The CDBG /HOME Policy Plan is a point document of the City and County Block Grant Programs It sets parameters for the management of our HUD entitlement grant awards, provides specific information about the policies and regulations for the use of HUD Block Grant funds, includes the Citizen Participation Plan, and outlines the allocation process Please see the attached Staff Memo for the proposed changes to the 2014 Policy Plan ATTACHMENTS: 1 Staff Memo 2 Resolution - Exhibit A — City of Bremerton /Kitsap County 2014 CDBG /Home Policy Plan (Copy of Exhibit A available in the City Clerk's Office) 3 2014 Coordinated Grant Notice of Funding Availability FISCAL IMPACTS (Include Budgeted Amount) NONE STUDY SESSION AGENDA ❑ No Presentation 0 Full Presentation STUDY SESSION ACTION- ❑ Consent Agenda ❑ General Business 0 Public Hearing RECOMMENDED MOTION: Move to adopt Resolution No 3193 adopting the 2014 City of Bremerton / Kitsap County CDBG /HOME Notice of Funding Availability and Policy Plan COUNCIL ACTION: ❑ Approve ❑ Deny ❑ Table ❑ Continue ❑ No Action Form Updated 01/25/13 3 a DEPARTMENT OF COMMUNITY DEVELOPMENT F MEMORANDUM w� � , f ` To: City Council From: Marie Vila, CDBG /HOME Administrator Date: May 15, 2013 Re: City of Bremerton Block Grant Program 2014 Policy Plan and NOFA The City will again conduct a Coordinated Grant Application process in cooperation with Kitsap County Block Grant and KRCC Homeless and Affordable Housing Grant programs 2014 will be our second year utilizing a 3` party vendor, Review Room, to develop and host an online application The online application has proven to be a great tool for streamlining, timesaving, and conservation of resources, especially in the 2 nd year The 2014 Notice of Funding Availability for the Coordinated Grant Application provides information about the funds available, funding schedule, review and rating process, how to submit an application and where to obtain assistance The 2014 CDBG / HOME Policy Plan is a point document of the City and County Block Grant Programs It sets parameters for the management of our HUD entitlement grant awards, provides specific information about the policies and regulations for the use of HUD Block Grant funds, includes the Citizen Participation Plan, and outlines the allocation process Each year the Policy Plan is reviewed and presented to Council for changes, if necessary The following are changes proposed in the 2014 Policy Plan 1 Set -aside of funds for Down - Payment Assistance Programs Staff recommends setting aside $30,000 in HOME funds and $20,000 in CDBG funds to reactivate the House -Key Bremerton program, which offers down - payment assistance to 1" time income - qualified homebuyers including a match of 25% of the down payment loan from the Washington State Housing Finance Commission The Commission is ready to reactivate the program, following the program guidelines previously authorized by Council April 2, 2008 Besides making a valuable resource available to Bremerton residents, the DPA loan programs provide the City with a future revenue stream in the form of interest and loan payoffs This income will help buffer the effects of unpredictable program funding A 30 -day public comment period, commencing April 19, 2013, was advertised in the Kitsap Sun All comments received from the public by May 20, 2013, will be provided to City Council for consideration The Draft 2014 CDBG / HOME Policy Plan and NOFA will be presented to City Council for adoption in a public hearing scheduled for June 5, 2013 If you have any questions about the program or recommended funding, please do not hesitate to contact me at 473 -5375. 1 RESOLUTION NO. 31 3 A RESOLUTION of the City Council of the City of Bremerton, Washington, adopting the 2014 CDBG/HOME Policy Plan and NOFA WHEREAS, the City of Bremerton is an entitlement community which receives a Community Development Block Grant (CDBG) each year from the Department of Housing and Urban Development, and also receives funding from HUD's Home Investment Partnerships (HOME) fund via an inter -local agreement with Kitsap County, and WHEREAS, the Department of Community Development CDBG/HOME staff recommends setting aside funds annually for the House Key Bremerton Down - Payment Assistance Program, beginning in 2014 with $20,000 CDBG funds and $30,000 HOME funds, and WHEREAS, the Department of Community Development CDBG/HOME staff advertised in the Kitsap SUN and posted on the City's website on Friday, April 19, 2013 a 30- day written public comment period commencing April 19, 2013, ending May 20, 2013 and open for public comment in a public hearing on Wednesday, June S, 2013, 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 SECTION 1. The recitals and findings of fact set forth in this resolution are hereby incorporated as if fully set forth herein SECTION 2. The 2014 CDBG/HOME Policy Plan attached hereto as Exhibit A is hereby adopted SECTION 3. Severabclyy If any one 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 4. Effective Date This Resolution shall take effect and be in force immediately upon its passage 1 2014 CDBG /HOME Policy Plan PASSED by the City Council of the City of Bremerton, Washington this day of , 2013 Greg Wheeler, Council President APPROVED AS TO FORM ATTEST ROGER A LUBOVICH, City Attorney SHANNON CORIN, City Clerk R \Legal\Legal\Resolutions \Community Development\2014 CDBG HOME Policy Plan doc 2 2014 CDBG /HOME Policy Plan City of Bremerton and Kitsap County Community Development Block Grant " —, � ®g k2 U ! 2014 CDBG /HOME POLICY PLAN 1= CDBG /HOME POLICY PLAN Con ants Community Development Block Grant Program ....... ..............................1 CDBGFunding ..................................................... ..............................1 HOMEFunding ..................................................... ..............................3 AllocationProcess ................................................ ..............................4 Policies & Regulations for Use of Funds ............................. ..............................6 CitizenParticipation Plan ......................................... .............................14 ConsolidatedPlan ................................................. .............................14 Appendix A — Citizen Participation Plan Appendix B — Requirements for Section 108 Loan Guarantee Appendix C — Consolidated Plan Objectives & Strategies Appendix D — CDBG National Objectives S Eligibility Requirements Appendix E — HOME Eligibility Requirements & Program Rules Appendix F — Anti-Displacement & Relocation Assistance Plan Appendix G — Glossary CDBG /HOME Policy Plan 1 2014 COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM WHAT IB THE COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM? The Community Development Block Grant Program is a source of funds used in the local community to provide decent housing, suitable living environments and economic opportunities primarily for low and moderate income households. The City of Bremerton is designated as an Entitlement Community by the Department of Housing and Urban Development (HUD) and receives federal funds in the form of Community Development Block Grant (CDBG). Kitsap County, with the cities of Port Orchard, Poulsbo and Bainbridge Island, is also designated as an Entitlement Community and receives a separate allocation of CDBG funds. Kitsap County and the City of Bremerton together form a consortium and receive an allocation of HOME Investment Partnership Program (HOME) funds. Through an interlocal agreement between the County and the City, 44.4% of the annual allocation of HOME funds is designated for the City and the remaining designated for the County. CDBG and HOME funds are allocated annually through a competitive grant process. Projects funded are included in the annual Action Plan submitted to HUD. Projects funded must address needs identified in the Consolidated Plan, which is updated every five years. 1= CDBG FUNDS WHAT ARE CDBG FUNDS? The Community Development Block Grant (CDBG) program is a flexible program that provides communities with funding to address a wide range of unique community development needs. The program is authorized by Title I of the Community Development Act of 1974. Funds are used to assist in the development of decent housing, create suitable living environments, and expand economic opportunities primarily for persons of low and moderate income. Al projects funded with CDBG must meet one of the three national objectives: 1. Principally benefit low and very low income households; 2. Reduce or prevent slum and blight; or, 3. Meet an urgent need (emergency or natural disaster) WHO IS AN ELIGIBLE APPLICANTIRECIPIENT? Eligible applicenUrecpients.include: • City or County governments • Public and private nonprofit organizations (501(c)3) • Section 301(d) small business investment companies • Local development corporations • Private for -profit organizations may implement certain economic development and mirroenterprise activities. • Faith based organizations • Additionally, applicants must. 1 CDBG /HOME Policy Plan 1 201 4 • Demonstrate an active governing body or board of directors with skills and experience to provide leadership and direction to the agency. • Demonstrate the legal, financial, and programmatic ability to administer the proposed program/project; and, • Meet the County /City requirements for contracting agencies such as insurance requirements, audit and financial requirements. WHAT ARE ELIGIBLE ACTIVITIES? Eligible activities are defined in the CDBG program regulations at 24 CFR 570.201 and 570.207. 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 • 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 cant' 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 are generally not a igible 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 (except for the removal of architectural barriers) • Income payments such as payments to individuals or families for food, clothing, or rent, except in certain circumstances • Political activities • Vehicles and Equipment Note. The above lists are not comprehensive. For a complete list of eligible or ineligible activnties refer to CDBG regulations in 24 CFR 570.201 and 570.207 Appendix D provides additional information designed to assist you in defining the eligibility and national objective that your activity meets and the type of information you will need to provide in your application. 2 CDBG /HOME Policy Pl 1 201-4 WHAT IS THE SECTION 108 LOAN GUARANTEE? The Section 108 Loan Guarantee Programs for the City of Bremerton and Kitsap County have been deactivated due to budget and funding cuts Section 108 is a loan guarantee provision of the CDBG program. Section 108 provides communities with a means of leveraging their CDBG funds to obtain additional financing resources for economic development, public facilities, large -scale physical development projects and housing rehabilitation. Local governments borrowing funds guaranteed by Section 108 must pledge their current and future CDBG allocation to cover the loan amount as security for the loan. The decision to award a Section 108 loan to a particular project is made by HUD. Section 108 Loan Guarantee 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 are defined in the CDBG program regulations at 24 CFR 570.201 and 570.207. 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. I=- HOME FUNDS WHAT ARE HOME FUNDS? The HOME Program was created by the National Affordable Housing Act of 1990 (NAHA). The Housing and Community Development Act of 1992 and the Multifamily Property Disposibon Act of 1994 made important changes to the Program. The intent of the HOME Program is to: • Expand the supply of decent, safe, sanitary, and affordable housing; • Strengthen the abilities of state and local governments to provide housing; • Expand the capacity of nonprofit community based housing development organizations; and, • Leverage private sector participation in financing affordable housing. Beneficiaries of HOME funds — homebuyers, homeowners or tenants — must have incomes below 80% of the area median income. The HOME program also requires a match of 25% or greater in other non-federal funds for projects. For more information on specific requirements of the HOME program see Appendix E. WHAT ARE ELIGIBLE ACTIVITIES? The Eligible activities are defined in the HOME program regulations at 24 CFR 92205. A list of some of the activities follows: 3 CDBG /HOME Policy Plan 1201 • Rehabilitation of residential property where property is fully repaired • New construction of residential property • Acquisition of residential property • Rental assistance payments to tenants • Relocation associated with an eligible HOME project • A small part (up to 5%) of the annual HOME allocation may be used to help pay the operating expenses of designated Community Housing Development Organizations (CHDOs) within the guidelines established by HUD The following activities are generally not glialbbe for HOME funding: • Project reserve accounts, except for the initial 18 months of a HOME assisted new construction project • Emergency home repair programs • Public housing units • Commercial properties • Shelters, unless they meet Section 8 Housing Quality Standards and otherwise can be considered rental housing • Project based tenant assistance Note. The above lists are not comprehensive. For a complete list of eligible or ineligible activities refer to HOME regulations in 24 CFR 92.205 ALLOCATION PROCESS HOW ARE FUNDS ALLOCATED? The City of Bremerton and Kitsap County, In conjunction with the Affordable Housing Grant Program and Homeless Housing Grant Program, conduct a competitive funding application process. A single application is made available in May of each year and a public process is used to determine funding allocations. This process is detailed in the Citizen Participation Plan (Appendix A). 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 in November of each year. HOW MUCH MONEY IS AVAILABLE? The amount of CDBG and HOME funds available for the annual application cycle is determined b the amount appropriated in the federal budget and HUD's formula allocation for that ear. Y d9 Y The City and County estimate funds available based on prior year's allocations and includes the estimates in the Notice of Funding Availability (NOFA) for the year. Applicants should request a minimum of $10,000 per application. Grant awards will typically not be awarded for less than $10,000 except at the discretion of the Grant Recommendation Committee. The amount of funds available for Section 108 Loans is five times the current CDBG allocation, less any outstanding loans. The amount is included in the NOFA separately for the County and City. Please note, at this time the City of Bremerton and Kbap County Section 108 Loan Guarantee Programs are inactive due to funding cuts. 4 CDBG /HOME Policy Plan 1 2014 FORMS OF ASSISTANCE Kitsaa County: Funds will be provided in the form of a grant except HOME projects obtaining tax credits may be provided a loan. Loan terms will be negotiable and be determined at the time of underwriting review. City of Bremerton Funds will be provided in the form of a grant except awards of $200,000 or more of CDBG and/or HOME (cumulative and including awards from multiple years) for a single project site will trigger a loan for the following types of activities: • Acquisition of land and/or buildings • Rehabilitation • New construction • Direct homeowner assistance Loan term will be for a maximum of 40 years. All loans will be interest bearing at 3% annual interest rate and Anil not be forgivable. Other loan terms will be evaluated on a probed by project basis during the subsidy layering review and included in the written agreement and loan documents. WHAT IS THE DISTRIBUTION OF CDBG AND HOME FUNDS? The CDBG and HOME programs allow certain set- asides to further specific program goals. The City and County set additional funding targets to help meet local objectives. The following is the distribution for Kitsap County and the City of Bremerton (local targets in italic): CDBG • Public Service Projects -15% max • Planning & Administration — 20% max o Planning applications not accepted due to InsufBdent funding • Capital Projects — 65% • Econcn= Development —10% of capital • Cdy of Bremerton Down Payment Assistance set aside - $20,000 HOME • Administration -10% max • Community Housing Development Organization (CHDO) Set-Aside— 15% min • Capital Projects- 75% • City of Bremerbn Down Payment Assistance setaside - $20,000 • City of Bremmion HOME funded homeownership projects are capped at $30,000 per unit HOW CAN MY ORGANIZATION APPLY? The annual application cycle begins in April with the publication of the Notice of Funding Availability and Policy Plan and commencement of a 30 day public comment period. At the end of the comment period, upon approval of the Policy Plan by the Kitsap Regional Coordinating Council (KRCC) <and Bremerton City Council, the application is made available online. Interested organizations can find the application and all associated information on the County web site at http / /www kitsapgov com /hr /block grant program/block grant program htm , under Annual Application Process, or on the City web site at http / /www a bremerton wa us /display php ?id =864 The schedule for the annual application 5 i CDBG /HOME Policy Plan 12M cycle, including the due date for applications, is available on the web site. Interested organizations may also contact Block Grant staff to request to be placed on the City /County interested parties list to receive automatic notices about these programs. WHEN WILL FUNDS BE AVAILABLE? Funds for the programs' January 1— December 31 program year are generally not available until spring or early summer of the program year. Timing is dependent on federal budget approval —which is often delayed —and how quickly HUD is then able to allocate funds to local jurisdictions. The County and City will not execute contracts with subrecipients until we have a contrail from HUD. Once subrecipient contrails are executed CDBG and HOME funds can only be disbursed on a reimbursement basis. POLICIES & REGULATIONS FOR USE OF FUNDS 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 familiarize yourself with the requirements. A Guidebook for recipients of CDBG and HOME funds can be found on the Kitsap County Block Grant Program web site at: http / /www kitsapgov com/hr /block grant program /block grant program htm You may also contact the County or City Block Grant Staff for additional assistance. A. GENERAL REQUIREMENTS 1. 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 Agencies that are currently receiving County or City CDBG or HOME funds, who are applying for funds, must be in compliance with all terms of their current agreement(s) and must not have outstanding audit findings, monitoring findings or concerns related to prior year's funding. 2. Contract Retainage for Federal Compliance City /County will withhold up to 20% of the award amount included in the written subrecipient agreement until all federal compliance requirements are met. All construction contracts between a subrecipient (le: your agency) and contractor shall have 10% of payment retained until fulfillment of federal compliance is documented. 3. Definition of Income Most CDBG and HOME funded projects use income to determine who is eligible for services or housing. Per HUD, income must be defined in one of two ways under the CDBG and HOME programs; subrecipienth must select one method which it will use for the duration of each program/project (rental housing projects must use the Part 5 definition): 6 CDBG /HOME'Policy Plan 1 2 014 Annual income as defined in 24 CFR 5.609, referred to as °Part 5 annual income", or, Adjusted gross income as defined for reporting purposes under the IRS Form 1040 long form (not IRS Forms 1040A or 1040EZ). For more information on determining income see the Technical Guide for Determining Income and Allowances for the HOME program. This guide and can be downloaded from: http //archives hud Qov /offices/ cad /affordablehousing /modelquides /1780 Pdf 4. Project/Activity Delivery Costs Block Grant staff costs directly related to carrying out a funded activity may be charged to the subrecipient grant award, reducing the amount available to the subreclpient. Project/Activity delivery costs will be charged back to capital projects only, for staff duties including but not limited to carrying out NEPA compliant environmental review, fulfilling Davis Bacon Certified Payroll review and enforcement, underwriting loans and housing inspections. For example, an agency is awarded $50,000 for a capital project, block grant retains $2,500 for completing the NEPA review, and the subreclpient agreement is written for $47,500. Staff reports the full award of $50,000 to HUD in the annual Action Plan. 5. Commitment and Timely Expenditure of Funds In order to meet regulatory requirements the City and County have established the followmng policies for CDBG and HOME funded projects: a. COMMITMENT: Organizations awarded CDBG or HOME funds must enter into a written agreement with the County/City during the award year (i.e. Funds awarded for 2014 must have an agreement executed by Dec. 31, 2014). In certain circumstances a conditional commitment of funds may be made for Capital projects that do not have all project funds committed at the time of recommendation. If after 18 months of conditional commitment (from the beginning of the program year, January 1) all funds have been committed, the subrecipient %inll enter into a formal written agreement with the Block Grant Program. if all project funding has not been secured within the 18 months the conditional commitment will be canceled and the funds will be allocated in the next funding round. b. TIMELY EXPENDITURE OF FUNDS: CDBG Public Service funding must be fully spent by December 31st of the award year. Protects using HOME funds to acquire vacant land must be under constriction within 12 months of the commitment date. ➢ Organizations must begin drawing funds within one year of the contract execution date (date the contract was signed by County /City Mayor) and at least annually thereafter. 7 I CDBG /HOME Policy Plan 1 2014 c. DEOBLIGATION OF FUNDS: ➢ Organizations unable to meet these requirements will lose their funding: funds will be allocated to another eligible project. 6. On -going Restrictions for CDBG & HOME Funded Capital Projects HUD requires that facilities acquired, constructed or improved with CDBG and/or HOME funds be "publicly owned" and that the public interest be protected. The interest will be secured, when appropriate, through a lien on the property recorded as a deed of trust, explaining the sale and change of use provisions that accompany CDBG/HOME assisted real property. The specific terms and conditions of the public interest security agreements will vary depending on the type of project assisted. B. HOME FUNDING - SPECIFIC REQUIREMENTS 1. HOME Project Completion Recipients of HOME funds will have 4 years from the commitment date (contract date) to complete projects. Project completion means that all construction work and title transfer (if applicable) is completed and the final draw of HOME funds has been disbursed. For projects that are not completed within 4 years, termination of the project and repayment of HOME funds is required. 2. Affordability Period restrictions for HOME funded projects To ensure that HOME investments yield affordable housing over the long term, HOME imposes rent and occupancy requirements over the length of an affordability period. The length of the affordability period depends on the amount of the HOME funds in the property and nature of the activity funded. Afbrdability periods range from 5 to 20 years and follow the guidelines in the chart below. Minimum Activity Dollar Threshold" Affordability Period Homebuyer activity for Less than $15,000 1und 5 Years acquisition, rehabilitation and $15,000 • $40,000/unit 10 Years new construction of homes Greater than $40,000 /unit 15 Years Rehabilitation or Acquisition of toss than $15,000/unit 5 Years existing rental housing $15,000 - $40,000/unit 10 Years Greater than $40,000/unit 15 Years Refinance of a rental housing Any $ amount 15 Years Rehabilitation project New Constriction (including Any $ amount 20 Years land acquisition) or Acquisition of new rental housing. Dollar threshold is per unit for single family housing 3. HOME Resale/Recapture Provisions For HOME, the Participating Jurisdiction (County or City) will designate in the subrecipient contract whether Resale or Recapture (24 CFR 92.294(a}(5)) will be used for maintaining affordability for each HOME assisted property. Additionally, deed 8 i CDBG /HOME Policy Plan 1 2014 restrictions must be recorded on the property to ensure the affordability. See Appendix E for more details. 4. HOME Assisted Rental Housing The HOME Program requires that all households who occupy HOME units be low Income. Property owners and operators must develop policies and procedures which address: ➢ Admission & Tenant Selection (including an Affirmative Marketing Plan) Lease Provisions & Occupancy At initial occupancy and during the period of affordability Block Grant staff will monitor the project for compliance with HOME requirements. The monitoring will include Inspections of HOME assisted units and the property overall, review of policies and procedures, project financial information and tenant files. S. Transfer of Homebuyer unit to a Rental unit: HOME funded Homeownership units not sold to an eligible buyer within 6 months of the date of the final inspection and/or issuance of the occupancy permit, must be rented in accordance with 24 CFR Part 92.252. 6. CHDO Certification Kdssap County/ City of Bremerton Block Grant Programs are required to certify that an organization qualifies as a Community Housing Development Organization (CHDO) each time it commits CHDO set -aside funds to the organization. A CHDO is required to document that it has the capacity to own, develop, or sponsor housing in accordance with the regulations at 24 CFR Part 92.2. CHDO certification will be required before a commitment of set -aside funds is made. 7. Subsidy Layering Review Kitsap County and the City of Bremerton, using subsidy layering guidelines it has established, will document that when HOME funds are used in combination with other government assistance in a project, no more subsidy Is invested than necessary. A subsidy layering review will be conducted by staff during the technical review of the Application. The review will be kept in the project file and updated if additional sources of funds not originally contemplated are added, or H sources originally anticipated are significantly reduced or eliminated. 8. Leveraging, The City of Bremerton requires leveraging of HOME funds for homeownership housing projects. For every $1 of HOME funds committed, the project sponsor must show leveraged funding of $2 from other sources. 9. HOME Match The HOME program requires a match of 26% for every HOME dollar spent. Block Grant staff is responsible for ensuring that the HOME Consortium is meeting this requirement. Staff will work with subrecipients to identify sources and levels of HOME match required on a project basis. 10. Market Assessment Requirement 9 CDBG /HOME Policy Plan 1 2 014 HOME funded Homebuyer and rental housing projects, where development is occurring, must have a market assessment completed which addresses criteria established by the County & City HOME programs prior to contract execution with the Block Grant Program. C. CDBG FUNDING • SPECIFIC REQUIREMENTS 1. Restrictions on the Change- of-Use of CDBG Assisted Property All recipients must agree to restrict the use of the property, which was acquired and/or improved using CDBG funds, to the intended purpose for which the funds were awarded. The restriction will be based on the dollars invested and follow the guidelines in the chart below. This is to ensure compliance with HUD requirements and to ensure continued public benefit. Activity Dollar Threshold' Minimum Years Restricted Rehabilitation or Acquisition of Less than $15,000 5 Years existing facilities or housing $15.000 • $40,000 10 Years (including homeownership Greater than $40,000 15 Years assistance) New Construction or Acquisition of land for new Any $ amount 20 Years construction ' Dollar threshold is per facility, or if housing, per unit for single family housing 2. Restriction on Assessments CDBG 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 CDBG 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 time and submitted as part of the application for CDBG funds. 3. Guidelines for Economic Development Projects (24 CFR 370.209) City and County will utilize the guidelines provided at 24 CFR 570.209 relative to project costs and financial requirements and standards for evaluating public benefit. 4. Supplanting (24 CFR 570.207) Federal regulations prohibit using CDBG 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 dollars as an excuse to reduce local funding commitments. D. FINANCIAL MANAGEMENT 1. Uniform Administrative Requirements Agencies which are ctovemmental entities must comply with the requirements and standards of. OMB Circular No. A-87, "Principles for Determining Costs applicable to Grants and Contracts with State, Local and Federally recognized Indian Tribal Governments! A OMB Circular A-128 "Audits of State and Local Governments° 10 CDBG /HOME Policy Plan 1 2014 24 CFR Part 85 "Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments" (certain sections) Non - governmental agencies must comply with the requirements and standards of: OMB Circular No. A-122, °Cost Principles for Non -Profit Organizations" or OMB Circular No. A-21, "Cost Principles for Educational Institutions" OMB Circular A-1 33 "Audits of Institutions of Higher Education and Other Nonprofit Institutions" 24 CFR Part 84 and OMB Circular A-1 10 "Uniform Administrative Requirements for Grants and Agreements with Institutions of Higher Education, Hospitals or Other Non -Profit Organizations". 2. 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. Agencies that do not meet the $500,000 threshold mandatory A -133 audit are encouraged to obtain an annual audit if their operating budget is $100,000 or greater. Smaller agencies are encouraged to obtain at least an annual financial review. Block Grant staff will review financial information closely for all agencies submitting application. & PROCUREMENT Any subrecipient using CDBG or HOME funds to purchase goods or services must have a formalized written procurement procedure in place prior to contracting for any goods or services. Procurement requirements are contained in 24 CFR Part 85 for governmental entities and 24 CFR Part 84 for Non - Profits, Institutions of Higher Education and Hospitals. Additional information on procurement requirements can be found in the CDBG/HOME Guidebook on the Kitsap County Block Grant Program web site at http / /www kitsapgov corn/hr /block grant program /block grant program htm F. ENVIRONMENTAL REVIEW 1. Environmental Review (24 CFR Part 58) All CDBG /HOME projects must have a NEPA compliant environmental review process completed before any funds, including funds committed from other sources, can be spent on the project. For more information on the environmental review process visit www hud gov /offices/cpd/environment/review/ The costs associated with conducting a NEPA compliant environmental review for Capital CDBG and HOME funded projects may be charged to the grant award as project costs (HOME) or activity delivery costs (CDBG). Cost will vary depending on the level of review and complexity of the project and include staff time, cost of publishing required legal ads and printing costs. The cost of any studies required to complete the environmental review (i.e. Phase.l Environmental Site Assessment, Geotech. Report, Cultural Site Assessment, etc.) will be in addition to the costs associated with preparation of the NEPA environmental review and will be the responsibility of the subrecipient. 11 CDBG /HOME Policy Plan 1 2014 G. EQUAL OPPORTUNITY S ACCESSIBILITY 1. Fair Housing and Equal Opportunity All CDBG/HOME projects must comply with all of the following Federal laws, executive orders and regulations pertaining to fair housing and equal opportunity: a. We VI of the Civil Rights Act of 1964 No person may be excluded from participation In, denied the benefits of, or subjected to discrimination under any program or activity receiving Federal assistance on the basis of race, color or national origin (24 CFR Part 1). b. The Fair Housing Act Prohibits discrimination in the sale or rental of housing, the financing of housing or the provision of brokerage services against any person on the basis of race, color, religion, sex, national origin, handicap or familial status (24 CFR Part 100 -115). c. Equal Opportunity in Housing Prohibits discrimination against individuals on the bans of race, color, religion, sex or national origin in the sale, rental, leasing or other disposition of residential property, or in the use or occupancy of housing assisted with Federal funds (24 CFR Part 107). d. age Discrimination Act of 1975 Prohibits age discrimination in programs receiving Federal financial assistance (24 CFR Part 146). e. For more information on eliminating discrimination visit www hud Qov /ofFces/fheo /progdesc/title8 cfm 2. Handicapped Accessibility CDBG and HOME funded projects are subject to the following regulations governing the accessibility of Federally-assisted buildings, facilities and programs. a. Americans with Disabilities Act Provides comprehensive civil rights to individuals with disabilities in the areas of employment, public accommodations, state and local government services and telecommunications. The Act 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. b. Section 504 Section 504 of the Rehabilitation Act of 1973 prohibits discrimination in federally assisted programs on the basis of handicap. H. LABOR STANDARDS & CONSTRUCTION 1. Equal Opportunity for Employment and Contracting CDBG and HOME funded projects are subject to the following regulations governing employment and contracting opportunities. a. Equal EmolQyr pt Opp Prohibits discrimination against any employee or applicant for employment because of race, color, religion, sex or national origin. j Provisions to effectuate this prohibition must be included in all construction contracts exuding $10,000 (41 CFR Part 60). b. Section 3 of the Housing and Urban Development Act of 1968 Requires that to the greatest extent feasible, opportunities for training and employment arising from CDBG or HOME funded projects will be provided to low-income persons residing in the program service area. c. Minodty/Women's Business Enterorlse : Outreach to minorities and women in contracting for services (24 CFR 85.36(e)). i 12 CDBG /HOME Policy Pla 1 2014 2. Labor Requirements CDBG and HOME projects must comply with certain regulations on wage and labor standards. Pursuant to the Davis -Bacon Act, federal wage rates apply to most (but not all) construction projects over $2,000. Applications that involve construction must consider Davis -Bacon wage rates in the budget. The costs associated with the review of Certified Payrolls and compliance with DBRA requirements may be charged to the grant award as project costs (HOME) or activity delivery costs (CDBG). Cost will vary depending on the complexity of the project a. Davis -Bacon and Related Acts Ensures that mechanics and laborers employed in construction work under federally assisted contracts are paid the Federal prevailing wage for the locality. b. Contract Work Hours and Safety Standards Act Provides that mechanics and laborers employed on federally assisted construction jobs are paid time and one -half for work in excess of 40 hours per week. c. Copeland (Anti- Kickback) Act : Governs the deductions from paychecks that are allowable. For more information on Davis Bacon requirements visit http / /www hud goy/offices/old 3. Lead -Based Paint Hazard (24 CFR Part 35) Housing built before 1978, assisted with HOME or CDBG funds, is subject to the Lead - Based Paint Poisoning Prevention Act. The law imposes requirements related to: • Disclosure of known hazards and what has been done to reduce them; • Treatment, relocation during treatment, and ongoing inspection of units. Project feasibility is an important consideration for housing with lead -based paint. Recipients of CDBG or HOME funds will need to be aware of the potential for additional time and cost associated with lead -based paint hazards. 4. Compliance with Codes & Standards for Rehabilitation and New Construction a. All capital projects funded with CDBG or HOME must comply with local budding and fire codes. b. All HOME funded Rehabilitation projects must comply with the Rehabilitation Standards adopted by the Kitsap County & City of Bremerton Block Grant Program. c. All rental housing units purchased and/or rehabilitated with CDBG or HOME must pass a Housing Quality Standards inspection. d. All housing must comply with the applicable accessibility requirements for persons with disabilities. 1. REPORTING & MONITORING All programs and projects funded with CDBG or HOME funds will be required to submit quarterly reports. Reports will be provided by the Block Grant Program and may be submitted electronically. Annual on -site monitoring is conducted by staff for all open contrails. A monitoring checklist is used by staff to review compliance with the requirements of the written agreement and federal regulations. Agencies will be contacted at the end of the program year to schedule the monitoring visit. J. ACQUISITION & RELOCATION 1. Uniform Relocation Assistance & Real Property Acquisition (49 CFR Part 24) These regulations apply to any federally - assisted project involving acouisition demoli or rehabilitation Proposals for CDBG and HOME funded projects that are likely to 13 CDBG/HOME Policy Plan ( 2014 cause displacement of people or businesses are discouraged. Any project that is likely to cause displacement must include relocation assistance payments in the budget and be consistent with the federal Uniform Relocation Act. Projects which trigger this regulation must follow the Anti- displacement and Relocation Assistance Plan included in Appendix F. If your project includes acquisition, rehabilitation or demolition you are strongly urged to discuss the requirements with Block Grant staff before entering into any legally binding agreements. 2. Minimizing the Loss of Low and Very Low Income Dwelling Units (24 CFR Part 42) Any CDBG /HOME proposal that would directly result in any occupied or vacant occupiable 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 replacement housing within three years of the commencement of the demolition or rehabilitation relating to conversion. Projects which trigger this regulation must follow the Anti- displacement and Relocation Assistance Plan included in Appendix F. IF- CITIZEN PARTICIPATION PLAN HUD requires a Citizen Participation Plan be adopted by jurisdictions receiving CDBG and HOME funds. The plan details the process used by the County and the City in development of the Consolidated Plan and annual application cycle which results in the Action Plan submission to HUD. The Citizen Participation Plan for the County and the City can be found in Appendix A CONSOLIDATED PLAN WHAT IS THE CONSOLIDATED PLAN? The Consolidated Plan rolls the planning, application and performance reporting requirements of several programs run by HUD into one process and one document in our community the Consolidated Plan covers CDBG (Community Development Block Grants) and HOME (grant for affordable housing) programs jointly for the City of Bremerton and Kitsap County. The plan covers a 5 -year period. The Consolidated Plan requires a jurisdiction to identify all of its housing and community development needs and then develop a &na -#em= stratew for meeting those needs. A key part of the strategy is-setting priorfies. The Plan identifies priority housing needs, non - homeless special needs, homeless needs, economic development and community development needs. The Consolidated Plan also indicates what aroarams and renounces will be used over the 5 -year planning period. The plan contains objectives and strategies to address the identified needs and estimates the resources needed to fund activities to address the different needs. 