HomeMy WebLinkAboutMINUTES - 02092016 - Comp Min PktCALENDAR FOR THE BOARD OF SUPERVISORS
CONTRA COSTA COUNTY
AND FOR SPECIAL DISTRICTS, AGENCIES, AND AUTHORITIES GOVERNED BY THE BOARD
BOARD CHAMBERS ROOM 107, ADMINISTRATION BUILDING, 651 PINE STREET
MARTINEZ, CALIFORNIA 94553-1229
CANDACE ANDERSEN, CHAIR, 2ND DISTRICT
MARY N. PIEPHO, VICE CHAIR, 3RD DISTRICT
JOHN GIOIA, 1ST DISTRICT
KAREN MITCHOFF, 4TH DISTRICT
FEDERAL D. GLOVER, 5TH DISTRICT
DAVID J. TWA, CLERK OF THE BOARD AND COUNTY ADMINISTRATOR, (925) 335-1900
PERSONS WHO WISH TO ADDRESS THE BOARD DURING PUBLIC COMMENT OR WITH RESPECT TO AN ITEM THAT IS ON THE AGENDA,
MAY BE LIMITED TO TWO (2) MINUTES.
A LUNCH BREAK MAY BE CALLED AT THE DISCRETION OF THE BOARD CHAIR.
The Board of Supervisors respects your time, and every attempt is made to accurately estimate when an item may be heard by the Board. All times specified for items on the Board of
Supervisors agenda are approximate. Items may be heard later than indicated depending on the business of the day. Your patience is appreciated.
ANNOTATED AGENDA and MINUTES
February 9, 2016
9:00 A.M. Convene and announce adjournment to Closed Session in Room 101.
Closed Session
A. CONFERENCE WITH LABOR NEGOTIATORS
1. Agency Negotiators: David Twa and Bruce Heid.
Employee Organizations: Contra Costa County Employees’ Assn., Local No. 1; Am. Fed., State, County, & Mun.
Empl., Locals 512 and 2700; Calif. Nurses Assn.; Service Empl. Int’l Union, Local1021; District Attorney’s
Investigators Assn.; Deputy Sheriffs Assn.; United Prof. Firefighters, Local 1230; Physicians’ & Dentists’ Org. of
Contra Costa; Western Council of Engineers; United Chief Officers Assn.; Service Empl. Int’l Union United
Health Care Workers West; Contra Costa County Defenders Assn.; Probation Peace Officers Assn. of Contra
Costa County; Contra Costa County Deputy District Attorneys’ Assn.; and Prof. & Tech. Engineers, Local 21,
AFL-CIO.
2. Agency Negotiators: David Twa.
Unrepresented Employees: All unrepresented employees.
B. CONFERENCE WITH LEGAL COUNSEL--EXISTING LITIGATION (Gov. Code, § 54956.9(d)(1))
Joanne Lewis v. United States, et al., United States District Court, Southern District of California, Case No.
15-CV-02319-CAB-JLB
1.
C. LIABILITY CLAIMS
Claimant: Donald Wagda
Agency claimed against: Contra Costa County
D. CONFERENCE WITH LEGAL COUNSEL--ANTICIPATED LITIGATION
Significant exposure to litigation pursuant to Gov. Code, § 54956.9(d)(2): One potential case
February 9, 2016 Official Minutes 1
9:30 A.M. Call to order and opening ceremonies.
Inspirational Thought- "In the end, it's not the years in your life that count. It's the life in your years." ~Abraham
Lincoln
Present: Candace Andersen, District II Supervisor; Mary N. Piepho, District III Supervisor; Karen Mitchoff, District IV Supervisor;
Federal D. Glover, District V Supervisor
Absent: John Gioia, District I Supervisor
Staff Present:David Twa, County Administrator
Sharon Anderson, County Counsel
CONSIDER CONSENT ITEMS (Items listed as C.1 through C.104 on the following agenda) – Items are
subject to removal from Consent Calendar by request of any Supervisor or on request for discussion by a member
of the public. Items removed from the Consent Calendar will be considered with the Discussion Items.
PRESENTATIONS (5 Minutes Each)
PRESENTATION to recognize the participation and generosity of County employees in the 2015 Counties
Care Holiday Food Fight, as recommended by the County Administrator. (David Twa, County
Administrator)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
PR.2 PRESENTATION proclaiming February 2016 Eligibility Workers' Month. (Kathy Gallagher,
Employment and Human Resources Director)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
DISCUSSION ITEMS
D. 1 PUBLIC COMMENT (3 Minutes/Speaker)
There were no requests to speak at Public Comment.
D. 2 CONSIDER Consent Items previously removed.
There were no items removed from consent for discussion.
D.3 CONSIDER accepting the 2015 Annual Report from the Contra Costa County Flood Control and
Water Conservation District (Flood Control District); DIRECT the Chief Engineer, Flood Control District,
or designee, to implement the Action Plans in the report, with a follow-up report to the Board of
Supervisors annually; and REFER the Flood Control District’s efforts to develop sustainable funding to the
Transportation, Water and Infrastructure Committee, Countywide. (100% Flood Control District Funds)
(Mike Carlson, Public Works Department)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
D.4 CONSIDER accepting LVN/Aide Unit, General Services and Maintenance Unit, and Health Services
February 9, 2016 Official Minutes 2
D.4 CONSIDER accepting LVN/Aide Unit, General Services and Maintenance Unit, and Health Services
Unit decertification election results (David Twa, County Administrator)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
D.5 CONSIDER adopting Resolution No. 2016/80 approving the Memorandum of Understanding (MOU)
between Contra Costa County and the Contra Costa County Defenders Association for the period of July
1, 2015 through June 30, 2018. (David Twa, County Administrator)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
D. 6 CONSIDER reports of Board members.
There were no items reported today.
Closed Session
ADJOURN
CONSENT ITEMS
Road and Transportation
C. 1 ACCEPT the 2014 and 2015 reports of real estate acquisition acceptances dated January 1, 2014 –
December 31, 2015 approved by the Public Works Director as submitted; Alamo, Antioch, Brentwood,
Byron, Clayton, Danville, El Cerrito, El Sobrante, Martinez, Pittsburg, San Pablo, and San Ramon areas.
(No fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 2 APPROVE the Canal Road Bridge Replacement Project and related actions under the California
Environmental Quality Act, and AUTHORIZE the Public Works Director, or designee, to advertise the
Project, Bay Point area. (88% Federal Highway Bridge Program, 12% Local Road Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 3 ADOPT Resolution No. 2016/75 accepting as complete the contracted work performed by Granite
Rock Company for the Marsh Creek Road Safety Improvements Project, as recommended by the Public
Works Director, Clayton area. (49% High Risk Rural Road (HRRR) Funds, 7% Proposition 1B Funds,
35% East County Area of Benefit Funds, and 9% Contra Costa Water District Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
February 9, 2016 Official Minutes 3
C. 4 APPROVE the Iron Horse Corridor-Hookston Station Landscape Improvements, Phase II Project and
related actions under the California Environmental Quality Act, and AUTHORIZE the Public Works
Director, or designee, to advertise the Project, Pleasant Hill area. (100% East Bay Regional Park District
Measure WW funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 5 ADOPT Resolution No. 2016/73 approving and authorizing the Public Works Director, or designee, to
partially close a portion of Willow Pass Road between Marin Avenue and Manor Drive, on May 30, 2016
from 10:00 a.m. through 11:00 a.m., for the purpose of the Bay Point Spring Derby Parade, Bay Point area.
(No fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
Engineering Services
C. 6 ADOPT Resolution No. 2016/71 accepting completion of warranty period for the Subdivision
Agreement (Right of Way Landscaping) and release of cash deposit for faithful performance, subdivision
SD05-08943, for a project developed by Shapell Homes, a Division of Shapell Industries, Inc., a Delaware
Corporation, as recommended by the Public Works Director, San Ramon (Dougherty Valley) area. (100%
Developer Fees)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 7 ADOPT Resolution No. 2016/72 accepting completion of landscape improvements for a Subdivision
Agreement (Right of Way Landscaping) for subdivision SD99-08306, for a project being developed by
Shapell Homes, a Division of Shapell Industries, Inc., a Delaware Corporation, as recommended by the
Public Works Director, San Ramon (Dougherty Valley) area. (100% Developer Fees)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 8 ADOPT Resolution No. 2016/60 accepting the Grant Deed of Development Rights for minor
subdivision MS13-00006, for a project being developed by Kimberli R. Edmonson and Clifford
Edmonson, as recommended by the Public Works Director, Alamo area. (No fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 9 ADOPT Resolution No. 2016/70 approving the Final Map and Subdivision Agreement for subdivision
SD 14-09297, for a project being developed by Shapell Industries, Inc., a Delaware Corporation, as
recommended by the Public Works Director, San Ramon area. (No fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
February 9, 2016 Official Minutes 4
Other: District I Supervisor John Gioia (ABSENT)
Special Districts & County Airports
C. 10 APPROVE and AUTHORIZE the Director of Airports, or designee, to waive the Consumer Price
Index rent adjustment for airport aviation tenants for a three-year period, starting April 1, 2016 and ending
March 31, 2019. (100% Airport Enterprise Fund)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 11 APPROVE and AUTHORIZE the Chief Engineer, or designee, of the Contra Costa County Flood
Control and Water Conservation District to execute a license agreement between United States of America,
by the Commandant of the Coast Guard, and Contra Costa County Flood Control and Water Conservation
District, effective January 1, 2016 through December 31, 2021, for the installation and operation of a rain
gauge located atop the main building at the Coast Guard Mount Diablo Communication Site, Clayton area.
(No fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
Claims, Collections & Litigation
C. 12 RECEIVE report concerning personal property loss of County employee David Brown and
AUTHORIZE payment from the Liability Internal Service Fund in the amount of $387.19. (100% General
Liability Internal Service Fund)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 13 DENY claims filed by David Daniel, Eli Dominguez, Mary Duenas, Kamal Randhawa, Jeremy
David Recht, Adam Shaner, Lorraine Stewart, and Jose Francisco Lopez Urquiza. DENY Application to
File Late Claim by Ciara Chillous.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
Statutory Actions
C. 14 APPROVE Board meeting minutes for December 2015 and January 2016, as on file with the Office
of the Clerk of the Board.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
Honors & Proclamations
February 9, 2016 Official Minutes 5
Honors & Proclamations
C. 15 ADOPT Resolution No. 2016/63 recognizing Kevin M. Reneau as the Moraga 2015 Business Person
of the Year, as recommended by Supervisor Andersen.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 16 ADOPT Resolution No. 2016/74 proclaiming February 2016 as Eligibility Workers' Month in Contra
Costa County, as recommended by the Employment and Human Services Director.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 17 ADOPT Resolution No. 2016/76 recognizing Anna Tague as the Orinda Association 2015 Volunteer
of the Year, as recommended by Supervisor Andersen.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 18 ADOPT Resolution No. 2016/77 honoring the Orinda Community Foundation for receiving the 2015
William Penn Mott, Jr. Environmental Award, as recommended by Supervisor Andersen.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 19 ADOPT Resolution No. 2016/81 recognizing Boy Scouts of America Troop 151 for their 100th
anniversary, as recommended by Supervisor Piepho.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 20 ADOPT Resolution No. 2016/82 to recognize the participation and generosity of County employees
in the 2015 Counties Care Holiday Food Fight, as recommended by the County Administrator.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
Ordinances
C. 21 INTRODUCE Ordinance No. 2016-05 establishing requirements for the online filing of campaign
disclosure documents filed with the County Clerk-Recorder Elections Division; WAIVE reading , and FIX
March 8, 2016 to consider adoption, as recommended by the Clerk-Recorder.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
February 9, 2016 Official Minutes 6
Other: District I Supervisor John Gioia (ABSENT)
C. 22 INTRODUCE Ordinance No. 2016-06 to provide for new device registration fees and inspections of
point-of-sale systems, WAIVE reading, and FIX hearing for March 1, 2016 to consider adoption, as
recommended by the Director of Agriculture/Weights & Measures.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
Hearing Dates
C. 23 ADOPT Resolution No. 2016/64, declaring the intention to form Zone 1515 within County Service
Area P-6 in an unincorporated are near Walnut Creek; and fixing a public hearing for March 1, 2016, at
9:30 a.m. to consider public input regarding the establishment of Zone 1515 and the adoption of Ordinance
No. 2016-03 authorizing the levy of a special tax within Zone 1515 to fund police protection services, as
recommended by the Conservation and Development Director. (100% Developer Fees)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
Appointments & Resignations
C. 24 APPOINT Douglas Dunn to the District III At-Large seat on the Mental Health Commission, as
recommended by Supervisor Piepho.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 25 ACCEPT resignation of Louis Buckingham, DECLARE a vacancy in the District III Family Member
seat on the Mental Health Commission, and DIRECT the Clerk of the Board to post the vacancy, as
recommended by Supervisor Piepho.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 26 REAPPOINT Chris Gallagher, Trudy Negherbon and Scott Sweet to County Service Area P-2A
Citizen Advisory Committee, and APPOINT Henry Schultzel to County Service Area P-2A Citizen
Advisory Committee, as recommended by Supervisor Piepho.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 27 APPOINT Jill Winspear to the Appointee 9 seat on the Alamo Police Services Advisory Committee,
as recommended by Supervisor Andersen.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
February 9, 2016 Official Minutes 7
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 28 APPOINT seven individuals to the Contra Costa Council on Homelessness, as recommended by the
Health Services Director.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
Appropriation Adjustments
C. 29 Road Fund (110800): APPROVE Appropriation Adjustment No. 5045 reallocating the Road Fund
Balance to reflect appropriate categories for estimated expenditures in FY 2015-2016. (No Fiscal Impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
Intergovernmental Relations
C. 30 ACKNOWLEDGE receipt of the resolution from the San Francisco Bay Restoration Authority
calling for a special election and ADOPT Resolution No. 2016/78, ordering that the election be conducted
and consolidated with the June 7, 2016 Statewide Primary Election, as recommended by the
Clerk-Recorder.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
Personnel Actions
C. 31 ADOPT Position Adjustment Resolution No. 21823 to add one Human Resources Systems Specialist
(unrepresented) position and cancel one Clerk-Specialist Level (represented) position in the Human
Resources Department. (100% Benefits Administration Fee)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 32 ADOPT Position Adjustment Resolution No. 21817 to add two Deputy Director of Information
Technology-Exempt (unrepresented) positions; and cancel one Deputy Chief Information Officer -
Geographic Information System-Exempt (unrepresented) position and one Deputy Director/Chief
Information Security Officer-Exempt (unrepresented) position in the Department of Information
Technology and abolish these classes. (100% User Fees)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 33 ADOPT Position Adjustment Resolution No. 21825 to add one Medical Social Worker II position
February 9, 2016 Official Minutes 8
C. 33 ADOPT Position Adjustment Resolution No. 21825 to add one Medical Social Worker II position
(represented) and cancel one vacant Registered Nurse-Experienced Level position (represented) in the
Health Services Department. (Cost savings)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 34 ADOPT Position Adjustment Resolution No. 21818 to add one Information Systems
Programmer/Analyst III position (represented) and cancel one Business Systems Analyst position
(represented) in the County Administrator's Office. (50% AB 109 Public Safety Realignment, 50% County
General Fund)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 35 ADOPT Position Adjustment Resolution No. 21824 to add one Administrative Services Assistant II
position (represented) and cancel one vacant Information Systems Technician II position (represented) in
the Health Services Department. (Cost savings)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 36 ADOPT Position Adjustment Resolution No. 21826 to add 34 positions (represented) in the Health
Services Department for the expansion services to be provided at the Antioch Health Center. (100% FQHC
and third party revenues)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 37 ADOPT Resolution No. 2016/65 confirming applicability of Government Code section 31870 (Two
Percent Cost of Living Adjustment to Retirement Benefit) for employees represented by AFSCME Local
512, AFSCME Local 2700, and Western Council of Engineers, who become New Members of CCCERA
on and after July 1, 2014, in the PEPRA Retirement Tier, as recommended by the County Administrator.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
Leases
C. 38 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a lease with 777
Arnold Drive, LLC, effective February 9, 2016, for approximately 20,089 square feet of rentable office
space for the Contra Costa County Library Administration at 777 Arnold Drive, Suite 210, Martinez, at an
initial annual rent of $325,000 for the first two years with an annual increase thereafter, for a term of 12
years with two five-year renewal terms. (100% Library Fund)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
February 9, 2016 Official Minutes 9
Grants & Contracts
APPROVE and AUTHORIZE execution of agreements between the County and the following agencies for
receipt of fund and/or services:
C. 39 ADOPT Resolution No. 2016/69 approving and authorizing the Conservation and Development
Director, or designee, to apply for and execute a contract and any and all other documents, pursuant to
State guidelines, to accept a grant in an amount not to exceed $158,400 with California Department of
Housing and Community Development to administer the Housing Related Parks Program for the 2015
Designated Program Year. (100% HCD Housing Related Parks Program grant funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 40 ADOPT Resolution No. 2016/58 to approve and authorize the Employment and Human Services
Director, or designee, to execute a contract with the California Department of Aging, to pay the County an
amount not to exceed $26,156 for Medicare Improvements for Patients and Providers Act services for the
period September 30, 2015 through September 29, 2017. (No County match)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 41 APPROVE and AUTHORIZE the Public Defender, or designee, to apply for and accept a grant in the
amount of $40,000 from the National Juvenile Defender Center for the Juvenile Post Disposition Reentry
Legal Fellowship program. (57% Foundation revenue, 43% In-kind match)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 42 APPROVE and AUTHORIZE the Public Defender, or designee, to apply for and accept grants in the
total amount of $73,503 from the San Francisco Foundation and the California Endowment for the
Proposition 47 Outreach program. (No County match)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 43 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract
amendment with the California Department of Public Health, Office of AIDS, effective July 1, 2015, to
increase the amount payable to the County by $37,702 to a new payment limit of $75,404 for the County's
AIDS Drug Assistance Program, with no change in the original term of July 1, 2015 through June 30,
2017. (No County match)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 44 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
February 9, 2016 Official Minutes 10
C. 44 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
the California Department of Public Health, Office of Health Equity, to pay the County an amount not to
exceed $9,990 for the Public Health CalBrace Climate Change Project, for the period July 1, 2015 through
May 31, 2016. (No County match)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 45 APPROVE and AUTHORIZE the Health Services Director, or designee, to submit a Consolidated
Application, along with necessary assurances and certifications to the U. S. Department of Housing and
Urban Development for 2015 Continuum of Care Funding, in an amount not to exceed $12,568,529 to
provide supportive housing and services to homeless individuals and their families in Contra Costa County
for the period July 1, 2015 through June 30, 2016. (No County match)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 46 APPROVE and AUTHORIZE the Health Services Director or designee to execute, on behalf of the
County, a contract with Sutter Health, to pay the County an amount not to exceed $97,275 for the County’s
Concord interim housing, transportation and services project for homeless patients referred by Sutter Delta
Hospital in Antioch, for the period December 25, 2015 through December 24, 2016. (No County match)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 47 APPROVE and AUTHORIZE the Sheriff-Coroner, or designee, to apply for and accept a grant from
the California Department of Boating and Waterways in an initial amount of $738,249 for marine patrol
and boating regulations enforcement beginning July 1, 2016 through the end of the available grant
funding. (100% State)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
APPROVE and AUTHORIZE execution of agreement between the County and the following parties as
noted for the purchase of equipment and/or services:
C. 48 APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to
execute a contract amendment with Lao Family Community Development, Inc., to decrease the payment
limit by $450,000 to a new payment limit of $555,000 for job skills and placement services for limited
English speaking and non-English speaking CalWORKs participants, for the period of July 1, 2015
through June 30, 2016. (15% State 85% Federal)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 49 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract with
February 9, 2016 Official Minutes 11
C. 49 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract with
Dahlin Group, Inc., in an amount not to exceed $250,000, including modified indemnification provisions
and superseding Board action (C.35) of November 17, 2015, to provide planning services for County and
Flood Control District properties in the Oak Park area (South Pleasant Hill Parcels) for the period of
August 1, 2015 through July 31, 2017, Pleasant Hill area. (100% Oak Park Sale of Surplus Proceeds Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 50 APPROVE the allocation of $1,010,000 of Housing Opportunities for Persons with HIV/AIDS
(HOPWA) funds from Fiscal Year 2015/16, 2016/17, and 2017/18 to Resources for Community
Development to assist in the the new construction of the Riviera Family Apartments in the City of Walnut
Creek, as recommended by the Conservation and Development Director. (100% Federal Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 51 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Gary B. Marcus, M.D., A Professional Corporation, in an amount not to exceed $150,000 to provide
cardiology services to Contra Costa Health Plan (CCHP) members, for the period December 1, 2015
through November 30, 2017. (100% CCHP Enterprise Fund II)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 52 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
RG Hernandez, LLC, in an amount not to exceed $104,820 to provide consultation and technical assistance
with regard to third party revenues, costs and claims, for the period February 1, 2016 through January 31,
2017. (100% Third Party Reimbursement I)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 53 APPROVE and AUTHORIZE the Risk Manager to execute a contract amendment with Essential
Staffing, Inc., to allow for liability, loss control, training and Americans with Disabilities Act staffing for
the period July 1, 2015 through June 30, 2016. (No fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 54 APPROVE and AUTHORIZE the Purchasing Agent or designee to execute, on behalf of the Public
Works Director, a purchase order with Downtown Ford in an amount not to exceed $130,000 for the
purchase of a new Ford F550 Super Cab Diesel Cone Truck for use by Public Works Road Maintenance,
Countywide. (100% Local Road Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
February 9, 2016 Official Minutes 12
C. 55 APPROVE and AUTHORIZE the Purchasing Agent or designee to execute, on behalf of the Public
Works Director, a purchase order with Coast Counties Truck and Equipment in an amount not to exceed
$710,000 for the purchase of one 2016 Peterbilt 365 Model 3 Axle Dump Truck and two 2016 Peterbilt
365 Model Transfer Truck and Trailers for use by Flood Control and Water Conservation District,
Countywide. (27% Flood Control Funds and 73% Local Road Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 56 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute Contract
Amendment No. 1 to the Consulting Services Agreement with Park Engineering, Inc., effective February 9,
2016, to increase the payment limit by $250,000 to a new payment limit of $500,000, to continue
providing “on-call” project management services, Countywide. (100% Federal, State, Local, and/or
General Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 57 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute Contract
Amendment No. 1 to the Consulting Services Agreement with Swinerton Builders, effective February 9,
2016, to increase the payment limit by $250,000 to a new payment limit of $500,000, to continue
providing “on-call” project management services, Countywide. (100% Federal, State, Local, and/or
General Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 58 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Daniel May, M.D., in an amount not to exceed $232,960 to provide outpatient psychiatric services in West
County, for the period May 1, 2016 through April 30, 2017. (100% Mental Health Realignment)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 59 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Bay Area Surgical Specialists Services, LLC, in an amount not to exceed $300,000 to provide ambulatory
surgery center services for Contra Costa Health Plan members for the period March 1, 2016 through
February 28, 2018. (100% Contra Costa Health Plan Enterprise Fund II)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 60 APPROVE and AUTHORIZE the Health Services Director, or designee, to terminate contract
#27-590-6 as requested by the Contra Costa Cardiology Medical Group, for the provision of cardiology
services for Contra Costa Health Plan members, effective at the close of business on December 7, 2015.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
February 9, 2016 Official Minutes 13
C. 61 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with H
K Facial Plastic Surgery, Inc., in an amount not to exceed $140,000 to provide plastic and reconstructive
surgery services to Contra Costa Health Plan (CCHP) members, for the period March 1, 2016 through
February 28, 2018. (100% Contra Costa Health Plan Enterprise Fund II)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 62 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a Memorandum
of Understanding with the California Department of State Hospitals, including mutual indemnification, in
an amount not to exceed $9,357,140 for the purchase and use of state hospital beds for the period July 1,
2014 through June 30, 2016. (100% by Mental Health Realignment)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 63 APPROVE and AUTHORIZE the Director of Child Support Services, or designee, to execute a
contract amendment with Maximus, effective February 15, 2016, to add additional early intervention
services, with no change to the contract payment limit or contract term. (Federal 66%, State 34%)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 64 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Peyman Keyashian, M.D., in an amount not to exceed $505,000 to continue to provide anesthesiology
services at Contra Costa Regional Medical and Health Centers, for the period February 1, 2016 through
January 31, 2017. (100% Hospital Enterprise Fund I)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 65 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Community Health for Asian Americans in an amount not to exceed $683,070 to provide mental health
services, wraparound services, and outpatient treatment to children in Contra Costa County for the period
from January 1, 2016 through June 30, 2016, with a six-month automatic extension through December 31,
2016 in an amount not to exceed $683,070. (48% Federal Financial Participation, 48% Mental Health
Realignment; 4% Non-Medi-Cal Realignment)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 66 APPROVE and AUTHORIZE the County Administrator, or designee, to execute a contract
amendment with Napanet Internet Services, Inc., effective January 21, 2016, to extend the term from
January 21, 2016 to January 20, 2017 and increase the payment limit by $5,000 to a new payment limit of
$30,000, to continue providing internet services for web page support. (100% General Fund)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
February 9, 2016 Official Minutes 14
Other: District I Supervisor John Gioia (ABSENT)
C. 67 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract
amendment with BAART Behavioral Health Services, Inc., effective December 1, 2015, to increase the
payment limit by $33,410 to a new payment limit of $105,033 to provide additional methadone
maintenance services for medically stable inmates at Martinez and Richmond Detention Facilities, with no
change in the original term of July 1, 2014 through June 30, 2016. (100% Hospital Enterprise Fund I)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 68 APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Health Services
Director, a purchase order with KCI USA, Inc., in an amount not to exceed $300,000 for canisters, dress
drapes, and other medical supplies for the Contra Costa Regional Medical and Health Centers for the
period April 1, 2016 through March 31, 2018. (100% Hospital Enterprise Fund I)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 69 APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Health Services
Director, a purchase order with Depuy Synthes Sales, Inc., in the amount of $450,000 for instruments,
implants and supplies at the Contra Costa Regional Medical and Health Centers, for the period April 1,
2016 through March 31, 2020. (100% Hospital Enterprise Fund I)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 70 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Shelter, Inc. of Contra Costa County, in an amount not to exceed $268,724 to provide support services to
County residents in the Supportive Housing Program, for the period December 1, 2015 through November
30, 2016. (100% Federal funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 71 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Corodata Records Management, Inc., in an amount not to exceed $1,000,000 to provide off-site storage,
retrieval, destruction and management services of documents and records for Contra Costa Regional
Medical Center and other Health Services Departments, for the period November 1, 2015 thorough
October 31, 2018. (100% Hospital Enterprise Fund I)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 72 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Schramm Health Partners, LLC, in an amount not to exceed $210,000 to provide actuarial consulting
services for the Contra Costa Health Plan, for the period April 1, 2016 through March 31, 2018. (100%
Contra Costa Health Plan Enterprise Fund II)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IVFebruary 9, 2016 Official Minutes 15
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 73 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Nordic Consulting Partners, Inc., in an amount not to exceed $700,000 to provide consultation and
technical assistance with regard to the Department’s Information Systems Unit in support of CCLink, for
the period January 1, 2016 through June 30, 2018. (100% Hospital Enterprise Fund I)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 74 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Pathways to Wellness Medication Clinic in an amount not to exceed $1,198,486 to provide children’s and
adult mental health services in Central County, for the period January 1 through December 31, 2016. (50%
Federal Financial Participation; 50% County Realignment)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 75 APPROVE AND AUTHORIZE the Auditor-Controller, or his designee, to pay $550 to Garda CL
West, Inc. for the provision of armored transport services rendered at Contra Costa County Health Services
Department during the period January 1, 2016 through January 31, 2016. (100% Hospital Enterprise Fund I)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 76 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a novation
contract with Community Options for Families and Youth, Inc., in an amount not to exceed $2,551,176 to
provide therapeutic behavioral services, multsystemic therapy and functional family therapy for the period
July 1, 2015 through June 30, 2016, with a six-month automatic extension through December 31, 2016 in
an amount not to exceed $1,275,588. (43% Federal Early and Periodic Screening, Diagnosis and
Treatment; 22% County Realignment; 25% Mental Health Services Act; 10% Probation Mentally Ill
Offenders Crime Reduction Grant)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 77 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
LTP CarePro, Inc. (dba Pleasant Hill Manor), in an amount not to exceed $372,000 to provide augmented
board and care services for County-referred mentally disordered clients, for the period February 1, 2016
through January 31, 2017. (76% Mental Health Realignment funds; 24% Mental Health Services
Administration Housing funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 78 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract
February 9, 2016 Official Minutes 16
C. 78 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract
amendment with Bi-Bett, effective January 1, 2016, to increase the payment limit by $263,259 to a new
payment limit of $2,724,447 to provide additional substance abuse treatment services and program
enhancements, with no change in the original term of July 1, 2015 through June 30, 2016. (75% Substance
Abuse Treatment and Prevention Block Grant; 7% California Work Opportunities and Responsibilities to
Kids; 13% Assembly Bill 109; 5% Behavioral Health Reentry Court)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 79 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with
Anka Behavioral Health Services, Inc., in an amount not to exceed $1,581,242 to provide community
services, support programs, and residential mental health services for the period January 1 through June
30, 2016, with a six-month automatic extension through December 31, 2016 in an amount not to exceed
$1,581,242. (58% Mental Health Realignment; 42% Medi-Cal and Federal Financial Participation)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 80 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute Contract
Amendment No. 1 to the Consulting Services Agreement with Anchor Engineering, Inc., effective
February 9, 2016, to increase the payment limit by $250,000 to a new payment limit of $500,000 to
continue providing “on-call” project management services, Countywide. (100% Federal, State, Local,
and/or General Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 81 APPROVE and AUTHORIZE the Public Works Director, or designee, to execute Contract
Amendment No. 1 to the Consulting Services Agreement with Kitchell/CEM, Inc., effective February 9,
2016, to increase the payment limit by $250,000 to a new payment limit of $500,000 to continue
providing “on-call” project management services, Countywide. (100% Federal, State, Local, and/or
General Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 82 APPROVE and AUTHORIZE the Purchasing Agent or designee, to execute, on behalf of the Chief
Information Officer (Department of Information Technology), purchase orders with AT&T, Anritsu Co,
Computerland of Silicon Valley, SSP Data, and a third-party lease agreement with IBM Global Finance in
an aggregate amount not to exceed $1,678,000, for the purchase of hardware and software required to
maintain the County's wide area network, VoIP (Voice Over Internet Protocol), and regional
communication systems, for the period April 1, 2016 through March 31, 2021, Countywide. (100%
Department User Fees)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 83 APPROVE and AUTHORIZE the Chief Information Officer (Department of Information
February 9, 2016 Official Minutes 17
C. 83 APPROVE and AUTHORIZE the Chief Information Officer (Department of Information
Technology), or designee, to execute a contract amendment with CherryRoad Technologies, Inc., effective
February , 2016, to increase the payment limit by $307,420 to a new payment limit of $6,459,730 for the
contractor to provide additional resources to assist the County with the upgrade of PeopleSoft HCM
version 8.8 to version 9.2. (100% PeopleSoft Project budget)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 84 APPROVE and AUTHORIZE the Sheriff-Coroner, or designee, to execute a contract amendment
with Forensic Medical Group to add payment provisions related to transcription services and specialized
diagnostic services, with no change to the existing payment limit or the original contract term of July 1,
2014 through June 30, 2019. (No additional fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 85 APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Sheriff-Coroner, a
purchase order with Waxie Sanitary Supply in an amount not to exceed $180,000 to procure miscellaneous
janitorial supplies as needed within the County's detention facilities, for the period January 1, 2016 through
December 31, 2017. (100% General Fund)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 86 APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Sheriff-Coroner, a
purchase order with Bob Barker Company in an amount not to exceed $530,000 to procure miscellaneous
products specific to correctional facilities as needed within the County's detention facilities, for the period
January 1, 2016 through December 31, 2017. (100% General Fund)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 87 APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Sheriff-Coroner, a
purchase order amendment with R-Computer, to increase the payment limit by $100,000 to a new payment
limit of $450,000 to provide computer hardware, peripherals, cameras, Global Positioning System units
and other computer-related equipment and supplies, as needed, for the period July 1, 2014 through June
30, 2016. (100% General Fund)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 88 APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Sheriff-Coroner, a
purchase order with Allen Packaging Company in the amount of $125,000 to provide three-compartment
trays for Seal-a-Meal food to be used at the West County, Martinez, and Marsh Creek Detention Facilities
for the period January 1 through December 31, 2016 (100% General Fund)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
February 9, 2016 Official Minutes 18
Other: District I Supervisor John Gioia (ABSENT)
Other Actions
C. 89 REFER to the Finance Committee the request of $900,000 for FY 2016-17 from the County General
Fund to cover the funding shortfall in the Wildcat/San Pablo Creeks Levee Remediation project in North
Richmond, District 1. (100% General Fund)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 90 Acting as the Governing Board of Contra Costa County, the Contra Costa County Flood Control and
Water Conservation District and the Contra CostaCounty Water Agency, APPROVE and AUTHORIZE
the County Administrator, or designee, to execute a Master Agreement for Taxing Entity Compensation
with the City of Pinole for the distribution of net unrestricted proceeds to be received by the City for the
disposition of properties formerly owned by the Pinole Redevelopment Agency and remitted to the
Auditor-Controller for distribution to certain taxing entities, as recommended by the County Administrator.
(No fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 91 ADOPT Resolution No. 2016/68 authorizing the amendments of Contra Costa County Variable Rate
Multifamily Housing Refunding Revenue Bonds (Delta Square Apartments Project) 1999 Series H issued
to make a loan used to refinance the acquisition and construction of a multifamily rental housing project
generally known as Mira Vista Hills Apartments (the “Project”), located at 2201 San Jose Drive in the
City of Antioch, as recommended by the Conservation and Development Director. (100% Special Revenue
Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 92 ADOPT Resolution No. 2016/59 approving the issuance of Multifamily Housing Revenue Bonds by
the California Municipal Finance Authority in an amount not to exceed $41,500,000 to finance the
acquisition and rehabilitation of Barrett Plaza located at 510 Barrett Avenue and Barrett Terrace located at
700 Barrett Avenue in the City of Richmond, and authorize other related actions, as recommended by the
Conservation and Development Director. (100% Special Revenue Funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 93 DECLARE as surplus and AUTHORIZE the Purchasing Agent, or designee, to dispose of fully
depreciated vehicles and equipment no longer needed for public use as recommended by the Public Works
Director, Countywide. (No fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 94 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute an unpaid student
February 9, 2016 Official Minutes 19
C. 94 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute an unpaid student
training agreement with Samuel Merritt University, to provide supervised field instruction at Contra Costa
Regional Medical Center and Health Centers, to nursing, physical therapist and occupational therapist
students, for the period April 1, 2016 through March 31, 2018. (Non-financial agreement)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 95 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute an unpaid student
training agreement with Contra Costa Community College District, to provide supervised field instruction
in the County’s Public Health Division, to nursing students, for the period of March 1, 2016 through
February 28, 2019. (No fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 96 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute an unpaid student
training agreement with San Francisco State University, to provide supervised field instruction in the
County’s Public Health Division, to nursing students, for the period March 1, 2016 through February 28,
2019. (Non-financial agreement)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 97 APPROVE and AUTHORIZE the Health Services Director, or designee, to execute an unpaid student
training agreement with the University of North Carolina at Chapel Hill, Gillings School of Global Public
Health, to provide supervised field instruction at Contra Costa Regional Medical Center and Health
Centers to dietitian students, for the period April 1, 2016 through March 31, 2017. (Non-financial
agreement)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 98 AUTHORIZE the Conservation and Development Director, or designee, to extend the completion
date from January 31, 2016 to June 30, 2016 of Phase I of the Muir Ridge Homes project that is being
constructed in unincorporated Martinez by Habitat for Humanity East Bay/Silicon Valley using HOME
Investment Partnership Act (HOME) funds borrowed from the County, and AUTHORIZE the Director, or
designee, to consent to future modifications to the completion and repayment dates related to the Muir
Ridge Homes project. (HOME Investment Partnership Act funds)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C. 99 APPROVE the revised Hazardous Materials Incident Notification Policy, as recommended by the
Health Services Director and the Ad Hoc Committee on the Industrial Safety Ordinance and the
Community Warning System.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
February 9, 2016 Official Minutes 20
Other: District I Supervisor John Gioia (ABSENT)
C.100 ADOPT Resolution No. 2016/79 to eliminate alternate appointees to the standing committees of the
Board of Supervisors, as recommended by the County Administrator. (No fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C.101 APPROVE and AUTHORIZE the County Administrator, or designee, to execute a contract with the
Contra Costa Local Agency Formation Commission indemnifying it from costs or liabilities related to its
proceedings on the County's application for detachment of the Byron-Bethany Irrigation District from the
Discovery Bay Community Services District. (Non-financial agreement)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C.102 AUTHORIZE County Counsel or her designee to execute on behalf of the County forms
acknowledging potential conflicts of interest and consent to Goldfarb & Lipman representing the County in
connection with (i) a loan of approximately $6 million of HOM, HOPWA, NSP1 and Summer Lake Trust
funds for the development of Tabora Gardens, an affordable housing project in Antioch, and (ii) a loan of
approximately $2 million of CDBG funds for the rehabilitation of an affordable housing development in
Pinole. AUTHORIZE the County Counsel, or her designee, to consent to future potential conflicts of
interest in situations when an attorney provides services to the County related to the development,
renovation or refinancing of affordable housing projects and another party to the transaction is a former or
existing client of the attorney.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C.103 CONTINUE the emergency action originally taken by the Board of Supervisors on November 16,
1999 regarding the issue of homelessness in Contra Costa County, as recommended by the Health Services
Director. (No fiscal impact)
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
C.104 APPROVE and AUTHORIZE Contra Costa County to participate in the 2016 California State Fair;
AUTHORIZE the Chair of the Board to sign the 2016 Counties Exhibits Entry Form; and DIRECT District
III staff to coordinate the plan for participation and the booth construction, as recommended by Supervisor
Piepho.
AYE: District II Supervisor Candace Andersen, District III Supervisor Mary N. Piepho, District IV
Supervisor Karen Mitchoff, District V Supervisor Federal D. Glover
Other: District I Supervisor John Gioia (ABSENT)
GENERAL INFORMATION
February 9, 2016 Official Minutes 21
GENERAL INFORMATION
The Board meets in all its capacities pursuant to Ordinance Code Section 24-2.402, including as the Housing
Authority and the Successor Agency to the Redevelopment Agency. Persons who wish to address the Board should
complete the form provided for that purpose and furnish a copy of any written statement to the Clerk.
Any disclosable public records related to an open session item on a regular meeting agenda and distributed by the
Clerk of the Board to a majority of the members of the Board of Supervisors less than 72 hours prior to that meeting
are available for public inspection at 651 Pine Street, First Floor, Room 106, Martinez, CA 94553, during normal
business hours.
All matters listed under CONSENT ITEMS are considered by the Board to be routine and will be enacted by one
motion. There will be no separate discussion of these items unless requested by a member of the Board or a member
of the public prior to the time the Board votes on the motion to adopt.
Persons who wish to speak on matters set for PUBLIC HEARINGS will be heard when the Chair calls for comments
from those persons who are in support thereof or in opposition thereto. After persons have spoken, the hearing is
closed and the matter is subject to discussion and action by the Board. Comments on matters listed on the agenda or
otherwise within the purview of the Board of Supervisors can be submitted to the office of the Clerk of the Board via
mail: Board of Supervisors, 651 Pine Street Room 106, Martinez, CA 94553; by fax: 925-335-1913.
The County will provide reasonable accommodations for persons with disabilities planning to attend Board meetings
who contact the Clerk of the Board at least 24 hours before the meeting, at (925) 335-1900; TDD (925) 335-1915.
An assistive listening device is available from the Clerk, Room 106.
Copies of recordings of all or portions of a Board meeting may be purchased from the Clerk of the Board. Please
telephone the Office of the Clerk of the Board, (925) 335-1900, to make the necessary arrangements.
Forms are available to anyone desiring to submit an inspirational thought nomination for inclusion on the
Board Agenda. Forms may be obtained at the Office of the County Administrator or Office of the Clerk of the Board,
651 Pine Street, Martinez, California.
Applications for personal subscriptions to the weekly Board Agenda may be obtained by calling the Office of the
Clerk of the Board, (925) 335-1900. The weekly agenda may also be viewed on the County’s Internet Web Page:
www.co.contra-costa.ca.us
STANDING COMMITTEES
The Airport Committee (Supervisors Karen Mitchoff and Mary N. Piepho) meets quarterly on the fourth Monday of
the month at 12:30 p.m. at Director of Airports Office, 550 Sally Ride Drive, Concord.
The Family and Human Services Committee (Supervisors Candace Andersen and
Federal D. Glover) meets on the first Monday of the month at 1:00 p.m. in Room 101, County Administration
Building, 651 Pine Street, Martinez.
The Finance Committee (Supervisors Federal D. Glover and John Gioia) meets on the second Monday of the month
at 1:30 p.m. in Room 101, County Administration Building, 651 Pine Street, Martinez.
The Hiring Outreach Oversight Committee (Supervisors John Gioia and Federal Glover) To be determined
The Internal Operations Committee (Supervisors Candace Andersen and Karen Mitchoff) meets on the second
Monday of the month at 9:00 a.m. in Room 101, County Administration Building, 651 Pine Street, Martinez.
The Legislation Committee (Supervisors Karen Mitchoff and Mary N. Piepho) meets on the first Thursday of the
February 9, 2016 Official Minutes 22
month at 11:00 a.m. in Room 101, County Administration Building, 651 Pine Street, Martinez.
The Public Protection Committee (Supervisors John Gioia and Federal D. Glover) meets on the second Monday of
the month at 11:00 a.m. in Room 101, County Administration Building, 651 Pine Street, Martinez.
The Transportation, Water & Infrastructure Committee (Supervisors Candace Andersen and Mary N. Piepho)
meets on the first Thursday of the month at 1:30 p.m. in Room 101, County Administration Building, 651 Pine Street,
Martinez.
Airports Committee See above
Family & Human Services Committee See above
Finance Committee See above
Hiring Outreach Oversight Committee See above
Internal Operations Committee See above
Legislation Committee See above
Public Protection Committee See above
Transportation, Water & Infrastructure Committee See above
PERSONS WHO WISH TO ADDRESS THE BOARD DURING PUBLIC COMMENT OR
WITH RESPECT TO AN ITEM THAT IS ON THE AGENDA, MAY BE LIMITED TO TWO
(2) MINUTES
A LUNCH BREAK MAY BE CALLED AT THE DISCRETION OF THE BOARD CHAIR
AGENDA DEADLINE: Thursday, 12 noon, 12 days before the Tuesday Board meetings.
Glossary of Acronyms, Abbreviations, and other Terms (in alphabetical order):
Contra Costa County has a policy of making limited use of acronyms, abbreviations, and industry-specific language
in its Board of Supervisors meetings and written materials. Following is a list of commonly used language that may
appear in oral presentations and written materials associated with Board meetings:
AB Assembly Bill
ABAG Association of Bay Area Governments
ACA Assembly Constitutional Amendment
ADA Americans with Disabilities Act of 1990
AFSCME American Federation of State County and Municipal Employees
AICP American Institute of Certified Planners
AIDS Acquired Immunodeficiency Syndrome
ALUC Airport Land Use Commission
AOD Alcohol and Other Drugs
ARRA American Recovery & Reinvestment Act of 2009
BAAQMD Bay Area Air Quality Management District
BART Bay Area Rapid Transit District
BayRICS Bay Area Regional Interoperable Communications System
BCDC Bay Conservation & Development Commission
BGO Better Government Ordinance
BOS Board of Supervisors
CALTRANS California Department of Transportation
February 9, 2016 Official Minutes 23
CalWIN California Works Information Network
CalWORKS California Work Opportunity and Responsibility to Kids
CAER Community Awareness Emergency Response
CAO County Administrative Officer or Office
CCCPFD (ConFire) Contra Costa County Fire Protection District
CCHP Contra Costa Health Plan
CCTA Contra Costa Transportation Authority
CCRMC Contra Costa Regional Medical Center
CCWD Contra Costa Water District
CDBG Community Development Block Grant
CFDA Catalog of Federal Domestic Assistance
CEQA California Environmental Quality Act
CIO Chief Information Officer
COLA Cost of living adjustment
ConFire (CCCFPD) Contra Costa County Fire Protection District
CPA Certified Public Accountant
CPI Consumer Price Index
CSA County Service Area
CSAC California State Association of Counties
CTC California Transportation Commission
dba doing business as
DSRIP Delivery System Reform Incentive Program
EBMUD East Bay Municipal Utility District
ECCFPD East Contra Costa Fire Protection District
EIR Environmental Impact Report
EIS Environmental Impact Statement
EMCC Emergency Medical Care Committee
EMS Emergency Medical Services
EPSDT Early State Periodic Screening, Diagnosis and Treatment Program (Mental Health)
et al. et alii (and others)
FAA Federal Aviation Administration
FEMA Federal Emergency Management Agency
F&HS Family and Human Services Committee
First 5 First Five Children and Families Commission (Proposition 10)
FTE Full Time Equivalent
FY Fiscal Year
GHAD Geologic Hazard Abatement District
GIS Geographic Information System
HCD (State Dept of) Housing & Community Development
HHS (State Dept of ) Health and Human Services
HIPAA Health Insurance Portability and Accountability Act
HIV Human Immunodeficiency Syndrome
HOV High Occupancy Vehicle
HR Human Resources
HUD United States Department of Housing and Urban Development
IHSS In-Home Supportive Services
Inc. Incorporated
IOC Internal Operations Committee
ISO Industrial Safety Ordinance
JPA Joint (exercise of) Powers Authority or Agreement
Lamorinda Lafayette-Moraga-Orinda Area
LAFCo Local Agency Formation Commission
LLC Limited Liability Company
LLP Limited Liability Partnership
Local 1 Public Employees Union Local 1
February 9, 2016 Official Minutes 24
LVN Licensed Vocational Nurse
MAC Municipal Advisory Council
MBE Minority Business Enterprise
M.D. Medical Doctor
M.F.T. Marriage and Family Therapist
MIS Management Information System
MOE Maintenance of Effort
MOU Memorandum of Understanding
MTC Metropolitan Transportation Commission
NACo National Association of Counties
NEPA National Environmental Policy Act
OB-GYN Obstetrics and Gynecology
O.D. Doctor of Optometry
OES-EOC Office of Emergency Services-Emergency Operations Center
OPEB Other Post Employment Benefits
OSHA Occupational Safety and Health Administration
PARS Public Agencies Retirement Services
PEPRA Public Employees Pension Reform Act
Psy.D. Doctor of Psychology
RDA Redevelopment Agency
RFI Request For Information
RFP Request For Proposal
RFQ Request For Qualifications
RN Registered Nurse
SB Senate Bill
SBE Small Business Enterprise
SEIU Service Employees International Union
SUASI Super Urban Area Security Initiative
SWAT Southwest Area Transportation Committee
TRANSPAC Transportation Partnership & Cooperation (Central)
TRANSPLAN Transportation Planning Committee (East County)
TRE or TTE Trustee
TWIC Transportation, Water and Infrastructure Committee
UASI Urban Area Security Initiative
VA Department of Veterans Affairs
vs. versus (against)
WAN Wide Area Network
WBE Women Business Enterprise
WCCTAC West Contra Costa Transportation Advisory Committee
February 9, 2016 Official Minutes 25
RECOMMENDATION(S):
Presentation proclaiming February 2016 Eligibility Workers' Month. (Presenter: Kathy Gallagher)
FISCAL IMPACT:
None
BACKGROUND:
Contra Costa County Eligibility Workers are experts in the primary programs of CalFresh, CalWORKs, Medi-Cal,
General Assistance, and Foster Care and work under tremendous pressure assisting needy families for benefits and
services. Despite the pressures, County Eligibility Workers continue to process complex applications for CalFresh,
CalWORKs, Welfare-to-Work, Medi-Cal, General Assistance, Foster Care, Adoption Assistance Program, and
KinGAP in a timely manner.
CONSEQUENCE OF NEGATIVE ACTION:
Eligibility Workers will not receive Board of Supervisors recognition for their outstanding work.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Elaine Burres, 313-1717
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: , Deputy
cc:
PR.2
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Presentation Proclaiming February 2016 Eligibility Workers' Month
February 9, 2016 Official Minutes 26
RECOMMENDATION(S):
ACCEPT the attached 2015 Annual Report from the Contra Costa County Flood Control and Water Conservation
District (FC District) and;
DIRECT the Chief Engineer, FC District, or designee, to implement the Action Plans in the report, with a follow-up
report to this Board annually and;
REFER the FC District’s efforts to develop sustainable funding for flood protection to the Transportation, Water and
Infrastructure Committee.
FISCAL IMPACT:
Preparation of this report cost $15,000, which was funded by FC District Funds. Implementation of the recommended
action plans and assessment studies over the next thirteen years will cost approximately $8,000,000 to be funded by
FC District and Flood Control Zone Funds, with ongoing efforts to offset expenses with grant funds.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Tim Jensen, (925) 313-2390
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: David Twa, CAO, Thomas Geiger, County Counsel's Office, Sharon Hymes-Offord, Risk Management, Betsy Burkhart, CCTV, Steve Kowalewski, Deputy Chief Engineer,
Mike Carlson, Flood Control, Tim Jensen, Flood Control, Catherine Windham, Flood Control
D.3
To:Contra Costa County Flood Control District Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:2015 Annual Report on CCC Flood Control and Water Conservation District, Countywide. Project No. 7505-6F8135
February 9, 2016 Official Minutes 27
BACKGROUND:
On November 5, 2013, the FC District presented to the Board its first annual report on flood protection
infrastructure in order to understand its history, condition, and future needs. On February 10, 2015, the “2014
Status of Flood Protection Infrastructure” updated the Board on the FC District’s accomplishments since the 2013
Annual Report. The attached 2015 Annual Report is provided to update the Board on the FC District’s
accomplishments in 2015 as well as future challenges and next steps.
In summary, our community outreach events were successful, our capital programs made progress, and our studies
of aging infrastructure and unsustainable service levels continued to highlight some major concerns, primarily
regarding lack of funding.
Highlights of 2015 included sponsoring a week-long "Stay Out, Stay Alive" campaign at Walnut Creek
Intermediate School, disseminating El Niño preparedness information to the community, developing new rainfall
tracking tools for residents, hosting another successful Quadrennial Creek and Watershed Symposium, launching
our Three Creeks Project in Brentwood, completing our pilot facilities assessment program, and receiving results
from our first-ever professional public opinion survey.
Most flood protection, drainage, and stormwater agencies statewide suffer from inadequate funding. Proposition
13 froze tax rates at low levels almost 40 years ago, and Proposition 218 has made it difficult to increase revenue
for the past 20 years. The County has been working with the California State Association of Counties and the
County Engineers Association of California on a Statewide Stormwater Funding Initiative to provide an
alternative mechanism to fund flood protection, drainage, and stormwater services which is similar to what water
and wastewater utility districts currently use. A proposed ballot measure was filed with the State Attorney
General’s office in December with the hope that it will qualify for the November 2016 ballot. We recommend that
the County continue to support the legislative effort to get this funding measure into place, as it will go a long way
toward providing sustainable funding to meet the County's needs for regional flood protection, community
drainage, and stormwater quality services.
The FC District will continue implementation of the action plans outlined in the 2013 Annual Report. The key
action for the next few years will be to focus on developing sustainable funding.
Staff recommends the Board accept the attached 2015 Annual Report from the FC District, direct the Chief
Engineer to continue with the Action Plans recommended in the Report, with a follow-up report to this Board
annually, and refer the effort to develop sustainable funding for regional flood protection, community drainage,
and stormwater quality services to the Transportation, Water and Infrastructure Committee.
CONSEQUENCE OF NEGATIVE ACTION:
The County’s funding issues regarding regional flood protection, community drainage, and stormwater quality
services will not be adequately addressed, which will lead to lower levels of delivery of those services in the
future.
CHILDREN'S IMPACT STATEMENT:
ATTACHMENTS
2015 Annual Report--Draft
February 9, 2016 Official Minutes 28
2015 Annual
Report
A Message From Julie
In 2015 we continued efforts to better serve the residents of Contra
Costa County by increasing outreach, making improvements
to our facilities, and insuring that we are prepared for the El
Nino influenced winter. Looking forward, we are continuing
to work through our funding and regulatory challenges, and
optimistic that a State-wide stormwater funding measure on
the November 2016 ballot will move us into sustainable funding.
We continue to fulfill our mission: To provide flood protection
facilities, technical resources, information, and educational
services while protecting environmental resources and reducing
storm water pollutants for the residents of Contra Costa County.
Increasing Maintenance Backlog
>
Maintenance Facilities
Conditions Index
Our maintenance backlog is
increasing, thus the service level
performance of our facilities
continues to decline
Increasing Permit Requirements
>
Streamlining
Increasing permit requirements
requires us to reduce service
levels
Lack of Funding
>
Statewide Stormwater Funding
Initiative
Changes to our limited funding
are necessary to provide
sustainable programs
2015 Progress on Action Plan
We are making progress on our
action plan items
February 9, 2016 Official Minutes 29
Creek and Channel Safety Awareness
Program
Students at Walnut Creek
Intermediate School helped us with
a successful week-long Stay Out,
Stay Alive campaign, which received
positive media coverage.
Winter Preparedness - El Niño
Critical winter preparedness
information went out to County
residents via a new media and
community outreach campaign in
October.
Rainfall tools and flood forecasting
We created an interactive web
page to share our rain and stream
gauge information with the public,
including mobile devices.
Wildcat and San Pablo Creeks Levee
Remediation Project
The next phase of our Wildcat and
San Pablo Creeks Levee Remediation
Project to reduce flood risk in North
Richmond was completed.
Giving the Natives a Chance
Community Planting Day
Our third “Giving the Natives a
Chance” community planting day
was held in December, with over 40
volunteers.
Vegetation Management 3-yr Study
- IPM
We completed a 3-year study of
alternative vegetation management
practices to compare with traditional
herbicide use.
3 Creeks Project
In July, we launched a $2 million
habitat restoration and public access
project on Marsh Creek in Brentwood
with partner American Rivers.
Facility Conditions Assessment
Program
Our pilot facility assessment program
was concluded successfully, allowing
us to embark on the full five-year
program.
Lower Walnut Creek Restoration
Project
We made significant progress on
our Lower Walnut Creek Restoration
Project outreach phase, helping us
form a restoration vision.
Lower Walnut Creek Corps Levee
Safety - SWIF
We investigated and responded to
Corps of Engineers new levee safety
requirements for Grayson Creek,
Clayton Drain, and Walnut Creek.
FCD Public Opinion Survey
Our first ever public opinion survey
assessed awareness of the District
and services provided.
Creek and Watershed Symposium
The County’s 5th Quadrennial Creek
and Watershed Symposium was put
on by the District, resulting in over
300 attendees and lots of positive
interaction.
Summary of Accomplishments:
February 9, 2016 Official Minutes 30
RECOMMENDATION(S):
Accept the results of the decertification election of the LVN/Aide, General Services and Maintenance, and Health
Services Units from Public Employees Union, Local One and acknowledge formal recognition of the Teamsters,
Local 856, as the majority representative of the LVN/Aide Unit, General Services and Maintenance Unit, and Health
Services Unit, as recommended by the Employee Relations Officer.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
On October 2, 2015, a petition was filed by Teamsters, Local 856, to decertify Public Employees Union, Local One,
as the majority representative of the LVN/Aide Unit.
On October 8, 2015, a petition was filed by Teamsters, Local 856, to decertify Public Employees Union, Local One,
as the majority representative of the General Services & Maintenance Unit.
On October 19, 2015, a petition was filed by Teamsters, Local 856, to decertify Public Employees Union, Local One,
as the majority representative of the Health Services Unit .
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Lisa Driscoll, County Finance
Director (925) 335-1023
I hereby certify that this is a true and correct copy of an action taken and entered on the
minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Lisa Lopez, Assistant Director of Human Resources
D.4
To:Board of Supervisors
From:David Twa, County Administrator
Date:February 9, 2016
Contra
Costa
County
Subject:LVN/AIDE UNIT, GS&M UNIT, AND HEALTH SERVICES UNIT DECERTIFICATION ELECTION RESULTS
February 9, 2016 Official Minutes 31
BACKGROUND: (CONT'D)
>
Signatures were verified for all three (3) Units and the Labor Relations Unit requested State Mediation and
Conciliation Service (SMCS) to serve as a neutral party to conduct the election in accordance with Section
34-12.012(c) and 34-12.018 of the Employer-Employee Relations Resolution (EERR).
On February 4, 2016, a vote count was conducted by SMCS to determine which organization would represent the
LVN/Aide Unit, General Services and Maintenance Unit, and Health Services Unit. The following are the results
of the election:
Licensed
Vocational
Nurse/Aide Unit
General Services
&
Maintenance Unit
Health Services
Unit
PEU, Local One 13 55 77
Teamsters, Local 856 219 293 388
No Organization 0 3 9
Total Number of Valid
Ballots 232 351 474
Total Eligible Employees 323 499 693
SMCS certified the election results. More than fifty percent of eligible employees in the respective Units cast
ballots in the election and a majority of the votes cast selected Teamsters, Local 856 as the new majority
representative.
CONSEQUENCE OF NEGATIVE ACTION:
The Board of Supervisors is required to adopt the results of the decertification election by February 18, 2016 (14
days after the vote count). Should the Board of Supervisors fail to adopt the results, the County will be out of
compliance with its Employer-Employee Relations Resolution (See 34-12.12(f)).
ATTACHMENTS
Results of Decertification Election LVN/Attendant Aide Bargaining Unit
Results of Decertification Election General Services & Maintenance Bargaining Unit
Results of Decertification Election Health Services Unit
February 9, 2016 Official Minutes 32
February 9, 2016 Official Minutes 33
February 9, 2016 Official Minutes 34
February 9, 2016 Official Minutes 35
February 9, 2016 Official Minutes 36
February 9, 2016 Official Minutes 37
February 9, 2016 Official Minutes 38
February 9, 2016 Official Minutes 39
February 9, 2016 Official Minutes 40
February 9, 2016 Official Minutes 41
RECOMMENDATION(S):
ADOPT Resolution No. 2016/80 approving the Memorandum of Understanding (MOU) between Contra Costa
County and the Contra Costa County Defenders Association implementing negotiated wage agreements and other
economic terms and conditions of employment, for the period of July 1, 2015 through June 30, 2018.
FISCAL IMPACT:
The estimated cost of the negotiated contract is $461,000 for FY 2015/16 ($395,000 from the partial year 5% wage
increase ($99,000 of this is pension cost), $53,000 for healthcare, and $13,000 for deferred compensation); $1.2
million for FY 2016/17 ($546,000 from the previous 5% wage increase ($136,000 of this is pension cost), $491,000
from the second increase of 4.5% ($121,000 of this is pension cost), $121,000 for healthcare, and $19,000 for
deferred compensation); and $1.7 million for FY 2017/18 ($1.0 million for the previous wage increases, $491,000
for the third increase of 4.5%, $138,000 for healthcare, and $19,000 from deferred compensation). The estimated cost
of the three year contract is $3.3 million.
BACKGROUND:
The Contra Costa County Defenders Association began bargaining with Contra Costa County on or about May 8,
2015. A Tentative Agreement was reached between the County and the Costa County Defenders Association, which
was ratified on January 28, 2016. The resulting Memorandum of Understanding is attached.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Lisa Driscoll, County Finance
Director (925) 335-1023
I hereby certify that this is a true and correct copy of an action taken and entered on the
minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Robert Campbell, County Auditor-Controller, Harjit S. Nahal, Assistant County Auditor, Lisa Lopez, Assistant Director of Human Resources, Ann
Elliott, Employee Benefits Manager, Robin Lipetzky, Public Defender
D.5
To:Board of Supervisors
From:David Twa, County Administrator
Date:February 9, 2016
Contra
Costa
County
Subject:Memorandum of Understanding with the Contra Costa County Defenders Association
February 9, 2016 Official Minutes 42
BACKGROUND: (CONT'D)
>
In summary, the significant changes are:
Duration of Agreement – Section 38.4
The term of the agreement is from July 1, 2015, through June 30, 2018.
General Wages – Section 5.1
Effective October 1, 2015, the base pay for the classifications of Deputy Public Defender 1, II, III, IV
will be increased by 5%. The classifications of Deputy Public Defender 1, II, III, IV began receiving
the wage increase effective October 1, 2015 in compliance with a parity provision that links wages for
these classes with those of the Deputy District Attorneys.
Effective January 1, 2016, the base pay for the classifications of Deputy Public Defender-Special
Assignment-Exempt, Public Defender Investigative Aide, Public Defender Investigator I, Public
Defender Investigator II, and Senior Public Defender Investigative Aide will be increased by 5%
Effective July 1, 2016, the salary of all classification represented by DDAA will be increased by 4.5%
Effective July 1, 2017, the salary of all classification represented by DDAA will be increased by 4.5%
Definitions
Provide clarification that pays and benefits are not applicable to permanent intermittent and
temporary employees unless otherwise indicated in the MOU.
Withdrawal of Membership - Section 2.5
Removes the designated year of '2011' making the section effective every year.
Overtime and Compensatory Time Off - Section 7
Provides that payment of overtime and compensatory time off is for authorized work performed in
excess of forty hours per week; or in excess of eight hours per day.
Work performed does not include non-worked hours.
Employees must annually elect to accrue compensatory time off in lieu of overtime pay.
Call Back Time - Section 8
Eligible employees will be paid one and one-half times his/her base rate of pay for the actual Call
Back Time worked plus one hour with a two hour minimum.
Days and Hours of Work/Holidays – Section 9
Eliminate "different work schedules" from definitions.
Duration of Layoff & Reemployment Rights – Section 9.2.H
Reduces the number of years granted for reemployment privileges from four to two years.
Vacation Leave and Paid Personal Leave – Section 11
Vacation credits may be taken in one minute increments, reduced from one tenth hour.
Sick Leave - Section 12
Sick leave may be taken in one minute increments, reduced from one tenth hour.
Health, Life and Dental Care – Section 16
Inclusion of High Deductible Health Provider and Plan selected by the County.
Limit access to CCHP Plan B, Kaiser Permanente Plan A, Health Net HMO Plan A, and Health Net
PPO to employees hired before January 1, 2016. These plans are to be eliminated for all employees
beginning January 1, 2018.
The County will make available to employees represented by the Association any new medical or
dental plans selected by the County to replace current plans not renewed. Notice will be provided
regarding the effective date of any new medical or dental plans.
The County will adjust its monthly premium subsidies to cover all increases for the 2016 plan year.
Beginning January 1, 2017, any future increases in monthly premiums or plan premium penalties
imposed by the medical plan, are to be shared evenly by the County and the Association.
Beginning with the 2017 plan year, all employees will be in a 3-tier plan/rate structure.
Provide employees eligible to receive an offer of coverage from the County under the Affordable
Care Act, with access to the County's lowest cost, single individual health insurance plan as
determined by the County at the full premium amount.
Retirement – Section 23.2.C
The Association is to support legislation amending the County Employees Retirement Law of 1937
February 9, 2016 Official Minutes 43
to clarify that the current Tier III disability provisions apply to employees who under PEPRA,
become new members of CCCERA.
Training and Professional Expense Reimbursement – Section 24.1 -24.3
The County will issue payment for California State Bar Dues and criminal specialization fees directly
to the State Bar rather than as a reimbursement on an individual attorney basis.
Incorporate prior side letter that provided specified attorneys are eligible for a law school loan
reimbursement program.
Computer Vision Care – Section 25
Replace references to “Video Display Terminal (VDT)” with “Computer Vision Care (CVC).”
Increase the dollar value of CVC basic eye wear (single, bifocal, or trifocal frame) from ten dollars
($10) to fifty dollars ($50).
Pay Warrant Errors - Section 27
A repayment schedule will be no longer than three (3) times the length of time the overpayment
occurred.
Deputy Public Defender Special Assignment-Exempt & Temporary Employees - Section 35
Limits Deputy Public Defender Special Assignment-Exempt and temporary employees' benefits to
those set forth in these sections.
Provides for medical plan subsidies for specified employees achieving twelve consecutive months of
County employment in the classification of Deputy Public Defender Special Assignment-Exempt.
Scope of Agreement – Section 38.1
The County and the Association agree that any past side letters or any other agreements not already
incorporated into or attached to the MOU are deemed no longer effective.
Deferred Compensation Incentive – Section 41.2
Increase the County’s deferred compensation monthly contribution from sixty dollars ($60) to
eighty-five dollars ($85).
Incorporate prior side letter that established a Deferred Compensation Plan Loan Program on June 26,
2012.
CONSEQUENCE OF NEGATIVE ACTION:
County employees would continue to work without a contract.
AGENDA ATTACHMENTS
MOU Public Defenders
Resolution No. 2016/80
MINUTES ATTACHMENTS
Signed Resolution 2016/80
February 9, 2016 Official Minutes 44
MEMORANDUM OF UNDERSTANDING
BETWEEN
CONTRA COSTA COUNTY
AND
CONTRA COSTA COUNTY
DEFENDERS’ ASSOCIATION
JULY 1, 2015 – JUNE 30, 2018
February 9, 2016 Official Minutes 45
CONTRA COSTA COUNTY
DEFENDERS’ ASSOCIATION
TABLE OF CONTENTS
SECTION 1 ASSOCIATION RECOGNITION ................................................ 4
SECTION 2 ASSOCIATION SECURITY
2.1 Dues Deduction .......................................................................... 4
2.2 Agency Shop .............................................................................. 4
2.3 Dues Form ................................................................................. 6
2.4 Maintenance of Membership ...................................................... 7
2.5 Withdrawal of Membership ......................................................... 7
2.6 Communicating With Employees ............................................... 7
2.7 Use of County Buildings ............................................................. 7
2.8 Advance Notice .......................................................................... 7
2.9 Written Statement for New Employees ...................................... 8
2.10 Assignment of Classes To Bargaining Units .............................. 8
SECTION 3 NO DISCRIMINATION/AMERICANS
WITH DISABILITIES ACT (ADA) .............................................. 8
SECTION 4 ASSOCIATION REPRESENTATIVES
4.1 Attendance at Meetings.............................................................. 9
4.2 Association-Sponsored Training Programs .............................. 10
SECTION 5 SALARIES
5.1 General Wages ........................................................................ 10
5.2 Entrance Salary ........................................................................ 11
5.3 Anniversary Dates .................................................................... 11
5.4 Increments Within Range ......................................................... 12
5.5 Part-Time Compensation ......................................................... 12
5.6 Compensation for Portion of Month .......................................... 12
5.7 Position Reclassification........................................................... 12
5.8 Salary Reallocation & Salary on Reallocation .......................... 13
5.9 Salary on Promotion ................................................................. 14
5.10 Salary on Involuntary Demotion ............................................... 14
5.11 Salary on Voluntary Demotion .................................................. 14
5.12 Pay for Work in Higher Classification ....................................... 14
5.13 Payment ................................................................................... 15
5.14 Discretionary Steps .................................................................. 16
5.15 Parallel Deputy Public Defender Compensation Adjustments .. 17
SECTION 6 DAYS AND HOURS OF WORK
6.1 Definitions ................................................................................ 17
6.2 Timestamp ............................................................................... 17
6.3 Accrual Usage .......................................................................... 18
6.4 Automated Time Keeping ......................................................... 18
February 9, 2016 Official Minutes 46
SECTION 7 OVERTIME AND COMPENSATORY TIME OFF
7.1 Application of Overtime and
Compensatory Time Off ........................................................... 18
7.2 Overtime ................................................................................... 18
7.3 Compensatory Time ................................................................. 19
7.4 Straight Time Pay and Straight Time Compensatory Time ...... 20
SECTION 8 CALL BACK TIME ................................................................... 21
SECTION 9 WORKFORCE REDUCTION/LAYOFF/REASSIGNMENT
9.1 Workforce Reduction ................................................................ 21
9.2 Separation Through Layoff ....................................................... 22
9.3 Notice ....................................................................................... 25
9.4 Special Employment Lists ........................................................ 25
9.5 Reassignment of Laid Off Employees ...................................... 26
SECTION 10 HOLIDAYS
10.1 Holidays Observed ................................................................... 26
10.2 Holiday is Not Worked and
Falls on Scheduled Work Day .................................................. 27
10.3 Holiday is WORKED and Holiday
Falls on Regularly Scheduled Work Day .................................. 27
10.4 Permanent Intermittent Employees – Holiday is Worked ......... 28
SECTION 11 VACATION LEAVE AND PAID PERSONAL LEAVE
11.1 Vacation Allowance .................................................................. 28
11.2 Vacation Leave on Reemployment From a Layoff List ............. 28
11.3 Accrual Rates –Deputy Public Defenders ................................ 28
11.4 Vacation Accrual Rates – Investigator and Investigator Aide ... 29
11.5 Service Award Date Defined .................................................... 29
11.6 Accrual During Leave Without Pay ........................................... 30
11.7 Vacation Buy-Back ................................................................... 30
11.8 Vacation Allowance for Separated Employees ......................... 31
11.9 Vacation Preference ................................................................. 31
11.10 Annual Administrative Leave (Deputy Public Defenders) ......... 31
SECTION 12 SICK LEAVE
12.1 Purpose of Sick Leave ............................................................. 31
12.2 Credits to and Charges Against Sick Leave ............................. 31
12.3 Policies Governing the Use of Paid Sick Leave ....................... 32
12.4 Administration of Sick Leave .................................................... 34
12.5 Disability ................................................................................... 36
12.6 Workers’ Compensation ........................................................... 38
12.7 Long-Term Disability Insurance ................................................ 41
12.8 State Disability Insurance (SDI) ............................................... 41
12.9 Accrual During Leave Without Pay ........................................... 42
SECTION 13 CATASTROPHIC LEAVE BANK
13.1 Program Design ....................................................................... 43
13.2 Operation ................................................................................. 43
February 9, 2016 Official Minutes 47
SECTION 14 LEAVE OF ABSENCE
14.1 Leave Without Pay ................................................................... 44
14.2 General Administration – Leaves of Absences ......................... 44
14.3 Furlough Days Without Pay (Voluntary Time Off or “V.T.O.”) ... 45
14.4 Military Leave ........................................................................... 46
14.5 Family Care and Medical Leave (FMLA/CFRA) ....................... 46
14.6 Pregnancy Disability Leave/How Leave Is Counted ................. 46
14.7 Group Health Plan Coverage ................................................... 46
14.8 Leave Without Pay –Use of Accruals ....................................... 47
14.9 Leave of Absence Replacement and Reinstatement ............... 48
14.10 Reinstatement from Family Care/Medical Leave ...................... 48
14.11 Salary Review While on Leave of Absence .............................. 48
14.12 Unauthorized Absence ............................................................. 48
SECTION 15 JURY DUTY AND WITNESS DUTY
15.1 Jury Duty .................................................................................. 48
15.2 Witness Duty ............................................................................ 49
SECTION 16 HEALTH, LIFE & DENTAL CARE
16.1 Health Plan Coverage .............................................................. 50
16.2 Monthly Premium Subsidy ........................................................ 50
16.3 Retirement Coverage ............................................................... 51
16.4 Health Plan Coverages and Provisions .................................... 54
16.5 Family Member Eligibility Criteria ............................................. 54
16.6 Dual Coverage ......................................................................... 55
16.7 Medical Plan Cost-Sharing On and After January 1, 2016 ....... 56
16.8 Life Insurance Benefits ............................................................. 57
16.9 Supplemental Life Insurance .................................................... 57
16.10 Health Care Spending Account ................................................ 58
16.11 PERS Long-Term Care ............................................................ 58
16.12 Dependent Care Assistance Program ...................................... 58
16.13 Premium Conversion Plan ........................................................ 58
16.14 Prevailing Section .................................................................... 58
16.15 Rate Information ....................................................................... 58
16.16 Partial Month ............................................................................ 58
16.17 Coverage During Absences ..................................................... 59
16.18 Child Care ................................................................................ 59
16.19 Health Benefit Coverage for
Employees Not Otherwise Covered ......................................... 59
SECTION 17 PROBATIONARY PERIOD
17.1 Duration .................................................................................... 59
17.2 Revised Probationary Period .................................................... 59
17.3 Criteria ...................................................................................... 60
17.4 Rejection During Probation/Appeal .......................................... 60
17.5 Regular Appointment ............................................................... 60
17.6 Layoff During Probation............................................................ 61
17.7 Rejection During Probation of Layoff Employee ....................... 61
February 9, 2016 Official Minutes 48
SECTION 18 PROMOTION
18.1 Competitive Exam .................................................................... 61
18.2 Promotion Policy ...................................................................... 62
18.3 Open Exam .............................................................................. 62
18.4 Promotion via Reclassification Without Examination ................ 62
18.5 Requirements for Promotional Standing................................... 62
18.6 Seniority Credits ....................................................................... 62
18.7 Release Time for Physical Examination ................................... 63
18.8 Release Time for Examinations ............................................... 63
SECTION 19 RESIGNATIONS
19.1 Resignation Procedure ............................................................. 63
19.2 Resignation in Good Standing .................................................. 63
19.3 Constructive Resignation ......................................................... 63
19.4 Effective Resignation................................................................ 63
19.5 Revocation ............................................................................... 64
19.6 Coerced Resignations .............................................................. 64
SECTION 20 DISMISSAL, SUSPENSION, TEMPORARY REDUCTION
IN PAY, AND DEMOTION
20.1 Sufficient Cause for Action ....................................................... 64
20.2 Skelly Requirements ................................................................ 65
20.3 Employee Response ................................................................ 66
20.4 Leave Pending Employee Response ....................................... 66
20.5 Length of Suspension .............................................................. 66
20.6 Procedure on Dismissal, Suspension, Temporary Reduction
In Pay, or Demotion ................................................................. 66
20.7 Employee Representation Rights ............................................. 67
SECTION 21 GRIEVANCE PROCEDURE
21.1 Definition and Procedural Steps ............................................... 67
21.2 Filing By The Association At Step 3 ......................................... 69
21.3 Time Limits ............................................................................... 69
21.4 Strike/Work Stoppage .............................................................. 69
SECTION 22 BILINGUAL PAY ..................................................................... 69
SECTION 23 RETIREMENT CONTRIBUTION
23.1 Contribution .............................................................................. 69
23.2 Retirement Benefits – EmployeesWho Become Members
of CCCERA After December 31, 2012 ..................................... 70
SECTION 24 TRAINING AND PROFESSIONAL EXPENSE REIMBURSEMENT
24.1 Deputy Public Defender Professional Expenses ...................... 70
24.2 Public Defender Investigator Professional Expenses ............... 71
24.3 Deputy Public Defender Law School Student
Loan Reimbursement Program ............................................... 71
February 9, 2016 Official Minutes 49
SECTION 25 COMPUTER VISION CARE (CVC)
USERS EYE EXAMINATION ................................................... 73
SECTION 26 VEHICLE COSTS
26.1 Reimbursement for Use of Personal Vehicle ............................ 73
26.2 Charge for Use of Home Garaged County Vehicle .................. 73
26.3 Investigator Use of County Cars .............................................. 73
SECTION 27 PAY WARRANT ERRORS ...................................................... 73
SECTION 28 FLEXIBLE STAFFING ............................................................. 74
SECTION 29 PERSONNEL FILES ................................................................ 74
SECTION 30 SERVICE AWARDS ................................................................ 76
SECTION 31 REIMBURSEMENT FOR
MEAL EXPENSE ..................................................................... 76
SECTION 32 COMPENSATION FOR LOSS OR DAMAGE
TO PERSONAL PROPERTY ................................................... 77
SECTION 33 UNFAIR LABOR PRACTICE ................................................... 77
SECTION 34 PERMANENT PART-TIME EMPLOYEES
34.1 Benefits .................................................................................... 78
34.2 Hours........................................................................................ 78
SECTION 35 DEPUTY PUBLIC DEFENDER SPECIAL
ASSIGNMENT-EXEMPT & TEMPORARY EMPLOYEES
35.1 Deputy Public Defender Special
Assignment-Exempt (25W2) Employees .................................. 78
35.2 Temporary Employee Leave Benefits ...................................... 79
35.3 Temporary Employee Step Placement ..................................... 80
35.4 Deputy Public Defender Special Assignment-Exempt &
Temporary Employee Grievances ............................................ 81
35.5 Union Dues .............................................................................. 81
SECTION 36 LUNCH PERIOD AND REST BREAKS................................... 82
SECTION 37 ADOPTION .............................................................................. 82
SECTION 38 SCOPE OF AGREEMENT AND
SEVERABILITY OF PROVISIONS
38.1 Scope of Agreement ................................................................ 82
38.2 Severability of Provisions ......................................................... 82
38.3 Personnel Management Regulations ....................................... 82
38.4 Duration of Agreement ............................................................. 83
February 9, 2016 Official Minutes 50
SECTION 39 FAIR LABOR STANDARDS ACT PROVISIONS .................... 83
SECTION 40 SAFETY IN THE WORKPLACE .............................................. 83
SECTION 41 MISCELLANEOUS PROVISIONS
41.1 Professional Advisory Committee ............................................ 83
41.2 Deferred Compensation ........................................................... 84
ATTACHMENTS
February 9, 2016 Official Minutes 51
MEMORANDUM OF UNDERSTANDING
BETWEEN
CONTRA COSTA COUNTY
AND
CONTRA COSTA COUNTY DEFENDERS’ ASSOCIATION
This Memorandum of Understanding (MOU) is entered into pursuant to the authority
contained in Division 34 of Board of Supervisors’ Resolution 81/1165 and has been
jointly prepared by the parties. The Chief of Labor Relations (County Administrator) is
the representative of Contra Costa County in employer-employee relations matters as
provided in Board of Supervisors Resolution 81/1165.
The parties have met and conferred in good faith regarding wages, hours and other
terms and conditions of employment for the employees in units in which the Association
is the recognized representative, have freely exchanged information, opinions and
proposals and have endeavored to reach agreement on all matters relating to the
employment conditions and employer-employee relations covering such employees.
This MOU shall be presented to the Contra Costa County Board of Supervisors, as the
governing board of Contra Costa County, as the joint recommendations of the
undersigned for salary and employee benefit adjustments for the term set forth herein.
February 9, 2016 Official Minutes 52
DEFINITIONS
A. Appointing Authority: Department Head unless otherwise provided by statute
or ordinance.
B. Association: The Contra Costa County Defenders Association.
C. Class: A group of positions sufficiently similar with respect to the duties and
responsibilities that similar selection procedures and qualifications may apply
and that the same descriptive title may be used to designate each position
allocated to the group.
D. Class Title: The designation given to a class, to each position allocated to the
class, and to the employees allocated to the class.
E. County: Contra Costa County.
F. Demotion: The change of a permanent employee to another position in a class
allocated to a salary range for which the top step is lower than the top step of the
class which the employee formerly occupied except as provided for under
Transfer or as otherwise provided for in this MOU, in the Personnel Management
Regulations, or in specific resolutions governing deep classes.
G. Director of Human Resources: The person designated by the County
Administrator to serve as the Assistant County Administrator-Director of Human
Resources.
H. Eligible: Any person whose name is on an employment or reemployment or
layoff list for a given class.
I. Employee: A person who is an incumbent of a position or who is on leave of
absence in accordance with provisions of this MOU and whose position is held
pending his return.
J. Employment List: A list of persons who have been found qualified for
employment in a specific class.
K. Layoff List: A list of persons who have occupied positions allocated to a class
in the Merit System and who have been involuntarily separated by layoff or
displacement or demoted by displacement, or have voluntarily demoted in lieu of
layoff or displacement, or have transferred in lieu of layoff or displacement.
L. Permanent-Intermittent Position: Any position that requires the services of an
incumbent for an indefinite period of time, but on an intermittent basis, as
needed, paid on an hourly basis. Notwithstanding any other provision of this
MOU, permanent-intermittent employees are entitled to an hourly wage and
FLSA overtime, when applicable, but no other pays or employment benefits,
February 9, 2016 Official Minutes 53
unless this MOU specifically references “Permanent Intermittent” employees for
a pay or benefit.
M. Permanent Part-Time Position: Any position which will require the services of
an incumbent for an indefinite period, but on a regularly scheduled less than full-
time basis.
N. Permanent Position: Any position which has required, or which will require the
services of an incumbent without interruption, for an indefinite period.
O. Promotion: The change of a permanent employee to another position in a class
allocated to a salary range for which the top step is higher than the top step of
the class which the employee formerly occupied, except as provided for under
Transfer or as otherwise provided for in this MOU, in the Personnel Management
Regulations, or in specific resolutions governing deep classes.
P. Position: The assigned duties and responsibilities calling for the regular full-
time, part-time or intermittent employment of a person.
Q. Reallocation: The act of reassigning an individual position from one class to
another class at the same range of the salary schedule or to a class which is
allocated to another range that is within five percent (5%) of the top step, except
as otherwise provided for in the Personnel Management Regulations, deep class
resolutions or other ordinances.
R. Reclassification: The act of changing the allocation of a position by raising it to
a higher class or reducing it to a lower class on the basis of significant changes
in the kind, difficulty or responsibility of duties performed in such position.
S. Reemployment List: A list of persons who have occupied positions allocated to
any class in the merit system and who have voluntarily separated and are
qualified for consideration for reappointment under the Personnel Management
Regulations governing reemployment.
T. Resignation: The voluntary termination of permanent employment with the
County.
U. Temporary Employment: Any employment in the Merit System that requires
the services of an incumbent for a limited period of time, paid on an hourly basis,
not in an allocated position and not in permanent status. Notwithstanding any
other provision of this MOU, temporary employees are entitled to an hourly wage
and FLSA overtime, when applicable, but no other pays or employment benefits,
unless this MOU specifically references “Temporary” employees for a pay or
benefit.
February 9, 2016 Official Minutes 54
V. Transfer: The change of an employee who has permanent status in a position to
another position in the same class in a different department, or to another
position in a class which is allocated to a range on the salary plan that is within
five percent (5%) at top step as the class previously occupied by the employee.
SECTION 1 - ASSOCIATION RECOGNITION
The Association is the formally recognized employee organization for the Public
Defenders Representation Unit certified pursuant to Board of Supervisors’ Resolution
81/1165.
SECTION 2 - ASSOCIATION SECURITY
2.1 Dues Deduction. Pursuant to Board of Supervisors’ Resolution 81/1165,
only a majority representative may have dues deduction and as such the Association
has the exclusive privilege of dues deduction or agency fee deduction for all employees
in its units.
2.2 Agency Shop.
A. The Association agrees that it has a duty to provide fair and non-
discriminatory representation to all employees in all classes in the units for
which this section is applicable regardless of whether they are members
of the Association.
B. All employees employed in a representation unit on or after the effective
date of this MOU and continuing until the termination of the MOU, shall as
a condition of employment either:
1. Become and remain a member of the Association and pay initiation
fees, full dues and assessments or;
2. Pay to the Association, an agency shop fee in an amount which
does not exceed an amount which may be lawfully collected under
applicable constitutional, statutory, and case law, which under no
circumstances shall exceed the monthly dues, initiation fees and
general assessments made during the duration of this MOU. It
shall be the sole responsibility of the Association to determine an
agency shop fee which meets the above criteria; or
3. A person who objects to paying dues and assessments to the
Association on religious grounds shall do both of the following:
a. Execute a written declaration that the employee is a member
of a bona fide religion, body or sect which has historically held
a conscientious objection to joining or financially supporting
February 9, 2016 Official Minutes 55
any public employee organization as a condition of
employment; and
b. Shall pay a sum equal to the full fees described in subsection
2.2 (Agency Shop) paragraph B sub-paragraph 1 above to a
non-religious, non-labor, charitable fund chosen by the
employee from the following charities: Family and Children's
Trust Fund, Child Abuse Prevention Council, or Battered
Women's Alternative.
C. The Association shall provide the County with a copy of the Association's
Hudson Notice for the determination and protest of its agency shop fees.
The Association shall provide a copy of said Hudson Notice to every fee
payer covered by this MOU within one month from the date it is approved
and annually thereafter, and as a condition to any change in the agency
shop fee. Failure by an employee to invoke the Association's Hudson
Notice procedure within one month after actual receipt of the Hudson
Notice shall be a waiver by the employee of his or her right to contest the
amount of the agency shop fee.
D. The provisions of subsection 2.2 (Agency Shop) paragraph B sub-
paragraph 2 shall not apply during periods that an employee is separated
from the representation unit but shall be reinstated upon the return of the
employee to the representation unit. The term separation includes
transfer out of the unit, layoff, and leave of absence with duration of more
than thirty (30) days.
E. Annually, the Association shall provide the Director of Human Resources
with copies of the financial report required under MMBA section 3502.5(f).
Such report shall be available to employees in the unit. Failure to file
such a report within sixty (60) days after the end of its fiscal year shall
result in the termination of all agency shop fee deductions without
jeopardy to any employee, until said report is filed, and upon mutual
agreement, this time limit may be extended to one hundred twenty (120)
days.
F. Compliance.
1. An employee employed in or hired into a job class represented by
the Association shall be provided with an Employee Authorization
for Payroll Deduction card by the Human Resources Department.
2. If the form authorizing payroll deduction is not returned within thirty
(30) calendar days after notice of this agency shop fee provision
and the Association dues, agency shop fee, initiation fee or
charitable contribution required under subsection 2.2 (Agency
Shop) paragraph B subparagraph 3 are not received, the
Association may, in writing, direct that the County withhold the
agency shop fee and the initiation fee from the employee's salary,
February 9, 2016 Official Minutes 56
in which case the employee's monthly salary shall be reduced by
an amount equal to the agency shop fee and the County shall pay
an equal amount to the Association.
G. The Association shall indemnify, defend, and save the County harmless
against any and all claims, demands, suits, orders, or judgments, or other
forms of liability that arise out of or by reason of this Association security
section, or action taken or not taken by the County under this Section.
This includes, but is not limited to, the County's attorneys' fees and costs.
The provisions of this subsection shall not be subject to the grievance
procedure following the adoption of this MOU by the County Board of
Supervisors.
H. The County Human Resources Department shall monthly furnish a list of
all new hires to the Association.
I. If employees in a bargaining unit represented by the Association vote to
rescind agency shop, the provisions of Subsections 2.4 (Maintenance of
Membership) and 2.5 (Withdrawal of Membership) shall apply to dues-
paying members of the Association.
2.3 Dues Form. Employees in classifications represented by the Association
shall, as a condition of employment, complete an Association dues authorization card
provided by the Association and shall have deducted from their paychecks the
membership dues of the Association. Said employees shall have thirty (30) days from
the date of hire to decide if he/she does not want to become a member of the
Association. Such decision not to become a member of the Association must be made
in writing to the Auditor-Controller with a copy to the Labor Relations Service Unit within
said thirty (30) day period. If the employee decides not to become a member of the
Association, any Association dues previously deducted from the employee's paycheck
shall be returned to the employee and said amount shall be deducted from the next
dues deduction check sent to the Association. If the employee does not notify the
County in writing of the decision not to become a member within the thirty (30) day
period, he/she shall be deemed to have voluntarily agreed to pay the dues of the
Association.
Each such dues authorization form referenced above shall include a statement that the
Association and the County have entered into a MOU, that the employee is required to
authorize payroll deductions of Association dues as a condition of employment, and
that such authorization may be revoked within the first thirty (30) days of employment
upon proper written notice by the employee within said thirty (30) day period as set forth
above. Each such employee shall, upon completion of the authorization form, receive a
copy of said authorization form which shall be deemed proper notice of his/her right to
revoke said authorization.
February 9, 2016 Official Minutes 57
2.4 Maintenance of Membership. All employees in units represented by the
Association who are currently paying dues to the Association and all employees in such
units who hereafter become members of the Association shall as a condition of
continued employment pay dues to the Association for the duration of this MOU and
each year thereafter so long as the Association continues to represent the position to
which the employee is assigned, unless the employee has exercised the option to
cease paying dues in accordance with subsection 2.5 (Withdrawal of Membership).
2.5 Withdrawal of Membership. By notifying the Auditor-Controller's
Department in writing, between April 1 and April 30, any employee may withdraw from
Association membership and discontinue paying dues as of the payroll period
commencing June 1, discontinuance of dues payments to then be reflected in the July
10 paycheck. Immediately upon close of the above mentioned thirty (30) day period the
Auditor-Controller shall submit to the Association a list of the employees who have
rescinded their authorization for dues deduction. This can only be accomplished if and
when agency shop would be rescinded.
2.6 Communicating With Employees. Representatives of the Association,
not on County time, shall be permitted to place employee literature at designated
locations in County buildings if arranged through the Department Head or designated
representative.
2.7 Use of County Buildings. The Association shall be allowed the use of
areas normally used for meeting purposes for meetings of County employees during
non-work hours when:
A. Such space is available.
B. There is no additional material cost to the County.
C. It does not interfere with normal County operations.
D. Employees in attendance are not on duty and are not scheduled for duty.
E. The meetings are on matters within the scope of representation. The
administrative official responsible for the space shall establish and
maintain scheduling of such uses. The Association shall maintain proper
order at the meeting, and see that the space is left in a clean and orderly
condition. The use of County equipment (other than items normally used
in the conduct of business meetings, such as desks, chairs, ashtrays, and
blackboards) is strictly prohibited, even though it may be present in the
meeting area.
2.8 Advance Notice. The Association shall, except in cases of emergency,
have the right to reasonable notice of any ordinance, rule, resolution or regulation
directly relating to matters within the scope of representation proposed to be adopted
by the Board, or boards and commissions appointed by the Board, and to meet with the
body considering the matter. The listing of an item on a public agenda, or the mailing of
a copy of a proposal at least seventy-two (72) hours before the item will be heard, or
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the delivery of a copy of the proposal at least twenty-four (24) hours before the item will
be heard, shall constitute notice. In cases of emergency when the Board, or boards
and commissions appointed by the Board, determines it must act immediately without
such notice or meeting, it shall give notice and opportunity to meet as soon as practical
after its action.
2.9 Written Statement for New Employees. The County will provide a
written statement to each new employee hired into a classification in any of the
bargaining units represented by the Association, that the employee's classification is
represented by the Association and the name of a representative of the Association.
The County will provide the employee with a packet of information which has been
supplied by the Association and approved by the County. The County shall provide an
opportunity for the Association to make a fifteen (15) minute presentation at the end of
the Human Resources Department’s new employee orientation meetings.
2.10 Assignment of Classes to Bargaining Units. The County shall assign
new classes in accordance with the following procedure:
A. Initial Determination. When a new class title is established, the Chief of
Labor Relations shall review the composition of existing representation
units to determine the appropriateness of including some or all of the
employees in the new class in one or more existing representation units,
and within a reasonable period of time shall notify all recognized
employee organizations of his/her determination.
B. Final Determination. His/her determination is final unless within ten (10)
days after notification a recognized employee organization requests in
writing to meet and confer thereon.
C. Meet and Confer and Other Steps. He/she shall meet and confer with
such requesting organizations (and with other recognized employee
organizations where appropriate) to seek agreement on this matter within
sixty (60) days after the ten (10) day period in subsection 2.1 (Assignment
of Classes To Bargaining Units) paragraph B, unless otherwise mutually
agreed. Thereafter, the procedures in cases of disagreement, arbitration
referral and expenses, and criteria for determination shall conform to
Board of Supervisor's Resolution 81/1165.
SECTION 3 - NO DISCRIMINATION/AMERICANS WITH DISABILITIES ACT (ADA)
To the extent prohibited by applicable law the County shall not discriminate against an
employee because of sex, race, creed, color, national origin, sexual orientation, age,
disability or Association activities.
The County and the Association recognize that the Employer has an obligation to
reasonably accommodate a qualified employee with a disability. If the County
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contemplates a reasonable accommodation to comply with the Americans with
Disabilities Act (ADA) or the California Fair Employment and Housing Act (FEHA) and
such accommodation would conflict with any provision of this Agreement, the County
will notify the Association of the proposed accommodation. Upon request within ten
(10) days following such notice, the Association may request that the County meet and
confer with the Association on the impact of such accommodation. The Parties will
meet within seven (7) days following the County’s receipt of such notice to meet and
confer.
If the County and the Association do not reach agreement, the County may implement
the accommodation if required by law without further negotiations. Nothing in this MOU
shall preclude the County from taking actions necessary to comply with the
requirements of the ADA or FEHA.
SECTION 4 - ASSOCIATION REPRESENTATIVES
4.1 Attendance at Meetings. Employees designated as Association
representatives shall be allowed to attend meetings held by County agencies during
regular working hours on County time as follows:
A. If their attendance is required by the County at a specific meeting, including
meetings of the Board of Supervisors.
B. If their attendance is sought by a hearing body or presentation of testimony or
other reasons.
D. If their attendance is required for meetings scheduled at reasonable times
agreeable to all parties, required for settlement of grievances filed pursuant to
Section 21 (Grievance Procedure) of this MOU.
E. If they are designated as an Association representative, in which case they may
utilize a reasonable time at each level of the proceedings to assist an employee
to present a grievance provided the meetings are scheduled at reasonable times
agreeable to all parties.
F. If they are designated as spokesperson or representative of the Association and
as such make representations or presentations at meetings or hearings on
wages, salaries and working conditions; provided in each case advance
arrangements for time away from the employee's work station or assignment are
made with the appropriate department head, and the County agency calling the
meeting is responsible for determining that the attendance of the particular
employee(s) is required, including meetings of the Board of Supervisors and
Retirement Board where items which are within the scope of representation and
involving the Association are to be discussed.
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G. Association representatives shall advise, as far in advance as possible, their
immediate supervisor, or his/her designee, of their intent to engage in
Association business. All arrangements for release time shall include the
location, the estimated time needed and the general nature of the Association
business involved (e.g. grievance meeting, Skelly hearing).
H. Official representatives of the Association shall be allowed time off on County
time for meetings during regular working hours when formally meeting and
conferring in good faith or consulting with the Chief of Labor Relations or
designee or other management representatives on matters within the scope of
representation, provided that the number of such representatives shall not
exceed two (2) without prior approval of the Labor Relations Officer, and that
advance arrangements for the time away from the work station or assignment
are made with the appropriate Department Head.
4.2 Association-Sponsored Training Programs. The County shall provide
a maximum of twenty-four (24) hours per year of release time for Association
designated representatives to attend Association-sponsored training programs.
Requests for release time shall be provided in writing to the Department and the County
Human Resources Department at least fifteen (15) days in advance of the time
requested. Department Heads will reasonably consider each request and notify the
affected employee whether such request is approved within one (1) week of receipt.
SECTION 5 - SALARIES
5.1 General Wages.
1.Effective October 1, 2015, the base rate of pay for the classifications of
Deputy Public Defender I, II, III, IV will be increased by five percent (5%).
2.Effective January 1, 2016, the base rate of pay for the classifications of
Deputy Public Defender-Special Assignment-Exempt, Public Defender
Investigative Aide, Public Defender Investigator I, Public Defender
Investigator II, and Senior Public Defender Investigative Aide will be
increased by five percent (5%).
3.Effective July 1, 2016, the base rate of pay for all classifications
represented by the CCCDA will be increased by four and one-half percent
(4.5%).
4.Effective July 1, 2017, the base rate of pay for all classifications above
represented by the CCCDA will be increased by four and one-half percent
(4.5%).
Longevity Pay. Permanent, full-time and permanent part-time employees at ten (10)
years of County service shall receive a two and one-half percent (2.5%) longevity
pay differential. Permanent, full-time employees at fifteen (15) years of
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County service shall receive an additional two and one-half percent (2.5%)
longevity pay differential. Permanent, full-time and permanent part-time
employees who have completed twenty (20) years of Contra Costa County
service will receive a two percent (2%) longevity differential effective on the first
day of the month following the month in which the employee qualifies for the
twenty (20) year service award. For those employees who completed twenty (20)
years of service on or before November 1, 2012, this longevity differential will be
paid prospectively only from November 1, 2012.
5.2 Entrance Salary. New employees shall generally be appointed at the
minimum step of the salary range established for the particular class of position to
which the appointment is made. However, the appointing authority may fill a particular
position at a step above the minimum of the range if mutually agreeable guidelines
have been developed in advance or the Director of Human Resources (or designee)
offers to meet and confer with the Association on a case by case basis each time prior
to formalizing the appointment.
5.3 Anniversary Dates. Anniversary dates will be set as follows:
A. New Employees. The anniversary date of a new employee is the first day
of the calendar month after the calendar month when the employee
successfully completes six (6) months service provided however, if an
employee began work on the first regularly scheduled workday of the
month the anniversary date is the first day of the calendar month when the
employee successfully completes six (6) months service.
B. Promotions. The anniversary date of a promoted employee is determined
as for a new employee in subsection 5.3 (Anniversary Dates) Paragraph A
(New Employees) above.
C. Demotions. The anniversary of a demoted employee is the first day of the
calendar month after the calendar month when the demotion was
effective.
D. Transfer, Reallocation & Reclassification. The anniversary date of an
employee who is transferred to another position or one whose position
has been reallocated or reclassified to a class allocated to the same
salary range or to a salary range which is within five percent (5%) of the
top step of the previous classification, remains unchanged.
E. Reemployment. The anniversary of an employee appointed from a
reemployment list to the first step of the applicable salary range and not
required to serve a probation period is determined in the same way as the
anniversary date is determined for a new employee who is appointed the
same date, classification and step and who then successfully completes
the required probationary period.
F. Notwithstanding other provisions of this Section 5 (Salaries), the
anniversary of an employee who is appointed to a classified position from
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outside the County's merit system at a rate above the minimum salary for
the employee's new class, or who is transferred from another
governmental entity to this County's merit system, is one (1) year from the
first day of the calendar month after the calendar month when the
employee was appointed or transferred; provided however, when the
appointment or transfer is effective on the employee's first regularly
scheduled work day of that month, his/her anniversary date is one (1) year
after the first calendar day of that month.
5.4 Increments Within Range. The performance of each employee, except
those of employees already at the maximum salary step of the appropriate salary
range, shall be reviewed on the anniversary date as set forth in subsection 5.3
(Anniversary Dates) to determine whether the salary of the employee shall be advanced
to the next higher step in the salary range.
Advancement shall be granted on the affirmative recommendation of the appointing
authority, based on satisfactory performance by the employee. The appointing
authority may recommend denial of the increment or denial subject to one additional
review at some specified date before the next anniversary which must be set at the time
the original report is returned. Except as herein provided, increments within range shall
not be granted more frequently than once a year, nor shall more than one (1) step
within range increment be granted at one time. In case an
appointing authority recommends denial of the within range increment on some
particular anniversary date, but recommends a special salary review at some date
before the next anniversary the special salary review shall not affect the regular salary
review on the next anniversary date. Nothing herein shall be construed to make the
granting of increments mandatory on the County. If an operating department verifies in
writing that an administrative or clerical error was made in failing to submit the
documents needed to advance an employee to the next salary step on the first of the
month when eligible, said advancement shall be made retroactive to the first of the
month when eligible.
5.5 Part-Time Compensation. A part-time employee shall be paid a monthly
salary in the same ratio to the full-time monthly rate to which the employee would be
entitled as a fulltime employee under the provisions of this Section 5 (Salaries), as the
number of hours per week in the employee's part-time work schedule bears to the
number of hours in the full-time work schedule of the department.
5.6 Compensation for Portion of Month. Any employee who works less
than any full calendar month, except when on earned vacation or authorized sick leave,
shall receive as compensation for services an amount which is in the same ratio to the
established monthly rate as the number of days worked is to the actual working days in
such employee's normal work schedule for the particular month; but if the employment
is intermittent, compensation shall be on an hourly basis.
5.7 Position Reclassification. An employee who is an incumbent of a
position which is reclassified to a class which is allocated to the same range of the
basic salary schedule as is the class of the position before it was reclassified, shall be
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paid at the same step of the range as the employee received under the previous
classification.
An incumbent of a position which is reclassified to a class which is allocated to a lower
range of the basic salary schedule shall continue to receive the same salary as before
the reclassification, but if such salary is greater than the maximum of the range of the
class to which the position has been reclassified, the salary of the incumbent shall be
reduced to the maximum salary for the new classification. The salary of an incumbent
of a position which is reclassified to a class which is allocated to a range of the basic
salary schedule greater than the range of the class of the position before it was
reclassified shall be governed by the provisions of subsection 5.9 (Salary on
Promotion).
5.8 Salary Reallocation & Salary on Reallocation.
A. In a general salary increase or decrease, an employee in a class which is
reallocated to a salary range above or below that to which it was
previously allocated, when the number of steps remain the same, shall be
compensated at the same step in the new salary range the employee was
receiving in the range to which the class was previously allocated. If the
reallocation is from one salary range with more steps to a range with
fewer steps or vice versa, the employee shall be compensated at the step
on the new range which is in the same percentage ratio to the top step of
the new range as was the salary received before reallocation to the top
step of the old range, but in no case shall any employee be compensated
at less than the first step of the range to which the class is allocated.
B. If a classification is reallocated from a salary range with more steps to a
salary range with fewer steps on the salary schedule, apart from the
general salary increase or decrease described in subsection 5.8 (Salary
Reallocation & Salary on Reallocation) paragraph A, each incumbent of a
position in the reallocated class shall be placed upon the step of the new
range which equals the rate of pay received before the reallocation. If the
steps in the new range do not contain the same rates as the old range,
each incumbent shall be placed at the step of the new range which is next
above the salary rate received in the old range, or if the new range does
not contain a higher step, at the step which is next lower than the salary
received in the old range.
C. If an employee is in a position which is reallocated to a different class
allocated to a salary range the same as above or below the salary range
of the employee's previous class, the incumbent shall be placed at the
step in the new class which equals the rate of pay received before
reallocation. If the steps in the range for the new class do not contain the
same rates as the range for the old class, the incumbent shall be placed
at the step of the new range which is next above the salary rate received
in the old range; or if the new range does not contain a higher step, the
incumbent shall be placed at the step which is next lower than the salary.
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5.9 Salary on Promotion. Any employee who is appointed to a position of a
class allocated to a higher salary range than the class previously occupied, except as
provided under Section 5.12 (Pay for Work in a Higher Classification), shall receive the
salary in the new salary range which is next higher than the rate received before
promotion. If this increase is less than five percent (5%), the employee's salary shall be
adjusted to the step in the new range which is at least five percent (5%) greater than
the next higher step; provided however that the next step shall not exceed the
maximum salary for the higher class. Upon appointment of a laid off employee from the
layoff list to the class from which the employee was laid off, the employee shall be
appointed at the step which the employee had formerly attained in the higher class
unless such step results in a decrease in which case the employee is appointed to the
next higher step. If, however, the employee is being appointed into a class allocated to
a higher salary range than the class from which the employee was laid off, the salary
will be calculated from the highest step the employee achieved prior to layoff, or from
the employee’s current step, whichever is higher.
5.10 Salary on Involuntary Demotion. Any employee who is demoted,
except as provided under subsection 5.11 (Salary on Voluntary Demotion), shall have
his/her salary reduced to the monthly salary step in the range for the class of position to
which he/she has been demoted next lower than the salary received before demotion.
If this decrease is less than five percent (5%), the employee's salary shall be adjusted
to the step in the new range which is five percent (5%) less than the next lower step;
provided, however, that the next step shall not be less than the minimum salary for the
lower class. Whenever the demotion is the result of layoff, cancellation of positions or
displacement by another employee with greater seniority rights, the salary of the
demoted employee shall be that step on the salary range which he/she would have
achieved had he/she been continuously in the position to which he/she has been
demoted, all within-range increments having been granted.
5.11 Salary on Voluntary Demotion. Whenever any employee voluntarily
demotes to a position in a class having a salary schedule lower than that of the class
from which he or she demotes, his or her salary shall remain the same if the steps in
his or her new (demoted) salary range permit, and if not, the new salary shall be set at
the step next below former salary.
5.12 Pay for Work in Higher Classification. When an employee in a
permanent position in the merit system is required to work in a classification for which
the compensation is greater than that to which the employee is regularly assigned, the
employee shall receive compensation for such work at the rate of pay established for
the higher classification pursuant to subsection 5.9 (Salary on Promotion) of this
Memorandum of Understanding, at the start of the second full day in the assignment,
under the following conditions. Payment shall be made retroactive after completing the
first forty (40) consecutive hours worked in the higher classification.
A. When an employee is assigned to a program, service or activity
established by the Board of Supervisors which is reflected in an
authorized position which has been classified and assigned to the Salary
Schedule.
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B. The nature of the departmental assignment is such that the employee in
the lower classification performs a majority of the duties and
responsibilities of the position of the higher classification.
C. Employee selected for the assignment will normally be expected to meet
the minimum qualifications for the higher classification.
D. The County shall make reasonable efforts to offer out of class
assignments to all interested employees on a voluntary basis. Pay for
work in a higher classification shall not be utilized as a promotional
procedure provided in this Memorandum of Understanding.
E. Higher pay assignments shall not exceed six (6) months except through
reauthorization.
F. If approval is granted for pay for work in a higher classification and the
assignment is terminated and later re-approved for the same employee
within one hundred eighty days (180) no additional waiting period will be
required.
G. Any incentives (e.g., the education incentive) and special differentials
(e.g., bilingual differential) accruing to the employee in his/her permanent
position shall continue.
H. During the period of work for higher pay in a higher classification, an
employee will retain his/her permanent classification, and anniversary and
salary review dates will be determined by time in that classification; except
that if the period of work for higher pay in a higher classification exceeds
one year continuous employment, the employee, upon satisfactory
performance in the higher classification, shall be eligible for a salary
review in that class on his/her next anniversary date. Notwithstanding any
other salary regulations, the salary step placement of employees
appointed to the higher class immediately following termination of the
assignment shall remain unchanged.
I. Allowable overtime pay, shift differentials and/or work location differentials
will be paid on the basis of the rate of pay for the higher class.
5.13 Payment. On the tenth (10th) day of each month, the Auditor will draw a
warrant upon the Treasurer in favor of each employee for the amount of salary due the
employee for the preceding month; provided however, that each employee (except
those paid on an hourly rate) may choose to receive an advance on the employee's
monthly salary, in which case the Auditor shall, on the twenty-fifth (25th) day of each
month, draw his/her warrant upon the Treasurer in favor of such employee. The
advance shall be in an amount equal to one-third (1/3) or less (at the option of the
employee) of the employee's basic salary of the previous month except that it shall not
exceed the amount of the previous month's basic salary less all requested or required
deductions. The election to receive the advance shall be made on the prescribed form
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(form M-208, revised 5/81) and submitted by the fifteenth (15th) of the month to the
department payroll clerk who will forward the card with the Salary Advance
Transmittal/Deviation Report to the Auditor-Controller (Payroll Section). Such an
election would be effective in the month of the submission and would remain effective
until revoked. In the case of an election made pursuant to this Section 5.13, (Payment),
all required or requested deductions from salary shall be taken from the second
installment, which is payable on the tenth (10th) day of the following month.
5.14 Discretionary Steps.
A. The Public Defender may grant a performance step(s) to incumbents in
the class of Deputy Public Defender IV, subject to the following conditions:
1.Each performance step is equal to two and one-half percent (2½%)
of the affected employee’s base salary rate in effect on December
31 preceding the effective date of the increase.
2.The Public Defender may award a maximum of two (2) merit steps
to the same employee for the same calendar year.
3.The affected employee’s base salary rate must be at the top merit
step of the salary range.
4.The award must be based on an annual evaluation of work
performance.
5.The performance step(s) will be awarded effective January 1st of
the applicable calendar year.
6.Each performance step shall remain in effect for twelve (12)
months from the date performance pay is granted. The Public
Defender may renew the step(s) award in increments of twelve (12)
months at his or her discretion.
7.The Public Defender may rescind a performance step(s) effective
the first of any month based on an evaluation of performance.
B. The Public Defender shall provide to the Department staff by January 31st
of each year the names of employees who have been awarded
performance pay.
C. Effective June 30, 2015, the Public Defender may grant a performance
step(2) to employees in the classification of Deputy Public Defender III
subject to the conditions described in Section 5.14A, above.
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5.15 Parallel Deputy Public Defender Compensation Adjustments.
A. Except as provided in subsection 5.1, General Wages, of this Section, the
Parties agree that the base salary rates and ranges for the corresponding
level(s) of the Public Defender classification series shall be subject to the
same generally applicable base salary rate increases and decreases as
are applied to the corresponding level(s) of the Deputy District Attorney
classification series at the same time such increases or decreases are
applied to that level. For example, if the Deputy District Attorney
classification series is granted a two percent increase, the Deputy Public
Defender classification series will receive a two percent increase. For
purposes of this subsection, corresponding levels are:
•Deputy Public Defender I, II and III corresponds to Deputy District
Attorney Basic;
•Deputy Public Defender IV corresponds to Deputy District Attorney
Advanced.
Nothing in this subsection shall be construed to prevent, truncate, or negate in any
manner any term of the Parties’ Special Agreement concerning Agreed Upon
Temporary Absences (“ATA”).
B. Subsection 5.15, paragraph A does not apply to the Deputy Public
Defender special assignment classification.
C. If the County and Deputy District Attorneys Association hereafter enter
into an MOU that includes any new benefits, deletes or modifies existing
benefits, the same new benefit or deletion or modification of existing
benefits shall simultaneously apply to the Deputy Public Defenders
classification series.
SECTION 6 - DAYS AND HOURS OF WORK
6.1. Definitions.
A. Regular Work Schedule: A regular work schedule is eight (8) hours per
day, Monday through Friday, inclusive, for a total of forty (40) hours per
week.
B. Workweek for Employees on Regular Work Schedules: For
employees on a regular work schedule, the workweek begins at 12:01
a.m. on Monday and ends at 12 midnight on Sunday.
6.2 Timestamp: Each and every temporary and permanent intermittent
employee (hereafter called “hourly employees”) must timestamp in and out as he/she
begins his/her work shift/day, finishes his/her work shift/day, and takes meal breaks.
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6.3 Accrual Usage: The use of leave accruals must be reported in one
minute increments and may not be rounded.
6.4 Automated Time Keeping: The Association agrees to the
implementation of an automated timekeeping system by the County. The Association
waives its right to meet and confer regarding any impacts that result from the County’s
implementation of the automated timekeeping system. The Association agrees to
convert from the current monthly payroll procedures with an advance to a new payroll
procedure to be determined.
SECTION 7 – OVERTIME AND COMPENSATORY TIME OFF
7.1 Application of Overtime and Compensatory Time Off. Overtime pay
and compensatory time off provided in subsection 7.2, Overtime, subsection 7.3,
Compensatory Time, and subsection 7.4, Straight Time Pay and Straight
Time Compensatory Time, do not apply to employees in classifications in the
Public Defender series or to other employees exempt from overtime under the
Fair Labor Standards Act.
7.2 Overtime.
A. Permanent full-time and part-time employees will be paid overtime pay or
overtime compensatory time off for any authorized work performed:
1)in excess of forty (40) hours per week; or
2)in excess of eight (8) hours per day and that exceed the
employee’s daily number of scheduled hours. For example, an
employee who is scheduled to work ten (10) hours per day and
who works eleven (11) hours on a particular day will be paid one
(1) hour of overtime.
Work performed does not include non-worked hours. Overtime pay is
compensated at the rate of one and one-half (1-1/2) times the employee's
base rate of pay (not including shift and any other special differentials).
Any special differentials that are applicable during overtime hours worked
will be computed on the employee’s base rate of pay, not on the overtime
rate of pay.
Overtime for permanent employees is earned and credited in a minimum
of one-tenth hour (6 minute) increments and is compensated by either pay
or compensatory time off.
B. Permanent Intermittent and temporary employees will be paid overtime
pay for any authorized work performed in excess of forty (40) hours per
week or in excess of eight (8) hours per day. Work performed does not
include non-worked hours. Overtime pay is compensated at the rate of
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one and one-half (1.5) times the employee’s hourly base rate of pay (not
including shift or any other special differentials). Any special differentials
that are applicable during overtime hours worked will be computed on the
employee’s base hourly rate of pay, not on the overtime rate of pay.
7.3 Compensatory Time. The following provisions shall apply:
A. Employees may annually elect to accrue overtime compensatory time off
in lieu of overtime pay. Eligible employees who elect to receive
compensatory time off must agree to do so for a full fiscal year (July 1
through June 30). The employee must notify his/her departmental payroll
staff of any change in the election by May 31 of each year.
B. The names of those employees electing to accrue compensatory time off
shall be placed on a list maintained by the Department. Employees who
become eligible (i.e., newly hired employees, employees promoting,
demoting, etc.) for compensatory time off in accordance with these
guidelines must elect to accrue compensatory time or they will be paid for
authorized overtime hours worked.
C. Compensatory time off shall be accrued at the rate of one and one-half (1-
1/2) times the actual authorized overtime hours worked by the employee.
D. Employees may not accrue a compensatory time off balance that exceeds
one hundred twenty (120) hours (i.e., eighty [80] hours at time and one-
half). Once the maximum balance has been attained, authorized overtime
hours will be paid at the overtime rate. If the employee's balance falls
below one hundred twenty (120) hours, the employee shall again accrue
compensatory time off for authorized overtime hours worked until the
employee's balance again reaches one hundred twenty (120) hours.
E. Accrued compensatory time off shall be carried over for use in the next
fiscal year; however, as provided in d above, accrued compensatory time
off balances may not exceed one hundred twenty (120) hours.
F. The use of accrued compensatory time off shall be by mutual agreement
between the Department Head or his/her designee and the employee.
Compensatory time off shall not be taken when the employee should be
replaced by another employee who would be eligible to receive, for time
worked, either overtime payment or compensatory time accruals as
provided for in this Section 7.3 (Compensatory Time). This provision may
be waived at the discretion of the Department Head or his or her
designee.
G. W hen an employee promotes, demotes, or transfers from one
classification eligible for compensatory time off to another classification
eligible for compensatory time off within the same department, the
employee's accrued compensatory time off balance will be carried forward
with the employee.
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H. Compensatory time accrual balances will be paid off when an employee
moves from one department to another through promotion, demotion or
transfer. Said payoff will be made in accordance with the provisions and
salary of the class from which the employee is promoting, demoting or
transferring as set forth in subsection 7.3 (Compensatory Time) paragraph
I below.
I. Since employees accrue compensatory time off at the rate of one and
one-half (1-1/2) hours for each hour of authorized overtime worked, they
shall be paid their accrued hours of compensatory time at the straight time
rate of pay whenever:
1.The employee changes status and is no longer eligible for
compensatory time off.
2.The employee promotes, demotes or transfers to another
department.
3.The employee separates from County service.
4.The employee retires.
J. The Office of the County Auditor-Controller will establish timekeeping
procedures to administer this Section 7 (Overtime and
Compensatory Time Off).
7.4 Straight Time Pay and Straight Time Compensatory Time.
A. Permanent full-time and part-time employees are eligible to receive
straight time pay or straight time compensatory time off for hours worked
in excess of the employee’s daily number of scheduled hours that do not
qualify for overtime pay as described in section 7.2, above.
B. Straight time pay is calculated at the rate of one (1.0) times the
employee’s base rate of pay (not including differentials or shift pays).
C. Straight time compensatory time off is accrued at the rate of one (1.0)
times the number of straight time hours worked as defined in 7.4.A.
above. The election of compensatory time off for overtime hours in lieu of
overtime pay means that the employee also elects to receive
compensatory time off for straight time hours in lieu of straight time pay.