14 CDBG /HOME Policy Plan 1 2014 WHAT ARE THE KEY PARTS OF THE PLAN? A. Housing & Community Development Needs Assessment This is the part of the Plan that has U.S. Census Bureau information and other information which presents a picture of the jurisdiction. People are the focus of the °Needs° section of the plan. The emphasis is on the human side of housing and community development including the needs of homeless people, people with special needs and those who are low-income. B. The Housing Market Analysis This part of the Plan describes the physical "bricks and mortar," side of housing — the supply side of housing. It looks at what housing exists. When the housing conditions in this part of the plan are lined up with human needs in the previous part of the pian a clear picture of what must be done should emerge. C. The Strategic Plan The Strategy is the part of the Consolidated Plan where the County and City sets out how it intends to use its CDBG and HOME funds from HUD's Department of Community Planning and Development over the next five years. The strategy must declare what priority the local government will give to the various housing and community development needs identified earlier In the Consolidated Plan; the activities designed to respond to those needs; and the different geographic areas where needs exist. D. Annual Action Plan The Action Plan is the one -year plan a jurisdiction must have to show how it is carrying out its long -term Strategic Plan. It shows how the jurisdiction will spend its CDBG and HOME money in the upcoming year. Kbap County and the City of Bremerton use an annual application process through which funds are competitively awarded. ote• The Objectives & Strategies from the Consolidated Plan are included in Appendix C. The full text of the Consolidated Plan is available on both the County and City of Bremerton web sites and also available upon request. GLOSSARY A Glossary of terms has been included in Appendix G. 1S CDBG /HOME Policy Plan 1 2014 Appendix A Citizen Participation Plan (Updated 4126/2013) 16 CDBG /HOME Policy Plan 1 2014 17 CDBG /HOME Policy Plan 1 2014 CITY OF BREMERTON AND KITSAP COUNTY CITIZEN PARTICIPATION PLAN Introduction Kitsap County and its consortium cites of Port Orchard, Poulsbo and Bainbridge Island receives both Community Development Block Grant (CDBG) and Home Investment Partnership (HOME) funds. The City of Bremerton receives Community Development Block Grant funds as its own entitlement, and HOME funds through its membership in a Consortium with Kitsap County. Both the City of Bremerton and Kitsap County are committed to assuring opportunities for citizen involvement in decisions concerning activities taking place within their communities. Each year the City of Bremerton and Kitsap County are 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. In order to facilitate citizen involvement, both jurisdictions adopt a Citizen Participation Plan. Beginning with the application cycle for 2012 funding, Kitsap County and the City of Bremerton Block Grant Programs have joined with the Homeless Housing Grant Program and Affordable Housing Grant Program to develop a combined funding & application process. The combined process will include a single application for funds, a single Grant Recommendation Committee (GRC) process and funding recommendation. Funding recommendations will continue to be approved by the Kitsap Regional Coordinating Council (KRCC) for County CDBG/HOME funds and by the Bremerton City Council for City CDBG /HOME funds. This Citizen Participation Plan reflects the changes that have been made to the annual application process. Purpose The purpose of the Citizen Participation Plan is to provide an on -going 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 by: • Low and moderate - income persons, particularly those lining in slum and blighted areas. • 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 Kitsap County and 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. Annual Allocation Process / Action Plan Submission Together the entitlement jurisdictions conduct 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 HUD. A. Notice of Funding Availability S Application 18 CDBG /HOME Policy Plan 1 2014 In April of each year a notice will be published in the newspaper of record to announce funding availability and provide an opportunity for comment on the CDBG/HOME Policy Plan. This notice will begin a 30-day comment period on the Policy Plan (including the Citizen Participation Plan) and include the date and time of public hearings to take citizen comments. Notifications will also be sent to any agency or organization who requests to be placed on our mailing lists. Upon approval of the Policy Plan by the Kitsap Regional Coordinating Council and Bremerton City Council, information about the application and mandatory technical assistance session will be available from: Kitsap County Block Grant Division 345 6th Street, Suite 400, Bremerton, WA 98337 -1873. http / /www kitsapgov com /hr /block grant program /block -grant program htm or by contacting Bonnie Tufts at btufts(W-co kitsap wa us or by phone at 360 - 337 -4606 and City of Bremerton, Community Development Block Grant 345 a Street, Suite 600, Bremerton, WA 98337 -1873 http / /www ci bremerton wa us /display php ?id =864 or by contacting Mane Vila at mane vila(&-ci bremerton wa us or by phone at 360.473 -5375 Applications will be made available in a format accessible to persons with disabilities upon request. Application submittal instructions and due date are included in the Notice of Funding Availability (NOFA) Applications must be submitted online and require access to the Internet. B. Technical Assistance At least one madatory technical assistance session will be held for those interested in applying for funding. During the session, staff will provide information to citizens concerning who can apply for funds, funds expected to be available, the range of activities that may be undertaken, pnonties for funding, application submission requirements, the application deadline, and how decisions concerning funding will be made. The date and time of the technical assistance session(s) will be published In the NOFA, included in the schedule posted on the web sites and emailed to all interested parties on the current mailing list. In addition to the mandatory Technical Assistance described above, City and County Block Grant staff is also available by appointment for one- on-one Technical Assistance to provide guidance to citizens and organizations regarding specific project considerations. At any time, any citizen may contact the City or County Block Grant Divisions for technical assistance or general information 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 and/or HOME programs and the funding process. C. Application Review & Grant Recommendation Committee Process 19 CDBG /HOME Policy Plan 1 2014 Applications will be reviewed by Block Grant Staff to determine compliance with technical requirements including eligibility for CDBG and/or HOME funds. Applications which are found not eligible for CDBG or HOME funds, will be disqualified and the applicant will be notified. Eligible applications will be reviewed and evaluated by staff for organizational and financial capacityand will also be provided to a Grant Recommendation Committee (GRC) for consideration The GRC will review all proposals, interview applicants and develop recommendations for funding based how they address needs & objectives identified in the 2011 -2015 Consolidated Plan and/or Homeless Housing Plan, organizational and financial capacity of the organization to cant' out the program/project, project feasibility, and funding availability. There are two GRCs. The Services GRC reviews applications for public services The Capital GRC reviews housing capital improvements,economic development and CHDO operating applications. Both GRCs play an integral role in the allocation of CDBG and HOME federal funds according to the needs of the community. While all GRC members must be well- versed in the needs of the community and be willing to participate in all the activities relevant to the GRCs, each individual GRC requires that members demonstrate specific skills and qualifications: • The Services GRC requires that its members have experience in one or more of the following capacities: background working with non -profit community service providers as an employee, volunteer, board member or consumer, background with homeless programs; grant experience, project management, compliance monitoring and/or practical experience with HUD regulations. • The Capital GRC requires that its members have experience in one or more of the following areas: affordable housing; construction or project management; mortgage lending; housing development; economic development; real estate; or architecture. Each GRC will be comprised of 8 members as follows: • Two members representing the City of Bremerton and approved by the Bremerton City Council • Three members appointed by Kitsap County Commissioners. Three members, one each appointed by the cities of Bainbridge Island, Port Orchard, and Pouisbo Applicant interviews will be conducted with the GRC. Applicants will have the opportunity to present their project and the GRC will an opportunity to ask questions. At the conclusion of interviews the GRC will formulate a funding recommendation for approval by the KRCC and the Bremerton City Council. GRC members serve two terms, terms are staggered so each year there are at least four returning members D. Funding Recommendations & Action Plan Organizations submitting applications will be notified whether or not the GRC has recommended their proposal for funding. The notification will include the date, time and place of the public hearings, during which the recommendations will be considered by the Kitsap Regional Coordinating Council and the Bremerton City Council. All projects approved for funding will be included in each jurisdiction's Action Plan. A summary of each Action Plan will be published in the newspaper of record and on the Cites and County's websites. The summaries will describe the contents and purpose of the Action 20 CDBG /HOME Policy Plan 1 2014 Plans, and include a list of locations where copies of the entire proposed plans may be examined. Citizens will be provided a period of at least 30 days to review and comment on the plans. Comments or views of citizens will be considered at the public hearings, and a summary of any comments or views not accepted and the reasons therefore, will be attached to the final Action Plan which will be submitted to HUD. The City of Bremerton and Kitsap County Block Grant staff will submit their Action Plans, including the projects proposed to be funded, to HUD no later than November 15 of each calendar year. 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 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 is available online at: • http / /www kitsapgov com /hr /block grant program /block grant program htm (scroll down for a link to the documents) • http / /www ci bremerton wa us /display php ?id =790 (scroll down for a link to the documents) • A printed copy may be requested from the Kdsap County or City of Bremerton Block Grant Divisions There are a number of specific elements in the 5-Year Consolidated Plan, including: • Needs Assessment: an assessment of housing needs (primarily of low and moderate income people) and needs of homeless people; • Housing Market Analysis: an analysis of the City of Bremerton's and Kitsap County's housing market; • Strategic Plan: a discussion of the City of Bremerton's and Kitsap County's priority needs to establish goals and objectives for implementing strategies which address housing and community development activities; • Citizen Participation Plan • Annual Action Plan: describes the activities that will be undertaken to address priority needs utilizing HOME and CDBG grant funds during the upcoming program year, and • Consolidated Annual Performance and Evaluation Report (CAPER): describes how funds were used in activities that provided benefits to low and moderate income Individuals and families during the previous program year. Governments, service providers, citizens, and non- profiUbr- profit agencies are encouraged to identify needs and priorities, assist in the development of strategies, and to participate in the annual allocation process. The following are specific opportunities 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. 21 CDBG /HOME Policy Plan 1 2014 2. The City of Bremerton and Kitsap County Block Grant staff will specifically consult with appropriate social service agencies regarding the housing and community development needs and prionties of children, elderly persons, persons with disabilities, homeless persons and other persons served by such agencies. 3. The City of Bremerton and Kitsap County Block Grant staff will coordinate with the Bremerton Housing Authority (BHA) and Housing Kitsap 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 living 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. Amendments to the Annual Action Plan Citizens will be notified and have an opportunity to comment on any substantial amendments proposed to the Annual Action Plan. Substantial Amendments will be published in the City's and County's newspaper of record and be subject to a 30-day public comment period to allow for comment prior to implementation of the proposed amendment. Substantial Amendments may be forwarded for review by the appropriate GRC prior to submission to the KRCC or the Bremerton City Council for final approval. 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 Action Plan which will be submitted to HUD. Substanfial amendments include: • Changes in the use of CDBG or HOME funds from one eligible activity to another • Canceling an approved activity or adding a new one • A substantial change to the purpose, scope, location or beneficiaries of the project as defined in the application for funds and approved by the GRC. CDBG or HOME activities awarded funds which have a substantial change in the purpose, scope, beneficiaries, location or budget will be evaluated by Block Grant Staff and may be required to submit a new application for funding in the next application cycle. Projects not expending their full CDBG or HOME award will not trigger a substantial amendment. These funds will be re- obligated to new projects during the following year's regular application cycle. Minor Changes: Any request4br a change in the amount to be expended on a program or project budget line Item, or a minor change to the purpose, scope, location or beneficiaries of the project as defined in the application for funds, shall not be considered a Substantial Change requiring citizen notification and Annual Action Plan amendment; however, RJ& written approval of these chances must be obtained from the appropriate Block Grant Adalioistrator 22 CDBG /HOME Policy Plan 1 2014 Minor project changes may need to be formalized as an amendment to the sub - recipient Agency's contract with the City or County. The Agency will submit a written request for change to the Block Grant Administrator stating the specific reasons for the requested increase or decrease in funding, or change in purpose, scope, location or beneficiaries. Ail requests will be reviewed, and approved or denied by the Block Grant Administrator. Performance Reports 1. Both the Kitsap County Block Grant Division and City of Bremerton Block Grant Division will prepare and submit a Consolidated Annual Performance and Evaluation Report (CAPER) to HUD no later than March 31 a of each year for the previous calendar year. 2. The CAPER will be made available for public review. Notice of Availability will be published In the newspaper of record and copies will be available on the County's and City's websites: • Kitsap County: http / /www kitsapgov com /hr /block -grant program /block grant program htm scroll down to the year and CAPER file desired. Copies are also available at the Kitsap County Block Grant Program Office, 345 6th Street, Suite 400, Bremerton, Washington • City of Bremerton: http / /www ci bremerton wa us /display php ?id =788 scroll down to the year and CAPER file desired. 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 mews not accepted and the reasons therefore, will be attached to the CAPER and submitted to HUD. Public Hearings By law, public hearings are required in order to obtain the public's view and to provide the public with the City's and County's responses to public questions and proposals. A public hearing is held in May for the approval of the next year's Policy Plan. A second hearing is held in November to review the proposed use of funds and adopt the Annual Action Plan. Notification of the public hearings and of 30-day comment periods will be published in the newspaper of record and will afford citizens, public agencies, and other interested parties a reasonable opportunity to examine the proposed plans and to submit comments. Kdsap County public hearings will be held during the regular meeting of the Kitsap Regional Coordinating Council in the meeting chambers of the Norm Dicks Government Center. KRCC meeting times and agendas can be obtained at http / /www kitsapre-gionalcouncil orQ /krcc board html City of Bremerton public hearings will be held during Bremerton City Council meetings, which are held every first and third Wednesday of the month, at 5:30 pm in the meeting chambers of the Norm Dicks Government Center Bremerton City Council agenda may be obtained at http / /www ci bremerton wa us /display php ?id =580 23 CDBG /HOME Policy Plan ! 2014 Public Comments Interested persons may submit comments in writing during the public comment periods, or orally at the public hearings. Written comments should be directed to: Kitsap County Block Grant Program City of Bremerton 345 a Street, Suite 400 345 a Street, Suite 600 Bremerton, WA 98337 Bremerton, WA 98337 Complaints All written citizen complaints will be referred to the appropriate person(s) or agencies for action. Under normal circumstances, the Block Grant Division will respond to the person making the complaint within 15 days. All complaints and responses will be kept on file. Resources Newspaper of Record: Notification will be placed in the following newspaper under Legal Notices at least ten days before a public meeting is held concerning a program described in this plan: Kitsap County Block Grant -- The Kitsap Newspaper Group City of Bremerton Block Grant — The Kitsap Sun Notices may also be published on City and County websdes, as follows: Kitsap County Block Grant Division; http / /www kitsapgov com /hr /block grant program /block grant program htm (scroll down to "ANNUAL APPLICATION PROCESS°). City of Bremerton Block Grant Program: http / /www ci bremerton wa us /display php ?id =788 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, 1' Floor Meeting Chambers 345 a Street Bremerton, WA 98337 24 CDBG /HOME Policy Plan 1 2014 Appendix B Requirements for Section 108 Loan Guarantee 25 CDBG /HOME Policy Plan f 2014 26 CDBG /HOME Policy Plan 1 2014 SECTION I — GENERAL GUIDELINES A. Introduction Section 108 is the loan guarantee provision of the U.S. Department of Housing and Urban Developments (HUD) Community Development Block Grant (CDBG) program. Section 108 enables grantees to leverage their CDBG funds by borrowing up to five times their CDBG allocation. Section 108 loans provide long term, low -cost financing with flexible terms. The funds are available year -round, on a non- competitive basis and for a wide variety of uses. HUD provides a full faith and credit guarantee of notes issued by public jurisdictions and sold to private investors. In turn, public jurisdictions are required to pledge CDBG funds as collateral for the loans. These funds are not escrowed and grantees may continue to use CDBG funds as planned. Additional collateral is also required, which provides a safeguard to reduce the risk to CDBG funds. Collateral may be project -based such as a lien on real property or based on other types of security unrelated to the Section 108 project. In most cases, Section 108 loans do not count against a community's bonding authority and are not used to determine credit worthiness of the community by private credit rating agencies. The Loan Program is administered by the Kitsap County Block Grant Program for County funds and by the City of Bremerton Block Grant Program for City funds. All loans require approval from the Kitsap Regional Coordinating Council and Board of County Commissioners for County loans, or the Bremerton City Council for City loans. B. Section 108 Loan Program Criteria Eligible Applicants: • Private companies; • Governments, • Public agencies; • Non -Profit institutions; • For -Profit and Not for -Profit owners of multi- family projects. All projects must be located in Kitsap County and for projects using City funds the project must be located in the City of Bremerton. 27 CDBG /HOME Policy Plan 1 2014 Eligible Activities: • Economic development activities eligible under the CDBG program including assistance to for -profit businesses. • Acquisition of real property; • Rehabilitation of publicly owned real property; • Clearance, demolition, and removal on acquired or rehabilitated public property (including environmental cleanup); • Site preparation including construction, reconstruction, or installation of public improvements related to property acquired or rehabilitated using Section 108 funds or for economic development purposes; • Acquisition, construction, reconstruction or installation of public facilities; • Housing rehabilitation eligible under CDBG; • Housing construction as part of community economic development (in limited circumstances); • Relocation costs; • Debt service reserves; and • Payment of interest on the guaranteed loan and issuance costs of public offerings. Meeting a National Objective: • CDBG regulations apply to the Section 108 loan guarantee program. All projects must either: ✓ Principally benefit low and moderate income persons; ✓ Aid in the elimination or prevention of slum and blight; or ✓ Meet an urgent need of the community C. Projects Eligible for Section 108 Loans 1. Economic Development Projects: Examples of economic development projects include loans made to a for - profit business, development of a business or industrial park, construction or reconstruction of infrastructure to support business, or implementation of a redevelopment project. In each of the following examples the project must create new job opportunities for low and moderate income persons. Examples include: a. Business Loans — funding provided to a local firm for expansion of its operations. b. Business/industrial Park — funding provided to purchase real estate for the development of a business or industrial park. 28 CDBG /HOME Policy Plan 1 201 4 c. Redevelopment Project — funds could be used for the acquisition, relocation, rehabilitation of buildings, and clearance of site(s) for redevelopment purposes. 2. Housing Projects: Examples of housing projects that are eligible for Section 108 loans include rehabilitation, acquisition of sites for new development, homeownership, etc. All housing type activities must be affordable to low and moderate income persons and be eligible under CDBG. 3. Community Development: Large scale public facilities and infrastructure type projects may be undertaken with Section 108 loan funds. These projects must benefit the low and moderate income population of the area in which they are intended to serve. Examples of Community Development projects include: a. Parks & Recreation — funds may be used for the expansion of an existing park facility or the development of a new facility. b. Streetscape Improvements — funds may be used to provide loanstgrants for building fagade improvements, streetscape work such as tree planting, walks, curbs, signage, etc. c. Infrastructure Improvements — for the construction or reconstruction of roads, streets and public utilities. d. Public Facilities — funds may be used for purchase, rehabilitation or construction of public facilities which principally benefit low /mod income persons. D. How The Program Operates 1. Maximum Commitment Amount An entitlement entity (County or City) may apply for up to five times the public entity's latest CDBG entitlement amount, minus any outstanding Section 108 commitments or principal balances on Section 108 loans. This amount is published annually in the Application. 2. Financing Source Section 108 obligations are financed annually through underwritten public offerings in which fixed rate notes are sold to private investors. To ensure marketability of Section 108 notes HUD provides a 100% full faith and credit guarantee to investors. Financing between public offerings is provided 29 CDBG /HOME Policy Plan 1 2014 through an interim lending facility established by HUD. Although HUD coordinates the funding process, it does not have a direct role in the flow of funds. 3. Security Security for the loan guarantee includes a pledge by the public entity of its current and future CDBG funds. The CDBG funds are not escrowed and may continue to be used as planned. Additional security is also required, which provides a safeguard to reduce the risk to CDBG funds. The additional security requirements will be determined on a case -by -case basis. 4. Loan Repayment The mawmum repayment period for a Section 108 loan is 20 years. Interim loan interest payments are due quarterly on the first day of the months of February, May, August, and November. On permanent loans, principal payments are due once a year on August 1 and interest payments are due twice a year on August 1 and February 1. HUD has the ability to structure the principal amortization to match the needs of the project and borrower. S. Prepayment Investors buying the Section 108 notes are guaranteed the timely payment of principal and interest for a ten -year period. Technically, the borrower cannot prepay the loan during this period. However, by guaranteeing the income stream to the investor through a deposit of funds with a Fiscal Agent, the borrower is defeasing or voiding the Section 108 obligation. Interim loans may be prepaid at any time without penalty. Jurisdictions do have the options of remaining in the interim financing facility for the term of the loan. 6. Interest Rates Interest rates on interim borrowing are priced at the three -month London Interbank Offered Rate (LIBOR) plus 20 basis points (0.2 %). Interest rates on obligations sold in public offerings will be determined by market conditions at the time but generally will be slightly lower than yields on Federal agency securities (e.g. Fannie Mae and Freddie Mac) with comparable terms. T. Financing Fees The only financing fees of the Section 108 program are those related to issuance of the Section 108 notes, such as fees to the underwriters and the 30 CDBG /HOME Policy Plan 1 2014 Fiscal Agent and any other expense related to the offering. Total financing fees will generally be one -half to one percent (0.5% -1.0 %) of principal. No additional maintenance fees are charged for permanent Section 108 notes. Interim loans are charged a $100 quarterly fee. 8. Regulations All CDBG program regulations such as citizen participation, Davis - Bacon, and relocation/displacement compliance must be met. The environmental assessment must be completed prior to incurring or expending any project costs. SECTION II — UNDERWRITING STANDARDS & GUIDELINES A. Underwriting Standards & Guidelines Kitsap County and The City of Bremerton Block Grant Programs have developed standards for financially underwriting and evaluating the eligibility of potential projects for Section 108 loan financing. The size and scope of certain proposed projects will dictate the level of review required. The staff and consultant costs associated with the financial review and underwriting will be charged to the applicant. After an initial review of a project for eligibility an Application must be submitted to be considered for the Section 108 loan. At that time an agreement between the jurisdiction (County or City) and the applicant will be executed and include a scope of work and budget to complete the application review and processing of submission to HUD. B. Objectives of Financial Review The objectives of the financial review of each application are the same as the HUD Guidelines and Objectives for Evaluating Project Costs and Financial Requirements that are found in Appendix A to Part 570 of the Federal Regulations. These objectives are to ensure: ➢ Project costs are reasonable; ➢ Sources of project funding are committed; To the extent practicable, Section 108 funds are not substituted for non- federal financial support; ➢ Project is financially feasible; 31 CDBG /HOME Policy Plan 1 2014 To the extent practicable, the return on the owners equity investment will not be unreasonably high (in the case of a loan to a private firm); and ➢ To the extent practicable, the Section 108 loan funds are disbursed on a proportional basis with other finances provided to the project. The City and County will also be evaluating projects using the following criteria: ➢ Is the project feasible and is it supported by market studies, engineering studies, housing studies, feasibility studies, etc.; Is the project site/location suitable for this project; ➢ What is the capacity and capability of the project development team; A Does the project meet the eligibility criteria of the Section 108 loan program; ➢ What is the public benefit to be derived from the project; and f ➢ What are the sources of loan repayment. C. Application Applications for Section 108 loans are accepted year round. If you are interested in submitting an application you must first meet with the County or City to determine the eligibility of your project. For projects within the City of Bremerton please contact Marie Vila at 360- 473 -5375 or Mane Vda(cD-ci bremerton wa.us . For projects in Kithap County please contact Bonnie Tufts at 360 -337 -4606 or btufts(aD-co kitsap wa us 32 CDBG /HOME Policy Plan 1 2014 Appendix C Consolidated Plan Objectives & Strategies 33 CDBG /HOME Policy Plan 1 2014 HUD Program Goal: Decent Housing — including: • Assisting homeless persons to obtain affordable housing; • Assisting persons at risk of becoming homeless; • Retaining the affordable housing stock; • Increasing the availability of affordable permanent housing for low-income and moderate - income families. • Increasing the supply of supportive housing which includes structural features and services to enable persons with special needs to live in dignity and independence; and • Providing affordable housing that is accessible to job opportunities. Housing Objectives H -1 Improve and preserve the quality of affordable housing in the Consortium, including both owner occupied and rental housing, serving low - income households. H -2 Provide a range of affordable housing types and densities while emphasizing high quality development, proximity to transportation and services, adequate public infrastructure and efficient use of land. H -3 Promote fair housing for all members of the community without discrimination on the basis of race, color, religion, sex, national origin, familial status, disability or sexual orientation. H-4 Expand homeownership opportunities for low - income homebuyers. H -5 Promote credit counseling and homeownership financing counseling to discourage predatory lending practices, promote financial education, and provide equal financial opportunities to all. H -6 Expand housing opportunities through an increase in the supply of decent safe, and affordable rental housing, rental assistance and supportive housing with services. H -7 Evaluate, and when present reduce, lead based paint hazards. H -8 Improve the safety and livability of low - income neighborhoods. 34 CDBG /HOME Policy Plan 1 2014 Housing Strategies 1. Acquisition and New Construction: The Consortium will support land acquisition, development and construction of new affordable housing units. Housing constructed on • the land may be rental or ownership. Ownership housing to target very low - income and • low - income, households; rental housing to target extremely low- income and very low-income households. (H -2, H-4, H-6) 2. Energy Efficiency Measures: Preserve and improve energy efficiency of affordable housing units through weatherization and other efficiency measures. (H -1, H -7) 3. Fair Housing. The Consortium will provide for fair and equal housing opportunities for all persons through the following activities: • Conduct an annual Fair Housing educational seminar for housing providers, real estate professionals and lenders. (H -3) • Provide no -cost fair housing educational resources and referral. (H -3) • Update the Kitsap County & City of Bremerton Analysis of Impediments to Fair Housing. (H -3) 4. Homebuyer assistance. The Consortium will support assistance to very low - income and low- income homebuyers to subsidize the purchase of a home. (H-4) 5. Mixed - Income Projects Support mixed - income housing projects that include affordable units through targeted use of funds for units which will be occupied by households with incomes at or below 80% AMI. (H -2, H-4, H-6) 6. Multi - Family Rental Rehab The Consortium will support acquisition and rehabilitation of existing multi- family rental housing. (H -1, H-6) 7. Neighborhood Improvement Implement housing and neighborhood improvement programs through targeted neighborhood programs, education, housing rehabilitation and related services, and other public improvement projects. (H-8, H -2) 8. Owner - occupied Single - Family Rehab The Consortium will use CDBG funds to provide owner occupied housing rehabilitation assistance in the form of major rehabilitation loans, emergency repair loans, and home safety repair grants. (H -1, H -7) 35 CDBG /HOME Policy Plan 1 2014 9. Preservation of Housing: Support the preservation of affordable single family housing through purchase and rehabilitation of homes in low -mod areas. Special consideration will be given to projects addressing foreclosed and abandoned properties and blighting conditions. (H -1, H-8) 10. Rental Assistance The Consortium will consider support of a tenant based rental assistance program to address the high number of households on Section 8 Housing Choice Voucher wait lists and the large number of households who cannot afford fair market rent. (H-6) 11. Revitalization* Identify slum and blight areas and assess for revitalization. (H-8) 12. Shared Housing Support shared housing programs that match low- income people in need of affordable housing with those who have housing to offer or share. (H -2, H-6) Special Needs Objectives 91.215(e) SNH -1 Increase the supply of permanent supportive housing for special needs populations SNH -2 Preserve existing special needs housing. SNH-3 Improve access to services thr those in special needs housing. SNH-4 Improve housing accessibility and safety in both new and existing housing. SNH -5 Reduce barriers to stable housing by encouraging collaboration among service providers. Special Needs Strategies 1. ADA Improvements: Modify and improve homes occupied by the frail elderly and persons with permanent physical disabilities. These modifications and improvements will be focused on improving the safety and accessibility of the home and meeting ADA standards. (SNH -4) 2. Community -wide Housing Initiatives: The Consortium will work collaboratively with service providers, housing providers, and other governmental agencies to reduce barriers to housing through (SNH -5): • Active participation in, and support of, the Kitsap Continuum of Care and Kitsap Housing Coalition. • Efforts to implement a streamlined intake system in Kitsap County. 36 CDBG /HOME Policy Plan 1 2014 3. Develop Supportive Housing: Develop and construct special needs and supportive housing. Activities may include the purchase of land, site development and construction. Services should be integral to the housing. (SNH -1) 4. Preserve Supportive Housing: Preserve supportive and special needs housing through funding of supportive services and rehabilitation of existing facilities. The housing must be owned and operated by a public agency or a private nonprofit and be occupied by the special needs population. Skilled care facilities are also eligible for assistance. (SNH -2) 5. Transit Oriented Housing: Locate housing intended for special needs groups in proximity to public transportation and services required by the special needs group occupying the housing. Where possible provide supportive services as a resident service on site. (SNH -3) Homeless Objectives HH -1 Provide well targeted efforts toward those people who would become homeless without intervention. HH -2 Delivery of temporary, emergency services and shelter to homeless as stabilization efforts to permanently house these individual begins. HH-3 Services and housing aimed at providing stable, permanent living conditions in which an individual or family may thrive. HH-4 Ensure a safe, decent and affordable housing inventory in our community, to appropriately house people with wide range of needs. Homeless Strategies 1. Affordable Housing Build, create, preserve, and maintain more affordable housing across the spectrum for all low and moderate income persons, as a key piece in the community's continuum of housing. (HH -1, HH -3; HH-4) 2. Alternatives to traditional Emergency Shelters: Explore short term solutions to supplement the low supply of emergency shelter such as: safe park, tent pieces of home, and others, as listed in the Homeless Housing Plan. (HH -2) 37 - i CDBG /HOME Polic Plan 1 2014 3. Create Housing First Units. Create Housing First units for priority homeless populations such as veterans, women, and families, youth, reentry, and chronic homeless. (HH -2; HH-3; HH-4) 4. Discharge Planning. Provide discharge planning for those individuals being released from institutions including correctional facilities, hospitals, homeless programs and foster care. (HH -1) 5. Economic Independence. Provide education and training to support economic Independence through living -wage jobs, including literacy programs, financial education and credit/debt counseling, employment and job training, ESL and basic education. (HH -1; HH-3; HH-4) 6. Existing Emergency Shelters: Support the operations of existing Emergency Shelters. (HH -2) 7. Flexible Housing Create more units that can be used for families to transition in place from emergency shelter to transitional or permanent housing, including in combination with Housing First model. (HH -2; HH-3) 8. Foreclosure /Eviction Prevention: assistance through financial and basic skills counseling, mediation in housing courts, and provide housing altematives such as community land trust ownership and homeshare rental models. (HH -1) 9. Gap Assistance. Provide assistance to those in need to prevent eviction and foreclosure, including support of basic services such as food provision, transportation, utility and housing costs, etc. (HH -1; HH-4) 10. Hygiene Center Build a hygiene center with supportive services to address the immediate and everyday needs of the homeless and chronically homeless.(HH- 2) 11. Innovative Housing Models Explore housing models that are intrinsically more sustainable as affordable units, such as Community Land Trust, Homeshare, etc. (HH -1; HH-4) 12. New Emergency Beds Create new emergency shelter beds for priority and underserved homeless populations such as veterans, women, and families, youth, reentry, and chronic homeless. (HH -2) 38 CDBG /HOME Policy Plan 1 20°14 13. Permanent Supportive Housing. Continue to support the operations and plan for future need through preservation, acquisition and development of Permanent Supportive Housing for our community's special needs individuals, including physically, mentally, and developmentally disabled, disabled veterans, and chronic substance abusers. (HH -3; HH-4) 14.Supportive Services Enhance the effectiveness of homeless prevention strategies and homeless emergency response through delivery of a continuum of supportive services. (HH -1; HH -2; HH-3; HH-4) 15.Transitional Housing Continue to support transitional housing as a key piece of our community's response to homelessness, but with an eye to finding a permanent housing solution as soon as possible. (HH -2; HH-3) 16. Unconditional Housing Convene a task force to research °Unconditional Housing" and how this will fit into our homeless housing plan. Recommendations from this task force integrated into the 2011 update of the Kitsap Homeless Housing Plan. (HH -3; HH -2; HH-4) HUD Program Goal: A Suitable Living Environment — which includes: • Improving the safety and livability of neighborhoods; • Eliminating blighting influences and the deterioration of property and facilities; • Increasing access to quality public and private facilities and services; • Reducing the isolation of income groups within areas through spatial de- concentration of housing for lower income persons and the revitalization of deteriorating neighborhoods; • Restoring and preserving properties of special historic, architectural, or aesthetic value; and • Conserving energy resources and use of renewable energy resources. Community Objectives — Public Services PS -1 Support the provision of services providing basic needs to low income and special needs individuals and families in crisis. PS -2 Ensure access to programs that promote prevention and early intervention related to a variety of social concems which can cause long -term instability. PS-3 Increase seK- sufficiency and independence for low - income and special needs populations. 39 CDBG /HOME Policy Plan 1 2014 Community Strategies — Public Services 1. Childcare Services. Assist with childcare services for target income working families either in conjunction with existing programs or through new childcare facilities. (PS -1, PS -3) 2. Crisis Intervention. Support crisis intervention services. (PS -2) 3. Disabled Services Assist social services providers with services for persons with disabiifies. Services may include recreation programs, advocacy services, home meal/visitation programs, job training, transportation, and health services, among others. (PS -1, PS-3) 4. Domestic Violence and Abuse Services. Support services that prevent and mitigate effects of domestic violence, physical and sexual abuse through counseling and education. (PS -1, PS -2) 5. Health Services: Assist in the provision of health services (including oral, mental health and substance abuse issues) to residents. These services may include referrals, counseling, screening, education and outreach, health programs, or medical services. (PS -1, PS-2) 6. Homeless Services Provide supportive services to all homeless populations, including Job Training & Employment, Substance Abuse Treatment/Detoxification, Health Care (Medical, Dental, Mental), Case management/Life skills/credit counseling, Education, Housing Placement. (PS -1, PS -2, PS -3) 7. Housing Services Support and expand programs facilitating housing stability through technical assistance, housing counseling, debt counseling, credit management, rights of the consumer and fair housing referral and other services such as matching households with sustainable housing, with a focus on alleviating community's inventory of vacant and foreclosed properties. (Meets Housing Objective H -5, funded under Public Service) 8. Human Services: Support social services programs, including case management, that meet the basic human needs of low- income persons with an emphasis on meeting priority needs.(PS -1, PS -2) 40 CDBG /HOME Policy Plan 1 2014 9. Information and Referral, Outreach and Advocacy. Support efforts to provide information on existing services to those in need of services and to refer individuals In need of services. (PS -1, PS -2) 10. Self sufficiency programs Support programs providing education allowing individuals and families to help themselves make live- improving changes toward self - sufficiency, such as literacy programs, financial education, life -skills training, employment skills training, and other programs. (PS -3) 11. Senior Services: Assist with the provision of senior services to the elderly and frail elderly. Such services may include nutrition programs, home - delivered meal programs, transportation, health services, shared housing programs and other forms of assistance. (PS -1, PS -3) 12. Single Point of Entry Support the implementation of a single point of entry for information, referral and access to services. (PS -2) 13. Transportation Services Expand programs enabling low income residents access to services, facilities and employment through support of transportation programs and subsidies. (PS-3) 14.Youth Services: Support a variety of youth services, including recreation, mentoring, education and nutrition services for the community's target income young people. Support may include direct assistance or fee waivers for target income groups. (PS -1, PS -3) Community Objectives — Public Facilities & Infrastructure PF -1 Improve the infrastructure and physical environment of the Consortium's Low - and Moderate - Income areas. PF-2 Enhance the quality of life through creation and improvement of recreational spaces and public facilities in Low -Mod areas PF-3 Increase self - sufficiency and independence for low - income and special needs populations PF-4 Improve and increase when needed, public facilities which serve the needs of low - income and special needs populations i 41 CDBG /HOM Policy Plan 1 2014 Community Strategies - Public Facilities & Infrastructure 1. Removal of Barriers. Provide suitable access to public facilities in the cities and County by removing architectural barriers. Remove barriers to the safe travel of persons with disabilities that exist in the public right-of-way, as identified in community -wide plans. (PF-3) 2. Right -0f - - way Improvements: Make improvements to the public right -of -way to improve appearance and extend useful life where deteriorating infrastructure contributes to blighting conditions. 3. Eliminate Slum & Blight Address slum and blight by targeting housing rehabilitation, neighborhood revitalization programs, and code enforcement to designated areas (PF -1) 4. Recreational Facilities and Upgrades: Participate in funding the construction and expansion of recreational facilities, including public parks and recreational facilities to serve low and moderate income persons in Low -Mod area neighborhoods (PF -2). 5. Transportation Access. Increase transportation access for special needs populations (PF-3) 6. Public Facilities Construct and/or improve public facilities that provide programs and services addressing the needs of low income and special needs populations (PF -2, PF 4). 7. Urgent Need: Meet urgent Community Development needs, which pose a serious and immediate nsk to public health or safety. HUD Program Goal: Expanded Economic Opportunities - which includes: • Job creation and retention; • Establishment, stabilization and expansion of small businesses (including microbusinesses) • The provision of public services concerned with employment; • Availability of mortgage financing for low- income persons at reasonable rates using non - discriminatory lending practices; • Access to capital and credit for development activities that promote the long -term 42 I I CDBG /HOME Policy Plan 1 2014 economic and social viability of the community; and • Empowerment and self- sufficiency for low-income persons to reduce generational poverty. Economic Objectives E -1 Increase the number of applicants I& living wage jobs. E -2 Expand economic opportunities for very low- and low - income residents and reduce the number of persons with incomes below the poverty level. E -3 Increase employment opportunities for low - income persons. E-4 Support business development and expansion to create more jobs. Economic Strategies 1. Education and Training Opportunities: Work with and support Kitsap County community colleges and technical schools in matching training programs to major Kitsap County employer needs (E -1). 2. Local Small Business Consortium Support local small business development consortium to carry out networking, collaborative and strategic efforts to expand economic opportunity to low income individuals throughout Kitsap County. 3. Incumbent Worker Training Support and expand incumbent worker training to low- income workers to improve job security and improve opportunities for advancement (E -2, E-4). 4. Career Pathways Programs. Support the expansion of Career Pathways programs. These programs are a series of connected education and training programs and support services that enable individuals to secure employment within a speck industry or occupational sector, and to advance over time to successively higher levels of education and employment in that sector (E-2). 5. Local Hiring and Disadvantaged Business Policy. Where required, the County and City will assure implementation of federal policies for the hiring of small and local businesses ( "Section 3 "), and the employment of minority and women owned businesses. The County and City will encourage these practices when not required (E -2). 43 CDBG /HOME Policy Plan 1 2 014 6. Job Training and Preparation Services: Support job training, preparation, retraining, incumbent training, and employment search services for low-income persons (E -3). 7. Job Creation: Participate in providing infrastructure or facilities to provide for business expansion or development to offer employment opportunities throughout the County (E-4). 8. Small Business Funding Provide capital (loan or grant) to small businesses to expand capacity and create or retain jobs for low income persons (E-4). 9. Small /Micro Business Assistance. Provide technical assistance, advice, and business support services (including assistance in developing business plans, securing funding, conducting marketing, etc.) to new and expanding businesses (E-4). 10. Small Business Development Support small business development programs through program and capital funding (E-6). 44 CDBG /HOME Policy Plan ! 2014 Appendix D CDBG National Objectives & Eligibility Requirements 45 CDBG /HOME Policy Plan 1 2014 CDBG NATIONAL OBJECTIVES AND ELIGIBILITY REQUIREMENTS Every 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 County. Specific regulations that govern the CDBG program are available the Block Grant office. What are the National Oblectives? (Benefit Criterial An eligible CDBG activity must either 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 Microenterprises 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 Need NOTE: The vast majority of CDBG activities funded are designed to benefit low and very low income persons and households. How Does A Prole, ct Most a National Oblective? 