An employee cannot elect to receive straight time compensatory time off
for straight time hours if the employee does not also elect to receive
compensatory time off for overtime hours, and vice versa. For employees
who receive straight time compensatory time off in lieu of straight time
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pay, except as otherwise set forth in this section 7.4, the rules for
administration of compensatory time off described in section 7.3, above,
apply to straight time compensatory time off.
SECTION 8 - CALL BACK TIME
Any Public Defender Investigator or Investigator Aide who is called back to duty will be
paid for Call Back Time. Call Back Time occurs when an employee is not scheduled to
work and is not on County premises, but is called back to work on County premises or
for a County work assignment. An employee called back to work will be paid Call Back
Time Pay at the rate of one and one-half (1.5) times his/her base rate of pay (not
including differentials) for the actual Call Back Time worked plus one (1) hour. An
employee called back to work will be paid a minimum of two (2) hours for each Call
Back Time event.
SECTION 9 - WORKFORCE REDUCTION/LAYOFF/REASSIGNMENT
9.1 Workforce Reduction. If funding reductions or shortfalls in funding occur
in a department or are expected, which may result in layoffs, the department will notify
the Association and take the following actions:
A. Identify the classification(s) in which position reductions may be required
due to funding reductions or shortfalls.
B. Advise employees in those classifications that position reductions may
occur in their classifications.
C. Accept voluntary leaves of absence from employees in those
classifications which do not appear to be potentially impacted by possible
position reductions when such leaves can be accommodated by the
department.
D. Consider employee requests to reduce their position hours from full-time
to part-time to alleviate the impact of the potential layoffs.
E. Approve requests for reduction in hours, lateral transfers, and voluntary
demotions to vacant, funded positions in classes not scheduled for layoffs
within the department, as well as to other departments not experiencing
funding reductions or shortfalls when it is a viable operational alternative
for the department(s).
F. Review various alternatives which will help mitigate the impact of the
layoff by working through the Tactical Employment Team (TET) program
to:
1.Maintain an employee skills inventory bank to be used as a basis
for referrals to other employment opportunities.
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2.Determine if there are other positions to which employees may be
transferred.
3.Refer interested persons to vacancies which occur in other job
classes for which they qualify and can use their layoff eligibility.
4.Establish workshops to aid laid off employees in areas such as
resume preparation, alternate career counseling, job search
strategy, and interviewing skills.
G. W hen it appears to the Department Head and/or Chief of Labor Relations
(or designee) that the Board of Supervisors may take action which will
result in the layoff of employees in the Public Defender representation
unit, the Chief of Labor Relations (or designee) shall notify the Association
of the possibility of such layoffs and shall meet and confer with the
Association regarding the implementation of the action.
9.2 Separation Through Layoff.
A. Grounds for Layoff. Any employee(s) having permanent status in
position(s) in the merit service may be laid off when the position is no
longer necessary, or for reasons of economy, lack of work, lack of funds
or for such other reason(s) as the Board of Supervisors deems sufficient
for abolishing the position(s).
B. Order of Layoff. The order of layoff in the department shall be based on
inverse seniority in the class of positions, the employee in the department
with least seniority being laid off first and so on.
C. Layoff By Displacement.
1.In the Same Class. A laid off permanent full-time employee may
displace an employee in the department having less seniority in the
same class who occupies permanent part-time position, the least
senior employee being displaced first.
2.In the Same Level or Lower Class. A laid off or displaced
employee who had achieved permanent status in a class at the
same or lower salary level as determined by the salary schedule in
effect at the time of layoff may displace within the department and
in the class an employee having less seniority; the least senior
employee being displaced first, and so on with senior displaced
employees displacing junior employees.
D. Particular Rules on Displacing.
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1.Permanent part-time employees may displace only other
permanent part-time employees with less seniority holding
permanent positions of the same type respectively.
2.A permanent full-time employee may displace any part-time
employee with less seniority.
a)In the same class as provided in Section 9.2 (Separation
Through Layoff) paragraph C sub-paragraph 1 (In the Same
Class) or,
b)In a class of the same or lower salary level as provided in
Section 9.2 (Separation Through Layoff) paragraph C sub-
paragraph 2 (In the Same Level or Lower Class), if no
fulltime employee in a class at the same or lower salary level
has less seniority than the displacing employees.
3.Former permanent full-time employees who have voluntarily
become permanent part time employees for the purpose of
reducing the impact of a proposed layoff with the written approval
of the Director of Human Resources or designee retain their
permanent full-time employee seniority rights for layoff purposes
only and may in a later layoff displace a full-time employee with
less seniority as provided in these rules.
E. Seniority.
1.An employee's seniority within a class for layoff and displacement
purposes shall be determined by adding the employee's length of
service in the particular class in question to the employee's length
of service in other classes at the same or higher salary levels as
determined by the salary schedule in effect at the time of layoff.
Employees reallocated or transferred without examination from one
class to another class having a salary within five percent (5%) of
the former class, shall carry the seniority accrued in the former
class into the new class. Employees reallocated to a new deep
class upon its initiation or otherwise reallocated to a deep class
because the duties of the position occupied are appropriately
described in the deep class shall carry into the deep class the
seniority accrued or carried forward in the former class and
seniority accrued in the other class which have been included in the
deep class. Service for layoff and displacement purposes includes
only the employee's last continuous permanent County
employment. Periods of separation may not be bridged to extend
such service unless the separation is a result of layoff in which
case bridging will be authorized if the employee is reemployed in a
permanent position within the employee's layoff eligibility.
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2.Approved leaves of absence as provided for in these rules and
regulations shall not constitute a period of separation. In the event
of ties in seniority rights in the particular class in question, such ties
shall be broken by length of last continuous permanent County
employment. If there remain ties in seniority rights, such ties shall
be broken by counting total time in the department in permanent
employment. Any remaining ties shall be broken by random
selection among the employees involved.
F. Eligibility for Layoff List. Whenever any person who has permanent status
is laid off, has been displaced, has been demoted by displacement or as
voluntarily demoted in lieu of layoff or displacement, or has transferred in
lieu of layoff or displacement, the person's name shall be placed on the
Layoff List for the class of positions from which that person has been
removed.
G. Order of Names on Layoff. First, layoff lists shall contain the names of
persons laid off, displaced, or demoted because of a layoff or
displacement, or who have voluntarily demoted or transferred in lieu of
layoff or displacement. Names shall be listed in order of layoff seniority in
the class from which laid off, displaced, demoted, or transferred on the
date of layoff, the most senior person listed first. In case of ties in
seniority, the seniority rules shall apply except that where there is a class
seniority tie between persons laid off from different departments the tie(s)
shall be broken by length of last continuous permanent County
employment with remaining ties broken by random selection among the
employees involved.
H. Duration of Layoff & Reemployment Rights. The name of any person
granted reemployment privileges shall continue on the appropriate list for
a period of two (2) years. Persons placed on layoff lists shall continue on
the appropriate list for a period of two (2) years.
I. Certification of Persons From Layoff Lists. Layoff lists contain the
name(s) of person(s) laid off, displaced or demoted by displacement or
voluntarily demoted in lieu of layoff or displacement or transferred in lieu
of layoff or displacement. When a request for personnel is received from
the appointing authority of a department from which an eligible(s) was laid
off, the appointing authority shall receive and appoint the eligible highest
on the layoff list from the department. When a request for personnel is
received from a department from which an eligible(s) was not laid off, the
appointing authority shall receive and appoint the eligible highest on the
layoff list who shall be subject to a probationary period. A person
employed from a layoff list shall be appointed at the same step of the
salary range the employee held on the day of layoff.
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J. Removal of Names from Layoff Lists. The Director of Human Resources
may remove the name of any eligible from a layoff list for any reason
listed below:
1.For any cause stipulated in Section 404.1 (Causes for
Disqualification) of the Personnel Management Regulations.
2.On evidence that the eligible cannot be located by postal
authorities.
3.On receipt of a statement from the appointing authority or eligible
that the eligible declines certification or indicates no further desire
for appointment in the class.
4.If three (3) offers of permanent appointment to the class for which
the eligible list was established have been declined by the eligible.
5.If the eligible fails to respond to the Director of Human Resources
or the appointing authority within ten (10) days to written notice of
certification mailed to the person's last known address.
6.If the person on the reemployment or layoff list is appointed to
another position in the same or lower classification, the name of the
person shall be removed. However, if the first permanent
appointment of a person on a layoff list is to a lower class which
has a top step salary lower than the top step of the class from
which the person was laid off, the name of the person shall not be
removed from the layoff list. Any subsequent appointment of such
person from the layoff list shall result in removal of that person's
name.
K. Removal of Names from Reemployment and Layoff certifications. The
Director of Human Resources may remove the name of any eligible from
a reemployment or layoff certification if the eligible fails to respond within
five (5) days to a written notice of certification mailed to the person's last
known address.
9.3 Notice. The County agrees to give employees scheduled for layoff at
least ten (10) work days notice prior to their last day of employment.
9.4 Special Employment Lists. The County will establish a T.E.T.
employment pool which will include the names of all laid off County employees. Special
employment lists for job classes may be established from the pool. Persons placed on
a special employment list must meet the minimum qualifications for the class. An
appointment from such a list will not affect the individual's status on a layoff list(s).
Employees in the T.E.T. employment pool shall be guaranteed a job interview for any
vacant funded position for which they meet minimum qualifications. If there are more
than five such employees who express an interest for one vacant funded position, the
February 9, 2016 Official Minutes 76
five most senior employees shall be interviewed. Seniority for this subsection shall be
County seniority.
9.5 Reassignment of Laid Off Employees. Employees who are displaced
within the same classification from fulltime to part-time status in a layoff, or who
voluntarily reduced their work hours to reduce the impact of layoff, or who accepted a
position of another status than that from which they were laid off upon referral from the
layoff list, may request reassignment back to their pre-layoff status (full time or part-time
or increased hours). The request must be in writing in accord with the department's
reassignment bid or selection process. Employees will be advised of the reassignment
procedure to be followed to obtain reassignment back to their former status at the time
of the workforce reduction. The most senior laid off employee in this status who
requests such a reassignment will be selected for the vacancy; except when a more
senior laid off individual remains on the layoff list and has not been appointed back to
the class from which laid off, a referral from the layoff list will be made to fill the
vacancy.
SECTION 10 – HOLIDAYS
10.1 Holidays Observed.
A. The County will observe the following holidays:
January 1st, known as New Year's Day
3rd Monday in January known as
Dr. M. L. King, Jr. Day
3rd Monday in February, known as Presidents' Day
The last Monday in May, known as Memorial Day
July 4th, known as Independence Day
First Monday in September, known as Labor Day
November 11th, known as Veterans Day
4th Thursday in November, known as Thanksgiving
The Friday after Thanksgiving
December 25th, known as Christmas Day
Such other days as the Board of Supervisors may by resolution designate
as holidays.
Any holiday observed by the County that falls on a Saturday is observed on the
preceding Friday and any holiday that falls on a Sunday is observed on the
following Monday.
B. Personal Holiday Credit. Employees are entitled to accrue two (2) hours
of personal holiday credit per month. This time is prorated for part-time
employees. Preference of personal holidays shall be given to employees
according to their seniority in their department as reasonably as possible.
No employee may accrue more than forty (40) hours of personal holiday
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credit. On separation from County service, employees are paid for any
unused personal holiday credit hours at the employee’s then current pay
rate, up to a maximum of forty (40) hours.
10.2 Holiday is Not Worked and Holiday Falls on Scheduled Work Day.
A. Holidays Observed – Full-time Employees: Each full-time employee is
entitled to observe a holiday (8 hours off work), without a reduction in pay,
whenever a holiday is observed by the County.
B. Holidays Observed – Part time Employees: When a holiday is observed by
the County, each part time employee is entitled to observe the holiday in the
same ratio as his/her number of position hours bears to forty (40) hours,
multiplied by 8 (hours), without a reduction in pay. For example, a part time
employee whose position hours are 24 per week is entitled to 4.8 hours off work
on a holiday (24/40 multiplied by 8 = 4.8). Hereafter, the number of hours
produced by this calculation will be referred to as the “Part Time employee’s
holiday hours.”
When the number of hours in a part time employee’s scheduled work day that
falls on a holiday (“scheduled work hours”) is more than the employee’s “Part
Time employee’s holiday hours,” the employee must use non-sick leave accruals
for the difference between the employee’s “scheduled work hours” and the
employee’s “Part Time employee’s holiday hours.” If the employee does not have
any non-sick leave accrual balances, leave without pay (AWOP) will be
authorized.
10.3 Holiday is WORKED and Holiday Falls on Regularly Scheduled Work
Day.
A. Full-Time Employees: When a full-time employee works on a holiday
that falls on the employee’s regularly scheduled work day, the employee is
entitled to receive his/her regular salary. The employee is also entitled to
receive holiday pay or holiday compensation time at the rate of one and
one half (1.5) times his/her base rate of pay (not including differentials) for
all hours worked, up to a maximum of eight (8) hours. This provision is
applicable only to employees in the following classifications:
6N75 - Public Defender Investigative Aide
6N7A - Public Defender Investigative Assistant
6NWA - Public Defender Investigator I
6NVA - Public Defender Investigator II
6NVB - Senior Public Defender Investigative Aide
B. Part-Time Employees: When a part-time employee works on a holiday
that falls on the employee’s scheduled work day, the part-time employee
is entitled to receive his/her regular salary. The part-time employee is also
entitled to receive holiday pay or holiday compensation time at the rate of
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one (1.5) times his/her base rate of pay (not including differentials) for all
hours worked on the holiday, up to a maximum of the amount of the “Part-
time employee’s holiday hours.” This provision is applicable only to
employees in the following classifications:
6N75 - Public Defender Investigative Aide
6N7A - Public Defender Investigative Assistant
6NWA - Public Defender Investigator I
6NVA - Public Defender Investigator II
6NVB - Senior Public Defender Investigative Aide
10.4 Permanent Intermittent Employees - Holiday is Worked. Permanent
intermittent employees who work on a holiday are entitled to receive overtime pay at the
rate of one and one half (1.5) times his/her base rate of pay (not including differentials)
for all hours worked on the holiday.
SECTION 11 - VACATION LEAVE AND PAID P ERSONAL LEAVE
11.1 Vacation Allowance. Employees in permanent positions are entitled to
vacation with pay. Accrual is based upon straight time hours of working time per
calendar month of service and begins on the date of appointment to a permanent
position. Increased accruals begin on the first of the month following the month in
which the employee qualifies. Accrual for portions of a month shall be in minimum
amounts of one (1) hour calculated on the same basis as for partial month
compensation pursuant to Section 5.8 (Salary Reallocation and Salary Reallocation) of
this MOU. Vacation credits may be taken in one minute increments but may not be
taken during the first six (6) months of employment (not necessarily synonymous with
probationary status) except where sick leave has been exhausted; and none shall be
allowed in excess of actual accrual at the time vacation is taken.
11.2 Vacation Leave on Reemployment From a Layoff List. Employees with
six (6) months or more service in a permanent position prior to their layoff who are
employed from a layoff list, shall be considered as having completed six months tenure
in a permanent position for the purpose of vacation leave. The appointing authority or
designee will advise the Auditor- Controller's Payroll Unit in each case where such
vacation is authorized so that appropriate payroll system override actions can be taken.
11.3 Accrual Rates - Deputy Public Defenders. The vacation schedule listed
below shall be maintained for Deputy Public Defenders’ Grades I, II, III, IV.
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Maximum
Cumulative
Length of Service Hours Hours
Under 11 years 10 240
11 years 10 2/3 256
12 years 11 1/3 272
13 years 12 288
14 years 12 2/3 304
15 - 19 years 13 1/3 320
20 - 24 years 16-2/3 400
25 - 29 years 20 480
30 years and up 23-1/3 560
11.4 Vacation Accrual Rates – Investigator and Investigator Aide.
The rates at which vacation credits accrue for employees in the Public Defender
Investigator and Public Defender Investigator Aide classifications, and the maximum
accumulation thereof are as follows:
Monthly Maximum
Accrual Cumulative
Length of Service Hours Hours
Under 15 years 10 240
15 through 19 years 13-1/3 320
20 through 24 years 16-2/3 400
25 through 29 years 20 480
30 years and up 23-1/3 560
11.5 Service Award Date Defined. An employee’s Service Award Date is the
first day of his or her temporary, provisional, or permanent appointment to a position in
the County. If an employee is first appointed to a temporary or provisional position and
then later appointed to a permanent position, the Service Award Date for that employee
is the date of the first day of the temporary or provisional appointment.
Example One:
1. An employee’s Service Award Date is January 1, 1988.
2. The employee reaches 20 years of service on January 1, 2008.
3. February 1, 2008 is the date on which the employee is eligible to begin accruing
16.66 hours of vacation time each month.
4. The increased vacation hours will first appear on the employee’s March 10, 2008
pay warrant.
Example Two:
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1.An employee’s Service Award Date is February 24, 1987.
2.The employee reached 20 years of service on February 24, 2007.
3.March 1, 2007 is the date on which the employee is eligible to begin accruing
16.66 hours of vacation time each month.
4.The increased vacation hours will first appear on the employee’s April 10, 2007
pay warrant.
11.6 Accrual During Leave Without Pay. No employee who has been
granted a leave without pay or unpaid military leave shall accrue any vacation credit
during the time of such leave, nor shall an employee who is absent without pay accrue
vacation credit during the absence.
11.7 Vacation Buy-Back.
A. FOR EMPLOYEES HIRED BEFORE NOVEMBER 1, 2012:
Deputy Public Defenders may choose reimbursement for up to one-third
(1/3) of their annual vacation accrual, subject to the following conditions:
1.The choice can be made only once in each calendar year.
2.Payment shall be based on an hourly rate determined by dividing
the employee's monthly salary by 173.33.
3.The maximum number of hours that may be reimbursed in any one
year is one-third (1/3) of the annual accrual.
B. For Employees Hired On and After November 1, 2012:
Employees promoted or hired by the County into any classification
represented by the Contra Costa County Defenders Association on and
after November 1, 2012, are not eligible for the Vacation Buy-Back
benefit. However, any employee who was eligible for a Vacation Buy-
Back benefit before promoting into a classification represented by the
Contra Costa County Defenders Association will retain that benefit after
promoting into a classification represented by the Contra Costa County
Defenders Association.
C. If a lump sum payment has been made in lieu of a retroactive general
salary adjustment for a portion of the calendar year which is subsequent
to exercise by an employee of the vacation buy-back provision herein, that
employee's vacation buy-back shall be adjusted to reflect the percentage
difference in base pay rates upon which the lump sum payment was
computed provided that the period covered by the lump sum payment
included the effective date of the vacation buy-back.
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11.8 Vacation Allowance for Separated Employees. On separation from
County service, an employee shall be paid for any unused vacation credits at the
employee's then current pay rate.
11.9 Vacation Preference. Use of vacation accruals is by mutual agreement
between the employee and the supervisor and preference of vacation shall be given to
employees according to their order of request as reasonably as possible unless
otherwise provided in the supplemental sections of this Memorandum of
Understanding.
11.10 Annual Administrative Leave (Deputy Public Defenders). Effective
January 1, 2013, On January 1st of each year, permanent full-time employees in paid
status and in the classes of Deputy Public Defender I, II, III, and IV will be credited with
ninety-four (94) hours of paid annual administrative leave to recognize the unavailability
of overtime pay for Deputy Public Defenders. Employees appointed after July 1st will be
credited with forty seven (47) hours of paid annual administrative leave on the first
succeeding January 1st and will be credited with ninety-four (94) hours annually
thereafter. Permanent part-time employees in paid status in the classifications
identified above will be credited with pro-rata administrative leave as described herein.
Annual administrative leave must be used during the calendar year in which credited
and may not be carried forward. Paid administrative leave is separate from paid
vacation and will be accounted for accordingly. Upon separation from County service,
there shall be no payoff for unused administrative leave credits.
SECTION 12 - SICK LEAVE
12.1 Purpose of Sick Leave. The primary purpose of paid sick leave is to
ensure employees against loss of pay for temporary absences from work due to illness
or injury. It is a benefit extended by the County and may be used only as authorized; it
is not paid time off which employees may use for personal activities.
12.2 Credits to and Charges Against Sick Leave. Sick leave credits accrue
at the rate of eight (8) working hours credit for each completed month of service.
Employees who work a portion of a month are entitled to a pro rata share of the
monthly sick leave credit computed on the same basis as is partial month
compensation.
Credits to and charges against sick leave are made in minimum amounts of one minute
increments. Unused sick leave credits accumulate from year to year.
When an employee is separated other than through retirement, accumulated sick leave
credits shall be canceled, unless the separation results from layoff, in which case the
accumulated credits shall be restored if reemployed in a permanent position within the
period of layoff eligibility.
Upon retirement, an employee's accumulated sick leave is converted to retirement on
the basis of one day of retirement service credit for each day of accumulated sick leave
credit.
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12.3 Policies Governing the Use of Paid Sick Leave.
A. As indicated above, the primary purpose of paid sick leave is to ensure
employees against loss of pay for temporary absences from work due to
illness or injury. The following definitions apply:
1. "Immediate Family" means and includes only the spouse, son,
stepson, daughter, stepdaughter, father, stepfather, mother,
stepmother, brother, sister, grandparent, grandchild, niece,
nephew, father-in-law, mother-in-law, daughter-in-law, son-in-law,
brother-in-law, sister-in-law, foster children, aunt, uncle, cousin,
stepbrother, stepsister, or domestic partner of an employee and/or
includes any other person for whom the employee is the legal
guardian or conservator, or any person who is claimed as a
"dependent" for IRS reporting purposes by the employee.
2. "Employee" means any person employed by Contra Costa County
in an allocated position in the County service.
3. "Paid Sick Leave Credits" means those sick leave credits provided
for by County Salary Regulations and this Memorandum of
Understanding.
4. "Condition/Reason". With respect to necessary verbal contacts and
confirmations which occur between the department and the
employee when sick leave is requested or verified, a brief
statement in non-technical terms from the employee regarding
inability to work due to injury or illness is sufficient.
B. Accumulated paid sick leave credits may be used, subject to appointing
authority approval, by an employee in pay status, but only in the following
instances:
1. Temporary Illness or Injury of an Employee. Paid sick leave credits
may be used when the employee is off work because of a
temporary illness or injury.
2. Permanent Disability Sick Leave. Permanent disability means the
employee suffers from a disabling physical injury or illness and is
thereby prevented from engaging in any County occupation for
which the employee is qualified by reason of education, training or
experience. Sick leave may be used by permanently disabled
employees until all accruals of the employee have been exhausted
or until the employee is retired by the Retirement Board, subject to
the following conditions:
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a. An application for retirement due to disability has been filed
with the Retirement Board.
b. Satisfactory medical evidence of such disability is received
by the appointing authority within 30 days of the start of use
of sick leave for permanent disability.
c. The appointing authority may review medical evidence and
order further examination as deemed necessary, and may
terminate use of sick leave when such further examination
demonstrates that the employee is not disabled, or when the
appointing authority determines that the medical evidence
submitted by the employee is insufficient, or where the
above conditions have not been met.
3. Communicable Disease. An employee may use paid sick leave
credits when under a physician's order to remain secluded due to
exposure to a communicable disease.
4. Sick Leave Utilization for Pregnancy Disability. Employees whose
disability is caused or contributed to by pregnancy, miscarriage,
abortion, childbirth, or recovery there from, shall be allowed to
utilize sick leave credit to the maximum accrued by such employee
during the period of such disability under the conditions set forth
below:
a. Application for such leave must be made by the employee to
the appointing authority accompanied by a written statement
of disability from the employee's attending physician. The
statement must address itself to the employee's general
physical condition having considered the nature of the work
performed by the employee, and it must indicate the date of
the commencement of the disability as well as the date the
physician anticipates the disability to terminate.
b. Sick leave may not be utilized after the employee has been
released from the hospital unless the employee has
provided the County with a written statement from her
attending physician stating that her disability continues and
the projected dates of the employee's recovery from such
disability.
5. Medical and Dental Appointments. An employee may use paid sick
leave credits:
a. For working time used in keeping medical and dental
appointments for the employee's own care; and
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b.For working time used by an employee for pre-scheduled
medical and dental appointments for an immediate family
member.
6.Emergency Care of Family. An employee may use paid sick leave
credits for working time used in cases of illness or injury to an
immediate family member.
7.Death of Family Member. An employee may use paid sick leave
credits for working time used because of a death in the employee's
immediate family or of the employee’s domestic partner, but this
shall not exceed three (3) working days, plus up to two (2) days of
work time for necessary travel. Use of additional accruals including
sick leave when appropriate may be authorized in conjunction with
the bereavement leave at the discretion of the appointing authority.
8.Legal Adoption of a Child. Paid sick leave credits may be used by
an employee upon adoption of the child.
9.Accumulated paid sick leave credits may not be used in the
following situations:
a. Vacation. Paid sick leave credits may not be used for an
employee's illness or injury which occurs while he/she is on
vacation but the Public Defender may authorize it when extenuating
circumstances exist and the appointing authority approves.
b.Not in Pay Status. Paid sick leave credits may not be used when
the employee would otherwise be eligible to use paid sick leave
credits but is not in pay status.
12.4 Administration of Sick Leave. The proper administration of sick leave is
a responsibility of the employee and the department head. Unless otherwise provided
in the supplemental sections of this MOU, the following procedures apply:
A. Employee Responsibilities
1.Employees are responsible for notifying their department of an
absence prior to the commencement of their work shift or as soon
thereafter as possible. Notification shall include the reason and
possible duration of the absence.
2.Employees are responsible for keeping their department informed
on a continuing basis of their condition and probable date of return
to work.
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3.Employees are responsible for obtaining advance approval from
their supervisor for the scheduled time of pre-arranged personal or
family medical and dental appointments.
4.Employees are encouraged to keep the department advised of (1)
a current telephone number to which sick leave related inquiries
may be directed, and (2) any condition(s) and/or restriction(s) that
may reasonably be imposed regarding specific locations and/or
persons the department may contact to verify the employee's sick
leave.
B. Department Responsibilities. The use of sick leave may properly be
denied if these procedures are not followed. Abuse of sick leave on the
part of the employee is cause for disciplinary action. Departmental
approval of sick leave is a certification of the legitimacy of the sick leave
claim. The department head or designee may make reasonable inquiries
about employee absences. The department may require medical
verification for an absence of three (3) or more working days. The
department may also require medical verification for absences of less
than three (3) working days for probable cause if the employee had been
notified in advance in writing that such verification was necessary.
Inquiries may be made in the following ways:
1.Calling the employee's residence telephone number or other
contact telephone number provided by the employee if telephone
notification was not made in accordance with departmental sick
leave call-in guidelines. These inquiries shall be subject to any
restrictions imposed by the employee under subsection 12.4
(Administration of Sick Leave) paragraph A.
2.Obtaining the employee's signature on the Absence/Overtime
Record, or on another form established for that purpose, as
employee certification of the legitimacy of the claim.
3.Obtaining the employee's written statement of explanation
regarding the sick leave claim.
4.Requiring the employee to obtain a physician's certificate or
verification of the employee's illness, date(s) the employee was
incapacitated, and the employee's ability to return to work, as
specified above.
5.In absences of an extended nature, requiring the employee to
obtain from their physician a statement of progress and anticipated
date on which the employee will be able to return to work, as
specified above. Department heads are responsible for
establishing timekeeping procedures which will insure the
submission of a time card covering each employee absence and
for operating their respective offices in accordance with these
February 9, 2016 Official Minutes 86
policies and with clarifying regulations issued by the Office of the
County Administrator. To help assure uniform policy application,
the Director of Human Resources or designated management staff
of the County Human Resources Department should be contacted
with respect to sick leave determinations about which the
department is in doubt.
12.5 Disability.
A. An employee physically or mentally incapacitated for the performance of
duty is subject to dismissal, suspension or demotion, subject to the
County Employees Retirement Law of 1937. An appointing authority after
giving notice may place an employee on leave if the appointing authority
has filed an application for disability retirement for the employee, or whom
the appointing authority believes to be temporarily or permanently
physically or mentally incapacitated for the performance of the employee’s
duties.
B. An appointing authority who has reasonable cause to believe that there
are physical or mental health conditions present in an employee which
endanger the health or safety of the employee, other employees, or the
public, or which impair the employee's performance of duty, may order the
employee to undergo at County expense and on the employees paid time
a physical, medical examination by a licensed physician and/or a
psychiatric examination by a licensed physician or psychologist, and
receive a report of the findings on such examination. If the examining
physician or psychologist recommends that treatment for physical or
mental health problems, including leave, are in the best interests of the
employee or the County in relation to the employee overcoming any
disability and/or performing his or her duties the appointing authority may
direct the employee to take such leave and/or undergo such treatment.
C. Leave due to temporary or permanent disability shall be without prejudice
to the employee's right to use sick leave, vacation, or any other benefit to
which the employee is entitled other than regular salary. The Director of
Human Resources may order lost pay restored for good cause and
subject to the employee's duty to mitigate damages.
D. Before an employee returns to work from any absence for illness or injury,
other leave of absence or disability leave, exceeding two weeks in
duration, the appointing authority may order the employee to undergo at
County expense a physical, medical, and/or psychiatric examination by a
licensed physician, and may consider a report of the findings on such
examination. If the report shows that such employee is physically or
mentally incapacitated for the performance of duty, the appointing
authority may take such action as he/she deems necessary in accordance
with appropriate provisions of this MOU.
February 9, 2016 Official Minutes 87
E. Before an employee is placed on an unpaid leave of absence or
suspended because of physical or mental incapacity under subsection
12.5 (Disability) paragraphs (A) or (B), the employee shall be given notice
of the proposed leave of absence or suspension by letter or
memorandum, delivered personally or by certified mail, containing the
following:
1.A statement of the leave of absence or suspension proposed.
2.The proposed dates or duration of the leave or suspension which
may be indeterminate until a certain physical or mental health
condition has been attained by the employee.
3.A statement of the basis upon which the action is being taken.
4.A statement that the employee may review the materials upon
which the action is taken.
5.A statement that the employee has until a specified date (not less
than seven (7) work days from personal delivery or mailing of the
notice) to respond to the appointing authority orally or in writing.
F. Pending response to the notice the appointing authority for cause
specified in writing may place the employee on a temporary leave of
absence with pay.
G. The employee to whom the notice has been delivered or mailed shall
have seven (7) work days to respond to the appointing authority either
orally or in writing before the proposed action may be taken.
H. After having complied with the notice requirements above, the appointing
authority may order the leave of absence or suspension in writing stating
specifically the basis upon which the action is being taken, delivering the
order to the employee either personally or by mail, effective either upon
personal delivery or deposit in the US Postal Service.
I. An employee who is placed on leave or suspended under this section
may, within ten (10) calendar days after personal delivery or mailing to the
employee of the order, appeal the order in writing through the Director of
Human Resources to the Merit Board. Alternatively, the employee may
file a written election with the Director of Human Resources waiving the
employee's right to appeal to the Merit Board in favor of appeal to a
Disability Review Arbitrator.
J. In the event of an appeal either to the Merit Board or the Disability Review
Arbitrator, the employee has the burden of proof to show that either:
1.The physical or mental health condition cited by the appointing
authority does not exist, or
February 9, 2016 Official Minutes 88
2.The physical or mental health condition does exist, but it is not
sufficient to prevent, preclude, or impair the employee's
performance of duty, or is not sufficient to endanger the health or
safety of the employee, other employees, or the public.
K. If the appeal is to the Merit Board, the order and appeal shall be
transmitted by the Director of Human Resources to the Merit Board for
hearing under the Merit Board's Procedures, Section 1114-1128 inclusive.
Medical reports submitted in evidence in such hearings shall remain
confidential information and shall not be a part of the public record.
L. If the appeal is to a Disability Review Arbitrator, the employee (and his
representative) will meet with the County's representative to mutually
select the Disability Review Arbitrator, who may be a de facto arbitrator, or
a physician, or a rehabilitation specialist, or some other recognized
specialist mutually selected by the parties. The arbitrator’s fees and
expenses shall be paid one-half by the County and one-half by the
employee or the employee’s Association. The arbitrator shall hear and
review the evidence. The decision of the Disability Review Arbitrator shall
be binding on both the County and the employee. The scope of the
arbitrator's review shall be as follows:
1.The arbitrator may affirm, modify or revoke the leave of absence or
suspension.
2.The arbitrator may make his decision based only on evidence
submitted by the County and the employee.
3.The arbitrator may order back pay or paid sick leave credits for any
period of leave of absence or suspension if the leave or suspension
is found not to be sustainable, subject to the employee's duty to
mitigate damages.
12.6 Workers' Compensation.
A. Benefit Level. A permanent employee shall continue to receive the
appropriate percent of regular monthly salary for all accepted claims filed
before January 1, 2000, during any period of compensable temporary
disability absence not to exceed one year. For all accepted claims filed
with the County on or after January 1, 2000, the percentage of pay for
employees entitled to Workers’ Compensation shall be decreased from
87% to 86%. For all accepted claims filed with the County on or after
January 1, 2007, the percentage of pay for employees entitled to Workers’
Compensation shall be decreased from 86% to 80%. For all accepted
claims filed with the County on or after January 1, 2008, the percentage of
pay for employees entitled to Workers’ Compensation shall be decreased
from 80% to 75%. If Workers’ Compensation becomes taxable, the
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County agrees to restore the original benefit level (100% of monthly
salary) and the parties shall meet and confer with respect to funding the
increased cost.
B. Waiting Period. There is a three (3) calendar day waiting period before
Workers' Compensation benefits commence. If the injured worker loses
anytime on the day of injury, that day counts as day one (1) of the waiting
period. If the injured worker does not lose time on the date of injury, the
waiting period will be the first three (3) calendar days the employee does
not work because of the injury. The time the employee is scheduled to
work during this waiting period will be charged to the employee's sick
leave and/or vacation accruals. In order to qualify for Workers'
Compensation the employee must be under the care of a physician.
Temporary compensation is payable on the first three (3) days of disability
when the injury necessitates hospitalization, or when the disability
exceeds fourteen (14) days.
C. Continuing Pay. A permanent employee shall receive the appropriate
percentage as outlined above of regular monthly salary during any period
of compensable temporary disability not to exceed one (1) year. Payment
of continuing pay and/or temporary disability compensation is made in
accordance with Part 2, Article 3 of the Workers’ Compensation Laws of
California. "Compensable temporary disability absence" for the purpose
of this Section, is any absence due to work connected disability which
qualifies for temporary disability compensation as set forth in Part 2,
Article 3 of the Workers’ Compensation Laws of California. When any
disability becomes medically permanent and stationary and/or reaches
maximum medical improvement, the salary provided by this Section shall
terminate. No charge shall be made against sick leave or vacation for
these salary payments. Sick leave and vacation rights shall not accrue for
those periods during which continuing pay is received. Employees shall
be entitled to a maximum of one (1) year of continuing pay benefits.
D. Termination of Continuing Pay. Continuing pay begins at the same time
that temporary Workers' Compensation benefits commence and
continues until either the member is declared medically
permanent/stationary and/or reaches maximum medical improvement, or
until one (1) year of continuing pay, whichever comes first provided the
employee remains in an active employed status. Continuing pay is
automatically terminated on the date an employee is separated from
County service by resignation, retirement, layoff, or the employee is no
longer employed by the County. In these instances, employees will be
paid Workers’ Compensation benefits as prescribed by Workers’
Compensation laws. All continuing pay will be cleared through the County
Administrator’s Office, Risk Management Division. Whenever an
employee who has been injured on the job and has returned to work is
required by an attending physician to leave work for treatment during
working hours the employee shall be allowed time off up to three (3) hours
for such treatment without loss of pay or benefits, provided the employee
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notifies his/her supervisor of the appointment at least three (3) working
days prior to the appointment or as soon as the employee becomes aware
the appointment has been made. Said visits are to be scheduled
contiguous to either the beginning or end of the scheduled work day
whenever possible. This provision applies only to injuries/illnesses that
have been accepted by the County as work related.
E. Extended Temporary Disability. If an injured employee remains eligible
for temporary disability beyond one year, applicable salary will continue by
integrating sick leave and/or vacation accruals with Workers'
Compensation benefits (vacation charges to be approved by the
department and the employee). If salary integration is no longer available,
Workers' Compensation benefits will be paid directly to the employee as
prescribed by Workers' Compensation laws.
F. Rehabilitation Integration. An injured employee who is eligible for
Workers' Compensation rehabilitation temporary disability benefits and
whose disability is medically permanent and stationary and/or reaches
maximum medical improvement, will continue to receive salary by
integrating sick leave and/or vacation accruals with Workers'
Compensation rehabilitation temporary disability benefits until those
accruals are exhausted. Thereafter, the rehabilitation temporary disability
benefits will be paid directly to the employee.
G. Health Insurance. The County contribution to the employee's group
insurance plan(s) continues during the continuing pay period and during
integration of sick leave or vacation with Workers' Compensation benefits.
H. Method of Integration. An employee's sick leave and/or vacation charges
shall be calculated as follows:
C = 8 [1 - (W÷S)]
C = Sick leave or vacation charge per day (in hours)
W = Statutory Workers' Compensation for a month
S = Monthly salary
For example:
W = $960 per month Workers' Compensation
S = $1667 per month salary
8 = 8 hours
C = Hours to be charged to Sick Leave
C = 8 [1 - ($960 ÷ $1,667)]
C = 8 [1 - (.5758)]
C = 8 (.4242)
C = 3.39
3 hours chargeable to sick leave
5 hours chargeable to Workers' Compensation
February 9, 2016 Official Minutes 91
12.7 Long-Term Disability Insurance. Deputy Public Defenders will be
covered by a long-term disability insurance policy identical with that currently covering
employees in the Deputy District Attorney class series.
12.8 State Disability Insurance (SDI).
A. Applicability. This subsection 12.8, State Disability Insurance, applies
only to Public Defender Investigators.
B. General Provisions. Contra Costa County participates in the State
Disability Insurance (SDI) program, subject to the rules and procedures
established by the State of California. The County augments the SDI
program with its SDI Integration Program. Changes to the State Disability
Insurance program could affect the County’s SDI Integration Program.
Determination of SDI payments and eligibility to receive payments is at
the sole discretion of the State of California. Employees eligible for SDI
benefits are required to apply for SDI benefits and to have those benefits
integrated with the use of their sick leave accruals on the following basis:
“Integration” means that employees are required to use their sick leave
accruals to supplement the difference between the amount of the SDI
payment and the employee’s base monthly salary. Integration of sick
leave with the SDI benefit is automatic and cannot be waived. Integration
applies to all SDI benefits paid. For employees off work, on disability, and
receiving SDI, the employee’s County department will make appropriate
integration adjustments, including retroactive adjustments, if necessary.
Employees must inform their department of a disability in a timely manner
in order for the department to make appropriate integration adjustments.
SDI benefit payments will be sent directly to the employee by the State of
California.
When there are insufficient sick leave accruals available to fully
supplement the difference between the amount of the SDI payment and
the employee’s base monthly salary, accruals other than sick leave may
be used to supplement the difference between the amount of the SDI
payment and the employee’s base monthly salary. These accruals may
be used only to the extent that the total payment does not exceed the
employee’s base monthly salary.
C. Procedures. Employees with more than one and two tenths (1.2) hours of
sick leave accruals at the beginning of the disability integration period
must integrate their sick leave accrual usage with their SDI benefit to the
maximum extent possible.
When employees have one and two tenths (1.2) hours or less of sick
leave accruals at the beginning of the disability integration period, the
Department will automatically use one tenth (1/10th) hours of sick leave
per month for the duration of their SDI benefit.
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When the SDI benefit is exhausted, integration terminates. The employee
then may continue to use sick leave without integration and/or other
accruals.
When sick leave accruals are totally exhausted, integration with the SDI
benefit terminates.
Employees whose SDI claims are denied must present a copy of their
claim denial to their Department. The Department will then authorize the
use of unused sick leave and/or other accruals as appropriate.
D. Method of Integration. For purposes of integration with the SDI program,
all full-time employees’ schedules will be converted to eight (8) hour/five
(5) day weekly work schedules.
The formula for full time employees’ sick leave integration charges is as
follows:
L = [S-D ÷ S] x 8
S = Employee Base Monthly Salary
H = Estimated Highest Quarter (3 mos) Earnings [H = S x 3]
W = Weekly SDI Benefit from State of California SDI Weekly Benefit
Table
C = Calendar Days In Each Month
D = Estimated Monthly SDI Benefit [D=(W ÷ 7) x C]
L = Sick Leave Hours Charged Per Day
Permanent part-time employees, permanent-intermittent employees, and full-time
employees who are working a light/limited duty reduced schedule, will have their sick
leave integration adjusted accordingly.
E. Definition. “Base Monthly Salary”, for purposes of the SDI integration
program, is defined as the salary amount of the employee’s step on the
salary schedule of the employee’s classification at the time of integration.
F. No Buy-Back. Employees will not be allowed to buy back sick leave hours
used by the employee while on SDI.
12.9 Accrual During Leave Without Pay. No employee who has been
granted a leave without pay or an unpaid military leave shall accrue any sick leave
credits during the time of such leave nor shall an employee who is absent without pay
accrue sick leave credits during the absence.
February 9, 2016 Official Minutes 93
SECTION 13 - CATASTROPHIC LEAVE BANK
13.1 Program Design. The County Human Resources Department will
operate a Catastrophic Leave Bank which is designed to assist any County employee
who has exhausted all paid accruals due to a serious or catastrophic illness, injury, or
condition of the employee or family member. The program establishes and maintains a
Countywide bank wherein any employee who wishes to contribute may authorize that a
portion of his/her accrued vacation or personal holiday credit be deducted from those
account(s) and credited to the Catastrophic Leave Bank. Employees may donate hours
either to a specific eligible employee or to the bank. Upon approval, credits from the
Catastrophic Leave Bank may be transferred to a requesting employee's sick leave
account so that employee may remain in paid status for a longer period, thus partially
ameliorating the financial impact of the illness, injury, or condition. Catastrophic illness
or injury is defined as a critical medical condition, a long-term major physical
impairment or disability which manifests itself during employment.
13.2 Operation.
A. The plan will be administered under the direction of the Director of Human
Resources. The Human Resources Department will be responsible for
receiving and recording all donations of accruals and for initiating transfer
of credits from the bank to the recipient's sick leave account.
Disbursement of accruals will be subject to the approval of a six (6)
member committee composed of three (3) members appointed by the
County Administrator and three (3) members appointed by the majority
representative employee organizations. The committee shall meet as
necessary to consider all requests for credits and shall make
determinations as to the appropriateness of the request. The committee
shall determine the amount of accruals to be awarded for employees
whose donations are nonspecific. Consideration of all requests by the
committee will be on an anonymous requester basis.
B. Hours transferred from the Catastrophic Leave Bank to a recipient will be
in the form of sick leave accruals and shall be treated as regular sick
leave accruals. To receive credits under this plan, an employee must
have permanent status, must have exhausted all time off accruals to a
level below eight (8) hours total, have applied for a medical leave of
absence and have medical verification of need. Donations are irrevocable
unless the donation to the eligible employee is denied. Donations may be
made in hourly blocks with a minimum donation of not less than four (4)
hours per donation from balances in the vacation, holiday, floating holiday,
compensatory time, or holiday compensatory time accounts. Employees
who elect to donate to a specific individual shall have seventy-five percent
(75%) of their donation credited to the individual and twenty-five percent
(25%) credited to the Catastrophic Leave Bank. Time donated will be
converted to a dollar value and the dollar value will be converted back to
sick leave accruals at the recipient's base hourly rate when disbursed.
Credits will not be on a straight hour-for-hour basis. All computations will
February 9, 2016 Official Minutes 94
be on a standard 173.33 basis, except that employees on other than a
forty (40) hour week will have hours prorated according to their status.
C. Any recipient will be limited to a total of one thousand forty (1040) hours
or its equivalent per catastrophic event; each donor will be limited to one
hundred twenty (120) hours per calendar year.
D. No element of this plan is grievable. All appeals from either a donor or
recipient will be resolved on a final basis by the Director of Human
Resources. No employee will have any entitlement to catastrophic leave
benefits. The award of Catastrophic Leave will be at the sole discretion of
the committee, both as to amounts of benefits awarded and as to persons
awarded benefits. Benefits may be denied, or awarded for less than six
(6) months. The committee will be entitled to limit benefits in accordance
with available contributions and to choose from among applicants, on an
anonymous basis, those who will receive benefits, except for hours
donated to a specific employee. In the event a donation is made to a
specific employee and the committee determines the employee does not
meet the Catastrophic Leave Bank criteria, the donating employee may
authorize the hours to be donated to the bank or returned to the donor’s
account. The donating employee will have fourteen (14) calendar days
from notification to submit his/her decision regarding the status of their
donation, or the hours will be irrevocably transferred to the Catastrophic
Leave Bank. Any unused hours transferred to a recipient will be returned
to the Catastrophic Leave Bank.
SECTION 14 - LEAVE OF ABSENCE
14.1 Leave Without Pay. Any employee who has permanent status may be
granted a leave of absence without pay upon written request, approved by the
appointing authority; provided, however, that leaves for pregnancy, pregnancy disability,
serious health conditions, and family care shall be granted in accordance with
applicable state and federal law.
14.2 General Administration - Leaves of Absence.
A. Requests for leave without pay shall be made upon forms prescribed by
the Director of Human Resources and shall state specifically the reason
for the request, the date when it is desired to begin the leave, and the
probable date of return. Leave without pay may be granted for any of the
following reasons:
1. Illness or disability.
2. Pregnancy.
3. Parental.
February 9, 2016 Official Minutes 95
4.To take a course of study such as will increase the employee's
usefulness on return to the position.
5.For other reasons or circumstances acceptable to the appointing
authority.
B. An employee must request a leave of absence without pay at least thirty
(30) days before the leave is to begin if the need for the leave is
foreseeable. If the need is not foreseeable, the employee must provide
written notice to the Public Defender within five (5) days of learning of the
event by which the need for the leave of absence arises.
C. A leave without pay may be for a period not to exceed one (1) year,
provided the appointing authority may extend such leave for additional
periods. The procedure in granting extensions shall be the same as that
in granting the original leave, provided that the request for extension must
be made not later than thirty (30) calendar days before the expiration of
the original leave.
D. Whenever an employee who has been granted a leave without any pay
desires to return before the expiration of such leave, the employee shall
submit a request to the appointing authority in writing at least fifteen (15)
days in advance of the proposed return. Early return is subject to prior
approval by the appointing authority. The Human Resources Department
shall be notified promptly of such return.
E. Except in the case of leave of absence due to family care, pregnancy,
pregnancy disability, illness, or serious health condition, the decision of
the appointing authority on granting or denying a leave or early return from
leave shall be subject to appeal to the Director of Human Resources and
not subject to appeal through the grievance procedure set forth in this
MOU.
14.3 Furlough Days Without Pay (Voluntary Time Off or “V.T.O.”). Subject
to the prior written approval of the appointing authority, employees may elect to take
furlough days or hours without pay (pre-authorized absence without pay), up to a
maximum of fifteen (15) calendar days for any one period. Longer pre-authorized
absences without pay are considered leaves of absence without pay. Employees who
take furlough time shall have their compensation for the portion of the month worked
computed in accord with subsection 5.6 (Compensation for Portion of Month) of this
MOU. Full-time and part-time employees who take furlough time shall have their
vacation, sick leave, floating holiday, and any other payroll computed accruals
computed as though they had worked the furlough time. When computing vacation,
sick leave, floating holiday and other accrual credits for employees taking furlough time,
this provision shall supersede subsections 10.1 (Holidays Observed), 11.1 (Vacation
Allowance), 11.4 (Accrual During Leave Without Pay), 12.2 (Credits to and Charges
Against Sick Leave), and 12.7 (Accrual During Leave Without Pay) of this MOU
regarding the computation of vacation, sick leave, floating holiday, and other accrual
February 9, 2016 Official Minutes 96
credits as regards furlough time only. For payroll purposes, furlough time (absence
without pay with prior authorization of the appointing authority) shall be reported
separately from other absences without pay to the Auditor-Controller. The existing
V.T.O. program shall be continued for the life of the contract.
14.4 Military Leave. Any employee who is ordered to serve as a member of
the State Militia or the United States Army, Navy, Air Force, Marine Corps, Coast Guard
or any division thereof shall be granted a military leave for the period of such service,
plus ninety (90) days. Additionally, any employee who volunteers for service during a
mobilization under Executive Order of the President or Congress of the United States
and/or the State Governor in time of emergency shall be granted a leave of absence in
accordance with applicable state or federal laws. Upon the termination of such service
or upon honorable discharge, the employee shall be entitled to return to his/her position
in the classified service provided such still exists and the employee is otherwise
qualified, without any loss of standing of any kind whatsoever.
An employee who has been granted a military leave shall not, because of such
absence, suffer any loss of vacation, holiday, or sick leave privileges which may be
accrued at the time of such leave, nor shall the employee be prejudiced thereby with
reference to salary adjustments or continuation of employment. For purposes of
determining eligibility for salary adjustments or seniority in case of layoff or promotional
examination, time on military leave shall be considered as time in County service.
Any employee who has been granted a military leave, may upon return, be required to
furnish such evidence of performance of military service or of honorable discharge as
the Director of Human Resources may deem necessary.
14.5 Family Care and Medical Leave (FMLA/CFRA). Upon request to the
Public Defender, any eligible employee shall be entitled to twelve (12) weeks leave
(less if so requested by the employee) in any twelve (12) month period for any of the
reasons set forth in the federal Family Medical Leave Act (FMLA) and California Family
Rights Act (CFRA). The twelve (12) month period in which the twelve week leave
entitlement occurs is a “rolling” twelve (12) month period measured backward from the
date an employee uses any FMLA/CFRA leave. Under the “rolling” twelve (12) month
period, each time an employee takes FMLA/CFRA leave, the remaining leave
entitlement would be any balance of the twelve (12) weeks which has not been used
during the immediately preceding twelve (12) months. FMLA/CFRA leave eligibility and
use will be administered in accordance with the FMLA and CFRA and their
implementing regulations, as revised from time to time.
14.6 Pregnancy Disability Leave/How Leave Is Counted.
Insofar as pregnancy disability leave is used under subsection 12.3, paragraph B, sub-
paragraph 4 (Sick Leave Utilization for Pregnancy Disability), that time will not be
considered a part of the twelve (12) week family care leave period.
14.7 Group Health Plan Coverage. Employees who were members of one of
the group health plans prior to commencement of their leave of absence can maintain
their health plan coverage with the County contribution by maintaining their employment
February 9, 2016 Official Minutes 97
in pay status as described in subsection 14.8 (Leave Without Pay – Use of Accruals).
During the twelve (12) weeks of an approved family medical leave under subsection
14.5 (Family Care And Medical Leave) above, the County will continue its contribution
for such health plan coverage even if accruals are not available for use to maintain pay
status as required under subsection 14.8 (Leave Without Pay – Use of Accruals). In
order to maintain such coverage, employees are required to pay timely the full
employee contribution to maintain their group health plan coverage, either through
payroll deduction or by paying the County directly.
14.8 Leave Without Pay - Use of Accruals.
A. All Leaves of Absence. During the first twelve (12) month period of any
leave of absence without pay, an employee may elect to maintain pay
status each month by using available sick leave (if so entitled under
subsection 12.3 - Policies Governing the Use of Paid Sick Leave),
vacation, floating holiday, or other accruals or entitlements; in other
words, during the first twelve (12) months, a leave of absence without pay
may be "broken" into segments and accruals used on a monthly basis at
the employee's discretion. After the first twelve (12) months, the leave
period may not be "broken" into segments and accruals may not be used,
except when required by Long Term Disability (“LTD”) Benefit
Coordination (for employees in the Public Defender series) or by Sick
Leave Integration or as provided in the sections below.
B. California Family Rights Act (CFRA) and Federal Medical Leave Act
(FMLA). During the twelve (12) weeks of an approved family medical
leave (FMLA/CFRA), if a portion of that leave will be on a leave of
absence without pay, the employee will be required to use at least 0.1
hour of sick leave (if so entitled under subsection 12.3 - Policies
Governing the Use of Paid Sick Leave), vacation, floating holiday, or other
accruals or entitlements if such are available, although use of additional
accruals is permitted under subsection 14.8, paragraph A (All Leaves of
Absence) above.
C. Leave of Absence/Long Term Disability (LTD) Benefit Coordination. An
eligible employee who files an LTD claim and concurrently takes a leave
of absence without pay will be required to use accruals as provided in
subsection 14.8 (All Leaves of Absence) paragraph B herein during the
twelve (12) week entitlement period of a medical leave specified above. If
an eligible employee continues beyond the twelve (12) week entitlement
period on a concurrent leave of absence/LTD claim, the employee may
choose to maintain further pay status only as allowed under subsection
14.8 paragraph A (All Leaves of Absence) herein.
D. Sick leave accruals may not be used during any leave of absence, except
as allowed under subsection 12.3 (Policies Governing the Use of Paid
Sick leave).
February 9, 2016 Official Minutes 98
14.9 Leave of Absence Replacement and Reinstatement. Any permanent
employee who requests reinstatement to the classification held by the employee in the
same department at the time the employee was granted a leave of absence, shall be
reinstated to a position in that classification and department and then only on the basis
of seniority. In case of severance from service due to the reinstatement of a permanent
employee, the provisions of Section 10 (Workforce Reduction/Layoff/Reassignment)
shall apply.
14.10 Reinstatement From Family Care/Medical Leave. In the case of a
family care or medical leave, an employee on a 5/40 schedule shall be reinstated to the
same or comparable position if the return to work is after no more than ninety (90) work
days of leave from the initial date of a continuous leave, including use of accruals, or
within the equivalent on an alternate work schedule. A full-time employee taking an
intermittent or reduced work schedule leave shall be reinstated to the same or
comparable position if the return to work on a full schedule is after no more than seven
hundred twenty (720) hours, including use of accruals, of intermittent or reduced
schedule leave. At the time the original leave is approved, the appointing authority shall
notify the employee in writing of the final date to return to work, or the maximum
number of hours of leave, in order to guarantee reinstatement to the same or
comparable position. An employee on a schedule other than 5/40 shall have the time
frame for reinstatement to the same or comparable position adjusted on a pro rata
basis.
14.11 Salary Review While on Leave of Absence. The salary of an employee
who is on leave of absence from a County position on any anniversary date and who
has not been absent from the position on leave without pay more than six (6) months
during the preceding year, shall be reviewed on the anniversary date. Employees on
military leave shall receive salary increments that may accrue to them during the period
of military leave.
14.12 Unauthorized Absence. An unauthorized absence from the work site or
failure to report for duty after a leave request has been disapproved, revoked, or
canceled by the appointing authority, or at the expiration of a leave, shall be without
pay. Such absence may also be grounds for disciplinary action.
SECTION 15 - JURY DUTY AND WITNESS DUTY
15.1 Jury Duty.
A. When called for jury duty, County employees, like other citizens, are
expected to discharge their jury duty responsibilities.
B. Employees shall advise their department as soon as possible if scheduled
to appear for jury duty.
C. If summoned for jury duty in a Superior or Federal Court, or a Coroners
jury, employees may remain in their regular County pay status, or they
February 9, 2016 Official Minutes 99
may take paid leave (vacation, floating holiday, etc.) or leave without pay
and retain all fees and expenses paid to them.
D. When an employee is summoned for jury duty selection or is selected as
a juror in a Superior or Federal Court, employees may remain in a regular
pay status if they waive all fees (other than mileage), regardless of shift
assignment and the following shall apply:
1.If an employee elects to remain in a regular pay status and waive
or surrender all fees (other than mileage), the employee shall
obtain from the Clerk or Jury Commissioner a certificate indicating
the days attended and noting that fees other than mileage are
waived or surrendered. The employee shall furnish the certificate
to his department where it will be retained as a department record.
An "Absence/Overtime Record" (“AOR”) is not required.
2.An employee who elects to retain all fees must take leave
(vacation, floating holiday, etc.) or leave without pay. A court
certificate is not required but an Absence/Overtime Record (“AOR”)
must be submitted to the department payroll clerk.
E. Employees are not permitted to engage in any employment regardless of
shift assignment or occupation before or after daily jury service that would
affect their ability to properly serve as jurors.
F. An employee on short notice standby to report to court, whose job duties
make short notice response impossible or impractical, shall be given
alternate work assignments for those days to enable them to respond to
the court on short notice.
G. When an employee is required to serve on jury duty, the County will adjust
that employee's work schedule to coincide with a Monday to Friday
schedule for the remainder of their service, unless the employee requests
otherwise.
15.2 Witness Duty. Employees called upon as a witness or an expert witness
in a case arising in the course of their work or the work of another department may
remain in their regular pay status and turn over to the County all fees and expenses
paid to them other than mileage allowance or they may take vacation leave or leave
without pay and retain all fees and expenses.
Employees called to serve as witnesses in private cases or personal matters (e.g.,
accident suits and family relations) shall take vacation leave or leave without pay and
retain all witness fees paid to them.
Retention or waiver of fees shall be governed by the same provisions as apply to jury
duty as set forth in subsection 15.1 (Jury Duty) of this MOU.
February 9, 2016 Official Minutes 100
Employees shall advise their department as soon as possible if scheduled to appear for
witness duty.
SECTION 16 - HEALTH, LIFE & DENTAL CARE
16.1 Health Plan Coverage.
The County will provide the medical and dental coverage for permanent
employees regularly scheduled to work twenty (20) or more hours per
week and for their eligible family members, expressed in one of the
Medical Plan contracts and one of the Dental Plan contracts between the
County and the following providers:
1.Contra Costa Health Plans (CCHP)
2.Kaiser Permanente Health Plan
3.Health Net
4.Delta Dental
5.DeltaCare (PMI)
Medical Plans:
All employees will have access to the following medical plans:
1.CCHP Plan A
2.Kaiser Permanente Plan B
3.Health Net HMO Plan B
4.Health Net PPO Plan A
5.Kaiser High Deductible Health Plan
The following additional medical plans will be available only to employees
hired before January 1, 2016, and will be eliminated for all employees
beginning January 1, 2018:
1.CCHP Plan B
2.Kaiser Permanente Plan A
3.Health Net HMO Plan A
4.Health Net PPO - all plans
16.2 Monthly Premium Subsidy:
A. The monthly premium subsidy in effect on January 1, 2015, for each
medical and/or dental plan, is a set dollar amount and is not a percentage
of the premium charged by the plan. The County will pay the following
monthly premium subsidy:
February 9, 2016 Official Minutes 101
Health & Dental Plans Employee Employee +1
Dependent
Employee +2 or
More Dependents
Contra Costa Health Plans (CCHP), Plan A $509.92 $1,214.90 $1,214.90
Contra Costa Health Plans (CCHP), Plan B $528.50 $1,255.79 $1,255.79
Kaiser Permanente Health Plans $478.91 $1,115.84 $1,115.84
Health Net HMO Plans $627.79 $1,540.02 $1,540.02
Health Net PPO Plans $604.60 $1,436.25 $1,436.25
County Selected High Deductible Health Plan $478.91 $1,115.84 $1,115.84
Delta Dental with CCHP A or B $41.17 $93.00 $93.00
Delta Dental with Kaiser or Health Net $34.02 $76.77 $76.77
Delta Dental without a Health Plan $43.35 $97.81 $97.81
DeltaCare (PMI) with CCHP A or B $25.41 $54.91 $54.91
DeltaCare (PMI) with Kaiser or Health Net $21.31 $46.05 $46.05
DeltaCare (PMI) without a Health Plan $27.31 $59.03 $59.03
B. If the County contracts with a medical or dental plan that is not listed
above the County will determine the monthly dollar premium subsidy that
it will pay to that medical or dental plan provider for employees and their
eligible family members.
C. In the event that the County premium subsidy amounts are greater than
one hundred percent (100%) of the applicable premium of any medical or
dental plan, for any plan year, the County’s contribution will not exceed
one hundred percent (100%) of the applicable plan premium.
D. In the event that a provider no longer offers to the County a medical or
dental plan listed in this Section 16 or a provider and the County do not
renew a medical or dental plan listed in this Section 16, the Association
agrees that the new medical or dental plans selected by the County to
replace the current plans will be available to employees represented by
the Association and the Association agrees that the new plans will replace
the medical or dental plans provided for in this MOU. The County will give
notice to the Association when any new medical or dental plans are
adopted and when they will be effective for employees represented by the
Association.
16.3 Retirement Coverage:
A. Upon Retirement:
1.Upon retirement and for the term of this agreement, eligible
employees and their eligible family members may remain in their
County health/dental plan, but without County-paid life insurance
coverage, if immediately before their proposed retirement the
employees and dependents are either active subscribers to one of
the County contracted health/dental plans or if while on authorized
leave of absence without pay, they have retained continuous
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coverage during the leave period. The County will pay the
health/dental plan monthly premium subsidies for eligible retirees
and their eligible family members set forth in subsection 16.2 -
Monthly Premium Subsidy.
2.Any person who becomes age 65 on or after March 1, 2011, and
who is eligible for Medicare must immediately enroll in Medicare
Parts A and B.
3.For employees hired on or after March 1, 2011, and their eligible
family members, no monthly premium subsidy will be paid by the
County for any health or dental plan after they separate from
County employment. However, any such eligible employee who
retires under the Contra Costa County Employees’ Retirement
Association (“CCCERA”) may retain continuous coverage of a
county health and/or dental plan provided that (i) he or she begins
to receive a monthly retirement allowance from CCCERA within
one hundred twenty (120) days of separation from County
employment and (ii) he or she pays the full premium cost under the
health and/or dental plan without any County premium subsidy.
B. Employees Who File For Deferred Retirement. Employees, who resign
and file for a deferred retirement and their eligible family members, may
continue in their County group health and dental plan under the following
conditions and limitations.
1.Health and dental coverage during the deferred retirement period is
totally at the expense of the employee, without any County
contributions.
2.Life insurance coverage is not included.
3. To continue health and dental coverage, the employee must:
a.be qualified for a deferred retirement under the 1937
Retirement Act provisions;
b.be an active member of a County group health and/or dental
plan at the time of filing their deferred retirement application
and elect to continue plan benefits;
c.be eligible for a monthly allowance from the Retirement
System and direct receipt of a monthly allowance within
twenty-four (24) months of application for deferred
retirement; and
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d.file an election to defer retirement and to continue health
benefits hereunder with the County Benefits Division within
thirty (30) days before separation from County service.
4.Deferred retirees who elect continued health benefits hereunder
and their eligible family members may maintain continuous
membership in their County health and/or dental plan group during
the period of deferred retirement by paying the full premium for
health and dental coverage on or before the 10th of each month, to
the Contra Costa County Auditor-Controller. When the deferred
retirees begin to receive retirement benefits, they will qualify for the
same health and/or dental plan coverage pursuant to Subsection
16.3 (Retirement Coverage) paragraph A as similarly situated
retirees who did not defer retirement.
5.Deferred retirees may elect retiree health benefits hereunder
without electing to maintain participation in their County health
and/or dental plan during their deferred retirement period. When
the deferred retirees begin to receive retirement benefits, they will
qualify for the same health and/or dental coverage pursuant to
Subsection 16.3 (Retirement Coverage) paragraph A as similarly
situated retirees who did not defer retirement, provided
reinstatement to a County group health and/or dental plan will only
occur following a three (3) full calendar month waiting period after
the month in which their retirement allowance commences.
6.Employees who elect deferred retirement will not be eligible in any
event for County health and/or dental plan subvention unless the
member draws a monthly retirement allowance within twenty-four
(24) months after separation from County service.
7.Deferred retirees and their eligible family members are required to
meet the same eligibility provisions for health/dental coverage as
similarly situated retirees who did not defer retirement.
C. Employees Hired After December 31, 2006 - Eligibility for Retiree Health
Coverage: All employees hired after December 31, 2006 are eligible for
retiree health/dental coverage pursuant to subsection 16.3 (Retirement
Coverage) paragraphs (A) and (B), above, upon completion of fifteen (15)
years of service as an employee of Contra Costa County. For purposes
of retiree health eligibility, one (1) year of service is defined as one
thousand (1,000) hours worked within one anniversary year. The existing
method of crediting service while an employee is on an approved leave of
absence will continue for the duration of this Agreement.
D. Subject to the provisions of subsection 16.3 (Retirement Coverage)
paragraphs A, B, and C and upon retirement and for the term of this
agreement, the following employees (and their eligible family members)
are eligible to receive a monthly premium subsidy for health and dental
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plans or are eligible to retain continuous coverage of such plans: each
employee who retires from a position or classification that was
represented by this bargaining unit at the time of his or her retirement.
E. For purposes of this subsection 16.3 (Retirement Coverage) only, ‘eligible
family members’ does not include Survivors of employees or retirees.
16.4 Health Plan Coverages and Provisions. The following provisions are
applicable regarding County Health and Dental Plan participation:
A. Health, Dental and Life Participation by Other Employees: Permanent
part-time employees working nineteen (19) hours per week or less may
participate in the County Health or Dental plans (with the associated life
insurance benefit) at the employee’s full expense.
B. Coverage Upon Separation: An employee who separates from County
employment is covered by his/her County health and/or dental plan
through the last day of the month in which he/she separates. Employees
who separate from County employment may continue group health and/or
dental plan coverage to the extent provided by the COBRA laws and
regulations.
16.5 Family Member Eligibility Criteria: The following persons may be
enrolled as the eligible Family Members of a medical or dental plan Subscriber:
A. Health Insurance
1.Eligible Dependents:
a.Employee’s legal spouse
b.Employee’s qualified domestic partner
c.Employee’s child to age 26
d.Employee’s Disabled Child who is:
(1) over age 26,
i.Unmarried; and,
ii.Incapable of sustaining employment due to a
physical or mental disability that existed prior to
the child’s attainment of age 19.
2.“Employee’s child” includes natural child, step-child, child of a
qualified domestic partner, adopted child and a child specified in a
Qualified Medical Child Support Order (QMCSO) or similar court
order.
February 9, 2016 Official Minutes 105
B. Dental Insurance
1.Eligible Dependents:
a.Employee’s legal spouse
b.Employee’s qualified domestic partner
c.Employee’s unmarried child who is:
(1) Under age 19; or
(2) Age 19, or above, but under age 24; and,
i.Resides with the Employee for more than 50%
of the year excluding time living at school; and,
ii.Receives at least 50% of support from
Employee; and,
iii.Is enrolled and attends school on a full-time
basis, as defined by the school.
d.Employee’s disabled child who is:
(1) Over age 19,
i.Unmarried; and,
ii.Incapable of sustaining employment due to a
physical or mental disability that existed prior to
the child’s attainment of age 19.
2.“Employee’s child” includes natural child, child of a qualified
domestic partner, step-child, adopted child and a child specified in
a Qualified Medical Child Support Order (QMCSO) or similar court
order.
16.6 Dual Coverage.
A. Each employee and retiree may be covered by only a single County
health (or dental) plan, including a CalPERS plan. For example, a County
employee may be covered under a single County health and/or dental
plan as either the primary insured or the dependent of another County
employee or retiree, but not as both the primary insured and the
dependent of another County employee or retiree.
B. All dependents, as defined in Section 16.5, (Family Member Eligibility
Criteria), may be covered by the health and/or dental plan of only one
spouse or one domestic partner. For example, when both husband and
wife are County employees, all of their eligible children may be covered as
dependents of either the husband or the wife, but not both.
C. For purposes of this subsection 16.7 (Dual Coverage) only, “County”
includes the County of Contra Costa and all special districts governed by
the Board of Supervisors, including, but not limited to, the Contra Costa
County Fire Protection District.
February 9, 2016 Official Minutes 106
16.7
A.
Medical Plan Cost-Sharing on and after January 1, 2016.
For Employees in the Classifications of Deputy Public Defender I, II,
III, or IV: For the plan year that begins on January 1, 2016, the County
will pay the monthly premium subsidy for medical plans stated in
subsection 16.2.A., and adjust the amounts paid by the County so that
the employee cost for the 2016 plan year does not increase and in
recognition of the increases to the Employee Plus Two or More
Dependents medical premiums caused by the shift to a three-tier
structure. In total, the County will pay the following amounts for the 2016
plan year:
Medical Plans Employee Employee +1
Dependent
Employee +2 or
More Dependents
Contra Costa Health Plans (CCHP), Plan A $530.56 $1,049.81 $1,646.89
Contra Costa Health Plans (CCHP), Plan B $549.42 $1,068.65 $1,737.03
Kaiser Permanente Health Plan A $435.38 $803.96 $1,493.79
Kaiser Permanente Health Plan B $445.04 $881.68 $1,407.40
Health Net HMO Plan A $669.34 $1,131.34 $2,280.09
Health Net HMO Plan B $662.01 $1,280.20 $2,060.75
Health Net PPO Plan A $727.94 $1,112.03 $2,755.43
Health Net PPO Plan B $715.64 $1,144.40 $2,623.86
County Selected High Deductible Health Plan $447.04 $916.72 $1,387.40
B. For Employees in the Classifications of Public Defender
Investigative Aide, Public Defender Investigative Assistant,
Public Defender Investigator I and II, and Sr. Public Defender
Investigative Aide:
1.The two-tier plan structure in effect for the 2015 plan year will
continue for the 2016 plan year for these employees in these
classifications.
2.For the plan year that begins on January 1, 2016, the County will
pay the monthly premium subsidy for medical plans stated in
subsection 16.2.A. for two-tier plan structure, and adjust the
amounts paid by the County to offset a portion of the employee
cost for the 2016 plan year. In total the County will pay the
following amounts for the 2016 plan year:
Medical Plans Employee Employee+1 or
More Dependents
Contra Costa Health Plans (CCHP), Plan A $582.54 $1,363.03
Contra Costa Health Plans (CCHP), Plan B $607.05 $1,417.65
Kaiser Permanente Health Plan A $505.01 $1,152.73
Kaiser Permanente Health Plan B $515.99 $1,178.31
Health Net HMO Plan A $754.88 $1,826.34
Health Net HMO Plan B $721.49 $1,744.46
Health Net PPO Plan A $784.06 $1,436.25
Health Net PPO Plan B $784.06 $1,436.25
County Selected High Deductible Health Plan $447.04 $916.72
February 9, 2016 Official Minutes 107
3.For the plan year that begins on January 1, 2017, the County will
pay the monthly premium subsidy for medical plans as set forth in
16.7.A. and 16.7.C. with a three-tier structure.
C. For the plan year that begins on January 1, 2017, and for the term of this
agreement, if there is an increase in the monthly premium, including any
plan premium penalty, charged by a medical plan, the County and the
employee will each pay fifty percent (50%) of the monthly increase that is
above the amount of the 2016 plan premium. The fifty percent (50%)
share of the monthly medical plan increase paid by the County is in
addition to the amounts paid by the County in subsection 16.7.A. for
medical plans. If the monthly premium charged for a Kaiser Permanente
Plan B tier is less than the amount paid by the County pursuant to
subsection 16.7.A. for that tier, then the difference (100% of the savings)
will be divided equally among the other Kaiser Permanente Plan B tiers.
The savings amount will be added to the medical plan premium cost-
sharing increase amounts paid by the County in a plan year.
D. 2016 Plan Premium Amounts: For purposes of calculating the County
and Employee cost-sharing increases described in subsection 16.7.C,
above, the following are the 2016 total monthly medical plan premium
amounts:
Medical Plans Employee Employee +1
Dependent
Employee +2 or
More Dependents
Contra Costa Health Plans (CCHP), Plan A $657.08 $1,314.15 $1,971.23
Contra Costa Health Plans (CCHP), Plan B $728.38 $1,456.77 $2,185.15
Kaiser Permanente Health Plan A $749.80 $1,499.60 $2,249.39
Kaiser Permanente Health Plan B $585.68 $1,171.36 $1,757.04
Health Net HMO Plan A $1,208.76 $2,417.52 $3,626.27
Health Net HMO Plan B $840.55 $1,681.10 $2,521.65
Health Net PPO Plan A $1,643.40 $3,286.80 $4,930.20
Health Net PPO Plan B $1,479.47 $2,958.94 $4,438.40
Kaiser High Deductible Health Plan $470.10 $940.21 $1,410.32
16.8 Life Insurance Benefits. For employees who are enrolled in the
County’s program of medical or dental coverage as either the primary or the dependent,
term life insurance in the amount of ten thousand dollars ($10,000) will be provided by
the County. For Deputy Public Defender Attorneys, additional Group Term Life
Insurance in the amount of forty-five thousand dollar ($45,000) will be provided by the
County.
16.9 Supplemental Life Insurance. In addition to the life insurance benefits
provided by this agreement, employees may subscribe voluntarily and at their own
expense for supplemental life insurance. Employees may subscribe for an amount not
to exceed five hundred thousand dollars ($500,000), of which one hundred thousand
February 9, 2016 Official Minutes 108
($100,000) is a guaranteed issue, provided the election is made within the required
enrollment periods.
16.10 Health Care Spending Account. After six (6) months of permanent
employment, full and part-time (20/40 or greater) employees may elect to participate in
a Health Care Spending Account (HCSA) Program designated to qualify for tax savings
under Section 125 of the Internal Revenue Code, but such savings are not guaranteed.
The HCSA Program allows employees to set aside a predetermined amount of money
from their pay, not to exceed the maximum amount authorized by federal law, per
calendar year, of before tax dollars, for health care expenses not reimbursed by any
other health benefit plans. HCSA dollars may be expended on any eligible medical
expenses allowed by Internal Revenue Code Section 125. Any unused balance is
forfeited and cannot be recovered by the employee.
16.11 PERS Long-Term Care. The County will deduct and remit monthly
premiums to the PERS Long-Term Care Administrator for employees who are eligible
and voluntarily elect to purchase long-term care at their personal expense through the
PERS Long-Term Care Program.
16.12 Dependent Care Assistance Program. The County offers the option of
enrolling in a Dependent Care Assistance Program (DCAP) designed to qualify for tax
savings under Section 129 of the Internal Revenue Code, but such savings are not
guaranteed. The program allows employees to set aside a predetermined amount of
annual salary not to exceed the lesser of either five thousand dollars ($5,000) or the
maximum amount authorized by federal law, of annual salary (before taxes) per
calendar year, of before-tax dollars to pay for eligible dependent care (child and elder
care) expenses. Any unused balance is forfeited and cannot be recovered by the
employee.
16.13 Premium Conversion Plan. The County offers the Premium Conversion
Plan (PCP) designed to qualify for tax savings under Section 125 of the Internal
Revenue Code, but tax savings are not guaranteed. The program allows employees to
use pre-tax dollars to pay health and dental premiums.
16.14 Prevailing Section. To the extent that any provision of this Section 16
(Health, Life and Dental Care) is inconsistent with any provision of any other County
enactment or policy, including but not limited to Administrative Bulletins, the Salary
Regulations, the Personnel Management Regulations, or any other agreement or order
of the Board of Supervisors, the provision(s) of this Section 16 (Health, Life and Dental
Care) will prevail.
16.15 Rate Information. The County Benefits Division will make health and
dental plan rate information available upon request to employees and departments. In
addition, the County Benefits Division will publish and distribute to employees and
departments information about rate changes as they occur during the year.
16.16 Partial Month. The County's contribution to the health plan premium is
payable for any month in which the employee is paid. If an employee is not paid
February 9, 2016 Official Minutes 109
enough compensation in a month to pay the employee share of the premium, the
employee must make up the difference by remitting the amount delinquent to the
Auditor-Controller. The responsibility for this payment rests with the employee. If
payment is not made, the employee shall be dropped from the health plan.
16.17 Coverage During Absences.
Employees shall be allowed to maintain their health plan coverage at the County group
rate for twelve (12) months if on approved leave of absence provided that the employee
shall pay the entire premium (i.e. both employer and employee share) for the health
plan during said leave. Said payment shall be made by the employee at a time and
place specified by the County. Late payment shall result in cancellation of health plan
coverage.
An employee on leave in excess of twelve (12) months may continue group coverage
subject to the provisions of the Consolidated Omnibus Budget Reconciliation Act
(COBRA) provided the employee pays the entire cost of coverage, plus any
administrative fees, for the option selected. The entire cost of coverage shall be paid at
a place and time specified by the County. Late payment may result in cancellation of
health plan coverage with no reinstatement allowed.
16.18 Child Care. The County will continue to support the concept of non-profit
child care facilities similar to the “Kid’s at Work” program established in the Public
Works Department.
16.19 Health Benefit Coverage for Employees Not Otherwise Covered. To
access County health plans, an employee represented by the Association who is not
otherwise eligible for health coverage by the County, must be eligible to receive an offer
of coverage from the County under the federal Patient Protection and Affordable Care
Act (“ACA”) (42 U.S.C. § 18081). Employees eligible to receive an offer of coverage
(and qualified dependents), will be offered access to the County’s lowest cost, single
individual health insurance plan as determined by the County. Employees will be
responsible for the full premium cost of coverage. This provision is not subject to the
grievance process.
SECTION 17 - PROBATIONARY PERIOD
17.1 Duration. All appointments from officially promulgated employment lists
for original entrance and promotion shall be subject to a probationary period. The
probationary period shall be nine (9) months for original entrance appointments and six
(6) months for promotional appointments, except that the probationary period for
Deputy Public Defenders shall be six (6) months for original entrance and promotional
appointments.
17.2 Revised Probationary Period. When the probationary period for a class
is changed, only new appointees to positions in the classification shall be subject to the
revised probationary period.
February 9, 2016 Official Minutes 110
17.3 Criteria. The probationary period shall date from the time of appointment
to a permanent position after certification from an eligible list. It shall not include time
served under provisional appointment or under appointment to limited term positions or
any period of continuous leave of absence without pay or period of work connected
disability exceeding fifteen (15) calendar days.
17.4 Rejection During Probation/Appeal.
A. An employee who is rejected during the probation period and restored to
the eligible list shall begin a new probationary period if subsequently
certified and appointed.
B. Notwithstanding any other provisions of this section, an employee
(probationer) shall have the right to appeal from any rejection during the
probationary period based on political, or religious or Association
activities, or race, color, national origin, sex, age, disability, or sexual
orientation.
C. The appeal must be written, must be signed by the employee and set
forth the grounds and facts by which it is claimed that grounds for appeal
exist under subsection 18.4 (Rejection During Probation/Appeal)
paragraph B and must be filed through the Director of Human Resources
to the Merit Board by 5:00 p.m. on the seventh (7th) calendar day after the
date of delivery to the employee of notice of rejection.
D. The Merit Board shall consider the appeal, and if it finds probable cause
to believe that the rejection may have been based on grounds prohibited
in subsection 17.4 (Rejection During Probation/Appeal) paragraph B, it
may refer the matter to a Hearing Officer for hearing, recommended
findings of fact, conclusions of law and decision, pursuant to the relevant
provisions of the Merit Board rules in which proceedings the rejected
probationer has the burden of proof.
E. If the Merit Board finds no probable cause for a hearing, it shall deny the
appeal. If, after hearing, the Merit Board upholds the appeal, it shall direct
that the appellant be reinstated in the position and the appellant shall
begin a new probationary period unless the Merit Board specifically
reinstates the former period.
17.5 Regular Appointment. The regular appointment of a probationary
employee shall begin on the day following the end of the probationary period, subject to
the condition that the Director of Human Resources receive from the appointing
authority a statement in writing that the services of the employee during the
probationary period were satisfactory and that the employee is recommended for
permanent appointment. A probationary employee may be rejected at any time during
the probation period without regard to the Skelly provisions of this Memorandum,
without notice and without right of appeal or hearing. If the appointing authority has not
returned the probation report, a probationary employee may be rejected from the
February 9, 2016 Official Minutes 111
service within a reasonable time after the probation period for failure to pass probation.
If the appointing authority fails to submit in a timely manner the proper written
documents certifying that a probationary employee has served in a satisfactory manner
and later acknowledges it was his or her intention to do so, the regular appointment
shall begin on the day following the end of the probationary period.
Notwithstanding any other provisions of the MOU, an employee rejected during the
probation period from a position in the Merit System to which the employee had been
promoted or transferred from an eligible list, shall be restored to a position in the
department from which the employee was promoted or transferred. An employee
dismissed for other than disciplinary reasons within six (6) months after being promoted
or transferred from a position in the Merit System to a position not included in the Merit
System shall be restored to a position in the classification in the department from which
the employee was promoted or transferred.
A probationary employee who has been rejected or has resigned during probation shall
not be restored to the eligible list from which the employee was certified unless the
employee receives the affirmative recommendation from the appointing authority and is
certified by the Director of Human Resources whose decision is final. The Director of
Human Resources shall not certify the name of a person restored to the eligible list to
the same appointing authority by whom the person was rejected from the same eligible
list, unless such certification is requested in writing by the appointing authority.
17.6 Layoff During Probation. An employee who is laid off during probation,
if reemployed in the same class by the same department, shall be required to complete
only the balance of the required probation. If reemployed in another department or in
another classification, the employee shall serve a full probationary period. An
employee appointed to a permanent position from a layoff or reemployment list is
subject to a probation period if the position is in a department other than the
department from which the employee separated, displaced, or voluntarily demoted in
lieu of layoff. An appointment from a layoff or reemployment list is not subject to a
probation period if the position is in the department from which the employee
separated, displaced or voluntarily demoted in lieu of layoff.
17.7 Rejection During Probation of Layoff Employee. An employee who
has achieved permanent status in the class before layoff and who subsequently is
appointed from the layoff list and then rejected during the probation period shall be
automatically restored to the layoff list, unless discharged for cause, if the person is
within the period of layoff eligibility. The employee shall begin a new probation period if
subsequently certified and appointed in a different department or classification than that
from which the employee was laid off.
SECTION 18 - PROMOTION
18.1 Competitive Exam. Promotion shall be by competitive examination
unless otherwise provided in this MOU.
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18.2 Promotion Policy. The Director of Human Resources, upon request of
an appointing authority, shall determine whether an examination is to be called on a
promotional basis.
18.3 Open Exam. If an examination for one of the classes represented by the
Association is proposed to be announced on an Open only basis the Director of Human
Resources shall give five (5) days prior notice of such proposed announcement and
shall meet at the request of the Association to discuss the reasons for such open
announcement.
18.4 Promotion via Reclassification Without Examination. Notwithstanding
other provisions of this Section, an employee may be promoted from one classification
to a higher classification and his/her position reclassified at the request of the
appointing authority and under the following conditions:
A. An evaluation of the position(s) in question must show that the duties and
responsibilities have significantly increased and constitute a higher level of
work.
B. The incumbent of the position must have performed at the higher level for
six (6) months.
C. The incumbent must meet the minimum education and experience
requirements for the higher class.
D. The action must have approval of the Director of Human Resources.
E. The Association approves such action. The appropriate rules regarding
probationary status and salary on promotion are applicable.
18.5 Requirements for Promotional Standing. In order to qualify for an
examination called on a promotional basis, an employee must have probationary or
permanent status in the merit system and must possess the minimum qualifications for
the class. Applicants will be admitted to promotional examinations only if the
requirements are met on or before the final filing date. If an employee who is qualified
on a promotional employment list is separated from the merit system, except by layoff,
the employee's name shall be removed from the promotional list.
18.6 Seniority Credits. Employees who have qualified to take promotional
examinations and who have earned a total score, not including seniority credits, of
seventy (70) percent or more, shall receive, in addition to all other credits, five one-
hundredths of one percent (.05%) for each completed month of service as a permanent
County employee continuously preceding the final date for filing application for said
examination. For purposes of seniority credits, leaves of absence shall be considered
as service. Seniority credits shall be included in the final percentage score from which
the rank on the promotional list is determined. No employee, however, shall receive
more than a total of five percent (5%) credit for seniority in any promotional
examination.
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18.7 Release Time for Physical Examination. County employees who are
required as part of the promotional examination process to take a physical examination
shall do so on County time at the County’s expense.
18.8 Release Time for Examinations. Permanent employees will be granted
reasonable time from work without loss of pay to take County examinations or to go to
interviews for a County position provided the employees give the Department sufficient
notice of the need for time off. “Reasonable” release time shall include time for travel
and interviewing/testing.
SECTION 19 – RESIGNATIONS
19.1 Resignation Procedure. An employee's voluntary termination of service
is a resignation. Written resignations shall be forwarded to the Human Resources
Department by the appointing authority immediately on receipt, and shall indicate the
effective date of termination. Oral resignation shall be immediately confirmed by the
appointing authority in writing to the employee and to the Human Resources
Department and shall indicate the effective date of termination.
19.2 Resignation in Good Standing. A resignation giving the appointing
authority written notice at least two (2) weeks in advance of the last date of service
(unless the appointing authority requires a longer period of notice, or consents to the
employee's terminating on shorter notice) is a resignation in good standing.
19.3 Constructive Resignation. A constructive resignation occurs and is
effective when:
A. An employee has been absent from duty for five (5) consecutive working
days without leave; and
B. Five (5) more consecutive work days have elapsed without response by
the employee after the receipt of a registered or certified letter citing a
notice of resignation by the appointing authority to the employee at the
employee's last known address, but no more than ten (10) working days
from mailing of said notice.
19.4 Effective Resignation. A resignation is effective when delivered or
spoken to the appointing authority, operative on that date or another date specified. An
employee who resigns without advance notice, as set forth in subsection 19.2
(Resignation in Good Standing), may seek rescission of the resignation and
reinstatement by delivering an appeal in writing to the Human Resources not later than
close of business on the third (3rd) calendar day after the resignation is effective.
Within five (5) work days of receipt of the appeal, the Director of Human Resources
shall consider the appeal and render a final and binding decision including, if
applicable, the date of reinstatement.
SECTION 19 - RESIGNATIONS
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19.5 Revocation. A resignation that is effective is revocable only by written
concurrence of the employee and the appointing authority.
19.6 Coerced Resignations.
A. Time Limit. A resignation which the employee believes has been coerced
by the appointing authority may be revoked within seven (7) calendar days
after its expression, by serving written notice on the Director of Human
Resources and a copy to the appointing authority.
B. Reinstatement. If the appointing authority acknowledges that the
employee could have believed that the resignation was coerced, it shall
be revoked and the employee returned to duty effective on the day
following the appointing authority's acknowledgment without loss of
seniority or pay.
C. Contest. Unless, within seven (7) days of the receipt of the notice, the
appointing authority acknowledges that the resignation could have been
believed to be coerced, this question should be handled as an appeal to
the Merit Board. In the alternative, the employee may file a written
election with the Director of Human Resources waiving the employee's
right of appeal to the Merit Board in favor of the employee's appeal rights
under the grievance procedure contained in Section 21 of the MOU
beginning with Step 3.
D. Disposition. If a final decision is rendered that determines that the
resignation was coerced, the resignation shall be deemed revoked and
the employee returned to duty effective on the day following the decision
but without loss of seniority or pay, subject to the employee's duty to
mitigate damages.
SECTION 20 - DISMISSAL, SUSPENSION, TEMPORARY REDUCTION IN PAY, AND
DEMOTION
20.1 Sufficient Cause for Action. The appointing authority may dismiss,
suspend, temporarily reduce the pay of, or demote any employee for cause. The
reduction in pay may not exceed five percent (5%) for a three (3) month period. The
following are sufficient causes for such action; the list is indicative rather than inclusive
of restrictions and dismissal, suspension or demotion may be based on reasons other
than those specifically mentioned:
A. Absence without leave.
B. Conviction of any criminal act involving moral turpitude.
C. Conduct tending to bring the merit system into disrepute.
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D. Disorderly or immoral conduct.
E. Incompetence or inefficiency.
F. Insubordination.
G. Being at work under the influence of liquor or drugs, carrying onto the
premises liquor or drugs or consuming or using liquor or drugs during work
hours and/or on County premises.
H. Neglect of duty (i.e. non-performance of assigned responsibilities).
I. Negligent or willful damage to public property or waste of public supplies
or equipment.
I. Violation of any lawful or reasonable regulation or order given by a
supervisor or Department Head.
K. W illful violation of any of the provisions of the merit system ordinance or
Personnel Management Regulations.
L. Material and intentional misrepresentation or concealment of any fact in
connection with obtaining employment.
M. Misappropriation of County funds or property.
N. Unreasonable failure or refusal to undergo any physical, medical and/or
psychiatric exam and/or treatment authorized by this MOU.
O. Dishonesty or theft.
P. Excessive or unexcused absenteeism and/or tardiness.
Q. Sexual harassment, including but not limited to unwelcome sexual
advances, requests for sexual favors, and other verbal, or physical
conduct of a sexual nature, when such conduct has the purpose or effect
of affecting employment decisions concerning an individual, or
unreasonably interfering with an individual's work performance, or creating
an intimidating and hostile working environment.
20.2 Skelly Requirements. Before taking a disciplinary action to dismiss,
suspend for more than five (5) work days, temporarily reduce the pay of, or demote an
employee, the appointing authority shall cause to be served personally or by certified
mail, on the employee, a Notice of Proposed Action, which shall contain the following:
A. A statement of the action proposed to be taken.
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B. A copy of the charges; including the acts or omissions and grounds upon
which the action is based.
C. If it is claimed that the employee has violated a rule or regulation of the
County, department or district, a copy of said rule shall be included with
the notice.
D. A statement that the employee may review and request copies of
materials upon which the proposed action is based.
E. A statement that the employee has seven (7) calendar days to respond to
the appointing authority either orally or in writing.
20.3 Employee Response. The employee upon whom a Notice of Proposed
Action has been served shall have seven (7) calendar days to respond to the appointing
authority either orally or in writing before the proposed action may be taken. Upon
request of the employee and for good cause, the appointing authority may extend in
writing the period to respond. If the employee's response is not filed within seven (7)
days or during an extension, the right to respond is lost.
20.4 Leave Pending Employee Response. Pending response to a Notice of
Proposed Action within the first seven (7) days or extension thereof, the appointing
authority for cause specified in writing may place the employee on temporary leave of
absence, with pay.
20.5 Length of Suspension. Suspensions without pay shall not exceed thirty
(30) days unless ordered by an arbitrator, an adjustment board or the Merit Board.
20.6 Procedure on Dismissal, Suspension, Temporary Reduction in Pay,
or Demotion.
A. Written Order Required. In any disciplinary action to dismiss, suspend,
temporarily reduce the pay of, or demote an employee having permanent
status in a position in the merit system, after having complied with the
Skelly requirements where applicable, the appointing authority shall make
an order in writing stating specifically the causes for the action.
B. Service of Order. Said order of dismissal, suspension, temporary
reduction in pay, or demotion shall be filed with the Director of Human
Resources, showing by whom and the date a copy was served upon the
employee to be dismissed, suspended, temporarily reduced in pay, or
demoted, either personally or by certified mail to the employee's last
known mailing address. The order shall be effective either upon personal
service or deposit in the U.S. Postal Service.
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C. Employee Appeals from Order. The employee may appeal an order of
dismissal, suspension, temporary reduction in pay, or demotion either to
the Merit Board or through the procedures of Section 21 (Grievance
Procedure) of this MOU provided that such appeal is filed in writing with
the Director of Human Resources within ten (10) calendar days after
service of said order. An employee may not both appeal to the Merit
Board and file a grievance under Section 21 (Grievance Procedure) of this
MOU.
20.7 Employee Representation Rights. The County recognizes an
employee’s right to representation during an investigatory interview or meeting which
may result in discipline. The County shall not interfere with the representative’s right to
assist an employee to clarify the facts during the interview. If the employee requests an
Association representative, the investigatory interview shall be temporarily recessed for
a reasonable period of time until a Association representative can be present. For
those interviews, which by nature of the incident must take place immediately, the
Association will take all reasonable steps to make an Association representative
immediately available. The employer shall inform the employee of the general nature of
the investigation at the time the employer directs the employee to be interviewed.
SECTION 21 - GRIEVANCE PROCEDURE
21.1 Definition and Procedural Steps. A grievance is any dispute that
involves the interpretation or application of any provision of this MOU excluding,
however, those provisions of this MOU that specifically provide that the decision of any
County official shall be final, the interpretation or application of those provisions is not
subject to the grievance procedure. An employee may elect to appeal disciplinary
action through this grievance procedure, or to the Merit Board on matters within its
jurisdiction, but not both. The Association may represent the grievant at any step of the
process.
Grievances must be filed within thirty (30) calendar days of the incident or occurrence
about which the grievant claims to have a grievance and shall be processed in the
following manner:
Step 1. The Association or any employee or group of employees (“grievant”) who
believes that a provision of this MOU has been misinterpreted or misapplied to his, her,
or their detriment shall discuss the complaint with the grievant's immediate supervisor,
who shall meet with the grievant within five (5) work days of receipt of a written request
to hold such meeting. The supervisor will advise the grievant in writing, within five (5)
work days of the meeting, whether the grievance is granted or denied. The supervisor
shall deliver his/her determination to the departmental mailbox of one of the three
Public Defenders designated by the Association as Association representatives or email
it to all three.
Step 2. If an issue is not satisfactorily resolved in Step 1 above, the Association may
submit the grievance in writing to the Public Defender or his or her designee. This
request must be filed no more than ten (10) work days after the step 1 letter from the
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supervisor is delivered to the Association. This formal written grievance must state
which provision(s) of the MOU has been misinterpreted or misapplied, how it has been
misinterpreted or misapplied, how misapplication or misinterpretation has affected the
grievant to the grievant's detriment, and the redress the Association seeks. A copy of
each written communication regarding a grievance must be filed with the Director of
Human Resources. The Public Defender or his or her designee shall have ten (10)
work days in which to respond to the grievance in writing stating the reason(s) for the
disposition of the grievance. The response shall be hand-delivered to the departmental
mailbox of one of the three Public Defender representatives designated by the
Association as Association representatives or email it to all three.
Step 3. If a grievance is not resolved at Step 2, the Association may submit the
grievance to the Human Resources Director in writing within ten (10) work days after
receipt of the grievance at Step 2 response is delivered to the Association. Within
twenty (20) work days after receipt of the grievance at Step 2, the Human Resources
Director or designee must meet with the Association and the Public Defender or his/her
designee to discuss the facts, discuss other potentially relevant information or avenues
of inquiry and any terms either party wishes to offer to resolve the grievance.
Both parties shall be prepared and present the following information to the other party
in the course of the step 3 meeting:
1.The name of the grievant(s);
2.The specific contract provision(s) allegedly violated in each instance;
3.A statement of the facts that show the time, place and manner of each alleged
breach;
4.A copy of each relevant document available at the time of the Step 3 meeting;
and
5.The specific remedy sought.
Within fifteen (15) working days after the Step 3 meeting, the Human Resources
Director or his/her designee shall hand deliver, to the departmental mail box of one of
the three Public Defenders designated by the Association to represent the Association
or by email to all three, a written response to the grievance stating the reason(s) for the
disposition of the grievance.
Step 4. If the grievance is not resolved at step 3, either party may notify the other, in
writing within fifteen (15) work days of the delivery of step 3 response, of its desire to
arbitrate the grievance. The parties will mutually select an arbitrator from a list of five (5)
impartial arbitrators on which the parties have previously agreed. If the selected
arbitrator is unable to offer a date for the arbitration within one hundred twenty (120)
days of the request shall be skipped. The arbitrator whose name was struck
immediately before the arbitrator that was first selected will then serve as the arbitrator,
subject to the same scheduling requirement. The parties will alternately strike from the
list to select the arbitrator, the order of striking to be determined by lot. Vacancies on
the list will be filled by mutual agreement.
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The decision of the arbitrator shall be final and binding. The arbitrator will not have the
right to alter, amend, delete, or add to any of the terms of this Agreement. The
arbitrator will have full authority to fashion an appropriate remedy.
The fees and expenses of the arbitrator and the court reporter (if any) will be shared
equally by the Association and the County. If either party wishes to have a court
reporter, one will be used and his/her fees and expenses will be shared equally. Each
party will bear the costs of its own presentation including, but not limited to, preparation
and post-hearing briefs, if any.
21.2 Filing By The Association At Step 3. The Association may file a
grievance at Step 3 on behalf of affected employees when action by the County
Administrator or the Board of Supervisors allegedly violates a provision of this MOU.
21.3 Time Limits. The time limits specified above may be waived by mutual
agreement of the parties to the grievance. If the County fails to meet the time limits
specified in Steps 1 through 3 above, the grievance will automatically move to the next
step. If a grievant fails to meet the time limits specified in Steps 1 through 4 above, the
grievance will be deemed to have been withdrawn. Any procedural issue of arbitrability,
including compliance with time limits, will be decided by the arbitrator.
21.4 Strike/Work Stoppage. During the term of this MOU, the Association, its
members and representatives, agree that it and they will not engage in, authorize,
sanction, or support any strike, slowdown, stoppage of work, sick-out, or refusal to
perform customary duties. In the case of a legally declared lawful strike against a
private or public sector employer which has been sanctioned and approved by the labor
body or council having jurisdiction, an employee who is in danger of physical harm shall
not be required to cross the picket line, provided the employee advises his or her
supervisor as soon as possible, and provided further that an employee may be required
to cross a picket line where the performance of his or her duties is of an emergency
nature and/or failure to perform such duties might cause or aggravate a danger to
public health or safety.
SECTION 22 - BILINGUAL PAY
A salary differential of one hundred dollars ($100) per month shall be paid incumbents
of positions requiring bilingual proficiency as designated by the appointing authority and
Director of Human Resources. Said differential shall be paid to eligible employees in
paid status for any portion of a given month. Designation of positions for which
bilingual proficiency is required is the sole prerogative of the County. The Association
shall be notified when such designations are made.
SECTION 23 - RETIREMENT
23.1 Contribution.
A. Effective on November 1, 2012, employees are responsible for the payment of
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one hundred percent (100%) of the employees’ basic retirement benefit
contributions determined annually by the Board of Retirement of the Contra
Costa County Employees’ Retirement Association without the County paying any
part of the employees’ contribution. Employees are also responsible for the
payment of the employees' contributions to the retirement cost of living program
as determined annually by the Board of Retirement, without the County paying
any part of the employees’ contributions. The County is responsible for one
hundred percent (100%) of the employer’s retirement contributions determined
annually by the Board of Retirement.
B. The Association will pay the county thirty-four thousand dollars ($34,000) to
compensate the county for the lost savings associated with the delay in
implementation of Section 23.1A above. Payment will be due upon ratification of
the MOU by the Board of Supervisors.
23.2 Retirement Benefits – Employees Who Become Members of CCCERA
After December 31, 2012.
A. For employees who become members of the Contra Costa County Employees
Retirement Association (CCCERA) after December 31, 2012, retirement benefits
are governed by the California Public Employees Pension Reform Act of 2013
(PEPRA), (Chapters 296, 297, Statutes of 2012). To the extent PEPRA conflicts
with any provision of this Agreement, PEPRA will govern.
B. For employees who become members of the Contra Costa County Employees
Retirement Association (CCCERA) after December 31, 2012, the cost of living
adjustment to the retirement allowance will not exceed two percent (2%) per
year, and the cost of living adjustment will be banked.
C. The County will seek legislation amending the County Employees Retirement
Law of 1937 to clarify that the current Tier III disability provisions apply to
employees who, under PEPRA, become New Members of CCCERA. The
Association will support the legislation, in addition to the County, by calling and
sending a letter (on Association letterhead) in support of the bill to the state
legislator sponsoring the bill, on or before the date specified by the County. In
addition, if requested by the County, the Association will testify in support of the
bill before the state legislative committees considering the bill.
SECTION 24 - TRAINING AND PROFESSIONAL EXPENSE REIMBURSEMENT
24.1 Deputy Public Defender Professional Expenses. The County shall
reimburse each Deputy Public Defender up to a maximum of six hundred dollars ($600)
for each fiscal year for the following types of expenses: membership dues in legal,
professional associations; purchase of legal publications; legal on-line computer
services; and training and travel costs for educational courses related to the duties of a
Deputy Public Defender; and software and hardware from a standardized County
approved list or with Department Head approval, provided each Deputy Public Defender
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complies with the provisions of the Computer Use and Security Policy adopted by the
Board of Supervisors.
Any unused accrual may be carried forward to the next fiscal year up to eight hundred
dollars ($800).
The County will pay, on behalf of Deputy Public Defenders, California State Bar
membership dues (but not penalty fees) and for criminal specialization fees. To be
eligible, an employee must be employed as a permanent Deputy Public Defender with
the Contra Costa County Public Defenders’ Office as of January 1 of each calendar
year.
The Office of the Public Defender will notify the Auditor-Controller by January 10th of
each year the count of eligible attorneys and the amount to be paid to the State Bar.
The Auditor-Controller will prepare one check to the State Bar of California for annual
membership dues by January 20th.
The Office of the Public Defender will process payment and any required
documentation to the State Bar of California by January 30, of each year.
24.2 Public Defender Investigator Professional Expenses. The County
shall reimburse each Public Defender Investigator up to a maximum of two hundred fifty
dollars ($250) each fiscal year for the following types of expenses: membership dues in
investigation/legal/professional associations; purchase of investigation/legal
publications; and training travel costs for educational courses related to the duties of a
Public Defender Investigator; and software and hardware from a standardized County
approved list or with Department Head approval, provided each Public Defender
Investigator complies with the provisions of the Computer Use and Security Policy
adopted by the Board of Supervisors. Any unused accrual may be carried forward to
the next fiscal year up to three hundred seventy five dollars ($375).
24.3 Deputy Public Defender Law School Student Loan Reimbursement
Program.
A. Eligibility: Employees first employed in the classifications of Deputy Public
Defender I and/or Deputy Public Defender II. Payments will only be made to
employees in paid status as of July 1, 2014, and thereafter.
B. Qualifying amounts and terms: The employee must satisfy all of the following
criteria to be eligible for any payments through this Law School Student Loan
Reimbursement Program.
i.First Payment: The employee must be hired as a permanent Deputy
Public Defender I or II, and worked as a permanent Deputy Public
Defender I, II, or Ill for at least three (3) consecutive years from date of
hire to be eligible for the first payment. Upon completion of the third
consecutive year of employment as a Deputy Public Defender I, II, or Ill,
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the employee may receive $2,000 for purposes of reimbursement for law
school student loan payments.
ii.Second Payment: For an employee who entered County service as a
permanent Deputy Public Defender I or II, the employee must work as a
Deputy Public Defender I, II, or Ill during the fourth year of employment
from date of hire to be eligible for the second payment. Upon completion
of four (4) years of employment with the County as a permanent Deputy
Public Defender, the employee may receive $3,000 for purposes of
reimbursement for law school student loan payments.
iii.Third Payment: For an employee who entered County service as a
permanent Deputy Public Defender I or II, the employee must work as a
Deputy Public Defender I, II, or Ill during the fifth year of employment from
date of hire to be eligible for the third payment. Upon completion of five
(5) years of employment with the County as a permanent Deputy Public
Defender, the employee may receive $4,000 for purposes of
reimbursement for law school student loan payments.
iv.For employees employed less than forty hours per week during the year in
which a payment is based, the law school student loan reimbursement
amount will be prorated by multiplying the full reimbursement amount by
the employee's approved position hours during the year for which a
payment is based divided by 40 hours (e.g.$2,000 X 20/40= $1,000).
v.For each payment, the employee must submit a request for
reimbursement on the County's reimbursement form and attach
documentation that shows the existence of an outstanding law school
student loan and annual payment record for the law school student loan
during the preceding twelve months for each year of a requested
payment.
vi.This program is not available to attorneys who have paid off their law
school student loans or to those attorneys who did not incur law school
student loans.
vii.The law school student loan reimbursement program will not exceed
$9,000 for any one person.
viii.The law school student loan reimbursement payments are subject to
applicable state and federal withholding, if any.
ix.The terms and conditions of this law school student loan reimbursement
program are subject to procedures approved by the County Auditor-
Controller's Office.
February 9, 2016 Official Minutes 123
SECTION 25 - COMPUTER VISION CARE (CVC) USERS EYE EXAMINATION
Employees shall be eligible to receive an annual eye examination on County time and
at County expense in accordance with the following conditions:
A. Eligible employees must use a video display terminal at least an average of two
hours per day as certified by their department.
B. Eligible employees who wish an eye examination under this program should
request it through the County Human Resources Department, Benefits Division,
who will arrange for eye examinations and monitor the results on a County-wide
basis.
C. Should prescription CVC glasses be prescribed for an employee following an eye
examination, the County agrees to provide, at no cost, the basic coverage
including a fifty dollar ($50) frame and single vision lenses. Employees may,
through individual arrangement between the employee and his/her doctor, and
solely at the employee's expense, include bifocal, trifocal or blended lenses and
other care, services or materials not covered by the plan. The basic plan
coverage, including the examination, may be credited toward the employee
enhanced benefit.
SECTION 26 – VEHICLE COSTS
26.1 Reimbursement for Use of Personal Vehicle. The mileage allowance
for use of personal vehicles on County business shall be paid according to the rates
allowed by the Internal Revenue Service and shall be adjusted to reflect changes in this
rate on the date it becomes effective or the first of the month following announcement
of the changed rate by the Internal Revenue Service, whichever is later.
26.2 Charge For Use of Home Garaged County Vehicle. Employees hired
after July 1, 1994 who are assigned vehicles to garage at home will be charged the IRS
mileage rate for all commute miles driven outside the limits of Contra Costa County that
exceed thirty (30) miles round-trip in any one day.
26.3 Investigator Use of County Cars. The Office of Public Defender will
continue the current policy regarding the use of cars by Public Defender Investigators.
SECTION 27 - PAY WARRANT ERRORS
If an employee receives a pay warrant which has an error in the amount of
compensation to be received and if this error occurred as a result of a mistake by the
Auditor-Controller's Department, it is the policy of the Auditor-Controller's Department
that the error will be corrected and a new warrant issued within forty-eight (48) hours,
February 9, 2016 Official Minutes 124
exclusive of Saturdays, Sundays and holidays from the time the Department is made
aware of and verifies that the pay warrant is in error. If the pay warrant error has
occurred as a result of a mistake by an employee (e.g. payroll clerk) other than the
employee who is receiving the pay, the error will be corrected as soon as possible from
the time the department is made aware that pay warrant is in error. Pay errors in
employee pay shall be corrected as soon as possible as to current pay rate but that no
recovery of either overpayments or underpayments to an employee shall be made
retroactively except for the two (2) year period immediately preceding discovery of the
pay error. This provision shall apply regardless of whether the error was made by the
employee, the appointing authority or designee, the Director of Human Resources or
designee, or the Auditor-Controller or designee. Recovery of fraudulently accrued over
or underpayments are excluded from this section for both parties. When the County
notifies an employee of an overpayment and proposed repayment schedule and the
employee wishes to meet with the County, a meeting will be held at which time a
repayment schedule shall be determined. A repayment schedule will be no longer than
three times (3) the length of time the overpayment occurred. If requested by the
employee, a Association representative may be present at a meeting with management
to discuss a repayment schedule in the case of overpayments to the employee.
SECTION 28 - FLEXIBLE STAFFING
Certain positions may be designated by the Director of Human Resources as flexibly
staffed positions. Positions are generally allocated at the first level of the job series
when vacated. When the position is next filled and an incumbent of one of these
positions meets the minimum qualifications for the next higher level and has met
appropriate competitive requirements he or she may then be promoted to the next
higher classification within the job series without need of a classification study. If the
Public Defender’s Department verifies in writing that an administrative or clerical error
was made in failing to submit the documents needed to promote an employee on the
first of the month when eligible, said appointment shall be made retroactive to the first
of the month when eligible. An employee who is denied a promotion to a flexibly staffed
position may appeal such denial to the Merit Board.
SECTION 29 - PERSONNEL FILES
An employee shall have the right to inspect and review any official record(s) relating to
his or her performance as an employee or to a grievance concerning the employee
which is kept or maintained by the County in the employee's personnel file in the
Human Resources Department or in the employee's personnel file in their Department.
The employee’s Association representative, with written authorization by the employee,
shall also have the right to inspect and review any official record(s) described above.
The contents of such records shall be made available to the employee and/or the
employee’s Association representative, for inspection and review at reasonable
intervals during the regular business hours of the County. Employees shall be
permitted to review their personnel files at the Personnel office during their working
hours. For those employees whose work hours do not coincide with the County’s
SECTION 28 - FLEXIBLE STAFFING
February 9, 2016 Official Minutes 125
business hours, management shall provide a copy of the employee’s personnel file for
the employee’s review. The custodian of records will certify that the copy is a true and
correct copy of the original file.
The County shall provide an opportunity for the employee to respond in writing to any
information which is in the employee’s personnel file about which he or she disagrees.
Such response shall become a permanent part of the employee's personnel record.
The employee shall be responsible for providing the written responses to be included as
part of the employee's official personnel file. This section does not apply to the records
of an employee relating to the investigation of a possible criminal offense, medical
records and information or letters of reference.
Counseling memos, which are not disciplinary in nature, are to be retained in the file
maintained by the employee's supervisor or the person who issued the counseling
memo and are not to be transferred to the employee's central file which is normally
retained by the Human Resources Department unless such memos are subsequently
used in conjunction with a disciplinary action such as a letter of reprimand.
All documents pertaining to disciplinary actions shall be placed in the employee's official
personnel file within five (5) work days after the time management becomes aware of
the incident and has completed its investigation as to whether the employee is culpable
and shall be date stamped or dated at time of entry. This section is not intended to
include supervisor's notes or reminders of specific incidents or ongoing reports such as
attendance records. Generally, such investigations should be completed within thirty
(30) calendar days of the date management becomes aware of the incident(s), it being
understood that under certain circumstances such as the unavailability of witnesses or
the possibility of a criminal act having been committed may cause the investigation to
take longer than the aforementioned thirty (30) days.
Copies of written reprimands or memoranda pertaining to an employee's unsatisfactory
performance which are to be placed in the employee's personnel file shall be given to
an employee who shall have the right to respond in writing to said documents. Letters
of reprimand are subject to the grievance procedure but shall not be processed past
Step 3. If a letter of reprimand is used in a subsequent discharge, suspension or
demotion of the employee, the validity of the letter of reprimand may be considered at
any arbitration of the subsequent disciplinary action.
Copies of letters of commendation which are to be placed in the employee's personnel
file will be given to the employee. Employees have the right to review their official
personnel files which are maintained in the Human Resources Department or by their
departments. In a case involving a grievance or disciplinary action, the employee's
designated representative may also review his/her personnel file with specific written
authorization from the employee. The County shall supply the Association with lists of
official personnel files and locations.
Derogatory material in an employee's personnel file over two years old will not be used
in a subsequent disciplinary action unless directly related to the action upon which the
discipline is taken. Derogatory material does not include prior suspensions, demotions
or dismissals for cause.
February 9, 2016 Official Minutes 126
SECTION 30 - SERVICE AWARDS
The County shall continue its present policy with respect to service awards including
time off provided, however, that the type of award given shall be at the sole discretion
of the County. The following procedures shall apply with respect to service awards:
A. Presentation Before the Board of Supervisors. An employee with twenty
(20) or more years of service may go before the Board of Supervisors to
receive his/her Service Award. When requested by a department, the
Human Resources Department will make arrangements for the
presentation ceremony before the Board of Supervisors and notify the
department as to the time and date of the Board meeting.
B. Service Award Day Off. Employees with fifteen (15) or more years of
service are entitled to take a day off with pay at each five (5) year
anniversary.
SECTION 31 – REIMBURSEMENT FOR MEAL EXPENSE
Employees shall be reimbursed for meal expenses under the following circumstances
and in the amount specified:
A. When the employee is required by his/her Department Head to attend a
meeting concerning County business or County affairs.
B. When the employee is required to be out of his/her regular or normal work
area during a meal hour because of a particular work assignment.
C. When the employee is required to stay over to attend consecutive or
continuing afternoon and night sessions of a board or commission.
D. When the employee is required to incur expenses as host for official
guests of the County, work as members of examining boards, official
visitors, and speakers or honored guests at banquets or other official
functions.
E. When the employee is required to work three (3) or more hours of
overtime or scheduled to work overtime with less than twenty-four (24)
hours notice; in this case he or she may be reimbursed in accordance with
the Administrative Bulletin on Expense Reimbursement. Meal costs will
be reimbursed only when eaten away from home or away from the facility
in the case of employees at twenty-four (24) hour institutions.
February 9, 2016 Official Minutes 127
SECTION 32 - COMPENSATION FOR LOSS OR DAMAGE TO PERSONAL
PROPERTY
The loss or damage to personal property of employees is subject to reimbursement
under the following conditions:
A. The loss or damage must result from an event which is not normally
encountered or anticipated on the job and which is not subject to the
control of the employee.
B. Ordinary wear and tear of personal property used on the job is not
compensated.
C. Employee tools or equipment provided without the express approval of the
Department Head and automobiles are excluded from reimbursement.
D. The loss or damage must have occurred in the line of duty.
E. The loss or damage was not a result of negligence or lack of proper care
by the employee.
F. The personal property was necessarily worn or carried by the employee in
order to adequately fulfill the duties and requirements of the job.
G. The loss or damage to employee’s eyeglasses, dentures or other
prosthetic devices did not occur simultaneously with a job connected
injury covered by Workers' Compensation.
H. The amount of reimbursement shall be limited to the actual cost to repair
damages. Reimbursement for items damaged beyond repair shall be
limited to the actual value of the item at the time of loss or damage but not
more than the original cost.
I. The burden of proof of loss rests with the employee.
J. Claims for reimbursement must be processed in accordance with the
Administrative Bulletin on Compensation for Loss or Damage to Personal
Property.
SECTION 33 - UNFAIR LABOR PRACTICE
Either the County or the Association may file an unfair labor practice as defined in
Board of Supervisor's Resolution 81/1165 against the other. Allegations of an unfair
labor practice, if not resolved in discussions between the parties within thirty (30) work
days from the date of receipt, may be heard and decided by a mutually agreed upon
impartial third party.
February 9, 2016 Official Minutes 128
SECTION 34 - PERMANENT PART-TIME EMPLOYEES
34.1 Benefits. Permanent part-time employees receive prorated vacation and
sick leave benefits. They are eligible for health, dental and life insurance benefits at
corresponding premium rates providing they work at least fifty percent (50%) of full-
time. If the employee works at least fifty percent (50%) of full-time, County retirement
participation is also included.
34.2 Hours. Permanent part-time employees who wish to have the hours of
their position increased, must so request in writing. These requests must be received
by the employee's department during the month of January and/or July for the duration
of this MOU. Departments reviewing these requests will evaluate them within thirty (30)
days of their receipt by considering the actual hours assigned to and worked by the
employee during the previous six (6) months and the anticipated continuing need from
their assignment on an increased basis. Those requests which are approved by the
department for an increase in hours will be submitted for consideration by the County
as a P300 request within an additional sixty (60) days. Nothing contained herein shall
conflict with layoff/reemployment provisions.
SECTION 35 – DEPUTY PUBLIC DEFENDER SPECIAL ASSIGNMENT - EXEMPT &
TEMPORARY EMPLOYEES
35.1 Deputy Public Defender Special Assignment-Exempt (25W2)
Employees.
A. The class of Deputy Public Defender Special Assignment is exempt from
the merit system. Individuals appointed to this class are employed for a
three-month limited term assignment that can be terminated at any time.
Compensation for this class is based on a monthly rate of pay that is pro-
rated for any partial month of work. Upon approval by the Public
Defender, appointments may be renewed for additional three-month
limited terms, but in no case will additional appointments exceed a total of
thirty-nine (39) months of employment.
B. Deputy Public Defender Special Assignment-Exempt employees are
entitled generally only to the benefits set forth in this Section 35.1 and
Section 35.4. If a pay or benefit that is described in this MOU does not
specifically reference Deputy Public Defender Special Assignment-
Exempt, then the pay or benefit does not apply to employees in this class.
1.Employees are entitled to accrue paid time off (PTO) at the rate of
3.33 hours per month. Accruals begin on the date of appointment.