46 CDBG /HOME Policy Plan 1 20'14 I. Principally benefit low and very low income 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 median family income — a very low income person/household is one whose annual income does not exceed 50% of the area median income. HUD Income Limits for Bremerton/Kitsap County are included in the Application each year. There are several different ways that CDBG activities can benefit low and very low income persons: A. AREA BENEFIT Some CDBG assisted activities, such as parks, neighborhood facilities, community centers and streets, serve an identified geographic area. These activities generally meet the low and moderate income principal benefit requirements if 51% of the residents in the activity's service area are low and moderate income. However, in some communities, they have no or very few areas in which 51% of the residents are low and moderate income. For these grantees, the CDBG regulations authorize an exception criterion in order for such grantees to be able to undertake area benefit activities. The City of Bremerton does not have exception criteria so projects which qualify under the Area Benefit must meet the 51 % threshold. Kitsap County has exception criteria that is published by HUD and updated annually. For 2010 the exception percentage for Kitsap County is 43.27 %. Please contact the City or County Block Grant office for maps and more information on documenting your service 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). Rl 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 B1 Provide documentation that 51 %(City) or 43.3 %(County) or more of the residents within the service area are low and very low income personsihouseholds utilizing the most recent census data as provided by HUD. Please contact the City or County Block Grant office for maps and more information on documenting your service area. B. LIMITED CLIENTELE 47 CDBG /HOME Policy Plan 1 20 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: 1. 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 children, battered spouses, elderiy persons, handicapped persons, homeless persons, illiterate persons, migrant farm workers and persons living with HIV/AIDS. Applicants must. 0 Demonstrate that the facility or service is designed for and used predominantly by one of the groups identified above. 2. Require documentation on family size and income in order to show that at least 51 Percent of the clientele are low or moderate income - Agencies must keep information on client income and family size which can document whether or not 51% or more of the clientele are persons whose family income does not exceed low and moderate 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 dients/households served in 2009 (if this is an existing service); 0 State what percent of the dients/households served in 2010 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 clients incomes for the CDBG contract period. 3. Income Eligibility Requirements ,(© MO B9nefitl — This means that the agency uses income screening to limit the benefits of the CDBG funded 48 CDBG/HOME Policy Plan 12014 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. 0 Screen clients by family size and income; ® Provide a copy of the client intake form highlighting the questions regarding family size and income levels; and 0 Describe how the program/project would limit the benefits of the CDBG funded activity exclusively to low and very low income personsthouseholds. 4. Nature /Location of Activity Allows Conclusion of Primarily Low and Very ow 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. 0 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. In addition to the four activities described above, the following activities may qualify under the limited clientele national objective. • 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. • Assistance to Owners of Microenterprises When assistance is to be provided to a microenterprise (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 microenterprise 49 CDBG /HOME Policy Plan 1 2014 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. • 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 bome 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 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 must. ® 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. Housing Activities 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 must: 0 Maintain a copy of the written agreement with each landlord or developer receiving CDBG assistance indicating the total number of dwelling units in each multi -unit structure assisted and the number of those units which will be occupied by low and moderate income households after assistance. ® Maintain records on the total cost of the activity, including both CDBG and non -CDBG funds. 0 Screen households for family size and income eligibility. ® For rental housing, maintain records on rent charged (or to be charged) after assistance for each dwelling unit in each structure assisted. D. Job Creation or Retention Activities 50 CDBG /HOME Policy Plan 1 2014 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. II. REDUCE OR ELIMINATE SLUM OR BLIGHT An activity may meet the national objective of reducing or eliminating slum and blight, instead of benefiting low and very low income people. Currently, there are no designated slum and blight areas outside of the City of Bremerton. There are two different ways that CDBG activities can meet this second national objective. 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. Soot 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 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 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 qualifying criteria. • The existing conditions must pose a serious and immediate threat to the health 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. 51 CDBG /HOME Policy Plan 1 2014 An example of an activity that would qualify under the urgent Needs National Objective: Our County is hit by an earthquake within the last month and does not have any other resources to demolish severely damaged structures which pose a danger to occupants of neighboring structures. 52 CDBG /HOME Policy Plan 1 2014 Appendix E HOME Eligibility Requirements & Program Rules 53 CDBG /HOME Policy Plan 1 2014 HOME ELIGIBILITY REQUIREMENTS AND PROGRAM RULES The HOME Program was created by the National Affordable Housing Act of 1990 (NAHA) to promote the following objectives: ➢ Provide decent and affordable housing to lower - income households, ➢ Expand the capacity of nonprofit housing services, Strengthen the ability of local governments to provide housing, and Leverage private- sector participation. What are Eligible HOME - Funded Activities? • Homeowner Rehabilitation: HOME funds may be used to assist existing owner - occupants with the repair, rehabilitation or reconstruction of their homes. • Homebuyer Activities: Participating junsdictions may finance the acquisition and/or rehabilitation or new construction of homes for homebuyers. • Rental Housing: Affordable rental housing may be acquired and/or rehabilitated, or constructed. What are Eligible HOME Costs? • Developmental Hard Costs: HOME funds may be used for the actual cost of constructing or rehabilitating housing. Eligible costs include demolition of existing structures and improvements to the project site that are in keeping with improvements of surrounding, standard projects, and costs to make utility connections. • Acquisition Costs: HOME funds may be used for the costs of acquiring improved or unimproved real property. • Related Soft Costs: HOME funds may be used for 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: 54 CDBG /HOME Policy Plan 1 2014 • 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, attorney fees, private appraisal fees and fees for an independent cost estimate, builders or developer fees; • Costs of a project audit; • Costs to provide information services such as affirmative marketing and fair housing information to prospective homeowners and tenants; • Costs 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 run up and which may only be used to pay operating expenses, reserve for replacements and debt service. • Relocation Costs: HOME funds may be used for the costs of relocation payments and other relocation assistance for permanent or temporarily relocating individuals, families, businesses, non -profit organizations, and farm operation where assistance is required. • CHDO Operating Expenses • Total HOME Assisted costs: HOME funds may be used to pay for all expenses from developmental hardcosts through CHDO operating expenses. • Total Number of HOME Assisted Units: HOME funds may be used to pay for the costs of the total number of units that will be assisted with HOME funds. • HOME Costs per Unit: HOME funds may be used for the total HOME costs divided by the total number of HOME assisted units. What Is a Community Development Housina Organization (CHDOW A CHDO is a private nonprofit, community -based service organization that has obtained or intends to obtain staff with the capacity to develop affordable housing for the community it serves. A CHDO must meet certain requirements pertaining to their: • Legal status; • Organizational structure; and 55 CDBG /HOME Policy Plan 1 2014 • Capacity and experience HOME program rules require that a minimum of 15% of HOME funds be set -aside for CHDOs. These funds can be used by the CHDO for HOME activities where the CHDO acts as the developer, sponsor and/or owner of the housing. For more information on becoming a CHDO please contact the County or City Block Grant office. Program Rules The HOME Program has specific program rules that applicants should be aware of when contemplating applying for funds. Some applicable program rules include but are not limited to: Long Term Affordability One of the purposes of the HOME Program is to increase the supply of affordable housing units. To ensure that HOME investments yield affordable housing over the long term, HOME imposes rent and occupancy requirements over the length of an affordability period. The length of the affordability period depends on the amount of the HOME funds in the property and nature of the activity funded. Affordability periods range from 5 to 20 years. Deed restrictions must be recorded on the property to ensure the affordability Homebuyer activities will use either Resale or Recapture (24 CFR 92.294(a)(5) for maintaining affordability for each HOME assisted property. Kitsap County and City of Bremerton will designate in the subrecipient agreement (contract) the method to be used. Rental housing activities will cant' rent and occupancy restrictions during the period of affordability. Affordability restnctions remain in force regardless of transfer of ownership. Homebuyer Projects Homeownership housing projects assisted with HOME must meet the affordability described below, as per 92.254(a)(4). The affordability period begins after project completion, and is based on the amount of HOME investment per unit: HOME assistance per unit Verlod of Affordability 56 CDBG /HOME Policy Plan 1 20'14 Under $15,000 5 years Between $15,000 to $40,000 10 years Over $40,000 15 years If a program or project does not meet its affordability requirements through change in ownership, change in use, or other failure to adhere to contractual obligations, Resale or Recapture provisions are triggered in order to continue the HOME investment to its intended recipient. Either Resale or Recapture is set forth in each project/program's contract. Resale for Homebuyer Proiects All HOME assisted homebuyers subject to Resale provisions must meet the following during the Period of Affordability, which will be recorded in a restrictive covenant and shall be required of the original and any subsequent buyer of the subject property during the term of the Period of Affordability: 1. The homebuyer must enter into restrictive covenant outlining resale requirements. 2. Subject property must be homebuyer's principal residence at all times during the Period of Affordability. 3. Property is sold to an income qualified homebuyer with an income within the range of 51% and 80% of Area Median Income. Recapture for Homebuyer Proiects All HOME assisted homebuyers subject to Recapture provisions must meet the following during the Period of Affordability, which will be recorded in a restrictive covenant and shall be required during the term of the Period of Affordability: 1. The homebuyer must enter into restrictive covenant outlining recapture requirements. 2. The PJ will record a lien on the property securing the asset until expiration of the Period of Affordability. 3. The homebuyer may sell the home at any time during the Period of Affordability, to any willing buyer, and at the price the market will bear. 4. In the event of voluntary or involuntary sale during the Period of Affordability, the PJ will recapture the HOME investment as follows: a. The owner shall receive a fair return on their investment: portion of HOME funds recaptured will be based on shared net proceeds (down 57 CDBG /HOME Policy Plan 1 2014 payment and any capital improvements, excluding standard maintenance, since purchase). Net Proceeds = [Sale Price] — [Non -HOME Debt] — [Closing Costs] b. A third party appraisal will determine fair market value. Rental Housing Projects Rental housing projects which include HOME assisted units must meet the affordability described below. As per 92.252(e), the affordability requirements apply without regard to the term of any loan or mortgage or the transfer of ownership. Rental Housing Activity Period of Affordability Rehabilitation or acquisition of 5 years existing housing per unit amount of HOME funds: Under $15,000 Between $15,000 to $40,000 10 years Over $40,000 or rehabilitation 15 years involving refinancing New Construction or acquisition of 20 years newly constructed housing 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. 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, projects sponsors will be required to use affirmative fair housing marketing practices in soliciting renters or buyers, determining their eligibility, and concluding all transactions. Any HOME assisted housing must comply with the following procedures for the duration of the applicable compliance period: 58 CDBG /HOME Policy Plan 1 2014 • 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 Kitsap County Community Development Block Grant Staff. Homeownership Requirements The HOME program requires that for all HOME assisted homeownership projects: • All of the HOME funds will benefit families whose incomes are at or below 80% of the area median 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. HOME Income Eligibility Requirements The HOME program requires that all HOME assisted rental projects ensure that • At least 20% of HOME assisted rental units must be occupied by families who have annual incomes that are 50% or less of median income (minus tenant paid utilities). o Properties with 5 units or less are exempt from this rule. • Additionally, the PJ must ensure that 90% of the total households served under all PJ funded HOME rental programs have incomes that do not exceed 60% of the area median income. The remaining households must not exceed 80% of AMI • Income calculation must be made using one of three HUD approved methods: 59 CDBG /HOME Policy Plan 1 2014 • Section 8 Program definition of Annual Gross Income • IRS definition of adjusted gross income • U.S. Census Long Form definition Home Match Requirements The HOME Program requires a match of 25% or greater in other non - federal funds for projects. The match requirement may be met in several ways: City requires a minimum leveraging ratio of 1:2, or two dollars of other funding for every HOME dollar. • Non - Federal Cash or Cash Equivalent — acceptable sources of cash match include • Local or state general revenues • Housing Trust Funds • Foundations, donations • State appropriations • HFA reserves that are not federal funds (e.g. bond proceeds) • The interest rate subsidy achieved by the exemption of state or local taxes • Present value of the interest subsidy for loans made at rates below market • Value of waived taxes, fees or charges associated with the project; • Value of donated land or real property; • Cost of infrastructure improvements associated with the project; • A percentage of the proceeds of single or multi - family housing bonds issued by state or local government; • Value of donated materials, equipment, labor and professional services; • Sweat equity; • Direct costs of supportive services to residents of the project; • Direct cost of homebuyer counseling to families purchasing homes with HOME assistance. 60 CDBG /HOME Policy Plan 1 2014 Priorities for Use of HOME funds The City of Bremerton will give priority to HOME projects located in the Anderson Cove and Downtown designated Blight Zones. Please contact the City 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 a future use, including for a City - initiated affordable housing project. The County does not have priority areas for the use of HOME funds. 61 CDBG /HOME Policy Plan 1 2014 Appendix F Anti - Displacement & Relocation Assistance Plan 62 CDBG /HOME Policy Plan 1 2014 Anti - displacement and Relocation Assistance Plan INTRODUCTION • Applicants for federal funds must comply with the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, referred to as URA. URA regulations, at 49 CFR Part 24, apply to any federal"ssisted project involving acouisition demolition or rehabilitation • The URA protects all persons who are displaced by a federally assisted project, regardless of their income This is in contrast to Section 104(d) which only protects displaced persons whose income is at or below 80% of the area median income. The URA also protects businesses located in a building acquired, demolished or rehabilitated with federal funds. REAL PROPERTY ACQUISITION A. When acquisition of real property is the result of a voluntary proposal which has been submitted by an owner in response to a public invitation or solicitation for offers, it is referred to as voluntary acquisition. In contrast, acquisition of property by the local government entity which is not voluntarily offered for sale is referred to as involuntary acquisition. Voluntary Acquisition must adhere to the following procedures: a) Determine if the housing unit is a low /moderate income dwelling unit and if so contact the Block Grant Program office. b) Clearly advise the owner that In the event negotiations fail to result in an agreement the property will not be acquired. c) Arrange for a full independent narrative appraisal of the property by a qualified appraiser. d) Inform the owner of what the agency believes to be fair market value of the property and that the agency does not have the authority to acquire the property by eminent domain. (HUD Guldeform NotIce of Voluntary Arms Length Transacdon is available from the Block Grant Office) 63 CDBG /HOME Policy Plan 1 2014 B. All acquisitions must go through real estate escrow. The escrow agent must be a neutral thins party to the acquisition. C. All acquisitions must have title insurance. D. All acquisitions will need a notice of some kind. All occupants are entitled to timely notice explaining whether or not they will be displaced. • Occupants to be displaced must be informed of their eligibility for relocation assistance and the nature of the assistance. • Occupants not to be displaced must be informed of the terms and conditions under which they may occupy the property upon completion of the project. NOTICES General Information Notice (GIN): Informs occupants of a possible project and of their rights under URA. Stresses that the household should not move at this time. Move -in Notice informs households moving into potential projects after the application that may be displaced and that they will not be entitled to assistance. ➢ Notice of Non - Displacement informs households who will remain in the project after completion of the assisted activity of their rights and of the terms and conditions of their remaining at the property. Temporary Relocation Notice informs households who will be temporarily relocated of their nghts and of the conditions of their temporary move. Notice of Eligibility informs households to be displaced of their rights and levels of assistance under federal law. 90 and 30 Day Notices informs displaced households of the day by which they must vacate the property. PLANNING FOR RELOCATION UNDER URA 64 CDBG /HOME Policy Plan 1 2014 A. Minimizing Displacement It is the policy of the Wtsap County and City of Bremerton Community Development Block Grant (CDBG) and HOME Investment Partnership (HOME) Programs to minimize displacement of people or businesses as a result of activities assisted with CDBG or HOME funds. This means: a) Considering whether displacement will occur and how this would affect the feasibility of the project. b) Identifying potential relocation workload and resources early. c) Assuring, whenever possible, that residential occupants of buildings to be rehabilitated are offered an opportunity to return. d) Planning rehabilitation projects to include "staging° where this would minimize displacement. B. Relocation Assistance for Displaced Residents Relocation is defined as the permanent movement of occupantsitenants, required as a result of a CDBG or HOME activity. Federal regulations require that if any individuals, families, businesses or farms are displaced the subrecipient must: a) Inform the person(s) that they may be displaced and generally describe the relocation payment(s) for which they may be eligible, the basic conditions of eligibility, and the procedures for obtaining payment(s). b) Inform the person that they will not be required to move without at least 90 days advance written notice and that the person to be displaced cannot be required to move permanently unless at least one comparable replacement dwelling unit has been made available. c) Inform the person that they will be given reasonable relocation advisory services, including referrals to replacement properties, help in filing payment claims, and other necessary assistance to help them relocate. d) Provide the person with a description of their right to appeal any determinations for assistance under the Uniform Relocation and Real Property Acquisition Act (49 CFR, Part 24). 65 CDBG /HOM Policy Plan 1 2014 e) Assure that those persons who are required to relocate receive their full replacement housing payments, moving, and related expenses. C. Rights of Residents who Remain in the Project a) Remaining Households must be offered affordable Housing. • Tenants who are intended to remain in the project must receive the offer of a 'suitable" unit which can be rented at an "affordable" price. Determining which tenants will be able to remain in the project is a key component of determining the feasibility of an occupied project. b) Temporary Relocation • Residents who will remain in the project after rehabilitation may be required to move temporarily during rehabilitation. • The temporary dwelling must be suitable and decent, safe and sanitary but not necessarily comparable. • In addition to the Notice of Non - displacement, the resident must, as a minimum, receive reasonable advance written notice of the date and approximate duration of the planned temporary move; information about the terms and conditions under which the tenant will be returning to when the project is completed; and reimbursement for all reasonable out -of- pocket expenses incurred in connection with the temporary move. c) Permanent Moves Within the Project • Tenants may be allowed to remain in a project after rehabilitation, but not necessarily in the same unit. • Permanent moves within the same project must be to suitable, decent, safe and sanitary • but not necessarily comparable — units. • In addition to the Notice of Non - displacement, the resident must, as a minimum receive reasonable advance written notice of the date of the planned move to an alternate unit and; reimbursement 66 CDBG /HOME Policy Plan 1 2014 for all reasonable out -of- pocket expenses incurred in connection with the move. SECTION 104(d) - REPLACEMENT OF HOUSING Section 104(d) of the Housing and Community Development Act of 1974 as amended requires the one - for -one replacement of low /moderate income occupied or occupiable dwelling units which are demolished or converted to a use other than low /moderate income housing as a direct result of CDBG or HOME assistance. Under this section relocation assistance shall be provided in accordance with 24 CFR Part 42.350. One for one replacement of units shall be provided in accordance with 24 CFR Part 42.375. All comparable replacement housing will be provided within one year prior to or three years after commencement of the demolition or conversion. Before entering into a contract committing the County to provide funds for an activity that will directly result in demolition or conversion, Kitsap County will require the applicant to publish a notice in the newspaper, and Kbap County will submit to HUD, the following information in writing: 1) Description of proposed assisted activity; 2) The address, number of bedrooms and map of location of the lower income housing that will be lost as a result of the project; 3) Time schedule for start and completion of the demolition or conversion; 4) To the extent known, the address, number of bedrooms and map of the location of replacement housing that has or will be provided. If such data are not available at the time of the general submission, Kitsap County will identify the general location on an area map and information identifying the specific location and number of dwelling units by size shall be submitted and disclosed to the public as soon as it is available; 5) Basis for concluding replacement housing will remain a low- income unit for at least 10 years from the date of initial occupancy; 6) Information demonstrating that any proposed replacement of housing units, that are different in size from those units lost, is appropriate and consistent housing needs and priorities identified in the Consolidated Plan. 67 CDBG /HOME Policy Plan 1 2014 DEFINITIONS Comparable replacement dwelling unit: A unit that meets the criteria of 49 CFR 24.2(d)(1) through (6); and is available at a monthly cost for rent that does not exceed the "Total Tenant Payment" determined under 24 CFR Part 42 813.107. Conversion: This term means altering a housing unit so that it is used for non - housing purposes; used for housing but no longer meets the definition of lower income dwelling unit; or used as an emergency shelter. Lower4ncome Dwelling Unit: A dwelling unit with a market rent (including utility costs) that does not exceed the applicable Fair Market Rent (FMR) for Section 8 existing housing established under 24 CFR part 888. However, the term does not include any unit that is owned and occupied by the same person before and after the assisted rehabilitation. Vacant occupiable dwelling unit: a vacant dwelling unit that is in a standard condition; vacant dwelling unit that is in a substandard condition but is suitable for rehabilitation; or a dwelling unit in any condition that has been occupied (except by a squatter) at any time within the period beginning 3 months before the date of execution of the agreement by the recipient covering the rehabilitation or demolition. 68 CDBG /HOME Policy Plan 1 2014 Appendix G Glossary 69 CDBG /HOME Policy Plan 1 2014 70 CDBG /HOME Policy Plan 1 2014 GLOSSARY Admini trative Expenses Those expenses directly associated with the recipient's administration of a project or program, such as salaries, supplies, equipment accounting, phones, audits, benefits, travel and indirect costs. Affordability Affordability is achieved when a household's rent or mortgage payment, plus utilities, does not exceed 30% of the monthly income for the targeted income group as adjusted for household size. Annual Action Plan: This document allocates one year's funding to specific projects and activities for the CDBG and HOME programs. it is submitted annually to HUD, 45 days prior to the start of the City's and County's fiscal year or no later than November 15 and is developed in accordance with federal regulations (24 CFR Part 91). Architectural_ Restrict mobility and accessibility of elderly or individuals with disabilities. Benefit Criteria A CDBG activity must either principally benefit low or very low income persons, reduce or prevent slums and blight or meet a recent urgent need. These three objectives are the Benefit Criteria. Cash Flow Gross income minus vacancy rate, operating expenses, reserves, debt service and taxes. Grant Recommendation Committee (GRC) A group of eight citizens meeting specific qualifications, who develop funding recommendations for approval by the Kitsap Regional Coordinating Council (KRCC) and Bremerton City Council. Citizen Participation Plan: This plan is prepared to facilitate and encourage public participation and involvement in the Consolidated Plan process and the City's and County's CDBG and HOME program, especially by low and moderate - income persons. The plan identifies the public participation requirements as identified by federal regulations (24 CFR Part 91). Committed Funds Funds committed to a project by a project funding source. The award amount, terms and uses of the committed funds are documented in a letter to the applicant. A copy of this award letter is included with the application for CDBG/HOME funds. Conditional Funds Funds committed, with conditions, to a project by a project funding source. The conditions of the commitment, amount, terms, and uses are documented in a letter to the applicant. Acopy of the letter is included with the application for CDBGJHOME funds. Consolidated Annual Performance Evaluation,agort (CAPE R-): This document reports on the progress in carrying out the Consolidated Plan and Annual Action Plan. The report is prepared annually by both the City and County in accordance with federal regulations (24 CFR Part 91). It is due to HUD no later than 90 days after the and of the program year or March 31. 71 CDBG/HOME Policy Pla 1 2014 Consolidated Plan: This document serves as the City's and County's application for CDBG and HOME funds. It sets forth the priorities and strategies to address the needs of primarily low - and moderate - income persons and areas in the county. It typically covers a five -year time period. It is submitted to HUD 45 days prior to the start of the program year or no later than November 15 and is developed in accordance with federal regulations (24 CRF Part 91). Consultant Fees Fees paid to a third party developer consultant for costs associated with implementation of a project. Entitlement Community A local jurisdiction that receives an allocation of Community Development Block Grant funds directly from HUD. All participating jurisdictions are entitlement communities; however, not all entitlement communities are participating jurisdictions. Interlocal Agreement Agreements made to ensure the cooperation of units of local government which form consortiums for the purpose of obtaining funding. Low- and Moderate - Income Households (LMIL These are households eaming less than 80% of the area median income (AMI). They are broken down into the following income designations: • Extremely Low - Income: households with incomes less than 30% of the area median family income adjusted for household size. • Low-income: households with incomes between 31 % and 50% of the area median income, adjusted for household size. • Moderate - Income: households with incomes between 51 % and 80% of the area median income, adjusted for household size. Low- and Moderate- Income Area Neighborhood (LMAI: In general, this is defined as census tracts or block groups where a minimum of 51% of the residents have low or moderate incomes (i.e. not exceeding 80% of the area median income). Median Family Income: HUD releases income limits annually for its programs. Income limits are calculated using American Community Survey and Census data. Data for Kdsap County is based on the Bremerton - Silverdale Metropolitan Statistical Area (MSA). Incomes are indexed by household size. OnerAna Support. Financial assistance used to supplement the day - today operations of a project. Participating Jurisdiction This term refers to cities, counties and consortia which receive an allocation of federal HOME funds directly from HUD. Program Year -The program year for both the County and City CDBG and HOME programs is January 1 through December 31, which is the same as the County and City's fiscal year. Project Management Costs directly related to managing the project to the point of completion normally paid to a third party. Project Soundness The feasibility, sensibility, and effectiveness of the project to meet a defined community need and the organizational strength and capacity to bring the project to completion. 72 CDBG /HOME Policy Plan 1 2014 Proposed Funds Funds which have been or will be requested from a potential project funding source. Relocation Ex_ panes Those costs paid to households or businesses when temporary or permanent relocation becomes necessary. Special Needs HousM Housing for special needs populations who require special housing - related services. This is also referred to as supportive housing. Special Needs Povuladon This population of people includes elderly and frail elderly; persons with mental, physical or developmental disabilities; persons with HIVAAIDS; persons with alcohol or drug addiction; victims of domestic violence; persons discharged from institutions (prison, jail, mental hospital, foster care). 73 City of Bremerton /Kitsap County Coordinated Grant Process 2 014 Coordinated Grant Notice of Funding Availability Community Development Block Grant Program HOME Investment Partnership Program Affordable Housing Grant Program Homeless Housing Grant Program Consolidated Homeless Grant Incentive Program This Page Intentionally Blank GENERAL INFORMATION 2014 Funding Allocation Schedule 2 About the Funding 3 Eligible Activities 3 Eligible Applicants 5 Funding Priorities 6 Funds Available 8 2014 Proposed Distribution 9 Where to Submit Applications 11 Assistance with the Application 11 Application Review and Rating Process 11 Grant Recommendation Committee (GRC) 12 HUD Income Limits 13 If Your Agency is Awarded Funds 14 This Page Intentionally Blank 4g CITje� • i City of Bremerton /Kitsap County m` 2014 Coordinated Grant Notice Of Funding Staff Contacts City - of Bremerton CDBG/HOME http: / /www.ci.bremerton wa.us /display php =864 Mailing Address: City of Bremerton Department of Community Development 345 6"' Street, Suite 600 Bremerton, WA 98337 -1873 Staff Contacts Marie Vila, Program Administrator, City of Bremerton (360) 473 -5375 marie vda@ci.bremerton.wa.us Kitsap County CDBG /HOME http: / /www.kitsapgov.com /hr /block grant_Program /block —grant program.htm Mailing Address: Kitsap County Block Grant Office Department of Community Development 345 6"' Street, Suite 400 Staff Contacts: Bonnie Tufts, Program Manager, Kitsap County (360) 337 -4606 btufts(&co kitsap wa us Shannon Bauman, Block Grant Planner, Kitsap County (360) 337 -7272 sbauman(cbco kitsap.wa.us Affordable Housing Grant Program /Homeless Housing Grant Qroaram http / /www kitsai)regionalcouncd org /housing cga phi) Mailing Address: Housing Grant Programs Kitsap Regional Coordinating Council PO Box 1934 Kingston, WA 98346 Staff Contact: Kirsten Jewell, Manager, Housing Grant Programs (360) 377 -4900 kirsten(&kitsapregionalcouncd org 2014 Coordinated Grant Nobce of Funding Availability 1 2014 Funding Allocation Schedule Advertise Availability of 2014 Draft Policy Plan and Notice of Funding Friday 4/26/2013 Availability (Ad to be placed in The Sun and the Kitsap Newspaper Group) www ci bremerton wa us www kitsapgov com /hr /block grant program /block grant program htm Wednesday 5/22/2013 Present Proposed 2014 Policy Plan and Notice of Funding Availability at Bremerton City Council Study Session, City Council Office, Ste 600 5 OOpm Monday 5/27/2013 Comment period closes Kitsap Regional Coordinating Council Public Hearing on 2014 Policy Plan Tuesday 5/28/2013 and Notice of Funding Availability, NDGC Council Chambers, 345 6th Street, 10 OOam Thursday 5/30/2013 Technical Assistance Meeting (mandatory) — Norm Dicks Government Center Meeting Chamber, 345 6th Street, 1 st Floor All prospective applicants, 9am Wednesday 6/5/2013 Bremerton City Council Public Hearing on 2014 Policy Plan and Notice of Funding Availability, NDGC 1st Floor Council Chambers, 345 6th St, 5 30 pm Thursday 6/6/2013 Final 2014 Policy Plan and On -line Application Available, links to application posted to web sites 5/31/2013- Technical Assistance available (by appointment only) 7/9/2013 Wednesday 7/1012013 Joint Funding Applications Due @ Noon: Online Submission Only Wednesday 7/17/2013 GRCs Orientation 7/17/2013- Application Review 8/16/2013 pp 9/4/2013- Capital /HOME GRC Interviews Services/O &M GRC 9/13/2013 Interviews Note GRC will meet for 1 hour (8 30 -9 30) to discuss each day's applications Monday 9/16/2013 GRC Deliberations, Services /O &M 9 00 -12 00, Capital 100-4 00 Publish Draft Action Plan in Kitsap Sun and the Kitsap Newspaper Group Friday 9/20/2013 announce opening 30 -day Public Comment period, funding recommendations posted on City, County and KRCC websites Tuesday 9/24/2013 Kitsap Regional Coordinating Council — Information received in packets only Kitsap Regional Coordinating Council Public Hearing and Action on Kitsap Tuesday 10/22/2013 County 2014 Action Plan and Funding Recommendations, NDGC Council Chambers, 345 6th Street, 10 00 am Wednesday 10/23/2013 Present Proposed 2014 Funding Recommendations at City Council Study Session, NDGC City Council Office, 345 6th St, 6th Floor, 5 OOPM Wednesday 11/6/2013 Bremerton City Council Hearing on Kitsap Joint Funding Recommendations, NDGC 1 st Floor Council Chambers, 345 6th Street, 5 30PM Friday 11/15/2013 Annual Action Plan to HUD Wednesday 1/1/2014 Program Year Begins 2014 Coordinated Notice of Funding Availability 2 About the Funding The Coordinated Grant Application Process brings together four separate funding sources into one common application. A brief description of the funding sources is listed below. For more detailed information please refert to the CDBG /HOME Policy Plan or the AHGP /HHGP Policy Plans. Community Development Block Grant The Community Development Block Grant (CDBG) program is a flexible program that provides communities with funding to address a wide range of unique community development needs The program is authorized by Title I of the Community Development Act of 1974. Funds are used to assist in the development of decent housing, create suitable living environments, and expand economic opportunities primarily for persons of low and moderate income. All projects funded with CDBG must meet one of the three national objectives: 1. Principally benefit low and very low income households, 2 Reduce or prevent slum and blight, or, 3. Meet an urgent need HOME Investment Partnership Program The HOME Program was created by the National Affordable Housing Act of 1990 (NAHA) The Housing and Community Development Act of 1992 and the Multifamily Property Disposition Act of 1994 made important changes to the Program. The intent of the HOME Program is to: • expand the supply of decent, safe, sanitary, and affordable housing, • strengthen the abilities of state and local governments to provide housing, • expand the capacity of nonprofit community based housing development organizations; and, • leverage private sector participation in financing affordable housing. Homeless Housing Grant Program The Homeless Housing Grant Program was created in Washington State by Engrossed Second Substitute House Bill (ESSHB) 2163 on August 1, 2005. The law created a document recording fee on certain documents to be utilized by local jurisdictions to reduce homelessness Administration of the grant funds are shared between local governments and the state. Eligible uses of the funds are broad as long as the program funded addresses homelessness through housing and /or services Affordable Housing Grant Program The Affordable Housing for All Grant Program came about through enactment of Substitute House Bill 2060 which became law in Washington State on June 13, 2002. The law created a document recording fee on certain documents to be utilized for low- income housing. Consolidated Homeless Grant Incentive Program The Consolidated Homeless Grant Incentive Program is part of the WA Commerce's Consolidated Homeless Grant program. This incentive funding was earned through specific homeless activities provided by Kitsap agencies for the 2013 Cycle. Pending WA legislative action and WA Commerce Program Guidelines, this grant funding source may be available in 2014 Eligible Activities Community Deve opMent Block Grant Eligible activities are defined in the CDBG program regulations at 24 CFR 570.201- 570.207. 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 2014 Coordinated Notice of Funding Availability 3 • Code enforcement in deteriorated or deteriorating areas • Clearance, demolition and removal and rehabilitation of buildings and improvements • Removal of material and architectural barriers • 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 (except for the removal of architectural barriers) • Income payments such as payments to individuals or families for food, clothing, or rent, except in certain circumstances • Political activities • Vehicles and Equipment HOME Investment Partnership Program The Eligible activities are defined in the HOME program regulations at 24 CFR 92.205. A list of some of the activities follows• • Rehabilitation of residential property where property is fully repaired • New construction of residential property • Acquisition of residential property • Rental assistance payments to tenants • Relocation associated with an eligible HOME project • A small part (up to 5 %) of the Kitsap County HOME funds may be used to help pay the operating expenses of designated Community Housing Development Organizations (CHDOs) within the guidelines established by HUD The following activities generally are not eligible for HOME funding: • Project reserve accounts, except for the initial 18 months of a HOME assisted new construction project • Emergency home repair programs • Public housing units • Commercial properties • Shelters, unless they meet Section 8 Housing Quality Standards and otherwise can be considered rental housing • Project based tenant assistance Note. The above lists are not comprehensive. For a complete list of eligible or Ineligible activities refer to HOME regulations in 24 CFR 92.205 Homeless Hogging grant Program Eligible activities are defined in the legislation for Washington State Engrossed Second Substitute House Bill (ESSHB) 2163. A list of some of the activities follows: 2014 Coordinated Notice of Funding Availability 4 • Rental and furnishing of dwelling units for the use of homeless persons; • Costs of developing affordable housing for homeless persons, and services for formerly homeless individuals and families residing in transitional housing or permanent housing and still at risk of homelessness; • Operating subsidies for transitional housing or permanent housing serving formerly homeless families or individuals; • Services to prevent homelessness, such as emergency eviction prevention programs including temporary rental subsidies to prevent homelessness; • Temporary services to assist persons leaving state institutions and other state programs to prevent them from becoming or remaining homeless; • Outreach services for homeless individuals and families, • Development and management of local homeless plans including homeless census data collection, identification of goals, performance measures, strategies, and costs and evaluation of progress towards established goals, • Rental vouchers payable to landlords for persons who are homeless or below thirty percent of the median income or in immediate danger of becoming homeless; and • Other activities to reduce and prevent homelessness as identified for funding in the local plan. Affordable Housina Grant Program Eligible activities are defined in the legislation for Substitute House Bill 2060. A list of eligible activities follows: • Provide funding for operation and ongoing maintenance of emergency shelters (not Including capita/ improvements); • Provide funding for operation and ongoing maintenance (not Including capital Improvements) of housing, including transitional housing, that is eligible for WA State Housing Trust Fund grants. [Note that the WA State Housing Trust Fund requires that facilities serve the target population for at least 40 years.]; • Provide funding for capital projects serving persons at or below 50% median income for at least 25 years, including: • Provide funding to build new single -family housing units, including duplexes, multifamily housing, and single room occupancies. • Build emergency or youth shelters; • Build group homes or special -needs housing; • Provide funding to rehabilitate housing (repair /replace roofs, walls, electrical systems, doors, floors, cabinets, ceilings, bathrooms, etc.); • Acquisition of housing; • Acquisition of land for future housing, • Payment of soft costs (not bricks /mortar) associated with housing development. • Provide short-term rental /mortgage assistance consistent with the requirements of the 2060 legislation. CoIsolidated Homeless Grant Incontive Proaram If this program is implemented for 2014, eligible activities for Incentive Funds will be determined by WA State legislative action and WA Commerce Program Guidelines. Eligible Applicants Community Development Block Grant and HOME, Eligible applicant/recipients include: • City or County governments • Public and private nonprofit organizations (501(c)3) 2014 Coordinated Notice of Funding Availability 5 • Section 301(d) small business investment companies • Local development corporations • Private profit organizations may implement certain economic development and microenterpnse activities. • Faith based organizations Additionally applicants must: • Demonstrate an active governing body or board of directors with skills and experience to provide leadership and direction to the agency. • Demonstrate the legal, financial, and programmatic ability to administer the proposed project; and, • Meet the County/City requirements for contracting agencies such as insurance requirements, audit and financial requirements. Affordable Housing/ Homeless Housing Grant Programs Eligible recipients of the funding from SHB 2060 shall be public housing authorities, IRS - certified non - profit agencies /providers of affordable housing, Cities, Towns, the County, Tribes, and for -profit developers. Consolidated Homeless Grant Incentive Program If this program is implemented for 2014, eligible recipients for Incentive Funds will be determined by WA State legislative action and WA Commerce Program Guidelines. Funding Priorities Each grant program in the Coordinated Application has different funding priorities. Some of these priorities are based on legislated mandate, and others are derived through community input CDBG and HOME The priorities for CDBG and HOME funds are outlined in the 2011 -2015 City of Bremerton and Kitsap County Consortium Consolidated Plan. The five priority need areas identified in the Plan are: 1 Housing 2 Non - Homeless Special Needs Housing 3. Homeless 4 Community Development 5 Economic Development The Plan provides objectives and strategies for how our community will meet the Priority Needs and will be used to guide funding allocations; all projects must meet at least one objective and strategy The 2011 -2015 City of Bremerton and Kitsap County Consortium Consolidated Plan may be viewed at http. / /www ci bremerton wa us /displayphp ?id =790 htto / /www.kitsapgov com /hr /block grant program /block grant program htm More information about funding priorities may also be found in the City of Bremerton /Kitsap County CDBG /HOME Policy Plan. Affordtle URusing Grant Program and Homeipgic Hous firant Program The Affordable Housing Grant Program and Homeless Housing Grant Program funding priorities are determined annually through a collaborative process of the Kitsap Continuum of Care Coalition and the Kitsap Housing Funders Leadership Group, and approved by the Kitsap Regional Coordinating Council. 