Accruals for portions of a month will be calculated on the same
basis as for partial compensation. PTO may be taken in one
minute increments, but may not be taken during the first month of
employment. The maximum amount of PTO that employees may
February 9, 2016 Official Minutes 129
accrue is eighty (80) hours. On separation from County service, an
employee will be paid for any unused paid time off, not to exceed
eighty (80) hours. If an employee in the Deputy Public Defender
Special Assignment-Exempt classification is appointed to a Public
Defender I, II, III, or IV position, any accrued PTO shall be
converted to vacation hours and subject to the provisions of this
MOU relating to vacation.
2.Employees will accrue sick leave at the rate of eight (8) hours per
month. Employees are subject to the rules governing use of sick
leave that are set forth in Section 12 of this MOU.
3.Employees are entitled to observe the holidays identified in Section
10 of this MOU.
4.In recognition of the fact that employees in this class are not
entitled to overtime, employees will be credited with twenty (20)
hours of paid personal leave at the beginning of each three-month
appointment. The maximum amount of paid personal leave that
employees may accrue is eighty (80) hours. This paid personal
leave is separate from PTO. Employees will not be paid for any
unused paid personal leave upon separation from County service.
5.Health Benefits for Employees in the Classification of
Deputy Public Defender – Special Assignment-Exempt: For
the plan year that begins on January 1, 2016, employees in this
classification will have access to the County Selected High
Deductible Health Plan. Employees will be responsible for the
full premium cost of coverage. If during the 2016 plan year,
an employee achieves twelve consecutive months of
County employment in this classification or achieved and
maintained at least twelve consecutive months prior to
January 1, 2016, then the employee will be eligible to access
prospectively the medical plans (two-tier structure) and medical
plan subsidies set forth in 16.7.B. of this MOU. If an employee
achieves twelve consecutive months of County employment in
this classification during or prior to the plan year that begins on
January 1, 2017, or thereafter during the term of this MOU, the
employee will be eligible to access prospectively the medical
plans (three-tier structure) and medical plan subsidies set forth in
16.7.A. and 16.7.C. of this MOU.
6.Employees are entitled to payment of California State Bar
membership dues and criminal specialization fees pursuant to
Section 24.1 of this MOU.
35.2 Temporary Employee Leave Benefits. In addition to the limitations of
Temporary Employment in the DEFINITIONS section of this MOU, if a pay or benefit
that is described in this MOU does not specifically reference Temporary Employee, then
the pay or benefit does not apply to temporary employees.
February 9, 2016 Official Minutes 130
A. Crediting and Maximum Accumulation of Paid Time Off. On the first
of the month following a temporary employee’s completion of two
thousand eighty (2080) straight time hours worked, he or she shall be
credited with forty (40) hours of “paid time off” (“PTO”). Forty (40) hours
paid time off credit is the maximum amount an employee may have at any
time.
B. Use of Paid Time Off. Paid time off shall not be taken until credited per
subsection 35.2 paragraph A (Crediting and Maximum Accumulation of
Paid Time Off) above.
C. Payoff at Separation. If a temporary employee terminates his/her
County employment (separates from County service), the employee shall
be paid all currently “credited” PTO hours, as described in subsection 35.2
paragraph A (Crediting and Maximum Accumulation of Paid Time Off)
and, in addition, shall be paid off for that portion of PTO hours earned but
not credited on the basis of that portion of the straight time hours worked
(“STHW”) toward the next increment of two thousand eighty (2080)
straight time hours required for crediting of PTO. The formula for the
earned but not credited payoff is: STHW divided by 2080 multiplied by 40
multiplied by the current hourly pay rate at separation.
D. Appointment to a Permanent Position. If a temporary employee is
appointed to a permanent position, the credited PTO hours and the
earned but not yet credited PTO hours (as described in paragraph 35.2
paragraph C [Payoff at Separation] above) shall be converted to vacation
hour and subject to the provisions of this Memorandum of Understanding
relating to Vacation. When a temporary employee is appointed to a
permanent position, the employee shall be allowed to use the earned paid
time off hours during the first six (6) months of employment in a
permanent position.
35.3 Temporary Employee Step Placement.
A. New Employees. The anniversary date of a new temporary employee is
the first day of the calendar month after the calendar month when the
employee successfully completes one thousand forty (1040) straight time
hours.
B. Initial Step Placement. New temporary employees shall generally be
appointed at the minimum step of the salary range established for the
particular class of position to which the appointment is made. However,
the appointing authority may fill a particular position at a step above the
minimum of the range if mutually agreeable guidelines have been
developed in advance or the Director of Human Resources (or designee)
offers to meet confer with the Association on a case by case basis each
time prior to formalizing the appointment.
February 9, 2016 Official Minutes 131
C. Increments within Range. The performance of each employee shall be
reviewed after the employee has completed an additional two thousand
eighty (2080) straight time hours of work. Advancement shall be granted
on the affirmative recommendation of the appointing authority, based on
satisfactory performance by the employee. The appointing authority may
recommend denial of the increment or denial subject to one additional
review at some specified date before the next anniversary which must be
set at the time the original report is returned. Except as herein provided,
increments within range shall not be granted more frequently than once a
year, nor shall more than one (1) step within range increment be granted
at one time. Increments shall not be granted to a temporary employee
more frequently than after the first one thousand forty (1040) straight time
hours worked and after each two thousand eighty (2080) additional
straight time hours worked thereafter. In case an appointing authority
recommends denial of the within range increment on some particular
anniversary date, but recommends a special salary review at some date
before the next anniversary the special salary review shall not affect the
regular salary review on the next anniversary date. Nothing herein shall
be construed to make the granting of increments mandatory on the
County. If an operating department verifies in writing that an
administrative or clerical error was made in failing to submit the
documents needed to advance an employee to the next salary step on the
first of the month when eligible, said advancement shall be made
retroactive to the first of the month when eligible.
35.4 Deputy Public Defender Special Assignment-Exempt & Temporary
Employee Grievances.
Deputy Public Defender Special Assignment-Exempt and temporary employees
covered by this Memorandum of Understanding may grieve only alleged violation of:
A. Section 1 (Association Recognition);
B. Section 2 (Association Security), subsections 2.1 (Dues Deduction)
through 2.5 (Withdrawal of Membership);
C. Subsection 5.1 (General Wages), and
D. The terms of this Section 35.
35.5 Union Dues. The membership or agency shop service fee charged by
the Association to temporary employees pursuant to subsection 2.2 (Agency Shop)
paragraph B shall equal 1% of the employee’s regular pay up to a maximum of ten
dollars ($10) per semi-monthly pay period. No initiation fee or special assessments
shall be required of these employees. A temporary employee who does not timely
authorize deduction of or directly pay Association Dues or an agency shop service fee
in lieu of dues will be terminated from County service.
February 9, 2016 Official Minutes 132
SECTION 36 - LUNCH PERIOD AND REST BREAKS
A. Employees who are in a pay status during their lunch are on call during their
lunch period. Employees who are not in a pay status during their lunch are on
their own time during their lunch period.
B. Employees shall be entitled to a rest break for each four (4) hours of work.
Scheduling of rest breaks shall be determined by management.
C. The terms of this section 36, Lunch Period and Rest Breaks, do not apply to
Deputy Public Defenders.
SECTION 37 - ADOPTION
The provisions of this MOU shall be made applicable on the dates indicated and upon
approval by the Board of Supervisors. Resolutions and Ordinances, where necessary,
shall be prepared and adopted in order to implement these provisions. It is understood
that where it is determined that an Ordinance is required to implement any of the
foregoing provisions, said provisions shall become effective upon the first day of the
month following thirty (30) days after such Ordinance is adopted.
SECTION 38 - SCOPE OF AGREEMENT AND SEVERABILITY OF PROVISIONS
38.1 Scope of Agreement. Except as otherwise specifically provided herein,
this MOU fully and completely incorporates the understanding of the parties hereto and
constitutes the sole and entire agreement between the parties in any and all matters
subject to meet and confer. Neither party shall, during the term of this MOU demand
any change herein, provided that nothing herein shall prohibit the parties from changing
the terms of this MOU by mutual agreement. Any past side letters or any other
agreements that are not incorporated into or attached to this MOU are deemed expired
upon approval of this MOU by the Board of Supervisors. The Association understands
and agrees that the County is not obligated to meet and confer regarding wages, hours
or conditions of employment during the term of this extended agreement, except as
otherwise required by law.
38.2 Severability of Provisions. Should any section, clause or provision of
this MOU be declared illegal, unlawful or unenforceable, by final judgment of a court of
competent jurisdiction, such invalidation of such section, clause or provision shall not
invalidate the remaining portions hereof, and such remaining portions shall remain in
full force and effect for the duration of this MOU.
38.3 Personnel Management Regulations. Where a specific provision
contained in a section of this MOU conflicts with a specific provision contained in a
section of the Personnel Management Regulations, the provision of this MOU shall
prevail. Those provisions of the Personnel Management Regulations within the scope
February 9, 2016 Official Minutes 133
of representation which are not in conflict with the provisions of this MOU and those
provisions of the Personnel Management Regulations which are not within the scope of
representation shall be considered in full force and effect.
38.4 Duration of Agreement. This Agreement will continue in full force and
effect from July 1, 2015 to and including June 30, 2018. Nothing herein shall be
interpreted or applied in a manner that precludes or impairs in any manner the
retroactive implementation of provisions of this Agreement for which an effective date
prior to adoption by the Board of Supervisors is expressly provided.
SECTION 39 - FAIR LABOR STANDARDS ACT PROVISIONS
The Fair Labor Standards Act, as amended, may govern certain terms and conditions
of the employment of employees covered by this MOU. It is anticipated that
compliance with the Act may require changes in some of the County policies and
practices currently in effect or agreed upon. If it is determined by the County that
certain working conditions, including but not limited to work schedules, hours of work,
method of computing overtime, overtime pay entitlements or use, must be changed to
conform with the Fair Labor Standards Act, such terms and conditions of employment
shall not be controlled by this MOU but shall be subject to modification by the County to
conform to the federal law, without further meeting and conferring. The County shall
notify Association and meet and confer with the Association regarding the
implementation of such modifications.
SECTION 40 – SAFETY IN THE WORKPLACE
The County shall expend every effort to see to it that the work performed under the
terms and conditions of this MOU is performed with a maximum degree of safety
consistent with the requirement to conduct efficient operations. The Department shall
have a standing committee to address all issues related to employee safety, including
the issuance of defensive tools. The committee shall be empowered to make
recommendations directly to the Public Defender related to employee safety. The
Committee shall consist of two representatives appointed by the Public Defender, two
representatives appointed by the Association, and a representative of the County’s Risk
Management Office to be invited to sit as needed as a non-decision making consultant.
The deliberations of this Committee shall not be construed as meeting the requirements
to meet and confer separately with the Association regarding any matter related to
wages, hours, or working conditions.
SECTION 41 - MISCELLANEOUS PROVISIONS
41.1 Professional Advisory Committee. The Professional Advisory
Committee shall be continued. Said committee shall be composed of not more than
two (2) employee representatives appointed by the Association and two (2) department
representatives and shall meet at the request of either party, within a reasonable period
of time.
February 9, 2016 Official Minutes 134
41.2 Deferred Compensation.
A. Employees represented by the Association will be eligible to participate in
the County’s Deferred Compensation Plan. The County will
contribute eighty-five dollars ($85) per month to the deferred
compensation accounts of all employees in the Public Defenders’ Unit
who participate in the County’s Deferred Compensation Plan. To
be eligible for this contribution, qualifying employees must:
1.Complete a County interest form and return it to the Benefits
Service Unit,
2.Deposit the Qualifying Base Contribution Amount indicated below
in his/her deferred compensation account, and
3.Maintain a minimum monthly contribution to the deferred
compensation plan in the amount indicated below:
B. Only those contributions made to the Deferred Compensation Program as
of the date the employee signs the County interest form qualify under the
program as the “Qualifying Base Contribution Amount”. If for any reason
an employee’s monthly contribution falls below the minimum amount
required, the employee is no longer eligible for the County’s eighty-five
dollar ($85) per month contribution and he/she must re-qualify for the
contribution by again satisfying the above listed criteria.
C. Special Benefit for Permanent Employees Hired on and after
March 1, 2011:
1.Beginning on June 1, 2011, and for the term of this MOU, the
County will contribute one hundred and fifty dollars ($150) per
month to an employee’s account in the Contra Costa County
Current Monthly Qualifying Base
Contribution Amount
Current
Monthly Base
Contribution Amount
For Maintaining
Incentive Eligibility
$2,500 and below
$2,501 - 3,334
$3,335 - 4,167
$4,168 - 5,000
$5,001 - 5,834
$5,835 - 6,667
$6,668 & Above
$250
$500
$750
$1000
$1500
$2000
$2500
$50
$50
$50
$50
$100
$100
$100
February 9, 2016 Official Minutes 135
Deferred Compensation Plan, or other tax-qualified savings
program designated by the County, for employees who meet all of
the following conditions:
a.The employee must be hired by Contra Costa County on or
after March 1, 2011.
b.The employee must be appointed to a permanent position.
The position may be either full time or part time, but if it is
part time, it must be designated, at a minimum, as 20 hours
per week.
c.The employee must have been employed by Contra Costa
County for at least 90 calendar days.
d.The employee must contribute a minimum of twenty-five
dollars ($25) per month to the Contra Costa County
Deferred Compensation Plan, or other tax-qualified savings
program designated by the County.
e.The employee must complete and sign the required
enrollment form(s) for his/her deferred compensation
account and submit those forms to the Human Resources
Department, Employee Benefits Services Unit.
f.The employee may not exceed the annual maximum
contribution amount allowable by the United States Internal
Revenue Code.
D. No Cross Crediting: The amounts contributed by the employee and the
County pursuant to Subsection C do not count towards the “Qualifying
Base Contribution Amount” or the “Monthly Base Contribution Amount for
Maintaining Incentive Eligibility” in Subsection A. Similarly, the amounts
contributed by the employee and the County pursuant to Subsection A do
not count towards the employee’s $25 per month minimum contribution
required by Subsection C.
E. Maximum Annual Contribution: All of the employee and County
contributions set forth in Subsections A and C will be added together to
ensure that the annual maximum contribution to the employee’s deferred
compensation account does not exceed the annual maximum contribution
rates set forth in the United States Internal Revenue Code.
F. Deferred Compensation Plan – Loan Provision: On June 26, 2012, the
Board of Supervisors adopted Resolution 2012/298 approving an
amendment to the Deferred Compensation Plan Loan Program. The
February 9, 2016 Official Minutes 136
Contra Costa County Public Defenders Association (CCCPDA) became
eligible to apply for loans through the Contra Costa County Deferred
Compensation Program effective June 26, 2012. The following is a
summary of the provisions of the loan program:
1.The minimum amount of the loan is $1,000.
2.The maximum amount of the loan is the lesser of 50% of the
employee’s balance or $50,000, or as otherwise provided by law.
3.The maximum amortization period of the loan is five (5) years.
4.The loan interest is fixed at the time the loan is originated and for
the duration of the loan. The loan interest rate is the prime rate plus
one percent (1%).
5.There is no prepayment penalty if an employee pays the balance of
the loan plus any accrued interest before the original amortization
period for the loan.
6.The terms of the loan may not be modified after the employee
enters into the loan agreement, except as provided by law.
7.An employee may have only one loan at a time.
8.Payment for the loan is made by monthly payroll deduction.
9.An employee with a loan who is not in paid status (e.g. unpaid
leave of absence) may make his/her monthly payments directly to
the Plan Administrator by some means other than payroll deduction
each month the employee is in an unpaid status (e.g. by a personal
check or money order).
10.The Loan Administrator (MassMutual Life Insurance Company or
its successor) charges a one-time $50 loan initiation fee. This fee is
deducted from the employee’s Deferred Compensation account.
11.The County charges a one-time $25 loan initiation fee and a
monthly maintenance fee of $1.50. These fees are paid by payroll
deduction.
Date: ___________________
Contra Costa County:
(Signature / Printed Name)
CCC Defenders’ Association:
(Signature / Printed Name)
/ /
/ /
/ /
/ /
/ /
February 9, 2016 Official Minutes 137
CONTRA COSTA COUNTY
DEFENDERS’ ASSOCIATION
DEPUTY PUBLIC DEFENDER UNIT
ATTACHMENTS
ATTACHMENT A CLASS AND SALARY LISTING
ATTACHMENT B MEDICAL/DENTAL PLANS
February 9, 2016 Official Minutes 138
ATTACHMENT A
Job code Class Title
Flex Staff (F)/
Deep Class (D)From To
25WA DEPUTY PUBLIC DEFENDER I F $5,589.46 $5,589.46
25VA DEPUTY PUBLIC DEFENDER II F $7,209.12 $8,762.73
25TB DEPUTY PUBLIC DEFENDER III F $9,455.95 $11,493.76
25TA DEPUTY PUBLIC DEFENDER IV F $10,433.76 $12,682.29
25W2 DEPUTY PUBLIC DEF-SP ASGMNT-EX $5,167.62 $5,167.62
6N75 PUBLIC DEFENDER INVESTIG AIDE $2,488.53 $3,024.82
6N7A PUBLIC DEFENDER INVESTIG ASST F $2,744.82 $3,336.35
6NWA PUBLIC DEFENDER INVESTIGATOR I F $5,101.53 $6,200.94
6NVA PUBLIC DEFENDER INVESTIGATR II F $5,836.89 $7,094.78
6NVB SR PUBLIC DEFENDER INVEST AIDE $3,501.84 $4,256.51
CCC PUBLIC DEFENDERS ASSOCIATION
CLASS AND SALARY LISTING
Effective 1/1/2016
Salary Range
February 9, 2016 Official Minutes 139
ATTACHMENT B
CCC Public Defenders Association
MEDICAL/DENTAL PLANS
July 1, 2015 through June 30, 2018
Covered Offered
The County offers the following Plans:
Contra Costa Health Plans (CCHP), Kaiser Permanente, Health Net, Delta Dental and Delta Care USA
(PMI) Dental.
Co-Pays and Co-Insurance
The health plan co-pays are as follows:
CCHP A: $0 Office Visit in the RMC Network
$0 Preferred Generic RX
$0 Preferred Brand RX
$0 Non-Preferred Brand RX
CCHP B: $0 Office Visit in the RMC Network
$5 Office Visit in the CPN Network
$3 Preferred Generic RX
$3 Preferred Brand RX
$3 Non-Preferred Brand RX
KAISER PERMANENTE PLAN A: $10 Office Visit
$10 Preferred Generic RX
$20 Preferred Brand RX
$20 Non-Preferred Brand RX
$10 Emergency Room
KAISER PERMANENTE PLAN B: $500 Deductible Per Person
$1000 Deductible Per Family
$20 Office Visit Copay (not subject to deductible)
$20 Urgent Care Copay (not subject to deductible)
$10 Lab & X-ray Copay (not subject to deductible)
$10 Preferred Generic RX
$30 Preferred Brand RX
$30 Non-Preferred Brand RX
10% Co-Insurance After Deductible for Inpatient Hospital,
Outpatient Surgical and Emergency Room
$3000 per person and $6000 per family Annual Out of
Pocket Maximum
February 9, 2016 Official Minutes 140
KAISER PERMANENTE HDHP $1500 Deductible Per Person
$3000 Deductible Per Family
10% Office Visit Coinsurance (After Deductible)
10% Urgent Care Coinsurance (After Deductible)
10% Lab & X-Ray Coinsurance (After Deductible)
$10 Generic Rx (After Deductible)
$30 Brand-Name Rx (After Deductible)
10% Inpatient Hospitalization Coinsurance (After
Deductible)
10% Outpatient Surgery & ER Coinsurance (After
Deductible)
$3000 per Person Annual Out of Pocket Maximum
$6000 per Family Annual Out of Pocket Maximum
HEALTH NET HMO Plan A: $10 Office Visit
$10 Preferred Generic RX
$20 Preferred Brand RX
$35 Non-Preferred Brand or Generic RX
$25 Emergency Room
HEALTH NET HMO Plan B: $20 Office Visit
$50 Urgent Care Visit
$1000 Inpatient Hospital Co-pay
$500 Out-Patient Surgery Co-pay
$100 Emergency Room Co-pay
$10 Preferred Brand RX
$20 Non-Preferred Brand RX
$35 Non-Preferred Brand or Generic RX
$2000 per person and $6000 per family Annual Out of
Pocket Maximum
HEALTH NET PPO Plan A: $10 Office Visit in network
$5 Preferred Generic RX
$5 Preferred Brand RX
$5 Non-Preferred Brand or Generic RX
$50 Emergency Room Deductible, 10% Co-Insurance
HEALTH NET PPO Plan B: $500 Deductible Per Person
$1500 Deductible Per Family
$20 Office Visit in network
80% / 20% For Most In-Network Benefit
60% / 40% For Most In-Network Benefit
$10 Preferred Generic RX
$20 Preferred Brand RX
$35 Non-Preferred Brand or Generic RX
$50 Emergency Room Deductible, 30% Co-Insurance
February 9, 2016 Official Minutes 141
CONTRA COSTA COUNTY
DEFENDERS’ ASSOCIATION
SUBJECT INDEX
Accrual During Leave Without Pay (Vacation Leave And Paid Personal Leave) ........ 30
Accrual During Leave Without Pay (Sick Leave) ......................................................... 42
Accrual Rates – Deputy Public Defenders .................................................................. 28
Accrual Usage ............................................................................................................. 18
Administration of Sick Leave ....................................................................................... 34
Adoption ...................................................................................................................... 82
Advance Notice ............................................................................................................. 7
Agency Shop ................................................................................................................. 4
Anniversary Dates ....................................................................................................... 11
Annual Administrative Leave (Deputy Public Defenders) ............................................ 31
Application of Overtime and Compensatory Time Off ................................................. 18
Assignment of Classes to Bargaining Units .................................................................. 8
Association Recognition ................................................................................................ 4
Association Representatives ......................................................................................... 9
Association Security ...................................................................................................... 4
Association-Sponsored Training Programs ................................................................. 10
Attendance at Meetings ................................................................................................ 9
Automated Time Keeping ............................................................................................ 18
Benefits (Permanent Part-Time Employees) ............................................................... 78
Bilingual Pay ............................................................................................................... 69
Call Back Time ............................................................................................................ 21
Catastrophic Leave Bank ............................................................................................ 43
Charge For Use of Home Garaged County Vehicle .................................................... 73
Child Care ................................................................................................................... 59
Coerced Resignations ................................................................................................. 64
Communicating With Employees .................................................................................. 7
Compensation For Loss or Damage to Personal Property .......................................... 77
Compensation for Portion of Month ............................................................................ 12
Compensatory Time .................................................................................................... 19
Competitive Exam ....................................................................................................... 61
Computer Vision Care (CVC) Users Eye Examination ................................................ 73
Contribution (Retirement) ............................................................................................ 69
Constructive Resignation ............................................................................................ 63
Coverage During Absences ........................................................................................ 59
Credits to and Charges Against Sick Leave ................................................................ 31
Criteria ......................................................................................................................... 60
Days and Hours of Work ............................................................................................. 17
Deferred Compensation .............................................................................................. 84
Definition and Procedural Steps (Grievance Procedure) ............................................ 67
Definitions ..................................................................................................................... 2
February 9, 2016 Official Minutes 142
Definitions (Days and Hours of Work) ......................................................................... 17
Dependent Care Assistance Program ......................................................................... 58
Deputy Public Defender Law School Student Loan Reimbursement Program ........... 71
Deputy Public Defender Professional Expenses ......................................................... 70
Deputy Public Defender Special Assignment-Exempt (25W2) Employees ................. 78
Deputy Public Defender Special Assignment-Exempt & Temp EE Grievances..........81
Deputy Public Defender Special Assignment-Exempt & Temporary Employees ........ 78
Disability ...................................................................................................................... 36
Discretionary Steps ..................................................................................................... 16
Dismissal, Suspension, Temporary Reduction In Pay, and Demotion ........................ 64
Definition and Procedural Steps .................................................................................. 67
Dual Coverage ............................................................................................................ 55
Dues Deduction ............................................................................................................. 4
Dues Form .................................................................................................................... 6
Duration of Agreement ................................................................................................ 83
Effective Resignation .................................................................................................. 63
Employee Representation Rights ................................................................................ 67
Employee Response ................................................................................................... 66
Entrance Salary ........................................................................................................... 11
Fair Labor Standards Act Provisions ........................................................................... 83
Family Care and Medical Leave (FMLA/CFRA) .......................................................... 46
Family Member Eligibility Criteria ................................................................................ 54
Filing By the Association At Step 3 ............................................................................. 69
Flexible Staffing ........................................................................................................... 74
Furlough Days Without Pay (Voluntary Time Off or “V.T.O.”) ..................................... 45
General Administration – Leaves of Absence ............................................................. 44
General Wages ........................................................................................................... 10
Grievance Procedure .................................................................................................. 67
Group Health Plan Coverage ...................................................................................... 46
Health, Life & Dental Care .......................................................................................... 50
Health Benefit Coverage for Employees Not Otherwise Covered ............................... 59
Health Care Spending Account ................................................................................... 58
Health Plan Coverage ................................................................................................. 50
Health Plan Coverages and Provisions ....................................................................... 54
Holiday is Not Worked and Holiday Falls On Scheduled Work Day ............................ 27
Holiday is WORKED and Holiday Falls on Regularly Scheduled Work Day ............... 27
Holidays ...................................................................................................................... 26
Holidays Observed ...................................................................................................... 26
Hours (Permanent Part-Time Employees) .................................................................. 78
Increments Within Range ............................................................................................ 12
Investigator Use of County Cars ................................................................................. 73
February 9, 2016 Official Minutes 143
Jury Duty ..................................................................................................................... 48
Layoff During Probation .............................................................................................. 61
Leave of Absence ....................................................................................................... 44
Leave of Absence Replacement and Reinstatement .................................................. 48
Length of Suspension ................................................................................................. 66
Leave Pending Employee Response .......................................................................... 66
Leave Without Pay ...................................................................................................... 44
Leave Without Pay – Use of Accruals ......................................................................... 47
Length of Suspension ................................................................................................. 66
Life Insurance Benefits................................................................................................ 57
Long-Term Disability Insurance ................................................................................... 41
Lunch Period and Rest Breaks ................................................................................... 82
Maintenance of Membership ......................................................................................... 7
Medical Plan Cost-Sharing on and after January 1, 2016 ........................................... 56
Military Leave .............................................................................................................. 46
Miscellaneous Provisions ............................................................................................ 83
Monthly Premium Subsidy........................................................................................... 50
No Discrimination/Americans With Disabilities Act (ADA) ............................................. 8
Notice .......................................................................................................................... 25
Open Exam ................................................................................................................. 62
Operation .................................................................................................................... 43
Overtime ...................................................................................................................... 18
Overtime and Compensatory Time Off ....................................................................... 18
Parallel Deputy Public Defender Compensation Adjustments .................................... 17
Partial Month ............................................................................................................... 58
Part-Time Compensation ............................................................................................ 12
Payment ...................................................................................................................... 15
Pay for Work in Higher Classification .......................................................................... 14
Pay Warrant Errors ..................................................................................................... 73
Permanent Intermittent Employees-Holiday is Worked ............................................... 28
Permanent Part-Time Employees ............................................................................... 78
Policies Governing the Use of Paid Sick Leave .......................................................... 32
PERS Long-Term Care ............................................................................................... 58
Personnel Files ........................................................................................................... 74
Personnel Management Regulations .......................................................................... 82
Policies Governing the Use of Paid Sick Leave .......................................................... 32
Position Reclassification ............................................................................................. 12
Pregnancy Disability Leave/How Leave is Counted .................................................... 46
Premium Conversion Plan .......................................................................................... 58
Prevailing Section ....................................................................................................... 58
Probationary Period .................................................................................................... 59
Procedure on Dismissal, Suspension, Temporary Reduction in Pay, or Demotion ..... 66
February 9, 2016 Official Minutes 144
Professional Advisory Committee ............................................................................... 83
Program Design .......................................................................................................... 43
Promotion .................................................................................................................... 61
Promotion Policy ......................................................................................................... 62
Promotion via Reclassification Without Examination .................................................. 62
Public Defender Investigator Professional Expenses .................................................. 71
Purpose of Sick Leave ................................................................................................ 31
Rate Information.......................................................................................................... 58
Reassignment of Laid Off Employees ......................................................................... 26
Regular Appointment .................................................................................................. 60
Reimbursement for Use of Personal Vehicle .............................................................. 73
Reimbursement For Meal Expense ............................................................................. 76
Reinstatement From Family Care/Medical Leave ....................................................... 48
Rejection During Probation/Appeal ............................................................................. 60
Rejection During Probation of Layoff Employee.......................................................... 61
Release Time for Examinations .................................................................................. 63
Release Time for Physical Examination ...................................................................... 63
Requirements for Promotional Standing ..................................................................... 62
Resignations ............................................................................................................... 63
Resignation in Good Standing .................................................................................... 63
Resignation Procedure ................................................................................................ 63
Retirement ................................................................................................................... 69
Retirement Benefits – Employees Who Become
Members of CCCERA After December 31, 2012 ........................................................ 70
Retirement Coverage .................................................................................................. 51
Revised Probationary Period ....................................................................................... 59
Revocation .................................................................................................................. 64
Safety in the Workplace .............................................................................................. 83
Salaries ....................................................................................................................... 10
Salary on Involuntary Demotion .................................................................................. 14
Salary on Promotion .................................................................................................... 14
Salary on Voluntary Demotion..................................................................................... 14
Salary Reallocation & Salary on Reallocation ............................................................. 13
Salary Review While on Leave of Absence ................................................................ 48
Scope of Agreement ................................................................................................... 82
Scope of Agreement and Severability of Provisions ................................................... 82
Seniority Credits .......................................................................................................... 62
Separation Through Layoff .......................................................................................... 22
Service Award Date Defined ....................................................................................... 29
Service Awards ........................................................................................................... 76
Severability of Provisions ............................................................................................ 82
Sick Leave ................................................................................................................... 31
Skelly Requirements ................................................................................................... 64
Special Employment Lists ........................................................................................... 25
State Disability Insurance (SDI) .................................................................................. 41
Straight Time Pay and Straight Time Compensatory Time ......................................... 20
February 9, 2016 Official Minutes 145
Strike/Work Stoppage ................................................................................................. 69
Sufficient Cause for Action .......................................................................................... 64
Supplemental Life Insurance ....................................................................................... 57
Temporary Employee Grievances ............................................................................... 81
Temporary Employee Leave Benefits ......................................................................... 79
Temporary Employee Step Placement ....................................................................... 80
Temporary Employees ................................................................................................ 81
Time Limits .................................................................................................................. 69
Timestamp .................................................................................................................. 17
Training and Professional Expense Reimbursement .................................................. 70
Unauthorized Absence ................................................................................................ 48
Unfair Labor Practice .................................................................................................. 77
Union Dues ................................................................................................................. 81
Use of County Buildings ................................................................................................ 7
Vacation Accrual Rates – Investigator and Investigator Aide ...................................... 29
Vacation Allowance ..................................................................................................... 28
Vacation Allowance for Separated Employees ........................................................... 31
Vacation Buy-Back ...................................................................................................... 30
Vacation Leave and Paid Personal Leave .................................................................. 28
Vacation Leave on Reemployment From a Layoff List................................................ 28
Vacation Preference .................................................................................................... 31
Vehicle Costs .............................................................................................................. 73
Withdrawal of Membership............................................................................................ 7
Witness Duty ............................................................................................................... 49
Workers’ Compensation .............................................................................................. 38
Workforce Reduction .................................................................................................. 21
Workforce Reduction/Layoff/Reassignment ................................................................ 21
Written Statement for New Employees ......................................................................... 8
February 9, 2016 Official Minutes 146
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:John Gioia
ABSTAIN:
RECUSE:
Resolution No. 2016/80
In The Matter Of: Memorandum of Understanding with the Contra Costa County Defenders Association for the period of July
1, 2015 through June 30, 2018.
The Contra County Board of Supervisors acting in its capacity as the Governing Board of the County of Contra Costa
RESOLVES THAT:
The Memorandum of Understandings (MOU) between Contra Costa County and the Contra Costa County Defenders Association
providing for wages, benefits and other terms and conditions of employment for the period beginning July 1, 2015 through June
30, 2018, for those classifications represented by the Contra Costa County Defenders Association are ADOPTED. A copy of the
MOU is attached.
Contact: Lisa Driscoll, County Finance Director (925)
335-1023
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on
the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Robert Campbell, County Auditor-Controller, Harjit S. Nahal, Assistant County Auditor, Lisa Lopez, Assistant Director of Human Resources, Ann
Elliott, Employee Benefits Manager, Robin Lipetzky, Public Defender
4
1
February 9, 2016 Official Minutes 147
February 9, 2016Official Minutes148
RECOMMENDATION(S):
ACCEPT the 2014 report of real estate acquisition acceptances dated January 1, 2014 – December 31, 2014 approved
by the Public Works Director for the acquisitions of any interest in real property where the purchase price for the real
property interest did not exceed $50,000.
ACCEPT the 2015 report of real estate acquisition acceptances dated January 1, 2015 – December 31, 2015 approved
by the Public Works Director for the acquisitions of any interest in real property where the purchase price for the real
property interest did not exceed $100,000.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
Pursuant to Contra Costa County, Ordinance Code, Title 11, Division 1108, Chapter 1108-8.002, which was
amended effective January 1, 2015, “The Board of Supervisors authorizes the Public Works Director, or the
designated Deputy, to perform all acts necessary to approve and accept for the County the acquisition of any interest
in real property where the purchase
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Karen Laws, 925-313-2228
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 1
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:2014 and 2015 reports of real estate acquisition acceptances dated January 1, 2014 - December 31, 2015.
February 9, 2016 Official Minutes 149
BACKGROUND: (CONT'D)
price for the real property interest does not exceed one hundred thousand dollars.” The previous amount was not
to exceed $50,000. The Public Works Director shall submit a semi-annual report to the Board of Supervisors on
each acquisition done pursuant to this section, including the interest acquired, its price, and the necessity for the
purchase, which is described in the attached Semi-Annual Acceptance Report.
CONSEQUENCE OF NEGATIVE ACTION:
The Board of Supervisors would not be informed of the acquisitions accepted by the Public Works Director
pursuant to Contra Costa County Ordinance Code.
ATTACHMENTS
2014 Report
2015 Report
February 9, 2016 Official Minutes 150
2014 Report of Real Estate Acquisition
Certificate of Acceptances
CERT.
NO.AREA PROJECT/PURPOSE INTEREST PRICE
14-56 Alamo
Livorna Road/Wilson Road
Intersection Improvements Grant Deed N/A
14-57 Alamo
Livorna Road/Wilson Road
Intersection Improvements Easement N/A
14-64 Alamo
Livorna Road/Wilson Road
Intersection Improvements Grant of Easement N/A
14-08 Antioch SR4 Somersville 160 (Seg 3B) Fee $4,800.00
14-39 Brentwood SR4 Bypass Authority
Relinquishment of
Access Rights N/A
14-40 Brentwood Orwood Road Bridge Replacement Fee & TCE* $7,500.00
14-48 Brentwood Orwood Road Bridge Replacement Offer of Dedication N/A
14-52 Brentwood Orwood Road Bridge Replacement
Offer of Dedication
(Portion)N/A
14-42 Byron Vasco Road Safety Improvements Access Rights $9,520.00
14-04 Clayton Marsh Creek Wingwall Repair
Offer of Dedication
Acceptance N/A
14-13 Clayton
Marsh Creek Road Safety
Improvements
Slope Easement &
TCE*$7,000.00
14-34 Clayton Marsh Creek Wingwall Repair Offer of Dedication N/A
14-49 Clayton Marsh Creek Bridge Scour Repair Offer of Dedication N/A
14-60 Clayton
Marsh Creek Road Safety
Improvements at Deer Valley Fee & TCE* $4,500.00
14-61 Clayton
Marsh Creek Road Safety
Improvements at Deer Valley
Offer of Dedication
for Road Purposes N/A
14-41
6/24/14 El Cerrito San Pablo Dam Road Walkability TCE* $4,200.00
14-43 El Cerrito San Pablo Dam Road Walkability Fee & TCE* $20,000.00
14-44 El Cerrito San Pablo Dam Road Walkability TCE* $500.00
14-45 El Cerrito San Pablo Dam Road Walkability TCE* $4,000.00
14-05 El Sobrante San Pablo Dam Road Walkability
Offer of Dedication
Acceptance N/A
14-06 El Sobrante San Pablo Dam Road Walkability
Offer of Dedication
Temporary
Acceptance
N/A
14-09 El Sobrante San Pablo Dam Road Walkability TCE* $2,200.00
14-10 El Sobrante San Pablo Dam Road Walkability TCE* $1,250.00
Page 1 of 3
*TCE - Temporary Construction EasementFebruary 9, 2016 Official Minutes 151
2014 Report of Real Estate Acquisition
Certificate of Acceptances
CERT.
NO.AREA PROJECT/PURPOSE INTEREST PRICE
14-14 El Sobrante San Pablo Dam Road Walkability TCE* $1,100.00
14-15 El Sobrante San Pablo Dam Road Walkability Fee & TCE* $17,400.00
14-16 El Sobrante San Pablo Dam Road Walkability TCE* $5,100.00
14-17 El Sobrante San Pablo Dam Road Walkability TCE* $530.00
14-18 El Sobrante San Pablo Dam Road Walkability TCE* $1,700.00
14-19 El Sobrante San Pablo Dam Road Walkability TCE* $1,250.00
14-20 El Sobrante San Pablo Dam Road Walkability TCE* $2,000.00
14-21 El Sobrante San Pablo Dam Road Walkability TCE* $1,000.00
14-22 El Sobrante San Pablo Dam Road Walkability TCE* $1,500.00
14-23 El Sobrante San Pablo Dam Road Walkability TCE* $2,800.00
14-24 El Sobrante San Pablo Dam Road Walkability TCE* $5,500.00
14-25 El Sobrante San Pablo Dam Road Walkability Fee & TCE* $9,900.00
14-26 El Sobrante San Pablo Dam Road Walkability TCE* $3,150.00
14-27 El Sobrante San Pablo Dam Road Walkability Fee & TCE $25,100.00
14-28 El Sobrante San Pablo Dam Road Walkability TCE* $1,244.00
14-31 El Sobrante San Pablo Dam Road Walkability TCE* $2,300.00
14-32 El Sobrante San Pablo Dam Road Walkability TCE* $3,000.00
14-33 El Sobrante San Pablo Dam Road Walkability TCE* $3,500.00
14-35 El Sobrante San Pablo Dam Road Walkability TCE* $4,150.00
14-36 El Sobrante San Pablo Dam Road Walkability Fee & TCE* $2,800.00
14-37 El Sobrante San Pablo Dam Road Walkability Fee & TCE* $12,200.00
14-38 El Sobrante San Pablo Dam Road Walkability Fee & TCE* $8,800.00
14-51 El Sobrante
Hillside Drive Sidewalk Gap
Closure TCE* $500.00
14-03 Martinez
Pacheco Boulevard Sidewalk Gap
Closure - Phase II
Offer of Dedication
Acceptance N/A
Page 2 of 3
*TCE - Temporary Construction EasementFebruary 9, 2016 Official Minutes 152
2014 Report of Real Estate Acquisition
Certificate of Acceptances
CERT.
NO.AREA PROJECT/PURPOSE INTEREST PRICE
14-07 Martinez
Alhambra Valley Road Safety
Improvements Grant of Easement $1,700.00
14-50 Martinez
Pacheco Boulevard Sidewalk Gap
Closure - Phase II Fee $24,100.00
14-53 Martinez
Pacheco Boulevard Sidewalk Gap
Closure - Phase II TCE*$500.00
14-59 Martinez
Pacheco Boulevard Sidewalk Gap
Closure - Phase II Fee & TCE* $15,200.00
14-63 Martinez
Pacheco Boulevard Sidewalk Gap
Closure - Phase II Offer of Dedication N/A
14-01 San Pablo
I-80 San Pablo Dam Road
Interchange Grant Deed & TCE* $21,000.00
14-02 San Pablo
I-80 San Pablo Dam Road
Interchange Grant Deed & TCE* $24,531.00
14-11 San Pablo
I-80 San Pablo Dam Road
Interchange TCE* $9,400.00
14-12 San Pablo
I-80 San Pablo Dam Road
Interchange Fee $9,000.00
14-30 San Pablo
I-80 San Pablo Dam Road
Interchange TCE* $14,500.00
14-41
6/23/14 San Pablo San Pablo Dam Road Walkability
Aerial Easement &
TCE*$5,050.00
14-47
7/23/14 San Pablo San Pablo Dam Road Walkability TCE* $9,500.00
14-47
8/19/14 San Pablo San Pablo Dam Road Walkability TCE* $1,650.00
14-55 San Pablo
I-80 San Pablo Dam Road
Interchange Aerial Easement N/A
14-62 San Pablo
I-80 San Pablo Dam Road
Interchange Improvement Grant of Easement N/A
14-58 San Ramon
Dougherty Road Slope & Access
Easement
Offer of Dedication of
Slope & Access (for
recording purposes
only)
N/A
14-29
14-46
Voided
Voided
Page 3 of 3
*TCE - Temporary Construction EasementFebruary 9, 2016 Official Minutes 153
2015 Report of Real Estate Acquisition
Certificate of Acceptances
CERT.
NO.AREA PROJECT/PURPOSE INTEREST PRICE
15-02 Antioch SR4 Somersville 160 (Seg 3B) Grant of Easement N/A
15-03 Antioch SR4 Somersville 160 (Seg 3B) Grant of Easement N/A
15-04 Antioch SR4 Somersville 160 (Seg 3B)
Fee & Slope
Easement N/A
15-10 Antioch SR4 Somersville 160 (Seg 3B) Fee N/A
15-11 Antioch SR4 Somersville 160 (Seg 3B) TCE*$40,000.00
15-05 Brentwood
SR4 Bypass Authority - Balfour
Road Interchange
Relinquishment of
Access Rights N/A
15-06 Brentwood
SR4 Bypass Authority - Balfour
Road Interchange Quitclaim Deed N/A
15-07 Brentwood
SR4 Bypass Authority - Balfour
Road Interchange Quitclaim Deed N/A
15-08 Brentwood
SR4 Bypass Authority - Balfour
Road Interchange
Relinquishment of
Access Rights N/A
15-12 Brentwood SR4 Bypass Authority TCE*$4,700.00
15-16 Brentwood Balfour Road Widening Easement $6,800.00
15-14 Byron LP 91-2078 - Byron Airport Avigation Easement N/A
15-20 Byron Byron Highway at Camino Diablo Grant Deed $21,600.00
15-09 Concord 2090 Commerce Drive
Settlement
Agreement N/A
15-13 Danville Subdivision 9315
Offer of Dedication -
PUE* (Recording N/A
15-21 Danville Alamo Creek - SD 15-09314 Offer of Dedication N/A
15-19 El Sobrante San Pablo Dam Road Walkability Grant Deed $20,000.00
15-01 Martinez
Pacheco Boulevard Sidewalk Gap
Closure - Phase II TCE*$5,000.00
15-17 Martinez
Alhambra Valley Road Safety
Improvements Grant Deed $700.00
15-18 Martinez
Alhambra Valley Road Safety
Improvements
Grant Deed, Slope
Easement & TCE*$8,500.00
15-15 Pittsburg SR4 Railroad to Loveridge Quitclaim Deed N/A
*TCE - Temporary Construction Easement
*PUE - Public Utilities EasementFebruary 9, 2016 Official Minutes 154
RECOMMENDATION(S):
APPROVE the Iron Horse Corridor-Hookston Station Landscape Improvements (#270-1301), Phase II Project and
AUTHORIZE the Public Works Director, or designee, to advertise the Project. Pleasant Hill area. (County Project
No. WH387B / WO#5592, DCD-CP#15-40) (District IV)
DETERMINE the Project is a California Environmental Quality Act (CEQA), Categorical Exemption Class 1(c),
pursuant to Article 19, Section 15301 of the CEQA Guidelines, and
DIRECT the Director of Conservation and Development to file a Notice of Exemption with the County Clerk, and
AUTHORIZE the Public Works Director to arrange for payment of a $25 fee to Conservation and Development for
processing, and a $50 fee to the County Clerk for filing the Notice of Exemption.
FISCAL IMPACT:
100% East Bay Regional Park District Measure WW funds.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: L. Chavez, Environmental (925)
313-2366
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 4
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVE the Iron Horse Corridor-Hookston Station Landscape Improvements (#270-1301), Phase II Project and
related CEQA actions, Pleasant Hill area.
February 9, 2016 Official Minutes 155
BACKGROUND:
The purpose of the Project is to install landscape improvements (approximately 1,400 linear feet) along a section
of the Iron Horse Corridor at Hookston Station, between Hookston Road and Mayhew Way in the Pleasant Hill
area.
The Project consists of installing irrigation piping systems, tree and shrubbery plantings, and other landscaping
improvements. The Project also includes installing approximately 1,000 linear feet of asphalt concrete on an
existing earthen path that roughly parallels this section of the Iron Horse Trail for alternative pedestrian use.
Pedestrians will be able to use the alternative pedestrian paved path, allowing bicycles to utilize the adjacent Iron
Horse Trail.
CONSEQUENCE OF NEGATIVE ACTION:
Delay in approving the project may result in a delay of design, construction, and may jeopardize funding.
CHILDREN'S IMPACT STATEMENT:
ATTACHMENTS
CEQA Documents
February 9, 2016 Official Minutes 156
February 9, 2016 Official Minutes 157
February 9, 2016Official Minutes158
February 9, 2016 Official Minutes 159
February 9, 2016 Official Minutes 160
G:\engsvc\ENVIRO\Capital Projects-Facilities\Iron Horse Corridor-Hookston Sta.
Landscape Improve.-Ph. II (WO#5592)\NOE (2016 fees).doc
Form Revised: December 2016
CALIFORNIA ENVIRONMENTAL QUALITY ACT
Notice of Exemption
To: Office of Planning and Research From: Contra Costa County
P.O. Box 3044, Room 113 Dept. of Conservation & Development
Sacramento, CA 95812-3044 30 Muir Road
Martinez, CA 94553
County Clerk
County of: Contra Costa
Project Title: Iron Horse Corridor-Hookston Station Landscape Improvements(#270-1301), Phase II
Project No.: WH387B / WO#5592 CP#15-40
Project Applicant: Contra Costa County Public Works Department
Project Location – Specific: Iron Horse Corridor between Hookston Rd. and Mayhew Way
Project Location: Pleasant Hill, California Project Location – County: Contra Costa
Description of Nature, Purpose and Beneficiaries of Project: The purpose of this Project is to install landscape improvements
(approximately 1,400 LF) along a section of the Iron Horse Corridor at Hookston Station, between Hookston Road and Mayhew Way in
the Pleasant Hill area.
The Project consists of installing irrigation piping systems, tree and shrubbery plantings, and other landscaping improvements. The
Project also includes installing approximately 1,000 linear feet of asphalt concrete on an existing earthen path that roughly parallels this
section of the Iron Horse Trail for alternative pedestrian use. Pedestrians will be able to use the alternative pedestrian paved path,
allowing bicycles to utilize the adjacent Iron Horse Trail.
Since the Project area was previously occupied by Southern Pacific Railroad until 1978 and is an active SLIC (Spills, Leaks,
Investigations and Cleanup) case currently under the oversight of the Regional Water Quality Control Board, the County hired ENGEO,
Inc. to conduct soil analysis, prepare a Remedial Investigation Report (Report), and develop a Work Plan in support of the Project.
Contra Costa County Health Services (CCCHS) reviewed and approved the Report and Work Plan. Pursuant to the Report and Work
Plan, during construction appropriate Best Management Practices (BMPs) will be implemented for the Project including soil stockpile
management and testing, construction dust management, and other recommendations identified in the Report and Work Plan.
Real property transactions including right-of-way may be necessary in support of the Project. General Plan Conformance may be
necessary from the City of Pleasant Hill.
Name of Public Agency Approving Project: Contra Costa County
Name of Person or Agency Carrying Out Project: Contra Costa County Public Works Department
Exempt Status:
Ministerial Project (Sec. 21080(b) (1); 15268; Categorical Exemption: Class 1(c)
Declared Emergency (Sec. 21080(b)(3); 15269(a)); Other Statutory Exemption, Code No.:
Emergency Project (Sec. 21080(b)(4); 15269(b)(c)); General Rule of Applicability [Article 5, Section 15061 (b)(3)]
Reasons why project is exempt: The project consists of the minor alteration of existing facilities or public structures, facilities,
mechanical equipment, or topographical features, involving negligible or no expansion of use beyond that existing at the time of the lead
agency’s determination, pursuant to section 15301(c) of the CEQA guidelines.
Lead Agency Contact Person: Trina R. Torres - Public Works Dept. Area Code/Telephone/Extension: (925) 313-2176
If filed by applicant:
1. Attach certified document of exemption finding.
2. Has a Notice of Exemption been filed by the public agency approving the project? Yes No
Signature: Date: Title: _________________________
Signed by Lead Agency Signed by Applicant
AFFIDAVIT OF FILING AND POSTING
I declare that on I received and posted this notice as required by California
Public Resources Code Section 21152(c). Said notice will remain posted for 30 days from the filing date.
Signature Title
Applicant: Department of Fish and Game Fees Due
Public Works Department EIR - $3,070.00 Total Due: $ 75.00
255 Glacier Drive Neg. Dec. - $2,210.25 Total Paid $
Martinez, CA 94553 DeMinimis Findings - $0
Attn: Trina Torres County Clerk - $50 Receipt #:
Environmental Services Division Conservation & Development - $25
Phone: (925) 313-2176
February 9, 2016 Official Minutes 161
RECOMMENDATION(S):
APPROVE the Canal Road Bridge Project and AUTHORIZE the Public Works Director, or designee, to advertise the
Project, Bay Point area. [Project No.0662-6R-4080, DCD-CP#11-58 (District V)], and
FIND, on the basis of the Initial Study/Mitigated Negative Declaration and all comments received and staff responses
contained herein, that there is no substantial evidence the Project may have significant effect on the environment, and
ADOPT the Mitigated Negative Declaration and Mitigation and Monitoring Reporting Program in compliance with
the California Environmental Quality Act (CEQA), pursuant to Article 6, Section 15070(a), (the custodian of which
is the Department of Conservation and Development Director who is located at 30 Muir Road, Martinez, CA), and
DIRECT the Director of Conservation and Development to file a Notice of Determination with the County Clerk, and
AUTHORIZE the Public Works Director to arrange for payment of $2210.25 for California Department of Fish and
Wildlife fees, a $50 fee to the County Clerk for filing the Notice of Determination, and a $25 fee to Department of
Conservation and Development for processing.
FISCAL IMPACT:
88% Federal Highway Bridge Program, 12% Local Road Funds.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Leigh Chavez, Environmental (925)
313-2366
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Public Works, Finance - L. Mangabay, Public Works, Environmental, L. Chavez, Public Works, Design/Construction, N. Leary
C. 2
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVE the Canal Road Bridge Project (Project) and related actions under the California Environmental Quality
Act.
February 9, 2016 Official Minutes 162
BACKGROUND:
The purpose of this project is to replace the existing structurally deficient bridge that carries Canal Road over the
Contra Costa Canal, with one that meets current load and functional standards for public safety. The Project
consists of bridge replacement; raising the roadway and bridge profile by as much as 3.5 feet; reconstruction of
the existing roadway; reconstruction/raising the canal maintenance access roads at all four corners of the bridge
and adjacent driveways to conform between the raised road profile and the existing terrain; removal of an existing
pedestrian bridge because those facilities will be incorporated into the new bridge, and accompanying utility
relocation and right-of-way transactions. Tree and shrubbery removal and trimming will be necessary in support
of the Project. A full detour will be necessary. Emergency vehicles will be re-routed in some cases but access will
be maintained.
CONSEQUENCE OF NEGATIVE ACTION:
Delay in approving the project may result in a delay of design, construction, and may jeopardize funding.
CHILDREN'S IMPACT STATEMENT:
ATTACHMENTS
Notice of Determination
Comments & Responses
Final CEQA
February 9, 2016 Official Minutes 163
CALIFORNIA ENVIRONMENTAL QUALITY ACT
NOTICE OF DETERMINATION
Authority cited: Sections 21083, Public Resources Code.
Reference Section 21000-21174, Public Resources Code.
\\PW-DATA\grpdata\engsvc\ENVIRO\TransEng\Canal Bridge WO4080\CEQA\Admin D4 DCD\Sent to DCD Nov 2\Canal NOD-template.doc Form updated December
2014
To: Office of Planning and Research From: Contra Costa County
P.O. Box 3044, Room 113 Dept. of Conservation & Development
Sacramento, CA 95812-3044 30 Muir Road
Martinez, CA 94553
County Clerk
County of: Contra Costa
State Clearinghouse Number: SCH# 2015122067
Project Title: 0662-6R-4080 and CP#11-58
Project Applicant: Contra Costa County Public Works Department
Project Location: The project is located 0.5 mile west of Bailey Road, located in the community of Bay
Point in the north-central area of Contra Costa County.
Project Description:
The purpose of this project is to replace an existing bridge that carries Canal Road over the Contra Costa Canal.
The Project consists of bridge replacement; raising the roadway and bridge profile by as much as 3.5 feet;
reconstruction of the existing roadway; reconstruction/raising the canal maintenance access roads at all four
corners of the bridge and adjacent driveways to conform between the raised road profile and the existing terrain;
removal of an existing pedestrian bridge because those facilities will be incorporated into the new bridge, and
accompanying utility relocation and right-of-way transactions. Tree and shrubbery removal and trimming will be
necessary in support of the Project. In order to minimize damage to trees, any roots exposed during
construction activities will be clean cut and tree branches will be trimmed. There will be no deck drains on the
new bridge. Storm water runoff will be captured in a new inlet and runoff in the roadway over the entire project
will be directed to a new inlet at the northeast corner of the Project and be conveyed into the existing 42” storm
drain. A full detour will be necessary. Emergency vehicles will be re-routed in some cases but access will be
maintained.
The project was approved on:
1. The project [ will will not] have a significant effect on the environment.
2. An Environmental Impact Report was prepared for this project pursuant to the provisions of CEQA.
A Mitigated Negative Declaration was prepared for this project pursuant to the provisions of CEQA.
3. Mitigation measures [ were were not] made a condition of the approval of the project.
4. A mitigation reporting or monitoring plan [ was was not] adopted for this project.
5. A statement of Overriding Considerations [ was was not] adopted for this project.
6. Findings [ were were not] made pursuant to the provisions of CEQA.
Notice of Determination sent to Office of Planning and Research.*
This is to certify that the final EIR with comments and responses and record of project approval, or the
Mitigated Negative Declaration, is available to the General Public at:
Contra Costa County Public Works Department
255 Glacier Drive, Martinez, CA 94553
Signature (Contra Costa County): Title:
Date: Date Received for filing at OPR:
AFFIDAVIT OF FILING AND POSTING
I declare that on ____________________________________________ I received and posted this notice as required
by California Public Resources Code Section 21152(c). Said not ice will remain posted for 30 days from the filing date.
Signature Title:
Applicant: Department of Fish and Game Fees Due
Public Works Department EIR - $3,069.75 Total Due: $ 75.00
255 Glacier Drive Neg. Dec. - $2,210.00 Total Paid $
Martinez, CA 94553 DeMinimis Findings - $0
Attn: Ave’ Brown County Clerk - $50 Receipt #:
Environmental Services Division Conservation & Development - $25
Phone: (925) 313-2311
*Notice of Determination may be sent by fax to (916) 323-3018, if followed up with a duplicate mailed copy.
February 9, 2016 Official Minutes 164
February 9, 2016 Official Minutes 165
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RECOMMENDATION(S):
ADOPT Resolution No. 2016/73 approving and authorizing the Public Works Director, or designee, to partially close
a portion of Willow Pass Road between Marin Avenue and Manor Drive, on May 30, 2016 from 10:00 a.m. through
11:00 a.m., for the purpose of Bay Point Spring Derby Parade, Bay Point area. (District V)
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
Applicant shall follow guidelines set forth by the Public Works Department.
CONSEQUENCE OF NEGATIVE ACTION:
Applicant will be unable to close the road for planned activities.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Bob Hendry, 925-674-7744
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 5
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:Close a portion of Willow Pass Road between Marin Avenue and Manor Drive, on May 30, 2016 for Bay Point
Spring Derby Parade, Bay Point area.
February 9, 2016 Official Minutes 258
AGENDA ATTACHMENTS
Resolution No. 2016/73
MINUTES ATTACHMENTS
Signed: Resolution No.
2016/73
February 9, 2016 Official Minutes 259
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:John Gioia
ABSTAIN:
RECUSE:
Resolution No. 2016/73
Approving and Authorizing the Public Works Director, or designee, to partially close a portion of Willow Pass Road between
Marin Avenue and Manor Drive, on May 30, 2016 from 10:00 a.m. through 11:00 a.m., for the purpose of Bay Point Spring
Derby Parade, Bay Point area. (District V)
RC 16-1
NOW, THEREFORE, BE IT RESOLVED that permission is granted to Bay Point Garden Club to partially close Willow Pass
Road between Marin Avenue and Manor Drive, except for emergency traffic, on May 30, 2016 for the period of 10:00 a.m.
through 11:00 a.m., subject to the following conditions:
1. Traffic will be detoured via neighboring street per traffic control plan reviewed by Public Works.
2. All signing to be in accordance with the California Manual on Uniform Traffic Control Devices.
3. Bay Point Garden Club shall comply with the requirements of the Ordinance Code of Contra Costa County.
4. Provide the County with a Certificate of Insurance in the amount of $1,000,000.00 for Comprehensive General Public Liability
which names the County as an additional insured prior to permit issuance.
5. Obtain approval for the closure from the Sheriff’s Department, the California Highway Patrol and the Fire District.
Contact: Bob Hendry, 925-674-7744
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
4
1
February 9, 2016 Official Minutes 260
February 9, 2016Official Minutes261
RECOMMENDATION(S):
ADOPT Resolution No. 2016/75 accepting as complete the contracted work performed by Granite Rock Company
for the Marsh Creek Road Safety Improvements Project, as recommended by the Public Works Director, Clayton
area. Project No. 0662-6R4025-15
FISCAL IMPACT:
Project was funded by 49.5% High Risk Rural Road (HRRR) Funds, 7.2% Proposition 1B Funds, 34.8% East County
Area of Benefit Funds, and 8.5% Contra Costa Water District Funds.
BACKGROUND:
The Public Works Director reports that said work has been inspected and complies with the approved plans, special
provisions and standard specifications and recommends its acceptance as complete as of December 18, 2015.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Kevin Emigh, 925-313-2233
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 3
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:Notice of Completion of Contract for the Marsh Creek Road Safety Improvements Project, Clayton area.
February 9, 2016 Official Minutes 262
CONSEQUENCE OF NEGATIVE ACTION:
The contractor will not be paid and acceptance notification will not be recorded.
AGENDA ATTACHMENTS
Resolution No. 2016/75
MINUTES ATTACHMENTS
Signed: Resolution No. 2016/75
February 9, 2016 Official Minutes 263
Recorded at the request of:Clerk of the Board
Return To:Public Works, Design/Construction Division
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:Candace Andersen, District II SupervisorMary N. Piepho, District III SupervisorKaren Mitchoff, District IV SupervisorFederal D.
Glover, District V Supervisor
NO:
ABSENT:John Gioia, District I Supervisor
ABSTAIN:
RECUSE:
Resolution No. 2016/75
In the Matter of Accepting and Giving Notice of Completion of Contract for the Marsh Creek Road Safety Improvements
Project, Clayton area. Project No. 0662-6R4025-15
WHEREAS the Board of Supervisors RESOLVES that on June 16, 2015, the County contracted with Granite Rock Company,
for the work generally consisting of realigning the existing curve, both horizontally and vertically. A 22 foot wide detour road
was built south of existing project to detour traffic off the existing road during realignment. A steel crib wall and Midwest
guardrail system were installed off the new north edge of paved shoulder. Work also included drainage ditches, driveway
culverts, signing, striping and utility coordination for utility to relocate a 4 inch CCWD waterline and AT&T joint poles, and
temporary removal of a call box in the Clayton area, with Western Surety Company as surety, for work performed on the
grounds of the County; and
The Public Works Director reports that said work has been inspected and complies with the approved plans, special provisions
and standard specifications and recommends its acceptance as complete as of December 18, 2015.
NOW THEREFORE, BE IT RESOLVED said work is ACCEPTED as complete on said date, and the Clerk shall file with the
County Recorder a copy of this resolution and Notice as a Notice of Completion for said contract.
Contact: Kevin Emigh, 925-313-2233
I hereby certify that this is a true and correct copy of an action taken and
entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
February 9, 2016 Official Minutes 264
February 9, 2016Official Minutes265
RECOMMENDATION(S):
ADOPT Resolution No. 2016/72 accepting completion of landscape improvements for a Subdivision Agreement
(Right of Way Landscaping) for subdivision SD99-08306, for a project being developed by Shapell Homes, a
Division of Shapell Industries, Inc., a Delaware Corporation, as recommended by the Public Works Director, San
Ramon (Dougherty Valley) area. (District II)
FISCAL IMPACT:
100% Developer Fees. The funds to be released are developer fees that have been held on deposit.
BACKGROUND:
The developer has completed the landscape improvements per the Subdivision Agreement (Right of Way
Landscaping), and in accordance with the Title 9 of the County Ordinance Code.
CONSEQUENCE OF NEGATIVE ACTION:
The completion of improvements will not be accepted.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Jocelyn LaRocque,
925-313-2315
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 7
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:Accepting completion of landscape improvements for subdivision SD99-08306, San Ramon (Dougherty Valley) area.
February 9, 2016 Official Minutes 266
AGENDA ATTACHMENTS
Resolution No. 2016/72
MINUTES ATTACHMENTS
Signed: Resolution No.
2016/72
February 9, 2016 Official Minutes 267
Recorded at the request of:BOARD OF SUPERVISORS
Return To:PUBLIC WORKS DEPARTMENT, ENGINEERING SERVICES DIVISION
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:Candace Andersen, District II SupervisorMary N. Piepho, District III SupervisorKaren Mitchoff, District IV SupervisorFederal D.
Glover, District V Supervisor
NO:
ABSENT:John Gioia, District I Supervisor
ABSTAIN:
RECUSE:
Resolution No. 2016/72
IN THE MATTER OF accepting completion of landscape improvements for a Subdivision Agreement (Right of Way
Landscaping) for subdivision SD99-08306, for a project being developed by Shapell Homes, a Division of Shapell Industries,
Inc., a Delaware Corporation, as recommended by the Public Works Director, San Ramon (Dougherty Valley) area. (District II)
These improvements are approximately located near Bollinger Canyon Road.
WHEREAS, the Public Works Director has notified this Board that the landscaping improvements for subdivision SD99-08306,
have been completed as provided in the Subdivision Agreement (Right of Way Landscaping) with Shapell Homes, a Division of
Shapell Industries, Inc., a Delaware Corporation, heretofore approved by this Board.
NOW, THEREFORE, BE IT RESOLVED that the landscape improvements have been COMPLETED as of February 9, 2016,
thereby establishing the six-month terminal period for the filing of liens in case of action under said Subdivision Agreement
(Right of Way Landscaping):
DATE OF AGREEMENT:
August 14, 2007
NAME OF SURETY:
Liberty Mutual Insurance Company
BE IT FURTHER RESOLVED the payment (labor and materials) surety for $384,350.00, Bond No. 024022285 issued by the
above surety be RETAINED for the six month lien guarantee period until July 9, 2016, at which time the Board AUTHORIZES
the release of said surety less the amount of any claims on file.
BE IT FURTHER RESOLVED that the landscaping improvements for subdivision SD99-08306, as shown and dedicated for
public use on the Final Map of Subdivision SD99-08306, filed August 1, 2006, in Book 492 of maps at Page 47, Official Records
of Contra Costa County, State of California, are ACCEPTED AS COMPLETE.
BE IT FURTHER RESOLVED that the San Ramon City Council shall accept the landscape improvements for maintenance in
accordance with the Dougherty Valley Memorandum of Understanding.
BE IT FURTHER RESOLVED that there is no warranty and maintenance period required, and the Public Works Director is
AUTHORIZED to refund the $7,700.00 cash security for performance (Auditor's Deposit Permit No. DP486154, dated July 5,
February 9, 2016 Official Minutes 268
2007) plus interest in accordance with Government Code Section 53079, if appropriate, to Shapell Homes, a Division of Shapell
Industries, Inc., a Delaware Corporation, pursuant to the requirements of the Ordinance Code; and the Subdivision Agreement
(Right of Way Landscaping) and surety bond, Bond No. 024022285, dated June 15, 2007 are exonerated.
Contact: Jocelyn LaRocque, 925-313-2315
I hereby certify that this is a true and correct copy of an action taken and
entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
February 9, 2016 Official Minutes 269
February 9, 2016Official Minutes270
February 9, 2016Official Minutes271
RECOMMENDATION(S):
ADOPT Resolution No. 2016/71 accepting completion of warranty period for the Subdivision Agreement (Right of
Way Landscaping) and release of cash deposit for faithful performance, for subdivision SD05-08943, for a project
developed by Shapell Homes, a Division of Shapell Industries, Inc., a Delaware Corporation, as recommended by the
Public Works Director, San Ramon (Dougherty Valley) area. (District II)
FISCAL IMPACT:
100% Developer Fees. The funds to be released are developer fees that have been held on deposit.
BACKGROUND:
The landscape improvements have met the guarantee performance standards for the warranty period following
completion and acceptance of the improvements.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Jocelyn LaRocque,
925-313-2315
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Design/Construction Division, Dept. of Development & Conservation - Planning, Shapell Homes, , 6800 Koll Center Pkwy., Ste. 320, Pleasanton, CA 94566, Liberty Mutual
Insurance Co. 505 S. Main St., Ste. 830, Orange, CA 92868, City of San Ramon - C. Low, Engineering Services Originator: J. Hernandez
C. 6
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:Accepting completion of warranty period for Subdivision Agreement (Right of Way Landscaping) SD05-08943, San
Ramon (Dougherty Valley) area.
February 9, 2016 Official Minutes 272
CONSEQUENCE OF NEGATIVE ACTION:
The developer will not receive a refund of the cash deposit, the Subdivision Agreement (Right of Way
Landscaping) and performance/maintenance surety bond will not be exonerated, and the billing account will not
be liquidated and closed.
CHILDREN'S IMPACT STATEMENT:
AGENDA ATTACHMENTS
Resolution No. 2016/71
MINUTES ATTACHMENTS
Signed: Resolution No. 2016/71
February 9, 2016 Official Minutes 273
Recorded at the request of:BOARD OF SUPERVISORS
Return To:PUBLIC WORKS DEPARTMENT, ENGINEERING SERVICES DIVISION
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:Candace Andersen, District II SupervisorMary N. Piepho, District III SupervisorKaren Mitchoff, District IV SupervisorFederal D.
Glover, District V Supervisor
NO:
ABSENT:John Gioia, District I Supervisor
ABSTAIN:
RECUSE:
Resolution No. 2016/71
IN THE MATTER OF accepting completion of warranty period for the Subdivision Agreement (Right of Way Landscaping) and
release of cash deposit for faithful performance, for subdivision SD05-08943, for a project developed by Shapell Homes, a
Division of Shapell Industries, Inc., a Delaware Corporation, as recommended by the Public Works Director, San Ramon
(Dougherty Valley) area. (District II)
WHEREAS On June 5, 2012, this Board resolved that the landscape improvements in subdivision SD05-08943 were completed
as provided in the Subdivision Agreement (Right of Way Landscaping) with Shapell Homes, a Division of Shapell Industries,
Inc., a Delaware Corporation and now on the recommendation of the Public Works Director;
The Board hereby FINDS that the improvements have satisfactorily met the guaranteed performance standards for the period
following completion and acceptance.
NOW, THEREFORE, BE IT RESOLVED that the Public Works Director is AUTHORIZED to REFUND the $4,700.00 cash
deposit (Auditor’s Deposit Permit No. 492845, dated November 15, 2007) plus interest to Shapell Homes, a Division of Shapell
Industries, Inc., a Delaware Corporation in accordance with Government Code Section 53079, if appropriate, Ordinance Code
Section 94-4.406, and the subdivision agreement.
BE IT FURTHER RESOLVED that upon completion of the warranty and maintenance period, the San Ramon City Council shall
accept the landscape improvements for maintenance and ownership in accordance with the Dougherty Valley Memorandum of
Understanding.
BE IT FURTHER RESOLVED that the warranty period has been completed and the Subdivision Agreement (Right-of-Way
Landscaping) and surety bond, Bond No.024028234, dated November 27, 2007, issued by Liberty Mutual Insurance Company,
are exonerated.
Contact: Jocelyn LaRocque, 925-313-2315
I hereby certify that this is a true and correct copy of an action taken and
entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
February 9, 2016 Official Minutes 274
cc: Design/Construction Division, Dept. of Development & Conservation - Planning, Shapell Homes, , 6800 Koll Center Pkwy., Ste. 320, Pleasanton, CA
94566, Liberty Mutual Insurance Co. 505 S. Main St., Ste. 830, Orange, CA 92868, City of San Ramon - C. Low, Engineering Services Originator: J.
Hernandez
February 9, 2016 Official Minutes 275
February 9, 2016Official Minutes276
RECOMMENDATION(S):
ADOPT Resolution No. 2016/60 accepting the Grant Deed of Development Rights for minor subdivision
MS13-00006, for a project being developed by Kimberli R. Edmonson and Clifford Edmonson, as recommended by
the Public Works Director, Alamo area. (District II)
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
The Grant Deed of Development Rights (Creek Structural Setback) is required per Condition of Approval No. 46.
CONSEQUENCE OF NEGATIVE ACTION:
The Grant Deed of Development Rights (Creek Structural Setback) will not be recorded.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Jocelyn LaRocque,
925-313-2315
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Engineering Services Originator: C. Tom, Dept. of Development & Conservation - Planning, Kevin Degnan, 250 Likely Drive, Alamo, CA 94507, Jeff Dudum, DUDUMCORP,
P.O. BOX 121, Alamo, CA 94507, Kimberli and Clifford Edmondson, 2342 Stone Valley Road, Alamo, CA 94507
C. 8
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:Accepting the Grant Deed of Development Rights (Creek Structural Setback) for minor subdivision MS13-00006,
Alamo area.
February 9, 2016 Official Minutes 277
AGENDA ATTACHMENTS
Resolution No. 2016/60
Grant Deed of Development Rights
MINUTES ATTACHMENTS
Signed: Resolution No. 2016/60
Signed: Grant Deed of Development
Rights
February 9, 2016 Official Minutes 278
Recorded at the request of:BOARD OF SUPERVISORS
Return To:PUBLIC WORKS DEPARTMENT, ENGINEERING SERVICES DIVISION
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:Candace Andersen, District II SupervisorMary N. Piepho, District III SupervisorKaren Mitchoff, District IV SupervisorFederal D.
Glover, District V Supervisor
NO:
ABSENT:John Gioia, District I Supervisor
ABSTAIN:
RECUSE:
Resolution No. 2016/60
IN THE MATTER OF accepting the Grant Deed of Development Rights (Creek Structural Setback) for minor subdivision
MS13-00006, for a project being developed by Kimberli R. Edmondson and Clifford Edmondson, as recommended by the
Public Works Director, Alamo area. (District II)
NOW, THEREFORE, BE IT RESOLVED that the following instrument is hereby ACCEPTED FOR RECORDING ONLY:
INSTRUMENT: Grant Deed of Development Rights (Creek Structural Setback)
REFERENCE: APN: 193-252-027
GRANTOR: Kimberli R. Edmondson and Clifford Edmondson
AREA: Alamo
DISTRICT: II
Contact: Jocelyn LaRocque, 925-313-2315
I hereby certify that this is a true and correct copy of an action taken and
entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Engineering Services Originator: C. Tom, Dept. of Development & Conservation - Planning, Kevin Degnan, 250 Likely Drive, Alamo, CA 94507, Jeff
Dudum, DUDUMCORP, P.O. BOX 121, Alamo, CA 94507, Kimberli and Clifford Edmondson, 2342 Stone Valley Road, Alamo, CA 94507
February 9, 2016 Official Minutes 279
February 9, 2016 Official Minutes 280
February 9, 2016 Official Minutes 281
February 9, 2016 Official Minutes 282
February 9, 2016 Official Minutes 283
February 9, 2016 Official Minutes 284
February 9, 2016 Official Minutes 285
February 9, 2016 Official Minutes 286
February 9, 2016Official Minutes287
February 9, 2016Official Minutes288
February 9, 2016Official Minutes289
February 9, 2016Official Minutes290
February 9, 2016Official Minutes291
February 9, 2016Official Minutes292
February 9, 2016Official Minutes293
February 9, 2016Official Minutes294
RECOMMENDATION(S):
ADOPT Resolution No. 2016/70 approving the Final Map and Subdivision Agreement for subdivision SD 14-09297,
for a project being developed by Shapell Industries, Inc., a Delaware Corporation, as recommended by the Public
Works Director, San Ramon area (Dougherty Valley) (District III)
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
The Public Works Department has reviewed the conditions of approval for subdivision SD14-09297 and has
determined that all conditions of approval for the Final Map approval have been satisfied.
CONSEQUENCE OF NEGATIVE ACTION:
The Final Map and the Subdivision Agreement will not be approved and recorded.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Jocelyn A. B. LaRocque,
925-313-2315
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Design/Construction, Dept. of Development & Conservation - Planning, City of San Ramon - C. Low, Shapell Homes, , 6800 Koll Center Pkwy., Ste. 320, Pleasanton, CA 94566,
Hanover Insur. Co. 8259 S. Monarch Rd., San Ramon, CA 94583, Arch Insur. Co. 3 Parkway, Ste. 1500, Philadelphia, PA 19102, First American Title Company 1355 Willow Way,
#100 Concord, CA 94520, T - 12-9-2017
C. 9
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:Approving the Final Map and Subdivision Agreement for subdivision SD14-09297, San Ramon (Dougherty Valley)
area.
February 9, 2016 Official Minutes 295
AGENDA ATTACHMENTS
Resolution No. 2016/70
Final Map & Agreement /
Bonds
MINUTES ATTACHMENTS
Signed: Resolution No. 2016/70
February 9, 2016 Official Minutes 296
Recorded at the request of:BOARD OF SUPERVISORS
Return To:PUBLIC WORKS DEPARTMENT, ENGINEERING SERVICES DIVISION
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:Candace Andersen, District II SupervisorMary N. Piepho, District III SupervisorKaren Mitchoff, District IV SupervisorFederal D.
Glover, District V Supervisor
NO:
ABSENT:John Gioia, District I Supervisor
ABSTAIN:
RECUSE:
Resolution No. 2016/70
IN THE MATTER OF approving the Final Map and Subdivision Agreement for subdivision SD14-09297, for a project being
developed by Shapell Industries Inc., a Delaware Corporation, as recommended by the Public Works Director, San Ramon area
(Dougherty Valley). (District II)
WHEREAS the following documents were presented for Board approval this date:
1. Map
The final map of subdivision SD14-09297, a property located in the San Ramon (Dougherty Valley) area, Supervisorial District
II, said map having been certified by the proper officials.
2. Subdivision Agreement
A Subdivision Agreement with Shapell Industries, Inc., a Delaware Corporation, principal, whereby said principal agrees to
complete all improvements as required in said subdivision agreement within 2 years from the date of said agreement.
Accompanying said subdivision agreement is security guaranteeing completion of said improvements as follows:
A. Cash Bond
Performance amount: $17,000
Auditor’s Deposit Permit No. 702475 Date: January 14, 2016
Submitted by: Toll Brother Inc.
B. Surety Bond Bond Company: The Hanover Insurance Company
Bond Number: 1013945 Date: December 28, 2015
Performance Amount: $1,670,000
Labor & Materials Amount: $ 843,500
Principal: Shapell Industries Inc., a Delaware Corporation
3. Tax Letter
Letter from the County Tax collector stating that there are no unpaid County taxes heretofore levied on the property included in
February 9, 2016 Official Minutes 297
said map and that the 2015-2016 tax lien has been paid in full and the 2016-2017 tax lien, which became a lien on the first day of
January, 2016, is estimated to be $2,057,885.00, with security guaranteeing payment of said tax lien as follows:
A. Tax Surety Posted under Tract 9297
Bond Company: Arch Insurance Company
Bond Number: #SU1133215
Date: January 15, 2016
Amount: $ 2,057,885
Principal: Shapell Industries Inc., a Delaware Corporation
NOW, THEREFORE, BE IT RESOLVED:
1. That said subdivision, together with the provisions for its design and improvement, is DETERMINED to be consistent with the
County's general and specific plans.
2. That said Final Map is APPROVED and this Board does hereby REJECT on behalf of the public any streets, paths, or
easements shown thereon as dedicated to public use.
3. That said subdivision agreement is also APPROVED.
All deposit permits are on file with the Public Works Department.
Contact: Jocelyn A. B. LaRocque, 925-313-2315
I hereby certify that this is a true and correct copy of an action taken and
entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc: Design/Construction, Dept. of Development & Conservation - Planning, City of San Ramon - C. Low, Shapell Homes, , 6800 Koll Center Pkwy., Ste.
320, Pleasanton, CA 94566, Hanover Insur. Co. 8259 S. Monarch Rd., San Ramon, CA 94583, Arch Insur. Co. 3 Parkway, Ste. 1500, Philadelphia, PA 19102,
First American Title Company 1355 Willow Way, #100 Concord, CA 94520, T - 12-9-2017
February 9, 2016 Official Minutes 298
February 9, 2016 Official Minutes 299
February 9, 2016 Official Minutes 300
February 9, 2016 Official Minutes 301
February 9, 2016 Official Minutes 302
February 9, 2016 Official Minutes 303
February 9, 2016 Official Minutes 304
February 9, 2016 Official Minutes 305
February 9, 2016 Official Minutes 306
February 9, 2016 Official Minutes 307
February 9, 2016 Official Minutes 308
February 9, 2016 Official Minutes 309
February 9, 2016 Official Minutes 310
February 9, 2016 Official Minutes 311
February 9, 2016 Official Minutes 312
February 9, 2016 Official Minutes 313
February 9, 2016 Official Minutes 314
February 9, 2016 Official Minutes 315
February 9, 2016 Official Minutes 316
February 9, 2016 Official Minutes 317
February 9, 2016 Official Minutes 318
February 9, 2016Official Minutes319
February 9, 2016Official Minutes320
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Director of Airports, or designee, to waive the Consumer Price Index rent
adjustment for airport aviation tenants for a three-year period, starting April 1, 2016, and ending March 31, 2019.
Concord and Byron Areas (District III and District IV).
FISCAL IMPACT:
This action has no direct financial impact on the County General Fund. The Airport Enterprise Fund will not
recognize additional revenue estimated at $52,788 annually, based on a 2.6% Consumer Price Index factor.
BACKGROUND:
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Beth Lee (925) 681-4200
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 10
To:Board of Supervisors
From:Keith Freitas, Airports Director
Date:February 9, 2016
Contra
Costa
County
Subject:Consumer Price Index Rent Adjustment Waiver for the Buchanan Field and Byron Airports
February 9, 2016 Official Minutes 321
BACKGROUND: (CONT'D)
In 2013, the Airports Division created and began a business retention and attraction program to strengthen and grow
the Buchanan Field and Byron Airports. Airports staff convened an Economic Development Incentive Program
(EDIP) process, which included a diverse working group representing leasehold tenants, businesses, flight clubs,
County hangar and tie-down tenants, and the Aviation Advisory Committee, to help staff develop a program that
would best help us to retain and attract new aviation tenants. EDIP participants identified 48 total desired projects
and programs to meet the attraction and retention goals. The EDIP process was completed in late 2015 and included
a top 3 projects/programs prioritization list for both airports, Buchanan Field and Byron Airport.
One of the top priority items identified was to examine, and if deemed necessary adjust, the aviation use rents to
make the airports more financially competitive. Airports staff conducted a market rate rent comparison and found
that, in general, aviation rents at our airports are at the high end for the regional market, which could negatively affect
our ability to attract new - retain existing- tenants.
The County hangar tenants, which represent a majority of our tenancy, are scheduled to get a CPI rent increase on
April 1, 2016. As such, to better attract and retain aviation tenants, a three-year CPI waiver is being requested
starting April 1, 2016, and ending March 31, 2019, for aviation use tenants in order to make our aviation use rental
rates more comparable to other regional general aviation airports.
The CPI waiver is a crucial component in the County’s economic retention and development program for the
airports. The Aviation Advisory Committee discussed and supported this item at its January 14, 2016 meeting.
Staff will continue to work with the EDIP stakeholders as they develop a new Rates and Charges schedule for the
Buchanan Field and Byron Airports. The Rates and Charges schedule will be vetted through the public process in
advance of scheduling this item before the full Board of Supervisors for their review and approval.
CONSEQUENCE OF NEGATIVE ACTION:
Failure to implement a three-year CPI waiver will result in many airport tenants receiving a rent increase on April 1,
2016, which will make our rates even less competitive and may prompt a loss of aviation tenants, businesses and
associated revenue.
February 9, 2016 Official Minutes 322
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Chief Engineer, or designee, of the Contra Costa County Flood Control and Water
Conservation District to execute a license agreement between United States of America, by the Commandant of the
Coast Guard, and Contra Costa County Flood Control and Water Conservation District, effective January 1, 2016
through December 31, 2021, for the installation and operation of a rain gauge located atop the main building at the
Coast Guard Mount Diablo Communication Site, Clayton area. (Project No. WO8156)
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
The District monitors the collection of rain and stream gauge data, which also includes maintenance of rain and
stream gauges throughout Contra Costa County. The approval of this license will terminate the hold-over tenancy
covering use of the space that was in effect since June 1, 2008. The property owner has requested this license
agreement include indemnification language.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Julie Carlson, 925-313-2133
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 11
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:License Agreement for a rain gauge at the Coast Guard Mount Diablo Communication Site.
February 9, 2016 Official Minutes 323
CONSEQUENCE OF NEGATIVE ACTION:
The District will not be able to continue to use the Coast Guard Mount Diablo Communication Site for rain gauge
for data collecting.
ATTACHMENTS
License Agreement
February 9, 2016 Official Minutes 324
February 9, 2016 Official Minutes 325
February 9, 2016 Official Minutes 326
February 9, 2016 Official Minutes 327
February 9, 2016 Official Minutes 328
February 9, 2016 Official Minutes 329
February 9, 2016 Official Minutes 330
February 9, 2016 Official Minutes 331
RECOMMENDATION(S):
DENY claims filed by David Daniel, Eli Dominguez, Mary Duenas, Kamal Randhawa, Jeremy David Recht, Adam
Shaner, Lorraine Stewart, and Jose Francisco Lopez Urquiza. DENY Application to File Late Claim by Ciara
Chillous.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
*
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Joellen Balbas 925-335-1906
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 13
To:Board of Supervisors
From:David Twa, County Administrator
Date:February 9, 2016
Contra
Costa
County
Subject:claims
February 9, 2016 Official Minutes 332
RECOMMENDATION(S):
RECEIVE this report and AUTHORIZE payment in the amount of $387.19 for the loss suffered to employee David
Brown's cellphone and service weapon which were damaged while performing his job duties.
FISCAL IMPACT:
Liability Internal Service Fund payment of $387.19.
BACKGROUND:
Sharon Hymes-Offord, Risk Manager for the County, recommends payment for personal property loss sustained by
our County worker. The matter has been investigated by the Risk Management Division of the County
Administrator's Office and determined that payment is appropriate under the Compensation for Loss or Damage to
Personal Property Policy as outlined in the County Administrative Bulletin 518.2. The cleaning costs for the service
weapon were $40.00 and the actual cash value of Mr. Brown's one year old Motorola Droid Max Cellphone is
$347.19, for a total of $387.19.
CONSEQUENCE OF NEGATIVE ACTION:
The County employee would lose on the costs he had to bear to replace the phone and have his service weapon
cleaned, both which are essential elements of his job duties.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Sharon Hymes-Offord
925-335-1442
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 12
To:Board of Supervisors
From:Sharon Offord Hymes, Risk Manager
Date:February 9, 2016
Contra
Costa
County
Subject:Personal Property Reimbursement
February 9, 2016 Official Minutes 333
RECOMMENDATION(S):
APPROVE Board meeting minutes for December 2015 and January 2026, as on file with the Office of the Clerk of
the Board.
FISCAL IMPACT:
None.
BACKGROUND:
Government Code Section 25101(b) requires the Clerk of the Board to keep and enter in the minute book of the
Board a full and complete record of the proceedings of the Board at all regular and special meetings, including the
entry in full of all resolutions and of all decisions on questions concerning the allowance of accounts. The vote of
each member on every question shall be recorded.
CONSEQUENCE OF NEGATIVE ACTION:
Contra Costa County will fail to meet the requirements of Government Code Section 25101(b).
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Joellen Balbas 925.335.1906
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
C. 14
To:Board of Supervisors
From:David Twa, County Administrator
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVE the Board Meeting minutes for December 2015 and January 2016
February 9, 2016 Official Minutes 334
RECOMMENDATION(S):
In the Matter of recognizing Boy Scouts of America Troop 151 and the 100th
anniversary.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Melissa Margain (925) 252-4500
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
C. 19
To:Board of Supervisors
From:Mary N. Piepho, District III Supervisor
Date:February 9, 2016
Contra
Costa
County
Subject:Boy Scout Troop 151 100th Anniversay
February 9, 2016 Official Minutes 335
AGENDA ATTACHMENTS
Resolution No. 2016/81
MINUTES ATTACHMENTS
Signed Resolution No.
2016/81
February 9, 2016 Official Minutes 336
In the matter of:Resolution No. 2016/81
RECOGNIZING BOY SCOUT TROOP 151 FOR 100 YEARS OF VALE-BASED YOUTH DEVELOPMENT.
WHEREAS, Boy Scout Troop 151 of Antioch, California is celebrating 100 years of value-based youth
development and;
WHEREAS, Troop 151 was founded six years after The Boy Scouts of America was established in 1910 and
one of the oldest troops in California and;
WHEREAS, Troop 151 focuses on programs consisting of traditional outdoor scouting activities such as
camping, hiking, backpacking, sports and community service and;
WHEREAS, The Boy Scouts of America provides a program for young people that builds character, trains
them in the responsibilities of participating citizenship, and develops personal fitness and;
WHEREAS, The Boy Scouts of America has helped build the future leaders of this country by combining
educational activities and lifelong values and;
WHEREAS, The Boy Scouts of America values include community service, community engagement,
leadership development and are important parts of the program as youth lead their own activities and work
their way toward earning Scouting’s highest rank, Eagle Scout and;
WHEREAS, there are currently 855,000 Boy Scouts and 485,000 adult volunteers in the United States and;
WHEREAS, The Boy Scouts of America through over a century of experience, has shown that helping youth
is a key to building a more conscientious, responsible, and productive society.
NOW, THEREFORE, BE IT RESOLVED THAT the Contra Costa County Board of Supervisors, hereby recognizes Boy
Scouts of America Troop 151(Antioch, CA) for 100 years of value-based youth development.
___________________
CANDACE ANDERSEN
Chair,
District II Supervisor
______________________________________
JOHN GIOIA MARY N. PIEPHO
District I Supervisor District III Supervisor
______________________________________
KAREN MITCHOFF FEDERAL D. GLOVER
District IV Supervisor District V Supervisor
I hereby certify that this is a true and correct copy of an action taken
and entered on the minutes of the Board of Supervisors on the date
shown.
ATTESTED: February 9, 2016
David J. Twa,
By: ____________________________________, Deputy
February 9, 2016 Official Minutes 337
C.19
February 9, 2016 Official Minutes 338
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Elaine Burres, 313-1717
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
C. 16
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Proclaiming February 2016 Eligibility Workers' Month
February 9, 2016 Official Minutes 339
AGENDA ATTACHMENTS
Resolution No. 2016/74
MINUTES ATTACHMENTS
Signed Resolution No.
2016/74
February 9, 2016 Official Minutes 340
In the matter of:Resolution No. 2016/74
Proclaiming February 2016 Eligibility Workers' Month
WHEREAS, the Eligibility Workers in Contra Costa County are experts in the primary benefits programs
of CalFresh, CalWORKs, Welfare-to-Work, Medi-Cal, General Assistance, Foster Care, Adoption
Assistance Program, and KinGAP; and,
WHEREAS, all programs have complex applications, and eligibility and case management processes; and,
WHEREAS, Eligibility Workers in Contra Costa County interview customers to obtain critical information
to determine eligibility as well as assist customers to receive benefits to which they may be entitled; and,
WHEREAS, Eligibility Workers conduct home visits to aged and severely impaired individuals to
determine Medi-Cal eligibility for In-Home Supportive Services (IHSS) applicants and recipients in Contra
Costa County; and,
WHEREAS, given the Department's "no wrong door" policy, the Eligibility Workers in Contra Costa
County are meeting the challenge of becoming multi-program workers; and,
WHEREAS, with Health Care Reform and the "no wrong door" service policy, the Eligibility Workers in
Contra Costa County now have expanded duties to support this newly eligible population; and,
WHEREAS, the Great Recession and Health Care Reform brought unprecedented numbers of people in
need of assistance to our doors and the Eligibility Workers in Contra Costa County have stepped up to the
challenge to provide that assistance with humanity and sensitivity through excellent and efficient customer
service.
Now, Therefore, Be It Resolved that the Contra Costa County Board of Supervisors hereby recognize the Eligibility Workers of
Contra Costa County for their hard work in assisting the unprecedented number of people needing program and benefits
assistance and health care coverage.
___________________
CANDACE ANDERSEN
Chair,
District II Supervisor
______________________________________
JOHN GIOIA MARY N. PIEPHO
District I Supervisor District III Supervisor
______________________________________
KAREN MITCHOFF FEDERAL D. GLOVER
District IV Supervisor District V Supervisor
I hereby certify that this is a true and correct copy of an action taken
and entered on the minutes of the Board of Supervisors on the date
shown.
ATTESTED: February 9, 2016
David J. Twa,
By: ____________________________________, Deputy
February 9, 2016 Official Minutes 341
PR.2, C.16
February 9, 2016 Official Minutes 342
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Lauri Byers (925) 957-8860
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
C. 17
To:Board of Supervisors
From:Candace Andersen, District II Supervisor
Date:February 9, 2016
Contra
Costa
County
Subject:Resolution recognizing Anna Tague as the Orinda Association 2015 Volunteer of the Year.
February 9, 2016 Official Minutes 343
AGENDA ATTACHMENTS
Resolution No. 2016/76
MINUTES ATTACHMENTS
Signed Resolution No.
2016/76
February 9, 2016 Official Minutes 344
In the matter of:Resolution No. 2016/76
Recognizing Anna Tague as the Orinda Association 2015 Volunteer of the Year.
Whereas, Anna Tague has never been one to sit back, if she sees a need in the community, she finds a way
to meet the need; and
Whereas, Anna has spent countless hours working with the Orinda Juniors, the Community Center
Auxiliary, the Orinda Association’s Seniors Around Town program, she has found time to organize Girl Scouts
for Christmas caroling around her Sleepy Hollow neighborhood, and book readers at Sleepy Hollow
Elementary School, all while raising her four children with her husband, Skip; and
Whereas, Anna started new family welcome packets for new residents moving into Orinda, after
remembering the difficulty she had figuring out where everything was and how to get started in a new
community; and
Whereas, Anna’s biggest contribution to Orinda and beyond is the establishment of POISE (Parents of
Orinda Individuals in Special Education) founded in 2009; the organization provides support, information
and mentorship for families with special needs children; and
Whereas, Anna’s personal experience for POISE started when her youngest daughter was born with a rare
genetic/chromosome deletion syndrome; and
Whereas, Anna became involved with the Orinda Intermediate School’s Diverse Abilities Awareness Week
educating students about different challenges and physical impairments; Anna took the program a step
further and included parents and the community, establishing an open house and many hands on activities,
she continues to help mentor families with special needs children; and
Whereas, Anna believes it’s all about establishing connections and supporting the community.
Now, Therefore, Be It Resolved that the Board of Supervisors of Contra Costa County does hereby honor Anna Tague in
recognition of her valuable role in Orinda and Contra Costa County.
___________________
CANDACE ANDERSEN
Chair,
District II Supervisor
______________________________________
JOHN GIOIA MARY N. PIEPHO
District I Supervisor District III Supervisor
______________________________________
KAREN MITCHOFF FEDERAL D. GLOVER
District IV Supervisor District V Supervisor
I hereby certify that this is a true and correct copy of an action taken
and entered on the minutes of the Board of Supervisors on the date
shown.
ATTESTED: February 9, 2016
David J. Twa,
By: ____________________________________, Deputy
February 9, 2016 Official Minutes 345
C.17
February 9, 2016 Official Minutes 346
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Lauri Byers (925( 957-8860
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
C. 15
To:Board of Supervisors
From:Candace Andersen, District II Supervisor
Date:February 9, 2016
Contra
Costa
County
Subject:Resolution recognizing Kevin M Reneau as the Moraga 2015 Business Person of the Year
February 9, 2016 Official Minutes 347
AGENDA ATTACHMENTS
Resolution No. 2016/63
MINUTES ATTACHMENTS
Signed Resolution No.
2016/63
February 9, 2016 Official Minutes 348
In the matter of:Resolution No. 2016/63
recognizing Kevin M. Reneau as the Moraga 2015 Business Person of the Year.
Whereas, Kevin Reneau is owner and CEO of Senior Helpers of Contra Costa, one of the most successful
in-home care agencies in the East Bay; and
Whereas, since starting the business in the summer of 2007 with his wife Pam, his company has assisted
over 500 families in Contra Costa County, helping seniors stay safe and independent in their own homes;
and
Whereas, Senior Helpers has generated over $10 million in revenues since its inception and has won several
President’s Club awards for sales performance; the company set a new Senior Helpers national record for
first-year revenue in 2008 and was awarded the “Best in Home Care” award for overall quality of care in
2014; and
Whereas, Kevin has been very active in the community and hosts a local Senior Faire each Spring in the
Lamorinda community, produces a bi-annual Senior Discount Card which provides discounts to seniors at
local retail establishments and served for two years as the President of the Moraga Chamber of Commerce
through 2015, and currently serves as the President-elect of the Moraga Rotary Club; and
Whereas, Kevin spent over two decades as a senior athletic administrator at the University of California and
won 28 regional and national awards for writing and publications.
Now, Therefore, Be It Resolved that the Board of Supervisors of Contra Costa County does hereby honor Kevin M. Reneau for
his dedication to the Moraga community.
___________________
CANDACE ANDERSEN
Chair,
District II Supervisor
______________________________________
JOHN GIOIA MARY N. PIEPHO
District I Supervisor District III Supervisor
______________________________________
KAREN MITCHOFF FEDERAL D. GLOVER
District IV Supervisor District V Supervisor
I hereby certify that this is a true and correct copy of an action taken
and entered on the minutes of the Board of Supervisors on the date
shown.
ATTESTED: February 9, 2016
David J. Twa,
By: ____________________________________, Deputy
February 9, 2016 Official Minutes 349
C.15
February 9, 2016 Official Minutes 350
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Lauri Byers (925) 957-8860
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
C. 18
To:Board of Supervisors
From:Candace Andersen, District II Supervisor
Date:February 9, 2016
Contra
Costa
County
Subject:Resolution recognizing The Orinda Community Foundation 2015 Recipient of the William Penn Mott, Jr.
Environmental Award
February 9, 2016 Official Minutes 351
AGENDA ATTACHMENTS
Resolution No. 2016/77
MINUTES ATTACHMENTS
Signed Resolution No.
2016/77
February 9, 2016 Official Minutes 352
In the matter of:Resolution No. 2016/77
Recognizing the Orinda Community Foundation for receiving the 2015 William Penn Mott, Jr. Environmental Award.
Whereas, in 2009, Sue Severson, Richard Westin, Carol Penskar, Dick Burkhalter and Paula Goodwin
launched the Orinda Community Foundation and raised close to $40,000; and
Whereas, since it’s inception, the Orinda Community Foundation has committed to enhancing the quality of
life in Orinda by encouraging philanthropy, building partnerships and providing financial assistance to
support not only community activities but also the arts and beautification of the city, the Orinda Community
Foundation has contributed more than $150,000; and
Whereas, Orinda Community Foundation has given grants to such groups as the Joaquin Moraga Adobe,
Fourth of July Parade, Orinda Idol and Concerts in the Park, however, the organization’s commitment to
local garden clubs and the establishment of Orinda Action Day is what earned it the 2015 William Penn
Mott Jr. Environmental Award; and
Whereas, Orinda’s four very busy garden clubs beautify outdoor areas in the downtown district with native
plants, while Orinda Action Day has become a much anticipated community event every year; and
Whereas, Orinda Action Day draws hundreds of volunteers, including many families with children jumping
in to help clean up Orinda making it a more healthy environment for the residents.
Now, Therefore, Be It Resolved that the Board of Supervisors of Contra Costa County does hereby honor the Orinda Community
Foundation for their hard work and dedication to the people of Orinda.
___________________
CANDACE ANDERSEN
Chair,
District II Supervisor
______________________________________
JOHN GIOIA MARY N. PIEPHO
District I Supervisor District III Supervisor
______________________________________
KAREN MITCHOFF FEDERAL D. GLOVER
District IV Supervisor District V Supervisor
I hereby certify that this is a true and correct copy of an action taken
and entered on the minutes of the Board of Supervisors on the date
shown.
ATTESTED: February 9, 2016
David J. Twa,
By: ____________________________________, Deputy
February 9, 2016 Official Minutes 353
C.18
February 9, 2016 Official Minutes 354
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Enid Mendoza, (925) 335-1039
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
C. 20
To:Board of Supervisors
From:David Twa, County Administrator
Date:February 9, 2016
Contra
Costa
County
Subject:Results of the 2015 Counties Care Holiday Food Fight
February 9, 2016 Official Minutes 355
AGENDA ATTACHMENTS
Resolution No. 2016/82
MINUTES ATTACHMENTS
Signed Resolution No.
2016/82
February 9, 2016 Official Minutes 356
In the matter of:Resolution No. 2016/82
RECOGNIZING THE EMPLOYEES OF CONTRA COSTA COUNTY AND THE 2015 COUNTIES CARE HOLIDAY
FOOD FIGHT
WHEREAS, with the true spirit of public servants, Contra Costa County departments and employees again
rose to the annual challenge to raise funds for the Food Bank of Contra Costa and Solano during the 2015
holiday season; and
WHEREAS, this 13th Annual Contra Costa County Cares Challenge is an important part of the Food Bank
of Contra Costa and Solano’s holiday fundraising program; and
WHEREAS, in the 2015 drive Contra Costa County employees raised $98,187.46, bringing their
cumulative total raised in 13 years to over $1,144,000; and
WHEREAS, with the 2015 Counties Care Holiday Food Fight Contra Costa County employees again
secured the Big Apple and bragging rights through 2016; and
WHEREAS, because departments and team leaders entered the annual competition with enthusiasm despite
their own financial challenges, we salute the following stellar standouts in their leagues:
MINI DEPARTMENTS: CAO/COB/CCTV/LAFCO, NANCY YEE AND JUNE MCHUEN, TEAM
LEADERS;
SMALL DEPARTMENTS: COUNTY COUNSEL, MICHIELLE MAURER, WANDA MCADOO, TEAM
LEADERS;
MIDSIZED DEPARTMENTS: ASSESSOR, BROOKE BAHADOR AND ELLIE RIDOLFI, TEAM
LEADERS;
LARGE DEPARTMENTS: HEALTH SERVICES, TEAM LEADERS TOO NUMEROUS TO NAME;
SUPERVISORS’ OFFICES: DISTRICT III, MARY N. PIEPHO, SUPERVISOR AND MANNY
BOWLBY, TEAM LEADER; and
WHEREAS, all County departments and team leaders showed special ingenuity and energy by raising
copious funds and earning kudos and various special awards as determined by Food Fight organizers,
including:
GAYLE B. UILKEMA GOOD EGG: KATHY GALLAGHER, EMPLOYMENT & HUMAN SERVICES
24 CARROT SALUTE: MICHIELLE MAURER, COUNTY COUNSEL
MOST IMPROVED: EHSD/1650 CAVALLO ROAD, ANGELIQUE ROBINSON, LEADER
BARREL RACE: SHERIFF-CORONER, CHRYSTINE ROBBINS, TEAM LEADER
ADDITIONAL RECOGNITION: KRISTIE HIRSCHENBERGER HEART AND SOUL,
CHIEF MECHANIC’S COMMENDATION, 100% (& PLUS) CLUB, ETC.; and
WHEREAS, this outstanding, over-the-top, year-round generosity was shown by employees of both Contra
Costa and Solano counties, who raised a total of $132,629 in 2015, which will help the Food Bank of
Contra Costa and Solano to provide more than 265,000 meals to approximately 190,000 low-income
residents of both counties throughout the months to come.
NOW, THEREFORE, BE IT RESOLVED that the Board of Supervisors of Contra Costa County hereby applauds all of the
tireless department team leaders and congratulates all participating Contra Costa County departments, department heads, and
employees for their inspired and inspiring efforts on behalf of their community and those in need; and BE IT FURTHER
RESOLVED that the Board of Supervisors of Contra Costa County thanks all County employees and residents who participated
in the 2015 Counties Care Holiday Food Fight and urges all citizens of Contra Costa County and their communities to recognize
and match the generosity and public spirit of County employees by giving generously to the Food Bank of Contra Costa and
Solano regularly and often, including the 2016 Counties Care Holiday FINAL Food Fight.
___________________
CANDACE ANDERSEN
Chair,
District II Supervisor
______________________________________
JOHN GIOIA MARY N. PIEPHO
District I Supervisor District III Supervisor
______________________________________
KAREN MITCHOFF FEDERAL D. GLOVER
February 9, 2016 Official Minutes 357
KAREN MITCHOFF FEDERAL D. GLOVER
District IV Supervisor District V Supervisor
I hereby certify that this is a true and correct copy of an action taken
and entered on the minutes of the Board of Supervisors on the date
shown.
ATTESTED: February 9, 2016
David J. Twa,
By: ____________________________________, Deputy
February 9, 2016 Official Minutes 358
PR.1, C.20
February 9, 2016 Official Minutes 359
RECOMMENDATION(S):
INTRODUCE Ordinance No. 2016-06 to provide for new device registration fees and inspections of point-of-sale
systems, WAIVE reading, and FIX hearing for March 1, 2016.
FISCAL IMPACT:
Increased fees, no negative fiscal impact
BACKGROUND:
The 2015 revisions to the California Department of Food and Agriculture, Business and Professions Code 12240,
allows for higher fees to partially recover the costs of registering and inspecting commercial weighing and measuring
devices. The proposed fee increase will offset some of the current costs of registrations and inspections.
CONSEQUENCE OF NEGATIVE ACTION:
The County will not recover costs of registering and inspecting commercial weighing and measuring devices.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: 925-646-5250
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
C. 22
To:Board of Supervisors
From:Chad Godoy, Director of Agriculture/Weights & Measures
Date:February 9, 2016
Contra
Costa
County
Subject:Device Registration Fee Ordinance
February 9, 2016 Official Minutes 360
ATTACHMENTS
Final
Redline
February 9, 2016 Official Minutes 361
ORDINANCE NO. 2016-06
DEVICE REGISTRATION AND INSPECTION FEES
The Contra Costa County Board of Supervisors ordains as follows (omitting the parenthetical
footnotes from the official text of the enacted or amended provisions of the County Ordinance
Code):
SECTION I. SUMMARY. This ordinance amends Chapter 522-2 of the County Ordinance
Code to update the annual device and point-of-sale registration fees to be collected in Contra
Costa County and provides for inspections of weighing and measuring devices and point-of-sale
systems.
SECTION II. Chapter 522-2 is hereby repealed in its entirety and replaced with a new Chapter
522-2 to read:
Chapter 522-2
DEVICE REGISTRATION AND INSPECTION FEES
Article 522-2.2. General
522-2.202 State Law
This chapter effectuates California Business and Professions Code Sections 12210,
12211, 12240 and following, and 13350. (Ords. 2016-06 § 2, 2006-09 § 2, 83-16).
522-2.204 Basis for Fees.
The fees required by this chapter are to recover the costs incurred by the county sealer for
the inspection and testing of weighing and measuring devices and the pricing accuracy of point-
of-sale systems. The fees required by this chapter do not exceed the actual inspection costs.
(Ords. 2016-06 § 2, 2006-09 § 2, 83-16.)
522-2.205 Definitions.
For purposes of this chapter, the following words and phrases have the following
meanings:
(a) "Annual device registration fee" means the sum of the business location fee and the
device fee.
(b) "Business location" means each of the following:
(1) Each vehicle containing one or more commercial devices.
(2) Each business establishment operated as a unique entity at a given place or
address, and that requires not more than one inspection trip by a weights and
measures official.
February 9, 2016 Official Minutes 362
(3) Water vending machines and other similar equipment, placed at the address of one
business but owned and operated by another, shall be considered a separate
business location.
(4) Houses. For electric meters, vapor meters, and water sub-meters, each house,
apartment complex or mobile home shall be considered a separate business
location, except that a mobile home park shall be considered one business location
instead of each of the mobile homes in such mobile home park.
(5) Point-of-sale systems. A business located at a given place or address that uses
electronic point-of-sale systems shall be considered a single business location.
(c) “Business location fee” means the fee set forth in Table A of Section 522-2.404 of this
chapter, for the respective year.
(d) “Device” means either of the following:
(1) “Measuring instrument,” which means any device, contrivance, apparatus, or
instrument used, or designed to be used, for ascertaining measure and includes any
tool, appliance, or accessory used or connected therewith.
(2) “Weighing instrument,” which means any device, contrivance, apparatus, or
instrument used, or designed to be used, for ascertaining weight and includes any
tool, appliance, or accessory used or connected therewith.
(e) “Device fee” means the fee for each device at a business location as set forth in Table B
of Section 522-2.404 of this chapter, next to the respective device.
(f) “Director” or “county sealer” means the Contra Costa County agricultural commissioner
– director of weights & measures.
(g) "Point-of-sale register” means individual and separate equipment that is capable of
recovering electronically stored price information that is used to charge consumers for the
purchase of commodities.
(h) "Point-of-sale system” means any system used by a retail establishment such as, but not
limited to, a Universal Product Code (UPC) scanner or an electronic price look-up system
as a means for determining the price of the item being purchased by a consumer.
(i) "Seasonal vendor” means a produce grower who sells its own produce from a fixed
location or farmers market, and who sells that produce for nine months or less in any
calendar year. Commercial fishermen who sell their own catch to the public are also
considered seasonal vendors. (Ords. 2016-06 § 2, 2006-09 § 2.)
February 9, 2016 Official Minutes 363
522-2.205 Enforcement. The county sealer enforces the provisions of this chapter and may
promulgate regulations to effectuate it. (Ords. 2016-06 § 2, 2006-09 § 2, 83-16.)
Article 522-2.4. Fees.
522-2.402 Annual County Wide Fees.
(a) Annual. The fees specified in this article are charged to and must be paid by the owner,
possessor, or user of the listed devices. The amount of the annual device registration fee
is the sum of the business location fee and the device fee.
(b) County wide. The fees specified in this chapter are annual fees due for all or part of each
calendar year during any part of which the device is used for weighing or measuring.
(Ords. 2016-06 § 2, 2006-09 § 2, 83-16.)
522-2.404 Amounts.
(a) Annual device registration fees. The annual device registration fees due under this
chapter are adopted pursuant to and under the authority of California Business and
Professions Code Sections 12240 and 13350. The annual fee amounts established in this
chapter shall remain in effect unless superseded by a change in California Business and
Professions Code Section 12240. Annual registration fees are set by business location
and the number of commercial devices and/or point-of-sale registers at each business
location under common ownership or management, as follows:
Table A (Annual Business Location Fees)
DEVICE FEE AUTHORITY
FEE
Business Location Fee
California Business and
Professions Code (“B&P”)
Section 12240(f) and (u)
$100 per Business
Location
February 9, 2016 Official Minutes 364
Table B (Annual Device Fees)
DEVICE FEE AUTHORITY
FEE
Water submeters
B&P §12240(g) $2 per device per space
or apartment
Electric submeters
B&P §12240(g) $3 per device per space
or apartment
Vapor (Gas) submeters
B&P §12240(g) $4 per device per space
or apartment
Vehicle mounted &
w holesale fuel m eters
B&P §12240(m) $75 per device
Vehicle odometer used to
charge mileage fees,
vehicle rentals, or other
services
B&P §12240(q) and (s)
$60 per device
($340 maximum per
location)
Liquefied petroleum gas
m eters, truck mounted or
stationary
B&P §12240(1) $185 per device
Livestock scales
≥10,000 lbs.
B&P §12240(k) $150 per device
Livestock s cales 2,000 –
9,999 lbs.
B&P §12240(k) $100 per device
Jewelry and prescription
scales
B&P §12240(o) $80 per device
February 9, 2016 Official Minutes 365
Weighing d evices, other
than livestock s cales,
2,000 – 9,999 lbs.
B&P §12240(h) $150 per device
Weighing devices, other
than livestock s cales,
≥10,000 lbs.
B&P §12240(h) $250 per device
Computing scales < 100
lbs.
B&P §12240(n)
$20 per device
($1,000 maximum per
location)
Weighing devices, other
than computing and
prescription scales, 100 –
1,999 lbs.
B&P §12240(p) $50 per device
All other commercial
weighing and measuring
devices not listed in B&P
§12240(g) to (r)
B&P §12240(t)
$20 per device
($1,000 maximum per
location)
Point-of-sale systems with
1-3 point-of-sale
registers
B&P §13350(d) $149
Point-of-sale systems
with 4-9 point-of-sale
r egisters
B&P §13350(d) $237
Point-of-sale s ystems
with 10 or more point-of-
sale registers
B&P §13350(d) $427
February 9, 2016 Official Minutes 366
(b) Point-of-sale systems fees. The point-of-sale system device fees are based on the number
of point-of-sale registers at a single business location as set forth in Table B.
(c) Fee exemptions.
(1) Business location fees will be waived for:
(i) Seasonal vendors who bring their scales in for testing to a central location
designated by the Contra Costa County Department of Agriculture, Weights and
Measures.
(ii) Seasonal agricultural users of stationary scales, if a stationary scale is used no
more than thirty days in a calendar year.
(2) A business is exempt from having to pay a business location fee for its use of a
point-of-sale s ystem if it is already required under this chapter to pay a business
location fee at the same location or address.
(d) Fee reduction. The business location fee will be reduced by fifty percent (50%) for those
small businesses that have both a single location in Contra Costa County and gross annual
revenue that does not exceed $60,000, subject to verification by the director. Businesses
must apply annually for this fee reduction by providing records of its gross annual
revenue, such as prior year tax returns.
(Ords. 2016-06 § 2, 2006-09 § 2, 99-09 § 2, 95-9, 94-11, 92-13 § 2, 88-97, 84-2, 83-16.)
522-2.404 Penalties.
(a) Failure to pay annual registration fee within 60 days. Upon failure to pay the annual
registration fee within 60 days after it is due and payable, a penalty in the amount of fifty
percent (50%) of the prescribed annual registration fee will be added to the prescribed
annual registration fee, and the total sum shall be immediately due and payable.
(b) Failure to pay annual registration fee after 90 days. Upon failure to pay the annual
registration fee after 90 days from when it became due and payable, a penalty in the
amount of one hundred percent (100%) of the prescribed annual registration fee will be
added to the prescribed annual registration fee and the total sum will become immediately
due and payable. (Ord. 2016-06 § 2, 2006-09 § 2, 88-97.)
\\
\\
February 9, 2016 Official Minutes 367
522-2. 405 Devices, Point-of-Sale Systems and Locations.
Subject devices. All weights, scales, beams, measures of any kind, point-of-sale systems,
instruments or mechanical devices for weighing or measuring, tools, appliances and accessories
connected with any or all such instruments or measures, sold, or used by any proprietor, agent,
lessee or employee for commercial purposes (as that term is defined in California Business and
Professions Code Section 12500), are subject to inspection and testing by the County Sealer.
(Ord. 2016-06 § 2, 2006-09 § 2, 92-13 § 2, 88-97, 84-2, 83-16.)
SECTION III. EFFECTIVE DATE. This ordinance becomes effective 30 days after passage,
and within 15 days after passage shall be published once with the names of supervisors voting for
or against it in the Contra Costa Times, a newspaper published in this County.
PASSED on ______________, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST: DAVID J. TWA _________________________________
Clerk of the Board of Supervisors Board Chair
and County Administrator
By:______________________ [SEAL]
Deputy
CJR:
H:\Ordinances\Weights & Measures Device Fees\FINAL Device Reg Fee Ordinance.docx
February 9, 2016 Official Minutes 368
ORDINANCE NO. 2016-06
DEVICE REGISTRATION AND INSPECTION FEES
The Contra Costa County Board of Supervisors ordains as follows (omitting the parenthetical
footnotes from the official text of the enacted or amended provisions of the County Ordinance
Code):
SECTION I. SUMMARY. This ordinance amends Chapter 522-2 of the County Ordinance
Code to update the annual device and point-of-sale registration fees to be collected in Contra
Costa County and provides for inspections of weighing and measuring devices and point-of-sale
systems.
SECTION II. Chapter 522-2 is hereby repealed in its entirety and replaced with a new Chapter
522-2 to read:
Chapter 522-2
DEVICE REGISTRATION AND INSPECTION FEES
Article 522-2.2. General
522-2.202 State Law
This chapter effectuates the provisions of Chapter 13.5 of the California Business and
Professions Code and California Business and Professions Code Sections 12210, 12211, 12240
and following, and 13350. (Ords. 2016-06, §2, 2006-09 § 2, 83-16).
522-2.204 Basis for Fees.
The fees required by this chapter are to recover the costs of incurred by the county sealer
for the inspecting and testing of weighing and measuring devices, and the pricing accuracy of
point-of-sale systems. required of the county sealer (director) of weights and measures. The fees
required by this chapter do not exceed the actual inspection costs. (Ords. 2016-06, §2, 2006-09
§ 2, 83-16.)
522-2.205 Definitions.
For purposes of this chapter, the following words and phrases have the following
meanings:
(a) “Annual device registration fee” means the sum of the business location fee and the
device fee.
(b) "Business location" means each of the following:
(1) Each vehicle containing one or more commercial devices.
February 9, 2016 Official Minutes 369
(2) Each business establishment operating as a unique entity at a given place or
address, and that requires not more than one inspection trip by a weights and
measures official.
(3) Water vending machines and other similar equipment, placed at the address of one
business but owned and operated by another, shall be considered a separate
business location.
(4) Houses. For electric meters, vapor meters, and water sub-meters, each house,
apartment complex or mobile home shall be considered a separate business
location, except that a mobile home park shall be considered one business location
instead of each of the mobile homes in such mobile home park.
(5) Point-of-sale systems. A business located at a given place or address that uses
electronic point-of-sale systems shall be considered a single business location.
(c) “Business location fee” means the fee set forth in Table A of Section 522-2.404 of this
chapter, for the respective year.
(d) “Device” means either of the following:
(1) “Measuring instrument,” which means any device, contrivance, apparatus, or
instrument used, or designed to be used, for ascertaining measure and includes any
tool, appliance, or accessory used or connected therewith.
(2) “Weighing instrument,” which means any device, contrivance, apparatus, or
instrument used, or designed to be used, for ascertaining weight and includes any
tool, appliance, or accessory used or connected therewith.
(de) “Device fee” means the fee for each device at a business location as set forth in Table B
of Section 522-2.404 of this chapter, next to the respective device.