2014 Coordinated Notice of Funding Availability 6 AHGP priorities are determined by type of housing allowed in the legislation. HHGP priorities must be consistent with the Kitsap Homeless Housing Plan. The priorities may also be viewed at the KRCC's website after May 29, 2013 at: http / /www kitsapregionalcouncd org /housing cga php 2014 Coordinated Notice of Funding Availability 7 2014 Funds Available CDBG and HOME programs are federally funded through the Department of Housing and Urban Development. Funding levels are determined by HUD after the Federal Budget is finalized, which often occurs after the program year has begun Kitsap County and the City of Bremerton estimate funding levels in order to start the grant application process; therefore, funding amounts shown in the table below are estimate If HUD allocates a different amount to these programs than what was estimated, actual funding awards will be increased or decreased to accommodate the discrepancy. We anticipate cuts to 2014 program funding. The Affordable Housing Grant Program and the Homeless Housing Grant Program grant funds are considered local funds. Washington State legislation created a surcharge on certain types of documents being recorded at the Auditor's Office in each county. A portion of the funds collected is remitted to Washington State for distribution through statewide housing & homeless programs. The portion of the funds that remains in each county is used to further the goals of the legislation through local grant programs. In Kitsap, these are the Affordable Housing Grant Program and the Homeless Housing Grant Program. Funds for each grant cycle are collected in advance; therefore grant award amounts are final. Consolidated Homeless Grant Incentive Program funds may be available, pending WA legislative action and WA Commerce Program Guidelines. For 2014, the minimum grant request is $10,000. All grants will be made for one year only (no forward commitments). The following table shows an overall view of the total estiinated amount of funds available in this application cycle by the application type and funding sources. Application Type Amount of Funds Available Funding Sources Public Services and Operations $173, 504 Bremerton /Kitsap CDBG & Maintenance Capital $1 Bremerton /Kitsap CDBG & HOME Flexible Funding (could be any $1,525,000 Homeless Housing Grant Program, of the above ap plication ty pes) Affordable Housing Grant Pro g ram Total $2,945,288 All funding sources The tables on the following pages give a more detailed view by ]unsdicdon and funding source; showing the estimated amount of funds available as well as the proposed distribution of those funds. 2014 Coordinated Notice of Funding Availability g 2014 Proposed Distribution of City of Bremerton CDBG Funds Estimate of 2014 Entitlement 377,497 Tentative Program Income Available 0 Total Entitlement + PI 377,497 Reallocated Funds Prior Year 6 Total Available for Allocation 377,497 Estimated Allocation of 2013 CDBG Funds Available for 2014 Planning and Admin (20% of entitlement + PI) 75,499 Available for 2014 Public Service (15% of entitlement + 15% prior year PI) 56,625 Available for Capital Projects 200,836 Available for Down- Payment Assistance 20,000 Available for Econom Development Projects _ _ _ 24,537 Subtotal - Available for grant appllcabons 301,9981 Total Allocation of funds 377,497 2014 Proposed Distribution of City of Bremerton HOME Funds Estimated Funding Available for the 2014 HOME Allocation Process Prior Year Uncommitted HOME Allocation 0 2014 Program Income 10,000 2014 HOME Allocation - EN projected 228,575 Total HOME Allocation Available - by Source 238,575 Estimated Allocation of 2013 HOME Funds Available for 2014 Planning and Administration (10% 2014 award + 10 PI) 23,858 Available for CHDO Project (15% of 2014 award) 34,286 Available for Down- Payment Assistance 30,000 Available for any HOME Project _ 150,431 Subtotal - Available for grant applicalrons 214,7181 Total Allocation of Funds 238,575 2014 Proposed Distribution of Kitsap County CDBG Funds Estimated Funding Available for the 2014 CDBGAllocation Process Estimate of 2014 Entitlement 779,200 Tentative Program Income Available 10,000 Total Entitlement + PI 789,200 Reallocated Funds Prior Year 0 Total Available for Allocation 789,200 Estunated Allocation of 2014 CDBG Funds Available for 2014 Planning and Admin (20% of entitlement + PI) 157,840 Set -aside Capital for Housing IG sap's returned Program Income 8,000 Available for 2014 Public Service (15% of entitlement) 116,880 Available for Capital Projects 455,832 Available for Economic_ Development _50,648 Subtotal - A vailable for GrantApplicabons � 623,360 Total Allocation of Funds 789,200 2014 Coordinated Notice of Funding Availability 9 2014 Proposed Distribution of Kitsap County HOME Funds Estimated Funding Available for the 2014 HOME Allocation Process Estimate of 2014 HOME Allocation - EN projected 505,747 2014 Program Income 58,045 Total HOME Allocation Available - by Source 563,792 Estimated Allocation of 2014 HOME Finds City of Bremerton Set -aside 224,552 Available for 2014 Planning and Administration (10% 2014 EN + PI) 33,925 Housing I(i sap Downpayment Program Income Set -aside 13,500 Available for CHDO Project (15% of 2014 entitlement) 42,179 Available for any HOME Project _ 249,636 ,Subtotal - Available for aantAppllcabons 291,815 i Total Allocation of Funds 563,792 2014 Proposed Distribution of Affordable Housing Grant Funds Estimated Funding Available for 2014 AHGP Allocation Process 2014 AHGP - Turn -Back Funds $TBD 2014 AHGP - Funds collected July 1, 2012 - June 30, 2013 (estimated) 275,000 Total AHGP Allocation Available 275,000 Available for any AHGP Project 275,000 Total Allocation of Funds 275,000 2014 Proposed Distribution of Homeless Housing Grant Funds Estimated Funding Available for 2014 HHGP Allocation Process 2014 HHGP - Turn -Back Funds $TBD 2014 HHGP - Comtinuum of Care Coalition Activities Set -Aside $TBD 2014 HHGP - Coordinated Entry Set -Aside $TBD 2014 HHGP - Funds collected July 1, 2012 - June 30, 2013 (estimated) 1,250,000 Total HHGP Allocation Available 1,250,000 Available for any HHGP Project 1,250,000 Total Allocation of Funds 1,250,000 2014 Proposed Distribution of Consolidated Homeless Grant Incentive Program Estimated Funding Available for 2014 CHGIP Allocation Process 2014 System of Care Incentive Funds $TBD 2014 Permanent Supportive Housing Incentive Funds $TBD Total CHGIP Allocation Available $TBD Available for any CHGIP Project $TBD Total Allocation of Funds $TBD 2014 Coordinated Notice of Funding Availability 10 How to Access and Submit Application Online Application will be available beginning Thursday, June 6, 2013. No other method of application will be accepted. You will need a computer with internet capability in order to access the application website. Application web address will be posted on the City, County and KRCC websites, and information will be sent to the Coordinated Grant e-mail list. Application submission deadline is 3uly 10, 2013 at NOON Where to Submit Applications An application is considered complete if it meets the following criteria: • The applicant has attended the mandatory technical assistance session on May 30, 2013. • Application submitted ONLINE via Review Room • Application submitted ON TIME (July 10, 2013 at noon) • All required application questions /sections are completed in an adequate manner. Assistance with the Application A Mandatory Technical Assistance Session will be held at on May 30, 2013, gam in the Norm Dicks Government Center 1s Floor Meeting Chambers. One -on -One Technical Assistance may be scheduled through July 9, 2013 by contacting the staff listed in the front of this notice. Application Technical Assistance with the online application host, Review Room, will be available during the application period (June 6 - July 10) through the application site. Application Review and Rating Process This is a competidve application process for limited funding; Therefore, applications that meet all criteria are not guaranteed an award of funds and successful applications may be funded for less than the amount requested Applications meeting the requirements will be disqualifed from consideration for funding and will not move any further Lfirough the procesm Written nodce will be sent to the disqualified Applicant All applications will go through the following review and rating process. 1. Initial Eligibility Screening a. Application is complete b Applicant meets eligibility requirements as of the application due date. c. Project or activity is an eligible use of funds. 2 Staff Technical Review a. Organizational Financial Review - Accountants from the City/County will review for Agency financial soundness b. Omarnzational Capacity - Staff will review the capacity of the agency to manage grants based on previous grant performance, board makeup, organizational structure (including 2014 Coordinated Notice of Funding Availability 11 staffing), organizational data, etc. c. Project Prior& Review — Staff will review project goals and population served for alignment with the Funding Priorities. 3. Grant Recommendation Committee (GRC) - The committee will make funding decisions using the following process: a. Review and evaluate each application using review and scoring guides. b. Conduct interviews with each applicant, review responses using review and scoring guides. • Non - capital interviews (services, O&M, microcredit ED, CHDO operating) will be 20 minutes in length which includes 10 minute agency presentation and 10 minute question /answer • Capital interview will be 35 minutes in length which includes 15 minute agency presentation and 20 minute question /answer. • Interview length for agencies with multiple submissions of the same type (non - capital, for example), may be shortened. c. Assign a priority ranking and recommended funding level to all projects. d. Staff matches ranking with available and appropriate funding sources. e. GRC finalizes recommendations and sends to the KRCC and the Bremerton City Council. 4. Bremerton City Council and Kitsap Regional Coordinating Council — Public hearings to consider the Grant Recommendation Committee recommendations will be held before the Bremerton City Council and the Kitsap Regional Coordinating Council. Those two Boards will make the final funding approval 5. Approved funding recommendations which include Federal funds are send to HUD for approval in the annual Action Plan. Grant Recommendation Committee (GRC) The Grant Recommendation Committees review and recommend funding for the Coordinated Grant Application GRC members read applications, review agency and financial capacity analyses, conduct applicant interviews, score, rank and develop funding recommendations. Recommendations are then presented to the Bremerton City Council and Kitsap Regional Coordinating Council, which make final funding decisions GRC volunteers are selected based on their knowledge of the community's needs and willingness to donate their time to GRC activies. GRC members must demonstrate the specific skills, qualifications and background needed to evaluate applications and recommend funding, such as: Affordable housing Grant writing or grant management experience Architechture and planning Homeless programs Compliance monitoring Housing development Practical experience with HUD Mortgage lending Construction project management Non -profit community service provider experience Economic development Project management experience Finance and accounting Real estate 2014 Grant Ptecommendation CoMmi= Makmw There are two Grant Recommendation Committees. "Services ", and "Capital ". Each committee has eight members, and members are appointed to two -year, staggered terms. Within each committee, members are assigned to a team to review and rate a subset of the grant applications submitted. Each application is reviewed by a minimum of 4 GRC members Each application is assigned a lead GRC member, and the lead provides additional information to the GRC members who did not review the project. All GRC members take part in the Applicant interviews. GRC positions are filled by appointment. The Mayor of the City of Bremerton appoints two members to 2014 Coordinated Notice of Funding Availability 12 I each committee, Kitsap County Commissioners appoint three members to each committee, and the cities of Bainbridge, Port Orchard and Poulsbo appoint one member each to each committee. HUD Income Limits 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 December, 2012 is $73,100 for a four - person household. HUD updates income limits annually each December. The most up -to -date income limits will apply to all CDBG and HOME funded projects. They may be found at www huduser org Median Family Income Bremerton- Silverdale MSA; Effective December, 2012 NUMBER IN EXTREMELY VERY LOW 60% MFI LOW INCOME HOUSEHOLD LOW INCOME INCOME (31% (51 - 80 0 /0 (BELOW 30% - 50 0 /6 MFI *) MFI *) MFI *) 1 $15,400 $25,600 $30,720 $40,950 2 $17,600 $29,250 $35,100 $46,800 3 $19,800 $32,900 $39,480 $52,650 4 $21,950 $36,550 $43,860 $58,500 5 $23,750 $39,500 $47,400 $63,200 6 $25,500 $42,400 $50,880 $67,900 7 $27,250 $45,350 $54,420 $72,550 8 $29,000 $48,250 $57,900 $77,250 *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 December, 2012 2014 Coordinated Notice of Funding Availability 13 If Your Agency is Awarded Funds If your project/program is awarded funding, you will need to understand and follow the regulatory requirements associated with each of the funding sources. Please refer to the following documents for guidance: • Bremerton /Kitsap County CDBG /HOME Policy Plan ( htta:/ /www ci bremerton.wa.us /display php =864 • Bremerton /Kitsap County CDBG /HOME Guidebook ( http: / /www kitsapgov.com /hr /block grant program /block grant program htm • AHGP, HHGP and CHGIP Policy Plan ( http / /www kitsapregionalcouncd org /housing cga php) Things you should know. 1 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 Block Grant staff to discuss Federal regulations. • In addition to the rules and requirements of HOME and CDBG, there are several additional broad Federal rules that must be followed including rules surrounding non - discrimination and equal access, employment, contracting and procurement, environmental requirements, record keeping and financial controls. 2. Contracting • Your agency will be required to enter into a contract with the jurisdiction providing the funding, either the City of Bremerton, Kitsap County or Kitsap Regional Coordinating Council. • The City of Bremerton and Kitsap county manage their CDBG and HOME contracts separately. However, for both jurisdictions, the following applies: • Public Service contracts may begin incurring costs at the start of the contract year. • Capital contracts must receive a notice to proceed before costs can be incurred. • Contracts for federal funds operate on a reimbursement basis. • The Kitsap Regional Coordinating Council (KRCC) manages the grant contracts for awards from the Affordable Housing Grant Program and the Homeless Housing Grant Program, in partnership with the Kitsap County Auditor's Office. • The Auditor's Office uses information provided by the KRCC Grant Program Manager to issue contracts to grantees. • The KRCC Grant Program Manager monitors grantees and approves reimbursement requests. • The program year begins January 1, 2014 o NOTE: If you are a recipient of federal funds you may not receive a contract until mid -year, based on when the federal budget is approved and when the City/County receive a contract from HUD Depending on your project, your contract term may coincide with the program year start date 3. Reporting Requirements • Quarterly Reports It is your responsibility to submit quarterly performance and demographics reports, beginning January 1, 2014. Reports are to be submitted to each funding agency you are under contract with. • HMIS Reporting Homeless projects /programs will be required to report in the Homeless Management and Information System (HMIS) system in addition to any other required quarterly reports For further information about HMIS, please consult the HHGP Policy Plan. 2014 Coordinated Notice of Funding Availability 14� AGENDA BILL 7A CITY OF BREMERTON CITY COUNCIL ■■ eaeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeee SUBJECT: Introduction of proposed Special Meeting Date May 29, 2013 ordinance creating Chapter 5 06 of the COUNCIL MEETING Date June 5, 2013 Bremerton Municipal Code (BMC) entitled Department City Attorney's Office "Rental Property Registration" Presenter Roger Lubovich Phone 473 -2345 SUMMARY There are residential tenants within the City of Bremerton living in residences that are substandard and potentially dangerous to their health and safety Substandard rental housing also has a harmful effect on the value of nearby housing, and creates an environment which creates an increased demand upon City services and thereby adversely affecting the health, safety, and welfare of the citizens of the City of Bremerton The proposed ordinance establishes procedures related to the registration and inspection of rental dwelling units ATTACHMENTS Outline, Proposed Ordinance FISCAL IMPACTS (Include Budgeted Amount) STUDY SESSION AGENDA ❑ No Discussion 0 Full Presentation STUDY SESSION ACTION. ❑ Consent Agenda 0 General Business ❑ Public Hearing RECOMMENDED MOTION No action to be taken Info only item COUNCIL ACTION. ❑ Approve ❑ Deny ❑ Table ❑ Continue ❑ No Action Form Updated 11/02/12 Rental Property Registration Ordinance Outline The proposed Rental Property Registration ordnance requires the following from owners of rental properties I. Registration Any person renting or making available for rent to the public any dwelling unit that requires a general business license pursuant to Chapter 5 02 BMC shall, annually with the General business license application or renewal, (1) Register each dwelling unit, (2) Provide the City with the name and contact information of a local person or entity as a point of contact for the properties if the owner does not maintain a local residence or a place of business and a secondary emergency point of contact (3) Provide an email or mailing address or other method of contact for participation in the Police Department's Landlord Notification Program for notice of police activity on the rental property, and (4) File with and as part of the registration a declaration of compliance that each dwelling unit complies with Section RCW 59 18 060 of the Landlord Tenant Act II. Certificate of inspection In the event the owner does not or cannot cure a violation or obtain an approved plan within the required time period stated in the correction notice by the code enforcement officer and a notice of violation is issued scheduling a hearing before the Administrative Hearing Examiner pursuant to BMC 104 080 and a hearing is held, the City may, (1) Request, as part of any order, that the owner obtain a Certificate of Inspection by a qualified inspector for the subject rental property The dwelling unit or units of the rental property to be inspected and the extent of the inspection shall be as required by the Administrative Hearing Examiner's order III. Penalties Penalties for failure to register and obtain a certificate of inspection when required R \ Legal \Legal \Ordinances \Community Development \Rental Property Registration \Rental Property Registration Ordinance Outline docx DRAFT 5 -31 -13 ORDINANCE NO. AN ORDINANCE of the City Council of the City of Bremerton, Washington, creating new Chapter 5 06 BMC entitled "Rental Property Registration" providing for the registration and inspection of rental dwelling units WHEREAS, the City Council of the City of Bremerton has determined that there are residential tenants within the City of Bremerton living in residences that are substandard and potentially dangerous to their health and safety, and WHEREAS, substandard rental housing also has a harmful effect on the value of nearby housing, and WHEREAS, substandard rental housing also creates an environment which creates an increased demand upon City services and thereby adversely affecting the health, safety, and welfare of the citizens of the City of Bremerton, NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF BREMERTON, WASHINGTON, DOES HEREBY ORDAIN AS FOLLOWS SECTION 1. A new chapter, Chapter 5 06 of the Bremerton Municipal Code entitled "Rental Property Registration " is hereby adopted to read as follows Chapter 5.06 RENTAL PROPERTY REGISTRATION 5.06.010 PURPOSE. The City Council finds that rental housing is a valuable community asset, providing homes for all income levels Additionally, the City Council finds that there exists rental housing in the City that are below the minimum building standards and appear to violate RCW 59 18 060 of the Residential Landlord- Tenant Act and that such substandard conditions constitute a public nuisance As a result, to ensure the public health, safety, and welfare of its citizens and the maintenance of quality rental housing in the City, this code establishes a program to prevent and correct conditions in residential rental units that adversely affect or are likely to adversely affect the health, safety, and welfare of the public It is the purpose of this section to assure that rental housing within the City is actively operated and maintained in compliance with RCW 59 18 060 5.06.020 DEFINITIONS. "BMC" means Bremerton Municipal Code "Building Code" means, the City Building Code set forth in Chapter 17 04 BMC "Certificate of Inspection" means a certificate made in accordance with the requirements of RCW 9A 72 085 by a qualified inspector on forms provided by the City that states that the owner of rental property has not failed to fulfill any substantial obligation 1 Rental Property Registration DRAFT 5 -31 -13 imposed under RCW 59 18 060 of the Landlord Tenant Act, as defined in this section, that endangers or impairs the health or safety of a tenant "Code enforcement officer" means code enforcement officer as defined in Chapter 104 BMC "Declaration of Compliance" means an unsworn statement, declaration, verification, or certificate made in accordance with the forms provided by the City that each dwelling unit complies with 59 18 060 of the Landlord Tenant Act as defined in this section, as currently enacted and hereinafter amended, and does not present conditions that endanger or impair the health or safety of the tenants "Director" means the Director of Community Development or designee as applicable and any other department director authorized by the Mayor to enforce this chapter, or their designee, including, but not limited to, code enforcement officer, building official and other designated City official "Dwelling unit" means any structure or part of a structure which is used as a home, residence, or sleeping place by one or more persons maintaining a common household, including but not limited to single - family residences, a room, rooming units, units of multiplexes, condominiums, apartment buildings, and mobile homes "Fire Code" means, the City Fire Code set forth in Chapter 18 02 BMC "Landlord" means the owner, lessor, or sublessor of the dwelling unit or the property of which it is a part and in addition means any person designated as representative of the landlord having an interest in and /or responsible for the management of the rental property "Landlord Tenant Act" means the Residential Landlord - Tenant Act set forth in Chapter 59 18 RCW, as currently enacted and hereinafter amended "Owner" means one or more persons, jointly or severally, in whom is vested all or any part of the legal title to rental property or all or part of the beneficial ownership and a right to present use and enjoyment of the property "Person" means an individual, group of individuals, corporation, government, or governmental agency, business trust, estate, trust, partnership, or association, two or more persons having anoint or common interest, or any other legal or commercial entity "Qualified inspector" means a United States Department of Housing and Urban Development - certified inspector, a Washington State - licensed home inspector, an American Society of Home Inspectors - certified inspector, a private inspector certified by the National Association of Housing and Redevelopment Officials, the American Association of Code Enforcement, International Code Council certified inspector, or other comparable professional association as approved by the Director of Community Development, a Washington - licensed structural engineer, or a Washington - licensed architect An "owner" as defined in this section is not eligible to act as a qualified inspector "RCW" means Revised Code of Washington "RCW 59 18 060 of the Landlord Tenant Act ", means, for the purpose of this chapter, subsections RCW 59 18 060(1) through RCW 59 18 060(10), as currently enacted or hereinafter amended, which provides as follows (1) Maintain the premises to substantially comply with any applicable code, statute, ordinance, or regulation governing their maintenance or operation, which the legislative body enacting the applicable code, statute, ordinance or regulation could enforce as to the premises rented if such condition endangers or impairs the health or safety of the tenant, (2) Maintain the structural components including, but not limited to, the roofs, floors, walls, chimneys, fireplaces, foundations, and all other structural 2 Rental Property Registration DRAFT 5 -31 -13 components, in reasonably good repair so as to be usable, (3) Keep any shared or common areas reasonably clean, sanitary, and safe from defects increasing the hazards of fire or accident, (4) Provide a reasonable program for the control of infestation by insects, rodents, and other pests at the initiation of the tenancy and, except in the case of a single - family residence, control infestation during tenancy except where such infestation is caused by the tenant, (5) Except where the condition is attributable to normal wear and tear, make repairs and arrangements necessary to put and keep the premises in as good condition as it by law or rental agreement should have been, at the commencement of the tenancy, (6) Provide reasonably adequate locks and furnish keys to the tenant, (7) Maintain all electrical, plumbing, heating, and other facilities and appliances supplied by him or her in reasonably good working order, (8) Maintain the dwelling unit in reasonably weathertight condition, (9) Except in the case of a single- family residence, provide and maintain appropriate receptacles in common areas for the removal of ashes, rubbish, and garbage, incidental to the occupancy and arrange for the reasonable and regular removal of such waste, (10) Provide facilities adequate to supply heat and water and hot water as reasonably required by the tenant "Rental property" or "property" means all residential dwelling units rented or leased on a contiguous parcel or parcels of land managed by the same landlord as a single rental complex "Tenant" is any person who is entitled to occupy a dwelling unit primarily for living or dwelling purposes with or without a rental agreement 5.06.030 REGISTRATION AND DECLARATION REQUIRED. (a) General Business License Required No person shall make available for rent, lease, or let, to any person a "dwelling unit" as defined in BMC 5 06 020 above without securing and maintaining a current annual general business license as required by Chapter 5 02 BMC entitled "General Business Licenses" (b) Registration and Declaration of Compliance Any person renting or making available for rent to the public any dwelling unit that requires a general business license pursuant to Chapter 5 02 BMC shall, annually with the General business license application or renewal, (1) Register each dwelling unit, (2) Provide the City with the name and contact information of a local person or entity as a point of contact for the properties if the owner does not maintain a local residence or a place of business If the owner maintains a local residence or place of business, provide the name and contact information of a secondary emergency point of contact which does not have to be local For purposes of this subsection, local means within sixty (60) road /driving miles from the subject property or within thirty (30) road /driving miles from the Washington State ferry terminal located in downtown area of the City of Seattle, (3) Provide an email or mailing address or other method of contact as approved by the Bremerton Police Department for participation in the department's Landlord Notification Program for notice of police activity on the rental property, and (4) File with and as part of the registration a declaration of compliance as defined in BMC 5 06 020 above that each dwelling unit complies with RCW 59 18 060 of the Landlord Tenant Act and does not present conditions that endanger or impair the health or safety of the tenants (c) Conditions of Issuance Issuance of the general business license shall require, (1) Registration of dwelling units and providing the name of a local contact person or entity as required in BMC 5 06 030(b) above, 3 Rental Property Registration DRAFT 5 -31 -13 (2) Submission of a declaration of compliance as required in BMC 5 06 030(b) above or, as applicable, submission of certificate of inspection if required by BMC 5 06 040 below, (3) Payment of applicable fees, and (4) Compliance with this chapter (d) Suspension or Revocation Any general business license issued under Chapter 5 02 BMC may be suspended or revoked for any violation of this chapter by the licensee, or his or her agents or employees pursuant to BMC 5 02 180 5.06.040 VIOLATIONS AND INSPECTIONS. To ensure compliance with RCW 59 18 060 of the Landlord Tenant Act related to conditions of rental housing, the following shall apply (a) Pending Violation — Correction Notice Whenever the City is provided notice of a violation of the Building Code, the Fire Code, and /or violations of any other applicable City code or state law exists which endangers or impairs the health or safety of a tenant, the City code enforcement officer shall issue a correction notice to the owner pursuant to Chapter 104 BMC Notice to the City of the violation may be provided as a result of a pending code enforcement proceeding or other similar action on rental property, an on -site visit by a City official, or by any other means The owner shall cure the violation in the time period as requested by the code enforcement officer or provide a plan acceptable to the City to bring the property into compliance with RCW 59 18 060 for any existing violation (b) Notice of Violation - Hearing In the event the owner does not or cannot cure the violation or obtain an approved plan within the required time period stated in the correction notice, a notice of violation shall be mailed or otherwise served to the owner scheduling a hearing before the Administrative Hearing Examiner pursuant to BMC 104 080 (c) Certificate of Inspection — Required In the event a hearing is held before the Administrative Hearing Examiner and an order is issued requiring the owner to cure the violation, the City may request, as part of the order, that the owner obtain a Certificate of Inspection pursuant to this section The Certificate of Inspection must be provided by a qualified inspector for the subject rental property to ensure full compliance with the order and with RCW 59 18 060 of the Landlord Tenant Act and does not present conditions that endanger or impair the health or safety of a tenant The dwelling unit or units of the rental property to be inspected and the extent of the inspection shall be as required by the Administrative Hearing Examiner's order (d) Filing of Certificate of Inspection The certificate of inspection shall be filed with the City by the date and upon the conditions required by the Administrative Hearing Examiner's order If a qualified inspector, other than a City code enforcement officer, performs the inspection and a selected unit or units of the rental property fails the initial inspection, both the results of the initial inspection and any certificate of inspection must be provided to the City (e) False Reporting — Misdemeanor Any person who knowingly submits or assists in the submission of a falsified declaration of compliance or certificate of inspection is guilty of a misdemeanor pursuant to BMC 1 12 020(2) Any inspector convicted of, admitting to or submitting a falsified certificate of inspection, will no longer be a qualified inspector as defined under BMC 5 06 020 above (f) Notice of Inspection to Tenant Notice to Tenant of an inspection shall be provided as follows 4 Rental Property Registration DRAFT 5 -31 -13 (1) Landlord shall provide written notification of his or her intent to enter an individual unit for the purposes of providing the City a certificate of inspection in accordance with RCW 59 18 150(6) of the Landlord Tenant Act The written notice must indicate the date and approximate time of the inspection and the company or person performing the inspection, and that the tenant has the right to see the inspector's identification before the inspector enters the individual unit A copy of this notice must be provided to the inspector upon request on the day of inspection (2) A tenant who continues to deny access to his or her unit is subject to RCW 59 18 150(8) of the Landlord Tenant Act 5.06.050 INSPECTION FINDINGS — REVIEW AND APPEAL. (a) Administrative Review of Findings If a rental property owner does not agree with the findings of an inspection performed by a qualified inspector, as defined under this section, the property owner may request an administrative review by the Director by filing a written request with the Department of Community Development within fourteen (14) calendar days of the inspection or may file a direct appeal to the Administrative Hearing Examiner pursuant to BMC 5 06 060 below The request shall state in writing the reasons the Director should review the findings Failure to state the basis for the review in writing shall be cause for dismissal of the review Upon receipt of the request for administrative review, the Director shall review the information provided In lieu of filing an appeal with the Director, an appeal may also be made directly to the Administrative Hearing Examiner pursuant to subsection (c) below within thirty (30) calendar days of the inspection (b) Decision of Director After considering all of the information provided, including information from the code enforcement officer and the City Attorney, or his or her designee, the Director shall affirm, or modify the findings of inspection The Director's decision shall be delivered in writing to the appellant by first -class mail, email or hand delivery (c) Administrative Appeal Appeals of the Decision resulting from the Director's review shall be made to the Administrative Hearing Examiner pursuant to BMC 5 06 060 below 5.06.060 ADMINISTRATIVE APPEALS. (a) Administrative appeals may be filed as follows (1) General Business License Revocation or denial of a general business license issued pursuant to Chapter 5 02 BMC may be appealed as provided in BMC 5 02 180 (2) Penalties, Directors Decision and Findings of an Inspection The assessment of penalties pursuant to BMC 5 06 070 below, a decision of the Director pursuant to BMC 5 06 050(b) above and the findings of an inspection performed by a qualified inspector pursuant to BMC 5 06 040(c) above ( "administrative determination ") may be appealed using the appellate procedures set forth in this section (b) Any applicant or licensee may, within fourteen (14) calendar days from the date notice of the administrative determination was mailed to the applicant or licensee, appeal such administrative determination by filing a written notice of appeal setting forth the grounds therefor with the Administrative Hearing Examiner pursuant to Chapter 2 13 BMC A filing fee as set forth in Chapter 3 01 BMC, Community Development — Rate Table C, shall be submitted with the appeal, which filing fee is required to process the appeal The hearing shall be conducted in accordance with the procedures for hearing contested cases set out in Chapter 2 13 5 Rental Property Registration DRAFT 5 -31 -13 BMC After the hearing thereon the Administrative Hearing Examiner shall, after appropriate findings of fact, and conclusions of law, affirm, modify, or overrule the denial or revocation and order issuance or reinstatement of the license, and may impose any terms thereupon (c) No renewal or revocation of a license or other administrative determination issued pursuant to the provisions of this chapter shall take effect until fourteen (14) calendar days after service of the notice thereof by the Director, and if the appeal is timely filed, the administrative determination shall be stayed pending final action by the Administrative Hearing Examiner All licenses which are revoked shall be surrendered to the City on the effective date of such revocation (d) The decision of the Administrative Hearing Examiner shall be final The applicant or licensee and/or the City may seek review of the decision by the Superior Court of Washington in and for Kitsap County within twenty -one (2 1) calendar days from the date of the decision If review is sought as herein prescribed the renewal or revocation shall be stayed pending final action by the Superior Court (e) When revoked, the license shall be canceled and immediately surrendered to the Director Upon revocation of any license as provided in this chapter, no portion of the license fee shall be returned to the licensee (f) Upon denial or revocation, the person whose application was denied or license revoked shall not be granted a license for a business, upon any new application that may be made, for a period of ninety (90) calendar days from date of denial or revocation and further, no license shall be issued until such person cures any defaults that resulted in the denial or revocation 5.06.070 VIOLATIONS AND ENFORCEMENT. Violations of this chapter constitute a public nuisance and may be enforced, in addition to the provisions of this chapter, pursuant to the Building Code, the Fire Code, Chapter 9 92 BMC, Chronic Nuisance Properties, Title 6 BMC, Health and Sanitation and /or any other applicable City code or state law In the event of a violation of the provisions of this chapter, the City may take the following action (a) Remedies If the City finds that any person, firm or entity fails to register a rental dwelling unit as required herein, file the required certificate of inspection as applicable and /or violates any other provision of this chapter, the City may take any one or more of the following actions to remedy the violation (1) Impose a civil penalty as set forth in Chapter 3 01 BMC, Community Development — Rate Table C, and /or (2) Revoke or deny the General Business License issued or required pursuant to Chapter 5 02 BMC (b) Code Enforcement In addition to the remedies set forth in BMC 5 06 070(a) above, any violation of any provision of this chapter constitutes a civil violation under Chapter 104 BMC for which a monetary penalty may be assessed and abatement and /or enforcement may be required as provided therein SECTION 2. Effective Date of Chapter S 06 BMC The provisions of Chapter 5 06 BMC set forth in Section 1 above shall take effect and be in force January 1, 2014 6 Rental Property Registration DRAFT 5 -31 -13 SECTION 3. Severability If any one 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 4. 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 7 2013 GREG WHEELER, Council President Approved this day of ' 2013 PATTY LENT, Mayor ATTEST APPROVED AS TO FORM SHANNON CORIN, City Clerk ROGER A LUBOVICH, City Attorney PUBLISHED the day of , 2013 EFFECTIVE the day of , 2013 ORDINANCE NO R \Legal \Legal \Ordinances \Community Development\Rental Property Registration \Rental Property Registration4 - 2013 doe 7 Rental Property Registration Chapter 5.06 BMC Rental Property Registration MUD Registration • Registration requirement applies to any person renting or making available for rent any dwelling unit that requires a General business license pursuant to Chapter 5.02 of the BMC. • Shall annually, with the General business license application or renewal: Registration (continued) • i) Register each dwelling unit, • a) Provide the City with the name and contact information of a local person or entity as a point of contact for the properties if the owner does not maintain a local residence or a place of business. Registration (continued) • 3) Provide an email or mailing address or other method of contact for participation in the Police Department's Landlord Notification Program for notice of police activity on the rental property, and • 4) File with and as part of the registration a declaration of compliance that each dwelling unit complies with Section RCW 59.18.o6o of the Landlord Tenant Act. Declaration of Compliance • Forms to be provided by the City • Completed by licensee • Each dwelling unit complies with Section RCW 59•i8.o6o of the Landlord Tenant Act. Certificate of Inspection • May be required if ordered by the Administrative Hearing Examiner • Forms to be provided by the City • Shall be completed by a Qualified Inspector • Dwelling unit complies with Section RCW 59.i8.o6o of the Landlord Tenant Act. ..... ..... ..... emedies • False Reporting - Submission of a falsified declaration of compliance or certificate of inspection is a misdemeanor. • Civil Penalties - Chapter 3.o1 BMC, Community Development - Rate Table C • Revoke or deny the General Business License issued or required pursuant to Chapter 5.02 BMC Code Enforcement - Civil violation under Chapter 1 . 0 4 BMC for which a monetary penalty may be assessed and abatement and/or enforcement may be required as provided therein. Effective Date Effective date of Chapter 5.o6 BMC: - January 1, 2014 645 4th ST Sume #204 Bremerton, WA 98337 Nx 3 360479-1683 1 PUGET RENTAL OWNERS ASSOCIATION Enact MOA@gwe mite net Officers 2013 President: June 5, 2013 Vim President. To Mayor Patty Lent and honorable city council members, Connie DOmmel bnttbran @hotmaiLcom On behalf of the Puget Rental Owners Association (PROA) membership we are pleased 360- 377 -7850 to endorse the subject ordinance for the following reasons Treasurer: Jun Adnan 1) It expands the landlord notification program. PROA worked with Andy Oakley over cnjadnan @comcasLnet 5 years ago to develop this program and continues to market it to all landlords. A land - 360.509 -1717 lord should know if there are public safety calls to their property This is a unique and Secretary: model program developed in Bremerton. 2) It requires all licensed landlords to certify their buildings are in compliance with the Directors: landlord tenant act. PROA considers that all landlords should be in compliance with those requirements especially those aspects dealing with life safety. It will also act as a Jim Weber gentle reminder to some landlords who may not be aware there is a landlord tenant law. worldwide4l @yahoo coin 360 - 307 -0484 3) It requires all landlords to identify all their properties on the business license applica- Jerry VanFossen tion The city should know who is responsible for properties in their jurisdiction This vanfossegier@aol.com will also facilitate a more comprehensive use of the landlord notification program, and 360 - 692 -5871 provide the city the means to notify property owner's of problems rapidly. Monica Bernhard 4) There is a reasonable although potentially tough sanction for landlords who refuse to mbernhard@kcr org 360. 