(f) “Director” or “county sealer” means the Contra Costa County agricultural commissioner
– director of weights & measures.
(eg) "Point-of-sale register” means individual and separate equipment that is capable of
recovering electronically stored price information that is used to charge consumers for the
purchase of commodities.
(fh) "Point-of-sale system” means any system used by a retail establishment such as, but not
limited to, a Universal Product Code (UPC) scanner or an electronic price look-up system
as a means for determining the price of the item being purchased by a consumer.
(gi) "Seasonal vendor” means a produce grower who sells its own produce from a fixed
location or farmers market, and who sells suchthat produce for nine months or less in any
February 9, 2016 Official Minutes 370
calendar year. Commercial fishermen who sell their own catch to the public shallare also
be considered seasonal vendors. (Ords. 2016-06 § 2, 2006-09 § 2.)
522-2.205 Enforcement. The county sealer (director) of weights and measures shall enforces
the provisions of this chapter and may promulgate regulations to effectuate it. (Ords. 2016-06 §2,
2006-09 § 2, 83-16.)
Article 522-2.4. Fees.
522-2.402 Annual County Wide Fees.
(a) Annual. The fees specified in this article are charged to and payable must be paid by the
owner, possessor, or user of the listed devices. The amount of the annual device
registration fee is set by a combination the sum of the business location fee and the device
fee that is charged for the number of devices at a business location. No annual
registration fee may exceed one thousand dollars per business location.
(b) County wide. The fees specified in this chapter are annual fees due for all or part of each
calendar year during any part of which the device is used for weighing or measuring
anywhere in this county subject to the county sealer’s (director’s) jurisdiction. (Ords.
2016-06 §2, 2006-09 § 2, 83-16.)
522-2.404 Amounts.
(a) Annual device Rregistration fFees. The annual registration fees due hereunder are
adopted pursuant to and under the authority of California Business and Professions Code
Section 12240 and 13350. Annual fee amounts established on January 1, 2008 The
annual fee amounts established in this chapter shall remain in effect until superseded by a
change in California Business and Professions Code Section 12240. Annual registration
fees are set by business location and the number of commercial devices and/or point-of-
sale registers at each business location under common ownership or management, as
follows:
Table A (Annual Business Location Fees)
Device Fee Authority Fee Effective
5/11/2006
Fee Effective
1/1/2007
Fee Effective
1/1/2008
Business
location fee
California
Business and
Professions
Code (“B&P”)
Section
12240(f) and
(o)
$60.00 per
business
location
$80.00 per
business
location
$100.00 per
business
location
February 9, 2016 Official Minutes 371
DEVICE FEE AUTHORITY
FEE
Business Location Fee
California Business and
Professions Code (“B&P”)
Section 12240(f) and (u)
$100 per Business
Location
Table B (Annual Device Fees)
Device Fee
Authority
Fee Effective
5/11/2006
Fee Effective
1/1/2007
Fee Effective
1/1/2008
Electric,
vapor (gas)
and water
sub-meters
B&P Section
12240(g)
$2.00 $2.00 $2.00
Vehicle
mounted and
wholesale
fuel meters
B&P Section
12240(m)
$15.00 $20.00 $25.00
Liquified
petroleum
gas meters,
truck
mounted or
stationary
B&P Section
12240(l)
$105.00 $140.00 $175.00
Livestock
scales
B&P Section
12240(k)
$40.00 $60.00 $80.00
Weighing
devices,
other than
livestock
scales,
=2,000 lb
and <10,000
lb
B&P Section
12240(h)
$90.00 $120.00 $150.00
Weighing
devices,
other than
livestock
scales,
=10,000 lb
B&P Section
12240(h)
$150.00 $200.00 $250.00
All other B&P Section $12.00 $16.00 $20.00
February 9, 2016 Official Minutes 372
commercial
weighing or
measuring
devices
12240(n)
Point-of-sale
systems with
1-3 point-of-
sale registers
B&P Section
13350(d)
$63.00 $84.00 $105.00
Point-of-sale
systems with
4 or more
point-of-sale
registers
B&P Section
13350(d)
$111.00 $148.00 $185.00
DEVICE FEE AUTHORITY
FEE
Water submeters
B&P §12240(g) $2 per device per space
or apartment
Electric submeters
B&P §12240(g) $3 per device per space
or apartment
Vapor (Gas) submeters
B&P §12240(g) $4 per device per space
or apartment
Vehicle mounted &
w holesale fuel m eters
B&P §12240(m) $75 per device
Vehicle odometer used to
charge mileage fees,
vehicle rentals, or other
services
B&P §12240(q) and (s)
$60 per device
($340 maximum per
location)
Liquefied petroleum gas
m eters, truck mounted or
stationary
B&P §12240(1) $185 per device
B&P §12240(k) $150 per device
February 9, 2016 Official Minutes 373
Livestock scales
≥10,000 lbs.
Livestock s cales 2,000 –
9,999 lbs.
B&P §12240(k) $100 per device
Jewelry and prescription
scales
B&P §12240(o) $80 per device
Weighing d evices, other
than livestock s cales,
2,000 – 9,999 lbs.
B&P §12240(h) $150 per device
Weighing devices, other
than livestock s cales,
≥10,000 lbs.
B&P §12240(h) $250 per device
Computing scales < 100
lbs.
B&P §12240(n)
$20 per device
($1,000 maximum per
location)
Weighing devices, other
than computing and
prescription scales, 100 –
1,999 lbs.
B&P §12240(p) $50 per device
All other commercial
weighing and measuring
devices not listed in B&P
§12240(g) to (r)
B&P §12240(t)
$20 per device
($1,000 maximum per
location)
Point-of-sale systems with
1-3 point-of-sale
registers
B&P §13350(d) $149
February 9, 2016 Official Minutes 374
Point-of-sale systems
with 4-9 point-of-sale
r egisters
B&P §13350(d) $237
Point-of-sale s ystems
with 10 or more point-of-
sale registers
B&P §13350(d) $427
(b) Point-of-sale systems fees. The point-of-sale system device fees are based on the number
of point-of-sale registers at a single business location as set forth in Table B.
(c) Fee Eexemptions.
(1) Business location fees will be waived for:
(i) Seasonal vendors who bring their scales in for testing to a central location
designated by the Contra Costa County department of agriculture, weights and
measures.
(ii) Seasonal agricultural users of stationary scales, if a stationary scale is used no
more than thirty days in a calendar year.
(2) The business location fee will be reduced by fifty percent for those small businesses
that have both (i) a single location in Contra Costa County, and (ii) gross annual
revenue that does not exceed fifty thousand dollars. The director of the Contra Costa
County department of agriculture, weights and measures shall prescribe the
verification methods for the foregoing criteria.
(32) A business shall be is exempted from having to pay a business location fee in
respect of for its use of a point-of-sale system if it is already required under this
chapter to pay a business location fee at the same location or address for any other
reason required under this chapter.
(d) Fee reduction. The business location fee will be reduced by fifty percent (50%) for those
small businesses that have both a single location in Contra Costa County and gross annual
revenue that does not exceed $60,000, subject to verification by the director. Businesses
must apply annually for this fee reduction by providing records of its gross annual
revenue, such as prior year tax returns.
(Ords. 2016 –06 § 2, 2006-09 § 2, 99-09 § 2, 95-9, 94-11, 92-13 § 2, 88-97, 84-2, 83-16.)
February 9, 2016 Official Minutes 375
522-2.404 Penalties.
Upon failure to pay the annual registration fee within sixty days after it is due and
payable, a penalty in the amount of fifty percent of the prescribed annual registration fee shall be
added to the prescribed annual registration fee and shall be due and payable. Failure to pay the
annual registration fee for more than ninety days after it is due and payable, will result in a
penalty of one hundred percent of the prescribed annual registration fee being added to the
overdue amount.
(a) Failure to pay annual registration fee within 60 days. Upon failure to pay the annual
registration fee within 60 days after it is due and payable, a penalty in the amount of fifty
percent (50%) of the prescribed annual registration fee will be added to the prescribed
annual registration fee, and the total sum shall be immediately due and payable.
(b) Failure to pay annual registration fee after 90 days. Upon failure to pay the annual
registration fee after 90 days from when it became due and payable, a penalty in the amount of
one hundred percent (100%) of the prescribed annual registration fee will be added to the
prescribed annual registration fee and the total sum will become immediately due and payable.
(Ord. 2016 –06 §2 , 2006-09 § 2, 88-97.)
522-2. 405 Devices, Point-of-Sale Systems and Locations.
Subject devices. All weights, scales, beams, measures of any kind, point-of-sale systems,
instruments or mechanical devices for weighing or measuring, and tools, appliances and
accessories connected with any or all such instruments or measures, sold, or used by any
proprietor, agent, lessee or employee for commercial purposes (as such term is defined in
California Business and Professions Code Section 12500), are subject to inspection and testing by
the county sealer (director). (Ords. 2016-06 § 2, 2006-09 § 2, 92-13 § 2, 88-97, 84-2, 83-16.)
February 9, 2016 Official Minutes 376
SECTION III. EFFECTIVE DATE. This ordinance becomes effective 30 days after passage,
and within 15 days after passage shall be published once with the names of supervisors voting for
or against it in the Contra Costa Times, a newspaper published in this County.
PASSED on ______________, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST: DAVID J. TWA _________________________________
Clerk of the Board of Supervisors Board Chair
and County Administrator
By:______________________ [SEAL]
Deputy
CJR:
H:\Ordinances\Weights & Measures Device Fees\FINAL Device Reg Fee Ordinance Redlined.docxH:\Ordinances\Weights & Measures Device
Fees\Device Reg Fee Ordinance CJR Edit Redlined v2.docxH:\Ordinances\Weights & Measures Device Fees\Device Reg Fee Ordinance CJR
Edit Redlined.docx
February 9, 2016 Official Minutes 377
RECOMMENDATION(S):
INTRODUCE Ordinance No. 2016-05 establishing requirements for the online filing of campaign disclosure
documents filed with the County Clerk-Recorder Elections Division; WAIVE reading , and FIX March 8, 2016 for
adoption.
FISCAL IMPACT:
On-line electronic filing will reduce staff labor in receiving, handling, and posting campaign finance reports.
BACKGROUND:
On January 1, 2013, Assembly Bill 2452 went into effect adding Government Code 84615, which allows a local
government agency to require an elected officer, candidate, committee, or other person required to file statements,
reports, or other documents to file those statements, reports, or other documents online or electronically with a local
filing officer. The new law also prescribes criteria that must be satisfied by a local government agency that requires
online or electronic filing of statements, reports, or other documents, as specified; including, among others, that the
system be available free of charge to filers and to the public for viewing filings, and that the system include a
procedure for filers to comply with the requirement that they sign statements
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: 925-335-7808 Scott Konopasek
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
C. 21
To:Board of Supervisors
From:Joseph E. Canciamilla, Clerk-Recorder
Date:February 9, 2016
Contra
Costa
County
Subject:INTRODUCE Ordinance No. 2016-05 Establishing Requirements for Electronic Filing Requirement for Campaign
Disclosure Documents
February 9, 2016 Official Minutes 378
BACKGROUND: (CONT'D)
and reports under penalty of perjury. The electronic reporting requirement applies to existing filers who are on-file
in the County Clerk-Recorder Elections Division and who will be notified via email and in writing of the new
requirements. Accounts will be established for, and training provided to, all filers covered by this requirement.
Provision will be made for an on-office kiosk for filers who lack easy access to the on-line filing system.
The goal of the proposed ordinance is to supplement the Political Reform Act by requiring electronic reporting of
contributions and expenditures, regarding elections for all candidates and committees currently required to file
campaign disclosure reports with the County Clerk-Recorder Elections Division. The purpose is to streamline the
filing process, to increase timeliness and transparency, and to reduce expenses. The electronic filing system will
operate securely and effectively and will not unduly burden filers. This ordinance does not impose any new or
additional reporting requirements.
CONSEQUENCE OF NEGATIVE ACTION:
Continue paper filing processes for campaign finance reports.
ATTACHMENTS
Ordinance No. 2016-05: Electronic Filing Requirement for Campaign Disclosure Documents
February 9, 2016 Official Minutes 379
February 9, 2016 Official Minutes 380
February 9, 2016 Official Minutes 381
RECOMMENDATION(S):
1. ADOPT Resolution No. 2016/64, initiating proceedings for the formation of a new zone, Zone 1515, within
County Service Area P-6, in the unincorporated area of Walnut Creek.
2. FIX a public hearing for March 1, 2016, at 9:30 a.m., on the formation of Zone 1515 within County Service Area
P-6.
3. FIX a public hearing for March 1, 2016, at 9:30 a.m., to consider the adoption of Ordinance 2016-03, which would
authorize the levy of a special tax to augment funding for police protection services in proposed Zone 1515, and to
authorize submission of the ordinance to the voters for approval at the May 3, 2016, election.
FISCAL IMPACT:
The cost of establishing the proposed Police Services Special Tax District is paid for by the developer of the
subdivision.
BACKGROUND:
Per the conditions of approval for Subdivision 9167 (County File #SD07-9167), the developer of the property
identified as 1125 North Gate Road in the unincorporated area of Walnut Creek is required to establish a Special
Police Services Tax District for the 7-lot subdivision prior to recording the final map for the subdivision. The
proposed special tax district would fund an increase in the level of police protection services that is provided in the
unincorporated area of Walnut Creek.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Jennifer Cruz, (925) 674-7790
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 23
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:February 9, 2016
Contra
Costa
County
Subject:Resolution of Intention to Form Zone 1515 of County Service Area P-6 in the Walnut Creek area (District IV)
February 9, 2016 Official Minutes 382
BACKGROUND: (CONT'D)
Adoption of a resolution of intent to form a new tax district (Resolution No. 2016/64) is required by Government
Code Section 25217, subdivision (b), as the first step in forming the proposed zone, which will serve as the vehicle
to collect special taxes within the proposed zone if the tax measure is approved by the voters at a May 3, 2016,
ballot. The resolution includes information regarding the name and boundaries of the zone, the different level of
services to be provided, and the method by which the increased level of service is to be funded. The resolution
also directs the Clerk of the Board to publish and mail notice of a public hearing regarding the proposed zone
formation. It is recommended that the Board set this hearing for 9:30 a.m. on March 1, 2016.
If at the conclusion of that public hearing the Board determines that more than 50% of the total number of voters
residing within the proposed zone have filed written objections to the formation, Government Code Section
25217.1, subdivision (b)(1), would require the Board to determine that a majority protest exists and to terminate
the proceedings. The proposed police service district currently consists of a single 9.98-acre property owned by
Braddock & Logan Inc./COJAM LLC, who per the conditions of approval for the subdivision are required to
establish the police service district prior to recording the final map.
If there is no majority protest and the Board elects to proceed with the formation of the zone, a second public
hearing would be required to consider the approval of Ordinance No. 2016-03, pertaining to the proposed levy of a
special tax on the subject parcel within Zone 1515 for police protection services and submission of the measure to
the voters, pursuant to Government Code Section 50077, subdivision (a). It is recommended that this hearing be
set at 9:30 a.m. on March 1, 2016, immediately following the hearing on the zone formation. If the Board
thereafter adopts Ordinance 2016-03, then the tax measure would be submitted for placement on a May 3, 2016,
ballot.
CONSEQUENCE OF NEGATIVE ACTION:
If the Board does not approve this item, then Ordinance No. 2016-03 will not be adopted and formation of Special
Tax Zone 1515 will not occur, and the Special Tax District will not be established at the March 1, 2016, hearing.
AGENDA ATTACHMENTS
Resolution No. 2016/64
Exhibit A: Legal Description
Exhibit B: Survey Map
MINUTES ATTACHMENTS
Signed Resolution No. 2016/64
February 9, 2016 Official Minutes 383
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:John Gioia
ABSTAIN:
RECUSE:
Resolution No. 2016/64
RESOLUTION OF INTENTION TO FORM ZONE 1515 OF COUNTY SERVICE AREA P-6 IN THE UNINCORPORATED
WALNUT CREEK AREA
The Board of Supervisors of Contra Costa County RESOLVES:
1. The Board of Supervisors of Contra Costa County proposes the formation of new zone in the unincorporated Walnut Creek
area of County Service Area (CSA) P-6, pursuant to Article 8 of Chapter 2.3 of Part 2 of Division 2 of Title 3 of the California
Government Code.
2. The boundaries of the territory to be included in the zone area are described in 'Exhibit A' and shown in 'Exhibit B', both of
which are attached hereto and incorporated herein by this reference.
3. The formation of Zone 1515 is proposed to provide the County of Contra Costa with a method of financing an increased level
of police protection services to the area within the zone.
4. The proposed zone would provide a level of police protection services that exceeds the level of service outside the zone, and if
approved by the voters, the proposed zone would generate additional revenue in the form of special taxes to fund the increase in
this level of service.
5. The increase in the level of service would be financed through the levy of a voter-approved special tax on all taxable parcels
within the zone.
6. The name proposed for the zone is "Zone 1515" of CSA P-6.
At 9:00 a.m. on March 1, 2016, in the Chamber of the Board of Supervisors, County Administration Building, 651 Pine Street,
Martinez, CA 94553, this Board will conduct a public hearing upon the proposed formation of Zone 1515 of CSA P-6.
The Clerk of the Board is hereby directed to give notice of the public hearing by (1) publishing a notice that complies with
Government Code Section 25217, subdivision (d)(1), pursuant o Government Code Section 6061; (2) mailing the notice to all
owners of property within the proposed zone; (3) mailing the notice to each city and special district that contains, or whose sphere
of influence contains the proposed zone; and (4) verifying that the notice is posted in at least three public places within the
territory of the proposed zone.
Contact: Jennifer Cruz, (925) 674-7790
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
4
1
February 9, 2016 Official Minutes 384
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RECOMMENDATION(S):
REAPPOINT the following to County Service Area P-2A Citizen Advisory Committee, to a term expiring December
31, 2017, as recommended by Supervisor Mary Nejedly Piepho.
Appointee 2
Chris Gallagher
3304 Blackhawk Meadow Drive
Danville, CA 94506
Appointee 5
Trudy Negherbon
336 Pheasant Run Drive
Danville, CA 94506
Appointee 6
Scott Sweet
209 South Ridge Court
Danville, CA 94506
APPOINT Henry Schultzel to the Appointee 3 seat on County Service Area, P-2A to a term expiring December 31,
2017, as recommended by Supervisor Mary Nejedly Piepho.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Lea Castleberry (925) 252-4500
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 26
To:Board of Supervisors
From:Mary N. Piepho, District III Supervisor
Date:February 9, 2016
Contra
Costa
County
Subject:APPOINTMENT TO COUNTY SERVICE AREA P-2A
February 9, 2016 Official Minutes 390
Henry "Hank" Schultzel
3350 Blackhawk Meadows Drive
Danville, CA 94506
FISCAL IMPACT:
None.
BACKGROUND:
The advisory committee functions to advise the Board of Supervisors and the Sheriff's Department on the needs of
the Blackhawk community for extended police services which shall include, but not limited to, enforcement of the
State Vehicle Code, crime prevention, and litter control.
The term for appointee seats 2, 5 and 6 expired December 31, 2015. Applications were accepted and the
recommendation to reappoint the above individuals was then determined.
The term for the appointee 3 seat expired December 31, 2015. Applications were accepted and the recommendation
to appoint the above individual was then determined.
February 9, 2016 Official Minutes 391
RECOMMENDATION(S):
APPOINT Douglas Dunn to the District III At-Large seat on the Mental Health Commission to a term expiring June
30, 2019, as recommended by Supervisor Mary Nejedly Piepho.
Douglas Dunn
3706 Dimaggio Way
Antioch, CA 94509
FISCAL IMPACT:
None.
BACKGROUND:
The Contra Costa County Mental Health Commission was established by order of the Contra Costa County Board of
Supervisors on June 22, 1993, pursuant to the Welfare & Institutions Code 5604, also known as the
Bronzan-McCorquodale Act, Stats. 1992, c. 1374 (A.B. 14). The primary purpose of the Commission is to serve in an
advisory capacity to the Board of Supervisors and to the Mental Health Division and its staff. Commissioners are
appointed by members of the County Board of Supervisors from each of the five districts for a term of three years.
Each district has a consumer of mental health services, family member and an at-large representative on the
Commission, for a total of 15 members plus a representative and alternate from the Board of Supervisors.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Lea Castleberry (925) 252-4500
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 24
To:Board of Supervisors
From:Mary N. Piepho, District III Supervisor
Date:February 9, 2016
Contra
Costa
County
Subject:APPOINTMENT TO MENTAL HEALTH COMMISSION
February 9, 2016 Official Minutes 392
BACKGROUND: (CONT'D)
The District III At-Large seat was vacated by the Board on November 3, 2015. Applications were accepted and the
recommendation to appoint the above individual was then determined.
February 9, 2016 Official Minutes 393
RECOMMENDATION(S):
APPOINT the following individual to the Appointee 9 Seat on the Alamo Police Services Advisory Committee for a
two-year term with an expiration date of December 31, 2017, as recommended by Supervisor Candace Andersen:
Jill Winspear
82 Royal Ridge Court
Alamo, CA 94507
FISCAL IMPACT:
None.
BACKGROUND:
Established on November 18, 1969, by Board Resolution 69/765, the purpose of the County Service Area P-2B
Citizens Advisory Committee is to advise the Board of Supervisors and the Sheriff's Department on the needs of the
Alamo community for extended police services which shall include, but not be limited to, enforcement of the State
Vehicle Code, crime prevention, and litter control. On March 19, 2013, the Board of Supervisors approved a Board
Order that retitled the County Service Area P-2B Citizens Advisory Committee to the "Alamo Police Services
Advisory Committee". Alamo Police Services Advisory Committee is comprised of nine regular members and two
alternates who each serve a two year term.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Jill Ray, 925-957-8860
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: District 2 Supervisor, Maddy Book, APSAC, Appointee
C. 27
To:Board of Supervisors
From:Candace Andersen, District II Supervisor
Date:February 9, 2016
Contra
Costa
County
Subject:APPOINTMENT TO THE ALAMO POLICE SERVICES ADVISORY COMMITTEE
February 9, 2016 Official Minutes 394
CONSEQUENCE OF NEGATIVE ACTION:
The seat will remain vacant.
CHILDREN'S IMPACT STATEMENT:
None.
February 9, 2016 Official Minutes 395
RECOMMENDATION(S):
Appoint the following individuals to the indicated seats on the Contra Costa Council on Homelessness with terms
expiring as specified below:
CoC/ESG Program Grantee- term expiring 12/31/2016
Louise Bourassa, RN, MS
Executive Director, Contra Costa Interfaith Housing
Community Member Seat #2- term expiring 12/31/2017
Gary Kingsbury
Lafayette, CA 94549
Emergency Solutions Grant Representative- term expiring 12/31/2017
Gabriel Lemus
CDBG Program Planner, Contra Costa County
Faith Community Representative- term expiring 12/31/2016
Doug Leich
Multi-Faith ACTION Coalition
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Lavonna Martin, (925) 313-6736
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 28
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Appointments to the Council on Homelessness
February 9, 2016 Official Minutes 396
RECOMMENDATION(S): (CONT'D)
>
Homeless Housing Provider- term expiring 12/31/2017
Dan Sawislak
Executive Director, Resources for Community Development
Public Safety Representative- term expiring 12/31/2017
Diane Aguinaga
Captain, Police Department, City of Antioch
Veterans Administration Representative- term expiring 12/31/2017
Tracy Cascio, MSW
Homeless Program Manager, Veteran Association Northern California
FISCAL IMPACT:
There is no fiscal impact.
BACKGROUND:
The Contra Costa Council on Homelessness provides a forum for communication and coordination of the
County's Strategic Plan to End Homelessness, educate the community on homeless issues, and advocate on
federal, state and local policy issues affecting people who are homeless or at-risk of homelessness.
The Council on Homelessness is appointed by the Board of Supervisors and consists of 18 seats representing
homeless or formerly homeless persons, educational/vocational services, health care, housing providers law
enforcement, local government, the faith community, homeless service providers, and philanthropy. All Council
members reside in or are employed in Contra Costa County, demonstrate a professional interest in or personal
commitment to addressing and alleviating the impact of homelessness, and be able to contribute unique expertise,
opinions and viewpoints on homeless issues. Candidates will serve two-year terms.
The Council on Homelessness continues to make every effort to fill its vacant seats. These efforts include sending
a targeted email solicitation via the Continuum of Care mailing list (300+ contacts that include each Supervisors
office), announcing vacancies at public Council on Homelessness meetings and posting information about the
vacancies and application materials on the Council on Homelessness website.
Presently the Council on Homelessness has eleven (11) vacancies. Following a close review of applications and
interviews with candidates, the Council on Homelessness recommends appointing the seven individuals.
CONSEQUENCE OF NEGATIVE ACTION:
The seats will remain vacant.
ATTACHMENTS
Louise Bourassa App
Captain Aguinaga App
Tracy Cascio App
Dan Sawislak App
Gabriel Lemus App
Gary Kingsbury App
February 9, 2016 Official Minutes 397
Douglas Leich App
February 9, 2016 Official Minutes 398
February 9, 2016Official Minutes399
February 9, 2016Official Minutes400
February 9, 2016Official Minutes401
February 9, 2016Official Minutes402
February 9, 2016Official Minutes403
February 9, 2016Official Minutes404
February 9, 2016Official Minutes405
February 9, 2016 Official Minutes 406
February 9, 2016 Official Minutes 407
February 9, 2016 Official Minutes 408
February 9, 2016 Official Minutes 409
February 9, 2016 Official Minutes 410
150 Muir Road
Martinez CA
94553
Council on Homelessness Executive Board
PRINT EXACT NAME OF BOARD, COMMITTEE, OR COMMISSION
Health Care Representative
PRINT EXACT SEAT NAME applicable)
Cascio Tracy 1. Name:
(Last Name)
(First Name)
(Middle Name)
2. Address:
Contra
Costa
County
For Office Use Only
Date Received:
For Reviewers Use Only:
Accepted Rejected
Print Form
BOARDS, COMMITTEES, AND COMMISSIONS APPLICATION
MAIL OR DELIVER TO:
Contra Costa Carty
CLERK OF THE BOARD
651 Pine Stieet, Rm. 106
Martinez, California 94553-1292
PLEASE TYPE OR PRINT IN INK
(Each Position Requires a Separate Application)
BOARD, COMMITTEE OR COMMISSION NAME AND SEAT TITLE YOU ARE APPLYING FOR:
(No.)
(Street)
(Apt.)
(City)
(State)
(Zip Code)
3. Phones . (925) 372-2463
(Home No.)
(Work No.)
(Cell No.)
4. Email Address: tracy.cascio@va.gov
5. EDUCATION: Check appropriate box if you possess one of the following:
High School Diploma M G.E.D. Certificate D California High School Proficiency Certificate El
Give Highest Grade or Educational Level Achieved Graduate School
Names of colleges/universities
attended Course of Study! Major Awar
Deg ree
ded Units Completed Degree
Type
D
e
t
r
e
ee
D:
Awarded
Semester Quarter
A) estern Washington Univ. IVI/ Psychology Yes No 12 MI 64 BA
,
1986
B)
UC Berkeley, School of SW MSW Yes No Di 111 MSW 1991 6
C)
Yes No M II
D Other schools / training
completed:
Course Studied Hours Completed Certificate
Yes No
Awarded:
10
THIS FORM IS A PUBLIC DOCUMENT
February 9, 2016 Official Minutes 411
6. PLEASE FILL OUT THE FOLLOWING SECTION COMPLETELY. List experience that relates to the qualifications needed to
serve on the local appointive body. Begin with your most recent experience. A resume or other supporting documentation
may be attached but it may not be used as a substitute for completing this section.
A) Dates (Month, Day, Year)
From To
Title Duties Performed
Homeless Program Manager Supervise staff and manage a
continuum of services for homeless
including permanent supportive
housing, contracted emergency and
transitional housing, justice outreach
and employment services. Team size
is 73 staff, 1340 units of permanent
housing, 221 transitional, 121
emergency.
2/05 Present Veterans in the region of NCHCS, Employer's Name and Address
Total: Yrs. Mos.
VA Northern California Health Care
150 Muir Road
Martinez, CA 94553
10 7
Hrs. per week . Volunteer 1:1
B) Dates (Month,
From
Day, Year)
To
Title Duties Performed
Homeless Program Coordinator
Supervised a team of social workers
and operated a continuum of services
for Veterans in the SF Bay area. Team
size was 10, number of transitional and
emergency beds totaled 50.
9/91 2/05
Employer's Name and Address
Total: Yrs. Mos.
San Francisco VA
401 3rd St.
San Francisco, CA 94103
13 5
Hrs. per weeki-1. Volunteer MI
C) Dates (Month,
From To
Day, Year) Title Duties Performed
Employer's Name and Address
Total: Yrs. Mos.
Hrs. per week . Volunteer II
D) Dates (Month,
From To
Day, Year) Title Duties Performed
Employer's Name and Address
Total: Yrs. Mos.
Hrs. per week . Volunteer 0
THIS FORM IS A PUBLIC DOCUMENT
February 9, 2016 Official Minutes 412
7. How did you learn about this vacancy?
EICCC Homepagerl Walk-In ONewspaper Advertisement DDistrict Supervisor DOther
8. Do you have a Familial or Financial Relationship with a member of the Board of Supervisors? (Please see Board
Resolution no. 2011/55, attached): No Yes n
If Yes, please identify the nature of the relationship:
9. Do you have any financial relationships with the County such as grants, contracts, or other economic relations?
No ri Yes
If Yes, please identify the nature of the relationship
I CERTIFY that the statements made by me in this application are true, complete, and correct to the best of my knowledge and
belief, and are made in good faith. I acknowledge and understand that all information in this application is publically
accessible. I understand and agree that misstatements / omissions of material fact may cause forfeiture of my rights to serve
on a Board, Committee, or Commission in Contra Costa County.
Contract with CCC for emergency beds.
Sign Name: Date:
Important Information
1. This application is a public document and is subject to the California Public Records Act (CA Gov. Code §6250-6270).
2. Send the completed paper application to the Office of the Clerk of the Board at: 651 Pine Street Room 106, Martinez, CA 94553.
3. A résumé or other relevant information may be submitted with this application.
4. All members are required to take the follovving training: 1) The Brown Act, 2) The Better Government Ordinance, and 3) Ethics Training.
5. Members of boards, commissions, and committees may be required to: 1) file a Statement of Economic Interest Form also knovvn as a Form
700, and 2) complete the State Ethics Training Course as required by AB 1234.
6. Advisory body meetings may be held in various locations and some locations may not be accessible by public transportation.
7. Meeting dates and times are subject to change and may occur up to two days per month.
8. Some boards, committees, or commissions may assign members to subcommittees or work groups which may require an additional
commitment of time.
THIS FORM IS A PUBLIC DOCUMENT
February 9, 2016 Official Minutes 413
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA and for
Special Districts, Agencies and Authorities Governed by the Board Adopted Resolution
no. 2011/55 on 2/08/2011 as follows:
IN THE MATTER OF ADOPTING A POLICY MAKING FAMILY MEMBERS OF THE BOARD OF SUPERVISORS INELIGIBLE
FOR APPOINTMENT TO BOARDS, COMMIFIEES OR COMMISSIONS FOR WHICH THE BOARD OF SUPERVISORS IS THE
APPOINTING AUTHORITY
WHEREAS the Board of Supervisors wishes to avoid the reality or appearance of improper influence or favoritism;
NOW, THEREFORE, BE IT RESOLVED THAT the following policy is hereby adopted:
I. SCOPE: This policy applies to appointments to any seats on boards, committees or commissions for which the Contra Costa County
Board of Supervisors is the appointing authority.
II. POLICY: A person will not be eligible for appointment if he/she is related to a Board of Supervisors' Member in any of the following
relationships:
1. Mother, father, son, and daughter;
2. Brother, sister, grandmother, grandfather, grandson, and granddaughter;
3. Great-grandfather, great-grandmother, aunt, uncle, nephew, niece, great-grandson, and great-granddaughter;
4. First cousin;
5. Husband, wife, father-in-law, mother-in-law, son-in-law, daughter-in-law, stepson, and stepdaughter;
6. Sister-in-law (brother's spouse or spouse's sister), brother-in-law (sister's spouse or spouse's brother), spouse's grandmother,
spouse's grandfather, spouse's granddaughter, and spouse's grandson;
7. Registered domestic partner, pursuant to California Family Code section 297.
8. The relatives, as defined in 5 and 6 above, for a registered domestic partner.
9. Any person with whom a Board Member shares a financial interest as defined in the Political Reform Act (Gov't Code §87103,
Financial Interest), such as a business partner or business associate.
THIS FORM IS A PUBLIC DOCUMENT
February 9, 2016 Official Minutes 414
February 9, 2016 Official Minutes 415
February 9, 2016 Official Minutes 416
February 9, 2016 Official Minutes 417
February 9, 2016 Official Minutes 418
February 9, 2016 Official Minutes 419
February 9, 2016 Official Minutes 420
February 9, 2016 Official Minutes 421
February 9, 2016 Official Minutes 422
February 9, 2016Official Minutes423
February 9, 2016Official Minutes424
February 9, 2016Official Minutes425
February 9, 2016Official Minutes426
February 9, 2016Official Minutes427
February 9, 2016Official Minutes428
RECOMMENDATION(S):
ACCEPT resignation of Louis Buckingham, DECLARE vacancy the District III Family Member seat on the Mental
Health Commission, and DIRECT the Clerk of the Board to post the vacancy, as recommended by Supervisor Mary
Nejedly Piepho.
FISCAL IMPACT:
None.
BACKGROUND:
The Contra Costa County Mental Health Commission was established by order of the Contra Costa County Board of
Supervisors on June 22, 1993, pursuant to the Welfare & Institutions Code 5604, also known as the
Bronzan-McCorquodale Act, Stats. 1992, c. 1374 (A.B. 14). The primary purpose of the Commission is to serve in an
advisory capacity to the Board of Supervisors and to the Mental Health Division and its staff. Commissioners are
appointed by members of the County Board of Supervisors from each of the five districts for a term of three years.
Each district has a consumer of mental health services, family member and an at-large representative on the
Commission, for a total of 15 members plus a representative and alternate from the Board of Supervisors.
The Commissioner notified the District Supervisor of his resignation to the Commission effective immediately on
January 6, 2016.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Lea Castleberry (925) 252-4500
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 25
To:Board of Supervisors
From:Mary N. Piepho, District III Supervisor
Date:February 9, 2016
Contra
Costa
County
Subject:VACANCY ON THE MENTAL HEALTH COMMISSION
February 9, 2016 Official Minutes 429
RECOMMENDATION(S):
APPROVE Appropriaton Adjustment No. 5045 reallocating the Road Fund Balance to Road Construction (0662),
Road Maintenance (0672), and Road Administration (0676) and appropriating it to reflect appropriate categories for
estimated expenditures in Fiscal Year 2015-2016.
FISCAL IMPACT:
No Fiscal Impact
BACKGROUND:
Pursuant to the provisions of the County Budget Act, this action revises the Road Fund budget and appropriates
resources to finance current budget requirements. Fund balance for the Road Fund is appropriated annually.
CONSEQUENCE OF NEGATIVE ACTION:
Road Fund balance will not be appropriated correctly in FY 2015-2016.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Liza Mangabay 925-313-2232
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 29
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVE Appropriation Adjustment Reallocation
February 9, 2016 Official Minutes 430
AGENDA ATTACHMENTS
TC 27 5045
MINUTES ATTACHMENTS
Signed: Appropriation and Adjustments No.
5045
February 9, 2016 Official Minutes 431
February 9, 2016Official Minutes432
February 9, 2016Official Minutes433
February 9, 2016Official Minutes434
February 9, 2016Official Minutes435
RECOMMENDATION(S):
ACKNOWLEDGE receipt of the resolution from the San Francisco Bay Restoration Authority calling for a special
election and ADOPT Resolution No. 2016/78, ordering that the election be conducted and consolidated with the June
7, 2016 Statewide Primary Election.
FISCAL IMPACT:
Pursuant to Government Code 66704.5(h), the Authority will reimburse the Contra Costa County Election Division
for the incremental costs incurred to conduct the consolidated special election.
BACKGROUND:
The San Francisco Bay Restoration Authority Governing Board adopted a resolution on January 13, 2016, calling a
Special Parcel Tax Election pursuant to Government Code 66700 et seq. The resolution requested that the Board of
Supervisors of each of the nine Bay Area counties, including Contra Costa County, consolidate the Special Parcel
Tax Election with the June 7, 2016 Statewide Primary Election pursuant to Elections Code 10403. A copy of the
Authority's Resolution is attached.
The Resolution calls an election on the question of whether an annual parcel tax of $12.00 should be applied to each
parcel in the nine Bay Area counties for 20 years. The question has been uniformly designated Measure "AA" by the
Registrars of Voters in each of the nine Bay Area counties. To be approved, Measure "AA" must achieve a 2/3
majority of all voters in the entire jurisdiction of the Authority. All nine counties will be bound by the results of the
election, whether or not the Measure passes by a 2/3 majority in each county.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: 925-335-7808 Scott Konopasek
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Elections, CAO, Save the Bay, Auditor-Controller, Treasurer-Tax Collector, Assessor
C. 30
To:Board of Supervisors
From:Joseph E. Canciamilla, Clerk-Recorder
Date:February 9, 2016
Contra
Costa
County
Subject:Consolidation of the San Francisco Bay Restoration Authority Special Election with the June 7, 2016 Primary Election
February 9, 2016 Official Minutes 436
BACKGROUND: (CONT'D)
>
Elections Code section 10403 provides that a district election may be consolidated with another election held on
the same date, if ordered by the Board of Supervisors. Government Code 66704.05 mandates such consolidation
by the Board of Supervisors. Procedurally, Elections Code section 10403 requires the Authority to file its
resolution ordering the election and requesting consolidation with the Board of Supervisors at least 88 days prior
to the election. The 88th day prior to the June 7, 2016 election is March 11, 2016. A copy of the resolution must
be simultaneously filed with the Registrar of Voters. The resolution must set forth the exact form of the question
to be voted upon at the bond election as it is to appear on the ballot. On January 22, 2016, the District timely filed
its resolution with the Board of Supervisors, with a copy to the Registrar of Voters, requesting consolidation of the
special parcel tax election with the statewide primary election to be held on June 7, 2016. The Authority's
resolution complies with all procedural requirements of Elections Code section 10403. In the case of the
Authority, there is an additional requirement, unlike other districts. Government Code 66704.05(a) appears to
require each county's Board of Supervisors to call the special election in addition to the Authority calling the
election. For that purpose, the attached Resolution No. 2016/78 is provided for the Board’s adoption.
AGENDA ATTACHMENTS
Resolution No. 2016/78
San Francisco Bay Restoration Authority Resolution 13_Special Election
San Francisco Bay Restoration Authority Resolution 14_Ballot Measure
MINUTES ATTACHMENTS
Signed Resolution No. 2016/78
February 9, 2016 Official Minutes 437
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:John Gioia
ABSTAIN:
RECUSE:
Resolution No. 2016/78
IN THE MATTER OF CONSOLIDATING A SPECIAL ELECTION OF THE SAN FRANCISCO BAY
RESTORATION AUTHORITY FOR MEASURE “AA” TO IMPOSE A PARCEL TAX OF TWELVE DOLLARS FOR
TWENTY YEARS WITH THE STATEWIDE PRIMARY ELECTION TO BE HELD ON JUNE 7, 2016 AND
DIRECTING THE REGISTRAR OF VOTERS TO CONDUCT THE ELECTION
WHEREAS, the San Francisco Bay Restoration Authority adopted Resolution No. 13 on January 13, 2016, ordering a special
election to be held on the question of imposing a $12.00 parcel tax for twenty years (Measure “AA” Election); and
WHEREAS, Government Code 66704.05(b) defines the authority as a district pursuant to Elections Code 317; and
WHEREAS, the San Francisco Bay Restoration Authority adopted Resolution No. 14 on January 13, 2016, requesting that the
special parcel tax election be consolidated with the June 7, 2016 Statewide Primary Election; and
WHEREAS, Elections Code sections 1000 and 1001 provide that the first Tuesday after the first Monday in June of
even-numbered years is a statewide election date and therefore June 7, 2016, is a statewide election date; and
WHEREAS, Elections Code section 10403 provides that a district special election may be consolidated with a statewide election
if ordered by the Board of Supervisors; and
WHEREAS, Government Code 66704.05(a) provides that the Board of Supervisors of the county or counties in which the
measure is proposed shall call a special election on the measure . . . (which) shall be consolidated with the next regularly
scheduled statewide election; and
WHEREAS, Elections Code section 10403 provides that whenever an election called by a district for the submission of any
question or proposition is to be consolidated with a statewide election, and the question or proposition is to appear on the same
ballot as that provided for the statewide election, the district shall, at least 88 days prior to the date of the election, file with the
Board of Supervisors, and a copy with the elections official, a resolution of its governing board requesting the consolidation, and
setting forth the exact form of any question or proposition to be voted upon at the election as it is to appear on the ballot; and
WHEREAS, Elections Code section 10403 further provides that the resolution requesting the consolidation shall be adopted and
filed at the same time as the adoption of the resolution calling the election; and
WHEREAS, the Authority has adopted and timely filed the required resolutions with the Clerk of the Board of Supervisors and
the elections official requesting that the Measure “AA” election be consolidated with the June 7, 2016, statewide primary
election, and that the County Clerk-Recorder Elections Division be directed to conduct the election; and
WHEREAS, the Authority has established the deadlines for filing arguments for and against Measure “AA” of no later than 5
p.m. on March 23, 2016 and the deadline for rebuttals of no later than 5 p.m. on March 28, 2016, and the deadline for an
Impartial Analysis of no later than 5 p.m. on March 11, 2016; and
WHEREAS, as required by Government Code 66704.05(h), the Authority has agreed to reimburse Contra Costa County for all
“incremental costs” of conducting the Measure AA election, upon presentation of a bill performed for the Authority by the
Registrar of Voters; and
4
1
February 9, 2016 Official Minutes 438
WHEREAS, the Board believes that consolidating the Measure “AA” election with the statewide primary election would be cost
effective and is the most appropriate manner in which to proceed;
NOW, THEREFORE, BE IT RESOLVED that the Board of Supervisors of Contra Costa County, State of California, hereby
orders and proclaims that the San Francisco Bay Restoration Authority Special Parcel Tax Measure “AA” election shall be
consolidated with the June 7, 2016 Statewide Primary Election; and
BE IT FURTHER RESOLVED that the Measure “AA” election shall be for the purposes set forth in the Authority’s Resolution
No. 14; and
BE IT FURTHER RESOLVED that the following question, which the Registrar of Voters has designated as Measure "AA", shall
be submitted to voters, as set forth in the Authority Resolution 14. The Registrar of Voters is hereby instructed to place the
question on the ballot at said election in substantially the following form:
BE IT FURTHER RESOLVED that the polls shall be open from 7:00 a.m. to 8:00 p.m. on Election Day, June 7, 2016. The
manner of holding the election and the procedure for voting for and against the Measure presented shall be as set forth in the
Elections Code for special parcel tax elections which are consolidated with a statewide primary election; and
BE IT FURTHER RESOLVED that all precincts established and all election officers appointed for the June 7, 2016 Statewide
Primary Election shall be the precincts and election officers for the Measure "AA" election, and the election officers shall
conduct the election and make return thereof according to law; and
BE IT FURTHER RESOLVED that Elections Code section 9300, et seq., shall apply to this Measure "AA" election; and
BE IT FURTHER RESOLVED that the entire text of Measure "AA"; shall be printed in the voter information which
accompanies the official vote by mail ballot and in the appropriate sample ballot pamphlet; and
BE IT FURTHER RESOLVED that the Registrar of Voters conducting the election may publish a notice of the election in a
newspaper of general circulation within the County not later than fifty (50) days prior to the election; and
BE IT FURTHER RESOLVED that the request of the Authority, as set forth in its Resolution No. 14, and authorized by
Elections Code section 10403, is approved and the County Clerk-Recorder Elections Division is hereby authorized and directed
to procure and furnish those election services requested by the Authority as is more fully set forth in the aforementioned
Resolution; and
BE IT FURTHER RESOLVED that the Registrar of Voters is directed to submit to the Authority a bill for the election services
provided by the County Clerk-Recorder Elections Division in conformity with Government Code section 66704.05(h).
Contact: 925-335-7808 Scott Konopasek
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Elections, CAO, Save the Bay, Auditor-Controller, Treasurer-Tax Collector, Assessor
February 9, 2016 Official Minutes 439
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RECOMMENDATION(S):
ADOPT Position Adjustment Resolution No. 21817 to make the following position adjustments in the Department of
Information Technology:
ADD two (2) Deputy Director of Information Technology-Exempt (LTD1) (unrepresented) positions at salary
plan and grade B85 2032 ($8,327 - $10,121); and
1.
CANCEL one (1) vacant Deputy Chief Information Officer - Geographic Information System (GIS)- Exempt
(LTD2) (unrepresented) position (#11694) at salary plan and grade B85 2032 ($8,327 - $10,121), and one (1)
Deputy Director/Chief Information Security Officer - Exempt (LWS1) (unrepresented) position (#36) at salary
plan and grade B85 2032 ($8,327 - $10,121), and ABOLISH these classes.
2.
FISCAL IMPACT:
The increased cost this fiscal year is $149,091. The estimated increased annual costs are $357,819. Of that amount,
$64,344 is attributable to employer retirement contributions. These positions are part of the
DoIT/Telecommunications staffing plan. The increased personnel costs will be funded this current year through
salary savings from vacant positions and in future fiscal years through service fees.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Edward Woo 925-383-2688
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: James Hicks, Marta Goc, Joanne Buenger
C. 32
To:Board of Supervisors
From:Ed Woo, Chief Information Officer
Date:February 9, 2016
Contra
Costa
County
Subject:Add 2 Deputy Director Of Information Technology (LTD1) & Cancel 1 LTD2 and 1 LWS1
February 9, 2016 Official Minutes 458
BACKGROUND:
In an effort to perform its functions more effectively and efficiently, the number of DoIT/Telecommunications job
classifications is being reduced. This action abolishes two (2) job classifications and integrates the job duties for
those classes with the Deputy Director of Information Technology-Exempt job class, which will establish a class
structure that is more easily administered and is comparable to classification structures utilized within other
County departments. This action will increase the number of authorized and funded positions within
DoIT/Telecommunications from 76 to 78.
CONSEQUENCE OF NEGATIVE ACTION:
If this action is not approved, DoIT/Telecommunications will not have the appropriate classifications to manage
complex technology and main support of other County departments' technology and telecommunications needs.
AGENDA ATTACHMENTS
P300 21817: Add 2 Dep CIO; Cxl Dep CIO-GIS and Dep CIO Info Security
MINUTES ATTACHMENTS
P300 #21817 signed
February 9, 2016 Official Minutes 459
POSITION ADJUSTMENT REQUEST
NO. 21817
DATE
Department No./
Department CAO-DoIT Budget Unit No. 0147 Org No. 1050 Agency No. A03
Action Requested: ADD two (2) full time Deputy Director Of Information Technology (LTD1) positions ($8,327 - $10,121).
Cancel one (1) vacant Deputy Chief Information Officer - Geographic Information System (GIS) (LTD2) position (11694), and
one (1) Deputy Director/Chief Information Security Officer (LWS1) position (36) ($8,327 - $10,121).
Proposed Effective Date: 2/1/2016
Classification Questionnaire attached: Yes No / Cost is within Department’s budget: Yes No
Total One-Time Costs (non-salary) associated with request: $0.00
Estimated total cost adjustment (salary / benefits / one time):
Total annual cost $357,819.00 Net County Cost $0.00
Total this FY $149,091.25 N.C.C. this FY $0.00
SOURCE OF FUNDING TO OFFSET ADJUSTMENT 100% offset by department user fees
Department must initiate necessary adjustment and submit to CAO.
Use additional sheet for further explanations or comments.
Edward Woo
______________________________________
(for) Department Head
REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPARTMENT
/s/ Julie DiMaggio Enea 1/13/2016
___________________________________ ________________
Deputy County Administrator Date
HUMAN RESOURCES DEPARTMENT RECOMMENDATIONS DATE 1/28/2016
ADD two (2) Deputy Director Of Information Technology-Exempt (LTD1) positions at salary plan and grade ($8,327 -
$10,121); CANCEL one (1) vacant Deputy Chief Information Officer - Geographic Information System-Exempt (LTD2) position
#11694 and one (1) Deputy Director/Chief Information Security Officer-Exempt (LWS1) position #36 at salary plan and grade
B85 2032 ($8,327 - $10,121), and ABOLISH those classes.
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic / Exempt salary schedule.
Effective: Day following Board Action.
(Date) Marta Goc 1/28/2016
___________________________________ ________________
(for) Director of Human Resources Date
COUNTY ADMINISTRATOR RECOMMENDATION: DATE 2/3/2016
Approve Recommendation of Director of Human Resources
Disapprove Recommendation of Director of Human Resources /s/ Julie DiMaggio Enea
Other: ____________________________________________ ___________________________________
(for) County Administrator
BOARD OF SUPERVISORS ACTION: David J. Twa, Clerk of the Board of Supervisors
Adjustment is APPROVED DISAPPROVED and County Administrator
DATE BY
APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL / SALARY RESOLUTION AMENDMENT
POSITION ADJUSTMENT ACTION TO BE COMPLETED BY HUMAN RESOURCES DEPARTMENT FOLLOWING BOARD ACTION
Adjust class(es) / position(s) as follows:
P300 (M347) Rev 3/15/01
February 9, 2016 Official Minutes 460
REQUEST FOR PROJECT POSITIONS
Department Date 2/3/2016 No.
1. Project Positions Requested:
2. Explain Specific Duties of Position(s)
3. Name / Purpose of Project and Funding Source (do not use acronyms i.e. SB40 Project or SDSS Funds)
4. Duration of the Project: Start Date End Date
Is funding for a specified period of time (i.e. 2 years) or on a year-to-year basis? Please explain.
5. Project Annual Cost
a. Salary & Benefits Costs: b. Support Costs:
(services, supplies, equipment, etc.)
c. Less revenue or expenditure: d. Net cost to General or other fund:
6. Briefly explain the consequences of not filling the project position(s) in terms of:
a. potential future costs d. political implications
b. legal implications e. organizational implications
c. financial implications
7. Briefly describe the alternative approaches to delivering the services which you have considered. Indicate why these
alternatives were not chosen.
8. Departments requesting new project positions must submit an updated cost benefit analysis of each project position at the
halfway point of the project duration. This report is to be submitted to the Human Resources Department, which will
forward the report to the Board of Supervisors. Indicate the date that your cost / benefit analysis will be submitted
9. How will the project position(s) be filled?
a. Competitive examination(s)
b. Existing employment list(s) Which one(s)?
c. Direct appointment of:
1. Merit System employee who will be placed on leave from current job
2. Non-County employee
Provide a justification if filling position(s) by C1 or C2
USE ADDITIONAL PAPER IF NECESSARY
February 9, 2016 Official Minutes 461
February 9, 2016Official Minutes462
RECOMMENDATION(S):
ADOPT Position Adjustment Resolution No. 21826 to add the following represented positions in the Health Services
Department:
three (3) full-time Exempt Medical Staff Physician (VPW9) at salary level 1P5-2312 ($11,052 - $14,864);
two (2) full-time Family Nurse Practitioner (VWSB) at salary level L35-1873 ($9,023 - $10,968);
one (1) full-time Registered Nurse-Advanced Level (VWXE) at salary level L32-1878 ($9,342 - $9,576);
one (1) full-time Registered Nurse-Experienced Level (VWXD) at salary level L3H-0400 ($7,853 - $8,753);
two (2) part-time 24/40 Registered Nurse-Experienced Level (VWXD) at salary level L3H-0400 ($7,853 -
$8,753);
four (4) full-time Licensed Vocational Nurse (VT7G) at salary level QBX-1287 ($3,970 - $5,070);
four (4) full-time Certified Medical Assistant (VTWC) at salary level QB5-1088 ($3,268 - $3,973);
one (1) full-time Clerical Supervisor (JWHF) at salary level K6X-1290 ($3,982 - $5,085);
two (2) Clerk-Specialist Level (JWXD) at salary level 3RX-1156 ($3,487 - $4,453);
three (3) full-time Clerk-Senior Level (JWXC) at salary level 3RX-1033 ($3,087 - $3,943);
four (4) part-time 32/40 Clerk-Senior Level (JWXC) at salary level 3RX-1033 ($3,087 - $3,943);
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Jo-Anne Linares, (925)
957-5240
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 36
To:Board of Supervisors
From:William Walker, M.D., Health Services
Date:February 9, 2016
Contra
Costa
County
Subject:Add 34 positions in varied classifications in the Health Services Department
February 9, 2016 Official Minutes 463
RECOMMENDATION(S): (CONT'D)
one (1) full-time Community Health Worker II (VKVB) at salary level QT5-1043 ($3,126 - $3,800);
one (1) full-time Senior Radiologic Technologist (V8VA) at salary level QT5-1737 ($6,215 - $ 7,555);
one (1) full-time Laboratory Technician II (VJVA) at salary level QT5-1095 ($3,291 - $4,001);
one (1) Biomedical Equipment Technician I (VFWG) at salary level QT5-1491 ($4,872 - $5,371);
one (1) Medical Social Worker II (X4VH) at salary level 255-1590 ($5,373 - $6,531); and
two (2) full-time Institutional Services Worker-Generalist (1KVD) at salary level QS5-0922 ($2,773 - $3,371)
FISCAL IMPACT:
Upon approval, this action has an annual cost of approximately $4,070,099 which includes pension costs of
$868,910. The costs will be completely offset by Federally Qualified Health Care and third party revenues.
BACKGROUND:
The Health Services Department is requesting to add these 34 positions allocated to the newly expanded Antioch
Health Center. Currently, the clinic is providing 216 hours of ambulatory care to our Contra Costa Health Plan
members and County residents. Expanded services are necessary due to the increased volume and demand
associated with the Affordable Care Act and the resulting increased membership in the Contra Costa Health Plan.
The expansion will provide an additional 152 weekly hours equivalent to 38 four-hours of Family Practice clinics
and Group clinics.
The increased capacity will allow a total of 1,386 patient visits per week with full capacity which will be
implemented in thee (3) phases. These 34 positions are include in Phase One, and a subsequent request for Phase
Two and Phase Three will be submitted at a later date.
CONSEQUENCE OF NEGATIVE ACTION:
If this action is not approved, the Antioch Health Center will not have adequate staffing to provide increased
patient care services.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
AGENDA ATTACHMENTS
P300 No. 21826 HSD
P300 No. 21826 Attachment 1
MINUTES ATTACHMENTS
P300 #21826 signed
February 9, 2016 Official Minutes 464
POSITION ADJUSTMENT REQUEST
NO. 21826
DATE 1/27/2016
Department No./
Department Health Services Budget Unit No. 0540 Org No. 6410 Agency No. A18
Action Requested: Add 34 permanent positions in the Health Services Department. (See Attachment 1)
Proposed Effective Date: 2/10/2016
Classification Questionnaire attached: Yes No / Cost is within Department’s budget: Yes No
Total One-Time Costs (non-salary) associated with request: $0.00
Estimated total cost adjustment (salary / benefits / one time):
Total annual cost $4,070,099.00 Net County Cost
Total this FY $1,356,699.00 N.C.C. this FY
SOURCE OF FUNDING TO OFFSET ADJUSTMENT 100% FQHC and Third Party Revenues
Department must initiate necessary adjustment and submit to CAO.
Use additional sheet for further explanations or comments.
Jo-Anne Linares
______________________________________
(for) Department Head
REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPARTMENT
___________________________________ ________________
Deputy County Administrator Date
HUMAN RESOURCES DEPARTMENT RECOMMENDATIONS DATE
Exempt from Human Resources review under delegated authority.
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic / Exempt salary schedule.
Effective: Day following Board Action.
(Date)
___________________________________ ________________
(for) Director of Human Resources Date
COUNTY ADMINISTRATOR RECOMMENDATION: DATE 2/2/2016
Approve Recommendation of Director of Human Resources
Disapprove Recommendation of Director of Human Resources Enid Mendoza
Other: ____________________________________________ ___________________________________
(for) County Administrator
BOARD OF SUPERVISORS ACTION: David J. Twa, Clerk of the Board of Supervisors
Adjustment is APPROVED DISAPPROVED and County Administrator
DATE BY
APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL / SALARY RESOLUTION AMENDMENT
POSITION ADJUSTMENT ACTION TO BE COMPLETED BY HUMAN RESOURCES DEPARTMENT FOLLOWING BOARD ACTION
Adjust class(es) / position(s) as follows:
P300 (M347) Rev 3/15/01
February 9, 2016 Official Minutes 465
REQUEST FOR PROJECT POSITIONS
Department Date 2/3/2016 No. xxxxxx
1. Project Positions Requested:
2. Explain Specific Duties of Position(s)
3. Name / Purpose of Project and Funding Source (do not use acronyms i.e. SB40 Project or SDSS Funds)
4. Duration of the Project: Start Date End Date
Is funding for a specified period of time (i.e. 2 years) or on a year-to-year basis? Please explain.
5. Project Annual Cost
a. Salary & Benefits Costs: b. Support Costs:
(services, supplies, equipment, etc.)
c. Less revenue or expenditure: d. Net cost to General or other fund:
6. Briefly explain the consequences of not filling the project position(s) in terms o f:
a. potential future costs d. political implications
b. legal implications e. organizational implications
c. financial implications
7. Briefly describe the alternative approaches to delivering the services which you have considered. Indicate why these
alternatives were not chosen.
8. Departments requesting new project positions must submit an updated cost benefit analysis of each project position at the
halfway point of the project duration. This report is to be submitted to the Human Resources Department, which will
forward the report to the Board of Supervisors. Indicate the date that your cost / benefit analysis will be submitted
9. How will the project position(s) be filled?
a. Competitive examination(s)
b. Existing employment list(s) Which one(s)?
c. Direct appointment of:
1. Merit System employee who will be placed on leave from current job
2. Non-County employee
Provide a justification if filling position(s) by C1 or C2
USE ADDITIONAL PAPER IF NECESSARY
February 9, 2016 Official Minutes 466
Antioch Health Center Expansion
P300 ATTACHMENT 1
Antioch Health Center – Phase one
o Three (3) PFT Physicians (VPW9)
o Two (2) PFT Family Nurse Practitioner (VWSB)
o One (1) PFT Registered Nurse- Advanced Level (VWXE)
o One (1) PFT Registered Nurse-Experienced Level (VWXD)
o Two (2) (24/40) Registered Nurse-Experienced Level (VWXD)
o Four (4) PFT Licensed Vocational Nurse (VT7G)
o Four (4) PFT Certified Medical Assistant (VTWC)
o One (1) PFT Clerical Supervisor (JWHF)
o Two (2) PFT Clerk – Specialist (JWXD)
o Three (3) PFT Clerk - Senior Level (JWXC)
o Four (4) (32/40) Clerk - Senior Level (JWXC)
o One (1) PFT Community Health Worker II (VKVB)
o One (1) PFT Senior Radiologic Technologist (V8VA)
o One (1) PFT Laboratory Technician II (VJVA)
o One (1) PFT Bio-med Equipment Technician I (VFWG)
o One (1) PFT Medical Social Worker II (X4VH)
o Two (2) PFT Institutional Services Worker - Generalist (1KVD)
February 9, 2016 Official Minutes 467
Antioch Health Center Expansion
February 9, 2016 Official Minutes 468
February 9, 2016Official Minutes469
RECOMMENDATION(S):
ADOPT Position Adjustment Resolution No. 21824 to add one (1) Administrative Services Assistant II (APVA)
position ($4,795-$5,828) and cancel one vacant (1) Information Systems Technician II (LTVB) position #9636
($4,895-$5,950) in the Information Technology unit of the Health Services Department.
FISCAL IMPACT:
There are no additional costs associated with this action. There will be a cost savings of $2,160 annually with
benefits, including $521 in pension costs.
BACKGROUND:
Health Services Information Technology has identified a need for an Administrative Services Assistant II position to
support its contracting and procurement operations. This position will support the purchasing of IT equipment,
software, systems, and services. Working with vendors for quotes, preparation of software and services agreements,
purchase orders, and services contracts. Recently, the process for acquiring software, services, and training changed
from a routine Purchase Order to the use of a Software and Services Agreement (SSA). The SSA is a very detailed
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Kristen Cunningham, (925)
957-5267
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 35
To:Board of Supervisors
From:William Walker, M.D., Health Services
Date:February 9, 2016
Contra
Costa
County
Subject:Add one Administrative Services Assistant II and cancel one Information Systems Technician II in the Health
Services Department
February 9, 2016 Official Minutes 470
BACKGROUND: (CONT'D)
legal document which requires the IT department to work more closely with the various vendors to develop a
document which clearly describes the work to be performed, terms and conditions, and scope of service. These
responsibilities are more appropriately aligned with that of an Administrative Services Assistant II rather than an
Information Systems Technician II.
CONSEQUENCE OF NEGATIVE ACTION:
If this action is not approved, the Health Services Information Technology division will not have the appropriate
personnel to staff its operations.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
AGENDA ATTACHMENTS
P300 No. 21824 HSD
MINUTES ATTACHMENTS
P300 #21824 signed
February 9, 2016 Official Minutes 471
POSITION ADJUSTMENT REQUEST
NO. 21824
DATE 1/26/2016
Department No./
Department HEALTH SERVICES-Info Technology Budget Unit No. 0540 Org No. 6555 Agency No. A18
Action Requested: Add one (1) Administrative Services Assistant II (APVA) position and cancel one vacant Information
Systems Technician II (LTVB) position #9636 in the Information Technology division of the Health Services Department.
Proposed Effective Date: 2/10/2016
Classification Questionnaire attached: Yes No / Cost is within Department’s budget: Yes No
Total One-Time Costs (non-salary) associated with request: $0.00
Estimated total cost adjustment (salary / benefits / one time):
Total annual cost ($2,160.19) Net County Cost $0.00
Total this FY ($900.08) N.C.C. this FY $0.00
SOURCE OF FUNDING TO OFFSET ADJUSTMENT Annual cost savings of $2,160.19.
Department must initiate necessary adjustment and submit to CAO.
Use additional sheet for further explanations or comments.
Kristen Cunningham
______________________________________
(for) Department Head
REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPARTMENT
___________________________________ ________________
Deputy County Administrator Date
HUMAN RESOURCES DEPARTMENT RECOMMENDATIONS DATE
Exempt from Human Resources review under delegated authority.
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic / Exempt salary schedule.
Effective: Day following Board Action.
(Date)
___________________________________ ________________
(for) Director of Human Resources Date
COUNTY ADMINISTRATOR RECOMMENDATION: DATE 2/2/2016
Approve Recommendation of Director of Human Resources
Disapprove Recommendation of Director of Human Resources Enid Mendoza
Other: Approve as recommended by the department. ___________________________________
(for) County Administrator
BOARD OF SUPERVISORS ACTION: David J. Twa, Clerk of the Board of Supervisors
Adjustment is APPROVED DISAPPROVED and County Administrator
DATE BY
APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL / SALARY RESOLUTION AMENDMENT
POSITION ADJUSTMENT ACTION TO BE COMPLETED BY HUMAN RESOURCES DEPARTMENT FOLLOWING BOARD ACTION
Adjust class(es) / position(s) as follows:
P300 (M347) Rev 3/15/01
February 9, 2016 Official Minutes 472
REQUEST FOR PROJECT POSITIONS
Department Date 2/2/2016 No.
1. Project Positions Requested:
2. Explain Specific Duties of Position(s)
3. Name / Purpose of Project and Funding Source (do not use acronyms i.e. SB40 Project or SDSS Funds)
4. Duration of the Project: Start Date End Date
Is funding for a specified period of time (i.e. 2 years) or on a year-to-year basis? Please explain.
5. Project Annual Cost
a. Salary & Benefits Costs: b. Support Costs:
(services, supplies, equipment, etc.)
c. Less revenue or expenditure: d. Net cost to General or other fund:
6. Briefly explain the consequences of not filling the project position(s) in terms of:
a. potential future costs d. political implications
b. legal implications e. organizational implications
c. financial implications
7. Briefly describe the alternative approaches to delivering the services which you have considered. Indicate why these
alternatives were not chosen.
8. Departments requesting new project positions must submit an updated cost benefit analysis of each project position at the
halfway point of the project duration. This report is to be submitted to the Human Resources Department, which will
forward the report to the Board of Supervisors. Indicate the date that your cost / benefit analysis will be submitted
9. How will the project position(s) be filled?
a. Competitive examination(s)
b. Existing employment list(s) Which one(s)?
c. Direct appointment of:
1. Merit System employee who will be placed on leave from c urrent job
2. Non-County employee
Provide a justification if filling position(s) by C1 or C2
USE ADDITIONAL PAPER IF NECESSARY
February 9, 2016 Official Minutes 473
February 9, 2016Official Minutes474
RECOMMENDATION(S):
ADOPT Position Adjustment Resolution No. 21823 to add one (1) Human Resources Systems Specialist (AGTG)
(unrepresented) position at salary plan and grade B85 1613 ($5,499 - $6,684) and cancel one (1) Clerk-Specialist
Level (JWXD) (represented) position no. 15909 at salary plan and grade 3RX 1156 ($3,487 - $4,453) in the Human
Resources Department.
FISCAL IMPACT:
This action will result in a net cost of $42,003, of which approximately $13,000 is attributed to pension. The cost of
this action is 100% funded through the Benefit Administration Fee.
BACKGROUND:
Contra Costa County offers a wide variety of benefits to approximately 9000 active employees and 8000 retirees. To
facilitate this work flow, the Human Resources - Employee Benefits Service Unit (EBSU) utilizes the PeopleSoft
platform, which is currently on the 8.8 version. HR is upgrading to PeopleSoft 9.2 and adding the Benefits
Administration and Benefits Billing modules which will significantly increase efficiency and accuracy through
automation. Maintenance of the upgraded system requires a level of technical expertise well above the current job
classification.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Lisa Lopez 925-335-1779
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Lisa Lopez
C. 31
To:Board of Supervisors
From:Kathy Ito, Human Resources Consultant
Date:February 9, 2016
Contra
Costa
County
Subject:Add one Human Resources Systems Specialist position and cancel one Clerk-Specialist Level position
February 9, 2016 Official Minutes 475
BACKGROUND: (CONT'D)
The Human Resources Systems Specialist, expected to have advanced technical knowledge of the PeopleSoft
Personnel System, will provide interpreting and implementing policies and procedures, developing and updating
work flows, standardized monthly and annual reporting and analysis, building system queries, and providing
advice and support to EBSU HR Techs and Clerks. In addition, responsibilities and tasks from other departments
will also be shifted to EBSU with this transition, increasing the work load and reporting expectations.
CONSEQUENCE OF NEGATIVE ACTION:
Failure to add the position of Human Resources Systems Specialist job classification will result in a lower
classification being inappropriately tasked with the work needed during and after the departments transition and
will impede the County’s ability to recruit and hire a qualified candidate.
AGENDA ATTACHMENTS
P300 21823
MINUTES ATTACHMENTS
P300 #21823 signed
February 9, 2016 Official Minutes 476
POSITION ADJUSTMENT REQUEST
NO. 24386
DATE 1/27/2016
Department No./
Department Human Resources Budget Unit No. 0035 Org No. 1305 Agency No. 05
Action Requested: Add one Human Resources Systems Specialist and cancel one Clerk Specialist Level position #15909
Proposed Effective Date: 02/09/2016
Classification Questionnaire attached: Yes No / Cost is within Department’s budget: Yes No
Total One-Time Costs (non-salary) associated with request: $0.00
Estimated total cost adjustment (salary / benefits / one time):
Total annual cost $42,003 Net County Cost $0.00
Total this FY $14,000 N.C.C. this FY $0.00
SOURCE OF FUNDING TO OFFSET ADJUSTMENT 100% Benefit Administration Fee
Department must initiate necessary adjustment and submit to CAO.
Use additional sheet for further explanations or comments.
L. Lopez
______________________________________
(for) Department Head
REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPARTMENT
L.Driscoll 11/24/2015
___________________________________ ________________
Deputy County Administrator Date
HUMAN RESOURCES DEPARTMENT RECOMMENDATIONS DATE 1/28/2016
Add one Human Resources Systems Specialist (AGTG) (unrepresented) position at salary plan and grade B85 1613 ($5,499 -
$6,684) and cancel one Clerk-Specialist Level (JWXD) (represented) position no. 15909 at salary plan and grade 3RX 1156
($3,487 - $4,453)
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic / Exempt salary schedule.
Effective: Day following Board Action.
01/01/2016(Date) L. Lopez
___________________________________ ________________
(for) Director of Human Resources Date
COUNTY ADMINISTRATOR RECOMMENDATION: DATE 11/24/2015
Approve Recommendation of Director of Human Resources
Disapprove Recommendation of Director of Human Resources L.Driscoll
Other: ____________________________________________ ___________________________________
(for) County Administrator
BOARD OF SUPERVISORS ACTION: David J. Twa, Clerk of the Board of Supervisors
Adjustment is APPROVED DISAPPROVED and County Administrator
DATE BY
APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL / SALARY RESOLUTION AMENDMENT
POSITION ADJUSTMENT ACTION TO BE COMPLETED BY HUMAN RESOURCES DEPARTMENT FOLLOWING BOARD ACTION
Adjust class(es) / position(s) as follows:
P300 (M347) Rev 3/15/01
February 9, 2016 Official Minutes 477
REQUEST FOR PROJECT POSITIONS
Department Date 2/1/2016 No.
1. Project Positions Requested:
2. Explain Specific Duties of Position(s)
3. Name / Purpose of Project and Funding Source (do not use acronyms i.e. SB40 Project or SDSS Funds)
4. Duration of the Project: Start Date End Date
Is funding for a specified period of time (i.e. 2 years) or on a year-to-year basis? Please explain.
5. Project Annual Cost
a. Salary & Benefits Costs: b. Support Costs:
(services, supplies, equipment, etc.)
c. Less revenue or expenditure: d. Net cost to General or other fund:
6. Briefly explain the consequences of not filling the project position(s) in terms of:
a. potential future costs d. political implications
b. legal implications e. organizational implications
c. financial implications
7. Briefly describe the alternative approaches to delivering the services which you have considered. Indicate why these
alternatives were not chosen.
8. Departments requesting new project positions must submit an updated cost benefit analysis of each project position at the
halfway point of the project duration. This report is to be submitted to the Human Resources Department, which will
forward the report to the Board of Supervisors. Indicate the date that your cost / benefit analysis will be submitted
9. How will the project position(s) be filled?
a. Competitive examination(s)
b. Existing employment list(s) Which one(s)?
c. Direct appointment of:
1. Merit System employee who will be placed on leave from current job
2. Non-County employee
Provide a justification if filling position(s) by C1 or C2
USE ADDITIONAL PAPER IF NECESSARY
February 9, 2016 Official Minutes 478
February 9, 2016Official Minutes479
RECOMMENDATION(S):
ADOPT Position Adjustment Resolution No. 21818 to add one (1) Information Systems Programmer/Analyst III
(LPTB) (represented) position at salary plan and pay grade ZA5 1694 ($5,956.09 - $7,239.66) and cancel one (1)
Business Systems Analyst (LTWK) (represented) position #14934 at salary plan and pay grade ZB5 1694 ($5,956.09
- $7,239.66) in the County Administrator's Office (Law & Justice Systems Division).
FISCAL IMPACT:
The two classifications are compensated at the same level ($5,956.09 - $7,239.66), therefore, the switch in
classifications is cost-neutral. The Business Systems Analyst position is currently funded at a 50% level with AB 109
Public Safety Realignment funds. We propose to fund the balance of the position with County General Funds that are
already budgeted (Org. 1095) for the case management systems project, raising the authorized and funded position
count for the program from 2.5 to 3.
BACKGROUND:
The County Administrator's Office manages and coordinates the integrated case management systems used by the
District Attorney, Probation, and Public Defender departments, as well as countywide justice systems such as the
Justice Automated Warrant System and the All County Criminal Justice Information Network. Two staff are
currently assigned to perform this work, with added support from the Department of Information Technology, justice
department staff, and outside vendors. A third position was added to the County Administrator's Office in 2013 under
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Julie DiMaggio Enea (925)
335-1077
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: James Hicks, MJ Dejesus-Saepharn, Julie DiMaggio Enea
C. 34
To:Board of Supervisors
From:David Twa, County Administrator
Date:February 9, 2016
Contra
Costa
County
Subject:Add one Information Systems Programmer/Analyst III position and cancel one Business Systems Analyst position in
the County Administrator's Office
February 9, 2016 Official Minutes 480
BACKGROUND: (CONT'D)
>
Public Safety Realignment (AB 109) to assist with the implementation of new justice case management systems
to replace the legacy mainframe system, which is quickly becoming obsolete. The CAO has utilized temporary
help in lieu of filling the third position permanently until the project had progressed enough to determine the
necessary skill set and most appropriate job classification for the position.
Phase I of the District Attorney case management system has been completed and the CAO has determined that
the Information Systems Programmer/Analyst III job class will best meet the technical needs of the division going
forward. The Information Systems Programmer/Analyst III job class requires technical programming and database
management knowledge and skills that are not required by the Business Systems Analyst class, which emphasizes
project management and business process engineering skills.
CONSEQUENCE OF NEGATIVE ACTION:
Lacking approval, the Office would be unable to recruit the necessary skills to assist with implementation and
maintenance of the law and justice case management systems that are critical to the operation of the District
Attorney, Probation, and Public Defender departments, as well as the Superior Court and local law enforcement
agencies that depend on the resources of those systems.
CHILDREN'S IMPACT STATEMENT:
None.
AGENDA ATTACHMENTS
AIR 24495 P300 21818 Add and Cancel
MINUTES ATTACHMENTS
P300 #21818 signed
February 9, 2016 Official Minutes 481
POSITION ADJUSTMENT REQUEST
NO. 21818
DATE 1/25/16
Department No./
Department County Administrator Budget Unit No. 0235 Org No. 1095 Agency No. 3
Action Requested: Add one Information Systems Programmer/Analyst III (LPTB) position at salary $5,956.09 - $7,239.66 and
cancel one Business Systems Analyst (LTWK) position # 14934 at salary ($5,956.09 - $7,239.66).
Proposed Effective Date: 2/3/2016
Classification Questionnaire attached: Yes No / Cost is within Department’s budget: Yes No
Total One-Time Costs (non-salary) associated with request: $0.00
Estimated total cost adjustment (salary / benefits / one time):
Total annual cost $115,524.00 Net County Cost $115,524.00
Total this FY $48,135.00 N.C.C. this FY $48,135.00
SOURCE OF FUNDING TO OFFSET ADJUSTMENT 50% AB 109, 50% General Fund; Budgeted
Department must initiate necessary adjustment and submit to CAO.
Use additional sheet for further explanations or comments.
/s/ Julie DiMaggio Enea
______________________________________
(for) Department Head
REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPARTMENT
/s/ Julie DiMaggio Enea 1/25/2016
___________________________________ ________________
Deputy County Administrator Date
HUMAN RESOURCES DEPARTMENT RECOMMENDATIONS DATE 1/26/2016
Add one (1) Information Systems Programmer/Analyst III (LPTB) (represented) position at salary plan and pay grade ZA5
1694 ($5,956.09 - $7,239.66) and cancel one (1) Business Systems Analyst (LTWK) (represented) position #14934 at salary
plan and pay grade ZB5 1694 ($5,956.09 - $7,239.66)
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic / Exempt salary schedule.
Effective: Day following Board Action.
(Date)
___________________________________ ________________
(for) Director of Human Resources Date
COUNTY ADMINISTRATOR RECOMMENDATION: DATE
Approve Recommendation of Director of Human Resources
Disapprove Recommendation of Director of Human Resources
Other: ____________________________________________ ___________________________________
(for) County Administrator
BOARD OF SUPERVISORS ACTION: David J. Twa, Clerk of the Board of Supervisors
Adjustment is APPROVED DISAPPROVED and County Administrator
DATE BY
APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL / SALARY RESOLUTION AMENDMENT
POSITION ADJUSTMENT ACTION TO BE COMPLETED BY HUMAN RESOURCES DEPARTMENT FOLLOWING BOARD ACTION
Adjust class(es) / position(s) as follows:
P300 (M347) Rev 3/15/01
February 9, 2016 Official Minutes 482
REQUEST FOR PROJECT POSITIONS
Department Date 1/28/2016 No. xxxxxx
1. Project Positions Requested:
2. Explain Specific Duties of Position(s)
3. Name / Purpose of Project and Funding Source (do not use acronyms i.e. SB40 Project or SDSS Funds)
4. Duration of the Project: Start Date End Date
Is funding for a specified period of time (i.e. 2 years) or on a year-to-year basis? Please explain.
5. Project Annual Cost
a. Salary & Benefits Costs: b. Support Costs:
(services, supplies, equipment, etc.)
c. Less revenue or expenditure: d. Net cost to General or other fund:
6. Briefly explain the consequences of not filling the project position(s) in terms of:
a. potential future costs d. political implications
b. legal implications e. organizational implications
c. financial implications
7. Briefly describe the alternative approaches to delivering the services which you have considered. Indicate why these
alternatives were not chosen.
8. Departments requesting new project positions must submit an updated cost benefit analysis of each project position at the
halfway point of the project duration. This report is to be submitted to the Human Resources Department, which will
forward the report to the Board of Supervisors. Indicate the date that your cost / benefit analysis will be submitted
9. How will the project position(s) be filled?
a. Competitive examination(s)
b. Existing employment list(s) Which one(s)?
c. Direct appointment of:
1. Merit System employee who will be placed on leave from current job
2. Non-County employee
Provide a justification if filling position(s) by C1 or C2
USE ADDITIONAL PAPER IF NECESSARY
February 9, 2016 Official Minutes 483
February 9, 2016Official Minutes484
RECOMMENDATION(S):
ADOPT Position Adjustment Resolution No. 21825 to add one (1) Medical Social Worker II (X4VH) position
($5,373-$6,531) and cancel vacant Registered Nurse-Experienced Level (VWXD) position #16227 ($7,853-$8,753)
in the Contra Costa Health Plan division of the Health Services Department.
FISCAL IMPACT:
There are no additional costs associated with this action. There will be a cost savings of approximately $39,198
annually with benefits, including $9,466 in pension costs.
BACKGROUND:
Contra Costa Health Plan's Utilization Management/Authorization unit has identified a need for a Medical Social
Worker II position to meet its mandated requirements. The duties associated with this position include but are not
limited to: work collaboratively with the UM/Authorization Registered Nurses and Health Plan Authorization
Representatives to gather information for referrals; manage interventions with families; develop treatment plans;
follow cases in/out of hospital; exchange information with the RN so that clinical information can be documented and
referrals
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Kristen Cunningham, 957-5267
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 33
To:Board of Supervisors
From:William Walker, M.D., Health Services
Date:February 9, 2016
Contra
Costa
County
Subject:Add one Medical Social Worker II position and cancel one Registered Nurse-Experienced Level position in the
Health Services Department
February 9, 2016 Official Minutes 485
BACKGROUND: (CONT'D)
can be entered for approval/assignment to an appropriate vendor; work with families telephonically to gather
information; provide support and intervention as needed; and understand the authorization process and its
timelines The unit has identified the skill-set and associated duties of a Medical Social Worker II as being more
appropriate than a Registered Nurse-Experienced Level to best accomplish the aforementioned tasks.
CONSEQUENCE OF NEGATIVE ACTION:
If this action is not approved, Contra Costa Health Plan will not have adequate staffing to meet the mandated
requirements of the Plan.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
AGENDA ATTACHMENTS
P300 No. 21825 HSD
MINUTES ATTACHMENTS
P300 #21825 signed
February 9, 2016 Official Minutes 486
POSITION ADJUSTMENT REQUEST
NO. 21825
DATE 1/25/2016
Department No./
Department HEALTH SERVICES-CCHP Budget Unit No. 0860 Org No. 6109 Agency No. A18
Action Requested: Add one Medical Social Worker II (X4VH) position and cancel vacant Registered Nurse-Experienced Level
(VWXD) position #16227 in the Contra Costa Health Plan division of the Health Services Department
Proposed Effective Date: 2/10/2016
Classification Questionnaire attached: Yes No / Cost is within Department’s budget: Yes No
Total One-Time Costs (non-salary) associated with request: $0.00
Estimated total cost adjustment (salary / benefits / one time):
Total annual cost ($39,198.02) Net County Cost $0.00
Total this FY ($16,332.51) N.C.C. this FY $0.00
SOURCE OF FUNDING TO OFFSET ADJUSTMENT Cost Savings
Department must initiate necessary adjustment and submit to CAO.
Use additional sheet for further explanations or comments.
Kristen Cunningham
______________________________________
(for) Department Head
REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPARTMENT
___________________________________ ________________
Deputy County Administrator Date
HUMAN RESOURCES DEPARTMENT RECOMMENDATIONS DATE
Exempt from Human Resources review under delegated authority.
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic / Exempt salary schedule.
Effective: Day following Board Action.
(Date)
___________________________________ ________________
(for) Director of Human Resources Date
COUNTY ADMINISTRATOR RECOMMENDATION: DATE 2/2/2016
Approve Recommendation of Director of Human Resources
Disapprove Recommendation of Director of Human Resources Enid Mendoza
Other: Approve as recommended by the department. ___________________________________
(for) County Administrator
BOARD OF SUPERVISORS ACTION: David J. Twa, Clerk of the Board of Supervisors
Adjustment is APPROVED DISAPPROVED and County Administrator
DATE BY
APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL / SALARY RESOLUTION AMENDMENT
POSITION ADJUSTMENT ACTION TO BE COMPLETED BY HUMAN RESOURCES DEPARTMENT FOLLOWING BOARD ACTION
Adjust class(es) / position(s) as follows:
P300 (M347) Rev 3/15/01
February 9, 2016 Official Minutes 487
REQUEST FOR PROJECT POSITIONS
Department Date 2/2/2016 No.
1. Project Positions Requested:
2. Explain Specific Duties of Position(s)
3. Name / Purpose of Project and Funding Source (do not use acronyms i.e. SB40 Project or SDSS Funds)
4. Duration of the Project: Start Date End Date
Is funding for a specified period of time (i.e. 2 years) or on a year-to-year basis? Please explain.
5. Project Annual Cost
a. Salary & Benefits Costs: b. Support Costs:
(services, supplies, equipment, etc.)
c. Less revenue or expenditure: d. Net cost to General or other fund:
6. Briefly explain the consequences of not filling the project position(s) in terms of:
a. potential future costs d. political implications
b. legal implications e. organizational implications
c. financial implications
7. Briefly describe the alternative approaches to delivering the services which you have considered. Indicate why these
alternatives were not chosen.
8. Departments requesting new project positions must submit an updated cost benefit analysis of each project position at the
halfway point of the project duration. This report is to be submitted to the Human Resources Department, which will
forward the report to the Board of Supervisors. Indicate the date that your cost / benefit analysis will be submitted
9. How will the project position(s) be filled?
a. Competitive examination(s)
b. Existing employment list(s) Which one(s)?
c. Direct appointment of:
1. Merit System employee who will be placed on leave from c urrent job
2. Non-County employee
Provide a justification if filling position(s) by C1 or C2
USE ADDITIONAL PAPER IF NECESSARY
February 9, 2016 Official Minutes 488
February 9, 2016Official Minutes489
RECOMMENDATION(S):
ADOPT Resolution No. 2016/65 confirming applicability of Government Code section 31870 (Two Percent Cost of
Living Adjustment to Retirement Benefit) for employees represented by AFSCME Local 512, AFSCME Local 2700,
and Western Council of Engineers, who become New Members of CCCERA on and after July 1, 2014, in the
PEPRA Retirement Tier.
FISCAL IMPACT:
Implementation of a change in the Cost of Living Adjustment (COLA) to the pension benefit for employees
represented by AFSCME Local 512, AFSCME Local 2700, and Western Council of Engineers, who become New
Members of CCCERA on and after July 1, 2014, in the PEPRA Retirement Tier is intended to result in long term
savings for both the employees and the County.
BACKGROUND:
In the Memoranda of Understanding ratified by AFSCME Local 512, AFSCME Local 2700, and Western Council of
Engineers and approved by the Board of Supervisors on July 29, 2014 by Resolution No. 2014/256, No. 2014/257,
and No. 2014/258 respectively, the parties agreed that employees represented by AFSCME Local 512, AFSCME
Local 2700, and Western Council of Engineers who become New Members of CCCERA on or after July 1, 2014, in
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Lisa Driscoll, County Finance
Director (925) 335-1023
I hereby certify that this is a true and correct copy of an action taken and entered on the
minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: County Counsel, Employee Benefits Manager
C. 37
To:Board of Supervisors
From:David Twa, County Administrator
Date:February 9, 2016
Contra
Costa
County
Subject:Confirm Implementation of Two Perfent Cost of Living Adjustment to Retirement Benefit for Employees
Represented by Specified Bargining Units
February 9, 2016 Official Minutes 490
BACKGROUND: (CONT'D)
>
the PEPRA Retirement Tier will have up to a two percent banked COLA to their retirement benefit (Government
Code, § 31870), rather than up to a three percent banked COLA (Government Code, § 31870.1) as applicable to
certain other members of CCCERA. Employees hired on or after July 1, 2014, in classifications eligible for
membership in CCCERA, become members of CCCERA on or August 1, 2014. (Government Code, § 31552.)
Consistent with the respective Memoranda of Understanding with the above-named labor organizations, adoption
of Resolution No. 2016/65 will confirm the change to the COLA for future employees who become New
Members of CCCERA in the PEPRA Tier. (Government Code, §31483.)
CONSEQUENCE OF NEGATIVE ACTION:
Inconsistency regarding implementation methodology for negotiated two percent cost of living adjustment to
retirement benefit.
AGENDA ATTACHMENTS
Resolution No. 2016/65
MINUTES ATTACHMENTS
Res 2016/68 signed
February 9, 2016 Official Minutes 491
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:John Gioia
ABSTAIN:
RECUSE:
Resolution No. 2016/65
SUBJECT: Confirmation of Implementation of Cost of Living Adjustment to the Pension Benefit (Government Code Section
31870) for Employees Represented by AFSCME Local 512, AFSCME Local 2700, and Western Council of Engineers Hired On
or After July 1, 2014, Who Become New Members of CCCERA in the PEPRA Retirement Tier
Whereas Government Code section 31485.9 authorizes the provision of different retirement benefits to different bargaining units
for non-safety employees hired after a specified future date, when those benefits are adopted by the Board of Supervisors by
majority vote pursuant to a Memorandum of Understanding; and
Whereas Government Code section 31483 provides that whenever the Board of Supervisors has adopted a resolution or ordinance
making a particular provision of the County Employees Retirement Law of 1937 (Gov. Code, §§ 31450 et. seq.) applicable, the
Board may, through a future resolution or ordinance, terminate the applicability of the provision as to employees of the County
whose services commence after a future date specified in the latter ordinance or resolution; and
Whereas Government Code section 31870 provides for a Cost of Living Adjustment to the retirement allowance that shall not
exceed two percent (2%) per year and that is banked; and
Whereas Government Code section 31552 provides that each person entering county employment becomes a member of the
Contra Costa County Employees Retirement Association (CCCERA) on the first day of the calendar month after his/her entrance
into county service, provided that the person enters a position eligible for membership in CCCERA; and
Whereas pursuant to section 31552, persons who enter County employment in classifications eligible for membership in
CCCERA on or after July 1, 2014, become members of CCCERA on or after August 1, 2014; and
Whereas the County and AFSCME Local 512, AFSCME Local 2700, and Western Council of Engineers agreed in Memoranda
of Understanding ratified by the bargaining units and approved by the Board of Supervisors on July 29, 2014, by Resolution No.
2014/256, No. 2014/257, and No. 2014/258 respectively, that for all employees represented by AFSCME Local 512, AFSCME
Local 2700, and Western Council of Engineers who become New Members of CCCERA on or after July 1, 2014, in the PEPRA
Retirement Tier, the COLA to the employee’s retirement allowance shall not exceed two percent (2%) per year and shall be
banked.
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY RESOLVES THAT: 1. Government Code section
31870.1 (banked COLA not to exceed three percent) shall not apply to any employees represented by AFSCME Local 512,
AFSCME Local 2700, and Western Council of Engineers who are hired on or after July 1, 2014, who become New Members of
CCCERA (as defined by PEPRA) in the PEPRA Retirement Tier. Instead, Government Code section 31870 (banked COLA not
to exceed two percent) shall apply to such employees represented by AFSCME Local 512, AFSCME Local 2700, and Western
Council of Engineers who are hired on or after July 1, 2014; and 2.The effective date of this resolution is July 1, 2014.
Contact: Lisa Driscoll, County Finance Director (925)
335-1023
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on
the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
4
1
February 9, 2016 Official Minutes 492
By: Chris Heck, Deputy
cc: County Counsel, Employee Benefits Manager
February 9, 2016 Official Minutes 493
C.91
February 9, 2016 Official Minutes 494
February 9, 2016 Official Minutes 495
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a lease with 777 Arnold Drive,
LLC, effective February 9, 2016, for approximately 20,089 square feet of rentable office space for the Contra Costa
County Library Administration at 777 Arnold Drive, Suite 210, Martinez, at an initial annual rent of $325,000 for the
first two years with an annual increase thereafter, for a term of 12 years with two five-year renewal terms, under the
terms and conditions set forth in the lease. AUTHORIZE the Public Works Director, or designee, to execute any
renewal options thereafter.
FISCAL IMPACT:
100% Library Fund.
BACKGROUND:
The Library Administration is currently located at 75 Santa Barbara Road in Pleasant Hill, and currently occupies
approximately 18,000 square feet of the main building, which is 58,381 square feet. The current building has a long
list of deferred maintenance issues, such as a non-energy efficiency, asbestos insulation and flooring, non-ADA
compliant, in need of a new roof, needs an expanded and updated fire suppression and fire alarm system, has
technology capacity
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Julin Perez-Berntsen,
925-313-2010
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 38
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:Execute a lease with 777 Arnold Drive, Suite 210, Martinez - Library Administration
February 9, 2016 Official Minutes 496
BACKGROUND: (CONT'D)
issues due to the age of the facility, is not seismically retrofitted, and needs a replacement of the majority of the
building systems. Under the new lease at 777 Arnold Drive, Suite 210, the lessor is providing the Library
Administration with 44 cubicles worth over $250,000, and concessions in tenant improvements worth over
$437,500.
CONSEQUENCE OF NEGATIVE ACTION:
If this lease is not approved, the Library Administration will continue to work in a highly deferred maintenance
building, while the County will incur additional expenses in finding a new location.
ATTACHMENTS
Lease
Work Letter
February 9, 2016 Official Minutes 497
February 9, 2016 Official Minutes 498
February 9, 2016 Official Minutes 499
February 9, 2016 Official Minutes 500
February 9, 2016 Official Minutes 501
February 9, 2016 Official Minutes 502
February 9, 2016 Official Minutes 503
February 9, 2016 Official Minutes 504
February 9, 2016 Official Minutes 505
February 9, 2016 Official Minutes 506
February 9, 2016 Official Minutes 507
February 9, 2016 Official Minutes 508
February 9, 2016 Official Minutes 509
February 9, 2016 Official Minutes 510
February 9, 2016 Official Minutes 511
February 9, 2016 Official Minutes 512
February 9, 2016 Official Minutes 513
February 9, 2016 Official Minutes 514
February 9, 2016 Official Minutes 515
February 9, 2016 Official Minutes 516
February 9, 2016 Official Minutes 517
February 9, 2016 Official Minutes 518
February 9, 2016 Official Minutes 519
February 9, 2016 Official Minutes 520
February 9, 2016 Official Minutes 521
February 9, 2016 Official Minutes 522
February 9, 2016 Official Minutes 523
February 9, 2016 Official Minutes 524
February 9, 2016 Official Minutes 525
February 9, 2016 Official Minutes 526
February 9, 2016 Official Minutes 527
February 9, 2016 Official Minutes 528
February 9, 2016 Official Minutes 529
February 9, 2016 Official Minutes 530
February 9, 2016 Official Minutes 531
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to accept, on behalf of the County, Grant Award
#28-882 from Sutter Health, to pay the County in an amount not to exceed $97,275, for the County’s Concord interim
housing, transportation and services Project, for the period from December 25, 2015 through December 24, 2016.
FISCAL IMPACT:
Acceptance of this grant award will result in an amount not to exceed $97,275 for the County’s Concord interim
housing, transportation and services project through December 24, 2016. No County match required.
BACKGROUND:
The Concord Shelter in conjunction with the County’s Behavioral Health Services Division is part of a
comprehensive strategy to provide housing and services to the homeless in Contra Costa County. The Behavioral
Health Services Division Homeless Program will dedicate three beds within the Concord Shelter for Sutter Delta
patients who are homeless, identified to be too low acuity to access the Respite Shelter program, capable of self-care
and are appropriate for placement in regular shelter programs. These homeless residents are allowed stay up to 120
days.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Cynthia Belon (925) 957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: J Pigg , M Wilhelm
C. 46
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Accept Grant Award #28-882 from Sutter Health East Bay Hospitals
February 9, 2016 Official Minutes 532
BACKGROUND: (CONT'D)
Approval of Grant Award #28-882 will provide funding to support County’s Behavior Health Services Division
Concord interim housing, transportation and services project for homeless patients, through December 24, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
If this award is not approved, the County will not receive funding to support homeless residents being discharged
from Sutter Delta Hospital in Antioch.
CHILDREN'S IMPACT STATEMENT:
Not Applicable
February 9, 2016 Official Minutes 533
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, on behalf of the Homeless Continuum of
Care, to submit a Consolidated Application for the 2015 McKinney-Vento Continuum of Care Funding, along with
necessary certifications and assurances to the Department of Housing and Urban Development (HUD) in an
amount not to exceed $12,568,529 to provide supportive housing and services to homeless individuals and families
in Contra Costa County for fiscal year 2015/2016.
FISCAL IMPACT:
No County match required.
BACKGROUND:
Since 1996, the County, as the designated Continuum of Care Coordinator, has submitted an annual Consolidated
Application for Continuum of Care funds. Currently, the County Homeless Program, Contra Costa Council on
Homelessness, and the community are preparing the Consolidated Application for the 2015 Notice of Funds
Availability (NOFA).
In 2013, Contra Costa County received just over $10 million in
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Cynthia Belon, 957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: J Pigg , M Wilhelm
C. 45
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Application for 2015 Consolidated Application for McKinney-Vento Continuum of Care Funding
February 9, 2016 Official Minutes 534
BACKGROUND: (CONT'D)
McKinney-Vento Homeless Assistance funds. The annual Consolidated Application, in response to the HUD NOFA
for Continuum of Care Funding, is a primarily source of funding to Contra Costa County agencies for providing
housing and services for the homeless. Historically, Contra Costa County has received our established “pro rata” need
– all of which goes to supportive housing and services to homeless individuals and their families in Contra Costa
County.
The Council on Homelessness has established a process for the 2015 NOFA that is aligned with HUD priorities and
provides for the continual strengthening of the County’s Consolidated Application. HUD is insistent that the
application demonstrates clear evidence of community oversight through the planning body of homeless services.
The CCICH has approved the community process and timeline for the development of the County’s Consolidated
Application this year.
The County Homeless Program is working with the Contra Costa Council on Homelessness and community agencies
to strengthen this year’s application and maximize the amount of HUD funding that comes to Contra Costa agencies.
CONSEQUENCE OF NEGATIVE ACTION:
If this application is not approved, County will not receive McKinney-Vento Homeless Assistance funds to support
housing and services for homeless individuals.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 535
RECOMMENDATION(S):
ADOPT Resolution No. 2016/69 to Authorize and Direct the Conservation and Development Director, or designee,
to:
SUBMIT to the California Department of Housing and Community Development (HCD), the Housing Related
Parks (HRP) Program Application Package for the 2015 Designated Program Year in an amount not to exceed
$158,400; and
1.
EXECUTE a Standard Agreement with HCD in an amount not to exceed $158,400, and any and all other
documents required or deemed necessary or appropriate to secure the HRP Program Grant from HCD.
2.
FISCAL IMPACT:
No impact to the County General Fund. All project costs will be funded by revenue from grant funds from California
Department of Housing and Community Development's Housing Related Parks Program.
BACKGROUND:
In October 2015, California Department of Housing and Community Development (HCD) released a notification of
funding availability (NOFA) for $35 million in grant funding under its Housing-Related Parks (HRP) Program.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Kristine Solseng (925) 674-7809
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 39
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:February 9, 2016
Contra
Costa
County
Subject:Authorization to apply for California Department of Housing and Community Developments' Housing Related Parks
Program grant funds
February 9, 2016 Official Minutes 536
BACKGROUND: (CONT'D)
>
The HRP program is funded through the passage of Proposition 1C (the Housing and Emergency Shelter Trust
Fund Act of 2006) which creates an incentive for local governments to build affordable housing by providing the
reward of grant funds to meet the need for park facilities in their communities. The grant funds are available on a
noncompetitive basis with the award determined by a formula consisting of the number of bedrooms constructed
and affordable units available plus bonus funds awarded based on location of the housing units, location of
proposed project, and implementation of the jurisdictions Housing Element. Eligible units must be in
unincorporated Contra Costa County and have building permits issued between 2010 and 2015.
Based on the formula provided by HCD the County is eligible for an estimated $158,400, based on the
development of the following affordable housing projects.
Eligible HRP Program Affordable Housing Development
Project Community Units Bedrooms
El Rincon Bay Point 9 27
Scattered Sites Bay Point 2 6
Muir Ridge Pacheco 12 39
Proposed Parks
The proposed projects are located in the communities where the housing is located and include trail
improvements along the Bay Point Regional Trail Shoreline ($76,650) and improvements to the Las Juntas
Elementary School district play field in Pacheco ($83,850). Projects were identified using information gathered by
staff in developing the expenditure plan for Measure WW local park funds.
If awarded, the Department of Conservation and Development will enter into agreements with East Bay Regional
Park District (EBRPD) and Martinez Unified School District (MUSD) to implement the grant funding.
CONSEQUENCE OF NEGATIVE ACTION:
Without Board approval, the Conservation and Development Director, or designee, will not enter into a Standard
Agreement with HSD and would not be eligible to receive the HRPP grant funds.
CHILDREN'S IMPACT STATEMENT:
The proposed project will support the following community outcomes established in the Children's Report Card:
1) Children and youth are healthy and prepaparing for a productive adulthood; 2) Families are safe, stable, and
nurturing; 3) Communities are safe and provide a high quality of life for children and families.
AGENDA ATTACHMENTS
Resolution No. 2016/69
Standard Agreement Template
MINUTES ATTACHMENTS
Res 2016/69 signed
February 9, 2016 Official Minutes 537
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:John Gioia
ABSTAIN:
RECUSE:
Resolution No. 2016/69
RESOLUTION OF THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY AUTHORIZING APPLICATION
FOR HOUSING RELATED PARKS GRANT
WHEREAS the State of California, Department of Housing and Community Development (Department) has issued a Notice of
Funding Availability dated October 26, 2015 (NOFA), under its Housing-Related Parks (HRP) Program, and
WHEREAS, the Contra Costa County Department of Conservation and Development (the Applicant) desires to apply for a HRP
Program grant and submit the 2015 Designated Program Year Application Package released by the Department for the HRP
Program, and
WHEREAS the Department is authorized to approve funding allocations for the HRP Program, subject to the terms and
conditions of the NOFA, Program Guidelines, Application Package, and Standard Agreement.
NOW, THEREFORE, BE IT RESOLVED THAT, the Applicant is hereby authorized and directed to apply for and submit to the
Department the HRP Program Application Package released November 2015 for the 2015 Designated Program Year in an
amount not to exceed $158,400. If the application is approved, the Applicant is hereby authorized and directed to enter into,
execute, and deliver a State of California Standard Agreement (Standard Agreement) in an amount not to exceed $158,400, and
any and all other documents required or deemed necessary or appropriate to secure the HRP Program Grant from the Department,
and all amendments thereto (collectively, the “HRP Grant Documents”), and
BE IT FURTHER RESOLVED THAT the Applicant shall be subject to the terms and conditions as specified in the Standard
Agreement. Funds are to be used for allowable capital asset project expenditures to be identified in Exhibit A of the Standard
Agreement. The application in full is incorporated as part of the Standard Agreement. Any and all activities funded, information
provided, and timelines represented in the application are enforceable through the Standard Agreement. Applicant hereby agrees
to use the funds for eligible capital asset(s) in the manner presented in the application as approved by the Department and in
accordance with the NOFA and Program Guidelines and Application Package, and
BE IT FURTHER RESOLVED THAT the Conservation and Development Director is authorized to execute in the name of
Applicant the HRP Program Application Package and the HRP Grant Documents as required by the Department for participation
in the HRP Program.
Contact: Kristine Solseng (925) 674-7809
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
4
1
February 9, 2016 Official Minutes 538
February 9, 2016 Official Minutes 539
February 9, 2016 Official Minutes 540
February 9, 2016 Official Minutes 541
February 9, 2016 Official Minutes 542
February 9, 2016 Official Minutes 543
February 9, 2016 Official Minutes 544
February 9, 2016Official Minutes545
RECOMMENDATION(S):
ADOPT Resolution No. 2016/58 to approve and authorize the Employment and Human Services Director, or
designee, to execute a contract with the California Department of Aging to pay County an amount not to exceed
$26,156 for Medicare Improvements for Patients and Providers Act services for the period September 30, 2015
through September 29, 2017.
FISCAL IMPACT:
County to receive an amount not to exceed $26,156 from California Department of Aging, Medicare Improvements
for Patients and Providers Act funding, Agreement MI-1517-07. 100% Federal. No County match.
BACKGROUND:
California Department of Aging, Medicare Improvements for Patients and Providers Act (MIPPA) funding will
provide outreach and enrollment assistance to individuals who may be eligible for Medicare Part D, low income
subsidies, and the Medicare Savings Program. These services will be performed by the Contra Costa County Health
Insurance Counseling and Advocacy Program (HICAP).
CONSEQUENCE OF NEGATIVE ACTION:
Without funding, County could not provide Medicare Improvements for Patients and Providers Act services.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Elaine Burres, 313-1717
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 40
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:California Department of Aging, Medicare Improvements for Patients and Providers Act (MIPPA) Funding
February 9, 2016 Official Minutes 546
CHILDREN'S IMPACT STATEMENT:
Not applicable.
AGENDA ATTACHMENTS
Resolution No. 2016/58
MINUTES ATTACHMENTS
Res 2016/58 signed
February 9, 2016 Official Minutes 547
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:John Gioia
ABSTAIN:
RECUSE:
Resolution No. 2016/58
In The Matter Of: Medicare Improvements for Patients and Providers Act (MIPPA) Funding , Agreement MI-1517-07.
WHEREAS, the Contra Costa County Employment and Human Services Department provides Medicare Improvements to
Patients and Providers Act (MIPPA) services to county residents, delivered by the Health Insurance Counseling and Advocacy
Program (HICAP) and,
WHEREAS, the California Department of Aging has made funding in the amount of $26,156 available to County for the MIPPA
services for the period of September 30, 2015 through September 30, 2017.
Now, Therefore, Be It Resolved: The Contra Costa County Board of Supervisors approve and authorize the Employment and
Human Services Department Director, or designee, to execute a contract with California Department of Aging for Medicare
Improvements for Patients and Providers Act services in an amount not to exceed $26,156 for the period September 30, 2015
through September 29, 2017.
Contact: Elaine Burres, 313-1717
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
4
1
February 9, 2016 Official Minutes 548
February 9, 2016Official Minutes549
RECOMMENDATION(S):
Approve and authorize the Health Services Director or his designee, to execute, on behalf of the County, Grant
Agreement #28-869-1 with the California Department of Public Health, Office of Health Equity, a government
agency, to pay the County an amount not to exceed $9,990, for the Public Health CalBRACE Climate Change
Project, for the period from July 1, 2015 through May 31, 2016.
FISCAL IMPACT:
Approval of this Grant Agreement will result in an amount not to exceed $9,990 from the California Department of
Public Health, Office of Health Equity for the CalBRACE Climate Change Project. No County funds required.
BACKGROUND:
The CalBRACE funding will support the work of the Public Health Climate Change Working Committee by
focusing on identifying vulnerabilities to climate change in the County, and providing program linkages to leverage
existing programs to improve climate change resilience for County residents. The goal of this Project will be to
conduct and complete a heat vulnerability study related to health risk and disseminate findings.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Daniel Peddycord, 313-6712
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Jacqueline Pigg, Marcy Wilhelm
C. 44
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Grant Agreement #28-869-1 with the California Department of Public Health, Office of Health Equity
February 9, 2016 Official Minutes 550
BACKGROUND: (CONT'D)
Approval of Grant Agreement #28-869-1 will support the Public Health CalBRACE Climate Change Project through
May 31, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
If this Agreement is not approved, the County’s Public Health Division will not receive funding to support the
CalBRACE Climate Change Project.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 551
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Defender, or designee, to apply for and accept a grant in the amount of
$40,000 from the National Juvenile Defender Center for the Juvenile Post Disposition Reentry Legal Fellowship
program.
FISCAL IMPACT:
This grant will provide $40,000 salary reimbursement for an initial eight (8) month pilot fellowship program, with the
potential for renewal for an additional year. A local direct match of $15,617 is required to cover benefits, and
additional in-kind expenditures of $15,125 are anticipated for staff support, office space, supplies, etc, as follows:
FY 2015-16 General Fund benefits cost = $9,760
FY 2016-17 General Fund benefits cost = $5,857
In-Kind Contribution = $15,125
NJDC Grant Revenue = $40,000
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Richard Loomis, (925)335-8093
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 41
To:Board of Supervisors
From:Robin Lipetzky, Public Defender
Date:February 9, 2016
Contra
Costa
County
Subject:Grant Award from the National Juvenile Defender Center
February 9, 2016 Official Minutes 552
FISCAL IMPACT: (CONT'D)
Legal Fellowship Program Total Cost = $70,742
BACKGROUND:
The Juvenile Unit of the Public Defender's Office values zealous, client-centered advocacy. Our Deputy Public
Defenders aim to achieve diversion and acquittals on the front-end; and on the back-end, to decrease the number of
detained youth, to increase successful completions of probation, and to connect youth with community services so
that they can succeed after court supervision. The Juvenile Unit has taken various steps to leverage resources to
provide post-disposition representation to juvenile clients. Recently, we obtained funding for a youth advocate for
two of the seven attorneys (the Community Lawyering Youth Project). We also obtained another youth advocate and
a half-time attorney through Byrne JAG funds as part of the creation of a county-wide Youth Justice Initiative.
Through collaboration with the community and Probation Department we are seeking improvement in reentry
outcomes of youth returning from high-level incarceration placements.
The anticipated caseload of the attorney funded by the National Juvenile Defense Center (NJDC) fellowship is
80-100 clients for the initial eight (8) month period, comprised of: referral from existing post-disposition attorneys,
AB12 Clients (youth in group home placements) and sealing/expungement cases (eliminating employment barriers
for juvenile offenders).
The NJDC seeks host organizations to pilot the Juvenile Post-Disposition Reentry Legal Fellowships, as an initiative
to support the success of justice-involved youth returning to their communities by removing legal barriers to
education, employment and housing. Under this program, the NJDC provides the Legal Fellow salary, training and
travel expenses, and the host organizations provide fringe benefits, malpractice insurance, appropriate workspace and
supplies.
CONSEQUENCE OF NEGATIVE ACTION:
The Office of the Public Defender would not be able to effectively address the legal representation needs of its
Juvenile clients.
CHILDREN'S IMPACT STATEMENT:
The Fellowship funded by this grant is designed to provide legal services to address barriers in employment and
education that youthful offenders face in community reintegration following a juvenile delinquency placement or
commitment. Legal services may include record expungement, deregistration, securing a driver's license, litigating
housing or employment denials and educational advocacy. The ultimate measure of success of this pilot program is
an increase in employment and education participation of post-disposition juvenile offenders.
February 9, 2016 Official Minutes 553
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Defender, or designee, to apply for and accept grants in the total amount of
$73,503 from the San Francisco Foundation and the California Endowment for the Proposition 47 Outreach program.
FISCAL IMPACT:
These grants will fund the salary and statutory benefit charges for three (3) temporary clerks, for a six-month period
beginning February 2016. There is no requirement for matching funds by the County, and these grants will not
increase Net County Cost. Anticipated grant revenues to be received and expended are, as follows:
FY 2015-16 = $50,000
FY 2016-17 = $23,503
BACKGROUND:
Reflecting a growing
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Richard Loomis, (925) 335-8093
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 42
To:Board of Supervisors
From:Robin Lipetzky, Public Defender
Date:February 9, 2016
Contra
Costa
County
Subject:Grant Award(s) from the California Endowment and the San Francisco Foundation supporting Proposition 47
Defense Outreach
February 9, 2016 Official Minutes 554
BACKGROUND: (CONT'D)
movement for justice reform, California voters overwhelming passed Proposition 47, which reclassifies some
"non-serious and nonviolent" property and drug crimes from felonies to misdemeanors. The provisions of this new
law terminate in November 2017, which provide Defense Counsel with a limited period of time to identify, locate,
and provide legal services to eligible defendants.
By prioritizing an aggressive community outreach strategy in partnership with local community-based organizations
and other government departments, the Public Defender's Office has become a statewide leader in Proposition 47
work. The department's efforts have resulted in the swift release of eligible persons from incarcerations, reductions
for all known eligible felony probationers (more than 1,000 defendants) and the filing of resentencing and
reclassification petitions in approximately 2,000 cases.
There are reclassification provisions in Proposition 47 allowing for the reduction of prior felony convictions
retroactively. According to data received from the County's Department of Information Technology, between 10,000
to 15,000 convictions are potentially eligible for reclassification. Despite our Department's commitment to this work,
given the limitations of our existing staffing, at the current rate of outreach, application and filing, we expect to
identify, solicit and process only 40% of the estimated 10,000 (or more) eligible cases in Contra Costa County, prior
to the November 2017 statutory deadline.
Solicitation of supplemental funding from non-profit foundations has resulted in the award of $73,503 to augment the
public funding commitment to this important work.
Through the Proposition 47 Outreach Program, three (3) temporary clerical positions will work under the supervision
of a Deputy Public Defender to accelerate the Proposition 47 activities already underway. The job duties include:
client intake, review of closed cases, drafting and filing of petitions, preparing files for hearings, client
communications and notification and conducting outreach events throughout the County. The program is to be funded
by the San Francisco Foundation and the California Endowment.
CONSEQUENCE OF NEGATIVE ACTION:
The Office of the Public Defender will experience difficulty in fully implementing the mandates of Proposition 47 for
the residents of Contra Costa County.
CHILDREN'S IMPACT STATEMENT:
None.
February 9, 2016 Official Minutes 555
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Standard
(Amendment) Agreement #15-10475 A01 (County #29-395-30) with the California Department of Public Health,
Office of AIDS, effective July 1, 2015, to amend Agreement #29-395-29, to increase the amount payable to County
by $37,702 from $37,702 to a new total payment limit of $75,404 with no change in the original term of July 1, 2015
through June 30, 2017.
FISCAL IMPACT:
Approval of this amendment agreement will result in an increase of $37,702 to a new total of $75,404 from the
California Department of Public Health, for the AIDS Drug Assistance Program (ADAP), through June 30, 2017.
The allocation will be used to cover the cost of certain drugs, plus dispensing fees, for eligible low income persons
with AIDS and/or AIDS related complexes. These funds may not be used to cover patient monitoring, laborato-ry
testing, or other medical services for persons receiving any of the drugs. The County may make provisions for
co-payment by patients, commensurate with the patient's ability to pay.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Daniel Peddycord 313-6712
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: J Pigg, M Wilhelm
C. 43
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Standard (Amendment) Agreement #29-395-30 with the California Department of Public Health, Office of AIDS
February 9, 2016 Official Minutes 556
BACKGROUND:
On September 15, 2015, the Board of Supervisors approved Standard Agreement #29-395-29 with the California
Department of Public Health, Office of AIDS, to cover the cost of certain drugs which have been included in the
AIDS Drug Program by the State and determined by the U.S. Food and Drug Administra-tion to prolong the life of a
person with AIDS, for eligible low income persons who are infected with HIV and/or persons with AIDS and related
complexes who meet certain criteria, for the period from July 1, 2015 through June 30, 2017. This Contract included
mutual indemnification.
Approval of Standard (Amendment) Agreement #29-395-30 will allow additional funding due to an increase of
Legislative appropriations to the ADAP Program, for the County's AIDS Drug Program, to cover cost associated with
administration of ADAP enrollment screening and recertification process, through June 30, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, the County AIDS Drug Program will not be able to provide administration of ADAP
enrollment screening and recertification process.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 557
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Sheriff-Coroner, or designee, to apply for and accept a grant from the California
Department of Boating and Waterways in an initial amount of $738,249 for marine patrol and boating regulations
enforcement beginning July 1, 2016 through the end of the available grant funding.
FISCAL IMPACT:
Initial Revenue of $738,249, 100% State funds. The Office of the Sheriff receives annual funding from the
Department of Boating and Waterways that is incorporated in the baseline budget.
BACKGROUND:
The State of California Department of Boating and Waterways (DBW) provide funding to maintain the service level
of the Office of the Sheriff's Marine Patrol Unit on the Delta Waterways. Marine patrol operations cost roughly $2.4
million per year of which DBW has awarded $638,249 for each of the past six years. Beginning July 1, 2016, DBW
will fund an additional $100,000 for a total initial amount of $738,249. DBW funding provides the ability for more
vigilant enforcement of boating regulations.
CONSEQUENCE OF NEGATIVE ACTION:
Failure to secure State funding will result in a further reduction in Marine Patrol Services.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Mary Jane Robb, (925)
335-1557
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 47
To:Board of Supervisors
From:David O. Livingston, Sheriff-Coroner
Date:February 9, 2016
Contra
Costa
County
Subject:State of California Department of Boating and Waterways Finanical Assistance Program Grant
February 9, 2016 Official Minutes 558
CHILDREN'S IMPACT STATEMENT:
No impact.
February 9, 2016 Official Minutes 559
RECOMMENDATION(S):
Acknowledge receipt of notice from Contra Costa Cardiology Medical Group, a corporation, requesting termination
of Contract #27-590-6, for the provision of cardiology services for Contra Costa Health Plan members, effective at
close of business on December 7, 2015.
FISCAL IMPACT:
This Contract was funded 100% Contra Costa Health Plan Enterprise Fund II.
BACKGROUND:
On October 7, 2014, the Board of Supervisors approved Contract #27-590-6 with Contra Costa Cardiology Medical
Group, A Medical Corporation for the provision of professional Cardiology services, for the period from November
1, 2014 through October 31, 2016. The purpose of this Board Order is to advise the Board of Supervisors that the
Department and the Contractor have agreed to terminate Contract #27-590-6 effective at the close of business on
December 7, 2015.
CONSEQUENCE OF NEGATIVE ACTION:
The department will not have Board approval to terminate a contract that can no longer be utilized.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Patricia Tanquary 313 -6004
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: A Floyd , M Wilhelm
C. 60
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Acknowledge Termination of Contract #27-590-7 with Contra Costa Cardiology Medical Group
February 9, 2016 Official Minutes 560
CHILDREN'S IMPACT STATEMENT:
Not applicable
February 9, 2016 Official Minutes 561
RECOMMENDATION(S):
APPROVE the allocation of $1,010,000 of Housing Opportunities for Persons with HIV/AIDS (HOPWA) funds from
Fiscal Years 2015/16, 2016/17, and 2017/18 to Resources for Community Development for the Riviera Family
Apartments project in the City of Walnut Creek.
FISCAL IMPACT:
No General Fund impact. 100% federal funds. HOPWA funds are provided to the County on a formula basis through
the City of Oakland. Catalog of Federal Assistance No.: Housing Opportunities for Persons with HIV/AIDS
(HOPWA) Program - 14.241.
BACKGROUND:
The National Affordable Housing Act (Public Law 101-625, approved November 28, 1990) authorizes the Housing
Opportunities for Persons with HIV/AIDS (HOPWA) program to provide states and localities with resources to devise
long-term comprehensive strategies for meeting the housing needs of persons with HIV/AIDS and related diseases.
The City of Oakland (City) is the HOPWA grant recipient for Alameda and Contra Costa Counties. The City
allocates HOPWA funds between the counties based on the number of HIV/AIDS cases. These funds may be used for
site acquisition, rehabilitation and new construction of affordable housing, supportive services, housing information
services, rent and utility subsidies, and certain other housing related activities for low-income persons living with
HIV/AIDS in both incorporated and unincorporated areas of the County.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Kristin Sherk, (925) 674-7887
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 50
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:February 9, 2016
Contra
Costa
County
Subject:Allocation of Fiscal Year 2015/16, 2016/17, and 2017/18 Housing Opportunities for Persons with HIV/AIDS
(HOPWA)
February 9, 2016 Official Minutes 562
BACKGROUND: (CONT'D)
>
The Contra Costa Consortium (County staff and staff from the Cities of Antioch, Concord, Pittsburg, Richmond, and
Walnut Creek) makes funding recommendations regarding HOPWA to the Board of Supervisors. The Consortium
met on December 10, 2015, to consider staff recommendations for the Riviera Family Apartments project. The
Consortium recommends that the Board of Supervisors allocate $1,010,000 in HOPWA funds to Resources for
Community Development (RCD) to assist in the the new construction of Riviera Family Apartments. This allocation
will leave approximately $250,000 in FY 2016/17 funds available for the Health Services Department HIV/AIDs
program and DCD administration. There are no known developments in the HOPWA pipeline. This allocation of
funds will assist the County in meeting the expenditure goals set by the City of Oakland.
RCD is proposing to develop Riviera Family Apartments, which involves the new construction of 58 units including
8 studio, 24 one-bedroom, 8 two-bedroom, and 17 three-bedroom units distributed over two non-contiguous sites
located at 1511-1515 and 1716-1738 Riviera Avenue in Walnut Creek. All of the rents will be affordable to
households with incomes at or below 60 percent area median income (AMI), including rents at 30 percent, 40
percent, 50 percent, and 60 percent AMI. A total of 28 units will be designated as County-assisted, including 8
HOPWA units and 16 HOME units. Of the 8 HOPWA units, 4 will be studios, 3 will be one-bedroom, and one will
be a two-bedroom unit. In accordance with HOPWA regulations, RCD will contract with the County Health Services
Department HIV/AIDS Program to be the lead service agency and provider of services to residents at Riviera Family
Apartments.
The recommended HOPWA allocation includes $258,064 from FY 2015/16, $251,936 from FY 2016/17, $250,000
from FY 2017/18, and $250,000 from a loan payment. The FY 2017/18 HOPWA funds are contingent on the County
executing an agreement for HOPWA funds with the City of Oakland. As proposed, $500,000 in HOPWA funds will
be expended at construction close, scheduled for summer 2016. The remaining $500,000 will be expended at
permanent close, scheduled for late 2017. The remaining $10,000 of HOPWA funds is for project specific delivery
costs, including legal document preparation, environmental review, Davis Bacon monitoring, and related activities.
Additional sources of financing includes the following:
The Walnut Creek City Council has endorsed and supported the project with $6 million in funding by providing
funds for the acquisition of the two sites as well as predevelopment money.
Legal documents for the project will include a loan agreement, a promissory note, a deed of trust and security
agreement, a regulatory agreement, an intercreditor agreement, and a subordination agreement. Other documents that
may be required include an assignment and assumption agreement and one or more estoppel agreements. These
documents will be submitted for the Board of Supervisors approval at a later date.
City of Walnut Creek $6,000,000
Infill Infrastructure Program $2,800,240
Affordable Housing Program (AHP)$570,000
Affordable Housing Sustainable Communities Loan $2,614,450
Affordable Housing Sustainable Communities Grant $2,342,160
Low Income Housing Tax Credits $14,434,013
General Partner Contributions $1,300,000
Conventional Loan A - Rent Revenue $1,068,400
Conventional Loan B - Section 8 $1,768,708
Deferred Developer Fee $200,000
HOME Investment Partnership Act (HOME)$1,000,000
February 9, 2016 Official Minutes 563
CONSEQUENCE OF NEGATIVE ACTION:
If the Board does not approve this allocation of HOPWA funds, Riviera Family Apartments may not be viable at this
time.
CHILDREN'S IMPACT STATEMENT:
The new construction of affordable housing is consistent with outcome #3 of the Children's Report Card: Families
are Economically Self Sufficient.
February 9, 2016 Official Minutes 564
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Risk Manager to execute a contract amendment with Essential Staffing, Inc. to
allow for Liability, Loss Control, Training and Americans with Disabilities Act (ADA) staffing during the term of
July 1, 2015 through June 30, 2016.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
Risk Management entered into contract with Essential Staffing, Inc. to provide expert temporary staff specializing in
workers' compensation claims services.
Risk Management also operates units which handle liability, loss control, employee training and ADA matters.
Essential Staffing provides expert temporary staff to fill in as needed to continue with the work flow in all units of the
Risk Management Division of the County Administrator's Office.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Sharon Hymes-Offord
925-335-1442
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Robert Campbell, County Auditor-Controller
C. 53
To:Board of Supervisors
From:Sharon Offord Hymes, Risk Manager
Date:February 9, 2016
Contra
Costa
County
Subject:Amend Contract with Essential Staffing, Inc.
February 9, 2016 Official Minutes 565
BACKGROUND: (CONT'D)
>
In addition to workers' compensation, temporary staff will assist Risk Management in the other units as well as
off-site training as needed. No increase in the total payment limit of the contract is required as this doesn't allow for
additional temporary staff, only for additional duties of current temporary staff.
CONSEQUENCE OF NEGATIVE ACTION:
Risk Management will not be fully staffed to cover the necessary work loads in all of the units.
February 9, 2016 Official Minutes 566
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute a contract
amendment with Lao Family Community Development, Inc., decreasing the payment limit by $450,000 to a new
payment limit of $555,000 for job skills and placement services for limited English speaking and non-English
speaking California Work Opportunity and Responsibility to Kids (CalWORKs) participants for the period of July 1,
2015 through June 30, 2016.
FISCAL IMPACT:
$555,000: 15% State. 85% Federal: California Work Opportunity and Responsibility to Kids (CalWORKs), single
allocation
BACKGROUND:
This decrease in the payment limit is due to the decreased costs documented in the revised budget submitted. Lao
Family Community Development Inc provides pre- and post-employment services and translation and interpretation
services in Vietnamese and various Laotian dialects to limited English proficient refugees that are CalWORKs
participants residing in West Contra Costa County. Services include assisted job search, job placement, employment
dispute resolution for job retention, and other job related information. (19-989-3)
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Gina Chenoweth 3-1648
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 48
To:Board of Supervisors
From:Kathy Gallagher, Employment & Human Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Amend Contract with Lao Family Community Development Inc
February 9, 2016 Official Minutes 567
CONSEQUENCE OF NEGATIVE ACTION:
Funds from the California Work Opportunity and Responsibility to Kids (CalWORKs) will not be available for other
uses.
CHILDREN'S IMPACT STATEMENT:
This contract directly supports three of the five community outcomes established in the Children's Report Card: 3)
"Families that are Economically Self-Sufficient"; 4) "Families that are Safe Stable and Nurturing"; and 5()
"Communities that are Safe and Provide a High Quality of Life for Children and Families".
February 9, 2016 Official Minutes 568
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
Amendment Agreement #74-174-22 with Bi-Bett, a non-profit corporation, effective January 1, 2016, to amend
Novation Contract #74-174-21, to increase the payment limit by $263,259, from $2,461,188 to a new payment limit
of $2,724,447, with no change in the original term of July 1, 2015 through June 30, 2016.
FISCAL IMPACT:
This amendment is funded 75% Substance Abuse Treatment and Prevention Block Grant; 7% California Work
Opportunities and Responsibilities to Kids, 13% Assembly Bill 109 and 5% Behavioral Health Reentry Court. (No
rate increase)
BACKGROUND:
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Cynthia Belon, 957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: D Morgan, M Wilhelm
C. 78
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Amendment #74-174-22 with Bi-Bett
February 9, 2016 Official Minutes 569
BACKGROUND: (CONT'D)
This Contract meets the social needs of County’s population by providing specialized substance abuse treatment
services so that men and women, including women with children, are provided an opportunity to achieve and
maintain sobriety and to experience the associated benefits of self-sufficiency, family reunification, cessation of
criminal activity and productive engagement in the community.
On July 21, 2015, the Board of Supervisors approved Novation Contract #74-174-21 with Bi-Bett for the provision
of substance abuse prevention, treatment, and testing services, for the period from July 1, 2015 through June 30,
2016.
Approval of Contract Amendment Agreement #74-174-22 will allow the Division to provide additional substance
abuse treatment services and enhancements to Contractor’s AB 109, Reentry Court and SAMHWorks programs
through June 30, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
If this amendment is not approved, persons referred through the justice system will not receive the drug and
substance abuse treatment services needed to maintain sobriety.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 570
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute, on behalf of the Public Works Director,
a purchase order with Coast Counties Truck and Equipment, in an amount not to exceed $710,000 for the purchase of
one 2016 Peterbilt 365 Model 3 Axle Dump Truck and two 2016 Peterbilt 365 Model Transfer Truck and Trailers for
use by Flood Control and Water Conservation District, Countywide.
FISCAL IMPACT:
27% Flood Control Funds and 73% Local Road Funds.
BACKGROUND:
The purchase order is necessary to fund replacement of 22, 17 and 14 year old trucks that are in poor operating
condition.
CONSEQUENCE OF NEGATIVE ACTION:
If this board order is not approved, Flood Control and Water Conservation District will be unable to replace the
necessary vehicles.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Daniel Lesnick, (925) 313-2376
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 55
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVE a Purchase Order with Coast Counties Truck and Equipment
February 9, 2016 Official Minutes 571
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute, on behalf of the Public Works Director,
a purchase order with Downtown Ford, in an amount not to exceed $130,000 for the purchase of a new Ford F550
Super Cab Diesel Cone Truck for use by Public Works Road Maintenance, Countywide.
FISCAL IMPACT:
100% Public Works Local Road Funds
BACKGROUND:
This purchase order is necessary to fund replacement of a 13 year old truck that is in poor operating condition.
CONSEQUENCE OF NEGATIVE ACTION:
If this board order is not approved, Public Works Local Road Funds will be unable to replace the old vehicle.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Daniel Lesnick, (925) 313-2376
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 54
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVE a Purchase Order with Downtown Ford
February 9, 2016 Official Minutes 572
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Works Director, or designee, to execute Contract Amendment No. 1 to the
Consulting Services Agreement with Anchor Engineering, Inc., effective February 9, 2016, to increase the payment
limit by $250,000 to a new payment limit of $500,000, to continue providing “on-call” project management services,
Countywide.
FISCAL IMPACT:
100% Federal, State, Local, and/or General Funds.
BACKGROUND:
The Public Works Department is involved in various projects in the County, which require project management
services for capital improvement projects. After a solicitation process, this Consultant was selected as one of four
firms to provide project management services on an “on-call” basis to augment Public Works staff. The Board of
Supervisors approved the Agreement with the Consultant on July 7, 2015.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Jason Chen, Special Districts, (925)
313-3299
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 80
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVE and AUTHORIZE a contract amendment with Anchor Engineering, Inc.
February 9, 2016 Official Minutes 573
BACKGROUND: (CONT'D)
This amendment to the Agreement is recommended because the County’s need for “on-call” project management
consulting services is greater than initially anticipated. Increasing the payment limit will allow the Consultant to
complete more projects.
CONSEQUENCE OF NEGATIVE ACTION:
Without Board approval, the Consultant will not be able to provide additional “on-call” project management services
to complete necessary capital projects, which may jeopardize funding and delay design and construction of various
capital projects.
CHILDREN'S IMPACT STATEMENT:
February 9, 2016 Official Minutes 574
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Works Director, or designee, to execute Contract Amendment No. 1 to the
Consulting Services Agreement with Kitchell/CEM, Inc., effective February 9, 2016, to increase the payment limit by
$250,000 to a new payment limit of $500,000, to continue providing “on-call” project management services,
Countywide.
FISCAL IMPACT:
100% Federal, State, Local, and/or General Funds.
BACKGROUND:
The Public Works Department is involved in various projects in the County, which require project management
services for capital improvement projects. After a solicitation process, this Consultant was selected as one of four
firms to provide project management services on an "on-call" basis to augment Public Works staff. The Board of
Supervisors approved the Agreement with the Consultant on July 7, 2015.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Jason Chen, Special Districts, (925)
313-3299
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 81
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVE and AUTHORIZE a contract amendment with Kitchell/CEM, Inc.
February 9, 2016 Official Minutes 575
BACKGROUND: (CONT'D)
This amendment to the Agreement is recommended because the County’s need for "on-call" project management
consulting services is greater than initially anticipated. Increasing the payment limit will allow the Consultant to
complete more projects.
CONSEQUENCE OF NEGATIVE ACTION:
Without Board approval, the Consultant will not be able to provide additional "on-call" project management services
to complete necessary capital projects, which may jeopardize funding and delay design and construction of various
capital projects.
CHILDREN'S IMPACT STATEMENT:
February 9, 2016 Official Minutes 576
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Works Director, or designee, to execute Contract Amendment No. 1 to the
Consulting Services Agreement with Park Engineering, Inc., effective February 9, 2016, to increase the payment limit
by $250,000 to a new payment limit of $500,000, to continue providing “on-call” project management services,
Countywide.
FISCAL IMPACT:
100% Federal, State, Local, and/or General Funds.
BACKGROUND:
The Public Works Department is involved in various projects in the County, which require project management
services for capital improvement projects. After a solicitation process, this Consultant was selected as one of four
firms to provide project management services on an “on-call” basis to augment Public Works staff. The Board of
Supervisors approved the Agreement with the Consultant on July 7, 2015.
This amendment to the Agreement is recommended because the County’s need for “on-call” project management
consulting services is greater than initially anticipated.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Jason Chen, Special Districts, (925)
313-3299
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 56
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVE and AUTHORIZE a contract amendment with Park Engineering, Inc.
February 9, 2016 Official Minutes 577
BACKGROUND: (CONT'D)
Increasing the payment limit will allow the Consultant to complete more projects.
CONSEQUENCE OF NEGATIVE ACTION:
Without Board approval, the Consultant will not be able to provide additional “on-call” project management services
to complete necessary capital projects, which may jeopardize funding and delay design and construction of various
capital projects.
CHILDREN'S IMPACT STATEMENT:
February 9, 2016 Official Minutes 578
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Works Director, or designee, to execute Contract Amendment No. 1 to the
Consulting Services Agreement with Swinerton Builders, effective February 9, 2016, to increase the payment limit
by $250,000 to a new payment limit of $500,000, to continue providing “on-call” project management services,
Countywide.
FISCAL IMPACT:
100% Federal, State, Local, and/or General Funds.
BACKGROUND:
The Public Works Department is involved in various projects in the County, which require project management
services for capital improvement projects. After a solicitation process, this Consultant was selected as one of four
firms to provide project management services on an “on-call” basis to augment Public Works staff. The Board of
Supervisors approved the Agreement with the Consultant on July 7, 2015.
This amendment to the Agreement is recommended because the County’s need for “on-call” project management
consulting services is greater than initially anticipated.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Jason Chen, Special Districts, (925)
313-3299
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 57
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVE and AUTHORIZE a contract amendment with Swinerton Builders.
February 9, 2016 Official Minutes 579
BACKGROUND: (CONT'D)
Increasing the payment limit will allow the Consultant to complete more projects.
CONSEQUENCE OF NEGATIVE ACTION:
Without Board approval, the Consultant will not be able to provide additional “on-call” project management services
to complete necessary capital projects, which may jeopardize funding and delay design and construction of various
capital projects.
CHILDREN'S IMPACT STATEMENT:
February 9, 2016 Official Minutes 580
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Director of Child Support Services, or designee, to execute a contract amendment
with Maximus effective February 15, 2016, to add additional Early Intervention Services, with no change to the
contract payment limit or contract term.
FISCAL IMPACT:
No fiscal impact to the County General Fund. Payment for these services is fully funded by allocations from Federal
66% and State 34% governments.
BACKGROUND:
The Department of Child Support Services currently has an active contract with Maximus for Early Intervention
Services, with the purpose of preventing delinquency of child support payments. This amendment will increase the
services provided by the vendor to include additional services on Supplemental Compliance cases and
Non-Compliant Income Withholding Notice cases.
CONSEQUENCE OF NEGATIVE ACTION:
If this action were not approved, DCSS would not have the ability to take advantage of the additional services that
Maximus has available to assist in preventing payment delinquency.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Adrienne Todd, 313-4454
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 63
To:Board of Supervisors
From:Linda Dippel, Child Support Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Approve and Authorize Contract Amendment with Maximus
February 9, 2016 Official Minutes 581
CHILDREN'S IMPACT STATEMENT:
The services provided by Maximus are important to the overall effort of enforcing the timely collection of child
support payments; these efforts support the overall well being of the children that are being served.
February 9, 2016 Official Minutes 582
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute, on behalf of the Chief Information
Officer, purchase orders with AT&T, Anritsu Co, Computerland of Silicon Valley, SSP Data, and a third-party lease
agreement with IBM Global Finance in an amount not to exceed $1,678,000, for the purchase of hardware and
software required to maintain the County's wide area network, VoIP, and regional communication systems, for the
period April 1, 2016 through March 31, 2021, Countywide.
FISCAL IMPACT:
The cost of $1,678,000 is charged back to user departments through the Department of Information Technology's
billing process. (100% Department User Fees)
BACKGROUND:
The Department of Information Technology is purchasing equipment and software to maintain the County's VoIP,
wide area network systems, and radio equipment for the East Bay Regional Communication System. The Purchasing
Division has arranged a lease purchase contract with IBM Global Finance. The total amount financed is $1,586,700
at an interest rate not to exceed 3.25%. The principal and interest for up to five annual payments has been budgeted
under Org numbers 4280, 4295, and 1075 for fiscal year 2015/16.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: David Gould, 925-313-2151
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 82
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:Authorize Purchase Orders with Various Companies and a Third-party Lease Agreement with IBM Global Finance
February 9, 2016 Official Minutes 583
CONSEQUENCE OF NEGATIVE ACTION:
Failure to maintain these systems may result in reduced capacity, system failure, and interrupted business and
emergency operations.
February 9, 2016 Official Minutes 584
RECOMMENDATION(S):
Approve and authorize the Purchasing Agent, on behalf of the Health Services Department, to execute a Purchase
Order with Depuy Synthes Sales Inc., in the amount of $450,000 for the purchase of instruments, implants and
supplies at the Contra Costa Regional Medical Center, for the period from April 1, 2016 through March 31, 2020.
FISCAL IMPACT:
100% is included in the Hospital Enterprise Fund I Budget.
BACKGROUND:
Depuy Synthes Sales Inc. provides instruments, implants, devices and supplies for the Orthopedic Department to
perform special procedure and operations at Contra Costa Regional Medical Center. Depuy Synthes Sales Inc., has
been a reliable source of supplies for the Operating Room (OR). With the increase of patient population, the OR
requires a fast and steady replenish of supplies that Depuy Synthes Inc. can provide.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, CCRMC will not be able to take care of the surgical needs of the general population
of Contra Costa County.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Anna Roth, 370-5101
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: T Scott, M Wilhelm, Crystal Grayson
C. 69
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Blanket Purchase Order with Depuy Synthes Sales, Inc.
February 9, 2016 Official Minutes 585
RECOMMENDATION(S):
Approve and authorize the Purchasing Agent, on behalf of the Health Services Department, to execute a Purchase
Order with KCI USA, Inc., in an amount not to exceed $300,000 for the purchase of canisters, dress drapes, and
numerous other medical supplies for the Contra Costa Regional Medical Center (CCRMC) and the Contra Costa
Health Centers for the period April 1, 2016 through March 31, 2018.
FISCAL IMPACT:
100% funding is included in the Hospital Enterprise Fund I budget.
BACKGROUND:
KCI USA, Inc. has supplied numerous medical supplies and products to CCRMC and Contra Costa Health Centers
for a number of years. Being able to purchase from this vendor is imperative to provide optimal patient care.
CONSEQUENCE OF NEGATIVE ACTION:
If this Purchase Order is not approved, patient care will be compromised.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Anna Roth, 370-5101
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Tasha Scott, Marcy Wilhem, Margaret Harris
C. 68
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Blanket purchase order with KCI USA, Inc.
February 9, 2016 Official Minutes 586
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Sheriff-Coroner, a purchase order
amendment with R-Computer, to increase the payment limit by $100,000 to a new payment limit of $450,000 to
provide computer hardware, peripherals, cameras, Global Positioning System units and other computer-related
equipment and supplies, as needed, for the period July 1, 2014 through June 30, 2016.
FISCAL IMPACT:
$100,000. 100% County General Fund; Budgeted. This will increase the purchase order amount to $450,000 with R
Computer.
BACKGROUND:
With years of experience with our unique, public safety-related information technology (IT), network and mobile data
needs, R-Computer consistently supplies our department with the needed computers, electronic equipment and
peripherals in a timely manner. R Computer works with our IT Division to ensure that we get the best product for the
best price to match our needs. They provide advice and guidance about products and know our network structure and
the IT needs of the Sheriff's Office. R-Computer is reliable, dependable, and competitively priced.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Liz Arbuckle, (925) 335-1529
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Heike Anderson, Liz Arbuckle, Tim Ewell
C. 87
To:Board of Supervisors
From:David O. Livingston, Sheriff-Coroner
Date:February 9, 2016
Contra
Costa
County
Subject:Change Purchase Order for Computer Equipment R-Computer
February 9, 2016 Official Minutes 587
BACKGROUND: (CONT'D)
The Sheriff's IT unit supports 58 servers, 587 desktop computers, 90 laptop computers, as well as printers, copiers
and fax machines. In order to respond to our user's needs, we need to have a reliable vendor who can process our
orders quickly and efficiently. Locally owned, small business R-Computer is able to do this, and understands the
unique needs of the Sheriff's Office and the need to keep critical processes functioning for public safety.
The change order will accommodate purchases through June 30, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
The Sheriff-Coroner will be unable to acquire various computer hardware and equipment as needed.
CHILDREN'S IMPACT STATEMENT:
No impact.
February 9, 2016 Official Minutes 588
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#77-009 with H K Facial Plastic Surgery, Inc., a corporation, in an amount not to exceed $140,000, to provide plastic
and reconstructive surgery services to Contra Costa Health Plan (CCHP) members, for the period from March 1,
2016 through February 28, 2018.
FISCAL IMPACT:
This Contract is funded 100% Contra Costa Health Plan Enterprise Fund II.
BACKGROUND:
The Health Plan has an obligation to provide certain specialized health care services for its members under the terms
of their Individual and Group Health Plan membership contracts with the County. Under Contract #77-009, the
Contractor will provide plastic and reconstructive surgery services through February 28, 2018.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, certain specialized health care services for its members under the terms of their
Individual and Group Health plan membership contracts with the County will not be provided.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Patricia Tanquary 313-6004
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: A Floyd, M Wilhelm
C. 61
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #77-009 with H K Facial Plastic Surgery, Inc.
February 9, 2016 Official Minutes 589
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 590
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#77-011 with Bay Area Surgical Specialists Services, LLC, a limited liability company, in an amount not to exceed
$300,000, to provide ambulatory surgery center services for Contra Costa Health Plan members for the period from
March 1, 2016 through February 28, 2018
FISCAL IMPACT:
This Contract is funded 100% Contra Costa Health Plan Enterprise Fund II.
BACKGROUND:
The Health Plan has an obligation to provide certain specialized health care services for its members under the terms
of their Individual and Group Health Plan membership contracts with the County. Under Contract #77-011, the
Contractor will provide ambulatory surgery center services through February 28, 2018.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, certain specialized health care services for its members under the terms of their
Individual and Group Health plan membership contracts with the County will not be provided.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Patricia Tanquary 313-6004
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: A Floyd, M Wilhelm
C. 59
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #77-011 with Bay Area Surgical Specialists Services, LLC
February 9, 2016 Official Minutes 591
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 592
RECOMMENDATION(S):
APPROVE and AUTHORIZE the County Administrator, or designee, to execute a contract amendment with Napanet
Internet Services, Inc., effective January 21, 2016, to increase the payment limit by $5,000 to a new payment limit of
$30,000 to continue providing Internet Services for the hosting and display of data relating to the appointed boards
and commissions of Contra Costa County, and to extend the term of the agreement from January 21, 2016 to January
20, 2017.
FISCAL IMPACT:
The contract payment limit increase of $5,000, for services Napanet will provide during the period of January 21,
2016 through January 20, 2017, will be funded by General Fund.
BACKGROUND:
Napanet Internet Services hosts and displays information online relating to the appointed bodies that advise the Board
of Supervisors on a wide variety of issues. Napanet enables County staff to monitor appointments and vacancies to
the various appointed bodies, and provides information about each appointed body and opportunities for the public to
serve on them. Contra Costa County refers to the online appointed body information as the “Maddy Book,” in
reference to Section 54972 of the California Government Code (the Maddy Act) that requires posting of the
appointment and vacancy lists of all boards, commissions and bodies.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Elizabeth Burkhart (925)
313-1183
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Robert Campbell, County Auditor-Controller
C. 66
To:Board of Supervisors
From:David Twa, County Administrator
Date:February 9, 2016
Contra
Costa
County
Subject:Contract Amendment with Napanet Internet Services Inc. and Maddy Book Web Page Support
February 9, 2016 Official Minutes 593
CONSEQUENCE OF NEGATIVE ACTION:
If this order is not approved, the County would not have a web host for the information and database management of
appointments and vacancies to appointed boards, committees and commissions.
February 9, 2016 Official Minutes 594
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
Amendment Agreement #26-507-9 with BAART Behavioral Health Services, Inc., a corporation, effective December
1, 2015, to amend Contract #26-507-8, to increase the payment limit by $33,410, from $71,623 to a new payment
limit of $105,033, with no change in the original term of July 1, 2014 through June 30, 2016.
FISCAL IMPACT:
This amendment is funded 100% Hospital Enterprise Fund I (No rate increase)
BACKGROUND:
In September 2014, the County Administrator approved and the Purchasing Services Manager executed Contract
#26-507-8 with BAART Behavioral Health Services, Inc., to provide methadone maintenance services for medically
stable inmates at Martinez and Richmond Detention Facilities, for the period from July 1, 2014 through June 30,
2016.
Approval of Contract Amendment Agreement #26-507-9, will allow the Contractor to provide additional services
through June 30, 2016.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Anna Roth 925-370-5101
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: E Suisala, M Wilhelm
C. 67
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract Amendment #26-507-9 with BAART Behavioral Health Services, Inc.
February 9, 2016 Official Minutes 595
CONSEQUENCE OF NEGATIVE ACTION:
If this amendment is not approved, inmates at Martinez and Richmond Detention Facilities will not receive
methadone maintenance services
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 596
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract with Dahlin Group, Inc.
in an amount not to exceed $250,000, including modified indemnification provisions and superseding Board action
(C.35) of November 17, 2015, to provide planning services for County and Flood Control District properties in the
Oak Park area (South Pleasant Hill Parcels) for the period of August 1, 2015 through July 31, 2017, Pleasant Hill
area.
FISCAL IMPACT:
All costs associated with this contract will be offset by the Oak Park Sale of Surplus proceeds.
BACKGROUND:
On November 17, 2015, item C. 35 was approved by the Board of Supervisors (Board). The board order approved
and authorized the Public Works Director, or designee, to execute a contract with the Dahlin Group, Inc. to provide
planning services for the Oak Park sale of surplus properties. The incorrect board order was submitted to the Board
approving the effective date of September 1, 2015 and contract amount for $191,000. This board order is submitted to
correct the contract amount to $250,000 and the effective date of August 1, 2015. The contract includes modification
to County’s standard indemnification clause as specified in the Special Conditions of the contract.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Karen Laws, 925-313-2228
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stacey M. Boyd, Deputy
cc:
C. 49
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:Contract with Dahlin Group, Inc. for Planning Services
February 9, 2016 Official Minutes 597
CONSEQUENCE OF NEGATIVE ACTION:
Staff would not be able to move forward with planning process, which would delay placing parcels on the market.
ATTACHMENTS
Contract
February 9, 2016 Official Minutes 598
February 9, 2016 Official Minutes 599
February 9, 2016 Official Minutes 600
February 9, 2016 Official Minutes 601
February 9, 2016 Official Minutes 602
February 9, 2016 Official Minutes 603
February 9, 2016 Official Minutes 604
February 9, 2016 Official Minutes 605
February 9, 2016 Official Minutes 606
February 9, 2016 Official Minutes 607
February 9, 2016 Official Minutes 608
February 9, 2016 Official Minutes 609
February 9, 2016 Official Minutes 610
February 9, 2016 Official Minutes 611
February 9, 2016 Official Minutes 612
February 9, 2016 Official Minutes 613
February 9, 2016 Official Minutes 614
February 9, 2016 Official Minutes 615
February 9, 2016 Official Minutes 616
February 9, 2016 Official Minutes 617
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#23-447-7 with RG Hernandez, LLC, a limited liability company, in an amount not to exceed $104,820, to provide
consultation and technical assistance with regard to third party cost revenues, costs and claims, for the period
February 1, 2016 through January 31, 2017.
FISCAL IMPACT:
This Contract is funded 100% Third Party Reimbursement I (Rate increase)
BACKGROUND:
In February 2015, County Administrator approved and Purchasing Services Manager executed Contract #23-447-6
with RG Hernandez, LLC, for the provision of consultation and technical assistance to assist the Health Services
Department on matters related to budget, state and
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Patrick Godley, 957-5410
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: D Morgan, M Wilhelm
C. 52
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #23-447-7 with RG Hernandez, LLC
February 9, 2016 Official Minutes 618
BACKGROUND: (CONT'D)
federal reimbursement programs third party revenues, costs and claims for the period from February 1, 2015 through
January 31, 2016.
Approval of Contract #23-447-7 will allow Contractor to continue providing services through January 31, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, County will not utilize this contractor’s services.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 619
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract #23-531-7
with Nordic Consulting Partners, Inc., a corporation, in an amount not to exceed $700,000, to provide consultation and
technical assistance to Department’s Information Systems Unit in support of CCLink, for the period from January 1, 2016
through June 30, 2018.
FISCAL IMPACT:
This Contract is funded 100% by Enterprise Fund I. (No rate increase)
BACKGROUND:
On October 23, 2014, the Board of Supervisors approved Contract #23-531-6 with Nordic Consulting Partners, Inc.
for the provision of consultation and technical assistance
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: David Runt, 335-8700
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: D Morgan, M Wilhelm
C. 73
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #23-531-7 with Nordic Consulting Partners, Inc.
February 9, 2016 Official Minutes 620
BACKGROUND: (CONT'D)
to Department’s Information Systems Unit in support of CCLink, for the period from October 1, 2014 through
December 31, 2015.
Approval of Contract #23-531-7 will allow Contractor to continue providing consulting services through June 30,
2018.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, the Department will not have access to Contractor’s expert consultation and technical
assistance in support of CCLink.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 621
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#23-582 with Corodata Records Management, Inc., a corporation, in an amount not to exceed $1,000,000, to provide
off-site storage, retrieval, destruction and management of documents and records for Contra Costa Regional Medical
Center (CCRMC) and other designated Health Services Department Divisions for the period from November 1, 2015
through October 31, 2018.
FISCAL IMPACT:
This Contract is funded 100% by Enterprise Fund I.
BACKGROUND:
Contra Costa County Health Services Department requires document storage, destruction and management services
for patient medical records and other Department documents. Contractor provides 24 hours per day/ 7 days per week
pick-up and retrieval services, management of the process of storage, retrieval, and re-file of all hard-copy and
radiological records, as well as secured destruction of records held in storage.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Bud DeCesare, 957-5429
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: E Suisala, M Wilhelm
C. 71
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #23-582 with Corodata Records Management, Inc
February 9, 2016 Official Minutes 622
BACKGROUND: (CONT'D)
Under Contract #23-582, the Contractor will provide off-site storage, retrieval, destruction and document
management for services for CCRMC and other Health Services Divisions, for the period from November 1, 2015
through October 31, 2018.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, County’s Health Services Department will not have access to this contractor’s
document storage, retrieval and destruction services .
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 623
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#24-681-73(18) with LTP CarePro, Inc., (dba Pleasant Hill Manor), a non-profit corporation , in an amount not to
exceed $372,000, to provide Augmented Board and Care Services, for the period from February 1, 2016 through
January 31, 2017.
FISCAL IMPACT:
This Contract is funded 76% Mental Health Realignment funds; 24% Mental Health Services Administration Housing
(MHSA). (Rate increase)
BACKGROUND:
This Contract meets the social needs of the County's population by augmenting room and board and providing
twenty-four hour emergency residential care and supervision to eligible mentally disordered clients, who are
specifically referred by the Mental Health Program Staff and who are served by County Mental Health
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Cynthia Belon, 957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: E Suisala, M Wilhelm
C. 77
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #24-681-73(18) with LTP CarePro, Inc., (dba Pleasant Hill Manor)
February 9, 2016 Official Minutes 624
BACKGROUND: (CONT'D)
Services.
On March 3, 2015, the Board of Supervisors approved Contract #24-681-73(16) [as amended by Contract
Amendment #24-681-73(17)] with LTP CarePro, Inc., (dba Pleasant Hill Manor), for the period February 1, 2015
through January 31, 2016, for the provision of augmented board and care services for County-referred mentally
disordered clients.
Approval of Contract #24-681-73(18) will allow the Contractor to continue to provide augmented board and care
services, through January 31, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, County residents will not receive services provided by this contractor.
CHILDREN'S IMPACT STATEMENT:
Not Applicable
February 9, 2016 Official Minutes 625
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#24-751-83 with Anka Behavioral Health Services, Incorporated, a non-profit corporation, in an amount not to
exceed $1,581,242, to provide Community Services; Support programs and residential mental health services
including, but not limited to: vocational, community living, socialization, and Medi-Cal rehabilitative programs for
the period from January 1, 2016 through June 30, 2016. This contract includes a six-month automatic extension
through December 31, 2016, in an amount not to exceed $1,581,242.
FISCAL IMPACT:
This Contract is funded 58% Mental Health Realignment; 42% Medi-Cal and Federal Financial Participation (No
Rate increase)
BACKGROUND:
This Contract meets the social needs of County’s population by providing a continuum of services to residents
transitioning from crisis residential care to transitional residential care and keeps these clients out of higher levels of
care, including State Hospitals. Contractor will also be a partner in implementing County’s Community Services and
Supports
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Cynthia Belon, 925-957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: E Suisala, M Wilhelm
C. 79
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #24-751-83 with Anka Behavioral Health Services, Incorporated
February 9, 2016 Official Minutes 626
BACKGROUND: (CONT'D)
Program. On January 20, 2015, the Board of Supervisors approved Contract #24-751-82 with Anka Behavioral
Health, Incorporated for the provision of continuum of care services to mentally ill adults, for the period from July 1,
2014 through June 30, 2015, which included a six-month automatic extension through December 31, 2015. Approval
of Contract #24-751-83, will allow Contractor to continue providing services through June 30, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, clients will not receive mental health services provided by this contractor.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 627
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#24-837-24 with Daniel May, M.D., a self-employed individual, in an amount not to exceed $232,960, to provide
outpatient psychiatric care services for the period from May 1, 2016 through April 30, 2017.
FISCAL IMPACT:
This Contract is funded 100% Mental Health Realignment, offset by third-party billing. (No rate increase)
BACKGROUND:
On June 9, 2015, the Board of Supervisors approved Contract #24-837-23 with Daniel May, M.D., for the provision
of outpatient psychiatric services for mentally ill adults in West County for the period from May 1, 2015 through
April 30, 2016.
Approval of Contract #24-837-24 will allow the Contractor to continue providing outpatient psychiatric services in
West county through April 30, 2017.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Cynthia Belon 957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: D Morgan, M Wilhelm
C. 58
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #24-837-24 with Daniel May, M.D.
February 9, 2016 Official Minutes 628
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, County’s clients will not have access to Contractor’s outpatient psychiatric services.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 629
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#24-927-20 with Community Health for Asian Americans, a non-profit corporation, in an amount not to exceed
$683,070, to provide mental health services including wraparound and outpatient treatment to children in Contra
Costa County, for the period from January 1, 2016 through June 30, 2016. This Contract includes a six-month
automatic extension through December 31, 2016, in an amount not to exceed $683,070.
FISCAL IMPACT:
This Contract is funded 48% Federal Financial Participation, 48% Mental Health Realignment, and 4%
Non-Medi-Cal Mental Health Realignment. (No rate increase)
BACKGROUND:
This Contract meets the social needs of County’s population by providing school and community based mental health
services, including: assessments, individual, group and family therapy; medication support, case management,
outreach, and crisis intervention services, to an underserved Asian population and will result in greater home,
community, and school success.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Cynthia Belon 957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: A Floyd , M Wilhelm
C. 65
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #24-927-20 with Community Health for Asian Americans
February 9, 2016 Official Minutes 630
BACKGROUND: (CONT'D)
On October 21, 2014, the Board of Supervisors approved Novation Contract #24-927-19 with Community Health for
Asian Americans for the period from July 1, 2014 through June 30, 2015, which included a six-month automatic
extension through December 31, 2015, for the provision of school and community based mental health services.
Approval of Contract #24-927-20 allows the Contractor to continue providing services through June 30, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, Asian American and other ethnic groups receiving services at four programs in West
Contra Costa County would have reduced access to mental health services in school, drug court and clinic settings.
CHILDREN'S IMPACT STATEMENT:
This EPSDT Program supports the following Board of Supervisors’ community outcomes: “Children Ready for and
Succeeding in School”; “Families that are Safe, Stable, and Nurturing”; and “Communities that are Safe and Provide
a High Quality of Life for Children and Families”. Expected program outcomes include an increase in positive social
and emotional development as measured by the Child and Adolescent Functional Assessment Scale (CAFAS) and a
decrease in juvenile offender recidivism as measured by probation database information.
February 9, 2016 Official Minutes 631
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#25–046–16 with Shelter, Inc. of Contra Costa County, a non-profit corporation, in an amount not to exceed
$268,724, to provide support services for County residents in the Supportive Housing Program, for the period from
December 1, 2015 through November 30, 2016.
FISCAL IMPACT:
This Contract is funded 100% Federal McKinney-Vento Homeless funds. No rate increase.
BACKGROUND:
This Contract meets the social needs of County’s population by providing support services to County residents that
are homeless and have a diagnosis of mental illness or a dual-diagnosis of mental illness and substance abuse.
On January 13, 2015, the Board of Supervisors approved Contract #25-046-15 with Shelter, Inc., of Contra Costa
County, for the provision of support services for County residents in the Supportive Housing Program, for the
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Cynthia Belon 957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: E SUISALA, M Wilhelm
C. 70
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #25-046-16 with Shelter, Inc. of Contra Costa County
February 9, 2016 Official Minutes 632
BACKGROUND: (CONT'D)
period from September 1, 2014 through November 30, 2015.
Approval Contract #25-046-16, will allow the Contractor to continue to provide support services to County residents
that are homeless and have a diagnosis of mental illness or dual-diagnosis of mental illness and substance abuse,
through November 30, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, County’s residents who are homeless with a disability and are receiving services in
the Support Housing Program will not receive services from this contractor.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 633
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#26-788-3 with Peyman Keyashian, M.D., an individual, in an amount not to exceed $505,000, to provide
anesthesiology services at Contra Costa Regional Medical Center and Health Centers (CCRMC) for the period from
February 1, 2016 through January 31, 2017.
FISCAL IMPACT:
This Contract is funded 100% Hospital Enterprise Fund I. (Rate increase)
BACKGROUND:
On February 1, 2015, the Board of Supervisors approved Contract #26-788 (as amended by Amendment Agreements
#26-788-1 and #26-788-2), for the provision of anesthesiology services at CCRMC, including but not limited to,
consultation, training, medical procedures, and on-call coverage for the General and Obstetric Units, for the period
from January 19, 2015 through January 31, 2016.
Approval of Contract #26-788-3 will allow the Contractor to continue to provide anesthesiology services at CCRMC
through January 31, 2017.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Samir Shah, M.D.,
925-370-5525
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: K Cyr, M Wilhelm
C. 64
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #26-788-3 with Peyman Keyashian, M.D.
February 9, 2016 Official Minutes 634
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, patients requiring anesthesiology services at CCRMC will not have access to
Contractor’s services.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 635
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#27-941-2 with Schramm Health Partners, LLC (dba Optumas), a limited liability company, in an amount not to
exceed $210,000, to provide professional actuarial services for the Contra Costa Health Plan, for the period from
April 1, 2016 through March 31, 2018.
FISCAL IMPACT:
This Contract is funded 100% Contra Costa Health Plan Enterprise II Funds. (No rate increase)
BACKGROUND:
In June 2015, the County Administrator approved and the Purchasing Services Manager executed Contract
#27-941-1 with Schramm Health Partners, LLC (dba Optumas) for the provision of actuarial consulting services, for
the period from April 1, 2015 through March 31, 2016.
Approval of Contract #27-941-2 will allow Contractor to continue providing actuarial services to the Contra Costa
Health Plan through March 31, 2018.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Patricia Tanquary, 313-6004
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: T Scott, M Wilehlm
C. 72
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #27-941-2 with Schramm Health Partners, LLC (dba Optumas)
February 9, 2016 Official Minutes 636
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, the Contra Costa Health Plan will not have actuarial consulting services provided by
this Contractor.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 637
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#74-469-1 with Pathways to Wellness Medication Clinic, a corporation, in an amount not to exceed $1,198,486, to
provide children’s and adult mental health services for the period from January 1, 2016 through December 31, 2016.
FISCAL IMPACT:
This Contract is funded 50% Federal Financial Participation and 50% County Realignment. (No rate increase)
BACKGROUND:
This Contract meets the social needs of County’s population by providing a broad range of mental health services to
children and adults in Central County. This Contract is a part of the System of Care and contributes to County’s
compliance with Mental Health
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Cynthia Belon, 957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: D Morgan, M Wilhelm
C. 74
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #74-469-1 with Pathways to Wellness Medication Clinic
February 9, 2016 Official Minutes 638
BACKGROUND: (CONT'D)
regulations.
On July 8, 2014, the Board of Supervisors approved Contract #74-469, with Pathways to Wellness Medication Clinic,
for the period from July 1, 2014 through June 30, 2015 with a six-month automatic extension through December 31,
2015 for the provision of children’s and adult mental health services.
Approval of Contract #74-469-1 will allow Contractor to continue providing children’s and adult mental health
services through December 31, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, County’s clients will not have access to Contractor’s services resulting in reduced
levels of service to the community.
CHILDREN'S IMPACT STATEMENT:
This program supports the following Board of Supervisors’ community outcomes: “Children Ready For and
Succeeding in School”; “Families that are Safe, Stable, and Nurturing”; and “Communities that are Safe and Provide
a High Quality of Life for Children and Families”. Expected program outcomes include an increase in positive social
and emotional development as measured by the Child and Adolescent Functional Assessment Scale (CAFAS).
February 9, 2016 Official Minutes 639
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Contract
#77-007 with Gary B. Marcus, M.D., A Professional Corporation, in an amount not to exceed $150,000, to provide
cardiology services to Contra Costa Health Plan (CCHP) members, for the period from December 1, 2015 through
November 30, 2017.
FISCAL IMPACT:
This Contract is funded 100% Contra Costa Health Plan Enterprise Fund II.
BACKGROUND:
The Health Plan has an obligation to provide certain specialized health care services for its members under the terms
of their Individual and Group Health Plan membership contracts with the County. Under Contract #77-007, the
Contractor will provide cardiology services to CCHP members through November 30, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, certain specialized professional health care services for its members under the terms
of their Individual and Group Health plan membership contracts with the County will not be provided.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Patricia Tanquary 313-6004
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: A Floyd , M Wilhelm
C. 51
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contract #77-007 with Gary B. Marcus, M.D., A Professional Corporation
February 9, 2016 Official Minutes 640
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 641
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Sheriff-Coroner, or designee, to execute a contract amendment with Forensic
Medical Group to add payment provisions related to transcription services and specialized diagnostic services with
no change to the existing payment limit or the original contract term of July 1, 2014 through June 30, 2019.
FISCAL IMPACT:
No additional fiscal impact. The original contract is funded at $3,460,000, 100% County General Fund.
BACKGROUND:
Forensic Medical Group (FMG) is a California Professional Corporation that specializes in pathology and forensic
pathology. The Contractor will assume responsibility for and perform autopsy services for all deaths that fall within
the jurisdiction of the Coroner, will prepare as required documents and reports, provide training to personnel, provide
court testimony as required, and ensure that quality standards are met for the services performed. This will allow the
Sheriff-Coroner’s Office to continue to meet the obligations to provide forensic pathology services.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Sandra Brown, 925-335-1553
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 84
To:Board of Supervisors
From:David O. Livingston, Sheriff-Coroner
Date:February 9, 2016
Contra
Costa
County
Subject:Forensic Medical Group
February 9, 2016 Official Minutes 642
CONSEQUENCE OF NEGATIVE ACTION:
The current contract does not include the hourly cost of transcriptions and specialized diagnostic services that are
needed by the Office of the Sheriff's Coroner's Unit.
CHILDREN'S IMPACT STATEMENT:
No impact.
February 9, 2016 Official Minutes 643
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County,
Memorandum of Understanding #74–208–12 with the California Department of State Hospitals, a government
agency, in an amount not to exceed $9,357,140, for the purchase and use of state hospital beds for psychiatric
patients, for the period from July 1, 2014 through June 30, 2016.
FISCAL IMPACT:
This Contract is funded 100% Mental Health Realignment. (Rate Increase)
BACKGROUND:
In previous years, the agreement to purchase State hospital beds was a part of the Mandated County Performance
Contract, as required by Section 5650 of the Welfare and Institution Code. Since fiscal year 2002/2003, the purchase
of state hospital beds has been separated from the Performance Contract, making it a stand-alone agreement.
On January 3, 2014, the Board of Supervisors approved Memorandum of Understanding Agreement #74–208–11
with the State Department of Mental Health, for the
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Cynthia Belon (925) 957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc:
C. 62
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Memorandum of Understanding #74–208–12 with the California Department of State Hospitals
February 9, 2016 Official Minutes 644
BACKGROUND: (CONT'D)
period from July 1, 2013 through June 30, 2014, for the purchase and use of state hospital beds. The responsibility
for administration of this program has since been transferred to the Department of State Hospitals. The State recently
proposed this MOU which covers the period July 1, 2014 through June 30, 2016.
Approval of Memorandum of Understanding #74–208–12 will allow County to compensate the State for bed usage,
including staffing, facilities, equipment, and supplies through June 30, 2016. This Agreement includes mutual
indemnification.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, the County will not be able to pay Contractor for bed usage for mentally ill patients
CHILDREN'S IMPACT STATEMENT:
Not Applicable
February 9, 2016 Official Minutes 645
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Novation
Contract #74–315–10 with Community Options for Families and Youth, Incorporated, a non-profit corporation, in an
amount not to exceed $2,551,176, to provide Therapeutic Behavioral Services (TBS), Multisystemic Therapy and
Functional Family Therapy for the period from July 1, 2015 through June 30, 2016. This Contract includes a
six-month automatic extension through December 31, 2016 in an amount not to exceed $1,275,588.
FISCAL IMPACT:
This Contract is funded (43% Federal Early and Periodic Screening, Diagnosis and Treatment; 22% County
Realignment; 25% Mental Health Services Act; 10% Probation Mentally Ill Offenders Crime Reduction Grant. (No
rate increase)
BACKGROUND:
The Contract meets the social needs of the County by providing TBS to seriously emotionally disturbed children who
have been discharged from a hospital or have failed in other placements. Contractor shall also provide a
Multisystemic Behavioral and Functional Family Therapy
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Cynthia Belon 957-5201
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: A Floyd , M Wilhelm
C. 76
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Novation Contract #74–315–10 with Community Options for Families and Youth, Incorporated
February 9, 2016 Official Minutes 646
BACKGROUND: (CONT'D)
program for adolescents who are discharged from Juvenile Hall and the Orin Allen Youth Rehabilitation Facility. On
December 2, 2014, the Board of Supervisors approved Novation Contract #74–315–9 with Community Options for
Families and Youth, Incorporated for the period from July 1, 2014 through June 30, 2015, which included a
six-month automatic extension through December 31, 2015, for the provision of TBS and Multisystemic Behavioral
Therapy. Approval of Novation Contract #74–315–10 replaces the automatic extension under the prior Contract and
allows the Contractor to continue providing services, through June 30, 2016.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, seriously emotionally disturbed children and adolescents involved in the juvenile
justice system will not have access to Contractor’s mental health services which may result in a reduction of services
and placement in higher levels of care.
CHILDREN'S IMPACT STATEMENT:
This TBS program supports the following Board of Supervisors’ community outcomes: “Children Ready For and
Succeeding in School”; “Families that are Safe, Stable, and Nurturing”; and “Communities that are Safe and Provide
a High Quality of Life for Children and Families”. Expected program outcomes include an increase in positive social
and emotional development as measured by the Child and Adolescent Functional Assessment Scale (CAFAS).
February 9, 2016 Official Minutes 647
RECOMMENDATION(S):
APPROVE AND AUTHORIZE the Auditor-Controller, or his designee, to pay $550 to Garda CL West, Inc. for the
provision of armored transport services rendered at Contra Costa County Health Services Department during the
period January 1, 2016 through January 31, 2016.
FISCAL IMPACT:
100% Hospital Enterprise Fund I.
BACKGROUND:
Garda CL West, Inc. has been providing armored transport services to Contra Costa County Health Services
Department for several years. The provider has not been paid in full for prior services provided during January 1,
2016 through January 31, 2016. The provider is entitled to payment for the reasonable value of its services under the
equitable relief theory of quantum meruit. That theory provides that where a contractor has been asked to provide
services without a valid contract, and the provider does so to the benefit of the recipient, the provider is entitled to
recover the reasonable value of those services.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Anna Roth, (925) 370-5101
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Chris Heck, Deputy
cc: Kathleen cyr, Marcy Wilhelm
C. 75
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Payment for services provided by Garda CL West, Inc.
February 9, 2016 Official Minutes 648
BACKGROUND: (CONT'D)
Here, Garda CL West, Inc. provided services at the request of the department after the contract payment limit was
reached. The Division is requesting the amount due to the Contractor be paid in the amount of $550.
CONSEQUENCE OF NEGATIVE ACTION:
If this is not approved, Contractor will not be paid for services provided in good faith to Contra Costa County Health
Services Department.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 649
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Chief Information Officer, or designee, to execute a contract amendment with
CherryRoad Technologies, Inc, effective February 9, 2016, to increase the payment limit by $307,420 to a new
payment limit of $6,459,730 for the contractor to provide an additional resources to assist the County with the
upgrade of PeopleSoft HCM version 8.8 to version 9.2.
FISCAL IMPACT:
The $6,459,730 is budgeted under Org #1695 FY 2014-2015, FY 2015-2016, and FY 2016-2017, supported through
countywide inter-departmental charges to all departments.
BACKGROUND:
The PeopleSoft Human Capital Management (HCM) system is currently used to process the County’s payroll, in
addition to maintaining human resources and employee benefits records. The original contract with CherryRoad
Technologies Inc provided for the contractor to perform a fit/gap analysis, infrastructure assessment, and initial
upgrade tasks to upgrade PeopleSoft HCM version 8.8 to version 9.2, at a cost up to $1,200,000.
The County and contractor first amended the contract in September 2015 to provide that the Contractor would host
nine application test environments, at a cost of up to $150,000.
The County and contractor amended the contract a second time in November 2015 to begin the upgrade tasks to
upgrade Peoplesoft HCM version 8.8 to version 9.2 at a cost of up to $4,334,950.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Ed Woo 925-383-2688
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 83
To:Board of Supervisors
From:Ed Woo, Chief Information Officer
Date:February 9, 2016
Contra
Costa
County
Subject:Contract Amendment #4 with CherryRoad Technologies, Inc.
February 9, 2016 Official Minutes 650
BACKGROUND: (CONT'D)
The County and contractor amended the contract a third time in December 2015 for the purchase of Taleo
Recruitment and Onboarding application licenses, which will be hosted by Oracle on its servers and interface with the
PeopleSoft HCM system, and the implementation of the Taleo application, at a cost of up to $467,360.
The proposed fourth amendment is to provide for an additional contractor resource to assist the County Human
Resources Department with business process analysis and improvements associated with the upgrade of PeopleSoft
HCM version 8.8 to version 9.2 . In addition, the additional contractor resource will perform work assigned to the
unrepresented classification of Human Resources Systems Analyst pending a recruitment to fill the recently vacated
position including: (1) create test scripts and verify and approve test data for system production; (2) interface with
representatives of other departments and serve as the technical point-of-contact for manual and automated human
resources information systems issues; (3) develop, update and maintain human resources system tables, including the
County's master pay plan; (4) review, suggest improvements to, develop, and document system procedures and
processes; (5) develop, analyze, and verify complex system queries for HR and Labor, independently and in concert
with County IT staff; (6) prepare change control requests based on operational needs of the County; and (7) process
countywide personnel transactions including payroll and classification.
CONSEQUENCE OF NEGATIVE ACTION:
Failure to approve the contract amendment will severely limit HR staff's ability to support the PeopleSoft Upgrade
Project and personnel transactions and labor relations functions.
February 9, 2016 Official Minutes 651
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Sheriff-Coroner, a purchase order
with Allen Packaging Company in the amount of $125,000 to provide three-compartment trays for Seal-a-Meal food
to be used at the West County, Martinez, and Marsh Creek Detention Facilities for the period January 1, 2016
through December 31, 2016.
FISCAL IMPACT:
$125,000; 100% County General Fund, Budgeted.
BACKGROUND:
Allen Packaging supplies the packaging equipment and supplies used for the seal-a-meal food central production
system at WCDF, where inmate meals are produced and distributed to MDF and MCDF. This central production
system has proven to increase efficiency and reduce costs for mandated provided meals to inmates.
CONSEQUENCE OF NEGATIVE ACTION:
CHILDREN'S IMPACT STATEMENT:
No impact.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Liz Arbuckle, 925-335-1529
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Liz Arbuckle, Heike Anderson, Tim Ewell
C. 88
To:Board of Supervisors
From:David O. Livingston, Sheriff-Coroner
Date:February 9, 2016
Contra
Costa
County
Subject:Purchase Order - Allen Packaging
February 9, 2016 Official Minutes 652
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Sheriff-Coroner, a purchase order
with Bob Barker Company, in an amount not to exceed $530,000 for the purchase of miscellaneous products specific
to correctional facilities as needed within the County's detention facilities for the period January 1, 2016 through
December 31, 2017.
FISCAL IMPACT:
$530,000. 100% General Fund; Budgeted.
BACKGROUND:
Bob Barker is a specialty firm that specializes in selling products specific to jails, prisons and correctional facilities,
i.e. bedding, inmate clothing, mattresses and various sundry housing supplies. This vendor provides direct drop
shipments of large quantities of products at extremely low costs; no other local company was able to match products,
pricing, quantity and delivery parameters.
CONSEQUENCE OF NEGATIVE ACTION:
The Sheriff's Office would not be able to execute the purchase order with Bob Barker Company.
CHILDREN'S IMPACT STATEMENT:
No impact.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Liz Arbuckle, 925-335-1529
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Liz Arbuckle, Heike Anderson, Tim Ewell
C. 86
To:Board of Supervisors
From:David O. Livingston, Sheriff-Coroner
Date:February 9, 2016
Contra
Costa
County
Subject:Purchase Order - Bob Barker
February 9, 2016 Official Minutes 653
RECOMMENDATION(S):
APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Sheriff-Coroner, a purchase order
with Waxie Sanitary Supply, in an amount not to exceed $180,000 for the purchase of miscellaneous janitorial
supplies as needed within the County's detention facilities for the period January 1, 2016 through December 31, 2017.
FISCAL IMPACT:
$180,000. 100% General Fund; Budgeted.
BACKGROUND:
Detention purchases janitorial supplies for over 2000 inmates. Items include over 100 cases a week of toilet paper,
paper towels, hand soap, gloves & other cleaning chemicals and supplies. Waxie Sanitary Supply serves as a
secondary supplier to Clean Source and is a GSD-select vendor. Pricing as per national IPA Janitorial and Sanitation
Supplies Agreement #1004849.
CONSEQUENCE OF NEGATIVE ACTION:
The Sheriff's Office would be unable to acquire janitorial supplies on an as needed basis through Waxie Sanitary.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Liz Arbuckle, 925-335-1529
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Liz Arbuckle, Heike Anderson, Tim Ewell
C. 85
To:Board of Supervisors
From:David O. Livingston, Sheriff-Coroner
Date:February 9, 2016
Contra
Costa
County
Subject:Purchase Order - Waxie Sanitary Supply
February 9, 2016 Official Minutes 654
CHILDREN'S IMPACT STATEMENT:
No impact.
February 9, 2016 Official Minutes 655
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Unpaid
Student Training Agreement #26-291 with the University of North Carolina at Chapel Hill, Gillings School of
Global Public Health, an educational institution, to provide supervised field instruction at Contra Costa Regional
Medical Center and Contra Costa Health Centers for dietitian students, for the period from April 1, 2016 through
March 31, 2017.
FISCAL IMPACT:
None.
BACKGROUND:
The purpose of this agreement is to provide University of North Carolina at Chapel Hill, Gillings School of Global
Public Health dietitian students with the opportunity to integrate academic knowledge with applied skills at
progressively higher levels of performance and
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Anna Roth, 370-5101
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: D Morgan, M Wilhelm
C. 97
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:University of North Carolina at Chapel Hill, Gillings School of Global Public Health Unpaid Student Training
Agreement #26-291
February 9, 2016 Official Minutes 656
BACKGROUND: (CONT'D)
responsibility. Supervised fieldwork experience for students is considered to be an integral part of both educational
and professional preparation. The Health Services Department can provide the requisite field education, while at the
same time, benefitting from the students’ services to patients.
Under Unpaid Student Training Agreement #26-291, University of North Carolina at Chapel Hill, Gillings School of
Global Public Health students will receive supervised fieldwork instruction experience, at Contra Costa Regional
Medical Center and Contra Costa Health Centers through March 31, 2017.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, the students will not receive supervised fieldwork instruction experience at Contra
Costa Regional Medical Center and Contra Costa Health Centers.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 657
RECOMMENDATION(S):
ADOPT Resolution No. 2016/68 authorizing amendments of Contra Costa County Variable Rate Multifamily
Housing Refunding Revenue Bonds (Delta Square Apartments Project) 1999 Series H (the "Bonds") issued to make a
loan used to refinance the acquisition and construction of a multifamily rental housing project generally known as
Mira Vista Hills Apartments (the "Project"), located at 2201 San Jose Drive in the City of Antioch, including:
AUTHORIZING amendments relating to Bonds issued to refinance Mira Vista Apartments;1.
APPROVING the form of Amended and Restated Trust Indenture between the County of Contra Costa, as
Issuer, and U.S. Bank National Association, as Trustee;
2.
APPROVING the form of Amended and Restated Financing Agreement among the County of Contra Costa,
as Issuer, U.S. Bank National Association, as Trustee, and Reliant-Mira Vista, L.P., as Borrower;
3.
AUTHORIZING the Chair or Vice Chair of the Board of Supervisors, the County Administrator, the Director
of Conservation and Development, the Assistant Deputy Director of the Department of Conservation and
Development, or the Community Development Bond Program Manager to execute and deliver the Indenture
and Financing Agreement, and to do any and all things, take any and all actions, and execute and deliver any
and all certificates, agreements, and other documents which the officer may deem necessary or advisable in
order to effectuate the purposes of the Resolution; and
4.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Kristen Lackey (925) 674-7888
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
C. 91
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:February 9, 2016
Contra
Costa
County
Subject:Amendments Relating to Multifamily Mortgage Revenue Bonds - Mira Vista Hills Apartments
February 9, 2016 Official Minutes 658
RECOMMENDATION(S): (CONT'D)
>
APPROVING, RATIFYING AND CONFIRMING all actions heretofore taken by the officers and agents
of the County with respect to the amendments relating to the Bonds and other actions necessary to complete
the amendments.
5.
FISCAL IMPACT:
The County will be reimbursed for costs incurred in the amendment process. Reimbursement by the Borrower of
the annual expenses of the County for monitoring of the low income housing provisions of the Regulatory
Agreement and Declaration of Restrictive Covenants is provided for in the Bond documents. The Bonds will be
payable from and secured by revenues (rents, reserves, etc.) of the Project that are pledged under the Bond
documents. No County funds are pledged to secure the Bonds.
BACKGROUND:
Resolution No. 2016/68 authorizes amendments relating to County of Contra Costa Multifamily Housing Variable
Rate Refunding Revenue Bonds (Delta Square Apartments Project) 1999 Series H (the “Bonds”).
The Board of Supervisors authorized the original issuance of bonds for the Project in 1985 and a refunding in
1999. The proceeds of the Bonds were used for the acquisition and construction of the multifamily housing
development now known as Mira Vista Hills Apartments (the “Project”), a 280 unit housing development located
at 2201 San Jose Drive in the City of Antioch. The Project includes 56 units affordable for low income
households. The Project was purchased by Reliant – Mira Vista, L.P. (the “Borrower”) on September 15, 2015.
The Borrower is refinancing the Project in order to finance approximately $2 million in capital improvements for
the Project, including updating kitchens, appliances, bathrooms, flooring and paint. Additionally, the Borrower
will be offering onsite residential services.
In order to refinance the Project, the Borrower has requested the County, as Issuer, to approve amendments to the
terms of the Bonds including, (1) name change to reflect the Project name, (2) replace existing Bond structure
with a simple fixed rate structure, (3) change in the fixed rate and optional redemption provisions, (4) change from
monthly to quarterly interest payments, (5) subordinate the Bonds to an anticipated conventional loan, and (6)
eliminate the Principal Reserve Fund. The amendments will require consent of 100 percent of the bond owners.
The Bonds mature in 2029.
CONSEQUENCE OF NEGATIVE ACTION:
Negative action would prevent the amendments to the Bonds and the Borrower would be more likely to retire the
Bonds resulting in the termination of the affordability restrictions ten years early, in 2019.
ATTACHMENTS
Resolution No. 2016/68
Att A Mira Vista Indenture
Att B Mira Vista Financing Agreement
February 9, 2016 Official Minutes 659
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:John Gioia
ABSTAIN:
RECUSE:
Resolution No. 2016/68
RESOLUTION APPROVING AND AUTHORIZING EXECUTION AND DELIVERY OF AMENDMENTS TO THE
DOCUMENTS RELATING TO MULTIFAMILY HOUSING REVENUE BONDS ISSUED FOR THE PURPOSE OF
FINANCING THE DEVELOPMENT OF A MULTIFAMILY RENTAL HOUSING DEVELOPMENT KNOWN AS MIRA
VISTA HILLS APARTMENTS AND APPROVING AND AUTHORIZING RELATED ACTIONS.
WHEREAS, the County of Contra Costa (the “County”) is authorized pursuant to Section 52075 and following of the California
Health and Safety Code (the “Act”) to issue revenue bonds for the purpose of financing, among other things, the acquisition and
construction of multifamily rental housing projects;
WHEREAS, the proceeds of such bonds may be loaned to a nongovernmental owner of multifamily housing, who shall be
responsible for the payment of such bonds, to allow such nongovernmental owner to reduce the cost of constructing, owning and
operating such housing and to assist in providing housing for low income persons;
WHEREAS, the County has previously issued its County of Contra Costa Variable Rate Multifamily Housing Refunding
Revenue Bonds (Delta Square Apartments Project) 1999 Series H (the “Bonds”) for the purpose of refinancing the cost of
developing a multifamily rental housing project now known as Mira Vista Hills Apartments (the “Project”); and
WHEREAS, the Project is owned by Reliant – Mira Vista, L.P., a California limited partnership (the “Owner”); and
WHEREAS, the Owner has requested that certain amendments be made to the trust indenture pursuant to which the Bonds were
issued and the financing agreement pursuant to which the loan was made to refinance the Project (the “Amendments”); and
WHEREAS, there have been prepared and placed on file with the Clerk of the Board of Supervisors (the “Clerk”) the following
documents required to effect the Amendments, and such documents are now in substantially final form and are appropriate
instruments to be executed and delivered for the purposes intended: (1) Amended and Restated Trust Indenture (the “Indenture”)
to be entered into between the County and U.S. Bank National Association, as trustee (the “Trustee”); and (2) Amended and
Restated Financing Agreement (the “Financing Agreement”) to be entered into among the County, the Trustee and the Owner.
WHEREAS, the Bonds are not a debt, nor a pledge of the faith and credit of the County, and the County is not liable on the
Bonds, nor are the Bonds payable out of any funds or properties other than those of the Project pledged for the payment thereof.
NOW, THEREFORE, BE IT RESOLVED by the Board of Supervisors of the County of Contra Costa, as follows:
Section 1. This Board hereby specifically finds and declares that the statements, findings and determinations of the County set
forth above are true and correct.
Section 2. The form of Indenture, on file with the Clerk, is hereby approved. Each of the Chair or Vice Chair of this Board of
Supervisors, the County Administrator of the County, the Director of the Department of Conservation and Development of the
County, the Assistant Deputy Director of the Department of Conservation and Development of the County or the Community
Development Bond Program Manager of the County (each an “Authorized Officer”) is hereby authorized, upon a determination
by such Authorized Officer that such Indenture is complete and that its execution and delivery is in the best interest of the
County, to execute and deliver the Indenture in substantially said form, with such changes therein as such officer may require or
approve, such approval to be conclusively evidenced by the execution and delivery thereof.
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Section 3. The form of Financing Agreement, on file with the Clerk, is hereby approved. Each Authorized Officer is hereby
authorized upon a determination by such Authorized Officer that such Financing Agreement is complete and that its execution
and delivery is in the best interest of the County, to execute and deliver the Financing Agreement in substantially said form, with
such changes therein as such officer may require or approve, such approval to be conclusively evidenced by the execution and
delivery thereof.
Section 4. All actions heretofore taken by the officers and agents of the County with respect to the Project and the Amendments,
are hereby approved, ratified and confirmed, and any Authorized Officer is hereby authorized and directed, for and in the name
and on behalf of the County, to do any and all things and take any and all actions and execute and deliver any and all certificates,
agreements and other documents, including but not limited to those described in the Indenture, the Financing Agreement and the
other documents herein approved, as well as a tax certificate which such officer, or any of them, may deem necessary or
advisable in order to consummate the Amendments and to effectuate the purposes hereof.
Section 5. All further consents, approvals, notices, orders, requests and other actions permitted or required by any of the
documents authorized by this resolution, including without limitation any of the foregoing which may be necessary or desirable
in connection with any default under or amendment of such documents, any transfer or other disposition of the Project, any
addition or substitution of security for the Bonds or any redemption of the Bonds, may be given or taken by an Authorized
Officer without further authorization by this Board of Supervisors, and such Authorized Officer is hereby authorized and directed
to give any such consent, approval, notice, order or request and to take any such action which such officer may deem necessary
or desirable to further the purposes of this resolution.
Section 6. This Resolution shall take effect upon its adoption.
Contact: Kristen Lackey (925) 674-7888
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
February 9, 2016 Official Minutes 661
OHS DRAFT
1/22/16
OHSUSA:764324655.2
AMENDED AND RESTATED TRUST INDENTURE
between
COUNTY OF CONTRA COSTA,
as Issuer
and
U.S. BANK NATIONAL ASSOCIATION,
as Trustee
Relating to
COUNTY OF CONTRA COSTA
MULTIFAMILY HOUSING REFUNDING REVENUE BONDS
(MIRA VISTA HILLS APARTMENTS PROJECT)
1999 SERIES H
Dated as of March 1, 2016
Amending and restating Trust Indenture, dated as of October 1, 1999,
between the County of Contra Costa and U.S. Bank National Association,
as Trustee
February 9, 2016 Official Minutes 662
TABLE OF CONTENTS
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ARTICLE I DEFINITIONS ................................................................................................. 4
Section 1.01 Definitions............................................................................................ 4
Section 1.02 Interpretation ...................................................................................... 13
ARTICLE II THE BONDS ................................................................................................. 14
Section 2.01 The Bonds .......................................................................................... 14
Section 2.02 Limited Obligations ........................................................................... 15
Section 2.03 Indenture Constitutes Contract .......................................................... 16
Section 2.04 Form and Execution ........................................................................... 16
Section 2.05 Authentication .................................................................................... 16
Section 2.06 Mutilated, Lost, Stolen or Destroyed Bonds ...................................... 16
Section 2.07 Transfer and Exchange of Bonds; Persons Treated as Owners;
Restrictions on Transfer ..................................................................... 17
Section 2.08 Temporary Bonds............................................................................... 18
Section 2.09 Delivery of Bonds .............................................................................. 18
Section 2.10 Establishment of Loan Fund; Application of Bond Proceeds
and Other Money; Assignment of Loan to Trustee ........................... 19
Section 2.11 Subordination ..................................................................................... 20
ARTICLE III REDEMPTION OF BONDS PRIOR TO MATURITY ................................ 21
Section 3.01 Redemption of Bonds Prior to Maturity ............................................ 21
Section 3.02 Selection of Bonds for Redemption ................................................... 22
Section 3.03 Notice of Redemption ........................................................................ 22
Section 3.04 Effect of Notice of Redemption ......................................................... 23
ARTICLE IV REVENUES AND FUNDS ........................................................................... 23
Section 4.01 Pledge of Revenues and Assets; Establishment of Funds .................. 23
Section 4.02 Loan Fund .......................................................................................... 24
Section 4.03 Application of Revenues .................................................................... 24
Section 4.04 Application of Bond Fund ................................................................. 25
Section 4.05 Application of Redemption Fund....................................................... 25
Section 4.06 Reserved ............................................................................................. 25
Section 4.07 Reserved ............................................................................................. 25
Section 4.08 Investment of Funds ........................................................................... 25
Section 4.09 Money Held for Particular Bonds; Funds Held in Trust .................... 26
Section 4.10 Accounting Records ........................................................................... 26
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Section 4.11 Amounts Remaining in Funds ........................................................... 26
Section 4.12 Cost of Issuance Fund ........................................................................ 27
Section 4.13 Rebate Fund; Compliance With Tax Certificate ................................ 27
ARTICLE V GENERAL COVENANTS AND REPRESENTATIONS ............................ 28
Section 5.01 Payment of Principal and Interest ...................................................... 29
Section 5.02 Performance of Covenants ................................................................. 29
Section 5.03 Representations and Warranties of the Issuer; Power to Issue
Bonds and Make Pledge and Assignment .......................................... 29
Section 5.04 Inspection of Project Books ............................................................... 29
Section 5.05 Tax Covenants. (a) Issuer’s Covenants. The Issuer covenants to
and for the benefit of the Holders of the Bonds that it will: .............. 30
ARTICLE VI DEFAULT PROVISIONS AND REMEDIES OF TRUSTEE AND
BONDHOLDERS .......................................................................................... 31
Section 6.01 Events of Default ............................................................................... 31
Section 6.02 Acceleration; Other Remedies Upon Event of Default ...................... 32
Section 6.03 Rights of Bondholders ....................................................................... 33
Section 6.04 Waiver by Issuer ................................................................................ 33
Section 6.05 Application of Money After Default .................................................. 34
Section 6.06 Reserved ............................................................................................. 35
Section 6.07 Remedies Vested in Trustee............................................................... 35
Section 6.08 Remedies of Bondholders .................................................................. 35
Section 6.09 Termination of Proceedings ............................................................... 35
Section 6.10 Waivers of Events of Default ............................................................. 35
Section 6.11 Notice to Bondholders if Default Occurs........................................... 36
ARTICLE VII CONCERNING THE TRUSTEE .................................................................. 36
Section 7.01 Standard of Care ................................................................................ 36
Section 7.02 Reliance Upon Documents ................................................................ 37
Section 7.03 Use of Proceeds.................................................................................. 40
Section 7.04 Trustee May Hold Bonds ................................................................... 40
Section 7.05 Trust Imposed .................................................................................... 40
Section 7.06 Compensation of Trustee ................................................................... 40
Section 7.07 Qualifications of Trustee.................................................................... 41
Section 7.08 Merger of Trustee .............................................................................. 41
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Section 7.09 Resignation by the Trustee................................................................. 42
Section 7.10 Removal of the Trustee ...................................................................... 42
Section 7.11 Appointment of Successor Trustee .................................................... 42
Section 7.12 Concerning Any Successor Trustee ................................................... 43
Section 7.13 Successor Trustee as Trustee, Paying Agent and Bond
Registrar ............................................................................................. 43
Section 7.14 Appointment of Co-Trustee or Separate Trustee ............................... 43
Section 7.15 Notice of Certain Events .................................................................... 45
Section 7.16 Partial Release of Mortgage ............................................................... 45
Section 7.17 Filing of Financing Statements .......................................................... 45
ARTICLE VIII SUPPLEMENTAL INDENTURES AND AMENDMENTS OF
CERTAIN DOCUMENTS ............................................................................ 46
Section 8.01 Supplemental Indentures Not Requiring Consent of
Bondholders ....................................................................................... 46
Section 8.02 Supplemental Indentures Requiring Consent of Bondholders ........... 46
Section 8.03 Amendments to Financing Agreement Not Requiring Consent
of Bondholders ................................................................................... 48
Section 8.04 Amendments to Financing Agreement Requiring Consent of
Bondholders ....................................................................................... 48
Section 8.05 Reserved ............................................................................................. 48
Section 8.06 Opinion of Bond Counsel Required ................................................... 48
ARTICLE IX SATISFACTION AND DISCHARGE OF INDENTURE............................ 49
Section 9.01 Discharge of Lien ............................................................................... 49
Section 9.02 Reserved ............................................................................................. 50
Section 9.03 Discharge of Liability on Bonds ........................................................ 50
Section 9.04 Payment of Bonds After Discharge of Indenture ............................... 50
Section 9.05 Deposit of Money or Securities With Trustee ................................... 50
ARTICLE X INTENTIONALLY OMITTED .................................................................... 51
ARTICLE XI MISCELLANEOUS ...................................................................................... 51
Section 11.01 Consents and Other Instruments of Bondholders .............................. 51
Section 11.02 Reserved ............................................................................................. 51
Section 11.03 Limitation of Rights ........................................................................... 51
Section 11.04 Severability ........................................................................................ 52
Section 11.05 Notices ............................................................................................... 52
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Section 11.06 Reserved ............................................................................................. 54
Section 11.07 Trustee as Paying Agent and Bond Registrar .................................... 54
Section 11.08 Payments Due on Non-Business Days ............................................... 54
Section 11.09 Counterparts ....................................................................................... 54
Section 11.10 Governing Law .................................................................................. 54
Section 11.11 No Recourse ....................................................................................... 54
Section 11.12 Parity of Series ................................................................................... 55
EXHIBIT A FORM OF BOND ............................................................................................ 1
EXHIBIT B FORM OF PURCHASER’S LETTER ............................................................ 1
EXHIBIT C [RESERVED] .................................................................................................. 1
EXHIBIT D [RESERVED] .................................................................................................. 1
EXHIBIT E AMORTIZATION SCHEDULE ..................................................................... 1
February 9, 2016 Official Minutes 666
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AMENDED AND RESTATED TRUST INDENTURE
THIS AMENDED AND RESTATED TRUST INDENTURE, dated as of March 1, 2016
(the “Indenture”), by and between the COUNTY OF CONTRA COSTA (the “Issuer”), a
political subdivision of the State of California (the “State”), and U.S. BANK NATIONAL
ASSOCIATION, a national banking association organized and existing under and by virtue of
the laws of the United States of America, as successor trustee (together with any successor
trustee hereunder and their respective successors and assigns, the “Trustee”), and amending and
restating that certain Trust Indenture, dated as of October 1, 1999 (the “Original Indenture”),
between the Issuer and the Trustee;
W I T N E S S E T H:
WHEREAS, the Issuer is authorized by Article 11 of Chapter 3 of Part 1 of Division 2 of
the Government Code of the State of California (the “Refunding Law”) to issue its revenue
bonds and loan the proceeds thereof to refinance the acquisition, construction and development
of multifamily rental housing for persons and families of low or moderate income; and
WHEREAS, pursuant to the Refunding Law and the Original Indenture, the Issuer issued
its County of Contra Costa Variable Rate Multifamily Housing Refunding Revenue Bonds (Delta
Square Apartments Project) 1999 Series H (the “Bonds”) to refinance the acquisition and
construction of a multifamily residential development now known as “Mira Vista Hills
Apartments” (the “Project”); and
WHEREAS, the Bonds are outstanding in the aggregate principal amount of
$10,655,000 and all of the Bonds are presently owned by Reliant CAP VIII, LLC, a California
limited liability company (the “Bondholder”); and
WHEREAS, the Issuer has entered into a Financing Agreement, dated as of October 1,
1999 (the “Original Financing Agreement”), with the Trustee and Reliant – Mira Vista, L.P., a
California limited partnership (the “Borrower”), as the assignee of Runaway Bay, LLC, a
Delaware limited liability company, the assignee of Delta Square-Oxford Limited Partnership, a
Maryland limited partnership (“DSOLP”), for the making a mortgage loan to DSOLP to
refinance the cost of the acquisition and construction of the Project; and
WHEREAS, the Borrower’s obligation to repay the loan is evidenced by a promissory
Note (the “Original Note”), endorsed by the Issuer to the Trustee pursuant to the Original
Indenture; and
WHEREAS, the Borrower’s obligations under the Original Note are secured by a
Multifamily Deed of Trust, Assignment of Rents, Security Agreement and Fixture Filing, dated
as of October 1, 1999 (the “Original Mortgage”); and
WHEREAS, the Borrower has requested the Issuer and the Trustee to enter into this
Indenture and an Amended and Restated Financing Agreement, dated as of March 1, 2016 (the
“Financing Agreement”), and to approve an amendment and restatement of the Original Note (as
amended and restated, the “Note”) and an amendment and restatement of the Original Mortgage
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(as amended and restated, the “Mortgage”), and that the Bondholder approve the execution and
delivery of this Indenture, the Financing Agreement, the Note and the Mortgage; and
WHEREAS, the Issuer and the Trustee have agreed to execute and deliver this Indenture
and the Financing Agreement and have approved the execution and delivery of the Note and the
Mortgage and the Bondholder has approved the execution and delivery of this Indenture, the
Financing Agreement, the Note and the Mortgage; and
WHEREAS, upon the execution and delivery of this Indenture, the Bonds will be
designated “County of Contra Costa Multifamily Housing Refunding Revenue Bonds (Mira
Vista Hills Apartments Project) 1999 Series H”.
NOW, THEREFORE, the Issuer, in consideration of the foregoing, and for other good
and valuable consideration, the receipt of which is hereby acknowledged, to secure the payment
of the principal of, and interest on the Bonds according to their tenor and effect, and the
performance and observance by the Issuer of all the covenants expressed or implied herein and in
the Bonds, does hereby grant, bargain, sell, convey, pledge and assign a security int erest, unto
the Trustee, and its successors in trust and its and their assigns in and to the following (said
property being herein referred to as the “Trust Estate”), to wit:
GRANTING CLAUSE FIRST
All right, title and interest of the Issuer in and to all Revenues.
GRANTING CLAUSE SECOND
All right, title and interest of the Issuer in and to the Financing Agreement, the Note and
the Mortgage (other than the Unassigned Rights), including all extensions and renewals of the
terms thereof, if any, including, but without limiting the generality of the foregoing, the present
and continuing right to receive, receipt for, collect or make claim for any of the money, income,
revenues, issues, profits and other amounts payable or receivable thereunder, whether payable
under the above-referenced documents or otherwise, to bring actions and proceedings thereunder
or for the enforcement thereof, and to do any and all things which the Issuer or any other Person
is or may become entitled to do under said documents.
GRANTING CLAUSE THIRD
Except for funds, money or securities in the Rebate Fund, all funds, money and securities
and any and all other rights and interests in property whether tangible or intangible from time to
time hereafter by delivery or by writing of any kind, conveyed, mortgaged, pledged, assigned or
transferred as and for additional security hereunder for the Bonds by the Issuer or by anyone on
its behalf or with its written consent to the Trustee, which is hereby authorized to receive any and
all such property at any and all times and to hold and apply the same subject to the terms hereof.
TO HAVE AND TO HOLD, all the same with all privileges and appurtenances hereby
conveyed and assigned, or agreed or intended so to be, to the Trustee and its successors in said
trust and to them and their assigns forever;
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IN TRUST NEVERTHELESS, upon the terms and trusts herein set forth for the equal
and proportionate benefit, security and protection of all Holders of the Bonds issued under and
secured by this Indenture without privilege, priority or distinction as to lien or otherwise of any
of the Bonds over any of the other Bonds, except as set forth in this Indenture;
PROVIDED, HOWEVER, that if the Issuer or its successors or assigns shall pay or cause
to be paid to the Holders of the Bonds the principal, interest and, to become due thereon at the
times and in the manner provided in Article IX hereof, and if the Issuer shall keep, perform and
observe, or cause to be kept, performed and observed, all of its covenants, warranties and
agreements contained herein, then these presents and the estate and rights hereby granted shall, at
the option of the Issuer, cease, terminate and be void, and thereupon the Trustee shall cancel and
discharge the lien of this Indenture and execute and deliver to the Issuer such instruments in
writing as shall be requisite to satisfy the lien hereof, and, subject to the provisions of
Sections 4.09 and 4.11 and Article IX hereof, reconvey to the Issuer the estate hereby conveyed,
and assign and deliver to the Issuer any property at the time subject to the lien of this Indenture
which may then be in its possession, except for the Rebate Fund; otherwise this Indenture to be
and remain in full force and effect and upon the trusts and subject to the covenants and
conditions hereinafter set forth.
AND IT IS HEREBY COVENANTED AND AGREED by and between the parties
hereto, that the terms and provisions upon which the Bonds are to be issued, executed,
authenticated, delivered and secured, and the trusts and conditions upon which the Trust Estate is
to be held and disposed of, which said trusts and conditions the said Trustee hereby accepts and
agrees to discharge, are as follows (except that in the performance of the agreements of the
Issuer herein contained, any obligation it may thereby incur for the payment of money shall not
be a general obligation of the Issuer nor a debt or pledge of the faith and credit of the Issuer or
the State, but shall be payable solely from the revenues and funds pledged for its payment in
accordance with this Indenture):
ARTICLE I
DEFINITIONS
Section 1.01 Definitions. Terms used herein and not otherwise defined shall have
the meaning provided in the Indenture. The terms used in this Indenture (except as herein
otherwise expressly provided or unless the context otherwise requires) for all purposes of this
Indenture and of any indenture supplemental hereto shall have the respective meanings specified
below:
“Accredited Investor” means an “accredited investor” as defined in Regulation D
promulgated under the Securities Act of 1933, as in effect on the date hereof.
“Act” means Chapter 7 of Part 5 of Division 31 of the California Health and Safety Code
as now in effect and as it may from time to time hereafter be amended and supplemented.
“Amendment Date” means _______________, 2016, the date of execution and delivery
of this Indenture.
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“Authorized Amount” shall mean $10,655,000, the principal amount of Bonds
outstanding under this Indenture on the Amendment Date.
“Authorized Denomination” means $100,000 or any dollar amount in excess thereof;
provided that if at any time the outstanding amount of Bonds is less than $100,000, one Bond
may remain outstanding in such lesser amount.
“Authorized Officer” means (a) when used with respect to the Issuer, the Chair or Vice-
Chair of the Board of Supervisors, the County Administrator, the Director of the Department of
Conservation and Development, the Assistant Deputy Director of the Department of
Conservation and Development, the Community Development Bond Program Manager, and any
other officer of the Issuer designated by certificate of any of the foregoing as authorized by the
Issuer to perform a specified act, sign a specified document or otherwise take action with respect
to the Bonds, (b) when used with respect to the Borrower, such additional Person or Persons, if
any, duly designated by the Borrower in writing to act on its behalf, and (c) when used with
respect to the Trustee, any authorized signatory of the Trustee, or any Person who is authorized
in writing to take the action in question on behalf of the Trustee.
“Bond Counsel” means Orrick, Herrington & Sutcliffe LLP, or any other firm of
attorneys selected by the Issuer that is experienced in matters relating to the issuance of
obligations by states and their political subdivisions that is listed as municipal bond attorneys in
The Bond Buyer’s Municipal Marketplace.
“Bond Fund” means the Bond Fund established by the Trustee pursuant to Section 4.01
hereof.
“Bond Payment Date” means each January 15, April 15, July 15, and October 15,
commencing April 15, 2016.
“Bond Rate” means _________________ percent (____%), which is the interest rate on
the Bonds.
“Bond Register” means the books or other records maintained by the Bond Registrar
setting forth the registered Holders from time to time of the Bonds.
“Bond Registrar” means the Trustee acting as such, and any other bond registrar
appointed pursuant to this Indenture.
“Bond Year” means, with respect to an issue of Bonds, each one-year period that ends at
the close of business on the day in the calendar year that is selected by Borrower as indicated in
the Tax Certificate. The first and last Bond Years may be short periods. If no day is selected by
Borrower before the earlier of the final maturity of an issue of Bonds or the date that is five years
after the Closing Date of such issue of Bonds, each Bond Year ends on each anniversary of the
Closing Date for such issue of Bonds and on the final maturity of such issue of Bonds.
“Bondholder” or “Holder” or “Owner” means any Person who shall be the registered
owner of any Outstanding Bond or Bonds.
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“Bondholder Representative” means any Person appointed to such position by written
instrument signed a majority of the Holders of the Outstanding Bonds. If there is no appointed
Bondholder Representative, the Holder of a majority or plurality of the Outstanding Bonds shall
be deemed to be the Bondholder Representative. The initial Bondholder Representative is
Reliant CAP VIII, LLC, a California limited liability company.
“Bonds” means, the “County of Contra Costa Multifamily Housing Refunding Revenue
Bonds (Mira Vista Hills Apartments Project) 1999 Series H”.
“Borrower” means Reliant-Mira Vista, L.P., a limited partnership duly organized and
existing under the laws of the State of California, or any of its permitted successors or assigns, as
owner of the Project.
“Business Day” means any day other than (a) a Saturday, (b) a Sunday, (c) a day on
which the Federal Reserve Bank of New York is authorized or obligated by law or executive
order to remain closed, (d) a day on which the Principal Office of the Bondholder Representative
is closed, or (e) a day on which (i) banking institutions in the City of New York or in the city in
which the Principal Office of the Trustee or the Bondholder Representative is located are
authorized or obligated by law or executive order to be closed or (ii) the New York Stock
Exchange is closed.
“Certificate of the Issuer” and “Request of the Issuer” mean, respectively, a written
certificate or request signed in the name of the Issuer by an Authorized Officer of the Issuer or
such other Person as may be designated and authorized to sign for the Issuer. Any such
instrument and supporting opinions or representations, if any, may, but need not, be combined in
a single instrument with any other instrument, opinion or representation, and the two or more so
combined shall be read and construed as a single instrument.
“Code” means the Internal Revenue Code of 1986 and the regulations promulgated
thereunder.
“Electronic Notice” means delivery of notice in a Word format or a Portable Document
Format (PDF) by electronic mail to the electronic mail addresses listed in Section 11.05 hereof;
provided, that if a sender receives notice that the electronic mail is undeliverable, notice must be
sent as otherwise required by Section 11.05 hereof.
“Event of Default” or “event of default” means any of those events specified in and
defined by the applicable provisions of Article VI hereof to constitute an event of default.
“Excess Cash Flow” means, with respect to the Loan and the Project, for any period,
seventy five percent (75%) of the excess of (a) Gross Revenue over (b) all Property Expenses.
“Extraordinary Services” means and includes, but not by way of limitation, services,
actions and things carried out and all expenses incurred by the Trustee in respect of or to prevent
default under this Indenture or the Loan Documents, including any reasonable attorneys’ or
agents’ fees and expenses and other litigation costs that are entitled to reimbursement under the
terms of the Financing Agreement, and other actions taken and carried out by the Trustee which
are not expressly set forth in this Indenture or the Loan Documents.
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“Financing Agreement” means the Amended and Restated Financing Agreement dated as
of the date hereof among the Borrower, the Issuer and the Trustee, as such Financing Agreement
may from time to time be amended or supplemented.
“Government Obligations” means investments meeting the requirements of clauses (a) or
(b) of the definition of “Qualified Investments” herein.
“Gross Revenue” means the gross revenues generated by the Projects from all sources
during such period (excluding, however, the proceeds of casualty insurance (other than rent loss
insurance), condemnation proceeds, capital contributions, loans or advances, rental income
prepaid more than one month in advance and other unusual or extraordinary cash items the use
and application of which is restricted or encumbered by the Senior Documents.
“Indenture” means this Amended and Restated Trust Indenture, as the same may be
amended, modified or supplemented from time to time.
“Issue Date” means October 21, 1999.
“Issuer” means the County of Contra Costa, a political subdivision, duly organized and
validly existing under the laws of the State of California, and its successors and assigns.
“Issuer Fee” means the Issuer’s annual fee in the amount of $15,125.
“Loan” means the loan made by the Issuer to the Borrower pursuant to the Financing
Agreement.
“Loan Documents” means, collectively, this Indenture, the Financing Agreement, the
Note, the Mortgage and all other documents securing the Loan.
“Maturity Date” means October 15, 2029.
“Mortgage” means the Subordinate Multifamily Deed of Trust, Assignment of Rents,
Security Agreement and Fixture Filing dated as of the date hereof, together with all riders and
addenda thereto, granting a second priority mortgage and security interest in the Project to the
Trustee to secure the repayment of the Loan as the same may be amended, supplemented or
restated.
“Net Proceeds” when used with respect to any insurance proceeds or condemnation
award with respect to the Project, shall mean the amount remaining (i) after deducting from the
gross proceeds thereof all expenses (including attorneys’ fees) incurred in the collection of such
proceeds or award and (ii) after applying such amounts as set forth in the Senior Loan
Documents.
“Note” means the amended and restated promissory note in the form attached to the
Financing Agreement as Exhibit A evidencing the obligation of the Borrower to make the Loan
Payments.
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“Original Bonds” means the County of Contra Costa Variable Rate Multifamily Housing
Refunding Revenue Bonds (Delta Square Apartments Project) 1999 Series H.
“Original Indenture” means the Trust Indenture, dated as of October 1, 1999, between
the Issuer and the Trustee.
“Outstanding” when used with respect to the Bonds or “Bonds Outstanding” means, as of
any date, all Bonds that have been duly authenticated and delivered by the Trustee under this
Indenture, except:
(a) Bonds surrendered and replaced upon exchange or transfer, or cancelled because
of payment or redemption, at or prior to such date;
(b) Bonds for the payment, redemption or purchase for cancellation of which
sufficient money has been deposited prior to such date with the Trustee (whether upon or prior to
the maturity, amortization or redemption date of any such Bonds), or which are deemed to have
been paid and discharged pursuant to the provisions of Section 9.01 hereof; provided that if such
Bonds are to be redeemed prior to the maturity thereof, other than by scheduled amortization,
notice of such redemption shall have been given or arrangements satisfactory to the Trustee shall
have been made therefor, or waiver of such notice satisfactory in form to the Trustee shall have
been filed with the Trustee;
(c) Bonds authorized but not yet drawn-down and delivered to the Bond Purchaser;
and
(d) Bonds in lieu of which others have been authenticated (or payment, when due, of
which is made without replacement) under Section 2.06 hereof.
“Person” means an individual, a corporation, a partnership, an association, a joint stock
company, a joint venture, a trust, an unincorporated association, a limited liability company or a
government or any agency or political subdivision thereof, or any other organization or entity
(whether governmental or private).
“Prepayment Premium” means the amount determined in accordance with the
Prepayment Premium Schedule attached as Exhibit C.
“Principal Office of the Trustee” means the office of the Trustee referenced in
Section 11.05(a) hereof, or such other office or offices as the Trustee may designate in writing
from time to time, or the office of any successor Trustee where it principally conducts its
business of serving as trustee under indentures pursuant to which municipal or governmental
obligations are issued.
“Project” means the 280-unit apartment complex known as Mira Vista Hills Apartments
located in the City of Antioch, California.
“Property Expenses” shall mean, for any period, all debt service, including interest
expense and the amortization of all principal under the Senior Loan for such period and the
current expenses, paid or accrued, of operation, maintenance and current repair of the Project, as
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calculated in accordance with generally accepted accounting principles, consistently applied, and
shall include, without limiting the generality of the foregoing, salaries, wages, employee
benefits, cost of materials and supplies, costs of routine repairs, renewals, replacements and
alterations occurring in the usual course of business, costs and expenses properly designated as
capital expenditures (e.g. repairs which would not be payable from amounts on deposit in a
repair and replacement fund held pursuant to the Senior Loan Documents), a management fee
(however characterized) not to exceed 4% of Gross Revenues, costs of billings and collections,
costs of insurance, asset management fees and costs of audits. Property Expenses shall not
include any payments, however characterized, on account of the Bonds or any other subordinate
financing in respect of the Property or other indebtedness, allowance for depreciation,
amortization or other non-cash items, gains and losses or prepaid expenses not customarily
prepaid.
“Qualified Investments” means any of the following if and to the extent permitted by law:
(a) direct and general obligations of the United States of America; (b) obligations of any agency
or instrumentality of the United States of America the payment of the principal of and interest on
which are unconditionally guaranteed by the full faith and credit of the United States of America;
(c) [Reserved]; (d) [Reserved]; (e) demand deposits or time deposits with, or certificates of
deposit issued by, the Trustee or its affiliates or any bank organized under the laws of the
United States of America or any state or the District of Columbia which has combined capital,
surplus and undivided profits of not less than $50,000,000; provided that the Trustee or such
other institution has been rated at least “VMIG-1”/“A-2+” by Moody’s/S&P or which deposits or
certificates are fully insured by the Federal Deposit Insurance Corporation or collateralized
pursuant to the requirements of the Office of the Comptroller of the Currency; (f) investment
agreements with Freddie Mac or a bank or any insurance company or other financial institution
which has a rating assigned by Moody’s/S&P to its outstanding long-term unsecured debt which
is the highest rating (as defined below) for long-term unsecured debt obligations assigned by
Moody’s/S&P, and which are approved by the Bondholder Representative; or (g) any other
investments approved in writing by the Bondholder Representative. For purposes of this
definition, the “highest rating” shall mean a rating of at least “VMIG-1”/“A-1+” for obligations
with less than one year maturity; at least “Aaa”/“VMIG-1”/“AAA”/“A-1+” for obligations with a
maturity of one year or greater but less than three years; and at least “Aaa”/“AAA” for
obligations with a maturity of three years or greater. Qualified Investments must be limited to
instruments that have a predetermined fixed-dollar amount of principal due at maturity that
cannot vary or change and interest, if tied to an index, shall be tied to a single interest rate index
plus a single fixed spread, if any, and move proportionately with such index.
“Rebate Analyst” means a certified public accountant, financial analyst or bond counsel,
or any firm of the foregoing, or financial institution (which may include the Trustee) experienced
in making the arbitrage and rebate calculations required pursuant to Section 148 of the Code,
selected and retained by the Borrower at the expense of the Borrower, with the prior written
consent of the Issuer, to make the computations required under this Indenture and the Financing
Agreement.
“Rebate Fund” means the Rebate Fund established by the Trustee pursuant to Section
4.01 hereof.
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“Record Date” means the 1st day of the month in which any Bond Payment Date falls.
“Redemption Fund” means the Redemption Fund established by the Trustee pursuant to
Section 4.01 hereof.
“Regulatory Agreement” means the Amended and Restated Regulatory Agreement and
Declaration of Restrictive Covenants, dated as of October 1, 1999, among the Issuer, the Trustee
and Delta Square-Oxford Limited Partnership (the obligations under which have been assigned
to and assumed by the Borrower), relating to the Project, as the same may be amended, modified
or supplemented from time to time.
“Responsible Officer” means any officer of the Trustee employed within or otherwise
having regular responsibility in connection with the corporate trust department of the Trustee and
the trusts created hereunder.
“Revenue Fund” means the Revenue Fund established by the Trustee pursuant to
Section 4.01 hereof.
“Revenues” means (a) all payments made with respect to the Loan pursuant to the
Financing Agreement, the Note or the Mortgage, including all casualty or other insurance
benefits and condemnation awards paid in connection therewith and (b) all money and securities
held by the Trustee in the funds and accounts established pursuant to this Indenture (excluding
money or securities in the Rebate Fund), together with all investment earnings thereon.
Senior Borrower Note” means the $31,320,000 Multifamily Note dated as of
September 15, 2015 from Borrower to the Senior Lender to evidence its indebtedness under the
Senior Loan or any replacement note evidencing an indebtedness under a Senior Loan.
“Senior Lender” means Citibank, N.A. or any lender providing any replacement senior
loan facility approved by the Bondholder Representative in its sole discretion.
“Senior Loan” means the mortgage loan in the original principal amount of $31,320,000
by the Senior Lender to the Borrower, or any replacement senior loan facility approved by the
Bondholder Representative in its sole discretion.
“Senior Loan Documents” means the documents related to the Senior Loan, including
the Senior Borrower Note, the Senior Mortgage and any and all other documents, agreements, or
instruments which evidence or secure the indebtedness evidenced by the Senior Borrower Note,
or all documents related to any replacement senior loan facility approved by the Bondholder
Representative in its sole discretion.
“Senior Mortgage” means the first-lien priority Multifamily Deed of Trust, Assignment
of Leases and Rents, Security Agreement and Fixture Filing dated as of September 15, 2015
from Borrower for the benefit of the Senior Lender to secure the repayment of the Senior
Borrower Note.
“Senior Obligations” means and includes, collectively, and without limitation, each of the
following: (a) all debt service payments (including, but not limited to, interest and principal,
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whether at maturity or by mandatory sinking fund payments, redemption, acceleration or
otherwise) on the Senior Loan, (b) all obligations of the Borrower under the Senior Loan
Documents, and (c) all obligations in respect of all Property Expenses.
“State” means the State of California.
“Tax Certificate” shall mean the Tax Certificate and Agreement, dated the Closing Date,
executed and delivered by the Issuer and the Borrower.
“Trustee” means U.S. Bank National Association and its successors hereunder.
“Trust Estate” shall have the meaning given to that term in the Granting Clauses.
“Unassigned Rights” means all of the rights of the Issuer and its officers, supervisors,
elected officials, attorneys, accountants, employees, agents and consultants to be held harmless
and indemnified, to be paid its fees and expenses, to give or withhold consent to amendments,
changes, modifications and alterations, to receive notices and the right to enforce such rights.
Section 1.02 Interpretation. The words “hereof,” “herein,” “hereunder,” and other
words of similar import refer to this Indenture as a whole and not to any particular Article,
Section or other subdivision. Words of the masculine gender shall be deemed and construed to
include correlative words of the feminine and neuter genders. Words importing the singular
number shall include the plural number and vice versa unless the context shall otherwise
indicate. All accounting terms not otherwise defined herein have the meanings assigned to them
in accordance with generally accepted accounting principles as in effect from time to time.
References to Articles, Sections, and other subdivisions of this Indenture are to the designated
Articles, Sections and other subdivisions of this Indenture as originally executed. The headings
of this Indenture are for convenience only and shall not define or limit the provisions hereof.
ARTICLE II
THE BONDS
Section 2.01 The Bonds.
(a) The Original Bonds were issued on the Issue Date pursuant to the Original
Indenture in the aggregate principal amount of $12,100,000. The Bonds are hereby authorized to
be re-designated “County of Contra Costa Multifamily Housing Refunding Revenue Bonds
(Mira Vista Hills Apartments Project) 1999 Series H.” The Bonds are Outstanding on the
Amendment Date in the aggregate principal amount of $10,655,000. The Bonds shall be fully
registered as to principal and interest, without coupons, and shall be numbered in the manner and
with any additional designation as the Trustee, as Bond Registrar, deems necessary for the
purpose of identification. All of the Bonds are equally and ratably secured. The Bonds shall be
dated the Issue Date. The Bonds shall be due and payable in full on the Maturity Date.
(b) Interest on the Bonds shall be computed on the basis of a 360-day year consisting
of twelve 30-day months. Interest on the Bonds shall be payable on each Bond Payment Date to
the registered holder thereof on the Record Date.
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(c) The Bonds shall be issued in Authorized Denominations and shall bear interest
payable on each Bond Payment Date at the Bond Rate. Payment of the principal of and interest
on the Bonds shall be payable on each Bond Payment Date, as to principal and interest, solely
from available Revenues received by the Trustee pursuant to the provisions of the Note and the
Financing Agreement; provided, however, such payments shall be first applied to the payment of
the interest on the Bonds due and payable on such Bond Payment Date. Unpaid principal of and
interest on the Bonds, and other overdue amounts under this Indenture, shall accrue interest at
the Bond Rate.
(d) The Person in whose name any Bond is registered on the Record Date with
respect to an Bond Payment Date shall be entitled to receive the interest payable on such Bond
Payment Date (unless such Bond has been called for redemption on a redemption date which is
prior to such Bond Payment Date) notwithstanding the cancellation of such Bond upon any
registration of transfer or exchange thereof subsequent to such Record Date and prior to such
Bond Payment Date; provided, however, that if and to the extent the Issuer shall default in the
payment of the interest due on any Bond Payment Date, such defaulted interest shall be paid as
provided in the next paragraph.
(e) No Bonds may be issued under the provisions of this Indenture except in
accordance with this Article. The total principal amount of Bonds that may be Outstanding
hereunder from and after the Amendment Date, or in substitution for other Bonds pursuant to
Section 2.06 hereof, is expressly limited to $10,655,000.
Section 2.02 Limited Obligations. THE BONDS ARE LIMITED OBLIGATIONS
OF THE ISSUER, PAYABLE SOLELY FROM THE TRUST ESTATE AND OTHER
SOURCES PROVIDED THEREFOR IN THE INDENTURE. THE BONDS ARE NOT A
DEBT OF THE ISSUER, THE STATE OF CALIFORNIA OR ANY POLITICAL
SUBDIVISION THEREOF. NEITHER THE FAITH AND CREDIT NOR THE TAXING
POWER OF THE STATE OF CALIFORNIA OR THE ISSUER IS PLEDGED TO THE
PAYMENT OF THE PRINCIPAL OF OR THE INTEREST ON THE BONDS.
The Issuer shall not be liable for payment of the principal of, redemption price or interest
on the Bonds or any other costs, expenses, losses, damages, claims or actions of any conceivable
kind on any conceivable theory, under or by reason of or in connection with this Indenture, the
Bonds or any other documents, except only to the extent amounts are received for the payment
thereof from the Borrower under the Financing Agreement.
No recourse shall be had for the payment of the principal of, or interest on any Bond or
for any claim based thereon or upon any obligation, covenant or agreement in this Indenture
contained, against, the Issuer, any past, present or future member of its governing body, its
officers, attorneys, accountants, financial advisors, agents or staff or the officers, attorneys,
accountants, financial advisors, agents or staff of any successor public entity, as such, either
directly or through the Issuer or any successor public entity, under any rule of law or penalty or
otherwise, and all such liability of the Issuer, any member of its governing body and its officers,
attorneys, accountants, financial advisors, agents and staff is hereby, and by the acceptance of the
Bonds, expressly waived and released as a condition of, and in consideration for, the execution
of this Indenture and the issuance of the Bonds.
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It is recognized that notwithstanding any other provision of this Indenture, neither the
Borrower, the Trustee nor any Bondholder shall look to the Issuer for damages suffered by the
Borrower, the Trustee or such Bondholder as a result of the failure of the Issuer to perform any
covenant, undertaking or obligation under this Indenture, the Financing Agreement, the Bonds or
any of the other documents referred to herein, or as a result of the incorrectness of any
representation made by the Issuer in any of such documents, nor for any other reason. Although
this Indenture recognizes that such documents shall not give rise to any pecuniary liability of the
Issuer, nothing contained in this Indenture shall be construed to preclude in any way any action
or proceeding (other than that element of any action or proceeding involving a claim for
monetary damages against the Issuer) in any court or before any governmental body, agency or
instrumentality or otherwise against the Issuer or any of its officers or employees to enforce the
provisions of any of such documents which the Issuer is obligated to perform and the
performance of which the Issuer has not assigned to the Trustee or any other person; provided,
however, that as a condition precedent to the Issuer proceeding pursuant to this Section 2.02, the
Issuer shall have received satisfactory indemnification.
Section 2.03 Indenture Constitutes Contract. In consideration of the purchase and
acceptance of the Bonds issued hereunder by those who shall hold them from time to time, the
provisions of this Indenture shall be part of the contract of the Issuer with the Holders of the
Bonds and shall be deemed to be a contract between the Issuer and the Holders of the Bonds
from time to time.
Section 2.04 Form and Execution. The Bonds shall be in substantially the form
attached as Exhibit A, with necessary and appropriate variations, omissions and insertions as are
customary, permitted or required by this Indenture. The Bonds shall be executed on behalf of the
Issuer by the manual or facsimile signature of any Authorized Officer. Any facsimile signature
shall have the same force and effect as if said officer had manually signed the Bonds.
In case any officer of the Issuer whose manual or facsimile signature shall appear on any
Bond shall cease to be such officer before the delivery of such Bond such signature or such
facsimile shall nevertheless be valid and sufficient for all purposes, the same as if he or she had
remained in office until delivery, and also any Bond may bear the facsimile signatures of, or may
be signed by, such Persons as at the actual time of the execution of such Bond shall be the proper
officers to sign such Bond although at the date of such Bond such Persons may not have been
such officers.
Section 2.05 Authentication. No Bond shall be valid or obligatory for any purpose
or entitled to any security or benefit under this Indenture unless a certificate of authentication on
such Bond, substantially in the form set forth in Exhibit A, shall have been duly executed by an
Authorized Officer of the Trustee; and such executed certificate of authentication upon any such
Bond shall be conclusive evidence that such Bond has been duly executed, registered,
authenticated and delivered under this Indenture. It shall not be necessary that the same Person
sign the certificate of authentication on all of the Bonds.
Section 2.06 Mutilated, Lost, Stolen or Destroyed Bonds. In the event any Bond is
mutilated, lost, stolen or destroyed, the Issuer shall execute and the Trustee shall authenticate a
new Bond of like denomination, interest rate, series, maturity and tenor in exchange and
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substitution for and upon cancellation of such mutilated Bond or in lieu of and in substitution for
such lost, stolen or destroyed Bond, upon payment by the Owner thereof of any applicable tax or
governmental charge and the reasonable expenses and charges of the Issuer and the Trustee in
connection therewith, and in the case of a Bond lost, stolen or destroyed, the filing with the
Trustee of evidence satisfactory to it that such Bond was lost, stolen or destroyed, and of the
ownership thereof, and furnishing the Issuer and the Trustee with indemnity satisfactory to each
of them. In the event any such Bond shall have matured, instead of issuing a duplicate Bond or
Bonds the Issuer may pay the same without surrender thereof.
Section 2.07 Transfer and Exchange of Bonds; Persons Treated as Owners;
Restrictions on Transfer. The Trustee as Bond Registrar shall cause a Bond Register to be kept
for the registration of transfers of Bonds. Any Bond may be transferred only upon an assignment
duly executed by the registered Owner or such registered Owner’s duly authorized representative
in such form as shall be satisfactory to the Bond Registrar and upon surrender of such Bond to
the Trustee for cancellation. Whenever any Bond or Bonds shall be surrendered for transfer, the
Issuer shall execute and the Trustee shall authenticate and deliver to the transferee a replacement
fully registered Bond or Bonds, of Authorized Denomination or Denominations and for the
amount of such Bond or Bonds so surrendered.
Any Bond may, in accordance with its terms, be exchanged, at the office of the Trustee,
for a new fully registered Bond or Bonds, of the same maturity, of any Authorized Denomination
or Denominations and for the aggregate amount of such Bond then Outstanding.
In all cases in which Bonds shall be transferred or exchanged hereunder, the Trustee may
make a charge sufficient to reimburse it for any tax, fee or other governmental charge required to
be paid with respect to such transfer or exchange. The cost of printing Bonds and any services
rendered or expenses incurred by the Trustee in connection with any transfer or exchange shall
be paid by the Bond Owners.
The Person in whose name any Bond shall be registered shall be deemed and regarded as
the absolute owner thereof for all purposes and payment of or on account of the principal of and
interest on any such Bond shall be made only to or upon the order of the registered Owner
thereof, or such registered Owner’s legal representative, and neither the Issuer nor the Trustee
shall be affected by any notice to the contrary. All such payments shall be valid and effectual to
satisfy and discharge the liability upon such Bond to the extent of the sum or sums to be paid.
Neither the Issuer nor the Trustee shall be required to make any such exchange,
registration or transfer of Bonds during the period of fifteen (15) days immediately preceding an
Bond Payment Date or, in the case of any proposed redemption of Bonds, during the period of
fifteen (15) days immediately preceding the selection of Bonds for such redemption and after the
giving of notice of redemption, the Trustee is not required to transfer or exchange any Bond or
portion thereof which has been called for redemption.
Restrictions on Transfer. The following shall apply to all sales and transfers of the Bonds
after the applicable initial sale and delivery of the Bonds:
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(a) The Bonds, in the form attached hereto as Exhibit A, shall be physical certificated
instruments, and shall not be held in a book-entry only system unless approved in advance by the
Issuer;
(b) The Bonds shall be sold in Authorized Denominations;
(c) The Bonds shall only be sold and subsequently transferred to an Accredited
Investor, with such Accredited Investor executing and delivering an Investor Letter in the form
attached as Exhibit B hereto; and
(d) The Trustee shall not authenticate or register a Bond unless it has received a
certificate from the Issuer stating that the conditions of this Section 2.07 have been satisfied and
there shall have been delivered to the Trustee an Investor Letter executed by the transferee of the
Bonds;
Section 2.08 Temporary Bonds. Until definitive Bonds are ready for delivery, there
may be executed, and upon the request of the Issuer the Trustee shall authenticate and deliver, in
lieu of definitive Bonds temporary printed, typewritten, engraved or lithographed Bonds, in such
denomination or denominations as shall be determined by the Issuer, in fully registered form, in
substantially the form hereinabove set forth and with such appropriate omissions, insertions and
variations as may be required.
If temporary Bonds shall be issued, the Issuer shall cause the definitive Bonds to be
prepared and to be executed and delivered to the Trustee, and the Trustee, upon presentation to
it, at the Principal Office of the Trustee, of any temporary Bond shall cancel the same and
authenticate and deliver in exchange therefor, without charge to the Owner thereof, a definitive
Bond or Bonds, as the case may be, of an equal aggregate principal amount, of the same
maturities and bearing interest at the same rates as the temporary Bond surrendered. Until so
exchanged the temporary Bonds shall in all respects be entitled to the same benefit and security
of this Indenture as the definitive Bonds to be issued and authenticated hereunder. Interest on
temporary Bonds, when due and payable, if the definitive Bonds shall not be ready for exchange,
shall be paid on presentation of such temporary Bonds and notation of such payment shall be
endorsed thereon by the Trustee.
Section 2.09 Delivery of Bonds. Upon the execution and delivery of this Indenture,
the Issuer shall execute and deliver to the Trustee, and the Trustee shall authenticate the Bonds
and deliver them to or upon the order of the Issuer.
Section 2.10 [Reserved]
Section 2.11 Subordination.
This Indenture and the Financing Agreement are and at all times shall be subject and
subordinate in all respects to the terms, provisions, conditions, covenants, liens and security
interests of the Senior Loan Documents. Correspondingly, payment of the indebtedness
evidenced by the Bonds is and shall be subject and subordinate in all respects to the prior
payment in full of all amounts due and payable in respect of the Senior Loan and the Senior Loan
Documents. Accordingly, the Bondholders expressly subject and subordinate all of their right,
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title and interest in and to the Bonds in all respects to the payment in full of the Senior Loan. In
addition, notwithstanding anything contained in this Indenture, the Financing Agreement, the
Note or the Mortgage to the contrary, the Issuer and the Trustee agree, and the Bondholders by
their acceptance of the Bonds agree, that:
(a) the sole source of funds available to the Issuer for the purpose of paying the
principal of, and interest on, the Bonds, including scheduled sinking fund payments, if any, shall
be the Revenues;
(b) the Note is payable solely from, and only to the extent of, the Revenues; provided,
however, nothing herein shall prohibit Borrower from making payments on the Note from
Borrower funds other than Revenues;
(c) payments of the principal of, and interest on, the Note shall be made only after all
current and past due Senior Obligations have been paid in full;
(d) the sole security for the Loan and the Note shall be the Mortgage;
(e) the obligation of the Borrower to repay the Loan is and shall be subject and
subordinate in all respects to the obligations of the Borrower to pay all amounts due in respect of
the Senior Obligations, whether under the Senior Documents or otherwise;
(f) so long as any amounts are currently due and owning in respect of the Senior
Obligations, whether under the Senior Documents or otherwise, the Trustee shall not be entitled
to (1) make any payment in respect of the Bonds, (2) accelerate the Note or (3) foreclose on the
Mortgage notwithstanding (a) any arrearages in the payments of any amounts due and owing
under or with respect to the Bonds or (b) any default in respect of the Bonds, the Note, the
Mortgage or the Loan except as consented to in writing by the Senior Lenders; and
(g) unpaid principal and interest on the Bonds resulting from insufficient Revenues
may accrue and shall be payable after such accrual, provided that such principal and interest shall
be payable solely from, and only to the extent of, Revenues, provided further that payment of
such principal and interest is and shall remain subject and subordinate to the Senior Obligations.
Failure to make any payment in respect of the Bonds or otherwise under this Indenture due to
insufficient Revenues shall not constitute an Event of Default under (and as defined in) this
Indenture. The Trustee shall not, after the Trustee receives a notice of default or otherwise
acquires knowledge of a default or an Event of Default or potential default by the Borrower with
respect to the Senior Loan or under any Senior Loan Documents, make any payments in respect
of the Bonds unless and until such default or Event of Default or potential default has been cured
or waived by the Senior Lender.
The parties to this Indenture acknowledge that the terms of this Indenture are in all
respects subject to the Senior Loan Documents.
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ARTICLE III
REDEMPTION OF BONDS PRIOR TO MATURITY
Section 3.01 Redemption of Bonds Prior to Maturity. The Bonds are subject to
redemption upon the circumstances, on the dates and at the prices set forth as follows:
(a) The Bonds shall be subject to mandatory redemption in whole or in part, on a pro
rata basis, except as otherwise provided herein, on the next Bond Payment Date for which notice
of redemption can timely be given, at a redemption price equal to the principal amount of Bonds
to be redeemed plus interest accrued thereon to the date fixed for redemption upon prepayment
of the Loan in whole or in part following a casualty to or condemnation of the Project.