473 -2150 bring their units into basic health and safety standards relating to the landlord tenant law. PROA considers all landlords should comply with the law and be responsive to city offi- Kurt Wiest caals when required to do so. Bad landlords are bad for our business. kwiest@brancumhousin & org 360 - 616 -7240 5) The ordinance does not place an unfair burden on good landlords who "play by the Jun Hcndcrson rules" Jim@landlordsolutionsinc.com 253- 396 -0010 PROA considers it is in all of our best interest to have good quality housing in our com- Chrysztyna Rowek Peny munity and to assure all landlords follow the rules. That has been part of our core mis- chrystyna@11gMhousecove com sion for over 35 years We are looking forward to working with the city in a collabora- 360 -698 -3829 tive manner on future housing issues. Sincerely, Connie Dummel Acting President OWNERS PROA s n -r a 0 AGENDA BILL CITY OF BREMERTON 78 CITY COUNCIL SUBJECT Ordinance No 5216 creating Study Session Date May 22, 2013 Chapter 10 08 of the Bremerton Municipal COUNCIL MEETING Date June 5, 2013 Code entitled "Impoundment of Vehicles " Department City Attorney's Office Presenter Roger Lubovich Phone 473 -2345 SUMMARY- The proposed ordinance creates a new chapter relating to impoundment of vehicles and establishes mandatory retention periods for vehicles impounded due to violations of driving while license is suspended or revoked in the first or second degree ATTACHMENTS- Proposed Ordinance /VO. 5a- /f, FISCAL IMPACTS (Include Budgeted Amount) None STUDY SESSION AGENDA ❑ No Discussion N Full Presentation STUDY SESSION ACTION. ❑ Consent Agenda Nx General Business ❑ Public Hearing RECOMMENDED MOTION- Move to pass Ordinance No 5216 creating Chapter 10 08 of the Bremerton Municipal Code entitled "Impoundment of Vehicles COUNCIL ACTION: ❑ Approve ❑ Deny ❑ Table ❑ Continue ❑ No Action Form Updated 11/02/12 ORDINANCE NO. 5216 AN ORDINANCE of the City Council of the City of Bremerton, Washington, creating Chapter 10 08 of the Bremerton Municipal Code entitled "Impoundment of Vehicles " WHEREAS, the City Council desires to create a new chapter, Chapter 10 08 of the Bremerton Municipal Code, relating to the impoundment of vehicles and to amend BMC 2 62 045 relating to appeals to the Bremerton Municipal Court to clarify appeal periods for impound hearings and to make related changes, NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF BREMERTON, WASHINGTON, DOES HEREBY ORDAIN AS FOLLOWS SECTION 1. A new chapter, Chapter 10 08, entitled "Impoundment of Vehicles" is hereby added to the Bremerton Municipal Code to read as follows Chapter 10.08 IMPOUNDMENT OF VEHICLES 10.08.010 PURPOSE. This chapter identifies the authority for the impoundment of vehicles Furthermore, this chapter supplements Chapter 46 55 RCW of the Model Traffic Ordinance entitled "Towing and Impoundment" ( "MTO "), adopted by the City of Bremerton in BMC 10 04 040, by adding provisions relating to impounds of vehicles for violations of driving while license is suspended or revoked ( "DWLS ") and redemption of impounded vehicles In the event that a conflict exists between the provisions of this chapter and Chapter 46 55 RCW, this chapter shall prevail 10.08.020 IMPOUNDMENT BY POLICE OFFICER AUTHORIZED. A police officer may impound a vehicle for, (a) Incidents and circumstances as set forth in RCW 46 55 113, (b) Parking violations set forth in RCW 46 61 570, (c) Parking violations set forth in the City's Parking Code, Chapter 10 10 BMC, and (d) Any other violation for which a vehicle impound is authorized by law 10.08.030 IMPOUNDMENTS FOR DRIVING WHILE LICENSE SUSPENDED. (a) DWLS Impoundment Whenever the driver of a vehicle is arrested for a violation of driving while license suspended or revoked pursuant to RCW 46 20 342, or operation of motor vehicle under other license or permit while license is suspended or revoked pursuant to RCW 46 20 345, the vehicle is subject to summary impoundment at the discretion and direction of a law enforcement officer as authorized pursuant to RCW 46 55 113 (b) Owner of Vehicle Responsible It shall be the responsibility of the owner or other person lawfully charged with possession of a vehicle to ensure that any person driving such vehicle has a valid license It shall not be a defense to impoundment or to the payment of any of 1 Impoundment of Vehicles the costs of impound that the owner or other person lawfully charged with the vehicle was not aware that the driver's license was suspended, revoked, or otherwise invalid 10.08.040 DWLS IMPOUNDMENT PERIODS. (a) DWLS in Third Degree and Operation under other License If a vehicle is impounded because the driver is arrested for a violation of RCW 46 20 342(1)(c) (driving while license suspended or revoked in the third degree) or RCW 46 20 345 (operation under other license or permit while license suspended or revoked), the vehicle shall be immediately redeemable, pursuant to BMC 10 08 050(b) below (b) DWLS in First or Second Degree If a vehicle is impounded because the driver is arrested for a violation of RCW 46 20 342(1)(a) (driving while license suspended or revoked in the first degree) or RCW 46 20 342(1)(b) (driving while license suspended or revoked in the second degree), the vehicle shall be impounded for fourteen (14) days (c) Exception to Impound Period Notwithstanding the fourteen (14) day impoundment period set forth in BMC 10 08 040(b), an impounded vehicle may be redeemed upon payment of the costs of removal, towing, storage and applicable fees, including the administrative fee set forth in BMC 10 08 050(b)(3) below, under the following circumstances, (1) Due to economic or personal hardship to the spouse or when the owner of the vehicle was not the driver pursuant to RCW 46 55 120(1)(a), as now enacted or hereafter amended, (2) A rental car business that owns an impounded vehicle or a motor vehicle dealer or lender with a perfected security interest in an impounded vehicle may immediately redeem the vehicle pursuant to RCW 46 55 120(l)(c) and (d), as now enacted or hereafter amended, or (3) An impounded vehicle may also be immediately redeemed as otherwise required by law Early redemption of a vehicle impounded pursuant to the provisions of this subsection may be authorized by the Chief of Police, or designee 10.08.050 STORAGE AND REDEMPTION OF IMPOUNDED VEHICLES (a) Inventory of Vehicle and Propert y A vehicle impounded pursuant to BMC 10 08 020 above may be inventoried incident to impoundment pursuant to the laws of the State of Washington and the United States With the exception of personal property seized by a police officer, personal property contained within an impounded vehicle shall continue to be the responsibility of its owner, or the person driving the vehicle, and shall be dealt with pursuant to the requirements of RCW 46 55 090 and other applicable statutes as now enacted or hereafter amended (b) Redemption of Vehicle The redemption of impounded vehicles shall be as set forth in RCW 46 55 120, except as otherwise provided for in this chapter An impounded vehicle may be redeemed as follows (1) Redemption At the conclusion of the applicable period of impoundment, if any, the registered owner, a person authorized by the registered owner, or one who has purchased the vehicle from the registered owner, who produces proof of ownership or authorization and signs a receipt therefor, may redeem an impounded vehicle A towing contractor may use any reasonable means necessary to confirm that the person redeeming the vehicle is authorized to redeem the vehicle, and neither the City nor the tow company shall be 2 Impoundment of Vehicles responsible for any loss resulting from a delay during the time in which the towing contractor is confirming authorization (2) Payment of Impound Costs Prior to redeeming the impounded vehicle, any person redeeming a vehicle impounded pursuant to this section shall pay the towing contractor for the costs of impoundment, including removal, towing, and storage fees accrued as a result of the impoundment The towing contractor shall accept payment as provided in RCW 46 55 120 and other applicable statutes as currently enacted or hereafter amended (3) Administrative Fee and Costs - DWLS Impounds Any person redeeming a vehicle impounded pursuant to the provisions of BMC 10 08 030(a) above (DWLS impound) shall pay an administrative fee of One Hundred Dollars ($100 00) to the City prior to the redemption of the vehicle 10.08.060 HEARING Any person seeking to redeem an impounded vehicle under this chapter has a right to a hearing in the Bremerton Municipal Court to contest the validity of the impound or the amount of towing or storage charges pursuant to RCW 46 55 120(2), as now enacted or hereafter amended Any request for a hearing shall be made within ten (10) calendar days from the date of receipt of the notice of right of redemption and opportunity for a hearing pursuant to RCW 46 55 120(2)(b) A vehicle impounded pursuant to this chapter shall remain impounded for the required impound period regardless of the filing of a request for a hearing, unless otherwise released by the Chief of Police or the Bremerton Municipal Court SECTION 2. Section 2 62 045 of the Bremerton Municipal Code entitled "Municipal Court Hearing Examiner — Procedure — Appeal" is hereby amended as follows 2.62.045 MUNICIPAL COURT HEARING EXAMINER — PROCEDURE — APPEAL. The Municipal Court Hearing Examiner shall have j unsdiction to receive and rule on appeals by aggrieved appellants of administrative decisions after a written complaint has been denied by the Department Director or designee Appeals to the Municipal Court Hearing Examiner from any final administrative decision covered by the provisions of this chapter shall be made within seven (7) working days, unless a different appeal period is specifically provided for in the Bremerton Municipal Code relating to the appeal, from the date of appellant's notification of the decision Date of mailing shall be considered date of notification Appeals shall include the appellant's name, address and telephone number, the written decision being appealed and the municipal code section establishing the appeal Appeals shall be accompanied by a filing fee, pursuant to Chapter 3 01 BMC, which shall be refunded if the appellant substantially prevails The Municipal Court Judge shall adopt rules for scheduling and conduct of administrative hearings Unless otherwise provided by state law or the Bremerton Municipal Code, E Feen +e * enforcement of the administrative decision being appealed to the Municipal Court Hearing Examiner shall be stayed during the pendency of an appeal which has been properly and timely filed, provided there is not imminent threat to the public's safety and welfare The Municipal Court Hearing Examiner's decision shall be final and conclusive unless the appellant or the City files for a writ of certiorari in Kitsap County Superior Court within thirty (30) days Procedures of this section including filing fee and appeal of the Municipal Court 3 Impoundment of Vehicles Hearing Examiner's decision shall apply unless different procedures are specified in the ordinance establishing the administrative appeal The Municipal Court Hearing Examiner shall have jurisdiction to hear and rule on complaints referred under the City's Code of Ethics, Chapter 2 96 BMC, and to receive and rule on appeals of administrative decisions specified in the following titles of the Bremerton Municipal Code (1) Animals and wl , BMC Title 7, (2) Traffic, BMC Title 10 All references to Hearing Examiner in Chapter 2 96 BMC and these titles shall mean Municipal Court Hearing Examiner SECTION 3. Severability If any one 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 4. 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 , 2013 GREG WHEELER, Council President Approved this day of , 2013 PATTY LENT, Mayor ATTEST APPROVED AS TO FORM SHANNON CORIN, City Clerk ROGER A LUBOVICH, City Attorney PUBLISHED the day of 1 2013 EFFECTIVE the day of , 2013 ORDINANCE NO 5216 R \Legal \Legal \Ordinances \Police \BMC 10 08 Impoundment of Vehicles -Final doc 4 Impoundment of Vehicles CHR O. CM601RE � Governor t JOHN R BATISTE Y i r ` Chief STATE OF WASHINGTON 'vVASHINGTON STATE PATROL PO Sox 42 614 • OlPnspia, WA 98504.2614 • www.:vsp.tva,gov September 20, 2012 TO: A11 Registered Tow Truck Operators FROM: Captain Jason G. Berry, Commercial Vehicle Division SUBACT: Amendment to Letter of Appointment The current Letter of Appointment (LOA) expiring October 14, 2013, states future Increases/decreases for tow and storage rates will be based an the Seattle - Tacoma Bremerton area Consumer Price Index for all Urban Consumers (CPI -U) Transportation. Index and shall be made automatically on October 1 S of each year. The CPI U Transportation Index for June 2011 to June 2012 indicates a ,023 rate increase. PmuaQt to Washingtou Administrative Code (WAC) 204 -91,A- 140(2) and LOA the new rates are as follows and will take effect October 14, 2012: TRUCK RATES (per Hour) CLASS A&D $181.00 Rotator $253.00 Class B $218 Rotator $304.00 Class B-2 $295.00 Rotator $409.00 Class C $382.00 Rotator $532,00 Class S 1 $638.00 Rotator 40+ Tort The storage rate - $46.00 . Hourly labor /extra employee/driver - $91.00 After hour release - $91.00 PIease ensure the "Official Rate Sheet" is updated, posted, and copies are sent to the Washington State Patrol (WSP) and Washington Department of Licensing (DOL). rip All Registered Tow 'Truck Operators Page 2 September 20, 2012 If you have any questions or concerns, please call the W SP Tow and Wrecking Program Coordinator, Sergeant John Buma at (360) 596 -3804. Sincerely, CHIEF JOHN R. BATISTE a Captain Jason G. Berry Commercial Vehicle Division JGB.jb cc: Ms. Ruth Ammons, Attorney General's Office Mr. Jerry Goddard, Independent Towers of Washington Mr. Dan Johnson, Towing & Recovery Association of Washington Captain Shawn E. Berry, Yakima Sergeant John Boma III, Commercial Vehicle Division Lieutenant Tim D. Coley, Commercial Vehicle Division Captain Karen J. Dewitt, Wenatchee Captain Chris T. Gundernmann, Bellevue Assistant Chief G. Curt Hattell, Field Operations Bureau Captain Robert N. Johnson, Bremerton Captain Kenneth E. Nobad, Tacoma Captains Jeffrey M. Otis, Spokane Captain. Ronald P. Rupke, Vancouver Captain Jeffrey R. Sass, Marysville Distribi Lion: Trooper Stanley D. Batt, Vancouver Trooper N. Clint Beler, Wenatchee Trooper Walter M. Chartrand, Bremerton Sergeant Thomas J. Foster, Yakima Trooper Cynthia S. Ranker, Tacoma Trooper Darrin E. Melton, Bellevue Trooper AM AG. JaMes, Marysville Trooper Bradley Osmonovich, Spokane ' REGISTMD TOW TRUCK OPER4TOR O No _ $015 OFFYCxAL FEES Date 10/11/12 I F3�M'NkA PHONE NUMBER Chico Towing (360) 479 -7500 STREET ADDRESS 130 Tweed Ln. NW—Spite 42 ' CITY STATE ZIP Bremerton WA 98312 NOTE. OPERATORS ON WSP ROTATIOI SHOULD COMPLETE BLOCK MAi mED -Wip" WSP RTTO HOURLY RATE RTTO HOURLY RATE ACCIDENT/INODENT 8 a.m. -5;00 p in 5,00 p,m. -8.00 a in SaVSun/Hol CLASS HOURLY RATE CLASS GSNSRALTOwJ IMPOUND CLASS .� G 9MkAL TOW/ IMPOUND A/D/E 18 1 00 A/OB J ACCIDENT ACCIDENT /E 22500 22500 ^� 225.00 225.00 BM -30,000 218.00 ad: 275.00 27500 27500 275.00 OvwR 00 more 295.00 B - 30,000 32500 325.00 B • 30,000 325,00 32500 QvWR or more t3VWR or more 382,00 1 425,00 425.00 1 1 425.00 425.00 s 638 Op IS 65000 650,00 is 1 650.00 650.00 WSP AFTER APPROVED EXTRA PRIVATE AFTER HOURS RELEASE FEE $9140 MAN FEE (Per Hour) $91 00 HOURS RELEASE FEE $9100 Tow Trucks DUINITfONS Class A - Trucks that are capable of towing acid recovery passenger cars, pickup trucks, small trailers, or equivalent vehicles Class B - Trucks that are capable of towing and/or recovery meduim size trucks, trailers, motor homes, or equivalent vehicles, Class C - Trucks that are capable of towing and/or recovery large tricks, trailers, buses, motor homes, or similar vehicles. Class D - Trucks that arc equipped for and pnmarily used as "wheel lift" trucks. Class E - Trucks designed and intended to tra> sport vehicles entirely on truck bed. Cress S - Tow or recovery trucks that cannot meet the requirements of Class "A," "R," "C," "D," or "E" and are not eligible for waiver per WAC 204.91A- 070(4) (1) Accident/General Towing Hourly Rate - First hour charge plus additional charge calculated to nearest' /. hour (2) Impounded Hourly Rate First hour charge plus additional charge calculated to nearest 'A hour. (3) Storage Rate - Charged to nearest 1 /2 day frorn time vehicle arrives at storage area, (4) Casual Labor charged at a 25% mark up frnin cost, (5) Auxiliary Equipment— Charges based upon actual cost of equipment (supporting receipt) plus 25% mark -up (6) Charges based upon cost of handling & disposing (supporting documentation) plus 20% mark -up. (7) Fee for Absorbent Materials Tow operators will receive an additional $5 001hr fee (b%cluded to hourly rate) for carrying and use of absorbent material for fluid spills. This fee will be granted whether the material is used or not, STORAGE (Per Day) WSP RATE PRIVATE RATE INSIDE OUT Cars or other vehicles under 10,000 tbs 46.00 60,00 $5 00 I Motorcycles and other motor driven cycles 46.00 6000 55.00 Trucks and buses shall be charged equivalent to the number of car spaces taken ! 46.00/space 60.00 /space 55 00 /space NOTE. OPERATORS ON WSP ROTATION MUST CII AGE SINGLE RATE JWGARDI.ESS OF (' HEMER YEHICLB STORED INSIDE OR OUTSIDE i No other rates or charges may be made other than those prescribed on this form. Other required services which must be subcontracted by the tow operator are not subject to these rates. I agree to charge fees only as fisted on this rte sheet Operator's Signature AGENDA BILL 7 ce CITY OF BREMERTON CITY COUNCIL ■■ ������������������������������������������0000000000000E0a00NNMaE000NE00M0ME0E00000001 SUBJECT. Ordinance No 5217 amending Study Session Date May 22, 2013 Ordinance No 5200 relating to the City of COUNCIL MEETING Date June 5, 2013 Bremerton Fiscal Year 2013 Budget Department Financial Services Presenter Becky Hasart Caroline Tompson Phone 360- 473 -5722 SUMMARY Each year during May /June, the city assesses its current fiscal year budget for any needed adjustments Adjustments are recommended for the following reasons to adjust the estimated beginning fund balances to actual, to account for unanticipated /unexpected conditions, to incorporate 2012 carryover items, and to adjust for various Council motions /resolutions etc The attached ordinance outlines the various reasons for the current proposed budget amendment ATTACHMENTS. • Ordinance No 5217 to Amend Ordinance 5200 adopting the 2013 Budget • 2013 Mid -Year Budget Adjustment Memo • Detail fund listing identifying proposed line item and budget control category adjustments • Authorized Personnel Listing identifying proposed staffing changes in PW Administration and Engineering FISCAL IMPACTS (Include Budgeted Amount) The net adjustment for all City funds for Fiscal Year 2013 is $15,076,864 STUDY SESSION AGENDA ❑ No Presentation 0 Full Presentation STUDY SESSION ACTION. ❑ Consent Agenda 0 General Business ❑ Public Hearing RECOMMENDED MOTION: Move to pass Ordinance No 5217 amending Ordinance No 5200 relating to the City of Bremerton Fiscal Year 2013 Budget COUNCIL ACTION: ❑ Approve ❑ Deny ❑ Table ❑ Continue ❑ No Action Form Updated 01/25/13 1 Memorandum To: City Council Mayor Patty Lent From: Caroline Tompson, Budget Analyst Re: 2013 Mid -Year Budget Amendment Date: May 15, 2013 The City adopted the 2013 budget by Ordinance No 5200 on December 5, 2012 Each year the City assesses its current fiscal year budget and addresses any needed adjustments that have come to the attention of the staff in Financial Services Adjustments for both revenue and expenditures are brought forward for the following reasons to adjust the estimated beginning fund balances to actual, to account for subsequent unanticipated /unexpected conditions, to account for previously approved projects that were underway in 2012 that were not concluded and require carryover expenditure authority, to reallocate revenue and expenditure line items within budget control categories with zero net increase, and to formally account for various council motions /resolutions previously approved during 2013. Enclosed is the mid -year budget amendment ordinance and supporting schedules There are a variety of issues addressed in the amendments, but the primary items are City -Wide • Adjust Beginning Fund Balances to actual • Formally adopt and incorporate 2013 budget changes approved by council • Reclassify expenditure categories as needed to properly reflect the actuals as classified in accordance with Generally Accepted Accounting Principles General Fund • Increase capital in General Facilities for fire station generator carryover, $100,000. • Reallocate savings in DCD personnel as a transfer -out to CDBG Fund to account for loss of federal funding for administrative costs, $15,000 • Increase supplies and services in Non - Departmental for previously approved jail contract and medical expenses, $53,000 • In Legal Department, reallocate expenditure authority from professional services to personnel for additional part-time extra help, $20,000 • Account for changes in PILOT revenue generated by rate study analysis Water $111,447, Stormwater $11,547 and Wastewater $- 45,974 • Increase transfers -out in Non - Departmental to the following funds. 1) Contingency Reserve, $230,000 2) Stormwater Capital Fund (Anderson Cove) $130,000, 3) Pacific Avenue Construction Project, $300,000 Special Revenue Funds • The newly created Pacific Avenue Construction Fund, under Capital Improvement Funds, will reduce the Arterial Street Fund revenue by $2,908,500 and expenditures by $3,050,000 A carryover from 2012 for budget associated with the 11 and Warren Avenue project includes $836,000 in grant revenue and $966,000 for capital expenditures The Arterial Street Fund will close at the conclusion of all outstanding projects • As previously approved by Council, reallocate $27,400 from supplies and services to capital in the Street Fund for crack sealer purchase • In the Street Fund, increase transfer -in from Stormwater Fund associated with rate study analysis, $26,943 • Decrease debt service in Parking Fund for principal and interest savings due to debt service refinancing, $155,304 Capital Improvement Funds • Increase Real Estate Excise Tax in Fund 308 for additional anticipated revenue, $70,000, and allocate $6,900 to Debt Service Funds 203 and 204 to account for revenue reduction in BAB's subsidy payments • In the Parks Construction Fund, increase capital by $268,342 and intergovernmental revenue by $29,942 for Kiwanis Park carryover • Account for $1,313,228 in revenue and $1,650,854 in expenditures as carryover in the Lower Wheaton Way Fund • Budget $3,958,674 to account for revenue and expenditures in the newly created Pacific Avenue Construction Fund 332 Enterprise & Internal Service Funds • Adjust Gold Mountain Golf Fund to reflect changes associated with debt service refinancing, and previously approved Columbia Hospitality contract - total budgeted revenue $3,870,608 and total budgeted expenditures $3,752,741 • Based on the rate study analysis and 2012 carryovers, the Water, Wastewater and Stormwater Operations and Capital Funds had adjustments to reflect charges for services, transfers -in and transfers -out, supplies and capital The O & M Funds also includes a reallocation of budget from supplies to personnel for part-time and seasonal extra help • Account for transfers -out from Water Capital, $500,000, and Wastewater Capital, $550,000, to newly created Pacific Avenue Construction Fund for utility work associated with Pacific Avenue Construction Project 2 • Adjust Information Technology Fund to reflect reallocations within budget categories due to savings in personnel and reduced revenue from Gold Mountain Golf To accommodate cross training within the Public Works Administration, staff recommends upgrading an existing vacant Office Assistant II position to an Office Assistant Senior Additionally, Engineering is requesting an upgrade of a Civil Engineer I to a Civil Engineer II based on the scope of work required for the Pacific Avenue, Anderson Cove, Lower Wheaton Way and Eastpark Stormwater Outfall Projects A budget adjustment is not needed for 2013 for these positions due to current vacancies in both departments The budget adjustments are necessary to properly reflect the nature and extent of revenues and expenditures of the various City funds and departments The ending fund balances, as amended by this ordinance for the Utility Systems, meets the City's adopted Financial Goals & Policies expectations The fund balance for Gold Mountain Golf, does not meet the target, however with the adjustments proposed under the new contract with Columbia Hospitality, the anticipated ending fund balance is increased by $332,256 which demonstrates progress toward meeting the target level The General Fund ending fund balance of $3,017,815 exceeds the 8 5% target level by $58,617 after the proposed adjustments The 2013 budget, as proposed, increases the General Fund ending fund balance by $676,257 over the previously adopted budget and includes a transfer of $230,000 to the Contingency Reserve Fund demonstrating continued effort to build reserves The attached ordnance and supporting schedules (by fund) include adjustments by budget control category for both revenues and expenditures with a City -wide appropriation of $128,630,272 3 ORDINANCE NO. 6A 17 AN ORDINANCE of the City Council of the City of Bremerton, Washington, amending Ordinance No 5200 relating to the City of Bremerton Fiscal Year 2013 Budget WHEREAS, the City Council passed the Fiscal Year 2013 City Budget Ordinance (Ordinance No 5200) on December 5, 2012, and WHEREAS, the City Council has previously amended the budget by various motions and resolutions subsequent to December 5, 2012 which require a formal amendment by ordinance, and WHEREAS, all of the funds of the City of Bremerton require amendment to adjust beginning fund balances, and WHEREAS, City Departments and Funds expenditures and revenues require adjustment, and WHEREAS, certain reclassifications of revenues and expenditures are required to properly reflect budget categories in a manner consistent with actuals as classified in accordance with Generally Accepted Accounting Principles, and WHEREAS, Fund 331 Pacific Avenue Construction, has been created to account for budgeted revenues and expenditures in 2013, and WHEREAS, each of these actions has an impact on the City of Bremerton's FY 2013 Annual Budget resulting in the need to amend this Budget document, NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF BREMERTON, WASHINGTON, DOES HEREBY ORDAIN AS FOLLOWS SECTION I. Ordinance 5200 establishing the City of Bremerton's 2013 Budget passed by the City Council on December 5, 2012, is hereby amended as follows 1 2013 Mid -Year Budget Amendment 2013 Budget Amended as Adopted by 2013 Fund No Ord No 5200 Net Adjustments Budget 001 General Fund City Council $ 340,929 $ - $ 340,929 Executive 364,662 5,000 369,662 Financial Services 1,147,119 - 1,147,119 Legal 979,431 979,431 Human Resources 383,512 383,512 Community Development 1,438,922 1,438,922 Municipal Court 1,427,534 1,427,534 City Auditor 173,168 173,168 Law Enforcement 9,713,071 9,713,071 Fire /Emergency Services 8,363,145 8,363,145 Police /Fire Pension 2,493,000 - 2,493,000 General Facilities 743,223 100,000 843,223 Parks & Recreation 2,560,935 - 2,560,935 Engineering 2,089,047 - 2,089,047 Non - Department 2,373,398 713,000 3,086,398 Ending Fund Balance 2,341,558 676,257 3,017,815 Total General Fund $ 36,932,654 $ 1,494,257 $ 38,426,911 101 Arterial Street 3,198,331 (1,935,643) 1,262,688 102 Street 2,976,191 (32,067) 2,944,124 103 Contingency Reserve 232,605 231,887 464,492 104 Lodging Tax 486,962 38,352 525,314 105 Parking System 1,351,995 5,189 1,357,184 106 Community Dev Block Grant 3,848,709 (1,173,865) 2,674,844 108 Abatement Revolving 236,613 17,616 254,229 110 Police Special Projects 829,238 50,487 879,725 113 Public Access Television 516,219 66,163 582,382 114 Gift & Donation Fund 74,761 11,398 86,159 116 Trial Improvement 68,331 1,066 69,397 117 One Percent For Arts 51,430 414 51,844 120 Conference Center Operating 1,931,156 (144,107) 1,787,049 201 Bond Fund 36,154 18,873 55,027 203 2010 LTGO 644,493 9,631 654,124 204 2010 UTGO /LTGO (B) 1,071,784 (2,472) 1,069,312 205 Government Center LTGO 245,300 (339) 244,961 308 General Gov't Capital Improvement 438,862 190,768 629,630 310 Park Facilities Construction 608,616 198,493 807,109 311 Evergreen Park Remediation 31,031 (491) 30,540 331 Lower Wheaton Way 382,995 1,303,585 1,686,580 332 Pacific Avenue Construction - 3,958,674 3,958,674 401 Water Utility 9,951,038 1,904,868 11,855,906 404 Water Capital 4,322,971 1,646,074 5,969,045 407 Golf Mountain Golf 2,123,656 2,009,017 4,132,673 451 Wastewater Utility 15,617,028 1,735,407 17,352,435 454 Wastewater Capital 6,479,106 1,506,458 7,985,564 481 Stormwater Utility 2,801,878 720,200 3,522,078 482 Gorst Creek Watershed 355,964 129,522 485,486 484 Stormwater Capital 2,770,992 976,674 3,747,666 503 Risk Management 3,395,236 120,320 3,515,556 506 Employment Security 334,954 82,820 417,774 507 Accumulated Leave Liability 273,106 (26,268) 246,838 509 ER &R - Operations & Maintenance 1,764,284 60,878 1,825,162 510 ER &R - Reserves 5,939,934 (167,649) 5,772,285 511 Information Services 1,228,831 70,674 1,299,505 Total All funds $ 113,553,408 $ 15,076,864 $ 128,630,272 2 2013 Mid -Year Budget Amendment SECTION 2. That the totals for the funds noted in Section 1 above are hereby appropriated for the fiscal year 2013 SECTION 3. Severabihy. If any one 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 4. 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 , 2013 GREG WHEELER, Council President Approved this day of , 2013 PATTY LENT, Mayor ATTEST APPROVED AS TO FORM SHANNON CORIN, City Clerk ROGER A LUBOVICH, City Attorney PUBLISHED the day of , 2013 EFFECTIVE the day of , 2013 ORDINANCE NO II 3 2013 Mid -Year Budget Amendment CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE GENERAL FUND For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ 7,679,512 $ 7,679,512 $ - Sales 6,362,000 6,362,000 - Other 7,855,466 7,855,466 - Licenses and Permits 780,825 780,825 - Intergovernmental 644,702 644,702 - Charges for Services 5,230,202 5,221,902 (8,300) Fines and Forfeitures 1,116,500 1,124,800 8,300 Miscellaneous 197,480 197,480 - Transfers In & Other Financing 4,192,820 4,269,840 77,020 Total Revenues 34,059,507 34,136,527 77,020 EXPENDITURES Personnel Expenses 26,539,714 26,541,973 2,259 Supplies, Services, and Taxes 7,894,034 7,934,775 40,741 Capital Expenditures 65,000 165,000 100,000 Debt Service 700 700 - Transfers Out 91,648 766,648 675,000 Total Expenditures 34,591,096 35,409,096 818,000 CHANGES IN FUND BALANCE Net change in fund balances (531,589) (1,272,569) (740,980) Fund Balances- beginning 2,873,147 4,290,384 1,417,237 Fund Balances - ending $ __2,341 558 $ 3,017,815 $ 676,257 GENERAL FUND EXPENDITURES BY DEPARTMENT City Council $ 340,929 340,929 $ - Executive 364,662 369,662 5,000 Financial Services 1,147,119 1,147,119 - Legal Department 979,431 979,431 - Human Resources 383,512 383,512 - Community Development 1,438,922 1,438,922 - Municipal Court 1,427,534 1,427,534 - City Auditor 173,168 173,168 - Police Department 9,713,071 9,713,071 - Fire Department 8,363,145 8,363,145 - Polhce & Fire Pension 2,493,000 2,493,000 - General Facilities 743,223 843,223 100,000 Parks & Recreation 2,560,935 2,560,935 - Engineenng 2,089,047 2,089,047 - Non- Departmental 2,373,398 3,086,398 713,000 Total Expenditures $ 34,591,096 $ 35,409,096 $ 818,000 The target ending fund balance is 8 5% of annual expenditures excluding capital The target fund balance for the 2013 budget as amended (excluding transfers for one -time capital projects) is $2,959,198 The actual ending fund balance after the proposed amendments is $3,017,815, which is higher than the target amount by $58617 The 2013 budget as proposed, includes an ending fund balance which exceeds the target, and is increased substantially from the previously adopted budgeted by $676,257 The financial planning goal is to maintain an ending fund balance that meets or exceeds the target level FUND 001 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE GENERAL FUND For the Year Ended December 31, 2013 Budget Adjustments: Items Previously Approved by Council or Finance Committee Expenditure - Increase capital for carryover from 2012 for the fire station generator not delivered until 2013 (100,000) Expenditure - Increase supplies in Non -Dept for additional cost associated with new jail contract and medical (53,000) New Items Not Previously Approved by Council Expenditure - Decrease personnel in DCD and reallocate to transfers -out to CDBG due to reduced federal funding 15,000 Expenditure - Increase transfers -out to CDBG due to reduced federal funding (15,000) Expenditure - Decrease personnel in DCD and reallocate to supplies for IT computer and phone support costs 2,741 Expenditure - Increase supplies and services in DCD reallocated from personnel (2,741) Expenditure - Increase supplies and services in Executive for KADA (Kitsap Aerospace & Defense Alliance) (5,000) Revenue - Decrease charges for services and reallocate to fines and forfeits due to changes in BARS (8,300) Revenue - Increase fines and forfeits due to changes in BARS coding 8,300 Expenditure - Decrease supplies in Legal from professional services and reallocate to personnel for extra help 20,000 Expenditure - Increase personnel in Legal for extra help reallocated from supplies (20,000) Revenue - Increase transfer -m from Stormwater Fund (PILOT) 11,547 Revenue - Increase transfer -in from Water Fund (PILOT) 111,447 Revenue - Decrease transfer -in from Wastewater Fund (PILOT) (45,974) Expenditure - Increase transfer -out to Contmgency Reserve Fund (230,000) Expenditure - Increase transfer -out to Stormwater Capital Fund for Anderson Cove Project (130,000) Expenditure - Increase transfer -out for Pacific Avenue Construction Fund (300,000) Net adjustment to ending fund balance required $ (740,980) FUND 001 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE ARTERIAL STREET FUND For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ Sales Other Licenses and Permits Intergovernmental 2,508,500 836,000 (1,672,500) Charges for Services - - Fines and Forfeitures - - Miscellaneous - - Transfers in 400,000 - (400,000) Total Revenues 2,908,500 836,000 (2,072,500) EXPENDITURES Personnel Expenses - - Supplies, Services, and Taxes - - Capital Expenditures 3,070,000 986,000 (2,084,000) Debt Service - Transfers Out - Total Expenditures 3,070,000 986,000 (2,084,000) CHANGES IN FUND BALANCE Net change in fund balances (161,500) (150,000) 11,500 Fund Balances - beginning 289,831 426,688 136,857 Fund Balances -ending $ 128,331 $ 276,688 $ 148,357 Budget Adtustments: Items Previously Approved by Council Revenue - Decrease transfer -m from Water Utility Fund (200,000) Revenue - Decrease transfer in from Wastewater Utility Fund (200,000) Revenue- Decrease intergovernmental for grant proceeds associated with construction of Pacific Ave (2,508,500) Expenditure - Decrease capital for construction phase of Pacific Avenue Project 3,050,000 Revenue - Increase intergovernmental for grant proceeds associated with Warren Ave Prol (carryover) 836,000 Expenditure - Increase capital for Warren Ave Project (carryover) (966,000) Net adjustment to ending fund balance required $ 11,500 FUND 101 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE STREET FUND For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ _ Sales _ Other (parking tax) 455,000 455,000 - Licenses and Permits _ Intergovernmental (fuel tax) 1,207,550 1,207,550 - Charges for Services 445,000 445,000 - Fmes and Forfeitures _ Miscellaneous 41,620 41,620 - Transfers in & Other Revenue 380,680 407,623 26,943 Total Revenues 2,529,850 2,556,793 26,943 EXPENDITURES Personnel Expenses 1,089,700 1,089,700 - Supplies, Services, and Taxes 1,236,157 1,208,757 (27,400) Capital Expenditures 475,000 502,400 27,400 Debt Service _ Transfers Out _ Total Expenditures 2,800,857 2,800,857 - CHANGES IN FUND BALANCE Net change in fund balances (271,007) (244,064) 26,943 Fund Balances - beginning 446,341 387,331 (59,010) Fund Balances -endmg $ 175,334 $ 143,267 $ (32,067) Budget Adiustments: Items Previously Approved by Council Expenditure - Decrease supplies and reallocate to capital for crack sealer equipment purchase 27,400 Expenditure - Increase capital for crack sealer equipment purchase (27,400) New Items Not Previously Approved by Council Revenue - Increase transfer -in from Stormwater Fund (PILOT) 26,943 Net adjustment to ending fund balance required $ 26,943 FUND 102 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE CONTINGENCY RESERVE FUND For the Year Ended December 31, 2013 Proposed Adj Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - Charges for Services - Fines and Forfeitures - Miscellaneous 300 300 - Transfers in - 230,000 230,000 Total Revenues 300 230,300 230,000 EXPENDITURES Personnel Expenses - Supplies, Services, and Taxes - Capital Expenditures - Debt Service - Transfers Out - Total Expenditures - - - CHANGES IN FUND BALANCE Net change in fund balances 300 230,300 230,000 Fund Balances - beginning 232,305 234,192 1,887 Fund Balances -endmg $ 232,605 $ 464,492 $ 231,887 Budget Adiustments: New Items Not Previously Approved by Council Revenue - Increase transfer -m from General Fund 230,000 Net adjustment to ending fund balance required $ 230,000 FUND 103 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE LODGING TAX FUND For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ Sales - Other (hotel/motel tax) 390,000 390,000 - Licenses and Permits Intergovernmental Charges for Services Fines and Forfeitures Miscellaneous 100 100 - Transfers in Total Revenues 390,100 390,100 - EXPENDITURES Personnel Expenses - Supplies, Services, and Taxes 226,000 226,000 - Capital Expenditures - Debt Service - - - Transfers Out 170,000 170,000 - Total Expenditures 396,000 396,000 - CHANGES IN FUND BALANCE Net change in fund balances (5,900) (5,900) - Fund Balances- beginning 96,862 135,214 38,352 Fund Balances - ending $ 90,962 $ 129,314 $ 38,352 Budget Adjustments: New Items Not Previously Approved by Council Net adjust to ending fund balance required $ _ FUND 104 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE PARKING SYSTEM FUND For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - Charges for Services 350 - (350) Fines and Forfeitures 250,000 250,000 - Miscellaneous 888,000 888,350 350 Transfers in & Other Revenue - - - Total Revenues 1,138,350 1,138,350 - EXPENDITURES Personnel Expenses - - - Supplies, Services, and Taxes 655,491 655,491 - Capital Expenditures - - - Debt Service 510,304 355,000 (155,304) Transfers Out 80,000 80,000 - Total Expenditures 1,245,795 1,090,491 (155,304) CHANGES IN FUND BALANCE Net change in fund balances (107,445) 47,859 155,304 Fund Balances - beginning 213,645 218,834 5,189 Fund Balances -endmg $ 106,200 $ 266,693 $ 160,493 Budget Adiustments: New Items Previously Approved by Council Expenditure - Decrease debt service for principal and interest savings due to debt service refinancing 155,304 New Items Not Previously Approved by Council Revenue - Decrease charges for services due to BARS coding changes and reallocate to miscellaneous (350) Revenue - Increase miscellaneous revenue reallocated from charges for services 350 Net adjustment to ending fund balance required $ 155,304 FUND 105, CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE COMMUNITY DEVELOPMENT BLOCK GRANT For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ Sales Other Licenses and Penmts Intergovernmental 2,289,793 2,289,793 - Charges for Services 30,000 30,000 - Fines and Forfeitures Miscellaneous 78,100 78,100 - Transfers in 10,000 25,000 15,000 Total Revenues 2,407,893 2,422,893 15,000 EXPENDITURES Personnel Expenses 115,200 115,200 - Supphes, Services, and Taxes 2,125,323 2,125,323 - Capital Expenditures - Debt Service - Transfers Out 160,850 160,850 - Total Expenditures 2,401,373 2,401,373 - CHANGES IN FUND BALANCE Net change in fund balances 6,520 21,520 15,000 Fund Balances-beginning 1,440,816 251,951 (1,188,865) Fund Balances -ending $ 1,447,336 $ 273,471 $ (1,173,865) Budget Adjustments: New Items Not Previously Approved by Council Revenue - Increase transfer -in from DCD due to reduced federal funding for admm 15,000 Net adjustment required to the ending fund balance $ 15,000 FUND 106 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE ABATEMENT REVOLVING FUND For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - Charges for Services 5,500 500 (5,000) Fines and Forfeitures 5,000 5,000 Miscellaneous 500 500 - Transfers in - - Total Revenues 6,000 6,000 - EXPENDITURES Personnel Expenses - - Supplies, Services, and Taxes 42,000 42,000 - Capital Expenditures - Debt Service - Transfers Out - - Total Expenditures 42,000 42,000 - CHANGES IN FUND BALANCE Net change in fund balances (36,000) (36,000) - Fund Balances - beginning 230,613 248,229 17,616 Fund Balances -ending $ 194,613 $ 212,229 $ 17,616 Budget Adiustments: New Items Not Previously Approved by Council Revenue - Decrease charges for services and reallocate to fines & forfeitures due to BARS coding (5,000) Revenue - Increase fines and forfeitures due to BARS coding changes 5,000 Net adjustment to ending fund balance required $ - FUND 108 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE POLICE SPECIAL PROJECTS FUND For the Year Ended December 31, 2013 Proposed Adj Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ _ Sales _ Other - Licenses and Permits - Intergovennmental _ Charges for Services - Fmes and Forfeitures 18,000 18,000 - Miscellaneous 71,200 71,200 - Transfers in _ Total Revenues 89,200 89,200 - EXPENDITURES Personnel Expenses _ Supplies, Services, and Taxes 438,902 438,902 - Capital Expenditures 50,000 50,000 - Debt Service _ Transfers Out _ Total Expenditures 488,902 488,902 - CHANGES IN FUND BALANCE Net change in fund balances (399,702) (399,702) - Fund Balances - beginning 740,038 790,525 50,487 Fund Balances- ending $ 340,336 $ 390,823 $ 50,487 Budget Adjustments: New Items Not Previously Approved by Council Net adjustment to ending fund balance required $ _ FUND 110 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE PUBLIC ACCESS TELEVISION OPERATIONS FUND For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other (city PEG fees) - - - Licenses and Perimts 240,000 240,000 - Intergovernmental 38,000 38,000 - Charges for Services 96,700 96,700 - Fmes and Forfeitures - - Miscellaneous 200 200 - Transfers in - Total Revenues 374,900 374,900 - EXPENDITURES Personnel Expenses 238,600 238,600 - Supphes, Services, and Taxes 58,210 58,210 - Capital Expenditures 38,000 38,000 - Debt Service - - Transfers Out 25,000 25,000 - Total Expenditures 359,810 359,810 - CHANGES IN FUND BALANCE Net change in fund balances 15,090 15,090 - Fund Balances-beginning 141,319 207,482 66,163 Fund Balances -ending $ 156,409 $ 222,572 $ 66,163 Budget Adiustments: New Items Not Previously Approved by Council Net adjustment to ending fund balance required $ - FUND 113 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE GIFT AND DONATION FUND For the Year Ended December 31, 2013 Proposed Adj Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - Charges for Services 1,500 1,500 - Fines and Forfeitures - Miscellaneous 5,125 5,125 - Transfers in - Total Revenues 6,625 6,625 - EXPENDITURES Personnel Expenses - Supplies, Services, and Taxes 10,100 12,300 2,200 Capital Expenditures - - - Debt Service - - Transfers Out - - - Total Expenditures 10,100 12,300 2,200 CHANGES IN FUND BALANCE Net change in fund balances (3,475) (5,675) (2,200) Fund Balances- beginning 68,136 79,534 11,398 Fund Balances -ending $ 64,661 $ 73,859 $ 9,198 Budget Adiustments: New Items Not Previously Approved by Council Expenditure - Increase supplies in Fire Donations for EMS equipment (2,200) Net adjustment to ending fund balance required $ (2,200) FUND 114 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE TRIAL IMPROVEMENT FUND For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental 22,000 22,000 - Charges for Services - Fines and Forfeitures - Miscellaneous - Transfers in - Total Revenues 22,000 22,000 - EXPENDITURES Personnel Expenses - Supplies, Services, and Taxes 23,000 23,000 - Capital Expenditures - - - Debt Service - Transfers Out - Total Expenditures 23,000 23,000 - CHANGES IN FUND BALANCE Net change in working capital (1,000) (1,000) - Fund Balances - beginning 46,331 47,397 1,066 Fund Balances - ending $ 45,331 $ 46,397 $ 1,066 Budget Adiustments: New Items Not Previously Approved by Council i Net adjustment to ending fund balance required $ - FUND 116 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE ONE PERCENT FOR ARTS FUND For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - Charges for Services - - Fines and Forfeitures - Miscellaneous 100 100 - Transfers in - - Total Revenues 100 100 - EXPENDITURES Personnel Expenses - Supplies, Services, and Taxes 500 500 - Capital Expenditures 10,000 10,000 - Debt Service - Transfers Out - Total Expenditures 10,500 10,500 - CHANGES IN FUND BALANCE Net change m working capital (10,400) (10,400) - Fund Balances - beginning 51,330 51,744 414 Fund Balances -ending $ 40,930 $ 41,344 $ 414 New Items Not Previously Approved by Council Net adjustment to ending fund balance required $ - FUND 117 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE CONFERENCE CENTER OPERATIONS For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - Charges for Services 1,381,674 1,381,674 - Fines and Forfeitures - Miscellaneous 8,500 8,500 - Transfers in 