(b) The Bonds shall be subject to mandatory redemption in whole on the next date for
which notice of redemption can timely be given at a redemption price equal to the principal
amount of the Bonds to be redeemed plus interest accrued thereon to the date fixed for
redemption upon acceleration of the Loan in whole following an Event of Default under Article
VII of the Financing Agreement.
(c) Except as otherwise provided in this Article III, the Bonds are subject to optional
or mandatory redemption in whole or in part on any Business Day for which notice of
redemption can timely be given, in the event and to the extent that the Loan is prepaid pursuant
to the Note as set forth in Section 4.4 of the Financing Agreement, at a redemption price equal to
the principal amount of the Bonds to be redeemed plus the Prepayment Premium, plus accrued
interest to the redemption date.
(d) The Bonds shall be subject to mandatory redemption in part from mandatory
sinking fund payments on January 15, April 15, July 15, and October 15 of each year
commencing April 15, 2021, on the dates and at a redemption price equal to the principal amount
to be redeemed plus accrued interest thereon to the date fixed for redemption, as set forth in
Exhibit E hereto.
Section 3.02 Selection of Bonds for Redemption. (a) The Trustee shall select
Bonds subject to mandatory sinking fund redemption pursuant to Section 3.01(d) hereof by lot
within the appropriate maturity. If less than all the Bonds then Outstanding shall be called for
redemption other than as a result of mandatory sinking fund redemption pursuant to Section
3.01(d) hereof, the Trustee shall redeem an amount of Bonds so that the resulting decrease in
debt service on the Bonds in each semiannual period ending on an Bond Payment Date is
proportional, as nearly as practicable, to the decrease in the payments on the Note in each such
semiannual period, and the Bonds shall be selected by lot within each maturity, the cost of such
selection being at the Borrower’s expense.
In the event of a partial redemption of Bonds, pursuant to Section 3.01(a) or 3.01(c), the
Trustee shall redeem such Bonds and request from the Borrower a revised Exhibit E showing
adjusted principal amortization of the Bonds following such partial redemption.
(b) Bonds shall be redeemed pursuant to this Article III in a manner consistent with the
definition of Authorized Denominations (i.e. each Bond shall remain at all times Outstanding in
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an amount of at least $100,000 until the total amount Outstanding is less than $100,000, at which
point the principal amount of such Bond may be reduced below $100,000 in increments of one
dollar or more).
Section 3.03 Notice of Redemption. Notice of the intended redemption of each
Bond shall be given by the Trustee by first class mail, postage prepaid, or by facsimile
transmission, to the registered Owner at the address of such Owner shown on the Bond Register.
All such redemption notices shall be given not less than ten (10) days prior to the date fixed for
redemption. The Trustee may provide a conditional notice of redemption.
Notices of redemption shall state the redemption date and the redemption price, the place
or places where amounts due upon such redemption will be payable, and, if less than all of the
then Outstanding Bonds of each Series are called for redemption, shall state (i) the numbers of
the Bonds to be redeemed by giving the individual certificate number of each Bond to be
redeemed or shall state that all Bonds between two stated certificate numbers, both inclusive, are
to be redeemed or that all of the Bonds of one or more maturities have been called for
redemption only if bonds cease to be book entry-bonds; (ii) the Maturity Date of each Bond
being redeemed; (iii) the conditions, if any, which must be satisfied in order for the redemption
to take place on the scheduled date of redemption, and (iv) any other descriptive information
needed to identify accurately the Bonds being redeemed.
Failure to give notice by mailing to the registered Owner of any Bond designated for
redemption or to any depository or information service shall not affect the validity of the
proceedings for the redemption of any other Bond if notice of such redemption shall have been
mailed as herein provided.
Section 3.04 Effect of Notice of Redemption. If a conditional notice of redemption
has been provided pursuant to the terms of this Indenture and the conditions are not satisfied,
such notice of redemption shall be of no force and effect and the Bondholders shall be restored to
their former positions as though no such notice of redemption had been delivered. Notice of
redemption having been given in the manner provided in this Article III and if either there were
no conditions to such redemption or the conditions have been satisfied (or in the event no such
notice is required under Section 3.03), and money for the redemption being held by the Trustee
for that purpose, thereupon the Bonds so called for redemption shall become due and payable on
the redemption date, and interest thereon shall cease to accrue on such date; and such Bonds
shall thereafter no longer be entitled to any security or benefit under this Indenture except to
receive payment of the redemption price thereof.
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ARTICLE IV
REVENUES AND FUNDS
Section 4.01 Pledge of Revenues and Assets; Establishment of Funds. The pledge
and assignment of and the security interest granted in the Trust Estate pursuant to the Granting
Clauses hereof shall attach, be perfected and be valid and binding from and after the time of the
delivery of the Bonds by the Trustee or by any Person authorized by the Trustee to deliver the
Bonds. The Trust Estate so pledged and then or thereafter received by the Trustee shall
immediately be subject to the lien of such pledge and security interest without any physical
delivery thereof or further act, and the lien of such pledge and security interest shall be valid and
binding and prior to the claims of any and all parties having claims of any kind in tort, contract
or otherwise against the Issuer irrespective of whether such parties have notice thereof.
The Trustee shall establish, maintain and hold in trust the following funds and accounts,
each of which is hereby established and each of which shall be disbursed and applied only as
herein authorized:
(a) Revenue Fund;
(b) Bond Fund;
(c) Redemption Fund; and
(d) Rebate Fund.
The funds and accounts established pursuant to this Section 4.01 shall be maintained in
the corporate trust department of the Trustee as segregated trust accounts, separate and
identifiable from all other funds held by the Trustee. The funds and accounts established
hereunder shall bear a designation clearly indicating that the funds deposited therein are held for
the benefit of (i) the Holders of the Bonds, respecting the Revenue Fund, the Bond Fund and the
Redemption Fund, and (ii) the Borrower, respecting the Rebate Fund. The Trustee shall, at the
written direction of an Authorized Officer of the Issuer, and may, in its discretion, establish such
additional accounts within any Fund, and subaccounts within any of the accounts, as the Issuer or
the Trustee may deem necessary or useful for the purpose of identifying more precisely the
sources of payments into and disbursements from that Fund and its accounts, or for the purpose
of complying with the requirements of the Code relating to arbitrage, but the establishment of
any such account or subaccount shall not alter or modify any of the requirements of this Series
Indenture with respect to a deposit or use of money in the funds established hereunder, or result
in commingling of funds not permitted hereunder.
Section 4.02 [Reserved]
Section 4.03 Application of Revenues.
(a) All Revenues shall be deposited by the Trustee, promptly upon receipt thereof, to
the Revenue Fund, except (i) the proceeds of the Bonds received by the Trustee on the Closing
Date, which shall be applied in accordance with the provisions of Section 2.10 hereof; (ii) as
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otherwise specifically provided in subsection (c) of this Section 4.03 with respect to certain
deposits into the Redemption Fund; (iii) with respect to investment earnings to the extent
required under the terms hereof to be retained in the funds and accounts to which they are
attributable; and (iv) with respect to amounts required to be transferred between funds and
accounts as provided in this Article IV.
(b) On each Bond Payment Date or any other date on which payment of principal of
or interest on the Bonds becomes due and payable, the Trustee, Revenues available for such
purpose, shall credit the following amounts to the following funds, but in the order and within
the limitations hereinafter indicated with respect thereto, as follows:
FIRST: to the Bond Fund, an amount equal to the principal of and interest due on the
Bonds on such date; and
SECOND: to the Redemption Fund, an amount equal to the principal amount due and
payable on the Bonds with respect to mandatory sinking fund redemption or the maturity
of any Bond on such date; and
(c) Promptly upon receipt, the Trustee shall deposit directly to the Redemption Fund
(i) Net Proceeds representing casualty insurance proceeds or condemnation awards paid as a
prepayment of the Loan, after reimbursement of any and all amounts owed to the Bondholder
Representative and (ii) amounts paid to the Trustee to be applied to the redemption of all or a
portion of the Bonds pursuant to Article III hereof.
(d) Should the amount in the Bond Fund be insufficient to pay the amount due on the
Bonds on any given Bond Payment Date or other payment date, the Trustee shall credit to the
Bond Fund the amount of such deficiency by charging the following funds and accounts in the
following order of priority: (1) the Revenue Fund; and (2) the Redemption Fund, except no such
charge to the Redemption Fund shall be made from money to be used to effect a redemption for
which notice of redemption has been provided for or from money which are held for payment of
Bonds which are no longer Outstanding hereunder.
Section 4.04 Application of Bond Fund. The Trustee shall charge the Bond Fund,
on each Bond Payment Date, an amount equal to the unpaid interest and principal due on the
Bonds on such Bond Payment Date, and shall cause the same to be applied to the payment of
such interest and principal when due. Any money remaining in the Bond Fund on any Bond
Payment Date after application as provided in the preceding sentence may, to the extent there
shall exist any deficiency in the Redemption Fund to redeem Bonds called for mandatory sinking
fund redemption on such Bond Payment Date, be transferred to the Redemption Fund to be
applied for such purpose.
Income realized from the investment or deposit of money in the Bond Fund shall be
deposited by the Trustee upon receipt thereof in the Revenue Fund.
No amount shall be charged against the Bond Fund except as expressly provided in this
Article IV and in Section 6.05.
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Section 4.05 Application of Redemption Fund. Any money credited to the
Redemption Fund shall be applied as set forth in Article IV hereof. On or before each Bond
Payment Date, the income realized from the investment of money in the Redemption Fund shall
be credited by the Trustee to the Revenue Fund. No amount shall be charged against the
Redemption Fund except as expressly provided in this Article IV and in Section 6.05.
Section 4.06 [Reserved]
Section 4.07 [Reserved]
Section 4.08 Investment of Funds. The money held by the Trustee shall constitute
trust funds for the purposes hereof. Any money attributable to each of the funds and accounts
hereunder shall be, except as otherwise expressly provided herein, invested by the Trustee, at the
written direction of the Borrower in Qualified Investments (or, in the case of the Rebate Fund, at
the written instruction of Bond Counsel pursuant to Section 5.05(b). The Trustee may purchase
from or sell to itself or an affiliate, as principal or agent, securities herein authorized. The
Trustee shall be entitled to assume, absent receipt by the Trustee of written notice to the contrary,
that any investment which at the time of purchase in a Qualified Investment remains a Qualified
Investment thereafter.
Qualified Investments representing an investment of money attributable to any fund or
account shall be deemed at all times to be a part of said fund or account, and, except as otherwise
may be provided expressly in other Sections hereof, the interest thereon and any profit arising on
the sale thereof shall be credited to the Revenue Fund, and any loss resulting on the sale thereof
shall be charged against the Revenue Fund. Such investments shall be sold at the best price
obtainable (at least par) whenever it shall be necessary so to do in order to provide money to
make any transfer, withdrawal, payment or disbursement from said fund or account. In the case
of any required transfer of money to another such fund or account, such investments may be
transferred to that fund or account in lieu of the required money if permitted hereby as an
investment of money in that fund or account. The Trustee shall not be liable or responsible for
any loss resulting from any investment made in accordance herewith.
The Issuer acknowledges that to the extent that regulations of the Comptroller of the
Currency or other applicable regulatory agency grant the Issuer the right to receive brokerage
confirmations of the security transactions as they occur. To the extent permitted by law, the
Issuer specifically waives compliance with 12 C.F.R. 12 and hereby notifies the Trustee
hereunder, that no brokerage confirmations need be sent relating to the security transactions as
they occur.
Section 4.09 Money Held for Particular Bonds; Funds Held in Trust. The
amounts held by the Trustee for the payment of the interest, principal or redemption price due on
any date with respect to particular Bonds pending such payment, shall be set aside and held in
trust by it for the Holders of the Bonds entitled thereto, and for the purposes hereof such interest,
principal or redemption price, after the due date thereof, shall no longer be considered to be
unpaid.
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All money held by the Trustee for such purpose at any time pursuant to the terms of this
Indenture shall be and hereby are assigned, transferred and set over unto the Trustee in trust for
the purposes and under the terms and conditions of this Indenture.
Section 4.10 Accounting Records. The Trustee shall maintain accurate books and
records for all funds and accounts established hereunder and provide monthly statements (or
other electronic access as agreed to by the parties) of such funds and accounts to the Issuer and
the Borrower on a monthly basis.
Section 4.11 Amounts Remaining in Funds. After full payment of the Bonds (or
provision for payment thereof having been made in accordance with Section 9.01 hereof) and
full payment of the fees, charges and expenses of the Issuer and the Trustee and other amounts
required to be paid hereunder other than the Rebate Fund or under any Loan Document, any
amounts remaining in any fund or account hereunder shall be paid to the Borrower.
Section 4.12 [Reserved]
Section 4.13 Rebate Fund; Compliance With Tax Certificate. The Trustee shall
establish the Rebate Fund, and hold and apply the Rebate Fund as provided in this Section. On
any date on which any amounts are required by applicable federal tax law to be rebated to the
federal government, amounts shall be deposited into the Rebate Fund by the Borrower for such
purpose. All money at any time deposited in the Rebate Fund shall be held by the Trustee in
trust, to the extent required to satisfy the rebate requirement (as set forth in the Tax Certificate)
and as calculated by the Rebate Analyst, for payment to the United States Government, and
neither the Issuer, the Borrower, nor the Bondholders shall have any rights in or claim to such
money. All amounts deposited into or on deposit in the Rebate Fund shall be governed by this
Section and by the Tax Certificate. The Trustee shall conclusively be deemed to have complied
with such provisions if it follows the written instructions of the Issuer or the Rebate Analyst,
including supplying all necessary information in the manner set forth in the Tax Certificate, and
shall not be required to take any actions under the Tax Certificate in the absence of written
instructions from the Issuer or the Rebate Analyst.
Within 55 days of the end of each fifth Bond Year, the Borrower shall cause the Rebate
Analyst to calculate the amount of rebatable arbitrage, in accordance with Section 148(f)(2) of
the Code and Section 1.148 3 of the Treasury Regulations (taking into account any exceptions
with respect to the computation of the rebatable arbitrage, described, if applicable, in the Tax
Certificate (e.g., the temporary investments exceptions of Section 148(f)(4)(B) and (C) of the
Code)), for this purpose treating the last day of the applicable Bond Year as a (computation)
date, within the meaning of Section 1.148 1(b) of the Treasury Regulations (the “Rebatable
Arbitrage”). Pursuant to Section 2.4 of the Financing Agreement, the Borrower shall cause the
Rebate Analyst to provide such calculations to the Trustee and the Issuer. In the event that the
Borrower fails to provide such information to the Trustee and the Issuer within 55 days of the
end of each fifth Bond Year, the Trustee, at the expense of the Borrower, shall select the Rebate
Analyst, with the prior written approval of the Issuer, and shall cause the Rebate Analyst to
calculate the amount of rebatable arbitrage as required herein.
Within 55 days of the end of each fifth Bond Year, upon the written direction of the
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Issuer or the Rebate Analyst, an amount shall be deposited to the Rebate Fund by the Trustee
from amounts provided by the Borrower, if and to the extent required so that the balance in the
Rebate Fund shall equal the amount of Rebatable Arbitrage so calculated in accordance with the
preceding paragraph.
The Trustee shall pay, as directed by the Issuer or the Rebate Analyst, to the United
States Department of the Treasury, out of amounts in the Rebate Fund:
(i) Not later than 60 days after the end of (A) the fifth Bond Year, and (B) each
applicable fifth Bond Year thereafter, an amount equal to at least 90% of the Rebatable Arbitrage
calculated as of the end of such Bond Year; and
(ii) Not later than 60 days after the payment of all the Bonds, an amount equal to
100% of the Rebatable Arbitrage calculated as of the end of such applicable Bond Year, and any
income attributable to the Rebatable Arbitrage, computed in accordance with Section 148(f) of
the Code.
Each payment required to be made under this Section shall be made to the Internal
Revenue Service Center, Ogden, Utah 84201 (or such other address provided in such direction),
on or before the date on which such payment is due, and shall be accompanied by Internal
Revenue Service Form 8038 T, which shall be prepared by the Rebate Analyst and provided to
the Trustee.
Notwithstanding any provision of this Indenture to the contrary, the obligation to remit
payment of the Rebatable Arbitrage to the United States and to comply with all other
requirements of this Section 4.13, Section 2.4 of the Financing Agreement and the requirements
of the Tax Certificate shall survive the defeasance or payment in full of the Bonds.
Any funds remaining in the Rebate Fund after redemption and payment of all of the
Bonds and payment and satisfaction of any Rebate Requirement, or provision made therefor
satisfactory to the Trustee, shall be withdrawn and remitted to the Borrower.
The Trustee shall obtain and keep such records of the computations made pursuant to this
Section 4.13 as are required under Section 148(f) of the Code to the extent furnished to the
Trustee. The Borrower shall or shall cause the Rebate Analyst to provide to the Issuer and the
Trustee copies of all rebate computations made pursuant to this Section 4.13. The Trustee shall
keep and make available to the Borrower such records concerning the investments of the gross
proceeds of the Bonds and the investments of earnings from those investments made by the
Trustee as may be requested by the Borrower in order to enable the Borrower to cause the Rebate
Analyst to make the aforesaid computations as are required under Section 148(f) of the Code.
Notwithstanding the foregoing, the computations and payments of Rebatable Arbitrage
need not be made to the extent that neither the Issuer nor the Borrower will thereby fail to
comply with any requirements of Section 148(f) of the Code based on an opinion of Bond
Counsel, to the effect that such failure will not adversely affect the exclusion from gross income
for federal income tax purposes of interest on the Bonds, a copy of which shall be provided to
the Trustee, at the expense of the Borrower.
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ARTICLE V
GENERAL COVENANTS AND REPRESENTATIONS
Section 5.01 Payment of Principal and Interest. The Issuer covenants that it will
promptly pay or cause to be paid, but only from the sources identified herein, sufficient amounts
to provide for the payment of the principal of, and interest on the Bonds at the place, on the dates
and in the manner provided herein and in the Bonds, according to the true intent and meaning
thereof.
Section 5.02 Performance of Covenants. The Issuer covenants that it will faithfully
perform at all times any and all of its covenants, undertakings, stipulations and provisions
contained in this Indenture, in any and every Bond executed, authenticated and delivered
hereunder and in all proceedings pertaining thereto.
Section 5.03 Representations and Warranties of the Issuer; Power to Issue Bonds
and Make Pledge and Assignment. The Issuer hereby represents and warrants as follows:
(a) The Issuer is a political subdivision of the State of California.
(b) The Issuer has all necessary power and authority to issue the Bonds and to
execute and deliver this Indenture, the Financing Agreement and the other Loan Documents to
which it is a party, and to perform its duties and discharge its obligations hereunder and
thereunder.
(c) The revenues and assets pledged for the repayment of the Bonds are and will be
free and clear of any pledge, lien or encumbrance prior to, or equal with, the pledge created by
this Indenture, and all action on the part of the Issuer to that end has been duly and validly taken.
(d) The Loan Documents to which the Issuer is a party have been validly authorized,
executed and delivered by the Issuer, and assuming due authorization, execution and delivery by
the other parties thereto, constitute valid and binding obligations of the Issuer, enforceable
against the Issuer in accordance with their respective terms, except as enforceability may be
limited by bankruptcy, insolvency, moratorium or other laws affecting creditors’ rights generally
and the application of equitable principles.
(e) The Issuer is duly authorized pursuant to law to issue the Bonds and to enter into
this Indenture and to pledge and assign the Security and other assets purported to be pledged and
assigned under this Indenture in the manner and to the extent provided in this Indenture. The
Issuer has duly authorized the execution and delivery of the Bonds and the Indenture and further
represents, covenants and warrants that all requirements have been met and procedures have
occurred in order to ensure the enforceability against the Issuer of the Bonds and the Indenture.
The Issuer has taken all necessary action required to make the Bonds and the Indenture the valid,
legal and binding limited obligations of the Issuer.
Section 5.04 Inspection of Project Books. The Issuer covenants and agrees that all
books and documents in its possession relating to the Projects shall, upon reasonable prior notice,
during normal business hours, be open to inspection and copying by such accountants or other
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agents as the Trustee or the Bondholder Representative may from time to time reasonably
designate.
Section 5.05 Tax Covenants. (a) Issuer’s Covenants. The Issuer covenants to and for
the benefit of the Holders of the Bonds that it will:
(i) neither make or use nor cause to be made or used any investment or other
use of the proceeds of the Bonds or the money and investments held in the funds and
accounts in any manner which would cause the Bonds to be arbitrage bonds under
Section 148 of the Code and the Regulations issued under Section 148 of the Code (the
“Regulations”) or which would otherwise cause the interest payable on the Bonds to be
includable in gross income for federal income tax purposes;
(ii) enforce or cause to be enforced all obligations of the Borrower under the
Regulatory Agreement in accordance with its terms and seek to cause the Borrower to
correct any violation of the Regulatory Agreement within a reasonable period after it first
discovers or becomes aware of any such violation;
(iii) not take or cause to be taken any other action or actions, or fail to take any
action or actions, if the same would cause the interest payable on the Bonds to be
includable in gross income for federal income tax purposes;
(iv) at all times do and perform all acts and things permitted by law and
necessary or desirable in order to assure that interest paid by the Issuer on the Bonds will
be excluded from the gross income for federal income tax purposes, of the Bondholders
pursuant to the Code, except in the event where any such owner of Bonds is a
“substantial user” of the facilities financed with the Bonds or a “related person” within
the meaning of the Code; and
(v) not take any action or permit or suffer any action to be taken if the result
of the same would be to cause the Bonds to be “federally guaranteed” within the meaning
of Section 149(b) of the Code and the Regulations.
In furtherance of the covenants in this Section 5.05, the Issuer and the Borrower shall
execute, deliver and comply with the provisions of the Tax Certificate, which is by this reference
incorporated into this Indenture and made a part of this Indenture as if set forth in this Indenture
in full, and by its acceptance of this Indenture the Trustee acknowledges receipt of the Tax
Certificate and acknowledges its incorporation into this Indenture by this reference and agrees to
comply with the terms specifically applicable to it. In the event of a conflict between the terms
of this Indenture and the Tax Certificate, the terms of the Tax Certificate shall control.
The covenants of the Issuer in this Section 5.05(a) are made in reliance on the
representations and covenants of the Borrower set forth in the Financing Agreement, the Tax
Certificate and the Regulatory Agreement and, for the purposes of this Section 5.05(a), no acts,
omissions or directions of the Borrower, the Trustee or any other Persons shall be attributed to
the Issuer nor shall any default by the borrower of any of its obligations under the Financing
Agreement or the Tax Certificate constitute an event of default by the Issuer hereunder.
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(b) Trustee’s Covenants. The Trustee agrees that it will invest funds held under this
Indenture in accordance with the covenants and terms of this Indenture and the Tax Certificate
(this covenant shall extend through the term of the Bonds, to all funds and accounts created
under this Indenture and all money on deposit to the credit of any such fund or account). The
Trustee covenants to and for the benefit of the Bondholders that, notwithstanding any other
provisions of this Indenture or of any other Loan Document, it will not knowingly make or cause
to be made any investment or other use of the money in the funds or accounts created hereunder
which would cause the Bonds to be classified as “arbitrage bonds” within the meaning of
Sections 103(b) and 148 of the Code or would cause the interest on the Bonds to be includable in
gross income for federal income tax purposes; provided that the Trustee shall be deemed to have
complied with such requirements and shall have no liability to the extent it reasonably follows
the written directions of the Borrower, the Issuer or the Rebate Analyst. This covenant shall
extend, throughout the term of the Bonds, to all funds created under this Indenture and all money
on deposit to the credit of any such fund. Pursuant to this covenant, with respect to the
investments of the funds and accounts under this Indenture, the Trustee obligates itself to comply
throughout the term of the issue of the Bonds with the requirements of Sections 103(b) and 148
of the Code; provided that the Trustee shall be deemed to have complied with such requirements
and shall have no liability to the extent it reasonably follows the written directions of the
Borrower, the Issuer or the Rebate Analyst. The Trustee further covenants that should the Issuer
or the Borrower file with the Trustee (it being understood that neither the Issuer nor the
Borrower has an obligation to so file), or should the Trustee receive, an opinion of Bond Counsel
to the effect that any proposed investment or other use of proceeds of the Bonds would cause the
Bonds to become “arbitrage bonds,” then the Trustee will comply with any written instructions
of the Issuer, the Borrower or Bond Counsel regarding such investment (which shall, in any
event, be a Qualified Investment) or use so as to prevent the Bonds from becoming “arbitrage
bonds,” and the Trustee will bear no liability to the Issuer, the Borrower or the Bondholders for
investments made in accordance with such instructions.
ARTICLE VI
DEFAULT PROVISIONS AND
REMEDIES OF TRUSTEE AND BONDHOLDERS
Section 6.01 Events of Default. Each of the following shall be an event of default
with respect to the Bonds (an “Event of Default”) under this Indenture:
(a) failure to pay the principal of, or interest on any Bond when due, to the extent
sufficient Revenues are available therefor; or
(b) failure by the Issuer or the Trustee to perform or observe any other of the
covenants, agreements or conditions on its part in this Indenture or in the Bonds contained, and
the continuation of such failure for a period of thirty (30) days after written notice thereof,
specifying such default and requiring the same to be remedied, shall have been given to the
Issuer or the Trustee by the Borrower, the Trustee or the Issuer, as applicable, or by the holders
of not less than a majority in aggregate principal amount of the Bonds at the time Outstanding;
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The Trustee will immediately notify the Issuer and the Bondholder Representative after a
Responsible Officer obtains actual knowledge of the occurrence of an Event of Default or
obtains actual knowledge of the occurrence of an event which would become an Event of Default
with the passage of time or the giving of notice or both.
Section 6.02 Acceleration; Other Remedies Upon Event of Default.
(a) Upon the occurrence of an Event of Default under Section 6.01(b) hereof, the
Trustee shall, upon the written direction of the Bondholder Representative and receipt of
indemnity satisfactory to it, by notice in writing delivered to the Issuer, declare the principal of
all Bonds then Outstanding and the interest accrued thereon immediately due and payable, and
interest shall continue to accrue thereon until such amounts are paid.
(b) Upon the occurrence of an Event of Default (other than an Event of Default under
Section 6.01(b) hereof), the Trustee shall, but only upon the written direction of the Bondholder
Representative, by notice in writing delivered to the Issuer, declare the principal of all Bonds
then Outstanding and the interest accrued thereon immediately due and payable and interest on
the Bonds shall cease to accrue, anything contained in this Indenture or in the Bonds to the
contrary notwithstanding.
If at any time after the Bonds shall have been so declared due and payable, and before
any judgment or decree for the payment of the money due shall have been obtained or entered,
the Issuer or the Borrower shall pay to or deposit with the Trustee a sum sufficient to pay all
principal of the Bonds then due (other than solely by reason of such declaration) and all unpaid
installments of interest (if any) upon all the Bonds then due, with interest at the rate borne by the
Bonds on such overdue principal and (to the extent legally enforceable) on such overdue
installments of interest, and the reasonable fees and expenses of the Trustee (including its
counsel) shall have been made good or cured or adequate provision shall have been made
therefor (collectively, the “Cure Amount”)) shall have been paid in full, and all other defaults
hereunder shall have been made good or cured or waived in writing by the Bondholder
Representative, then and in every case, the Trustee on behalf of the Holders of all the
Outstanding Bonds shall rescind and annul such declaration and its consequences; but no such
rescission and annulment shall extend to or shall affect any subsequent default, nor shall it impair
or exhaust any right or power consequent thereon.
Upon the occurrence and during the continuance of an Event of Default, the Trustee in its
own name and as trustee of an express trust, on behalf and for the benefit and protection of the
Holders of all Bonds with respect to which such an Event of Default has occurred (if no Event of
Default has occurred and is continuing under Section 6.01(b)), may also proceed to protect and
enforce any rights of the Trustee and, to the full extent that the Holders of such Bonds
themselves might do, the rights of such Bondholders under the laws of the State or under this
Indenture by such of the following remedies as the Trustee shall deem most effectual to protect
and enforce such rights:
(i) by mandamus or other suit, action or proceeding at law or in equity, to
enforce the payment of the principal of or interest on the Bonds then Outstanding and to
require the Issuer to carry out any covenants or agreements with or for the benefit of the
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Bondholders and to perform its duties under the Act, this Indenture, the Financing
Agreement or the Regulatory Agreement to the extent permitted under the applicable
provisions thereof;
(ii) by pursuing any available remedies under the Financing Agreement or any
Loan Document or the Regulatory Agreement;
(iii) by realizing or causing to be realized through sale or otherwise upon the
security pledged hereunder; and
(iv) by action or suit in equity enjoin any acts or things that may be unlawful
or in violation of the rights of the Holders of the Bonds and execute any other papers and
documents and do and perform any and all such acts and things as may be necessary or
advisable in the opinion of the Trustee in order to have the respective claims of the
Bondholders against the Issuer allowed in any bankruptcy or other proceeding.
No remedy by the terms of this Indenture conferred upon or reserved to the Trustee or to
the Bondholders is intended to be exclusive of any other remedy, but each and every such
remedy shall be cumulative and shall be in addition to any other remedy given to the Trustee, the
Bondholders hereunder or under the Financing Agreement or any other Loan Document or the
Regulatory Agreement, as applicable, or now or hereafter existing at law or in equity or by
statute. No delay or omission to exercise any right or power accruing upon any Event of Default
shall impair any such right or power or shall be construed to be a waiver of any such Event of
Default or acquiescence therein, and every such right and power may be exercised from time to
time and as often as may be deemed expedient. No waiver of any Event of Default hereunder,
whether by the Trustee or the Bondholders, shall extend to or shall affect any subsequent default
or event of default or shall impair any rights or remedies consequent thereto.
Section 6.03 Rights of Bondholders. If an Event of Default under Section 6.01(b)
hereof shall have occurred and is then continuing, and if requested in writing so to do by the
Holders of more than 51% of the aggregate principal amount of the Bonds then Outstanding with
respect to which there is a default, and if indemnified to its satisfaction, the Trustee shall exercise
one or more of the rights and powers conferred by this Article as the Trustee, being advised by
counsel or a committee of Responsible Officers, shall deem to be in the best interest of the
affected Bondholders. If an Event of Default under Section 6.01(b) hereof shall have occurred
and is then continuing, the Holders of more than 51% of the aggregate principal amount of the
Bonds then Outstanding with respect to which an Event of Default has occurred shall have the
right at any time, subject to the provisions of Section 6.08 hereof, by an instrument in writing
executed and delivered to the Trustee, to direct the time, method and place of conducting all
proceedings to be taken in connection with the enforcement of the terms and conditions of this
Indenture, or for the appointment of a receiver or any other proceedings hereunder, in accordance
with the provisions of law and of this Indenture.
Section 6.04 Waiver by Issuer. Upon the occurrence of an Event of Default, to the
extent that such right may then lawfully be waived, neither the Issuer nor anyone claiming
through or under it shall set up, claim or seek to take advantage of any appraisal, valuation, stay,
extension or redemption laws now or hereinafter in force, in order to prevent or hinder the
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enforcement of this Indenture; and the Issuer, for itself and all who may claim through or under
it, hereby waives, to the extent that it lawfully may do so, the benefit of all such laws and all
right of appraisement and redemption to which it may be entitled under the laws of the State and
the United States.
Section 6.05 Application of Money After Default. All money collected by the
Trustee at any time pursuant to this Article VI shall, except to the extent, if any, otherwise
directed by a court of competent jurisdiction, be credited by the Trustee to the Revenue Fund.
Such money so credited to the Revenue Fund and all other money from time to time credited to
the Revenue Fund shall at all times be held, transferred, withdrawn and applied as prescribed by
the provisions of Article IV hereof and this Section 6.05.
In the event that at any time the money credited to the Revenue Fund, the Bond Fund and
the Redemption Fund available for the payment of interest or principal then due with respect to
the Bonds shall be insufficient for such payment, such money (other than money held for the
payment or redemption of particular Bonds as provided in Section 4.09 hereof) shall be applied
as follows and in the following order of priority:
(a) For payment of all amounts due to the Trustee incurred in performance of its
duties under this Indenture, including, without limitation, the payment of all reasonable fees and
expenses of the Trustee incurred in exercising any remedies under this Indenture;
(b) Unless the principal of all Bonds shall have become or have been declared due
and payable:
FIRST: to the payment to the Persons entitled thereto of all installments
of interest then due in the order of the maturity of such installments, and, if the
amount available is not sufficient to pay in full any installment, then to the
payment thereof ratably, according to the amounts due on such installment, to the
Persons entitled thereto, without any discrimination or preference; and
SECOND: to the payment to the Persons entitled thereto of the unpaid
principal of and, on any Bonds which shall have become due, whether at maturity
or by call for redemption, in the order in which they became due and payable,
and, if the amount available is not sufficient to pay in full all the principal of and,
on the Bonds so due on any date, then to the payment of principal ratably,
according to the amounts due on such date, to the Persons entitled thereto, without
any discrimination or preference, and then to the payment of any premium due on
the Bonds, ratably, according to the amounts due on such date, to the Persons
entitled thereto, without any discrimination or preference.
(c) If the principal of all of the Bonds shall have become or have been declared due
and payable, to the payment of the principal of, and interest then due and unpaid upon the Bonds
without preference or priority of principal over interest or of interest over principal, or of any
installment of interest over any other installment of interest, or of any Bond over any other Bond,
ratably, according to the amounts due, respectively, for principal and interest, to the Persons
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entitled thereto without any discrimination or preference except as to any differences in the
respective rates of interest specified in the Bonds.
Section 6.06 [Reserved]
Section 6.07 Remedies Vested in Trustee. All rights of action, including the right to
file proof of claims, under this Indenture or under any of the Bonds may be enforced by the
Trustee without the possession of any of the Bonds or the production thereof in any trial or other
proceedings relating thereto and any such suit or proceeding instituted by the Trustee shall be
brought in its name as Trustee without the necessity of joining as plaintiffs or defendants any
Holders of the Bonds, and any recovery or judgment shall be for the mutual benefit as provided
herein of all of the Holders of the Outstanding Bonds.
Section 6.08 Remedies of Bondholders. No Holder of any Bond shall have any
right to institute any suit, action or proceeding in equity or at law for the enforcement of this
Indenture or for the execution of any trust hereunder or for the appointment of a receiver or any
other remedy hereunder, unless (a) a default shall have occurred of which the Trustee shall have
been notified as provided herein; (b) such default shall have become an Event of Default under
Section 6.01(b) hereof; (c) the Holders of more than 51% of the aggregate principal amount of
the Bonds then Outstanding with respect to which there is such an Event of Default shall have
made written request to the Trustee and shall have offered reasonable opportunity to the Trustee
either to proceed to exercise the powers hereinbefore granted or to institute such action, suit or
proceeding in its own name; (d) such Holders shall have offered to the Trustee indemnity as
provided in this Indenture; and (e) the Trustee shall within sixty (60) days thereafter fail or refuse
to exercise the powers hereinbefore granted, or to institute such action, suit or proceeding; it
being understood and intended that no one or more Holders of the Bonds shall have any right in
any manner whatsoever to affect, disturb or prejudice the lien of this Indenture or the rights of
any other Holders of Bonds or to obtain priority or preference over any other Holders or to
enforce any right under this Indenture, except in the manner herein provided with respect to the
equal and ratable benefit of all Holders of Bonds with respect to which there is a default. Nothing
contained in this Indenture shall, however, affect or impair the right of any Bondholder to
enforce the payment of the principal of and interest on any Bond at the maturity thereof or the
obligation of the Issuer to pay the principal of, and interest on the Bonds issued hereunder to the
respective holders thereof, at the time, in the place, from the sources and in the manner expressed
herein and in said Bonds.
Section 6.09 Termination of Proceedings. In case the Trustee shall have proceeded
to enforce any right under this Indenture by the appointment of a receiver, by entry or otherwise,
and such proceedings shall have been discontinued or abandoned for any reason, or shall have
been determined adversely, then and in every such case the Issuer, the Trustee, the Bondholder
Representative, the Borrower and the Bondholders shall be restored to their former positions and
rights hereunder with respect to the Trust Estate herein conveyed, and all rights, remedies and
powers of the Trustee shall continue as if no such proceedings had been taken.
Section 6.10 Waivers of Events of Default. So long as no Event of Default has
occurred and is then continuing under Section 6.01(b) hereof, the Trustee shall waive any Event
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of Default hereunder and its consequences and rescind any declaration of maturity of principal
of, and interest on the Bonds only upon the written direction of the Bondholder Representative.
If there shall have occurred and is then continuing an Event of Default under Section 6.01(b)
hereof, the Trustee shall waive any Event of Default hereunder and its consequences and rescind
any declaration of maturity of principal of, and interest on the Bonds upon the written request of
the Holders of 100% of the Bonds then Outstanding with respect to which there is a default;
provided, however, that there shall not be waived (a) any Event of Default in the payment of the
principal of any Bonds at the date of maturity specified therein, or upon proceedings for
mandatory redemption of any Bonds, (b) any default in the payment when due of the interest on
any such Bonds, unless prior to such waiver or rescission all arrears of interest, with interest (to
the extent permitted by law) at the rate borne by the Bonds in respect of which such default shall
have occurred on overdue installments of interest or all arrears of payments of principal or when
due (whether at the stated maturity thereof or upon proceedings for mandatory redemption) as
the case may be, and all expenses of the Trustee in connection with such default shall have been
paid or provided for, and in case of any such waiver or rescission, or in case any proceeding
taken by the Trustee on account of any such default shall have been discontinued or abandoned
or determined adversely, then and in every such case the Issuer, the Trustee, and the Bondholders
shall be restored to their former positions and rights hereunder, respectively, but no such waiver
or rescission shall extend to any subsequent or other default, or impair any right consequent
thereto.
Section 6.11 Notice to Bondholders if Default Occurs. Upon the occurrence of an
Event of Default, or if an event occurs which could lead to an Event of Default with the passage
of time and of which the Trustee is required to take notice pursuant to Section 7.02(l) hereof, the
Trustee shall, within thirty (30) days, give written notice thereof by first class mail to the
registered Owners of all Bonds then Outstanding. Notwithstanding the foregoing, except in the
case of an Event of Default with respect to the payment of principal of or and interest on the
Bonds, the Trustee shall be protected in withholding such notice if and so long as the board of
directors of the Trustee, the executive committee, or a trust committee of directors or officers of
the Trustee in good faith determines that the withholding of such notice is in the best interests of
the Holders of the Bonds.
ARTICLE VII
CONCERNING THE TRUSTEE
Section 7.01 Standard of Care. The Trustee, prior to an Event of Default as defined
in Section 6.01 and after the curing or waiver of all such events which may have occurred, shall
perform such duties and only such duties as are specifically set forth in this Indenture. The
Trustee, during the existence of any such Event of Default (which shall not have been cured or
waived), shall exercise such rights and powers vested in it by this Indenture and use the same
degree of care and skill in its exercise as a prudent Person would exercise or use under similar
circumstances in the conduct of such Person’s own affairs.
No provision of this Indenture shall be construed to relieve the Trustee from liability for
its breach of trust, own negligence or willful misconduct, except that:
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(a) prior to an Event of Default hereunder, and after the curing or waiver of all such
Events of Default which may have occurred:
(i) the duties and obligations of the Trustee shall be determined solely by the
express provisions of this Indenture, and the Trustee shall not be liable except with regard
to the performance of such duties and obligations as are specifically set forth in this
Indenture; and
(ii) in the absence of bad faith on the part of the Trustee, the Trustee may
conclusively rely, as to the truth of the statements and the correctness of the opinions
expressed therein, upon any certificate or opinion furnished to the Trustee by the Person
or Persons authorized to furnish the same;
(b) at all times, regardless of whether or not any such Event of Default shall exist:
(i) the Trustee shall not be liable for any error of judgment made in good faith
by an officer or employee of the Trustee except for willful misconduct or negligence by
the officer or employee of the Trustee as the case may be; and
(ii) the Trustee shall not be liable with respect to any action taken or omitted
to be taken by it in good faith in accordance with the direction of the Bondholder
Representative or the Holders of more than 51% of the aggregate principal amount of the
Bonds then Outstanding (or such lesser or greater percentage as is specifically required or
permitted by this Indenture) relating to the time, method and place of conducting any
proceeding for any remedy available to the Trustee, or exercising any trust or power
conferred upon the Trustee under this Indenture.
Section 7.02 Reliance Upon Documents. Except as otherwise provided in
Section 7.01:
(a) the Trustee may rely upon the authenticity or truth of the statements and the
correctness of the opinions expressed in, and shall be protected in acting upon any resolution,
certificate, statement, instrument, opinion, report, notice, notarial seal, stamp, acknowledgment,
verification, request, consent, order, bond, or other paper or document of the proper party or
parties, including any facsimile transmission as permitted hereunder or under the Financing
Agreement;
(b) any notice, request, direction, election, order or demand of the Issuer mentioned
herein shall be sufficiently evidenced by an instrument signed in the name of the Issuer by an
Authorized Officer of the Issuer (unless other evidence in respect thereof be herein specifically
prescribed), and any resolution of the Issuer may be evidenced to the Trustee by a copy of such
resolution duly certified by an Authorized Officer of the Issuer;
(c) any notice, request, certificate, statement, requisition, direction, election, order or
demand of the Borrower mentioned herein shall be sufficiently evidenced by an instrument
purporting to be signed in the name of the Borrower by any Authorized Officer of the Borrower
(unless other evidence in respect thereof be herein specifically prescribed), and any resolution or
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certification of the Borrower may be evidenced to the Trustee by a copy of such resolution duly
certified by a secretary or other authorized representative of the Borrower;
(d) [Intentionally Omitted];
(e) any notice, request, direction, election, order or demand of the Bondholder
Representative mentioned herein shall be sufficiently evidenced by an instrument purporting to
be signed in the name of the Bondholder Representative by any Authorized Officer of the
Bondholder Representative (unless other evidence in respect thereof be herein specifically
prescribed);
(f) [Intentionally Omitted];
(g) [Intentionally Omitted];
(h) in the administration of the trusts of this Indenture, the Trustee may execute any
of the trusts or powers hereby granted directly or through its agents, receivers or attorneys, and
the Trustee may consult with counsel and the opinion or advice of such counsel shall be full and
complete authorization and protection in respect of any action taken or permitted by it hereunder
in good faith and in accordance with the opinion of such counsel;
(i) whenever in the administration of the trusts of this Indenture, the Trustee shall
deem it necessary or desirable that a matter be proved or established prior to taking or permitting
any action hereunder, such matters (unless other evidence in respect thereof be herein
specifically prescribed), may in the absence of negligence or willful misconduct on the part of
the Trustee, be deemed to be conclusively proved and established by a certificate of an officer or
authorized agent of the Issuer or the Borrower and such certificate shall in the absence of bad
faith on the part of the Trustee be full warrant to the Trustee for any action taken or permitted by
it under the provisions of this Indenture, but in its discretion the Trustee may in lieu thereof
accept other evidence of such matter or may require such further or additional evidence as it may
deem reasonable;
(j) the recitals herein and in the Bonds (except the Trustee’s certificate of
authentication thereon) shall be taken as the statements of the Issuer and the Borrower and shall
not be considered as made by or imposing any obligation or liability upon the Trustee. The
Trustee makes no representations as to the value or condition of the Trust Estate or any part
thereof, or as to the title of the Issuer or the Borrower to the Trust Estate, or as to the security of
this Indenture, or of the Bonds issued hereunder, and the Trustee shall incur no liability or
responsibility in respect of any of such matters;
(k) the Trustee shall not be personally liable for debts contracted or liability for
damages incurred in the management or operation of the Trust Estate except for its own willful
misconduct or negligence; and every provision of this Indenture relating to the conduct or
affecting the liability of or affording protection to the Trustee shall be subject to the provisions of
this Section 7.02(k);
(l) the Trustee shall not be required to ascertain or inquire as to the performance or
observance of any of the covenants or agreements (except to the extent they obligate the Trustee)
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herein or in any contracts or securities assigned or conveyed to or pledged with the Trustee
hereunder, except Events of Default that are evident under Section 6.01(a) or Section 6.01(b)
hereof. The Trustee shall not be required to take notice or be deemed to have notice or actual
knowledge of any default or Event of Default specified in Section 6.01 hereof (except defaults
under Section 6.01(a) or Section 6.01(b) hereof) unless the Trustee shall receive from the Issuer,
the Bondholder Representative or the Holders of more than 51% of the aggregate principal
amount of the Bonds then Outstanding written notice stating that a default or Event of Default
has occurred and specifying the same, and in the absence of such notice the Trustee may
conclusively assume that there is not such default. Every provision contained in this Indenture or
related instruments or in any such contract or security wherein the duty of the Trustee depends
on the occurrence and continuance of such default shall be subject to the provisions of this
Section 7.02(l);
(m) the Trustee shall be under no duty to confirm or verify any financial or other
statements or reports or certificates furnished pursuant to any provisions hereof, except to the
extent such statement or reports are furnished by or under the direction of the Trustee, and shall
be under no other duty in respect of the same except to retain the same in its files and permit the
inspection of the same at reasonable times by the Holder of any Bond; and
(n) the Trustee shall be under no obligation to exercise those rights or powers vested
in it by this Indenture, other than such rights and powers which it shall be obliged to exercise in
the ordinary course of its trusteeship under the terms and provisions of this Indenture and as
required by law, at the request or direction of any of the Bondholders pursuant to Sections 6.03
and 6.08 of this Indenture, unless such Bondholders shall have offered to the Trustee reasonable
security or indemnity against the costs, expenses and liabilities which might be incurred by it in
the compliance with such request or direction.
None of the provisions contained in this Indenture shall require the Trustee to expend or
risk its own funds or otherwise incur personal financial liability in the performance of any of its
duties or in the exercise of any of its rights or powers.
The Trustee is authorized and directed to execute in its capacity as Trustee the Financing
Agreement and the Regulatory Agreements and shall have no responsibility or liability with
respect to any information, statement or recital in any offering memorandum or other disclosure
material prepared or distributed with respect to the issuance of the Bonds.
The Trustee or any of its affiliates may act as advisor or sponsor with respect to any
Qualified Investments.
The Trustee agrees to accept and act upon facsimile transmission or Electronic Notice of
written instructions and/or directions pursuant to this Indenture provided, however, that:
(a) subsequent to such facsimile transmission or Electronic Notice of written instructions and/or
directions the Trustee shall forthwith receive the originally executed instructions and/or
directions, (b) such originally executed instructions and/or directions shall be signed by such
Person as may be designated and authorized to sign for the party signing such instructions and/or
directions, and (c) the Trustee shall have received a current incumbency certificate containing the
specimen signature of such designated Person.
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Any resolution, certification, notice, request, direction, election, order or demand
delivered to the Trustee pursuant to this Section 7.02 shall remain in effect until the Trustee
receives written notice to the contrary from the party that delivered such instrument accompanied
by revised information for such party.
The Trustee shall have no responsibility for the value of any collateral or with respect to
the perfection or priority of any security interest in any collateral except as otherwise provided in
Section 7.17 hereof.
Section 7.03 Use of Proceeds. The Trustee shall not be accountable for the use or
application of any of the Bonds authenticated or delivered hereunder or of the proceeds of the
Bonds except as provided herein.
Section 7.04 Trustee May Hold Bonds. The Trustee and its officers and directors
may acquire and hold, or become pledgees of Bonds and otherwise may deal with the Issuer and
the Borrower in the same manner and to the same extent and with like effect as though it were
not Trustee hereunder.
Section 7.05 Trust Imposed. All money received by the Trustee shall, until used or
applied as herein provided, be held in trust for the purposes for which they were received.
Section 7.06 Compensation of Trustee. The Trustee shall be entitled to its annual
administration fee, payable by the Borrower pursuant to the Financing Agreement, in connection
with the services rendered by it in the execution of the trusts hereby created and in the exercise
and performance of any of the powers and duties of the Trustee hereunder. The Trustee shall be
entitled to extraordinary fees and expenses in connection with any Extraordinary Services
performed consistent with the duties hereunder or under any of the Loan Documents; provided
the Trustee shall not incur any extraordinary fees and expenses without the consent of the
Bondholder Representative (except that no consent shall be required if an Event of Default under
6.01(b) has occurred and is continuing). If any property, other than cash, shall at any time be
held by the Trustee subject to this Indenture, or any supplemental indenture, as security for the
Bonds, the Trustee, if and to the extent authorized by a receivership, bankruptcy, or other court
of competent jurisdiction or by the instrument subjecting such property to the provisions of this
Indenture as such security for the Bonds, shall be entitled to make advances for the purpose of
preserving such property or of discharging tax liens or other liens or encumbrances thereon.
Payment to the Trustee for its services and reimbursement to the Trustee for its expenses,
disbursements, liabilities and advances, shall be limited to the sources described in the Financing
Agreement and in Sections 4.11 and 6.05 hereof. The Issuer shall have no liability for Trustee’s
fees, costs or expenses. Subject to the provisions of Section 7.09 hereof, the Trustee agrees that
it shall continue to perform its duties hereunder (including, but not limited to, its duties as Paying
Agent and Bond Registrar) and under the Loan Documents even in the event that money
designated for payment of its fees shall be insufficient for such purposes or in the event that the
Borrower fails to pay the Trustee’s fees and expenses as required by the Financing Agreement.
The Borrower shall indemnify and hold harmless the Trustee and its officers, directors,
officials, employees, agents, receivers, attorneys, accountants, advisors, consultants and servants,
past, present or future, from and against (a) any and all claims by or on behalf of any Person
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arising from any cause whatsoever in connection with this Indenture or transactions
contemplated hereby, the Projects, or the issuance of the Bonds; (b) any and all claims arising
from any act or omission of the Borrower or any of its agents, contractors, servants, employees
or licensees in connection with the Projects, or the issuance of the Bonds; and (c) all costs,
counsel fees, expenses or liabilities incurred in connection with any such claim or proceeding
brought thereon; except that the Borrower shall not be required to indemnify any Person for
damages caused by the gross negligence, willful misconduct or unlawful acts of such Person or
which arise from events occurring after the Borrower ceases to own the Projects. In the event
that any action or proceeding is brought or claim made against the Trustee, or any of its officers,
directors, officials, employees, agents, receivers, attorneys, accountants, advisors, consultants or
servants, with respect to which indemnity may be sought hereunder, the Borrower, upon written
notice thereof from the indemnified party, shall assume the investigation and defense thereof,
including the employment of counsel and the payment of all expenses. The indemnified party
shall have the right to approve a settlement to which it is a party and to employ separate counsel
in any such action or proceedings and to participate in the investigation and defense thereof, and
the Borrower shall pay the reasonable fees and expenses of such separate counsel. The
provisions of this Section shall survive the termination of this Indenture.
Section 7.07 Qualifications of Trustee. There shall at all times be a Trustee
hereunder which shall be an association or a corporation organized and doing business under the
laws of the United States of America or any state thereof, authorized under such laws to exercise
corporate trust powers. Any successor Trustee shall have a combined capital and surplus of at
least $50,000,000 (or shall be a wholly owned subsidiary of an association or corporation that
has such combined capital and surplus), and be subject to supervision or examination by federal
or state authority, or shall have been appointed by a court of competent jurisdiction pursuant to
Section 7.09. If such association or corporation publishes reports of condition at least annually,
pursuant to law or to the requirements of any supervising or examining authority referred to
above, then for the purposes of this Section, the combined capital and surplus of such association
or corporation shall be deemed to be its combined capital and surplus as set forth in its most
recent report of condition so published. In case at any time the Trustee shall cease to be eligible
in accordance with the provisions of this Section and another association or corporation is
eligible, the Trustee shall resign immediately in the manner and with the effect specified in
Section 7.09.
Section 7.08 Merger of Trustee. Any association or corporation into which the
Trustee may be converted or merged, or with which it may be consolidated, or to which it may
sell or transfer its corporate trust business and assets as a whole or substantially as a whole, or
any association or corporation resulting from any such conversion, sale, merger, consolidation or
transfer to which it is a party shall, ipso facto, be and become successor Trustee hereunder and
vested with all the title to the whole property or Trust Estate and all the trusts, powers,
discretions, immunities, privileges and all other matters as was its predecessor, without the
execution or filing of any instruments or any further act, deed or conveyance on the part of any
of the parties hereto, anything herein to the contrary notwithstanding, and shall also be and
become successor Trustee in respect of the beneficial interest of the Trustee in the Loan.
Section 7.09 Resignation by the Trustee. The Trustee may at any time resign from
the trusts hereby created by giving written notice to the Issuer, the Borrower and the Bondholder
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Representative, and by giving notice by certified mail or overnight delivery service to each
Holder of the Bonds then Outstanding. Such notice to the Issuer, the Borrower and the
Bondholder Representative may be served personally or sent by certified mail or overnight
delivery service. The resignation of the Trustee shall not be effective until a successor Trustee
has been appointed as provided herein and such successor Trustee shall have agreed in writing to
be bound by the duties and obligations of the Trustee hereunder.
Section 7.10 Removal of the Trustee. The Trustee may be removed at any time,
either with or without cause, with the consent of the Bondholder Representative (which consent
of the Bondholder Representative shall not be unreasonably withheld and which approval shall
be deemed given after fifteen (15) days if the Bondholder Representative has not responded to a
written request for such approval) by a written instrument signed by the Issuer and delivered to
the Trustee and the Borrower, and if an Event of Default shall have occurred and be continuing,
other than an Event of Default under Section 6.01(b), by a written instrument signed by the
Bondholder Representative and delivered to the Trustee, the Issuer and the Borrower. The
Trustee may also be removed, if an Event of Default under Section 6.01(b) shall have occurred
and be continuing, by a written instrument or concurrent instruments signed by the Holders of
more than 51% of the aggregate principal amount of the Bonds then Outstanding and delivered
to the Trustee, the Issuer, the Borrower and the Bondholder Representative. The Trustee may
also be removed by the Bondholder Representative following notice to the Issuer and after a
thirty (30) day period during which the Issuer may attempt to cause the Trustee to discharge its
duties in a manner acceptable to Bondholder Representative, the Borrower and to each registered
Owner of Bonds then Outstanding as shown on the Bond Registrar. Any such removal shall take
effect on the day specified in such written instrument(s), but the Trustee shall not be discharged
from the trusts hereby created until a successor Trustee has been appointed and has accepted
such appointment and has agreed in writing to be bound by the duties and obligations of the
Trustee hereunder.
Section 7.11 Appointment of Successor Trustee.
(a) In case at any time the Trustee shall resign or be removed, or be dissolved, or
shall be in course of dissolution or liquidation, or otherwise become incapable of acting
hereunder, or shall be adjudged a bankrupt or insolvent, or if a receiver of the Trustee or of its
property shall be appointed, or if a public supervisory office shall take charge or control of the
Trustee or of its property or affairs, a vacancy shall forthwith and ipso facto be created in the
office of such Trustee hereunder, and the Issuer, with the written consent of the Bondholder
Representative (which consent shall not be unreasonably withheld and which consent shall be
deemed given after fifteen (15) days if the applicable party has not responded to a written request
from the Issuer for such consent), shall promptly appoint a successor Trustee. Any such
appointment shall be made by a written instrument executed by an Authorized Officer of the
Issuer.
(b) If, in a proper case, no appointment of a successor Trustee shall be made pursuant
to subsection (a) of this Section 7.11 within sixty (60) days following delivery of all required
notices of resignation given pursuant to Section 7.09 or of removal of the Trustee pursuant to
Section 7.10, the retiring Trustee may apply to any court of competent jurisdiction to appoint a
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successor Trustee. The court may thereupon, after such notice, if any, as such court may deem
proper and prescribe, appoint a successor Trustee.
Section 7.12 Concerning Any Successor Trustee. Every successor Trustee
appointed hereunder shall execute, acknowledge and deliver to its predecessor and also to the
Issuer a written instrument accepting such appointment hereunder, accepting assignment of the
beneficial interest in the Mortgage, and thereupon such successor, without any further act, deed
or conveyance, shall become fully vested with all the Trust Estate and the rights, powers, trusts,
duties and obligations of its predecessor; but such predecessor shall, nevertheless, on the written
request of the Issuer, the Borrower or the Bondholder Representative, or of its successor, and
upon payment of all amounts due such predecessor, including but not limited to fees and
expenses of counsel, execute and deliver such instruments as may be appropriate to transfer to
such successor Trustee all the Trust Estate and the rights, powers and trusts of such predecessor
hereunder; and every predecessor Trustee shall deliver all securities and money held by it as
Trustee hereunder to its successor. Should any instrument in writing from the Issuer be required
by a successor Trustee for more fully and certainly vesting in such successor the Trust Estate and
all rights, powers and duties hereby vested or intended to be vested in the predecessor, any and
all such instruments in writing shall, on request, be executed, acknowledged and delivered by the
Issuer. The resignation of any Trustee and the instrument or instruments removing any Trustee
and appointing a successor hereunder, together with all other instruments provided for in this
Article, shall be filed and/or recorded by the successor Trustee in each recording office where
this Indenture shall have been filed and/or recorded. Each successor Trustee shall mail notice by
first class mail, postage prepaid, at least once within 30 days of such appointment, to the Owners
of all Bonds Outstanding at their addresses on the Bond Register.
Section 7.13 Successor Trustee as Trustee, Paying Agent and Bond Registrar. In
the event of a change in the office of Trustee, the predecessor Trustee which shall have resigned
or shall have been removed shall cease to be trustee and paying agent on the Bonds and Bond
Registrar, and the successor Trustee shall become such Trustee, Paying Agent and Bond
Registrar.
Section 7.14 Appointment of Co-Trustee or Separate Trustee. It is the intent of the
Issuer and the Trustee that there shall be no violation of any law of any jurisdiction (including
particularly the laws of the State) denying or restricting the right of banking corporations or
associations to transact business as Trustee in such jurisdiction. It is recognized that in case of
litigation under or connected with this Indenture, the Financing Agreement or any of the other
Loan Documents, and, in particular, in case of the enforcement of any remedies on default, or in
case the Trustee deems that by reason of any present or future law of any jurisdiction it may not
exercise any of the powers, rights or remedies herein or therein granted to the Trustee or hold
title to the properties in trust, as herein granted, or take any other action which may be desirable
or necessary in connection therewith, it may be necessary that the Trustee, with the consent of
the Issuer, appoint an additional individual or institution as a co-trustee or separate trustee.
In the event that the Trustee appoints an additional individual or institution as a co-trustee
or separate trustee, in the event of the incapacity or lack of authority of the Trustee, by reason of
any present or future law of any jurisdiction, to exercise any of the rights, powers, trusts and
remedies granted to the Trustee herein or to hold title to the Trust Estate or to take any other
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action that may be necessary or desirable in connection therewith, each and every remedy,
power, right, obligation, claim, demand, cause of action, immunity, estate, title, interest and lien
expressed or intended by this Indenture to be imposed upon, exercised by or vested in or
conveyed to the Trustee with respect thereto shall be imposed upon, exercisable by and vest in
such separate trustee or co-trustee, but only to the extent necessary to enable such co-trustee or
separate trustee to exercise such powers, rights, trusts and remedies, and every covenant and
obligation necessary to the exercise thereof by such co-trustee or separate trustee shall run to and
be enforceable by either of them, subject to the remaining provisions of this Section 7.14. Such
co-trustee or separate trustee shall deliver an instrument in writing acknowledging and accepting
its appointment hereunder to the Issuer and the Trustee.
Should any instrument in writing from the Issuer be required by the co-trustee or separate
trustee so appointed by the Trustee for more fully and certainly vesting in and confirming to him
or it such properties, rights, powers, trusts, duties and obligations, any and all such instruments in
writing shall, on request, be executed, acknowledged and delivered by the Issuer, the Trustee and
the Borrower. If the Issuer shall fail to deliver the same within thirty (30) days of such request,
the Trustee is hereby appointed attorney-in-fact for the Issuer to execute, acknowledge and
deliver such instruments in the Issuer’s name and stead. In case any co-trustee or separate
trustee, or a successor to either, shall die, become incapable of acting, resign or be removed, all
the estates, properties, rights, powers, trusts, duties and obligations of such co-trustee or separate
trustee, so far as permitted by law, shall vest in and be exercised by the Trustee until the
appointment of a new trustee or successor to such co-trustee or separate trustee.
Every co-trustee or separate trustee shall, to the extent permitted by law, but to such
extent only, be appointed subject to the following terms, namely:
(a) The Bonds shall be authenticated and delivered, and all rights, powers, trusts,
duties and obligations by this Indenture conferred upon the Trustee in respect of the custody,
control or management of money, papers, securities and other personal property shall be
exercised solely by the Trustee;
(b) all rights, powers, trusts, duties and obligations conferred or imposed upon the
Trustee shall be conferred or imposed upon or exercised or performed by the Trustee, or by the
Trustee and such co-trustee, or separate trustee jointly, as shall be provided in the instrument
appointing such co-trustee or separate trustee, except to the extent that under the law of any
jurisdiction in which any particular act or acts are to be performed the Trustee shall be
incompetent or unqualified to perform such act or acts, in which event such act or acts shall be
performed by such co-trustee or separate trustee;
(c) any request in writing by the Trustee to any co-trustee or separate trustee to take
or to refrain from taking any action hereunder shall be sufficient warrant for the taking or the
refraining from taking of such action by such co-trustee or separate trustee;
(d) any co-trustee or separate trustee to the extent permitted by law shall delegate to
the Trustee the exercise of any right, power, trust, duty or obligation, discretionary or otherwise;
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(e) the Trustee at any time by an instrument in writing with the concurrence of the
Issuer evidenced by a certified resolution may accept the resignation of or remove any co-trustee
or separate trustee appointed under this Section and in case an Event of Default shall have
occurred and be continuing, the Trustee shall have power to accept the resignation of or remove
any such co-trustee or separate trustee without the concurrence of the Issuer, and upon the
request of the Trustee, the Issuer shall join with the Trustee in the execution, delivery and
performance of all instruments and agreements necessary or proper to effectuate such resignation
or removal. A successor to any co-trustee or separate trustee so resigned or removed may be
appointed in the manner provided in this Section;
(f) no Trustee or co-trustee hereunder shall be personally liable by reason of any act
or omission of any other Trustee hereunder;
(g) any demand, request, direction, appointment, removal, notice, consent, waiver or
other action in writing executed by the Bondholders and delivered to the Trustee shall be deemed
to have been delivered to each such co-trustee or separate trustee; and
(h) any money, papers, securities or other items of personal property received by any
such co-trustee or separate trustee hereunder shall forthwith, so far as may be permitted by law,
be turned over to the Trustee.
The total compensation of the Trustee and co-trustee or separate trustee shall be as, and
may not exceed the amount, provided in Section 7.06 hereof.
Section 7.15 Notice of Certain Events. The Trustee shall give written notice to the
Issuer and the Bondholder Representative of any failure by the Borrower to comply with the
terms of the Regulatory Agreements of which a Responsible Officer has actual knowledge.
Section 7.16 Partial Release of Mortgage. Upon receipt of written direction from
the Bondholder Representative, the Trustee shall execute and file such documents as may be
necessary in connection with a partial release of the Mortgage, whether upon partial redemption
of the Bonds or otherwise.
Section 7.17 Filing of Financing Statements. The Trustee shall, at the expense of
the Borrower, file or record or cause to be filed or recorded all UCC continuation statements for
the purpose of continuing without lapse the effectiveness of those financing statements which
have been filed on or approximately on the Closing Date in connection with the security for the
Bonds pursuant to the authority of the UCC. Upon the filing of any such continuation statement
the Trustee shall immediately notify the Issuer, the Borrower, the Bondholder Representative
that the same has been done. If direction is given by the Bondholder Representative, the Trustee
shall file all continuation statements in accordance with such directions.
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ARTICLE VIII
SUPPLEMENTAL INDENTURES AND
AMENDMENTS OF CERTAIN DOCUMENTS
Section 8.01 Supplemental Indentures Not Requiring Consent of Bondholders .
The Issuer and the Trustee may from time to time and at any time, without the consent of, or
notice to, any of the Bondholders, but with the prior written consent of the Bondholder
Representative, enter into an indenture or indentures supplemental to this Indenture for any one
or more of the following purposes:
(a) to cure any formal defect, omission, inconsistency or ambiguity herein in a
manner not materially adverse to the Holder of any Bond to be Outstanding after the effective
date of the change;
(b) to grant to or confer upon the Trustee for the benefit of the Holders of the Bonds
any additional rights, remedies, powers or authority that may lawfully be granted or conferred
and that are not contrary to or inconsistent with this Indenture or the rights of the Trustee
hereunder as theretofore in effect;
(c) to subject to the lien and pledge of this Indenture additional revenues, properties
or collateral;
(d) to modify, amend or supplement this Indenture or any indenture supplemental
hereto in such manner as to permit the qualification hereof and thereof under the Indenture Act
of 1939, as amended, or any similar federal statute hereafter in effect or to permit the
qualification of the Bonds for sale under any state blue sky laws;
(e) to make such additions, deletions or modifications as may be, in the opinion of
Bond Counsel delivered to the Issuer and the Trustee, necessary to maintain the exclusion from
gross income for federal income tax purposes of interest on the Bonds; or
(f) to modify, amend or supplement this Indenture in any other respect which is not
materially adverse to the Holders of the Bonds to be Outstanding after the effective date of the
change and which does not involve a change described in Section 8.02.
Section 8.02 Supplemental Indentures Requiring Consent of Bondholders . With
the prior written consent of the Bondholder Representative, the Holders of more than 51% of the
aggregate principal amount of the Bonds then Outstanding shall have the right, from time to
time, to consent to and approve the execution by the Issuer and the Trustee of such indenture or
indentures supplemental hereto as shall be deemed necessary and desirable by the Issuer for the
purpose of modifying, altering, amending, adding to or rescinding, in any particular, any of the
terms or provisions contained in this Indenture; provided, however, that nothing in this Section
contained shall permit, or be construed as permitting, (a) an extension of the time for payment of,
or an extension of the stated maturity or reduction in the principal amount or reduction in the rate
of interest on or extension of the time of payment, of interest on, or reduction of any premium
payable on the redemption of, any Bonds, or a reduction in the Borrower’s obligation on the
Note, without the consent of the Holders of all of the Bonds then Outstanding, (b) the creation of
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any lien prior to or on a parity with the lien of this Indenture, (c) a reduction in the aforesaid
percentage of the principal amount of Bonds which is required in connection with the giving of
consent to any such supplemental indenture, without the consent of the Holders of all of the
Bonds then Outstanding, (d) the modification of the rights, duties or immunities of the Trustee,
without the written consent of the Trustee, (e) a privilege or priority of any Bond over any other
Bonds, or (f) any action that results in the interest on the Bonds becoming included in gross
income for federal income tax purposes.
If at any time the Issuer shall request the Trustee to enter into any such supplemental
indenture for any of the purposes of this Section, the Trustee shall, upon being satisfactorily
indemnified with respect to expenses, cause notice of the proposed execution of such
supplemental indenture to be mailed, postage prepaid, to all registered Bondholders and to the
Bondholder Representative. Such notice shall briefly set forth the nature of the proposed
supplemental indenture and shall state that copies thereof are on file at the corporate trust office
of the Trustee for inspection by all Bondholders.
Thirty (30) days after the date of the mailing of such notice, the Issuer and the Trustee
may enter into such supplemental indenture substantially in the form described in such notice,
but only if there shall have first been or is simultaneously delivered to the Trustee the required
consents, in writing, of the Bondholder Representative and the Holders of not less than the
percentage of Bonds required by this Section 8.02. If the Holders of not less than the percentage
of Bonds required by this Section 8.02 shall have consented to and approved the execution and
delivery of a supplemental indenture as provided herein, no Holder of any Bond shall have any
right to object to any of the terms and provisions contained therein, or the operation thereof, or in
any manner to question the propriety of the execution thereof, or to enjoin or restrain the Trustee
or the Issuer from executing the same or from taking any action pursuant to the provisions
thereof. Upon the execution of any such supplemental indenture as in this Section 8.02
permitted and provided, this Indenture shall be and be deemed to be modified and amended in
accordance therewith. The Trustee may rely upon an opinion of counsel as conclusive evidence
that execution and delivery of a supplemental indenture has been effected in compliance with the
provisions of this Article VIII.
Anything in this Article VIII to the contrary notwithstanding, unless the Borrower shall
then be in default of any of its obligations under the Financing Agreement, the Regulatory
Agreements, the Note or the Mortgage, a supplemental indenture under this Article VIII which
affects any rights of the Borrower shall not become effective unless and until the Borrower shall
have expressly consented in writing to the execution and delivery of such supplemental
indenture. In this regard, the Trustee shall cause notice of the proposed execution and delivery
of any such supplemental indenture to be mailed by certified or registered mail to the Borrower
or the Borrower’s attorney at least fifteen (15) days prior to the proposed date of execution and
delivery of any supplemental indenture.
Notwithstanding any other provision of this Indenture, the Issuer and the Trustee may
consent to any supplemental indenture upon receipt of the consent of the Bondholder
Representative, the Holders of all Bonds then Outstanding and, as applicable, the Borrower.
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Section 8.03 Amendments to Financing Agreement Not Requiring Consent of
Bondholders. The Trustee shall, without the consent of, or notice to, the Bondholders, but with
the consent of the Borrower and the Bondholder Representative, consent to any amendment,
change or modification of the Financing Agreement as follows:
(a) as may be required by the provisions of the Financing Agreement or this
Indenture;
(b) to cure any formal defect, omission, inconsistency or ambiguity in the Financing
Agreement in a manner not materially adverse to the Holder of any Bond to be Outstanding after
the effective date of the change;
(c) to make such additions, deletions or modifications as may be necessary, in the
opinion of Bond Counsel delivered to the Issuer and the Trustee, to maintain the exclusion from
gross income for federal income tax purposes of interest on the Bonds; or
(d) to modify, amend or supplement the Financing Agreement in any other respect
which is not materially adverse to the Trustee or Holders of the Bonds to be Outstanding after
the effective date of the change and which does not involve a change described in Section 8.04.
Section 8.04 Amendments to Financing Agreement Requiring Consent of
Bondholders. Except for the amendments, changes or modifications of the Financing
Agreement as provided in Section 8.03 hereof, neither the Issuer nor the Trustee shall consent to
any other amendment, change or modification of the Financing Agreement without the consent
of the Bondholder Representative, and the Borrower and without the giving of notice and the
written approval or consent of the Holders of at least 51% of the aggregate principal amount of
the Bonds then Outstanding given and procured in accordance with the procedure set forth in
Section 8.02 hereof; provided, however, that nothing contained in this Section 8.04 shall permit,
or be construed as permitting, any amendment, change or modification of the Borrower’s
obligation to make the payments required under the Financing Agreement without the consent of
the Holders of all of the Bonds then Outstanding. If at any time the Issuer and the Borrower
shall request the consent of the Trustee to any such proposed amendment, change or
modification of the Financing Agreement, the Trustee shall cause notice of such proposed
amendment, change or modification to be given in the same manner as provided in Section 8.02
hereof. Such notice shall briefly set forth the nature of such proposed amendment, change or
modification and shall state that copies of the instrument embodying the same are on file at the
Principal Office of the Trustee for inspection by Bondholders.
Section 8.05 [Reserved]
Section 8.06 Opinion of Bond Counsel Required. No supplement or amendment to
the Financing Agreement or this Indenture, as described in this Article VIII, shall be effective
until the Issuer, the Trustee and the Bondholder Representative shall have received an opinion of
Bond Counsel to the effect that such supplement or amendment is authorized or permitted by this
Indenture and, upon execution and delivery thereof, will be valid and binding upon the Issuer in
accordance with its terms and will not cause interest on the Bonds to be includable in gross
income of the Holders thereof for federal income tax purposes. The Trustee shall be entitled to
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receive, and shall be fully protected in relying upon, the opinion of any counsel approved by it as
conclusive evidence that (i) any proposed supplemental indenture or amendment permitted by
this Article VIII complies with the provisions of this Indenture, (ii) it is proper for the Trustee to
join in the execution of that supplemental indenture or amendment under the provisions of this
Article VIII, and (iii) if applicable, such proposed supplemental indenture or amendment is not
materially adverse to the interests of the Bondholders.
ARTICLE IX
SATISFACTION AND DISCHARGE OF INDENTURE
Section 9.01 Discharge of Lien. If the Issuer shall pay or cause to be paid to the
Holders of the Bonds the principal and interest to become due thereon at the times and in the
manner stipulated therein and herein, in any one or more of the following ways:
(a) by the payment of the principal of and interest on all Bonds Outstanding; or
(b) by the deposit or credit to the account of the Trustee, in trust, of money or
securities in the necessary amount (as provided in Section 9.04) to pay the principal, redemption
price and interest to the date established for redemption whether by redemption or otherwise; or
(c) by the delivery to the Trustee, for cancellation by it, of all Bonds Outstanding.
and shall have paid all amounts due and owing to the Bondholder Representative hereunder, and
shall have paid all fees and expenses of and any other amounts due to the Trustee, and if the
Issuer shall keep, perform and observe all and singular the covenants and promises in the Bonds
and in this Indenture expressed as to be kept, performed and observed by it or on its part, then
these presents and the estates and rights hereby granted shall cease, determine and be void, and
thereupon the Trustee shall cancel and discharge the lien of this Indenture and execute and
deliver to the Issuer such instruments in writing as shall be requisite to satisfy the lien hereof,
and reconvey to the Issuer the estate hereby conveyed, and assign and deliver to the Issuer any
interest in property at the time subject to the lien of this Indenture which may then be in its
possession, except amounts held by the Trustee for the payment of principal of, interest, on the
Bonds, or the payment of any amounts owed to the United States pursuant to Section 4.13.
Any Outstanding Bond shall prior to the maturity or redemption date thereof be deemed
to have been paid within the meaning and with the effect expressed in the first paragraph of this
Section 9.01 if, under circumstances which do not cause interest on the Bonds to become
includable in the Holders’ gross income for purposes of federal income taxation, the following
conditions shall have been fulfilled: (a) in case such Bond is to be redeemed on any date prior to
its maturity, the Trustee shall have given to the Bondholder irrevocable notice of redemption of
such Bond on said date; (b) there shall be on deposit with the Trustee, pursuant to Section 9.04
hereof, either money or direct obligations of the United States of America in an amount, together
with anticipated earnings thereon (but not including any reinvestment of such earnings), which
will be sufficient to pay, when due, the principal or redemption price, if applicable, and interest
due and to become due on such Bond on the redemption date or Maturity Date thereof, as the
case may be; and (c) in the case of Bonds which do not mature or will not be redeemed within
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Sixty (60) days of such deposit, the Trustee shall have received a verification report of a firm of
certified public accountants reasonably acceptable to the Trustee as to the adequacy of the
amounts so deposited to fully pay the Bonds deemed to be paid.
The Trustee shall in no event cause the Bonds to be optionally redeemed from money
deposited pursuant to this Article IX unless the requirements of Article III have been met with
respect to such redemption.
Section 9.02 [Reserved]
Section 9.03 Discharge of Liability on Bonds. Upon the deposit with the Trustee, in
trust, at or before maturity, of money or securities in the necessary amount (as provided in
Section 9.01) to pay or redeem Outstanding Bonds (whether upon or prior to their maturity or the
redemption date of such Bonds) provided that, if such Bonds are to be redeemed prior to the
maturity thereof, notice of such redemption shall have been given as in Article III provided or
provision satisfactory to the Trustee shall have been made for the giving of such notice, all
liability of the Issuer in respect of such Bonds shall cease, terminate and be completely
discharged, except only that thereafter the holders thereof shall be entitled to payment by the
Issuer, and the Issuer shall remain liable for such payment, but only out of the money or
securities deposited with the Trustee as aforesaid for their payment, subject, however, to the
provisions of Section 9.04.
Section 9.04 Payment of Bonds After Discharge of Indenture. Notwithstanding
any provisions of this Indenture, and subject to applicable unclaimed property laws of the State,
any money deposited with the Trustee or any paying agent in trust for the payment of the
principal of, interest on the Bonds remaining unclaimed for two (2) years after the payment
thereof, to the extent permitted by applicable law, shall be paid to the Borrower, whereupon all
liability of the Issuer and the Trustee with respect to such money shall cease, and the holders of
the Bonds shall thereafter look solely to the Borrower for payment of any amounts then due. All
money held by the Trustee and subject to this Section 9.04 shall be held uninvested and without
liability for interest thereon.
Section 9.05 Deposit of Money or Securities With Trustee. Whenever in this
Indenture it is provided or permitted that there be deposited with or credited to the account of or
held in trust by the Trustee money or securities in the necessary amount to pay or redeem any
Bonds, the money or securities so to be deposited or held shall consist of:
(a) lawful money of the United States of America in an amount equal to the principal
amount of such Bonds and all unpaid interest thereon to maturity, except that, in the case of
Bonds which are to be redeemed prior to maturity and in respect of which there shall have been
furnished to the Trustee proof satisfactory to it that notice of such redemption on a specified
redemption date has been duly given or provision satisfactory to the Trustee shall be made for
such notice, the amount so to be deposited or held shall be the principal amount of such Bonds
and interest thereon to the redemption date; or
(b) noncallable and nonprepayable direct obligations of the United States of America
or noncallable and nonprepayable obligations which as to principal and interest constitute full
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faith and credit obligations of the United States of America, in such amounts and maturing at
such times that the proceeds of said obligations received upon their respective maturities and
interest payment dates, without further reinvestment, will provide funds sufficient, in the opinion
of a nationally recognized firm of certified public accountants, to pay the principal, and interest
to maturity, or to the redemption date, as the case may be, with respect to all of the Bonds to be
paid or redeemed, as such principal, and interest become due; provided that the Trustee shall
have been irrevocably instructed by the Issuer to apply the proceeds of said obligations to the
payment of said principal, and interest with respect to such Bonds.
ARTICLE X
[RESERVED]
ARTICLE XI
MISCELLANEOUS
Section 11.01 Consents and Other Instruments of Bondholders. Any consent,
request, direction, approval, waiver, objection, appointment or other instrument required by this
Indenture to be signed and executed by the Bondholders may be signed and executed in any
number of concurrent writings of similar tenor and may be signed or executed by such
Bondholders in person or by agent appointed in writing. Proof of the execution of any such
instrument, if made in the following manner, shall be sufficient for any of the purposes of this
Indenture, and shall be conclusive in favor of the Trustee with regard to any action taken under
such instrument, namely:
(a) the fact and date of the execution by any Person of any such instrument may be
proved by the affidavit of a witness of such execution or by the certificate of any notary public or
other officer of any jurisdiction, authorized by the laws thereof to take acknowledgments of
deeds, certifying that the Person signing such instrument acknowledged the execution thereof.
Where such execution is by an officer of a corporation or association or a member of a
partnership on behalf of such corporation, association or partnership, such affidavit or certificate
shall also constitute sufficient proof of such authority;
(b) the ownership of registered Bonds shall be proved by the Bond Register; and
(c) any request, consent or vote of the Holder of any Bond shall bind every future
Holder of the same Bond and the Holder of every Bond issued in exchange therefor or in lieu
thereof, in respect of anything done or permitted to be done by the Trustee or the Issuer in
pursuance of such request, consent or vote.
Section 11.02 [Reserved]
Section 11.03 Limitation of Rights. With the exception of rights herein expressly
conferred, nothing expressed or to be implied from this Indenture or the Bonds is intended or
shall be construed to give to any Person other than the Parties hereto, the Bondholder
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Representative, the Borrower and the Holders of the Bonds, any legal or equitable right, remedy
or claim under or in respect to this Indenture or any covenants, conditions and provisions hereof.
Section 11.04 Severability. If any provision of this Indenture shall be held or deemed
to be, or shall in fact be inoperative or unenforceable as applied in any particular case in any
jurisdiction or jurisdictions or in all jurisdictions, or in all cases because it conflicts with any
other provision or provisions hereof or any constitution, statute, rule of law or public policy, or
for any other reason, such circumstances shall not have the effect of rendering the provision in
question inoperative or unenforceable in any other case or circumstance, or of rendering any
other provision or provisions herein contained invalid, inoperative, or unenforceable to any
extent whatever.
The invalidity of any one or more phrases, sentences, clauses or sections in this Indenture
contained, shall not affect the remaining portions of this Indenture, or any part thereof.
Section 11.05 Notices.
(a) Any provision of this Indenture relating to the mailing of notice or other
communication to Bondholders shall be deemed fully complied with if such notice or other
communication is mailed, by first class mail, postage prepaid, to each registered Owner of any
Bonds then Outstanding at the address of such registered Owner as it appears on the Bond
Register. Whenever in this Indenture the giving of notice by mail or otherwise is required, the
giving of such notice may be waived in writing by the Person entitled to receive such notice and
in any such case the giving or receipt of such notice shall not be a condition precedent to the
validity of any action taken in reliance upon such waiver.
Any notice, request, complaint, demand, communication or other paper required or
permitted to be delivered to the Issuer, the Trustee, the Bondholder Representative, or the
Borrower shall be sufficiently given and shall be deemed given (unless another form of notice
shall be specifically set forth herein) on the Business Day following the date on which such
notice or other communication shall have been delivered to a national overnight delivery service
(receipt of which to be evidenced by a signed receipt from such overnight delivery service)
addressed to the appropriate party at the addresses set forth below or as may be required or
permitted by this Indenture by Electronic Notice or by a facsimile transmission for which a
confirmation of receipt has been delivered. The Issuer, the Trustee, the Bondholder
Representative, or the Borrower may, by notice given as provided in this paragraph, designate
any further or different address to which subsequent notices or other communication shall be
sent.
The Issuer: County of Contra Costa
Department of Conservation and Development
30 Muir Road
Martinez, CA 94553
Attention: Community Development Bond
Program Manager
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The Trustee:
The Borrower: Reliant – Mira Vista, LLC
c/o Rainbow – Mira Vista, LLC
General Partner
275 Battery Street, Suite 500
San Francisco, CA 94111
Attention: Executive Director
Telephone: (602) 903-1843
Facsimile: (623) 687-9472
With a copy to: Gung Ho – Mira Vista, LLC
Co-General Partner
275 Battery Street, Suite 500
San Francisco, CA 94111
Attention: Robert Lawler
Telephone: (415) 501-9605
Facsimile: (415) 788-0435
With a copy to: Arent Fox, LLP
55 2nd Street, Suite 2100
San Francisco, CA 94105
Telephone: (415) 757-5894
Facsimile: (415) 757-5501
Attention: MJ Pritchett
Bondholder
Representative: Reliant CAP VIII, LLC
c/o Reliant Group Management, LLC
275 Battery Street, Suite 500
San Francisco, CA 94111
Attention: Caskie Collet
Telephone: (415) 501-9602
Facsimile: (415) 788-0435
The Trustee agrees to accept and act upon facsimile transmission of written instructions
and/or directions pursuant to this Indenture, provided, however, that subsequent to such facsimile
transmission of written instructions, the originally executed instructions and/or directions shall
be provided to the Trustee in a timely manner.
(b) The Trustee shall provide to the Bondholder Representative (i) prompt notice of
the occurrence of any Event of Default pursuant to Section 6.01 hereof and (ii) any written
information or other written communication received by the Trustee hereunder within ten
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(10) Business Days of receiving a written request from the Bondholder Representative for any
such information or other communication.
Section 11.06 [Reserved]
Section 11.07 Trustee as Paying Agent and Bond Registrar. The Trustee is hereby
designated and agrees to act as Paying Agent and Bond Registrar for and in respect to the Bonds.
When acting in either such capacity, the Trustee will receive the same rights, protections and
indemnifications afforded to the Trustee hereunder.
Section 11.08 Payments Due on Non-Business Days. In any case where a date of
payment with respect to any Bonds shall be a day other than a Business Day, then such payment
need not be made on such date but may be made on the next succeeding Business Day with the
same force and effect as if made on such date, and no interest shall accrue for the period after
such date providing that payment is made on such next succeeding Business Day.
Section 11.09 Counterparts. This Indenture may be executed in several counterparts,
each of which shall be an original and all of which shall constitute but one and the same
instrument.
Section 11.10 Governing Law. This Indenture and the Bonds shall be deemed to be
contracts made under the laws of the State and for all purposes shall be governed by and
construed in accordance with the laws of the State.
Section 11.11 No Personal Liability; No Recourse. No recourse under or upon any
obligation, covenant, warranty or agreement contained in this Indenture or in any Bond, or under
any judgment obtained against the Issuer, or the enforcement of any assessment, or any legal or
equitable proceedings by virtue of any constitution or statute or otherwise, or under any
circumstances under or independent of this Indenture, shall be had against any member of the
Board of Supervisors of the Issuer, the officers, agents or employees of the Issuer, as such, past,
present or future of the Issuer, either directly or through the Issuer or otherwise, for the payment
for or to the Issuer or any receiver of the Issuer, or for or to the owner of any Bond, or otherwise,
of any sum that may be due and unpaid by the Issuer upon any such Bond. Any and all personal
liability of every nature whether at common law or in equity or by statute or by constitution or
otherwise of the officer, agent or employee, as such, by reason of any act of omission on his or
her part or otherwise, for the payment for or to the owner of any Bond or otherwise of any sum
that may remain due and unpaid upon the Bonds secured by this Indenture or any of them is, by
the acceptance of such Bond, expressly waived and released as a condition of and in
consideration for the execution of this Indenture and the issuance of the Bonds. Anything in this
Indenture to the contrary notwithstanding, it is expressly understood by the parties to this
Indenture that (a) the Issuer may rely exclusively on the truth and accuracy of any certificate,
opinion, notice or other instrument furnished to the Issuer by the Trustee or any Bondholder as to
the existence of any fact or state of affairs, (b) the Issuer shall not be under any obligation under
this Indenture to perform any record keeping or to provide any legal services, it being understood
that such services shall be performed or caused to be performed by the Trustee or by the
Bondholders and (c) none of the provisions of this Indenture shall require the Issuer to expend or
risk its own funds or otherwise to incur financial liability in the performance of any of its duties
February 9, 2016 Official Minutes 714
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or in the exercise of any of its rights or powers under this Indenture, unless it shall first have
been adequately indemnified to its satisfaction against any costs, expenses and liability which it
may incur as a result of taking such action. No recourse for the payment of any part of the
principal of, premium, if any, or interest on the Bonds or for the satisfaction of any liability
arising from, founded upon or existing by reason of the issuance, purchase or ownership of the
Bonds shall be had against any member of the Board of Supervisors of the Issuer or any officer,
agent or employee of the Issuer, as such, all such liability being expressly released and waived as
a condition of and as a part of the consideration for the execution of this Indenture and the
issuance of the Bonds. No covenant, stipulation, obligation or agreement of the Issuer contained
in this Indenture shall be deemed to be a covenant, stipulation, obligation or agreement of any
present or future member of the Board of Supervisors of the Issuer, officer, agent or employee of
the Issuer in other than that person's official capacity. No officer, agent or employee of the
Issuer shall be individually or personally liable for the payment of the principal or redemption
price of or interest on the Bonds or be subject to any personal liability or accountability by
reason of the issuance of the Bonds.
Section 11.12 Amendment of Original Indenture. This Indenture amends the
Original Indenture as of the Amendment Date and shall take effect on the Amendment Date.
This Indenture is entered into pursuant to Section 11.2 of the Original Indenture.
February 9, 2016 Official Minutes 715
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IN WITNESS WHEREOF, the Issuer and the Trustee have caused this Indenture to be
executed and delivered by duly authorized officers thereof as of the day and year first written
above.
COUNTY OF CONTRA COSTA, as Issuer
By ____________________________________
John Kopchik, Director of the Department of
Conservation and Development
U.S. BANK NATIONAL ASSOCIATION,
as Trustee
By ____________________________________
Authorized Representative
February 9, 2016 Official Minutes 716
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CONSENTED TO AND AGREED:
RELIANT – MIRA VISTA, L.P., a California
limited partnership, as Borrower
By: Rainbow-Mira Vista, LLC, a California
limited liability company, its Managing
General Partner
By: Rainbow Housing Assistance Corporation
a California nonprofit public benefit corporation,
its Managing Member
By: __________________________________
Flynann Janisse, Executive Director
By: Gung Ho – Mira Vista, LLC,
a California limited liability company
its Co-General Partner
By: Gung Ho Partners, LLC
a Delaware limited liability company,
acting solely with respect to its series 52,
its Sole Member
By: Reliant Group Management, LLC,
a California limited liability company,
its Manager
By: _____________________________________
Caskie Collet, Manager
RELIANT CAP VIII, LLC,
a California limited liability company,
as Bondholder
By: ___________________________________
Caskie Collet, Chief Operating Officer
February 9, 2016 Official Minutes 717
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EXHIBIT A
FORM OF BOND
NO. R-___ $[________]
COUNTY OF CONTRA COSTA
MULTIFAMILY HOUSING REFUNDING REVENUE BONDS
(MIRA VISTA HILLS APARTMENTS PROJECT)
1999 SERIES H
THIS BOND MAY BE OWNED ONLY BY AN “ACCREDITED INVESTOR” (AS SUCH
TERM IS DEFINED IN THE INDENTURE REFERENCED BELOW), AND THE
HOLDER HEREOF, BY THE ACCEPTANCE OF THIS INDENTURE (A)
REPRESENTS THAT IT IS AN ACCREDITED INVESTOR OR OTHER PERMITTED
TRANSFEREE, AND (B) ACKNOWLEDGES THAT IT CAN ONLY TRANSFER THIS
BOND TO ANOTHER ACCREDITED INVESTOR OR OTHER PERMITTED
TRANSFEREE IN ACCORDANCE WITH THE TERMS OF THE INDENTURE.
MATURITY DATE DATED DATE INTEREST RATE
October 15,2029 October 21, 1999 ____%
Registered Owner:
Principal Amount:
The County of Contra Costa, a political subdivision of the State of California (the
“Issuer”), for value received, hereby promises to pay (but only out of Revenues as hereinafter
provided) to the registered owner identified above or registered assigns, on the Maturity Date set
forth above, the principal sum set forth above and to pay (but only out of Revenues as hereinafter
provided) interest on the balance of said principal amount from time to time remaining unpaid
from and including the date hereof until payment of said principal amount has been made or duly
provided for, at the rates and on the dates determined as described herein and in the Indenture (as
hereinafter defined). The principal of and, on this Bond are payable at final maturity,
acceleration or redemption in lawful money of the United States of America upon surrender
hereof at the principal corporate trust office of U.S. Bank National Association, in
__________________, as Trustee, or its successor in trust (the “Trustee”). Payment of the
interest on any Bond shall be made on each Bond Pa yment Date (as hereinafter defined) to the
Person appearing on the bond registration books of the Bond Registrar as the Owner thereof on
the Record Date, such interest to be paid by the Paying Agent (i) to such Owner by check or draft
mailed on the Bond Payment Date, to such Owner’s address as it appears on the registration
books or at such other address as has been furnished to the Bond Registrar as provided below, in
writing by such Owner not later than the Record Date or (ii) upon written request, at least three
February 9, 2016 Official Minutes 718
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Business Days prior to the applicable Record Date, to the Owner of Bonds aggregating not less
than $1,000,000 in principal amount, by wire transfer in immediately available funds at an
account maintained in the United States at such wire address as such Owner shall specify in its
written notice; except, in each case, that, if and to the extent that there shall be a default in the
payment of the interest due on such Bond Payment Date, such defaulted interest shall be paid to
the Owner in whose name any such Bonds are registered at the close of business on the fifth to
last Business Day next preceding the date of payment of such defaulted interest.
The Bonds are limited obligations of the Issuer and, as and to the extent set forth in the
Indenture, are payable solely from, and secured by a pledge of and lien on, the Revenues . The
Bonds are all issued under and secured by and entitled to the benefits of an Amended and
Restated Trust Indenture, dated as of March 1, 2016 (the “Indenture”), between the Issuer and
the Trustee.
This Bond is one of a duly authorized issue of bonds of the Issuer designated as the
“County of Contra Costa Multifamily Housing Refunding Revenue Bonds (Mira Vista Hills
Apartments Project) 1999 Series H”, limited in aggregate principal amount of $10,655,000 (the
“Bonds”). Reference is hereby made to the Indenture and all indentures supplemental thereto for
a description of the rights thereunder of the registered owners of the Bonds, of the nature and
extent of the security, of the rights, duties and immunities of the Trustee and of the rights and
obligations of the Issuer thereunder, to all of the provisions of the Indenture and of the Financing
Agreement the holder of this Bond, by acceptance hereof, assents and agrees.
THE BONDS ARE LIMITED OBLIGATIONS OF THE ISSUER, PAYABLE SOLELY
FROM THE TRUST ESTATE AND OTHER SOURCES PROVIDED THEREFOR IN THE
INDENTURE. THE BONDS ARE NOT A DEBT OF THE ISSUER, THE STATE OF
CALIFORNIA OR ANY POLITICAL SUBDIVISION THEREOF. NEITHER THE FAITH
AND CREDIT NOR THE TAXING POWER OF THE STATE OF CALIFORNIA OR THE
ISSUER IS PLEDGED TO THE PAYMENT OF THE PRINCIPAL OF OR THE INTEREST
ON THE BONDS.
All terms not herein defined shall have the meanings ascribed to them in the Indenture.
The Bonds are issuable as fully registered bonds without coupons in denominations of
$100,000 or dollar amount in excess thereof (herein “Authorized Denominations”). Subject to
the limitations and upon payment of the charges, if any, provided in the Indenture, Bonds may be
exchanged at the Principal Corporate Trust Office of the Trustee and the Bond Registrar, for a
like aggregate principal amount of Bonds of other Authorized Denominations.
The Bonds may only be held by, or transferred to, an Accredited Investor (as defined in
the Indenture), with such Accredited Investor executing and delivering an Investor Letter in
the form attached as Exhibit B.
This Bond is transferable by the registered owner hereof, in person, or by its attorney
duly authorized in writing, at the Principal Corporate Trust Office of the Trustee and the Bond
Registrar, but only in the manner, subject to the limitations and upon payment of the charges
provided in the Indenture, and upon surrender and cancellation of this Bond. Upon such transfer
February 9, 2016 Official Minutes 719
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a new fully registered Bond or Bonds, in an Authorized Denomination or Denominations, for the
same aggregate principal amount, will be issued to the transferee in exchange therefor. The
Issuer, the Trustee and the Bond Registrar may treat the registered owner hereof as the absolute
owner hereof for all purposes, and the Issuer, the Trustee and the Bond Registrar shall not be
affected by any notice to the contrary.
Interest on the Bonds
Bond Payment Date has the meaning set forth in the Indenture.
Record Date means the 1st day of the month in which any Bond Payment Date falls.
Redemption of Bonds
The Bonds are subject to optional and mandatory redemption as set forth in the Indenture.
General Matters
The holder of this Bond shall have no right to institute any suit, action or proceeding at
law or in equity, for any remedy under or upon the Indenture, except as provided in the
Indenture.
No recourse shall be had for the payment of the principal of, or interest on any of the
Bonds or for any claim based thereon or upon any obligation, covenant or agreement in the
Indenture contained, against any past, present or future supervisor, officer, employee or agent of
the Issuer, or through the Issuer, or any successor to the Issuer, under any rule of law or equity,
statute or constitution or by the enforcement of any assessment or penalty or otherwise, and all
such liability of any such member, director, officer, employee or agent as such is hereby
expressly waived and released as a condition of and in consideration for the execution of the
Indenture and the issuance of any of the Bonds.
Amendments Permitted
The Indenture contains provisions permitting the Issuer and the Trustee to execute
supplemental indentures with the written consent of the Bondholder Representative and the
Owners of more than fifty-one percent (51%) in aggregate principal amount of Bonds at the time
Outstanding, subject to certain conditions as set forth in the Indenture.
The Indenture also contains provisions permitting the Issuer and the Trustee to execute
supplemental indentures, without consent of the Owners of the Bonds, subject to certain
conditions as set forth in the Indenture.
The Indenture prescribes the manner in which it may be discharged and after which the
Bonds shall no longer be secured by or entitled to the benefits of the Indenture, except for the
purposes of transfer and exchange of Bonds and of payment of the principal of and interest on
the Bonds as the same become due and payable, including a provision that under certain
circumstances the Bonds shall be deemed to be paid if certain securities, as defined therein,
maturing as to principal and interest in such amounts and at such times as to ensure the
February 9, 2016 Official Minutes 720
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availability of sufficient moneys to pay the principal of, and interest on the Bonds and all
necessary and proper fees, compensation and expenses of the Trustee shall have been deposited
with the Trustee.
No member or officer of the Issuer, nor any Person executing this Bond, shall in any
event be subject to any personal liability or accountability by reason of the issuance of the
Bonds.
It is hereby certified that all of the conditions, things and acts required to exist, to have
happened and to have been performed precedent to and in the issuance of this Bond do exist,
have happened and have been performed in due time, form and manner as required by the
Constitution and statutes of the State of California.
This Bond shall not be entitled to any benefit under the Indenture, or become valid or
obligatory for any purpose, until the certificate of authentication hereon endorsed shall have been
signed by the Bond Registrar.
In the event of any inconsistency between the provisions of this Bond and the provisions
of the Indenture, the provisions of the Indenture shall control.
IN WITNESS WHEREOF, the County of Contra Costa has caused this Bond to be duly
executed by the facsimile signature of an Authorized Officer all as of the date first written above.
COUNTY OF CONTRA COSTA
By:
Authorized Officer
February 9, 2016 Official Minutes 721
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CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds issued under the provisions of and described in the
within-mentioned Indenture.
Date of Authentication: _______________
U.S. BANK NATIONAL ASSOCIATION
By_______________________________
Authorized Signer
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned hereby sells, assigns and transfers unto
(Please insert Social Security Number or other identifying number of assignee)
(Please Print or Typewrite Name and Address of Assignee)
the within bond and all rights thereunder, and hereby irrevocably constitutes and
appoints_____________________ attorney to transfer the within Bond on the books kept for
registration thereof, with full power of substitution in the premises.
Dated: ________________.
Signature Guaranteed
___________________________
NOTICE: Signature(s) must be
guaranteed by an eligible guaranty
institution.
____________________________________
Signature
NOTICE: The Signature to this assignment
must correspond with the name as it appears
upon the face of the within Bond in every
particular, without alteration or enlargement
or any change whatever.
February 9, 2016 Official Minutes 722
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EXHIBIT B
[Date]
County of Contra Costa
Martinez, California
U.S. Bank National Association
_________________________
_________________________
Re: County of Contra Costa Multifamily Housing Refunding
Revenue Bonds (Mira Vista Hills Apartments Project)
1999 Series H (the “Bonds”)
Ladies and Gentlemen:
The undersigned (the “Purchaser”) hereby acknowledges receipt of $_____________
aggregate principal amount of Bonds, in fully registered form, constituting [all] [a portion] of the
Bonds currently outstanding.
The undersigned acknowledges that the Bonds were issued for the purpose of making a
construction loan to assist in the refinancing of the construction and equipping of a multifamily
rental housing facility located in Contra Costa County, California (the “Project”).
In connection with the purchase of the Bonds by the Purchaser, the Purchaser hereby
makes the following representations upon which you may rely:
1. The Purchaser has authority to purchase the Bonds and to execute this letter and
any other instruments and documents required to be executed by the Purchaser in connection
with the purchase of the Bonds.
2. The Purchaser is an “accredited investor” (an “Accredited Investor”) as defined in
Regulation D promulgated under the Securities Act of 1933 (the “Act”), which has sufficient
knowledge and experience in financial and business matters, including purchase and ownership
of multifamily housing revenue bonds, to be able to evaluate the risks and merits of the
investment represented by our purchase of the Bonds and we can bear the economic risk of our
purchase and ownership of the Bonds.
3. The Bonds are being acquired by the Purchaser for investment purposes and not
with a present view to, or for resale in connection with, any distribution of the Bonds, and the
Purchaser intends to hold the Bonds for its own account for an indefinite period of time and does
not intend at this time to dispose of all or any part of the Bonds. The Purchaser understands that
it may need to bear the risks of this investment for an indefinite time, since any sale prior to
maturity may not be possible.
February 9, 2016 Official Minutes 723
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4. The Purchaser understands that the Bonds are not registered under the Act, and
further understands that the Bonds (a) are not being registered or otherwise qualified for sale
under the “Blue Sky” laws and regulations of any state, (b) will not be listed in any stock or other
securities exchange, (c) will not carry a rating from any rating service and (d) will be delivered in
a form which may not be readily marketable.
5. The Purchaser acknowledges that it has either been supplied with or been given
access to information, including financial statements and other financial information, to which a
reasonable Purchaser would attach significance in making investment decisions, and the
Purchaser has had the opportunity to ask questions and receive answers from knowledgeable
individuals concerning the owner of the Project, the Project and the Bonds and the security
therefor so that, as a reasonable Purchaser, the Purchaser has been able to make its own decision
to purchase the Bonds. The Purchaser acknowledges that it has not relied upon the Issuer for any
information in connection with the Purchaser’s purchase of the Bonds.
6. The Purchaser acknowledges that it has the right to sell and transfer the Bonds to
Accredited Investors in denominations of at least $100,000, subject to the delivery to the Trustee
of a purchaser’s letter from each transferee to the same effect as this Purchaser’s Letter, with no
material revisions except as may be approved in writing by the Issuer. Failure to deliver such
purchaser’s letter shall cause the purported transfer to be null and void.
7. The Purchaser hereby agrees to indemnify and hold harmless the Issuer and its
officers and employees with respect to such losses, damages, liabilities or related expenses as are
determined by a court of competent jurisdiction by a final and non-appealable judgment to have
resulted from sale, transfer or other disposition of the Bonds by the Purchaser in violation of the
terms of this letter.
[PURCHASER]
By:
Name:
Title:
February 9, 2016 Official Minutes 724
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EXHIBIT C
Prepayment Premium Schedule
Any Prepayment Premium payable under Section 3.01 (c) of the Indenture shall be the
greater of:
(1) one percent (1%) of the amount of principal being prepaid; or
(2) the product obtained by multiplying:
(i) the amount of principal being prepaid,
by
(ii) the difference obtained by subtracting from the interest rate on the
Bonds, the Yield Rate (as defined below) on the twenty-fifth (25th) Business Day
preceding (i) the redemption date, or (ii) the date acceleration of the Loan or
otherwise accepts a prepayment,
by
(iii) the present value factor calculated using the following formula:
1 - (1 + r)-n/12
r
[r = Yield Rate
n = the number of months remaining between (i) either of the
following: (x) in the case of a voluntary prepayment, the
last day of the month in which the prepayment is made, or
(y) in any other case, the date on which the Loan is
accelerated the unpaid principal balance of the Loan and
(ii) July 15, 2029.
For purposes of this clause (2), the “Yield Rate” means the
yield calculated by interpolating the yields for the
immediately shorter and longer term U.S. “Treasury
constant maturities” (as reported in the Federal Reserve
Statistical Release H.15 Selected Interest Rates (the “Fed
Release”) under the heading “U.S. government securities”)
closest to July 15, 2029, as follows (rounded to three (3)
decimal places):
byzyx
ba
)()(
)(
February 9, 2016 Official Minutes 725
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a = the yield for the longer U.S. Treasury constant
maturity
b = the yield for the shorter U.S. Treasury constant
maturity
x = the term of the longer U.S. Treasury constant
maturity
y = the term of the shorter U.S. Treasury constant
maturity
z = “n” (as defined in the present value factor
calculation above) divided by twelve (12).
Notwithstanding any provision to the contrary, if “z” equals a term reported under the
U.S. “Treasury constant maturities” subheading in the Fed Release, the yield for such term shall
be used, and interpolation shall not be necessary. If publication of the Fed Release is
discontinued by the Federal Reserve Board, Bondholder Representative shall determine the Yield
Rate from another source selected by the Bondholder Representative. Any determination of the
Yield Rate by the Bondholder Representative will be binding absent manifest error.
February 9, 2016 Official Minutes 726
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EXHIBIT D
[Reserved]
February 9, 2016 Official Minutes 727
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EXHIBIT E
AMORTIZATION SCHEDULE
February 9, 2016 Official Minutes 728
OHS DRAFT
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OHSUSA:764324649.2
AMENDED AND RESTATED FINANCING AGREEMENT
among
COUNTY OF CONTRA COSTA,
as Issuer
U.S. BANK NATIONAL ASSOCIATION,
as Trustee
and
RELIANT-MIRA VISTA, LP, a California Limited Partnership,
as Borrower
Relating to
COUNTY OF CONTRA COSTA
MULTIFAMILY HOUSING REFUNDING REVENUE BONDS
(MIRA VISTA HILLS APARTMENTS PROJECT)
1999 SERIES H
Dated as of March 1, 2016
Amending and restating Financing Agreement dated as of October 1, 1999
February 9, 2016 Official Minutes 729
TABLE OF CONTENTS
Page
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ARTICLE I DEFINITIONS .................................................................................................. 2
Section 1.1. Definitions............................................................................................ 2
Section 1.2. Interpretation ........................................................................................ 2
ARTICLE II REPRESENTATIONS, WARRANTIES AND COVENANTS ...................... 2
Section 2.1. Representations, Warranties and Covenants of the Issuer ................... 2
Section 2.2. Representations, Warranties and Covenants of the Borrower ............. 3
Section 2.3. Representations and Warranties of the Trustee ................................... 6
Section 2.4. Arbitrage and Rebate Fund Calculations ............................................. 7
Section 2.5. Tax Covenants of the Borrower ........................................................... 7
Section 2.6. Enforcement of Loan Documents ........................................................ 8
ARTICLE III THE LOAN ....................................................................................................... 8
Section 3.1. [Reserved] ............................................................................................ 8
Section 3.2. Terms of the Loan ................................................................................ 8
Section 3.3. [Reserved] ............................................................................................ 8
Section 3.4. Assignment to Trustee ......................................................................... 8
Section 3.5. Investment of Funds ............................................................................. 8
Section 3.6. Damage; Destruction and Eminent Domain ........................................ 9
ARTICLE IV LOAN PAYMENTS ......................................................................................... 9
Section 4.1. Payments Under the Note; Independent Obligation of Borrower ........ 9
Section 4.2. Payment of Certain Fees and Expenses ............................................... 9
Section 4.3. Additional Payments .......................................................................... 10
Section 4.4. Prepayment of Loan ........................................................................... 11
Section 4.5. Borrower’s Obligations Upon Redemption ....................................... 11
ARTICLE V SPECIAL COVENANTS OF BORROWER ................................................. 12
Section 5.1. Performance of Obligations ............................................................... 12
Section 5.2. Compliance With Applicable Laws ................................................... 12
Section 5.3. Indenture Provisions .......................................................................... 12
Section 5.4. [Reserved] .......................................................................................... 12
Section 5.5. Borrower to Maintain Its Existence; Certification of No Default ...... 12
Section 5.6. Borrower to Remain Qualified in State and Appoint Agent .............. 13
February 9, 2016 Official Minutes 730
TABLE OF CONTENTS
(continued)
Page
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Section 5.7. Sale or Other Transfer of Project ....................................................... 13
Section 5.8. Right to Perform Borrower’s Obligations.......................................... 13
Section 5.9. Notice of Certain Events .................................................................... 13
Section 5.10. Survival of Covenants ........................................................................ 13
Section 5.11. Access to Project; Records................................................................. 13
Section 5.12. [Reserved ........................................................................................... 14
Section 5.13. Damage, Destruction and Condemnation .......................................... 14
Section 5.14. [Reserved] .......................................................................................... 14
Section 5.15. Filing of Financing Statements .......................................................... 14
ARTICLE VI INDEMNIFICATION..................................................................................... 14
Section 6.1. Borrower’s Obligations ...................................................................... 14
Section 6.2. Defense of Claims .............................................................................. 16
Section 6.3. Borrower's Continuing Obligation ..................................................... 16
ARTICLE VII EVENTS OF DEFAULT AND REMEDIES ................................................. 17
Section 7.1. Events of Default ............................................................................... 17
Section 7.2. Remedies on Default .......................................................................... 17
Section 7.3. No Remedy Exclusive........................................................................ 18
Section 7.4. Agreement to Pay Attorneys’ Fees and Expenses ............................. 18
Section 7.5. No Additional Waiver Implied by One Waiver ................................. 18
ARTICLE VIII MISCELLANEOUS ....................................................................................... 19
Section 8.1. Notices ............................................................................................... 19
Section 8.2. Concerning Successors and Assigns .................................................. 19
Section 8.3. Governing Law .................................................................................. 19
Section 8.4. Modifications in Writing.................................................................... 19
Section 8.5. Further Assurances and Corrective Instruments ................................ 20
Section 8.6. Captions ............................................................................................. 20
Section 8.7. Severability ........................................................................................ 20
Section 8.8. Counterparts ....................................................................................... 20
Section 8.9. Amounts Remaining in Bond Fund or Other Funds .......................... 20
Section 8.10. Effective Date and Term .................................................................... 20
February 9, 2016 Official Minutes 731
TABLE OF CONTENTS
(continued)
Page
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Section 8.11. Cross References ................................................................................ 20
Section 8.12. Waiver of Personal Liability .............................................................. 20
Section 8.13. Limited Liability ................................................................................ 21
Section 8.14. No Liability of Officers ..................................................................... 21
Section 8.15. Capacity of the Trustee ...................................................................... 21
Section 8.16. Reliance.............................................................................................. 21
Section 8.17. Amendment of Original Financing Agreement ................................. 22
February 9, 2016 Official Minutes 732
AMENDED AND RESTATED FINANCING AGREEMENT
THIS AMENDED AND RESTATED FINANCING AGREEMENT (this “Financing
Agreement”), dated as of March 1, 2016, by and among the COUNTY OF CONTRA COSTA
(the “Issuer”), a political subdivision of the State of California (the “State”), U.S. BANK
NATIONAL ASSOCIATION, a national banking association, organized and operating under
the laws of the United States of America, as successor trustee (together with any successor
trustees appointed under the Indenture, the “Trustee”), and RELIANT-MIRA VISTA, L.P., a
limited partnership duly organized and existing under the laws of the State of California
(together with its successors and assigns permitted hereunder, the “Borrower”), and amending
and restating that certain Financing Agreement, dated as of October 1, 1999 (the “Original
Financing Agreement”), by and among the Issuer, the Trustee and the Borrower, as assignee of
Runaway Bay, LLC, a Delaware limited liability company, the assignee of Delta Square-Oxford
Limited Partnership, a Maryland limited partnership;
W I T N E S S E T H:
WHEREAS, the Issuer is authorized by Article 11 of Chapter 3 of Part 1 of Division 2 of
the Government Code of the State of California (the “Refunding Law”) to issue revenue bonds
for the purpose of refinancing the acquisition, construction and development of multifamily
rental housing and for the provision of capital improvements in connection therewith and
determined necessary thereto; and pursuant to the Refunding Law and a Trust Indenture, dated as
of October 1, 1999 (the “Original Indenture”), by and between the Issuer and the Trustee, the
Issuer issued its County of Contra Costa Variable Rate Multifamily Housing Refunding Revenue
Bonds (Delta Square Apartments Project) 1999 Series H (the “Bonds”) to refinance the
acquisition and construction of a multifamily residential development now known as “Mira Vista
Hills Apartments” (the “Project”) and made a Loan to the Borrower (the “Loan”) evidenced by a
promissory note (the “Original Note”) and secured by a deed of trust (the Original Mortgage”);
WHEREAS, the Bonds are outstanding in the aggregate principal amount of
$10,655,000 and all of the Bonds are presently owned by Reliant C AP VIII, LLC, a California
limited liability company (the “Bondholder”); and
WHEREAS, the Borrower has requested the Issuer and the Trustee to enter into an
Amended and Restated Trust Indenture, dated as of March 1, 2016 (the “Indenture”), and this
Financing Agreement and to approve an amendment and restatement of the Original Note (as
amended and restated, the “Note”) and an amendment and restatement of the Original Mortgage
(as amended, the “Mortgage”), and that the Bondholder approve the execution and delivery of
this Indenture, the Financing Agreement, the Note and the Mortgage; and
WHEREAS, the Issuer and the Trustee have agreed to execute and deliver the Indenture
and this Financing Agreement and have approved the execution and delivery of the Note and the
Mortgage and the Bondholder has approved the execution and delivery of the Indenture, this
Financing Agreement, the Note and the Mortgage; and
February 9, 2016 Official Minutes 733
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NOW, THEREFORE, for and in consideration of the mutual covenants and
representations hereinafter contained, the parties hereto agree as follows:
ARTICLE I
DEFINITIONS
Section 1.1. Definitions. All words and phrases (except for “Event of Default”)
defined in the Indenture shall have the same meanings for the purposes of this Financing
Agreement. In addition to the words and phrases defined in the Indenture and elsewhere herein,
the following words and phrases shall have the following meanings:
“Event of Default” means any of those events specified in and defined by the applicable
provisions of Article VII hereof to constitute an event of default.
“Financing Agreement” means this Financing Agreement, together with any amendments
hereto.
“Taxes” means all taxes, water rents, sewer rents, assessments and other governmental or
municipal or public or private dues, fees, charges and levies and any liens (including federal tax
liens) which are or may be levied, imposed or assessed upon the Project or any part thereof, or
upon any leases pertaining thereto, or upon the rents, issues, income or profits thereof, whether
any or all of the aforementioned be levied directly or indirectly or as excise taxes or as income
taxes.
Section 1.2. Interpretation. Words of the masculine gender shall be deemed and
construed to include correlative words of the feminine and neuter genders. Words importing the
singular number shall include the plural number and vice versa unless the context shall otherwise
indicate. Words importing persons include firms, partnerships, limited liability companies, joint
ventures, associations and corporations. References to Articles, Sections and other subdivisions
of this Financing Agreement are the Articles, sections and other subdivisions of this Financing
Agreement as originally executed.
The terms “herein,” “hereunder,” “hereby,” “hereto,” “hereof” and any similar terms
refer to this Financing Agreement; the term “heretofore” means before the date of execution of
this Financing Agreement; and the term “hereafter” means after the date of execution of this
Financing Agreement.
ARTICLE II
REPRESENTATIONS, WARRANTIES AND COVENANTS
Section 2.1. Representations, Warranties and Covenants of the Issuer. The Issuer
makes the following representations, warranties and covenants:
(a) The Issuer is a political subdivision of the State and is duly authorized to issue the
Bonds and to perform its obligations under this Financing Agreement.
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(b) All requirements have been met and procedures have occurred in order to
authorize the execution and delivery of this Financing Agreement. The Issuer has taken all
necessary action and has complied with all provisions of the law required to make this
Agreement a valid and binding limited obligation of the Issuer, except to the extent limited by
bankruptcy, insolvency or other laws affecting the enforcement of creditors’ rights generally, by
the application of equitable principles regardless of whether enforcement is sought in a
proceeding at law or in equity, or by public policy.
(c) The Bonds have been duly issued by the Issuer. Nothing in this Financing
Agreement shall be construed as requiring the Issuer to provide any financing for the Project
other than the proceeds of the Bonds or to provide sufficient moneys for all of the cost of
financing the Project.
(d) To the best knowledge of the Issuer, there is no action, suit, proceeding, inquiry or
investigation by or before any court, governmental agency or public board or body pending or
threatened against the Issuer that (i) affects or seeks to prohibit, restrain or enjoin the execution
or delivery of the Indenture or this Financing Agreement, (ii) affects or questions the validity or
enforceability of the Bonds or the Loan Documents or (iii) questions the tax-exempt status of
interest on the Bonds.
Section 2.2. Representations, Warranties and Covenants of the Borrower. The
Borrower makes the following representations, warranties and covenants, all of which, together
with the other representations and agreements of the Borrower contained in this Financing
Agreement, are relied upon by the Issuer and the Trustee and serve as a basis for the
undertakings of the Issuer and the Trustee contained in this Financing Agreement:
(a) The Borrower is a limited partnership duly organized, validly existing and in good
standing under the laws of the State of California and duly qualified to conduct its business under
the laws of the State and in every other state in which the nature of its business requires such
qualification, has full legal right, power and authority to enter into this Financing Agreement and
the other Loan Documents, and to carry out and consummate all transactions contemplated
hereby and by the other Loan Documents, and by proper partnership action has duly authorized
the execution, delivery and performance of this Financing Agreement and the other Loan
Documents. All general partners, if any, of the Borrower are duly organized and in good
standing under the laws of their respective states of organization and are duly qualified to
transact business in the State.
(b) The Borrower has the legal right, power and authority to (i) own its properties and
assets, including, but not limited to, the Project, (ii) to carry on its business as now being
conducted and the Borrower contemplates it to be conducted with respect to the Project and
(iii) execute and deliver, carry out its obligations under, and close the transactions provided for
in, the Loan Documents to which it is a party.
(c) The Loan Documents have been duly authorized, executed and delivered by the
Borrower.
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(d) This Financing Agreement when assigned to the Trustee pursuant to the Indenture
and the other Loan Documents will constitute the legal, valid and binding agreements of the
Borrower enforceable against the Borrower by the Trustee in accordance with their terms for the
benefit of the Bondholders, and any rights of the Issuer and obligations of the Borrower not so
assigned to the Trustee constitute the legal, valid, and binding agreements of the Borrower
enforceable against the Borrower by the Issuer in accordance with their terms; except in each
case as enforcement may be limited by bankruptcy, insolvency or other laws affecting the
enforcement of creditors’ rights generally, by the application of equitable principles regardless of
whether enforcement is sought in a proceeding at law or in equity and by public policy.
(e) No consent or approval of any trustee or holder of any indebtedness of the
Borrower, and to the best knowledge of the Borrower and with respect to the Borrower, no
consent, permission, authorization, order or license of, or filing or registration with, any
governmental authority (except with respect to any state securities or “blue sky” laws) is
necessary in connection with the execution and delivery of this Financing Agreement or the other
Loan Documents or the consummation of any transaction herein or therein contemplated, or the
fulfillment of or compliance with the terms and conditions hereof or thereof, except as have been
obtained or made and as are in full force and effect.
(f) The execution and delivery of this Financing Agreement and the other Loan
Documents, the consummation of the transactions herein and therein contemplated and the
fulfillment of or compliance with the terms and conditions hereof and thereof, will not conflict
with or constitute a violation or breach of or default (with due notice or the passage of time or
both) under (i) the organizational or other governing documents of the Borrower or to the best
knowledge of the Borrower and with respect to the Borrower, (ii) any applicable law or
administrative rule or regulation, or any applicable court or administrative decree or order,
(iii) any mortgage, deed of trust, Financing Agreement, lease, contract or other agreement or
instrument to which the Borrower is a party or by which it or its properties or assets are
otherwise subject or bound, or (iv), except as provided in the Loan Documents, result in the
creation or imposition of any lien, charge or encumbrance of any nature whatsoever upon any of
the property or assets of the Borrower, which conflict, violation, breach, default, lien, charge or
encumbrance might have consequences that would materially and adversely affect the
consummation of the transactions contemplated by this Financing Agreement or the Loan
Documents, or the financial condition, assets, properties or operations of the Borrower.
(g) There is no action, suit, proceeding, inquiry or investigation, before or by any
court or federal, state, municipal or other governmental authority, pending, or to the knowledge
of the Borrower, after reasonable investigation, threatened, against or affecting the Borrower or
the assets, properties or operations of the Borrower which, if determined adversely to the
Borrower or its interests, would have a material adverse effect upon the consummation of the
transactions contemplated by, or the validity of, this Financing Agreement or the other Loan
Documents or upon the financial condition, assets, properties or operations of the Borrower, and
the Borrower is not in default (and no event has occurred and is continuing which with the giving
of notice or the passage of time or both could constitute a default) with respect to any order or
decree of any court or any order, regulation or demand of any federal, state, municipal or other
governmental authority, which default might have consequences that would materially and
adversely affect the consummation of the transactions contemplated by this Financing
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Agreement or the other Loan Documents or the financial condition, assets, properties or
operations of the Borrower. All tax returns (federal, state and local) required to be filed by or on
behalf of the Borrower have been filed, and all taxes shown thereon to be due, including interest
and penalties, except such, if any, as are being actively contested by the Borrower in good faith,
have been paid or adequate reserves have been made for the payment thereof which reserves, if
any, are reflected in the audited financial statements described therein. The Borrower enjoys the
peaceful and undisturbed possession of all of the premises upon which it is operating its
facilities.
(h) The Project and the operation of the Project (in the manner contemplated by th e
Loan Documents) conform with the requirements of the Act as well as all applicable zoning,
planning, building and environmental laws, ordinances and regulations of governmental
authorities having jurisdiction over the Project in effect as of the Amendment Date.
(i) The Borrower is not in default in the performance, observance or fulfillment of
any of the obligations, covenants or conditions contained in any agreement or instrument to
which it is a party which default would materially adversely affect the transactions contemplated
by the Loan Documents or the operations of the Borrower or the enforceability of the Loan
Documents to which the Borrower is a party or the ability of the Borrower to perform all
obligations thereunder.
(j) The Borrower agrees to pay all costs of maintenance and repair, all Taxes and
assessments, insurance premiums (including public liability insurance and insurance against
damage to or destruction of the Projects) concerning or in any way related to the Projects, or any
part thereof, and any expenses or renewals thereof, and any other governmental charges and
impositions whatsoever, foreseen or unforeseen, and all utility and other charges and assessments
concerning or in any way related to the Projects.
(k) All of the partnership interests in the Borrower are validly issued and are fully
registered, if required, with the applicable governmental authorities and/or agencies, and, except
as set forth in the Borrower’s partnership agreement, there are no outstanding options or rights to
purchase or acquire those interests. Nothing in this Financing Agreement shall prevent the
Borrower from issuing additional partnership interests if such units are issued in accordance with
all applicable securities laws.
(l) The representations and warranties of the Borrower contained in the Regulatory
Agreement are true and accurate.
(m) The information, statements or reports furnished in writing to the Issuer by the
Borrower in connection with this Financing Agreement or the consummation of the transactions
contemplated hereby do not contain any untrue statement of a material fact or omit to state a
material fact necessary to make the statements contained therein, in light of the circumstances
under which they were made, not misleading; and the representations and warranties of the
Borrower and the statements, information and descriptions contained in the Borrower’s closing
certificates, as of the Amendment Date, are true and correct in all material respects, do not
contain any untrue statement of a material fact, and do not omit to state a material fact necessary
to make the representations, warranties, statements, information and descriptions contained
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therein, in the light of the circumstances under which they were made, not misleading; and any
estimates or the assumptions contained in any certificate of the Borrower delivered as of the
Amendment Date are reasonable.
(n) All financial statements and information heretofore delivered to the Issuer by
Borrower, including without limitation, information relating to the financial condition of
Borrower, the Project, the partners, joint venturers or members of Borrower, and/or any
guarantor, fairly and accurately present the financial position thereof and have been prepared
(except where specifically noted therein) in accordance with generally accepted accounting
principles consistently applied. Since the date of such statements, there has been no material
adverse change in the financial condition or results of operations of the Borrower or the other
subjects of such statements.
(o) The Borrower shall pay and indemnify the Issuer and the Trustee against all
reasonable fees, costs and charges, including reasonable fees and expenses of attorneys,
accountants, consultants and other experts, incurred in good faith (and with respect to the
Trustee, without negligence) and arising out of or in connection with the Bond Documents, the
Bonds or the Indenture. These obligations and those in Section 2.5 shall remain valid and in
effect notwithstanding repayment of the loan hereunder or the Bonds or termination of this
Financing Agreement or the Indenture.
(p) The Borrower acknowledges, represents and warrants that it understands the
nature and structure of the transactions relating to the financing of the Projects; that it is familiar
with the provisions of all of the documents and instruments relating to such financing to which
the Borrower is a party or of which it is a beneficiary, including the Indenture; that it understands
the risks inherent in such transactions; and that it has not relied on the Issuer for any guidance or
expertise in analyzing the financial or other consequences of the transactions contemplated by
the Bond Documents and the Indenture or otherwise relied on the Issuer for any advice.
Section 2.3. Representations and Warranties of the Trustee. The Trustee makes the
following representations and warranties:
(a) The Trustee is a national banking association, duly organized and existing under
the laws of the United States of America. The Trustee is duly authorized to act as a fiduciary and
to execute the trust created by the Indenture, and meets the qualifications to act as Trustee under
the Indenture.
(b) The Trustee has complied with the provisions of law which are prerequisite to the
consummation of, and has all necessary power (including trust powers) and authority (i) to
execute and deliver this Financing Agreement and the other Loan Documents to which it is a
party, (ii) to perform its obligations under this Financing Agreement and the other Loan
Documents to which it is a party, and (iii) to consummate the transactions contemplated by this
Financing Agreement and the other Loan Documents to which it is a party.
(c) The Trustee has duly authorized (i) the execution and delivery of this Financing
Agreement and the other Loan Documents to which it is a party, (ii) the performance by the
Trustee of its obligations under this Financing Agreement and the other Loan Documents to
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which it is a party, and (iii) the actions of the Trustee contemplated by this Financing Agreement
and the other Loan Documents to which it is a party.
(d) Each of the Loan Documents to which the Trustee is a party has been duly
executed and delivered by the Trustee and, assuming due authorization, execution and delivery
by the other parties thereto, constitutes a valid and binding obligation of the Trustee, enforceable
against the Trustee in accordance with its terms, except as enforceability may be limited by
bankruptcy, insolvency, reorganization, moratorium and other similar laws affecting the rights of
creditors generally and by general principles of equity (regardless of whether such enforceability
is considered in a proceeding in equity or at law).
(e) No approval, permit, consent, authorization or order of any court, governmental
agency or public board or body not already obtained is required to be obtained by the Trustee as
a prerequisite to (i) the execution and delivery of this Financing Agreement and the other Loan
Documents to which the Trustee is a party (ii) the authentication or delivery of the Bonds,
(iii) the performance by the Trustee of its obligations under this Financing Agreement and the
other Loan Documents to which it is a party, or (iv) the consummation of the transactions
contemplated by this Financing Agreement and the other Loan Documents to which the Trustee
is a party. The Trustee makes no representation or warranty relating to compliance with any
federal or state securities laws.
Section 2.4. Arbitrage and Rebate Fund Calculations. The Borrower shall (a) take or
cause to be taken all actions necessary or appropriate in order to fully and timely comply with
Section 4.13 of the Indenture, and (b) if required to do so under Section 4.13 of the Indenture,
select at the Borrower’s expense, a Rebate Analyst reasonably acceptable to the Issuer for the
purpose of making any and all calculations required under Section 4.13 of the Indenture. Such
calculations, if required, shall be made in the manner and at such times as specified in Section
4.13 of the Indenture. The Borrower shall cause the Rebate Analyst to provide such calculations
to the Trustee and the Issuer at such times and with such directions as are necessary to comply
fully with the arbitrage and rebate requirements set forth in the Indenture and to comply fully
with Section 148 of the Code, including the timely payment of any arbitrage rebate owed.
Section 2.5. Tax Covenants of the Borrower. The Borrower covenants and agrees
that:
(a) It will at all times comply with the terms of the Tax Certificate and the Regulatory
Agreement;
(b) It will not take, or permit to be taken on its behalf, any action which would cause
the interest payable on the Bonds to be included in gross income, for federal income tax
purposes, and will take such action as may be necessary in the opinion of Bond Counsel to
continue such exclusion from gross income, including, without limitation, the preparation and
filing of all statements required to be filed by it in order to maintain the exclusion (including, but
not limited to, the filing of all reports and certifications required by the Regulatory Agreement);
(c) No changes will be made to the Projects, no actions will be taken by the Borrower
and the Borrower will not omit to take any actions, which will in any way adversely affect the
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tax-exempt status of the Bonds;
(d) It will comply with the requirements of Section 148 of the Code and the
Regulations issued thereunder throughout the term of the Bonds and will not make any use of the
proceeds of the Bonds, or of any other funds which may be deemed to be proceeds of the Bonds
under the Code and the related regulations of the United States Treasury, which would cause the
Bonds to be “arbitrage bonds” within the meaning of Section 148 of the Code;
(e) If the Borrower becomes aware of any situation, event or condition which would,
to the best of its knowledge, result in the interest on the Bonds becoming includable in gross
income for purposes of federal income tax purposes, it will promptly give written notice of such
circumstance, event or condition to the Issuer, and the Trustee.
In the event of a conflict between the terms of this Section 2.5 and the Tax Certificate,
the terms of the Tax Certificate shall control.
Section 2.6. Enforcement of Loan Documents. The Trustee may enforce and take all
reasonable steps, actions and the proceedings necessary for the enforcement of all terms,
covenants and conditions of the Loan Documents as and to the extent set forth therein.
ARTICLE III
THE LOAN
Section 3.1. [Reserved] .
Section 3.2. Terms of the Loan. The Loan shall (i) be evidenced by the Note; (ii) be
secured by the Mortgage; (iii) be in the aggregate principal amount outstanding on the
Amendment Date of $10,655,000; (iv) bear interest at a rate of ____% per annum; (v) provide
for principal and interest payments in accordance with the Note and this Financing Agreement;
and (vi) be subject to optional and mandatory prepayment at the times, in the manner and on the
terms, and have such other terms and provisions, as provided herein and in the Note.
Section 3.3. [Reserved] .
Section 3.4. Assignment to Trustee. The parties hereto acknowledge, and the
Borrower consents to, the assignment by the Issuer to the Trustee pursuant to the Indenture of all
of the Issuer’s right, title and interest in this Financing Agreement (excluding the Unassigned
Rights), the Loan, the Mortgage and the Revenues as security for the payment of the principal of,
premium, if any, and interest on the Bonds.
Section 3.5. Investment of Funds. Except as otherwise provided in the Indenture, any
money held as a part of any fund or account established under the Indenture shall be invested or
reinvested by the Trustee in Qualified Investments in accordance with the Indenture.
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Section 3.6. Damage; Destruction and Eminent Domain. If, prior to payment in full
of the Bonds, the Project or any portion thereof is destroyed or damaged in whole or in part by
fire or other casualty, or title to, or the temporary use of, the Project or any portion thereof shall
have been taken by the exercise of the power of eminent domain, and the Issuer, the Borrower,
the Trustee receives Net Proceeds from insurance or any condemnation award in connection
therewith, such Net Proceeds shall be utilized as provided in the Loan Documents and the
Indenture.
ARTICLE IV
LOAN PAYMENTS
Section 4.1. Payments Under the Note; Independent Obligation of Borrower.
(a) The Borrower shall pay to the Trustee, from Excess Cash Flow, for deposit into
the Bond Fund, on the 5th day of each month commencing on April 5, 2016, in good funds
delivered no later than 9:00 am Pacific time, an amount equal to the sum of (i) one third of (A)
the amount due as payment on the Bonds on the next succeeding Bond Payment Date in
accordance with the payment schedule attached to the Indenture as Exhibit E (with pro rata
adjustment for deposits made prior to the initial Bond Payment Date) plus (B) the cumulative
amount that any prior payments on the Bonds were less than the amount shown such Exhibit E to
the Indenture for the corresponding period, plus (ii) if any prior monthly payment the same
quarter was less than one third of the amount due on the next Bond Payment Date (the amount of
such deficiency being referred to herein as the “Shortfall”), the Shortall to the extent such
Shortfall was not paid in a previous month. Amounts so paid to the Trustee by the Borrower
shall be in immediately available funds or shall be such that on the Interest Payment Date they
are available funds. Nothing in this Agreement shall prohibit Borrower from making payments
on the Note from Borrower’s funds in excess of Excess Cash Flow.
(b) The obligations of the Borrower to repay the Loan, to perform all of its
obligations under the Loan Documents, to provide indemnification pursuant to Section 6.1
hereof, to pay costs, expenses and charges pursuant to Section 4.2 hereof and to make any and all
other payments required by this Financing Agreement, the Indenture or any other documents
contemplated by this Financing Agreement or by the Loan Documents shall, subject to the
limitations set forth in Section 5.1 hereof, be absolute and unconditional and shall not be subject
to diminution by setoff, recoupment, counterclaim, abatement or otherwise.
(c) Notwithstanding anything contained in any other provision of this Financing
Agreement to the contrary (but subject to the provisions of Section 5.1 hereof), the following
obligations of the Borrower shall be and remain the joint and several full recourse obligations of
the Borrower and each of the Borrower’s general partners, payable from and enforceable against
any and all income, assets and properties of the Borrower: (i) the Borrower’s obligations to the
Issuer and the Trustee under Section 4.2 of this Financing Agreement; (ii) the Borrower’s
obligations under Section 6.1 of this Financing Agreement; and (iii) the Borrower’s obligation to
pay legal fees and such expenses under Section 7.4 of this Financing Agreement.
Section 4.2. Payment of Certain Fees and Expenses.
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(a) The Borrower shall pay (or cause to be paid by the Trustee), on the Amendment
Date, the following fees, expenses and other money payable in connection with the Loan:
(i) On or prior to the Amendment Date, to the Issuer, an amount equal to
$_________ plus all third-party and out-of-pocket expenses of the Issuer (including but
not limited to the fees and expenses of counsel to the Issuer) in connection with the
execution and delivery of the Indenture and this Financing Agreement.
(ii) On the Amendment Date, to the Trustee, all third party and out-of-pocket
expenses of the Trustee (including but not limited to the fees and expenses of counsel to
the Trustee) in connection with the execution and delivery of the Indenture and this
Financing Agreement.
Section 4.3. Additional Payments. The Borrower covenants to pay all third-party fees
of the financing, including but not limited to the following:
(a) All taxes and assessments of any type or character charged to the Issuer or to the
Trustee affecting the amount available to the Issuer or the Trustee from payments to be received
hereunder or in any way arising due to the transactions contemplated hereby (including taxes and
assessments assessed or levied by any public agency or governmental authority of whatsoever
character having power to levy taxes or assessments) but excluding franchise taxes based upon
the capital and/or income of the Trustee and taxes based upon or measured by the net income of
the Trustee; provided, however, that the Borrower shall have the right to protest any such taxes
or assessments and to require the Issuer or the Trustee, at the Borrower’s expense, to protest and
contest any such taxes or assessments levied upon them and that the Borrower shall have the
right to withhold payment of any such taxes or assessments pending disposition of any such
protest or contest unless such withholding, protest or contest would adversely affect the rights or
interests of the Issuer or the Trustee;
(b) All reasonable fees, charges and expenses of the Trustee for services rendered
under the Indenture, as and when the same become due and payable;
(c) The Issuer Fee, and the reasonable fees and expenses of the Issuer or any agents,
attorneys, accountants, consultants selected by the Issuer to act on its behalf in connection with
this Financing Agreement, the Regulatory Agreements, the Bonds or the Indenture, including,
without limitation, any and all reasonable expenses incurred in connection with the authorization,
issuance, sale and delivery of the Bonds or in connection with any litigation which may at any
time be instituted involving this Financing Agreement, the Regulatory Agreements, the
Financing Agreement, the Bonds or the Indenture or any of the other documents contemplated
thereby, or in connection with the reasonable supervision or inspection of the Borrower, its
properties, assets or operations or otherwise in connection with the administration of the
foregoing; all payments for fees and expenses of the Issuer shall be made by the Borrower to the
Issuer or to any payee designated by the Issuer not later than thirty (30) days after receipt of
invoices rendered to the Borrower by the Issuer.
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(d) These obligations and those in Section 6.1 shall remain valid and in effect
notwithstanding repayment of the loan hereunder or termination of this Financing Agreement or
the Indenture.
Section 4.4. Prepayment of Loan. The Borrower shall have the option to prepay the
Loan in full or in part prior to the payment and discharge of all the outstanding Bonds in
accordance with the provisions of the Indenture, this Financing Agreement and the Note, upon
payment of any amount due under the next succeeding paragraph. The Borrower shall be
required to prepay the Loan in each case that Bonds are required to be redeemed in accordance
with the terms and conditions set forth in the Indenture.
The Bonds are subject to redemption in accordance with the terms and conditions set
forth in the Indenture. In connection with any prepayment, whether optional or mandatory, in
addition to all other payments required under the Note, the Borrower shall pay an amount
sufficient to pay the redemption price of the Bonds to be redeemed, including principal, interest
and premium (if any), and further including any interest to accrue with respect to the Loan and
such Bonds between the prepayment date and the redemption date, together with a sum sufficient
to pay all fees, costs and expenses in connection with such redemption and, in the case of
redemption in whole, to pay all other amounts payable under this Financing Agreement and the
Indenture. The Borrower shall provide notice of the optional prepayment to the Issuer, and the
Trustee in writing thirty (30) days prior to the date on which the Borrower will make the
prepayment. Each such notice shall state, to the extent such information is available, (a) the
amount to be prepaid, (b) the date on which the prepayment will be made by the Borrower, and
(c) the cause for the prepayment, if any.
The Loan is subject to optional or mandatory prepayment in whole or in part on such
dates and at such prices as the Bonds are subject to redemption under the Indenture.
Section 4.5. Borrower’s Obligations Upon Redemption. In the event of any
redemption, the Borrower will timely pay, to the Trustee an amount equal to the principal
amount of such Bonds or portions thereof called for redemption, together with interest accrued to
the redemption date and premium (if any). In addition, the Borrower will timely pay all fees,
costs and expenses associated with any redemption of Bonds.
In the event of a partial redemption of Bonds pursuant to Section 3.01(a), the Borrower
shall, in accordance with Section 3.02 of the Indenture, provide to the Trustee a revised
Exhibit E to the Indenture showing adjusted principal amortization of the Bonds following such
partial redemption.
Section 4.6. Partial Release of Mortgage. Upon receipt of written direction from the
Bondholder Representative, the Borrower shall execute and file such documents as may be
necessary in connection with a partial release of the Mortgage, whether upon partial redemption
of the Bonds or otherwise.
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ARTICLE V
SPECIAL COVENANTS OF BORROWER
Section 5.1. Performance of Obligations. The Borrower shall keep and faithfully
perform all of its covenants and undertakings contained herein and in the Loan Documents,
including, without limitation, its obligations to make all payments set forth herein and therein in
the amounts, at the times and in the manner set forth herein and therein.
Except as otherwise provided herein or in the Loan Documents, the obligations of the
Borrower under this Financing Agreement are non-recourse liabilities of the Borrower and
neither Borrower nor its partners shall have any personal liability hereunder. The Bond
Purchaser’s sole remedy against Borrower after an Event of Default shall be to exercise its rights
under the Mortgage and no deficiency judgment shall be obtained against the Borrower.
However, nothing in this Section 5.1 shall limit the right of the Issuer or the Trustee to proceed
against the Borrower to recover any fees owing to any of them or any actual out-of-pocket
expenses (including but not limited to actual out-of-pocket attorneys’ fees incurred by any of
them) incurred by any of them in connection with the enforcement of any rights under this
Financing Agreement or the other Loan Documents. In any action or proceeding brought with
respect to the Loan or the Bonds, no deficiency or other money judgment shall be enforced
against the Borrower or any partner of the Borrower or any successor or assign of the Borrower,
and any judgment obtained shall be enforced only against the Projects and other property of the
Borrower encumbered by the Loan Documents and not against the Borrower or any partner of
the Borrower or any successor or assign of the Borrower.
Section 5.2. Compliance With Applicable Laws. All work performed in connection
with the Projects shall be performed in strict compliance with all applicable federal, state, county
and municipal laws, ordinances, rules and regulations now in force or that may be enacted
hereafter.
Section 5.3. Indenture Provisions. The execution of this Financing Agreement shall
constitute conclusive evidence of approval of the Indenture by the Borrower. Whenever the
Indenture by its terms imposes a duty or obligation upon the Borrower, such duty or obligation
shall be binding upon the Borrower to the same extent as if the Borrower were an express party
to the Indenture, and the Borrower shall carry out and perform all of its obligations under the
Indenture as fully as if the Borrower were a party to the Indenture.
Section 5.4. [Reserved] .
Section 5.5. Borrower to Maintain Its Existence; Certification of No Default.
(a) The Borrower agrees to maintain its existence and maintain its current legal status
with authority to own and operate the Project.
(b) In addition to performing all other similar requirements under the Loan
Documents to which the Borrower is a party, the Borrower shall, within thirty (30) days after the
end of each calendar year, render to the Trustee a certificate executed by an Authorized Officer
of the Borrower to the effect that the Borrower is not, as of the date of such certificate, in default
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of any of its covenants, agreements, representations or warranties under any of the Loan
Documents to which the Borrower is a party and that, to the best of the Borrower’s knowledge,
after reasonable investigation, there has occurred no default or Event of Default (as such terms
are defined in each respective Loan Document) under any of the Loan Documents.
Section 5.6. Borrower to Remain Qualified in State and Appoint Agent . The
Borrower will remain duly qualified to transact business in the State and will maintain an agent
in the State on whom service of process may be made in connection with any actions against the
Borrower.
Section 5.7. Sale or Other Transfer of Project. The Borrower may convey and
transfer the Project only upon strict compliance with the provisions of the Regulatory
Agreements and the Loan Documents.
Section 5.8. Right to Perform Borrower’s Obligations. In the event the Borrower fails
to perform any of its obligations under this Financing Agreement, the Issuer or the Trustee, after
giving requisite notice, if any, may, but shall be under no obligation to, perform such obligation
and pay all costs related thereto, and all such costs so advanced by the Issuer or the Trustee shall
become an additional obligation of the Borrower hereunder, payable on demand and if not paid
on demand with interest thereon at the default rate of interest payable under the Loan
Documents.
Section 5.9. Notice of Certain Events. The Borrower shall promptly advise the Issuer
and the Trustee in writing of the occurrence of any Event of Default hereunder or any event
which, with the passage of time or service of notice or both, would constitute an Event of
Default, specifying the nature and period of existence of such event and the actions being taken
or proposed to be taken with respect thereto.
Section 5.10. Survival of Covenants. The provisions of Sections 2.4, 4.2, 6.1 and 7.4 of
this Financing Agreement shall survive the expiration or earlier termination of this Financing
Agreement and, with regard to the Trustee, the resignation or removal of the Trustee.
Section 5.11. Access to Project; Records. Subject to reasonable notice, the Issuer and
the Trustee, and the respective duly authorized agents of each, shall have the right (but not any
duty or obligation) at all reasonable times and during normal business hours: (a) to enter the
Projects and any other location containing the records relating to the Borrower, the Projects, the
Loan and the Borrower’s compliance with the terms and conditions of the Loan Documents; (b)
to inspect and audit any and all of the Borrower’s records or accounts pertaining to the Borrower,
the Projects, the Loan and the Borrower’s compliance with the terms and conditions of the Loan
Documents; and (c) to require the Borrower, at the Borrower’s sole expense, (i) to furnish such
documents to the Issuer and the Trustee, as the Issuer or the Trustee, as the case may be, from
time to time, deems reasonably necessary in order to determine that the provisions of the Loan
Documents have been complied with and (ii) to make copies of any records that the Issuer or the
Trustee or the respective duly authorized agents of each, may reasonably require. The Borrower
shall make available to the Issuer and the Trustee, such information concerning the Projects, the
Mortgage and the Loan Documents as any of them may reasonably request.
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Section 5.12. [Reserved].
Section 5.13. Damage, Destruction and Condemnation. If prior to full payment of the
Bonds (or provision for payment of the Bonds in accordance with the provisions of the
Indenture) the Projects or any portion of it is destroyed (in whole or in part) or is damaged by
fire or other casualty, or title to, or the temporary use of, the Projects or any portion of it shall be
taken under the exercise of the power of eminent domain by any governmental body or by an y
person, firm or corporation acting under governmental authority, or shall be transferred pursuant
to an agreement or settlement in lieu of eminent domain proceedings, the Borrower shall
nevertheless be obligated to continue to pay the amounts specified in this Financing Agreement
and in the Note to the extent the Loan is not prepaid in accordance with the terms of the Loan
Documents.
Section 5.14. [Reserved] .
Section 5.15. Filing of Financing Statements. The Borrower shall file or record or
cause to be filed or recorded on or prior to the Amendment Date all financing statements which
are required to be filed or recorded in order fully to protect and preserve the security interests
relating to the priority of the Loan, the Trust Estate and the Mortgage, and the rights and powers
of the Issuer and the Trustee in connection with such security interests. The Borrower shall
cooperate with the Trustee in connection with the filing of any continuation statements for
purposes of continuing without lapse the effectiveness of such financing statements.
ARTICLE VI
INDEMNIFICATION
Section 6.1. Borrower’s Obligations. The Borrower releases the Issuer, the Trustee
and their respective officers, directors, agents, officials, employees (and, as to the Issuer,
members of its governing body) and any person who controls the Issuer or the Trustee within the
meaning of the Securities Act of 1933, from, and covenants and agrees to indemnify, hold
harmless and defend the Issuer, the Trustee and their respective officers, directors, employees,
agents, members of its governing body, officials and any person who controls such party within
the meaning of the Securities Act of 1933 and employees and each of them (each an
"Indemnified Party") from and against, any and all losses, claims, damages, demands, liabilities
and expenses (including attorney's fees and expenses), taxes, causes of action, suits, claims,
demands and judgments of any nature, joint or several, by or on behalf of any person arising out
of:
(i) the transactions provided for in the Loan Documents or otherwise in connection
with the Project, the Bonds or the Loan;
(ii) the execution and delivery or amendment of any document entered into in
connection with the transactions provided for in the Loan Documents, including any
certifications or representations made by any person other than the party seeking
indemnification;
(iii) the approval of the refinancing for the Project;
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(iv) the Loan;
(v) any and all claims arising in connection with the interpretation, performance,
enforcement, breach, default or amendment of the Loan Documents or any other documents
relating to the Project or the Bonds or in connection with any federal or state tax audit, or any
questions or other matters arising under such documents;
(vi) as to the Trustee, the Trustee's acceptance or administration of the trusts created
by the Indenture or the exercise of its powers or duties under the Indenture, this Financing
Agreement, the Regulatory Agreement or any other agreements to which it is a party or
otherwise in connection with the transactions provided for in the Loan Documents;
(vii) any and all claims arising in connection with (a) the issuance, sale or remarketing
of any Bonds or any certifications or representations made by any person other than the party
seeking indemnification, including, but not limited to, any (1) statement or information made b y
the Borrower with respect to the Borrower or the Project in any offering document or materials
regarding the Bonds, the Project or the Borrower or in the Tax Certificate of the Borrower or in
any other certificate executed by the Borrower which, at the time made, is misleading, untrue or
incorrect in any material respect, (2) untrue statement or alleged untrue statement of a material
fact made by the Borrower relating to the Borrower or the Project contained in any offering
material relating to the sale of the Bonds, as from time to time amended or supplemented, or
arising out of or based upon the omission or alleged omission to state in such offering material a
material fact relating to the Borrower or the Project required to be stated in such offering
material or necessary in order to make the statements in such offering material not misleading,
(3) failure to properly register or otherwise qualify the sale of the Bonds or failure to comply
with any licensing or other law or regulation which would affect the manner in which or to
whom the Bonds could be sold and (b) the carrying out by the Borrower of any of the
transactions provided for in the Bond Documents and the Mortgage Loan Documents;
(viii) the Borrower's failure to comply with any requirement of this Financing
Agreement or the Regulatory Agreement; and
(ix) any act or omission of the Borrower or any of its agents, servants, employees or
licensees in connection with the Loan or the Project, including violation of any law, ordinance,
court order or regulation affecting the Project or any part of it or the ownership, occupancy or
use of it;
(x) any damage or injury, actual or claimed, of whatsoever kind, cause or character,
to property (including loss of use of property) or persons, occurring or allegedly occurring in, on
or about the Project or arising out of any action or inaction of the Borrower, whether or not
related to the Project, or resulting from or in any way connected with the construction or
management of the Project, the issuance of the Bonds or otherwise in connection with
transactions provided for in the Loan Documents or otherwise in connection with the Project, the
Bonds or the execution or amendment of any document relating to the Project or the Bonds;
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(xi) any violation, other than a violation by the party seeking indemnification, of any
environmental law, rule or resolution applicable to, or the release of any toxic substance from,
the Project;
(xii) any and all claims arising in connection with the operation of the Project, or the
conditions, environmental or otherwise, occupancy, use, possession, conduct or supervision of
work done in or about, or from the planning, design, acquisition, construction, repair or
equipping of, the Project or any part of it; and
This indemnification shall extend to and include, without limitation, all reasonable costs,
counsel fees, expenses or liabilities incurred in connection with any such claim, or proceeding
brought with respect to such claim, except (a) in the case of the foregoing indemnification of the
Trustee or any of their respective Indemnified Parties, to the extent such damages are caused by
the negligence or willful misconduct of such Person, and (b) in the case of the foregoing
indemnification of the Issuer or any of its Indemnified Parties, to the extent such damages are
caused by the willful misconduct of such Person.
Section 6.2. Defense of Claims.. In the event that any action or proceeding is brought
against any Indemnified Party with respect to which indemnity may be sought under this
Financing Agreement, the Borrower, upon written notice from the Indemnified Party, shall
assume the investigation and defense of the action or proceeding, including the engagement of
counsel selected by the Borrower, subject to the approval of the Indemnified Party in such party's
sole discretion, and shall assume the payment of all reasonable expenses related to the action or
proceeding, with full power to litigate, compromise or settle the same in its sole discretion,
provided that the Issuer and/or the Trustee, as appropriate, shall have the right to review and
approve or disapprove any such compromise or settlement. Each Indemnified Party shall have
the right to engage separate counsel in any such action or proceeding and participate in the
investigation and defense of the action or proceeding and the Borrower shall be obligated to pay
the reasonable fees and expenses of such separate counsel if (a) the Indemnified Party determines
that a conflict of interest exists between the interests of the Indemnified Party and the interests of
the Borrower or (b) such separate counsel is engaged with the approval of the Borrower, which
approval shall not be unreasonably withheld, conditioned or delayed.
Section 6.3. Borrower's Continuing Obligation. Notwithstanding any transfer of the
Project to another owner, the Borrower shall remain obligated to indemnify each Indemnified
Party pursuant to this Article IX for all matters arising prior to the date of such transfer, and, as a
condition to the release of the transferor on and after the transfer date, the transferee must
assume the obligations of the Borrower under the Bond Documents, and the Mortgage Loan
Documents on and after such transfer date and indemnify each Indemnified Party pursuant to this
Article IX for all matters arising on and after the date of such transfer. The Indemnified Party's
rights under this Article IX shall survive the termination of this Financing Agreement, the
payment of the Mortgage Loan and the payment or defeasance of the Bonds.
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ARTICLE VII
EVENTS OF DEFAULT AND REMEDIES
Section 7.1. Events of Default. The following shall be “Events of Default” under this
Financing Agreement and the term “Event of Default” shall mean, whenever it is used in this
Financing Agreement, one or all of the following events:
(a) Any representation or warranty made by the Borrower in the Loan Documents or
any certificate, statement, data or information furnished by the Borrower in connection therewith
or included by the Borrower in its application to the Issuer for assistance proves at any time to
have been incorrect when made in any material respect;
(b) Failure by the Borrower to pay any amounts due under this Financing Agreement,
the Note or the Mortgage at the times and in the amounts required by this Financing Agreement,
the Note and the Mortgage, as applicable, to the extent Excess Cash Flow was available at such
time to make such payment; or
(c) The Borrower’s failure to observe and perform any of its other covenants,
conditions or agreements contained herein, other than as referred to in clause (a) above, for a
period of thirty (30) days after written notice specifying such failure and requesting that it be
remedied is given by the Issuer or the Trustee to the Borrower; provided, however, that if the
failure shall be such that it can be corrected but not within such period, the Borrower shall
commence the cure within such 30 day period and diligently pursue the cure until the failure is
corrected;
Nothing contained in this Section is intended to amend or modify any of the provisions of
the Loan Documents or to bind the Issuer or the Trustee to any notice and cure periods other than
as expressly set forth in the Loan Documents.
Section 7.2. Remedies on Default. Whenever any Event of Default hereunder shall
have occurred and be continuing, the Trustee or the Issuer, with the prior written consent of the
Bondholder Representative (as such term is defined in the Indenture), where so provided may
take any one or more of the following remedial steps:
(a) The Issuer shall cooperate with the Trustee as the Trustee acts pursuant to
Section 6.02 of the Indenture.
(b) In the event any of the Bonds shall at the time be Outstanding and not paid and
discharged in accordance with the provisions of the Indenture, the Issuer or the Trustee may have
access to and inspect, examine and make copies of the books and records and any and all
accounts, data and income tax and other tax returns of the Borrower.
(c) The Issuer or the Trustee may, without being required to give any notice (other
than to the Issuer or the Trustee, as applicable), except as provided herein, pursue all remedies of
a creditor under the laws of the State, as supplemented and amended, or any other applicable
laws.
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(d) The Issuer or Trustee may take whatever action at law or in equity may appear
necessary or desirable to collect the payments due under this Financing Agreement then due and
thereafter to become due, or to enforce performance and observance of any obligation,
agreement or covenant of the Borrower under this Financing Agreement.
Any amounts collected pursuant to Article IV and any other amounts which would be
applicable to payment of principal of and interest and any premium on the Bonds collected
pursuant to action taken under this Section shall be applied in accordance with the provisions of
the Indenture.
The provisions of this Section are subject to the further limitation that if, after any Event
of Default hereunder all amounts which would then be payable hereunder by the Borrower if
such Event of Default had not occurred and was not continuing shall have been paid by or o n
behalf of the Borrower, and the Borrower shall have also performed all other obligations in
respect of which it is then in default hereunder, and shall have paid the reasonable charges and
expenses of the Issuer and the Trustee, including reasonable attorneys’ fees paid or incurred in
connection with such default, and if there shall then be no default existing under the Indenture,
then and in every such case such Event of Default hereunder shall be waived and annulled, but
no such waiver or annulment shall affect any subsequent or other Event of Default or impair any
right consequent thereon.
The Issuer hereby agrees that any cure of any Event of Default hereunder made or
tendered by the Investor Limited Partner shall be deemed to be cured by the Borrower, and shall
be accepted or rejected by the Issuer on the same basis as if made or tendered by the Borrower.
Section 7.3. No Remedy Exclusive. No remedy conferred upon or reserved to the
Issuer or the Trustee by this Financing Agreement is intended to be exclusive of any other
available remedy or remedies, but each and every such remedy shall be cumulative and shall be
in addition to every other remedy given under this Financing Agreement or now or hereafter
existing at law or in equity or by statute. No delay or omission to exercise any right or power
accruing upon any Event of Default shall impair any such right or power or shall be construed to
be a waiver thereof, but any such right and power may be exercised from time to time and as
often as may be deemed expedient. In order to entitle the Issuer or the Trustee to exercise any
remedy reserved to it in this Article VII, it shall not be necessary to give any notice, other than
such notice as may be expressly required by this Financing Agreement.
Section 7.4. Agreement to Pay Attorneys’ Fees and Expenses. In the event the
Borrower should default under any of the provisions of this Financing Agreement and the Issuer
or the Trustee should employ attorneys or incur other expenses for the collection of loan
payments or the enforcement of performance or observance of any obligation or agreement on
the part of the Borrower contained in this Financing Agreement or in the Note, the Borrower
shall on demand therefor reimburse the reasonable fees of such attorneys and such other
expenses so incurred.
Section 7.5. No Additional Waiver Implied by One Waiver. In the event any
agreement contained in this Financing Agreement should be breached by any party and thereafter
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waived by the other parties, such waiver shall be limited to the particular breach so waived and
shall not be deemed to waive any other breach hereunder.
ARTICLE VIII
MISCELLANEOUS
Section 8.1. Notices. Whenever in this Financing Agreement the giving of notice by
mail or otherwise is required, the giving of such notice may be waived in writing by the person
entitled to receive such notice and in any such case the giving or receipt of such notice shall not
be a condition precedent to the validity of any action taken in reliance upon such waiver.
Any notice, request, complaint, demand, communication or other paper required or
permitted to be delivered to the Issuer, the Trustee, or the Borrower shall be sufficiently given
and shall be deemed given (unless another form of notice shall be specifically set forth herein) on
the Business Day following the date on which such notice or other communication shall have
been delivered to a national overnight delivery service (receipt of which to be evidenced by a
signed receipt from such overnight delivery service) addressed to the appropriate party at the
addresses set forth in Section 11.05 of the Indenture or upon receipt such notice or other
communication delivered by facsimile transmission as required or permitted by this Financing
Agreement (receipt of which shall be evidenced by confirmation of transmission). The Issuer,
the Trustee or the Borrower may, by notice given as provided in this paragraph, designate any
further or different address to which subsequent notices or other communication shall be sent.
The Trustee agrees to accept and act upon facsimile transmission of written instructions
and/or directions pursuant to this Financing Agreement, provided, however, that subsequent to
such facsimile transmission of written instructions shall provide the originally executed
instructions and/or directions shall be provided to the Trustee in a timely manner.
Section 8.2. Concerning Successors and Assigns. All covenants, agreements,
representations and warranties made herein and in the certificates delivered pursuant hereto shall
survive the financing herein contemplated and shall continue in full force and effect so long as
the obligations hereunder are outstanding. Whenever in this Financing Agreement any of the
parties hereto is referred to, such reference shall be deemed to include the successors and assigns
of such party; and all covenants, promises and agreements by or on behalf of the Borrower which
are contained in this Financing Agreement shall bind its successors and assigns and inure to the
benefit of the successors and assigns of the Issuer and the Trustee.
Section 8.3. Governing Law. This Financing Agreement and the Bonds shall be
deemed to be contracts made under the laws of the State and for all purposes shall be governed
by and construed in accordance with the laws of the State.
Section 8.4. Modifications in Writing. Modification or the waiver of any provisions of
this Financing Agreement or consent to any departure by the parties therefrom, shall in no event
be effective unless the same shall be in writing approved by the parties hereto and then such
waiver or consent shall be effective only in the specific instance and for the purpose for which
given and so long as the interests of any Bondholders are not adversely affected and the Trustee
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consents in writing thereto. No notice to or demand on the Borrower in any case shall entitle it
to any other or further notice or demand in the same circumstances.
Section 8.5. Further Assurances and Corrective Instruments. The Issuer, the Trustee
and the Borrower agree that they will, from time to time, execute, acknowledge and deliver, or
cause to be executed, acknowledged and delivered, such supplements hereto and such further
instruments as may reasonably be required for correcting any inadequate or incorrect description
of the performance of this Financing Agreement.
Section 8.6. Captions. The section headings contained herein are for reference
purposes only and shall not in any way affect the meaning or interpretation of this Financing
Agreement.
Section 8.7. Severability. The invalidity or unenforceability of any provision of this
Financing Agreement shall not affect the validity of any other provision, and all other provisions
shall remain in full force and effect.
Section 8.8. Counterparts. This Financing Agreement may be signed in any number
of counterparts with the same effect as if the signatures thereto and hereto were upon the same
instrument.
Section 8.9. Amounts Remaining in Bond Fund or Other Funds . It is agreed by the
parties hereto that any amounts remaining in the Bond Fund or other funds and accounts
established under the Indenture upon expiration or sooner termination of the term hereof, shall be
paid in accordance with the Indenture.
Section 8.10. Effective Date and Term. This Financing Agreement shall become
effective upon its execution and delivery by the parties hereto, shall be effective and remain in
full force from the date hereof, and, subject to the provisions hereof, shall expire on such date as
the Indenture shall terminate.
Section 8.11. Cross References. Any reference in this Financing Agreement to an
“Exhibit,” an “Article,” a “Section,” a “Subsection” or a “Paragraph” shall, unless otherwise
explicitly provided, be construed as referring, respectively, to an exhibit attached to this
Financing Agreement, an article of this Financing Agreement, a section of this Financing
Agreement, a subsection of the section of this Financing Agreement in which the reference
appears and a paragraph of the subsection within this Financing Agreement in which the
reference appears. All exhibits attached to or referred to in this Financing Agreement are
incorporated by reference into this Financing Agreement.
Section 8.12. Waiver of Personal Liability. No supervisor, officer, agent or employee
of the Issuer or any director, officer, agent or employee of the Borrower shall be individually or
personally liable for the payment of any principal (or Redemption Price) or interest on the Bonds
or any other sum hereunder or be subject to any personal liability or accountability by reason of
the execution and delivery of this Financing Agreement, but nothing herein contained shall
relieve any such member, director, officer, agent or employee from the performance of any
official duty provided by law or by this Financing Agreement.
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Section 8.13. Limited Liability. All obligations of the Issuer incurred under this
Financing Agreement, the Regulatory Agreement and the Indenture shall be limited obligations
of the Issuer, payable solely and only from the Trust Estate. The Bonds shall be payable solely
from the Trust Estate, and no owner or owners of any of the Bonds shall ever have the right to
compel any exercise of the taxing power of the Issuer, the State or any political subdivision or
other public body of the State, nor to enforce the payment of the Bonds against any property of
Issuer, the State or any such political subdivision or other public body, except as provided in the
Indenture. No member, officer, agent, director, employee, attorney or member of the Board of
Supervisors of the Issuer, including any person executing this Financing Agreement on behalf of
the Issuer, shall be liable personally under this Financing Agreement or for any reason relating to
the issuance of the Bonds. No recourse shall be had for the payment of the principal of,
premium, if any, or the interest on the Bonds, or for any claim based on the Bonds, or otherwise
in respect of the Bonds, or based on or in respect of this Financing Agreement or any amendment
to this Financing Agreement, against any member, officer, employee, director, agent, attorney or
member of the Board of Supervisors of the Issuer, as such, of the Issuer or any successor whether
by virtue of any constitution, statute or rule of law, or by the enforcement of any assessment or
penalty or otherwise, all such liability being, by the acceptance of this Financing Agreement and
as part of the consideration for the issuance of the Bonds, expressly waived and released.
Section 8.14. No Liability of Officers. No recourse under or upon any obligation,
covenant, or agreement or in any Bonds, or under any judgment obtained against the Issuer, or
by the enforcement of any assessment or by any legal or equitable proceeding by virtue of any
constitution or statute or otherwise or under any circumstances, shall be had against any
incorporator, member, director, commissioner, employee, agent or officer, as such, past, present,
or future, of the Issuer, either directly or through the Issuer, or otherwise, for the payment for or
to the Issuer or any receiver thereof, or for or to the Owner of any Bonds, of any sum that may be
due and unpaid by the Issuer upon any of the Bonds. Any and all personal liability of every
nature, whether at common law or in equity, or by statute or by constitution or otherwise, of any
such incorporator, member, director, commissioner, employee, agent or officer, as such, to
respond by reason of any act or omission on his or her part or otherwise, for the payment for or
to the Issuer or any receiver thereof, or for or to the Owner of any Bonds, of any sum that may
remain due and unpaid upon the Bonds or any of them, is hereby expressly waived and released
as a condition of and consideration for the execution of this Financing Agreement and the release
and conversion of the Bonds.
Section 8.15. Capacity of the Trustee. The Trustee is entering into this Financing
Agreement solely in its capacity as Trustee and shall be entitled to the rights, protections,
limitations from liability and immunities afforded it as Trustee under the Indenture. The Trustee
shall be responsible only for the duties of the Trustee expressly set forth herein and in the
Indenture.
Section 8.16. Reliance. The representations, covenants, agreements and warranties set
forth in this Financing Agreement may be relied upon by the Issuer and the Trustee. In
performing their duties and obligations under this Financing Agreement and under the Indenture,
the Issuer and the Trustee may rely upon statements and certificates of the Borrower, upon
certificates of tenants believed to be genuine and to have been executed by the proper person or
persons, and upon audits of the books and records of the Borrower pertaining to occupancy of
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the Projects. In addition, the Issuer and the Trustee may consult with counsel, and the opinion of
such counsel shall be full and complete authorization and protection in respect of any action
taken or suffered by the Issuer or the Trustee under this Financing Agreement and under the
Indenture in good faith and in conformity with the opinion of such counsel. It is expressly
understood and agreed by the parties to this Financing Agreement (other than the Issuer) that:
(a) the Issuer may rely conclusively on the truth and accuracy of any certificate,
opinion, notice or other instrument furnished to the Issuer by the Trustee, any Bondholder or the
Borrower as to the existence of a fact or state of affairs required under this Financing Agreement
to be noticed by the Issuer;
(b) the Issuer shall not be under any obligation to perform any record keeping or to
provide any legal service, it being understood that such services shall be performed or caused to
be performed by the Trustee or the Borrower, as applicable; and
(c) none of the provisions of this Financing Agreement shall require the Issuer or the
Trustee to expend or risk its own funds (apart from the proceeds of Bonds issued under the
Indenture) or otherwise endure financial liability in the performance of any of its duties or in the
exercise of any of its rights under this Financing Agreement, unless it shall first have been
adequately indemnified to its satisfaction against the costs, expenses and liabilities which may be
incurred by taking any such action.
Section 8.17. Amendment of Original Financing Agreement. This Financing
Agreement amends the Original Financing Agreement as of the Amendment Date.
[Signature Pages Follow]
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IN WITNESS WHEREOF, the parties hereto have executed this Financing Agreement all
as of the date first set forth above.
COUNTY OF CONTRA COSTA
By
John Kopchik
Director of the Department of
Conservation and Development
U.S. BANK NATIONAL ASSOCIATION, as Trustee
By
Authorized Representative
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OHSUSA:764324649.2
RELIANT - MIRA VISTA, L.P., a California Limited
Partnership
By: Rainbow - Mira Vista, LLC, a California limited
liability company, its Managing General Partner
By: Rainbow Housing Assistance Corporation, a
California nonprofit public benefit corporation, its
Managing Member
By
Flynann Janisse, Executive Director
By: Gung Ho – Mira Vista, LLC, a California limited
liability company, its Co-General Partner
By: Gung Ho Partners, LLC, a Delaware|
limited liability company, acting solely
with respect to its series 52,
its Sole Member
By: Reliant Group Management, LLC,
a California limited liability
company, its Manager
By:_________________________
Caskie Collet, Manager
CONSENTED TO AND AGREED:
RELIANT CAP VIII, LLC,
a California limited liability company,
as Bondholder
By:
February 9, 2016 Official Minutes 756
EXHIBIT A
[TO COME]
February 9, 2016 Official Minutes 757
OHSUSA:764324649.2
February 9, 2016 Official Minutes 758
RECOMMENDATION(S):
AUTHORIZE the County Counsel, or her designee, to consent to potential conflicts of interest that arise from the
County being represented by Goldfarb & Lipman LLP in connection with the following affordable housing
transactions: Tabora Gardens (in Antioch) and East Bluff Apartments (in Pinole).
AUTHORIZE the County Counsel, or her designee, to consent to future potential conflicts of interest in situations
when an attorney provides services to the County in connection with the development, renovation or refinancing of
affordable housing and another party to the transaction is a former or existing client of the attorney.
FISCAL IMPACT:
There is no financial impact.
BACKGROUND:
Affordable housing is a specialized area of law practiced by a limited number of attorneys. The local affordable
housing development community is also small. As a result, participants in local affordable housing projects tend to
know one another and to work together in varying capacities over time. For that reason, it is not uncommon for the
firm representing the County on a particular affordable housing project to have an existing or prior relationship with
the non-profit developer working on a project or the city in which the project is sited. When that happens, there is the
potential for a conflict of interest and, in accordance with the rules of profession conduct established by the State Bar
of California, the firm must obtain the informed written consent of the County and the current or former client before
it can represent the County.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Kathleen Andrus, Deputy County
Counsel, (925) 335-1800
I hereby certify that this is a true and correct copy of an action taken and entered on the
minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of
Supervisors
By: June McHuen, Deputy
cc: Kathleen M. Andrus, Deputy County Counsel, David Twa, County Administrator
C.102
To:Board of Supervisors
From:Sharon L. Anderson, County Counsel
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVAL OF REQUESTS FOR ATTORNEY CONFLICT WAIVERS UNDER CERTAIN CIRCUMSTANCES
February 9, 2016 Official Minutes 759
BACKGROUND: (CONT'D)
>
When evaluating a request from outside counsel that the County waive potential conflicts of interest in the
circumstance described above, a number of factors are considered. Of primary importance is the nature of the
transaction and the potential risk associated with the law firm’s relationship with the other party. Because all the
parties in an affordable housing transaction have the same ultimate goal – making affordable housing available in
a responsible manner – affordable housing transactions tend to be less adversarial and more cooperative than
many other transactions. For that reason, and given the limited number of legal resources available to the County
in this specialized field, and the fact that outside counsel’s work is reviewed by attorneys in the County Counsel’s
Office, waiver of a potential conflict does not create risk for the County.
It is important to note that there is a distinction between a potential conflict of interest, and an actual conflict of
interest. A potential conflict exists in a situation where an attorney represents Client A in a matter that involves
Client B but the representation provided to the two clients is unrelated. An example of this situation is where the
County is making a loan to a non-profit that is affiliated with an existing client of the County’s attorney, but the
attorney is representing only the County in the loan transaction – not the borrower or the affiliate. Because there is
little, if any, risk to the County in consenting to the waiver of a potential conflict of interest, the County routinely
grants its consent to such waivers on the recommendation of the County Counsel. An actual conflict, on the other
hand, occurs when an attorney provides representation to two clients in a related matter. In the case of an actual
conflict of interest, the attorney would have to either (i) obtain the informed written consent of both parties to the
actual conflict, or (ii) cease representing both parties. In situations where a potential conflict becomes an actual
conflict, the consent given when the conflict was only potential would no longer apply. The attorney would have
to obtain the written consent of both parties to the actual conflict or cease representing both parties.
This board order authorizes County Counsel to consent to potential conflicts of interest, not actual conflicts of
interest. And only when the potential conflict arises as a result of an attorney providing services to the County in
connection with the development, renovation or refinancing of affordable housing and another party to the
transaction is a former or existing client of the attorney. Delegating authority to the County Counsel, or her
designee, to acknowledge and consent to such potential conflicts will enable the County to respond to such
requests in a more timely manner, thus minimizing any delay in the drafting of relevant documents.
Attached are three letters from Goldfarb & Lipman LLP (Goldfarb) that request that the County acknowledge and
waive the potential conflicts that exist in two different affordable housing transactions. The first project is referred
to as "Tabora Gardens." Completion of this project will result in the construction of an 85-unit apartment complex
for seniors at 3557 Tabora Drive in Antioch. The second project is known as "East Bluff Apartments."
Completion of this project involves the rehabilitation of a 144-unit multifamily affordable housing development
at 1813 Marlesta Court in Pinole.
Tabora Gardens
In this transaction, the County is lending HOME, HOPWA, NSP1 and Summer Lake Trust funds to a limited
partnership affiliate of Satellite Affordable Housing Associates (SAHA). The combined total value of the loans is
$6 million. Two of the attached letters relate to this project. One describes Goldfarb’s existing relationship with
SAHA. In this transaction, SAHA will be represented by separate legal counsel. The other letter describes
Goldfarb’s existing relationship with the City of Antioch. The City has already lent money to this project and is
expected to lend more. It is likely that the loans made by the City and the loans made by the County will all be
repayable from excess cash flow generated by the development. If so, the City and the County will enter into an
intercreditor agreement that addresses how the cash flow is to be shared and the priority of the liens that secure the
loans. Goldfarb did not represent the City when it made the loans. If Goldfarb is asked to represent the City in the
documentation of an intercreditor agreement, Goldfarb will be required to obtain both the City and the County’s
informed written consent. (A separate consent from the one contemplated here.)
February 9, 2016 Official Minutes 760
East Bluff Apartments
In this transaction, the County is lending approximately $2 million of CDBG funds to a limited partnership
affiliate of Eden Housing Inc. (Eden). Goldfarb has an existing relationship with Eden. Eden will be represented
by separate legal counsel in this transaction.
CONSEQUENCE OF NEGATIVE ACTION:
If the County does not consent to the potential conflicts that arise as a result of Goldfarb representing the County
in both the Tabora Gardens and East Bluff Apartments projects, Goldfarb would not be able to represent the
County, or anyone else, in connection with these transactions. The result would likely be increased costs for the
County and a delay in the completion of both transactions.
If the authority to consent to potential conflicts of interest that arise when an attorney is providing services to the
County in the context of affordable housing is not delegated to the County Counsel or her designee, requests for
affordable housing-related “conflict waivers” will continue to be presented to the Board of Supervisors for
approval, potentially delaying the start of the necessary legal services.
ATTACHMENTS
Conflict Waiver - Attachment A
Conflict Waiver - Attachment B
Conflict Waiver - Attachment C
February 9, 2016 Official Minutes 761
February 9, 2016 Official Minutes 762
February 9, 2016 Official Minutes 763
February 9, 2016 Official Minutes 764
February 9, 2016 Official Minutes 765
February 9, 2016 Official Minutes 766
February 9, 2016 Official Minutes 767
February 9, 2016 Official Minutes 768
February 9, 2016 Official Minutes 769
February 9, 2016 Official Minutes 770
February 9, 2016 Official Minutes 771
February 9, 2016 Official Minutes 772
February 9, 2016 Official Minutes 773
February 9, 2016 Official Minutes 774
RECOMMENDATION(S):
APPROVE and AUTHORIZE the County Administrator, or designee, to execute an agreement with the Contra Costa
Local Agency Formation Commissions indemnifying it from costs or liabilities related to its proceedings on the
County's application for detachment of the Byron-Bethany Irrigation District from the Discovery Bay Community
Services District.
FISCAL IMPACT:
No direct fiscal impact; however, the County would, by agreement, assume potential liability for costs incurred by the
LAFCo from any legal action or proceeding related to the County's application for detachment.
BACKGROUND:
On November 17, 2015, the Contra Costa County Board of Supervisors voted unanimously to pursue a detachment of
overlapping boundaries between the Byron-Bethany Irrigation District (BBID) and the Discovery Bay Community
Services District (TODB). The action:
acknowledged that only the TODB provides water services to this area even though both BBID and the Town
receive payment for water service delivery;
recognized that the 2014 Contra Costa LAFCO MSR indicates that it is unlikely that the Town will ever use
BBID water and that, if detached, the nearly $685,000 of BBID tax revenue could be reallocated to other
affected taxing agency(ies) that are actually providing services; and
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Julie DiMaggio Enea (925)
335-1077
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C.101
To:Board of Supervisors
From:David Twa, County Administrator
Date:February 9, 2016
Contra
Costa
County
Subject:AUTHORIZE EXECUTION OF INDEMNIFICATION AGREEMENT WITH CONTRA COSTA LAFCo
RELATED TO BBID/TODB DETACHMENT
February 9, 2016 Official Minutes 775
BACKGROUND: (CONT'D)
>
directed the County Administrator prepare a resolution of application for detachment in order to initiate the
detachment process; provide notice to Contra Costa LAFCO, San Joaquin LAFCO and other interested
agencies; and explore allocation of the BBID property tax revenues from the overlap areas to the East Contra
Costa Fire Protection District.
On January 12, 2016, the Board of Supervisors adopted Resolution No. 2016/3 authorizing the submittal of
proposals to the San Joaquin Local Agency Formation Commission and the Contra Costa Local Agency
Formation Commission to detach the Byron-Bethany Irrigation District from the Discovery Bay Community
Services District and/or amend the Byron-Bethany Irrigation District Sphere of Influence accordingly. The County
has submitted an application for detachment to the San Joaquin LAFCo and has also requested a change in
jurisdiction to the Contra Costa LAFCo for consideration of the County's application. The Contra Costa LAFCo
requires each applicant to indemnify the LAFCo from costs or liabilities related to its proceedings on the
application. The County's execution of the attached agreement will satisfy this requirement.
CONSEQUENCE OF NEGATIVE ACTION:
The LAFCo would not agree to process the County's application for detachment.
ATTACHMENTS
Contra Costa LAFCo Indemnification Agreement
February 9, 2016 Official Minutes 776
AGREEMENT BETWEEN
CONTRA COSTA LOCAL AGENCY FORMATION COMMISSION
AND CONTRA COSTA COUNTY
REGARDING DETACHMENT FROM
BYRON BETHANY IRRIGATION DISTRICT (BBID)
(LAFCO 16-02)
THIS AGREEMENT, dated this _____ day of February, 2016, is entered into by
and between the Contra Costa Local Agency Formation Commission (“LAFCO”), a
public agency, and Contra Costa County (“Agency”), a political subdivision of the State
of California.
Recitals
1. Agency submitted an application to LAFCO to detach territory, which is
located in Contra Costa County, from the Byron Bethany Irrigation District.
2. LAFCO’s review and/or approval of the application is conditioned upon,
among other things, Agency and LAFCO entering into an agreement to indemnify
LAFCO against any expenses arising from any legal actions challenging the application
and subsequent actions.
NOW, THEREFORE, LAFCO and Agency agree as follows:
Section 1. Indemnification. In the event any legal action or proceeding is
instituted against LAFCO (or naming LAFCO as a real party in interest) challenging the
review and/or approval of the application, or any of LAFCO's actions related thereto,
Agency shall indemnify LAFCO from any costs or liabilities incurred by LAFCO as a
result of any such action or proceeding, including any award to opposing counsel of
attorney's fees or costs. Agency also agrees to reimburse LAFCO for the Commission’s
reasonable expenses resulting from any such legal action or proceeding. Such
expenses include LAFCO’s counsel’s charges for representing LAFCO in any such
action, costs of preparing the administrative record in any such action (including LAFCO
staff costs), and all other expenses incurred by LAFCO as a result of any such action or
proceeding.
LAFCO intends to use its staff to represent it in this action. LAFCO will coordinate
the defense of this action with the Agency. LAFCO retains the right to obtain outside
counsel to represent it in litigation, if necessary. LAFCO will do so only after
consultation with the Agency.
Section 2. Miscellaneous Provisions.
A. Successors and Assigns. This agreement shall apply to, bind and inure to the
benefit of successors in interest of the parties hereto, including heirs, assigns,
executors, administrators and all other parties, whether they succeed by operation of
law or voluntary acts.
February 9, 2016 Official Minutes 777
B. No Third-Party Beneficiaries. This agreement is entered only for the benefit of
the parties executing this agreement and not for the benefit of any other individual,
entity or person.
C. Amendments. This agreement may be amended in writing by the mutual
agreement of the original parties or their successors in interest.
D. Applicable Law. This agreement shall be construed and enforced in accordance
with the laws of the State of California.
E. Counterparts. This agreement may be executed and delivered in counterparts,
each of which shall be an original and all of which shall constitute one and the same
instrument.
IN WITNESS WHEREOF, the parties have executed this agreement the day and
year first above written.
CONTRA COSTA LOCAL AGENCY
FORMATION COMMISSION
__________________________________
LAFCO Executive Officer
CONTRA COSTA COUNTY
__________________________________
David Twa, County Administrative Officer
Form approved by LAFCO Legal Counsel
Approved as to form:
__________________________________
County Counsel
February 9, 2016 Official Minutes 778
RECOMMENDATION(S):
CONTINUE the emergency action originally taken by the Board of Supervisors on November 16, 1999 regarding the
issue of homelessness in Contra Costa County.
FISCAL IMPACT:
None.
BACKGROUND:
Government Code Section 8630 required that, for a body that meets weekly, the need to continue the emergency
declaration be reviewed at least every 14 days until the local emergency is terminated. In no event is the review to
take place more than 21 days after the previous review.
On November 16, 1999, the Board of Supervisors declared a local emergency, pursuant to the provisions of
Government Code Section 8630 on homelessness in Contra Costa County.
With the continuing high number of homeless individuals and insufficient funding available to assist in sheltering all
homeless individuals and families, it is appropriate for the Board to continue the declaration of a local emergency
regarding homelessness.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Enid Mendoza, (925) 335-1039
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C.103
To:Board of Supervisors
From:David Twa, County Administrator
Date:February 9, 2016
Contra
Costa
County
Subject:Continue Extension of Emergency Declaration Regarding Homelessness
February 9, 2016 Official Minutes 779
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Unpaid
Student Training Agreement #22-528-8 with Contra Costa Community College District, an educational institution,
to provide supervised field instruction in County’s Public Health Division for nursing students, for the period from
March 1, 2016 through February 28, 2019.
FISCAL IMPACT:
None
BACKGROUND:
The purpose of this agreement is to provide Contra Costa Community College District nursing students with the
opportunity to integrate academic knowledge with applied skills
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Dan Peddycord, 313-6712
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: D Morgan, M Wilhelm
C. 95
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Contra Costa Community College District Unpaid Student Training Agreement #22-528-8
February 9, 2016 Official Minutes 780
BACKGROUND: (CONT'D)
at progressively higher levels of performance and responsibility. Supervised fieldwork experience for students is
considered to be an integral part of both educational and professional preparation. The Health Services Department
can provide the requisite field education, while at the same time, benefiting from the students’ services to patients.
On February 26, 2013, the Board of Supervisors approved Contract #22-528-7 with Contra Costa Community
College District for the provision of supervised fieldwork instruction experience with Health Services, for the period
from March 1, 2013 through February 29, 2016.
Approval of Unpaid Student Training Agreement #22-528-8 will allow Contra Costa Community College District
students to receive supervised fieldwork instruction experience, in County’s Public Health Division, through February
28, 2019.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, the students will not receive supervised fieldwork instruction experience in
County’s Public Health Division.
CHILDREN'S IMPACT STATEMENT:
Not Applicable
February 9, 2016 Official Minutes 781
RECOMMENDATION(S):
DECLARE as surplus and AUTHORIZE the Purchasing Agent, or designee, to dispose of fully depreciated vehicles
and equipment no longer needed for public use, as recommended by the Public Works Director, Countywide.
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
Section 1108-2.212 of the County Ordinance Code authorizes the Purchasing Agent to dispose of any personal
property belonging to Contra Costa County and found by the Board of Supervisors not to be required for public use.
The property for disposal is either obsolete, worn out, beyond economical repair, or damaged beyond repair.
CONSEQUENCE OF NEGATIVE ACTION:
Public Works would not be able to dispose of surplus vehicles and equipment.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Daniel Lesnick, (925) 313-2376
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 93
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:Disposal of Surplus Property
February 9, 2016 Official Minutes 782
ATTACHMENTS
Surplus Vehicles & Equipment
February 9, 2016 Official Minutes 783
ATTACHMENT TO BOARD ORDER FEBRUARY 10, 2016
Department Description/Unit/Make/Model Serial No. Condition
A. Obsolete B. Worn Out
C. Beyond economical repair
D. Damaged beyond repair
HEALTH SERVICES 2002 TOYOTA PRIUS HYB #0228 (83096 MILES) JT2BK18U820055047 B. WORN OUT
EHS/COMM.
SERVICES 2002 FORD TAURUS #0344 (136920 MILES) 1FAFP52U02G199280 B. WORN OUT
HEALTH SERVICES 2009 TOYOTA PRIUS HYB #1115 (110260 MILES) JTDKB20U097864942 B. WORN OUT
ANIMAL SERVICES 2000 GMC SAFARI #5889 (97898 MILES) 1GKDM19W5YB519259 B. WORN OUT
EHS/COMM.
SERVICES 2010 FORD E-350 #4671 (84494 MILES) 1FTSS34L29DA66760 D. DAMAGED BEYOND
REPAIR
SHERIFF CORONER 2011 FORD TAURUS #1026 (108288 MILES) 1FAHP2DW9BG147412 B. WORN OUT
PROBATION 2002 FORD TAURUS #0369 (122416 MILES) 1FAFP52U62G284107 B. WORN OUT
HEALTH SERVICES 2002 FORD TAURUS #0364 (85475 MILES) 1FAFP52U82G216682 B. WORN OUT
PROBATION 2002 FORD TAURUS #0316 (90177 MILES) 1FAFP52U32G165592 B. WORN OUT
SHERIFF CORONER 2010 FORD CROWN VIC #2026 (87241 MILES) 2FABP7BV3AX115433 B. WORN OUT
SHERIFF CORONER 2009 TOYOTA PRIUS HYB #1102 (118071 MILES) JTDKB20U197862875 B. WORN OUT
SHERIFF CORONER 2008 FORD CROWN VIC #2810 (97296 MILES) 2FAFP71V18X160142 B. WORN OUT
PROBATION 2002 FORD TAURUS #0376 (76883 MILES) 1FAFP52U52G284115 B. WORN OUT
PROBATION 2010 FORED ESCAPE #3711 (131519 MILES) 1FMCU5K39AKB19735 D. DAMAGED BEYOND
REPAIR
February 9, 2016 Official Minutes 784
RECOMMENDATION(S):
APPROVE the revised Hazardous Materials Incident Notification Policy.
FISCAL IMPACT:
No expected fiscal impact.
BACKGROUND:
Revisions to the Hazardous Materials Incident Notification Policy was reviewed and accepted by the Ad Hoc
Committee on the Industrial Safety Ordinance and the Community Warning System (Committee) on January 7, 2016.
The Committee approved having the revised policy go to the Board of Supervisors for approval.
The purpose of this Policy is to promote prompt and accurate reporting to Contra Costa Health Services (“CCHS”) of
releases or threatened releases of hazardous materials that may result in injury or damage to the community and/or
the environment.
The primary reason for prompt and accurate notification to CCHS is to enable CCHS to take measures to mitigate the
impacts of a hazardous materials release, such as:
1. Dispatching emergency response
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Randy Sawyer, 335-3210
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: Tasha Scott, Marcy Wilhelm, Randy Sawyer
C. 99
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Hazardous Materials Incident Notification Policy
February 9, 2016 Official Minutes 785
BACKGROUND: (CONT'D)
teams quickly and with the appropriate equipment and personnel
2. Assessing the extent of the release or the potential extent of the release and whether neighboring communities
are at risk of exposure
3. Determining whether the Community Warning System should be activated (if not already activated)
4. Responding to inquiries from the public and the media
A. Origin of Policy
The Contra Costa County Board of Supervisors approved the original Hazardous Materials Incident Notification
Policy on November 5, 1991. The policy was established in response to incidents, both in Contra Costa County
and elsewhere, which demonstrated that preliminary assessments of hazardous materials releases often
underestimate the extent and potential danger of such releases.
B. Policy Supplements Regulations
CCHS administers Article 1 of Chapter 6.95 of the California Health and Safety Code, often referred to as the
“AB 2185" or “Business Plan” program, which requires immediate notification in the event of a hazardous
materials release. The fines that can be assessed for not reporting can be up to $25,000 per day and up to one year
in jail for the first conviction. Notification to CCHS does not absolve the facility of requisite notifications to other
regulatory agencies.
CCHS also administers Article 2 of Chapter 6.95 of the California Health and Safety Code, referred to as the
California Accidental Release Prevention (CalARP) Program. This policy assists facilities to meet their
obligations under these and other laws.
C. Community Warning System
The CalARP Program requires facilities to determine the potential off-site consequences from accidental releases
of a CalARP Program regulated substance. This information has been used in developing emergency response
plans for such potential releases and was used to help design the Community Warning System (CWS).
The success of the CWS is dependent upon industry’s prompt notification to CCHS. CCHS would like the public
to be assured that the CWS will be activated in a timely manner to implement preventive measures, such as
sheltering-in-place. (In order to expedite notification, some facilities have CWS terminals on-site and may
activate the CWS directly using pre-defined protocols and procedures.)
D. Benefits of Prompt Notification and Cooperation
Information provided during the initial notification may be preliminary and facilities may not be able to provide
completely accurate information. The implementation of this policy is not intended for the need to provide
notification to CCHS to impede other emergency response activities related to the release. However, CCHS’s
ability to make quick and informed decisions to mitigate the impacts of a release is dependent upon receiving
prompt notification and accurate information about the release.
Since its adoption in 1991, this policy has improved cooperation and communication between industry, CCHS,
and the public during hazardous materials emergency events. CCHS remains committed to ongoing improvement
of this policy as industry, CCHS, and the public gain additional experience.
E. Changes in this Revision
The revisions in this revision of the policy is to make it consistent with the Health and Safety Code, which has
February 9, 2016 Official Minutes 786
changed; minor revisions to make the requirements clearer; and redoing Attachment A-1 that is used to assist the
businesses to determine the appropriate notification level. In addition to the revised policy, attached is a red lined
copy of the existing policy that will show the changes and a copy of the existing attachment A-1.
CONSEQUENCE OF NEGATIVE ACTION:
The policy will not be consistent with changes that have made to the Health and Safety code requiring
notifications and there would be a greater change of notifying incorrectly.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
ATTACHMENTS
Redlined policy
Final Policy
Attachment A-1
February 9, 2016 Official Minutes 787
January 7, 2016 Page 1
Contra Costa Health Services
HAZARDOUS MATERIALS INCIDENT NOTIFICATION POLICY
I. PURPOSE:
The purpose of this Policy is to promote prompt and accurate reporting to Contra Costa
Health Services (“CCHS”) of releases or threatened releases of hazardous materials that may
result in injury or damage to the community and/or the environment.
The primary reason for prompt and accurate notification to CCHS is to enable CCHS to
take measures to mitigate the impacts of a hazardous materials release, such as:
1. Dispatching emergency response teams quickly and with the appropriate equipment
and personnel
2. Assessing the extent of the release or the potential extent of the release and whether
neighboring communities are at risk of exposure
3. Determining whether the Community Warning System should be activated (if not
already activated)1
4. Responding to inquiries from the public and the media
II. BACKGROUND:
A. Origin of Policy
The Contra Costa County Board of Supervisors approved the original Hazardous
Materials Incident Notification Policy on November 5, 1991. The policy was established in
response to incidents, both in Contra Costa County and elsewhere, which demonstrated that
preliminary assessments of hazardous materials releases often underestimate the extent and
potential danger of such releases.
B. Policy Supplements Regulations
CCHS administers Article 1 of Chapter 6.95 of the California Health and Safety Code,
often referred to as the “AB 2185" or “Business Plan” program, which requires immediate
notification in the event of a hazardous materials release. The fines that can be assessed for not
reporting can be up to $25,000 per day and up to one year in jail for the first conviction.2
1 Facilities capable of initiating the Community Warning System shall follow the Community
Warning System Operating Protocols established for it in addition to this policy.
2 §25515.3 Any person or business that violates Section 25510 shall, upon conviction, be
punished by a fine of not more than twenty-five thousand dollars ($25,000) for each day of
violation, or by imprisonment in the county jail for not more than one year, or by both the fine
and imprisonment. If the conviction is for a violation committed after a first conviction under
this section, the person shall be punished by a fine of not less than two thousand dollars ($2,000)
February 9, 2016 Official Minutes 788
January 7, 2016 Page 2
Notification to CCHS does not absolve the facility of requisite notifications to other regulatory
agencies.
CCHS also administers Article 2 of Chapter 6.95 of the California Health and Safety
Code, referred to as the California Accidental Release Prevention (CalARP) Program. This
policy assists facilities to meet their obligations under these and other laws.
C. Community Warning System
The CalARP Program requires facilities to determine the potential off-site consequences
from accidental releases of a CalARP Program regulated substance. This information has been
used in developing emergency response plans for such potential releases and was used to help
design the Community Warning System (CWS).
The CWS is a computer-integrated alerting and notification system that incorporates
safety sirens, emergency responder pagers, Emergency Digital Information System (EDIS), the
Emergency Alerting System (EAS), and a telephone emergency notification system (TENS).
EDIS, and EAS are different ways of getting messages to emergency responders, including law
enforcement, the media, and the National Weather Service (which transmits information to
NOAA Weather Radios). The TENS calls households and businesses and transmits short
messages about the incident and recommended protective actions. In addition to these tools, the
CWS delivers text messages, make phone calls, send e-mail alerts to individuals that register
their phones. The CWS alert messages are broadcasted over Facebook and Twitter. Information
about an incident can be found during an incident at cococws.us, including the area that is being
requested to shelter-in-place.
The CWS was developed through the efforts of the Contra Costa County Community
Awareness and Emergency Response (“CAER”) Group working cooperatively with CCHS,
representatives from local industry, the community, and other regulatory agencies to provide
local residents with timely notification of emergencies, including hazardous materials releases.
The success of the CWS is dependent upon industry‟s prompt notification to CCHS.
CCHS would like the public to be assured that the CWS will be activated in a timely manner to
implement preventive measures, such as sheltering-in-place. The CWS may also be activated to
allay community concerns when a visible incident occurs, such as an explosion that does not
pose a health hazard. (In order to expedite notification, some facilities have CWS terminals on-
site and may activate the CWS directly using pre-defined protocols and procedures.)
D. Benefits of Prompt Notification and Cooperation
or more than fifty thousand dollars ($50,000) per day of violation, or by imprisonment in the
state prison for 16, 20, or 24 months or in the county jail for not more than one year, or by both
the fine and imprisonment. Furthermore, if the violation results in, or significantly contributes
to, an emergency, including a fire, to which the county or city is required to respond, the person
shall also be assessed the full cost of the county or city emergency response, as well as the cost
of cleaning up and disposing of the hazardous materials.
February 9, 2016 Official Minutes 789
January 7, 2016 Page 3
CCHS is aware that information provided during the initial notification may be
preliminary and that facilities may not be able to provide completely accurate information.
CCHS also does not intend for the need to provide notification to CCHS to impede other
emergency response activities related to the release. However, CCHS‟s ability to make quick
and informed decisions to mitigate the impacts of a release is dependent upon receiving prompt
notification and accurate information about the release.
Since its adoption in 1991, this policy has improved cooperation and communication
between industry, CCHS, and the public during hazardous materials emergency events. CCHS
remains committed to ongoing improvement of this policy as industry, CCHS, and the public
gain additional experience.
III. POLICY:
A. When Immediate Notification Required. Responsible businesses3 are required
to provide immediate notification to CCHS of a release or threatened release in the following
situations.
1. General. Immediate notification is required upon discovery of any release or
threatened release of a hazardous material that may have or did have the potential for
an adverse health effect from exposure to the chemicals release. This can be on-site,
or during transport, handling, storage, or loading of such material, via vehicle, rail,
pipeline, marine vessel, or aircraft..
2. Specific Situations. Immediate notification is required in the following situations:
a. The release or threatened release of a hazardous material that results in a
substantial probability of harm to nearby workers or the general public. This
includes all hazardous materials incidents in which medical attention beyond first
aid is sought. (Do not delay reporting if the level of treatment is uncertain.)
b. The release or threatened release of hazardous materials that may affect the
surrounding population including odor, eye or respiratory irritation.
c. The event may cause general public concern, such as in cases of fire, explosion,
smoke, or excessive flaring. This does not include a non-process fire, such as a
grass fire, as long as the non-process fire will not impact a process.
d. The release or threatened release may contaminate surface water, groundwater or
soil, either on-site (unless the spill is entirely contained and the clean-up is
initiated immediately and completed expeditiously) or off-site.
3The term “responsible business” or “business” includes facilities and other entities that
have custody of the hazardous material at the time that it is accidentally released, or the facility
where the release occurs. For example, a transportation company is the responsible business if
the material is released in transit. If there is a release from a transport vehicle when the vehicle
is at a fixed facility, the fixed facility is primarily responsible for notifying CCHS under this
policy.
February 9, 2016 Official Minutes 790
January 7, 2016 Page 4
e. The release or threatened release may cause off-site environmental damage.
f. The facility‟s Safety Supervisor or equivalent personnel is placed on alert due to a
release or threatened release in the likelihood of an emergency situation,
including, but not limited to, emergency shutdowns or major unit start-ups.
B. Who to Notify. Immediately notify the CCHS Incident Response Team (on-call
24 hours a day) by any of the following methods
1. Through a CWS communication terminal (this is the preferred method if your facility
has a CWS terminal)
2. Directly via emergency response pagers (To receive the pager number, please contact
the CCHS Incident Response Team in advance at (925) 335-3200 during normal
business hours.)
3. Any time by phone at (925) 335-3232
C. Required Information. Provide the information required by the Facility Incident
Checklist (Attachment A). Do not delay the notification due to inability to provide any of the
information called for in the Facility Incident Checklist.
D. Notification under this policy does not relieve the responsible business from
having to comply with any legal requirement to notify other local, state or federal agencies.
E. When Notification Not Required. This policy does not require reporting of a
release of a hazardous material that clearly does not meet any of the criteria described in
Subsection A, above. Examples of such situations are:
1. Ambulance calls not associated with hazardous materials incidents (e.g., falling off of
a ladder).
2. Incidental release.
3. Small spills where the spill is contained, and where it is clear that none of the
situations described in Subsection A apply. Spill containment means:
a. The spilled material is caught in a fixed berm or dike or other impermeable
surface, or is contained by using effective spill control measures (NOTE:
Petroleum refineries (only) the petroleum spill is less than 150 gallons.);
b. All of the spilled material is prevented from contaminating surface or
groundwater; and
c. The spill does not pose a substantial probability of adverse health effects to the
general public
4. Non-process fires or incidents, such as a grass fire, where a process is not expected to
be impacted.
February 9, 2016 Official Minutes 791
January 7, 2016 Page 5
F. Follow-up Reporting of a Hazardous Materials Release.
1. For all Level 2 and Level 3 incidents (as defined in Attachment A-1), or upon request
of CCHS, a written follow-up report of the incident shall be submitted within 72-
hours. (If the due date falls on a weekend or holiday, the Director of Hazardous
Materials Programs may allow the report to be submitted on the next business day.)
The report shall confirm, modify and/or update the information provided in the initial
notification (Facility Incident Checklist). The report shall be submitted on the 72-
Hour Follow-Up Report Form (Attachment B). A hard copy and electronic copy of
the report should be submitted.
2. A written final report of the incident shall be made to CCHS as soon as practicable,
but no later than 30 calendar days from the date of the release, for all Level 2 and
Level 3 incidents and for any incident for which CCHS requests such a report. If the
investigation has not been completed within 30 calendar days, an interim report shall
be submitted and a final report submitted when the investigation is completed. The
facility shall give written monthly status reports of the incident investigation, which is
submitted the last business day of the month following the 30-day report, until the
incident investigation is complete and the final report has been issued to CCHS.
Refer to Attachment C for the 30-Day Final Incident Report format. A hard and an
electronic copy of the 30-day and subsequent reports should be submitted.
3. All “Major Chemical Accidents or Releases” (defined at County Ordinance Code
section 450-8.014(h)) should be investigated using root cause investigation
methodology. CCHS will either participate in or closely monitor the investigation.
(County Ordinance Code, §450.8.016(c)(1).)
4. If the release requires a written emergency release follow-up report to be submitted to
the Chemical Emergency Planning and Response Commission pursuant to section
2705(b) of Title 19 of the California Code of Regulations, a copy of such report shall
be sent to CCHS within 15 calendar days.
5. A facility may elect to include with the 30-Day Incident Report Form (Attachment C)
a brief narrative of how this incident relates to any of the prevention programs
required by CalARP Program regulations and described in the CCHS CalARP
Program guidance document.
6. Reports should be sent to the following address:
Contra Costa Hazardous Materials Programs
ATTENTION: Randall L. Sawyer
Chief Environmental Health and Hazardous Materials Officer
4585 Pacheco Boulevard, Suite 100
Martinez, CA 94553
IV. REFERENCES: California Health and Safety Code Chapter 6.95 (§25500 et seq.); Title 19
Cal. Code Regs §2703 et seq.; County Ordinance Code Chapter 450.8. (Californian Public
February 9, 2016 Official Minutes 792
January 7, 2016 Page 6
Utilities Commission Decision 91-08-019/R.88-07-039 requires similar notification for rail
accidents.)
Bd approved 11/5/91
Revised Bd Approved 1/93
Revised Bd Approved 6/19/01
Revised Bd Approval 12/14/04
February 9, 2016 Official Minutes 793
January 7, 2016 Page 7
Figure 1. CCHS Hazardous Materials Incident Notification Policy Flowchart
DISCOVERY OF
HAZARDOUS
MATERIALS
RELEASE
IMMEDIATE
NOTIFICATION TO
CCHS by TELEPHONE, PAGER,
AND/OR CWS
NO FURTHER
ACTION
REQUIRED
PROVIDE INFORMATION
IN ATTACHMENT „A‟
WRITTEN FOLLOWUP
REPORT TO CCHS
WITHIN 72-HOURS
SUBMIT
INTERIM
REPORT(S)
SUBMIT FINAL REPORT
(ATTACHMENT „C‟)
(cont.)
N
Y
Y
N
Y
N
Y
DOES Event
MEET
NOTIFICATION
REQMNTS?
IS RELEASE
EITHER LEVEL 0
OR 1LEVEL 1?
CCHS REQUEST
FOLLOWUP
REPORT?
INVESTIGATION
BEEN
COMPLETED
WITHIN 30 DAYS?
N
FOR INITIAL
RESPONSE ONLY
APPLICABLE
TO 72-HOUR
REPORT
APPLICABLE
TO 30-DAY
REPORT
February 9, 2016 Official Minutes 794
January 7, 2016 Page 8
1 as per Section 2705(b) of Title 19 CCR.
2 Contra Costa County Ordinance Code Chapter 450-8.016(c)(1) (where applicable)
SUBMIT APPROPRIATE
REPORT TO CCHS
WITHIN 15 DAYS
NO FURTHER
ACTION REQUIRED
INVESTIGATE INCIDENT
USING ROOT CAUSE
METHOD,
IN CONJUNCTION WITH
CCHS2
N
N
Y
Y
(Figure 1, cont.)
IS FOLLOWUP
REPORT TO
STATE OES
REQUIRED?1
IS
INCIDENT MAJOR
CHEMICAL
ACCIDENT OR
RELEASE?
February 9, 2016 Official Minutes 795
January 7, 2016 Page 9
ATTACHMENT A
FACILITY INCIDENT CHECKLIST (Questions asked by the HazMat Response Team)
Date: Time: Initial:
A. Call/Page CCC Hazardous Materials Programs Division [Phone: (925) 335-3232,
Pager:_______________]
INFORMATION NEEDED IMMEDIATELY (IF KNOWN)
B. State your name and identify your facility and its address.
C. State your phone number or a number with immediate access to an individual who can answer further
questions from CCHS. (No voice mail phone numbers.)
D. State the Community Warning System (CWS) Plant Reporting Classification Level (0, 1, 2 or 3): (See
Attachment A-1).
E. Has the material gone off-site? Yes/ No/ Unknown. _______If yes, what area is being impacted? What is
the direction of flow? _________ Is there any impact to storm drains or surface waters?
F. Have TENS Zones been activated? Yes/No? If yes, which TENS Zones have been activated? If no, which
TENS Zones should be activated, if any?
G. State, if known, the chemical or material released and describe the physical state (solid, liquid, gas
and/or vapor). Has this been verified? Yes/No/ Unknown _____________________________
H. Have you received any public complaints? Yes/ No/ Unknown. ________________________
I. State wind direction out of (from) the __________ to the __________and degrees if known.
[e.g., “Wind is blowing from the Northwest (300°) to the Southeast (120°)].
J. State wind speed. __________ (If wind speed is unknown, inform CCHS whether the wind is blowing
significantly or not.)
INFORMATION NEEDED AS SOON AS PRACTICABLE
K. Are there any injuries on-site or off-site? Yes/No/Unknown__________
L. State the on-site contact person and gate number or address to which the CCHS Incident Response (IR)
Team should respond.____________________________________________
M. Are any sensitive receptors or subdivisions nearby? (e.g., School/ Day Care facilities/Hospitals/ Nursing
Homes)____________________________________________________
N. Has the facility‟s “Emergency Operations Center” or emergency response staff been activated? Yes/ No/
Unknown __________________________________________________________
O. State estimated quantity of chemical released (over-estimate rather than under-estimate release) _________
P. Have other agencies been notified? Yes/ No. ______________ If yes, state list.
Q. Is there potential for involvement of other hazardous materials due to the proximity to the incident?
February 9, 2016 Official Minutes 796
January 7, 2016 Page 10
ATTACHMENT A-1
On-Site Only On/Off Site On/Off Site On/Off Site
Level 0 Level 1 Level 2 Level 3
Scope
Hazardous Materials releases,
or potential releases, that are
limited to
- On-Site, and
- no Off-Site consequences.
Hazardous Materials releases,
or potential releases, that are
limited to
- On-Site, and
- Possible Off-Site
consequences.
Hazardous Materials releases,
or potential releases, that
- has been or expected to go
Off-Site, and
- may have adverse health
consequences for those with
sensitivities.
Hazardous Materials releases,
or potential releases, that
- has been or expected to go
Off-Site, and
- may have adverse health
consequences for the general
public.
Guidelines
- A release expected to pose
an immediate threat to the
health and safety of people in
the affected area onsite
(release is more than an
instantaneous release or a
puff)
- A potential release due to
process unit startups and shut
downs,
- Three or more unconfirmed
offsite odor complaints within
an hour.
- Spill or release that may
meet an RQ requirement that
does not meet requirements
of L2 or L3,
- Fire/smoke/plume visible
from offsite (does not include
fire training exercises)
- A fire beyond the incipient
stage
- Three or more offsite odor
complaints within an hour,
odors confirmed as originating
onsite,
- Flaring that could raise
concerns from the community.
- Fire/explosion/pressure
wave/smoke/plume that may
cause off-site adverse health
consequences for those with
sensitivities
- Fire/explosion/smoke/plume
that may cause off-site
adverse health consequences
for the general public,
* Hazardous material or fire
incident where the Incident
Commander or Unified
Command through
consultation with Contra Costa
Health Services HAZMAT
Incident Response Team
requires the sirens to be
sounded
NOTE: When in doubt of Level of Activation, always default to the higher level of activation.
February 9, 2016 Official Minutes 797
January 7, 2016 Page 11
ATTACHMENT B
72 HOUR FOLLOW-UP NOTIFICATION REPORT FORM
CONTRA COSTA HEALTH SERVICES
INSTRUCTIONS:A hardcopy and an electronic copy of this report is to be
submitted for all Level 2 and 3 incidents or when requested by CCHS. See
Attachment B-1 for suggestions regarding the type of information to be
included in the report. Attach additional sheets as necessary. Forward the
completed form to:
ATTENTION: Randall L. Sawyer
Chief Environmental Health and Hazardous Materials Officer
Contra Costa Hazardous Materials Programs
4585 Pacheco Boulevard, Suite 100
Martinez, CA 94553
INCIDENT DATE: _________________________________
INCIDENT TIME: _________________________________
FACILITY: _________________________________
PERSON TO CONTACT FOR ADDITIONAL INFORMATION
____________________________________________ Phone number _____________
I. SUMMARY OF EVENT:
II. AGENCIES NOTIFIED, INCLUDING TIME OF NOTIFICATION:
III. AGENCIES RESPONDING, INCLUDING CONTACT NAMES AND PHONE NUMBERS:
IV. EMERGENCY RESPONSE ACTIONS:
V. IDENTITY OF MATERIAL RELEASED AND ESTIMATED OR KNOWN QUANTITIES:
For CCHS Use Only:
Received By: __________________
Date Received: _________________
Incident Number: _______________
Copied To: ____________________
Event Classification Level: _______
February 9, 2016 Official Minutes 798
January 7, 2016 Page 12
72-HOUR REPORT, PAGE 2
INCIDENT DATE: _______________________
FACILITY: _______________________
VI. METEOROLOGICAL CONDITIONS AT TIME OF EVENT including wind speed, direction, and
temperature:
VII. DESCRIPTION OF INJURIES:
VIII. COMMUNITY IMPACT including number of off-site complaints, air sampling data during event, etc.:
IX. INCIDENT INVESTIGATION RESULTS
Is the investigation of the incident complete at this time? ________Yes _________No
If the answer is no, submit a 30 day final or interim report.
If the answer is yes, complete the following:
X. SUMMARIZE INVESTIGATION RESULTS BELOW OR ATTACH COPY OF REPORT:
XI. SUMMARIZE PREVENTATIVE MEASURES TO BE TAKEN TO PREVENT RECURRENCE
INCLUDING MILESTONE AND COMPLETION DATES FOR IMPLEMENTATION:
February 9, 2016 Official Minutes 799
January 7, 2016 Page 13
ATTACHMENT B-1
72-Hour Report Guidelines
The following list suggests items that may be included in the 72-Hour Report to CCHS following an
accidental release of a hazardous material. Not all of the items below may be applicable or available at
the time of submission.
I. Summary of the Event
Background Information/ Events Preceding the Incident
Incident Summary, including timing of key events
Shift Logs, real-time computer/instrument logs, fenceline monitor data, etc.
II. Emergency Notifications (include names, phone numbers and times)
CCHS
Time/ Level of CWS Activation
Other Agencies
Copy of State OES Emergency Release Follow-Up Notice Reporting Form
III. Agencies Responding
Agency
Person or people responding
Contact person with telephone number
IV. Emergency Response Actions
Mutual Aid Activated?
Fire Department Response?
V. Material Involved
Estimated Quantities
CalARP Regulated Substances?
Material Safety Data Sheets
VI. Meteorological Data (wind speed, direction, temperature, rain/sun, etc.)
VII. Injuries (including number, type and severity)
VIII. Community Impact
Community Complaints
Off-Site Consequence Impact Analysis (i.e., injury, property damage, etc.)
Sampling Data, including fenceline monitors, if applicable
Community Monitoring Results
IX. Incident Investigation
Procedure Summary
Will Root Cause Analysis Be Performed?
Investigation Team/ Contact Person(s)
Findings/Conclusions
- Root Causes
- “Safety System” Flaws
Corrective Action/ Preventative Measures
Description
Implementation Dates
February 9, 2016 Official Minutes 800
January 7, 2016 Page 14
ATTACHMENT C
30-DAY FOLLOW-UP NOTIFICATION REPORT FORM
CONTRA COSTA HEALTH SERVICES
INSTRUCTIONS: A hardcopy and an electronic copy of this report is to
be submitted for all Level 2 and 3 incidents or when requested by CCHS.
See Attachment C-1 for suggestions regarding the type of information to be
included in the report. Attach additional sheets as necessary. This form is
to be used for update reports after the initial 30-day report has been
submitted. Forward the completed form to:
ATTENTION: Randall L. Sawyer
Chief Environmental Health and Hazardous Materials Officer
Contra Costa Hazardous Materials Programs
4585 Pacheco Boulevard, Suite 100
Martinez, CA 94553
INCIDENT DATE: _________________________________
INCIDENT TIME: _________________________________
FACILITY: _________________________________
PERSON TO CONTACT FOR ADDITIONAL INFORMATION
____________________________________________ Phone number _____________
PROVIDE ANY ADDITIONAL INFORMATION THAT WAS NOT INCLUDED IN THE 72-
HOUR REPORT WHEN THE 72-HOUR REPORT WAS SUBMITTED, INCLUDING
MATERIAL RELEASED AND ESTIMATED OR KNOWN QUANTITIES, COMMUNITY IMPACT,
INJURIES, ETC.:
I. INCIDENT INVESTIGATION RESULTS
Is the investigation of the incident complete at this time? ________Yes _________No
If the answer is no, when do you expect completion of the Investigation?
_______________________
If the answer is yes, complete the following:
SUMMARIZE INVESTIGATION RESULTS BELOW OR ATTACH COPY OF
REPORT:
SUMMARIZE PREVENTATIVE MEASURES TO BE TAKEN TO PREVENT
RECURRENCE INCLUDING MILESTONE AND COMPLETION DATES FOR
IMPLEMENTATION:
For CCHS Use Only:
Received By: __________________
Date Received: _________________
Incident Number: _______________
Copied To: ____________________
Event Classification Level: _______
February 9, 2016 Official Minutes 801
January 7, 2016 Page 15
30-DAY REPORT, PAGE 2
INCIDENT DATE: _______________________
FACILITY: _______________________
STATE AND DESCRIBE THE ROOT-CAUSE(S) OF THE INCIDENT:
February 9, 2016 Official Minutes 802
January 7, 2016 Page 16
ATTACHMENT C-1
30-Day Report Guidelines
The following outline suggests items in addition to those listed on the 72-Hour report guidelines
(Attachments B and B-1) that may be included in the 30-Day Final Report to CCHS following the
accidental release of a hazardous material.
(Some of the items listed below may not be applicable or available at the time of submission.)
I. ADDITIONAL INFORMATION
Detailed Event Timeline
Correspondence (if determined to be relevant)
Relevant History of Incidents with Similar Equipment or Procedures
II. INCIDENT INVESTIGATION
Findings/Conclusions, including causal factors, contributing factors, and root
causes or their equivalent
Preliminary Corrective Action/ Preventative Measures
Immediate
Long-Term
Implementation Dates
February 9, 2016 Official Minutes 803
January 7, 2016 Page 17
HAZARDOUS MATERIALS INCIDENT NOTIFICATION POLICY
GLOSSARY AND ACRONYMS
CalARP – California Accidental Release Prevention Program
CAER - Community Awareness and Emergency Response
CCHS – Contra Costa Health Services
CLERS - California Law Enforcement Radio System
CWS - Community Warning System
EAS - Emergency Alerting System
EDIS - Emergency Digital Information System
Environmental damage: detrimental impact on surroundings beyond facility
operations.
Incidental Release: A release of a hazardous substance which does not pose a
significant safety or health hazard to employees in the immediate vicinity or to the
employee cleaning it up, nor does it have the potential to become an emergency within a
short time frame.
NOAA - National Oceanic and Atmospheric Administration
Responsible Business: The business that has the custody of the hazardous material
when there is an accidental release or the business where the accidental release occurs.
Examples are 1) transportation companies when they are off-site from a business is then
the responsible business when there is a release from their transport vehicle, 2) if there is
a release from a transport vehicle at a fixed facility, then the fixed facility is the
responsible business.
Root cause investigation: a method for investigating and categorizing the root causes of
hazardous materials incidents with safety, health, AND environmental impacts. Root
causes are the most basic causes that can reasonably be identified, that management has
control to fix, and for which effective recommendations for preventing recurrence can be
generated.
Safety supervisor: facility employee(s) responsible for coordinating and/or
implementing emergency response activities. Note: This position may be incident
specific.
Telephone Emergency Notification System (TENS): The automated telephone calling
system that notifies the community downwind during an incident.
February 9, 2016 Official Minutes 804
January 7, 2016 Page 18
February 9, 2016 Official Minutes 805
January 22, 2016 Page 1
Contra Costa Health Services
HAZARDOUS MATERIALS INCIDENT NOTIFICATION POLICY
I. PURPOSE:
The purpose of this Policy is to promote prompt and accurate reporting to Contra Costa
Health Services (“CCHS”) of releases or threatened releases of hazardous materials that may
result in injury or damage to the community and/or the environment.
The primary reason for prompt and accurate notification to CCHS is to enable CCHS to
take measures to mitigate the impacts of a hazardous materials release, such as:
1. Dispatching emergency response teams quickly and with the appropriate equipment
and personnel
2. Assessing the extent of the release or the potential extent of the release and whether
neighboring communities are at risk of exposure
3. Determining whether the Community Warning System should be activated (if not
already activated)1
4. Responding to inquiries from the public and the media
II. BACKGROUND:
A. Origin of Policy
The Contra Costa County Board of Supervisors approved the original Hazardous
Materials Incident Notification Policy on November 5, 1991. The policy was established in
response to incidents, both in Contra Costa County and elsewhere, which demonstrated that
preliminary assessments of hazardous materials releases often underestimate the extent and
potential danger of such releases.
B. Policy Supplements Regulations
CCHS administers Article 1 of Chapter 6.95 of the California Health and Safety Code,
often referred to as the “AB 2185" or “Business Plan” program, which requires immediate
notification in the event of a hazardous materials release.2 The fines that can be assessed for not
1 Facilities capable of initiating the Community Warning System shall follow the Community
Warning System Operating Protocols established for it in addition to this policy.
2 Health and Safety Code Division 20, Chapter 6.95, Section 25510(a) Except as provided in subdivision (b), the
handler or an employee, authorized representative, agent, or designee of a handler, shall, upon discovery,
immediately report any release or threatened release of a hazardous material to the unified program agency, and to
the office, in accordance with the regulations adopted pursuant to this section. The handler or an employee,
authorized representative, agent, or designee of the handler shall provide all state, city, or county fire or public
health or safety personnel and emergency response personnel with access to the handler‟s facilities.
February 9, 2016 Official Minutes 806
January 22, 2016 Page 2
reporting can be up to $25,000 per day and up to one year in jail for the first conviction.3
Notification to CCHS does not absolve the facility of requisite notifications to other regulatory
agencies.
CCHS also administers Article 2 of Chapter 6.95 of the California Health and Safety
Code, referred to as the California Accidental Release Prevention (CalARP) Program. This
policy assists facilities to meet their obligations under these and other laws.
C. Community Warning System
The CalARP Program requires facilities to determine the potential off-site consequences
from accidental releases of a CalARP Program regulated substance. This information has been
used in developing emergency response plans for such potential releases and was used to help
design the Community Warning System (CWS).
The CWS is a computer-integrated alerting and notification system that incorporates
safety sirens, emergency responder pagers, Emergency Digital Information System (EDIS), the
Emergency Alerting System (EAS), and a telephone emergency notification system (TENS).
EDIS, and EAS are different ways of getting messages to emergency responders, including law
enforcement, the media, and the National Weather Service (which transmits information to
NOAA Weather Radios). The TENS calls households and businesses and transmits short
messages about the incident and recommended protective actions. In addition to these tools, the
CWS delivers text messages, make phone calls, send e-mail alerts to individuals that register
their phones. The CWS alert messages are broadcasted over Facebook and Twitter. Information
about an incident can be found during an incident at cococws.us, including the area that is being
requested to shelter-in-place.
The CWS was developed through the efforts of the Contra Costa County Community
Awareness and Emergency Response (“CAER”) Group working cooperatively with CCHS,
representatives from local industry, the community, and other regulatory agencies to provide
local residents with timely notification of emergencies, including hazardous materials releases.
The success of the CWS is dependent upon industry‟s prompt notification to CCHS.
CCHS would like the public to be assured that the CWS will be activated in a timely manner to
implement preventive measures, such as sheltering-in-place. The CWS may also be activated to
3 §25515.3 Any person or business that violates Section 25510 shall, upon conviction, be
punished by a fine of not more than twenty-five thousand dollars ($25,000) for each day of
violation, or by imprisonment in the county jail for not more than one year, or by both the fine
and imprisonment. If the conviction is for a violation committed after a first conviction under
this section, the person shall be punished by a fine of not less than two thousand dollars ($2,000)
or more than fifty thousand dollars ($50,000) per day of violation, or by imprisonment in the
state prison for 16, 20, or 24 months or in the county jail for not more than one year, or by both
the fine and imprisonment. Furthermore, if the violation results in, or significantly contributes
to, an emergency, including a fire, to which the county or city is required to respond, the person
shall also be assessed the full cost of the county or city emergency response, as well as the cost
of cleaning up and disposing of the hazardous materials.
February 9, 2016 Official Minutes 807
January 22, 2016 Page 3
allay community concerns when a visible incident occurs, such as an explosion that does not
pose a health hazard. (In order to expedite notification, some facilities have CWS terminals on-
site and may activate the CWS directly using pre-defined protocols and procedures.)
D. Benefits of Prompt Notification and Cooperation
CCHS is aware that information provided during the initial notification may be
preliminary and that facilities may not be able to provide completely accurate information.
CCHS also does not intend for the need to provide notification to CCHS to impede other
emergency response activities related to the release. However, CCHS‟s ability to make quick
and informed decisions to mitigate the impacts of a release is dependent upon receiving prompt
notification and accurate information about the release.
Since its adoption in 1991, this policy has improved cooperation and communication
between industry, CCHS, and the public during hazardous materials emergency events. CCHS
remains committed to ongoing improvement of this policy as industry, CCHS, and the public
gain additional experience.
III. POLICY:
A. When Immediate Notification Required. Responsible businesses4 are required
to provide immediate notification to CCHS of a release or threatened release in the following
situations.
1. General. Immediate notification is required upon discovery of any release or
threatened release of a hazardous material that may have or did have the potential for
an adverse health effect from exposure to the chemicals release. This can be on-site,
or during transport, handling, storage, or loading of such material, via vehicle, rail,
pipeline, marine vessel, or aircraft..
2. Specific Situations. Immediate notification is required in the following situations:
a. The release or threatened release of a hazardous material that results in a
substantial probability of harm to nearby workers or the general public. This
includes all hazardous materials incidents in which medical attention beyond first
aid is sought. (Do not delay reporting if the level of treatment is uncertain.)
b. The release or threatened release of hazardous materials that may affect the
surrounding population including odor, eye or respiratory irritation.
4The term “responsible business” or “business” includes facilities and other entities that
have custody of the hazardous material at the time that it is accidentally released, or the facility
where the release occurs. For example, a transportation company is the responsible business if
the material is released in transit. If there is a release from a transport vehicle when the vehicle
is at a fixed facility, the fixed facility is primarily responsible for notifying CCHS under this
policy.
February 9, 2016 Official Minutes 808
January 22, 2016 Page 4
c. The event may cause general public concern, such as in cases of fire, explosion,
smoke, or excessive flaring. This does not include a non-process fire, such as a
grass fire, as long as the non-process fire will not impact a process.
d. The release or threatened release may contaminate surface water, groundwater or
soil, either on-site (unless the spill is entirely contained and the clean-up is
initiated immediately and completed expeditiously) or off-site.
e. The release or threatened release may cause off-site environmental damage.
f. The facility‟s Safety Supervisor or equivalent personnel is placed on alert due to a
release or threatened release in the likelihood of an emergency situation,
including, but not limited to, emergency shutdowns or major unit start-ups.
B. Who to Notify. Immediately notify the CCHS Incident Response Team (on-call
24 hours a day) by any of the following methods
1. Through a CWS communication terminal (this is the preferred method if your facility
has a CWS terminal)
2. Directly via emergency response pagers (To receive the pager number, please contact
the CCHS Incident Response Team in advance at (925) 335-3200 during normal
business hours.)
3. Any time by phone at (925) 335-3232
C. Required Information. Provide the information required by the Facility Incident
Checklist (Attachment A). Do not delay the notification due to inability to provide any of the
information called for in the Facility Incident Checklist.
D. Notification under this policy does not relieve the responsible business from
having to comply with any legal requirement to notify other local, state or federal agencies.
E. When Notification Not Required. This policy does not require reporting of a
release of a hazardous material that clearly does not meet any of the criteria described in
Subsection A, above. Examples of such situations are:
1. Ambulance calls not associated with hazardous materials incidents (e.g., falling off of
a ladder).
2. Incidental release.
3. Small spills where the spill is contained, and where it is clear that none of the
situations described in Subsection A apply. Spill containment means:
a. The spilled material is caught in a fixed berm or dike or other impermeable
surface, or is contained by using effective spill control measures (NOTE:
Petroleum refineries (only) the petroleum spill is less than 150 gallons.);
b. All of the spilled material is prevented from contaminating surface or
February 9, 2016 Official Minutes 809
January 22, 2016 Page 5
groundwater; and
c. The spill does not pose a substantial probability of adverse health effects to the
general public
4. Non-process fires or incidents, such as a grass fire, where a process is not expected to
be impacted.
F. Follow-up Reporting of a Hazardous Materials Release.
1. For all Level 2 and Level 3 incidents (as defined in Attachment A-1), or upon request
of CCHS, a written follow-up report of the incident shall be submitted within 72-
hours. (If the due date falls on a weekend or holiday, the Director of Hazardous
Materials Programs may allow the report to be submitted on the next business day.)
The report shall confirm, modify and/or update the information provided in the initial
notification (Facility Incident Checklist). The report shall be submitted on the 72-
Hour Follow-Up Report Form (Attachment B). A hard copy and electronic copy of
the report should be submitted.
2. A written final report of the incident shall be made to CCHS as soon as practicable,
but no later than 30 calendar days from the date of the release, for all Level 2 and
Level 3 incidents and for any incident for which CCHS requests such a report. If the
investigation has not been completed within 30 calendar days, an interim report shall
be submitted and a final report submitted when the investigation is completed. The
facility shall give written monthly status reports of the incident investigation, which is
submitted the last business day of the month following the 30-day report, until the
incident investigation is complete and the final report has been issued to CCHS.
Refer to Attachment C for the 30-Day Final Incident Report format. A hard and an
electronic copy of the 30-day and subsequent reports should be submitted.
3. All “Major Chemical Accidents or Releases” (defined at County Ordinance Code
section 450-8.014(h)) should be investigated using root cause investigation
methodology. CCHS will either participate in or closely monitor the investigation.
(County Ordinance Code, §450.8.016(c)(1).)
4. If the release requires a written emergency release follow-up report to be submitted to
the Chemical Emergency Planning and Response Commission pursuant to section
2705(b) of Title 19 of the California Code of Regulations, a copy of such report shall
be sent to CCHS within 15 calendar days.
5. A facility may elect to include with the 30-Day Incident Report Form (Attachment C)
a brief narrative of how this incident relates to any of the prevention programs
required by CalARP Program regulations and described in the CCHS CalARP
Program guidance document.
6. Reports should be sent to the following address:
Contra Costa Hazardous Materials Programs
ATTENTION: Randall L. Sawyer
February 9, 2016 Official Minutes 810
January 22, 2016 Page 6
Chief Environmental Health and Hazardous Materials Officer
4585 Pacheco Boulevard, Suite 100
Martinez, CA 94553
IV. REFERENCES: California Health and Safety Code Chapter 6.95 (§25500 et seq.); Title 19
Cal. Code Regs §2703 et seq.; County Ordinance Code Chapter 450.8. (Californian Public
Utilities Commission Decision 91-08-019/R.88-07-039 requires similar notification for rail
accidents.)
Bd approved 11/5/91
Revised Bd Approved 1/93
Revised Bd Approved 6/19/01
Revised Bd Approval 12/14/04
Revised Bd Approved
February 9, 2016 Official Minutes 811
January 22, 2016 Page 7
Figure 1. CCHS Hazardous Materials Incident Notification Policy Flowchart
DISCOVERY OF
HAZARDOUS
MATERIALS
RELEASE
IMMEDIATE
NOTIFICATION TO
CCHS by TELEPHONE, PAGER,
AND/OR CWS
NO FURTHER
ACTION
REQUIRED
PROVIDE INFORMATION
IN ATTACHMENT „A‟
WRITTEN FOLLOWUP
REPORT TO CCHS
WITHIN 72-HOURS
SUBMIT
INTERIM
REPORT(S)
SUBMIT FINAL REPORT
(ATTACHMENT „C‟)
(cont.)
N
Y
Y
N
Y
N
Y
DOES Event
MEET
NOTIFICATION
REQMNTS?
IS RELEASE
EITHER LEVEL 0
OR 1LEVEL 1?
CCHS REQUEST
FOLLOWUP
REPORT?
INVESTIGATION
BEEN
COMPLETED
WITHIN 30 DAYS?
N
FOR INITIAL
RESPONSE ONLY
APPLICABLE
TO 72-HOUR
REPORT
APPLICABLE
TO 30-DAY
REPORT
February 9, 2016 Official Minutes 812
January 22, 2016 Page 8
1 as per Section 2705(b) of Title 19 CCR.
2 Contra Costa County Ordinance Code Chapter 450-8.016(c)(1) (where applicable)
SUBMIT APPROPRIATE
REPORT TO CCHS
WITHIN 15 DAYS
NO FURTHER
ACTION REQUIRED
INVESTIGATE INCIDENT
USING ROOT CAUSE
METHOD,
IN CONJUNCTION WITH
CCHS2
N
N
Y
Y
(Figure 1, cont.)
IS FOLLOWUP
REPORT TO
STATE OES
REQUIRED?1
IS
INCIDENT MAJOR
CHEMICAL
ACCIDENT OR
RELEASE?
February 9, 2016 Official Minutes 813
January 22, 2016 Page 9
ATTACHMENT A
FACILITY INCIDENT CHECKLIST (Questions asked by the HazMat Response Team)
Date: Time: Initial:
A. Call/Page CCC Hazardous Materials Programs Division [Phone: (925) 335-3232,
Pager:_______________]
INFORMATION NEEDED IMMEDIATELY (IF KNOWN)
B. State your name and identify your facility and its address.
C. State your phone number or a number with immediate access to an individual who can answer further
questions from CCHS. (No voice mail phone numbers.)
D. State the Community Warning System (CWS) Plant Reporting Classification Level (0, 1, 2 or 3): (See
Attachment A-1).
E. Has the material gone off-site? Yes/ No/ Unknown. _______If yes, what area is being impacted? What is
the direction of flow? _________ Is there any impact to storm drains or surface waters?
F. Have TENS Zones been activated? Yes/No? If yes, which TENS Zones have been activated? If no, which
TENS Zones should be activated, if any?
G. State, if known, the chemical or material released and describe the physical state (solid, liquid, gas
and/or vapor). Has this been verified? Yes/No/ Unknown _____________________________
H. Have you received any public complaints? Yes/ No/ Unknown. ________________________
I. State wind direction out of (from) the __________ to the __________and degrees if known.
[e.g., “Wind is blowing from the Northwest (300°) to the Southeast (120°)].
J. State wind speed. __________ (If wind speed is unknown, inform CCHS whether the wind is blowing
significantly or not.)
INFORMATION NEEDED AS SOON AS PRACTICABLE
K. Are there any injuries on-site or off-site? Yes/No/Unknown__________
L. State the on-site contact person and gate number or address to which the CCHS Incident Response (IR)
Team should respond.____________________________________________
M. Are any sensitive receptors or subdivisions nearby? (e.g., School/ Day Care facilities/Hospitals/ Nursing
Homes)____________________________________________________
N. Has the facility‟s “Emergency Operations Center” or emergency response staff been activated? Yes/ No/
Unknown __________________________________________________________
O. State estimated quantity of chemical released (over-estimate rather than under-estimate release) _________
P. Have other agencies been notified? Yes/ No. ______________ If yes, state list.
Q. Is there potential for involvement of other hazardous materials due to the proximity to the incident?
February 9, 2016 Official Minutes 814
January 22, 2016 Page 10
ATTACHMENT A-1
On-Site Only On/Off Site On/Off Site On/Off Site
Level 0 Level 1 Level 2 Level 3
Scope
Hazardous Materials releases,
or potential releases, that are
limited to
- On-Site, and
- no Off-Site consequences.
Hazardous Materials releases,
or potential releases, that are
limited to
- On-Site, and
- Possible Off-Site
consequences.
Hazardous Materials releases,
or potential releases, that
- has been or expected to go
Off-Site, and
- may have adverse health
consequences for those with
sensitivities.
Hazardous Materials releases,
or potential releases, that
- has been or expected to go
Off-Site, and
- may have adverse health
consequences for the general
public.
Guidelines
- A release expected to pose
an immediate threat to the
health and safety of people in
the affected area onsite
(release is more than an
instantaneous release or a
puff)
- A potential release due to
process unit startups and shut
downs,
- Three or more unconfirmed
offsite odor complaints within
an hour.
- Spill or release that may
meet an RQ requirement that
does not meet requirements
of L2 or L3,
- Fire/smoke/plume visible
from offsite (does not include
fire training exercises)
- A fire beyond the incipient
stage
- Three or more offsite odor
complaints within an hour,
odors confirmed as originating
onsite,
- Flaring that could raise
concerns from the community.
- Fire/explosion/pressure
wave/smoke/plume that may
cause off-site adverse health
consequences for those with
sensitivities
- Fire/explosion/smoke/plume
that may cause off-site
adverse health consequences
for the general public,
* Hazardous material or fire
incident where the Incident
Commander or Unified
Command through
consultation with Contra Costa
Health Services HAZMAT
Incident Response Team
requires the sirens to be
sounded
NOTE: When in doubt of Level of Activation, always default to the higher level of activation.