155,000 155,000 - Total Revenues 1,545,174 1,545,174 - EXPENDITURES Personnel Expenses - - Supplies, Services, and Taxes 1,559,053 1,559,053 - Capital Expenditures - - - Debt Service - - - Transfers Out - - Total Expenditures 1,559,053 1,559,053 - CHANGES IN FUND BALANCE Net change in fund balances (13,879) (13,879) - Fund Balances- beginmng 385,982 241,875 (144,107) Fund Balances -ending $ 372,103 $ 227,996 $ (144,107) Budget Adlustments: New Items Not Previously Approved by Council Net adjustment required to the ending fund balance $ - FUND 120 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE BOND FUND For the Year Ended December 31, 2013 Proposed Adj Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ 25,943 $ 25,943 $ - Sales - Other - Licenses and Permits - Intergovernmental - Charges for Services - Fines and Forfeitures - Miscellaneous 200 200 - Transfers in - - - Total Revenues 26,143 26,143 - EXPENDITURES Personnel Expenses - Supplies, Services, and Taxes - Capital Expenditures - Debt Service - - - Transfers Out - Total Expenditures - - - CHANGES IN FUND BALANCE Net change in fund balances 26,143 26,143 - Fund Balances - beginning 10,011 28,884 18,873 Fund Balances -ending $ 36,154 $ 55,027 $ 18,873 Budget Adiustments: New Items Not Previously Approved by Council Net adjustment required to the ending fund balance $ - FUND 201 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE 2010 LTGO For the Year Ended December 31, 2013 Proposed Adj Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ Sales 330,000 330,000 - Other - Licenses and Pernuts - Intergovernmental 120,085 114,835 (5,250) Charges for Services - Fines and Forfeitures - Miscellaneous 1,000 1,000 - Transfers in 40,000 45,250 5,250 Total Revenues 491,085 491,085 - EXPENDITURES Personnel Expenses - Supplies, Services, and Taxes - Capital Expenditures - Debt Service 548,480 548,480 - Transfers Out - Total Expenditures 548,480 548,480 - CHANGES IN FUND BALANCE Net change in fund balances (57,395) (57,395) - Fund Balances- beguuung 153,408 163,039 9,631 Fund Balances - ending $ 96,013 $ 105,644 $ 9,631 Budget Adjustments New Items Not Previously Approved by Council Revenue - Decrease intergovernmental revenue due to BAB's subsidy reduction (5,250) Revenue - Increase transfer -in from Fund 308 to cover BAB's subsidy shortfall 5,250 Net adjustment required to the ending fund balance $ - FUND 203 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE 2010 UTGO/LTGO (B) For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ 809,000 $ 809,000 $ - Sales - Other - Licenses and Permits - Intergovernmental 37,675 36,025 (1,650) Charges for Services - Fines and Forfeitures - Miscellaneous 2,700 2,700 - Transfers in 175,000 176,650 1,650 Total Revenues 1,024,375 1,024,375 - EXPENDITURES Personnel Expenses - Supphes, Services, and Taxes - Capital Expenditures - Debt Service 1,063,750 1,063,750 - Transfers Out - Total Expenditures 1,063,750 1,063,750 - CHANGES IN FUND BALANCE Net change in fund balances (39,375) (39,375) - Fund Balances - beginning 47,409 44,937 (2,472) Fund Balances- ending $ 8,034 $ 5,562 $ (2,472) Budget Adjustments: New Items Not Previously Approved by Council Revenue - Decrease intergovernmental revenue due to BAB's subsidy reduction (1,650) Revenue - Increase transfer -in from Fund 308 to cover BAB's subsidy shortfall 1,650 Net adjustment required to the ending fund balance $ - FUND 204 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE GOVERNMENT CENTER LTGO For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - Charges for Services - Fmes and Forfeitures - Miscellaneous - - Transfers in & Other Revenue 241,648 241,648 - Total Revenues 241,648 241,648 - EXPENDITURES Personnel Expenses - - Supplies, Services, and Taxes - - Capital Expenditures - Debt Service 243,300 243,300 - Transfers Out - - Total Expenditures 243,300 243,300 - CHANGES IN FUND BALANCE Net change in fund balances (1,652) (1,652) - Fund Balances-beginning 3,652 3,313 (339) Fund Balances - ending $ 2,000 $ 1,661 $ (339) Budget Adiustments: New Items Not Previously Approved by Council Net adjustment required to the ending fund balance $ - FUND 205 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE GENERAL GOVERNMENT CAPITAL IMPROVEMENT FUND For the Year Ended December 31, 2013 Proposed Adj Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other (Real Estate Excise Taxes) 300,000 370,000 70,000 Licenses and Permits - - Intergovernmental - - Charges for Services - - Fmes and Forfeitures - - Miscellaneous 150 850 700 Transfers in & Other Revenue - - Total Revenues 300,150 370,850 70,700 EXPENDITURES Personnel Expenses - - Supplies, Services, and Taxes - - Capital Expenditures - - Debt Service - - Transfers Out 345,000 351,900 6,900 Total Expenditures 345,000 351,900 6,900 CHANGES IN FUND BALANCE Net change in fund balances (44,850) 18,950 63,800 Fund Balances - beginning 138,712 258,780 120,068 Fund Balances -ending $ 93,862 $ 277,730 $ 183,868 Budget Adiustments New Items Not Previously Approved by Council Revenue - Increase real estate excise tax based on current projections 70,000 Revenue - Increase miscellaneous revenue for additional projected interest earnings 700 Expenditure - Increase transfers -out to Fund 203 due to reduced BAB's subsidy payments (5,250) Expenditure - Increase transfers -out to Fund 204 due to reduced BAB's subsidy payments (1,650) Net adjustment required to the ending fund balance $ 63,800 FUND 308 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE PARK FACILITIES CONSTRUCTION FUND For the Year Ended December 31, 2013 Proposed Adj Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - 29,942 29,942 Charges for Services - - Fmes and Forfeitures - - Miscellaneous - - - Transfers in & Other Revenue 160,850 160,850 - Total Revenues 160,850 190,792 29,942 EXPENDITURES Personnel Expenses - Supplhes, Services, and Taxes - - - Capital Expenditures 160,850 429,192 268,342 Debt Service - - - Transfers Out - - - Total Expenditures 160,850 429,192 268,342 CHANGES IN FUND BALANCE Net change in fund balances - (238,400) (238,400) Fund Balances-beginning 447,766 616,317 168,551 Fund Balances -ending $ 447,766 $ 377,917 $ (69,849) Budget Adtustments: New Items Not Previously Approved by Council Revenue - Increase intergovernmental for Kiwams Park carryover 29,942 Expenditure - Increase capital for Kiwanis Park carryover (268,342) Net adjustment required to the ending fund balance $ (238,400) FUND 310 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE EVERGREEN PARK REMEDIATION For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental 24,000 24,000 - Charges for Services - - Fines and Forfeitures - - Miscellaneous 4,500 4,500 - Transfers in - - Total Revenues 28,500 28,500 - EXPENDITURES Personnel Expenses - Supplies, Services, and Taxes - Capital Expenditures 30,000 30,000 - Debt Service - Transfers Out - - Total Expenditures 30,000 30,000 - CHANGES IN FUND BALANCE Net change in fund balances (1,500) (1,500) - Fund Balances - beginning 2,531 2,040 (491) Fund Balances -ending $ 1,031 $ 540 $ (491) Budget Adiustments: Items Not Previously Approved by Council Net adjustment required to the ending fund balance $ - FUND 311 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE LOWER WHEATON WAY For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental 25,950 1,339,178 1,313,228 Charges for Services - - Fmes and Forfeitures - - Miscellaneous - - Transfers in - - Total Revenues 25,950 1,339,178 1,313,228 EXPENDITURES Personnel Expenses - - Supplies, Services, and Taxes - - Capital Expenditures 30,912 1,681,766 1,650,854 Debt Service - - Transfers Out - - Total Expenditures 30,912 1,681,766 1,650,854 CHANGES IN FUND BALANCE Net change in working capital (4,962) (342,588) (337,626) Fund Balances- begmmng working capital 357,045 347,402 (9,643) Fund Balances -ending working capital $ 352,083 $ 4,814 $ (347,269) Budget Adiustments: New Items Not Previously Approved by Council Revenue - Increase intergovernmental for remaining grant proceeds (carryover) 1,313,228 Expenditure - Increase capital for balance of project expenditures (carryover) (1,650,854) Net adjustment required to the ending fund balance $ (337,626) FUND 331 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE PACIFIC AVENUE CONSTRUCTION For the Year Ended December 31, 2013 Proposed Adl Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - 2,608,674 2,608,674 Charges for Services - - Fines and Forfeitures - - Miscellaneous - - - Transfers in & Other Revenue 1,350,000 1,350,000 Total Revenues - 3,958,674 3,958,674 EXPENDITURES Personnel Expenses - Supphes, Services, and Taxes - Capital Expenditures - 3,958,674 3,958,674 Debt Semce - Transfers Out - - - Total Expenditures - 3,958,674 3,958,674 CHANGES IN FUND BALANCE Net change in fund balances - - - Fund Balances-beginning - - - Fund Balances - ending $ - $ - $ - Budget Adjustments: New Items Not Previously Approved by Council Revenue - Increase transfer -m from General Fund 300,000 Revenue - Increase transfer -m from Water Capital Fund 500,000 Revenue - Increase transfer -m from Wastewater Capital Fund 550,000 Revenue - Increase intergovernmental from grant proceeds 2,608,674 Expenditure - Increase capital construction (3,958,674) Net adjustment required to the ending fund balance $ - FUND 332 City of Bremerton 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE WATER UTILITY For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovemmental - - Charges for Services 8,954,500 9,483,229 528,729 Fines and Forfeitures - - - Miscellaneous 297,449 297,449 - Transfers in & Other Revenue 5,210 5,210 - Total Revenues 9,257,159 9,785,888 528,729 EXPENDITURES Personnel Expenses 3,738,200 3,792,200 54,000 Supplies, Services, and Taxes 3,421,173 3,403,332 (17,841) Capital Expenditures - - - Debt Service 709,819 709,819 - Transfers Out 1,505,100 2,831,927 1,326,827 Total Expenditures 9,374,292 10,737,278 1,362,986 CHANGES IN WORKING CAPITAL BALANCE Net change in working capital (117,133) (951,390) (834,257) Fund Balances - beginning working capital 693,879 2,070,018 1,376,139 Fund Balances -ending working capital $ 576,746 $ 1,118,628 $ 541,882 The target ending fund balance is 12% of annual expenditures excluding transfers for capital The target fund balance for the 2013 budget as amended is $1,118,628 Projected Balance is $1,118,628 after proposed amendments are completed - which meets the target level Budget Adiustments- New Items Not Previously Approved by Council Revenue - Increase charges for services for additional water charges approved by the rate study 528,729 Expenditure - Increase supplies and services for additional excise tax (36,159) Expenditure - Increase transfer -out to General Fund (PILOT) (111,447) Expenditure - Decrease transfer -out to Arterial Street (budgeted in Water Capital Fund) 200,000 Expenditure - Decrease supplies reallocated to personnel for extra help in admm and water maintenance 54,000 Expenditure - Increase personnel reallocated from supplies for extra help in adman and water maintenance (54,000) Expenditure - Increase transfer -out to Water Capital Fund (1,415,380) Net adjustment required to the ending fund balance $ 834,257 FUND 401 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE WATER CAPITAL For the Year Ended December 31, 2013 Proposed Adj Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - - Charges for Services - - - Fines and Forfeitures - - - Miscellaneous 14,300 14,300 - Transfers in & Other Revenue 450,000 1,875,380 1,425,380 Total Revenues 464,300 1,889,680 1,425,380 EXPENDITURES Personnel Expenses - - - Supplies, Services, and Taxes - - - Capital Expenditures 3,837,000 3,247,000 (590,000) Debt Service - - - Transfers Out - 500,000 500,000 Total Expenditures 3,837,000 3,747,000 (90,000) CHANGES IN WORKING CAPITAL BALANCE Net change in working capital (3,372,700) (1,857,320) 1,515,380 Fund Balances - beginning working capital 3,858,671 4,079,365 220,694 Fund Balances -ending working capital $ 485,971 $ 2,222,045 $ 1,736,074 Budget Adjustments: New Items Not Previously Approved by Council Revenue - Increase other revenue for capital contributions from CIAC Grants 10,000 Revenue - Increase transfer -in from Water Utility Fund 1,415,380 Expenditure - Decrease capital expenditures based on revised rate study project list 90,000 Expenditure - Increase transfer -out to Pacific Avenue Construction Fund (500,000) Expenditure - Decrease capital for Pacific Avenue Construction Project 500,000 Net adjustment required to the ending fund balance $ 1,515,380 FUND 404 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE GOLD MOUNTAIN GOLF COMPLEX For the Year Ended December 31, 2013 Proposed Adj Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ Sales Other Licenses and Permits Intergovernmental Charges for Services 1,975,000 3,855,608 1,880,608 Fines and Forfeitures - Miscellaneous 88,200 - (88,200) Transfers in 15,000 15,000 - Total Revenues 2,078,200 3,870,608 1,792,408 EXPENDITURES Personnel Expenses Supplies, Services, and Taxes 1,792,380 3,491,541 1,699,161 Capital Expenditures - - - Debt Service 283,600 261,200 (22,400) Transfers Out - - Total Expenditures 2,075,980 3,752,741 1,676,761 + CHANGES IN FUND BALANCE Net change in working capital 2,220 117,867 115,647 Fund Balances - beginning worlang capital 45,456 262,065 216,609 Fund Balances -ending working capital $ 47,676 $ 379,932 $ 332,256 The target ending fund balance is 12% of annual expenditures excluding capital The target fund balance for the 2013 budget as amended is $450,328 Projected Balance is $379,932 after proposed amendments are completed - which does not meet the target level Budget Adiustments: Items Previously Approved by Council Expenditure - Decrease debt service for principal and interest associated with debt service refinancing 22,400 Expenditure - Increase supplies and services for changes to Golf Contract with Columbia Hospitality (1,699,161) Revenue - Increase charges for services for changes to Golf Contract with Columbia Hospitality 1,880,608 Revenue - Decrease miscellaneous revenue for changes to Golf Contract with Columbia Hospitality (88,200) Net adjustment required to the ending fund balance $ 115,647 FUND 407 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE WASTEWATER UTILITY For the Year Ended December 31, 2013 Proposed Adj Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ 16,735 $ 16,735 $ - Sales - Other - - Licenses and Permits - - - Intergovernmental - - Charges for Services 13,626,500 13,396,632 (229,868) Fines and Forfeitures - - Miscellaneous 8,300 8,300 - Transfers in & Other Revenue - - Total Revenues 13,651,535 13,421,667 (229,868) EXPENDITURES Personnel Expenses 2,599,200 2,609,200 10,000 Supplies, Services, and Taxes 4,114,346 4,285,802 171,456 Capital Expenditures - - - Debt Service 2,809,689 2,809,689 - Transfers Out 4,600,485 6,162,178 1,561,693 Total Expenditures 14,123,720 15,866,869 1,743,149 CHANGES IN FUND BALANCE Net change in working capital (472,185) (2,445,202) (1,973,017) Fund Balances - begmnmg working capital 1,965,493 3,930,768 1,965,275 Fund Balances- ending working capital $ 1,493,308 $ 1,485,566 $ (7,742) The target ending fund balance is 12% of annual expenditures excluding transfers for capital The target fund balance for the 2013 budget as amended is $1,485,566 Projected balance is $1,485,566 after proposed amendments are completed -which meets the target level Budget Adjustments: New Items Not Previously Approved by Council Expenditure - Increase supplies for additional telecommunication expense (6,456) Expenditure - Increase transfer -out to Wastewater Capital Fund (1,807,667) Revenue - Decrease charges for services for Wastewater Sales associated with rate study analysis (229,868) Expenditure - Decrease supplies and services from professional services in Wastewater Operations 500 Expenditure - Increase supplies for advertising in Wastewater Operations (500) Expenditure - Decrease transfer -out to General Fund (PILOT) 45,974 Expenditure - Decrease transfer -out to Arterial Street Fund (budgeted in Wastewater Capital Fund) 200,000 Expenditure - Increase supplies and services for Wastewater Comp Plan carryover from 2012 (175,000) Expenditure - Decrease supplies and services and reallocate to admin extra help 10,000 Expenditure - Increase personnel reallocated from supplies and services for admen extra help (10,000) Net adjustment required to the ending fund balance $ (1,973,017) FUND 451 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE WASTEWATER CAPITAL For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ - $ - $ - Sales - - Other - - - Licenses and Permits - - - Intergovernmental - - - Charges for Services - - - Fines and Forfeitures - - - Miscellaneous 19,800 19,800 - Transfers in & Other Revenue 2,011,985 4,737,196 2,725,211 Total Revenues 2,031,785 4,756,996 2,725,211 EXPENDITURES Personnel Expenses - - - Supplies, Services, and Taxes - - - Capital Expenditures 5,305,000 5,415,000 110,000 Debt Service - - - Transfers Out - 550,000 550,000 Total Expenditures 5,305,000 5,965,000 660,000 CHANGES IN FUND BALANCE Net change in working capital (3,273,215) (1,208,004) 2,065,211 Fund Balances - beginning working capital 4,447,321 3,228,568 (1,218,753) Fund Balances - ending working capital $ 1,174,106 $ 2,020,564 $ 846,458 Budget Adjustments: New Items Not Previously Approved by Council Revenue - Increase other revenue for contributed capital from grants and PSE Rebate 917,544 Revenue - Increase transfer -in from Wastewater Fund 1,807,667 Expenditure - Increase capital due to IGA Pump Project and revised project list for 2013 (600,000) Expenditure - Increase capital for 2012 carryover on Crosstown Pipeline Project (60,000) Expenditure - Increase transfer -out to Pacific Avenue Construction Fund (550,000) Expenditure - Decrease capital for work being performed on Pacific Ave Fund 550,000 Net adjustment required to the ending fund balance $ 2,065,211 FUND 454 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE STORMWATER UTILITY For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales Other Licenses and Pernuts Intergovernmental - - - Charges for Services 2,362,000 2,554,453 192,453 Fines and Forfeitures - - Miscellaneous 1,400 1,400 - Transfers in & Other Revenue - - Total Revenues 2,363,400 2,555,853 192,453 EXPENDITURES Personnel Expenses 784,500 804,500 20,000 Supplies, Services, and Taxes 883,422 866,597 (16,825) Capital Expenditures - - - Debt Service 14,599 14,599 - Transfers Out 472,400 1,572,792 1,100,392 Total Expenditures 2,154,921 3,258,488 1,103,567 CHANGES IN FUND BALANCE Net change in working capital 208,479 (702,635) (911,114) Fund Balances - beginning working capital 438,478 966,225 527,747 Fund Balances -ending working capital $ 646,957 $ 263,590 $ (383,367) The target ending fund balance is 12% of annual expenditures excluding transfers for capital The target fund balance for the 2013 budget as amended is $263,590 Projected Balance is $263,590 after proposed amendments are completed which meets the target level Budget Adtustments: Items Previously Approved by Council New Items Not Previously Approved by Council Revenue - Increase charges for services for additional stormwater charges approved by the rate study 192,453 Expenditure - Increase supplies and services for additional excise tax payment (3,175) Expenditure - Increase transfer -out to General Fund for PILOT (11,547) Expenditure - Increase transfer -out to Street Fund for PILOT (26,943) Expenditure - Increase transfer -out to Stormwater Capital Fund due to rate study analysis (1,061,902) Expenditure - Decrease supplies and reallocate to personnel for seasonal extra help 20,000 Expenditure - Increase personnel reallocated from supplies for seasonal extra help (20,000) Net adjustment required to the ending fund balance $ 911,114 FUND 481 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE GORST CREEK WATERSHED For the Year Ended December 31, 2013 Proposed Adl Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ - $ - $ - Sales - - - Other - - - Licenses and Permits - - - Intergovernmental 261,670 346,738 85,068 Charges for Services - - - Fmes and Forfeitures - - - Miscellaneous 690 690 - Transfers in - - - Total Revenues 262,360 347,428 85,068 EXPENDITURES Personnel Expenses - - Supplies, Services, and Taxes 350,000 483,239 133,239 Capital Expenditures - - - Debt Service - - - Transfers Out - - Total Expenditures 350,000 483,239 133,239 CHANGES IN FUND BALANCE Net change in working capital (87,640) (135,811) (48,171) Fund Balances - beginning working capital 93,604 138,058 44,454 Fund Balances- ending working capital $ 5,964 $ 2,247 $ (3,717) Budget Adjustments Items Previously Approved by Council New Items Not Previously Approved by Council Revenue - Increase intergovernmental revenue due to protect carryover from 2012 85,068 Expenditure - Increase supplies and services due to protect carryover from 2012 (133,239) Net adjustment required to the ending fund balance $ (48,171) FUND 482 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE STORMWATER CAPITAL For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ - $ - $ - Sales - - - Other - - - Licenses and Perirnts - - - Intergovernmental - - - Charges for Services - - - Fmes and Forfeitures - - - Miscellaneous - - - Transfers in & Other Revenue 233,297 1,675,199 1,441,902 Total Revenues 233,297 1,675,199 1,441,902 EXPENDITURES Personnel Expenses - - - Supphes, Services, and Taxes - - - Capital Expenditures 753,000 703,000 (50,000) Debt Service - - - Transfers Out - - - Total Expenditures 753,000 703,000 (50,000) CHANGES IN FUND BALANCE Net change in worlang capital (519,703) 972,199 1,491,902 Fund Balances -begui ung working capital 2,537,695 2,072,467 (465,228) Fund Balances -endmg worlang capital $ 2,017,992 $ 3,044,666 $ 1,026,674 Budget Adiustments: Items Previously Approved by Council New Items Not Previously Approved by Council Revenue - Increase other revenue for additional capital contributions from Department of Ecology 250,000 Revenue - Increase transfer-in from Stormwater O & M Fund 481 due to rate study analysis 1,061,902 Revenue - Increase transfer-in from General Fund for Anderson Cove Protect 130,000 Expenditures - Decrease capital based on rate study analysis 50,000 Net adjustment required to the ending fund balance $ 1,491,902 FUND 484 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE RISK MANAGEMENT INTERNAL SERVICE FUND For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - Charges for Services - Fines and Forfeitures - Miscellaneous 1,533,513 1,533,513 - Transfers in - Total Revenues 1,533,513 1,533,513 - EXPENDITURES Personnel Expenses 240,000 240,000 - Supplies, Services, and Taxes 1,289,177 1,293,477 4,300 Capital Expenditures - Debt Service - Transfers Out - Total Expenditures 1,529,177 1,533,477 4,300 CHANGES IN FUND BALANCE Net change in working capital 4,336 36 (4,300) Fund Balances - beginning working capital 1,861,723 1,982,043 120,320 Fund Balances -ending working capital $ 1,866,059 $ 1,982,079 $ 116,020 Budget Adlustments: New Items Not Previously Approved by Council Expenditure - Increase supplies for technical correction associated with Safety Officer (4,300) Net adjustment required to the ending fund balance $ (4,300) FUND 503 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE EMPLOYMENT SECURITY For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ - $ - $ - Sales - - - Other - - - Licenses and Permits - - - Intergovernmental - - - Charges for Services - - - Fmes and Forfeitures - - - Miscellaneous 232,400 232,400 - Transfers in - - Total Revenues 232,400 232,400 - EXPENDITURES Personnel Expenses 180,000 180,000 - Supplies, Services, and Taxes - - - Capital Expenditures - - - Debt Service - - - Transfers Out - - - Total Expenditures 180,000 180,000 - CHANGES IN FUND BALANCE Net change in working capital 52,400 52,400 - Fund Balances- begummg working capital 102,554 185,374 82,820 Fund Balances- ending working capital $ 154,954 $ 237,774 $ 82,820 Budget Adiustments: Items Previously Approved by Council New Items Not Previously Approved by Council Net adjustment required to the ending fund balance $ _ FUND 506 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE ACCUMULATED LEAVE LIABILITY For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property - Sales - - - Other - - - Licenses and Permits - - - Intergovernmental - - - Charges for Services - - - Fines and Forfeitures - - - Miscellaneous 234,900 234,900 - Transfers in - - - Total Revenues 234,900 234,900 - EXPENDITURES Personnel Expenses 200,000 200,000 - Supplies, Services, and Taxes - - - Capital Expenditures - - - Debt Service - - - Transfers Out - _ _ Total Expenditures 200,000 200,000 - CHANGES IN FUND BALANCE Net change in working capital 34,900 34,900 - Fund Balances - begmmng working capital 38,206 11,938 (26,268) Fund Balances -ending working capital $ 73,106 $ 46,838 $ (26,268) Budget Adiustments: Items Previously Approved by Council New Items Not Previously Approved by Council Net adjustment required to the ending fund balance $ _ FUND 507 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE EQUIPMENT RENTAL RESERVE - OPERATIONS AND MAINTENANCE For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - Charges for Services 1,578,000 1,578,000 - Fmes and Forfeitures - - Miscellaneous 640 640 - Transfers in & Other Financing - - - Total Revenues 1,578,640 1,578,640 - EXPENDITURES Personnel Expenses 504,800 504,800 - Supplies, Services, and Taxes 1,126,817 1,126,817 - Capital Expenditures - - - Debt Service - - - Transfers Out - - - Total Expenditures 1,631,617 1,631,617 - CHANGES IN FUND BALANCE Net change in working capital (52,977) (52,977) - Fund Balances - beginning working capital 185,644 246,522 60,878 Fund Balances -ending working capital $ 132,667 $ 193,545 $ 60,878 Budget Adtustments: New Items Not Previously Approved by Council Net adjustment to ending fund balance required $ - FUND 509 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE EQUIPMENT RENTAL RESERVE - RESERVES For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ - $ - Sales - - Other - - Licenses and Permits - - Intergovernmental - - Charges for Services - - Fines and Forfeitures - - - Miscellaneous 33,800 33,800 - Transfers in & Other Financing 25,000 25,000 - Total Revenues 58,800 58,800 - EXPENDITURES Personnel Expenses - - Supplies, Services, and Taxes - - Capital Expenditures 384,000 384,000 - Debt Service - - Transfers Out - - Total Expenditures 384,000 384,000 - CHANGES IN FUND BALANCE Net change in working capital (325,200) (325,200) - Fund Balances- begmning working capital 5,881,134 5,713,485 (167,649) Fund Balances -ending working capital $ 5,555,934 $ 5,388,285 (167,649) Budget Adiustments: New Items Not Previously Approved by Council Net adjustment required to the ending fund balance $ - FUND 510 CITY OF BREMERTON 2013 ANTICIPATED REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCE INFORMATION SERVICES For the Year Ended December 31, 2013 Proposed Add Required Adopted Mid -Year From The Budget Budget Adopted Budget 2013 2013 2013 REVENUES Taxes Property $ $ $ - Sales - Other - Licenses and Permits - Intergovernmental - Charges for Services 1,100,973 1,075,866 (25,107) Fines and Forfeitures - - - Miscellaneous - - - Transfers in - - - Total Revenues 1,100,973 1,075,866 (25,107) EXPENDITURES Personnel Expenses 536,200 473,700 (62,500) Supplies, Services, and Taxes 541,467 663,860 122,393 Capital Expenditures 85,000 - (85,000) Debt Service - - - Transfers Out - - - Total Expenditures 1,162,667 1,137,560 (25,107) ' CHANGES IN FUND BALANCE Net change in worinng capital (61,694) (61,694) - Fund Balances - beginning working capital 127,858 223,639 95,781 Fund Balances -ending working capital $ 66,164 $ 161,945 $ 95,781 Budget Adtustments: New Items Not Previously Approved by Council Expenditure - Decrease capital and reallocate to supplies 85,000 Expenditure - Increase supplies for phone system equipment reallocated from capital (85,000) Expenditure - Decrease personnel due to staffing changes and reallocate a portion to supplies and services 62,500 Expenditure - Increase supplies for a portion of reallocated personnel for computer related equipment (30,937) Expenditure - Increase supplies for additional Wastewater telecommunications expense (6,456) Revenue - Increase charges for services for additional telecommunications expense in Wastewater 6,456 Revenue - Decrease charges for services for Golf Fund telecommunications (31,563) Net adjustment required to the ending fund balance $ FUND 511 City of Bremerton Personnel REVISED Monthly Salary Range Function/Department 2007 2008 2009 2010 2011 2012 2013 2013 Low High City Council City Council 900 900 900 900 900 900 900 900 $1,000 $1,150 Legislative Assistant 100 100 100 100 100 100 100 100 $5,366 $6,538 Council /Auditor Assistant 080 080 080 080 080 080 080 080 $4,627 $5,638 Total City Council 1080 1080 1080 1080 1080 1080 1080 1080 Executive Mayor 100 100 100 100 100 100 100 100 $10,202 $10,202 Executive Assistant 100 100 100 100 100 100 too 100 $5,366 $6,538 Total Executive 200 200 200 200 200 200 200 200 Financial Services Director of Financial Services 100 100 100 100 100 100 100 100 $9,239 $11,256 Assistant Director of Financial Services 100 100 100 100 100 100 100 100 $6,869 $8,370 City Clerk 100 100 100 100 100 100 100 100 $6,223 $7,583 Deputy City Clerk - 100 100 100 - - - $4,170 $4,909 Assistant Finance Officer 100 100 - - - - $6223 $7583 PW Financial Manager - - - - - - 100 100 $6,223 $7,583 Budget Analyst 100 100 100 100 100 100 100 100 $5,108 $6223 Office Assistant Sr Spec 100 - - - - - - - $3,742 $4,403 Accounting Assistant Sr 300 400 300 300 300 300 400 400 $3,684 $4,333 Accounting Assistant II 200 - 200 200 200 100 100 100 $3,371 $3,887 Payroll Specialist 100 100 100 100 100 100 100 100 $3,742 $4,403 Customer Service Representative - 100 - - - - - - $3,196 $3742 Part-Time Clerical 038 038 038 038 038 038 038 $1,573 $3,539 Total Financial Services 1200 1238 1138 1138 1038 938 1138 11 38 Human Resources Human Resources Manager 100 too 100 100 100 100 100 100 $6,538 $7,966 Human Resources Analyst 11 100 100 100 100 100 - - - $5 108 $6,223 Civil Service Officer/HR Assistant 100 100 - - - - - - $4,627 $5,638 Human Resources Assistant - - - - - 100 100 100 $3,371 $3,950 Total Human Resources 300 300 200 200 200 200 200 200 Legal City Attorney 100 100 100 100 100 100 100 100 $9,706 $11,826 Assistant City Attorney II 200 200 200 200 100 100 100 100 $7,217 $8,793 Assistant City Attorney I - - 100 too 100 200 100 100 $5,923 $7217 Prosecutor ❑ - 100 100 100 100 100 $5 108 $6,223 Prosecutor I - - 100 - - - - $4,404 $5,366 Risk Manager 100 100 - - - - - - $6,869 $8,370 Risk Management Specialist - - 100 100 100 100 100 100 $5638 $6,869 Paralegal 100 100 100 - - - - - $5,366 $6,538 Legal Assistant IJ - - 100 200 200 200 200 200 $3,990 $4,862 Legal Assistant I 050 055 100 - - - - - $3,798 $4,627 Total Legal 550 555 900 800 700 800 700 700 Municipal Court Municipal Court Judge too 100 100 100 100 100 100 100 $11,219 $11,219 Court Administrator 100 100 100 100 100 100 100 100 $6,538 $7,966 Probation Officer 100 100 100 100 100 100 100 100 $4170 $4,909 Legal Technician Sr 100 100 100 100 100 200 200 200 $4,652 $5,479 Legal Technician 600 600 700 700 700 500 450 450 $3,371 $3,950 Total Municipal Court 1000 1000 1100 1100 1100 1000 950 950 City of Bremerton Personnel REVISED Monthly Salary Range Function/Department 2007 2008 2009 2010 2011 2012 2013 2013 Low High Commumty Development Director of Community Development 100 100 100 too 100 100 100 100 $8,793 $10714 Assistant Director 100 100 100 100 100 100 100 100 $6,869 $8370 Building Official - - - - - 100 100 $6,538 $7,966 Senior Planner 11 200 200 - - - $5,366 $6,538 Office Assistant Sr Spec 100 100 100 100 100 - - - $3,742 $4,333 Code Enforcement Officer 100 100 100 100 100 100 100 100 $5,179 $6,122 Project Assistant - - - 100 100 100 100 100 $3,742 $4,403 Planner It 100 100 100 100 300 300 300 300 $5,179 $6,122 Planner I 200 200 200 200 - - - - $4,652 $5,479 Building Development Specialist 11I 100 100 100 100 100 100 - - $5,179 $6,122 Building Development Specialist lI 100 100 100 100 100 100 100 100 $4,652 $5,479 Building Development Specialist 1 200 200 100 100 100 100 too 100 $3,750 $4,652 Total Community Development 1300 1300 1000 1100 1100 1000 1000 1000 Police Department Police Chief 100 100 100 100 100 100 100 100 $9,706 $11826 Police Captain 200 200 200 200 200 200 200 200 $8,957 $10,121 Police Lieutenant 300 300 300 300 300 200 200 200 $7,864 $8,886 Police Sergeant (100 FTE UNFUNDED in 2013) 800 800 800 800 800 800 800 800 $6,777 $7,370 Police Officer 5200 5200 5200 4900 4600 4500 4500 4500 $5,079 $6,573 Court Home Detention Specialist 100 100 150 150 100 100 100 100 $4,170 $4909 Warrant Server 300 300 200 200 200 200 200 200 $4,170 $4909 Police Support Manager 100 100 100 100 - - - - $5638 $6869 Police Records Specialist 11 500 500 500 500 400 400 400 400 $3,553 $4,170 Office Assistant Sr 400 400 400 300 300 300 300 300 $3,318 $3,887 Evidence Property Control Specialist 100 100 100 100 100 100 100 100 $3,196 $3,742 Lead Evidence Property Control Specialist 100 100 100 100 too 100 100 100 $3,371 $3,950 Community Resource Specialist 100 100 100 100 100 060 100 100 $4652 $5,479 Total Police Department 8300 83 00 8250 7850 7300 7060 7100 7100 Fire Department Fire Chief 100 100 100 100 100 100 100 100 $9,239 $11,256 Assistant Fire Chief 100 100 100 too 100 - - - $8,370 $10,298 Battalion Chief 100 100 100 300 300 300 300 300 $8,827 $9,269 Battalion Chief Training 100 100 100 100 100 $9,217 $9377 Fire Captain 300 300 300 300 300 300 300 300 $8,048 $8571 Fire Captain - Deputy Fire Marshal 100 100 100 100 100 100 100 100 $8,437 $8,860 Fire Captain - Medical Officer 100 100 100 100 - 100 100 100 $8,632 $9,064 Firefighter/Fire Prevention 200 200 100 100 100 100 100 100 $7,464 $7,837 Fire Lieutenant Training 100 - - - - $7,854 $8246 Fire Lieutenant 1300 1300 1300 900 1000 900 900 900 $7464 $7,837 Firefighter 1200 1200 1800 1500 1400 1500 1500 1500 $4,543 $6,490 Firefighter /SCBA 300 300 300 300 300 300 300 300 $4,725 $6,750 Firefighter/Equipment Maintenance 300 300 300 300 300 300 300 300 $4,725 $6,750 Paramedic/Firefighter 1500 1500 1500 1500 1500 1400 1400 1400 $5,111 $7302 Office Assistant Sr Spec 100 100 100 100 100 100 100 100 $3,742 $4,403 Office Assistant 11 100 100 - - - - - - $3,037 $3,553 Total Fire Department 5800 58 00 6200 59 00 5700 5600 5600 5600 City of Bremerton Personnel REVISED Monthly Salary Range Function/Department 2007 2008 2009 2010 2011 2012 2013 2013 Low High City Auditor City Auditor 100 100 100 too 100 100 100 100 $7,217 $8,793 Council /Auditor Assistant 020 020 020 020 020 020 020 020 $4,627 $5,638 Total City Auditor 120 120 120 120 120 120 120 120 Parks & Recreation Director of Parks & Recreation 100 100 100 too 100 100 100 100 $8,370 $10,198 Parks Development Planner 100 100 100 100 100 100 100 100 $5,366 $6,538 Parks Maintenance Manager 100 100 100 100 100 100 100 100 $5,638 $6,869 Athletics/Recreation Manager 100 100 100 100 100 100 100 100 $5638 $6,869 Parks Maintenance Supervisor 100 100 100 100 100 100 100 100 $5,479 $6,469 Professional/Management - 055 055 - - - - - $3,093 $3,093 Office Assistant III 100 100 100 100 100 $3,196 $3,742 Office Assistant 11 100 100 100 100 - $3037 $3,553 Parks Facilities Specialist 100 100 - - - $4,909 $5,791 Parks Service Specialist Sr 400 400 400 400 400 400 400 400 $4,170 $4,909 Parks Service Specialist 400 400 400 400 400 400 400 400 $3,742 $4,403 Parks Laborer 550 550 450 450 300 300 200 200 $2,737 $3,196 Recreation Program Coordinator Ill 100 200 200 200 200 200 200 200 $4,170 $4,909 Recreation Program Coordinator II 200 200 200 200 100 100 100 100 $3,950 $4,652 Recreation Program Coordinator 1 300 200 100 100 - - - - $3371 $3,950 Total Parks & Recreation 2750 2805 2505 2450 2000 1900 1800 1800 Engineenng City Engineer 100 100 100 100 100 100 100 100 $8,370 $10,198 Managing Engineer 200 200 200 200 200 200 200 200 $6,869 $8,370 Project Manager 200 200 200 200 100 - - - $6,538 $7,966 Accounting Assistant Senior - - - - - - - - $3,742 $4,403 Office Assistant Senior 100 100 100 100 100 100 100 100 $3,371 $3,950 Project Assistant 100 100 100 100 100 100 100 100 $3,742 $4,403 Civil Engineer 111 100 100 100 100 100 100 100 100 $6,122 $7,183 Civil Engineer lI 300 300 300 300 200 200 200 300 $5,791 $6,831 Civil Engineer I 100 100 100 100 100 100 100 - $5,179 $6122 Engineenng Technician Sr 200 200 200 200 too too 100 100 $5,791 $6,831 Engmeenng Technician IV 500 600 600 600 600 600 600 600 $4,909 $5,791 Engineenng Technician 111 300 200 200 - - - - - $4,403 $5,179 Engineenng Technician 11 100 100 too 100 200 $3950 $4,652 Permit Technician 100 100 100 100 - $3950 $4,652 Total Engineering 2400 2400 2400 2200 1900 1600 1600 1600 Economic Development Redevelopment Projects Administrator 100 100 100 - - - - - $9,057 $11,036 Office Assistant Sr 100 - - $3371 $3,950 Total Economic Development 200 100 100 - - - - - Total General Fund 25200 25198 25193 24138 22438 21498 21488 21488 City of Bremerton Personnel REVISED Monthly Salary Range Function/Department 2007 2008 2009 2010 2011 2012 2013 2013 Low High Community Development Block Grant Community Development Programs Administrator 100 100 100 100 100 100 100 100 $5,638 $6,869 Community Development Programs Coordinator 100 100 100 100 - - - - $5,108 $6,223 Community Development Programs Specialist - - - - 100 100 - - $4,404 $5,366 Total Community Development Block Grant 200 200 200 200 200 200 100 100 BKAT Public Access Manager 100 100 100 100 100 100 too 100 $5,366 $6,538 Production Administrator 100 100 100 100 100 100 100 100 $4627 $5,638 Total BKAT 200 200 200 200 200 200 200 200 Park Plaza Construction Fund Redevelopment Projects Administrator - - - 100 - - - - $9,239 $11,256 Total Park Plaza Construction Fund - - - 100 Public Works & Utilities Street Department Public Works Operations Manager 100 100 100 100 too 100 100 100 $6,869 $8,370 Electronics Supervisor 100 100 100 100 100 - - - $5479 $6,469 Street Service Specialist Supervisor 200 200 200 200 200 100 100 100 $5,479 $6,469 Sign Shop Service Specialist Supervisor 100 100 100 100 - - - - $5,479 $6469 Electronics Technician 400 400 400 100 100 100 100 100 $4,909 $5,791 Journey Electrician 200 200 300 300 200 200 200 200 $4,909 $5,791 Street Service Specialist Sr 300 300 300 300 300 200 200 200 $4,403 $5,179 Street Service Specialist 500 500 300 300 300 300 300 300 $3,950 $4652 Sign Shop Service Specialist Sr 100 100 100 100 100 100 100 100 $4,403 $5,179 Sign Shop Service Specialist 100 100 100 - - - - - $3,950 $4,652 Accounting Assistant Senior 100 100 100 100 100 - - - $3,742 $4,403 Total Street Department 2200 2200 2100 1700 1500 1100 1100 1100 Public Works & Utility Administration Director of Public Works & Utilities 1 00 100 100 100 100 100 100 100 $9,239 $11,256 Project Manager 1 00 1 00 1 00 - - - - - $6,538 $7,966 PW &U Financial Manager 100 100 100 too 1 00 100 - - $6,223 $7,583 Administration Division Manager 100 too 100 100 - - 100 100 $5,366 $6,538 Utility Accounts Supervisor 1 00 1 00 1 00 100 100 100 100 100 $4,909 $5,791 Accountant 100 100 100 100 100 - - - $4,652 $5,479 Accounting Assistant Senior 300 200 200 200 200 200 - - $3,742 $4,403 Accounting Assistant III 100 100 100 100 100 100 100 100 $3,553 $4,170 Accounting Assistant II 200 100 100 100 too 100 100 100 $3371 $3950 Customer Service Representative 100 200 200 200 200 200 100 100 $3,196 $3,742 Office Assistant Senior Spec 100 100 100 100 100 100 - - $3,684 $4,333 Office Assistant Senior 100 100 100 too 100 100 200 300 $3371 $3,950 Office Assistant lI 200 200 200 200 100 100 too - $ 3,037 $3,553 Web Support Specialist 100 100 100 100 - - - - $3,742 $4,403 Total Utility Administration 1800 /700 1700 1600 1300 1200 900 900 City of Bremerton Personnel REVISED Monthly Salary Range Function/Department 2007 2008 2009 2010 2011 2012 2013 2013 Low High Utility Operations Water Resources Water Resources Manager 100 100 100 100 100 100 100 100 $6869 $8,370 Water Operator Lead 100 100 100 100 100 100 100 100 $4,909 $5,791 Water Operator Senior 200 200 200 200 200 200 200 200 $4,403 $5,179 Water Operator 200 200 200 200 200 200 200 200 $3,950 $4,652 Water Resources Operations Supervisor 100 100 100 100 100 100 100 100 $5,479 $6,469 Water Resources Assistant 100 100 100 100 - - - - $3,553 $4170 Electronics Technician - - - - - 100 100 100 $4,909 $5,791 Environmental Technician 250 250 275 275 300 300 300 300 $4,909 $5,791 Total Water Resourc es 1050 1050 1075 1075 1000 1100 1100 1100 Wastewater Wastewater Manager 100 100 100 100 100 100 100 100 $6869 $8,370 Wastewater Treatment Plant Operations Supv 100 100 100 100 100 100 100 100 $5479 $6,469 Wastewater Treatment Plant Maint Supv 100 100 100 100 100 100 100 100 $5,479 $6,469 Wastewater Treatment Plant Operator I 300 300 300 300 300 300 300 300 $4,652 $5,479 Wastewater Treatment Plant Operator II 200 200 200 200 200 200 200 200 $4,909 $5,791 Wastewater Treatment Plant Operator Trainee - - - 100 - - - - $3,950 $4,652 Wastewater Treatment Plant Maint Tech 400 400 400 400 400 400 400 400 $4,170 $4,909 Electronics Technician 100 150 100 100 100 100 - - $4,830 $5,699 WWTP Instrumentation & Control Specialist - - - - - - 100 100 $4,830 $5,699 Journey Electrician 150 100 100 100 100 100 100 100 $4,830 $5,699 WWTP Laboratory Technician 100 100 100 100 100 100 100 100 $4,403 $5,179 Computerized Maint Mgmt Sys Tech 100 100 100 100 100 100 100 100 $4,909 $5,791 Accounting Assistant Senior 100 100 100 100 100 too 100 100 $3,742 $4,403 Total Wastewater 1750 1750 1700 1800 1700 1700 1700 1700 Utilities Operations & Facilities Utility Operations Manager 100 100 100 100 too 100 100 100 $6,869 $8,370 Water Distribution Supervisor 100 100 100 100 100 100 100 100 $5,479 $6,469 Utilities Service Specialist Supervisor 100 - - - - - - - $5,479 $6,469 Lead Utilities Service Specialist 300 400 300 300 300 300 300 300 $4,909 $5,791 Lead Water Distribution Specialist 100 - - - - - - - Utihties Service Specialist Senior 700 800 900 900 900 900 900 900 $4,403 $5,179 Utilities Service Specialist 1100 1100 1100 1100 1100 900 900 900 $3,950 $4,652 Sewer /Storm Collection Supervisor - 100 100 100 100 100 100 100 $5,479 $6469 Cross Connection Control Specialist 100 100 100 100 100 100 100 100 $5,179 $6,122 Lead Facilities Service Specialist 100 100 100 100 100 100 100 100 $4,909 $5,791 Facilities Service Specialist Senior 100 100 100 100 100 100 100 100 $4,403 $5 179 Facilities Service Specialist 200 200 200 200 200 200 200 200 $3,950 $4652 Facilities/Inventory Supervisor 100 100 100 100 100 100 100 100 $5,479 $6,469 Total Unlittes Operations & Facilities 3100 3200 3200 3200 3200 3000 3000 3000 Forestry Forestry Manager 100 100 100 100 100 100 100 100 $6869 $8,370 Forestry Service Specialist Supervisor 100 100 100 100 100 100 100 100 $5,791 $6,831 Forestry Service Specialist Senior 200 200 200 200 200 200 200 200 $4,170 $4,909 Total Forestry 400 400 400 400 400 400 400 400 Total Public Works & Utility Operations 10300 10300 10175 9775 9100 8500 8200 8200 City of Bremerton Personnel REVISED Monthly Salary Range Function/Department 2007 2008 2009 2010 2011 2012 2013 2013 Low High Equipment Maintenance Fleet Manager 100 100 100 100 100 - - - $5,923 $7,217 Accounting Assistant If 100 100 100 100 100 100 - - $3,371 $3,950 Automotive Equipment Technician Supervisor 100 100 100 100 100 100 100 100 $5,479 $6,469 Automotive Equipment Tech 300 300 300 300 300 200 200 200 $4,403 $4,179 Automotive Technician Assistant - 100 100 100 100 100 100 100 $3,371 $3,950 Total Equipment Maintenance 600 700 700 700 700 500 400 400 Information Technology Information Systems Manager too 100 100 100 100 100 100 100 $6,869 $8,370 Network Administrator 100 100 100 100 100 100 100 100 $5,479 $6,469 Application Support Analyst - 100 100 100 100 100 100 100 $4,909 $5,791 Lead PC Technician - 100 100 100 100 100 100 100 $4,909 $5,791 Customer Service/PC Technician 100 - - - - - - $4,909 $5,791 PC Technician 200 100 100 100 100 - - $4,403 $5,179 Web Support Specialist - - - - 100 100 100 100 $3684 $4,333 Total Information Technology 500 500 500 500 600 500 500 500 Total Employees 37000 37098 36968 35613 33238 31398 30888 30888 FTE Per 1,000 Population 1033 1006 1010 973 881 809 779 779 City Population 35,810 36,860 36,620 36,620 37,729 38,790 39,650 39,650 AGENDA BILL CITY OF BREMERTON CITY COUNCIL ■■ �������������s������e����a���000MEE00000M000000E0E0NEEa SUBJECT: Schedule 74 Conversion Study Session Date May 22, 2013 Construction Agreement with Puget Sound COUNCIL MEETING Date June 5, 2013 Energy in Conjunction with the Pacific Department PW &U Avenue —6 th to 11 Streets Project Presenter Chal Martin Phone 360 473 5758 SUMMARY. With the urban redevelopment of Pacific Avenue, the City has chosen to underground the private aerial facilities from 6 Street up to 9 Street, including electrical The underground conversion is to be completed in accordance with Puget Sound Energy (PSE) Tariff G, Schedule 74 Approval of the design phase of the Schedule 74 agreement was approved by City Council April 20, 2011 The design of the conversion has now been completed and accepted by the City and PSE, and the attached Construction Agreement is now to be approved by City Council ATTACHMENTS 1 Construction Agreement FISCAL IMPACTS (Include Budgeted Amount) Total estimated cost to the City for completion of the Schedule 74 with PSE will be approximately $143,206, 86 5% of the total costs are funded by grants The 13 5% matching cost to the City is $19,333 The undergrounding will be for commercial properties only, the property owners are responsible for their costs on their property, which have been coordinated with them The project is included in the Arterial Street Budget STUDY SESSION AGENDA ❑x No Presentation ❑ Full Presentation STUDY SESSION ACTION: ❑ Consent Agenda ❑X General Business ❑ Public Hearing RECOMMENDED MOTION Move to