February 9, 2016 Official Minutes 815
January 22, 2016 Page 11
ATTACHMENT B
72 HOUR FOLLOW-UP NOTIFICATION REPORT FORM
CONTRA COSTA HEALTH SERVICES
INSTRUCTIONS:A hardcopy and an electronic copy of this report is to be
submitted for all Level 2 and 3 incidents or when requested by CCHS. See
Attachment B-1 for suggestions regarding the type of information to be
included in the report. Attach additional sheets as necessary. Forward the
completed form to:
ATTENTION: Randall L. Sawyer
Chief Environmental Health and Hazardous Materials Officer
Contra Costa Hazardous Materials Programs
4585 Pacheco Boulevard, Suite 100
Martinez, CA 94553
INCIDENT DATE: _________________________________
INCIDENT TIME: _________________________________
FACILITY: _________________________________
PERSON TO CONTACT FOR ADDITIONAL INFORMATION
____________________________________________ Phone number _____________
I. SUMMARY OF EVENT:
II. AGENCIES NOTIFIED, INCLUDING TIME OF NOTIFICATION:
III. AGENCIES RESPONDING, INCLUDING CONTACT NAMES AND PHONE NUMBERS:
IV. EMERGENCY RESPONSE ACTIONS:
V. IDENTITY OF MATERIAL RELEASED AND ESTIMATED OR KNOWN QUANTITIES:
For CCHS Use Only:
Received By: __________________
Date Received: _________________
Incident Number: _______________
Copied To: ____________________
Event Classification Level: _______
February 9, 2016 Official Minutes 816
January 22, 2016 Page 12
72-HOUR REPORT, PAGE 2
INCIDENT DATE: _______________________
FACILITY: _______________________
VI. METEOROLOGICAL CONDITIONS AT TIME OF EVENT including wind speed, direction, and
temperature:
VII. DESCRIPTION OF INJURIES:
VIII. COMMUNITY IMPACT including number of off-site complaints, air sampling data during event, etc.:
IX. INCIDENT INVESTIGATION RESULTS
Is the investigation of the incident complete at this time? ________Yes _________No
If the answer is no, submit a 30 day final or interim report.
If the answer is yes, complete the following:
X. SUMMARIZE INVESTIGATION RESULTS BELOW OR ATTACH COPY OF REPORT:
XI. SUMMARIZE PREVENTATIVE MEASURES TO BE TAKEN TO PREVENT RECURRENCE
INCLUDING MILESTONE AND COMPLETION DATES FOR IMPLEMENTATION:
February 9, 2016 Official Minutes 817
January 22, 2016 Page 13
ATTACHMENT B-1
72-Hour Report Guidelines
The following list suggests items that may be included in the 72-Hour Report to CCHS following an
accidental release of a hazardous material. Not all of the items below may be applicable or available at
the time of submission.
I. Summary of the Event
Background Information/ Events Preceding the Incident
Incident Summary, including timing of key events
Shift Logs, real-time computer/instrument logs, fenceline monitor data, etc.
II. Emergency Notifications (include names, phone numbers and times)
CCHS
Time/ Level of CWS Activation
Other Agencies
Copy of State OES Emergency Release Follow-Up Notice Reporting Form
III. Agencies Responding
Agency
Person or people responding
Contact person with telephone number
IV. Emergency Response Actions
Mutual Aid Activated?
Fire Department Response?
V. Material Involved
Estimated Quantities
CalARP Regulated Substances?
Material Safety Data Sheets
VI. Meteorological Data (wind speed, direction, temperature, rain/sun, etc.)
VII. Injuries (including number, type and severity)
VIII. Community Impact
Community Complaints
Off-Site Consequence Impact Analysis (i.e., injury, property damage, etc.)
Sampling Data, including fenceline monitors, if applicable
Community Monitoring Results
IX. Incident Investigation
Procedure Summary
Will Root Cause Analysis Be Performed?
Investigation Team/ Contact Person(s)
Findings/Conclusions
- Root Causes
- “Safety System” Flaws
Corrective Action/ Preventative Measures
Description
Implementation Dates
February 9, 2016 Official Minutes 818
January 22, 2016 Page 14
ATTACHMENT C
30-DAY FOLLOW-UP NOTIFICATION REPORT FORM
CONTRA COSTA HEALTH SERVICES
INSTRUCTIONS: A hardcopy and an electronic copy of this report is to
be submitted for all Level 2 and 3 incidents or when requested by CCHS.
See Attachment C-1 for suggestions regarding the type of information to be
included in the report. Attach additional sheets as necessary. This form is
to be used for update reports after the initial 30-day report has been
submitted. Forward the completed form to:
ATTENTION: Randall L. Sawyer
Chief Environmental Health and Hazardous Materials Officer
Contra Costa Hazardous Materials Programs
4585 Pacheco Boulevard, Suite 100
Martinez, CA 94553
INCIDENT DATE: _________________________________
INCIDENT TIME: _________________________________
FACILITY: _________________________________
PERSON TO CONTACT FOR ADDITIONAL INFORMATION
____________________________________________ Phone number _____________
PROVIDE ANY ADDITIONAL INFORMATION THAT WAS NOT INCLUDED IN THE 72-
HOUR REPORT WHEN THE 72-HOUR REPORT WAS SUBMITTED, INCLUDING
MATERIAL RELEASED AND ESTIMATED OR KNOWN QUANTITIES, COMMUNITY IMPACT,
INJURIES, ETC.:
I. INCIDENT INVESTIGATION RESULTS
Is the investigation of the incident complete at this time? ________Yes _________No
If the answer is no, when do you expect completion of the Investigation?
_______________________
If the answer is yes, complete the following:
SUMMARIZE INVESTIGATION RESULTS BELOW OR ATTACH COPY OF
REPORT:
SUMMARIZE PREVENTATIVE MEASURES TO BE TAKEN TO PREVENT
RECURRENCE INCLUDING MILESTONE AND COMPLETION DATES FOR
IMPLEMENTATION:
For CCHS Use Only:
Received By: __________________
Date Received: _________________
Incident Number: _______________
Copied To: ____________________
Event Classification Level: _______
February 9, 2016 Official Minutes 819
January 22, 2016 Page 15
30-DAY REPORT, PAGE 2
INCIDENT DATE: _______________________
FACILITY: _______________________
STATE AND DESCRIBE THE ROOT-CAUSE(S) OF THE INCIDENT:
February 9, 2016 Official Minutes 820
January 22, 2016 Page 16
ATTACHMENT C-1
30-Day Report Guidelines
The following outline suggests items in addition to those listed on the 72-Hour report guidelines
(Attachments B and B-1) that may be included in the 30-Day Final Report to CCHS following the
accidental release of a hazardous material.
(Some of the items listed below may not be applicable or available at the time of submission.)
I. ADDITIONAL INFORMATION
Detailed Event Timeline
Correspondence (if determined to be relevant)
Relevant History of Incidents with Similar Equipment or Procedures
II. INCIDENT INVESTIGATION
Findings/Conclusions, including causal factors, contributing factors, and root
causes or their equivalent
Preliminary Corrective Action/ Preventative Measures
Immediate
Long-Term
Implementation Dates
February 9, 2016 Official Minutes 821
January 22, 2016 Page 17
HAZARDOUS MATERIALS INCIDENT NOTIFICATION POLICY
GLOSSARY AND ACRONYMS
CalARP – California Accidental Release Prevention Program
CAER - Community Awareness and Emergency Response
CCHS – Contra Costa Health Services
CLERS - California Law Enforcement Radio System
CWS - Community Warning System
EAS - Emergency Alerting System
EDIS - Emergency Digital Information System
Environmental damage: detrimental impact on surroundings beyond facility
operations.
Incidental Release: A release of a hazardous substance which does not pose a
significant safety or health hazard to employees in the immediate vicinity or to the
employee cleaning it up, nor does it have the potential to become an emergency within a
short time frame.
NOAA - National Oceanic and Atmospheric Administration
Responsible Business: The business that has the custody of the hazardous material
when there is an accidental release or the business where the accidental release occurs.
Examples are 1) transportation companies when they are off-site from a business is then
the responsible business when there is a release from their transport vehicle, 2) if there is
a release from a transport vehicle at a fixed facility, then the fixed facility is the
responsible business.
Root cause investigation: a method for investigating and categorizing the root causes of
hazardous materials incidents with safety, health, AND environmental impacts. Root
causes are the most basic causes that can reasonably be identified, that management has
control to fix, and for which effective recommendations for preventing recurrence can be
generated.
Safety supervisor: facility employee(s) responsible for coordinating and/or
implementing emergency response activities. Note: This position may be incident
specific.
Telephone Emergency Notification System (TENS): The automated telephone calling
system that notifies the community downwind during an incident.
February 9, 2016 Official Minutes 822
January 22, 2016 Page 18
February 9, 2016 Official Minutes 823
ATTACHMENT A-1
HAZARDOUS MATERIAL REPORTING CLASSIFICATION
LEVELS
LEVEL 0: Easily contained and controlled by plant personnel is informational only, on-
site only, no offsite consequences, not detectable offsite and is categorized by any of the
following:
1. Safety Supervisor, or equivalent, is placed on alert due to a release or threatened release resulting from
an emergency situation, including, but not limited to, emergency shutdowns or major unit start-ups.
2. Uncontained liquid spill. (For petroleum material, the spill is more than three 55-gallon drums—165
gallons—and does not meet any of requirements for notification listed in levels 1 - 3.)
3. Three (3) or more unconfirmed odor complaints within an hour.
4. Vapor release that is not expected to pose an immediate threat to the health and safety of people in the
affected area. The release is more than instantaneous or a “puff.”
LEVEL 1: On-site, possible offsite, no health impact expected and categorized by any of
the following:
1. Confirmed (3 or more odor complaints within one hour and substantiated by plant personnel as an on-
site problem) off-site odor from facility.
2. Fire/smoke which requires a response from workers outside the immediate area, but not visible off-site.
3. Excess flaring (flaring that occurs when the conditions are not normal and because of the flame could
raise concerns from the community).
4. Spill or release incident that meets an RQ (Reportable Quantity) requirement and does not meet any of
the requirements of Level 2 or 3.
5. Fire/smoke/plume (other than steam) visible from an off-site location (does not include fire training
exercises).
LEVEL 2: Offsite impact with possible health impact and categorized by any of the
following:
1. Off-site impact where eye, skin, nose and/or respiratory irritation may be possible for individuals with
respiratory sensitivities.
2. Explosion with noise/pressure wave impact off-site.
3. Fire/smoke/plume (other than steam) leaving or expected to leave site.
LEVEL 3: Offsite impact and categorized by any of the following:
1. Off-site impact that may cause eye, skin, nose and/or respiratory irritation to the general population.
2. Fire, explosion, heat, or smoke with an off-site impact.
Example: On a process unit/storage tank where mutual aid is requested to mitigate the event and the fire
will last longer than 15 minutes.
3. Hazardous material or fire incident where the incident commander or unified command, through
consultation with the Contra Costa Health Services Hazardous Material Incident Response Team,
requests that sirens should be sounded.
February 9, 2016 Official Minutes 824
RECOMMENDATION(S):
1. APPROVE and AUTHORIZE the County Administrator, or designee, to execute a Master Agreement for Taxing
Entity Compensation with the City of Pinole for the distribution of net unrestricted proceeds to be received by the
City from the disposition of properties formerly owned by the Pinole Redevelopment Agency, and remitted to the
Auditor-Controller for distribution to certain taxing entities.
2. Acting as the Governing Board of the Contra Costa County Flood Control and Water Conservation District,
APPROVE and AUTHORIZE the Chief Engineer, or designee, to execute a Master Agreement for Taxing Entity
Compensation with the City of Pinole for the distribution of net unrestricted proceeds to be received by the City from
the disposition of properties formerly owned by the Pinole Redevelopment Agency, and remitted to the
Auditor-Controller for distribution to certain taxing entities.
3. Acting as the Governing Board of the Contra Costa County Water Agency, APPROVE and AUTHORIZE the
Executive Director, or designee, to execute a Master Agreement for Taxing Entity Compensation with the City of
Pinole for the distribution of net unrestricted proceeds to be received by the City from the disposition of properties
formerly owned by the Pinole Redevelopment Agency, and remitted to the Auditor-Controller for distribution to
certain taxing entities.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Timothy M. Ewell (925)
335-1036
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc: Hon. Robert R. Campbell, Auditor-Controller
C. 90
To:Board of Supervisors
From:David Twa, County Administrator
Date:February 9, 2016
Contra
Costa
County
Subject:Master Agreement for Taxing Entity Compensation - City of Pinole
February 9, 2016 Official Minutes 825
FISCAL IMPACT:
No fiscal impact related to this action. This Agreement contemplates potential, future sales of properties owned
by the former Pinole Redevelopment Agency, by the City of Pinole and how proceeds remitted to the
Auditor-Controller will be calculated for distribution to taxing entities according to the Redevelopment Agency
Dissolution laws.
BACKGROUND:
On November 20, 2015, the California Department of Finance approved the amended Long Range Property
Management Plan (the "Plan") submitted by the Successor Agency to the Pinole Redevelopment Agency and
approved by the Oversight Board to the Successor Agency. The Plan, inter alia, calls for the Successor Agency to
enter into compensation agreements with taxing entities, such as the County and its dependent special districts,
pursuant to Health & Safety Code section 34180(f).
The compensation agreement is necessary since the Plan contemplates a transfer of properties from the Successor
Agency to the City of Pinole for the purpose of selling the properties to developers for development according to
the redevelopment plan. Among the properties to be transferred, nine are being transferred for a governmental
purpose and eight are being transferred to the City for sale and future development by the purchaser.
The County Administrator's Office has been in discussions with the City of Pinole regarding the proposed plans
and has determined that it is in the interest of the County, including its dependent special districts, and the City to
enter into the attached Compensation Agreement to facilitate implementation of the Plan. Ultimately, the planned
development of non-governmental use properties by the City, should result in an increased assessed valuation, and
remittance of ad valorem property tax revenues, to all taxing entities within the tax rate area of each parcel.
CONSEQUENCE OF NEGATIVE ACTION:
The City of Pinole will not be in compliance with the Long Range Asset Management Plan approved by the
California Department of Finance.
CHILDREN'S IMPACT STATEMENT:
No impact.
ATTACHMENTS
California Department of Finance - Pinole Long-Range Property Management Plan Notice of
Determination
Pinole Long-Range Property Management Plan
Master Agreement for Taxing Entity Compensation
February 9, 2016 Official Minutes 826
February 9, 2016 Official Minutes 827
February 9, 2016Official Minutes828
February 9, 2016Official Minutes829
February 9, 2016Official Minutes830
CITY OF PINOLE
SUCCESSOR AGENCY
AMENDED
PROPERTY MANAGEMENT PLAN
AB 1484 CLASSIFICATION
November 4, 2015
ATTACHMENT B
February 9, 2016 Official Minutes 831
Amended
Long Range Property Management Plan
Successor Agency to the Former Redevelopment Agency
of the City of Pinole
Introduction
As part of the dissolution process of former redevelopment agencies, State Assembly
Bill 26 (ABX1 26) required successor agencies to dispose of real property assets owned
by former redevelopment agencies “expeditiously and in a manner aimed at maximizing
value.” State Assembly Bill 1484 (AB 1484) clarified how successor agencies should
dispose of these assets with direction to prepare a Long Range Property Management
Plan (LRPMP) governing the disposition and use of the former Agency owned
properties to be submitted to their Oversight Board and the State Department of
Finance within six months of receiving a Finding of Completion. The Successor Agency
to the former Redevelopment Agency of the City of Pinole (Successor Agency) received
its Finding of Completion on September 23, 2014, which requires the LRPMP to be
submitted no later than March 22, 2015.
Section 34191.5 of the Health and Safety Code, which was added by AB 1484, requires
that the LRPMP include an inventory and site history of each of the former Agency
owned properties as well as a plan for the future use or disposition of each site. AB
1484 allows for four permissible uses of the properties, including the retention of the
property for governmental use, the retention of the property for future development, the
use of the property to fulfill an enforceable obligation (either through sale of the property
or revenue received), or the sale of the property.
This amended Long Range Property Management Plan (the “Amended Plan”)
supersedes and replaces the Long Range Property Management Plan (“Original Plan”)
approved by the Oversight Board on October 1, 2014, as Resolution No. 2014-05, and
sets forth the strategy and process of the City of Pinole as Successor Agency
(“Successor Agency”) to dispose of former Pinole Redevelopment Agency real property
assets. The Amended Long Range Property Management Plan for the Successor
Agency to the former Redevelopment Agency of the City of Pinole incorporates the
following:
Include an inventory of all properties in the Property Trust Fund. The
inventory consist of all of the following information:
• The date of the acquisition of the property and the value of the property at
that time, and an estimate of the current value of the property.
• The purpose for which the property was acquired.
February 9, 2016 Official Minutes 832
• Parcel data, including address, lot size, and current zoning in the former
agency redevelopment plan or specific, community, or general plan.
• An estimate of the current value of the parcel including, if available, any
appraisal information.
• An estimate of any lease, rental, or any other revenues generated by the
property, and a description of the contractual requirements for the
disposition of those funds.
• The history of environmental contamination, including designation as a
Brownfield site, any related environmental studies, and history of any
remediation efforts.
• A description of the property's potential for transit-oriented development
and the advancement of the planning objectives of the successor agency.
• A brief history of previous development proposals and activity, including
the rental or lease of property.
• Address the use or disposition of all of the properties in the Property Trust
Fund. Permissible uses include the retention of the property for
governmental use, the retention of the property for future development,
the sale of the property, or the use of the property to fulfill an enforceable
obligation. The LRPMP shall separately identify and list properties in the
Property Trust Fund dedicated to governmental use purposes and
properties retained for purposes of fulfilling an enforceable obligation. With
respect to the use or disposition of all other properties, all of the
following shall apply:
• If the LRPMP directs the use or liquidation of the property for a project
identified in an approved redevelopment plan, the property shall transfer to
the City.
• The proceeds from the sale of properties through either future development
or sale/liquidation shall be sent to the County to be distributed to the
taxing entities. Prior to the approval of the LRPMP, if any of the properties
generate revenues through a lease, for any purpose other than to fulfill an
enforceable obligation, the revenues will be sent to the County to be
distributed to the taxing agencies.
February 9, 2016 Official Minutes 833
According to Health and Safety Code § 34180 (f), if a City wishes to retain any
properties or other assets for future redevelopment activities, it must enter into a
compensation agreement with the taxing entities.
Of the 6 properties (#10 - #15) designated as future development, compensation
agreements will be negotiated with the taxing entities.
Amendments to the Long Range Property Management Plan
Following review of the Agency’s Long Range Property Management Plan by the
Department of Finance, the Agency was informed that an Agency owned property was
not referenced on the Plan. That property is now included as part of the Amended
LRPMP (See #18). The excluded parcel is one of six parcels which comprise the 830-
850 San Pablo Ave – Pinole Shores II development site (See #16).
Summary of Property Owned by the Successor Agency
The Successor Agency owns and controls various properties within the City of Pinole.
Each site and the required information under AB 1484 will be discussed in detail in the
“Summary” matrix. Table 1 below is an overview of the classification of the Successor
Agencies properties.
Table 1
Property
AB 1484 Classification
Governmental
Purpose Use
Enforceable
Obligation
Use
Future
Development
Sale/ Liquidation
1 648 Tennant Ave. - Parking Lot X
2 2180 Prune St. - Parking Lot X
3 813 Fernandez Ave. - Parking Lot X
4 798 Fernandez Ave. - Parking Lot X
5 601 Tennent Ave. -Youth Center X
6 San Pablo Ave. - Fernandez Park X
7 San Pablo Ave. - Entrance Sign X
8 2131 Pear St. – City Hall Complex X
9 651 Pinole Shores - Animal Shelter X
10 2361 San Pablo Ave. - Former Bank X
11 Pinole Valley Rd. - Gateway Project -
Restaurant
X
12 1301 Pinole Valley Rd. & Henry Rd. –
Gateway Project- Medical
X
13 Pinole Valley Rd. - Gateway Project-
Restaurant #2 (Caltrans)
X
14 1300-1400 Pinole Valley Rd. -
Gateway Project
X
15 2301 San Pablo Ave. – Corner Lot X
February 9, 2016 Official Minutes 834
16 830-850 San Pablo Ave.
Pinole Shores II
X
17 600 Tennant Ave. - Blackies X
18 * 830-850 San Pablo Ave. -
Pinole Shores II – APN: 402-230-022
X
* While the excluded parcel (#18) is part of the 830-850 Pinole Shores Development (#16) it has been
shown separately for purposed of disclosure.
Property Inventory
Health and Safety Code Section 34191.5 requires that the Long Range Property
Management Plan include an inventory of all properties owned by the Former
Redevelopment Agency of the City of Pinole, which are held in a Property Trust Fund.
The Successor Agency to the former Redevelopment Agency of the City of Pinole has
possession of eighteen (18) properties that were referenced in the previous section and
have been included in this plan. The properties have been placed into different
categories based upon the specifics of the property and approach to its disposition.
A. Properties that will be used for government purpose. These properties
have no commercial value, including remnant pieces, landscape areas, ROW,
slope area and properties that are governmental use. The staff recommends
that these properties be transferred to the City. There are nine (9) properties
listed under this category.
1. 648 Tennant Ave (Parking Lot) employee and Fernandez Park parking lot.
This lot is used by Youth Center Staff and the public accessing the City’s
Park.
2. 2180 Prune Street (City Hall) parking lot which is primarily used by City for
employee, police, and code enforcement staff for parking of vehicles as
well as visitor parking.
3. 813 Fernandez Ave (Parking Lot) which is used as parking for direct
access to the Bay Trail for walking, jogging and promotion of wetlands
area.
4. 798 Fernandez Ave (Parking Lot) used to provide off-street parking to
commercial and institutional (bank) businesses.
5. 601 Tennant Ave. (Youth Center) which serves as the center for City run
youth programs and activities.
6. Fernandez Park Patio includes an outdoor gazebo located in Fernandez
Park.
February 9, 2016 Official Minutes 835
7. San Pablo Ave - vacant site which is the location of a City entrance sign
with City logo.
8. 2131 Pear Street – (City Hall Building) which is the location for all
development, administration and planning departments.
9. 651 Pinole Shores – a vacant parcel which is proposed to be used by the
City’s Public Works Department as a Corporation Yard.
B. Properties Transferred to the City for Future Development. The properties
are intended to be transferred to the City on a short-term basis and soon
thereafter sold to interested parties and/or developers to carry out the vision
as approved by the Redevelopment Plan, the Three Corridors Specific Plan,
and the Redevelopment Implementation Plan. There are six properties listed
under this category.
10. 2361 San Pablo Ave – Former Bank of Pinole which was purchased
from the City for the commercial and retail development.
11. Pinole Valley Road Gateway East – Vacant Pad which was purchased
for development of a regional commercial, medical or retail
development.
12. 1301 Pinole Valley Road & Henry Rd – Vacant Pad which was
purchased for development of a regional commercial, medical or retail
development.
13. Pinole Valley Road Gateway East – Vacant Pad (Caltrans) which was
purchased for development of a regional commercial, medical or retail
development or parking lot for commercial overflow.
14. 1300-1400 Pinole Valley Rd which was purchased for development of a
regional commercial, medical or retail development.
15. 2301 San Pablo Ave – vacant site which is located in the Downtown and
proposed for future development.
With respect to properties #11-14, the City has been in negotiations with Thomas
Gateway LLC and Agape Assets LLC, for the sale of the properties for development, in
the amounts of $3,700,000 for properties No. 11, 13, & 14, and $470,000 for property
12, respectively. The sale price represents the highest and best use and fair market
value as determined by an appraisal conducted by an MAI appraiser.
The City will enter into Compensation Agreements with the affected taxing agencies.
February 9, 2016 Official Minutes 836
C. Properties for Sale/Liquidation. Those properties are to be marketed
through direct contact with interested parties and through the use of brokers.
Proposals would be evaluated based upon acceptable development plans.
Appraisals of these properties will be obtained to maximize the sale value. The
proceeds from the sale will be used to fulfill enforceable obligations and/or
remitted to the County Auditor-Controller for distribution to the taxing agencies.
There are three (3) properties listed under this category.
16. 830-850 San Pablo Ave. – Pinole Shores II, this property along with an
adjacent parcel was purchased with the intent of developing both sites
but this property remains undeveloped and is proposed to be sold.
17. 600 Tennant Ave – Blackies was purchased with the intent to rehab the
restaurant. The properties remain vacant and undeveloped and will be
sold at Fair Market Value as interest is received.
18. 830-850 San Pablo Avenue – Pinole Shores II, APN: 402-230-022 - This
parcel (#18) is part of the development site known as 830-850 Pinole
Shores (#16). This parcel was previously excluded when the initial
LRPMP was submitted. The parcel has been shown separately for
purposed of disclosure.
February 9, 2016 Official Minutes 837
Successor Agency: PINOLE
County: CONTRA COSTA
AMENDED LONG RANGE PROPERTY MANAGEMENT PLAN - PROPERTY INVENTORY DATA - November 4, 2015
HSC 34191.5
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No.Property Type Address APN #Permissible Use Permissible Use
Detail
Acquisition Date Value at Time of
RDA Acquisition
Estimated
Current Value
Value Basis Date of
Estimated
Current Value
Proposed Sale
Value
Proposed Sale
Date
Purpose for which
property was acquired
Lot Size Current Zoning Estimate of
Current
Parcel Value
Estimate of
Income / Revenue
Contractual
requirements for
use of income /
revenue
History of environmental contamination,
studies, and/or remediation, and designation as
a Brownfield site
Description of property's
potential for transit
oriented development
Advancement of
planning objectives of
the successor agency
History of previous
development proposals and
activity
1 Park Parking Lot 648 Tennent Ave.401-142-013 Governmental Use Public parking for
park Oct-07 225,000$ $ 130,639 Assessors
value 8/7/2014 N/A N/A
Public parking lot for
youth center staff,
Fernandez park users,
memorial hall users and
employees of City audio-
video department.
5,000 sq. ft.RMU- Residential
Mixed Use $ 125,414 $- No current revenue
or income contract
Phase I was performed on the property on
February of 2007. The report did not find any
contamination on property.
None
Provides necessary
parking for the adjacent
youth center and park
None-this is a parking lot for
the park
2 Parking Lot 2180 Prune St.401-168-012 Governmental Use
Employee parking in
lot adjacent to City
Hall
May-95 $ 68,000 $47,030 Assessors
value 8/7/2014 N/A N/A
To serve as a parking lot
for City Hall, Police and
Fire employees as well
as parking for City,
Police vehicles. As well
as parking for St.
Josephs School.
5,000 sq. ft R2-Medium
Density Residential $ 47,030
A portion of the
annual income,
based on RDA's
property to overall
lot size, from St.
Joseph School. 25%
of annual income
goes to RDA or
$2,472.50.
Lease entered in to
on September 1,
1999 for 50 years
plus 2 - 10 yr
options. Annual CPI
included. Revenue is
used for annual
maintenance and
resurfacing/restriping
.
Phase I was performed on the property on
February of 2007. The report did not find any
contamination on property.
None
Provides necessary
parking for the adjacent
City Hall and Police and
Fire Station.
None-this is necessary parking
for City employees and City
owned vehicles.
3 Park Parking Lot 813 Fernandez Ave.401-166-027 Governmental Use Public parking for
park Jun-95 $ 129,000 $ 157,812 Assessors
value 8/7/2014 N/A N/A
Parking lot for citizens
who want direct access
to the "Bay Trail" for
walking, biking, or
jogging. Trail is approx.
2 miles.
5250 sq. ft
CMU -
Commercial Mixed
use
$ 157,812 $- No current revenue
or income contract
No documents found related to performance of a
Phase 1. A residential home resided on the site.None Provides necessary
parking for park None
4 Parking Lot 798 Fernandez Ave. 401-162-010 Governmental Use
Public parking for
commercial
businesses.
Jun-96 $ 154,000 $ 165,129 Assessors
value 8/7/2014 N/A N/A
Promote shopping of
commercial and
restaurants in close
proximity to the
downtown. City has a
Reciprocal Parking
Agreement with
businesses.
6857 sq ft.
CMU -
Commercial Mixed
use
$ 165,129
Annual income of
$700.20 for parking
lot which has ingress
and egress access to
Bank of West Bank
and Pear Street
Bistro.
The City entered into
a Reciprocal
Easement Agreement
between the Bank,
Roger Cook Trust,
and the Agency for
ingress, egress and
parking on the lot.
Income is used to pay
maintenance
expenses associated
with the property.
No documents found related to performance of a
Phase 1. Site was a parking lot when purchased.None
Encourages citizens to
patronize downtown
businesses
None-Intent is to promote
access to downtown
businesses
5 Youth Center 601 Tennent Ave.401-141-014 Governmental Use City run youth
programs Sep-02 $ 3,461,000 $ 3,836,789 Assessors
value 8/7/2014 N/A N/A
The Property was
purchased for the
purpose of constructing
a Youth Center and
Cable Access Center.
105,600 sq ft
PQI - Public /
Quasi-Public /
Institutional
$ 870,408 $- No current revenue
or income contract
No documents found related to performance of a
Phase 1. Two sites (existing building) were
purchased to construct Youth Center.
None
Provides safe
environment for youth
activities
This property has always
served as youth center for
City run youth programs, a
memorial hall, and site for
Pinole's City run audio-video
department.
6 Portion of Fernandez
Park San Pablo Ave.401-150-031 Governmental Use Park May-92 $- $ 37,330 Assessors
value 8/17/2014 N/A N/A
Property was donated by
a private party to be
utilized as a public park
1,307 sq ft.
CMU -
Commercial Mixed
use
$ 24,578 $- No current revenue
or income contract
No documents found related to performance of a
Phase 1. None None-public park None
7 Vacant Site -
Entrance Sign San Pablo Ave.401-200-017 Governmental Use Right of Way 7-Aug-01 $ 12,391 $ 14,937 Assessors
value 8/7/2014 N/A N/A
To support the
beautification efforts of
the entrance to the City.
1,220 sq ft RMU- Residential
Mixed Use $ 14,937 $- No current revenue
or income contract
No documents found related to performance of a
Phase 1. None None - public property None
8 City Hall 2131 Pear Street 401-163-004 Governmental Use Governmental
Offices
3/1/1995 &
3/1/1997
$600, 000 &
$3,571,600 $ 8,741,520 Assessors
value 8/7/2014 Not for sale City Hall
The construction of the
City Hall Offices. The
Building is owned by the
Agency.
17,369 sq ft
PQI - Public /
Quasi-Public /
Institutional
199,985$ $- No current revenue
or income contract
None, site had existing portable units used as
City Hall offices None None - Government Use City Hall constructed on
property.
9 Vacant Pad -
Development Site 651 Pinole Shores 402-220-021 Governmental Use Public Works
Storage Facility 01/5/2006 $ 794,019 $ 769,210 Assessors
value 8/7/2014 N/A N/A
The property was
acquired as part of a
property swap and
purchase. The purpose
for acquiring the site was
to use and construct a
building as a future City
Public Work
Corporation Yard.
56,628 sq ft
OIMU - Office
Industrial Mixed
use
$ 769,210 $- No current revenue
or income contract
In 2006, ACC Environmental conducted a
hazardous assessment of the property. Property
required mitigations, in July 2006 city approved
$75,760 for Asbestos Management Group to
clean site.
None None - Government Use
In 2004 and 2005, conceptual
plans were completed to
relocate the City’s Corp Yard
to the property, but plans were
put on hold due to lack of
funding.
10 Former Bank -
Commercial Site 2361 San Pablo Ave.401-162-003 Future
Development
Transfer to City for
future development -
Commercial
development within
constraints of
historic designation
May-92 $ 225,000 $ 339,644 Appraisal 6/30/2015 $440,000
Once LRPMP is
approved and
development is
proposed.
The property was
purchased for
commercial and retail
lease or development in
the downtown.
6,100 sq ft
CMU -
Commercial Mixed
use
$ 130,640 $- No current revenue
or income contract
No documents found related to performance of a
Phase 1. None
Provides downtown
commercial or retail
space.
City has reviewed and rejected
previously proposed
restaurant and tea house use.
The building has been vacant
since 2010.
HSC 34191.5 (c)(1)(E)HSC 34191.5 (c)(1)(G)HSC 34191.5 (c)(2)HSC 34191.5 (c)(1)(A)SALE OF PROPERTYHSC 34191.5 (c)(1)(C)HSC 34191.5 (c)(1)(C)
ATTACHMENT C
February 9, 2016 Official Minutes 838
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No.Property Type Address APN #Permissible Use Permissible Use
Detail
Acquisition Date Value at Time of
RDA Acquisition
Estimated
Current Value
Value Basis Date of
Estimated
Current Value
Proposed Sale
Value
Proposed Sale
Date
Purpose for which
property was acquired
Lot Size Current Zoning Estimate of
Current
Parcel Value
Estimate of
Income / Revenue
Contractual
requirements for
use of income /
revenue
History of environmental contamination,
studies, and/or remediation, and designation as
a Brownfield site
Description of property's
potential for transit
oriented development
Advancement of
planning objectives of
the successor agency
History of previous
development proposals and
activity
HSC 34191.5 (c)(1)(E)HSC 34191.5 (c)(1)(G)HSC 34191.5 (c)(2)HSC 34191.5 (c)(1)(A)SALE OF PROPERTYHSC 34191.5 (c)(1)(C)HSC 34191.5 (c)(1)(C)
11 Vacant Pad -
Development Site
Pinole Valley Rd-
Gateway Project 401-211-032 Future
Development
Transfer to City for
future development Jan-00 $ 128,797 $348,000 -
$590,000 Appraisal 11/26/2013
No. 11, 13, & 14
will be transferred to
the City and sold to a
developer.
Once LRPMP is
approved.
Purchased for
development of regional
commercial use or
medical facilities.
18,295 sq ft
OPMU - Office
Professional Mixed
Use
$ 189,721 $ - No current revenue
or income contract
Phase I on entire site was performed by Kaiser
which purchased the majority of the site. City
does not have copies of Phase 1.
None
Transfer of the property
to the City for Sale to a
developer will provide
commercial and retail
opportunities consistent
with the original
planning objectives for
the property.
In January 2011, the Agency
received an offer for the
property from Market Street
Development, LLC. The
Agency and Market Street
Development negotiated a
price for the property. The
developer was unable to
obtain financing with
agreement terminated on
August 10, 2011. City has
negotiated agreements for sale
of the property for retail
development.
12 Vacant Pad -
Development Site
1301 Pinole Valley
Rd & Henry Rd -
Gateway Project
401-211-033 Future
Development
Transfer to City for
future development Jan-96 $ 193,406 $ 470,000 Appraisal 6/27/2013
Property to be sold to
Developer once
LRPMP is approved.
Once LRPMP is
approved.
Purchased for
development of regional
commercial use or
medical facilities.
26,136 sq, ft
OPMU - Office
Professional Mixed
Use
$ 682,465 $ - No current revenue
or income contract
Phase I on entire site was performed by Kaiser
which purchased the majority of the site. City
does not have copies of Phase 1.
None
Transfer of the property
to the City for Sale to a
developer will provide
commercial and retail
opportunities consistent
with the original
planning objectives for
the property.
In January 2011, the Agency
received an offer for the
property from Market Street
Development, LLC. The
Agency and Market Street
Development negotiated a
price for the property. The
developer was unable to
obtain financing with
agreement terminated on
August 10, 2011. City has
negotiated agreements for sale
of the property for retail
development.
13
Vacant Pad -
Development
Site(Caltrans)
Pinole Valley Rd-
Gateway Project 401-211-034 Future
Development
Transfer to City for
future development Nov-09 $ 425,000 $ 375,000 Appraisal 11/26/2013
No. 11, 13, & 14
will be transferred to
the City and sold to a
developer.
Once LRPMP is
approved.
Purchased for
development of
commercial use or
medical facilities and/or
intended for commercial
overflow parking.
25,991 sq, ft
OPMU - Office
Professional Mixed
Use
$ 407,598 $ - No current revenue
or income contract
Phase 1 was performed by Thomas Properties as
part of a pending development between the
Successor Agency and Thomas Properties.
None
Transfer of the property
to the City for Sale to a
developer will provide
commercial and retail
opportunities consistent
with the original
planning objectives for
the property.
In 2009, Kaiser Medical had
option to purchase property
but chose not to exercise its
option. A developer is
interested in purchasing the
site for development.
14 Vacant Pad -
Development Site
1300-1400 Pinole
Valley Rd- Gateway
Project
401-410-017 Future
Development
Transfer to City for
future development -
Serving regional
commercial use
Between 2002-
2007, 4 parcels at
time, now 1 large
parcel
$ 3,216,763 $2,340,000 to
$3,260,000 Appraisal 11/26/2013
No. 11, 13, & 14
will be transferred to
the City and sold to a
developer.
Once LRPMP is
approved.
Purchased for
development of regional
commercial use or
medical facilities.
197,327 sq. ft
OPMU - Office
Professional Mixed
Use
$ 4,125,101 $ 1,000.00
Not applicable. The
Agency submitted the
income to the County
to be distributed to
the taxing entities.
Phase 1 was performed by Thomas Properties as
part of a pending development between the
Successor Agency and Thomas Properties.
None
Transfer of the property
to the City for Sale to a
developer will provide
commercial and retail
opportunities consistent
with the original
planning objectives for
the property.
In 2008, former negotiations
with Alta Bates Summit
Medical Center for medical
use were unsuccessful.
Exclusive Negotiating
Agreement terminated in
2009. Agency is currently
working with Developer for
sale and development of the
site.
15
Vacant Site -
Development Site
(Corner Lot)
2301 San Pablo Ave. 401-162-001 Future
Development
Transfer to City for
future development -
Commercial and
retail development
Nov-03 $ 300,000 $ 225,746 Appraisal 6/26/2015 $290,000 2015
Originally Housing fund
purchased for housing
development but then
RDA purchased property
from housing fund for
retail development
7,860 sq ft
CMU -
Commercial Mixed
use
$ 225,746 $ - No current revenue
or income contract
A Shell Gas Station at the site closed in the fall of
2000. In 2001, Shell initiated on-site demolition,
tank removal, and soil and groundwater
remediation of the contaminated soil. Shell
ultimately received clearance and closure from
the Regional Water Quality Control Board in
2007.
None
To provide commercial
and/or retail space in our
downtown consistent
with the City's
Downtown Plan.
In 2005, BH Development
proposed development of the
site. In 2007, the economic
conditions led to the developer
withdrawing from the project.
16 Vacant Pad -
Development Site
830-850 San Pablo
Ave. - Pinole Shores
II
402-230-020
402-230-018
402-230-017
402-230-016
402-230-015
Future
Development Sale Property Dec-02 $ 3,425,246 $ 3,145,923 Assessors
value 8/7/2014
Will need to be
determined at the
time of the sale
2015
Purchased for
development of regional
commercial use.
321,780 sq ft
OIMU - Office
Industrial Mixed
use
$ 3,145,923 $ - No current revenue
or income contract
In 2002, the Agency purchased a house and a
former auto wrecking yard and completed
extensive environmental remediation to prepare
the site for future development.
None
Transfer of the property
to the City for Sale to a
developer will provide
commercial and retail
opportunities consistent
with the original
planning objectives for
the property.
A 2005 DDA with developer
terminated in 2009 due to
economic conditions at the
time.
17 Vacant site/building -
Development Site 600 Tennant Ave. 401-142-010 Future
Development Sale Property 3/01/2005 $ 681,533 $ 313,536 Assessors
value 8/7/2014
Unknown. Appraisal
will need to be
obtained
2015 Site purchased for mixed
use development.5,000 sq ft RMU- Residential
Mixed Use 182,896$ $ - No current revenue
or income contract
None, site still has existing building when
purchased None
To provide commercial
and/or retail space and
eliminate blight.
At time of purchase, some
consideration was given to
demolishing the buildings and
constructing temporary
parking. In 2006, development
proposals were received from
three
developers for three
completely different types of
projects: mixed-use
commercial/residential,
performing arts annex, and
restaurant. A development
agreement was not reached for
any of the
concepts.
18
Vacant Undeveloped
Pad - Development
Site
830-850 San Pablo
Ave. - Pinole Shores
II
402-230-022 Future
Development Sale Property Dec-02
Parcel is part of
#16 - Price for all
six (6) lots is
$3,425,246
$ 8,808 Assessors
value 10/28/2015
Will need to be
determined at the
time of the sale
2015
Purchased for
development of regional
commercial use. This
parcel part of the overall
site but is dedicated as
open space
20,419 sq ft
OIMU - Office
Industrial Mixed
use
$ 3,145,923 $ - No current revenue
or income contract
In 2002, the Agency purchased a house and a
former auto wrecking yard and completed
extensive environmental remediation to prepare
the site for future development.
None
The sale of the property
will provide commercial
and retail opportunity
consistent with the
original planning
objective for the
property.
A 2005 DDA with developer
terminated in 2009 due to
economic conditions at the
time.
February 9, 2016 Official Minutes 839
1
MASTER AGREEMENT
FOR TAXING ENTITY COMPENSATION
This MASTER AGREEMENT FOR TAXING ENTITY COMPENSATION (this
“Agreement”), dated as of________________, 2016, is entered into by and among the City of
Pinole, a municipal corporation (the “City”), with offices located at 2131 Pear Street, Pinole,
California, and the following public agencies (each, a “Taxing Entity,” collectively referred to
herein as the “Taxing Entities,” and together with the City the “Parties”):
County of Contra Costa, a political subdivision of the State of California (“County”);
County of Contra Costa Flood Control and Water Conservation District;
Contra Costa County Library
Contra Costa County Community College District (“CCD”);
West Contra Costa County Unified School District;
Contra Costa County Superintendent of Schools (“Superintendent”);
Contra Costa County Water Agency;
West Contra Costa County Health Care District
East Bay Municipal Utility District
Bay Area Air Quality Management District;
Contra Costa County Mosquito and Vector Control District;
San Francisco Bay Area Rapid Transit District;
East Bay Regional Parks District (“EBRPD”); and
RECITALS
A. Pursuant to Assembly Bill xl 26 (together with AB 1484 and SB 107, the
“Dissolution Act”), the Redevelopment Agency of the City of Pinole (“Redevelopment
Agency”) was dissolved effective February 1, 2012, and pursuant to Health & Safety Code
Section 34173, the City elected to serve as the successor agency to the dissolved Redevelopment
Agency (the “Successor Agency”).
B. Pursuant to Health and Safety Code Section 34191.5, the Successor Agency
prepared a Long-Range Property Management Plan (“LRPMP”) that addresses disposition and
use of the real property formerly owned by the Redevelopment Agency.
C. On October 1, 2014, the LRPMP was approved by resolution of the Oversight
Board to the Successor Agency (the “Oversight Board”), a seven-member board established
pursuant to Health and Safety Code Section 34179 that includes representatives appointed by the
County Board of Supervisors, the Mayor of the City, the Superintendent, the Chancellor of the
California Community Colleges, and EBRPD.
D. On November 20, 2015, the California State Department of Finance approved the
LRPMP.
February 9, 2016 Official Minutes 840
2
E. Pursuant to the LRPMP, the Successor Agency will be transferring certain real
property assets to the City for future development, subject to entering into this Agreement with
the Taxing Entities for the distribution of funds received, if any, from the sale of such properties.
NOW THEREFORE, for good and valuable consideration, the sufficiency of which is
acknowledged, the Parties agree as follows:
1. Purpose. This Agreement is executed with reference to the facts set forth in the foregoing
Recitals, which are incorporated into this Agreement by this reference. The purpose of this
Agreement is to address the allocation of certain prospective revenues among the Taxing Entities
that share in the property tax in proportion to their shares of the property tax base, as determined
under the Dissolution Act (“Tax Increment”) for properties located within the Pinole Vista
Redevelopment Project in the City of Pinole (the “Project Area”) formerly administered by the
Redevelopment Agency.
2. Special Districts and Funds. The governing boards of certain of the Taxing Entities
administer certain special districts and funds that receive allocations of property taxes from the
Tax Base, and are authorized to execute this Agreement on behalf of such special districts and
funds as described below.
2.1 County Funds. The County administers the following special districts and funds, and
in addition to entering into this Agreement for the County itself, the County Board of
Supervisors, acting in its various capacities, has authorized the execution of this Agreement by
the following:
Contra Costa County Library
Contra Costa County Flood Control and Water Conservation District
Contra Costa County Water Agency
2.2 County Superintendent Funds. The Superintendent administers the following special
funds, and in addition to entering into this Agreement for the Superintendent itself, the
Superintendent is authorized to, and has entered into and executed this Agreement on behalf of
the following:
Contra Costa County Superintendent of Schools
K-12 ERAF
2.3 Contra Costa Community College District. CCD administers the following special
districts and funds, and in addition to entering into this Agreement for CCD itself, CCD is
authorized to, and has entered into and executed this Agreement on behalf of the following:
Contra Costa Community College District
Community College ERAF
3. Parcels to be Conveyed for Development Consistent with Plans. Pursuant to the LRPMP,
eight (8) properties comprised of thirteen (13) parcels formerly owned by the Redevelopment
February 9, 2016 Official Minutes 841
3
Agency will be transferred by the Successor Agency to the City for disposition consistent with
the redevelopment plan adopted for the Project Area, the implementation plans adopted in
connection with the Project Area redevelopment plan, and the City of Pinole general plan (all of
the foregoing, collectively, the “Plans”). These eight parcels (collectively, the Property”) are
more fully described in Attachment A attached hereto.
4. Parcels to be Conveyed to the City for Governmental Uses. The LRPMP also
provides that nine (9) parcels formerly owned by the Redevelopment Agency will be transferred
by the Successor Agency to the City for continued governmental uses. No compensation will be
paid to the City or to the Taxing Entities in connection with the foregoing transfers. The
properties and their uses are described in Attachment B.
5. Compensation to Taxing Entities.
5.1 Consistent with the LRPMP, the City shall , remit the Net Unrestricted Proceeds
(defined below) from the conveyance of any of the parcels comprising the Property to the Contra
Costa County Auditor-Controller for distribution to the Taxing Entities in accordance with each
Taxing Entity's pro-rata share of Tax Increment.
5.2 Net Unrestricted Proceeds. For purposes of this Agreement, the term “Net
Unrestricted Proceeds” means the sale proceeds received by the City for the sale of any parcel
included in the Property, less: (i) costs incurred by the City for expenses incurred in connection
with the management, maintenance, and disposition of the Property, including without limitation,
costs incurred for property management, maintenance, insurance, marketing, appraisals, brokers'
fees, escrow, closing costs, survey, title insurance, attorneys' and consultants' fees, and other
reasonable costs incurred, including reasonable compensation for City staff performing functions
associated with the management, maintenance, and disposition of the Property, and (ii) any
proceeds of sale that are restricted by the documents governing the source of funds that were
used for the original acquisition of the Property; e.g., grant funding documents, bond indentures,
bond purchase agreements, etc.). Upon the request of a Taxing Entity, the City shall deliver an
accounting of all such costs, expenses and restricted proceeds.
6. City as Taxing Entity. The Parties hereby acknowledge that the City is also a Taxing
Entity for purposes of receiving funds pursuant to Section 5 of this Agreement.
7. Compensation Agreement.
7.1 LRPMP Governs. The Parties acknowledge that Health and Safety Code Section
34191.3 provides that once a LRPMP has been approved by the California Department of
Finance, the LRPMP shall govern and supersede all other provisions of the Dissolution Act
relating to the disposition and use of the former redevelopment agency's real property assets.
7.2 LRPMP Compliance. The Parties intend this Agreement to satisfy certain
requirements under the LRPMP. If a court order, legislation or Department of Finance policy
reverses the requirement of the City to enter into this Agreement, the Parties acknowledge that it
will not be necessary for the City to enter into this Agreement with the Taxing Entities, and in
February 9, 2016 Official Minutes 842
4
such event, the City will be permitted to dispose of the Property even if this Agreement has not
been executed by all Taxing Entities. Notwithstanding the foregoing, the City agrees that it will
comply with the provisions of the LRPMP that require payment of Net Unrestricted Proceeds to
the Taxing Entities upon sale of the Property.
8. Miscellaneous Provisions.
8.1 Notices. Except as otherwise specified in this Agreement, all notices to be sent
pursuant to this Agreement shall be made in writing, and sent to the Parties at their respective
addresses specified on the signature pages to this Agreement or to such other address as a Party
may designate by written notice delivered to the other Parties in accordance with this Section.
All such notices shall be sent by: (i) personal delivery, in which case notice is effective upon
delivery; (ii) certified or registered mail, return receipt requested, in which case notice shall be
deemed delivered on receipt if delivery is confirmed by a return receipt; or (iii) nationally
recognized overnight courier, with charges prepaid or charged to the sender's account, in which
case notice is effective on delivery if delivery is confirmed by the delivery service.
8.2 Headings; Interpretation. The section headings and captions used herein are solely
for convenience and shall not be used to interpret this Agreement. The Parties agree that this
Agreement shall not be construed as if prepared by one of the Parties, but rather according to its
fair meaning as a whole, as if all Parties had prepared it.
8.3 Action or Approval. Whenever action or approval by City is required under this
Agreement, the City Manager or his or her designee may act on or approve such matter unless
specifically provided otherwise, or unless the City Manager determines in his or her discretion
that such action or approval requires referral to City Council for consideration.
8.4 Entire Agreement. This Agreement, including Attachment A and Attachment B
attached hereto and incorporated herein by this reference, contains the entire agreement among
the Parties with respect to the subject matter hereof, and supersedes all prior written or oral
agreements, understandings, representations or statements between the Parties with respect to the
subject matter hereof.
8.5 Counterparts. This Agreement may be executed in counterparts, each of which
shall be an original and all of which taken together shall constitute one instrument. The signature
page of any counterpart may be detached therefrom without impairing the legal effect of the
signature(s) thereon provided such signature page is attached to any other counterpart identical
thereto having additional signature pages executed by the other Parties. Any executed
counterpart of this Agreement may be delivered to the other Parties by facsimile and shall be
deemed as binding as if an originally signed counterpart was delivered.
8.6 Severability. If any term, provision, or condition of this Agreement is held by a
court of competent jurisdiction to be invalid or unenforceable, the remainder of this Agreement
shall continue in full force and effect unless an essential purpose of this Agreement is defeated
by such invalidity or unenforceability.
February 9, 2016 Official Minutes 843
5
8.7 No Third Party Beneficiaries. Except as expressly set forth herein, nothing
contained in this Agreement is intended to or shall be deemed to confer upon any person, other
than the Parties and their respective successors and assigns, any rights or remedies hereunder.
8.8 Parties Not Co-Venturers; Independent Contractor; No Agency Relationship.
Nothing in this Agreement is intended to or shall establish the Parties as partners, co-venturers,
or principal and agent with one another. The relationship of the Parties shall not be construed as
a joint venture, equity venture, partnership or any other relationship.
8.9 Governing Law; Venue. This Agreement shall be governed by and construed in
accordance with the laws of the State of California without regard to principles of conflicts of
laws. Any action to enforce or interpret this Agreement shall be filed and heard in the Superior
Court of Contra Costa County, California or in the Federal District Court for the Northern
District of California.
SIGNATURES ON FOLLOWING PAGES.
February 9, 2016 Official Minutes 844
IN WITNESS WHEREOF, the Parties have executed this Agreement by their authorized
representatives as indicated below.
February 9, 2016 Official Minutes 845
The undersigned authorized signatory hereby executes this Agreement on behalf of the
County of Contra Costa and the entities and funds set forth in Section 2.1 of this Agreement:
Contra Costa County
By: ___________________________________
David Twa
County Administrator
Contra Costa County Water Agency
By: ______________________________
John Kopchik
Executive Director
Contra Costa County Flood Control and Water Conservation District
By: _______________________________
Julia Bueren
Chief Engineer
Attest by:
Approved as to form:
County Counsel
Address for Notices:
Contra Costa County Administrator’s Office
651 Pine Street, 10th Floor
Martinez, CA 94553
Attn: David J. Twa, County Administrator
SIGNATURES CONTINUE ON FOLLOWING PAGES.
February 9, 2016 Official Minutes 846
RECOMMENDATION(S):
1. AUTHORIZE the Conservation and Development Director, or designee, to extend from January 31, 2016 to June
30, 2016, the completion date of Phase I of the Muir Ridge Homes project that is being constructed in unincorporated
Martinez by Habitat for Humanity East Bay/Silicon Valley using HOME Investment Partnership Act (HOME) funds
borrowed from the County, and to extend the corresponding repayment due date from June 30, 2016 to November 30,
2016. 2. AUTHORIZE the Conservation and Development Director, or designee, to consent to future modifications to
the completion and repayment dates related to the Muir Ridge Homes project, provided no dates are extended beyond
the HOME program maximums.
FISCAL IMPACT:
No General Fund impact. HOME funds are provided to the County on a formula allocation basis through the U.S.
Department of Housing and Urban Development (HUD). CFDA #14.239
BACKGROUND:
On February 25, 2014, the Board of Supervisors allocated $1,500,000 in HOME funds to Habitat for Humanity East
Bay/Silicon Valley (Habitat) for the Muir Ridge development. On August 12, 2014, the Board approved the legal
documents for this project, including the HOME Loan Agreement. On December 9, 2014, the Board approved an
amendment to the Loan Agreement to extend the dates for obtaining building permits and starting construction of
Phase I of the development.
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Kara Douglas 925-674-7880
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C. 98
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:February 9, 2016
Contra
Costa
County
Subject:APPROVAL OF EXTENSION OF TIME FOR HABITAT FOR HUMANITY EAST BAY/SILICON VALLEY TO
COMPLETE AND SELL HOMES IN THE MUIR RIDGE DEVELOPMENT IN MARTINEZ
February 9, 2016 Official Minutes 847
BACKGROUND: (CONT'D)
Habitat has reported that, as a result of the loss of key construction staff and a steep learning curve related to
constructing on a steeply sloped site, the construction of Phase I is three months behind schedule. Permitting Habitat
to continue construction based on the current expected building schedule will allow the project to proceed. Delegating
to the Director the authority to consent to future requests to modify construction and repayment due dates will enable
the Department to respond to any other unforeseen delays in a timely manner. In no event will any dates be extended
beyond the HOME program maximums. Under the terms of the loan agreement and pursuant to HOME regulations,
Habitat is required to complete the construction and sale of the homes within a certain period of time. If Habitat fails
to complete the construction and sale of the homes as required, it will have to convert the homes into rental units or
repay the HOME funds.
The purpose of the Muir Ridge project is to improve the supply of ownership housing affordable to and occupied by
lower income families in the Martinez area through the construction of a 12-home development in unincorporated
Martinez off of Pacheco Boulevard.
The twelve homes will be designated as HOME-assisted and sold to lower income families. Approximately $225,000
of the HOME funds will be loaned to the lower income families to assist with the purchase of the homes. The
remaining HOME funds ($1,275,000) will be a development subsidy. Affordability and use restrictions are
incorporated into the County loan documents.
CONSEQUENCE OF NEGATIVE ACTION:
Habitat will be in default under the Loan Agreement.
CHILDREN'S IMPACT STATEMENT:
This project will support indicator number three: Families are Economically Self Sufficient.
February 9, 2016 Official Minutes 848
RECOMMENDATION(S):
ADOPT Resolution No. 2016/59 approving the issuance of Multifamily Housing Revenue Bonds (the "Bonds") by
the California Municipal Finance Authority (CMFA) in an amount not to exceed $41,500,000 for the benefit of
Community Housing Development Corporation of North Richmond (CHDC), a California nonprofit corporation and
an organization described in Section 501(c)(3) of the Internal Revenue Code of 1986 (the "Code"), or a subsidiary or
affiliate thereof (the “Borrower”), to provide for the financing of the acquisition, rehabilitation, improvement and
equipping of two multifamily housing developments commonly known as Barrett Plaza located at 510 Barrett
Avenue in the City of Richmond, and Barrett Terrace located at 700 Barrett Avenue in the City of Richmond. Such
adoption is solely for the purposes of satisfying the requirements of the Tax Equity and Fiscal Responsibility Act of
1982 (TEFRA), the Code and the California Government Code Section 6500 (and following).
FISCAL IMPACT:
No impact to the General Fund. The County will be reimbursed for any costs incurred in the process of conducting
the TEFRA Hearing. The CMFA will issue tax-exempt revenue bonds on behalf of CHDC. Repayment of the bonds
is solely the responsibility of CHDC. No County funds are pledged to secure the bonds.
BACKGROUND:
Community Housing Development Corporation of North Richmond (CHDC), with the City of Richmond's support,
requested the County to conduct a Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA) hearing for the
California Municipal Finance Authority (CMFA) issuance of Multifamily Housing Revenue Bonds in an amount not
to exceed $41,500,000 to be used to finance the acquisition, rehabilitation, improvement and equipping of
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Kristen Lackey (925) 674-7888
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
C. 92
To:Board of Supervisors
From:John Kopchik, Director, Conservation & Development Department
Date:February 9, 2016
Contra
Costa
County
Subject:Multifamily Housing Revenue Bonds - Barrett Plaza and Barrett Terrace, Richmond
February 9, 2016 Official Minutes 849
BACKGROUND: (CONT'D)
two multifamily rental housing developments commonly known as Barrett Plaza located at 510 Barrett Street in
the City of Richmond, California, and Barrett Terrace located at 700 Barrett Avenue in the City of Richmond (the
"Projects"). A TEFRA hearing must be held by an elected body of the governmental entity having jurisdiction
over the area where the project is located in order for all or a portion of the Bonds to qualify as tax-exempt bonds
for the financing of the Project. The County is a member of the CMFA and the Board of Supervisors qualifies as
an elected body of the governmental entity having jurisdiction over the area where the project is located.
The main purpose of the proposed Resolution is to acknowledge that a public hearing was held by the County's
Community Development Bond Program Manager on February 1, 2016, where members of the community were
given an opportunity to speak in favor of or against the use of tax-exempt bonds for the financing of the Projects.
No public comments were received. A notice of the hearing was published in the Contra Costa Times (proof of
publication attached) on January 16, 2016.
The County’s only role in this transaction was to hold the TEFRA hearing. The County will not be responsible for
the repayment of the Bonds or any portion thereof, whatsoever. CHDC or its affiliate will bear sole responsibility
for repaying the Bonds. Additional actions related to the bond issuance will be the responsibility of CMFA.
CONSEQUENCE OF NEGATIVE ACTION:
Negative action would prevent CMFA from providing tax-exempt financing for CHDC's Barrett Plaza and Barrett
Terrace projects in Richmond.
AGENDA ATTACHMENTS
Resolution No. 2016/59
Barrett Plaza Ad
Barretts TEFRA Transcript
MINUTES ATTACHMENTS
Signed Resolution No. 2016/59
February 9, 2016 Official Minutes 850
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:John Gioia
ABSTAIN:
RECUSE:
Resolution No. 2016/59
IN THE MATTER OF APPROVING THE ISSUANCE OF REVENUE BONDS BY THE CALIFORNIA MUNICIPAL
FINANCE AUTHORITY FOR THE PURPOSE OF FINANCING OR REFINANCING THE ACQUISITION,
REHABILITATION, IMPROVEMENT AND EQUIPPING OF CERTAIN AFFORDABLE MULTIFAMILY RENTAL
HOUSING FACILITIES FOR THE BENEFIT OF COMMUNITY HOUSING DEVELOPMENT CORPORATION OF
NORTH RICHMOND OR ONE OR MORE AFFILIATES THEREOF
WHEREAS, pursuant to Chapter 5 of Division 7 of Title 1 of the Government Code of the State of California (the “Act”),
certain public agencies (the “Members”) have entered into a Joint Exercise of Powers Agreement Relating to the California
Municipal Finance Authority, dated as of January 1, 2004 (the “Agreement”) in order to form the California Municipal Finance
Authority (the “Authority”), for the purpose of promoting economic, cultural and community development, and in order to
exercise any powers common to the Members, including the issuance of bonds, notes or other evidences of indebtedness; and
WHEREAS, the County of Contra Costa (the “County”) is a Member of the Authority; and
WHEREAS, the Authority is authorized to issue and sell revenue bonds for the purpose, among others, of financing or
refinancing the construction of capital projects; and
WHEREAS, Barrett Plaza Housing, L.P., and Barrett Terrace Housing, L.P. (collectively, the “Borrowers”), each a limited
partnership organized under the laws of the State of California by Community Housing Development Corporation of North
Richmond, a California nonprofit corporation, has requested that the Authority participate in the issuance of one or more series of
revenue bonds in an aggregate principal amount not to exceed $41,500,000 (the “Bonds”);
WHEREAS, an aggregate principal amount of Bonds not to exceed $16,500,000 will be used to finance the acquisition,
rehabilitation and improvement of a 58-unit affordable multifamily rental housing facility (“Barrett Plaza”) to be owned and
operated by Barrett Plaza Housing, L.P., or another entity created by the Community Housing Development Corporation of North
Richmond, and located in the County of Contra Costa (the “County”) at 510 Barrett Avenue, Richmond, California, and pay
certain expenses incurred in connection with the issuance of such Bonds;
WHEREAS, an aggregate principal amount of Bonds not to exceed $25,000,000 will be used to finance the acquisition,
rehabilitation and improvement of a 115-unit affordable multifamily rental housing facility (“Barrett Terrace” and together with
Barrett Plaza, the “Projects”) to be owned and operated by Barrett Terrace Housing, L.P., or another entity created by the
Community Housing Development Corporation of North Richmond, and located in the County at 700 Barrett Avenue,
Richmond, California, and pay certain expenses incurred in connection with the issuance of such Bonds;
WHEREAS, in order for the interest on the Bonds to be tax-exempt, Section 147(f) of the Internal Revenue Code of 1986, as
amended (the “Code”), requires that an “applicable elected representative” of the governmental unit, the geographic jurisdiction
of which contains the site of facilities to be financed with the proceeds of the Bonds, hold a public hearing on the issuance of the
Bonds and approve the issuance of the Bonds following such hearing; and
WHEREAS, the Authority has determined that the Board of Supervisors of the County (the “Board of Supervisors”) is an
“applicable elected representative” for purposes of holding such hearing; and
WHEREAS, the Authority has requested that the Board of Supervisors approve the issuance of the Bonds by the Authority in
4
1
February 9, 2016 Official Minutes 851
order to satisfy the public approval requirement of Section 147(f) of the Code and the requirements of Section 4 of the
Agreement; and
WHEREAS, notice of such public hearing has been duly given as required by the Code, and this Board of Supervisors has
heretofore held such public hearing at which all interested persons were given an opportunity to be heard on all matters relative to
the financing of the Project and the Authority’s issuance of the Bonds therefor; and
WHEREAS, it is in the public interest and for the public benefit that the Board of Supervisors approve the issuance of the Bonds
by the Authority for the aforesaid purposes;
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF SUPERVISORS, AS FOLLOWS:
Section 1. The foregoing recitals are true and correct.
Section 2. The Board of Supervisors hereby approves the issuance of the Bonds by the Authority. It is the purpose and intent of
the Board of Supervisors that this resolution constitute approval of the issuance of the Bonds (a) by the “applicable elected
representative” of the governmental unit having jurisdiction over the area in which the Projects are located in accordance with
Section 147(f) of the Code and (b) by the Board of Supervisors in accordance with Section 4 of the Agreement.
Section 3. The issuance of the Bonds shall be subject to the approval of the Authority of all financing documents relating thereto
to which the Authority is a party. The Board of Supervisors shall have no responsibility or liability whatsoever with respect to the
Bonds.
Section 4. The adoption of this Resolution shall not obligate the Board of Supervisors or any department thereof to (i) provide
any financing to acquire or construct either Project or any refinancing of either Project; (ii) approve any application or request for
or take any other action in connection with any planning approval, permit or other action necessary for the acquisition,
rehabilitation, improvement, equipping or operation of either Project; (iii) make any contribution or advance any funds
whatsoever to the Authority; or (iv) take any further action with respect to the Authority or its membership therein.
Section 5. The executing officers, the Clerk of the Board and all other proper officers and officials of the County are hereby
authorized and directed to execute such other agreements, documents and certificates, and to perform such other acts and deeds,
as may be necessary or convenient to effect the purposes of this Resolution and the transactions herein authorized.
Section 6. The Clerk of the Board shall forward a certified copy of this Resolution to the Authority in care of its counsel: Ronald
E. Lee, Esq. Jones Hall, APLC 475 Sansome Street, Suite 1700 San Francisco, CA 94111
Section 7. This resolution shall take effect immediately upon its passage.
Contact: Kristen Lackey (925) 674-7888
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc:
February 9, 2016 Official Minutes 852
C.92
February 9, 2016 Official Minutes 853
February 9, 2016 Official Minutes 854
February 9, 2016 Official Minutes 855
February 9, 2016 Official Minutes 856
February 9, 2016 Official Minutes 857
RECOMMENDATION(S):
REFER to the Finance Committee the request of $900,000 for FY 2016-17 from the County General Fund to cover
the funding shortfall in the Wildcat/San Pablo Creeks Levee Remediation project in North Richmond, District 1.
FISCAL IMPACT:
100% General Fund
BACKGROUND:
Original Project Construction
Wildcat and San Pablo Creeks are two streams that drain adjoining watersheds within western Contra Costa County.
Historically, the two creek basins combined into a common floodplain that extended through the unincorporated
community of North Richmond before draining into San Pablo Bay.
From the 1950s to the early 1980s, repeated floods damaged properties in the floodplain between the creeks. Attempts
to sponsor a federal flood control project on Wildcat and San Pablo Creeks were undermined by the Flood Control
District’s limited funding ability and by the difficulty — in this low-income area — of reaching a favorable
benefit-to-cost ratio. In 1982, the District was able to design a fundable, cost-effective flood control project for the
lower reaches of the creeks. With significant community input, the District plan was subsequently modified by the
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Mike Carlson 925-313-2321
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Stephanie Mello, Deputy
cc: Robert Campbell, County Auditor-Controller
C. 89
To:Board of Supervisors
From:Julia R. Bueren, Public Works Director/Chief Engineer
Date:February 9, 2016
Contra
Costa
County
Subject:Referral to Finance Committee of funding shortfall in the Wildcat/San Pablo Creeks Levee Remediation project in
North Richmond.
February 9, 2016 Official Minutes 858
BACKGROUND: (CONT'D)
>
US Army Corps of Engineers, which then also provided the majority of the project construction funding. Funding for
the local match consisted of an unusually broad range of sources: East Bay Regional Park District, County
Redevelopment, the County Flood Control District (and others) provided services, land and cash to become the
non-federal match for this federal project. The Flood Control District still carries an $820,000 loan from the original
project construction in the early 1990s. With interest, the outstanding balance is now approximately $1,300,000.
One time proceeds from the sale of District property at 3rd and Brookside and repayment of money owed upon the
closure of the County Redevelopment Agency provided $475,000 that has been set aside to pay down the outstanding
project debt.
Changing Federal Rules
In the aftermath of Hurricane Katrina the Department of Homeland Security, Federal Emergency Management
Agency (FEMA) rescinded all levee certifications, and required local levee owners to prove levees still provided
adequate levels of flood protection. The District applied for and received a $487,000 State Department of Water
Resources (DWR) Local Levee assistance grant that covered 90% of the cost of levee evaluation. The DWR funding
level shifted from 50% to 90% because North Richmond is a disadvantaged community. Even with this level of
funding, the District struggled to provide the remaining 10% match.
The study indicated that the levees were generally in good repair, but needed to be raised to meet more stringent
FEMA requirements. The District applied for and received a 90% DWR grant for Local Levee Critical Repair. The
total repair cost was estimated at $1,684,000 with the State providing 90% or $1,515,600.
Increased Complexity
Both the permitting and design for the levee project have become more complex than was anticipated when the grant
was received. Extra precautions for dealing with possible endangered species near the levees have made the plans
more complex and costly to prepare, and an especially challenging Corps Section 408 permitting process has far
exceeded the permitting budget. Finally, Corps-required upgrades to the levee and floodwall materials have
significantly increased expected construction costs. Considering all of these factors, the current funding deficit is
approximately $935,000.
Consequence of No Action
FEMA has prepared new floodplain maps that show significantly expanded floodplains if the levee rehabilitation
project is not implemented. These new maps add 245 parcels into the floodplain, and have not been publically
released or adopted yet by FEMA. All parcels with mortgages mapped into the floodplain will be required to
purchase flood insurance; this is a significant financial drain to this disadvantaged community. Currently flood
insurance is approximately $1,000 per parcel per year, but is anticipated to double in the coming years to make the
FEMA federal flood insurance program more solvent.
The District has requested that FEMA delay adoption of the new floodplain maps for North Richmond as long as
possible to provide time for the levee project to find the additional funding needed for construction. FEMA has
committed to hold off adopting the new maps for at least another year.
February 9, 2016 Official Minutes 859
Financial Picture:
As shown in the table below, the DWR grant covers 90% of the $1.68 budgeted project cost. Increased complexity in
environmental permitting and design, and the resulting construction materials and methods have driven the project
over the grant budget by approximately $935,000. Because the project will be competitively bid, the cost of
construction reported below is from the engineer’s estimate.
Task
No.
Task Description Total Budget for LLCR
Grant (90% DWR /
10% local)
Projected
Expenditures at
Project Completion
Unfunded
Amount Over
DWR LLCR Grant
Budget (100%
local)
1 Preliminary Design, R&U
Analysis
$88,459 $93,258 $4,799
2 Environmental Permitting
and Compliance
$130,033 $274,019 $143,986
3 Real Property Acquisition $7,982 $12,982 $5,000
4 Design $215,782 $485,735 $269,953
5 Construction $1,108,763 $1,455,963 $347,200
6 Reporting $33,866 $33,866 $0
7 Project Management and
Corps 408 Permit
$99,313 $264,192 $164,879
TOTAL $1,684,198 $2,620,015 $935,817
Options for Additional Funding:
The District is considering a number of funding options to cover the deficit in funding. Each is described below along
with the likelihood of each approach being applicable or successful.
County General Funds
The District is requesting $900,000 in County general funds as an assurance that the project can move forward with
advertising for construction. Without the financial assurance provided by this funding, the District cannot advertise
the project nor move forward with construction work this season, and the community will continue to be faced with
additional flood risk and may be mapped into the FEMA floodplain. If the project is financially able to proceed in
2016, expenditures will not occur until late Q1 or early Q2 in FY 16-17.
The District will continue to pursue additional funding sources, as specifically detailed below, with the intent to find
alternate funding and reduce or eliminate the need for general funds.
County Road Funds
County road funds are used to construct and maintain roads and related infrastructure in the unincorporated county.
County road funds may be available for fund direct improvements to county roads (in county road right of way)
which are designed and constructed by this project. These could include the top portion of an overlay on Parr
Boulevard (new wearing surface), base failure repair, and an upgraded replacement guardrail. The magnitude of this
work is approximately $65,000 and the District intends to pursue County Road Funds for the roadway items included
in this project.
Budget augmentation from DWR under the awarded LLCR grant program
In the summer of 2015, the District’s project manager approached DWR and formally requested a budget
augmentation because of the increased permitting complexity and design cost overruns. DWR considered this request
and ultimately declined the budget augmentation request. As such, additional DWR funding is not available for this
project.
February 9, 2016 Official Minutes 860
FEMA Pre-Disaster Mitigation Funds
FEMA administers the Pre-Disaster Mitigation (PDM) program which funds projects that lower flood risk before
damage occurs. Initially, this seemed to be a good match for this project. However, FEMA Region IX staff has
confirmed that projects built by the Corps with federal funds (such as Wildcat and San Pablo Creeks) are
automatically ineligible for this or other FEMA funding programs. As such, PDM or other FEMA funds are not
available for the current levee project.
Integrated Regional Water Management Plan (IRWMP) Funds
IRWMP funds are state grant funds requiring a 50% non-state match. Because a majority of project funding already
comes from the DWR, this project would not be able to provide the required match. The state is soliciting for a future
grant round focused on disadvantaged communities, but even with this focus, lacking the required non-state match,
the project would not be eligible for this funding.
North Richmond Waster and Recovery Mitigation Fee (NRWRMF)
Per a conversation with Deidre Dingman, and a review of the detailed project guidelines
(http://www.cccounty.us/DocumentCenter/View/39562), the NRWRMF is intended to reduce the impacts of illegal
dumping. One time project grant awards come out of a $100,000 total amount, and projects are typically limited to a
maximum award of $30,000. While appropriately located in North Richmond, the levee project does not address the
focus areas of the grant, and would likely be non-competitive for funding.
State Coastal Conservancy Prop 1 Funds
In September 2015, the District partnered with Urban Tilth on a $1,204,000 grant application to State Coastal
Conservancy (SCC) to address the project’s $900,000 funding shortfall and also provide $304,000 to create jobs for
local youth and provide habitat assessment and creek restoration in the watershed. The SCC ultimately declined to
fund the grant, but noted that they liked the environmental enhancement portion of the grant (through Urban Tilth)
and was not as interested in funding the levee improvements (the District’s portion of the project).They also thought
the total ask amount was too high, and recommended reapplying in March for no more $500,000 total, with a more
balanced split between the District’s levee portion and Urban Tilth’s environmental portion. The District and Urban
Tilth intend to reapply in March, and if the grant application is ultimately approved, no more than approximately
$250,000 would be available to fund the levee project. The other half would be for Urban Tilth projects in the area
unrelated to the levee project.
EPA San Francisco Bay Water Quality Improvement Fund
The project is anticipated to be eligible for this annual federal grant program and can use the State DWR grant
towards the 50% match. This grant program favors “shovel-ready” implementation projects (which this is), but the
project may need other partners to broaden its appeal. The next application round opens in March 2016 and the
District intends to apply.
Revolving Fund Loan from Other Watersheds or the Flood Control District
The Flood Control District has the ability to temporarily borrow from and loan funds to Flood Control Zones in
watersheds throughout the County. These “revolving fund loans” are intended to compensate for temporary funding
deficits that would be paid back against future tax revenue. Unfortunately, the Flood Control Zone for this watershed
still has unpaid interest and principal from original project construction in the early 1990s.Thanks to the low tax rate
fixed by Prop 13, ad valorem tax revenues in this watershed are insufficient for routine maintenance, much less being
able to pay off the existing debt. While the Board could decide to borrow money from another flood control zone and
loan it to this project, prospects for repayment are very poor. This makes a revolving fund loan a poor choice, but
may end up being the only remaining choice.
Proceeds for Sale of 3 Acre Parcel at 3 rd and Brookside (Urban Farm)
This parcel was sold in 2013 for $225,000 and the proceeds have been held in the account for Wildcat Creek. The
Board Order from the early 1990s outlining the financing plan for the original project required that any proceeds from
the sale of this property must be applied to any outstanding debt for the project. Unless the Board provides direction
to the contrary, the proceeds from this sale would not be available for the current levee project.
February 9, 2016 Official Minutes 861
North Richmond Community Facilities District (CFD) Funds
The large portion of North Richmond between Wildcat and San Pablo Creeks was slated for redevelopment, at which
time a CFD would be formed to help fund needed infrastructure. With the demise of the County’s redevelopment
agency, the formation of the CFD has been placed on indefinite hold, and thus is not available for the current levee
project.
County Stormwater Utility Assessment (SUA) 17 Funds
SUA funds are collected from all parcels in the County to help manage stormwater, and SUA 17 funds are collected
for use in the unincorporated county areas like North Richmond. SUA 17 funds are limited to ongoing maintenance
(such as catch basin or trash rack cleaning) and not for capital projects such as our levee project. In addition,
unfunded mandates from the Regional Water Quality Control Board (such as the requirement to eliminate 100% of
trash from all waterways by 2022) have oversubscribed the available SUA 17 funding. As such, SUA 17 funds are
not available for the current levee project.
State Revolving Fund Loan for Infrastructure
This State program provides low interest loans for infrastructure improvements, and is most commonly used for
water supply and wastewater infrastructure. The loan program requires stable future funding source, such as rate
payers, in order to be considered for loan funding. Agencies that handle stormwater and flood control do not currently
have the ability to have ratepayers (although an initiative is in the works for the November 2016 ballot to possibly
provide this ability).Without such a dedicated future income stream, the levee project would not be eligible for a state
revolving fund loan.
Funds from Parcels Being Protected by this Project
The District’s project directly reduces flood risk to a number of publicly-owned facilities. East Bay Regional Park
District (EBRPD) operates the Wildcat Creek staging area and trail along Wildcat Creek. The own some of the
property in fee, and license other areas from the State and the Flood Control District. Because the direct benefit they
derive from the project, the District intends to request funding from EBRPD. It is important to note that EBRPD was
one of many funders of the original project when it ran into similar funding issues in the early 1990s.
Similarly, the West County Wastewater District (WCWD) has projects directly adjacent to the District’s levee project.
In fact, the District needs to purchase access easement across existing WCWD access roads to construct the project.
In light of the project’s financial need, and the flood risk reduction provided by the project, the District intends to
request waiver of the approximately $12,000 appraised value of the access easement and that WCWC further
contribute to the project cost.
Finally, EBMUD operates a facility directly adjacent to and protected by the levee on San Pablo Creek. As with the
other agencies, the District intends to request EBRPD contribute to overall project cost.
It is unclear what participation, if any, will come from these requests to other agencies projected by the
District’s project.
Summary:
Just as with the construction of the original project 25 years ago, the District’s project faces serious funding
challenges in order to reduce flood risk in the disadvantaged community of North Richmond. The District has
investigated over a dozen possible funding sources, and intends to apply for additional state grants, request funding
from the Public Works Department road funds, and request County General Funds to cover the funding shortfall.
CONSEQUENCE OF NEGATIVE ACTION:
If not approved, Flood Control will be able to move forward with the project and all parcels with mortgages mapped
into the floodplain will be required to purchase flood insurance.
February 9, 2016 Official Minutes 862
RECOMMENDATION(S):
ACKNOWLEDGE that adoption of a new Master Resolution with a complete roster of all appointments is
required by Board policy whenever terms expire or new appointments are made.
1.
ADOPT Resolution No. 2016/79 to:
ELIMINATE Alternate appointees to the standing (Type I) committees of the Board of Supervisors and
to restate the appointment of Board members and other individuals to serve on Board committees,
special county committees, and regional boards/ committees/ commissions for 2016, some of which
include additional compensation in the form of stipend; and
A.
APPOINT Supervisor Karen Mitchoff as Director, Treasurer-Tax Collector Russell Watts as First
Alternate, and Assistant Treasurer Belinda Zhu as Second Alternate to the Association of Bay Area
Government’s (ABAG) Finance Authority for Nonprofit Corporations (FAN) Board of Directors and its
Executive Committee representing Contra Costa County.
B.
REMOVE Supervisor Karen Mitchoff as Vice Chair to the Transportation, Water and Infrastructure
Committee and appoint Supervisor Candace Andersen as Vice Chair.
C.
2.
INDICATE that this Resolution No. 2016/79 supersedes in its entirety Resolution No. 2016/1, which was
adopted by the Board of Supervisors on January 5, 2016.
3.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Julie DiMaggio Enea (925)
335-1077
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C.100
To:Board of Supervisors
From:Candace Andersen, District II Supervisor
Date:February 9, 2016
Contra
Costa
County
Subject:RESOLUTION TO ELIMINATE ALTERNATE APPOINTEES TO THE STANDING COMMITTEES OF THE
BOARD OF SUPERVISORS AND OTHER APPOINTMENTS
February 9, 2016 Official Minutes 863
RECOMMENDATION(S): (CONT'D)
>
4. RESOLVE that Board Members as named are APPOINTED to serve on Board committees, special
county committees and regional boards/ committees/ commissions as specified on Attachment A to
Resolution No. 2016/79 as Internal Standing Committees (Type I), Other Internal Committees, (Type II),
Regional Bodies (Type III), Special/Restricted Seats (Type IV), and Ad Hoc Committees (Type V).
FISCAL IMPACT:
No fiscal impact.
BACKGROUND:
Board Standing Committees . At its annual reorganization meeting on January 5, 2016, the Board of Supervisors
created Alternate seats for each of the Board's standing committees and stipulated that the alternate designated for
each committee will serve only in the event of a long-term absence, as determined by the Board Chair, of a
regular committee member.
At its January 26, 2016 retreat, the Board discussed the suggestion of using Alternates more extensively, to
address any (not only an extended) absence of a regular committee member. After further consideration, the
Board reached consensus that Alternate appointees might, in practice, create conflicts with the open meeting
provisions of the Brown Act and Better Government Ordinance because more than three members of the Board
of Supervisors may become involved in deliberations during committee discussions. Committee study of matters
referred by the Board sometimes extends to multiple committee meetings during the course of the year. In such
cases, the potential for serial meetings of the Board of Supervisors exists, since three board members could be
involved in committee discussions. All matters within the purview of a Board standing committee are potentially
within the purview of the Board of Supervisors, which refers matters to the committees for study. Concern was
also expressed about the amount of time that Alternate appointees would need to reserve on their calendars to
ensure their availability to substitute for a regular committee member, and how that time commitment might
detract from other activities.
The Board considered the idea of publicly noticing certain standing committee meetings as Board of Supervisors
meetings in observance of the Brown Act and Better Government Ordinance, but ultimately decided that it would
be more practical to reschedule or cancel committee meetings or, as a last resort, proceed with a "quorum of one"
in those instances when both members cannot be in attendance at the standing meeting time.
Also during the January 26 retreat, Supervisors Piepho and Mitchoff expressed concern about how their
representation of the County on the Delta Counties Coalition and other various water-related commissions might
create challenges in compliance with the open meeting provisions of the Brown Act and Better Government
Ordinance, with respect to their recent appointment to the Board's Transportation, Water & Infrastructure
Committee (TWIC), which deliberates on many of the same issues as the regional water-related commissions. To
avoid the potential for conflict with open meeting requirements, I am recommending that the Board appoint me to
replace Supervisor Mitchoff as Vice Chair to the TWIC.
ABAG Finance Authority for Nonprofit Corporations (FAN). Contra Costa County is a member of the ABAG
FAN, a joint powers authority. The FAN is governed by a Board of Directors and an Executive Committee.
Contra Costa County is entitled to appoint an elected official of the County as a Director of the FAN Board and
two alternates who may vote in the Director's absence. I am recommending the appointment of Supervisor Karen
Mitchoff to the ABAG FAN Board, and Treasurer-Tax Collector Russell Watts and Asst. Treasurer Belinda Zhu
and her first and second alternates, respectively.
CONSEQUENCE OF NEGATIVE ACTION:
It the recommendations are not approved, the Alternate appointees to the Board's standing committees will remain
as adopted on January 5, 2016, the County will not be represented on the ABAG Finance Authority for Nonprofit
Corporations, and a potential conflict with open meeting requirements will exist for members of the TWIC.
AGENDA ATTACHMENTSFebruary 9, 2016 Official Minutes 864
AGENDA ATTACHMENTS
Resolution No. 2016/79
Attachment A to Resolution No. 2016/79_Board Committee Assignments
MINUTES ATTACHMENTS
Signed Resolution No. 2016/79
February 9, 2016 Official Minutes 865
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
and for Special Districts, Agencies and Authorities Governed by the Board
Adopted this Resolution on 02/09/2016 by the following vote:
AYE:
Candace Andersen
Mary N. Piepho
Karen Mitchoff
Federal D. Glover
NO:
ABSENT:John Gioia
ABSTAIN:
RECUSE:
Resolution No. 2016/79
IN THE MATTER OF UPDATING BOARD MEMBER ASSIGNMENTS TO 2016 BOARD COMMITTEES, SPECIAL
COUNTY COMMITTEES, AND REGIONAL ORGANIZATIONS TO ELIMINATE ALTERNATE SEATS TO THE
STANDING BOARD COMMITTEES AND MAKE APPOINTMENTS TO THE ABAG FINANCE AUTHORITY FOR
NONPROFIT CORPORATIONS AND THE TRANSPORTATION, WATER AND INFRASTRUCTURE COMMITTEE
WHEREAS from time to time throughout the year, the Board Chair reviews and makes recommendations to the Board to modify
and update committee assignments; and
WHEREAS it was acknowledged by the Board members at the January 26 retreat that Alternate appointees to the Board's
standing (Type 1) committees presented procedural and scheduling complexities that would likely outweigh the advantages; and
WHEREAS there was consensus among the Board members that committee member absences can be addressed by means of
rescheduling or cancelling meetings or proceeding with a quorum of one and, in the event of a protracted absence, committee
appointments could be reassigned by the Board; and
WHEREAS the potential for conflicts with open meeting requirements for members of the Board's Transportation, Water and
Infrastructure Committee (TWIC), in terms of their representation of the County on the Delta Counties Coalition and other
water-related commissions, necessitates a change in membership on the TWIC; and
WHEREAS Contra Costa County is entitled to appoint an elected official of the County as a Director and two alternates who
may vote in the Director's absence on the Association of Bay Area Government’s (ABAG) Finance Authority for Nonprofit
Corporations; and
WHEREAS adoption of a new Master Resolution with a complete roster of all appointments is required by Board policy
whenever terms expire or new appointments are made;
NOW, THEREFORE, THE BOARD OF SUPERVISORS RESOLVES TO:
1. ELIMINATE the Alternate seats for each of the standing (Type I) Board committees;
2. REMOVE Supervisor Karen Mitchoff as Vice Chair to the Transportation, Water and Infrastructure Committee and appoint
Supervisor Candace Andersen as Vice Chair of the committee.
3. APPOINT Supervisor Karen Mitchoff as Director, Treasurer-Tax Collector Russell Watts as First Alternate, and Assistant
Treasurer Belinda Zhu as Second Alternate to the Association of Bay Area Government’s Finance Authority for Nonprofit
Corporations Board of Directors and its Executive Committee, representing Contra Costa County.
4. APPOINT the Board members and other individuals to serve on Board committees, special county committees and regional
boards / committees / commissions as specified in the revised Master List (see Attachment II) as Type I for Board Standing
Committees, Type II for Other Internal Committees, Type III for Regional Bodies, Type IV for Special/Restricted seats, and Type
V for Board Ad Hoc Committees.
5. INDICATE that this Resolution No. 2016/79 supersedes in its entirety Resolution No. 2016/1, which was adopted by the
Board of Supervisors on January 5, 2016.
4
1
February 9, 2016 Official Minutes 866
Contact: Julie DiMaggio Enea (925)
335-1077
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown.
ATTESTED: February 9, 2016
, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
February 9, 2016 Official Minutes 867
February 9, 2016Official Minutes868
February 9, 2016Official Minutes869
February 9, 2016Official Minutes870
February 9, 2016Official Minutes871
February 9, 2016Official Minutes872
February 9, 2016Official Minutes873
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ATTACHMENT A TO RESOLUTION NO. 2016/79CONTRA COSTA COUNTY BOARD OF SUPERVISORS COMMITTEE ASSIGNMENTS2016New TermType*Committee NameAppointeeExpirationStipend InformationI Airport Committee, ChairMary N. Piepho12/31/2016NO STIPENDI Airport Committee, Vice ChairKaren Mitchoff12/31/2016NO STIPENDI Family & Human Services Committee, ChairCandace Andersen12/31/2016NO STIPENDIFamily & Human Services Committee, Vice ChairFederal D. Glover12/31/2016NO STIPENDI Finance Committee, ChairFederal D. Glover12/31/2016NO STIPENDIFinance Committee, Vice ChairMary N. Piepho12/31/2016NO STIPENDI Hiring Outreach & Oversight Committee, ChairKaren Mitchoff12/31/2016NO STIPENDIHiring Outreach & Oversight Committee, Vice‐ChairJohn Gioia12/31/2016NO STIPENDI Internal Operations Committee, ChairJohn Gioia12/31/2016NO STIPENDIInternal Operations Committee, Vice ChairCandace Andersen12/31/2016NO STIPENDI Legislation Committee, ChairFederal D. Glover12/31/2016NO STIPENDILegislation Committee, Vice ChairKaren Mitchoff12/31/2016NO STIPENDI Public Protection, ChairCandace Andersen12/31/2016NO STIPENDIPublic Protection, Vice ChairJohn Gioia12/31/2016NO STIPENDI Transportation, Water & Infrastructure Committee, ChairMary N. Piepho12/31/2016NO STIPENDITransportation, Water & Infrastructure Committee, Vice ChairCandace Andersen12/31/2016NO STIPENDNote: Type 1: Internal Standing Committees; Type II: Internal appts; Type III: Regional appts; Type IV: Special/Restricted appts; Type V: ad hoc committeesAs of 2/9/16*Or his designee** Appointed by CCC Fire Protection District BOD1 of 7February 9, 2016Official Minutes878
ATTACHMENT A TO RESOLUTION NO. 2016/79CONTRA COSTA COUNTY BOARD OF SUPERVISORS COMMITTEE ASSIGNMENTS2016New TermType*Committee NameAppointeeExpirationStipend InformationII Bay Area Counties CaucusKaren Mitchoff12/31/2016NO STIPENDII Bay Area Counties Caucus, AlternateCandace Andersen12/31/2016NO STIPENDII Bay Area Regional Interoperable Communications System (BayRICS) AuthorityMike Casten12/31/2016NO STIPENDII BayRICS Authority, AlternateElise Warren12/31/2016NO STIPENDII California Identification System Remote Access Network Board (Cal‐ID RAN Board)Mary N. Piepho12/31/2016NO STIPENDII Central Contra Costa Solid Waste AuthorityCandace Andersen12/31/2016STIPEND of $50/meeting; max of 2 paid/monthIICentral Contra Costa Solid Waste AuthorityKaren Mitchoff12/31/2016STIPEND of $50/meeting; max of 2 paid/monthII City‐County Relations CommitteeFederal D. Glover12/31/2016NO STIPENDII City‐County Relations CommitteeMary N. Piepho12/31/2016NO STIPENDII City‐County Relations Committee, AlternateKaren Mitchoff12/31/2016NO STIPENDII Contra Costa Health Plan Joint Conference CommitteeKaren Mitchoff12/31/2016NO STIPENDII Contra Costa Health Plan Joint Conference CommitteeCandace Andersen12/31/2016NO STIPENDII Dougherty Valley Oversight CommitteeMary N. Piepho12/31/2016NO STIPENDII Dougherty Valley Oversight CommitteeCandace Andersen12/31/2016NO STIPENDII East Bay Regional Communication System (EBRCS) Authority Governing BoardKaren Mitchoff12/31/2016NO STIPENDII East Bay Regional Communication System (EBRCS) Authority Governing Board, AlternateCandace Andersen12/31/2016NO STIPENDIIEast Contra Costa County Habitat Conservancy, Governing BoardMary N. Piepho12/31/2016NO STIPENDII East Contra Costa County Habitat Conservancy, Governing Board, AlternateFederal D. Glover12/31/2016NO STIPENDII East Contra Costa Regional Fee & Finance AuthorityMary N. Piepho12/31/2016NO STIPENDII East Contra Costa Regional Fee & Finance Authority, AlternateFederal D. Glover12/31/2016NO STIPENDII East County Water Management AssociationMary N. Piepho12/31/2016STIPEND of $170/meeting; max 6 per monthII East County Water Management Association, AlternateFederal D. Glover12/31/2016STIPEND of $170/meeting; max 6 per monthII eBART (Bay Area Rapid Transit) Partnership Policy Advisory CommitteeFederal D. Glover12/31/2016NO STIPENDII eBART (Bay Area Rapid Transit) Partnership Policy Advisory CommitteeMary N. Piepho12/31/2016NO STIPENDIIFirst 5 Children and Families Commission Alternate MemberKaren Mitchoff12/31/2016NO STIPENDII Hazardous Waste Management Facility Allocation CommitteeKaren Mitchoff12/31/2016STIPEND of $150 per meeting. II Hazardous Waste Management Facility Allocation Committee, AlternateCandace Andersen12/31/2016STIPEND of $150 per meeting. II Library Needs Assessment Steering CommitteeKaren Mitchoff12/31/2016NO STIPEND/inactiveII Medical Services Joint Conference Committee, ChairJohn Gioia12/31/2016NO STIPENDIIMedical Services Joint Conference Committee, Vice ChairFederal D. Glover12/31/2016NO STIPENDII North Richmond Waste and Recovery Mitigation Fee CommitteeJohn Gioia12/31/2016NO STIPENDII North Richmond Waste and Recovery Mitigation Fee Committee, AlternateRobert Rogers12/31/2016NO STIPENDII Open Space/Parks & East Bay Regional Parks District Liaison Committee, ChairFederal D. Glover12/31/2016NO STIPENDNote: Type 1: Internal Standing Committees; Type II: Internal appts; Type III: Regional appts; Type IV: Special/Restricted appts; Type V: ad hoc committeesAs of 2/9/16*Or his designee** Appointed by CCC Fire Protection District BOD2 of 7February 9, 2016Official Minutes879
ATTACHMENT A TO RESOLUTION NO. 2016/79CONTRA COSTA COUNTY BOARD OF SUPERVISORS COMMITTEE ASSIGNMENTS2016New TermType*Committee NameAppointeeExpirationStipend InformationII Open Space/Parks & East Bay Regional Parks District Liaison Committee, Vice ChairMary N. Piepho12/31/2016NO STIPENDII Pleasant Hill BART/Contra Costa Centre Joint Powers Authority Board of TrusteesKaren Mitchoff12/31/2016NO STIPENDII Pleasant Hill BART/Contra Costa Centre Joint Powers Authority Board of TrusteesCandace Andersen12/31/2016NO STIPENDII State Route 4 Bypass AuthorityMary N. Piepho12/31/2016NO STIPENDIIState Route 4 Bypass Authority, AlternateFederal D. Glover12/31/2016NO STIPENDII SWAT (Southwest Area Transportation Committee)Candace Andersen12/31/2016NO STIPENDII SWAT, AlternateKaren Mitchoff12/31/2016NO STIPENDII TRAFFIX (Measure J Traffic Congestion Relief Agency)Candace Andersen12/31/2016NO STIPENDII TRAFFIX (Measure J Traffic Congestion Relief Agency), AlternateKaren Mitchoff12/31/2016NO STIPENDII TRANSPAC (Central County Transportation Partnership and Cooperation)Karen Mitchoff12/31/2016NO STIPENDIITRANSPAC, AlternateCandace Andersen12/31/2016NO STIPENDII TRANSPLAN (East County Transportation Planning)Mary N. Piepho12/31/2016NO STIPENDII TRANSPLAN, AlternateFederal D. Glover12/31/2016NO STIPENDII Tri‐Valley Transportation CouncilCandace Andersen12/31/2016NO STIPENDII Urban Counties CaucusFederal D. Glover12/31/2016NO STIPENDII Urban Counties Caucus, AlternateKaren Mitchoff12/31/2016NO STIPENDII WCCTAC (West County Transportation Advisory Committee)John Gioia12/31/2016NO STIPENDIIWCCTAC, AlternateFederal D. Glover12/31/2016NO STIPENDII West Contra Costa Integrated Waste Management AuthorityFederal D. Glover12/31/2016STIPEND of $50 per meeting. II West Contra Costa Integrated Waste Management Authority, AlternateJohn Gioia12/31/2016STIPEND of $50 per meeting. Note: Type 1: Internal Standing Committees; Type II: Internal appts; Type III: Regional appts; Type IV: Special/Restricted appts; Type V: ad hoc committeesAs of 2/9/16*Or his designee** Appointed by CCC Fire Protection District BOD3 of 7February 9, 2016Official Minutes880
ATTACHMENT A TO RESOLUTION NO. 2016/79CONTRA COSTA COUNTY BOARD OF SUPERVISORS COMMITTEE ASSIGNMENTS2016New TermType*Committee NameAppointeeExpirationStipend InformationIII ABAG Regional Planning CommitteeKaren Mitchoff12/31/2016STIPEND of $150 per meeting. III Bay Area Air Quality Management District Board of DirectorsKaren Mitchoff1/20/2020Per diem of $100/meeting + travel exp; max $6,000III Bay Area Air Quality Management District Board of DirectorsJohn Gioia6/17/2017Per diem of $100/meeting + travel exp; max $6,000III Central Contra Costa Transit Authority (CCCTA) Board of DirectorsCandace Andersen5/1/2017STIPEND of $100 per meeting; up to $200 monthIII Central Contra Costa Transit Authority (CCCTA) Board of Directors AlternateKaren Mitchoff5/1/2017STIPEND of $100 per meeting; up to $200 monthIII Contra Costa Transportation Authority Board of Commissioners (seat 1)Federal D. Glover1/31/2017STIPEND of $100 per meeting; up to $400 monthIIIContra Costa Transportation Authority Board of Commissioners (Seat 2)Karen Mitchoff12/31/2018STIPEND of $100 per meeting; up to $400 monthIII Contra Costa Transportation Authority Board of Commissioners, Alternate (Seat 1)John Gioia1/31/2017STIPEND of $100 per meeting; up to $400 monthIII Contra Costa Transportation Authority Board of Commissioners, Second Alternate (Seat 1)Candace Andersen1/31/2017STIPEND of $100 per meeting; up to $400 monthIII Contra Costa Transportation Authority Board of Commissioners, Third Alternate (Seat 1)Mary N. Piepho1/31/2017STIPEND of $100 per meeting; up to $400 monthIII Contra Costa Transportation Authority, Alternate (Seat 2)Candace Andersen12/31/2018STIPEND of $100 per meeting; up to $400 monthIII Local Agency Formation CommissionFederal D. Glover5/7/2018STIPEND of $150 per meeting. III Local Agency Formation CommissionMary N. Piepho5/7/2018STIPEND of $150 per meeting. III Local Agency Formation Commission, AlternateCandace Andersen5/4/2020STIPEND of $150 per meeting. III Metropolitan Transportation CommissionFederal D. Glover2/1/2019STIPEND of $100/meeting; up to $500/month per agency.III Regional Airport Planning CommitteeKaren Mitchoff12/31/2016inactiveIIISan Joaquin Valley Rail CommitteeNow composed of non‐elected officials.eff. 10/9/15NO STIPENDIII San Joaquin Valley Rail CommitteeNow composed of non‐elected officials.eff. 10/9/15NO STIPENDIII Tri Delta Transit Authority, Board of Directors (Seat 1)Federal D. Glover12/31/2016STIPEND of $100/monthIII Tri Delta Transit Authority, Board of Directors (Seat 2)Mary N. Piepho12/31/2017STIPEND of $100/monthIII Water Emergency Transportation Authority (WETA), Community Advisory CommitteeFederal D. Glover12/31/2016NO STIPENDIII WETA, Community Advisory Committee, AlternateJohn Gioia12/31/2016NO STIPENDNote: Type 1: Internal Standing Committees; Type II: Internal appts; Type III: Regional appts; Type IV: Special/Restricted appts; Type V: ad hoc committeesAs of 2/9/16*Or his designee** Appointed by CCC Fire Protection District BOD4 of 7February 9, 2016Official Minutes881
ATTACHMENT A TO RESOLUTION NO. 2016/79CONTRA COSTA COUNTY BOARD OF SUPERVISORS COMMITTEE ASSIGNMENTS2016New TermType*Committee NameAppointeeExpirationStipend InformationIV ABAG (Association of Bay Area Counties) General AssemblyFederal D. Glover12/31/2016NO STIPENDIV ABAG Executive Board (Seat 1)Karen Mitchoff6/30/2018STIPEND of $150 per meeting. IV ABAG Executive Board (Seat 2)Candace Andersen6/30/2018STIPEND of $150 per meeting. IV ABAG Executive Board, Alternate 1John Gioia6/30/2018STIPEND of $150 per meeting. IV ABAG Executive Board, Alternate 2Mary N. Piepho6/30/2018STIPEND of $150 per meeting. IVABAG Finance Authority for Nonprofit Corporations Board of Directors and its Executive Committee Karen Mitchoff12/31/2016NO STIPENDIVABAG Finance Authority for Nonprofit Corporations Board of Directors and its Executive Committee, First AlternateRussell Watts12/31/2016NO STIPENDIVABAG Finance Authority for Nonprofit Corporations Board of Directors and its Executive Committee, Second AlternateBelinda Zhu12/31/2016NO STIPENDIVABAG General AssemblyKaren Mitchoff12/31/2016NO STIPENDIV ABAG General Assembly, AlternateCandace Andersen12/31/2016NO STIPENDIV ABAG General Assembly, AlternateJohn Gioia12/31/2016NO STIPENDIV Bay Conservation & Development CommissionJohn Gioia12/31/2016STIPEND of $100 per meeting; max of 4 meetings.IV Bay Conservation & Development Commission, AlternateFederal D. Glover12/31/2016STIPEND of $100 per meeting; max of 4 meetings.IV CCCERA (Contra Costa County Employees Retirement Association) Board of TrusteesCandace Andersen6/30/2017STIPEND of $100 per meeting.IV Clayton Redevelopment Successor Agency Oversight BoardKaren MitchoffUnspecifiedNO STIPENDIV Concord Redevelopment Successor Agency Oversight BoardKaren MitchoffUnspecifiedNO STIPENDIV Contra Costa County Redevelopment Successor Agency Oversight BoardFederal D. GloverUnspecifiedNO STIPENDIV Contra Costa County Redevelopment Successor Agency Oversight BoardKaren MitchoffUnspecifiedNO STIPENDIV CSAC (California State Association of Counties) Board of DirectorsJohn Gioia11/28/2017NO STIPENDIV CSAC Board of Directors, AlternateKaren Mitchoff11/28/2017NO STIPENDIV Delta Diablo Sanitation District Governing BoardFederal D. Glover12/31/2016STIPEND of $170 per meeting; max of 6 meetings.IVDelta Diablo Sanitation District Governing Board, AlternateKaren Mitchoff12/31/2016STIPEND of $170 per meeting; max of 6 meetings.IV Delta Protection CommissionMary N. Piepho12/31/2016NO STIPENDIV Delta Protection Commission, AlternateKaren Mitchoff12/31/2016NO STIPENDIV Doctors Medical Center Management Authority Governing BoardINACTIVEUnspecifiedNO STIPENDIV First 5 Children and Families Commission MemberFederal D. Glover12/31/2016NO STIPENDIV Kensington Solid Waste Coordinating CommitteeJohn Gioia*UnspecifiedNO STIPENDIV Law Library Board of TrusteesThomas Cain12/31/2016NO STIPENDIV Mental Health CommissionCandace Andersen12/31/2016NO STIPENDIV Mental Health Commission, AlternateMary N. Piepho12/31/2016NO STIPENDIV North Coast Shoreline Joint Powers AuthorityFederal D. Glover12/31/2016NO STIPENDNote: Type 1: Internal Standing Committees; Type II: Internal appts; Type III: Regional appts; Type IV: Special/Restricted appts; Type V: ad hoc committeesAs of 2/9/16*Or his designee** Appointed by CCC Fire Protection District BOD5 of 7February 9, 2016Official Minutes882
ATTACHMENT A TO RESOLUTION NO. 2016/79CONTRA COSTA COUNTY BOARD OF SUPERVISORS COMMITTEE ASSIGNMENTS2016New TermType*Committee NameAppointeeExpirationStipend InformationIV North Coast Shoreline Joint Powers Authority John Gioia12/31/2016NO STIPENDIV Pittsburg Redevelopment Successor Agency Oversight BoardFederal D. GloverUnspecifiedNO STIPENDIV Pleasant Hill Redevelopment Successor Agency Oversight BoardKaren MitchoffUnspecifiedNO STIPENDIV Sacramento‐San Joaquin Delta Conservancy BoardKaren MitchoffUnspecifiedNO STIPENDIV Sacramento‐San Joaquin Delta Conservancy Board, AlternateMary N. PiephoUnspecifiedNO STIPENDIV San Pablo Redevelopment Successor Agency Oversight BoardVACANTUnspecifiedNO STIPENDIV Walnut Creek Redevelopment Successor Agency Oversight BoardKaren MitchoffUnspecifiedNO STIPENDNote: Type 1: Internal Standing Committees; Type II: Internal appts; Type III: Regional appts; Type IV: Special/Restricted appts; Type V: ad hoc committeesAs of 2/9/16*Or his designee** Appointed by CCC Fire Protection District BOD6 of 7February 9, 2016Official Minutes883
ATTACHMENT A TO RESOLUTION NO. 2016/79CONTRA COSTA COUNTY BOARD OF SUPERVISORS COMMITTEE ASSIGNMENTS2016New TermType*Committee NameAppointeeExpirationStipend InformationV Industrial Safety Ordinance/Community Warning System Ad Hoc CommitteeJohn GioiaUnspecifiedNO STIPENDV Industrial Safety Ordinance/Community Warning System Ad Hoc CommitteeFederal D. GloverUnspecifiedNO STIPENDV Northern Waterfront Economic Development Ad Hoc CommitteeFederal D. GloverUnspecifiedNO STIPENDV Northern Waterfront Economic Development Ad Hoc CommitteeMary N. PiephoUnspecifiedNO STIPENDV Sustainability Ad Hoc Committee, ChairJohn GioiaUnspecifiedNO STIPENDVSustainability Ad Hoc Committee, Vice ChairFederal D. GloverUnspecifiedNO STIPENDNote: Type 1: Internal Standing Committees; Type II: Internal appts; Type III: Regional appts; Type IV: Special/Restricted appts; Type V: ad hoc committeesAs of 2/9/16*Or his designee** Appointed by CCC Fire Protection District BOD7 of 7February 9, 2016Official Minutes884
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Unpaid
Student Training Agreement #22-153-10 with San Francisco State University, an educational institution, to provide
supervised field instruction in County’s Public Health Division for nursing students, for the period from March 1,
2016 through February 28, 2019.
FISCAL IMPACT:
None.
BACKGROUND:
The purpose of this agreement is to provide San Francisco State University nursing students with the opportunity to
integrate academic knowledge with applied skills at progressively higher levels of performance and responsibility.
Supervised fieldwork experience for students is considered to be an integral part of both educational and professional
preparation. The Health Services Department can provide the requisite field education, while at the same time,
benefiting
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Dan Peddycord, 313-6712
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: D Morgan, M Wilhelm
C. 96
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:San Francisco State University Unpaid Student Training Agreement #22-153-10
February 9, 2016 Official Minutes 885
BACKGROUND: (CONT'D)
from the students’ services to patients.
On February 26, 2013, the Board of Supervisors approved Contract #22-153-9 with San Francisco State University
for the provision of supervised fieldwork instruction experience with Health Services, for the period from March 1,
2013 through February 29, 2016.
Approval of Unpaid Student Training Agreement 22-153-10 will allow San Francisco State University students to
receive supervised fieldwork instruction experience, in County’s Public Health Division, through February 28, 2019.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, the students will not receive supervised fieldwork instruction experience in
County’s Public Health Division.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 886
RECOMMENDATION(S):
Approve and authorize the Health Services Director, or his designee, to execute, on behalf of the County, Unpaid
Student Training Agreement #26-283-7 with Samuel Merritt University, a California corporation and educational
institution to provide supervised field instruction at Contra Costa Regional Medical Center and Contra Costa
Health Centers, to nursing, physical therapist and occupational therapist students, from April 1, 2016 through
March 31, 2018.
FISCAL IMPACT:
None.
BACKGROUND:
The purpose of this agreement is to provide Samuel Merritt University nursing, physical therapist and occupational
therapist students with the opportunity to integrate academic
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Karen Mitchoff, District IV
Supervisor
Federal D. Glover, District V
Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: Anna Roth, 370-5101
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors
on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc: M Wilhelm, D Morgan
C. 94
To:Board of Supervisors
From:William Walker, M.D., Health Services Director
Date:February 9, 2016
Contra
Costa
County
Subject:Unpaid Student Training Agreement #26-283-7 with Samuel Merritt University
February 9, 2016 Official Minutes 887
BACKGROUND: (CONT'D)
knowledge with applied skills at progressively higher levels of performance and responsibility. Supervised fieldwork
experience for students is considered to be an integral part of both educational and professional preparation. The
Health Services Department can provide the requisite field education, while at the same time, benefiting from the
students’ services to patients.
On June 25, 2013, the Board of Supervisors approved Contract #26-283-6 with Samuel Merritt University for the
provision of supervised fieldwork instruction experience with Health Services, for the period from April 1, 2013
through March 31, 2016.
Approval of Unpaid Student Training Agreement #26-283-7 will allow Samuel Merritt University students to receive
supervised fieldwork instruction experience, at Contra Costa Regional Medical Center and Contra Costa Health
Centers, through March 31, 2018.
CONSEQUENCE OF NEGATIVE ACTION:
If this contract is not approved, the students will not receive supervised fieldwork instruction experience at Contra
Costa Regional Medical Center and Contra Costa Health Centers.
CHILDREN'S IMPACT STATEMENT:
Not applicable.
February 9, 2016 Official Minutes 888
RECOMMENDATION(S):
APPROVE and AUTHORIZE Contra Costa County to participate in the 2016 California State Fair with a Contra
Costa County Booth in the County Booth section.
APPROVE and AUTHORIZE the Chair of the Board to sign the 2016 Counties Exhibits Entry Form
DIRECT District III staff to coordinate with east county resident, Deb Spinola and the Contra Costa County Fair
Board, Contra Costa County Farm Bureau, Brentwood Chapter of the Future Farmers of America and County 4-H
members on the development of a plan for participation and construction of a booth at the 2016 California State Fair.
FISCAL IMPACT:
No County cost; all services donated. Any prize monies are to be allocated at a twenty percent split between the
Heritage Foundation of Contra Costa County with the balance allocated to defray cost of design, development, labor
and construction of the display.
BACKGROUND:
In order to have a booth at the California State Fair, the County must get approval by their Board of Supervisors.
Additionally, the County is required to provide proof of commercial general liability insurance coverage at all times
while the County or its agents have access to the Cal Expo grounds.
APPROVE OTHER
RECOMMENDATION OF CNTY
ADMINISTRATOR
RECOMMENDATION OF BOARD
COMMITTEE
Action of Board On: 02/09/2016 APPROVED AS
RECOMMENDED
OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:Candace Andersen, District II
Supervisor
Mary N. Piepho, District III Supervisor
Karen Mitchoff, District IV Supervisor
Federal D. Glover, District V Supervisor
ABSENT:John Gioia, District I
Supervisor
Contact: LEA CASTLEBERRY (925)
252-4500
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the Board of
Supervisors on the date shown.
ATTESTED: February 9, 2016
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: June McHuen, Deputy
cc:
C.104
To:Board of Supervisors
From:Mary N. Piepho, District III Supervisor
Date:February 9, 2016
Contra
Costa
County
Subject:CONTRA COSTA COUNTY, 2016 CALIFORNIA STATE FAIR
February 9, 2016 Official Minutes 889
BACKGROUND: (CONT'D)
Participation at the California State Fair is an opportunity to further promote our County's resources from
agriculture to business, commerce to recreational opportunities and all the amenities Contra Costa County has to
offer. Additionally, the County booth participation is an avenue for FFA and 4-H youth to use the skills they have
learned in their program and to contribute back their community.
There is also a potential for prize monies for the County booth. In 2012 the Contra Costa County State Fair Booth
received a Silver Award and $4,015.34. In 2014, the Contra Costa County State Fair Booth received the Silver
Award and $4,567.63.
ATTACHMENTS
2016 Counties Entry Form
February 9, 2016 Official Minutes 890
Counties Exhibits Entry Form
Mailing Address:Counties ExhibitsCalifornia State FairP.O. Box 15649Sacramento, CA 95852-1649
Shipping Address:Counties ExhibitsCalifornia State Fair1600 Exposition Blvd.,Sacramento, CA 95815
Entry Form Instructions:
1. Refer to Competition Handbook for complete rules,
conditions and entry deadlines.
2. Print or type all information where applicable.
3. If needed, fill out form STD 204 and submit with or at-
tach to this form. Entries will not be accepted without
this information. See handbook for details.
4. Exhibit Representative Information, Board of Supervi-
sor Approval, Division and Space Selection Request
must be complete and received no later than 4:30pm,
February 26, 2016. Entries will not be accepted without
this information.
5. Mail completed entry form to the address above.
6. Faxed forms must be followed by a signed paper entry
form.
Counties Exhibits Authorization and Appointment
Please print.
The Board of Supervisors of the County of ______________________________________________
Appointment of Exhibit Representative
Has appointed _____________________________________ as official representative(s) of the
County to be responsible for the County’s exhibit and to make decisions, requests, and any protests
on behalf of the County.
Board of Supervisors ApprovalThis entry must be signed by the Chairman of the Board, the Clerk of the Board or the Executive Officer of the Board.
Signature_________________________________ Printed Name ___________________________
Title _____________________________________ Date __________________________________Upon signature and submission of entry form, the county agrees with, understands and accepts all rules, regulations and conditions of the Counties Exhibits Competition Handbook. County agrees to take responsibility for providing general li-ability insurance as outlined on the reverse side of this form.
Exhibit Representative Information
Title ___________________________________
Telephone (office or residence) ______________
Email __________________________________
Mailing Address__________________________
City ____________________________________
State __________ Zip Code ________________
Premium Payee InformationCounty has authorized any award money for, or on account of, an exhibit representing said county to be paid by the Cali-fornia Exposition and State Fair in Sacramento, California, to the following person(s) or organization (for the year 2016) only.
Payee Organization Name _____________________________ Phone ( ) __________________
Payee Contact Name _______________________________________________________________
Payee Address ______________________________ City __________________________________
State _______ Zip Code ____________ Email ___________________________________________All Premium Payees MUST provide their Social Security Numbers or Tax ID number on form STD 204, Payee Date Re-cord, which must be attached to or submitted with the Official Entry Form. Government Agencies named as payee do not need to send form STD 204.
Organization_____________________________
Telephone (cell) __________________________
Fax ( ) _____________________________
Shipping Address _________________________
City ____________________________________
State ___________ Zip Code _______________
February 9, 2016 Official Minutes 891
County Name ______________________________
Entry Division
Please indicate your entry division by checking the appropriate box.
Division 1: Community Built Exhibit
(individual, group or company that will design and build one and only one County Exhibit)
Division 2: Professionally Built Exhibit
(Individual, group or company that will design and build more than one County Exhibit)
Space Configuration Request
Please indicate in the box your 1st, 2nd, 3rd and 4th choices for space design. Counties sending in
the Official Entry form before or by the deadline will have consideration for their 1st choice over those
counties who do not meet the deadline. Note: There are a limited number of spaces available. Please
confirm your space configuration before finalizing your design.
16 x 16 Island 16’ x 16’ Back Wall 16’ x 16’ Corner Combo; 16’ x 16’ plus 10’ x 20’
Although space requests will be carefully considered, the State Fair reserves the right to assign or
limit space as it deems appropriate.
Please put our county’s space next to _________________________________ County.
Exhibit Builder Information
Builder ___________________________________ Address _______________________________
City __________________________________ State _______ Zip Code ______________________
Email _________________________________ Telephone (cell) ___________________________
General Liability InsuranceAt all times while the County or its agents have access to the Cal Expo grounds, (June 15, 2016 through August 8, 2016) County shall provide proof of commercial general liability insurance coverage with minimum limits of at least $1,000,000 per occurence combined single limit for bodily injury and property damage and cover damages for bodily injury, property damage, personal injury liability, and products and completed operations liability. The general liability insurance coverage shall include the following provision: State of California, California Exposition & State Fair, its agents, officers, direc-tors, employees, and servnts are made additional insured but only insofar as the operations under this agree-ment are concerned.
If County is self-insured, County must continue to be self-insured or must acquire appropriate insurance coverage.
County must submit an insurance certificate or, if self-insured, a letter confirming self-insurance to Cal Expo prior to hav-ing access to the Cal Expo grounds.
Workers’ Compensation InsuranceAll employees or agents of County shall be covered by workers’ compensation insurance as required by law.
Insurance certificates or letters to be submitted to address listed on front of Entry Form.
Office Use Only
Fax/Postmark Date _______________ Initials _________ Exhibit Space # _________________
Plaque Delivered/Sent ____________________ Premiums Mailed ________________________
February 9, 2016 Official Minutes 892