approve Schedule 74 Conversion Construction Agreement with PSE and authorize the Mayor to finalize and execute the agreement with substantially the same terms and conditions as presented COUNCIL ACTION ❑ Approve ❑ Deny ❑ Table ❑ Continue ❑ No Action Form Updated 01/25/13 PUGET SOUND ENERGY The Energy To Do Great Things March 21, 2013 Mr. Gunnar Fdddksson City of Bremerton 3027 Olympus Dr Bremerton, WA 98310 Office: 360- 473 -2354 Fax. 360 -473 -5398 Email: Gunnar Fndnksson @ci bremerton wa us Re: City of Bremerton Pacific Ave. between 6 and 9"' Sts. PSE Order # 101069305 Dear Gunnar Attached please find for your review and signature two (2) copies each of Puget Sound Energy's 1) estimate to perform the overhead to underground conversion work for the Pacific Ave. road project, 2) the Project Plan and 3) the Project Construction Agreement The construction estimate is based on the scope of work developed by PSE for converting the existing overhead electrical facilities to underground facilities within the conversion area. The PSE Construction Estimate is $382,240.00 The City's commitment is 40% of this amount which equals: $143,206.00 PSE is prepared to perform this conversion work in conjunction with the city. Please don't hesitate to contact me at 360 - 475 -7020 if you have any question or concerns. Sincerely, Thomas M Brobst Municipal Liaison Manager Puget Sound Energy 360 -475 -7020 Enclosures City of Bremerton Pacific Ave from 6"' to 9"' Streets PSE Order # 101069305 Puget Sound Energy * 6522 Kitsap Way * Bremerton, WA 98312 * 360 -475 -7020 PUGET SOUND ENERGY The Er e 7b Do Great Things SCHEDULE 74 UNDERGROUND CONVERSION Project Construction Agreement Project Name• City of Bremerton Pacific Ave from a St. to 9P St Underground Conversion Project Number Order # 101069305 THIS Agreement, dated as of this 21 day of March, 2013, is made by and between City of Bremerton, (the "Government Entity"), and PUGET SOUND ENERGY, Inc., a Washington Corporation (the "Company") This agreement replaces the prior construction agreement dated July 13, 2011. RECITALS A. The Company is a public service company engaged in the sale and distribution of electric energy, and pursuant to its franchise or other rights from the Government Entity, currently locates its electric distribution facilities within the junsdictionai boundaries of the Government Entity. B. The Government Entity has determined that it is necessary to replace the existing overhead electric distribution system within the area specified in the Project Plan (as defined below) (the "Conversion Area") with a comparable underground electric distribution system, all as more specifically described in the Project Plan (the "Conversion Project") C The Government Entity and the Company have previously entered into a Project Design Agreement dated as of April 26, 2011 (the "Design Agreement"), pursuant to which the parties completed certain engineering design, cost assessment, operating rights planning and other preliminary work relating to the Conversion Project and, in connection with that effort, developed the Project Plan D. The Government Entity and the Company wish to execute this written contract in accordance with Schedule 74 of the Company's Electric Tariff G ("Schedule 74") to govem the completion of the Conversion Project, which both parties intend shall qualify as an underground conversion under the terms of Schedule 74 AGREEMENT The Government Entity and the Company therefore agree as follows 1 Definitions (a) Unless specifically defined otherwise herein, all terms defined in Schedule 74 shall have the same meanings when used in this Agreement, including, without limitation, the following r) Cost of Conversion, ii) Public Thoroughfare; iii) Temporary Service, iv) Trenching and Restoration, V) Underground Distribution System, and Construction Agreement, Attachment "B" to Schedule 74, City of Bremerton Pacific Ave from 6 to 9 1h St. conversion project PSE Order #101069305 Pagel vr) Underground Service Lines (b) "Company4nitiated Upgrade" shah mean any feature of the Underground Distribution System which is required by the Company and is not reasonably required to make the Underground Distribution System comparable to the overhead distribution system being replaced. For purposes of the foregoing, a "comparable" system shall include, unless the Parties otherwise agree, the number of empty ducts (not to exceed two (2), typically having a diameter of 6" or less) of such diameter and number as may be specified and agreed upon in the Project Plan necessary to replicate the load - carrying capacity (system amperage class) of the overhead system being replaced (c) "Estimated Reimbursable Private Conversion Costs' shall mean the Company's good faith estimate of the Reimbursable Private Conversion Costs, as specified in the Project Plan and as changed and adjusted from time to time in accordance with Section 6, below (d) "Estimated Reimbursable Temporary Service Costs' shall mean the Company's good faith estimate of the Reimbursable Temporary Service Costs, as specified in the Project Plan and as changed and adjusted from time to time in accordance with Section 6, below (e) "Estimated Reimbursable Upgrade Costs" shall mean the Company's good faith estimate of the Reimbursable Upgrade Costs, as specified in the Project Plan and as changed and adjusted from time to time in accordance with Section 6, below (f) "Estimated Shared Company Costs' shall mean the Company's good faith estimate of the Shared Company Costs, as specified in the Project Plan and as changed and adjusted from time to time in accordance with Section 6, below (g) " Estimated Shared Government Costs' shall mean the Government Entity's good faith estimate of the Shared Government Costs, as specified in the Project Plan and as changed and adjusted from time to time ira accordance with Section 6, below (h) "Government-Requested Upgrade" shalt mean any feature of the Underground Distribution System which is requested by the Government Entity and is not reasonably required to make the Underground Distribution System comparable to the overhead distribution system being replaced For purposes of the foregoing, any empty duds installed at the request of the Government Entity shall be a Government-Requested Upgrade (r) "Party" shall mean the Company, the Govemment Entity, or both. (p "Private Property Conversion" shall mean that portion, if any, of the Conversion Project for which the existing overhead electric distribution system is located, as of the date determined in accordance with Schedule 74, (1) outside of the Public Thoroughfare, or (IQ pursuant to rights not derived from a franchise previously granted by the Government Entity or pursuant to rights not otherwise previously granted by the Government Entity. (k) "Project Plan' shall mean the project plan developed by the Parties under the Design Agreement and attached hereto as Exhibit A, as the same may be changed and amended from time to time in accordance with Section 6, below The Project Plan includes, among other things, (i) a detailed descnpbon of the Work that is required to be perbrmed by each Party and any third party, (ii) the applicable requirements and specifications for the Work, (ia) a description of the Operating Rights that are required to be obtained by each Parry for the Conversion Project (and the requirements and specifications with respect thereto), Qv) an dernrzation and summary of the Estimated Shared Company Costs, Estimated Shared Government Costs, Estimated Reimbursable Private Conversion Costs (if any), Estimated Reimbursable Temporary Service Costs (if any) and Estimated Reimbursable Upgrade Costs (d any), and (v) the Work Schedule. Construction Agreement, Attachment 'B' to Schedule 74, City of Bremerton Pacific Ave from a to 9 St. conversion project PSE Order #101069306 Page 2 (1) "Operating Rights" shall mean sufficient space and legal rights for the constriction, operation, repair, and maintenance of the Underground Distnbubon System (m) "Reimbursable Private Conversion Costs" shall mean (i) all Costs of Conversion, if any, incurred by the Company which are attribute* to a Private Properly Conversion, less (ii) the distribution pole replacement costs (if any) that would be avoided by the Company on account of such Private Property Conversion, as determined consistent with the applicable Company distribution facilities replacement program, plus (iii) just compensation as provided by law for the Company's interests in real property on which such existing overhead distribution system was located prior to conversion, provided that the porbon of the Reimbursable Private Conversion Costs attributable to the Costs of Conversion under subparagraph (i) of this paragraph shall not exceed the Estimated Reimbursable Private Conversion Costs without the prior written authorization of the Government Entity (n) "Reimbursable Temporary Service Costs" shall mean all cats incurred by the Company which are attributable to (i) any facilities installed as part of the Conversion Project to provide Temporary Service, as provided for in Schedule 74, and (IQ the removal of any facilities installed to provide Temporary Service (less salvage value of removed equipment), provided that the Reimbursable Temporary Service Cats shall not exceed the Estimated Reimbursable Temporary Service Costs without the prior written authorization of the Government Entity. (o) "Reimbursable Upgrade Cats" shall mean all Costs of Conversion incurred by the Company which are attributable to any Government- Requested Upgrade, provided that the Reimbursable Upgrade Costs shall not exceed the Estimated Reimbursable Upgrade Costs without the prior written authorization of the Government Entity (p) "Shared Company Costs" shall mean all Costs of Conversion (other than Reimbursable Upgrade Costs, Reimbursable Private Conversion Costs and Reimbursable Temporary Service Costs) incurred by the Company in connection with the Conversion Project; provided, however, that the Shared Company Costs shall not exceed the Estimated Shared Company Costs without the prior written authorization of the Government Entity For the avoidance of doubt, the "Shared Company Costs" shall, as and to the extent specified in the Design Agreement, include the actual, reasonable costs to the Company for the "Design Work" perbrmed by the Company under the Design Agreement. (q) "Shared Government Costs" shall mean all Cats of Conversion incurred by the Government Entity in connection with (i) any duct and vault installation Work which the Parties have specified in the Protect Plan is to be performed by the Government Entity as part of the Government Work, and (o) the acquisition of any Operating Rights which the Parties have, by mutual agreement, specified in the Protect Plan are to be obtained by the Government Entity br the Conversion Project, but only to the extent attributable to that portion of such Operating Rights which is necessary to accommodate the facilities of the Company, provided, however, that the Shared Government Costs shall not exceed the Estimated Shared Government Costs without the prior written authorization of the Company (r) "Total Shared Costs" shall mean the sum of the Shared Company Costs and the Shared Government Costs. For the avoidance of doubt, the Total Shared Costs shall not include, without limitation, (I) costs to the Government Entity br Trenching and Restoration, or (n) costs associated with any joint use of trenches by other utilities as permitted under Section 3(b) (s) "Work" shall mean all work to be perbrmed in connection with the Conversion Project, as more specifically described in the Project Plan, including, without limitation, the Company Work (as defined in Section 2(a), below) and the Government Work (as defined in Section 3(a), below). Construction Agreement, Attachment "B" to Schedule 74, City of Bremerton Pacific Ave from a to 9M St conversion project PSE Order #101069305 Page 3 (t) "Work Schedule° shall mean the schedule specified In the Project Plan which sets forth the milestones for completing the Work, as the same may be changed and amended from time to time in accordance with Section 6, below. 2 Obligations of the Com ny. (a) Subject to the terms and conditions of this Agreement, the Company shall do the following as specified in, and in accordance with the design and construction specifications and other requirements set forth in, the Project Plan (the "Company Work°) �) furnish and install an Underground Distribution System within the Conversion Area (excluding any duct and vault installation or other Work which the Parties have specified in the Project Plan is to be performed by the Government Entity), ii) provide a Company inspector on -site at the times specified in the Work Schedule to Inspect the performance of any duct and vault installation Work which the Parties have specified in the Project Plan is to be performed by the Government Entity; and iii) upon connection of those persons or entities to be served by the Underground Distribution System and removal of facilities of any other utilities that are connected to the poles of the overhead system, remove the existing overhead system (including associated Hires and Company -owned poles) of 15,000 volts or less within the Conversion Area except for Temporary Services (b) Upon request of the Government Entity, the Company shall provide periodic reports of the progress of the Company Work identifying (i) the Company Work completed to date, (b) the Company Work yet to be completed, and (iii) an estimate regarding whether the Conversion Project is on target with respect to the Estimated Shared Company Costs, the Estimated Reimbursable Private Conversion Costs (If any), the Estimated Reimbursable Temporary Service Costs (if any), the Estimated Reimbursable Upgrade Costs (if any) and the Work Schedule (c) Except as otherwise provided in the Company's Electric Tariff G, the Company shall own, operate and maintain all electrical facilities installed pursuant to this Agreement including, but not limited to, the Underground Distribubon System and Underground Service Lines. (d) Subject to the terms and conditions of this Agreement, the Company shall perform all Company Work in accordance with the Project Plan, the Work Schedule and this Agreement 3 Obligations of the Government Entfir (a) Subject to the terms and conditions of this Agreement, the Government Entity shall do the following as specified in, and in accordance with the design and construction specifications and other requirements set forth in, the Project Plan (the "Government Work"). i) provide the Trenching and Restoration; u) perform the surveying for alignment and grades for ducts and vaults; and iii) perform any duct and vault installation and other Work which the Parties have specified in the Project Plan is to be performed by the Government Entity (b) Other utilities may be permitted by the Government Entity to use the trenches provided by the Government Entity for the installation of their facilities so long as such facilities or the installation thereof do not interfere (as determined pursuant to the Companys electrical standards) with the Underground Distribution System or the installation or maintenance thereof. Any such use of the trenches by other utilities shall be done subject to and in accordance with the pint trench design specifications and installation drawings set forth or otherwise identified in the Project Plan, and the Government Entity shall be responsible for the coordination of the design and Installation of the facilities of the other utilities to ensure compliance with such specifications and drawings. Construction Agreement, Attachment OW to Schedule 74, City of Bremerton Pacific Ave from a to SP St conversion project PSE Order #101069305 Page 4 (c) Upon request of the Company, the Government Entity shall provide periodic reports of the progress of the Government Work identifying (i) the Government Work completed to date, (0) the Government Work yet to be completed, and (ui) an estimate regarding whether the Conversion Project is on target with respect to the Estimated Shared Government Costs and the Work Schedule. (d) The Government Entity shall be responsible for coordinating all work to be performed in connection with the street improvement program within the Conversion Area. (e) Subject to the terms and conditions of this Agreement, the Government Entity shall perform all Government Work in accordance with the Project Plan, the Work Schedule and this Agreement. 4 Work Schedule (a) The Government Entity and the Company have agreed upon the Work Schedule as set forth in the Project Plan. Changes to the Work Schedule shall be made only in accordance with Section 6, below (b) Promptly following the execution of this Agreement, and upon completion by the Government Entity of any necessary preliminary work, the Government Entity shall hold a pre-construction meeting involving all participants in the Conversion Project to review project design, coordination requirements, work sequencing and related pre- mobilization requirements. Following the pre- construction meeting, the Govemment Entity shall give the Company written notice to proceed with the Work at least ten (10) business days prior to the commencement date specified in the Work Schedule (c) Subject to the terms and conditions of this Agreement, each Party shall perform the Work assigned to it under this Agreement in accordance with the Work Schedule. So long as the Company performs the Company Work in accordance with the Work Schedule, the Company shall not be liable to the Government Entity (or its agents, servants, employees, contractors, subcontractors, or representatives) for any chums, actions, damages, or liability asserted or arising out of delays in the Work Schedule 5 Location of Facahties All facilities of the Company installed within the Conversion Area pursuant to this Agreement shall be located, and all related Operating Rights shall be obtained, in the manner set forth in the applicable provisions of Schedule 74, as specified by the Parties in the Project Plan. 6 Changes. (a) Either Party may, at any time, by written notice thereof to the other Party, request changes in the Work within the general scope of this Agreement (a "Request for Change'), including, but not limited to (i) changes in, substitutions for, additions to or deletions of any Work, (n) changes in the specifications, drawings and other requirements in the Project Plan, (W) changes in the Work Schedule, and (iv) changes in the location, alignment, dimensions or design of dams included in the Work. No Request for Change shall be effective and binding upon the Parties unless signed by an authorized representative of each Party (b) If any change included in an approved Request for Change would cause a change in the cost of, or the time required for, the performance of any part of the Work, an equitable adjustment shall be made in the Estimated Shared Company Costs, the Estimated Shared Government Costs, the Estimated Reimbursable Private Conversion Costs (d any), the Estimated Reimbursable Temporary Service Costs (d any), the Estimated Reimbursable Upgrade Costs (if any) and/or the Work Schedule to reflect such change. The Parties shall negotiate in good faith with the objective Construction Agreement, Attachment V to Schedule 74, City of Bremerton Pacific Ave from a to 9 St conversion project PSE Order #101069305 Page 5 of agreeing in writing on a mutually acceptable equitable adjustment If the Parties are unable to agree upon the terms of the equitable adjustment, either Party may submit the matter for resolution pursuant to the dispute resolution provisions in Section 10, below (c) The Work Schedule, the Estimated Shared Company Costs, the Estimated Shared Government Costs, the Estimated Reimbursable Private Conversion Costs, the Estimated Reimbursable Temporary Service Costs and/or the Estimated Reimbursable Upgrade Costs shall be further equitably adjusted from time to time to reflect any change in the costs or time required to perform the Work to the extent such change is caused by. (i) any Force Majeure Event under Section 11, below, (ii) the discovery of any condition within the Conversion Area which affects the scope, cost, schedule or other aspect of the Work and was not known by or disclosed to the affected Party prior to the date of this Agreement, or (iii) any change or inaccuracy in any assumptions regarding the scope, cost, schedule or other aspect of the Work which are expressly identified by the Parties in the Project Plan. Upon the request of either Party, the Parties will negotiate in good faith with the objective of agreeing in writing on a mutually acceptable equitable adjustment If, at any time thereafter, the Parties are unable to agree upon the terms of the equitable adjustment, either Party may submit the matter for resolution pursuant to the dispute resolution provisions in Section 10, below (d) Notwithstanding any dispute or delay in reaching agreement or arriving at a mutually acceptable equitable adjustment, each Party shall, if requested by the other Party, proceed with the Work in accordance with any approved Request for Change Any request to proceed hereunder must be accompanied by a written statement setting forth the requesting Party's reasons for rejecting the proposed equitable adjustment of the other Party 7. Compensation and Payment (a) Subject to and in accordance with the terms and conditions of this Agreement (including, without limitation, the payment procedures set forth in this Section 7), payment in connection with the Conversion Project and this Agreement shall be as follows: i) The Total Shared Costs shall be allocated to the Parties in the following percentages. (A) surly percent (60%) to the Company, and (B) forty percent (40%) to the Government Entity ii) The Government Entity shall pay one hundred percent (100%) of all Reimbursable Private Conversion Costs, if any n7 The Government Entity shall pay one hundred percent (100%) of all Reimbursable Upgrade Costs, if any N) The Government Entity shall pay one hundred percent (100%) of all Reimbursable Temporary Service Costs, d any. v) The Government Entity shall pay one hundred percent (100%) of the costs it incurs to perform that portion of the Government Work specified in Section 3(a)(1) and (n) (I e , Trenching and Restoration and surveying). w) The Company shall pay one hundred percent (100%) of the costs I incurs to design, provide and construct any Company -Initiated Upgrade. vii) The Company shall pay one hundred percent (100%) of the costs it incurs to obtain Operating Rights outside the Public Thoroughfare. (b) Based on the allocation of responsibilities set forth in Section 7(a), above, the Parties shall determine the net amount payable by the Government Entity or the Company, as applicable, to the other Party under this Agreement (the "Net Amount'. The Net Amount shad be determined by using the amount of the Total Shared Costs allocated to the Government Entity under Section 7(a)(i), and adjusting such amount as follows Construction Agreement, Attachment "B" to Schedule 74, City of Bremerton Pacific Ave from a to 9 St conversion project PSE Order #101069305 Page 6 1) Subtracting (as a credit to the Government Entity) the amount of the Shared Government Costs. ii) Adding (as a credit to the Company) the amount of all Reimbursable Private Conversion Costs, Reimbursable Upgrade Costs and Reimbursable Temporary Service Costs Ili) Subtracting (as a credit to the Government Entity) any payments previously made to the Company by the Government Entity under the Design Agreement which, under the terms of the Design Agreement, are to be credded to the Government Entity under this Agreement The Net Amount, as so calculated, (A) wig be an amount payable to the Company if it is a positive number, and (8) shall be an amount payable to the Government Entity d it is a negative number. (c) Within sixty (60) business days of completion of the Conversion Project, the Government Entity shall provide the Company with an itemization of the Shared Government Costs (the "Government itemization "), together with such documentation and information as the Company may reasonably request to venly the Government Itemization The Government Itemization shall, at a minimum, break down the Shared Government Costs by the following categories, as applicable: (i) property and related costs incurred and/or paid by the Government Entity, including any costs of obtaining Operating Rights, and (ii) construction costs Incurred and/or paid by the Government Entity, including and listing separately inspection, labor, materials and equipment, overhead and all costs charged by any agent, contractor or subcontractor of the Government Entity (d) Within thirty (30) business days after the Company's receipt of the Government Itemization and requested documentation and information, the Company shag provide the Government Entity a written statement (the "Company Statement') showing (i) an itemization of the Shared Company Costs, (ii) the Parties' relative share of the Total Shared Costs based on the Company's dem¢abon of the Shared Company Costs and the Government Entity's itemization of the Shared Government Costs set forth in the Government Itemization, (iii) any Reimbursable Private Conversion Costs, (iv) any Reimbursable Upgrade Costs, (v) any Reimbursable Temporary Service Costs, (vi) any credits to the Government Entity for payments previously made to the Company by the Government Entity under the Design Agreement which, under the terms of the Design Agreement, are to be credited to the Government Entity under this Agreement, and (cur) the Net Amount, as determined in accordance with Section 7(b), above, together with such documentation and informabon as the Government Entity may reasonably request to verify the Company Statement The itemization of the Shared Company Costs included in the Company Statement shall, at a minimum, break down the Shared Company Costs by the foikr mng categones, as applicable (i) design and engineering costs, and (a) construction costs, including and listing separately inspection, labor, materials and equipment, overhead and all costs charged by any agent, contractor or subcontractor of the Company. (e) Within thirty (30) business days after the Government Entity's receipt of the Company Statement and requested documentation and information, the Net Amount shag be paid by the owing Party to the other Party, as specified in the Company Statement. 8 indemnification. (a) The Government Entity releases and shall defend, indemnify and hold the Company harmless from all claims, losses, harm, liabilities, damages, costs and expenses (including, but not limited to, reasonable attomeys' fees) caused by or arising out of any negligent act or omission or willful misconduct of the Government Entity in its performance under this Agreement During the performance of such activities the Government Entity's employees or contractors shall at ag times remain employees or contractors, respectively, of the Government Entity. Construction Agreement, Attachment 4 8" to Schedule 74, City of Bremerton Pacific Ave from a to SP St conversion project PSE Order #101069305 Page 7 (b) The Company releases and shall defend, indemnify and hold the Government Entity harmless from all claims, losses, harm, liabilities, damages, costs and expenses (including, but not limited to, reasonable attorneys' fees) caused by or arising out of any negligent act or omission or willful misconduct of the Company in its performance under this Agreement During the performance of such activities the Company's employees or contractors shall at all times remain employees or contractors, respectively, of the Company (c) Solely for purposes of enforcing the Indemnification obligations of a Party under this Section 8, each Party expressly waives its immunity under Title 51 of the Revised Code of Washington, the Industrial Insurance Act, and agrees that the obligation to indemnify, defend and hold harmless provided for in this Section 8 extends to any such claim brought against the indemnified Party by or on behalf of any employee of the indemnifying Party The foregoing walver shall not in any way preclude the indemnifying Party from raising such immunity as a defense against any claim brought against the indemndying Party by any of its employees 9 Conversion of Service to Customers within Conversion Area, (a) Upon commencement of the Work, the Government Entity shall no* all persons and entities within the Conversion Area that service lines to such customers must be converted from overhead to underground service within the applicable statutory period foilowing written notice from the Government Entry that service from underground facilities are available in accordance with RCW 35.96.050 Upon the request of any customer, other than a single family residential customer, within the Conversion Area, the Company shall remove the overhead system and connect such persons' and entities' Underground Service lines to the Underground Distribution System. (b) The Parties acknowledge that single family residences within the Conversion Area must (i) provide a seance trench and conduit, in accordance with the Company's specifications, from the underground meter base to the point of service provided during the conversion, and (ii) pay for the secondary service conductors as defined in Schedule 85 of the Company's Electric Tariff G. The Government Entity shall exercise its authority to order disconnection and removal of overhead facilities with respect to owners failing to convert service fines from overhead to underground within the timelines provided in RCW 35 96 050 10 Dispute Resolution. (a) Any dispute, disagreement or claim arising out of or concerning this Agreement must first be presented to and considered by the Parties. A Party who wishes dispute resolution shall notify the other Party in writing as to the nature of the dispute Each Party shall appoint a representative who shall be responsible for representing the Party's interests. The representatives shall exercise good faith efforts to resolve the dispute Any dispute that is not resolved within ten (10) business days of the date the disagreement was first raised by written notice shall be referred by the Parties' representatives in writing to the senior management of the Parties for resolution In the event the senior management are unable to resolve the dispute within twenty (20) business days (or such other period as the Parties may agree upon), each Party may pursue resolution of the dispute through other legal means consistent with the terms of this Agreement All negotiations pursuant to these procedures for the resolution of disputes shall be confidential and shall be treated as compromise and settlement negotiations for purposes of the state and federal rules of evidence (b) Any claim or dispute arising hereunder which relates to any Request for Change or any equitable adjustment under Section 6, above, or the compensation payable by or to either Party under Section 7, above, and which is not resolved by senior management within the time permitted under Section 10(a), above, shall be resolved by arbitration in Seattle, Washington, under the Construction Industry Arbitration Rules of the American Arbitration Association then in effect The decision(s) of the arbitrator(s) shall be final, conclusive and binding upon the Parties. All other Construction Agreement, Attachment 4 W to Schedule 74, City of Bremerton Pacific Ave from a to 9M St conversion project PSE Order #101069305 Page 8 disputes shall be resolved by litigation in any court or governmental agency, as applicable, having jurisdiction over the Parties and the dispute (c) in connection with any arbitration under this Section 10, costs of the arbitrator(s), hearing rooms and other common costs shall be divided equally among the Parties Each Party shall bear the cost and expense of preparing and presenting its own case (including, but not limited to, its own attorneys' fees); provided, that in any arbitration, the arbitrators) may require, as part of his or her decision, reimbursement of all or a portion of the prevailing Party's costs and expenses (including, but not limited to, reasonable attorneys' fees) by the other Party (d) Unless otherwise agreed by the Parties in wnbng, the Parties shall continue to perform their respective obligations under this Agreement during the pendency of any dispute 11. Uncontrollable Forces. In the event that either Parry is prevented or delayed in the performance of any of its obligations under this Agreement by reason beyond its reasonable control (a "Force Majeure Event"), then that Party's performance shall be excused during the Force Majeure Event Force Majeure Events shall include, without limitation, war, civil disturbance, flood, earthquake or other Act of God, storm, earthquake or other condition which necessitates the mobilization of the personnel of a Party or its contractors to restore utility service to customers, laws, regulations, rules or orders of any governmental agency; sabotage, stnkes or similar labor disputes involving personnel of a Party, its contractors or a third party; or any failure or delay in the performance by the other Party, or a third party who is not an employee, agent or contractor of the Party claiming a Force Majeure Event, in connection with the Work or this Agreement. Upon removal or termination of the Force Majeure Event, the Party claiming a Force Majeure Event shall promptly perform the affected obligations in an orderly and expedited manner under this Agreement or procure a substitute for such obligation. The Parties shall use all commercially reasonable efforts to eliminate or minimize any delay caused by a Force Majeure Event 12 Insurance. (a) PSE shall, and shall require each of its contractors to, secure and maintain in force throughout the duration of the Conversion Project (or, d sooner, until termination of this Agreement) comprehensive general liability insurances, with a minimum coverage of $1,000,000 00 per occurrence and $2,000,000.00 aggregate for personal injury; and $1,000,000.00 per occurrence/ aggregate for property damages, and professional liability insurance in the amount of $2,000,000 00 (b) The Government Entity shall ensure that each of its contractors performing any Government Work secures and maintains in force throughout the duration of the Conversion Project (or, d sooner, until termination of this Agreement) insurance policies having the same coverage, amounts and limits as specified Section 12(a), above. (c) In lieu of the insurance requirements set forth in Section 12(a), above, the Company may self - insure against such risks in such amounts as are consistent with good utility practice Upon the Government Entity's request, the Company shall provide the Government Entity with reasonable written evidence that the Company is maintaining such self- insurance. 13 Ql, (a) Agreement Subject To Tariff. This Agreement is subject to the General Rules and Provisions set forth in Tariff Schedule 80 of the Company's efectncal Tariff G and to Schedule 74 of such Tariff as approved by the Washington Utilities and Transportation Commission and in effect as of the date of this Agreement. Construction Agreement, Attachment °B" to Schedule 74, City of Bremerton Pacific Ave from a to 9 th St conversion project PSE Order #101069305 Page 9 (b) Termination. The Government Entity reserves the right to terminate the Conversion Project and this Agreement upon written notice to the Company. In the event that the Government Entity terminates the Conversion Project and this Agreement, the Government Entity shall reimburse the Company for all its reasonably incurred by the Company in connection with the Work performed prior to the effective date of termination. In such event, the costs reimbursable to the Company (i) shall not be reduced by any Shared Government Costs or other costs incurred by the Government Entity, and (ii) shall be paid within thirty (30) days after the receipt of the Company's invoice therefor Sections 1, 5, 7, 8, 9, 10, 11 and 13 shall survive any termination of the Conversion Project and/or this Agreement (c) Facilities Greater Than 15.000 Volts. Nothing in this Agreement shall in any way affect the rights or obligations of the Company under any previous agreements pertaining to the existing or future facilities of greater than 15,000 Vob within the Conversion Area (d) Compliance With Law The Parties shall, in performing the Work under this Agreement, comply with all applicable federal, state, and local laws, ordinances, and regulations (e) No Discriminagn The Company, with regard to the Work performed by the Company under this Agreement, shall comply with all applicable laws relating to discrimination on the basis race, color, national origin, religion, creed, age, sex, or the presence of any physical or sensory handicap in the selection and retention of employees or procurement of materials or supplies. (f) Independent Contractor. The Company and the Government Entity agree that the Company is an independent contractor with respect to the Work and this Agreement. The Company is acting to preserve and protect its facilities and is not acting for the Government Entity in performing the Work Nothing in this Agreement shall be considered to create the relationship of employer and employee between the Parties Neither the Company nor any employee of the Company shall be entitled to any benefits accorded employees of the Government Entity by virtue of the Work or this Agreement The Government Entity shall not be responsible for withholding or otherwise deducting federal income tax or social security or contributing to the State Industrial Insurance Program, or otherwise assuming the duties of an employer with respect to the Company, or any employee of the Company (g) Nonwaiver of Rights or Remedies No failure or delay of either Party to insist upon or enforce strict performance by the other Party of any provision of this Agreement or to exercise any other right under this Agreement, and no course of dealing or performance with respect thereto, shall, except to the extent provided in this Agreement, be construed as a waiver or, or choice of, or relinquishment of any right under any provision of this Agreement or any right at law or equity not otherwise provided for herein The express waiver by either Party of any right or remedy under this Agreement or at law or equity in a particular instance or circumstance shall not constitute a waiver thereof in any other instance or circumstance (h) No Third Party Beneficiaries There are no third -party beneficiaries of this Agreement Nothing contained in this Agreement is intended to confer any right or Interest on anyone other than the Parties, their respective successors, assigns and legal representatives (i) Governmental Authority This Agreement is subject to the rulm regulations, orders and other requirements, now or hereafter in effect, of all governmental regulatory authorities and courts having jurisdiction over this Agreement, the Parties or eititet of them All laws, ordinances, rules, regulations, orders and other requirements, now or hereafter in effect, of governmental regulatory authorities and courts that are required to be Incorporated into agreements of this character are by this reference incorporated in this Agreement (j) No Partnership This Agreement shall not be Interpreted or construed to create an association, joint venture or partnership between the Parties or to impose any partnership obligations or liability Construction Agreement, Attachment "B° to Schedule 74, City of Bremerton Pacific Ave from 6 01 to 9 01 St conversion project PSE Order #101069305 Page 10 upon either Party. Further, neither Party shall have any right, power or authority to enter into any agreement or undertalung for or on behalf of, to act as or be an agent or representative of, or to otherwise bind the other Party (k) Severabdi(y. In the event that any provision of this Agreement or the appiva don of any such provision shall be held invalid as to either Party or any circumstance by any court having jurisdiction, such provision shall remain in force and effect to the maximum extent provided by law, and all other provisions of this Agreement and their application shall not be affected thereby but shall remain In force and effect unless a court or arbitrator holds they are not severable from the invalid provisions. (1) Notice. Any notice under this Agreement shall be in writing and shall be faxed (with a copy followed by mad or hand delivery), delivered in person, or marled, properly addressed and stamped with the required postage, to the intended recipient as follows: If to the Government Entfir City of Bremerton 3027 Olympus Dr. Bremerton. WA 98310 AM Mr. Gunnar Fndnksson 360-473 72354 If to the Company: Puget Sound Energy, Inc. 6522 Kitsap Way Bremerton, WA 98312 Attn Thomas M Brobst Fax 360.475 -7019 Any Party may change its address specified In this Section 13(l) by giving the other Party notice of such change in accordance with this Section 13(l) (m) Applicable Law This Agreement shall in all respects be interpreted, construed and enforced in accordance with the laws of the State of Washington (without reference to rules governing conflict of lows), except to the extent such laws may be preempted by the laws of the Untied States of America. (n) En�greement, This Agreement constitutes the entire agreement of the Parties with respect to the subbed matter hereof and all other agreements and understandings of the Parties, whether written or oral, with respect to the subject matter of this Agreement are hereby superseded in their entiretles; provided, however, that except as expressly set forth in this Agreement, nothing herein is intended to or shall alter, amend or supersede the Design Agreement and the same shall remain in full force and effect in accordance with its terms. (o) Successors and Assigns This Agreement shall be binding upon and inure to the benefit of the respective successors, assigns, purchasers, and transferees of the Parties, including but not lunrted to, any entity to which the rights or obligations of a Party are assigned, delegated, or transferred in any corporate reorganization, change of organization, or purchase or transfer of assets by or to another corporation, partnership, assodation, or other business organization or division thereof Construction Agreement, Attachment °B° to Schedule 74, City of Bremerton Pacific Ave from a to a St. conversion project PSE Order #101069305 Page 11 Government Entity Company City of Bremerton PUGET SOUND ENERGY, INC BY BY ITS ITS 1 L-iq Date Signed Date Signed 3 — xj — /3 Approved as to form Construction Agreement, Attachment °B° to Schedule 74, City of Bremerton Pacft Ave from 6 1h to 9 St conversion project PSE Order #101069305 Page 12 • PUGET SOUND ENERGY The Energy To Do Great Things Date: 712/2011 Projed TWO. Pacific Ave Conversion from 6111 to 9111 St Probot Desar"aw Convert the a t)li distribution syelem to UG from 6th St to just north of 9th St Rate Schedule- 74 Project mar 1 Phan it 81111 Thwing 253.608 -7432 Project Engineer I Phan M Our Rider 203.841 -OM ftniaipat Liaison MW I Phone •: Tom Bmbst 206404.3636 Project 10106=5 Revision d• d1 Revision Date: 31ti12013 Protest Cants Statement Summary 1 00% Goverment Eaft Prior Tata1100% GE Private Gov Raq Temporary CarM7.0oc Raimbusabie 100% PSE PMIM Cods Shared Costs I Conversion Upgrade Serices VAddn 0 Years Costs Costs Tatels oestgn Costs' 33.054 4A2 6 1,083 6 - 0 - 8 5.697 5 1,350 40,101 Construction Casts 310 73a 31 342139 Projed Casts TOtats e 6 343,799 $ 4.624 1083 $ - - 5 697 111 32.755 1 i 382,240 Allocation d Total Proled Costs at Cacngft of Conversion Profect 5 32.755 239, EwWr t) 137 519 8 5.5871 13 143 WIN ' Prepared to represent allocation and mocadiation of W*d mats muldent with Schedule 74 Design 8 Construction Agreements Shared Costs ate allocated 4t7E to the Government En ft and W% to ft Company ' Total Costs emoevdea GovarnMed ErtUy agate of , resmratinn, and Surveytng 4 Costa kft de any approved dMW orders fa Enft P Inowted Costs Not Amount ! Calculation RgMM "cWn Aweement - 7(!M I , W i , O 6ii Rights I)a �— to 137,519 Deb A*udrierrta -- Q Less Shared Government Costs (incurred by GE) 5 N Plus Total 100% GE Reimbursable Costs 5 5,687 ill) Less Design Agreement payment(s) previsouly made by GE TatelAdusiments 8 5 687 Net Amount Payable to Company Government Entity 0 143 Project Statement Printed M=20113 1127 AM PUGET SOUND ENERGY Exhibit " A " Project Plan Schedule 74 Underground Conversion City of Bremerton — Pacific Ave, 6 th to 9 th - Schedule 74 Underground Conversion PSE Project Number: 101069305 3/21/2013 Pursuant to Puget Sound Energy ("PSE ") Rate Schedule 74 and as described in this Project Plan, PSE will convert its existing overhead electrical distribution system of 15,000 volts or less to an equivalent Underground Distribution System. This Project Plan describes work to be performed by PSE and the City of Bremerton (the "City'l for the conversion of certain PSE electrical distribution system facilities as described herein (the "Conversion Project"). Construction of this Conversion Project is contingent upon and shall not commence prior to both written acceptance of this Project Plan and written execution of a Schedule 74 Construction Agreement by the City and PSE. This Project Plan includes and consists of: • Detailed description of the Construction Work to be performed • Construction Drawings, Standards, Specifications and Requirements for the Construction Work (attached) • Operating Rights to be obtained for the Conversion Project (attached) • Construction Work Schedule • Construction Costs Estimate Summary (attached) Revisions to this Project Plan must be mutually approved by the City and PSE. Scone of Work This Conversion Project will replace PSE's existing overhead electrical distribution system with an Underground Distribution System within the following area (the "Conversion Area'): Both sides of Pacific Ave from 6 St to SP St. The Conversion Project is approximately 1700 feet in length, including laterals and road crossings. The Conversion Project includes modification or replacement of all existing services lines within the Conversion Area to connect to the Underground Distribution System and removal of PSE's existing overhead electric distribution facilities (including PSE distribution poles and pole mounted street lights) from the Conversion Area. City of Bremerton — Pacific Ave, a to 9 - Schedule 74 Underground Conversion PSE Project Number: 101069305 Page 1 Fluidized Thermal Backfill (FTB, a form of controlled density fill) is required in trenches containing four or more PSE six inch ducts. FTB will be used in place of standard backfill as shown in the Construction Drawings in accordance with applicable PSE Standards. There are no Company Initiated Upgrades, Government Entity Requested Upgrades or Temporary Service elements included in the Conversion Project Scope of Work. PSE will relocate under franchise its overhead facilities from 9" St to l l St, approximately 400 feet. PSE initiated upgrades included in this project consist of: Two spare conduits are allowed as shared costs per Schedule 74. PSE has opted to install a third spare conduit (6') and pull vault from SWO1 to PVOL City requested upgrades included in this project consist of: None. Temporary Service included in this project consists of. None. The following portions of PSE's existing facilities to be converted are located outside of Public Thoroughfare: Vault with padmounted transformer on easement at Uptown Auto Body Rebuild. In conjunction with this Conversion Project, PSE will remove its existing street lighting system from the Conversion Area. Provision of a replacement street lighting system within the Conversion Area is not included in this Project Plan. Replacement street lighting service can be provided by separate arrangement in accordance with applicable PSE Tariff Schedules. responsibilities of Parties City Resnonsibfiities a) Provide written notice to customers within the Conversion Area in advance of Conversion Project Construction Work start. The notice will include contact information for both the City and PSE, the expected Conversion Project schedule, anticipation of service interruptions and work required to be performed by customers. b) Coordinate other utility conversion, removal and relocation from PSE's poles. c) Provide all surveying for equipment placement, locations, and establish all grade elevations for the Underground Distribution System within the Conversion Area d) Provide all necessary excavation, bedding, backfill, off -site disposal, site restoration and coordination for installation of the Underground Distribution System. This includes trenching, backfill, and restoration for cut -over and transfer of existing underground system and service lines from the existing overhead distribution system to the new Underground Distribution System. e) Coordinate private property trenching, excavation and restoration activity with private property owners affected by this Conversion Project. f) Provide flagging and traffic control as required for all work performed by the City. City of Bremerton — Pacific Ave, 6 to 9 - Schedule 74 Underground Conversion PSE Project Number. 101069305 Page 2 g) Install and proof all ducts and vaults for the Underground Distribution System (excluding work in ducts or vaults containing energized cables or equipment — see PSE Responsibilities) in accordance with PSE standards and specifications using ducts and vaults provided by PSE. "Proofing" as used herein is defined as verification using a mandrel that the duct and vault system is free and clear of damage, installed to the proper grade and at the proper location and contains a pulling line. h) Provide PSE at least ten (10) business days notice prior to the start of trenching activity to allow for delivery of PSE materials to the job site and scheduling of PSE's on -site Inspector. Provide at least five (6) business days notice for scheduled delivery of vaults from the manufacturer. i) Provide secure staging and storage area(s) for duct and vault materials provided by PSE. The City shall be responsible for the security and condition of these materials until they are installed and accepted by PSE or returned to PSE's custody. j) Provide labor and equipment for the off - loading of PSE duct and vault materials delivered to the job site. k) Promptly following notice from PSE that the Underground Distribution System has been energized, provide notice to customers within the Conversion Area informing them of their obligation and responsibility to convert their overhead service lines to underground service lines as provided by state law or to modify existing underground service lines for connection to the Underground Distribution System. Affected service lines are listed in the Service Lines section of this Project Plan. 1) Facilitate weekly (or as otherwise agreed by the City and PSE) construction coordination meetings to include all relevant parties participating in the conversion including PSE and it's contractor(s), the City and it's contractor(s), and other utilities. m) Provide any necessary operating rights for the installation of PSE's facilities in accordance with PSE's Schedule 74 Section 3 and as mutually agreed by the PSE and the City. Operating rights are further addressed in the Operating Rights section of this Project Plan. A) Modify, reroute or replace service lines to City owned facilities to connect to the Underground Distribution System. o) Following notification from PSE that Construction Work is complete, provide to PSE any Shared Government Costs as provided for in the Construction Agreement. Puget Sound Enemy Responsibilities a) Provide all duct and vault materials, cables, electrical equipment and components necessary for installation of the Underground Distribution System. b) Following notice from the City, deliver or cause to be delivered all duct and vault materials to the designated staging/storage area(s). Acknowledge delivered quantities and condition of duct and vault materials by signing shipping manifests. c) Following notice from the City, provide inspection services needed for overseeing the proper installation of ducts and vaults by the City. City of Bremerton — Pacific Ave, 6' to 9 th - Schedule 74 Underground Conversion PSE Project Number. 101069305 Page 3 d) Accept delivery of the completed duct and vault system once the new system has been proofed (as described above) by the City. PSE will provide a mandrel to the City to be used in proofing of the duct and vault system. e) Provide PSE electrical workers to complete duct installation and proofing when such work is performed at or in any energized vault containing energized cables or equipment. f) Install (except for ducts and vaults installed by the City) and energize the Underground Distribution System. Provide written notice to the City when the Underground Distribution System is energized. g) Perform cut -over and transfer of existing Underground Distribution System and existing underground service lines from the overhead distribution system to the new Underground Distribution System where applicable (see City Responsibility item "d" concerning trenching responsibility). PSE will notify the City for excavation and the affected customers at least two (2) business days prior to installation, transfer, and connection of underground service lines. Affected service lines are listed in the Service Lines section of this Project Plan. h) Install and connect replacement underground service lines to single family residences and connect modified and replacement non - residential underground service lines provided by customers within the Conversion Area pursuant to PSE Tariff Schedule 85. Affected service lines are listed in the Service Lines section of this Project Plan. i) Remove the existing overhead electric distribution system including, conductors, equipment, down guys, anchors and poles after all service lines to customers within the Conversion Area are connected to the Underground Distribution System and all other utilities have been removed from PSE's poles. Holes left following removal of poles will be filled with crushed rock and compacted in accordance with applicable City standards or specifications. j) Provide flagging and traffic control as required for all work performed by PSE (except as may otherwise be reasonably provided by the City during installation of ducts and vaults in conjunction with City performed trenching, excavation, back -fill and restoration). k) Attend weekly (or as otherwise agreed by the City and PSE) construction coordination meetings facilitated by the City and its contractor during periods of Conversion Project construction. Opemh g Rl rhis The Underground Distribution System will be located within Public Thoroughfare except as described in the Operating Rights Attachment The Construction Work will not be released by PSE for construction until i) all operating rights necessary for the installation of PSE's facilities have been obtained and have been venfied by PSE, or ii) the City otherwise signs an agreement releasing PSE from any and all financial obligations associated with the location or relocation of PSE facilities resulting from commencement of constwtion prior to acquisition of all identified necessary operating rights. City of Bremerton — Pacific Ave, 6 to 9 - Schedule 74 Underground Conversion PSE Project Number 101069305 Page 4 Construction Work Schedule The work will be performed in accordance with the following Work Schedule, unless this schedule is revised by mutual agreement of the City and PSE or circumstances beyond the reasonable control of the City and/or PSE preclude such performance. Installation of ducts and vaults The City has estimated that installation of the duct and vault system will take 25 working days. Installation and enereization of the Underground Distribution System Estimated 25 working days. (Plus 10 days for relocation of overhead system between 9 and 12".) Removal of overhead facilities Estimated 5 days. Installation and removal of Temporary Service None. Work Schedule Restrictions PSE cable to be installed after conduit and vault installation has been completed and approved and city's contractor has completed asphalt and curbs. The intent is for PSE and utilities to have the winter months to complete their work and the contractor will come back in the spring to complete sidewalks and landscaping. Construction Cost Estimate The estimated costs to perform the Construction Work and the allocation of costs between the parties are presented in the attached Construction Costs Estimate Summary. These estimated costs are valid for ninety (90) days from the date shown on the attached Construction Costs Estimate Summary. If this Project Plan and a Schedule 74 Construction Agreement are not fully executed within ninety (90) days from this date, the estimated costs shall be subject to revision. Estimated Inspection and Service Provider Outside Services costs are based on 2013 contract rates. Costs for work performed by PSE after January 31, 2014 shall be subject to revision to reflect contract rates which become effective after this date. Further, in the event performance of the Construction Work does not proceed substantially as provided in this Project Plan, PSE's estimated construction costs shall be subject to revision. Changes in Construction Work scope, performance and/or schedule can result in actual Construction Costs which significantly differ from estimated costs shown in the Construction Cost Estimate Summary. Such changes shall promptly be brought to the attention of PSE and the City when anticipated or known to occur and shall be documented in a Change Order mutually agreed by the City and PSE. Noiect Assumptions The project design, construction plans and cost estimates are based on and reflect the following assumptions. Construction conditions that are not consistent with these assumptions may result in a request for change or an equitable adjustment to project compensation under Section 6 of the Construction Agreement. City of Bremerton — Pacific Ave, 6 to 9 t° - Schedule 74 Underground Conversion PSE Project Number. 101069305 Page 5 Cost Assumptions L The Construction Work will be performed in accordance with the Construction Drawings and Construction Work Schedule. 2. PSE's Project Manager will accept or reject (with written justification) the duct and vault installation work performed by the City within five (5) business days notice of completion from the City. In the event PSE rejects any of the ducts or vaults (with reasonable written justification), the City will perform the necessary remedial work. The City will then re- notify PSE and PSE shall have five (5) business days to accept or reject the remedial work. 3. All PSE cables can be pulled through the ducts and vaults system, including existing ducts and vaults if applicable, to be used for the Conversion Project utilizing normal cable pulling equipment and methods. 4. A City Street Use permit is the only permit necessary for PSE to perform its work for this Conversion Project and will be issued within two (2) weeks of PSE submitting a complete permit application (including any supporting documentation reasonably required by the City). There will be no charge for the permit or inspection fees. 5. The estimated days it will take the city to complete the installation of ducts & vaults is 25 days which the number of days a PSE Inspector will be required to be present. The inspector will be scheduled in full day increments and in one continuous effort. Changes to a continuous schedule require a minimum of five days advance notice and must be mutually agreed between the City and PSE. Project pricing is based on the estimated 25 days of Inspector time. Changes to this estimate will be "trued up" to actual time spent by Change Order. 6. Traffic control provided by PSE assumes the use of two flaggers, basic signage and simple channelization. Additional traffic control measures are not included. 7. Work to be performed by PSE does not include installation and/or removal of Temporary Service facilities at the request of others during construction. 8. All cut -over and transfer work will be completed during regular working hours. 9. New guy anchors shall be installed prior to installation of new ducts in the same area 10. When Fluidized Thermal Backfill (FTB) is used, associated cost will be allocated 100% to PSE when required for a Company Initiated Upgrade and otherwise 100 to the City. 11. Installation of protective bollards may be necessary at some locations and may not be included in the project design. In the event unplanned bollards are required, associated costs will be a Shared Cost. Schedu e 1. There will be a total of two (2) PSE crew mobilizations as follows: i) one mobilization of an underground line crew for installation of underground conductors and equipment; and ii) one mobilization of an overhead line crew for removal of the existing overhead facilities. Once mobilized PSE crews will have continuous productive work until all PSE Construction Work is complete. City of Bremerton — Pacific Ave, a to 9 - Schedule 74 Underground Conversion PSE Project Number: 101069305 Page 6 2. All PSE Construction Work will be performed during regular working hours from 7 am -10 pm Monday -Friday excluding holidays. In the event that lane closures are necessary for performance of work, PSE may close lanes any time during the regular working hours. PSE shall be allowed to perform PSE work as scheduled without changes or interruptions caused by other construction activities. 3. Work requiring scheduled interruption of electric service (cut -overs and transfers) will be performed during the working hours specified in Schedule Assumption #2 above, and will be scheduled with at least two (2) business days notice. PSE will notify customers of scheduled service interruptions. Additional C'onsideratwns Service Lines Service lines within the Conversion Area must be modified or replaced to provide underground service from the Underground Distribution System as described as listed in the Construction drawings. Performance of the work and associated costs shall be governed by PSE Tariff Schedule 85. Cut -ovens and Transfers PSE customers within the Conversion Area will experience interruption of electric service during performance of the Construction Work when transferring system and customer loads from the overhead distribution system to the Underground Distribution System. PSE will notify customers at least two (2) business days in advance of expected service interruptions. Customers may request that cut -over and transfer work affecting their service be performed outside the regular working hours listed above subject to the customer's written agreement to reimburse PSE for the additional cost (at overtime rates) to perform such work outside the regular working hours. New Service Connection of new or increased load for City facilities (such as new traffic signals) under terms of PSE Tariff Schedule 85 will be addressed on a separate work order and work sketch. Additional costs may apply and will be quoted separately. PSE Design & Construction Standards This Conversion Project has been designed and will be constructed in accordance with PSE design and construction standards in effect as of the date of this Project Plan. PSE standards applicable to Construction Work to be performed by the City have been provided to the City in PSE's "Electric Distribution Trench/Duct(Vault Construction Standards, 2009. All relevant PSE standard described above are attached to this Project Plan by this reference. City of Bremerton — Pacific Ave, 6 to 9 Schedule 74 Underground Conversion PSE Project Number 101069305 Page 7 Temporary Support (Holding) of PSE Poles Whenever any pole(s) are required to be temporarily supported (held) due to excavation in proximity to such poles, the City will coordinate with PSE to provide such support The need to temporarily support such poles shall be determined by PSE, and if required, such support shall be provided by PSE. As used herein, "temporary support" means supporting one or more poles for a continuous working period of ten hours or less. Acceptance o ProiectPlan The City and PSE mutually agree to and accept this Project Plan as of the date indicated below: For the City: For PSE: By: By: 4 Its: Its: M L M Date: Date: 3 - ct— /3 City of Bremerton — Pacific Ave, a to 9* - Schedule 74 Underground Conversion PSE Project Number 101069305 Page 8 AGENDA BILL 79 CITY OF BREMERTON CITY COUNCIL ......................................................... ............................... SUBJECT: Contract award to RV Study Session Date May 22, 2013 Associates Inc for construction of the Pacific COUNCIL MEETING Date June 5, 2013 Avenue — 6` to 11 Streets Project Department PW & U Presenter Chal Martin Phone 360 473 5758 SUMMARY: The City received federal funding from the Puget Sound Regional Council (PSRC) to make urban redevelopment improvements on Pacific Avenue from 6 th to 11 Streets The protect includes a complete reconstruction of the roadway with all new City utilities, undergroundmg of the private utilities from 6 th to a Streets, new aerial utilities from 9"' to 11 Streets, a new urban trail connecting the downtown core to Evergreen Park, and Low Impact Development (LID) techniques The City advertised the project on May 10th and received four bids on May 31st The apparent low, responsive, responsible bidder was RV Associates, Inc for $3,131,378 00 ATTACHMENTS: 1) Agreement, 2) Bid Tabulation FISCAL IMPACTS (Include Budgeted Amount) The project is included in the Arterial Street Fund with a budget of $3,050,000 The grant amount for construction is $2,608,674, and requires a 13 5% match Funding for the utility replacement is included in the Water Fund at $500,000 and Wastewater Fund at $550,000 Matching funds are from the fund balance in the Arterial Street Fund, and from the utility replacement STUDY SESSION AGENDA ❑ No Discussion ® Full Presentation STUDY SESSION ACTION: ❑ Consent Agenda ® General Business ❑ Public Hearing RECOMMENDED MOTION: Move to approve award of the contract for the Pacific Avenue — 6th to 11th Streets Project and authorize the Mayor to finalize and execute the agreement with RV Associates, Inc, in the amount of $3,131,378 00 including sales tax, with substantially the same terms and conditions as presented i i 1 I I COUNCIL ACTION: ❑ Approve ❑ Deny ❑ Table ❑ Continue ❑ No Action Form Updated 11/02/12 i I 1 Local Agency Contract THiS AGREEMENT, made and entered into this day of , between the, and under and by virtue of Title 39 RCW, as amended and hereinafter called the Contractoi WiTNESShTH That in consideration of the terms and conditions contained herein and attached and made a part of this agreement, the parties hereto covenant and agree as follows I The Contractor shall do all work and furnish all tools, materials, and equipment tar in accordance with and as described in the attached Contract Drawings and Project Manual. which are by this reference incorporated herem and made a part hereof, and as directed shall perform any changes in the work in accord with die Contract Documents The Contractor shall provide and bear the expense of all equipment, work and labor, of any sort whatsoever that may be required for the transfer of materials and for constricting and completing the work provided for in these Contract Documents except those items mentioned therein to be furnished by If hereby promises and agrees with the Contractor to employ, and does employ the Contractor to provide the materials and to do and cause to be done the above described work and to complete and finish the same in accord with the attached Contract Drawings and Project Manual and the terms and conditions herein contained and hereby contracts to pay for the same according to the attached Schedule of Values and Contracts Sum at the time and in the manner and upon the conditions provided for in this contract SR DOT Form i2 272-OO a EF City of Bremerton 233-1896-112 (Of /05) Pacific Avenue Improvements 6th Sheet to f fth Street 1-30 May 21!13 Contract documents Information Required of Bidder III The Contractor for himself/herself, and for his/her heirs, executors, administrators, successors, and assigns, does hereby agree to full performance of all convenants required of the Contractor in the contract. IV It is further provided that no liability shall attach to by reason of entering into this contract, except as provided herein IN WITNESS WHEREOF, the Contractor has executed this instrument, on the day and year first below written and has caused this instrument to be executed by and in the name of the day and year first above wt ttten Executed by the Contractor _ m (Can racwr) _ Local Agency Title By -- -- - -- - - - - - — - -- Date _ SR l i i I I i � ear Form 272-008y ea o7no11 I City of Bremerton 233- 1996-112 (01105) Pacific Avenue Improvements 6th Street to 1 tth Street 1-31 May 2013 Contract Documents Informahon Required of Bidder i i i i PACIFIC AVENUE STREET IMPROVEMENTS 6TH STREET TO 11TH STREET BID TABULATION ENGINEERS ESTIMATE SCHEDULE A ROADWAY RV Associates Stan Palmer Ceccano Nova Contracting Inc ITEM EST NO SPEC DESCRIPTION OF ITEM QUANTITY UNIT UNIT PRICE AMOUNT Unit Price Amount Unit Price Amount Unit Price Amount Unit Price Amount Al 104 MINOR CHANGE i EST $1500000 $1500000 $1500000 $1500000 $151X1000 $1500000 $1500000 $1500000 $1500000 $7500000 30 A2 SP 1 -05 ROADWAY SURVEYING 1 LS $30 000 00 $3000000 $28 000 00 $28 000 00 $30 000 00 $30 000 00 $50 000 00 $50 000 00 $29 000 00 $29 000 00 A3 1 -07 SPCC PLAN 1 LS $1000 00 $1 000 00 $50000 $50000 $2 500 00 $2 500 00 $50000 $50000 $60000 $60000 A4 1-09 MOBILIZATION 1 LS $203225 00 $203,225 00 $135 993 65 $13599365 $ 260 000 00 $26000000 $40000000 $400 000 00 $23000000 $230 000 00 A5 1 10 PROJECT TEMPORARY TRAFFIC CONTROL 1 LS $125000 00 $125 000 00 $100 000 00 $10000000 $14500000. $14500000 $90000000 $900 000 00 $60 000 00 $60 000 00 A6 2 -01 ROADSIDE CLEANUP 1 FA $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 A7 SP 2-02 REMOVAL OF STRUCTURE AND OBSTRUCTION 1 LS $3000000 $3000000 $5515000 $5515000 $2500000 $25 000 00 $5000000 $5000000 $110 000 00 $11000000 AB SP 2-02 REMOVE CEMENT CONC SIDEWALK 1 750 SY $800 $1400000 $760 $1330000 $500 $875000 $500 $8 750 00 $600 $10 500 00 A9 SP 2 02 REMOVE CEMENT CONC CURB AND GUTTER 1 650 LF $600 $9900001 $280 $4 620 00 $150 $2 475 00 $200 $330000 $600 $9 900 00 A10 SP 2 -02 REMOVE ASPHALT CONC PAVEMENT 690 SY $850 $586500 $610 $4,20900 $550 $3 795 00 $500 $3 450 00 $600 $4 140 00 All SP202 REMOVE ASPHALT CONC OVER CEMENT CONCRETE PAVEMENT 4000 SY $1400 $5600000 $1470 $5880000 $1700 $6800000 $1000 $4000000 $1000 $4000000 Al2 SP202 REMOVE CEMENT CONC PAVEMENT 220 SY $1300 $286000 $3795 $834900 $1400 $308000 $500 $110000 $800 $176000 A13 2 -03 UNSUITABLE FOUNDATION EXCAVATION INCL HAUL 100 CY $2500 $250000 $1750 $175000 $1600 $160000 $2400 $240000 $50001 $500000 A14 2 -03 ROADWAY EXCAVATION INCL HAUL 1 875 CY $2000 $3750000 $2140 $4012500 $1900 $3562600 $2400 $45 000 00 $2500 $46 875 00 A15 2 -03 GRAVEL BORROW INCL HAUL 500 CY $2000 $1000000 $1200 $600000 $2800 $1400000 $2700 $1350000 $6000 $3000000 A16 SP 2 09 JOINT UTILITY TRENCH EXCAVATION INCL HAUL 1 000 CY $2500 $25 000 00 $2330 $23 300 00 $1500 $15 000 00 $5700 $57 000 00 $50 00 $5000000 A17 2-09 SHORING OR EXTRA EXCAVATION CLASS B 4000 SF $100 $400000 $025 $100000 $100 $400000 $010 $40000 $010 $40000 A18 4-04 CRUSHED SURFACING TOP COURSE 1 825 TON $3300 $ 6022500 $3800 $6935000 $3400 $6205000 $2000 $36 500 00 $4800 $87 600 00 A19 4-04 CRUSHED SURFACING BASE COURSE 800 TON $ 3000 $ 2400000 $2570 $2056000 $2500 $2000000 $2000 $1600000 $4200 $3360000 A20 5-04 IHMACL 1/2 IN PG 6422 1 450 TON $12000 $174 000 00 $8850 $12832500 $8400 $12180000 $9500 $137750001 $11000 $159 500 00 A21 SP 5-04 ITRENCH REPAIR 250 SY $5500 $13 750 00 $58 00 $14500001 $6500 $1625000 $2000 $5 000 00 $6000 $15 000 00 A22 SP 5-04 IPAVEMENT REPAIR 50 SY $6000 $300000 $10100 $505000 $7500 $375000 $2000 $1 000 00 $12000 $600000 A23 5-05 CEMENT CONC PAVEMENT 550 CY $25000 $137 500 00 $27300 $150 150 00 $26500 $145 750 00 $40000 $22000000 $25000 $137 500 00 A24 SP 5-06 PERVIOUS ASPHALT CONC PAVEMENT 195 TON $15000 $29 250 00 $15900 $31 005 00 $10500 $20 475 00 $8200 $15 990 00 $12500 $24 375 00 A25 5-06 PERMEABLE BALLAST 265 TON $2800 $7 420 00 $4500 $11 925 00 $2500 $6 625 00 $2800 $742000 $42 00 $11 13000 A26 SP 5.06 CHOKER COURSE 50 TON $3000 $1500001 $6000 $300000 $4400 $220000 $2800 $140000 $8000 $400000 A27 704 STORM SEWER PIPE 6 IN DIAM 49 LF $30 00 $1 470 00 $2500 $1225 00 $3600 $176400 $5000 $245000 $4500 $2205 DO A28 7 04 STORM SEWER PIPE B IN DIAM 22 LF $4500 $99000 $35 DO $77000 $4000 $88000 $5000 $1 10000 $5500 $121000 A29 7-04 STORM SEWER PIPE 121N DIAM 693 LF $5000 $3465000 $2850 $1975050 $ 5100 $ 3534300 $5000 $3465000 $6000 $4158000 A30 SP 7-04 DUCTILE IRON STORM SEWER PIPE 8 IN DIAM 164 LF $6000 $984000 $49 00 $803600 $5700 $9 348 00 $6000 $9 840 00 $5900 $967600 A31 7-05 CATCH BASIN TYPE 1 8 EACH $1 10000 $880000 $1 050 00 $8 400 00 $100000 $8 000 00 $100000 $800000 $1 200 00 $9 600 00 A32 7 05 CATCH BASIN TYPE 2 48 DIAM 2 EACH $250000 $5 000 00 $251400 $5 028 00 $2 700 00 $5 400 00 $3,20000 $640000 $4 000 00 $8 000 00 A33 SP705 CONCRETE INLET 1 LS $150000 $150000 $108600 $108600 $100000 $100000 $100000 $100000 $150000 $150000 A34 7 -05 ABANDON EXISTING CATCH BASIN 3 EACH $60000 $1800001 $36200 $108600 $15000 $45000 $30000 $900 00 $1 000 00 S300000 A35 7 -05 ADJUST CATCH BASIN 7 EACH $45000 $3 150 00 S27800 $194600 $27600 $1 925 00 $40000 $2 800 00 $600 00 $420000 A36 7 -05 ADJUST MANHOLE 2 EACH $60000 $ 1200 00 $ 215 00 $43000 $30000 $60000 $40000 $80000 $1 10000 $2,20000 A37 SP7 -05 ADJUST NONSTANDARD STRUCTURE 3 EACH $55000 $165000 $68700 $206100 $60000 $180000 $60000 $180000 $120000 $360000 A38 7 05 CONNECTION TO DRAINAGE STRUCTURE 11 EACH $ 60000 $6 600 00 $44800 $4 928 00 $45000 $4 950 00 $65000 $715000 $90000 $9 900 00 A39 SP 7 05 CONNECT EXISTING ROOF DRAIN TO STORM DRAIN 1 EACH $40000 $40000 $99500 $99500 $36000 360 $ 00 $45000 $45000 $1 000 00 $1 000 00 A40 SP 7 -05 TRENCH DRAIN 1 LS $150000 $1 500 00 $3 750 00 $375000 $1500001 $150000 $5 000 00 $500000 S300000 $3 000 00 A41 SP 8-01 TEMPORARY EROSION AND SEDIMENT CONTROL 1 LS $2000000 $2000000 $1300000 $1300000 $25000001 $2500000 $3700000 $37 000 00 $2 500 00 $2 500 00 A42 SP 8 -01 TESC PLAN t LS _$100000 $1 000 00 $ 50000 $ 50000 $250000 $2 500 00 $50000 $50000 $60000 $60000 A43 SP 8 02 STREET TREES MINIMUM 2 IN CALIPER 12 EACH $32500 S390000 $ 58000 $6 960 00 $35000 $4 200 00 $40000 $4 800 00 $700 00 $8 400 00 A44 SP 8-02 STREET TREES MINIMUM 2 5 IN CALIPER 33 EACH $37500 $12 375 00 $60100 $19 833 00 $42500 $14 025 00 $40000 $1320000 $80000 $26 400 00 R A45 SP 8-02 IAT GRADE PLANTINGS 7 695 SF $550 $42 322 50 $750 $5771250 $450 $34 627 50 $600 $4617000 S200 $15 390 00 A46 SP 8 -02 BARK MULCH 75 CY $4000 $300000 $5650 $ 423750 $4500 $337500 $4000 $3 000 00 $8000 $6 000 00 A47 SP 8-02 COARSE COMPOST 17 CY $4500 $76500 $5720 $97240 $2800 $47600 $4000 $68000 $6000 $1 360 00 A48 SP 8-02 TOPSOIL TYPE A AT 18 IN DEPTH 15 CY $6000 $90000 $4400 $66000 $7800 $1 17000 $4000 $60000 $5000 $75000 A49 SP 8-02 TOPSOIL TYPE C AT 12 IN DEPTH 290 CY $2500 $7,250001 $2400 $696000 $27001 $7 830 00 $4000 $11 600 00 $4000 $1160000 A50 SP 8.02 TOPSOIL TYPE D AT 6 IN DEPTH 150 CY $4500 $6 750 00 $3800 $5 700 00 $2700 $4 050 00 $4000 $6000001 $4000 $6 OOO 00 A51 SP 8-02 PLANT ESTABLISHMENT FIRST YEAR 1 LS $22584.20 $22 584 20 $8 440 00 $8 440 00 $2 100 00 $2 100 00 $7 800 00 $780000 $3 000 00 $3 000 00 A52 SP 8-02 RESTORE YARD AREAS 200 SY $500 $100000 $2600 $520000 $1300 $260000 $1000 $200000 $1000 $2000001 A53 8.03 1IRRIGATION SYSTEM t LS $80 00000 $8000000 $3942900 $39 429 00 $25 000 00 $2500000 $46 000 00 $46 000 00 $40 000 00 $40 000 00 A54 SP 8.04 CEMENT CONC TRAFFIC CURB AND GUTTER 3620 LF $1900 $6878000 $1690 $6117800 $2100 $7602000 $2000 $7240000 $1800 $6516000 ASS &04 ICEMENT CONC PEDESTRIAN CURB 1143 LF $1500 $1714500 $2125 $2428875 $1800 $2057400 $2000 $2286000 $1600 $1828800 A56 8-04 1EXTRUDED CURB 29 LF $1500 $43500 $6000 $1 740 00 1 $5700 $166300 $2500 $72500 $6000 $174000 6/312013 1 Parametrix PACIFIC AVENUE STREET IMPROVEMENTS 6TH STREET TO 11TH STREET BID TABULATION ENGINEER S ESTIMATE A57 SP B-05 BENCH TYPE 1 1 EACH $200000 $200000 $1 300 00 $130000 $1020001 $1 020 00 $1 800 00 $1 800 00 $2 500 00 $250000 A58 SP 8 05 BENCH TYPE 2 5 EACH S200000 $1000000 $1 453 00 $7,26500 $155000 $775000 $1 800 00 $900000 $2 500 00 $12 500 00 A59 SP 8-05 TRASH RECEPTACLE 4 EACH $2 500 00 $1000000 $207000 $828000 $210000 $840000 $1,20000 $4 SW 00 $2 000 00 $8 000 00 A60 SP 8-05 BIKE RACK 4 EACH $50000 $200000 $72700 $290800 $75000 S300000 $270000 $1080000 $2 000 00 $8 000 00 A61 SP B-06 CEMENT CONC DRIVEWAY ENTRANCE 382 SY $7200 $2750400 $3900 $1489800 $4100 $1680800 $4000 $1528000 $4000 $1528000 A62 8-09 RAISED PAVEMENT MARKER TYPEI 12 HUND $ 34500 $ 414000 $ 40300 $ 483600 $ 40000 $ 480000 $30000 $360000 $40000 $480000 A63 8-09 RAISED PAVEMENT MARKER TYPE 2 3 HUND $61000 $183000 $60200 $180600 $60000 $180000 $50000 $150000 $60000 $180000 A64 I SP 8-13 IMONUMENT CASE COVER AND PIPE 6 EACH 1 $ 44000 $264000 $37500 $ 225000 $ 600 00 S360000 $40000 $2 400 00 $80000 $4 SW 00 A65 8-14 CEMENT CONC CURB RAMP TYPE PERPENDICULAR A 4 EACH $150000 $600000 $30100 $120400 $50000 $200000 $100000 $400000 $31000 $124000 A66 8-14 CEMENT CONC CURB RAMP TYPE PERPENDICULAR B 2 EACH $1 500 00 S3 000 00 $41900 $83800 $60000 $120000 $1 000 00 $2 000 00 $43000 $86000 A67 814 CEMENT CONC CURB RAMP TYPE PERPENDICULAR A AND B 6 EACH $200000 $12 000 00 $47300 $283800 $65000 $3 900 00 $165000 $990000 $48400 $290400 A68 SP B-14 CEMENT CONC SIDEWALK WITH SCORING 3327 SY $5000 $16635000 $3900 $12975300 $3800 $12642600 $2200 $7319400 $3500 $11644500 A69 SP 8 14 BRICK PAVER SIDEWALK 346 SY $9000 $31 14000 $15900 $5501400 $9000 $31 14000 $12000 $41 520 00 $9000 $31 14000 A70 SP 8-14 PATTERNED CONC CROSSWALK 625 SY $19000 $11875000 $13300 $8312500 $13500 $8437500 $8000 $5000000 $11000 $6875000 A71 SP 8-14 DETECTABLE WARNING SURFACE 424 SF $4500 $19080001 $2200 $932800 $2300 $9 752 00 $4000 $16960001 $3000 $12 720 00 A72 SP 8-20 IREVISE TRAFFIC SIGNAL SYSTEM AT PACIFIC /6TH COMPLETE 1 LS $40 000 00 $4000000 $9389400 $9389400 $95000001 $9500000 $9000000 $9000000 $9600000 $9600000 A73 SP 8 20 REVISE TRAFFIC SIGNAL SYSTEM AT PACIFIC /11TH COMPLETE 1 LS S5500000 $55 000 00 $95 725 00 $9572500 $95 000 00 $9500000 $9000000 $9000000 $9800000 $9800000 A74 SP 8-20 CONDUIT INSTALLATION 3 365 LF $200 $6 730 00 $390 $13 123 50 $400 $13 460 00 $800 $26 920 00 $400 $1346000 A75 SP 8-20 HANDHOLE INSTALLATION 11 EACH $20000 $ 220000 $26800 $2 948 00 $27500 $302500 $100000 $11 000 00 $27500 $302500 A76 SP 8-20 ELECTRICAL SYSTEMS COMPLETE 1 LS $44500000 $445 000 00 $572 852 00 $572 852 00 $ 570 000 00 $ 570 000 00 $4500000 $45 000 00 $586 000 00 $586 000 00 A77 SP 8-20 UTILITY VAULT INSTALLATION 14 EACH $1 000 00 $1400000 $43500 $6 090 00 $42500 $595000 $100000 $14 000 00 $45000 $6 300 00 A78 SP 8-20 OTHER UTILITY WORK 1 LS $40 000 00 $40 000 00 $48 808 00 $48 808 00 $48 000 00 $48000001 $ 580 000 00 $580 000 00 $50 000 00 $50 000 00 A79 8-21 PERMANENT SIGNING 1 LS $1850000 $18 500 00 $27526001 $2752600 $2000000 $2000000 $2000000 $2000000 $2700000 $2700000 A80 8-22 1 PLASTIC TRAFFIC ARROW 9 1 EACH $20000 $180000 $19900 $179100 $20000 $180000 $18000 $162000 $20000 $180000 A81 8-22 PLASTIC STOP LINE 193 LF $650 $1,25450 $1290 $2 489 70 $1300 $260900 $1200 $231600 $1500 $2 895 00 A82 SP 8-22 PARKING MARKINGS 1 LS $500000 $500000 $2 096 00 S2 096 00 $200000 $2 000 00 S200000 $2 000 00 $200000 $2 000 00 A83 SP 8-22 REMOVING PAVEMENT MARKINGS 1 LS $400000 $400000 $107500 $107500 $105000 $105000 $100000 $100000 $100000 $100000 A84 SP 8-30 DECORATIVE BOLLARDS 47 EACH $140000 $65 800 00 $1 17000 $54 990 00 $220000 $10340000 $1 800 00 $8460000 $2 000 00 $94 000 00 A85 SP 8-31 RECORD DRAWINGS 1 LS $100000 $100000 $50000 $50000 $25000 $25000 $120000 $1200 00 $200000 $200000 A86 SP 8-32 PRE CAST STONE RETAINING WALL 47 LF 1 $4000 $188000 $7650 $359550 $18500 S8 695 00 $12000 $5 640 00 $200001 $9 400 00 A87 SP 8.33 BLOCK OUT POLES 1 LS 1 $5000001 $500000 $2 776 00 $2 776 00 $520000 S5 200 00 $1200000 $12 000 00 $4 000 00 $4 000 00 A88 SP 8-34 IREMOVE LIGHT STANDARD FOUNDATION 5 EACH $1 000 00 $5 000 00 $66200 $331000 $1 000 00 $5 000 00 $2200 00 $11 000 00 $60000 $3 000 00 A89 SP 8-35 SCULPTURE FOUNDATION 1 LS $2 500 00 $2 500 00 $2 365 00 $2 365 00 5220000 $220000 $2,20000 $2 200 00 $1000000 $10 000 00 A90 SP 8-36 ITEMPO RARY CHANNELIZATION 1 I LS 1 $20000001 $20 000 00 $1251600 $1251600 $10 000 00 $1000000 $1500000 $15 000 00 $12 000 —1 15 12 000 00 TOTAL CONSTRUCTION COST SCHEDULE A $2,555,35020 $2, 535, 378.00 $2,644,755 50 $3,666,385 W $2,760,358 00 SCHEDULE B WATER ITEM I EST NO SPEC DESCRIPTION OF ITEM QUANTITY UNIT I UNIT PRICE AMOUNT Unit Pnce AMOUNT UNIT PRICE AMOUNT UNIT PRICE AMOUNT UNIT PRICE AMOUNT B7 104 MINOR CHANGE 1 EST $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 B2 1-09 MOBILIZATION 1 LS $30 651 00 $30 651 00 $65260 $65260 $100000 $100000 $10000 $10000 $44 000 00 $44 000 00 83 SP 2 02 REMOVE CEMENT CONC SIDEWALK 875 SY $800 $700000 $900 $787500 $450 $3 937 50 $500 $4 375 00 $600 $5,25000 B4 SP 2 02 REMOVE CEMENT CONC CURB AND GUTTER 825 LF $200 $165000 $280 $231000 $150 $1 237 50 $200 $1 650 00 S5 00 $4 125 00 B5 SP 2-02 REMOVE ASPHALT CONC PAVEMENT 345 SY $850 $2932501 $600 S207000 $1400 $4 830 00 $500 $1 72500 $600 $2 070 00 B6 SP 2-02 REMOVE ASPHALT CONC OVER CEMENT CONC PAVEMENT 2000 SY $1400 $28 000 00 $1400 $28 000 00 $1400 $2800000 $1000 $2000000 $700 $1400000 B7 SP 2-02 REMOVE CEMENT CONC PAVEMENT 110 SY $1300 $143000 53850 $423500 $1300 $143000 5500 $55000 $1500 $165000 B8 2 -09 ICONTROLLED DENSITY FILL 50 CY $110 00 S5 500 00 S80001 $4 000 00 $150001 $750000 $9000 $4 500 00 $80001 $4 000 00 B9 SP 7 08 GRAVEL BACKFILL FOR PIPE ZONE BEDDING 350 CY $4000 $14 000 00 $2850 $997500 $2100 $735000 $2000 $7 000 00 $60001 $21 000 00 B10 SP 7-08 BANK RUN GRAVEL FOR TRENCH BACKFILL 120 CY $1700 $2 040 00 $1450 $174000 $2000 $2 400 00 $2000 $2 400 00 $6000 $7200 00 B71 709 REMOVAL AND REPLACEMENT OF UNSUITABLE MATERIAL 100 CY $4000 $4 000 00 $3000 $3 000 00 $3300 $3 300 00 $2000 $200000 $8000 $800000 B12 709 SHORING OR EXTRA EXCAVATION TRENCH 10800 SF $100 $1080000 $020 $216000 $050 $540000 $010 $108000 $010 $108000 813 SP 7 09 DUCTILE IRON PIPE FOR WATER MAIN 4 IN DIAM 40 LF $5000 $200000 $3760 $150400 $5200 $208000 $5000 $200000 $6000 $2 400 00 814 SP 7-09 DUCTILE IRON PIPE FOR WATER MAIN 61N DIAM 110 LF $7000 $7 700 00 $4800 $ 528000 $6300 $693000 $5000 $550000 $8000 $8 800 00 615 SP709 DUCTILE IRON PIPE FOR WATER MAIN B IN DIAM 1800 LF $7500 $13500000 $4650 $8370000 $6000 $10800000 $6000 $10800000 $7000 $12600000 B16 7 12 IGATE VALVE 8 IN 9 1 EACH $160000 $14 400 00 $1 205 00 $10845001 $1 10000 $990000 $120000 $10 800 00 S300000 $27 000 00 B17 712 GATE VALVE 6 IN 2 EACH $120000 $240000 $105000 $210000 $85000 $170000 $100000 $2000001 $200000 $4 000 00 818 713 GATE VALVE 4 IN 2 EACH $800 00 $160000 $64200 $1,28400 $65000 $130000 $900 00 $180000 $100000 $200000 619 SP712 ADJUST VALVE COVER 3 EACH $50000 $150000 $23100 $69300 $12500 $37500 $40000 $120000 $60000 $180000 B20 714 HYDRANT ASSEMBLY 5 EACH $3 500 00 $17 500 00 S357400 $1787000 $340000 $1700000 S370000 $18 500 00 $6 000 00 $30 000 00 B21 SP715 SERVICE CONNECTION I IN DIAM 38 EACH $100000 $3800000 $110100 $4183800 $ 100000 $3800000 $85000 $3230000 $200000 $7600000 B22 SP 7 15 SERVICE CONNECTION 2 IN DIAM 2 EACH $2000001 $400000 $1 704 00 $340800 $220000 $4400001 $1,25000 $2 500 00 $300000 $600000 6/32013 2 Parametnx PACIFIC AVENUE STREET IMPROVEMENTS 6TH STREET TO 11TH STREET BID TABULATION ENGINEERS ESTIMATE SUBTOTAL CONSTRUCTION COST $347104 $24953960 $27107000 $24498000 $41137500 SALES TAX (8 6%) 86% $29 851 $21 460 41 $23 312 02 S21 068 28 $35378.25 SCHEDULE BTOTAL $376,954 $271,00001 $294,382.02 $26SA4828 $446,75325 SCHEDULE C SANITARY SEWER ITEM EST NO SPEC DESCRIPTION OF ITEM QUANTIT/ UNIT UNIT PRICE AMOUNT UNIT PRICE AMOUNT UNIT PRICE AMOUNT UNIT PRICE AMOUNT UNIT PRICE AMOUNT Cl 1-04 MINOR CHANGE 1 EST $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 $1500000 C2 109 MOBILIZATION 1 LS $2472500 $24 725 00 $53250 $53250 $1 000 00 $1 000 00 $10000 $10000 $55 000 00 $55 000 00 C3 SP 2 02 REMOVE CEMENT CONC SIDEWALK 875 SY $800 $7 000 00 $760 $6 650 00 $450 S3 937 50 $500 S437500 $500 $4 375 00 C4 SP 2 -02 REMOVE CEMENT CONC CURB AND GUTTER 825 LF $600 $496000 $275 $2 268 75 $150 $1 237 50 $200 $166000 $600 $4 950 00 C5 SP 2 -02 REMOVE ASPHALT CONC PAVEMENT 345 SY $850 $2 932 50 $600 $2 070 00 $1400 $4 830 00 $500 $1 72600 $600 $2 070 00 C6 SP 2 -02 REMOVE ASPHALT CONC OVER CEMENT CONC PAVEMENT 2000 SY $1400 $28 000 00 $1370 $27 400 00 $1400 $28 000 00 $1000 $20 000 00 $700 $14 000 00 C7 SP 2 02 REMOVE CEMENT CONC PAVEMENT 110 SY $1300 $1 430 00 $3800 $4 180 00 $1300 $1 430 00 $500 $55000 $800 $88000 C8 209 ICONTROLLED DENSITY FILL 50 CY $11000 $5 500 00 $8000 $4 000 00 $150 00 $750000 $9000 $4 500 00 $8000 $4 000 00 C9 705 MANHOLE 481N DIAM TYPE 1 EACH $550000 $550000 $303000 $303000 $175000 $175000 $320000 $320000 $400000 $400000 C70 7 -05 JADJUST MANHOLE 4 EACH $75000 $3 000 00 $806 00 $3,22400 $20000 $800 00 $40000 $160000 $100000 $4 000 00 C71 SP 7-08 IGRAVEL BACKFILL FOR PIPE ZONE BEDDING 50 CY $4000 $200000 $3000 $150000 $2100 $105000 $2000 $100000 $6000 $300000 C12 SP 7-08 BANK RUN GRAVEL FOR TRENCH BACKFILL 150 CY $1700 $255000 $ 1500 $ 225000 $2000 $300000 $2000 $300000 $6000 $900000 C13 708 ISHORING OR EXTRA EXCAVATION TRENCH 16000 SF $100 $1600000 $035 $560000 $050 $800000 $010 $160000 $010 $160000 C14 717 jPvc SANITARY SEWER PIPE 8 IN DIAM 1354 LF $5500 $74 470 00 $4200 $ 5686800 $6500 58801000 $5000 $6770000 $11200 $15169800 C15 717 JPVC SANITARY SEWER PIPE 101N DIAM 170 LF $9500 $16 150 00 $4000 $6 800 00 $70001 $11 900 00 $5000 $8 500 00 $120001 $20 400 00 C16 717 REMOVAL AND REPLACEMENT OF UNSUITABLE MATERIAL 100 CY $2500 $2 500 00 $3260 $3 260 00 $3300 $330000 $2000 $2 000 00 $6000 $5 000 00 C17 SP 7 18 JPVCSIDE SEWER 4 IN DIAM 150 LF $5500 $8,26000 $2900 $4 350 00 $3500 S5.25000 $4000 $6 000 00 $6000 $9 000 00 C18 SP718 JPVCSIDE SEWER 6 IN DIAM 300 LF $6500 $1950000 $3600 $1080000 $3800 $1140000 $4000 $1200000 $6000 $1800000 C19 7 19 SEWER CLEANOUT 20 EACH $1 500 00 530 000 00 $28600 $5 720 00 $30000 $6 000 00 $35000 $7 000 00 $2 000 00 $40 000 00 C20 SP 7 19 JBILATERAL SEWER CLEANOUT 12 EACH $2 000 00 $24 000 00 $49200 $5 904 00 $45000 $5 400 00 $45000 $5 400 00 $3 000 00 536 000 00 C21 SP 7 20 SIDE SEWER CIPP 4 IN DIAM 6 EACH $2 100 00 $12 600 00 $5 553 00 $33 318 00 $5 800 00 $34 800 00 $850 00 $5 100 00 $6 500 00 $39 000 00 C22 SP720 SIDE SEWER CIPP 6 IN DIAM 14 EACH $280000 $ 3920000 $609500 $8533000 5590000 $8260000 $i 00000 $1400000 $650000 $9100000 TOTAL CONSTRUCTION COST $345258 $290 055 25 $326 195 00 $186 000 00 $53192300 SALES TAX (8 6 9 /6) 8 6% $29692 $24 944 75 $28 052 77 $15 9% 00 $4574538 SCHEDULE TOTAL $3749501 $315,00000 $354,24777 $201,99600 $577,66838 SCHEDULE D - VEHICLE CHARGING STATION COMPLETE ITEM EST NO SPEC DESCRIPTION OF ITEM QUANTITY UNIT UNIT PRICE AMOUNT UNIT PRICE AMOUNT UNIT PRICE AMOUNT UNIT PRICE AMOUNT UNIT PRICE AMOUNT Dl I SP &20 lVehicle Char System Complete 1 LS 1 $25 000 00 $25 000 00 $9208101 $9208101 $11000001 $11000001 $25000001 $25000001 $11000 00 $11 000 00 SUBTOTAL CONSTRUCTION COST $25000 $9 208 10 $11 000 00 $2500000 $11 000 00 SALES TAX (8 6 1 /6) $2150 $79190 $94600 $215000 $94600 TOTAL SCHEDULE D $27,1501 $10,000.00 $11,946.00 $27,150.00 $11,946.00 BASE BID TOTAL $3,334 404 $3,131,378.00 t $3, 305 ,33129 $4,161,57928 $3 796,725 63 6/312013 3 Parametnx MEMORANDUM TO: Mayor, City Council FROM: 44�o`m Knuckey DATE: June 3, 2013 SUBJECT: Pacific Avenue Bid Financial Bids were opened for the Pacific Avenue Street Improvements project on 5/31/2013 Four bids were received The lowest responsive, responsible bidder was RV Associates for a total bid of $3,131,378 broken out as follows Schedule A (Street Work) $2,535,378 Schedule B (Water Work) $271,000 Schedule C (Wastewater Work) $315,000 Schedule D (Charging Stations) $10,000 There are additional costs of $323,206 which includes construction management and schedule 74 costs We are also including a 5% contingency of ($156,569) for a total potential budget of $3,611,154 These costs are within the identified budget as presented in the mid- year budget amendment Revenue sources for the project are as follows General Fund $167,144 Water Fund $391,324 Wastewater Fund $444,013 Grant Funding $2,608,674 Schedule and Next Steps Award of the contract is scheduled for the June 5th City Council meeting, with Notice to Proceed for the Contractor to start work around June 17 The contract allows for 138- working days, with a work suspension at the contractor's option from approximately December 1, 2013 to April 1, 2014 to allow for inclement weather and for the utilities and businesses to coordinate power undergroundmg associated with the Schedule 74 work Substantial completion is required by May 17, 2014 to avoid conflicts with Armed Forces Day activities Page I of 1 61412013 From City Council Sent Wednesday, June 05, 2013 3 29 PM To parker @net -nw com Cc City Council Subject FW Citizen Comments - EV Charging Stations (Robert Parker) Attachments EV Charging Stations pdf Robert, Thank you for providing this information, which I will forward on to the Council Members as well as include it as part of the record tonight during the Bid Award for the Contract of the Pacific Avenue (6 to 11 Street) Project It is my understanding that a separate presentation on the options related to the EV Charging Stations will be made to the Council at the June 12 Study Session, with action proposed for June 19 Lori Smith Legislative Assistant Bremerton City Council (360) 473 -5280 From: The Printer People [ mailto:parkerC&net -nw coml Sent: Wednesday, June 05, 2013 2:42 PM To: City Council Cc: Lori Smith Subject: EV Charging stations Lori Could you please provide a copy of the attached to the city council members for tonight's meeting and add this as part of the public record for the Pacific Avenue project on the agenda Thank you Robert Parker The Printer People, Inc I 360- 377 -6540 360 - 377 -2356 fax parker(aD-tscnet com i i I 1 i i EV Charging Stations Tacoma Public Utilities Property Not in compliance with WA State law as of 04 -23 -2013 It can be clearly demonstrated that installing EV charging stations at the proposed post office location in Bremerton that has a lower traffic count than this location is in fact turning parking spaces into dead spots rather than servicing the city visitors and citizens with the best and highest use for the proposed location. It additionally creates a new enforcement issue at this location and subjects citizens to new $124.00 fines. This could be viewed as an effort on the city's part to raise revenue by restricting parking further. The city council should also confirm that all ADA requirements have been addressed now before installation and approval of the charging stations on the right -of -way so the city is not left open for litigation. This may possibly be viewed as a new service provided by the city. All photos above taken 06 -04 -2013 ri I " 1 LT y i FOCLM kWh itc�3keryu •677�n �e twa •tor u T t 302499 ff''�� i' •MA�67lTid�96h10Y` .FOC kVVh w29020 3M3W40Ht3A+51; n Taken 06 -04 -2013 Taken 04 -14 -2013 Taken 06 -04 -2013